Global connectivity leader $Astera Labs (ALAB.US)$ dropped over 9% after hours following its Q4 earnings release. Why did the market react so negatively to the report? Let’s dive in to explore the details.
Three Things to Watch
Gross Margins Set to Decline: The Impact of the 7-Year, $6.5 Billion Amazon Deal
While $Astera Labs (ALAB.US)$ has maintained rapid revenue growth with gross margins historically stable between 75% and...

$Amazon (AMZN.US)$ 's stock price plummeted after the release of its earnings report, primarily due to the announcement of high capital expenditures and the cloud business (AWS) operating income growth rate falling below 20%.
Core Financial Indicators
Amazon reported net sales of $213.4 billion for the fourth quarter, marking a 14% increase from $187.8 billion in the same period last year.
Operati...

The CapEx shock in one screenshot
Across the last few mega-cap prints, 2026 CapEx plans moved from "already huge" to "did someone spill a trillion dollars on the keyboard."
– $Meta Platforms (META.US)$ guided $115–135B vs $110B consensus, with the stock up ~10% on the day, but that pop has not fully held, which is a subtle signal that investors want proof, not poetry about "superintelligence."
– $Microsoft (MSFT.US)$ guided $140–150B vs $109B consensus, and t...