CNBC's "Fast Money" Alphabet, Intel, And Gilead On The Move After Earnings… And China Hits Back At Trump 4/24/25
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Apr 24, 2025 Earnings reports from tech giants like Alphabet and Intel reveal both growth and challenges. Alphabet's strong revenue and share buyback spark optimism, while Intel faces cloud revenue hurdles. Amid U.S.-China trade tensions, both sides deliver mixed messages, complicating market sentiment. Gilead's earnings show strengths in HIV but raise concerns in oncology. Experts discuss stock buybacks versus growth investments, all while speculating on future market trends and the impact of tariffs. Don't miss the final stock picks from the traders!
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Alphabet's Cloud and AI Outlook
- Alphabet's cloud revenue growth faces variability amid tight demand-supply conditions.
- Despite AI competition and antitrust risks, Google's ad revenue remains strong and monetization steady.
Google's AI Monetization Challenge
- Google struggles to monetize AI despite rapid growth in chat bot users.
- Competition from GPT, Anthropic, and Grok challenges Google's dominant search business.
Invest in Intel's Turnaround
- Buy Intel shares to back CEO Mike Seaver's turnaround plan.
- Expect management restructuring and focus on AI and streamlining products.