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Apr 24, 2024
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we've forgotten his first chapter at microsoft, the antitrust trials in the late 90, the late 1990s. it was at the height of this pr crisis. he was one of the most reviled public figures on earth. people were throwing pies in his the simpsons was ridiculing him. in this moment of public crisis, he becomes a great philanthropist. very quickly. he goes from greedy to generous, from cold hearted to kind hearted. of course, bill has not really changed, and the way he runs the gates foundation is indistinguishable from the way ran microsoft. it's about exercising. it's about taking control control and it's easy to say, well, gates is an anti democratic figure, but he's giving the gates foundation at this point is giving away close to $80 billion. all of that money has to be helping people. right. and of course, the gates foundation's is helping people through a narrow at times in places it might even be lives. it is saving lives. the gates foundation is putting lots of money into vaccine procurement and distribute vaccines in arms save lives. but that's not the whole story story. on net,
we've forgotten his first chapter at microsoft, the antitrust trials in the late 90, the late 1990s. it was at the height of this pr crisis. he was one of the most reviled public figures on earth. people were throwing pies in his the simpsons was ridiculing him. in this moment of public crisis, he becomes a great philanthropist. very quickly. he goes from greedy to generous, from cold hearted to kind hearted. of course, bill has not really changed, and the way he runs the gates foundation is...
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Apr 26, 2024
04/24
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microsoft, google and amazon services. but if this is supposed to be decentralized network, that's censorship and resilient, then we should have more choice. and so what decentralized physical infrastructure is add choice. the second thing is it can enhance performance if we want to run transactions on these networks and render metaverse and do all this stuff, we need all the computing power infrastructure we can get our hands on. and so we need to create incentives for people to contribute their assets into those networks. and then, yes, of course, choice, meaning simply the more choice there is, the better the competition, the stronger the results for consumers. at the beginning of my remarks, i talked about the intersection of different technologies, and i want to spend just a moment talking about a.i. so this is alan turing. alan turing, among many other things, helped to win war against the nazis by breaking their code machine called the enigma machine. he was also the inventor of a.i. of how we think about ai, and he
microsoft, google and amazon services. but if this is supposed to be decentralized network, that's censorship and resilient, then we should have more choice. and so what decentralized physical infrastructure is add choice. the second thing is it can enhance performance if we want to run transactions on these networks and render metaverse and do all this stuff, we need all the computing power infrastructure we can get our hands on. and so we need to create incentives for people to contribute...
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Apr 25, 2024
04/24
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microsoft is around 30% cloud growth. i'm looking for google and aws to start to share a little more data and give us more visibility . but i love that microsoft came out and said this is how much of our azure growth is tied to ai. that says the company is comfortable, the deals are growing, enterprises are spending more with them and it is ai specific. paul: let's look at intel, some disappointing sales and profit numbers, but i understand you have in speaking with the ceo. did you hear anything that reassured you? >> intel is a multi-year investment play for a lot of investors looking for that short-term win. they have to understand the new segmentation, the products and foundry is all about becoming a critical infrastructure partner to the u.s. and the west for a supply chain resiliency, national defense, global technology and economic readership. i think intel has made the commitment. in the conversations we've had and he has shared publicly is that the company -- company has hit targets. it was a problem for a long t
microsoft is around 30% cloud growth. i'm looking for google and aws to start to share a little more data and give us more visibility . but i love that microsoft came out and said this is how much of our azure growth is tied to ai. that says the company is comfortable, the deals are growing, enterprises are spending more with them and it is ai specific. paul: let's look at intel, some disappointing sales and profit numbers, but i understand you have in speaking with the ceo. did you hear...
