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remember, google, remember chatgpt is built on something that google released seven or eight years ago. so we think google is the leader in a.i., but they don't have direct to consumer products that people can tinker with and people can play with and get confidence i feel like they are in a black box of sentiment and stock will stay weak until we see evidence to the contrary. i agree with stock regulation. we don't expect that to happen any time soon. google is -- needs to play offensive and i feel they're just falling behind the pr campaign. >> before we move on from this, the timing now, where there are competitive suggestions people might look at other search options and regulatory threats that could push them in that direction by breaking up preexisting deals, that's its core business. by the way, the trends show people are not moving to bing at all. there's no loss. these are competitive threats. how seriously do you take them >> i think less so from a samsung standpoint what if apple rethinks what they do on safari that's a payment from google to apple every year samsung is proba
remember, google, remember chatgpt is built on something that google released seven or eight years ago. so we think google is the leader in a.i., but they don't have direct to consumer products that people can tinker with and people can play with and get confidence i feel like they are in a black box of sentiment and stock will stay weak until we see evidence to the contrary. i agree with stock regulation. we don't expect that to happen any time soon. google is -- needs to play offensive and i...
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Apr 25, 2023
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not unlike what you're seeing with google. the difference here is, here's a stock that's trading 28 times next year's numbers. i think they are being rewarded already for it we've seen before, the conference call, weird things happen this is a good quarter and margins hung in. you have to respect what they're doing. and i think it shows that mi microsoft is just beating their competitors a bit. but it is an expensive stock >> as they have. and this honeymoon for microsoft has gone on so much longer than people gave them credit for. they are the only ones with real products in the till, you know, in terms of churning something out where ai can actually -- office 365, bing search, whatever, but they will be monetizing ai before other people having said that, at 290, you are up at the ai high. you should not be chasing this especially when, as much as those azure numbers, and that's why the stock is spiking, i think that's a relief. 27%, remember, azure revenues have gone from about 30 billion to they'll be close to 60 billion by
not unlike what you're seeing with google. the difference here is, here's a stock that's trading 28 times next year's numbers. i think they are being rewarded already for it we've seen before, the conference call, weird things happen this is a good quarter and margins hung in. you have to respect what they're doing. and i think it shows that mi microsoft is just beating their competitors a bit. but it is an expensive stock >> as they have. and this honeymoon for microsoft has gone on so...
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Apr 17, 2023
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bot integrated into google search. here's how the deals work, mel google shares search ad revenue with companies if they make google the default search engine and it's a lucrative business, too. apple reportedly gets about $20 billion a year from google, making up a big chunk of its services business. samsu samsung gets to be a few billion a year the notion there's a better alternative out there gives more leverage to companies like s samsung and apple to negotiate better terms or google risks losing position to microsoft that means more upside for the platforms and more costs for google it's still early google has said it plans to integrate bard into google search and if it can pull that off, it may be able to stave off its dominance in search. >> steve, you used the word scramble is that your word or is that a word from "the new york times" it reminds me of when they were scrambling to get bard and launch that. >> it's the same scramble. it reminded me of whatwe heard several months ago when everyone was talking abou
bot integrated into google search. here's how the deals work, mel google shares search ad revenue with companies if they make google the default search engine and it's a lucrative business, too. apple reportedly gets about $20 billion a year from google, making up a big chunk of its services business. samsu samsung gets to be a few billion a year the notion there's a better alternative out there gives more leverage to companies like s samsung and apple to negotiate better terms or google risks...
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Apr 17, 2023
04/23
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out for a bing and that was enough to create panic inside of google because google has spent billions and billions over the years and spends it each year to have this insurmountable moat,this moat that gives them 90% of the search market. they pay samsung, they pay apple for that privilege to be the default search engine. so we get back to this narrative, google versus microsoft, chatgpt versus baird and could microsoft be disrupting one of the best business models the world has ever seen and that's why alphabet stock was down more than 4%. >> is it here in the u.s. or in europe where regulators are looking at the search business and that's why this timing is so ironic maybe it's because of the regulatory probe, but if the parties are all -- and apple, of course, and safari is the primary one. so whether or not they entered into these contracts because they were mutually beneficial in the past, maybe now there is a somewhat viable, and the irony, and we know that the bing data that they haven't been gaining share. people would try it out and then they go back to google and -- i don't
out for a bing and that was enough to create panic inside of google because google has spent billions and billions over the years and spends it each year to have this insurmountable moat,this moat that gives them 90% of the search market. they pay samsung, they pay apple for that privilege to be the default search engine. so we get back to this narrative, google versus microsoft, chatgpt versus baird and could microsoft be disrupting one of the best business models the world has ever seen and...
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Apr 26, 2023
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they lost to google, they lost to yahoo! even, and they lost to facebook and so, here we are, approaching this event horizon that is ai and google has all of the aial innocent the world, hey, they've just restructured the ai division, so, it's part of their core team, and they are not stru structurally set up to benefit from it and it's reflecting in the results today, but i think over the coming months and years, it's actually going to become more profound they have a lot to lose in core search, and they haven't really figured out how to respond to large models that are going to change that business product >> so, in my notes, it has you you believe there are other ways to play ai, you name tesla, caterpillar, and deere and so i'm wondering why you think these, you know, you might not necessarily think about caterpillar and deere immediately when you think about ai, but why would you say that these are other ways -- are they better ways to play than a microsoft and google it doesn't seem like you can say that caterpillar an
they lost to google, they lost to yahoo! even, and they lost to facebook and so, here we are, approaching this event horizon that is ai and google has all of the aial innocent the world, hey, they've just restructured the ai division, so, it's part of their core team, and they are not stru structurally set up to benefit from it and it's reflecting in the results today, but i think over the coming months and years, it's actually going to become more profound they have a lot to lose in core...
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Apr 25, 2023
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google wallet, also. i don't see how these guys win >> and that goes back to deutsche bank's point about potentially losing share >>> coming up u.p.s. is under pressure our frank holland speaking with the company ceo. the headlines and the trade up next on "halftime. we'll be right back. >> announcer: grade my trade send us your latest stock move and the investment committee will debate it and grade it. (cecily) you're looking pleased with yourself. (seth) not to brag, but i just switched to verizon. (cecily) so you got an awesome network... (seth) and when i switched, i got to choose the phone i wanted. for free. not bragging. (cecily) you're bragging. (neighbor) oh, he's bragging. (seth) who, me? never. oh, excuse me. hello, your royal highness, sir... (cecily) okay, that's a brag. (seth) hey, mom. i gotta call you back. (vo) switch and choose the phone you want, like the incredible iphone 14, on us. (cecily) on the network worth bragging about. (vo) verizon what do you see on the horizon? uncertainty?
google wallet, also. i don't see how these guys win >> and that goes back to deutsche bank's point about potentially losing share >>> coming up u.p.s. is under pressure our frank holland speaking with the company ceo. the headlines and the trade up next on "halftime. we'll be right back. >> announcer: grade my trade send us your latest stock move and the investment committee will debate it and grade it. (cecily) you're looking pleased with yourself. (seth) not to brag,...
