Closing Bell Closing Bell: Stocks Bounce to Begin May, Big Tech's Moment of Truth 5/01/25
May 1, 2025
Kate Rooney, a CNBC correspondent focused on technology, joins Adam Parker, a market strategist from Trivariate Research, to dissect the latest market trends. They dive into the struggles of tech giants like Amazon and Apple amid economic shifts and reliance on the Chinese market. Insights reveal how recent earnings from Microsoft and Meta influence investor sentiment. The duo also navigates the uncertainties surrounding Federal Reserve policies and suggests strategic investments for stability. Get ready for a riveting discussion on the ever-evolving market landscape!
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Amazon's Tariff and Cloud Growth Challenge
- Amazon investors focus on tariff impact and cloud growth guidance.
- AWS growth expectations rose post-Microsoft's strong cloud performance.
Watch Amazon's Advertising Spend
- Investors should watch Amazon's advertising spend amid tariff exposure.
- Advertising is high margin and sensitive to China-related macro risks.
Apple's China Dependency Risks
- Apple's China demand issues impact revenue growth and tariffs.
- Slower China growth risks stagnating overall revenue despite modest growth expectations.