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here is where microsoft is more based on the multiple that microsoft is tradingat 35 time pe that's a little bit more on the sensitivity from rates less so far google alphabet is a story of what is going on in their business and disruption in the search business >> all right nimrit kang, thank you preview of microsoft and alphabet earnings after the bell today. >>> coming up after the break, micron is set to receive billions from the chips archact. >>> first the big money movers ford is moving higher with the strength of the commercial unit with the offset of ev losses it is lowering estimates and raising the adjusted free cash flow outlook. >>> whirlpool is increasing prices by 5% in north america due to sticky inflation and cutting 1,000 jobs to expand profit margins shares down 20% in the last year and 30% off the 52-week high >>> align technologies beating first quarter estimates and growing revenue by 6% thanks to the asia pacific region. shares up 5% right now we'll have more after the break. stay with us o find a doctor when? what about zocdoc? so many options. yeah, and dr. xi
here is where microsoft is more based on the multiple that microsoft is tradingat 35 time pe that's a little bit more on the sensitivity from rates less so far google alphabet is a story of what is going on in their business and disruption in the search business >> all right nimrit kang, thank you preview of microsoft and alphabet earnings after the bell today. >>> coming up after the break, micron is set to receive billions from the chips archact. >>> first the big...
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Apr 25, 2024
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. >> microsoft >> microsoft and this is a great test for them -- i don't like where steve had mentioned that a.i. went from -- up to 7% part of that growth versus 6%, you would have liked to see a little more traction, but it's going in the right direction. >> in terms of big seven, whatever you want to call it, but so far, the names that have reported, are they going to be defensive in this environment at these multiples? have they proven -- has alphabet and microsoft, pick on those two in particular, because we have the results tonight, are they going to be defensive? >> i think they're defensive when you have these kinds of numbers. i don't know how defensive you can be at some point and i think defensive for megacap tech stocks -- the kind of growth we're seeing, from these companies, it's mid teens, it's high teens, for multiples, you know, if you are looking at price to earnings growth, peg ratios, you know, there's -- different appetite for different levels of valuation, but they are defensive, they have proven defensive in the past. but where have we come from? and what we start
. >> microsoft >> microsoft and this is a great test for them -- i don't like where steve had mentioned that a.i. went from -- up to 7% part of that growth versus 6%, you would have liked to see a little more traction, but it's going in the right direction. >> in terms of big seven, whatever you want to call it, but so far, the names that have reported, are they going to be defensive in this environment at these multiples? have they proven -- has alphabet and microsoft, pick...
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Apr 26, 2024
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it was different in alphabet and microsoft last night microsoft had an interesting answer to this capex problem right now demand is outstripping the supply of ai capabilities. we will spend oodles and oodles of cash on this. >> when they say demand is outstripping supply, does that mean companies are going to them saying here is how we think ai could help us. and google says we don't have the application to put that in but we could invest and build it >> sort of it's mostly happening in the cloud, especially with open ai because of the relationship between microsoft and open ai. when people go to open ai and use their technology for their own apps, for their own services, for their own chat bots, so much is running on the microsoft azure cloud. next weekly will get a different story. amazon will probably be caulking about capex. in fact, they announced it yesterday. probably to get ahead of the negative reaction meta had but they're also being very aggressive with their buildout apple is a completely different story. we don't know where they fit into this ai picture how much of that is
it was different in alphabet and microsoft last night microsoft had an interesting answer to this capex problem right now demand is outstripping the supply of ai capabilities. we will spend oodles and oodles of cash on this. >> when they say demand is outstripping supply, does that mean companies are going to them saying here is how we think ai could help us. and google says we don't have the application to put that in but we could invest and build it >> sort of it's mostly...