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Apr 20, 2023
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people were like this is interesting, but we still really like google. if we end up interacting with computers this way, malcolm is making a great point you can't put ads next to a chatbot conversation in the same way you could in a search. chatbot wants to tell you the answer and it takes the magic out of it if they say here is something that you might want to see, by the way check out the taco bell. there's a threat there. >> if not alphabet, malcolm, who are you investing into to take advantage of the ai boom >> i'm not prepared to give as direct an answer to the question you asked me, scott. i think there's a number of companies that are basically building products to make themselves an attractive acquisition target for somebody who has the capital to deploy and go after something like this because it's so expensive to run one of these large language models and have the data set necessary to return a meaningful answer there's very few companies that can participate, let alone compete in this space. i think something like a c3-ai, i don't own them, bu
people were like this is interesting, but we still really like google. if we end up interacting with computers this way, malcolm is making a great point you can't put ads next to a chatbot conversation in the same way you could in a search. chatbot wants to tell you the answer and it takes the magic out of it if they say here is something that you might want to see, by the way check out the taco bell. there's a threat there. >> if not alphabet, malcolm, who are you investing into to take...
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Apr 17, 2023
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behind the scenes, google is building an all-new search engine, and microsoft is beating google at its own game and let's go back to the beginning of the year, and it's early and it's neck and neck in terms of the share price, and look at that they are both up nearly identical, about 19% this year >> can you connect the dots how the surf engine on smart phones relates to the a.i., and our search is just going to be like a chat gtp that kind of thing >> google had an insurmountable mo mote, and they wouldn't go to www.google.com google is working slowly, and it's the core idea here and the core disruption that we would not go to google.com but bing.com because it has the jen rawtive a.i. capability. >> thank you >> all weekend, antidotes about how people are using chat -- >> they are dancing now. >> clearly >>> wall street is buzzing about love this morning. netflix,ot oth nn e receiving end. we will explain, next. lily! welcome to our third bark-ery. oh, i can tell business is going through the “woof”. but seriously we need a reliable way to help keep everyone connected from wherev
behind the scenes, google is building an all-new search engine, and microsoft is beating google at its own game and let's go back to the beginning of the year, and it's early and it's neck and neck in terms of the share price, and look at that they are both up nearly identical, about 19% this year >> can you connect the dots how the surf engine on smart phones relates to the a.i., and our search is just going to be like a chat gtp that kind of thing >> google had an insurmountable...
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Apr 26, 2023
04/23
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google cloud is not there. in certificate alone you can say there's down side risk if bing enabled by open ai will become a thing, the data does not suggest that there's any sort of imminent bing renaissance happening microsoft wants to present that as being the case. it's not quite that way. >> i think microsoft has an advantage in the buildout of the public cloud that's to their advantage. this is a thoughtful, reasonable conversation asking questions why, right doing the fundamental analysis, the market doesn't ask why, it asks what. microsoft is still 15% below its all-time high from november of 2021 it's a stock that coming into 2023 had a significant positioning under allocation to levels that we had not witnessed in the last 12 years you see the rebuilding of those positions once again, and it's an overall climate where it lends itself to doing so we've seen growth come back as a strategy and the falloff in yield. i think you have to also include the what in the conversation, the debate, along with the w
google cloud is not there. in certificate alone you can say there's down side risk if bing enabled by open ai will become a thing, the data does not suggest that there's any sort of imminent bing renaissance happening microsoft wants to present that as being the case. it's not quite that way. >> i think microsoft has an advantage in the buildout of the public cloud that's to their advantage. this is a thoughtful, reasonable conversation asking questions why, right doing the fundamental...
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Apr 11, 2023
04/23
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google. right now, it's a two-way street, you put in the search and somebody can monetize it on the other side a newspaper, nbc, whatever, can monetize it through tiadvertisi, a subscription, a doctor can monetize it because you can visit their website and decide you'll go to that doctor and that's how they monetize it. if everything is one way meaning the system is learning off of all of this information, but never sending you back to it, well, what happens to all of those effectively information providers? >> every single one of these systems is going to give you a summary and then it's going to show you what its sources were because you're not going to trust it initially the question of attribution and who gets credit is a huge issue. if you take someone's artistic work and feed it into chatgpt, and it looks the same, do you owe them money there's a sound that sounds -- a new song you think it is jay-z. they effectively sampled his voice, but not the way we listen to that. and artists woul
google. right now, it's a two-way street, you put in the search and somebody can monetize it on the other side a newspaper, nbc, whatever, can monetize it through tiadvertisi, a subscription, a doctor can monetize it because you can visit their website and decide you'll go to that doctor and that's how they monetize it. if everything is one way meaning the system is learning off of all of this information, but never sending you back to it, well, what happens to all of those effectively...
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Apr 19, 2023
04/23
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it has this giant presence even without actual google hardware and google is still, above all else, a search company having its search engine integrateded into all android devices is about protecting that moat and one of the best business models in history one, by the way, starting to show cracks in the face of microsoft and chatgpt and samsung, one of the biggest android users, was considering replacing google search with bing on its smart phones so taking all of that into consideration, a flashy new foldable phone may signal google isn't going to step back here. >> deirdre, thank you. deirdre bosa very interesting >>> still to come, wall street's buzzing about elon musk, and it's not just because of tesla reporting nitoght. that story when we come right back you founded your kayak company because you love the ocean- not spreadsheets. you need to hire. i need indeed. indeed you do. indeed instant match instantly delivers quality candidates matching your job description. visit indeed.com/hire the first time your sales reached 100k with godaddy was also the first time your profits left
it has this giant presence even without actual google hardware and google is still, above all else, a search company having its search engine integrateded into all android devices is about protecting that moat and one of the best business models in history one, by the way, starting to show cracks in the face of microsoft and chatgpt and samsung, one of the biggest android users, was considering replacing google search with bing on its smart phones so taking all of that into consideration, a...
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Apr 17, 2023
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we'll debate that and google's ceo says brace for
we'll debate that and google's ceo says brace for
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Apr 6, 2023
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value to e ebitda, google's median numbers. this is not a situation where the stock has already run up because of what's about to happen they maintain a profit margin of 53% ten quarters in a row going back to q2 2020. yes, margins are down about 3% we understand that they've lost $700 billion in market cap already and the earnings falloff is nowhere near close to the valuation falloff. apple, microsoft, google, nvidia, all up 19% year to date. alphabet selling at a forward p/e below the s&p, certainly below the other four i think there's room here. i think they're going to get ai right. i think it's going to play a significant role in how google gets its mojo back there's a lot to like here i don't know that it will reward me overnight but it's a long-term investment i'm in. >> so, weiss, you're selling meta but you do own alphabet, too. josh gave a deep dive on why he likes the stock, why he thinks the best days are above the stock. what's your thought? >> i haven't sold alphabet i sold meta. it was a trade, a momentum trade.
value to e ebitda, google's median numbers. this is not a situation where the stock has already run up because of what's about to happen they maintain a profit margin of 53% ten quarters in a row going back to q2 2020. yes, margins are down about 3% we understand that they've lost $700 billion in market cap already and the earnings falloff is nowhere near close to the valuation falloff. apple, microsoft, google, nvidia, all up 19% year to date. alphabet selling at a forward p/e below the...
