🎙️ Let It Grow Investing – Episode Notes

Title: Big Tech Earnings: AI Boom or Spending Bubble?

It was a massive earnings week for Big Tech, with five of the “Magnificent 7” reporting results. While most companies beat expectations, the market reaction was mixed—largely due to heavy AI-related capital expenditures (CapEx).

Investors are starting to ask a key question:
👉 Are these AI investments fueling future growth—or cutting into near-term profits?

🟢 Alphabet (GOOGL)

• Stock surged +12%
• Strong search performance
• Google Cloud revenue jumped +63%
• Clear winner of the week, powered by AI momentum

🔴 Meta Platforms (META)

• Stock dropped -9.8%
• Beat earnings expectations
• Sell-off driven by rising AI infrastructure spending
• Market concerned about profitability vs. long-term investment

🟢 Amazon (AMZN)

• Strong results across the board
• AWS growth remains a key driver
• Stock moved higher on solid execution

🔴 Microsoft (MSFT)

• Impressive Azure cloud growth
• Stock dipped due to:

🟢 Apple (AAPL)

• Stock up +3.4%
• Strong iPhone 17 performance
• Growth driven largely by China demand

• AMD (Advanced Micro Devices) on deck after strong prior quarters
• Market attention shifting toward consumer-facing companies
• Continued focus on:

• Big Tech is all-in on AI, but it’s expensive
• Markets are rewarding results today, not just future potential
• CapEx is becoming the new battleground metric
• Volatility may continue as investors reassess valuations

📊 Market Recap (Week Ending May 3, 2026)💻 Big Tech Earnings Breakdown👀 What’s Next🧠 Key Takeaways

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