This is the Daily Tech News for Thursday, October 30th, 2025.

We tell you what you need to know, give you all of the important context and help each other understand.

Today it is earnings paloosa, but investors have some concerns about the sustainability of AI investments.

Yeah, they do. I'm Jason Howell.

And I'm Sarah Lane.

Let's start with what you need to know with the big story.

All right, happy earnings day, everybody.

Did you get your gifts all wrapped and everything?

Oh, such a good day.

We're going to try not to bog you down in a ton of numbers because I know people don't really enjoy that, myself included.

But given that it's Microsoft,

its alphabet, and its meta, all sharing their quarterly earnings reports, why don't we take a few

minutes to look closer at what they seem to point to kind of in an aggregate perspective?

And Financial Times has a good article that kind of does this for us. So it's certainly what I read through along with the reports.

And it really looks at each company's investments as a whole, but also really directed towards the AI infrastructure, totals nearly $80 billion collectively between those three companies.

That's a lot of dough going to AI infrastructure right now.

Alphabet had record $100 billion in revenue. That made investors happy. Microsoft actually got

some negative reaction, even in light of its own 39% revenue growth. They wanted more, Jason.

They wanted more. They always want more.

And you know what? And tomorrow it'll totally change, right? It's such a back and forth,

rapid, you know, tennis match. A lot of neat.

Stuff. Exactly. Meta saw negative investor response to its own revenue growth at 26%. So,

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