Biggest Takeaways from $PLTR, $GOOGL, $AMZN & $AMD Earnings 👇

1. $Palantir Technologies Inc.(PLTR)$ | The AI Story Just Went Parabolic

• Palantir crushed earnings with 36% YoY revenue growth, the fastest since 2021, sending shares flying to $110. The U.S. commercial segment is surging -- 64% YoY growth, bigger contracts, and 129 deals worth at least $1M closed this quarter. The company is proving AI demand isn’t just theoretical -- it's translating into real enterprise adoption. Guidance for 2025 calls for 31% revenue growth and up to $1.7B in free cash flow, reinforcing its momentum. But at 170x free cash flow, the stock is priced for near-perfect execution.

2. $Alphabet(GOOGL)$ | AI Transforms Search & Cloud

• Google has flipped the AI risk narrative on its head -- rather than cannibalizing search, AI is driving engagement. AI-powered search features now account for over 10% of all queries, while "AI Views" and "Circle to Search" are rapidly reshaping user behavior across 100+ countries and 200M+ devices. Cloud is also scaling fast, with 30% YoY growth and operating margins nearly doubling to 18%. But the biggest signal? $75B in planned CapEx for 2025 -- a massive bet that AI is just getting started.

3. $Amazon.com(AMZN)$ | AWS Is Still the AI Backbone

• Amazon posted another double beat, but a cautious Q1 outlook overshadowed strong results. The real story remains AWS -- $29B in quarterly revenue (+19% YoY), a $115B annualized run rate, and AI accelerating growth. Amazon’s in-house AI chips (Trainium2) and foundation models (Nova) are gaining traction, helping enterprises cut AI costs by 75%. Despite increasing competition, Amazon is going all-in on AI, with $100B in CapEx planned for 2025, primarily to scale AI infrastructure. Retail and currency headwinds weighed on sentiment -- but AWS continues to cement its place as the backbone of enterprise AI.

4. $Advanced Micro Devices(AMD)$ | AI Hype Hasn’t Translated to Reality Yet

• Despite beating overall revenue expectations, AMD’s data center revenue missed at $3.9B vs. $4.2B expected, a clear sign that hyperscalers aren’t shifting AI spending away from $NVIDIA(NVDA)$ . The MI300X GPU is gaining traction, but not at a scale that threatens Nvidia’s dominance. AI partnerships with $Microsoft(MSFT)$ , IBM, and Fujitsu are promising, yet the real adoption curve still feels far off. AI spending is accelerating, but AMD remains an alternative -- not the priority. Until it proves it can take meaningful share, the stock is a bet on future AI adoption rather than current dominance.

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