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Alphabet, Amazon, Meta, & Microsoft! A Huge Week for the Stock Market
Playing FTSEMay 3, 2026
The creator discusses recent earnings reports from big tech companies, focusing on cloud and ad revenue growth for Microsoft, Alphabet (Google), Amazon, and Meta. While Google Cloud shows the fastest percentage growth, all three hyperscalers are adding significant dollar amounts of new business. In advertising, Meta and Google show strong growth, with Google continuing to dominate the ad market.
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Alphabet shows strong earnings growth driven by AI and investments, but the stock is currently too expensive to buy.
Meta reported massive 33% ad revenue growth, adding $55.2 billion in growth, highlighting its strength in the advertising business.
Amazon's AWS grew 28%, adding the most in raw dollars for cloud revenue, but ad revenue growth was lower than Meta and Google.
Google Cloud's 63% revenue growth is notable, and the company continues to dominate the advertising market.
Microsoft's Azure cloud revenue grew nearly 40%, and while the stock initially fell, the company's overall performance was strong.
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