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Apr 25, 2024
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microsoft is around 30% cloud growth. i'm looking for google and aws to start to share a little more data and give us more visibility . but i love that microsoft came out and said this is how much of our azure growth is tied to ai. that says the company is comfortable, the deals are growing, enterprises are spending more with them and it is ai specific. paul: let's look at intel, some disappointing sales and profit numbers, but i understand you have in speaking with the ceo. did you hear anything that reassured you? >> intel is a multi-year investment play for a lot of investors looking for that short-term win. they have to understand the new segmentation, the products and foundry is all about becoming a critical infrastructure partner to the u.s. and the west for a supply chain resiliency, national defense, global technology and economic readership. i think intel has made the commitment. in the conversations we've had and he has shared publicly is that the company -- company has hit targets. it was a problem for a long t
microsoft is around 30% cloud growth. i'm looking for google and aws to start to share a little more data and give us more visibility . but i love that microsoft came out and said this is how much of our azure growth is tied to ai. that says the company is comfortable, the deals are growing, enterprises are spending more with them and it is ai specific. paul: let's look at intel, some disappointing sales and profit numbers, but i understand you have in speaking with the ceo. did you hear...
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Apr 25, 2024
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can alphabet compete with the big boys, microsoft and aws? tom: breaking down the detail on the meta-story and investor disappointment around spending plans, setting us up for a big day of tech earnings. ai unicorns. a new generation of ai avatars. a ceo joins me for an exclusive conversation. later, eight a ceo joins me as they report revenue. we have interviews on gas and oil prices as well. stay with us. this is bloomberg. ♪ tom: welcome back to bloomberg daybreak: europe. ai unicorns and thieves yet is -- synthesia says so card -- so-called expressive avatars can react emotionally to what they are required to say resulting in more humanlike digital twins. the company saw the valuation hit $1 billion last year when it raised $90 million in funding. joining me is victor, the ceo. good morning and thanks for joining us. a major upgrade for you and the business. what are the use cases for this and what have clients said so far? it is early but what does this tell us about the ambitions of synthesia? >> what we are seeing so far, for the las
can alphabet compete with the big boys, microsoft and aws? tom: breaking down the detail on the meta-story and investor disappointment around spending plans, setting us up for a big day of tech earnings. ai unicorns. a new generation of ai avatars. a ceo joins me for an exclusive conversation. later, eight a ceo joins me as they report revenue. we have interviews on gas and oil prices as well. stay with us. this is bloomberg. ♪ tom: welcome back to bloomberg daybreak: europe. ai unicorns and...
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Apr 26, 2024
04/24
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the positive story came through for microsoft an alphabet. the fact they are able to monetize in the cloud business, the investments around ai. i want to give you a look at what's happening in terms of multiples and the valuation story. we know this is been a concern and investors are wringing their hands. look at tesla. it's at a challenging year. elon musk was able to sway those concerns and the earnings call. you are still down double digits for tesla and this is the 12 month blended pe, 59 times for tesla, despite the challenges it faces in the chinese market. all of that playing into the mix. meta-is looking cheap. they had a challenging earning story in terms of the outlook. 20 times versus 59 times. that tells you a lot about how things are shaping up. let's have a look at the biggest story. i want to give you context in terms of softness. the japanese yen is down 40%. 40% versus the u.s. dollar. the bank of japan coming through with what bloomberg economic says was a dovish hole. that story continues to be in focus. more analysis on t
the positive story came through for microsoft an alphabet. the fact they are able to monetize in the cloud business, the investments around ai. i want to give you a look at what's happening in terms of multiples and the valuation story. we know this is been a concern and investors are wringing their hands. look at tesla. it's at a challenging year. elon musk was able to sway those concerns and the earnings call. you are still down double digits for tesla and this is the 12 month blended pe, 59...
