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Jan 31, 2024
01/24
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>> microsoft. it hasn't dipped enough, i'd like to see is it dip m but i don't think anyone's ever going to do any wrong by buying microsoft either here, really at new highs or on any kind of dip. i'm looking to add to a substantial position on a dip. i don't know that i'm going to get to see 5 and maybe 10 so % dip if the market turns around here. i think we could see some profit taking if the rest of the week we have some negative news from some of the other big tech names. i think we could see a selloff as we're seeing a little bit this morning. in any case, that is a great time to buy microsoft. the same thing with amazon. i'm not so sure amazon's numbers are going to be top of the pops. i think we may see a little bit of a selloff in amazon. those are great dip-buying opportunities. those two companies are going to continue to do well. microsoft if still, stuart, my favorite stock of all time. stuart: i love to hear a you say that. google, i think they're off about a 6%. where are we, let's se
>> microsoft. it hasn't dipped enough, i'd like to see is it dip m but i don't think anyone's ever going to do any wrong by buying microsoft either here, really at new highs or on any kind of dip. i'm looking to add to a substantial position on a dip. i don't know that i'm going to get to see 5 and maybe 10 so % dip if the market turns around here. i think we could see some profit taking if the rest of the week we have some negative news from some of the other big tech names. i think we...
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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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we have a situation developing with microsoft. the software giant saying that a russian state-sponsored hacking group is trying to break into microsoft's systems. using a brute force attack called password spraying, the ceo of crowd strike knows that practice. coming up, george kurtz, how crowd strike has found a way to foil the actors and how to spot with you and your company are being password sprayed. i was fascinated when he gave me the markers of what to look for. speaking of looking for things the markets are deciding whether this morning's monthly jobs report is good news or such good news that it makes to postpone an interest rate cut by the federal reserve. according to the labor department, 275,000 jobs were created last month. that's better than the expected 200,000. a strong labor market lessens the need for stimulative cut in interest rates but there was an times in the report that may indicate growth might be slowing and that could push the fed to bring out the scissors sometimes this year. and to 5400. that was a la
we have a situation developing with microsoft. the software giant saying that a russian state-sponsored hacking group is trying to break into microsoft's systems. using a brute force attack called password spraying, the ceo of crowd strike knows that practice. coming up, george kurtz, how crowd strike has found a way to foil the actors and how to spot with you and your company are being password sprayed. i was fascinated when he gave me the markers of what to look for. speaking of looking for...
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Jan 27, 2024
01/24
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it's a big tech battle as microsoft microsoft to be the world's most valuable company in the a.i. revolution could be a game changer. later we will take a look at the resilience of big oil in america. we begin as always with three things investors are to be taken about right now, stocks rallied in response to a strong economic data and expectation for march are fading but the market seems unfazed. netflix shares are soaring after a stellar fourth-quarter earnings and a major boost to subscribers, will take a look at the streaming services prospects. finally the boat we backlash mounting, travelers are fearful of flying on 737 max, united, and faa is blocking boeing from increasing production. investors will watch earnings closely next week. on the "barron's roundtable" ben levisohn, elizabeth o'brien and jack hough. the s&p just missed closing at a record high. there was another winning week for the market, why does this rally keep on writing? >> it's the economy stupid. >> he already called somebody stupid, were seconds and. >> i have more. >> is about the economy gdp was fantast
it's a big tech battle as microsoft microsoft to be the world's most valuable company in the a.i. revolution could be a game changer. later we will take a look at the resilience of big oil in america. we begin as always with three things investors are to be taken about right now, stocks rallied in response to a strong economic data and expectation for march are fading but the market seems unfazed. netflix shares are soaring after a stellar fourth-quarter earnings and a major boost to...
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microsoft wanted him rehired. they wanted him, period, and then you had this new board that formed that shook things up. so you had the u.k. starting their official review, and now the e.u. is considering it. one more thing to add, the e.u. commissioner, marching recent messenger, she's going to silicon valley this week to meet with some of these big tech company including openai. stuart: okay. they're coming over here to see how we do it. [laughter] lauren: yeah. and take back what they learn, perhaps. stuart: those europeans, i tell you. qualcomm just beat out ibm for the number two spot on the u.s. patent list. why is that important? if. lauren: qualcomm was granted the second most patents last year, over 3800, so an increase of almost 58%. and it's the first time in three decades that irk bm -- ibm, another american company, was actually surpassed. all in the u.s. was granted far more patents than any other country. samsung, however, is still first. qualcomm in second place. tsmc, then ibm, and apple is in sev
microsoft wanted him rehired. they wanted him, period, and then you had this new board that formed that shook things up. so you had the u.k. starting their official review, and now the e.u. is considering it. one more thing to add, the e.u. commissioner, marching recent messenger, she's going to silicon valley this week to meet with some of these big tech company including openai. stuart: okay. they're coming over here to see how we do it. [laughter] lauren: yeah. and take back what they learn,...
