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Apr 26, 2024
04/24
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ed: microsoft and google post strong results. caroline: jeff bezos and andy jassy deleting chaps amid an antitrust probe. let's check in on these markets. this is a macro picture on the day and some earnings galvanizing a drive higher. nasdaq up more than 2% then. we see the core pce that the fed so loves coming in line. we are not calling, but we are not exceeding expectations. the market is relieved and we are seeing about of good, healthy increase in certain stocks. a 10 year yield dives down onto the back of that pce number. even though we see bonds indeed rallying coming yields falling lower, the dollar still resilient against the japanese yen. will we see intervention from the boj? moving on, have a look at what it is doing against bitcoin. dollar strength against bitcoin. crypto on the downside. ed: it is all about earnings. intel is off session lows. and just a moment, ian king will give us the numbers and then we will speak to the intel ceo. microsoft and alphabet are all about cloud growth driven by ai products. microso
ed: microsoft and google post strong results. caroline: jeff bezos and andy jassy deleting chaps amid an antitrust probe. let's check in on these markets. this is a macro picture on the day and some earnings galvanizing a drive higher. nasdaq up more than 2% then. we see the core pce that the fed so loves coming in line. we are not calling, but we are not exceeding expectations. the market is relieved and we are seeing about of good, healthy increase in certain stocks. a 10 year yield dives...
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Apr 25, 2024
04/24
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microsoft and google reporting after the bell. those are pretty significant declines in the idea is we are worried on the back of meda's earnings, that all of this spend on ai infrastructure is not bringing some big boom in generative ai driven sales growth. actual software products that people use and companies make money from. this is bloomberg technology. ♪ (upbeat music) there's more to business than the business you're in. if you use data, that's the privacy business. manufacturing on demand? you're talking cloud business. got a few million hyper-connected customers? digital experience business. that was fast. that's where deloitte comes in. with the right combination of talent and technology to help advance and connect all that it takes to excel in business ... to the business i'm in. deloitte. starting a business is never easy, but starting it eight months pregnant.. that's a different story. i couldn't slow down. we were starting a business from the ground up. people were showing up left and right. and so did our busines
microsoft and google reporting after the bell. those are pretty significant declines in the idea is we are worried on the back of meda's earnings, that all of this spend on ai infrastructure is not bringing some big boom in generative ai driven sales growth. actual software products that people use and companies make money from. this is bloomberg technology. ♪ (upbeat music) there's more to business than the business you're in. if you use data, that's the privacy business. manufacturing on...
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Apr 24, 2024
04/24
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it's a different ai story to microsoft, to google. that is next week. is there a commonality between those two names and this earnings season you are focused on? dan: it is the ability to apply the ai technology being developed driving the revenue, driving the margin enhancement, creating stickiness on the platforms. we know the search market is going to be disrupted. attribution, click through. people spending time on social platforms, ai is only making it stickier. you have to like that a lot. i love what they are doing in terms of building their own technology. the company has become the open tech company. who would have thunk in the world of apple and metal -- meta that meta would double down on going open. they are building robust models with llama 3, and now with horizon they are doing it with ar nvr. we will be the open platform for developing these next-generation technologies. there is a lot to like. the one concern i have is that on a year-over-year basis they have grown so fast that the expectation from the street -- they could have a great q
it's a different ai story to microsoft, to google. that is next week. is there a commonality between those two names and this earnings season you are focused on? dan: it is the ability to apply the ai technology being developed driving the revenue, driving the margin enhancement, creating stickiness on the platforms. we know the search market is going to be disrupted. attribution, click through. people spending time on social platforms, ai is only making it stickier. you have to like that a...
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Apr 23, 2024
04/24
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i think we do need to see a lot of these larger names, microsoft, amazon, google, meta. they need to come out and show us they continue to grow at the pace they can grow and show that free cash flow growth so people can continue to rely on them for that quality growth. ed: do you get the sense, ok, this is the quarter where we look past the ai hype and start again to look at fundamentals? did you have earnings growth? how is your free cash flow? traditional boring things like that? >> i think it will be a combination of both. in terms of you have to produce those numbers come this fundamentals are going to matter, but everybody wants to look at the future and say, well, can you continue to produce those quality numbers that we have seen? so ai continues to be a tailwind. everybody wants to see production out of it. and for the continuance of that revenue and earnings growth. caroline: when you are seeing such a run-up in big tech of late come how much are you thinking about the macro, thinking about the data we got today? >> i think america always contributes to the over
i think we do need to see a lot of these larger names, microsoft, amazon, google, meta. they need to come out and show us they continue to grow at the pace they can grow and show that free cash flow growth so people can continue to rely on them for that quality growth. ed: do you get the sense, ok, this is the quarter where we look past the ai hype and start again to look at fundamentals? did you have earnings growth? how is your free cash flow? traditional boring things like that? >> i...