Apple and Amazon beat expectations, but look more deeply

For the quarter which ended in March, Apple and Amazon reported high and low online numbers that beat the expectations of analysts, joining their “magnificent seven” comrades with alphabet homologists, Microsoft and Meta platforms on the podium. (Full driving of Tesla is still helping the company of electric vehicles cross the line.)

That said, the financial results of Apple and Amazon had weaknesses under the hood. The Division of Apple Services, which includes offers such as advertising, iCloud and Apple TV +, has failed to estimate. This counts because it is the second highest income generator for Apple, dragging only its iPhone division. As for Amazon, its Cloud Division – the largest cloud supplier in the world – has not met income expectations for the third consecutive time, which suggests that growth slows down.

The CEOs of the two companies also reported the challenge of predicting how the prices will affect not only the current quarter, but also the coming year. Despite the excitement manifested by investors on Microsoft and Meta – as shown in the gatherings in the actions of these companies Thursday – the nests in Poule still exist for the road to Big Tech.

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

The benefits of Apple services have missed expectations
Apple reported the second financial gains on Thursday that beat Wall Street’s expectations. However, the company’s supervised services division failed to estimate, and CEO Tim Cook said it was “very difficult” to predict the impact of prices beyond June. Furthermore, Apple said it would appeal after a court concluded that the company had voluntarily violated an injunction of 2021 which came out of the Epic Games.

The growth of the cloud in Amazon slows down
Amazon reported better than expected results for the first quarter. But revenues at Amazon Web Services have increased at a slower than expected pace, a third lack of consecutive income. The company has published light advice, noting that “prices and commercial policies” and “recession fears” could change its forecasts. However, CEO Andy Jassy said it was “optimistic” that the company could emerge from stronger uncertainty.

Large technological actions increase the American clues
American actions advanced Thursday, stimulated by jumps Meta-platforms And Microsoft Actions after the companies have declared pink profits. THE S&P 500 won 0.63%, the Industrial average Dow Jones Addition of 0.21% and technology Nasdaq Composite climbed by 1.52%. UK FTSE 100 Increased 0.02% fractional to extend its sequence of victories at 13 sessions, its best race since 2017. Most of the other European markets have closed for the May 1 holidays.

Request for “price exclusion process”
The American Chamber of Commerce has urged the administration of US President Donald Trump to immediately implement a “pricing exclusion process” to prevent a recession. The group has asked that the process applies to all small business importers and to all products that “cannot be produced in the United States”, the chief of staff of the White House, Stephen Miller, suggested that the Trump administration does not envisage demand and that tax reductions will support small businesses.

“Focus on innovation”: anthropic nvidia
On Wednesday, Anthropic supported by Amazon said in a blog article that Chinese smuggling tactics involved hidden fleas in “Prothetic Babys” and “wrapped alongside live lobsters”. A Nvidia The spokesman responded to Anthropic on Thursday, saying that “American companies should focus on innovation and take up the challenge, rather than telling big stories”. The export restrictions of American fleas is expected to take effect on May 15.

(Pro) Big Tech is back?
A pair of solid profits from Microsoft and Meta seems to have rekindled the excitement around the trade in artificial intelligence and can, at least temporarily, push the tariff concerns of the spirit of investors. However, some market observers believe that the rally in small Microsoft groups is unique.

The CEO of Nvidia, Jensen Huang, obtains a first salary increase in a decade

The CEO of Nvidia, Jensen Huang, has won tens of billions of dollars in recent years from his participation in the flea manufacturer, but he obtained his first salary increase in a decade.

Huang’s base salary reached $ 1.5 million, an increase of 49% compared to 2024, according to a proxy deposited with the dry Thursday. Its variable species also increased by $ 1 million, or 50%, from the year 2024. The scholarships increased to $ 38.8 million, bringing a total salary to $ 49.9 million.

The remuneration committee “believed that this was appropriate in consideration of internal equity with the basic wages” of other senior executives, said the file, and “it represented the increase in the first salary of the first base of Mr. Huang in 10 years”.