Hyperscaler Earnings So Impressive, Investors Are Shocked

Last night was one of the most remarkable earnings nights in recent memory. Amazon, Meta, Alphabet, and Microsoft reported within hours of each other and the numbers were staggering across the board. Alphabet posted net income of $62.58 billion, up 81% year over year, with Google Cloud growing 63% to $20 billion against estimates of $15.3 billion. AWS grew 28% to $37.59 billion, beating estimates comfortably. Meta grew revenue 33% to $56.31 billion, the fastest growth rate since 2021, driven entirely by AI strengthening its core advertising business. The four hyperscalers collectively posted roughly 60% earnings growth compared to a year ago. This morning I focus on Amazon, Meta, and Caterpillar, touch briefly on Google despite not owning the name, and give my honest take on what these numbers mean for long term investors.Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.comDisclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.#investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #Amazon #AMZN #Meta #META #Google #GOOGL #Alphabet #AWS #GoogleCloud #AI #Hyperscalers #EarningsSeason #Caterpillar #CAT #AIstocks #stockanalysis #marketwatch #RigatoniCapital$AMZN $META $GOOGL $MSFT $CAT $QQQ