• $Alphabet(GOOGL.US) reported a 12% stock increase, while $Meta's stock fell by 10%.
• April saw strong earnings growth for Big Tech, with S&P 500 up 10.8%. $SPDR S&P 500(SPY.US) • AI spending is projected to exceed $650 billion in 2026, raising investor skepticism. • $Alphabet(GOOGL.US) excelled with a 63% growth in cloud revenue, outperforming Microsoft and Amazon. • $Meta's stock decline attributed to high CapEx and ongoing legal issues despite strong earnings. • $Amazon(AMZN.US)'s AWS showed its fastest growth in over three years, boosting overall revenue. • $Apple(AAPL.US) reported record revenue but missed iPhone sales expectations, maintaining a disciplined CapEx approach. • $Microsoft(MSFT.US) beat earnings expectations but faced a negative outlook due to reliance on OpenAI. • The market is now differentiating between Big Tech companies based on AI investment returns. • Analysts remain bullish on $Meta and $Apple(AAPL.US) despite recent stock fluctuations.The copyright of this article belongs to the original author/organization.
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