Jim Kramer here to share with you a sample of my take on the market from today's

CNBC Investing Club warning meeting.

I will tell you that a lot of people feel you have to focus on Powell and how he was

hawkish yesterday and therefore maybe the cuts are pushed out.

Not my focus, but the focus of a lot of people in the business.

Yeah, I'd much rather focus on the earnings last night from the mega-cap tech companies,

meta, Microsoft, and how much they are investing in AI through the rest of this year,

as well as some early thoughts around 2026.

We're talking tens of billions of dollars each.

I mean, close to 100 billion each.

Right.

So it's just significant and that has such a massive downstream impact.

There's so many other companies.

Where they're going is they're spending money on the data center,

which means they're spending money on Nvidia. Invidia a little convoluted today because of this Chinese issue, the Trojan

horse, but they're also spending a lot of money on even things like Eaton. I mean, I don't want

to lose sight of the fact of some of the winners we have that people aren't thinking about that

are data center. So let's go one by one. Let's talk about the meta quarter because it was magnificent.

You did have a really nice revenue acceleration, 21% and beat estimates by $2.7 billion.

Just a DPS up 38% year over year, a healthy beat.

CapEx, 17 billion just in this quarter you have Zuckerberg

Mark Zuckerberg the CEO outlying his vision for super intelligence what does that

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