US Top News and Analysis | Big Tech earnings show how big, smart spending can be rewarded by the market

AI generated summary, Read the full article for complete information.

Jim Cramer argues that the recent “data‑center‑spending bubble” narrative is misplaced, pointing to this quarter’s earnings from the “Magnificent Seven” tech giants—Alphabet, Amazon, Apple, Microsoft, Meta, Nvidia and Tesla—to show that smart, targeted capex is paying off. Alphabet and Amazon saw strong post‑earnings rallies as Google Cloud and AWS accelerate, while Apple benefits from high‑margin services despite modest spend. In contrast, Microsoft’s stock slipped despite Azure growth, and Meta’s higher data‑center outlay looks unjustified given its lack of a cloud business. Cramer concludes that the companies that spend wisely on AI infrastructure are the winners, whereas those that over‑spend or under‑invest face shrinking valuations and uncertain futures.

Read more: https://www.cnbc.com/2026/05/03/big-tech-earnings-show-how-big-smart-spending-can-be-rewarded-by-the-market.html

#Alphabet #Amazon #AWS #Microsoft #Meta #Cramer

El informe revela que opinás sobre la decisión de Nvidia para construir su propia fábrica en China. #Espionaje #IRA

#NBES #Jim #Cramer #Wall

Más info: https://nbes.blog/jim-cramer-rejects-wall-street-doubts-about-nvidia-apple-an/