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Mar 24, 2024
03/24
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google is still ahead of microsoft in a.i., microsoft has just been really good at consumerrizing the messaging and marketing and package of a.i., making it available to everyone. i think google is trying to wait a little bit longer than microsoft to get things right before they launch, but microsoft jumped the gun and forced google's hand. and the reason google's got that capability is because they've got the cloud capability and all the technology from their deep mine research and if all the other a a.i. capabilities they're been building over the last decade. jon they just need better pr. >> better marketing. better get a market. jack: i want to bring this down to the view viewers' everyday life. can you give us an example of a way in which a.i. is going to change our everyday lives? how does it benefit the viewer? >> yeah. i mean, we've got to look at a.i. in a couple ways. there's some things in terms of taking repetitive tasks, making it a lot easier for folks, right? normally let's say you actually want to order your groceries. an a.i.-enabled refrigerator will know how much mi
google is still ahead of microsoft in a.i., microsoft has just been really good at consumerrizing the messaging and marketing and package of a.i., making it available to everyone. i think google is trying to wait a little bit longer than microsoft to get things right before they launch, but microsoft jumped the gun and forced google's hand. and the reason google's got that capability is because they've got the cloud capability and all the technology from their deep mine research and if all the...
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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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i know you on microsoft. it is at $3 trillion now so drinks on you, stuart but you take the market capitalization right now, an amazing stat and compare that to the s&p 500 energy sector, it's worth double, microsoft, the entire sector of energy, you get free cash flow, double for the energy sector so you get to the point where evaluations, take the magnificent 7, there capitalization is larger than any stock market in the world. stuart: that doesn't mean a huge selloff is coming. if you look at future profitability of the magnificent seven, we could justify that by the prophets they are going to make. >> yes and no. they trade 30 times more earnings. when you look at stock multiples, analysts start to buy their own bs, they have to keep catching up and making earnings projections higher and higher and all of a sudden everyone is doing the same thing. a lot of that is momentum driven because you have $7 trillion of cash on the sidelines. it will push them further here but at some point it stops. stuart: there
i know you on microsoft. it is at $3 trillion now so drinks on you, stuart but you take the market capitalization right now, an amazing stat and compare that to the s&p 500 energy sector, it's worth double, microsoft, the entire sector of energy, you get free cash flow, double for the energy sector so you get to the point where evaluations, take the magnificent 7, there capitalization is larger than any stock market in the world. stuart: that doesn't mean a huge selloff is coming. if you...
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biden along with microsoft president brad smith announced a $3.3 billion investment to build a new ai data center, but also a training center for it in the city of racine. let's go live to fox business' edward lawrence in wisconsin right now following the president's every step in the badger state. microsoft is kind of one of the last companies i would say that needs that much money so there's got to be another jobs component to this; right? reporter: yeah and the president is from this area and trying to get jobs back to the area and the president was highlighting the spending he was doing and latching onto microsoft and aa data center -- ai data gent fertilizer the area and microsoft spending $3.3 billion over the next two years in order to fund this. listen to this. >> this isn't just about build ago building. it's not just about the manufacturing jobs of today. more than anything, this project is using the power of ai to fuel the future and manufacturing companies and jobs and skills across the state of wisconsin and around the country. that's what we're building together. reporte
biden along with microsoft president brad smith announced a $3.3 billion investment to build a new ai data center, but also a training center for it in the city of racine. let's go live to fox business' edward lawrence in wisconsin right now following the president's every step in the badger state. microsoft is kind of one of the last companies i would say that needs that much money so there's got to be another jobs component to this; right? reporter: yeah and the president is from this area...
