亚马逊电话会：订单积压 3640 亿，首次系统性披露自研芯片业务规模，CEO 高呼 AI 是 “一生一次的机遇”Meta Platforms Conference Call: Full-Year CapEx Raised by Another $10 Billion to Record High; AI Agent Commercialization Path Remains UnclearQCOM: Can the AI boost offset handset softness?SG Morning Brief | Cloud Earnings Crush It, Fed Splits 8-4, Macro Gauntlet AwaitsMeta's stock price falls due to concerns over artificial intelligence spending and legal scrutinyTrump Insists on "Blockade" as Brent Crude Rises for Eighth Straight Day, Surpasses $120; Iranian Parliament Speaker Mocks: "Next Stop $140"Azure cloud computing revenue surged by over 40% to $190 billion, boosting AI infrastructure! Microsoft's performance may not be explosive enough, but it's sufficient to sustain the AI super bull marketPowell "Stays On," Three Voting Members Oppose Rate Cut—This Is the "Succession Scenario" Facing New Fed Chair Warsh"Big Four" Tech Giants Release Earnings on Same Day in Rare Occurrence: Alphabet Surges, Meta Plummets; Rapid Cloud Growth for Alphabet, Microsoft, and Amazon; Alphabet and Meta Raise Capital ExpendituresCICC: The likelihood of the Federal Reserve raising interest rates this year is relatively low, and the next rate cut may be delayed until the fourth quarterThree Voting Members "Oppose Rate Cut," Short-Term Treasuries Plunge, Market Prices in Fed "Rate Hike" by 2027早餐 | 盘后绩后，Meta、谷歌、亚马逊涨跌不一！Alphabet Q1 delivers a stunning report card: revenue growth of 22%, Google Cloud explosive growth of 63% to $20 billion, $70 billion buyback plus a 5% dividend increase to reward shareholdersFirst batch of refunds for "Trump tariffs" to be issued around May 11智通港股早知道 | 美联储 8 比 4 投票维持利率不变 WTI 原油期货当月连续合约涨 8.57%Amazon's Q1 revenue and net profit both exceeded expectations! AI bets pay off: AWS surged 28%, reaching a three-year high, with AI budget aiming for $200 billion this yearThanks to strong demand for artificial intelligence, Amazon's cloud business performed better than expected, and its stock price roseMicrosoft's Revenue Growth Exceeded Expectations Last Quarter, Azure Cloud Revenue Rose 40%, Capital Expenditure Unexpectedly Slowed | Earnings InsightsReminder: Key Focus for Intraday Trading (All times are in Beijing Time)Cloud Business Drives Amazon Q1 Revenue Acceleration; AWS Revenue Growth Hits Two-Year High; Capital Expenditure Exceeds ExpectationsAnthropic Considers Fundraising at Valuation Exceeding $900 BillionAlphabet Q1 Revenue Beats Expectations with 22% Growth; AI Drives Multi-Segment Expansion, Cloud Surges 63%Amazon increases spending to accelerate cloud business salesQualcomm Q2 Mobile Chip Revenue Drops 13%, Weak Q3 Guidance, Data Centers Emerge as New Lifeline | Earnings InsightApril 30th Foreign Market Headlines: The Federal Reserve holds steady, Powell states he will remain a governor, Microsoft, Google, Amazon, and Meta report positive earningsU.S. 2-Year Treasury Yield Breaks Above 3.95% During Powell's Latest Press Conference谷歌母公司电话会：算力严重受限，上调全年资本开支至 1800 亿-1900 亿美元AMD surged 4.3% on Wednesday after being positively rated by SusquehannaAfter the Fed decision, US Treasuries, stocks, and gold dipped slightly, reversing after Powell's press conference; overall daily volatility remained limitedQualcomm Forecasts Q3 Revenue of $9.2 Billion to $10 Billion, Below Analyst Expectations of $10.26 BillionMeta Platforms Q1 Revenue Hits $56.31 Billion, Beating Analyst Estimates of $55.51 Billion; Q2 Revenue Forecast at $58-61 Billion vs. Analyst Consensus of $59.56 BillionMeta Platforms Q1 Revenue Grows 33%, Slightly Beating Expectations; Full-Year Capital Expenditure Guidance Raised to a High of $145 BillionPowell's 'Farewell Meeting' Sees Largest Dissent in 34 Years: Fed Holds Steady Again, but Four Committee Members Oppose the StatementFull Comparison of Changes in the Federal Reserve's April Meeting StatementU.S. Crude Oil Exports Surge Past 6 Million Barrels Per Day to Record High; Inventories Drop More Than Expected; WTI Rises Nearly 7%鲍威尔 “最后一舞”：将留任美联储理事、不当影子主席，四票反对反映委员会重心趋于中性（附全文）JPMorgan Chase: Economy Can Withstand Some InflationApple plans to launch Siri camera mode and upgrade visual AI in iOS 27German Inflation Unexpectedly "Cools": ECB Gets Breathing Room, April Rate Hike Alert May Be Temporarily LiftedOpenAI quietly distances itself from Microsoft and turns to align closely with Amazon