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.
42:52
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Quick takeaways
- Amazon's earnings report highlighted mixed results, with strong revenue yet concerns regarding AWS growth and conservative guidance impacting investor sentiment.
- The resilience of the tech sector was showcased by Twilio's impressive earnings beat, reflecting the growing importance of communication technologies and AI.
Deep dives
Bank of America's Commitment to Business Lending
Bank of America, as a leading business lender, emphasizes its role in supporting businesses across the nation with a portfolio of $215 billion in business loans. The institution has deployed over 3,700 business specialists to provide tailored assistance, ensuring that businesses receive the necessary resources to thrive within their communities. This commitment to fostering business success is expected to contribute positively to the overall growth of local economies and communities. By positioning itself as a reliable partner, Bank of America seeks to empower businesses to reach their full potential.
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