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Apr 26, 2024
04/24
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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 20, 2024
04/24
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. >> other companies including microsoft, off about, amazon and also meta, what you watching. >> microsoft is the biggest company in the world right now so the big question to maintain the earnings momentum that got it there investors are good be looking for an uptake on the new copilot a.i. software. >> what is the news there. >> meta is up 35% for the year and concerns for the margins and speaking of a.i. this packs week they launched a meta a.i. chabad and head-to-head with the chat box with openai, google and microsoft. sean.jack: only good news and te shiny thing in the market is called. >> the metal gold is one of the better asset classes up 15% hit $24 an ounce and why attire is tougher to determine normally when you have higher market interest rates in the u.s. like you had this year gold goes lower but it goes higher and you had redemption from some of the big u.s. gold etf's like the spider gold trust, the gld, what seems to be happening you see stronger demand from outside of the united states the central banks are buying including china as well as asian investors and people may
. >> other companies including microsoft, off about, amazon and also meta, what you watching. >> microsoft is the biggest company in the world right now so the big question to maintain the earnings momentum that got it there investors are good be looking for an uptake on the new copilot a.i. software. >> what is the news there. >> meta is up 35% for the year and concerns for the margins and speaking of a.i. this packs week they launched a meta a.i. chabad and...
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Apr 26, 2024
04/24
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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 23, 2024
04/24
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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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>> if you look at microsoft and google, it is a two tear type of solution. ai is very prominent for example in large companies which i was talking to a fortune 25 company and they are all in, they've got a big organization, seeing it as a way to offset wages, improve efficiency in dealing with the consumer, the middle market companies i deal with, they can talk about it, they don't have the resources, they don't have the understanding or capability so you're saying a bifurcated approach, ai will be more successful than the ev program for sure because it is dealing with large corporations rather than consumers saying i am pretty happy with my internal combustion engine, about 300 million automobiles on the road, the average age of the auto industry is 12.6 years so they are saying no thank you, we are staying with. ibly10 so you see basically big large companies benefit the most from ai first and then trickle down there. bob and gary, thanks for the conversation, got to leave it there. china's president xi xinping issuing a warning while meeting with antony b
>> if you look at microsoft and google, it is a two tear type of solution. ai is very prominent for example in large companies which i was talking to a fortune 25 company and they are all in, they've got a big organization, seeing it as a way to offset wages, improve efficiency in dealing with the consumer, the middle market companies i deal with, they can talk about it, they don't have the resources, they don't have the understanding or capability so you're saying a bifurcated approach,...
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Apr 22, 2024
04/24
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. >> it was microsoft first who had real talks. oracle was just taking data, it fell apart t wasn't a pure buyout. microsoft was actually going to buy it then. that was the talks and it fell apart. so we've been discussing this for how many years? this story never goes away. liz: steve mnuchin may want to get in there. >> i put him lower on the list. liz: we shall see. >> based on the money. liz: closing bell four minutes away, starting off the week with green on the screen. nice market rally here. look at the dow 256 off the highs of the session. you add 200 points it feigned on friday, not a bad doubleday move. s&p up 43. that is exactly the amount it lost on friday. nasdaq is seeing a 166 point gain. it is the biggest winner, up more than 1% at the moment, followed by the russell 19 points, just under 1%. look at gold, today, today it is falling $69 per troy ounce as fears the conflict in the middle east would escalate over the weekend have subsided at least for the moment but after multiple fresh all-time records the precious m
. >> it was microsoft first who had real talks. oracle was just taking data, it fell apart t wasn't a pure buyout. microsoft was actually going to buy it then. that was the talks and it fell apart. so we've been discussing this for how many years? this story never goes away. liz: steve mnuchin may want to get in there. >> i put him lower on the list. liz: we shall see. >> based on the money. liz: closing bell four minutes away, starting off the week with green on the screen....
