10/27/2025

Under the Specter of an AI Bubble, Big Tech Is Set to Report Earnings

Some believe the frenzy in tech stocks has outrun fundamentals

As America's tech titans report earnings this week, one question looms large: Is the artificial intelligence (AI) boom that has inflated valuations headed for the next big bubble?

Alphabet, Amazon, Meta and Microsoft are poised to report that revenue rose at a brisk pace in the July-September quarter, according to London Stock Exchange Group (LSEG) data. The companies themselves are likely to say they will continue to pour billions into AI because it holds promise in the long term.

But business leaders including OpenAI CEO Sam Altman, Amazon.com founder Jeff Bezos and Goldman Sachs CEO David Solomon have warned in recent months that the frenzy in tech stocks has outrun fundamentals.

Please select this link to read the complete article from Reuters.