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In the next 48 hours we have the Fed's 6 weekly announcement and Mega-cap earnings:
– Microsoft
– Amazon
– Alphabet Inc.
– Meta Platforms
- Apple
On moomoo check out the Earnings Calendar
These five will likely dictate index direction given:
– Their massive weightings
– Their central role in AI
The Bigger Narrative
A recent report flagged weaker-than-expected growth at OpenAI, ...
– Microsoft
– Amazon
– Alphabet Inc.
– Meta Platforms
- Apple
On moomoo check out the Earnings Calendar
These five will likely dictate index direction given:
– Their massive weightings
– Their central role in AI
The Bigger Narrative
A recent report flagged weaker-than-expected growth at OpenAI, ...
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Key Takeaways (AI-Generated)
Financial Performance
- Consolidated revenue reached $109.9 billion, up 22% year-over-year (19% in constant currency)
- Google Cloud revenue accelerated 63% to $20 billion, exceeding this milestone for first time
- Cloud operating income tripled year-over-year to $6.6 billion with 32.9% operating margin
- Net income increased 81% to $62.6 billion and earnings per share rose 82%
Business Highlights
- Google Cloud backlog nearly...
Financial Performance
- Consolidated revenue reached $109.9 billion, up 22% year-over-year (19% in constant currency)
- Google Cloud revenue accelerated 63% to $20 billion, exceeding this milestone for first time
- Cloud operating income tripled year-over-year to $6.6 billion with 32.9% operating margin
- Net income increased 81% to $62.6 billion and earnings per share rose 82%
Business Highlights
- Google Cloud backlog nearly...
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Key Takeaways (AI-Generated)
Financial Performance:
- Meta Platforms reported a Q1 revenue of $56.3 billion, a 33% increase year-over-year.
- Ad revenue was $55 billion, representing a 33% increase from the previous year.
- Operating income reached $22.9 billion with an operating margin of 41%.
- Net income was $26.8 billion, or $10.44 per share, boosted by a significant tax benefit.
Business Progress:
- Introduced Muse Spark, a significant upgrade in Meta AI...
Financial Performance:
- Meta Platforms reported a Q1 revenue of $56.3 billion, a 33% increase year-over-year.
- Ad revenue was $55 billion, representing a 33% increase from the previous year.
- Operating income reached $22.9 billion with an operating margin of 41%.
- Net income was $26.8 billion, or $10.44 per share, boosted by a significant tax benefit.
Business Progress:
- Introduced Muse Spark, a significant upgrade in Meta AI...
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Key Takeaways (AI-Generated)
Financial Performance:
- Amazon reported a first quarter revenue of $181.5 billion for Q1 2026, up 17% year-over-year.
- Operating income reached $23.9 billion with operating margins at 13.1%, the highest ever reported.
- AWS segment revenue was $37.6 billion, with a 28% year-over-year growth, and AWS operating income was $14.2 billion.
- Revenue growth driven by both AI and non-AI services within AWS, as well as strong third-pa...
Financial Performance:
- Amazon reported a first quarter revenue of $181.5 billion for Q1 2026, up 17% year-over-year.
- Operating income reached $23.9 billion with operating margins at 13.1%, the highest ever reported.
- AWS segment revenue was $37.6 billion, with a 28% year-over-year growth, and AWS operating income was $14.2 billion.
- Revenue growth driven by both AI and non-AI services within AWS, as well as strong third-pa...
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Monday’s bell sounded a structural alarm as the $S&P 500 Index (.SPX.US)$ and $Invesco QQQ Trust (QQQ.US)$ buckled under a 15% tariff shock. While safe havens previously wavered, $SPDR Gold ETF (GLD.US)$ surged past $5,200 and $iShares Silver Trust (SLV.US)$ reclaimed $90 this week, proving the flight to quality is back. Even $NVIDIA (NVDA.US)$ record results couldn't stem a 5.5% post-beat slump, confirming the "NVIDIA Paradox" ...
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The geopolitical noise is rapidly fading into the background. With the White House sidestepping the War Powers Resolution's congressional approval hurdle, the immediate alarm of conflict escalation has been paused. The market is aggressively stripping away geopolitical static, snapping its crosshairs back to fundamentals and liquidity.
On one side, a raging feast in semiconductors and AI; on the other, a collective defensive crouch from "smart money." Ar...
On one side, a raging feast in semiconductors and AI; on the other, a collective defensive crouch from "smart money." Ar...
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![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined"){kind=small}
$Amazon (AMZN.US)$ ’s Q1 2026 earnings report beat market expectations in overall revenue and AWS business growth. AI investments have started to yield returns; however, net income included substantial one-off gains, while free cash flow remained under pressure.
Microsoft, Amazon, and Google released their quarterly reports on the same day, a rare occurrence. All three companies showed strong growth in their cl...
Microsoft, Amazon, and Google released their quarterly reports on the same day, a rare occurrence. All three companies showed strong growth in their cl...
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The quarter was not weak. The proof standard has simply moved higher because the spending base is now enormous. Let us take a closer look.
Key Financial Highlights
Revenue was $56.31 billion, up 33% year-over-year, ahead of the $55.45 billion consensus. On a constant-currency basis, revenue grew 29%, which means FX helped, but did not fully explain the acceleration.
The ad engine remained very strong, but the drivers were mixed. Meta delivere...
Key Financial Highlights
Revenue was $56.31 billion, up 33% year-over-year, ahead of the $55.45 billion consensus. On a constant-currency basis, revenue grew 29%, which means FX helped, but did not fully explain the acceleration.
The ad engine remained very strong, but the drivers were mixed. Meta delivere...
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$Microsoft (MSFT.US)$ delivered a strong fiscal third quarter, and the stock reaction was muted rather than euphoric. The company beat on revenue and EPS, Azure growth accelerated to 40%, and AI revenue is now large enough to matter. Still, investors are weighing that growth against a much bigger AI infrastructure bill.
Key Financial Highlights
Revenue was $82.9 billion, up 18% year over year and 15% in constant currency. That beat the r...
Key Financial Highlights
Revenue was $82.9 billion, up 18% year over year and 15% in constant currency. That beat the r...
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$Microsoft (MSFT.US)$'s options market is bracing for wild share price swings after the software giant announced Monday the end of its exclusive pact with OpenAI and said it will no longer pay a revenue share to the parent of ChatGPT.
"Microsoft’s license will now be non-exclusive," the tech giant said in a corporate blog post Monday morning, announcing the amendment to its pact with the company behind ChatGPT. "OpenAI can ...
"Microsoft’s license will now be non-exclusive," the tech giant said in a corporate blog post Monday morning, announcing the amendment to its pact with the company behind ChatGPT. "OpenAI can ...
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天之骄子 :
CantSpeak : much peace and many blessing, Greg
151755852 :
Barish : wow, I’m the beginner trader and didn’t know this much information was out tre. it still seems so much to soak in but really appriciate.
M7R :
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