Meta (META) & Alphabet (GOOGL) Performance - Evercore ISI adjusted price targets, increasing for Alphabet and decreasing for Meta [1] - Both companies demonstrate the ability to leverage AI to enhance core businesses [2] - Meta's increased investment in AGI (super intelligence) caused market hesitation regarding capital expenditure and expense guidance [3] - Google proved it could deploy AI to improve core search business and YouTube, leading to accelerated revenue growth [3] - Meta's ad revenue growth and improved user experience are attributed to AI deployment in Instagram, Facebook, Threads, and WhatsApp [6] - The market is uncertain about Meta's ability to become an AI leader, especially without an external sales product like cloud services [8] - Meta is expected to trade sideways for 3-6 months until it proves its AI leadership [9] Amazon (AMZN) Outlook - Amazon needs to achieve approximately 185% year-over-year AWS growth [10] - Achieving AWS growth comparable to Azure sequentially in dollar terms would positively shift the narrative on Amazon [10]

All right, take a look at shares of eBay. That stock is tumbling, down by about 9% this morning. It comes after eBay beat uh earnings estimates and revenue estimates.But the company's profit forecast for the current quarter missed expectations. That has investors concerned about shrinking margins ahead ahead of the holiday shopping season. Before today's decline, eBay's stock was up about 61% for the year to date. Uh at this point it looks like it's up by about 44% for the year to date. ...

As expected, the Fed cut rates by 25 basis points yesterday, but Treasury yields jumping after this comment from Fed Chair Jay Powell. Listen. In the committee's discussions at this meeting, there were strongly differing views about how to proceed in December.A further reduction in the policy rate at the December meeting is not a foregone conclusion. Far from it. Policy is not on a preset course.Joining us right now with his insights is Roger Ferguson, former Fed vice chair as well as a CNBC contributor. Uh ...

The New York City Marathon is this Sunday. That race attracts athletes from all over the world and CEOs from major brands because of its prestige and global appeal. Joining us right now is one of those CEOs who are flocking here to New York City this weekend.Dan Sheridan is Brooks running CEO and Dan, thanks for coming in. >> Thanks for having me. It's nice to be in New York. >> It's great to have you here.Now, you guys are not an official sponsor of the New York City Marathon. Uh but you do have a lot of p ...

Separately, President Trump posting last night about nuclear weapons. He said that because of testing programs from other countries, namely China and Russia. The United States is going to begin testing our nuclear weapons on an equal basis starting immediately.President Trump didn't mention specific countries, but the announcement follows reports yesterday that Russia had successfully tested a nuclearpowered nuclear arms capable Poseidon torpedo. The United States hasn't conducted a live nuclear weapons tes ...

Capital Expenditure (CAPEX) - Alphabet's capital expenditure guidance ranges between $91 billion and $93 billion, aligning with Microsoft and Amazon's spending levels in the cloud sector [1] - Alphabet has capital expenditure commitments of around $100 billion [2] Revenue Performance - Search and other revenue reached $56.57 billion, exceeding estimates of $55.1 billion [3] - YouTube revenue for Q3 beat estimates at $10.26 billion versus the expected $10.01 billion [4] - Cloud revenue grew 34% year-over-year to $15.16 billion [4] - Other bets revenue, including Waymo, missed estimates at $344 million versus $433.1 million [3] Key Metrics & Competition - Alphabet's Gemini app has 600 to 650 million monthly active users, compared to OpenAI's ChatGPT with 800 million [2] - Alphabet's backlog number, a future revenue indicator, is coming in at $155 billion [2]

Investment Guidance - CNBC offers Jim Cramer's investment guidance to navigate Wall Street opportunities and pitfalls, aiming to help viewers make money [1] Content Subscription - CNBC encourages viewers to subscribe to CNBC PRO for live and exclusive video content [1] - CNBC promotes subscriptions to CNBC TV and CNBC for general business news and analysis [1] - CNBC promotes CNBC+ for on-the-go access to CNBC content [1] News and Analysis - CNBC provides the latest stock market news and analysis, including market futures and live price updates [1] - CNBC positions itself as a leader in business news worldwide [1] Online Engagement - CNBC directs viewers to its website for the latest news [1] - CNBC encourages viewers to follow CNBC News on various social media platforms, including LinkedIn, Instagram, Facebook, Threads, X (formerly Twitter), and WhatsApp [1]

AI and Data Center Investment Opportunities - The rise of AI and accelerated computing are significant developments, suggesting potential investment opportunities in related sectors [2] - The data center buildout is creating fortunes, and the industry advises against dismissing it as a bubble [2] - The market suggests considering speculative stocks in a diversified portfolio, allocating no more than 10% to such positions, to potentially capitalize on significant gains [9][12] Company Specific Examples - Kamico, a uranium company, saw its stock jump 23% after the government partnered with Westinghouse (in which Kamico owns 49%) for an $80 billion nuclear buildout driven by data center power demand [5][6] - Bloom Energy's stock rose 18% after reporting a blowout quarter, becoming an industry standard for on-site clean energy at data centers [6][7] Investment Strategy and Risk Management - The industry recommends against excessive skepticism, as it may lead to missing real opportunities [1] - The industry suggests that investors should not bet everything on one company or ETF, but rather speculate wisely [11][12] - The industry emphasizes limiting speculative positions to a maximum of 10% of the entire portfolio [12]

Stock Recommendations & Analysis - Energy Transfer is considered an excellent company, but Enterprise Product Partners is the preferred recommendation [2] - Toast is viewed as a buy, specifically after their report on November 4th, based on the idea that the restaurants aren't doing well, but Toast is doing well [4] - DBLT: It is suggested to take off a little and let the rest run, taking out three times the cost base to avoid losing money [5] - Seals Q (QLAS): The analyst is not going to opine on Seals Q (QLAS) because he considers himself an amateur and another person an expert [7] Individual Stock Stories - A stock rose like a phoenix from the ashes, from $4 a share in 2020 to around $17 a share [1] - An investor has been buying the lows and harvesting the highs in the meme rat [5] - An investor has already rang the register three times on a small post quantum company, Seals Q (QLAS) [7] General Market Sentiment - The market is currently trading on the idea that restaurants aren't doing well [4] - Natural gas is being supplied to AI and data centers [2]

Financial Performance - ServiceNow reported 22% revenue growth and a 56% earnings beat [2] - ServiceNow management raised nearly every line of their full-year forecast [2] - ServiceNow had 103 deals north of $1 million in net new ACV, 10 deals above $10 million, and 3 deals above $20 million [7] AI and Platform Strategy - ServiceNow is positioning itself as the AI platform for business transformation, connecting to all clouds, language models, and data sources [6] - ServiceNow's AI platform is built on Nvidia's Neatron and delivers large language model intelligence at a fraction of the size and cost [8] - ServiceNow's AI platform builds AI-powered supply chain workflows, providing real-time visibility and predictive capabilities [9] - ServiceNow has seen a 55x improvement in the number of assists in just a few short months [10] - ServiceNow integrates with hyperscalers and large language model providers, focusing on enterprise AI which is different from consumer AI [11][13] - ServiceNow is designed to run across all functions, offering a single AI platform for business transformation [15] Market Positioning and Future Growth - ServiceNow is playing a "one-of-one" game and winning, offering a seamlessly integrated platform that others don't [17][16] - ServiceNow is splitting its stock five-for-one to make it more accessible to individual investors [18][20] - ServiceNow has been growing at 50%+ for a decade straight [20]