Jim and Jeff discuss Microsoft and Alphabet and their big bets on AI. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake
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electricity a big idea that's inspired countless new ones from powering the light bulb to virtually powering our entire lives 30 years ago State Street launched the spider S&P 500 ETF spy a big idea that inspired the world to invest differently and still does what can you do with spy before investing consider the funds investment objectives risks charges and expenses visit ssha.com for a prospectus containing this another information really carefully before investing spies subject to risks similar to those of stocks only TS are subject to risk including possible loss of principle distributing distribution on jim cramer and you're about to hear a sample taken directly from today's c_m_c_ investing club morning meeting we had great earnings big cap x numbers that are going to trickle through the rest of the economy uh... so you get a good route yet you know it's important you point out carl was interviewing so i can talk about how we're the practically growth country in in the world and that's two-fold that's oil and gas but it's a it's cap equipment and this capital capital this is these are big checks made out to get blackwells in h two hundred from yet so let's talk about who's been a bit maybe we'll start with Microsoft first really quite a great notes last night yep great thank you clean beats across the board revenue up seventeen percent e_p_s_ up twenty percent beating expectations by twelve cents operating on this better than expected well look i think with microsoft clean quarter revenue guide maybe a little bit like the margins were good in azure most importantly better than expected up thirty one percent seven points from a i services which is open a_i_ chat g_p_t_ seven points yet even if you stripped that out exit x_a_i_ uh... azure revenue accelerated twenty four percent constant currency up twenty two percent last quarter uh... so great there more personal computing the talk about p_c_ volume is better than expected that could be good for best by yep uh... and uh... co-pilot they said sixty percent of fortune five hundred using uh... the tool very good to see cap x was light but they said fiscal year twenty twenty five will be higher than twenty twenty four uh... stock is that i mean look relative to alphabet you had alphabet lower expectations or multiple perhaps a bigger b well i mean alphabet we have to understand that we've asked for granularity we finally got we finally found out how they're doing and it turns out that they're doing really well even other bets even way more they're doing quietly well in youtube youtube is the defactaway people a lot of the younger people watch TV hence what we do yep especially with you to t_v_ eight million paid subs you had search be it a lot of years around search just about the uh... campbells about cannibalization generator that i uh... disrupting that but they actually think that the transition will be positive so we'll see there i like the fixing of the cost structure margins expanded to thirty one percent big surprise getting more discipline on call right it was that was down in this country and was not amazing yet and this comes even as they are uh... investing aggressively in a eye cap x came in two billion above expectations uh... well don't you think that when you read microsoft and google together you know that there's uh... no doubt about it how real at the demand is for a eye from these companies sure i think a i modernization much clearer with microsoft but alphabets has a two uh... and they talked about that as well start your day with my al local in the daily market every morning at ten twenty a_m_ visit c_b_c_ dot com slash morning take to access all the benefits of being a c_b_c_ investing club all opinions expressed by jim kramer on this podcast and in connection with the c_n_b_c_ investing club are solely kramer's opinions and do not reflect the opinions of c_n_b_c_ n_b_c_ universal or their parent company or affiliates and may have been previously 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