Whalesbook
Yeh AI ka game abhi shuru hua hai aur sabhi players apna paisa laga rahe hain. Dekhte hain kisko kya milta hai.
Meta Platforms ka kya hua?
Meta, Mark Zuckerberg ki company, ne Q1 mein $56.31 billion ka revenue kamaya, jo pichhle saal se 33% zyada hai. Par sabki nazar unke badhte kharch par gayi. Ab 2026 tak woh $125 billion se $145 billion tak capital expenditure karne wale hain, matlab $10 billion zyada. CFO ne bola ki AI ke liye computing power ki zaroorat underestimate kar di thi. Zuckerberg ne bhi confess kiya ki AI products se paisa kaise kamana hai, iska koi fixed plan nahi hai, par woh apne Superintelligence Lab par confidence dikha rahe hain. Is uncertainy ki wajah se Meta ke shares gir gaye, kuch reports ke hisab se 7% tak after-hours trading mein.
Alphabet ka Cloud Performance
Google ki parent company, Alphabet, ne sabse accha reaction paaya. Unke shares extended trading mein lagbhag 7% tak chadhe. Company ne Q1 mein $109.9 billion ka revenue generate kiya, jo pichhle saal se 22% zyada hai. Iska bada reason unka strong cloud growth tha. Alphabet ne bhi apna 2026 capex guidance badha kar $180 billion se $190 billion kar diya hai. CEO Sundar Pichai ne kaha ki AI agents ek bada platform shift hain aur Alphabet ismein leading infrastructure banane ke liye ready hai.
Microsoft ki Cash Flow Tension
Microsoft ke results aane ke baad shares lagbhag 2% gir gaye, phir thoda recover hue. Company ne $83 billion ki sales announce ki, jo 16% zyada hai, aur profits 23% badhkar $38 billion ho gaye. Revenue expectations beat karne ke baad bhi, free cash flow pichhle saal se lagbhag $6 billion kam hokar $15.8 billion ho gaya, jisse investors thoda chintit ho gaye. CFO Amy Hood ne assure kiya ki AI investments aaram se chal rahe hain aur margins better hain. CEO Satya Nadella ne AI se $37 billion annual run rate ki potential batayi. Par abhi bhi OpenAI mein massive investments jaise bade kharchon par sawal hain.
Amazon ka AI Engine Ready
Amazon ke shares bhi after-hours trading mein lagbhag 4% tak chadhe. Company ne 15% profit increase aur apne crucial cloud computing business, AWS mein 28% growth report kiya, jo 4 saal mein sabse accha performance hai. CEO Andy Jassy ne bataya ki Amazon ke AI chip business ne $20 billion annual run rate achieve kar liya hai aur is saal AI mein around $200 billion kharch karne ka plan hai. Anthropic aur OpenAI jaise AI firms ke saath partnerships unke core operations ko boost kar rahe hain.