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Apr 26, 2024
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microsoft share up 4%. timothy, thank you >>> coming up on "worldwide exchange," thanks, but no thanks mega mining merger looks like it wy be over before it starts weill be right back right after this break . people person. but he is an “i can solve this in 4 different ways” person. you need clem. clem needs benefits. work with principal so we can help you with a plan that's right for him. you know what i'm saying? let our expertise round out yours. >>> welcome back to "worldwide exchange." we start with anglo american rejecting the takeover proposal from bhp saying it is significantly under valuing the company and prospects. in a statement, the chairman calls the bid unattractive and creates substantial uncertainty and execution risks for the company and other shareholders shares of both companies trading lower. >>> the bank of japan keeping rates unchanged after the policy meeting. this after inflation came in lower than expected for the month. the boj will buy bonds at the same pace as previous month
microsoft share up 4%. timothy, thank you >>> coming up on "worldwide exchange," thanks, but no thanks mega mining merger looks like it wy be over before it starts weill be right back right after this break . people person. but he is an “i can solve this in 4 different ways” person. you need clem. clem needs benefits. work with principal so we can help you with a plan that's right for him. you know what i'm saying? let our expertise round out yours. >>> welcome...
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Apr 22, 2024
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meta, you've got meta, alphabet, microsoft all on deck. for that let's go to steve kovach with a look at what to expect. steve? >> reporter: hey there, tyler. it will start this week with meta on wednesday, and then we get microsoft earnings and alphabet on thursday. amazon and apple are coming next week. take a look at each one of these names through the lens of ai. not big business yet for any of these names, but some are progressing more than others. let's call this your ai gut check. let's start with meta partnering with google last week to power a new version of its meta ai chatbot. the most important thing here for meta is engagement, proving this keeps people using meta apps like whatsapp and instagram and facebook. it debuted to millions of users last week starting with a huge user base to start with there. one thing to listen here is any hints at co-pilot sales. that's the digital ai assistant they're selling, and a taste of ai revenue growth from the azure cloud unit. over to alphabet, reorganizing their product teams ahead of ai
meta, you've got meta, alphabet, microsoft all on deck. for that let's go to steve kovach with a look at what to expect. steve? >> reporter: hey there, tyler. it will start this week with meta on wednesday, and then we get microsoft earnings and alphabet on thursday. amazon and apple are coming next week. take a look at each one of these names through the lens of ai. not big business yet for any of these names, but some are progressing more than others. let's call this your ai gut check....
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Apr 26, 2024
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microsoft and alphabet put out a good print last night. and it's like meta never happened maybe it didn't happen it's all in the metaverse. nothing's real >> meta happened people ask when does volatility come to markets. it's almost always the result of policy uncertainty we're grappling with policy uncertainty here, and we should expect some swings but ultimately i come back to the idea that peak inflation, peak interest rates, peak tightening all favor stocks over the subsequent years and that's certainly been the case since inflation peaked in june 2022 and since the fed was done raising rates -- >> we'll call it wbi, wonky but interesting. do we care about the u.s. dollar it's soaring we should do a show on the japanese yen do we care that the dollar's up? or do we just care that the momentum's there, the stock buyers are there, consumers, to your point, are still there? >> broadly i think those things matter i don't think you can discount the dollar it's going to affect certain areas of the market more so than others we're in this per
microsoft and alphabet put out a good print last night. and it's like meta never happened maybe it didn't happen it's all in the metaverse. nothing's real >> meta happened people ask when does volatility come to markets. it's almost always the result of policy uncertainty we're grappling with policy uncertainty here, and we should expect some swings but ultimately i come back to the idea that peak inflation, peak interest rates, peak tightening all favor stocks over the subsequent years...