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Apr 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 25, 2024
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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 26, 2024
04/24
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and microsoft took centre stage. both beat expectations on earnings and revenue thanks in no small part to investments in artificial intelligence. one standout spot for alphabet was google cloud revenue, whichjumped 28% in 01. a lot of generative ai tools rely on the cloud to reach customers. alphabet announced some good news for investors. it's first ever dividend of 20 cents per share. and an additional $70 billion buy—back. that initially sent shares into the double digits after the bell. and for microsoft's part, its intelligent cloud division delivered greater revenue than expected thanks to a boost from microsoft's partnership with openai, the creator of chatgtp. the creator of chatgpt. shares of microsoft also initially rose on the news. and together they should go some way toward restoring confidence in the tech sector, which was shaken on wednesday when meta stock fell after its own earnings report and after the wider market was rattled thursday morning by slowing us gdp and stubborn inflation. joining me
and microsoft took centre stage. both beat expectations on earnings and revenue thanks in no small part to investments in artificial intelligence. one standout spot for alphabet was google cloud revenue, whichjumped 28% in 01. a lot of generative ai tools rely on the cloud to reach customers. alphabet announced some good news for investors. it's first ever dividend of 20 cents per share. and an additional $70 billion buy—back. that initially sent shares into the double digits after the bell....
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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
04/24
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ed: microsoft and google post strong results. caroline: jeff bezos and andy jassy deleting chaps amid an antitrust probe. let's check in on these markets. this is a macro picture on the day and some earnings galvanizing a drive higher. nasdaq up more than 2% then. we see the core pce that the fed so loves coming in line. we are not calling, but we are not exceeding expectations. the market is relieved and we are seeing about of good, healthy increase in certain stocks. a 10 year yield dives down onto the back of that pce number. even though we see bonds indeed rallying coming yields falling lower, the dollar still resilient against the japanese yen. will we see intervention from the boj? moving on, have a look at what it is doing against bitcoin. dollar strength against bitcoin. crypto on the downside. ed: it is all about earnings. intel is off session lows. and just a moment, ian king will give us the numbers and then we will speak to the intel ceo. microsoft and alphabet are all about cloud growth driven by ai products. microso
ed: microsoft and google post strong results. caroline: jeff bezos and andy jassy deleting chaps amid an antitrust probe. let's check in on these markets. this is a macro picture on the day and some earnings galvanizing a drive higher. nasdaq up more than 2% then. we see the core pce that the fed so loves coming in line. we are not calling, but we are not exceeding expectations. the market is relieved and we are seeing about of good, healthy increase in certain stocks. a 10 year yield dives...
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Apr 26, 2024
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al on the tech side maybe microsoft - it comes to ai? al on the tech side maybe microsoft has - it comes to ai? al on the tech | side maybe microsoft has elite but don't underestimate alphabet, they are the head of market share in search and that is something you figure when chatgpt came out, ai in general took off and everyone figured other but will be in trouble because we won't need to use search engines and another openai can basically write estimates for eskimo joe anything we need but we saw double—digit growth for alphabet and microsoft also doing well on that front. by doing well on that front. by doing so well on cloud right now that makes you wonder both gaining market share, mean when amazon reports next week, aws a leader in cloud computing, or that take a hit? we find it next week. ai is an important part of the story but both being able to continue to do well in the corporate as ai benefit stock to pay off. thank ou ve benefit stock to pay off. thank you very much- _ to the us economy now, because markets were rattled on
al on the tech side maybe microsoft - it comes to ai? al on the tech side maybe microsoft has - it comes to ai? al on the tech | side maybe microsoft has elite but don't underestimate alphabet, they are the head of market share in search and that is something you figure when chatgpt came out, ai in general took off and everyone figured other but will be in trouble because we won't need to use search engines and another openai can basically write estimates for eskimo joe anything we need but we...
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Apr 26, 2024
04/24
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the positive story came through for microsoft an alphabet. the fact they are able to monetize in the cloud business, the investments around ai. i want to give you a look at what's happening in terms of multiples and the valuation story. we know this is been a concern and investors are wringing their hands. look at tesla. it's at a challenging year. elon musk was able to sway those concerns and the earnings call. you are still down double digits for tesla and this is the 12 month blended pe, 59 times for tesla, despite the challenges it faces in the chinese market. all of that playing into the mix. meta-is looking cheap. they had a challenging earning story in terms of the outlook. 20 times versus 59 times. that tells you a lot about how things are shaping up. let's have a look at the biggest story. i want to give you context in terms of softness. the japanese yen is down 40%. 40% versus the u.s. dollar. the bank of japan coming through with what bloomberg economic says was a dovish hole. that story continues to be in focus. more analysis on t
the positive story came through for microsoft an alphabet. the fact they are able to monetize in the cloud business, the investments around ai. i want to give you a look at what's happening in terms of multiples and the valuation story. we know this is been a concern and investors are wringing their hands. look at tesla. it's at a challenging year. elon musk was able to sway those concerns and the earnings call. you are still down double digits for tesla and this is the 12 month blended pe, 59...