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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 23, 2024
04/24
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>> they remain a pioneer in cloud at microsoft. they continue to see tremendous value from what aws offers. they are innovating and generative at the chip level by offering a variety of models and services. we see improving growth as the year progresses. there is still customer optimization of workloads going on but when we think about the growth drivers underneath amazon web services, they continue to broaden and i think the perception around the durability of this platform will continue to improve later this year into 2025. we continue to like the name there. sonali: there is a lot of optimism and is not just from you, market has shown they are ready to get back in and investors are starting to nip at a lot of these stocks today even before they are reporting earnings. how do you feel about perhaps places that are a little overbought? are there any areas you wouldn't it into yet? >> we are watching a lot how these companies navigate the crosscurrents in the near term. we talked about amazon and we will see how microsoft does late
>> they remain a pioneer in cloud at microsoft. they continue to see tremendous value from what aws offers. they are innovating and generative at the chip level by offering a variety of models and services. we see improving growth as the year progresses. there is still customer optimization of workloads going on but when we think about the growth drivers underneath amazon web services, they continue to broaden and i think the perception around the durability of this platform will continue...
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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 26, 2024
04/24
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alphabet microsoft deliver
alphabet microsoft deliver
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Apr 25, 2024
04/24
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below in yellow and green, microsoft and google. microsoft up about 5% and google up about 11%. tesla is coming off of its bottom after a little bit of hope around the cheap ev. my point is meta's price to perfection, coming back to earth but what's ahead for microsoft and google because that result or meta, really weighing on both of these shares. microsoft is having its worst day since i believe october, 2022. more than a year depending so the key for microsoft will be where earnings and revenue come in. analysts are modeling mid teens growth which is pretty solid. the bigger deal could be azure will it come in at 28%? the ai copilot, what will that revenue spend look like. some analysts say it will be talked down in one analyst says for microsoft, it's about surviving and advancing. that may be the case for alphabet. google has an unusual circumstance relative to some of these other big tech companies. solid revenue growth over the last few quarters but into this first quarter of 2024, down 5.3% and that's not expected to end. the june quarter is expected to be down about 3%
below in yellow and green, microsoft and google. microsoft up about 5% and google up about 11%. tesla is coming off of its bottom after a little bit of hope around the cheap ev. my point is meta's price to perfection, coming back to earth but what's ahead for microsoft and google because that result or meta, really weighing on both of these shares. microsoft is having its worst day since i believe october, 2022. more than a year depending so the key for microsoft will be where earnings and...
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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 26, 2024
04/24
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azure the cloud product for microsoft of 32%. ai creating demand. intel, down 11.3%, the worst day since april 2020. they aren't able to get in on the ai craze like some other companies. certainly not nvidia. the outlook is disappointing and that company is down sharply. katie: let's look at the tech 100 fund. we were talking about funds that provide access for retail traders to get to some of those private tech companies. look at what it is doing now. it is down over 20% today. the stock is trading near $18 per share. it was just below $100 earlier this month. we have the yen that got weaker, 157 against the u.s. dollar. we heard from the bank of japan that they kept their rates unchanged.as a result you can see the yen flirting with 30 plus year lows against the dollar. we will follow that a speculation about intervention heats up. fillin up the seats and the coffers at carnegie hall. our interview with the carnegie hall executive and artistic director. that is next. this is bloomberg. ♪ (traffic noises) (♪♪) the road to opportunity. is ofte
azure the cloud product for microsoft of 32%. ai creating demand. intel, down 11.3%, the worst day since april 2020. they aren't able to get in on the ai craze like some other companies. certainly not nvidia. the outlook is disappointing and that company is down sharply. katie: let's look at the tech 100 fund. we were talking about funds that provide access for retail traders to get to some of those private tech companies. look at what it is doing now. it is down over 20% today. the stock is...
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Apr 22, 2024
04/24
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thursday, google and microsoft. lisa: it's going to be interesting to see whether even a beat is a disappointment to market because so far that has been the tone. we've gotten the biggest selloff going back to late 2022. have we already priced out that potential disappointment set out for a positive upside surprise, or is this a pivot point at a time and a lot of uncertainty? jonathan: let's talk about tesla. downline 2.4% this morning. more than 40% year-to-date and we start this week with another round of price cuts. annmarie: a string of bad news is coming to tesla and some -- tomorrow they are supposed report first revenue decline in four years. a challenging earnings call for elon musk. not just the cuts. across the board, china, europe and the u.s., but also the job cuts. the fact that they are trying to basically pin the future on this robotaxi that remains a ton of questions. lisa: i keep thinking to myself is this really a situation of a car company that is trying to mask itself as something else, and our p
thursday, google and microsoft. lisa: it's going to be interesting to see whether even a beat is a disappointment to market because so far that has been the tone. we've gotten the biggest selloff going back to late 2022. have we already priced out that potential disappointment set out for a positive upside surprise, or is this a pivot point at a time and a lot of uncertainty? jonathan: let's talk about tesla. downline 2.4% this morning. more than 40% year-to-date and we start this week with...