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Apr 25, 2024
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nvidia, microsoft and then meta. so just very high expectations while they did deliver on the top line in the quarter they only beat their mid-point by 2 points and folks were expecting more then again, as you cited, you did have the higher full year both op exand capex guidance and comments by mark zuckerberg allud alluding to they plan to lean into ai investments. >> has zuckerberg deserved the right to be considered a disciplined spender and would not cross over into areas that are not eventually monetizibility >> i don't think so, yet i think they're toying with we still have the facebook reality lab still on track to losing $20 million, it has to do with ai and the core instagram, facebook, advertising business, and they may want to shift some of that spending kind of on a reporting basis back to the core so no, i don't think he's kind of entirely, you know, earned his way out, but i think when being the fastest growing company in advertising, that does earn him a lot of street cred. >> he's invested in the past
nvidia, microsoft and then meta. so just very high expectations while they did deliver on the top line in the quarter they only beat their mid-point by 2 points and folks were expecting more then again, as you cited, you did have the higher full year both op exand capex guidance and comments by mark zuckerberg allud alluding to they plan to lean into ai investments. >> has zuckerberg deserved the right to be considered a disciplined spender and would not cross over into areas that are not...
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Apr 24, 2024
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wait >> dan >> yeah, microsoft i think the reaction to meta should make you cautious about microsoft. >> and guy >> happy wedding anniversary to a cnbc legend bill griffith and his wife >> all right >> newmont mining on the back of what karen was talking about >> thank you for watching "fast money," great to have you. "mad money" with jim cramer starts right now >> my mission is simple. to make you money. i'm here to level the playing field for all investors. there's always a market somewhere, and i promise to help you find it. madam money starts right now. hey, i cramer. i'm just trying to save you a little bit of money. my job is not just to entertain, but to teach you. call me at 1-800-743-cnbc. cash is rook. we said cash is king when the
wait >> dan >> yeah, microsoft i think the reaction to meta should make you cautious about microsoft. >> and guy >> happy wedding anniversary to a cnbc legend bill griffith and his wife >> all right >> newmont mining on the back of what karen was talking about >> thank you for watching "fast money," great to have you. "mad money" with jim cramer starts right now >> my mission is simple. to make you money. i'm here to level the...
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Apr 26, 2024
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alphabet and microsoft shares popping after both companies beat on the top and bottom lines. the tech giants emphasizing the growth of their respective ai businesses, but that does come at a big cost. microsoft's capex jumped 79% steveco vak joins us with more >> we were talking about the montization stories, and it's clear what we heard yesterday, it's the very early days, not a lot of disclosure, just some promising nuggets of information showing both companies could be on the cusp of something big here microsoft, ai sales showed up in the azure cloud unit, printing 7 points to the revenue growth, up from 6% quarter over quarter but that's where the ai story ends at microsoft. there's lots of mushy talk from the ceo on co-pilot, but at the end of the day, we have no idea how well it's selling. he did throw us something here and said a handful of companies that bought at least 10,000 subscriptions for co-pilot as for google and alphabet, the ceo shot back at the idea google's core search business was under threat from chat bot search ends. he said -- >> he said google will m
alphabet and microsoft shares popping after both companies beat on the top and bottom lines. the tech giants emphasizing the growth of their respective ai businesses, but that does come at a big cost. microsoft's capex jumped 79% steveco vak joins us with more >> we were talking about the montization stories, and it's clear what we heard yesterday, it's the very early days, not a lot of disclosure, just some promising nuggets of information showing both companies could be on the cusp of...
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Apr 25, 2024
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microsoft has a clear a.i. model. they embed in in copilot and work flows meta is not selling chips or cloud services or a.i. models because they are based on open source how will they make money from a.i. they are spending all this money, but haven't put a strategy on it >> i want your thoughts on how you are reading that across the sector i want to share this quote with you from another analyst they said you blow the lights out or the market takes its pound of flesh i wonder if you agree with the sentiment. >> i think if you look at tesla, for example, you know, elon musk made a clear statement forget the automaker results, which were down, but focus on the future he sold it well. i don't buy it five years ago, tesla was all about electric vehicle and esg now electric vehicle sales are falling and china is getting competitive. now he is talking about autonomous driving that is possibly many years away there will be turbulence for companies like tesla back to your comment i guess it depends on investors. what i see i
microsoft has a clear a.i. model. they embed in in copilot and work flows meta is not selling chips or cloud services or a.i. models because they are based on open source how will they make money from a.i. they are spending all this money, but haven't put a strategy on it >> i want your thoughts on how you are reading that across the sector i want to share this quote with you from another analyst they said you blow the lights out or the market takes its pound of flesh i wonder if you...