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Apr 26, 2023
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why has google taken its time even though clearly they were ahead of the game to begin with? >> i think what i read into sundar pichai's statement on being responsible and deliberate and taking their time, i just read that as, oops, we got caught with our pants down here with microsoft moving so quickly. >> is it oops or is it we think that microsoft is being irresponsible? >> that was also my question if sundar pichai was sitting right here, i would ask is the implication there that microsoft is being irresponsible we know that bing ai is not perfect and we know that google's own product is not perfect. so are they waiting for perfection or is this an excuse? >> what do you think of that part of the other thing is microsoft always had -- not always -- but last 20 years has done a lot of work in washington to have a better relationship with washington. regulatory community thinks they're responsible. so maybe they have more leeway than google feels it has given its more challenged relationship with washington. >> i think it is a total excuse as a talking point google has been
why has google taken its time even though clearly they were ahead of the game to begin with? >> i think what i read into sundar pichai's statement on being responsible and deliberate and taking their time, i just read that as, oops, we got caught with our pants down here with microsoft moving so quickly. >> is it oops or is it we think that microsoft is being irresponsible? >> that was also my question if sundar pichai was sitting right here, i would ask is the implication...
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Apr 17, 2023
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is former google vp of product management rob leather it's good to have you. a lot of these leaders when talking about a.i. seem lately to be saying we're going to continue to move down the tracks a as fast as we can but we would love the government to stop us how important is it for the development of this technology and the possibility of putting up guardrails for it >> hi, david it's, obviously, a very important moment the technology is moving very rapidly. much faster than i think i've seen in my 25 plus years in working in technology and so i think it's really important. it's also more complicated, more complex set of technologies when it comes to privacy and safety implications there's lots of different ways that this, you know, content from generated a.i. will show up in lots of places. it's going to be important to have a lot of transparency and openness in discussing how we implement the right guardrails for this technology. it's really -- it has a ton of great applications as we've seen. >> right it's got potentially great applications in terms of pr
is former google vp of product management rob leather it's good to have you. a lot of these leaders when talking about a.i. seem lately to be saying we're going to continue to move down the tracks a as fast as we can but we would love the government to stop us how important is it for the development of this technology and the possibility of putting up guardrails for it >> hi, david it's, obviously, a very important moment the technology is moving very rapidly. much faster than i think...
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Apr 27, 2023
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pick. >> oh, wow >> google? >> yeah. >> gina, what do you think here and why? what's the rational? >> even though ad spending is down, google is a defensive place where people want to spend ads. they're making huge investments into continued ai and computing. this is the company that brought you google maps. this is the company that brought you google search. we think they'll continue and they'll expanding into the cloud space. that world is only getting bigger. >> diamond, i was struck during march madness that some of the women's games were some of the most highly rated things on tv out ranking all things if we wanted a stock pick about wnba's success, what do you think? give us some investment advice what's driving this interest >> oh, man, i think the product is finally getting put out for people to see. i think that exposure is really important. as we continue to have games that are being accessible to the average person -- i haven't met a person who came to the wnba game and wasn't a fan of the wnba as we
pick. >> oh, wow >> google? >> yeah. >> gina, what do you think here and why? what's the rational? >> even though ad spending is down, google is a defensive place where people want to spend ads. they're making huge investments into continued ai and computing. this is the company that brought you google maps. this is the company that brought you google search. we think they'll continue and they'll expanding into the cloud space. that world is only getting bigger....
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Apr 28, 2023
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there's a long runway for them to grow and eat into google's market share. >> how long does it take -- we had a longer duration chart that we had up. how long does it take for this stock to get back to the 160 level where it was not so long ago? >> price target is below that right now. in fair disclosure, we don't see that happening in the next six to nine months if you're in beyond that, i feel sometime in 2024 is where it starts to go there the reason why is next three to six months we don't know what happens to the cloud we feel that q2 and q3 will be around -- any outperformance will hold the stock. from a sentiment standpoint, cloud driving. >> thank you good clear answers on every question ste steve, you had good clear answers too. >> well, thank you. >>> when straight and narrow is definitely not a good thing. four names accounting for two thirds of the s&p 500's gains this yr.ea we'll discuss that and more when "power lunch" returns after this what if buildings could tell you how they could be more efficient? i'm listening. well, with ibm, you can use software to help you conn
there's a long runway for them to grow and eat into google's market share. >> how long does it take -- we had a longer duration chart that we had up. how long does it take for this stock to get back to the 160 level where it was not so long ago? >> price target is below that right now. in fair disclosure, we don't see that happening in the next six to nine months if you're in beyond that, i feel sometime in 2024 is where it starts to go there the reason why is next three to six...
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Apr 17, 2023
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google racing to build a new a.i. powered search engine the company sprung into action earlier this year after learning that samsung is considering replacing google with microsoft's bing as the default search engine on its devices. >>> and amazon under regulation pressure over warehouse working conditions amazon workers are hurt at a rate among ecommerce peers. >>> and merck is pushing to buy prometheus for $10 billion that deal is scheduled to close in the third quarter of the year. >>> and we are watching lyft the co-founder will step aside and the ceo david risher will take that job. >>> and spacex targeting a 9:00 a.m. launch for its rocket ship. >>> and apple's developer conference may not only feature a new headset, but macbook ref refresh. as apple looks to open the first retail store in india tomorrow, sales grew 50% from a year ago >>> we are gearing up for a busy week ahead once again, it is all about earnings the next couple days with 12% of the s&p and 20% of the dow reporting. that includes big banks, ban
google racing to build a new a.i. powered search engine the company sprung into action earlier this year after learning that samsung is considering replacing google with microsoft's bing as the default search engine on its devices. >>> and amazon under regulation pressure over warehouse working conditions amazon workers are hurt at a rate among ecommerce peers. >>> and merck is pushing to buy prometheus for $10 billion that deal is scheduled to close in the third quarter of...
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Apr 25, 2023
04/23
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any hints from google and alphabet, when they'll start putting it into search and google docs, they've said they're going to do it i would note their i.o. conference, a big developer conference every year, that's next month, so maybe we'll get some announcements then. i guarantee you on the call it will be when are we going to start seeing this come out in your products. >> steve, i guess we're at that stage where simply showing momentum toward having products with ai might be enough, but it's still remarkable to me that microsoft with a $2 trillion market cap and all these actual real here and now profits coming in the door every day is trading on this basis. do you think that this is just a phase, or this is going to be the driving story for these stocks for a while >> i think it comes down to search, mike, because, look, remember last week we were talking about the report in "the times" from samsung just, you know, considering even ditching google as its main searchengin and devices, that was enough to send google shares down 2% or 3% so it's this idea that maybe microsoft with its
any hints from google and alphabet, when they'll start putting it into search and google docs, they've said they're going to do it i would note their i.o. conference, a big developer conference every year, that's next month, so maybe we'll get some announcements then. i guarantee you on the call it will be when are we going to start seeing this come out in your products. >> steve, i guess we're at that stage where simply showing momentum toward having products with ai might be enough, but...
