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per repair. Welcome to the Tech Brew Ride Home for Thursday, April 30th, 2026. I'm Brian McCullough today. Big tech

earnings landed. Alphabet soared on cloud growth while meta dropped 10% after hiking CAPEX to 145 billion.

SoftBank plans an AI slash robotics IPO called Rose, Anthropic Ways, a more than $900 billion round.

And Elon Musk called himself a fool for backing

Open AI. Here's what you miss today in the world of tech.

For whatever reason, everybody in tech has decided to do earnings on the same day all of the

sudden, and I'm not sure if that makes my job easier or harder, but here we are. Not sure there's

anything standout to highlight from the various earnings reports, although Microsoft is down in the

neighborhood of 5% this morning, and meta is down around 10%. So let's see what the street didn't

like about meta, quoting Bloomberg. Meta platforms' shares plunged by the

most in six months after the company raised its spending outlook for the year, reigniting fears that

the historic levels of investment that Chief Executive Officer Mark Zuckerberg is making to catch up

in the artificial intelligence race won't pay off. The social media giant projected full-year

capital expenditures of $125 to $145 billion, exceeding

analysts estimates and marking a roughly 7.4% increase from the company's previous projections

in January. Meta said the increase is partly driven by conviction that its AI strategy is

working, but the company is also dealing with, quote, higher component

...