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Apr 25, 2024
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i think microsoft, it's really hard to not feel great about picking microsoft. at the end of the day, it's a company we talked about this, they report tonight. whether there's weakness or not, the real question is what are you paying for microsoft at 35 times this is a company that i think is a tech multiple that is at least in the higher end of its historical five to ten-year average azure, i think the street is expecting around 28%, 29%. any type of a beat on that will be a relief. the bar is very high on this name >> all right there's the sound again. today, of course, is take your kids to work day we have a lot of young people, and they are buzzing about our next guest, social media star drewsky. check him out in praise this on peacock. you're on the clock. what's your pick >> man, you know, i'm on the board right now, so pretty easy. it ain't hard to see >> how much nike drip do you own? >> man, i gotta say, my closet is full right now. but you know, i chose nike because i'm in a couple commercials. sabrina inhanescu got me as the coach. they got us outfits
i think microsoft, it's really hard to not feel great about picking microsoft. at the end of the day, it's a company we talked about this, they report tonight. whether there's weakness or not, the real question is what are you paying for microsoft at 35 times this is a company that i think is a tech multiple that is at least in the higher end of its historical five to ten-year average azure, i think the street is expecting around 28%, 29%. any type of a beat on that will be a relief. the bar is...
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Apr 25, 2024
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so microsoft, alphabet, amazon, all down roughly 2% or 3% or so. alphabet and microsoft report earnings after today's closing bell the epicenter spoke of the day is the meta platforms. down about 11%, was down 15% just a few hours ago meta platforms on the heels of that disappointing outlook but it's not all fear, uncertainty and doubt. tyler, take a look at these names. check out newmont corps, chipotle and union pacific newmont on the gold trade, in the green. in an otherwise down take, tyler, some positivity to end things on. back over to you >> we're grateful to you for that, dom. thank you very much. >>> yields on the move as well on the back of that gdp report with the two and ten-year hitting five-month highs let's check in with rick santelli for that. hi, rick >> indeed, warmer inflation, cooler growth. i can weigh in on these numbers and give you personal opinions where i think growth is going to go or inflation will be, but the numbers today were disappointing on growth, and they were warm on inflation, period. 1.6 is not 2.5% as expected
so microsoft, alphabet, amazon, all down roughly 2% or 3% or so. alphabet and microsoft report earnings after today's closing bell the epicenter spoke of the day is the meta platforms. down about 11%, was down 15% just a few hours ago meta platforms on the heels of that disappointing outlook but it's not all fear, uncertainty and doubt. tyler, take a look at these names. check out newmont corps, chipotle and union pacific newmont on the gold trade, in the green. in an otherwise down take,...
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Apr 26, 2024
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microsoft up 4%. meta platforms up a quarter after losing 10.5% on the heels of its earnings report tech trade playing out at well energy side of things. a quick check on exxon mobil and chevron. both shares still down chevron down one half of 1%. and exon mobil down on mixed earnings report for both companies impacted by nat gas prices and refining margins came in a little lower than what some people hoped for crude prices up one quarter of 1% now three quarters of 1%. and energy etf down one half of 1% as well the state of play, andrew. back to you. >> thank you very much, dom. have a great weekend >> you, too. >>> up next, bank of america savita subramanian joins us onset to talk about a big week for the markets and today's inflation data. >>> and reminder, berkshire hathaway annual meeting with warren buffett you have a question, sending to le trell go through them and secto ad during the meeting. >>> stay tuned we'll be right back. you an elevated experience, tailor-made for trader minds. go deep
microsoft up 4%. meta platforms up a quarter after losing 10.5% on the heels of its earnings report tech trade playing out at well energy side of things. a quick check on exxon mobil and chevron. both shares still down chevron down one half of 1%. and exon mobil down on mixed earnings report for both companies impacted by nat gas prices and refining margins came in a little lower than what some people hoped for crude prices up one quarter of 1% now three quarters of 1%. and energy etf down one...
