Md Abdur Rakib

Big Tech's super year! Alphabet, Amazon, Meta and Microsoft set fire to Q1 2026 Earnings yesterday (April 29). Together, the four big tech giants released their first-quarter results. Everyone exceeded Wall Street's expectations, but investors showed mixed reactions regarding the huge costs of AI.

Highlights at a glance:
Alphabet (Google)
Revenue: $109.9 billion (22% ↑)
Google Cloud: $20.03 billion (63% ↑) — the biggest surprise!
EPS: $5.11 (much higher than expected) AI and cloud business are performing brilliantly.
Amazon
Revenue: $181.5 billion (17% ↑)
AWS (Cloud): $37.6 billion (28% ↑) — fastest growth in 15 quarters
EPS: $2.78
Meta (Facebook-Instagram)
Revenue: $56.31 billion (33% ↑) — fastest growth since 2021
Net Income: $26.8 billion, but shares fell after announcing that AI spending will be $125-145 billion in 2026.
Microsoft
Revenue and operating income showed good growth (thanks to Azure and AI-powered cloud), but there was some impact due to investment in OpenAI.

Key point:
Huge investments are ongoing in AI infrastructure and cloud business. Big Tech is still increasing AI spending, but returns are also slowly starting to come in.

In your opinion — how far will this AI spending race go? Will it be profitable in the long run, or is a bubble forming? Let us know in the comments

#BigTech #Q1Earnings2026 #AI #Google #Amazon #Meta #Microsoft #TechNews