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Apr 25, 2024
04/24
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i'm looking forward to microsoft in alphabet. they are expecting to have updates on their ai efforts. maybe it is just for ai when you don't have these reality labs and metaverse, if that is set aside and it's just ai, how much would the stock be up? lisa: i feel bad for mark zuckerberg, he doesn't have the same call to personality that elon musk has. jonathan: he's cultivating. lisa: i'm wondering if he had -- he's gotten jack. at what point can he say something and people get excited about it the same way elon musk does? annmarie: fourth richest person in the world. jonathan: and lisa feel sorry for him. annmarie: i have the tiniest violin for mark zuckerberg. jonathan: let's talk about the data in an hour. u.s. first-quarter gdp data is due in 60 minutes. the bloomberg survey calling for a 2.5 percent rise over the previous quarter. we are looking at jobless claims and personal consumption data going into the next week. we will have pca, i federal reserve decision and we will be talking about payrolls next friday. if it took a
i'm looking forward to microsoft in alphabet. they are expecting to have updates on their ai efforts. maybe it is just for ai when you don't have these reality labs and metaverse, if that is set aside and it's just ai, how much would the stock be up? lisa: i feel bad for mark zuckerberg, he doesn't have the same call to personality that elon musk has. jonathan: he's cultivating. lisa: i'm wondering if he had -- he's gotten jack. at what point can he say something and people get excited about it...
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Apr 26, 2024
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they have some names like microsoft that they will make chips for. it is a backlog because it is not yet real. these are technologies on the production side that come into force next year. and every quarter is a similar story. like many ceos, the message from pat gelsinger is trust me and bear with me, it is coming. sonali: we will bear with you, we hope you're bearing with everyone else. that is ed ludlow. very busy week for that man. more tech earnings next week, as well. coming up on today's wall street beat. we go to the mining industry. elliott boosted stake in anglo american after they dropped a takeover bid. we will talk about that. this is bloomberg. ♪ everis spent on golf? life nah. sinking putts? the only thing sinking is my savings... there's the kid's braces and my parents to care for. i'm gonna caddy forever. with empower, i get all my financial questions answered, so i don't have to worry. empower. what's next. sonali basak this is "bloomberg markets." i'm sonali basak. it is time for the wall street beat. we're looking at blackstone.
they have some names like microsoft that they will make chips for. it is a backlog because it is not yet real. these are technologies on the production side that come into force next year. and every quarter is a similar story. like many ceos, the message from pat gelsinger is trust me and bear with me, it is coming. sonali: we will bear with you, we hope you're bearing with everyone else. that is ed ludlow. very busy week for that man. more tech earnings next week, as well. coming up on today's...
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Apr 26, 2024
04/24
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microsoft and google both performing pretty strongly. we've got s&p futures better to the tune of .75%. we saw nasdaq triple q etf that tracks the big tech names in positive territory. the yuan there against the greenback at the moment. we've got other futures looking to be in somewhat mixed territory. let's take a look at how some of these japanese assets are trading at the moment as well. also off the back of those impressive tech earnings from the u.s. the broader nikkei looking kind of flat at the moment. the yen very much in focus. not a lot of change. 155.61. but to give you some context on what we saw today, we got a real shocker. tokyo cpi for the month of april, that came in at 1.8% for the month. that was a big under shoot on the 2.5% we were expecting. that could potentially have implications for what we see with inflation nationwide in japan and the boj is holding its meeting today, or wrapping up its meeting today. the press conference from the governor will be really closely watched. we are not expecting any policy change,
microsoft and google both performing pretty strongly. we've got s&p futures better to the tune of .75%. we saw nasdaq triple q etf that tracks the big tech names in positive territory. the yuan there against the greenback at the moment. we've got other futures looking to be in somewhat mixed territory. let's take a look at how some of these japanese assets are trading at the moment as well. also off the back of those impressive tech earnings from the u.s. the broader nikkei looking kind of...
