Apple and Amazon won the expectations, but it looks deeper

For the quarter that ended in March, I informed Apple and Amazon of numbers from the top and bottom that overcame the expectations of analysts, where they joined their colleagues, “Seven Magning Seven”, alphabet, Microsoft and Meta on the platform. (The full self -driving that has long been presented in Tesla is still in the process of assisting the electric vehicle company to cross the line.)

However, the financial results of both Apple and Amazon have some weaknesses under the cover. The Apple Services Department, which includes offers such as advertising, iCloud and Apple TV+, has decreased from estimates. This is important because it is the second highest revenue generator for Apple, leaving its iPhone only. For Amazon, its cloud division – the largest cloud provider in the world – failed to meet revenue expectations for the third time in a row, indicating slowdown.

The executive directors of both companies also passed the challenge to predict how the definitions will affect not only the current quarter, but also in the next year. Despite the excitement that investors have shown on Microsoft and Meta – as shown in gatherings in the shares of those companies on Thursday – the drilling is still in the Big Tech’s Road.

Note: CNBC Daily Open will be far from May 5, Monday, to spend the holiday in Singapore. The newsletter will return on May 6, Tuesday.

Apple services profits were lost from expectations
apple I mentioned The second fiscal quarter profits Thursday that Overcoming Wall Street’s expectations. However, the closely monitored services department in the company was less than estimates, and CEO Tim Cook said it was “very difficult” to predict the impact of definitions after June. Separately, Apple said it would appeal after the court found that The company intentionally violated a court order 2021 That came out of the experience of epic games.

The growth of the cloud in Amazon slows down
Amazon I mentioned Better results than expected for the first quarter. But the revenues in Amazon Web Services I slept at a slower pace than expectedMiss the third consecutive revenue. The company has issued light guidelines, noting that “definitions, commercial policies” and “recession fears” may change its expectations. However, CEO Andy Jassi said it is “optimistic” that the company can It comes out of uncertainty stronger.

Large technology shares enhance American indexes
American stocks advanced on ThursdayReinforcing jumps in Definition platforms and Microsoft The shares after companies reported pink profits. the S & P 500 Earn 0.63 %, and Dow Jon’s industrial average He added 0.21 % and heavy technology Nasdak 1.52 % ascended. UK FTSE 100 It rose 0.02 % to The winning series extends to 13 sessionsBest operation since 2017. Most other European markets have been closed to spend the May 1 holiday.

Request “the process of excluding the tariff”
American Chamber of Commerce The administration of US President Donald Trump urged To implement the “process of excluding customs tariffs” immediately in order to prevent stagnation. The group requested that this process applies to all small business importers and to all products that “cannot be produced in the United States”, White House Chief of Staff Stephen Miller suggested that the Trump administration is not thinking about the request, and said the mentioned tax cuts will support small companies.

“Focus on innovation”: NVIDIA to Antarbur
On Wednesday, Anthropor Anthropor, backed by Amazon, said in a blog Chinese smuggling The tactics included chips hidden in “artificial bumps” and “packed next to the livestander.” A Nafidia Spokesman He responded on ThursdayHe said, “American companies should focus on innovation and upgrading to challenge, rather than telling long tales.” American chips export restrictions on May 15 Company have been appointed.

(Pro) Is the large technology returning?
It seems that a pair of strong profit reports from Microsoft and Meta have been equipped The excitement about the trade of artificial intelligence It may be, at least temporarily, to pay the tariff fears of the minds of investors. However, some market monitors believe Microsoft Breakout Rally is unique.

Nvidia Jensen Huang CEO gets the first salary in a decade

Jensen Huang, CEO of NVIDIA, has achieved tens of billions of dollars in recent years of his share in the chips maker, but he gets his first salary in a decade.

Huang Basic Salary rose to $ 1.5 million, an increase of 49 % over 2024, according to L. Agent file With SEC on Thursday. His variable money increased by one million dollars, or 50 %, from the fiscal year 2024. The stock prizes grew to $ 38.8 million, which reaches a total wage to 49.9 million dollars.

Filing said the Compensation Committee “I believed this is appropriate to consider internal property rights with basic salaries” for other senior executives, and “represents the first increase in the basic salary of Mr. Huang in 10 years.”