Can AI Startups Keep Powering Big Tech’s Spending Spree?

A.M. Edition for Nov. 1. WSJ global tech editor Jason Dean breaks down the results of this week’s tech earnings amid investor concern over soaring capital expenditures. Plus, Boeing offers machinists a 38% raise over four years as it tries to end a monthslong strike. And the WSJ’s Megan Graham explains how marketers are getting creative as they contend with a deluge of political ads that threaten to drown out their message. Luke Vargas hosts. Sign up for the WSJ’s free What’s News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices