Amazon's (AMZN) fourth-quarter results reflect strength in Prime and third-party sellers. However, its weak first-quarter guidance remains concerning.
MACOM's (MTSI) first-quarter fiscal 2023 results benefit from solid momentum across the Telecom market, Data center, and industrial and defense markets.
Alphabet's (GOOGL) fourth-quarter results reflect strength in the cloud business despite sluggishness in the advertisement business.