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☆ I work at Microsoft and didn't realize how evil tech can be until I had kids. Here's how I limit their screen use to 1 hour a day.
▼ + stars: | 2024-08-06 | by ( Charissa Cheong | ) www.businessinsider.com time to read: +7 min

Though I work in tech, I'm not very familiar with social media. I'll spend hours reading through tech documents to keep up with the latest developments. My three oldest kids have iPads provided by their school, and they also have personal Android tablets and phones. We then started looking for tools to monitor our kids' technology use. I talked with my three oldest kids about the monitoring, saying I wanted to ensure they were consuming age-appropriate material.

Persons: —, Bill Safcik, I've, I'm, they're, They're Organizations: Service, Microsoft, Business, Facebook, Big Tech Locations: Texas

☆ Meta set to report second-quarter earnings after the bell
▼ + stars: | 2024-07-31 | by ( Jonathan Vanian | In | ) www.cnbc.com time to read: +4 min

Meta founder and CEO Mark Zuckerberg speaks during the Meta Connect event at Meta headquarters in Menlo Park, California, on Sept. 27, 2023. Meta is slated to report second-quarter earnings on Wednesday after the close of regular trading. Meta's ad revenue is projected to show an increase of 19% to $37.6 billion, according to StreetAccount. Heading into Meta's report on Wednesday, the digital ad market has shown some signs of weakness. Alphabet reported lower-than-expected ad revenue out of YouTube last week, and on Tuesday, Pinterest issued disappointing third-quarter guidance, leading to a 15% plunge in the stock after hours.

Persons: Mark Zuckerberg, LSEG, Meta, Zuckerberg, Emily Chang, Sundar Pichai, Pichai, Pinterest, Julia Brau Donnelly Organizations: Meta, Google, YouTube, Labs, Revenue, Quest VR, Microsoft Locations: Menlo Park , California

☆ How CrowdStrike caused a global IT meltdown and what comes next
▼ + stars: | 2024-07-24 | by ( Arjun Kharpal | ) www.cnbc.com time to read: +24 min

But this was not a Microsoft issue. Tom ChittyWe're going to talk more about who CrowdStrike are, I think, you know, some people would probably never have heard of CrowdStrike. Lots and lots and lots of global businesses rely on CrowdStrike for their security. I had first seen that and thought it was a Microsoft issue, the reason why Windows crashed on my PC. It was a CrowdStrike issue.

Persons: Tom Chitty, We'll, I've, Arjun Kharpal, you've, Tom Chitty We're, let's, Arjun Kharpal CrowdStrike, George Kurtz, Kharpal, CrowdStrike, they're, it's, they've, Tom Chitty Well, what's, Arjun Kharpal We'd, Iyou, It's, who've, there's, Ciaran Martin, Patrick Anderson, Arjun, Tom, Tom Chitty We'll Organizations: Microsoft, Industries, CNBC, Netflix, NBC, Sky News, Tom Chitty Airlines, Civil Aviation, CrowdStrike, U.S, Board, U.S . Homeland Security Department, Google, National Cybersecurity Center, Anderson Economic Group, CNN Locations: U.S, beyondthevalley@cnbc.com, CNBC's London, London, Europe, China, Russia, Arjun Kharpal China, Moscow, what's, Michigan

Its price target implies more than 30% upside. Analyst Stephen Bersey also slashed his price target for the stock to $302 from $388. The financial firm reiterated its overweight on the technology titan and Magnificent Seven member and increased its price target to $485 from $465. The bank upgraded shares of the doughnut maker to buy from hold, while standing by its target price of $14. The bank upgraded the shoe company to overweight from equal weight and raised its price target to $80 from $60.

Persons: CrowdStrike, Morgan Stanley, Stephen Bersey, Bersey, Lisa Kailai Han, Piper Sandler, Brent Bracelin, Bracelin, — Lisa Kailai Han, Peter Christiansen, Christiansen, Sorabh Daga, McDonald's, Daga, Fred Imbert Organizations: CNBC, HSBC, HSBC downgrades CrowdStrike, Guggenheim, Microsoft, Microsoft Cloud, Citi Locations: CrowdStrike, U.S, Monday's

☆ Microsoft says it restored cloud services after global outage
▼ + stars: | 2024-07-19 | by ( Arjun Kharpal | ) www.cnbc.com time to read: +1 min

Microsoft's cloud services have been restored after suffering an outage, the company said on Friday. The U.S. tech giant said late on Thursday that customers in the Central U.S. region may experience issues with multiple Azure services and its Microsoft 365 suite of apps. Reuters on Friday reported that the Microsoft cloud outage led to some airlines grounding flights. U.S.-based Frontier Airlines said on Friday that its systems were impacted by the Microsoft outage. In January, Microsoft cloud suffered an outage globally that impacted services from Outlook to Teams.

