Investors Are Worried About Too Much AI Spending. They're Not Wrong, But It's Paying Off for These 2 Tech Stocks.

While investors worry about excessive AI spending across the tech industry, Microsoft and Amazon are demonstrating tangible returns on their massive capital expenditures through their cloud services. AWS and Azure are experiencing strong revenue growth and profitability, with AWS at $169 billion annualized revenue and Azure at $100 billion. Microsoft is highlighted as having additional growth potential through its Copilot AI software ecosystem integrated with Azure.