Good morning. And you thought the dollar figures being tossed around by the big banks this quarter were impressive? Prepare to be blown away by the budgets of Big Tech. Alphabet, Amazon, Meta and Microsoft all reported earnings yesterday, collectively estimating they will invest up to $665 billion in AI this year, almost 75% more than the $381 billion they spent in 2025. Some takeaways: Spending is still surging. Banks profited nicely this quarter from investors trading like frenzied night-clubbers wondering if the party’s about to end. Now it’s the tech bros that are flashing Benjamins. (Fun fact: it would…