Big Tech's Q1 Split the Magnificent Seven Down the Middle
Microsoft, Amazon, and Alphabet beat. Meta tumbled 8%. The dividing line was who is getting paid for the AI capex and who is still funding it.
Reporter · Big Tech, Markets & Money
Sam Whitaker
Reads 10-Ks and earnings transcripts so you don't have to.
Sam covers the public-company side of the technology industry: earnings, M&A, segment economics, and the strategic moves that show up first in financial filings.