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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 25, 2024
04/24
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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 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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May 21, 2024
05/24
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liz: joe loans day. >>> microsoft not just back -- packing etc. new pcs with a.i., it's showing off the use of its company if oncan co-pilot in that minecraft video game. what's gaming giant ea doing to grab gamer, and is a.i. going to be a huge part of its playbook? the president of ea sports is joining us next. after a boffo 95 month to date runup, video retailer gamestop pulling back by another3.6% right now. we are coming right back after this. dow jones industrials up 55 points. ♪ (♪) at enterprise mobility, we never stop looking for new mobility solutions. because sometimes the best road forward, is the one you didn't expect. (♪) we love being outside, but the sun makes our deck and patio too hot to enjoy. now thanks to our new sunsetter retractable awning, we can select full sun or instant shade in just 60 seconds. it's 20 degrees cooler under the sunsetter and we get instant protection from harmful uv rays and sun glare. for pricing starting at less than $1,000, transform your outdoor living space into a shaded retreat your family wi
liz: joe loans day. >>> microsoft not just back -- packing etc. new pcs with a.i., it's showing off the use of its company if oncan co-pilot in that minecraft video game. what's gaming giant ea doing to grab gamer, and is a.i. going to be a huge part of its playbook? the president of ea sports is joining us next. after a boffo 95 month to date runup, video retailer gamestop pulling back by another3.6% right now. we are coming right back after this. dow jones industrials up 55 points....
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Feb 26, 2024
02/24
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stuart: magnificent seven to a fab four, supposedly it became the terrific to, nvidia and microsoft, without be dangerous? >> number one i sure attack i own both of those if it happens but number two, that would maybe begin to concern me but i would be looking at what's next to his coming along with them, if they go to the very top and a lot of other people coming along for the ride. stuart: dominoes reported this morning evidently it was a good report because the stock is up 5.5%. i understand you like it, why do you like it? >> i do here's the thing about dominoes is a bellwether with how the consumer is dealing you would not think about pizza this way but the fact that more people are ordering in great numbers coming out of 21, 22 tells me that the consumers are beginning to nimble back on a good stock. >> the terrific to you want to own nvidia and microsoft in dominoes looking good because they reflect public taste, no pun intended. thank you for joining us we will see you soon. thank you. the opening bell, ten seconds before trading begins. as we always say on the right-hand sid
stuart: magnificent seven to a fab four, supposedly it became the terrific to, nvidia and microsoft, without be dangerous? >> number one i sure attack i own both of those if it happens but number two, that would maybe begin to concern me but i would be looking at what's next to his coming along with them, if they go to the very top and a lot of other people coming along for the ride. stuart: dominoes reported this morning evidently it was a good report because the stock is up 5.5%. i...
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Jan 18, 2024
01/24
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stuart: is microsoft the a.i. winner at this point in because i think it's propelled microsoft above apple in terms of valuation, and it's a.i. that's done it. what say you? >> i think i have to agree, stuart. i think microsoft's executing well on a lot of different fronts, but it's clearly their investment in openai and all of the other things that they have done with implementing and getting out to the public. they have been a public face of a.i., and i think that has satisfied the shareholders andal shown their big commitment. i think i might say nvidia is the biggest winner of the a.i. boom, but microsoft is definitely number two. stuart: you can see microsoft going to $400 a share and beyond? [laughter] make me happy, d.r. are, come on. [laughter] >> i think we do have a lot more upside on microsoft, and i think we've got to buy that on pullback withs. we've been talking about it all the time, stuart, there are lots of momentum plays moving up in the market. but with all the little squiggles that we get and t
stuart: is microsoft the a.i. winner at this point in because i think it's propelled microsoft above apple in terms of valuation, and it's a.i. that's done it. what say you? >> i think i have to agree, stuart. i think microsoft's executing well on a lot of different fronts, but it's clearly their investment in openai and all of the other things that they have done with implementing and getting out to the public. they have been a public face of a.i., and i think that has satisfied the...
