I'm Jim Kramer and you're about to hear a sample taken directly from today's

CBC Investing Club morning meeting.

And we had great earnings, big cap X numbers that are going to trickle through the rest

of the economy, so you get a good rally.

Yeah, you know, I think it's important to you point out, Carl was interviewing me and talking about how we're the,

frankly, the growth country in the world, and that's twofold.

That's oil and gas, but it's cap equipment.

And this capital expenditure, these are big checks made out to get Blackwells in H200 from, yes,

Invidia.

Yep.

So let's talk about who's spending it.

Maybe we'll start with Microsoft first.

By the way, great notes last time.

Yep, great.

Thank you.

Clean beats across the board.

Revenue up 17% EPS up 20% beating expectations by 12 cents.

Operating margins better than expected. Well, look, I think with Microsoft,

Clean Quarter, revenue guide may be a little bit light,

though the margins were good.

And Azure, most importantly, better than expected.

Up 31%.

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