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Broadcom delivered record fiscal third-quarter results but disappointed investors with forward quarterly revenue guidance below Wall Street expectations. Asian markets traded mixed amid soft semicond…
Alphabet beat quarterly revenue estimates but shares tumbled nearly 7% following massive 2026 capex guidance of up to $205 billion. Additionally, the company agreed to a £260 million UK antitrust set…
Investors are penalizing tech giants with unclear AI returns while rewarding companies showing proven monetization. Microsoft and Amazon gained over 15% following earnings after demonstrating that ag…
Cisco fell 8.4% despite record Q4 results, as margin pressure from AI hardware costs overshadowed strong demand and guidance, even amid a 50% yearly gain.
Meta stock fell 20% after EPS miss, rising capex guidance ($130-145B), and shrinking free cash flow, despite revenue beating estimates. Microsoft and Amazon rallied on strong Azure and AWS growth, sh…
Alphabet's Google Cloud grew 82% with a $514B backlog, but $205B capex guidance drove first-ever negative free cash flow, spooking investors despite strong long-term fundamentals.
Amazon posted record revenue and strong AWS growth but shares plunged over 11% after unveiling $200 billion 2026 AI-related capital expenditures, raising concerns over near-term returns and capital e…
Microsoft shares dropped 2% after a Stifel downgrade and price target cut, amid concerns over AI spending and competition. Despite this, Wedbush remains bullish on long-term cloud and AI growth poten…
Apple beat revenue estimates driven by strong iPhone and China sales but faces cost concerns. Microsoft plunged 10% on slowing Azure cloud growth fears, marking its biggest single-day decline since 2…
Meta's shares surged 9% due to strong revenue growth guidance, while Microsoft's complex business and Azure's weaker growth led to a 12% drop.
Meta Platforms' stock plunged nearly 20% after mixed Q3 results and heavy AI spending plans, including a $30 billion bond issuance to fund AI expansion and data center investments.
Microsoft and Meta reported Q3/Q1 earnings beating estimates with strong cloud and user metrics; MSFT shares dropped slightly while META showed moderate gains amid mixed ad revenue data.