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Apr 26, 2024
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when i listen to google, microsoft, meta, google 90% cap x year over year microsoft 50%. tesla is going to buy 50,000 h-100s meta the same. what that tells me is they're still buying nvidia. i think jim is spot on and great to add to that position because it's over its 50 day it's bouncing at it. when their numbers come out, listening to these trillion dollar companies talk about the cap x spend, they're still going to nvidia. so i think nvidia will have another blow-out quarter and we got the stock back over a thousand if the stock participates in it as well. >> alphabet hitting a new all-time high after announcing its first ever dividend as well. we've got some ownership here around the desk. i guess, josh, let's start with you. what did you like about the quarter? there was so much really to pick from here. >> so there is two things here, courtney i want to talk about the optics, and i want to talk about the actual fundamentals. the optics around alphabet have been horrendous in recent months i'm a long-term shareholder and i had thought earlier this year that alphabet
when i listen to google, microsoft, meta, google 90% cap x year over year microsoft 50%. tesla is going to buy 50,000 h-100s meta the same. what that tells me is they're still buying nvidia. i think jim is spot on and great to add to that position because it's over its 50 day it's bouncing at it. when their numbers come out, listening to these trillion dollar companies talk about the cap x spend, they're still going to nvidia. so i think nvidia will have another blow-out quarter and we got the...
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Apr 26, 2024
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microsoft said 7% of growth in cloud was coming from a.i. products meta is actually not really clear what their business model is going to be they are giving away the models. >> investors do not like the metaverse one bit. one thing that is underreported is the digital ad business google with a rebound. double bdigits year over year. what does that tell you about the companies for microsoft and the tens of billions for google. for amazon, it is a big and growing business how important will the digital ad business be going forward >> it is the business. what happens is most companies captured attention of all of the people in the world and they are selling ads. ads are profitable this is what amazon realized everyone is coming to amazon to buy products and they will think let's sell them ads. if you look at the amazon page, 70% of it is ads they are paying for. this is an important business. the growth is continuing you saw acceleration with the youtube ads and growth with search ad business is here to stay. >> was this the "show me" quarter
microsoft said 7% of growth in cloud was coming from a.i. products meta is actually not really clear what their business model is going to be they are giving away the models. >> investors do not like the metaverse one bit. one thing that is underreported is the digital ad business google with a rebound. double bdigits year over year. what does that tell you about the companies for microsoft and the tens of billions for google. for amazon, it is a big and growing business how important...
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Apr 26, 2024
04/24
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companies are demanding the microsoft cloud and the microsoft if openai a.i. features to use throughout their operations. i was looking at an estimate from william blair, they find that more than two-thirds of fortune 500 companies are using microsoft's azure. david: wow. lauren: they're using all of this -- david: that turns into a lot -- lot of revenue for microsoft. lauren: demand is better than supply, that is a good problem to have. microsoft and google, bell weathers for technology, these are the most important earnings. they're charming the a.i. revolution -- charging the a.i. revolution and spending into with it. if you look at what they spent together in the quarter, $26 billion. most of that on art official -- david: so, kenny, all of the promises apparently are coming through. a lot of folks were wondering, gee, is it really going to pay off, all this a.i. stuff? it appears it is. >> i think it absolutely is. and i also think we're very much in the inpansy stages of this. so -- infancy stages of this. i look at this part of the tech sector as just e
companies are demanding the microsoft cloud and the microsoft if openai a.i. features to use throughout their operations. i was looking at an estimate from william blair, they find that more than two-thirds of fortune 500 companies are using microsoft's azure. david: wow. lauren: they're using all of this -- david: that turns into a lot -- lot of revenue for microsoft. lauren: demand is better than supply, that is a good problem to have. microsoft and google, bell weathers for technology, these...