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Apr 23, 2024
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basis. >> i see why microsoft does it. no one is going to say you can't make the acquisition. >> i think they will not say you can't do what you are doing because this is that. this is effect tively that. >> this is stealth. >> we see it. >>> in the meantime, gm reporting the results. i want to bring phil lebeau in with the numbers. phil. >> reporter: andrew, a beat on the top and bottom line by gm. we will talk about the guidance in a bit. the numbers. company reporting $2.62 per share profit. the street expecting 2$2.15. the highest estimate on the street was $2.53. gm earning $2.62. revenue coming in at $43 billion. the numbers within the numbers in the first quarter q1 margin of 9% against 9.5% last year. in north america, gm made $3.84 billion compared to $3.57 billion in the first quarter of last year. china has a loss given what we see with the auto market there. $1063 million in the first quarter. gm financial $737 million profit against $771 million in the first quarter last year. now for the raised guidance. sign
basis. >> i see why microsoft does it. no one is going to say you can't make the acquisition. >> i think they will not say you can't do what you are doing because this is that. this is effect tively that. >> this is stealth. >> we see it. >>> in the meantime, gm reporting the results. i want to bring phil lebeau in with the numbers. phil. >> reporter: andrew, a beat on the top and bottom line by gm. we will talk about the guidance in a bit. the numbers....
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Apr 22, 2024
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meta, alphabet and microsoft. the stakes could not be higher after ugly days which fall the sector falling 7%. the worst week since march of 202. a 2020. 29 of the nasdaq 100 are 20% from their 52-week high. look at some of the biggest pullbacks in the space. amd is off 35% from the high. intel off 33%. palo alto off 27%. adobe is also off 27% with nvidia off 22% in bear market territory. joining me now is james cakmak. >> good morning, frank. >> i want to talk about earnings season coming up. we are hitting on stocks well off the highs. how important is earnings season not only for the market, but for tech? fact set came out with a report with five of the magnificent seven stocks are supposed to be 60% higher. if you look at the s&p, earnings decline at 7%. lay it out for us. >> i think what we saw over the last week with a couple of bellwethers reporting. taiwan semi and netflix reported. i think we saw estimates which got ahead of themselves. not so much estimates, but ex-pee expec expectations. the estimates c
meta, alphabet and microsoft. the stakes could not be higher after ugly days which fall the sector falling 7%. the worst week since march of 202. a 2020. 29 of the nasdaq 100 are 20% from their 52-week high. look at some of the biggest pullbacks in the space. amd is off 35% from the high. intel off 33%. palo alto off 27%. adobe is also off 27% with nvidia off 22% in bear market territory. joining me now is james cakmak. >> good morning, frank. >> i want to talk about earnings season...
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Apr 22, 2024
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microsoft and alphabet report on thursday. this is after the worst weekly performance last year with the tech stocks weighing heavily on the year. tesla is cutting prices after it is battling higher inventory after increased competition. let's look at tesla prices right now. stock, i should say. down 2.5%. the stock has been heavily under pressure due to price wars with ev makers in china. also looking at chinese ev makers on the back of the reduction in prices by tesla. they are under pressure as well. interesting to see. li auto down 8%. followed by gw motor. leap motor down 5.5%. we are getting news that tesla's ceo elon musk, is postponing the visit to india. asked about the investment to the market. >> we have seen outstanding talent here. we have some of the chips designed and software and hardware in india for the global markets. the last few years, we have seen 5g in india and it has been amazing to see the opportunities that brings for indian consumers as well as for enterprises. we have seen india as a great r&d cent
microsoft and alphabet report on thursday. this is after the worst weekly performance last year with the tech stocks weighing heavily on the year. tesla is cutting prices after it is battling higher inventory after increased competition. let's look at tesla prices right now. stock, i should say. down 2.5%. the stock has been heavily under pressure due to price wars with ev makers in china. also looking at chinese ev makers on the back of the reduction in prices by tesla. they are under pressure...