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May 17, 2024
05/24
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microsoft and google, micr, microsoft has 14 billiont quarter, 12 billion last quarter. it is a scale game with a lot of competition at that level. stuart: thanks for joining us. see you later. lauren is looking at the movers. microsoft is moving down. lauren: a great story from the wall street journal. they plan to put the new call of duty a video game on their subscription service, used to be if you want it you buy it, that would be a huge shakeup of microsoft's strategy. now they own it, the deal has cleared. activision is the maker of call of duty, a huge franchise, lifetime revenue of $30 billion and you have to subscribe to get it. that's a game changer. stuart: stock is down. lauren: bank of america double upgraded, price target $24. retail engagement that peaked three years ago and declined and came back a little bit is all good for robin hood. very bullish on them. a double upgrade, robin hood stock is up 7%. stuart: cracker barrel is different. lauren: stock is down 15%. they cut the dividend or to their restaurant and brand overhaul. stuart: stock is down 14%,
microsoft and google, micr, microsoft has 14 billiont quarter, 12 billion last quarter. it is a scale game with a lot of competition at that level. stuart: thanks for joining us. see you later. lauren is looking at the movers. microsoft is moving down. lauren: a great story from the wall street journal. they plan to put the new call of duty a video game on their subscription service, used to be if you want it you buy it, that would be a huge shakeup of microsoft's strategy. now they own it, the...
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Jan 22, 2024
01/24
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microsoft, meta, nvidia also hitting all-time highs microsoft pulling back a little. still ahead u.s. troops have been attacked and injured isn't that an act of war, kt mcfarland joins us, charles payne talking to voters out of the primary we will tell you the number one issue he is hearing on the trail, biden amidst the board is not secure, arizona sheriff mark daniels has a few things to say about that. the 10:00 o'clock hour is next. ♪
microsoft, meta, nvidia also hitting all-time highs microsoft pulling back a little. still ahead u.s. troops have been attacked and injured isn't that an act of war, kt mcfarland joins us, charles payne talking to voters out of the primary we will tell you the number one issue he is hearing on the trail, biden amidst the board is not secure, arizona sheriff mark daniels has a few things to say about that. the 10:00 o'clock hour is next. ♪
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microsoft at 369. we have doordash, i would presume thereof, somebody likes them. mark mahaney loves them. it's time to buy which the stock doubled more than 37% to $130. they say the core u.s. restaurant delivery business was strong for them, it's a catalyst in there i am profitability in the name -- top pick replacing the old top pick at jeffrey's which was uber. stuart: i have to do more on the food delivery thing. i've got to try. >> there are so many fees, it's not your thing. i never do it. the dow is down 103 points, 104, all of the loss accounted for by boeing, your down 100, that is a quarter of 1%, 373 shows the power of boeing. >> your weapon about $1,200,000,000,000 with the in after quite. the dow winners whose off the top of that salesforce, disney, intel, procter & gamble, home depot. s&p 500, the winners headed by american airlines, baxter, brown and brown, decks, top of the nasdaq list, crowd stock. >> advanced micro. finishing off my sentence. there is a lot. >> i cannot finish that sentence for you. check the ten year treasury, but the 4% mark, 4
microsoft at 369. we have doordash, i would presume thereof, somebody likes them. mark mahaney loves them. it's time to buy which the stock doubled more than 37% to $130. they say the core u.s. restaurant delivery business was strong for them, it's a catalyst in there i am profitability in the name -- top pick replacing the old top pick at jeffrey's which was uber. stuart: i have to do more on the food delivery thing. i've got to try. >> there are so many fees, it's not your thing. i...
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May 28, 2024
05/24
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stuart: microsoft to $500 a share. again, make your case. >> here's the deal with this one, this is a. a.i. into every product suite they've got, legacy contracts. the case use for this at the beginning was really generative a.i., now we're a going to talk about infriend if, a.i.x this is going to play to both microsoft and nvidia. again, this is a massive if you spend x on moth or nvidia, you get y in term of your own output. that's where companies are going to find it's a trillion dollar opportunity every year, maybe multiple trillions. stuart: it looks like the market is in rally mode, the beginnings of maybe a summer rally mode. does it continue? >> i think so. i think the risk, of course, is now that we've got through most of the earnings, that somebody at the fed is going to take the microphone again saying they want quarters of data before we have to talk about a rate cut. to me, this is headline risk until we get into at earnings cycle. stuart: okay, all good stuff. nvidia with at $2,000, microsoft if at $500,
stuart: microsoft to $500 a share. again, make your case. >> here's the deal with this one, this is a. a.i. into every product suite they've got, legacy contracts. the case use for this at the beginning was really generative a.i., now we're a going to talk about infriend if, a.i.x this is going to play to both microsoft and nvidia. again, this is a massive if you spend x on moth or nvidia, you get y in term of your own output. that's where companies are going to find it's a trillion...