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Apr 26, 2024
04/24
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news was fantastic, we on both microsoft the 12 best ideas portfolio. we're very pleased with what they deliver, we think were just getting started early innings in the a.i. race. maria: yesterday we saw the obvious slowdown that you're referring to, we had gdp at 1.6%, compare that to the quarter before at two plus% in the quarter before the at 4.9% you talking about gdp going from 4.1% from or .6% in a couple of quarters. even though the macro story is slowing you will see outsize growth from big tech. >> infected a slowing economic environment you want to own companies that have reliable earnings growth. if you take a company like service now that reported this week up over 24% that's what i want to own in a slowing environment but what was more troubling some of the gdp slowdown was inventory subtracting and trade about 1.3%, we are slowing and what was more troubling the quarter pce of 3.7%. that should be what we will see today with the pce numbers. nobody wants to see slowing economic growth and rising inflation. maria: inflation has been persist
news was fantastic, we on both microsoft the 12 best ideas portfolio. we're very pleased with what they deliver, we think were just getting started early innings in the a.i. race. maria: yesterday we saw the obvious slowdown that you're referring to, we had gdp at 1.6%, compare that to the quarter before at two plus% in the quarter before the at 4.9% you talking about gdp going from 4.1% from or .6% in a couple of quarters. even though the macro story is slowing you will see outsize growth from...
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Apr 26, 2024
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nvidia up 4%, microsoft up to into thirds. stuart: roku selling off after what? lauren: that they are pushing ad supported tears, what disney plus is about to do, taking from their business. they reported 14% jump in subscribers, a narrower loss overshadowed by that warning, stocked on 8. 5%. the first round of the nfl draft was last night at nike signed 20 rookies, more than have selected last night in detroit including jamie daniels. david: that ain't cheap but you spend money and make money. most taxpayers have to pay hundreds or thousands more each year of president biden left trump era tax cuts expire. house republicans are forming tax teams to figure out a way to save americans money. grady trimble has that story and biden is set to announce another $6 billion in aid to ukraine on top of the $60 billion the white house just approved. when will that be enough and how are we accounting for it all? for all? congressman byron donald's deals with that next. to me, harlem is home. but home is also your body. i asked myself, why doesn't pilates exist in harlem? so
nvidia up 4%, microsoft up to into thirds. stuart: roku selling off after what? lauren: that they are pushing ad supported tears, what disney plus is about to do, taking from their business. they reported 14% jump in subscribers, a narrower loss overshadowed by that warning, stocked on 8. 5%. the first round of the nfl draft was last night at nike signed 20 rookies, more than have selected last night in detroit including jamie daniels. david: that ain't cheap but you spend money and make money....
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Apr 23, 2024
04/24
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chesler tonight, meta-tomorrow, microsoft thursday. i will speak to alphabet's president on the earnings thursday. i would say the meta-microsoft, ai story, if they are starting to make money from this new technology. edward: when elon talks everyone listens. the main smart phone is getting a lot of love in china. the senate could vote as early as today on $95 billion aid package for israel, ukraine and taiwan following every twist and turn. ozempic teen, follow what's going on now. >> reporter: they are working on the foreign aid plan. the senate passed an earlier version of the bill two months ago with 70 yeas. there will be a smaller vote count today or tomorrow. >> the time has come to finish the job, to help our friends abroad once and for all. to push the supplemental today as expeditiously as possible, send our friends abroad the aid they've been waiting for. >> reporter: there is skepticism about aiding ukraine. j d vance of ohio has been outspoken. mitch mcconnell has pushed for months to win money for ukraine. mcconnell lectu
chesler tonight, meta-tomorrow, microsoft thursday. i will speak to alphabet's president on the earnings thursday. i would say the meta-microsoft, ai story, if they are starting to make money from this new technology. edward: when elon talks everyone listens. the main smart phone is getting a lot of love in china. the senate could vote as early as today on $95 billion aid package for israel, ukraine and taiwan following every twist and turn. ozempic teen, follow what's going on now. >>...
