#Google #Microsoft #Amazon - META Pressure, GOOGL Gains and a "Mixed Picture on Data: Schwab Network

30 April 2026 

Markets are attempting to make sense of GDP, PCE and Jobless Claims data while also weighing the earnings reports from Alphabet (GOOGL),

Meta Platforms (META), Microsoft (MSFT) and Amazon (AMZN). Kevin Green is watching the $600 level for META saying that could be a key level for investors and traders to monitor as shares pull back after earnings.

Meanwhile, Google's parent company continues to chug higher as its AI spend expands. KG later chimes in Microsoft's margin contraction being a key concern for the company moving forward.

Lastly, he shifts gears to the energy commodity space as ongoing geopolitical risks and supply disruptions impact global trade.

#meta #metaplatforms #facebook

#microsoft #artificialintelligence #ai - Mustafa Suleyman sets out Microsoft AI's goal of 'humanist superintelligence' | FT Interview

12 February 2026

The chief executive of Microsoft AI talks to Financial Times editor Roula Khalaf about the markets and AI investment, timescales for replacement of professional tasks, the push for self-sufficiency, and the battle for talent #microsoft #artificialintelligence #ai #mustafasuleyman #roulakhalaf #technology

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#usa #microsoft #investing - MSFT Down in First Round of Mag 7 Earnings, Job Market Shifts FOMC: Schwab Network

29 January 2026

Markets continue to break down Microsoft (MSFT), Meta Platforms (META), and Tesla (TSLA) earnings after all three Mag 7 giants reported Wednesday evening.

The first of which has the lone down arrow ahead of Thursday's session. Kevin Hincks explains why the numbers in Microsoft's report were "pretty solid" even though the trading action suggests otherwise. On the Fed,

Kevin talks about the impact jobs data had on the FOMC's perspective.

Microsoft Corporation (MSFT)

Meta Platforms, Inc. (META)

Tesla, Inc. (TSLA)

#ai #usa #investment - AI Spending Worry: Meta, Microsoft Shares Fall on Data Center Investment Plans: Bloomberg Television

30 October 2025

Meta Platforms and Microsoft Corporation shares fell in after-hours trading on Wednesday after the tech giants disclosed spending on AI data centers filled with humming servers.

Meta warned that 2026 outlays would be “notably larger” than in 2025, but CEO Mark Zuckerberg, said he wasn’t worried about overspending on AI infrastructure.

Matt Bloxham of Bloomberg Intelligence explains.