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Apr 24, 2024
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i think microsoft and amazon will also deliver the goods. and so i think you're setting up where these multiples and the growth we have last year in stock appreciation is going to be warranted and will help lift up the rest of the market. to your point about these six names versus the other 494, i think once we get into the second and third quarter of the year, the other names, the other names in the s&p from a revenue and earnings, are going to start to pick up i think this is just a q1 year over year. i'm about the negative earnings growth >> weiss, are we going to meet the moment if you look at the mega cap, we're not here without that, obviously. nvidia is up 100% in six months. meta is up 66% in six months amazon, alphabet, 39%, 29.5%, respectively microsoft, 24% we can take apple out for now. it's irrelevant to our conversation the question is, are they going to live up to the hype so to speak? >> i believe they will, actually i think that meta and microsoft -- i don't want to say definitely but a much higher probability on meta. micro
i think microsoft and amazon will also deliver the goods. and so i think you're setting up where these multiples and the growth we have last year in stock appreciation is going to be warranted and will help lift up the rest of the market. to your point about these six names versus the other 494, i think once we get into the second and third quarter of the year, the other names, the other names in the s&p from a revenue and earnings, are going to start to pick up i think this is just a q1...
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Apr 25, 2024
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>> you are bullish tonight and i am making a real point with microsoft, alphabet and it will be good. >> tonight the knicks will win and tech earnings will be strong and i think eventually what you will see is that this is the pound the table moment where they show the modernization here and not hype and that is why when it talks everyone listens. >> is there something they have to say like a strong demand for chatgpt? >> what do they have to say about the future to make you even happier. >> it is about what adoption looks like and a 30% type good number and what that adoption curve looks like. if you start to see new della and i think much more significant than they expected, that shows this title wave of $1 trillion of spending and it's coming to the rest of tech. >> to your point we talked about whirlpool and harley davidson and looking at these mid-level consumer stocks in the middle class is struggling and there is a big gap and a market have and have not and ai is a habit and anything related to middle class could ultimate lee -- altar is down 21% since april 1. >> without quest
>> you are bullish tonight and i am making a real point with microsoft, alphabet and it will be good. >> tonight the knicks will win and tech earnings will be strong and i think eventually what you will see is that this is the pound the table moment where they show the modernization here and not hype and that is why when it talks everyone listens. >> is there something they have to say like a strong demand for chatgpt? >> what do they have to say about the future to make...
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Apr 26, 2024
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that's amazon, google, microsoft, meta. i think the rest are going to be very difficult there will be room for ai players in verticals like health care and retail that we think, again, the companies that have that data and have that user, it's really hard to train, to effectively run these systems, so it's going to be very, very difficult for the others to survive. so the question is, what happens to oracle? they're on the cut line. i think they'll benefit, but there's others that will -- may not. weigh what's going to happen to ibm? are they in that same situation i'm talking about in the big four and the answer is no. >> right we know the one key beneficiary, i don't believe you cover nvidia but that stock up another almost 5% this morning. >> absolutely. they're the number one from every piece of work we do, everyone is spending on nvidia and again, this is hard to have these conversations with our clients right now, as a software analyst, you know, i feel like i'm -- i'm on aisle 4 mopping up a spilled milk everyone wan
that's amazon, google, microsoft, meta. i think the rest are going to be very difficult there will be room for ai players in verticals like health care and retail that we think, again, the companies that have that data and have that user, it's really hard to train, to effectively run these systems, so it's going to be very, very difficult for the others to survive. so the question is, what happens to oracle? they're on the cut line. i think they'll benefit, but there's others that will -- may...
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Apr 25, 2024
04/24
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intel, microsoft, alpha that bet, gang's all here. they are set to report. we have laura martin on next to preview the google parent's numbers. don't go away. ♪ students... students of any age, from anywhere. using our technology to power different ways of learning. so when minds grow, opportunities follow. ♪ if you spit blood when you brush, it could be the start of a domino effect. new parodontax active gum repair breath freshener. clinically proven to help reverse the four signs of early gum disease. a new toothpaste from parodontax, the gum experts. it's odd how in an instant things can transform. slipping out of balance into freefall. (the stock market is now down 23%). this is happening people. where there are so few certainties... (laughing) look around you. you deserve to know. as we navigate a future unknown. i'm glad i found stability amidst it all. gold. standing the test of time. during my entire life i have been somewhat of an outdoors person. golf, gardening around here. how can i stay out of the sun? so about two years ago i was diagnosed
intel, microsoft, alpha that bet, gang's all here. they are set to report. we have laura martin on next to preview the google parent's numbers. don't go away. ♪ students... students of any age, from anywhere. using our technology to power different ways of learning. so when minds grow, opportunities follow. ♪ if you spit blood when you brush, it could be the start of a domino effect. new parodontax active gum repair breath freshener. clinically proven to help reverse the four signs of early...
