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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.
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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
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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…
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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.
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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.
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Big Tech’s AI Spending Spree Could Reach $750 Billion This Year
Tech giants are on pace to double AI spending this year.
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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
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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.
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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.
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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.
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scmp.com
Chinese firms face pressure on AI investments as US peers’ spending soars
Largest US companies on track for US$700 billion in AI capital expenditures this year, versus about US$105 billion in China.
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Meta tanks 10%, Alphabet climbs 5% as each company raises capex spend
Both Alphabet and Meta said they expect their capex to continue growing this year, but investors sent Alphabet's shares up, while Meta's stock slid.
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Google cloud growth tops Microsoft and Amazon as all three beat estimates on AI demand
Amazon, Google and Microsoft all reported better-than-expected first-quarter cloud results, signaling an acceleration of AI demand
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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…
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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