In today’s earnings extravaganza, $Meta Platforms(META.US) 1Q Rev beat and gave in line guidance but raised its 2026 CapEx forecast (-6% post-mkt); $Microsoft(MSFT.US) Revs beat but absent guidance until the call was -2% post market; $Alphabet - C(GOOG.US) beat on a one-time securities gain and stronger than expected cloud growth (+4% post-mkt); and $Amazon(AMZN.US) beat on stronger than expected cloud growth but slipped -1% as CapEx came in higher than expectations.
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