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Acum 22 h
Amazon (AMZN) Hits $270 as AWS Growth Hits 4-Year High on $200B AI Bet
Amazon (NASDAQ: AMZN) shares surged 2.74% in after-hours trading to $270.25 on April 29, 2026, as the e-commerce and cloud titan silenced skeptics with a massive re-acceleration in its AWS division. While investors initially balked at a historic $200 billion annual AI capital expenditure target, the Q1 results confirmed that the AI payoff has arrived ahead of schedule, with cloud growth hitting its fastest pace in nearly four years.
Acum 22 h
Acum 22 h
Meta (META) Shares Sink 7% as Rising AI Price Tag and Regulatory Risks Cloud Q1 Earnings Beat
Meta Platforms (NASDAQ: META) shares tumbled 7.22% to $620.79 in post-market trading on April 29, 2026, as investors reacted sharply to a significant hike in the company's capital expenditure guidance. Despite reporting a massive bottom-line beat, the social media giant’s pivot toward building a Superintelligence Lab triggered a wave of AI sticker shock across Wall Street.
FB
FB+1.93%
Acum 22 h
Acum 23 h
Microsoft (MSFT) Q3 2026 Earnings: Azure Hits 40% Growth as AI Run Rate Surpasses $37B
Microsoft Corp (NASDAQ: MSFT) shares edged higher in after-hours trading on April 29, 2026, after the software giant delivered a "triple-beat" fiscal third-quarter report. Despite a difficult start to the calendar year for the stock, Microsoft proved its AI monetization thesis is accelerating, with Azure growth hitting 40% and the company’s total AI business run rate surpassing $37 billion, a 123% increase year-over-year.
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Amazon (AMZN) Q1 2026 Earnings Preview: Can AWS and Anthropic Power a Breakout Toward $300?
Amazon.com Inc. (NASDAQ: AMZN) is set to report its first-quarter 2026 results today, April 29, after the closing bell. The e-commerce and cloud giant enters the print with significant momentum, having recently surpassed its 52-week peak to trade above $260. While the stock carries a premium forward multiple of 34x, analysts argue this reflects a fundamental re-rating as Amazon Web Services (AWS) matures into a dominant, high-margin AI infrastructure powerhouse.
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Alphabet (GOOGL) Q1 2026 Earnings Preview: AI Dividend Era Begins as Cloud Growth Surges 50%
Alphabet Inc. (NASDAQ: GOOGL) shares are eyeing fresh record highs as the tech giant prepares to report its first-quarter 2026 results today, April 29. Following a series of strategic Gemini wins and a massive pivot toward agentic AI, investors are looking for proof that Google's unprecedented $180 billion annual capex cycle is already converting into a sustainable AI dividend.
GOOGLON
GOOGLON+4.86%
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Meta Platforms (META) Q1 2026 Earnings Preview: Can AI-Driven Ad Growth Offset the "Year of Spending"?
Meta Platforms (NASDAQ: META) is set to report its first-quarter 2026 results today, April 29, after the closing bell. The social media titan enters the print with shares trading near $671.34, as the market shifts its focus from the 'Year of Efficiency' to a new 'Year of AI Investment.' While advertising revenues are expected to surge by over 30%, investors are zeroed in on whether Meta's massive capital expenditure for AI infrastructure is starting to generate tangible returns.
FB
FB+1.93%
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Microsoft (MSFT) Q1 2026 Earnings: Azure Hits 40% Growth as AI Factory Capex Tops $35 Billion
Microsoft Corp (NASDAQ: MSFT) kicked off its fiscal year 2026 with a power-forward performance that redefined the scale of the enterprise cloud era. Reporting results on the heels of a massive tech rally, the Redmond giant delivered a clean sweep of beats, headlined by a re-acceleration in Azure growth to 40% and a record-breaking $34.9 billion quarterly capital expenditure, a figure that mirrors the annual spending of most Fortune 100 companies.
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Why Is SanDisk (SNDK) Stock Up Today? $1,350 Target and AI Memory Supercycle Spark 8.1% Rally
SanDisk Corp (SNDK) shares vaulted past the four-digit mark on April 27, 2026, closing up 8.11% at $1,070.20. The stock’s historic run continues to defy gravity, with shares now up over 3,000% in the past year. The latest leg of the rally was ignited by a high-conviction Buy initiation from Melius Research, which argued that the AI-driven memory cycle could persist through the end of the decade, effectively re-rating the stock from a cyclical commodity play to a structural AI powerhouse.
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