Analysis: the combined free cash flow of Amazon, Alphabet, Microsoft, and Meta is expected to fall to ~$4B in Q3 and hit its lowest full-year level since 2014
Silicon Valley giants have transformed from asset-light cash machines to huge infrastructure investors
Alphabet's stock climbed 10% on Thursday and 34% in April, its best month since 2004; Meta's stock plunged 8.5% on Thursday, its steepest drop since October
Alphabet's stock surged on Thursday, lifting Google to its best month on Wall Street since 2004, after the company reported better …
Meta sells $25B of investment-grade bonds, after investors placed $96B in orders for its securities; Meta sold $30B of corporate bonds in October 2025
Meta Platforms Inc. sold $25 billion of investment-grade bonds, hitting the market with a jumbo deal for the second time in six months as investors are starting to show some signs of fatigue.
Alphabet's stock climbed 10% on Thursday and 34% in April, its best month since 2004; Meta's stock plunged 8.5% on Thursday, its steepest drop since October
Annie Palmer /CNBC:
Meta sells $25B of investment-grade bonds after investors placed $96B in orders; Meta sold $30B of corporate bonds in October 2025
Investors placed about $96 billion of orders for Meta Platforms Inc.'s bond sale, according to people with knowledge of the transaction …
Analysis: Meta, Alphabet, Microsoft, and Amazon's capex combined hit a record $130B in Q1, and it is set to reach $725B in 2026, up 77% from $410B in 2025
Meta stock drops on capex increase while Alphabet's cloud business grows faster than rivals Amazon and Microsoft
Meta quietly rolled out USDC stablecoin payouts on Solana and Polygon for select creators in Colombia and the Philippines, per a Facebook support page
Meta has reentered the stablecoin market. Four years after pulling the plug on an earlier attempt, the tech giant has quietly rolled …
Meta reports Reality Labs Q1 revenue of $402M, vs. $488.8M est., and a $4.03B operating loss, vs. $4.82B est.; Reality Labs has $80B+ in losses since late 2020
Jonathan Vanian /CNBC:
Meta reports Q1 revenue up 33% YoY to $56.31B, net income up 61% YoY to $26.77B, and says “scrutiny on youth-related issues” may “result in a material loss”
Meta raises its 2026 capex to between $125B and $145B, above analysts' est. and marking a ~7.4% jump from its $115B-$135B forecast in January; META drops 10%+
Meta Shares Plunge as AI Investments Raise Spending Outlook — Video Player is loading. — Unmute — Current Time 0:00 Loaded: 12.32% Playback Rate