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Apr 23, 2024
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i've got microsoft, bottom of the screen. verizon, morgan, honeywell, or walt disney on the big board, dow winners. the s&p 500, kimberly, quest dying nottistics, globe -- diagnostics. the nasdaq, any big names there? no. datadog. fascinating company. illumina. advance ad micro devices and meta. on that list, it's up 1.6%. the 10-year treasury, the yield up, 4.65. the price of gold, down $20, $2326. bitcoin, $66,000 a coin. the price of oil, is it going to break with below $80? not yet, it's at 81.45 as we speak. >>> coming up, gen-zers are ditching college for trade schools. why? [laughter] well, maybe they don't like going for an expensive 4-year college degree. but i'm going to ask the chief executive at a trade school what's going on in his business. he's coming up later in the show. the supreme court appeared divided over a ban on homeless encampments. if the court struck down the right to camp in public parks, would seattle actually move people? our seattle guy, jason rantz, gets into that. aoc calling anti-israel prote
i've got microsoft, bottom of the screen. verizon, morgan, honeywell, or walt disney on the big board, dow winners. the s&p 500, kimberly, quest dying nottistics, globe -- diagnostics. the nasdaq, any big names there? no. datadog. fascinating company. illumina. advance ad micro devices and meta. on that list, it's up 1.6%. the 10-year treasury, the yield up, 4.65. the price of gold, down $20, $2326. bitcoin, $66,000 a coin. the price of oil, is it going to break with below $80? not yet,...
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Apr 22, 2024
04/24
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maria: big tech is on deck, tesla, microsoft , google, meta on track this week. phil orlando has expectations coming up and we'll talk about 2024 investing. at 7:00 a.m., mike huckabee is here along with monica crowley and liz peek will join as well. don't miss that. you're watching "mornings with maria" live on fox business. we'll be right back. ♪ with gold and copper prices pushing towards all-time highs, u.s. gold corp is advancing its environmentally friendly gold and copper mining project and creating american jobs in mining friendly wyoming. with a proven management team and board, a tight share structure, and a solid cash balance, u.s. gold's portfolio of world-class assets are creating american growth and homegrown strategic metals as the us moves towards an electrified future. u.s. gold corp. trika fishing rods are the rebirth of the fishing rod industry. our carbon fiber reel seat, grips and ekkochamber technology, makes our rods twice as sensitive as high-end competitors. for more details, go to trika.com. maria: welcome back. take a look at futures
maria: big tech is on deck, tesla, microsoft , google, meta on track this week. phil orlando has expectations coming up and we'll talk about 2024 investing. at 7:00 a.m., mike huckabee is here along with monica crowley and liz peek will join as well. don't miss that. you're watching "mornings with maria" live on fox business. we'll be right back. ♪ with gold and copper prices pushing towards all-time highs, u.s. gold corp is advancing its environmentally friendly gold and copper...
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Apr 25, 2024
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results but weak guidance on the revenue outlook, the stock is down 13% we are previewing alphabet microsoft coming out "after the bell" tonight, the stocks are but were going into the numbers. investors watching the economic story, will get the first rita first quarter gdp this morning at 8:30 a.m. eastern ahead of the march pc index out tomorrow. the expectation call for gains and growth. european markets are mixed, take a look at the eurozone, up 52 but the cac 40 down 47 and ask index in germany lower by 110, and asia amick story as you can see the big mover, japan down better than 2%, korea one and three quarters percent, china was higher. protest growing on college campuses across the country each state deals with out-of-control demonstrations differently as the white house stays tightlipped on responding. president biden signing into law the bill to advance a national ban on tiktok, we will still campaign using the tiktok at as new polls show president trump's lead over biden is growing six of seven key swing states. joy to the conversation all morning long wealth partner mark tepper,
results but weak guidance on the revenue outlook, the stock is down 13% we are previewing alphabet microsoft coming out "after the bell" tonight, the stocks are but were going into the numbers. investors watching the economic story, will get the first rita first quarter gdp this morning at 8:30 a.m. eastern ahead of the march pc index out tomorrow. the expectation call for gains and growth. european markets are mixed, take a look at the eurozone, up 52 but the cac 40 down 47 and ask...
