谷歌母公司Q1营收超预期增长22%，AI驱动多板块业务增长，云业务大增63%，股价夜盘大涨7%。
亚马逊Q1AWS收入增速近两年最高，资本支出超预期，股价夜盘涨超2%。
微软上季营收超预期增长，Azure云收入增40%，资本支出意外放缓，股价夜盘微升。
Meta Q1营收增长33%小幅超预期，上调全年资本开支至最高1450亿美元，股价夜盘大跌6%。
高通Q2手机芯片跌13%，但CEO"看到底部"，数据中心成新救命稻草，股价夜盘大涨12%。
英特尔夜盘继续上涨4%、4月已累涨超100%，特朗普发文：恭喜英特尔做得如此出色
AMD夜盘涨超3%，将于5月5日（周二）美股盘后正式公布其2026年第一季度的业绩报告。
存储股夜盘齐上扬，闪迪、西部数据涨超3%，希捷科技、美光涨超1%。
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