Earnings Overload

Earnings Overload

Author: Morning Brew April 30, 2026 Duration: 21:11
Big Tech earnings landed — Alphabet soared on cloud growth while Meta dropped 10% after hiking capex to $145B. SoftBank plans an AI/robotics IPO called Roze, Anthropic weighs a $900B+ round, and Musk called himself a "fool" for backing OpenAI. Microsoft says Q3 Intelligent Cloud revenue was $34.68B, vs. $34.27B est., with Azure and other cloud services up 40% YoY; Microsoft 365 Copilot has 20M+ seats (CNBC) Meta raises full-year capex outlook to $125B–$145B, up from $115B–$135B; shares drop ~10%, biggest intraday decline since October (Bloomberg) Alphabet stands out on Big Tech earnings day as Google Cloud revenue jumps 63% and backlog nearly doubles to $462B; capex guidance raised to $180B–$190B (MarketWatch) Big Four combined Q1 capex hit a record $130B, on pace for $725B in 2026, up 77% from $410B last year (FT) Sources: SoftBank plans to create an AI and robotics company called Roze in the US to build data centers and list it as early as 2026, seeking a $100B valuation (FT) Sources: Anthropic has begun weighing a new funding round at a $900B+ valuation, after previously resisting investor proposals at an $800B+ valuation (Bloomberg) Sony confirms that some digital PS4 and PS5 games require a one-time online license check "to confirm the game's license" (GameSpot) OpenAI explains Codex's "goblin problem": reinforcement training rewarded quirky creature metaphors via a discontinued "Nerdy" personality, and the behavior spread (The Verge) Musk v. Altman: Elon Musk says he was a "fool" for backing OpenAI, accusing Altman and Brockman of manipulating him into donating tens of millions of dollars (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices

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Author: Language: English Episodes: 100

Tech Brew Ride Home
Podcast Episodes
Siri Goes With Gemini [not-audio_url] [/not-audio_url]

Duration: 20:41
Apple announces that its going with Google’s Gemini to power Siri later this year, and Google joins the $4T club on the news. Governments around the world are still mad at Grok. AI has essentially killed Stack Overflow b…
Grok Still Groking [not-audio_url] [/not-audio_url]

Duration: 21:24
Grok dials back the AI image generation thing. Kinda. xAI just raised all that money cause it kinda has to. Looks like the next Deep Seek model is incoming. Why a16z is officially the biggest VC firm in all the world. An…
ChatGPT Health [not-audio_url] [/not-audio_url]

Duration: 21:59
Grok and X have been letting people create some risqué and in some cases, probably illegal images, and governments around the world are getting pissed. Does Google think AI can obviate your email inbox? And would you upl…
CES Day 3 [not-audio_url] [/not-audio_url]

Duration: 21:57
xAI has raised another monster round. Polymarket has yet another controversy around whether a bet should pay out or not. Could the AI datacenter buildout actually disrupt politics in local America? And a sort of roundup…
CES Day 2 [not-audio_url] [/not-audio_url]

Duration: 22:15
Nvidia launches its next chip platform. AMD says, hey, us too! Also, did you know Nvidia is building self-driving car platforms? Did you know Dell is bring the XPS brand back? And did you know that the most interesting p…
CES Day 1 [not-audio_url] [/not-audio_url]

Duration: 21:05
Coming to you live from Las Vegas with the first of the CES madness. More signs that insider betting on prediction markets is going to become something we’re going to have to live with. Is Reddit bigger than TikTok now,…
Manus, The Hands Of Fate [not-audio_url] [/not-audio_url]

Duration: 20:53
More on Manus, who they are, how they got positioned to sell, and more on what Meta wants to do with them. Open AI is paying employees more than anyone in history. The TriFold phone is a bit a dud. And, of course, the we…
The End Of Year M&A Rush [not-audio_url] [/not-audio_url]

Duration: 24:05
This flurry of M&A deals at the end of the year (I have another one to tell you about) are people getting out while the getting is good, or is this just the start of what’s going to be a big deal in 2026? And are half of…
Nvidia Kindacquires Groq [not-audio_url] [/not-audio_url]

Duration: 20:57
Nvidia kindaquires Groq I’ll tell you what we think the strategy is here. A shot across my bow that CES is next week. Accountants shut down remote testing because of AI. And for all the recent bullishness, an honest look…

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