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Articles Tagged “Ai Infrastructure Capex”
2 articles found
Stock Trading
Alphabet's Q1 Beat: Google Cloud Surges 63%, Setting a New AI Infrastructure Bar
Alphabet posted Q1 2026 revenue of $109.9 billion on April 30, beating consensus by nearly $3 billion as Google Cloud accelerated to 63% year-over-year growth — the cleanest signal yet that AI infrastructure demand is still surprising to the upside.
Jake Trader★May 3, 2026★6 min read
Stock Trading
Microsoft's Azure Surges 40% as Q1 Earnings Set a New $190B AI Capex Bar
Microsoft posted Q1 2026 EPS of $4.27 on $82.89B revenue on April 29, 2026, with Azure growing 40% year over year and the company guiding 2026 capital expenditures up to $190B as AI infrastructure demand keeps accelerating.
Jake Trader★Apr 30, 2026★6 min read