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Apr 24, 2024
04/24
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we do have apple, microsoft and meta on the upside, alphabet and amazon on the downside. the 10 year treasury yield had been going up, still going up, 4. 65% as we speak. now this. now this. the case for banning tiktok is strong, the chinese communist party, a portal into 170 million american users. congress has taken action. cell tiktok within a year or it will be banned. don't hold your breath. china's government does not want to sell it. they've that classified all important algorithm as sensitive technology which means official approval for any sale outside china. they can and will say don't sell. there is the inevitable lawsuit, tiktok will say a for sale is a violation of its users first amendment rights. the government cannot ban a form of communication, politics will come into this. tiktok is popular, with younger people. young voters are not likely to be impressed with national security arguments, they know what they like and where to keep it. fairness comes into it too. countless businesses based on tiktok because it works best for them. they've got a killer alg
we do have apple, microsoft and meta on the upside, alphabet and amazon on the downside. the 10 year treasury yield had been going up, still going up, 4. 65% as we speak. now this. now this. the case for banning tiktok is strong, the chinese communist party, a portal into 170 million american users. congress has taken action. cell tiktok within a year or it will be banned. don't hold your breath. china's government does not want to sell it. they've that classified all important algorithm as...
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Apr 23, 2024
04/24
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we have the preview, more big tech coming up, meta, google, microsoft all out with quarterly numbers this week investors watching the inflation story the first read of gdp is out on thursday and the march pc index is out on friday, likely market movers coming up later in the week. european markets are higher as well, fractional gains across-the-board. s&p 126, cac 4029 and dax index higher by 22. in asia a mixed story, take a look the best performer was hong kong, hang seng up almost 2%. the university protest and growing across the country students occupying the top institutions turning campus and a detent cities and encampment lawns. columbia university president facing calls to resign for members on capitol hill, the very latest coming up. day two of president trump's hush money trial george washington professor jonathan turley calling in embarrassment for the manhattan da in america is a former president has a victory in the tisha james fraud case with a 175 billion-dollar bond being upheld. joy to the conversation all morning long strategic wealth partner mark tepper, gop strate
we have the preview, more big tech coming up, meta, google, microsoft all out with quarterly numbers this week investors watching the inflation story the first read of gdp is out on thursday and the march pc index is out on friday, likely market movers coming up later in the week. european markets are higher as well, fractional gains across-the-board. s&p 126, cac 4029 and dax index higher by 22. in asia a mixed story, take a look the best performer was hong kong, hang seng up almost 2%....
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Apr 24, 2024
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reporting before the open earnings from big tech began tonight with meta out "after the bell" alphabet, microsoft reporting tomorrow, tesla on the move, after profits wound and ev news, all that coming out, europeans are higher, take a look at the year's only gains across the board. in asia overnight also move it across the board secretary of state anthony blinken arriving in shanghai for three day trip, the asian embassies higher, house speaker mike johnson in new york today to meet with jewish students at columbia university campus, protest still underway even faculty of columbia have joined into the protest. president trump blaming the nationwide protest on president biden who by the way gets to ride the campaign trail all week as true battles a gag order in a manhattan courtroom, joining to the conversation politics cofounder hannah cox back with us, the boosting global opinion writer and editorial board writer and bullseye american ingenuity fund manager adam johnson, "mornings with maria" is live right now ♪ ♪. maria: it's time for the hot topic of hour protest of columbia university ha
reporting before the open earnings from big tech began tonight with meta out "after the bell" alphabet, microsoft reporting tomorrow, tesla on the move, after profits wound and ev news, all that coming out, europeans are higher, take a look at the year's only gains across the board. in asia overnight also move it across the board secretary of state anthony blinken arriving in shanghai for three day trip, the asian embassies higher, house speaker mike johnson in new york today to meet...