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Apr 20, 2024
04/24
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, launch it from a small startup company in 1983 to an award-winning tech firm that was acquired by microsoft in 2001. he will be moderating the conversation with software pioneer marc andreessen come the brilliant mind behind netscape, a true trailblazer. today marc will dive into fasten world of artificial intelligence. his take ai isn't just sci-fi, it's a reality and is here to supercharge our lives. actually a i wrote that the kite by staff right one but it went on to chatgpt and say how should i introduce marc andreessen to the group of governors? its console serving as how comes back, its first mistake was a one would you say that ai, marc andreessen believes that ai is here to save our world. but that was coming from ai so it's a little suspect. but nevertheless, we could not have a more thoughtful leader in this area to help make sure that we as governors are up to speed with what we should know them both from the state services perspective but also from the broader cultural, political, economic perspective. without further ado please join me in welcoming governor doug burgum and mar
, launch it from a small startup company in 1983 to an award-winning tech firm that was acquired by microsoft in 2001. he will be moderating the conversation with software pioneer marc andreessen come the brilliant mind behind netscape, a true trailblazer. today marc will dive into fasten world of artificial intelligence. his take ai isn't just sci-fi, it's a reality and is here to supercharge our lives. actually a i wrote that the kite by staff right one but it went on to chatgpt and say how...
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Apr 25, 2024
04/24
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microsoft and google reporting after the bell. those are pretty significant declines in the idea is we are worried on the back of meda's earnings, that all of this spend on ai infrastructure is not bringing some big boom in generative ai driven sales growth. actual software products that people use and companies make money from. this is bloomberg technology. ♪ (upbeat music) there's more to business than the business you're in. if you use data, that's the privacy business. manufacturing on demand? you're talking cloud business. got a few million hyper-connected customers? digital experience business. that was fast. that's where deloitte comes in. with the right combination of talent and technology to help advance and connect all that it takes to excel in business ... to the business i'm in. deloitte. starting a business is never easy, but starting it eight months pregnant.. that's a different story. i couldn't slow down. we were starting a business from the ground up. people were showing up left and right. and so did our busines
microsoft and google reporting after the bell. those are pretty significant declines in the idea is we are worried on the back of meda's earnings, that all of this spend on ai infrastructure is not bringing some big boom in generative ai driven sales growth. actual software products that people use and companies make money from. this is bloomberg technology. ♪ (upbeat music) there's more to business than the business you're in. if you use data, that's the privacy business. manufacturing on...
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Apr 25, 2024
04/24
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to microsoft partnership but with openai, the creator of chat gbd. and together, they should go some way through restoring confidence in the tech sector which was shaken wednesday after meda's stock fell after its earnings report and the market was rattled by slowing us gdp and stubborn inflation. let's stay in the us where the latest data show its economy grew at its slowest pace in nearly two years in the first three months of the year. traditional demand is what led to the lower forecast. let's stay in the us where the latest data show its economy grew at its slowest pace in nearly two years in the first three months of the year. the personal consumption expenditures price index, which is a key indication of inflation — rose 3.4% for the quarter. investors are now trimming their expectations that the federal reserve will cut rates before september. as we've been reporting on newsday, us secretary of state is meeting chinese officials on a three—day trip. tensions over economic ties have been a flash point between washington and beijing. antony
to microsoft partnership but with openai, the creator of chat gbd. and together, they should go some way through restoring confidence in the tech sector which was shaken wednesday after meda's stock fell after its earnings report and the market was rattled by slowing us gdp and stubborn inflation. let's stay in the us where the latest data show its economy grew at its slowest pace in nearly two years in the first three months of the year. traditional demand is what led to the lower forecast....
