Google-parent Alphabet, Microsoft, Amazon, and Meta Platforms all handily beat expectations on the top on bottom lines last quarter. But shares diverged Thursday as investors reacted to each company's soaring AI infrastructure expenses.
Google-parent Alphabet, Microsoft, Amazon, and Meta Platforms all handily beat expectations on the top on bottom lines last quarter. But shares diverged Thursday as investors reacted to each company's soaring AI infrastructure expenses.
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 of $300." Amazon delivered a sweeping earnings beat , reporting earnings per share of $2.78 and...
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 of $300." Amazon delivered a sweeping earnings beat , reporting earnings per share of $2.78 and revenue of $181.52 billion. Its cloud unit, Amazon Web Services, also topped expectations, bringing in $37.59 billion. For Cramer, the most important driver was AWS, where growth accelerated to 28% , a sharp reacceleration that underscores surging demand tied to artificial intelligence. Amazon shares opened rather flat and moved lower on profit-taking. That's not surprising after the stock closed at a record high nearly $264 last week. Jim sees Thursday's dip as a buy opportunity. AMZN YTD mountain Amazon YTD "They are now making fortunes on Amazon Web Services — fortunes," Cramer said, pointing to Amazon's expanding push into custom AI chips. Amazon CEO Andy Jassy said on the earnings call that the company now has more than $225 billion in revenue commitments tied to the latest generation of Trainium silicon. "Our Trainium2 chips offer roughly 30% better price-performance than comparable GPUs, and has largely sold out," Jassy said. "Trainium3, which just started shipping at the start of 2026 and is 30-40% more price-performant than Trainium2, is nearly fully subscribed." AWS has also secured major partnerships with OpenAI and Anthropic for computing capacity, further embedding Amazon in the rapidly expanding AI infrastructure buildout. All together, Cramer said the results highlight just how powerful Amazon's earnings engine has become as its cloud and AI businesses scale. "They delivered," he said. "I could not believe how much money they are making." Alphabet , Microsoft , and Meta Platforms also reported earnings Wednesday evening. All of them upped their spending guid...
Autonomous vehicles roving California's roads will no longer be immune to traffic tickets starting on July 1st. New regulations announced by the California DMV this week allow law enforcement to give AV manufacturers a "notice of AV noncompliance" when one of their cars commits a traffic violation, like running a red light or failing to stop for school buses . The updated regulations come after ye...
Autonomous vehicles roving California's roads will no longer be immune to traffic tickets starting on July 1st. New regulations announced by the California DMV this week allow law enforcement to give AV manufacturers a "notice of AV noncompliance" when one of their cars commits a traffic violation, like running a red light or failing to stop for school buses . The updated regulations come after years of viral traffic violations and multiple safety investigations involving robotaxis. Tesla's Full Self-Driving (FSD) system is also under investigation for running red lights and driving in the wrong direction. Now, driverless vehicle companies … Read the full story at The Verge.
Since the introduction of wings to racing cars halfway through the 1960s, airflow has been everything in racing. Until that point, the focus was on making a car as slippery as possible; less drag meant more top speed on the straights. Then designers like Jim Hall at Chaparral and Colin Chapman at Lotus realized they could use the air to push the car onto the track , increasing grip and allowing it...
Since the introduction of wings to racing cars halfway through the 1960s, airflow has been everything in racing. Until that point, the focus was on making a car as slippery as possible; less drag meant more top speed on the straights. Then designers like Jim Hall at Chaparral and Colin Chapman at Lotus realized they could use the air to push the car onto the track , increasing grip and allowing it to go faster through the corners. Things haven't been the same since. Finding aerodynamic downforce started as something of a dark art. The use of wind tunnels to simulate its effect on scale models of cars was in its infancy, so teams were mostly limited to expensive and sometimes dangerous track testing. But wind tunnels can run day and night, rain or shine, and you can't crash a car or injure a driver (or worse) in the process. Wind tunnel work became even more important when F1 began restricting on-track testing to help teams cut budgets. Consequently, teams would do as much work with models as possible before validating the results during the limited test sessions they were allowed. Computational fluid dynamics (CFD) simulation came next. In racing, everyone is looking for an advantage over their competitors, and it was finally possible to model, with some fidelity, the effect of airflow on a virtual model of a car. Not only were CFD sims cheaper than wind tunnel time, but they were also much faster at iterating. Early design work is now done in silico before being validated with scale models in a wind tunnel, as most series—including Formula 1, the World Endurance Championship, Formula E, and NASCAR—have tightly restricted on-track testing. Read full article Comments
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. Jim ranked Alphabet as the top performer among the four mega-cap reports, followed by Amazon , Micro...
