US Top News and Analysis | The market isn't grading all Big Tech earnings the same — here's why

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In a recent CNBC Investing Club check‑in, Paulina Likos and Zev Fima examined why the market is treating big‑tech earnings unevenly after a wave of reports underscoring strong demand for artificial‑intelligence infrastructure. While hyperscalers such as Alphabet, Microsoft, Meta Platforms and Amazon posted solid results and continued to pour money into AI‑related spending despite rising hardware costs, investors are beginning to separate companies that can monetize AI today from those that have yet to prove a payoff. The hosts argue that as long as AI investment translates into higher revenue and profit growth, scrutiny eases, but the growing divide will influence which stocks lead the next leg of the AI trade. The discussion also highlighted where the biggest opportunities may lie—cloud services, advertising and internal efficiency gains—and how a firm’s ability to deploy AI across its own operations could give it a competitive edge.

Read more: https://www.cnbc.com/2026/05/01/the-market-isnt-grading-all-big-tech-earnings-the-same-heres-why.html

#Alphabet #Microsoft #MetaPlatforms #Amazon #PaulinaLikos #ZevFima #JimCramer

US Top News and Analysis | Jim Cramer's top 10 things to watch in the stock market Thursday

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On Thursday, April 30 2026, Jim Cramer highlighted ten market catalysts: Alphabet topped earnings with strong AI‑driven growth in search, subscriptions and cloud, prompting a price‑target hike to $400; Amazon followed, boosting AWS to 28% growth and maintaining a $200 billion capex plan, lifting its target to $300; Microsoft saw 40% cloud growth and Copilot expansion, keeping its $500 target despite a slight stock dip; Meta’s lack of a cloud business hurt sentiment, leading to an 8.5% share decline and a reduced target of $750; broader market forces—robust earnings, lower oil, and bond yields—should support a higher S&P 500 opening; Eli Lilly smashed forecasts with a 49% U.S. volume surge, sending its stock up over 6%; Cardinal Health delivered modest earnings improvement but fell 1%; AI start‑up Anthropic is in talks for a $900 billion valuation; Qualcomm’s data‑center chip launch for a “large hyperscaler” spurred a >10% rally; and Intel, riding soaring demand for AI chips, hit an all‑time high with shares jumping nearly 24% after blockbuster earnings.

Read more: https://www.cnbc.com/2026/04/30/jim-cramers-top-10-things-to-watch-in-the-stock-market-thursday.html

#JimCramer #JeromePowell #Alphabet #Amazon #EliLilly #AndyJassy #DavidRicks

US Top News and Analysis | Jim Cramer reveals the secret to finding a winning tech stock in this market

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Jim Cramer warned that simply beating earnings is no longer enough to boost technology stocks, noting that investors now prize companies constrained by supply shortages rather than just scale. While mega‑caps like Alphabet, Amazon, Meta, and Microsoft posted mixed results—Meta’s fastest revenue growth in five years still saw its shares fall—smaller firms such as Seagate, Bloom Energy and NXP Semiconductors rallied after highlighting tight manufacturing capacity or unexpected chip shortages, underscoring a market shift toward “old tech” that is scarce and in high demand.

Read more: https://www.cnbc.com/2026/04/29/jim-cramer-secret-winning-tech-stock.html

#JimCramer #Seagate #BloomEnergy

US Top News and Analysis | Jim Cramer's top 10 things to watch in the stock market Wednesday

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On Wednesday, April 29, Jim Cramer highlighted the market’s focus on flat‑lining S&P futures ahead of the Federal Reserve’s expected decision to hold rates steady and Chair Jerome Powell’s final news conference, followed by a slate of heavyweight earnings. He emphasized Alphabet’s “can’t‑miss” position driven by its integrated Google Search, Gemini chatbot, YouTube dominance, growing Cloud business, Waymo, and custom silicon; Amazon’s need to showcase more than its booming AWS and new Trainium chips after a 30 % rally; Meta’s AI credibility, cost‑cutting progress, advertising resilience amid the Iran war, and capex outlook; and Microsoft’s challenges with its Copilot AI, a voluntary employee buyout, and the impact of its relationship with OpenAI on Azure. Cramer also noted Seagate’s strong quarter propelled by AI‑driven storage demand, Starbucks’ 5 % rise on strong same‑store sales and CEO Brian Niccol’s turnaround strategy, Robinhood’s 11 % drop after a weak earnings beat tied to crypto weakness and a sprawling product lineup, Visa’s robust performance with a $20 billion buyback and resilient consumer spending, and Biogen’s earnings beat, a 75 % surge in global sales of its Alzheimer’s drug Leqembi, and mixed guidance amid its pending Apellis acquisition.