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Apr 22, 2024
04/24
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this week we've got earnings from big tech, tesla, microsoft, tesla cut prices on three models in the u.s. $2,000 cut from respective price tags, cut, price tags, chris. your thoughts on the tech titans reporting this week. >> it's interesting. i don't think verizon matters very much. you look at the mega caps will tell us what a's happening. we think investors are looking for reasons to take gains off the table. the first quarter was -- it was good news because t the market s broadening out. q1 this year, it was 11th best quarter since 1960 which is wonderful. that's great news. if you look at how they performed, it was not tech the. tech did great in the fourth quarter last year. it was actually 12 out of 12 in the first quarter this year which i think bodes well. i think the whole story, the whole secret sauce is in netflix. double beat, and still we saw 10% kickback. people are expecting a little bit of giveback and again if you look back at the first quarter, the last time this happened, the average rate of return over the next three quarters was 8%. that would mean a 20% year in
this week we've got earnings from big tech, tesla, microsoft, tesla cut prices on three models in the u.s. $2,000 cut from respective price tags, cut, price tags, chris. your thoughts on the tech titans reporting this week. >> it's interesting. i don't think verizon matters very much. you look at the mega caps will tell us what a's happening. we think investors are looking for reasons to take gains off the table. the first quarter was -- it was good news because t the market s broadening...
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Apr 19, 2024
04/24
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look at big tech, microsoft, alphabet, apple, meta, amazon, they are all a down. let's take a closer looked at a apple, because their relationship with china looks to be kind of strained. what is china ordering apple to do? it's a big deal, isn't it? lauren: their cyberspace administration is asking apple to remove whatsapp and threads. those are owned by meta, another major company. china wants them to remove those apps from the chinese app store because of national security concerns. okay. the "wall street journal" say, well, it's because of political content that is criticalling of the chinese president. apple has this very complicated relationship with china, right? it's a huge market for them. and now that complicated relationship just involved meta. stuart: is and it's taken apple's stock down to $is -- 165. lauren: and meta if down 1%. stuart: some of the earnings reports that came out earlier this morning, procter & gamble. lauren: it's a dow stock. it's down about 2%. they had sales of just over $20 billion, slight miss, but volume was good. they make pan
look at big tech, microsoft, alphabet, apple, meta, amazon, they are all a down. let's take a closer looked at a apple, because their relationship with china looks to be kind of strained. what is china ordering apple to do? it's a big deal, isn't it? lauren: their cyberspace administration is asking apple to remove whatsapp and threads. those are owned by meta, another major company. china wants them to remove those apps from the chinese app store because of national security concerns. okay....
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Apr 24, 2024
04/24
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earnings begin tonight meta after the close tonight and then alphabet and microsoft reporting tomorrow after the close take a look at the stocks up across the board this morning boosted the nasdaq, er joel shulman great to see you do you see the euphoria around tech etf's what is your reaction to all of this. >> this week the last week was a tough week in tech and overall the markets, this is a big week, 25% of the russell 1000 road coming out in the next 24 hours and we had tesla this morning, after hours yesterday so it's way up in announcements i think it would be the big winner is looking strong premarket, the earnings dominate a lot of people might not realize they have 3.6 billion customers around the world, 77% of all the internet users use a made up application. so they are well-positioned long-term and all the magnificent seven i think it's a mag six and tesla for 41% so far this year and apple is also brought down the mag seven so those two stocks of tesla and apple brought down 2% of the russell 1000 growth of the others are fine and we see a lot of companies from elsewhere
earnings begin tonight meta after the close tonight and then alphabet and microsoft reporting tomorrow after the close take a look at the stocks up across the board this morning boosted the nasdaq, er joel shulman great to see you do you see the euphoria around tech etf's what is your reaction to all of this. >> this week the last week was a tough week in tech and overall the markets, this is a big week, 25% of the russell 1000 road coming out in the next 24 hours and we had tesla this...
