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Big Tech reuters.com 8 hours ago Verified Hot

Hyperscaler Earnings to Test AI-Driven Stock Rally as Capex Soars Toward $600B

Alphabet, Amazon, Meta, and Microsoft report Q1 results after the bell today, putting massive AI infrastructure spending under the microscope. Investors seek proof that hyperscalers' aggressive capex on GPUs and data centers is translating to revenue growth amid OpenAI's recent revenue shortfalls.

Why it matters

This could validate or shatter the AI hype, dictating trillions in market cap for the sector.

Today in AI

Big Tech mediapost.com 22 hours ago

OpenAI Restructures Microsoft Partnership, Ends Azure Exclusivity and Revenue Share

OpenAI and Microsoft announced a revamped deal allowing OpenAI to commercialize models across multiple clouds like AWS, ending Microsoft's exclusive first access and revenue-sharing obligations. Microsoft retains preferred partner status and IP license. This clears path for OpenAI IPO while expanding compute options.

Trusted sources

73 Avg Signal
10 Verified
100% Linked
reuters.com 12x · 17/20
cnbc.com 9x · 8/20
globenewswire.com 4x · 8/20
prnewswire.com 4x · 8/20
techcrunch.com 3x · 14/20

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Market Pulse

AI Pulse
72/100
bullish

AI chip stocks rebound in premarket on supply chain momentum ahead of hyperscaler earnings; MSFT dips slightly

NVDA +1.8%
NVIDIA chips
MSFT -0.6%
Microsoft labs
AMD +2.4%
Advanced Micro Devices chips
GOOGL +0.9%
Alphabet labs

Recurring Movers

NVDA 8 hits · -0.72%
MSFT 4 hits · +0.5%
AMD 3 hits · -3.0%
AVGO 3 hits · -5.0%