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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 years, and Amazon beat expectations in cloud and advertising

Raccontata dacnbc.comilsole24ore.comtheguardian.comynetnews.combbc.comforbes.comthenationalnews.comsiliconrepublic.comartificialintelligence-news.comthe-decoder.comirishtimes.com

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6 prospettive sulla stessa storia
AI · summaries
ynetnews.comStai leggendo2 mesi fa

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 years, and Amazon beat expectations in cloud…

originale

Timeline cronologica

  1. 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.

  2. mercoledì 29 aprile 2026·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.

siliconrepublic.com
2 mesi fa

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.

Leggi questa versione → originale
irishtimes.com1 mesi fa

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

Leggi questa versione → originale
theguardian.com2 mesi fa

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

Leggi questa versione → originale
artificialintelligence-news.com2 mesi fa

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.

Leggi questa versione → originale
forbes.com2 mesi fa

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.

Leggi questa versione → originale
  • 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·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

    Big Tech’s AI Spending Spree Could Reach $750 Billion This Year

    Tech giants are on pace to double AI spending this year.

  • 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

    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

  • giovedì 30 aprile 2026·the-decoder.com

    Microsoft CEO Satya Nadella says AI success is "more about getting intense users and intense usage" than seat counts

    Microsoft is posting record profits and strong cloud growth, but just like Google, the company is saying little about how its generative AI business is actually performing.

  • 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…

  • 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