Corning Announces Quarterly Dividend

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MSFT, META, GOOGL earnings: These cloud capex exposed stocks are set to benefit

April 30, 2026 4:00 PM EDT

Earnings from Microsoft (NASDAQ: MSFT), Meta Platforms (NASDAQ: META) and Alphabet (NASDAQ: GOOGL) point to continued acceleration in cloud and AI infrastructure spending, with Barclays identifying a set of hardware and networking stocks positioned to benefit.

In a note to clients, analyst Tim Long said the results carry positive... More