Big tech earnings reports picked two winners and two losers this week. Microsoft jumped 15% on strong Azure AI growth, while Amazon rose 8% despite plans to spend 220B USD on AI infrastructure. Meta fell 10% on concerns over soaring AI capital expenditure. Meanwhile, Meta's AI smart glasses face growing social stigma over privacy concerns. https://arinsider.co/2026/07/31/ai-xr-beats-earnings-season-brings-big-tech-winners-losers/ #Metaverse #VR #AR #AI
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