Jim Cramer's top 10 things to watch in the stock market Friday

Share

📰 source: cnbc_topnews · 💼 business

stock futures are higher friday, led by amazon after a strong quarter. this extends thursday's rally, which was powered by microsoft. it's a big reversal from wednesday when the dow had its worst day since april 2025.

amazon's earnings gave investors clarity on how ai spending will drive returns. ceo andy jassy expects cash flow to improve as data centers come online. shares are up over 10%. apple fell nearly 8% despite an earnings beat because of the unprecedented dram shortage. the company gave weaker guidance due to supply constraints. tim cook, in his final call, talked up apple intelligence and raised the device's value.

other movers: intel dropped after a hedge fund sold, linde and eaton beat with ai-driven demand, boeing's turnaround is gaining praise, roblox was downgraded and fell 22%, and tesla may sell or spin off its china business, though musk called the report fake. mastercard got price target hikes from raymond james and morgan stanley.


why it matters: amazon's ai payoff and apple's supply chain woes show divergent tech earnings, with ai spending driving winners and memory shortages hurting laggards.


source: cnbc_topnews
sentiment: +0.60 · impact: 0.60

Read more