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Apr 5, 2023
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the 5udiens might remember when chant gpt was debuted the owner wanted to make google dance. the company has now published a scientific paper that seems to fire back letting envieda another giant in the space that they are dancing but they don't even need a partner. the supercomputer is faster and more efficient than comparable systems from nvidia and that matters because the chips at the compute level is what drives the products like chat gant and bard large language models are becoming so big, guys, they cannot be stored on a single chip so they have to be split across thousands of chips which then have to work together creating a supercomputer so google here is saying its inhouse chip is known as the processing unit or tpu is being used for 90% of its work on ai training and google says it can be strung together to create better generative ai the context here is that more big tech is designing their own chips like apple and its m-1 series that displaced intel and amazon's custom computing chips lowering costs for customers, and, guys, this is likely the start of the ai bat
the 5udiens might remember when chant gpt was debuted the owner wanted to make google dance. the company has now published a scientific paper that seems to fire back letting envieda another giant in the space that they are dancing but they don't even need a partner. the supercomputer is faster and more efficient than comparable systems from nvidia and that matters because the chips at the compute level is what drives the products like chat gant and bard large language models are becoming so...
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Apr 19, 2023
04/23
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google smartphone business is a mere blip in terms of market share. about 2% globally. this is less about a $1700 flip smartphone but the war over their core business. and google's operating system makes up more than 70% of global mobile operating systems, choice for basically any phone that is not an iphone. and that creates a moat around search at a time when the cracks are starting to show we talk all the time about even if it is minor right now, but the idea that bing could eventually disrupt with chatgpt. >> and i think you were talking the other day about how much money going himogle pays to be default search engine on apple phones it was huge. >> that is from the "new york times" article, we knew it was over $10 billion they estimated it at $20 billion in this current iteration. that contract by the way is allegedly up soon. so, yes, google pays that much money. that is what it is worth to the company to keep that hold. i talked about how google search is on the android phones and also the apple operating phones too. and it pay as pretty penny to have that placem
google smartphone business is a mere blip in terms of market share. about 2% globally. this is less about a $1700 flip smartphone but the war over their core business. and google's operating system makes up more than 70% of global mobile operating systems, choice for basically any phone that is not an iphone. and that creates a moat around search at a time when the cracks are starting to show we talk all the time about even if it is minor right now, but the idea that bing could eventually...
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Apr 5, 2023
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that leads us to google versus nvidia. generative ai are becoming so big they can't be stored on a single chip. they have to be split across thousands of chips which must then work together creating a supercomputer. now google has published a scientific paper saying that its supercomputer is faster and more efficient than comparable systems from nvidia. to simplify further, guys, if microsoft ceo nadella said he wanted to make it dance with cha chatgpt, you might think this is sundar pichai know they're dancing all right but they don't need a partner more of big tech is designing their own chips like apple in this case google's own in-house chip, the processing unit, is being used for 90% of its work on ai training and google says those chips can be strung together to create better generative ai. wall street is somewhat skresk skeptical, calling the stock movement today an overreaction you can see nvidia down about 3% we are unlikely, though, to see an apple/intel level break anytime soon these are still close partners, nv
that leads us to google versus nvidia. generative ai are becoming so big they can't be stored on a single chip. they have to be split across thousands of chips which must then work together creating a supercomputer. now google has published a scientific paper saying that its supercomputer is faster and more efficient than comparable systems from nvidia. to simplify further, guys, if microsoft ceo nadella said he wanted to make it dance with cha chatgpt, you might think this is sundar pichai...
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Apr 25, 2023
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google or microsoft? microsoft has handled disruption with ai better and one luxury fitness company just crushed earnings. high membership fees are one reason why but what about a looming consumer down turn, what about weight loss drugs? we'll explore that but first, let's get to dom chu. >> it's been a down day pretty much all session long. that's the difference we're seeing there's no wavering right here the s&p opened lower to start, and the highs of this session, we were still down about 11 points, down roughly 42 at the lows so near session lows right now the s&p now below the 4100 mark, off by one full percent. the dow industrials down one half of 1%, or 1830 points the nasdaq the underperformer 145 points to the downside it's not all red, though take a look at these stocks. there's at least two things they have in common -- pepsico is up 2% general mills, hershey, all up between half to 1% overall the first thing is they're all consumer staples yes, they're all green, and they also all get gold sta
google or microsoft? microsoft has handled disruption with ai better and one luxury fitness company just crushed earnings. high membership fees are one reason why but what about a looming consumer down turn, what about weight loss drugs? we'll explore that but first, let's get to dom chu. >> it's been a down day pretty much all session long. that's the difference we're seeing there's no wavering right here the s&p opened lower to start, and the highs of this session, we were still...
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Apr 17, 2023
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for every one percentage point of microsoft share market share they can take away from google in the search words -- wars that is an opportunity of revenue gain from microsoft that they take away from google. while they are busy trying to protect their flank and busy trying to keep up at least in the conversation with microsoft, all microsoft has to do is hang around of being an a nor -- annoyance. >> morgan stanley doesn't share your concerns. they do have a note out today how ai can drive up and they reiterate their overweight rating 135 is a good 25% higher from here and they talk about paid search online advertise mean and using its reach and base case they take revenue growth numbers up and they are extraordinarily optimistic despite some of the concerns that you have expressed during this interview. >> i did read that as well. i think they are wrong. if google were to lean too far into the generative ai search trend it would cannibalize too much of their business and search as their only real business and even the product they have developed are built aroundgetting you and i to
for every one percentage point of microsoft share market share they can take away from google in the search words -- wars that is an opportunity of revenue gain from microsoft that they take away from google. while they are busy trying to protect their flank and busy trying to keep up at least in the conversation with microsoft, all microsoft has to do is hang around of being an a nor -- annoyance. >> morgan stanley doesn't share your concerns. they do have a note out today how ai can...
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Apr 26, 2023
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. >>> turning to google parent alphabet, shares higher ahead of the open, after beating street estimates for the first quarter. also reporting a cloud business profit for the first time on record yesterday's top and bottom line, beat breaks a string of fourth quarter missed estimates, and big news for shareholders as well authorizing a new $70 billion share buyback plarngs frank. >> certainly something to talk about. we'll see you later on the show too. >> sounds good. >> our silvana henao, thank you very much. >>> turning to a developing story as we watch first republic after they closed down nooem 50% yesterday on an earnings report revealed that customers withdrew some $100 billion in deposits in the first quarter of this year this morning we're following that the bank is, quote, struggling in trying to come up with any solution. the bank is in touch with the white house, fed, and treasury department to discuss options, one that includes an fdic takeover, similar to what happened with silicon valley bank this morning they're at fresh record lows. >> back to the markets and a new warni
. >>> turning to google parent alphabet, shares higher ahead of the open, after beating street estimates for the first quarter. also reporting a cloud business profit for the first time on record yesterday's top and bottom line, beat breaks a string of fourth quarter missed estimates, and big news for shareholders as well authorizing a new $70 billion share buyback plarngs frank. >> certainly something to talk about. we'll see you later on the show too. >> sounds good....
