Rick Munarriz

Big tech earnings are back.

You're listening to Motley Fool Money.

Welcome, Fools.

I'm your host, Rick Menards.

And with me is Samit Deo, fellow Fool, fellow analyst.

Thanks for being here.

We're back with more earnings previews.

Samit, how are you doing this fine Monday that I know you're in the Northeast?

There was a lot of snow there.

How are you shoveling your way through this?

Yes, nothing heats up snow and makes it melt faster than tech earnings.

And that's what we're going to tackle today.

So in a minute, we're going to go over what to expect.

There's a lot of big earnings report coming out this week in the tech world.

Apple, Meta, Microsoft, they all report earnings later this week.

We're going to take a look at that.

But first, let's start with a little bit of big macro from a tech perspective.

Big tech companies like Alphabet, Amazon, Meta, Apple, and Microsoft are substantially increasing their capital expenditures in 2024 and 2025, with further growth expected in 2026, primarily driven by investments in AI infrastructure.

Apple, while also increasing spending, maintains a more modest hybrid cloud strategy.

Here's some data, basically from projections on what they spent last year in 2025 versus 2024.