Organizations: Microsoft Times, Microsoft, Reuters, Frontier Airlines Locations: New York City, U.S, Central U.S

☆ Global IT outage grounds planes and sends broadcasters off air: Live updates
▼ + stars: | 2024-07-19 | by ( Ruxandra Iordache | ) www.cnbc.com time to read: 1 min

Spain National Team plane arriving at Adolfo Suarez Madrid-Barajas airport on July 15, 2024, in Madrid, Spain. Planes have been grounded and TV broadcasters have gone offline as businesses worldwide grapple with an ongoing major IT outage. Earlier on Friday, cybersecurity giant CrowdStrike experienced a major disruption, the company told NBC, following an issue with its latest tech update. Separately, Microsoft cloud services were restored after an outage, the company said on Friday, even as many users continued to report issues. Shares of both companies were losing ground in premarket trading on Friday morning.

Persons: Adolfo Suarez Organizations: Spain National Team, Adolfo Suarez Madrid, Barajas, NBC, Microsoft Locations: Madrid, Spain

☆ Apple and Microsoft seem to be playing very different games with their OpenAI deals
▼ + stars: | 2024-07-04 | by ( Hasan Chowdhury | ) www.businessinsider.com time to read: +6 min

In the 1990s, Apple watched as Bill Gates took Windows global, giving Microsoft absolute dominance over the nascent PC market. Apple's OpenAI dealWhen Apple revealed a partnership with OpenAI at its Worldwide Developers Conference (WWDC) in June, questions swirled about the terms of the long-rumored tie-up. AdvertisementApple's new suite of AI features revealed at WWDC, dubbed Apple Intelligence, hardly relies on OpenAI's technology. ChatGPT is more of an add-on that Apple users can choose to give, or refuse, permission to respond to queries. The success of Apple's OpenAI tie-up could come down to how many people are willing to buy new iPhones.

Persons: —, Apple, Bill Gates, Steve Ballmer, Steve Jobs, Gates, Phil Schiller, Sam Altman's, Apple's, Apple isn't, OpenAI, Satya Nadella, Nadella, Yann LeCun, it's Organizations: Service, Microsoft, Business, Bloomberg, Apple, Big Tech, OpenAI, Worldwide Developers, Google . Apple Intelligence, Google, Apple Intelligence Locations: OpenAI

Amazon will double the value of credits it offers some startups to use its cloud infrastructure, CNBC has learned, as the company faces heightened competition from Microsoft in artificial intelligence services. Seed-stage startups will still be eligible for $100,000 in credits, AWS said. But Microsoft Azure and Google Cloud are growing more quickly, and are benefiting from rapidly advancing AI models. During Selipsky's time at the helm, Microsoft and Google increased their share of the cloud infrastructure market. Participants will be able to access up to $1 million in cloud credits, according to the website.

Persons: Matt Garman, Garman, Garman's, OpenAI, Anthropic, Adam Selipsky, Grant, Amazon's, Rohit Prasad, David Luan Organizations: Amazon Web, CNBC, Microsoft, AWS, Google, Gemini Locations: Las Vegas, Silicon, Silicon Valley

☆ 'Blew my mind': Investor says one key stat shows Nvidia is in it for the long haul
▼ + stars: | 2024-06-10 | by ( Ganesh Rao | ) www.cnbc.com time to read: +2 min

"The stat that really blew my mind is that the forecast cash flow for Nvidia for 2026 is higher than Microsoft ," Yuri Khodjamirian, CIO at Tema ETFs, told CNBC's Squawk Box Europe, emphasizing the remarkable growth trajectory of Nvidia. This projection is driven by the surging demand for Nvidia's AI chips, as software companies increasingly rely on these powerful processors to fuel their artificial intelligence models. The spending by software giants such as Microsoft , Amazon and Google is propelling the share prices of Nvidia and other semiconductor companies to new heights. NVDA 1Y line Khodjamirian noted that Nvidia is "setting the pace" in the industry with annual product announcements that competitors struggle to match. Ginsberg predicts that Fortune 500 companies will increasingly outsource their AI and algorithmic business to cloud service providers, benefiting companies like Google Cloud and Microsoft Cloud.

