On this episode:

• United Parcel Service (UPS):

  • Financials: Beat on adjusted EPS and revenue, but consolidated revenue declined slightly Y/Y.

  • Key Action: Focused on profitability by strategically shedding low-margin volume, including a "planned glide down" of Amazon volume.

  • Outlook: International segment was strong; domestic performance reflects cost controls and deliberate mix management.

• Caterpillar (CAT):

  • Financials: Strong beat on revenue (up 10% Y/Y) and adjusted EPS.

  • Key Driver: Booming demand in Energy & Transportation for power generation equipment—a direct connection to the massive build-out of AI data centers.

  • Outlook: Large and growing backlog suggests sustained momentum from infrastructure demand.

• Alphabet (GOOGL):

  • Financials: Reported its first-ever $100 Billion revenue quarter, beating expectations. EPS also beat.

  • AI Engine: CEO cited a "full-stack approach to AI" as the core driver of growth across Search, Cloud, and YouTube.

  • Cloud: Google Cloud (GCP) revenue surged 34%, validating large AI investments.

  • CapEx: Expects higher Capital Expenditures (CapEx) going forward to meet AI/Cloud demand.

• Amazon (AMZN):

  • Financials: Strong beats on revenue and EPS.

  • Cloud Comeback: Amazon Web Services (AWS) growth re-accelerated to over 20%, easing investor concerns and leading to a positive stock reaction.

  • Segments: Retail was solid; Advertising remains a high-growth pillar, enhanced by AI targeting.

• Meta Platforms (META):

  • Financials: Excellent 26%+ revenue growth on strong ad performance. However, GAAP EPS missed due to a significant, one-time tax/legal charge.

  • The AI Cost: Management is aggressively increasing spending on AI infrastructure (CapEx) and hiring to build "personal superintelligence," which is weighing on near-term margins.

  • User Growth: Daily Active People (DAP) continued its strong growth trajectory.

• The AI Arms Race: The biggest theme is the massive, multi-billion dollar CapEx cycle by Google, Amazon, and Meta, driving demand for specialized infrastructure (chips, data centers, power generation).

• Cloud Competition: AWS's re-acceleration keeps the pressure on Google Cloud, making AI feature integration the primary competitive battleground.

• Operational Discipline: In a mixed economic environment, companies like UPS are prioritizing margin preservation and quality of business over volume at any cost.

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