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Storia in 11 fonti
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
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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.
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ilsole24ore.com
Meta e Microsoft meglio delle stime ma giù dopo i conti. Amazon ok. Balzo di Google
Il giro d’affari delle 4 big tech raggiunge 430,6 miliardi di dollari. L’utile netto complessivo è di 151,4 miliardi.
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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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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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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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expansion.com
Los beneficios de las grandes tecnol�gicas son cada vez mayores, y menos �tiles
Nada representa un desaf�o mayor para inversores y analistas burs�tiles que el hecho de que cuatro de las mayores empresas del mundo —y, adem�s, archienemigas— presenten sus...
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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
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edition.cnn.com
Big Tech’s massive spending is back in focus on Wall Street | CNN Business
Enthusiasm for all things related to artificial intelligence has powered the stock market higher in recent years. But now, Wall Street is taking a harder look at Big Tech’s…