Persons: Yuri Khodjamirian, CNBC's, Nvidia's, Microsoft's –, Khodjamirian, Anthony Ginsberg, Ginsberg, Satya Nadella, Sundar Pichai Organizations: Nvidia, Microsoft, Google, Apple, Gins, Tech, CNBC Pro, Amazon Locations: America

☆ Microsoft is having its iPhone moment
▼ + stars: | 2024-05-10 | by ( Jordan Hart | ) www.businessinsider.com time to read: +2 min

Microsoft is on the verge of a major turning point with Copilot, analysts said. Analysts from investment bank Wedbush Securities said in a note on Friday that they believe the tech giant is having its "iPhone moment" in AI. Related storiesFor Microsoft, Copilot might be the driver. AI is on track to change the tech industry forever, and they predict it will continue to push Microsoft cloud products like Azure forward. Microsoft Cloud generated $35.1 billion in revenue in the first quarter — up 23% year-over-year — and Nadella said investing in Copilot is part of the reason.

Persons: —, they've, Satya Nadella, Dan Ives, Nadella Organizations: Microsoft, Service, Wedbush Securities, Apple, Nadella Locations: Copilot

☆ Amazon, Microsoft, and Alphabet are doubling down on AI for the cloud — and it seems to be paying off
▼ + stars: | 2024-05-01 | by ( Aaron Mok | ) www.businessinsider.com time to read: +5 min

Over the last two weeks, major cloud providers Amazon, Microsoft, and Alphabet have reported quarterly earnings that exceeded Wall Street's expectations. Amazon, Microsoft, and Alphabet's shares also climbed after earnings were reported, evidence that doubling down on their AI strategies seems to be paying off. Davidson Companies analyst Gil Luria told Business Insider regarding Amazon, Microsoft, and Alphabet. Microsoft Cloud generated $35.1 billion in revenue — up 23% year-over-year — that CEO Satya Nadella credits partly to investments into AI tools like Microsoft Copilot. Amazon, Microsoft, and Alphabet didn't immediately return a request for comment from Business Insider before publication.

Persons: —, D.A, Gil Luria, Claude, Andy Jassy, Satya Nadella, Nadella, Ruth Porat, OpenAI's ChatGPT, Luria, doesn't, Jassy, Sundar Pichai Organizations: Service, Microsoft, Business, Davidson Companies, Amazon, Web Services, Google Cloud, Google, Gemini, Research, Capital Locations: Indonesia

☆ Alphabet, Microsoft and Meta close at all-time highs ahead of earnings next week
▼ + stars: | 2024-01-25 | by ( Alex Koller | ) www.cnbc.com time to read: +2 min

Alphabet shares climbed to a record on Thursday, joining Microsoft and Meta , which have continued to rally since reaching fresh all-time highs earlier this month. Shares of Alphabet rose 2.1% to close at $151.87. The rally comes ahead of quarterly earnings reports next week from the mega-cap tech companies. Alphabet shares jumped 58% last year and are now up 8.7% to start 2024. Microsoft leads Alphabet in the cloud-computing market, though it still trails Amazon Web Services.

Persons: Meta, Piper Sandler Organizations: Microsoft, Meta, Apple, Investors, Mizuho Securities, LSEG, Nvidia

☆ Here are Thursday's biggest analyst calls: Tesla, Apple, Boeing, IBM, Meta, Microsoft, Rivian, Amazon & more
▼ + stars: | 2024-01-25 | by ( Michael Bloom | ) www.cnbc.com time to read: +5 min

Goldman Sachs reiterates Apple as buy Goldman said it's standing by the tech giant heading into earnings on February 1. Bank of America reiterates Meta as buy Bank of America raised its price target on Meta to $425 per share from $405. Piper Sandler reiterates Microsoft as overweight Piper warned investors in a note on Thursday not to "sleep" on Microsoft Cloud. Bank of America downgrades Boeing to neutral from buy Bank of America said in its downgrade of the stock that it sees too much regulatory scrutiny. Bank of America upgrades Heico to buy from neutral Bank of America said investors should buy the dip in the aerospace and electronics aftermarket company. "

Persons: Needham, Rivian, Morgan Stanley, Tesla, Goldman Sachs, ServiceNow, Goldman, it's, TAL, BTIG, Jefferies, Wells, Piper Sandler, Piper, JPMorgan downgrades Hertz, JPM, Hertz Organizations: Bank of America, IBM, Revenue, Apple, JPMorgan, Tal, Bloom Energy, Gray Customers, Amazon, " Bank of America, Meta, DuPont, Microsoft, Deutsche Bank, Avis, Deutsche, Boeing, Alaska Airlines, of America Locations: ServiceNow, China, Bloom

