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Sources: Anthropic has begun weighing a new funding round at a $900B+ valuation, after previously resisting investor proposals at an $800B+ valuation (Bloomberg)

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Meta says Q1 family daily active people fell 20M QoQ to 3.56B, vs. 3.62B est., due to internet disruptions in Iran and WhatsApp access restrictions in Russia (Jonathan Vanian/CNBC)

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Alphabet reports Q1 revenue up 22% YoY to $109.9B, vs. $107.2B est., and Google Cloud revenue up 63% to $20B, vs. $18.05B est.; GOOG jumps 6%+ after hours (Alphabet)

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Google says paid subscriptions reached 350M in Q1, up 25M QoQ, driven by YouTube and Google One, while Gemini Enterprise paid MAUs grew 40% QoQ (Sarah Perez/TechCrunch)

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eBay reports Q1 revenue up 19% YoY to $3.09B, vs. $3.04B est., net income up 2% to $512M, GMV up 18% to $22.2B, and forecasts Q2 revenue above estimates (Kelly Cloonan/Wall Street Journal)

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AWS revenue rose 28% YoY in Q1 to $37.6B, vs. $36.64B est., its fastest growth in 15 quarters, as capital expenditure rose to $44.2B, up from $25B in Q1 2025 (Quartz)

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Microsoft reports Q3 Xbox hardware revenue fell 33% YoY and Xbox content and services revenue, which includes Game Pass, dropped 5% YoY (Emma Roth/The Verge)

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Qualcomm reports Q2 revenue down 3% YoY to $10.6B and says a top hyperscaler is on track to begin using its chips later this year; QCOM jumps 12%+ after hours (Ian King/Bloomberg)

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Google has told employees in a memo that it "proudly" works with the US military and will continue to do so, amid opposition from some staff over DOD contracts (Financial Times)

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Meta reports Reality Labs Q1 revenue of $402M, vs. $488.8M est., and a $4.03B operating loss, vs. $4.82B est.; Reality Labs has $80B+ in losses since late 2020 (Jonathan Vanian/CNBC)

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Microsoft's Q3 Intelligent Cloud revenue was $34.68B vs. $34.27B est., with Azure and other cloud services surging 40% YoY; Microsoft 365 Copilot has 20M+ seats (Jordan Novet/CNBC)

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Meta raises its 2026 capex to between $125B and $145B, exceeding analysts' estimates, after previously forecasting $115B to $135B; META drops 6%+ after hours (Riley Griffin/Bloomberg)

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Amazon reports Q1 ad revenue up 24% YoY to $17.24B, vs. $16.87B est., and subscription services revenue up 15% to $13.43B (Annie Palmer/CNBC)

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Alphabet reports YouTube's Q1 ad revenue rose 10.7% YoY to $9.88B, vs. $9.99B est., and Google's ad revenue reached $77.25B, up from $66.89B in Q1 2025 (Todd Spangler/Variety)

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Microsoft reports Q3 revenue up 18% YoY to $82.9B, net income up 23% to $31.8B, and says its AI business surpassed an annual revenue run rate of $37B, up 123% (Microsoft)

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Amazon reports Q1 revenue of $181.5B, up 17% YoY, net income of $30.3B, up 77%, and operating income of $23.9B, up 30% YoY (Amazon)

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Alphabet updates its 2026 capital expenditure guidance range to $180B to $190B, up from $175B to $185B, and expects capex to "significantly increase" in 2027 (Jennifer Elias/CNBC)

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Meta reports Q1 revenue up 33% YoY to $56.31B, net income up 61% to $26.77B, and family DAP up 4% to 3.56B on average for March (Meta)

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Letters: House Homeland Security Committee and House China Select Committee are probing Airbnb and Cursor maker Anysphere over their use of Chinese AI models (Rachyl Jones/Semafor)

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Google says the Gemini app can now generate files; supported formats include PDF, Microsoft Word and Excel, Google Docs and Sheets, plain text, and Markdown (Abner Li/9to5Google)

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