Storia in 10 fonti

Earnings Reveal The First Real Winners And Losers Of The AI Arms Race

Alphabet surged while Microsoft and Meta fell as Big Tech earnings revealed a new divide: investors reward AI payoffs, not spending. Here’s how each hyperscaler performed.

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artificialintelligence-news.com

the-decoder.com

irishtimes.com

mercoledì 29 aprile 2026·cnbc.com
OpenAI looms over earnings from tech hyperscalers
Amazon, Alphabet, Meta and Microsoft report quarterly results after the bell, and OpenAI is likely to be a big topic across the board.
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·

ynetnews.com

Alphabet, Amazon, Meta and Microsoft post strong earnings as AI investments reshape growth outlook

The four tech giants have proven that the AI bet is paying off: Google saw a 63% jump in cloud revenue, Microsoft's Azure grew 39%, Meta posted its strongest growth in five…

giovedì 30 aprile 2026·

cnbc.com

Why Alphabet won the Big Tech earnings night

Alphabet's cloud business is accelerating relative to competitors, analysts say

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.

giovedì 30 aprile 2026·

forbes.com

Earnings Reveal The First Real Winners And Losers Of The AI Arms Race

Alphabet surged while Microsoft and Meta fell as Big Tech earnings revealed a new divide: investors reward AI payoffs, not spending. Here’s how each hyperscaler performed.

giovedì 30 aprile 2026·

thenationalnews.com

Why Big Tech stocks shouldn't rest on their laurels with oil and the Fed at play | The National

Sustaining growth becoming more important than bumper profits and beating expectations

giovedì 30 aprile 2026·

cnbc.com

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.

giovedì 30 aprile 2026·

siliconrepublic.com

Meta, Microsoft, Amazon and Alphabet post positive quarterlies

Microsoft, Meta, Amazon and Alphabet have posted positive report cards for the quarter past with AI infrastruture needs driving up revenue.

giovedì 30 aprile 2026·

artificialintelligence-news.com

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

Microsoft, Alphabet, Meta, and Amazon all beat Q1 2026 expectations and all raised their AI infrastructure spending forecasts. Here's what the numbers actually say.

giovedì 30 aprile 2026·

cnbc.com

Jim Cramer crowns Alphabet the hyperscale earnings winner, sees more upside ahead

Jim Cramer named Alphabet the standout among big tech earnings, citing clear AI monetization as the reason the stock should continue to climb.

venerdì 1 maggio 2026·

the-decoder.com

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

Big tech keeps pouring more money into AI data centers, chips, and infrastructure. According to the Financial Times, Google, Amazon, Microsoft, and Meta have a combined budget of…

venerdì 1 maggio 2026·

cnbc.com

Alphabet is winning the AI revolution. Here's how Mike Khouw is trading it

The takeaway could not have been clearer: Alphabet isn't just surviving the AI revolution — in many ways, it's leading it.

sabato 2 maggio 2026·

irishtimes.com

Google and Meta reveal uneven investor patience for AI

Alphabet’s shares rose sharply, while Meta’s lost almost a tenth of their value following release of financial results this week

OpenAI looms over earnings from tech hyperscalers

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

Alphabet, Amazon, Meta and Microsoft post strong earnings as AI investments reshape growth outlook

Why Alphabet won the Big Tech earnings night

Big US tech stocks swing as investors probe AI spending

Earnings Reveal The First Real Winners And Losers Of The AI Arms Race

Why Big Tech stocks shouldn't rest on their laurels with oil and the Fed at play | The National

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

Jim Cramer crowns Alphabet the hyperscale earnings winner, sees more upside ahead

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

Alphabet is winning the AI revolution. Here's how Mike Khouw is trading it

Google and Meta reveal uneven investor patience for AI