☆ 'The most taboo topic I've ever seen': Inside Microsoft's war over the war in Gaza
▼ + stars: | 2023-11-28 | by ( Ashley Stewart | ) www.businessinsider.com time to read: +16 min

Viva Engage, Microsoft's slick message board designed to compete with Slack, is often touted as "Facebook for work." In October, according to internal messages viewed by BI, a Microsoft employee shared a post praising child tax credits as a way to reduce poverty. Employees with pro-Palestinian views have also used inflammatory language in their posts on Viva Engage. It has cut off the comments to Viva Engage posts it considered too incendiary. "It's important to recognize the pain and suffering of so many people, including our colleagues, as the events in Israel, Gaza, and the surrounding region continue to unfold," Nadella wrote.

Persons: Slack, —, Sandy Hook, chimed, George Floyd, Satya Nadella, Roe, Wade, Kathleen Hogan, Israel, Nadella, Benjamin Netanyahu, Charlie Bell, Scott Guthrie, Rajesh Jha, Microsoft's, Cherry, Davis Polk, Israel's, Ashley Stewart Organizations: Viva Engage, Facebook, Microsoft, Business, Engage, BI, Employees, Israel, Israel Defense Forces, Harvard, Hamas, Wardwell, Ivy League, New York Times, Apple, Amazon Web Services Locations: Israel, Gaza, Uvalde, Columbia, Silicon Valley, America, Haifa, Herzliya , Tel Aviv, Nazareth, Palestine, Gaza . Harvard, Tel Aviv, Seattle

☆ Microsoft could be having its 'iPhone moment' this week that sends the stock soaring over time, says Piper Sandler
▼ + stars: | 2023-10-30 | by ( Samantha Subin | ) www.cnbc.com time to read: +1 min

Microsoft may be on the brink of a watershed moment equivalent to Apple 's 2007 iPhone launch, according to Piper Sandler. MSFT YTD mountain Microsoft shares since the start of 2023 The comments from Bracelin come as the software giant readies to launch its Copilot artificial intelligence subscription service offering Wednesday. The tool, first announced in July, adds AI capabilities to Office product for an additional $30 a month. While AI investments only garnered half a billion in revenue last quarter, Microsoft's broad AI ambitions could add $10 billion in revenue to by 2025 and $100 billion longer term, according to Bracelin's projections. This "first-mover AI advantage," coupled with expectations for a reacceleration in double-digit top-line growth, support the current premium for shares.

Persons: Piper Sandler, Brent Bracelin, Bracelin, — CNBC's Michael Bloom Organizations: Microsoft, Apple, MSFT Locations: That's

☆ Microsoft profit pops 27% as Azure growth accelerates
▼ + stars: | 2023-10-24 | by ( Jordan Novet | ) www.cnbc.com time to read: +2 min

Microsoft Microsoft shares jumped as much as 5% in extended trading on Tuesday after the software maker issued fiscal first-quarter results that beat Wall Street estimates. Here's how the company did:Earnings: $2.99 per share, vs. $2.65 per share as expected by LSEG, formerly known as Refinitiv. Microsoft doesn't disclose Azure revenue in dollars. At constant currency, Azure revenue rose 28%, accelerating from 27% in the fiscal fourth quarter. That was up 3% and higher than the $12.85 billion StreetAccount consensus.

Persons: Satya Nadella, StreetAccount Organizations: Microsoft, Washington , D.C, Microsoft Microsoft, Wall, LSEG, Revenue, CNBC, Bing Locations: Washington ,

☆ This Big Tech stock could be a hedge against a recession in 2024, UBS says
▼ + stars: | 2023-10-23 | by ( Ganesh Rao | ) www.cnbc.com time to read: +3 min

Microsoft could act as a defensive stock if the U.S. enters a mild recession next year, according to UBS analyst Karl Keirstead. Interest rates While higher interest rates pressure valuations across the tech sector, the UBS analyst expects Microsoft to benefit disproportionately if rates decline in 2024. The company's strong free cash flow generation also makes its stock less rate-sensitive than some of its tech peers, according to Keirstead. "The tech sector tends to be reasonably rate sensitive, and so in a declining rate environment, the tech sector will be one that a lot of investors will gravitate to," he said. "I think that notion of inverse sensitivity to rates is more powerful than the impact of rates on Microsoft's cash balance."