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Apr 27, 2023
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meta had nice revenue growth acceleration google didn't have that. my fear would be -- i'm a bull on amazon. my fear is that amazon and aws because they have greater exposure to smbs, they could see sort of worse trends, near term. i want to be cautious on amazon. if you're a long-term investor, it's a trough market >> outperformed, but not overly excited. awa growth expected 15%. that would be the slowest year over year pace since 2015. how much lower are we going to go >> i think that's the number one issue on the stock there's two issues here. that's one we'll get this recovery in the retail business because almost all the cost inputs have dramatically improved from last year which was horrible. the third thing is is this company going to be more aggressive in terms of cutting costs. i don't think they will. aws, i think it's going to be sub that 15% the real debate is how low will it go in the june quarter? they'll probably get a little color commentary i think the market is braced for that i'm not sure why it's a positive surprise if aws -- peop
meta had nice revenue growth acceleration google didn't have that. my fear would be -- i'm a bull on amazon. my fear is that amazon and aws because they have greater exposure to smbs, they could see sort of worse trends, near term. i want to be cautious on amazon. if you're a long-term investor, it's a trough market >> outperformed, but not overly excited. awa growth expected 15%. that would be the slowest year over year pace since 2015. how much lower are we going to go >> i think...
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Apr 17, 2023
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google alphabet because there's more than search. but we don't want this once great company to be outflanked by anybody the big ad dollars advantage and huge contracts disappear, that's an existential crisis. and we don't feel like waiting around until it's solved, assuming it could be solved at all. there's always a bull market somewhere and i promise to find it for you right here at "mad money. i'm jim cramer see you tomorrow. >>> i am brian sullivan, house speaker mccarthy has a way to avoid fault. he has here, apple is launching a savings account with larger numbers ahead. german giving nuclear power. many want california to be next. governor rhonda santos with rl
google alphabet because there's more than search. but we don't want this once great company to be outflanked by anybody the big ad dollars advantage and huge contracts disappear, that's an existential crisis. and we don't feel like waiting around until it's solved, assuming it could be solved at all. there's always a bull market somewhere and i promise to find it for you right here at "mad money. i'm jim cramer see you tomorrow. >>> i am brian sullivan, house speaker mccarthy has...
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Apr 5, 2023
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google has got to get more realistic. they are a fantastic company with great advertising youtube didn't fare as well on that survey as i thought the cost-cutting should really have to do with employees. that's where you save your -- >> so, you think they're -- >> they're just overstaffed. >> low on ideas of how to cut costs? you know ruth is -- >> i think she's fabulous. and i love the way that they're handling chat. they're handling artificial intelligence when it comes to -- they've come up with the attitude of doing well i think that search is just on fire it's a great way the advertising business is good but when you get the memos, they remind me of these memos on wall street where we have to save paper clips to make money. and that's not how you -- in the modern day, silicon valley, you would say, you go through six interviews to get a google job, and so what happens is they can't fire you after they spend six months going over you, so they have a problem that is actually something that doesn't seem to -- remember t
google has got to get more realistic. they are a fantastic company with great advertising youtube didn't fare as well on that survey as i thought the cost-cutting should really have to do with employees. that's where you save your -- >> so, you think they're -- >> they're just overstaffed. >> low on ideas of how to cut costs? you know ruth is -- >> i think she's fabulous. and i love the way that they're handling chat. they're handling artificial intelligence when it...
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Apr 20, 2023
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. >>> google making some changes to better position itself in a.i. jennifer elias has the details >> reporter: >> that's right n the last hour, google ceo sent out a company width e-mail describing a number of changes that will position the company to compete in a.i. as this time where competitors like microsoft are increasing, you know, what users can expect going forward in its potentially threatening google search engine today's announcement they're merging two separate groups together, that's deep mine company google bought in 2014 mostly has been separate as well as google research which has been internal, bringing the two together historically have had reported tensions as they try to remain independent is going to be interesting and it's the latest reorganization we've reported that will hopefully the company hopes will positioned itself to compete as a.i. accelerates at a breakneck speed. >> jennifer, thank you >>> let's get to contessa brewer now. >>> democrats on the senate judiciary committee are moving to advance judicial nominees even as
. >>> google making some changes to better position itself in a.i. jennifer elias has the details >> reporter: >> that's right n the last hour, google ceo sent out a company width e-mail describing a number of changes that will position the company to compete in a.i. as this time where competitors like microsoft are increasing, you know, what users can expect going forward in its potentially threatening google search engine today's announcement they're merging two separate...
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Apr 25, 2023
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particularly microsoft with chatgpt and google and alphabet with bard. how do they monetize that? what value add is that to the business any signs of management for the improving macroeconomics situation for advertising. expectations are low going into the report there is a risk if the companies miss on the key metrics and this could be bad news for stocks going forward. dom. >> arjun with the preview of microsoft and alphabet one reason we focus on the names is the weight of the s&p and nasdaq big tech has been responsible for much of the index 8% gain for the s&p so far this year overall, mega cap technology and alphabet in that category, microsoft and apple and more have market dominance. 22% of the overall the other 496 companies make up the balance of the vau lue. those stocks are key joining me is scott kessler. scott, we heard arjun's metrics to watch what is key for you with microsoft and alphabet >> thank you, dom. a couple of things come to mind and arjun hit on some of these first is the top line. i think people are not expecting much, but we are going to see where clou
particularly microsoft with chatgpt and google and alphabet with bard. how do they monetize that? what value add is that to the business any signs of management for the improving macroeconomics situation for advertising. expectations are low going into the report there is a risk if the companies miss on the key metrics and this could be bad news for stocks going forward. dom. >> arjun with the preview of microsoft and alphabet one reason we focus on the names is the weight of the s&p...
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Apr 21, 2023
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i don't think anybody saw google patents comes. that's great now we know why it's so literal, but wikipedia is a problematic resource and this is one of the primary ones that informs these responses. i think it still has my birth place wrong. >> you can edit that. >> in the past it didn't matter. we know if it comes from wikipedia -- >> take it with a grain of salt. >> right now we don't know if it comes from weikipedia or "the new yor times. the veracity of wikipedia becomes a huge problem. >> yes the data set that we analyzed was 50 million websites from this nonprofit called common crawl which is used by a ton of the ai companies this is -- you know, when people hear common crawl, they think it is representative of the entire internet, right? oftentimes we hear, okay, it reflects the wisdom of the internet or all of humanities' knowledge. it is not. it's a snapshot of the internet at a moment in time. this was taken from 2019 and tech companies are still using this data set. facebook, this new model called red pajamas is using c
i don't think anybody saw google patents comes. that's great now we know why it's so literal, but wikipedia is a problematic resource and this is one of the primary ones that informs these responses. i think it still has my birth place wrong. >> you can edit that. >> in the past it didn't matter. we know if it comes from wikipedia -- >> take it with a grain of salt. >> right now we don't know if it comes from weikipedia or "the new yor times. the veracity of...
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Apr 6, 2023
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google makes sense in terms of how it dropped and to come back on the back of the ai noise we saw a few weeks ago. so, i'll sort of extract that. but so many of the lives, all it is is just multiple expansion in an arena where we should be seeing the opposite, because earnings are going to deteriorate. >> part of what has change for these stocks, may not be the business dynamic, may not be they are getting more orders or what not, but that people are looking for more defensive names, they want cash on the balance sheet, they want somebody who doesn't need to tap callal for the market. >> right until, though, mel, until there's a demand issue until you start seeing demand decelerate and you start seeing, leek like, just weaker revenue. i don't want to put too fine a point on this, tesla, they reported deliveries, you know, over the weekend, that were up 4% quarter over quarter that included two price cuts, you know what i'm saying we know that's going to come with lower margins to guy's point, you have apple trading 27 times for low single digits earnings and sales grout expected this ye
google makes sense in terms of how it dropped and to come back on the back of the ai noise we saw a few weeks ago. so, i'll sort of extract that. but so many of the lives, all it is is just multiple expansion in an arena where we should be seeing the opposite, because earnings are going to deteriorate. >> part of what has change for these stocks, may not be the business dynamic, may not be they are getting more orders or what not, but that people are looking for more defensive names, they...
