01 May 2026
Prediction: Intel's 122% Rally Is Just Getting Started. Here's Why.
Intel's stock has climbed an impressive 122% so far in 2026, driven by its focus on advanced process technology, domestic manufacturing scale, and specialized silicon. The company's first-quarter results highlighted robust growth in its Data Center and AI (DCAI) group, which grew 22% year over year, generating $5.1 billion in revenue. Intel's ASIC division doubled year over year, and its Foundry…
30 Apr 2026
"Magnificent Seven" Companies Microsoft, Amazon, Alphabet, and Meta Just Reported Earnings. Here Are the Winners and Losers
Four 'Magnificent Seven' companies—Microsoft, Amazon, Alphabet (Google), and Meta Platforms—reported earnings after the market closed on April 29, sparking investor analysis of winners and losers. Microsoft reported adjusted EPS of $4.27, beating estimates by $0.21, with revenue of $82.89 billion also surpassing projections. Amazon reported EPS of $2.78, exceeding estimates by $1.10, alongside…
30 Apr 2026
Meta CEO Mark Zuckerberg Just Delivered Great News for Nvidia and Micron Investors
Big tech earnings are in after Meta Platforms (META), Alphabet, Amazon, and Microsoft all delivered their quarterly reports Wednesday afternoon, with a clear theme: AI spending continues to rise and cloud computing revenues are soaring. Google Cloud reported 63% growth, Microsoft Azure was up 39%, and Amazon Web Services delivered 28% growth. Meta CEO Mark Zuckerberg highlighted that increased…
30 Apr 2026
Morning Minute: Bitcoin Falls After Powell's Likely Final FOMC
Morning Minute is a daily newsletter written by Tyler Warner. The analysis and opinions expressed are his own and do not necessarily reflect those of Decrypt. And check out our new daily news show covering...
30 Apr 2026
Stocks Rise Before the Open as Investors Weigh Big Tech Earnings, Iran War News
June S&P 500 E-Mini futures (ESM26) are up +0.15%, and June Nasdaq 100 E-Mini futures (NQM26) are up +0.22% this morning as investors weigh big U.S. tech earnings and Iran war developments.
30 Apr 2026
Microsoft, Meta, and Google just announced billions more in AI spending—and only one got punished
Microsoft, Meta Platforms, and Google parent Alphabet announced billions in increased AI spending, with only Meta’s stock dropping more than 6% after hours. Alphabet’s Google Cloud saw record revenue growth of 63% year-over-year, while Meta’s CEO Mark Zuckerberg faced investor skepticism on AI ROI.
29 Apr 2026
Tech giants double down on AI as earnings reveal growth gains and rising costs
Big Tech's multi-billion dollar AI bets are still on track as the Mag 7 giants report earnings. Four of the Magnificent Seven (Microsoft, Alphabet, Meta, Amazon) reported quarterly results showing they remain committed to spending billions on AI infrastructure.
29 Apr 2026
Amazon earnings updates: AI spend and AWS in focus for Wall Street ahead of results
Wall Street is getting ready for Amazon earnings after the closing bell. The key metric for investors will be revenue in the AWS segment, as Amazon has been pouring money into its cloud and AI capabilities in recent quarters. Also key to this quarter's results will be any news of Amazon's chip developments. CEO Andy Jassy is bullish on the initiative, mentioning it in his shareholder letter…
28 Apr 2026
Tech's hyperscalers face Wall Street for first time since U.S. Iran war sent oil prices soaring
The last time tech's hyperscalers addressed Wall Street, three months ago, they announced plans to collectively spend well over half a trillion dollars this year to build out their artificial intelligence infrastructure. That was before the U.S. invasion of Iran caused oil prices to spike and led to a dramatic slowdown in helium production, crucial for semiconductor manufacturing. Meanwhile, the…
