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. First up today. That's one word morning tape.

First, let's go over the hyperscalers one by one.

The best of the night was Google, and that was because YouTube was terrific, but Google Cloud

was a standout, and Gemini, general search.

Almost every single firm that covered it raised the price targets rather dramatically.

Second best was Amazon, and that was Amazon Web Services doing well, food doing well, satellite,

very intriguing, commerce doing well.

That's, of course, Amazon Prime.

Amazon Web Services doing extremely well,

growing in 28%. I remember just three years ago was growing in 12%. So that's a monumentally large

business growing tremendously, all price targets up. Now we get to a more controversial on Microsoft.

Microsoft said that Azure, which is the cloud

business, went from 3940 from 36. A lot of people got excited about that, but it turned out

that there's a lot of aspects of Microsoft that just feel like software. In other words,

that they're not going to be able to charge as much as they used to. Thank you, Ben Reitius,

just for pointing this out to me over at, Melius. The CAPX was also a little bit

higher than consensus. Everybody raised price targets, but I have to tell you, I do not think

that you need to buy Microsoft here. And you know, we own it. And then fourth was META.

And META was disappointing, even though

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