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Apr 26, 2023
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i think overall, it's going to be pretty muted, similar to what we saw out of google i think when you parse out the numbers, you'll see the rate of decline has definitely improved. there is a chance to see an uptick a little bit. but even without that, this really has become more of a cost containment story, and we need to get to the $10 eps a share for this year as quickly as we can. >> we all agree and maybe it's oversimplistic, that the stock has rallied on cost cuts but they can't keep cutting all the way to the bone, right as that narrative runs out, is there more risk for the shares >> i think look, the stock is trading around nine times cash flow, around 17 times pe so even though the stock is up 70%, it's still not expensive. it's -- it was down 80%, you know, through last year, before it started resuming its increase but clearly, we need to see top-end acceleration some of that is in their control. i think they have started gaining share back from tiktok, both in terms of engagement of users and even the number of people using the service so that's really important it would b
i think overall, it's going to be pretty muted, similar to what we saw out of google i think when you parse out the numbers, you'll see the rate of decline has definitely improved. there is a chance to see an uptick a little bit. but even without that, this really has become more of a cost containment story, and we need to get to the $10 eps a share for this year as quickly as we can. >> we all agree and maybe it's oversimplistic, that the stock has rallied on cost cuts but they can't...
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Apr 25, 2023
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samsung considered ditching google as the default search engine on its devices following the bing ai launch it shows fwoog has more to lose, over 90% of the search market share and the lucrative deals like apple and samsung help secure that. the momentum behind bing gives samsung and apple more bargaining power to grab an even bigger slice of google search profits. on the call tonight, though, listen for any hints from sundar pichai slower azure growth will be the story at microsoft not to mention the poor reports of pc sales falling this quarter which will impact the window's business and for google on the digital ad market, youtube sales, and its own cloud business still behind microsoft's in terms of shares, guys >> i wonder if alphabet will give us assurance they will remain the preferred default >> reporter: that's a big one. google pays in these revenue share agreements, tens of billions of dollars to various web browsers, to samsung, to apple. apple reportedly they pay $20 billion a year and the apple contract in particular is said to be up for negotiation again and so apple k
samsung considered ditching google as the default search engine on its devices following the bing ai launch it shows fwoog has more to lose, over 90% of the search market share and the lucrative deals like apple and samsung help secure that. the momentum behind bing gives samsung and apple more bargaining power to grab an even bigger slice of google search profits. on the call tonight, though, listen for any hints from sundar pichai slower azure growth will be the story at microsoft not to...
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Apr 26, 2023
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alphabet's google cloud, powered by nvidia. i like it. >> all right, so, you come out of this quarter more positive on alphabet >> absolutely. you can. i'm screaming at ruth, do this, do that. she sees me, raises me am i supposed to say, it's not enough >> what was overall revenue? did they have revenue growth 2% 2.6% maybe. >> revenue up 2.6% the fourth lightest in company history. >> yeah. >> look, the -- i mean, they took -- >> what am i paying for a 2.6% grower there >> you're just seeing the beginning of what i call a significant multiyear effort under way to create savings. >> so, i shouldn't be looking at the revenue number i should be looking at the earnings number? because it's going to continue to go up, even if revenues don't. >> costs were out of control they admitted the costs were out of ontrol. i think amazon is going to admit -- i think, david, this is the year of efficiency, not just for zuckerberg others have heard the call, and alphabet's talking about efficiency, which is not something i have ever heard from
alphabet's google cloud, powered by nvidia. i like it. >> all right, so, you come out of this quarter more positive on alphabet >> absolutely. you can. i'm screaming at ruth, do this, do that. she sees me, raises me am i supposed to say, it's not enough >> what was overall revenue? did they have revenue growth 2% 2.6% maybe. >> revenue up 2.6% the fourth lightest in company history. >> yeah. >> look, the -- i mean, they took -- >> what am i paying for a...
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Apr 26, 2023
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google just turned a profit this quarter with cloud cloud google is about 9% of revenues, but 25% of workforce they've been losing money. they just became profitable. microsoft on the other hand is a cloud company. they're an office. they are gaming. they are linkedin. >> and they're ai. >> they talked about embedding ai throughout their platform already. to me, this was a watershed moment for microsoft going back to 2000 there have been two companies that remained on the s&p from then to today. that's j&j and microsoft >> we're hitting session lows right now. even the great tech earnings could not propel this market without microsoft and invidia -- there's the nasdaq it's still up, but the s&p 500 is down 5% >> the fdic and the treasury and fed decided silicon valley bank was systemic so they saved all the share holders. >> not shareholder. >> depositors. sorry. over 400 banks have gone under and those depositors only got about 70% back i think first republic is collateral damage. i think those depositors left the building the market is back to saying what is the fed and fdic going
google just turned a profit this quarter with cloud cloud google is about 9% of revenues, but 25% of workforce they've been losing money. they just became profitable. microsoft on the other hand is a cloud company. they're an office. they are gaming. they are linkedin. >> and they're ai. >> they talked about embedding ai throughout their platform already. to me, this was a watershed moment for microsoft going back to 2000 there have been two companies that remained on the s&p...
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Apr 22, 2023
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for every person planning for a big move or continuation of strength in apple and microsoft and google, all the big ones, there's someone else position you fade this thing individually, the charts are a little bit different we can go through them but microsoft in many ways has a well defined bottom, but it's ahead of itself. in my case i think you fade it here at least sell calls, do something. but each one is different. if you were to look at -- and this is important, actually. look at this chart this is -- this is the relative performance of the qs to the s&p. so it took covid -- because everything else was so bad -- to make the qs finally recoup all their losses since the dot com peak now we're sitting here churning and stuck. my hunch is that these stocks are not what leads us into the next cycle >> four biggies. amazon, apple, microsoft, meta we'll start off with microsoft reporting tuesday. shares up nearly 20% this tuesday. you heard the technical take from carter, mike. what do you think about this report >> yeah, so it's interesting amazon and microsoft both have some similar
for every person planning for a big move or continuation of strength in apple and microsoft and google, all the big ones, there's someone else position you fade this thing individually, the charts are a little bit different we can go through them but microsoft in many ways has a well defined bottom, but it's ahead of itself. in my case i think you fade it here at least sell calls, do something. but each one is different. if you were to look at -- and this is important, actually. look at this...
