Big Tech delivers, capex jumps

Big Tech delivers, capex jumps

From Wall Street Breakfast by Seeking Alpha

April 30, 2026 · 5 min

About this episode

The episode discusses the financial performance of major tech companies and their impact on the market.

Alphabet (GOOG) (GOOGL) stock rises on strong financial growth and quarterly beat: Key takeaways. (00:14) Meta's (META) increased capex, lackluster guidance spook investors . (00:58) Amazon (AMZN) discusses ' The Apprentice ' reboot, with Don Jr. as potential host - WSJ. (02:14) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: GOOG, META, QCOM, and more Nvidia B300 servers hit $1M price in China amid U.S. curbs - report U.S. said to pitch new coalition to restore freedom of navigation in Strait of Hormuz Amazon, Google, and Microsoft are seeing unprecedented gains in cloud, thanks to AI Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .

Topics covered

  • Big Tech
  • financial growth
  • capital expenditure
  • investor guidance
  • cloud computing
  • AI

Keywords

  • Alphabet
  • Meta
  • Amazon
  • capital expenditure
  • cloud computing
  • AI
  • investors
  • financial growth

Mentioned in this episode

Organizations: Alphabet, Meta, Amazon, WSJ, Nvidia, Microsoft

Places: China, Strait of Hormuz

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