Amazon, Microsoft, Alphabet and Meta

Never Mind Amazon, Microsoft, Alphabet. Why the Stock Market Can Rise Without Them, and 4 Other Things to Know Today.
Despite Mag 7 names such as Google-parent Alphabet and software titan Microsoft dropping after earnings reports, the broader picture is positive. While sky-high spending on artificial intelligence is causing concern for some cloud-computing companies,
Microsoft, Alphabet, Meta and Amazon Raise Stakes in AI Race with $300B Bet
GOOGL had already surprised markets with the scale of its investment in AI. CEO Sundar Pichai said spending on data centers and servers would rise to $75 billion this year from $53 billion in 2024, a third above Wall Street estimates for the year.
Amazon Cloud Needs to Deliver After Microsoft, Alphabet Misses
Amazon.com Inc. shares have largely climbed on the back of two trends: strength in its cloud business and a focus on costs. Now both could be in question.
Amazon, Microsoft, Alphabet, and Meta to spend well over $300 billion in 2025 fearing China’s AI
Amazon, Microsoft, and Alphabet each saw sharp stock declines following their fourth-quarter earnings reports, which revealed steep increases in AI-related capital spending. Microsoft and Google’s mar
Amazon, Google, Microsoft, and Meta push AI spending to new heights, set to surpass $320 billion this year
Amazon has set the bar exceptionally high, announcing an unprecedented investment of over $100 billion in infrastructure, primarily focused on expanding its cloud computing arm, Amazon
Tech giants to spend $320 billion on AI in 2025 – Meta, Amazon, Alphabet & Microsoft lead the race! What about Apple, Tesla, and Nvidia?
Tech giants Meta, Amazon, Alphabet, and Microsoft are set to spend a record $320 billion on AI and data centers in 2025, up from $230 billion in 2024. The AI race is heating up, with companies investing heavily in infrastructure and cloud computing to stay ahead.
Amazon Follows Google, Meta, and Microsoft With Plans To Boost Spending on AI
Key Takeaways Amazon said it expects to spend over $100 billion in capital expenditures this year, with the "vast majority" going to AI for Amazon Web Services.The company is the latest Big Tech firm to announce it's boosting expected AI infrastructure spending this year.
Meta, Google, Amazon & Microsoft to Spend a Combined $320 Billion on AI in 2025
A clear trend has emerged in the past few weeks, as one tech giant after another reported their earnings: Big Tech is spending big on artificial intelligence in 2025. Combined, Meta, Microsoft, Amazon and Alphabet,
How did Alphabet, Amazon, Microsoft fare in a surging cloud market in Q4?
Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL), and Amazon (NASDAQ:AMZN) share a common theme: disappointing cloud businesses in a surging market. Shares of Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Amazon ...
Alphabet Shares Tumble on Cloud Revenue Shortfall. Is This a Buying Opportunity for the Stock?
Meanwhile, the company expects the launch of its new Gemini 2.0 AI model to help drive growth as it moves closer to being a ...
Alphabet, Microsoft's cloud misses highlights capacity problem
Alphabet (GOOG, GOOGL) shares are under pressure after the company's cloud revenue fell short of Wall Street's expectations.
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Alphabet Plans $75B In Capex This Year Amid AI Data Center Push
Google's parent company is planning more investment in AI infrastructure than analysts projected, even amid concerns around ...
Alphabet shares fall as cloud growth concerns and AI spending rattle investors
Alphabet shares fell 8% on Wednesday as investors balked at the Google parent's slowing cloud growth and planned $75 billion ...
Alphabet's stock slides in the wake of a revenue miss and huge AI spending target
Anat Ashkenazi took over the CFO post at Alphabet at the end of July. This coming earnings report will be an early test of ...
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Alphabet’s Stock Drops After Google Cloud Miss; Investors Wary of $75B Data Center Spending
Alphabet reported $81.6B in Q4 revenue, below analysts’ $82.8B estimate. Google’s parent company announced $75B in 2025 capex ...