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Apr 6, 2023
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chatgbt is a google killer google is on the defensive, because they raised the bar. so to us, this is a matter of going forward with schematic changes. i think thers important that not all tech companies are. meta and google are significantly at risk. >> if that's the case, how exactly does the allocation go, keith, in your mind? these are mega cap names, widely held if you're a mutual funds or etfs, you probably own these names. are there ones being missed who are just in some of those passive instruments? >> well, that's an interesting question i think that's a sign of strength, the fact that they are so widely held by the etfs and funds, the endowments, all of the big money has to tej hedge s names. if you are looking at smaller names, i think you've got to get into defense, which is not commonly thought of as technology to nancy's point, it's small companies, down to your gas stations that are adopting technology, usually coming from the big providers, which is why to me you stick with the winning horse, not switch in mid ration. >> nancy, we just got through a w
chatgbt is a google killer google is on the defensive, because they raised the bar. so to us, this is a matter of going forward with schematic changes. i think thers important that not all tech companies are. meta and google are significantly at risk. >> if that's the case, how exactly does the allocation go, keith, in your mind? these are mega cap names, widely held if you're a mutual funds or etfs, you probably own these names. are there ones being missed who are just in some of those...
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Apr 14, 2023
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we have to see google is on your mind today, specifically why? >> yes, so i want to look at the indicators that i do at this time, and note that these have not been of note until very recently, which is the 2640 and 200-weekly moving averages because that gives us a quarter off quarter view and an indication of the trading cycle. i pulled out across a lot of sec tors and the biggest cushion naturally is the nasdaq 100 or technology, with a 10% move, 9% based on today movement, and google really streamed from someone that is at the bottom of that, so it has a breakout from the bottom of the trend. so i want to see consistent closes about the 2640 and 200 weekly moving averages google has done that four weeks in a low and now they have support of the moving average which is 101, the next thing, the item that we need to overcome, or milestone, is 110, and in addition to that, from a technical perspective, google or alphabet has not really participated in the ai hype, and i really feel that is largely due to a pr issue, and not necessarily products t
we have to see google is on your mind today, specifically why? >> yes, so i want to look at the indicators that i do at this time, and note that these have not been of note until very recently, which is the 2640 and 200-weekly moving averages because that gives us a quarter off quarter view and an indication of the trading cycle. i pulled out across a lot of sec tors and the biggest cushion naturally is the nasdaq 100 or technology, with a 10% move, 9% based on today movement, and google...
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Apr 28, 2023
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that's helping the e-commerce business the fact that meta and google also delivered and the digital ad business is actually starting to perk up, i mean, a couple of quarters ago, we were looking for maybe 0% growth in ad spending now if you look at several quarters from now, we're looking to 5%, 7%, maybe 10% that i see as a positive so when i look at a report like amazon, you know, i actually focus on the consumer as the economy is healthy when it comes to the cloud, look, you have a couple of quarters of deceleration i think that's normal. the fact is, we're all talking about artificial intelligence. and you cannot do artificial intelligence without moving your work loads to the loud if you're amazon, guess what you're going offer as part of your cloud services? you're going to offer artificial intelligence, machine learning tools. i think this might be somewhat of a cyclical deceleration that might play out for a couple quarters >> rob, over to you. what did you make of this report anastasia is bringing up a good point, cloud and ai go hand in hand, but we didn't get that big headli
that's helping the e-commerce business the fact that meta and google also delivered and the digital ad business is actually starting to perk up, i mean, a couple of quarters ago, we were looking for maybe 0% growth in ad spending now if you look at several quarters from now, we're looking to 5%, 7%, maybe 10% that i see as a positive so when i look at a report like amazon, you know, i actually focus on the consumer as the economy is healthy when it comes to the cloud, look, you have a couple of...
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Apr 24, 2023
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most of the announcements have already happened we might get some more details from the likes of google this week, for example, about just what they're planning on doing or from a meta we might get some incremental news for example, last week zuckerberg said at a town hall meeting he planned to keep headcount at something like 1% to 2% growth going forward in the future if he says that on the earnings call, kind of validates that statement, that would be incrementally positive news for folks in the investor community. a lot of the stuff has been baked in, but i think people will want to see especially from the cloud players just what kind of deceleration are we seeing from an aws, amazon or from google or from microsoft with azure as well. you know, the rate of desell makes a big difference in terms of the valuation of these stocks is it coming down 2%, 3%, you know, or is it 4%, 5%, more than that so that's going to be the kind of color that people will be looking into >> in terms of microsoft in particular, there is, of course, the growth rate of the cloud business people will be fixa
most of the announcements have already happened we might get some more details from the likes of google this week, for example, about just what they're planning on doing or from a meta we might get some incremental news for example, last week zuckerberg said at a town hall meeting he planned to keep headcount at something like 1% to 2% growth going forward in the future if he says that on the earnings call, kind of validates that statement, that would be incrementally positive news for folks in...
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Apr 25, 2023
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we appreciate it. >> thank you. >>> google's a.i. rival reporting after the bell you've heard of microsoft. shares up more than 16% so far this year. investors optimistic about a.i., but a lot of issues facing the company as well. including slowing growth in the cloud business and a sharp slide in demand for personal computers. michael joins us now with what to watch welcome. good to have you with us this is a stock that's up, what, 15% since march 10th it is selling at a multiple of 28 times earnings. are you comfortable with that multiple going forward >> i mean, we're comfortable with that multiple it fits squarely in the five-year average but cautious into the print i think investors are grappling with competing forces into the earnings result. if you go back to microsoft's last earnings report they took a negative tone around macro they removed fiscal year targets for commercial growth and operating income growth, the stock has moved up on a.i. enthusiasm which is less likely to show up in near term numbers and the macro has not
we appreciate it. >> thank you. >>> google's a.i. rival reporting after the bell you've heard of microsoft. shares up more than 16% so far this year. investors optimistic about a.i., but a lot of issues facing the company as well. including slowing growth in the cloud business and a sharp slide in demand for personal computers. michael joins us now with what to watch welcome. good to have you with us this is a stock that's up, what, 15% since march 10th it is selling at a...
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google, microsoft, meta, amazon, will this earnings parade shake up an uninspired market? >>> plus, bud light's brand battle the company partnering with a transgender influencer and seems to have backfired in a major way. two executives placed on leave we'll examine the sticky situation when companies weigh in to social issues. >>> media bombshells in the past couple hours the latest than as we first get a check on the markets dow is positive, s&p fractionally higher and nasdaq still negative. >>> so let's get a check right now for what are some of the movers on the day. health care giant and dow component johnson & johnson, up a half a percent right now johnson & johnson is looking at plans to put aninitial public off together for its consumer products unit according to a "wall street journal" report and it could start this week the unit named ken view will house brands like tylenol, band aide and neutrogena. j&j could look to raise $3.5 billion. let's get a check on the energy complex rallying to a large part in oil prices. u.s. benchmark prices up 1.5% for wti crude. en
google, microsoft, meta, amazon, will this earnings parade shake up an uninspired market? >>> plus, bud light's brand battle the company partnering with a transgender influencer and seems to have backfired in a major way. two executives placed on leave we'll examine the sticky situation when companies weigh in to social issues. >>> media bombshells in the past couple hours the latest than as we first get a check on the markets dow is positive, s&p fractionally higher and...