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Apr 25, 2024
04/24
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master's degree and the results were published, the results had performance showing, okay, for ibm, for microsoft and then later on for amazon. these systems work better on men's faces versus women's faces on a lighter faces versus darker faces. and then we did a little intersectional analysis. so extremely we saw that it didn't work as well on the faces of dark skinned women like me. and so when i observed that from the data, i wanted to move from performance metrics, performance arts to actually humanize what it means to, see those types of labels. and that's what led to a i tired woman. at first i thought it would be an explainer video like i've done with other projects. and then i was talking to a friend and they said, can you describe what it felt like. and as i started to describe it. he said that, sounds like a poem. so the next morning i woke up with these words in my head, my heart smiles as i bask in their legacies, knowing their have altered many destinies in her eyes. i see my mother's poise in her face. i glimpse of my aunt's grace. i was like, oh, was happening right. so i can't. i
master's degree and the results were published, the results had performance showing, okay, for ibm, for microsoft and then later on for amazon. these systems work better on men's faces versus women's faces on a lighter faces versus darker faces. and then we did a little intersectional analysis. so extremely we saw that it didn't work as well on the faces of dark skinned women like me. and so when i observed that from the data, i wanted to move from performance metrics, performance arts to...
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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 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 26, 2024
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alphabet microsoft deliver
alphabet microsoft deliver
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Apr 23, 2024
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microsoft, alphabet on thursday. i'll be speaking to alphabet's president on those earnings on thursday. now, meta, microsoft, alphabet will be more of an a.i. story to show if they're actually starting to make money from this new technology and not just all hype. kelly: yeah. we're going to see, susan, if tesla's able to retain its status as a mag 7 or if we're going to go down to a mag 6 later today. thank you, super, appreciate it. >>> okay. and you can see some profiles of some of tech's richest people all this week on fox nation. who is jeff bezos debuts today, who is mark zuckerberg tomorrow, and who is elon musk is streaming now. that can be found only on fox nation. >>> okay. well, a massive jump today in new home sales showing cracks in the housing market tundra. the superstar real estate duo jen and dolly lenz are here to tell us if they see the high-rate ice jam about to break in that frozen-over housing market. ticker iyr up nearly 12% over 6 months. "the claman countdown" coming right back. ♪ ♪ after
microsoft, alphabet on thursday. i'll be speaking to alphabet's president on those earnings on thursday. now, meta, microsoft, alphabet will be more of an a.i. story to show if they're actually starting to make money from this new technology and not just all hype. kelly: yeah. we're going to see, susan, if tesla's able to retain its status as a mag 7 or if we're going to go down to a mag 6 later today. thank you, super, appreciate it. >>> okay. and you can see some profiles of some of...
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Apr 26, 2024
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david: what's happening with microsoft is extraordinary today. look at that and it's up -- these are the specific stocks that are taking advantage. lauren: 5% gains for super micro-and googles market cap $2.1 trillion after alpha get reported stellar earning ands nvidia is $2.1 trillion and this ai spend asking moving the two tech giants neck and neck to who can become a $3 trillion company behind microsoft. david: it is a revolution to the 1980s and seeing this technological revolution taking place and people are making money opportunistic it right now. thank you, lauren. the supreme court justices are meeting again to discuss the next steps in donald trump's immunity case. david spunt joining me now. what's the latest there? >> hi, david. they're meeting mind closed doors today for the weekly conference to formally discuss this big case yesterday. case that puts them square in the middle of the 2024 presidential election. former president trump of course as we know charged with attempting 20 overturn the results of that 2020 presidential electi
david: what's happening with microsoft is extraordinary today. look at that and it's up -- these are the specific stocks that are taking advantage. lauren: 5% gains for super micro-and googles market cap $2.1 trillion after alpha get reported stellar earning ands nvidia is $2.1 trillion and this ai spend asking moving the two tech giants neck and neck to who can become a $3 trillion company behind microsoft. david: it is a revolution to the 1980s and seeing this technological revolution taking...
