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Amit Kukreja, stock market analyst at https://x.com/amitisinvesting, highlights strong performance across big tech firms, with increased capex and robust cloud growth rates reported.
Guidance for Q2 remains strong, with notable gains for Google, Amazon, and Microsoft. META was the only major company in the red, despite posting 33% growth and only a minor DAU miss attributed to Iran.
Kukreja previously noted that every major AI model expected META shares to rise 10 percent following earnings, citing high anticipation for U.S. tech results in his earlier coverage. He has also discussed investor focus on recent declines in AMD shares after a previous run-up. These observations reflect ongoing market interest in major tech names.