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2026 › April › 30
65 days ago
Amazon, Google and Microsoft all reported better-than-expected first-quarter cloud results, signaling an acceleration of AI demand
66 days ago
Tech giants’ results show rosy outlook for AI boom and US stock market ⊕
Google, Microsoft and Amazon report gains in cloud-computing businesses while Meta spending draws concern
Unusual simultaneous reports of financial results by several of the US’s largest tech compani…
Google outpaces rivals as Big Tech’s AI spending plans rise to $725bn ⊕
found
a story from Financial Times ✅ › Financial Times
Meta stock drops on capex increase while Alphabet’s cloud business grows faster than rivals Amazon and Microsoft
Investors still trust Google more than Meta when it comes to spending their money on AI ⊕⊕
Alphabet and Meta both boosted their capex guidance in their first-quarter earnings reports, but Wall Street viewed one much more favorably than the other.
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