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Apr 25, 2024
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can alphabet compete with the big boys, microsoft and aws? tom: breaking down the detail on the meta-story and investor disappointment around spending plans, setting us up for a big day of tech earnings. ai unicorns. a new generation of ai avatars. a ceo joins me for an exclusive conversation. later, eight a ceo joins me as they report revenue. we have interviews on gas and oil prices as well. stay with us. this is bloomberg. ♪ tom: welcome back to bloomberg daybreak: europe. ai unicorns and thieves yet is -- synthesia says so card -- so-called expressive avatars can react emotionally to what they are required to say resulting in more humanlike digital twins. the company saw the valuation hit $1 billion last year when it raised $90 million in funding. joining me is victor, the ceo. good morning and thanks for joining us. a major upgrade for you and the business. what are the use cases for this and what have clients said so far? it is early but what does this tell us about the ambitions of synthesia? >> what we are seeing so far, for the las
can alphabet compete with the big boys, microsoft and aws? tom: breaking down the detail on the meta-story and investor disappointment around spending plans, setting us up for a big day of tech earnings. ai unicorns. a new generation of ai avatars. a ceo joins me for an exclusive conversation. later, eight a ceo joins me as they report revenue. we have interviews on gas and oil prices as well. stay with us. this is bloomberg. ♪ tom: welcome back to bloomberg daybreak: europe. ai unicorns and...
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Apr 26, 2024
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microsoft didn't close on the highs. a lot of stuff gave back a little bit of ground those are great headlines. next week we've got a fed meeting, a payroll number on friday, a lot of dynamics for the macro that i think could change how good everybody feems. where were we last friday? >> you see a pullback in the markets. you see a pullback in nvidia but you see rates going higher, you still buy nvidia >> yes, i think ultimately -- and there is a bid below nvidia less than there is a bid -- it's got more of a bid to it on a dip than the market does right here. >> i think the market is going to pull back i'm staying with i think we're going to test that 200 day which is 4690 in the s&p very rarely do you tap the 50 and then not go through the 100, down to the 200 to test the 200. i feel as if -- i've been positive on the market i feel as if even the bulls would like a status check on the market because i'm not saying this is going to be a long-term test, i think we're going to test it and rebound. >> it was a little bit s
microsoft didn't close on the highs. a lot of stuff gave back a little bit of ground those are great headlines. next week we've got a fed meeting, a payroll number on friday, a lot of dynamics for the macro that i think could change how good everybody feems. where were we last friday? >> you see a pullback in the markets. you see a pullback in nvidia but you see rates going higher, you still buy nvidia >> yes, i think ultimately -- and there is a bid below nvidia less than there is...
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tyler, golly, microsoft, they're spending the cash. but, you know, so is pet that. meta's getting punished for it, microsoft being rewarded for it. what's that all about? >> well, i think the main difference is microsoft has a proven if track record in spending cap-x, right? they weren't trying to do the met verse, they have great distributioned models to sell these services to enterprise companies. we view cap-x as a signal of strength, as a signal of future a.i. demand. so we're thinking they might spend $70 billion next year on cap-x, maybe 80 if things really take off. charles: wow. how are you going to -- they going to buy back their stock if that i do that? [laughter] -- if they do that? charles: we had a screen up a moment ago while you were talking, and it's just sort of amazing in my mind because, listen, we want these companies to invest the sort of money, cap-x, but this is the copse traited s&p 500 cap-x, and you can see just the top 10 companies, 29 of the s&p, you know, cap-x, 54% of r&d. it's like, you know, i love entrepreneurship, i lo to see someon
tyler, golly, microsoft, they're spending the cash. but, you know, so is pet that. meta's getting punished for it, microsoft being rewarded for it. what's that all about? >> well, i think the main difference is microsoft has a proven if track record in spending cap-x, right? they weren't trying to do the met verse, they have great distributioned models to sell these services to enterprise companies. we view cap-x as a signal of strength, as a signal of future a.i. demand. so we're...
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Apr 25, 2024
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steve kovach at microsoft. we'll start with deirdre bosa. >> i've been listening to your conversations intently zuckerberg raising these concerns over gen a.i. that applies for google as well revenue contribution is still unclear, but for google it is expected to show up in the cloud. continues to spend bill, warning that capex spend will be larger. how does sundar pichai protect search ads while embracing gen a.i. and chatbots? look to core search advertising numbers. the advertising numbers were lower than expected and some thought, uh-oh, gen a.i. is pulling away from search google, too, needs a new ceo they still don't have one. potentially an announcement tonight. we'll be listening maybe a small chance of this, some are looking tonight for a dividend especially after meta sur surprised markets by issuing one that could offset some concerns around spending. it has withheld for a long time. >> jim, what are you expecting you're a shareholder >> i am not expecting a reaction in either. the multiple different
steve kovach at microsoft. we'll start with deirdre bosa. >> i've been listening to your conversations intently zuckerberg raising these concerns over gen a.i. that applies for google as well revenue contribution is still unclear, but for google it is expected to show up in the cloud. continues to spend bill, warning that capex spend will be larger. how does sundar pichai protect search ads while embracing gen a.i. and chatbots? look to core search advertising numbers. the advertising...
