Steve Daghlian

Signs that it's seeing a clear payoff from its AI spending.

Solid growth across its cloud computing arm as well.

Another winner seemed to be Amazon, almost 3% higher in after-hours trade.

It reported a 30% lift in cloud computing revenue.

And Microsoft also posted its numbers.

Not too much movement in after-hours trade, though.

The big loser was Meta.

This is a Facebook parent company, 7% lower in after-hours trade.

So that could certainly be a weight tonight.

Boosted spending on capital expenditures, so it's been more and more on AI.

But the payoff, I guess, from the AI apps seems to be a bit slower to take off at the moment.

Yeah, so the two biggest movers of the month, tech utmost, healthcare downmost.

They've also, you know, the two worst performers over the year so far.

So healthcare is downmost in 2026.

Tech isn't too far behind with declines of close to 20% since the start of January.

It certainly is.

So the energy sector is up for a third day, down over the course of the month, but that's understandable after a really big lift last month.

The oil price is basically the highest they've been since the conflict between the US and Iran started, also pretty close to a four-year high.

So reports that President Trump is set to receive a briefing on new military options for action in Iran.

And Central Command in the US has asked for hypersonic missiles to be sent to the Middle East, which would be the first time that they've been used by the US if they end up being used.