tech

Rani Molla4/1/25

Tesla stock is up even as deliveries are expected to fall

Analysts’ estimates for Tesla’s first-quarter deliveries, which are expected to be released tomorrow, keep going down. All of the estimates listed this month on FactSet expect deliveries to decline year over year, as Tesla faces increased competition, negative public sentiment, and mostly poor sales indicators around the world. European numbers out today look dismal.

Even still, Tesla’s stock is up 6% today. Perhaps investors are posturing ahead of the report, thinking maybe some of Tesla’s recent stock declines have oversold the sales drop. Or perhaps it has something to do with April Fools’ Day.

Yahoo News stories about Buffett and Elon Musk — Google

A search for Tesla news on Google just brought up a link to Yahoo that shows a made-up headline about Warren Buffett buying the electric vehicle company for $1 trillion. The link doesn’t go anywhere and, confusingly, Yahoo also has a story titled, “No, Warren Buffett didn’t buy Tesla, and all the other April Fools’ Day jokes we’ve caught today,” where it says GoBankingRates was the source of the story.

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Alphabet, Amazon, Microsoft, and Meta plan to spend more than $700 billion on capex this year

Big Tech’s big capital spending continues to surge even higher than the companies had previously expected.

Alphabet raised its 2026 capex outlook to between $180 billion and $190 billion, up from $175 billion to $185 billion. Meta increased its 2026 forecast to $125 billion to $145 billion, up from $115 billion to $135 billion. Microsoft, meanwhile, said it’s planning on spending $190 billion this calendar year, about $55 billion more than the FactSet analyst consensus. Amazon, the lone outlier, didn’t boost its capex forecast, keeping it at a cool $200 billion.

Combined, Alphabet, Amazon, Microsoft, and Meta plan to spend more than $700 billion on capex in 2026, nearly double what they spent last year and $100 billion more than they’d expected just last quarter, as they continue to build out the AI infrastructure to support their AI futures.

big 4 tech capex meta microsoft google amazon — Sherwood News

Microsoft AI Tour

Microsoft’s capex outlay this year would be enough to buy every outstanding share of Disney

CFO Amy Hood said on last night’s earnings call that the company will spend $190 billion on capex in 2026.

The number of people using Meta apps just fell for the first time in seven years

The company shed 20 million “daily active people” across its app family in the first quarter.

Meta Apps - Facebook, WhatsApp, Instagram, and Threads

Google’s business did great — its investments in other businesses did even better

The company racked up an eye-popping $36.9 billion of investment gains during the quarter, largely from its stakes in private companies like Anthropic and SpaceX.

Sundar Pichai In Warsaw

Senate bipartisan Artificial Intelligence (AI) Insight Forum on Capitol Hill in Washington

A tale of two capex increases: Why investors are responding to Google and Meta so differently

Two Big Tech companies posted stellar earnings and upped their capex forecasts. One stock is up, one is down.

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