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May 2, 2026 12:10 AM

Mag 7 Just Committed $710 Billion To AI Capex

Apple beat at $111.2B with a $100B buyback. Meta got hit. Powell’s last press conference brought the most divided Fed since 1992.

$710 billion. That’s what Amazon (NASDAQ:AMZN) , Microsoft (NASDAQ:MSFT), Google (NASDAQ:GOOGL) (NASDAQ:GOOG), and Meta (NASDAQ:META) just told the market they (NYSE:MAGS) will spend on AI CapEx in 2026. Pichai said the quiet part out loud: “We are compute-constrained.”

The S&P closed Friday at a fresh record 7,230 (+0.3%), the Nasdaq at a record 25,114 (+0.9%), both posting their best month since 2020. Apple did most of the Friday lifting after a $111.2B revenue beat. The Dow slipped 153 points to 49,499. WTI cooled to $102.28 (-2.7%) on Iran de-escalation signals, but the national gas average still hit $4.39, up from $4.06 a week ago.

THE RUNDOWN

CapEx › THE $710B SHOCK › Amazon at $200B. Microsoft at $190B. Google at $185B. Meta at $135B. Every one of them raised guidance this week, and Pichai’s “we are compute constrained” line was the most consequential CEO sentence of the quarter. The signal isn’t just the size; it’s the dispersion. Stocks that turn CapEx into revenue today (AAPL, AMZN, GOOGL) ripped. Stocks where the spend is still a 2027 story (META -8.6% Wednesday, MSFT -3.9%) got punished.

JUST IN: THE AI INVESTMENT GROWSAmazon, Microsoft, Google and Meta Platforms just updated their guidance and now plan to spend a combined $710 BILLION on CAPEX this yearAmazon $AMZN: $200BMicrosoft $MSFT: $190BGoogle $GOOGL: $185BMeta Platforms $META: $135B pic.twitter.com/4M3AVvkjvC

— Evan (@StockMKTNewz) April 29, 2026

GOOGLE $GOOGL CEO SUNDAR PICHAI JUST SAID"We are compute constrained … our cloud revenue would have been higher if we had more compute" pic.twitter.com/aJfcdpuLL2

— Evan (@StockMKTNewz) April 29, 2026

MICROSOFT $MSFT JUST REPORTED Q3 EARNINGS– Revenue: $82.9B vs $81.4B est 🟢– EPS: $4.27– Net Income: $31.8BSegment breakdown:– Productivity & Business Processes: $35.0B vs $34.4B est 🟢– Intelligent Cloud: $34.7B– More Personal Computing: $13.2B vs $12.7B est 🟢-… pic.twitter.com/Vb3F3qK6y3

— WOLF (@WOLF_Financial) April 29, 2026

APPLE › $111.2B AND A $100B BUYBACK › Apple delivered Q2 revenue of $111.18B vs ...

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