‘Big 4’ US Tech Raise 2026 Capex to US$695 - $725 🦎 IGGY MORNING UPDATE — 30 APR 2026⚡️ WALL STREET $LITE Every dip to 21ema is supported very well inBuffett said be greedy when others are fearful. $A$GLW with 50ma test only 4th time since April 2025well big tech absolutely crushed capex raised acro$Applied Digital(APLD.US) Strong breakout on APLD,Market not looking pretty today 📉Holding positionsTurns out charging $30 for a $6 burger has limits Just a PSA: (I normally try to stay on topic) But The number of companies basically saying head counPresident Trump says the US government is now up o$First Majestic Silver(AG.US)silver become weak, t$Denison Mines(DNN.US)this stock went below my avgBoth $MSFT and $AMZN stocks are now green. MSFT up$Microsoft(MSFT.US)this stock start pumping down a$META says its new Muse Spark model is improving uAI could always help you write indicator code. Wha$META CFO would not comment on capex for 2027, butTRUMP: UNITED STATES IS STUDYING AND REVIEWING POS$META CFO Susan Li says headcount reductions that Monitoring the situation for you (testing/yields e$GOOG says there is "upside" to ad coverage in AI Zuckerberg kicks off the $META call explaining theZuckerberg says AI will amp the ability for peopleSundar says cloud revenue would have been higher i$GOOG says "this is an expansionary moment for sea$GOOG stock shrugged off the capex comments for 20$GOOG says agentic commerce is long term growth dr$GOOG CFO says capex in 2027 will increase "substaI've monitored the situation for you. TLDR on hype$GOOG Waymo, now over 500k rides a week, more thanThree of the four mega cap tech down after hours. $MAZN revenue up 15% in March vs. 12% in December.In today’s earnings extravaganza, $META 1Q Rev bea$META is down 6% because of the capex guide. Deja $META grew revenue up 33% vs. 31%. For the June qu$META Daily Active People was 3.56B, up 4%. hats a$QCOM Down on a Double Beat EPS: $2.65 vs $2.56 esGood ER reaction so far $MSFT and $GOOGLSource: Su$GOOG INSANE EPS BEAT EPS: $5.11 vs $2.62 est REV:$META Crushed on a Double Beat 💔 EPS: $7.31 vs $6.Q1 earnings are in: 2026 is off to a terrific starExercise time Cya tomorrowSource: Sunrise TraderLeave with this --> Some things take time. Keep go$AMZN Crushed Earnings and... Down 🩸 EPS: $2.78 vs$CVNA Strong results across the board EPS: $1.69 v$F Crushed EPS Adj EPS: $0.66 vs $0.19 est REV: $3We already know the key takeaway from tonights Meg$MSFT Double Beat 🪟 Q3 Adj EPS: $4.27 vs $4.06 est