Google wint vertrouwen met AI-investeringen, Meta en Microsoft niet

Microsoft, Meta, and Google announced increased spending on artificial intelligence, but investor reactions diverged significantly. Alphabet's stock rose nearly 7% after hours, while Meta's dropped over 6% and Microsoft remained flat. Alphabet's strong performance was driven by Google Cloud's 63% revenue growth and a record $462 billion backlog, demonstrating tangible returns on AI investments that reassured investors about future capital expenditures.