Apple and Amazon beats expectations but look deeper

For the quarterfall, Apple and Amazon, who defeated the expectations of analysts, the best and sub-line numbers connected to the expectations of the analysts, Microsoft and Meta platforms. (Long-promised TESLA is still ongoing to help the electric vehicle company crossing the company.)

He said that both Apple and Amazon’s financial results have some weaknesses under the hood. Apple’s Services section, consisting of suggestions such as Advertising, iCloud and Apple TV +, remained a while from the assessments. It is important that it is the second highest income generator for Apple, which only follows the iPhone section. As for Amazon, his cloud distribution – the world’s largest cloud provider – in a third time in the third time in a third time, the growth slowdown.

The General Director of both companies noted the problem in predicting how the tariffs would affect not only in the current quarter, but also the lead. Despite the excitement of investors on Microsoft and Meta – as seen in rallies in the shares of those companies in Thursday, Potholes are still available for a great technological way.

Note: CNBC Daily will be open, May 5, Monday, Singapore will be away for holidays. The newsletter will return on May 6, Tuesday.

I missed Apple’s Services Gains
Apple declare The second financial quarter earnings Thursday Beat Wall Street expectations. However, the company’s closely monitored services department fell slightly and CEO Tim Cook said that this is “very difficult” to predict the effects of tariffs beyond June. Separately, Apple would appeal after a court found The company deliberately violated the 2021 command Epic games came out of the test.

Cloud growth in Amazon
Amazon declare Better results than expected for the first quarter. But Amazon comes in web services grew at a slower pace than expectedThe third straight income runs. The company gave a light management that “Tariffs and Trade Policies” and “Employees of the Recruitment” may lead to changing the forecast. Still CEO Andy Jassy said the company is “optimistic” become stronger than uncertainty.

Big Tech shares increase US indexes
US shares Thursdayincreased by jumps Meta platforms and Microsoft After the companies, the shares reported Rosy. This S & P 500 Gained 0.63%, Dow Jones Industry Medium 0.21% and technological weight added Nasdaq composite Got up to 1.52%. UK FTSE 100 0.02% of a fraction increased Extend the winning strip to 13 sessionsThe best run since 2017. Other European markets were closed for the May 1 holiday.

Requires ‘Tariff Exception Process’
US Chamber of Commerce US President called Donald Trump To prevent a recession immediately to implement a “Tariff Exception Process”. The group said that the process was applied to all small business importers and all products, “White House” White House said, Deputy Housing Stephen Miller said he did not take into account the demand and the tax reduction would support small enterprises.

‘Note the innovation’: NVIDIA’s anthropics
On Wednesday, the Amazon supported an anthropic blog post Chinese smuggling Tactics are involved in the chips “protetical baby bumps” and “packaged together with live lobsters.” One Nvidia press secretary Responded to Anthropic Thursday“American firms should pay attention to innovation and call instead of saying tall fairy tales.” US chip export restrictions will come into force on May 15.

(Pro) is a great technological back?
A pair of strong earnings report from Microsoft and Meta seems to be well Excitement around Artificial Intelligence Trading At least temporarily temporarily, can increase the tariff concerns from the minds of investors. But some market of marketers think Microsoft’s Breakout rally is unique.

Nvidia ceo jensen huang gets the first wage growth over ten years

Nvidia CEO Jensen Huang has earned dozens of billion dollars in the chipmaker in recent years, but the first salary has increased in ten years.

Huang’s base salary rose to $ 1.5 million, as well as 49% increase Proxy documentation Thursday. Its changing cash has increased by $ 1 million or 50% since the 2024 fiscal year. The stock rewards reached $ 38.8 million, reaching a total of $ 49.9 million.

Compensation Committee “The other best managers thought that the best managers were due to the domestic salaries and represented the first basic salary increase in Mr. Huang in 10 years. “