Big Tech Earnings Put AI Promises Under the Microscope

Alphabet and Tesla kick off a busy week as investors weigh whether AI-driven optimism can translate into real returns, with Intel, IBM, GE Vernova and Honeywell providing tech and industrial guidance and AT&T, Verizon, and T-Mobile updating on telecom demand; after a semiconductor rout, oil climbs on Hormuz tensions and the dollar strengthens on a higher-for-longer Fed, creating a cautious backdrop as markets seek measurable ROI from AI investments.