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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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azure the cloud product for microsoft of 32%. ai creating demand. intel, down 11.3%, the worst day since april 2020. they aren't able to get in on the ai craze like some other companies. certainly not nvidia. the outlook is disappointing and that company is down sharply. katie: let's look at the tech 100 fund. we were talking about funds that provide access for retail traders to get to some of those private tech companies. look at what it is doing now. it is down over 20% today. the stock is trading near $18 per share. it was just below $100 earlier this month. we have the yen that got weaker, 157 against the u.s. dollar. we heard from the bank of japan that they kept their rates unchanged.as a result you can see the yen flirting with 30 plus year lows against the dollar. we will follow that a speculation about intervention heats up. fillin up the seats and the coffers at carnegie hall. our interview with the carnegie hall executive and artistic director. that is next. this is bloomberg. ♪ (traffic noises) (♪♪) the road to opportunity. is ofte
azure the cloud product for microsoft of 32%. ai creating demand. intel, down 11.3%, the worst day since april 2020. they aren't able to get in on the ai craze like some other companies. certainly not nvidia. the outlook is disappointing and that company is down sharply. katie: let's look at the tech 100 fund. we were talking about funds that provide access for retail traders to get to some of those private tech companies. look at what it is doing now. it is down over 20% today. the stock is...
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Apr 25, 2024
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for microsoft, it's actually all about amazon. is microsoft's a.i. so good it can take market share from amazon's cloud which is the a a ws? microsoft cloud, azure, is expected to grow by 29%. david: adam, you've pot some thoughts. >> look at the screen right now. alphabet is down 4.3%, microsoft is down 4.3 -- david: exactly the same. >> remember we were talking about algorithms? that's them at work. that's not individual investors saying, oh, need to sell because meta was so terrible. no, that's the algos shorting stocks to push the market down. david: you got a couple of stocks for us beginning with salesforce. >> yeah. i love best in breed companies. salesforce number one in customer relationship management. the stock is down, oh, what, 15 because there was talk of their being a company. people didn't like that because salesforce has been on a quest to improve margins. if you remember over the past year and a half, there have been a number of activist investors who have come in and said you've got to improve profitability. they've done that. if t
for microsoft, it's actually all about amazon. is microsoft's a.i. so good it can take market share from amazon's cloud which is the a a ws? microsoft cloud, azure, is expected to grow by 29%. david: adam, you've pot some thoughts. >> look at the screen right now. alphabet is down 4.3%, microsoft is down 4.3 -- david: exactly the same. >> remember we were talking about algorithms? that's them at work. that's not individual investors saying, oh, need to sell because meta was so...
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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 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 22, 2024
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>> microsoft is our largest. the reason why we like that company is the fact that it's so entrenched in our day-to-day lives in terms of enterprise, and just the consistency and the defensiveness of the business, so while valuations are elevated for a name like microsoft, we think the premiums that investors are paying for it is reasonable. >> the idea of -- i'll take you back let's say, i don't know, six months, four months. let's go four months. the idea of lower interest rates at some point this year, how much do you think that had to do, if at all, with the run we saw in the megacap names and then if i take that off the table from you, what is it going to mean for the next six months, let's say? >> fair question. you know, we were noncon sen us in terms of the interest rate outlook. we thought the fed was not going to do what the market expected in terms of a percentage cut in rates. we were thinking one or two rate cuts this year. we think honestly earnings growth is going to be more important than whether t
>> microsoft is our largest. the reason why we like that company is the fact that it's so entrenched in our day-to-day lives in terms of enterprise, and just the consistency and the defensiveness of the business, so while valuations are elevated for a name like microsoft, we think the premiums that investors are paying for it is reasonable. >> the idea of -- i'll take you back let's say, i don't know, six months, four months. let's go four months. the idea of lower interest rates at...