- Alphabet beat revenue expectations in Q1, helped by a cloud business that is scaling quickly and becoming far more profitable. - Google Cloud revenue surged 63% to $20B, well ahead of estimates, while operating income climbed to $6.6B. - Management said enterprise AI became the primary growth driver for cloud for the first time. - Demand is so strong that the company said cloud revenue would have been even higher if it had enough compute capacity. - That demand is forcing Alphabet to spend aggressively. - The company bumped its 2026 CapEx outlook to $180B to $190B and expects another significant increase in 2027.

- The company beat earnings and revenue expectations for the first quarter, with adjusted sales rising 12% and organic revenue up 10%. - More importantly, management raised its full-year earnings outlook to 8.5% growth, while reaffirming organic revenue growth of 4.5%. - In February, Coca-Cola raised its quarterly dividend by 4% to $0.53 per share, bringing the annual payout to $2.12. - The increase continues a decades-long climb that has made the stock one of Warren Buffett’s most famous and loved income machines. - For Berkshire Hathaway, the dividend alone now pays back its original Coca-Cola investment roughly every two years.

The market's closed. Your mind doesn't have to be. You made your moves this week. Staring at charts won't change them. Step away. Touch grass. Hug someone. Eat something good. Monday will come soon enough. Be ready, not burned out.

Trading Iron Condor on MSFT & META

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