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Google Cloud Crushes Forecasts by Billions

Friday, May 1, 2026

Today's Trade Leaks

1
GOOG

Google Cloud Growth Sends Alphabet Stock Soaring 3%+

Alphabet's cloud boom sends its stock soaring over 3%! Surprised? Analysts predicted less, but Google shattered expectations with EPS and revenue. Cloud revenue hit $20.03 billion, way above forecasts. And their AI models? Growing faster than ever. But what's next with those new TPU chips? Is this just the start?
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2
MSFT

Accenture's 743k Copilot Rollout Is Huge for Microsoft

743,000 employees. All getting Copilot. Accenture's move is Microsoft's biggest AI win yet. But why are investors still worried? Microsoft's shares have dropped 12% this year. Is Copilot the game-changer Microsoft needs, or just another gamble?
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3
NFLX

Netflix's $25B Buyback Tops Its Content Spend—Betting Big on Itself!

Netflix just greenlit a $25B stock buyback, outshining its $20B content budget. Ditching its Warner Bros. Discovery bid, it's doubling down on itself. Confidence move or risky gamble? With shares dipping post-earnings, Netflix is betting big. Will this bold play pay off?
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