Big Tech Faces Earnings Season Amid Growing AI Bubble Concerns

As major U.S. tech companies report earnings this week, concerns mount over a potential artificial intelligence (AI) bubble following the sector’s rapid valuation growth. Microsoft, Alphabet, Amazon, and Meta are expected to show strong revenue gains for the July–September quarter, according to LSEG data. Despite questions about an AI-driven market surge, these companies plan to continue investing billions in AI, citing its long-term potential. Investors and analysts are closely watching whether the AI boom will sustain growth or inflate into the next major market bubble, making this earnings season particularly critical for Big Tech.