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. Jim ranked Alphabet as the top performer among the four mega-cap reports, followed by Amazon , Microsoft , and Meta Platforms . All four stocks are in the Investing Club portfolio. Almost every single Wall Street firm raised price targets on Alphabet stock "rather dramatically," Jim observed. The endorsements came after Alphabet delivered a stellar first quarter that crushed both revenue and earnings estimates on a high bar. A day after the report, the stock rallied more than 7% to what would be another record-high close. Alphabet is the best "Magnificent Seven" stock year-to-date, up nearly 20%. During the quarter, the company showed continued momentum in artificial intelligence initiatives while increasing hefty capital expenditures as it continues to build out its AI infrastructure. Spending guidance went up a bit, too. But investors were not worried because the company showed a return on investment. ROI scrutiny weighed on several of Alphabet's peers, particularly Meta, whose stock fell more than 9.5% Thursday after the social media giant said it will raise capex. In Jim's view, Alphabet stands apart because it has a cloud and Meta does not. GOOGL YTD mountain GOOGL stock performance YTD. Google Cloud growth accelerated alongside rising demand for AI-powered services. Management pointed to a rapidly expanding backlog — that nearly doubled to $460 billion — and increased enterprise adoption, with the first-time inclusion of its in-demand tensor processing units (TPUs) chip sales in the backlog. The core Google Search business is evolving, with AI-enhanced insight to queries alongside traditional answers improving user engagement and ad performance. This offered a burst...
The CBOE Volatility Index (^VIX) is in a whipsaw trajectory, trading between 17.32 and 18.73 in today’s session alone, a range of 8.2% in this uncertain market climate. The move lands amid a dense macro week: blowout earnings from four mega-caps, a $725 billion AI capex revelation, Q1 GDP of 2.0%, and a Fed rate hold ... VIX in Whipsaw on Sticky Inflation, Fed Dissent and Lofty AI Capex
The CBOE Volatility Index (^VIX) is in a whipsaw trajectory, trading between 17.32 and 18.73 in today’s session alone, a range of 8.2% in this uncertain market climate. The move lands amid a dense macro week: blowout earnings from four mega-caps, a $725 billion AI capex revelation, Q1 GDP of 2.0%, and a Fed rate hold ... VIX in Whipsaw on Sticky Inflation, Fed Dissent and Lofty AI Capex
Vanguard California Tax-Exempt Bond ETF ( VTEC ) - $0.2603 . 30-Day SEC Yield of 3.21% as of Apr. 28. Payable May 05; for shareholders of record May 01; ex-div May 01. More on Vanguard California Tax-Exempt Bond ETF Seeking Alpha’s Quant Rating on Vanguard California Tax-Exempt Bond ETF Dividend scorecard for Vanguard California Tax-Exempt Bond ETF
Vanguard California Tax-Exempt Bond ETF ( VTEC ) - $0.2603 . 30-Day SEC Yield of 3.21% as of Apr. 28. Payable May 05; for shareholders of record May 01; ex-div May 01. More on Vanguard California Tax-Exempt Bond ETF Seeking Alpha’s Quant Rating on Vanguard California Tax-Exempt Bond ETF Dividend scorecard for Vanguard California Tax-Exempt Bond ETF
The post You Filed Your 2025 Taxes. Now Here’s What to Do With Them by Benzinga Contributors appeared first on Benzinga . Visit Benzinga to get more great content like this. Most people sign their return, send it in, and forget about it. That is often the most expensive thing they do all year. Every number on your tax form reflects a decision, or the absence of one. Retirement distributions reflec...
The post You Filed Your 2025 Taxes. Now Here’s What to Do With Them by Benzinga Contributors appeared first on Benzinga . Visit Benzinga to get more great content like this. Most people sign their return, send it in, and forget about it. That is often the most expensive thing they do all year. Every number on your tax form reflects a decision, or the absence of one. Retirement distributions reflect how and when withdrawals were taken. Taxable Social Security reflects whether income was managed around the thresholds that determine how much of benefits are taxed. Your final tax liability reflects what the year actually cost you, not what it necessarily had to cost you. For many people with significant retirement assets, the difference between what they paid and what they could have paid with better planning may not be trivial. It is a gap that can repeat, compound, and grow if the underlying strategy does not change. The question worth asking now, while the 2025 return is still fresh, is not whether it was filed correctly. It is whether 2026 can be materially better. The Number Most People Miss Is Not on the Return Some of the most important costs tied to your tax return do not appear on the form itself. One example is Medicare’s Income-Related Monthly Adjustment Amount (IRMAA), a surcharge applied to Medicare premiums when income exceeds certain thresholds. In 2026, those thresholds begin at $109,000 for single filers and $218,000 for married couples filing jointly, with higher income levels resulting in progressively higher surcharges ranging from roughly $81 to $487 per month per person depending on tier. What matters most is timing. IRMAA is based on a two-year lookback, meaning your 2025 tax return is already determining your 2027 Medicare premiums. For retirees with substantial assets, a required minimum distribution, Roth conversion, capital gain, or one-time withdrawal can push income just over a threshold and trigger higher premiums for two years. Because the...
Monty Rakusen/DigitalVision via Getty Images FTAI Q1 Review: FTAI Aviation Ltd. ( FTAI ) reported a very solid quarter with total EBITDA up at $325.6 million versus Bloomberg consensus estimates of $319 million. As you can see below, aerospace led the way and is
Monty Rakusen/DigitalVision via Getty Images FTAI Q1 Review: FTAI Aviation Ltd. ( FTAI ) reported a very solid quarter with total EBITDA up at $325.6 million versus Bloomberg consensus estimates of $319 million. As you can see below, aerospace led the way and is