Good morning. President Donald Trump has held a gathering this week in Makomb Province, Michigan, to celebrate the first 100 days in his post. Bi was a correspondent in the audience. The main issue was for the gathering pioneers with whom they spoke, not surprising, economy. Read the full story.
In the newsletter today, it is a decisive week for large technology. We dismantle the main details of Dead and Microsoft Profit reports – and looked at what Wall Street will watch when apple and Amazon Today’s report.
Exciting news: Technical MemorandumWeekly news message from Alistair Barr, which is launched soon. Get a scoop on what is happening in the world’s most powerful technology companies – Subscribe here!
What is on the deck
Markets: Despite the last gathering of the S&P 500, experts of predictors see Wall Street More pain in the future.
Technology: Meta, Microsoft and Google lead performance management Vapi turned.
a job: Why can you expect to see more videos produced professionally On your LinkedIn feeding.
But first, the moment of truth.
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The big story
Large technology profits
Jakub Porzycki/Nurphoto via Getty Images
It is a big week for large technology. Wednesday, Dead and Microsoft The profits are reported. Today, it is Apple and Amazon role.
Destious background: a World Trade WarThe threat waving on the horizon RecessionAnd the fall Consumer feelings. Despite these escalating challenges, this profit season may maintain a potential collection of stocks. As of writing this report, the United States follows our future Microsoft and Meta reports. Let’s release things there.
Multiple sclerosis
- Microsoft. He was Great win. The company recorded 70.1 billion dollars in revenue and one arrow profits, or the arrow profit, at a value of $ 3.46, exceeding the expectations of analysts. CEO Satia Nadella pointed to two things that led to the growth: the infrastructure of the spontaneous organization and cloud services. In an internal note seen Bi, the company’s financial manager also highlighted.A glimpse of what awaits us“The stock increased by approximately 9 % in pre -market trading.
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Dead. Another win. Its revenues of $ 42.3 billion and $ 6.43 of expectations were made. Meta shares rose about 6 % before the market. CEO Mark Zuckerberg was optimistic as it was always on the company’s artificial intelligence plans, with Meta Raise her spending estimates for this year. Meanwhile, the company’s detective laboratories have divided the company about $ 4 billion, once again. As Pranav Dixit is written from BI, recent layoffs can indicate to The beginning of the end of reality laboratories.
After that, Apple and Amazon reported its profits after the bell.
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- apple. Definitions will be a hot theme for investors such as China, the main axis of Apple manufacturing, facing a 145 % tax. Emarketer analyst is three issues related to the tariff that investors will clearly want to: “Apple’s ability to absorb, avoid or transfer potential price increases, the financial impact of definitions, and the timetable for diversifying the effective supply chain.” Another big question mark: When will the intelligent upcoming upscale promised Apple? Here is what will monitor investors.
Amazon. Wall Street is heading to the Amazon profits in the first quarter. Analysts at Jpmorgan, Bank of America and Deutsche Bank expect to fulfill or overcome predictions. However, the main focus of investors will be the guidance in the second quarter of the company-which is the quarter that is expected to have the effect of definitions. Here are what some of the largest banks say.
3 things in the markets
1. David Miller, the director of the strategy, had an improved gold, ETF, had a few months, as investors resorted to safe armed assets during fluctuation. His box has emerged, An increase of 23 % this year And 37 % over the past 12 months.
2. Investors are not out of the forest yet. The shares may have faltered in a historical sale in April, but the Pros Pros in Wall Street warns that the market can go to more pain. Share Three warning signs They see on the horizon.
3. Steve Shore was pivotal in rebuilding shares in Balasni, and was recently caught by the millennium with a salary package of $ 100 million. Here’s a look at how to choose investmentsAccording to a presentation seen by BI.
3 things in technology
1. Carrots and sticks. No more vast privileges and low accountability: companies such as Meta, Microsoft and Google are high bonuses (carrots) and sharp consequences (sticks) Performance management. It reflects a shift in the industry towards smaller and more intense workplaces.
2. Elon Musk resides in Tesla. This is according to the president of the company, Robin Dunholm, who denied that the Tesla Council had thought about replacing it Musk as an executive headIn a post on the Tesla’s X account on Wednesday.
3. Shopify Sunsets enverive enervention Application developers are not happy Policy change He said he would force them to reassess their budgets for 2026. It is a bad timing because merchants are already looking to reduce costs amid definitions.
3 things at work
1. CEOs are roasted about the effects of customs tariffs. This is what Executive managers of major companies They said about the effects of the trade war on their business – and the consumer governor. Trump’s last reprimand for Amazon means that some retailers are likely Follow up with cautionTell the retail experts BI.
2. New York Bank Melon Corp invites for a four -day office. The memo, which was sent to the employees, which was obtained by BI, said that there are “no plans” for employees to return five full days. It is the latest bank Restrain.
3. LinkedIn wants a larger segment of the Creator’s economy. The professional networks website said it is planning Launching five new offers Of the creators who are in business, including the Podcast Stephen Bartlett and fashion designer Rebecca Minkov.
In other news
What happens today
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Apple, Amazon, McDonald’s, Reddit and Airbnb Report.
Al -Ollamers team today: Dan Defrancesco, Deputy Editor and Editor, in New York (on parents ’vacation). Halham Bullock, Editor -in -Chief, London. Grace Litt, Editor, in Chicago. Amanda Yen, co -editor, in New York. Lisa Ryan, Executive Editor, in New York. Robert Skamel, technology editor, London. Ella Hopkins, co -editor, London. Elizabeth Cassolo, a colleague, in Chicago.
