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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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artificialintelligence-news.com

the-decoder.com

irishtimes.com

mercoledì 29 aprile 2026·theguardian.com
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
giovedì 30 aprile 2026·bbc.com
Big US tech stocks swing as investors probe AI spending
Meta, Amazon, Alphabet and Microsoft all reported earnings at the same time on Wednesday.

Investors still trust Google more than Meta when it comes to spending their money on AI

Tech giants’ results show rosy outlook for AI boom and US stock market

Big US tech stocks swing as investors probe AI spending

Investors still trust Google more than Meta when it comes to spending their money on AI

Meta, Microsoft, Amazon and Alphabet post positive quarterlies

Big Tech just proved AI infrastructure spending works. Then it raised the bill anyway

Meta tanks 10%, Alphabet climbs 5% as each company raises capex spend

Big tech's AI spending balloons to $725 billion this year

Google and Meta reveal uneven investor patience for AI