Spending on artificial intelligence isn't slowing, and tariffs — so far — aren't taking a huge toll on business, Big Tech told us this week. Why it matters: A slew of tech giants just delivered solid earnings,

West Coast tech giants Microsoft and Meta both exceeded analyst forecasts in first-quarter earnings reports Wednesday.

Meta raised its capital expenditures guidance for 2025 to $64 billion to $72 billion, signaling huge AI investment by Big Tech is still underway.