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Big Tech Q1 Earnings: Cloud and AI Drive Mixed Investor Reactions

Amazon, Microsoft, and Alphabet reported their first-quarter earnings, with strong growth in their cloud divisions often attributed to increasing AI demand. While some companies exceeded expectations, others saw investor disappointment due to high AI-related investments, leading to varied stock performance.

29 Apr, 10:44 — 29 Apr, 22:41
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NYT
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yle-uutisetBBCBusiness Insidercnbcpolitikenhollywood-reporterdeadlinevariety+1 more
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Sources

Showing 17 of 25 sources
APVery High2h ago

Alphabet’s first-quarter profit soars as Google’s big AI bets help push stock to new highs - AP News

Alphabet’s first-quarter profit soars as Google’s big AI bets help push stock to new highs  AP News

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ReutersVery High10h ago

Federal Realty Investment Trust expected to post earnings of 70 cents a share - Earnings Preview - TradingView

Federal Realty Investment Trust expected to post earnings of 70 cents a share - Earnings Preview  TradingView

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BBCHigh1h ago

Big US tech stocks swing as investors probe AI spend

Meta, Amazon, Alphabet, and Microsoft all reported their financial performance at the same time on Wednesday

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NYTMostly Factual2h ago

A.I. Spending Sets a Record, With No End in Sight

Google, Amazon, Microsoft and Meta reported more than $130 billion in quarterly capital expenditures on Wednesday as they build A.I. data centers. There’s more to come.

By Karen Weise

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wsjHigh2h ago

Amazon.com Posts Double-Digit Growth Anchored by Booming Web Services - WSJ

Amazon.com Posts Double-Digit Growth Anchored by Booming Web Services  WSJ

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FTVery High25m ago

Big Tech’s earnings get ever bigger, and ever less useful

Meta, Alphabet and peers are growing smartly, but their value hinges on hard-to-answer questions about AI supremacy

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cnbcMostly Factual2h ago

Amazon's cloud unit reports 28% sales growth, topping estimates

Amazon Web Services now accounts for over 20% of its parent company's total revenue.

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marketwatchMostly Factual2h ago

Ford’s profit jumps as automaker powers through an EV slowdown

Ford gets hefty tariff refund and raises outlook for the year.

By Claudia Assis

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Business InsiderMostly Factual1h ago

Google's subscriptions business is booming — and AI is a big reason

Google CEO Sundar Pichai. Bloomberg/Getty Images Google's subscription business saw its strongest quarter yet. YouTube and AI features tied to Google One were the biggest drivers. Subscriptions are becoming an increasingly important business for Alphabet. Google said it now has 350 million paying subscribers across its services — another boost to what is becoming an increasingly important part of the search giant's business. The company's subscriptions business grew 19% year over year in th...

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varietyMostly Factual2h ago

Amazon Posts $181.5 Billion in Revenue and Smashes Wall Street’s Q1 Earnings Expectations

Amazon reported its latest quarterly earnings results Wednesday, revealing sales at its cloud business, Amazon Web Services (AWS), were up 28% year over year to $37.6 billion from January to March. Wall Street forecast earnings per share (EPS) of $1.65 on $177.2 billion in revenue, according to analyst consensus data provided by LSEG. Amazon reported adjusted EPS of $2.78 […]

By Jennifer Maas

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hollywood-reporterMostly Factual2h ago

YouTube’s Ad Business Hit $9.88 Billion Last Quarter

The number of paid subscribers across YouTube premium as well as Google One, Alphabet’s storage business, have hit 340 million.

By Caitlin Huston

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hindustan-timesMostly Factual8h ago

AI Worries Have Returned to Wall Street. Now Come Earnings.

A slide in artificial-intelligence stocks comes ahead of earnings from key tech giants.