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Apr 3, 2023
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>> that's it at google right if you are cutting down on staplers everybody is going to be searching i wonder if that is a problem for team morale. >> well, you could argue that maybe the cuts in the last round were worse for team morale yes, in all seriousness, team morale on the other hand google has done less cuts that some of the other big tech companies so while you may lose your lunch time masseuse you might still have a job analysts on wall street often say they should be cutting more. >> back to the use of t bills as a place for cash for corporate treasuries i understand the idea that these companies are afraid that they may fall victim to a bank issue like silicon valley bank at the same time, they most certainly have fallen victim to the idea that bankers don't want to pay much on deposit at all. so they're going out into the treasury market where they can get 4% or more on their idle cash >> that as great point even if you're not worried about a bank run or failure this whole episode has taught these start ups, they're parking millions of dollars in most cases in the bank if
>> that's it at google right if you are cutting down on staplers everybody is going to be searching i wonder if that is a problem for team morale. >> well, you could argue that maybe the cuts in the last round were worse for team morale yes, in all seriousness, team morale on the other hand google has done less cuts that some of the other big tech companies so while you may lose your lunch time masseuse you might still have a job analysts on wall street often say they should be...
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Apr 18, 2023
04/23
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one he calls truth gpt >>> choice words for microsoft and google it is tuesday, april 18th. you are watching "worldwide exchange" on cnbc. >>> good morning good morning i'm frank holland. let's get a look at the markets and your money u.s. stock futures here are modestly higher this morning this comes after a day where we saw modest gains in the market we are watching bond yields as we always do it is important to watch as the 2-year treasury yield is above 4% the 2-year treasury is about 3.6. this is a big bounce from the low that happened this month at 3.25 a 30 basis point move to the upside with the 10-year. >>> oil is a little bit down this morning down slightly. down .50% for wti and brent crude. brent crude at $84.25 this iscoming after oil saw th worst day since mid march yesterday. >>> we also watch bitcoin below $30,000 and ethereum above $2,000 after the upgrade >>> apple is opening the first retail store in india and a live report in mumbai coming up >>> shares of alphabet dropping as it may lose out to samsung with the search engine al phabet stock is down this
one he calls truth gpt >>> choice words for microsoft and google it is tuesday, april 18th. you are watching "worldwide exchange" on cnbc. >>> good morning good morning i'm frank holland. let's get a look at the markets and your money u.s. stock futures here are modestly higher this morning this comes after a day where we saw modest gains in the market we are watching bond yields as we always do it is important to watch as the 2-year treasury yield is above 4% the...
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Apr 24, 2023
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. >> ate everybody's lunch >> but google is outperforming on a year to day basis microsoft. i was shocked to look at the numbers, because you think, oh, my gosh, they're under the weight of microsoft right now. microsoft looks like it has to roll over, to me google looks like they have to prove themselves and i don't know how much google is going to lose in ad revenue and have to build up in funding their ai, sol for me, i think both of them probably need to take a bit of a step back, and if they do, the overall market rolls, too >> to me, it's so much about cloud, how penetrated we are, and then, you know, really, what's the spend going in enterprise, at least in the near term if you look at the charts, i just want to point out some of the stuff that i think we talked about a lot, but that microsoft and apple, since -- over the last four months have outperformed the s&p relative basis outperformance of 23%. both of them right back up to resistance. and i think we may or may not have a chart on this so, there's apple, essentially net worth relative or just the performance re
. >> ate everybody's lunch >> but google is outperforming on a year to day basis microsoft. i was shocked to look at the numbers, because you think, oh, my gosh, they're under the weight of microsoft right now. microsoft looks like it has to roll over, to me google looks like they have to prove themselves and i don't know how much google is going to lose in ad revenue and have to build up in funding their ai, sol for me, i think both of them probably need to take a bit of a step...
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Apr 28, 2023
04/23
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meaning, can you go from aws easily or not to azure or to google or to what have you? that's, to me, the sort of larger question that i think seems still swhomewhat unresolvd >> i'm with jassy. i am i'm with jassy it have not so much the commoditization of it just the ability to go from one to the other by the end days, or if you were on prem, on premises >> you couldn't move >> it was complicated to move. it was expensive to move >> he said 90% is still on prem. 90%. i thought it was a great call. i thought brian was great. but if you got jassy or -- i'm not sweating the program i let everybody sell it. andrew, let everybody sell it. go ahead get the hell out of it, will you? tucker carlson sorry. >> just answer becky's question about whether it gets commoditized i think all of these services are trying -- >> becky's right >> amazon would tell you that b bedrock is a product that differentiates what they're doing. clearly, microsoft, with chatgpt, on azure, is trying to differentiate what it's doing. google with bard and everything else is trying to differentiate -- >
meaning, can you go from aws easily or not to azure or to google or to what have you? that's, to me, the sort of larger question that i think seems still swhomewhat unresolvd >> i'm with jassy. i am i'm with jassy it have not so much the commoditization of it just the ability to go from one to the other by the end days, or if you were on prem, on premises >> you couldn't move >> it was complicated to move. it was expensive to move >> he said 90% is still on prem. 90%. i...
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Apr 21, 2023
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too far, a little too fast and you mentioned other big huge names -- the maga stocks, microsoft, am, google, amazon, i'd rather be in those than meta. >> charts support this take your profits? >> i think so. you're talk about something more than doubling. why not, take some off. >> let's round this out with alpha wet. mike, you've got a strategy on this one. >> options are reasonably priced so is the stock. 18 times earnings. cheaper than the market. this is a place you want to be long did see good sized call buying it was just going out to may, and i think that makes a lot of sense here given the premiums. those options were not that expensive. i think you want to buy calls outright the may 1 ps 15s, they were paying about $1.12 for those, and i'm inclined to go along with that. this is one of the names i do like better i heard karen mentioning it in the last half hour this is a cheap way to play for additional upside and give yourself time to expiration, not just playing the earnings week. >> brian >> yeah, google's been one of those names it's lagged behind apple and amazon and microsoft
too far, a little too fast and you mentioned other big huge names -- the maga stocks, microsoft, am, google, amazon, i'd rather be in those than meta. >> charts support this take your profits? >> i think so. you're talk about something more than doubling. why not, take some off. >> let's round this out with alpha wet. mike, you've got a strategy on this one. >> options are reasonably priced so is the stock. 18 times earnings. cheaper than the market. this is a place you...
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Apr 4, 2023
04/23
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google and selling microsoft. some of the more developed companies that have bigger moats stand to win here. and it's not coincidental that nvidia may give up the ghost, that this ai montization thing might be further away. >> we did extend an invitation to tom of c3.ai to come on we didn't hear back. >>> there's a lot more "fast money" to come here's what's coming up next >> semi-short. invideoya's run has been massive this year. but has the chip rip come too far too fast the traders lay out their positions, next. >>> plus, checking out of china. are we due for a rebound the details ahead. you're watching "fast money," live from the nasdaq market site in times square. we're back right after this. we got this. we got this. we got this. we got this. yay! we got this. we got this! life is for living. we got this! let's partner for all of it. edward jones ah, these bills are crazy. she has no idea she's sitting on a goldmine. well she doesn't know that if she owns a life insurance policy of $100,000 or more she can s
google and selling microsoft. some of the more developed companies that have bigger moats stand to win here. and it's not coincidental that nvidia may give up the ghost, that this ai montization thing might be further away. >> we did extend an invitation to tom of c3.ai to come on we didn't hear back. >>> there's a lot more "fast money" to come here's what's coming up next >> semi-short. invideoya's run has been massive this year. but has the chip rip come too far...