Closing Bell Big Tech Earnings Parade Rolls On With Amazon & Apple 5/1/25
May 1, 2025
In this discussion, Stephanie Link, chief investment strategist at Hightower and CNBC contributor, dives into the earnings reports from tech titans like Amazon and Apple. They analyze the surprising mixed signals from Amazon's performance amidst macroeconomic challenges while showcasing its strengths in AWS and advertising. Can't forget the anticipation surrounding Apple's results and its supply chain strategies under Tim Cook, especially as manufacturing shifts to India. Insights from Twilio's CEO add depth to the conversation about resilience in today’s market.
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Amazon's Critical Guidance Metrics
- Amazon's operating income guidance at $17 billion is key to watch amid tariff pressures.
- AWS growth and supply chain improvements in the second half of the year remain critical for investors.
Broad Travel Softness Consistent
- Travel industry softness in the US is consistent across airlines, hotels, and cruises.
- Airbnb's softness aligns with these trends but the overall macroenvironment impacts vary by sector.
Earnings Season Outperforms Expectations
- Earnings season is strong relative to early expectations despite tariff uncertainty.
- Companies are managing well through price hikes, cost cuts, and supply chain adjustments, supporting market gains.