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The S&P 500 and Nasdaq closed higher Thursday, booking their biggest monthly gains in years as strong corporate earnings offset oil and geopolitical concerns. Alphabet reported a record quarter for its cloud unit, boosting tech sentiment. Industrials and technology sectors led the broad-based rally.
Alphabet and Meta both announced rising capex plans, but markets moved them in opposite directions. Alphabet gained around 5% while Meta fell roughly 10%, suggesting investors see more near-term return risk in Meta's spending trajectory. The split sets a cautious tone ahead of other major tech earnings.
Meta shares dropped nearly 10% following its earnings release, while Alphabet's Google stock surged sharply in the same reporting period. The split signals differing investor confidence in how each company is managing its ad business and AI investments.
Meta, Amazon, Alphabet, and Samsung all topped first-quarter 2026 earnings expectations, with Samsung logging a record profit. The results point to recovering ad markets, strong cloud demand, and a rebound in memory chips. Investor focus now shifts to forward guidance on AI spending and margins.
Alphabet reported a sharp rise in first-quarter profit, fueled by its AI investments across Google's products and cloud services. The strong results pushed Alphabet's stock to new highs, signaling broad investor confidence in its AI-driven growth strategy.
NiSource signed a long-term power agreement with Alphabet and expanded its existing deal with Amazon, deepening its role as a power supplier to major hyperscale operators. The agreements provide NiSource with contracted revenue and signal continued utility infrastructure demand driven by AI and data center expansion.
Alphabet (GOOGL) is being assessed as a leading AI stock candidate for 2026, with its competitive case built on Google DeepMind, Gemini models, Google Cloud, and proprietary TPU infrastructure. The key debate is whether Alphabet can translate heavy AI investment into sustained earnings growth against regulatory
The European Commission proposed on April 16 that Google share anonymised search data, including queries, clicks, and rankings, with rival search engines and AI services under the Digital Markets Act. The move could structurally weaken Google's search moat as AI and search converge, with pricing capped at incremental
Tag
The S&P 500 and Nasdaq closed higher Thursday, booking their biggest monthly gains in years as strong corporate earnings offset oil and geopolitical concerns. Alphabet reported a record quarter for its cloud unit, boosting tech sentiment. Industrials and technology sectors led the broad-based rally.
2mo ago · 1 min · Markets
Alphabet and Meta both announced rising capex plans, but markets moved them in opposite directions. Alphabet gained around 5% while Meta fell roughly 10%, suggesting investors see more near-term return risk in Meta's spending trajectory. The split sets a cautious tone ahead of other major tech earnings.
2mo ago · 1 min · Markets
Meta shares dropped nearly 10% following its earnings release, while Alphabet's Google stock surged sharply in the same reporting period. The split signals differing investor confidence in how each company is managing its ad business and AI investments.
2mo ago · 1 min · Markets
Meta, Amazon, Alphabet, and Samsung all topped first-quarter 2026 earnings expectations, with Samsung logging a record profit. The results point to recovering ad markets, strong cloud demand, and a rebound in memory chips. Investor focus now shifts to forward guidance on AI spending and margins.
2mo ago · 1 min · Markets
Alphabet reported a sharp rise in first-quarter profit, fueled by its AI investments across Google's products and cloud services. The strong results pushed Alphabet's stock to new highs, signaling broad investor confidence in its AI-driven growth strategy.
2mo ago · 1 min · Markets
NiSource signed a long-term power agreement with Alphabet and expanded its existing deal with Amazon, deepening its role as a power supplier to major hyperscale operators. The agreements provide NiSource with contracted revenue and signal continued utility infrastructure demand driven by AI and data center expansion.
2mo ago · 1 min · Business
Alphabet (GOOGL) is being assessed as a leading AI stock candidate for 2026, with its competitive case built on Google DeepMind, Gemini models, Google Cloud, and proprietary TPU infrastructure. The key debate is whether Alphabet can translate heavy AI investment into sustained earnings growth against regulatory
2mo ago · 1 min · Markets
The European Commission proposed on April 16 that Google share anonymised search data, including queries, clicks, and rankings, with rival search engines and AI services under the Digital Markets Act. The move could structurally weaken Google's search moat as AI and search converge, with pricing capped at incremental
2mo ago · 2 min · Policy & Government
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