Morning Brew Daily Jerome Powell Ain’t Leavin’ Yet & Movie Tickets Cost $50!?
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Apr 30, 2026 A rundown of big tech earnings from Microsoft, Meta, Alphabet and Amazon and why AI spending mattered. Coverage of the Fed keeping rates steady and Jerome Powell’s new role on the board. A look at $50 premium movie tickets and how theaters are boosting revenue. Reports on prediction market losses, rising sleep aid use, Uber adding hotel bookings, and LIV Golf’s funding collapse.
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Hosts Debate Light Beer Rankings
- Morning Brew hosts debated Food and Wine's light beer rankings and agreed Miller Lite was the tastiest.
- They noted wide-mouth cans and paper cups erase brand differences and joked about Michelob Ultra's surprising last-place finish despite sales.
Google Turns AI Spend Into Cloud Growth
- Alphabet reported 22% revenue growth and an 81% jump in profits while betting roughly $185 billion on AI this year.
- Google Cloud grew 63% and its cloud backlog nearly doubled to $460 billion, showing monetization of AI spend.
Microsoft's Cloud Growth Is Solid But Stagnant
- Microsoft posted solid 39% cloud growth but lagged peers because Azure's growth isn't accelerating like Google or AWS.
- Weak Copilot adoption (about 3% of corporate users paying) and Office threats weighed on investor enthusiasm.