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Apr 19, 2024
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microsoft at 402, ouch. in danger of dropping below 400. alphabet, apple, apple at 165 and amazon 176 and meta well below $500 a share. 10-year treasury yield. not doing that much, but it is 4.62%. now this, it's hard to understand why students at our elite universities find hamas and iran attractive. both vigorously deny the most basic human rights yet at these demonstrations you see young women screaming support for the mullahs and murderous hamas leadership. meanwhile in iran, the morality police began a new crackdown on saturday aimed at women not wearing the hi hijab. they're arrested and reportedly sexually abused. is that what these women want? how can they support a regime that aggressively suppresses women? i saw a sign that read gays for hamas. i thought it must be a joke because it's so bizarre. homosexuality is not allowed in most muslim societies and it's a crime in gaza. don't the demonstrators know who or what they're supporting? apparently not. maybe it's wishful ignorance. maybe it's group think. very much in fashion these
microsoft at 402, ouch. in danger of dropping below 400. alphabet, apple, apple at 165 and amazon 176 and meta well below $500 a share. 10-year treasury yield. not doing that much, but it is 4.62%. now this, it's hard to understand why students at our elite universities find hamas and iran attractive. both vigorously deny the most basic human rights yet at these demonstrations you see young women screaming support for the mullahs and murderous hamas leadership. meanwhile in iran, the morality...
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Apr 24, 2024
04/24
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alphabet and microsoft tomorrow night after the close, adam. how would you assess earnings and what are you expecting? >> i lake what i'm seeing so far. i'll tell you why. the estimates for the current quarter that we're in are calling for growth of about 3%. 3%, that's not great. well, that's absolutely right. that's because the estimates are generally too low. the past two quarters we've seen an average beat rate of 7%. that gets you to 1 10%. i think we'll see that accelerate because gdp is very strong and we have near record number of people employed and when people are making money they're spending money, that's good for the economy, good for earnings. so i'm happy with the way earnings season is progressing so far. maria: i'm glad that you talked about this narrative of the economy doing so well. we keep seeing that in all the numbers. you were betting on that from day one. you still have people like jp morgan ceo jamie dimon an outlier, putting doubt in it. he spoke yesterday at the new york economic club and he's calling the u.s. econom
alphabet and microsoft tomorrow night after the close, adam. how would you assess earnings and what are you expecting? >> i lake what i'm seeing so far. i'll tell you why. the estimates for the current quarter that we're in are calling for growth of about 3%. 3%, that's not great. well, that's absolutely right. that's because the estimates are generally too low. the past two quarters we've seen an average beat rate of 7%. that gets you to 1 10%. i think we'll see that accelerate because...
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Apr 19, 2024
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right now we have microsoft developing a.i. technology in beijing which is a huge security risk, simultaneously china has developed something called an a.i. program which is literally scanning the research and work of thousands of developers and scientists across the world to create the best a.i. system. we need to innovate and outcompete and we need to out develop china so the united states can continue to be the world leader, one of the greatest threats is actually government intervention, receive the latest effort to create an fda certification for a.i. innovation. what's that mean, the u.s. will be way behind everyone else. maria: let's not forget china has been stealing intellectual property from the united states for decades and there's no accountability we don't hold that to account for doing so. rebecca walser jumping. >> china has a lot of things that they do they take education more seriously when they tell their students that they cannot play video games during the week. we can take a lot of lessons how they make the
right now we have microsoft developing a.i. technology in beijing which is a huge security risk, simultaneously china has developed something called an a.i. program which is literally scanning the research and work of thousands of developers and scientists across the world to create the best a.i. system. we need to innovate and outcompete and we need to out develop china so the united states can continue to be the world leader, one of the greatest threats is actually government intervention,...