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deadlineMostly Factual2h ago

YouTube Ad Revenue Rises 11% In Q1 To Near $10B Mark As Parent Alphabet Hits 350M Paid Subscriptions

YouTube ad revenue rose 11% in the first quarter compared with the same period in 2025, flirting with the $10 billion mark. The ad revenue haul of $9.883 billion was one of many solid parts of parent company Alphabet’s overall quarter. YouTube was cited by the tech giant, along with Google One, as a key […]

By Dade Hayes

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Korea HeraldMostly Factual12h ago

Hybe posts record Q1 on BTS comeback, rookie momentum

Hybe logged its strongest first-quarter performance on record, with consolidated revenue approaching 700 billion won ($490 million) driven by BTS's full-group return and accelerating sales from newer acts including Katseye and Cortis, the K-pop powerhouse said Wednesday. Revenue for the January-March period reached 698.3 billion won, up 40 percent from 500.6 billion won a year earlier. Adjusted operating profit — which strips out a one-time, non-cash accounting charge — came in at 58.5 billion w

By The Korea Herald

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channel-news-asiaMostly Factual25m ago

Amazon tops cloud expectations on strong AI demand, shares rise

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seeking-alphaMixed52m ago

Microsoft in charts: Intelligent cloud revenue rises 30%

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zerohedgeLow2h ago

Amazon Drops After AWS Growth Misses Whisper Estimates As Capex Soars

Amazon Drops After AWS Growth Misses Whisper Estimates As Capex Soars In our preview of Amazon's earnings, we summarized sentiment as "Bullish, But Concerns Remain" with JPM noting that client "conversations were heavily AWS-skewed with investor focus on degree of acceleration and cloud $ re-capture driven by core workloads, AI, & new partnerships. Still, some concerns remain on broader AI positioning/strategy, Trainium traction, & gap to Azure/Google Cloud growth. Strong Stores...

By Tyler Durden

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Coverage Timeline

First report: Korea Herald · 29 Apr, 10:44Full coverage: 25 · 12hWindow: 12h
Left-leaningCenterRight-leaning
Korea Herald29 Apr, 10:44First to report

Hybe posts record Q1 on BTS comeback, rookie momentum

2h later
Reuters29 Apr, 12:52

Federal Realty Investment Trust expected to post earnings of 70 cents a share - Earnings Preview - TradingView

1h later
hindustan-times29 Apr, 14:11

AI Worries Have Returned to Wall Street. Now Come Earnings.

4h later
Yahoo29 Apr, 17:50

MaxLinear Just Crushed Earnings: 1 No-Brainer ETF to Buy Now

2h later
vg29 Apr, 20:04

Microsoft-aksjen stiger etter tall

bloomberg29 Apr, 20:09

Alphabet Sales Beat Estimates on Google Cloud, AI Customers - Bloomberg.com

variety29 Apr, 20:15

Amazon Posts $181.5 Billion in Revenue and Smashes Wall Street’s Q1 Earnings Expectations

marketwatch29 Apr, 20:17

Ford’s profit jumps as automaker powers through an EV slowdown

deadline29 Apr, 20:17

YouTube Ad Revenue Rises 11% In Q1 To Near $10B Mark As Parent Alphabet Hits 350M Paid Subscriptions

hollywood-reporter29 Apr, 20:25

YouTube’s Ad Business Hit $9.88 Billion Last Quarter

wsj29 Apr, 20:26

Amazon.com Posts Double-Digit Growth Anchored by Booming Web Services - WSJ

NYT29 Apr, 20:35

A.I. Spending Sets a Record, With No End in Sight

zerohedge29 Apr, 20:39

Amazon Drops After AWS Growth Misses Whisper Estimates As Capex Soars

politiken29 Apr, 20:43

Googles moderselskab slår analytikernes forventninger

AP29 Apr, 20:50

Alphabet’s first-quarter profit soars as Google’s big AI bets help push stock to new highs - AP News

cnbc29 Apr, 20:51

Amazon's cloud unit reports 28% sales growth, topping estimates

le-figaro29 Apr, 21:10

Dans un secteur de l’IA en surchauffe, la démonstration de force des Gafam

klix-ba29 Apr, 21:16

Amazon povećao profit i prihode u prvom kvartalu zahvaljujući rastu AWS-a

Business Insider29 Apr, 21:25

Google's subscriptions business is booming — and AI is a big reason

BBC29 Apr, 21:41

Big US tech stocks swing as investors probe AI spend

yle-uutiset29 Apr, 21:47

Amazonin pilvipalveluiden kasvu jatkui

seeking-alpha29 Apr, 22:14

Microsoft in charts: Intelligent cloud revenue rises 30%

berlingske29 Apr, 22:37

Trods højere omsætning straffes Amazon for øgede investeringer

FT29 Apr, 22:41

Big Tech’s earnings get ever bigger, and ever less useful

channel-news-asia29 Apr, 22:41Latest update

Amazon tops cloud expectations on strong AI demand, shares rise