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📈 AI Stocks5/1/2026🕐 6:15 AMMarket watchAI equities

Top stories, ranked by relevance.

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#1GOOGL — Alphabet Surges 10% on Blowout Q1 as Google Cloud Grows 63%

Alphabet posted Q1 revenue of $109.9B (+22% YoY) with net income more than doubling to $62.58B ($5.11/share). The star was Google Cloud at $20.03B (+63% YoY), with operating income tripling to $6.6B. Cloud backlog nearly doubled QoQ to over $460B. CEO Pichai said the company is "compute constrained" — revenue would have been higher if they could meet demand. Capex guidance raised to $180-190B for the year. GOOGL closed up 9.96% to $381.94 and is up 21% in April alone, best among the Mag 7.

🔗 Yahoo Finance
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#2META — Meta Sinks ~10% Despite Earnings Beat After Hiking AI Capex to $125-145B

Meta beat on both lines — revenue $56.31B (vs $55.5B est.), adjusted EPS $10.44 (vs $8.15 est.) — driven by 19% ad impression growth and 12% price-per-ad increases. But shares fell ~10% after the company raised its 2026 capex forecast to $125-145B from $115-135B, citing higher component pricing and additional data center costs. Workforce stood at ~78K with 8,000 layoffs previously announced.

🔗 Yahoo Finance
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#3MSFT — Microsoft Falls 5% Despite Q3 Beat as $190B AI Spend and OpenAI Exclusivity Loss Rattle Investors

Microsoft posted revenue of $82.89B with EPS of $4.27, both above estimates. Azure grew 40% with AI revenue hitting a $37B annualized run rate (+123%). But shares dropped as much as 5% — the stock is now down 12% YTD (worst since 2008) — as investors balk at the $190B capex commitment (+61% YoY). Adding pressure: Microsoft ended its exclusive revenue-share arrangement with OpenAI, meaning any cloud provider can now serve OpenAI models.

🔗 Yahoo Finance
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#4AAPL — Apple Jumps 3% Premarket on Record Q2: iPhone 17 Drives 22% iPhone Revenue Growth

Apple delivered record fiscal Q2 results: revenue $111.2B (+17% YoY), EPS $2.01 (vs $1.96 est.), gross margin 49.3%. iPhone revenue hit $57B (+22%) with Cook calling the iPhone 17 "the most popular lineup in our history." Services reached a record $31B (+16%). Mac demand accelerated as Apple positioned its silicon as an "industry leader for local AI and agentic AI." CEO succession to John Ternus announced (effective Sept. 1).

🔗 CNBC
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#5AMZN — Amazon Beats Big on Q1 as AWS Hits 15-Quarter Growth High at 28%

Amazon reported $181.5B revenue (+17% YoY), EPS $2.78 (vs $1.64 est.). AWS revenue hit $37.59B (+28%), its fastest growth in 3+ years, with operating income of $14.16B (well above $12.84B consensus). AI revenue run rate exceeded $15B. OpenAI expanded its AWS commitment by $100B over 8 years, and Amazon upped its Anthropic investment to $25B total. Multiple analysts raised targets; TD Cowen led at $350 (from $300). Shares rose only 0.76% as $44.2B quarterly capex weighed.

🔗 Yahoo Finance
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#6INTC — Intel Stock More Than Doubles in April, Best Month Since 1987

Intel's turnaround story exploded in April. Q1 revenue of $13.6B beat handily, with EPS of $0.29 crushing the $0.01 consensus — the 6th straight beat. Data center revenue jumped 22% to $5.1B on AI-driven CPU demand. Shares soared 24% on April 24 (best day since 1987) and are up 47% for the month. Market cap more than doubled. After years of losing ground to TSMC and NVIDIA, investors are pricing in a genuine revival.

🔗 CNBC
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#7Semiconductor Index — SOX Surges 35% in April, Best Month Since 2020

The PHLX Semiconductor Sector Index soared 35.2% in April as the AI capex fears that sparked a $1 trillion selloff in February reversed sharply. Strong earnings from Intel, TSMC, and now the hyperscalers have restored confidence in the AI infrastructure buildout. CNBC called it a "historic" month for chip stocks.

🔗 CNBC
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#8TSM — TSMC Warns AI Chip Shortage Will Persist Through 2027 Despite $56B Capex

TSMC is pouring $56B into capacity expansion this year, but analysts project demand will still exceed supply. By 2030, demand for 2nm-and-below chips could reach 400-450K wafers/month, outpacing expected supply. EUV tool shortages remain a bottleneck through 2027. Shares traded at $392.08 (-0.44%), approaching the 52-week high of $414.50. Q1 profits were up 58% — the 4th consecutive record quarter.

🔗 Benzinga
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#9TER — Teradyne Surges 12-15% as AI Revenue Hits 70% of Total

Teradyne rebounded sharply after an initial post-earnings dip, with shares climbing ~15% intraday. Q1 revenue jumped 87% YoY, and AI-related revenue now comprises 70% of total (up from 60% in Q4). Goldman Sachs raised its price target to $350 (from $300, buy), while JPMorgan upgraded to overweight with a $400 target. Management attributed soft Q2 guidance ($1.15-1.25B vs Q1's $1.28B) to "natural lumpiness in order timing."

🔗 The Motley Fool
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#10MU — DA Davidson Initiates Micron at Buy With $1,000 Price Target (~94% Upside)

Analyst Gil Luria initiated coverage of Micron with a $1,000 target against a ~$517 current price, arguing the AI infrastructure buildout will drive "a much longer-than-typical memory chip cycle." Micron's last quarter saw revenue nearly triple with gross margins surging from 36.8% to 74.4%; guidance projects Q3 margins expanding to 81%. Five-year HBM sales deals are improving earnings visibility. Only three companies dominate DRAM, all focused on constrained HBM supply.

🔗 The Motley Fool
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Kilroy’s Daily Briefings · 5/1/2026