Persons: Karl Keirstead, Keirstead Organizations: Microsoft, UBS, Cloud, Nvidia, company's Locations: U.S, United States, California

Ofcom said it had identified features that made it more difficult for UK businesses to use multiple cloud suppliers. Amazon Web Services (AWS) and Microsoft had a combined 70-80% share of Britain's public cloud infrastructure services market in 2022, Ofcom said. Microsoft said it was committed to ensuring the UK cloud industry remained innovative and highly competitive. UK businesses told Ofcom they were concerned it was too difficult to switch or mix and match cloud providers. Google vice president Amit Zavery said Ofcom's referral demonstrated the need to create an open cloud market with no vendor lock-in.

Persons: Dado Ruvic, Ofcom, Fergal Farragher, Amit Zavery, Yadarisa, Paul Sandle, Lincoln, Susan Fenton, Mark Potter, Jan Harvey Organizations: REUTERS, CMA, Ofcom, Microsoft, Amazon Web Services, Google, Markets, AWS, Reuters, Thomson Locations: Bengaluru, London

LONDON (AP) — Concerns from regulators about the dominance of Amazon and Microsoft in Britain’s cloud computing market have triggered a investigation into the competitiveness of the key industry. The U.K. communications regulator Ofcom said Thursday that its yearlong study of the cloud communications services market found features that could limit competition. Cloud computing uses data centers around the world to store photos and emails or run software. Ofcom asked the U.K. antitrust watchdog, the Competition and Markets Authority, to take a closer look at the 7.5 billion-pound ($9 billion) cloud market. “We are committed to ensuring the UK cloud industry remains innovative, highly competitive and an accelerator for growth across the economy," Microsoft said in a statement.

Persons: ”, Fergal Farragher Organizations: Microsoft, Ofcom, Markets Authority, “, CMA, Amazon, Google, Web Services

[1/2] 3D printed clouds and figurines are seen in front of the Microsoft Azure cloud service logo in this illustration taken February 8, 2022. REUTERS/Dado Ruvic/Illustration Acquire Licensing RightsLONDON, Oct 3 (Reuters) - British media regulator Ofcom will this week push for an antitrust investigation into Amazon (AMZN.O) and Microsoft's (MSFT.O) dominance of the UK's cloud computing market, according to two sources familiar with the matter. Between them, Amazon and Microsoft enjoy a combined market share of 60-70%. Ofcom warned the current state of Britain's cloud computing market made it difficult for some existing customers to bargain for a good deal with their provider. Amazon, Microsoft, the CMA, and Ofcom did not immediately respond to requests for comment.

Persons: Dado Ruvic, Martin Coulter, Foo Yun Chee, Matthew Scuffham Organizations: Microsoft, REUTERS, Ofcom, Google, CMA, Thomson Locations: British

[1/2] 3D printed clouds and figurines are seen in front of the Microsoft Azure cloud service logo in this illustration taken February 8, 2022. REUTERS/Dado Ruvic/Illustration Acquire Licensing RightsLONDON, Oct 3 (Reuters) - British media regulator Ofcom will this week push for an antitrust investigation into Amazon (AMZN.O) and Microsoft's (MSFT.O) dominance of the UK's cloud computing market, according to two sources familiar with the matter. Between them, Amazon and Microsoft enjoy a combined market share of 60-70% of Britain's cloud computing industry. Ofcom warned the current state of Britain's cloud computing market made it difficult for some existing customers to bargain for a good deal with their provider. Both Amazon and Microsoft previously said they would continue working with Ofcom ahead of the publication of its final report.

Persons: Dado Ruvic, Martin Coulter, Foo Yun Chee, Matthew Scuffham, Susan Fenton Organizations: Microsoft, REUTERS, Ofcom, Google, CMA, Thomson Locations: British, EU, U.S, China

☆ Microsoft is planning to use nuclear energy to power its AI data centers, according to a job posting
▼ + stars: | 2023-09-26 | by ( Tom Carter | ) www.businessinsider.com time to read: +2 min

Microsoft is hiring a project manager for nuclear technology as it looks to power its AI data centres with nuclear energy. AdvertisementAdvertisementMicrosoft is exploring plans to use nuclear energy to power its AI data centres as it grapples with the huge amount of energy needed to run models like ChatGPT. The company is hiring a "principal program manager for nuclear technology" to assess how nuclear energy could be used to power the data centres hosting AI models, according to a job listing posted on Thursday. The job listing suggests that Microsoft sees nuclear energy as the way to meet this spiraling energy demand. Microsoft recently pledged to accelerate efforts to power data centers with renewable energy and reduce emissions, and plans to make its business carbon negative, water positive, and zero waste by 2030.

