Microsoft Cloud revenue reached $54.5 billion, up 29% from a year earlier.

Meta raised its 2026 capital-spending outlook to $125 billion to $145 billion as data-center costs climbed.

The e-commerce giant reported $30.3 billion in net income, including $16.8 billion in pre-tax gains from Anthropic investments.

The San Francisco-based lender saw net interest income fall 2% sequentially to $12.1 billion in the first quarter.

Adjusted earnings fell 2.5% to $2.70 a share, putting margin pressure at the center of Johnson & Johnson's higher 2026 outlook.