Amazon, Microsoft earnings key to gauging AI investment returns: CIO

Amazon, Microsoft earnings key to gauging AI investment returns: CIO

By @CNBC
Publication Date: 2026-10-26 01:57:00

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As the U.S. earnings season heats up this week, Rayliant Global Advisors’ Jason Hsu points to Amazon and Microsoft as the key earnings that will provide guidance on the potential for AI monetization and revenue generation.