Quick Look at Magnificent 7 Earnings: Microsoft, Amazon, Alphabet, and Meta all beat Q1 expectations! Cloud and AI businesses shine.

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Microsoft, Amazon, Alphabet, and Meta, four of the "Magnificent 7" stocks, released their earnings early this morning (30th). All four tech giants exceeded Q1 expectations, with cloud and AI businesses shining brightly. However, high AI capital expenditures (CapEx) have triggered investor sensitivity, with Meta’s stock falling in after-hours trading due to an upward revision of its full-year spending guidance. Market focus has shifted from "who is doing AI" to "when will AI become profitable." (Context: Magnificent 7 earnings are here! Microsoft, Google, Meta, and Amazon reports, and how AI CapEx affects TSMC's trend) (Background: Bitcoin faces a showdown this week with the FOMC meeting and tech earnings! QCP: If BTC breaks $82,000, the CME gap could reach the $90,000 mark) Early this morning (30th) Taipei time (after-hours on April 29th, US Eastern Time), Wall Street welcomed "Super Earnings Day." Microsoft (MSFT), Amazon (AMZN), Alphabet (GOOGL), and Meta gathered to unveil their results for the first quarter of 2026 (or the corresponding fiscal quarter). Overall, these four tech giants delivered an impeccable "report card," with revenue and earnings per share (EPS) all beating Wall Street analyst expectations. However, after-hours stock performance was polarized, with the key being the intense tug-of-war between the market's view on "AI CapEx" and "actual return on investment." Below is a quick look at the key Q1 financial data for the four tech giants: - Revenue and Profit: Revenue reached $82.89 billion (up 18% YoY), better than the expected $81.3 billion; EPS was $4.27 (up 23% YoY), also exceeding expectations. - Business Highlights: Intelligent Cloud, especially the Azure business, showed strong momentum, with Microsoft's overall cloud gross margin reaching 68%. - Concerns: Despite a 24% YoY increase in operating income, the company's massive investment losses in OpenAI had a negative impact of approximately $0.41 on this quarter's EPS. After-hours stock prices fluctuated as investors kept a close eye on when AI investments would become fully self-sustaining. - Revenue and Profit: Revenue reached $109.9 billion (up 22% YoY); EPS soared to $5.11 (up 82% YoY), achieving a significant beat. - Business Highlights: The biggest highlight of the quarter was Google Cloud, with revenue surging to $20 billion (up 63% YoY), demonstrating extremely strong momentum for GCP in enterprise AI solutions and infrastructure. - Core Advertising: Total Google Services revenue reached $89.6 billion, with Search growing 19% and YouTube ads growing 11%. Overall gross margin also expanded significantly to 36.1%. - Revenue and Profit: Revenue reached $181.5 billion (up 17% YoY), far exceeding the expected $177.2 billion; EPS jumped significantly from $1.59 in the same period last year to $2.78. - Business Highlights: Driven by AWS cloud services and AI infrastructure investments, coupled with steady performance in the core retail business, Amazon continues to demonstrate strong monetization capabilities. Future capital expenditures will also be highly focused on AI infrastructure. - Revenue and Profit: Revenue was $56.31 billion (up 33% YoY); EPS reached $10.44 (including an $8 billion one-time tax benefit, or approximately $7.31 excluding it), significantly better than expected. - Business Highlights: The DAP family reached 3.56 billion daily active users; ad impressions grew 19% YoY, and average ad prices rose 12%, showing continued profitability in the precision of Reels and AI-driven feeds. - Market Pain Point: Despite the impressive results, Meta announced that it would significantly raise its 2026 full-year CapEx to $125 billion–$145 billion (previously $115 billion–$135 billion) to go all-in on AI and the metaverse. The massive spending plan immediately sparked market panic, causing Meta's stock to fall in after-hours trading. In summary, the growth of AI and cloud businesses has indeed kept pace with these giants, showing initial returns on investment. However, the combined tens of billions of dollars in AI CapEx from the four companies have also tested the market's patience. Next, Apple (AAPL), one of the Magnificent 7, will take the baton to report earnings after the market closes tomorrow (1st), which is expected to set the tone for

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