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Bloomberg Tech is live from coast to coast, with Caroline Hyde in New York and Ed Lovlo in San Francisco.

This is Bloomberg Tech coming up.

Microsoft, Meta, Google and Amazon all report earnings when the market closes

blockbuster AI spending.

But is there blockbuster AI sales growth?

Plus, we continue to beat the earnings drum with the CEO of SoFi, which just released its own results, that conversation later this hour.

And Elon Musk is set to continue testifying today in his suit against Open AI and its co-founders, Sam Altman and Greg Brockman, over the startups pivot from a charity to a for-profit business.

First, we talk about the businesses that are publicly traded, Ed.

And actually, some resilience coming from the NASDAQ 100.

We're up 5 tenths percent.

There is a wall of worry and anticipation today.

We know that we have a Fed decision, not to mention the inflation pressure of oil once again

showing up today.

There is, as we know, a standstill on the straight

of Hamos between the US and Iran, however, all fixated on one thing and one thing

earning. Yeah, 4pm Eastern Time, 1pm Pacific time. Some people, this calendar is scary.

To others, it's deeply exciting. Four of the biggest technology companies, with a big focus

across all of them on capital expenditures, the spending on AI infrastructure in particular,

but a lot of people now want to see something coming out the other side. Growth. For three of those

names, Microsoft, Alphabet and Amazon, it's cloud growth. Simple, for meta, just overall revenues.

Advertising made better because of AI, Caro.

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