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Apr 24, 2024
04/24
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microsoft is trying to develop that. it is still early days, but if they can do that, they will be usually successful. jonathan: yesterday we heard from tesla. we will hear from others. here is tomorrow morning. we will speak to bob and catch up with the cfo. looking forward to all of that. pushing ahead to a federal reserve decision about a week away. 34 minutes away, equity futures holding on to positive territory. coming off the back of gains in the biggest going back to months. lisa is working the late shift this afternoon. yields up five basis points. live from new york city, this is bloomberg surveillance. ♪ when i was your age, we never had anything like this. what? wifi? wifi that works all over the house, even the basement. the basement. so i can finally throw that party... and invite shannon barnes. dream do come true. xfinity gives you reliable wifi with wall-to-wall coverage on all your devices, even when everyone is online. maybe we'll even get married one day. i wonder what i will be doing? probably still
microsoft is trying to develop that. it is still early days, but if they can do that, they will be usually successful. jonathan: yesterday we heard from tesla. we will hear from others. here is tomorrow morning. we will speak to bob and catch up with the cfo. looking forward to all of that. pushing ahead to a federal reserve decision about a week away. 34 minutes away, equity futures holding on to positive territory. coming off the back of gains in the biggest going back to months. lisa is...
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Apr 21, 2024
04/24
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big tech, tesla, microsoft, meta, alphabet will kick off earnings. investigators -- investors will look for ai to rebound and slumping u.s. stocks, not a great week for the s&p. meta is expected to show strong revenue growth and almost double net earnings from a year ago. tesla fell for the first time since 2020 after its largest delivery drop on record. a busy earnings week in asia, led by sk hynix. the south korean company will probably beat consensus on operating profit thanks to a dominating market share in high-bandwidth memory chips. bank of japan has a policy decision in focus and it is expected to keep rates on hold after delivering the historic hike last month. bank of indonesia might deliver a hike wednesday to put a floor under the rupiah. we will be watching chinese commercial banks probably keep their loan prime rates unchanged following the pboc's hold this month. in the u.s., economists think gdp growth may have slowed in the first quarter. the feds inflation gauge sit -- stayed elevated. ahead of the release of u.s. data, fed official
big tech, tesla, microsoft, meta, alphabet will kick off earnings. investigators -- investors will look for ai to rebound and slumping u.s. stocks, not a great week for the s&p. meta is expected to show strong revenue growth and almost double net earnings from a year ago. tesla fell for the first time since 2020 after its largest delivery drop on record. a busy earnings week in asia, led by sk hynix. the south korean company will probably beat consensus on operating profit thanks to 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...
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Apr 24, 2024
04/24
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tomorrow, microsoft and google, down. alphabet, i should say. down. we will be watching these reports for growth on stimulus and in the economy with the ai factor. sonali: a lot of signals to pay attention to. thank you. we discuss it now with christina uber. a chief market strategist. what are the signals telling you? christina: relatively good. we have seen some anomalies but that speaks to customer basis. we had one customer service company sharing that they saw consumer weakness. for the most part, a good earnings season. enthusiasm about tech. i think we will continue to see some relatively good earnings reports. sonali: every other day the market is looking for direction. knowing what we know about data and where equities are heading, how do you start to perhaps change the way you are approaching the market? kristina: we have to think of this as a unique and short-term phase. it's a holding period where we are waiting for signs around what fed policy will be like this year. having said that, most investors have a longer time horizon. it is impor
tomorrow, microsoft and google, down. alphabet, i should say. down. we will be watching these reports for growth on stimulus and in the economy with the ai factor. sonali: a lot of signals to pay attention to. thank you. we discuss it now with christina uber. a chief market strategist. what are the signals telling you? christina: relatively good. we have seen some anomalies but that speaks to customer basis. we had one customer service company sharing that they saw consumer weakness. for the...