This week's tech earnings feature names like Palantir (PLTR), Alphabet (GOOGL) and Amazon (AMZN) among many others. Steven Dickens stops by the Morning Movers NYSE desk to underline his focal points for these companies as they adapt to ongoing AI adoption. They try to answer the question: Do markets want aggressive A.I. capex spend? Steven says GPUs being built now are going online "right away" and demand is here now.