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Apr 22, 2024
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activity just like microsoft. with apple, really not much of the a.i. story right now, but expecting that to come at the developers conference in june. more of the concern right now is the declining sales for apple, especially in china. shares are the only one in the group down 14% on the year. guys. a lot going on. >> what will happen with tesla this week? >> oh, man. >> do you have a view? >> for what? >> tesla. tesla. everybody is freaking out. >> i think phil put it nicely. will they ditch this model 2 for the robotaxi initiative? i remember elon musk saying there will be a million robotaxis next year and that was five years ago. this august event is what people are looking at for tesla. >> keep the dream alive. >> this is what it will be like one day. >> steve, thank you. nice to see you. >>> coming up this morning, the house voting to authorize foreign aid for israel over the weekend. we will talk about the potential impact of the funds on the war right afr isteth. (music playing) switch to shopify and sell smarter at every stage of your business.
activity just like microsoft. with apple, really not much of the a.i. story right now, but expecting that to come at the developers conference in june. more of the concern right now is the declining sales for apple, especially in china. shares are the only one in the group down 14% on the year. guys. a lot going on. >> what will happen with tesla this week? >> oh, man. >> do you have a view? >> for what? >> tesla. tesla. everybody is freaking out. >> i think...
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Apr 19, 2024
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eu regulators pushing back on the report they concluded the microsoft investment into openai is not an acquisition. officials tell cnbc the probe is still ongoing and may review the oversight. joining me now is margrethe vestager good morning it is great to have you here i hope i said your name right. >> good morning. it's great to see you. thank you very much for the effort in having such an unpronounceable name thank you very much. >> a great name. i want to get down to business this is the first time we had the opportunity to speak with you since the u.s. doepartment f justice brought the case against apple. we heard them talk about the app store and the color of messaging bubbles. what did you make of that? >> i think it is a very important case i think it is very important that anti-trust authorities do their job in order to have fair competition in everything dig digital. in the u.s. as well as europe, we have sparkling innovation in the ecosystems it is important that they can get to their customers by a second app store or side loading so they are enabled because real competiti
eu regulators pushing back on the report they concluded the microsoft investment into openai is not an acquisition. officials tell cnbc the probe is still ongoing and may review the oversight. joining me now is margrethe vestager good morning it is great to have you here i hope i said your name right. >> good morning. it's great to see you. thank you very much for the effort in having such an unpronounceable name thank you very much. >> a great name. i want to get down to business...
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Apr 24, 2024
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>> well, we do hold microsoft and alphabet we've been long-term beneficiaries in the growth of those companies. if one looks outside the magnificent 7, it doesn't have to be the stock that has earnings growth here if you have a look at it, maybe you're not seeing the same levels i think if you have a chance to look outside of those seven, there's some great opportunities and companies that are not getting the headline, haven't been dominating the market to buy into the more reasonable valuations and still get good earnings growth. >> you know, speaking of, you actually talked to us in your notes about unitedhealth care. i'm looking at the charts though month to date, it's down 1.5%. you say this is a valuation play just explain this to me with this kind of stock decline is there enough of a valuation discount in your mind to accept this kind of a stock decline from a company like this >> this is a great question, frank, and, actually, unite health group is a leading discount they're trading in almost a decade, about 7% cash-free yield. it's showing actually 17% compound earnings grow
>> well, we do hold microsoft and alphabet we've been long-term beneficiaries in the growth of those companies. if one looks outside the magnificent 7, it doesn't have to be the stock that has earnings growth here if you have a look at it, maybe you're not seeing the same levels i think if you have a chance to look outside of those seven, there's some great opportunities and companies that are not getting the headline, haven't been dominating the market to buy into the more reasonable...
