Microsoft Corp
Jim Cramer crowns Alphabet the hyperscale earnings winner, sees more upside ahead
CNBC’s Jim Cramer didn’t hesitate to crown Alphabet as the clear winner in Wednesday night’s barrage of Big Tech earnings. “The Google call – Alphabet was an extraordinary call,” Jim said on ” Squawk on the Street ” on Thursday. “I think with the stock at $370 its going to right to $400,” he added. […]
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Jim Cramer says Amazon going up another 15% and ‘not stopping’ there
CNBC’s Jim Cramer said he’s bullish on Amazon after the company delivered one of the two best earnings reports he’s “ever seen.” “Amazon’s going to $300 , it’s not stopping here,” Cramer said on ” Squawk on the Street ” on Thursday, the day after a solid quarter. “Every single analyst has a target north […]
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Meta tanks 10%, Alphabet climbs 5% as each company raises capex spend
Mark Zuckerberg, CEO of Meta Platforms. David Paul Morris | Bloomberg | Getty Images Alphabet‘s stock surged more than 5% on Thursday, while Meta shares plunged 10%, as investors digested first-quarter earnings results, which included plans to up the ante on artificial intelligence spending. It is pacing to be Meta’s worst day since October 2025 […]
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Big Tech earnings, Powell’s decision, Pershing Square IPO and more in Morning Squawk
1. The tech TLDR The Meta corporate logo is featured at the Fira Gran Via booth, highlighting the company’s ”AI-First” hardware ecosystem during the Mobile World Congress. Joan Cros | Nurphoto | Getty Images Four of the Magnificent Seven tech companies released their highly-watched earnings reports last night, largely beating expectations across the board. Still, […]
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Stocks making the biggest moves premarket: Meta, Eli Lilly, Caterpillar, Amazon & more
Check out the companies making the biggest moves in premarket trading: Meta Platforms — The Facebook parent dropped 9% after the company hiked its full-year capital expenditures guidance to a range of $125 billion to $145 billion, raising concern over its AI spending. That forecast overshadowed a better-than-expected Q1 report. Eli Lilly — The Zepbound […]
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CNBC Daily Open: Trump’s big threats and Big Tech’s bigger wallets
Iran is back at the top of our headlines after U.S. President Donald Trump threatened Tehran again. Source
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Investors still trust Google more than Meta when it comes to spending their money on AI
Sundar Pichai, CEO of Alphabet. Source: Alphabet Meta and Alphabet both beat expectations in their earnings reports on Wednesday, each recording their fastest growth in years. They also lifted their guidance for capital expenditures for the year, telling investors that they’re going to keep pouring money into artificial intelligence infrastructure. But despite their similarly upbeat […]
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Microsoft delivers a promising quarter but can’t shake the software fears
Microsoft on Wednesday reported better-than-expected quarterly results and issued a strong forecast for its all-important Azure cloud unit. But key debates hanging over the stock weren’t put to bed, resulting in a muted reaction in extended trading. Here’s a look at some of the key metrics in Microsoft’s fiscal 2026 third quarter versus the Wall […]
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Alphabet increases AI spending but gets rewarded for further proof that it’s paying off
Alphabet reported a monster quarter, with revenue more than $2.5 billlion ahead of expectations and earnings nearly doubling the Street estimate. Revenue in the first quarter increased 22% year-over-year to $109.9 billion, well ahead of the $107.2 billion expected, according to LSEG data. Earnings per share surged 82% to $5.11, well ahead of the LSEG-compiled […]
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We’re raising our price target on Amazon after its all-around killer quarter
Shares of Amazon rose after the tech giant reported stronger-than-expected first-quarter results, driven by a continued acceleration of growth in its Amazon Web Services unit. Revenue increased 17% year over year to $181.52 billion, beating the consensus analyst estimate of $177.3 billion, according to LSEG data. Earnings per share based on generally accepted accounting principles […]
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