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Alphabet's Surging CapEx and AI Investments Signal a New Era in Tech

Thill noted, "Google put up great numbers across cloud, search, and clearly, the sentiment was the worst of any tech names that we cover here." He emphasized that while AI is becoming an integral part of the narrative, its real impact is still unfolding.

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Atlassian (TEAM) Q3 2024 Earnings Call Transcript

TEAM earnings call for the period ending March 31, 2024.

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Microsoft (MSFT) Q3 2024 Earnings Call Transcript

MSFT earnings call for the period ending March 31, 2024.

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MICROSOFT CORP : Jefferies remains its Buy rating

In a research note, Jefferies analyst Brent Thill has maintained his recommendation on the stock with a Buy rating. The target price is unchanged and still at USD 550.

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Alphabet A : Gets a Buy rating from Jefferies

In a research note published by Brent Thill, Jefferies advises its customers to buy the stock. The target price has been raised from USD 180 to USD 200.

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Analyst calls: All the market-moving Wall Street chatter from Friday

Microsoft and a major chemical stock were among Friday's biggest analyst calls.

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Google is 'going on the offensive:' What analysts are saying after latest Alphabet earnings

Most analysts think Alphabet has plenty of room to grow, but some questioned how much the stock can consistently do so against the large spending AI backdrop.

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Meta Stock: Should Investors Worry About AI Spending Offensive?

Meta Stock: Should Investors Worry About AI Spending Offensive?
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International Business Machines (IBM) Q1 2024 Earnings Call Transcript

IBM earnings call for the period ending March 31, 2024.

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Meta Stock Slides Despite Q1 Earnings Beat | Investor's Business Daily

Meta Stock Slides Despite Q1 Earnings Beat | Investor's Business Daily
investors.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investors.com Daily Mail and Mail on Sunday newspapers.

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