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Apr 23, 2024
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meta, microsoft, alphabet, green, as well. they report their earnings over the next couple of days, that will be big. tesla reporting tonight it, too, is struggling mightily this year. and the russell 2000, yes, it is up nice again, too. yields have stabilized. and by the way, on that note, coming up, we will ask former fed chair richard clara to when the fed will cut rates, if at all this year. this does take us how to best move in this market. let's ask our chief investment strategist with charles schwab. good to see you back again. we had this nice move over the last couple of days. do you believe in it? how you feeling about this market? >> the market got a little bit oversold especially in areas that had taken a drubbing and technology sector dropped to only 10% of stocks trading above a two day moving average. i do think that enticed some buyers, not to mention the earnings from some of the mega cap names this week, maybe elevating some interest on the buy side. i think it also didn't eliminate the froth, but ease some o
meta, microsoft, alphabet, green, as well. they report their earnings over the next couple of days, that will be big. tesla reporting tonight it, too, is struggling mightily this year. and the russell 2000, yes, it is up nice again, too. yields have stabilized. and by the way, on that note, coming up, we will ask former fed chair richard clara to when the fed will cut rates, if at all this year. this does take us how to best move in this market. let's ask our chief investment strategist with...
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Apr 22, 2024
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they're taking different strategies and microsoft exploded with chatgpt and amazon is doing a bunch of different things that are less clear to investors, but meta came out really swinging last week by just incorporating gen ai and the llama large language model into its family of apps. we're at this phase, tyler where last year we kind of looks at the picks and shovels of the ai race and who actually is using it in applications and that is what we'll be looking for next next few weeks and meta leapfrogged ahead by putting it into the existing product which has a distribution of millions of use ares and it's been developing its old open, and i bunch of different developer, but absolutely meta is a contender. >> deertirdre bosa, thank you v m much. >> could its recycling efforts turn around and that and three other friendly stocks to buy on this earth day. that's next. icy hot. ice works fast. ♪♪ heat makes it last. feel the power of contrast therapy. ♪♪ so you can rise from pain. icy hot. when you need to prepare for unpredictable adventures... (gasp) you need weathertech. [hot
they're taking different strategies and microsoft exploded with chatgpt and amazon is doing a bunch of different things that are less clear to investors, but meta came out really swinging last week by just incorporating gen ai and the llama large language model into its family of apps. we're at this phase, tyler where last year we kind of looks at the picks and shovels of the ai race and who actually is using it in applications and that is what we'll be looking for next next few weeks and meta...
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Apr 25, 2024
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>> dan, i guess part of the question people have is you can see the real base case and reasons that microsoft is doing this spending because there's a huge potential market and huge market for use cases when it comes to business. use case is when it comes to the consumer are a little harder to find your way around at least ones you can monetize and maybe they need to lay that out more i do realize when it comes to advertising and what they have been able to deploy is advertising which outshines competitors. it may be a tough case with the monetizing >> i think for the consumer and the distinction you make, becky, is correct in terms of the enterprise you can invest we will see with microsoft and azure tonight. it is generating quantifiable revenue. with meta, it will take time it will manifest in a different way. you will see user metrics continue to remain healthy you will see more and more engagement with video and more immersive experiences. the ability to tease out exactly how it is being monetized with the generative a.i. will be tougher. i think the end result will be a healthy user bas
>> dan, i guess part of the question people have is you can see the real base case and reasons that microsoft is doing this spending because there's a huge potential market and huge market for use cases when it comes to business. use case is when it comes to the consumer are a little harder to find your way around at least ones you can monetize and maybe they need to lay that out more i do realize when it comes to advertising and what they have been able to deploy is advertising which...
