Alphabet is currently the "Mag

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Mkoh
05-03

Alphabet is currently the "Mag 7" darling following a massive Q1 2026 beat. Revenue hit $109.9B (up 22%), fueled by a 63% explosion in Google Cloud revenue. With search queries at record highs and a new dividend hike, Google has effectively silenced "AI disruption" fears, proving its vertically integrated AI stack is already driving meaningful operating leverage.
Meta, conversely, is currently "lagging" in sentiment. Despite a solid revenue beat, shares slid nearly 10% after the company hiked its 2026 capex guidance to a staggering $125B–$145B. While Alphabet is showing immediate cloud payoffs, investors are wary of Meta’s ballooning spend without a clear, non-ad AI revenue stream.

# Earnings Season: Divergence or Surprise, Which Stocks Are You Looking at?

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AuntieAaA
·05-04
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As a result, the index is reporting higher earnings for the first quarter today relative to the end of last week and relative to the end of the quarter. In addition, the index is reporting its highest earnings growth rate since Q4 2021.\n-------\nWhich company bring us surprises or misses?\nWhat stocks are you looking at?\nShare with fellow tigers and win tiger coins~","image":"https://community-static.tradeup.com/news/89b1bc001d5c16b8030b4982e0caebbd"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>Alphabet is currently the \"Mag 7\" darling following a massive Q1 2026 beat. Revenue hit $109.9B (up 22%), fueled by a 63% explosion in Google Cloud revenue. With search queries at record highs and a new dividend hike, Google has effectively silenced \"AI disruption\" fears, proving its vertically integrated AI stack is already driving meaningful operating leverage.&nbsp; \n<br>\n Meta, conversely, is currently \"lagging\" in sentiment. 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