Meta Beats. Microsoft Misses. Why Amazon Matters Most

Meta beat. Microsoft missed. The reactions were extreme.

Today on Dumb Money, we look past the headlines and focus on what Big Tech earnings are actually telling us — especially around cloud usage and AI-driven compute demand.

With Amazon reporting next, we dig into AWS trends and what a reported $50B commitment tied to OpenAI could mean going forward.

Why Amazon earnings matter most right now.