Jim Kramer here to share a short preview of my take on the market from today's members-only

CNBC Investing Club morning meeting. Join the club for full access to the morning meeting every day

at 1020 a.m. Visit CnBC.com slash morning take to sign up today. That's one word morning take.

But that reminds me that Alphabet spend is seemingly getting more of return than Amazon

spend.

Yeah, and they're monetizing it in many different ways, right?

Whether it's through search, through the LLMs, through cloud,

affidt down a little bit today.

I want people to buy this.

Yeah, but so we saw a big Kappex number from them, big KappX number from Amazon, big KAPS number from META.

Meta got the past because their revenue guide was so extraordinary, much better than what

anyone expected.

That was the best one.

Amazon's Q1 guide, revenue midpoint, all right, maybe a little bit of a beat, but operating

income was below.

But I think just going back to Mag 7 spending, all doing more than anticipated by tens, billions, a lot.

Aggregate 100.

I think it's important to point out.

I'm going to go to Nvidia and Broadcom.

But I would say that I wish we had more brilliant broadcom versus the customers are, when you get

an Nvidia, they're being paid.

These guys are the payers.

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