AMZN Jun 2025 85.000 put
- Yahoo Finance Video
Apple's China demand woes are 'overblown': Strategist
Earnings season continues for Big Tech names, with Amazon (AMZN) and Apple (AAPL) set to post their earnings this week. A critical component of the earnings picture is consumer demand, as Wall Street seeks to gauge consumer strength. Apple, in particular, has experienced a bumpy road in China, where it saw iPhone sales drop significantly within the first couple of months of the year. Kace Capital Advisors Managing Partner Kenny Polcari joins The Morning Brief to discuss the market's reaction to earnings season as Big Tech continues to report its earnings. Polcari explains his feelings with Apple in China: "The concerns over China are overblown. Apple earns $120 billion every three months. What are we talking about here? Look what Apple did in April, I think it was off the highs in March. It was down about 17% and now it's rallied back, SC Bernstein just upgraded it...The iPhone story might run into a little bit of a problem, because they're expensive now, not everyone's going to continue to buy $1500 iPhones." For more expert insight and the latest market action, click here to watch this full episode of Morning Brief. This post was written by Nicholas Jacobino
- Yahoo Finance Video
McDonald's, Coca-Cola report, investors await Amazon, AMD: Yahoo Finance
It's an earnings blitz on Wall Street today. This morning, McDonald's (MCD), Coca-Cola (KO), and PayPal (PYPL) were among several top names reporting. McDonald's earnings and same-store sales growth both missed expectations. Coke earnings and revenue beat the Street. This afternoon, we will hear from several top tech names, including Amazon (AMZN) and Advanced Micro Devices (AMD), as well as the likes of Starbucks (SBUX) and Pinterest (PINS). Yahoo Finance trending tickers include Tesla (TSLA), MicroStrategy (MSTR), and Coinbase (COIN). Key guests include:9 a.m. ET - Kenny Polcari, Kace Capital Advisors Managing Partner10 a.m., ET - Brett Ryan, Deutsche Bank Senior U.S. Economist11:15 a,m. ET - Matt Schulz, LendingTree Chief Credit Analys
- Yahoo Finance Video
Amazon earnings: All eyes on cloud growth for AWS?
Amazon (AMZN) will report its first quarter earnings alongside other tech giants like Apple (AAPL) this week. Creative Strategies CEO and Principal Analyst Ben Bajarin joins Market Domination to discuss Amazon's upcoming earnings and why investors should pay attention to how Amazon Web Services performs. On what to expect with AWS, Bajarin states: "Everybody is going to be looking at cloud growth for AWS. Right now, it's super trendy to talk about CapEx, everyone wants to see what the hyperscalers are spending in terms of new infrastructure, buying AI servers, creating 'AI factories,' as Nvidia (NVDA) likes to call them. I think that's what's going to be a big spotlight, what Amazon's growth is doing in terms of AWS. I think it's probably predictable it will be healthy, somewhat double-digit. Where are they going, where are they guiding, and what CapEx are they investing?" For more expert insight and the latest market action, click here to watch this full episode of Market Domination. This post was written by Nicholas Jacobino