Read more: https://www.cnbc.com/2026/04/29/jim-cramers-top-10-things-to-watch-in-the-stock-market-wednesday.html

#JimCramer #JeromePowell #FederalReserve #Alphabet #Amazon

US Top News and Analysis | Jim Cramer is unfazed by Tuesday's sell-off: 'You should expect them, even hope for them'

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Jim Cramer, host of CNBC’s “Mad Money,” said he isn’t rattled by Tuesday’s pullback in AI‑linked stocks, describing market sell‑offs as “rain” that investors should expect and even welcome because they cool an overheated rally and create buying opportunities. He pointed to a Wall Street Journal report that OpenAI missed internal growth targets, which sparked declines in recent AI winners such as Arm, AMD, Dell and Corning after weeks of near‑parabolic gains. Cramer praised the article for providing the “rain” he wanted, emphasizing that even strong AI companies can overheat and that investors should trim positions during steep moves, lock in profits, and then redeploy when prices dip 5‑7% from the recent highs. He remains optimistic about the long‑term AI story but stresses disciplined profit‑taking to take advantage of inevitable market corrections.

Read more: https://www.cnbc.com/2026/04/28/jim-cramer-is-unfazed-by-tuesdays-sell-off-we-want-it.html

#JimCramer #CNBC #MadMoney #OpenAI

US Top News and Analysis | Red-hot Corning shares slide on earnings. Why that's a gift to investors

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Corning’s shares dropped more than 7% after the glassmaker posted earnings that beat revenue estimates—core sales rose 18% year‑over‑year to $4.35 billion, driven by strong AI‑related optical communications (up 36%) and a rapidly expanding solar segment (up 80%)—and adjusted EPS ticked up 30% to $0.70, just above expectations. The company highlighted two new long‑term supply agreements with unnamed hyperscalers, mirroring a prior $6 billion deal with Meta and spreading risk by tying capacity expansion to secured customers, which analysts view as a positive confidence signal for its role in the growing AI‑infrastructure market. Management reorganized reporting segments, added a dedicated Solar unit, and forecast current‑quarter core sales growth of about 14% (≈$4.6 billion) with EPS of $0.73‑$0.77. Maintaining a $180 price target and a “2” rating, analysts suggest that investors without a position could consider a modest entry, while awaiting further detail from an upcoming investor day and upcoming hyperscaler earnings.

Read more: https://www.cnbc.com/2026/04/28/red-hot-corning-shares-slide-on-earnings-why-thats-a-gift-to-investors.html

#Corning #MetaPlatforms #AI #OpticalCommunications #JimCramer

US Top News and Analysis | A good investing lesson on parabolic stock moves in Tuesday's market downswing

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In Tuesday’s market downturn, CNBC’s Investing Club highlighted how the recent pull‑back from record highs was driven by a Wall Street Journal story that OpenAI missed its revenue and user‑growth targets, sparking fears that the AI firm might lack funds for its compute commitments—a concern the company quickly refuted, noting it has raised over $122 billion recently and is reallocating resources like shutting down its Sora text‑to‑video app; with a global compute shortage and strong earnings expected from Amazon, Alphabet, Microsoft and Meta, sentiment could rebound, but the rapid sell‑off of stocks that surged on AI hype serves as a cautionary lesson that parabolic moves merit taking profits rather than chasing, while investors also await earnings reports from firms such as Starbucks, Robinhood, Visa and others, and watch for Jerome Powell’s final FOMC press conference later in the day.

Read more: https://www.cnbc.com/2026/04/28/a-good-investing-lesson-on-parabolic-stock-moves-in-tuesdays-downswing.html

#OpenAI #SarahFriar #SamAltman #JimCramer #CNBC #JeromePowell

US Top News and Analysis | Cramer says the OpenAI-driven pullback proves recent rally was overheated

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Jim Cramer observed that a Wall Street Journal story claiming OpenAI missed internal targets for user growth and revenue sparked a sharp sell‑off in AI‑related stocks, underscoring the fragility of the recent AI‑driven rally. He said the market’s reaction showed how “ridiculous” the rise had become—“anything could’ve knocked them down, even a feather”—and noted that chipmakers and data‑center suppliers fell sharply as investors questioned whether OpenAI could sustain its heavy spending on computing power. While the report prompted OpenAI’s CFO Sarah Friar to warn of funding pressures if revenue growth stalled, the company dismissed the story as “ridiculous” and affirmed its commitment to buying compute. Cramer, who has warned repeatedly about parabolic moves in the AI sector, called the pullback a needed‑cool‑down, likening the current hype to the speculative excesses that preceded the 2000 dot‑com bubble, and said he remained confident in OpenAI’s long‑term outlook after its record‑breaking $122 billion funding round.

Read more: https://www.cnbc.com/2026/04/28/jim-cramer-reacts-to-wsj-openai-report.html

#JimCramer #OpenAI #SarahFriar #