Persons: — Organizations: Microsoft, Service, CNBC, Reactors, OpenAI

☆ Microsoft is hiring a nuclear energy expert to help power its AI and cloud data centers
▼ + stars: | 2023-09-25 | by ( Catherine Clifford | In Catclifford | ) www.cnbc.com time to read: +3 min

Artificial intelligence takes a lot of compute power, and Microsoft is putting together a road map for powering that computation with small nuclear reactors. However, Microsoft has publicly committed to pursuing nuclear energy from an innovator in the fusion space. In May, Microsoft announced it signed a power purchase agreement with Helion, a nuclear fusion startup, to buy electricity from it in 2028. Interest in nuclear energy has increased alongside concerns about climate change in recent years, as nuclear reactors generate electricity without releasing virtually any carbon dioxide emissions. Nuclear energy also makes up 47% of America's carbon-free electricity in 2022, according to the U.S. Department of Energy.

Persons: Satya Nadella, ChatGPT, Bill Gates, Microsoft's, Sam Altman, they're Organizations: Microsoft, Modular Reactor, CNBC, Helion, U.S . Energy Information Administration, U.S . Department of Energy Locations: Redmond , Washington, OpenAI, Helion, U.S

☆ Wall Street analyst sees 3 companies as the next $3 trillion stocks due to AI. Here's our take
▼ + stars: | 2023-09-07 | by ( Paulina Likos | ) www.cnbc.com time to read: +6 min

Needham's Laura Martin sees Club names Amazon (AMZN), Alphabet (GOOGL) and Microsoft (MSFT) as "front-runners" in the race of tech firms competing in generative AI. While positive on Apple, Martin thinks it will be "dwarfed by generative AI" firms. "High-quality data that is most relevant will allow generative AI to create the best new content and products and or save costs faster through better online customer service," Needham wrote. MSFT YTD mountain Microsoft YTD performance In the coming quarters, Microsoft will increase capital expenditures to invest in Microsoft Cloud growth and demand for AI services. 2 AI stock in the portfolio, followed by Nvidia), and would consider adding to the Club's MSFT position on a pullback as indicated by the Club's 1 rating .

Persons: Laura Martin, Martin, AAPL, Jim Cramer, Jim, Apple, Tim Cook, Needham, Baird, Morgan Stanley, Jim Cramer's, Doce Organizations: Microsoft, Apple, Nasdaq, Big Tech, Nvidia, Broadcom, Oracle, Google, YouTube, Services, Amazon, CNBC, Mobile World Congress Locations: Needham, Barcelona, Spain

☆ Big Tech profits are set to surge in the second half: How our 6 stocks stack up
▼ + stars: | 2023-08-29 | by ( Paulina Likos | ) www.cnbc.com time to read: +9 min

Collectively, these six long-term holdings are expected to boost profits by 87% in the second half, up from 27% in the first half, according to estimates from FactSet. Nvidia 1st half earnings growth: 103% 2nd half expected earnings growth: 371% Investor excitement in Nvidia, already high, was lifted even further by the company's recently reported fiscal second quarter , which blew expectations out of the park. Amazon 1st half earnings growth: 266% 2nd half expected earnings growth: 297% The company's second quarter North America segment posted an operating margin of 3.9%, impressing investors like us with a 620-basis-point improvement over the last five quarters. That's why earnings growth for the second half of 2023 looks lighter than the recently reported fiscal fourth quarter of 2023 . Apple 1st half earnings growth: 2% 2nd half expected earning growth: 11% The iPhone maker had a "muted start" to the second half as consumers wait for the September release of the iPhone 15, said analysts at Loop Capital.

Persons: there's, Zev Fima, Morgan Stanley's, Wedbush, Morgan Stanley, Oppenheimer, Jim Cramer's, Jim Cramer, Jim, Jensen Huang, Walid Berrazeg Organizations: Big Tech, Nvidia, Microsoft, Apple, Investing, NVIDIA, Amazon, Meta, Facebook, Meta Connect, Management, Google, YouTube, Bank of America, Loop, CNBC, Getty Locations: FactSet, America, 2H23, Taipei

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