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Apr 22, 2024
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"mad money" tonight, what's driving the nasdaq's recent downturn with microsofts s a dr on friday? then netflix? no chill. after thecompany's post earnings decline, i'm examining the bull and bear case for the company. and gold had its worst day since february 2023. i'll sit down with the ceo barrick cold to get a sense of the action. how about that? so stay with cramer. ♪ >>> don't miss a so effected "mad money." follow @jimcramer on x. have a question? tweet cramer, #madmentions. send jim an email to madmoney@cnbc.com. or give us a call at 1-800-743-cnbc. miss something? head to madmoney.cnbc.com. after last month's massive solar flare added a 25th hour to the day, businesses are wondering "what should we do with it?" bacon and eggs 25/7. you're darn right. solar stocks are up 20% with the additional hour in the day. [ clocks ticking ] i'm ruined. with the extra hour i'm thinking companywide power nap. let's put it to a vote. [ all snoring ] this is going to wreak havoc on overtime approvals. anything can change the world of work. from hr to payroll, adp designs forward-thinkin
"mad money" tonight, what's driving the nasdaq's recent downturn with microsofts s a dr on friday? then netflix? no chill. after thecompany's post earnings decline, i'm examining the bull and bear case for the company. and gold had its worst day since february 2023. i'll sit down with the ceo barrick cold to get a sense of the action. how about that? so stay with cramer. ♪ >>> don't miss a so effected "mad money." follow @jimcramer on x. have a question? tweet...
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Apr 24, 2024
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positive obviously, from a sentiment perspective, what we hear from the mega caps coming up, we have meta, microsoft, alphabet this week, you have a host of the rest of the mega caps next week. that i think is going to be very important in the short term. but overall, i think what we're seeing is that there's a broad number of companies across sectors and industries that are reporting good numbers, and to me, that supports this idea that we are seeing a broadening out of the market. we're seeing a rotation underneath the surface so whether or not the market is down because yields are moving higher, you have to be looking long-term. to me, i would be using down size opportunistically, because the fundamentals are in place, and there's good opportunities across sectors and industries right now. >> a lot of the folks that we have on our air here, like you, these days are talking about small caps a lot of people have been talking about small caps for a long time. so i guess i'm kind of from missouri, show me. show me the money here when is that going to happen, or is it happening? >> yeah, i think -- i
positive obviously, from a sentiment perspective, what we hear from the mega caps coming up, we have meta, microsoft, alphabet this week, you have a host of the rest of the mega caps next week. that i think is going to be very important in the short term. but overall, i think what we're seeing is that there's a broad number of companies across sectors and industries that are reporting good numbers, and to me, that supports this idea that we are seeing a broadening out of the market. we're...
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Apr 24, 2024
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government taking a look at the role of these partnerships between openai and microsoft anthropic, google has a relationship with amazon, what those things mean and whether they are work arounds to some degree, what may have been a merger of sorts, of course, the ceo in this case of anthropic saying they're completely independent, there is no board representation, which is different than the way openai is set up, for example, as it relates to amazon. coming up on the other side of this, rockefeller international's ruchir sharma bhe and talk about why an economic downturn could be coming sooner than expected. you don't want to miss this. come on back >>> our next guest has an op-ed in the financial times titled the overstimulated super power basically, positing that the economy is overheated and a slowdown could come faster than expected joining us now, ruchir sharma, breakout capital founder and cio, his new book "what went wrong with capitalism" comes out in june. good to see you, ruchir. and i guess you can tell us exactly what your point of view is here, but we're all aware of what hap
government taking a look at the role of these partnerships between openai and microsoft anthropic, google has a relationship with amazon, what those things mean and whether they are work arounds to some degree, what may have been a merger of sorts, of course, the ceo in this case of anthropic saying they're completely independent, there is no board representation, which is different than the way openai is set up, for example, as it relates to amazon. coming up on the other side of this,...