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Mkoh
05-04

Alphabet (GOOG) is leading. Google Cloud exploded +63% year-over-year to $20B in Q1, with operating margins near 33% and a backlog that nearly doubled to over $460B. Shares surged post-earnings, silencing doubts about Google’s AI position as heavy capex ($180-190B guided) starts delivering high-margin growth.
Amazon (AMZN): AWS grew ~28% (fastest in 15 quarters) and delivered a strong operating income beat. Solid returns on ~$200B capex.
Meta (META): Strong ad revenue (+28-33%), but shares fell on higher capex guidance ($125-145B) as AI monetization remains more indirect.
Microsoft (MSFT): Azure growing well (~40%), yet the stock has lagged peers amid massive ~$190B spending and questions on return timing.

Apple continues with low capex intensity and strong services margins.Bottom Line: Among the big AI spenders, Alphabet currently shows the best bang for the buck

# Amazon Q1: AWS 4Y Growth High, But Capex Concerns Loom?

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Analysts noted that both companies' cloud growth trajectories provide clear near-term demand visibility for chip suppliers including Nvidia. The AWS acceleration story is now well established, but when will elevated AI capital expenditure translate into visible margin improvement?","image":"https://community-static.tradeup.com/news/4ca6ebc7a0e8039eba8f308b745c101d"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>Alphabet (GOOG) is leading. Google Cloud exploded +63% year-over-year to $20B in Q1, with operating margins near 33% and a backlog that nearly doubled to over $460B. Shares surged post-earnings, silencing doubts about Google’s AI position as heavy capex ($180-190B guided) starts delivering high-margin growth. \n \n Amazon (AMZN): AWS grew ~28% (fastest in 15 quarters) and delivered a strong operating income beat. Solid returns on ~$200B capex. \n \n Meta (META): Strong ad revenue (+28-33%), but shares fell on higher capex guidance ($125-145B) as AI monetization remains more indirect. \n \n Microsoft (MSFT): Azure growing well (~40%), yet the stock has lagged peers amid massive ~$190B spending and questions on return timing. \n \n \n Apple continues with low capex intensity and strong services margins.Bottom Line: Among the big AI spenders, Alphabet currently shows the best bang for the buck \n \n \n </body></html>","htmlText":"<html><head></head><body>Alphabet (GOOG) is leading. Google Cloud exploded +63% year-over-year to $20B in Q1, with operating margins near 33% and a backlog that nearly doubled to over $460B. Shares surged post-earnings, silencing doubts about Google’s AI position as heavy capex ($180-190B guided) starts delivering high-margin growth. \n \n Amazon (AMZN): AWS grew ~28% (fastest in 15 quarters) and delivered a strong operating income beat. Solid returns on ~$200B capex. \n \n Meta (META): Strong ad revenue (+28-33%), but shares fell on higher capex guidance ($125-145B) as AI monetization remains more indirect. \n \n Microsoft (MSFT): Azure growing well (~40%), yet the stock has lagged peers amid massive ~$190B spending and questions on return timing. \n \n \n Apple continues with low capex intensity and strong services margins.Bottom Line: Among the big AI spenders, Alphabet currently shows the best bang for the buck \n \n \n </body></html>","text":"Alphabet (GOOG) is leading. Google Cloud exploded +63% year-over-year to $20B in Q1, with operating margins near 33% and a backlog that nearly doubled to over $460B. Shares surged post-earnings, silencing doubts about Google’s AI position as heavy capex ($180-190B guided) starts delivering high-margin growth. Amazon (AMZN): AWS grew ~28% (fastest in 15 quarters) and delivered a strong operating income beat. Solid returns on ~$200B capex. Meta (META): Strong ad revenue (+28-33%), but shares fell on higher capex guidance ($125-145B) as AI monetization remains more indirect. Microsoft (MSFT): Azure growing well (~40%), yet the stock has lagged peers amid massive ~$190B spending and questions on return timing. Apple continues with low capex intensity and strong services margins.Bottom Line: Among the big AI spenders, Alphabet currently shows the best bang for the buck","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/560575839298400","repostId":0,"isVote":1,"tweetType":1,"viewCount":241,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["YMAG","SOCL","GOOGL","MAGY","XDAT","CHAT","AIPO","AGIX","ARTY"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":745,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}