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
The AI Superbowl [not-audio_url] [/not-audio_url]

Duration: 20:39
Sam Altman assures staff that OpenAI has a good week, but is Anthropic definitively growing faster at this point? Is the CapEx spend about to eat ALL of Silicon Valley’s free cashflow while Apple sits out the party? And…
Piracy Is Back! [not-audio_url] [/not-audio_url]

Duration: 22:15
Claude Opus 4.6 arrives to crown Anthropic’s very good week, at least, for them it was good. You thought tech was spending big to build out for AI, but this week we’ve seen how big. Crypto seems to have really hit a shar…
Is Software Eating The World Being Eaten By AI? [not-audio_url] [/not-audio_url]

Duration: 23:43
Alphabet earnings. Claude goes to the Superbowl. Why AI brand loyalty isn’t even remotely a thing yet. And is the whole Marc Andreessen theory of software eating the world in the process of being eaten by AI? Wall Street…
(BNS) Ring Founder Jamie Siminoff [not-audio_url] [/not-audio_url]

Duration: 43:00
Check out Jaime's book: Ding Dong: How Ring Went From Shark Tank Reject To Everyone's Front Door Learn more about your ad choices. Visit megaphone.fm/adchoices
SpaceX Acquires xAI [not-audio_url] [/not-audio_url]

Duration: 21:23
As SpaceX acquires xAI, all of Elon’s companies under one umbrella is pretty much an inevitability isn’t it? What is with this weird game of chicken that Nvidia and OpenAI and now Oracle are all engaging in all of the su…
Is Jensen Worried About OpenAI? [not-audio_url] [/not-audio_url]

Duration: 21:17
Is Nvidia going through with their massive OpenAI investment or not? Does Apple have what it takes to win in the AI era or not? Is Elon the only one who can make datacenters in space happen or not? And a roundup of the c…
Elon Might Just Merge All His Companies Into One [not-audio_url] [/not-audio_url]

Duration: 21:09
Apple does a big acquisition. OpenAI is racing to IPO. Elon might just merge all his companies into one. Google’s Project Genie is the latest thing that will make you say, gee, AI can do that?! And, of course, the Weeken…
Clawdbot Is Now Moltbot [not-audio_url] [/not-audio_url]

Duration: 22:04
Meta earnings good. The street like the AI spending. Microsoft earnings bad. Why is growth in their cloud business not as robust all of the sudden? Elon is following through on taking Tesla all in on robots and AI. The A…
The Amazon Layoffs [not-audio_url] [/not-audio_url]

Duration: 20:56
The Amazon layoffs showed up on schedule. Is Tether behind the rise in the price of gold? A new type of privacy screen tech from Samsung. Elon wants to IPO on his birthday. Anthropic raises more ahead of its IPO. And AI…
Is TikTok’s Algo Changing? [not-audio_url] [/not-audio_url]

Duration: 20:57
I think we have to gird ourselves for a slew of Chinese AI releases in the coming weeks. Are AI inspired layoffs poised to sweep the tech industry? Meta goes with subscriptions. Uber wants to train AI for others. And Dar…