Joining us now is Gil Lauria from DA Davidson. Gil, is this Meta thing really that bad. I mean, 8%, eight and a half seems like a lot to take off the top.Not at all. Meta reported a great quarter. In fact, all three of these mega caps reported fantastic quarters that tell us how well we're doing.If we're to distill the signal from the noise, I'll focus on four numbers. Microsoft Azure 39% from 37 last quarter. Google Cloud 34% growth on 32% last quarter.They grew ads 15% from 12% last quarter. Meta grew ads ...

Azure growth also came in ahead of estimates up 40% year-over-year. Joining us now is Brent Phil from Jeff. Uh stocks down about three and a half percent right now.Brent, why >> Azure uh was a slight miss. The street one a little bit higher on that growth that you just mentioned. And uh I think that's really largely it.All the other metrics look good. I think the street's not picking up on the booking and the the actual RPO. And if you look at those numbers, you're talking about a a commercial booking numbe ...

The Federal Reserve just cut interest rates by a quarter point. So, what does that mean for your money. I'm Sharon Eperson, senior personal finance correspondent at CNBC and the author of the Money 101 newsletter.Now, taking a quick look at the Fed funds rate, we're now seeing it in a range between 3 and 3/4 and 4%. That is not the rate that consumers pay, but it's the rate that consumers need to pay attention to for their borrowing costs and savings rates. Variable rate loans, they're going to get hit firs ...

that meta results are out. Stock is headed lower and we can go to Julia Borston on that right now. Julia, uh I wonder if you can see why the stock is down seven or so percent.>> Well, earnings and revenue both beat expectations. Adjusted earnings of $7.25%. That's ahead of estimates of 669, but that includes a one tax onetime non-cash income tax charge of $15.9% billion.Um but that without that one-time charge which is due to the big beautiful bill um President Trump's big beautiful deal bill that would hav ...

you own it. Now, this is a stock that I believe is down 34% year-to date. So, if people are wondering why it's up on results that seem more disappointing versus expectations, some of the big tech names, perhaps it's being measured by a different standard, Stephanie.>> Oh, absolutely. Absolutely. Look, I mean, it's hard in general for this industry uh right now from a macro point of view.Um but they're doing the very best that they can. Uh I think that the expectations were for a negative comp uh for the qua ...

[Music] Hey, John. The stock kind of bouncing around a bit in the after hours here. Now it's higher by more than 3%.Its third quarter results essentially uh in line for Chipotle. The company lowering though its fullear same store sales guidance. Now for the third quarter in a row, it now expects low singledigit decline versus a prior forecast of flat.Now that's despite its EPS coming in right in line at 29 cents. Revenue is also in line at 3 billion for the quarter. Same store sales also up 0.3%.Its average ...

Uh but we have more earnings to bring you. Starbucks results are out. Kate Rogers has those numbers.Hi Kate. Hey Morgan. So the stock a little bit higher here as you can see by more than one and a half%.A mixed fourth quarter for Starbucks. Uh EPS a miss here. 52 cents adjusted versus estimates of 56 cents.Revenues though would beat 9.6% billion for the quarter versus the 9.35% billion estimated. And that's even with the labor investments that the company is making right now. Comps turning positive globally ...

Now, earnings are out and the stock is up more than three and a half% here in overtime after a beat on the top and bottom lines, a raised guide, and the announcement of a 5for one stock split. Service Now revenue came in at $3.41% billion versus 3.35% billion consensus, earnings per share, $482 adjusted versus $427 expected. I spoke with CEO Bill Mcder about the results this afternoon on higher margins.He said, "You're seeing margin expansion on the OP margin level and the free cash flow margin level, not o ...

Yeah, John, we see uh shares dropping here despite some beats on the top and bottom line and on Azure cloud growth. EPS was a beat at 40 $4.13%. Street wanted to see $367.Revenue here a beat as well. 77.67% billion. Street was looking for 75.33% billion.And Azure cloud growth again another beat here uh 40% growth year-over-year compared to expectations of 38.2% uh percent. We're seeing shares drop here about four and a half percent. I'm going to keep digging through and find out what's going on and I'll be ...

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