And Amazon shares moving lower about uh 3/4 of a percent despite a beat on both the top and bottom line. You've got EPS coming in at $168 versus A$133. Revenue also beat at 167.7% billion versus 162.09% billion.Cloud AWS, this was a big number that analysts were looking for and that came in at a growth rate in Q2 of 17.5% just beating that 17.2% estimate there. We've also got a number on revenue for AWS at 30.87% billion uh just beating the street at $30.8% billion. And really that is the big number that we ...

Donald Trump's August 1st deadline is here. Well, almost. Tomorrow is the day new tariffs are set to take effect.The president's 90-day pause gave importers a chance to stockpile at a lower tariff rate, and many companies planned ahead, but some brands are already announcing price hikes. Joining us now, former chair of the Council of Economic Adviserss under President Biden, Jared Bernstein, and director of economic policy research at Veta Partners, Henrietta Trees. And Henrietta, starting with you, we know ...

It's no secret that Trump is a big fan of crypto. The president even has his own memecoin. And his two eldest sons, Eric and Don Jr.., are involved in a variety of crypto ventures. So, the crypto community saw the benefits to having the West Wing on their side. So much so that they started pumping money into Trump's campaign and a number of GOP races as well.That flood of funding was one of the biggest breaks for the Trump campaign. But our next guest writes that the Trump crypto honeymoon is over. Joining ...

Our business continues to perform very well uh which enables us to invest heavily in our AI efforts. To build this future, we've established Meta Super Intelligence Labs which includes our foundations product and fair teams as well as a new lab that is focused on developing the next generation of our models that will push the frontier in the next year or so. We're building an elite talent dense team and I'm excited to work closely with them.I spent a lot of time building this team this quarter because Meta ...

- If you agree, raise your hand. Trump is following through on his promises. - Just been lackluster.- Kind of a mixed bag. - I'm not saying that he's a perfect man. Trust me, he's not.- [Eliza] In November, Trump took over a key block of voters, young men. Six months, nearly 200 executive orders, multiple military actions, and a massive spending bill later. - It's gonna make this country into a rocket ship. It's gonna be really great.- We checked in with six of these voters. Hi everybody, I'm excited to hav ...

According to recent data, the prices that Americans have been paying for brandame drugs are more than three times the price other similar similarly developed nations pay. The president is determined to solve this problem and took further action today. He has signed 17 letters to pharmaceutical companies CEOs and I would like to read you one of these letters to the CEO of Eli Liy.On May 12th, 2025, I signed an executive order delivering most favored nation prescription drug pricing to American patients to st ...

Amazon's Retail & Advertising Performance - eBay零售销售加速，预示着亚马逊今晚的零售数据可能表现良好[1] - 亚马逊的广告业务达到约 500 亿到 600 亿美元的运行率，来自 Google 和 Meta 的信息显示广告业务增长强劲[2] - 预计亚马逊的广告业务增长率将保持稳健，与今年第一季度和第二季度相似[3] AWS & Cloud Services - 来自 Azure 和 Google Cloud 的信息对亚马逊的云服务部门 AWS 具有建设性意义，预计 AWS 今晚的业绩将有所加速[3] - AWS 需要证明其在 AI 云服务方面的实力，如果能够证明，股价还有上涨空间[8][9] - 如果 AWS 的增长率低于 17%，股价可能会迅速回落[8] Market Dislocation & Valuation - 谷歌仍然存在价值错位，如果法官下个月做出有利裁决，可能会出现短期催化剂，且其估值仍低于市场平均水平[6] - 亚马逊的价值被适度低估，而优步的价值也被略微低估[6] - 科技股的大幅上涨使得市场中价值错位的机会减少[7] Risks & Margin Concerns - 关税风险仍然存在，成本上升，尚不清楚这些成本将由谁承担，亚马逊可能更愿意承担这些成本，而不是将其转嫁给消费者，这可能会影响其利润率[9][10] - 投资者仍然希望看到亚马逊利润率的扩张路径，如果今年下半年未能实现，将是一个负面因素[11]

bring in requisite capitals Brent Talkington, Odyssey Capitals Jason Snipe, and Big Technologies Alex Caneritz. All of them CNBC contributors. And I thank you for coming on to to kick this around with us.Alex, let's just start big picture here. I mean, it's natural to ask after this investment binge has been going on for a couple of years now. Uh, and it sort of tests the limits of just how much each of these individual companies can allocate of their free cash flow into uh AI infrastructure.When is the mar ...

It wasn't just the ad pricing in the quarter gone or talking up all of their prowess or narrowing the CapEx range. The thing that surprised many was them saying next year, 2026, we will grow CapEx. What did you make of that.Word now, and it tells you that the spending on AI really does continue. I mean, I think everybody's been concerned that the spending is going to drop off a little bit. But from a dollar perspective, many talked about how 2026 will see, you know, substantial increase in CapEx similar to ...

I remember when I was here about 90 days ago, and I told you he's going to walk these back. The the the the tariffs that he announced on Liberation Day would have crushed the American economy. They would've been bad for consumers, ultimately bad for Trump's political standing.Wildly unpopular around the Hill. And that we should expect him to walk it back. And we have seen a steady walk back of those to the point where he started getting embarrassed.Right. The so-called taco trade ever. You know, Trump's alw ...