Investors react to AI spending at Alphabet, Amazon, Meta, and Microsoft

Just wrapped our quarterly earnings call. We are focused on delivering AI infrastructure and solutions that empower every business to eval-max their outcomes in this agentic computing era. Our AI business surpassed a $37 billion annual revenue run rate, up 123%. We are at

Q1 earnings are in: 2026 is off to a terrific start. Our AI investments and full stack approach are lighting up every part of the business: Search queries are at an all-time high with AI continuing to drive usage. Google Cloud revenue grew 63%, Gemini models have incredible pic.x.com/ysZ5CYAUPR

Solid cloud numbers from hyperscalers. Across the board and huge piece of AI puzzle. Positive for big tech and AI winners. Conf calls will be key around guide and Capex especially for Meta. Comeback Azure growth q for Redmond..very important for MSFT 🔥🐂

Q1 Revenue Growth, YoY % Change... Meta $META: +33% Google $GOOGL: +22% Microsoft $MSFT: +18% Apple $AAPL: +17% Amazon $AMZN: +17% Netflix $NFLX: +16% Tesla $TSLA: +16% S&P 500 $SPY: +10%