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BraVoCycles
Editor of Market Twists & Turns — delivering unmatched stock, crypto, commodities, and forex analysis using a unique blend of Cycles, Cycle Price Projections, Elliott Wave Theory, plus technical & sentiment tools. With 30 years in financial markets, I help you anticipate turns, ride waves, and stay ahead of the crowd. Subscribe for real-time analysis and insights. Not a financial advisor.
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Joined on 25th February 2026
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NKE - Daily Chart Cycle Composite
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Quick Summary of AMZN, GOOGL, META, and MSFT Earning Releases
Alphabet (GOOGL)Strong beat on both top and bottom lines.
Revenue ~$109.9B (beat estimates), driven by resilient advertising and accelerating Google Cloud growth.
Heavy AI spending continued (capex guidance significantly higher).
Amazon (AMZN)Solid beat: Revenue ~$181.5B, EPS $2.78 (well above ~$1.62 consensus).
AWS growth remained robust with strong AI infrastructure demand, though margins and capex were key focus areas.
Meta Platforms (META)Big beat: Revenue $56.3B, EPS $10.44 (vs ~$8.15 expected).
Advertising business very strong, but raised full-year capex guidance sharply due to AI infrastructure buildout.
Microsoft (MSFT)Beat expectations with solid Azure and Cloud growth.
AI-related demand (Copilot, Azure AI) was a major positive, though capex remains elevated.
Overall Theme: All four companies posted strong beats, driven by resilient advertising and accelerating AI/Cloud demand. However, massive AI-related capex remains the do