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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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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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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

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

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

Timeline cronologica

OpenAI looms over earnings from tech hyperscalers

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

Google and Meta reveal uneven investor patience for AI

OpenAI looms over earnings from tech hyperscalers

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

Big US tech stocks swing as investors probe AI spending

Meta, Microsoft, Amazon and Alphabet post positive quarterlies

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

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

Google CEO says Pichai says people "love" AI Overviews and keep coming back to search more

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

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

Google and Meta reveal uneven investor patience for AI