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Mar 14, 2024
03/24
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microsoft up 2%. "the claman countdown" coming right back. that your customers need to know about. constant contact makes it easy. with everything from managing your social posts, and events, to email and sms marketing. constant contact delivers all the tools you need to help your business grow. get started today at constantcontact.com constant contact. helping the small stand tall. ♪ i wanna hold you forever ♪ hey little bear bear. ♪ ♪ ♪ i'm gonna love you forever ♪ ♪ ♪ c'mon, bear. ♪ ♪ ♪ you don't...you don't have to worry... ♪ ♪ be by your side... i'll be there... ♪ ♪ with my arms wrapped around... ♪ ashley: boeing stock down after and american airlines played made an emergency landing at los angeles international airport, the plain blue attire taking off from dallas-fort worth in texas and pilots reported a possible mechanical issue. the emergency landing went smoothly but it's the latest in a growing laundry list of problems facing boeing. gerri willis joins us with the latest on that emergency landing and how boeing's problems are reflecting th
microsoft up 2%. "the claman countdown" coming right back. that your customers need to know about. constant contact makes it easy. with everything from managing your social posts, and events, to email and sms marketing. constant contact delivers all the tools you need to help your business grow. get started today at constantcontact.com constant contact. helping the small stand tall. ♪ i wanna hold you forever ♪ hey little bear bear. ♪ ♪ ♪ i'm gonna love you forever ♪ ♪...
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Feb 21, 2024
02/24
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and then microsoft is just above intel, so microsoft's probably the seventh biggest laggard. intel's the second. ibm's the third. salesforce, the fourth if. the worst of the blue chips though, and charles was just referencing this, walgreen boots alliance. the pharmacy chain getting the boot from the dow index and will be replaced by amazon. since walgreen boots alliance joined the industrials, i think it was 2018, shares have lost 65% of their value. amazon joins the club at the start of trade monday. shares right now up about a third of a percent, bucking the overall market trend for the moment we should tell you one car on the nasdaq train derailing its own sector and the index. cybersecurity solutions company palo alto networks is skidding 28.7% after giving disappointing current quarter billings guidance. it is the worst performer on the nasdaq which, by the way, is dropping about 153 point. and it's -- 152 points. it's just crushing every name in the sector as witnessed by the drop of 7.5 for the global-x cybersecurity etf, ticker symbol bug. clearly, the story of the h
and then microsoft is just above intel, so microsoft's probably the seventh biggest laggard. intel's the second. ibm's the third. salesforce, the fourth if. the worst of the blue chips though, and charles was just referencing this, walgreen boots alliance. the pharmacy chain getting the boot from the dow index and will be replaced by amazon. since walgreen boots alliance joined the industrials, i think it was 2018, shares have lost 65% of their value. amazon joins the club at the start of trade...
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i think microsoft is doing the best front-end implementation of a.i. of any of the big tech, and i believe they're going to be a buy, but i think we might over the next -- [inaudible] over the next couple of months get a chance to get it a little bit lower. stuart: i have very little patience, but, dr, why get out of google? >> i think i have the opposite statement to say about google relative to microsoft. look, microsoft had double-digit growth if on about every mace that was important, especially their -- place that was important, especially their cloud. i think the big thing with alphabet though, stuart, is that they are not getting the rewards from a.i. that they should be if they're so head and shoulders above everyone else. their advertising missed just a little bit from lofty expectations over the last quarter, and i think they've got a little ways to catch up to may in the a.i. world. stuart: okay. apple, amazon is, meta out with their earnings this afternoon. overs what worries me, the stocks run up, you get the numbers, the computers go hayw
i think microsoft is doing the best front-end implementation of a.i. of any of the big tech, and i believe they're going to be a buy, but i think we might over the next -- [inaudible] over the next couple of months get a chance to get it a little bit lower. stuart: i have very little patience, but, dr, why get out of google? >> i think i have the opposite statement to say about google relative to microsoft. look, microsoft had double-digit growth if on about every mace that was important,...
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May 17, 2024
05/24
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microsoft, have we got it. lauren: microsoft is up a bit. stuart: microsoft is taking on nvidia. the question is, how are they doing that? lauren: by partnering with amd which is up % -- 3% on this news. so microsoft if will use, will offer their azure customers, i'm sorry, the option of using a.i. chips from amd. they use nvidia a lot now, so amd chips are are ease consumer to get. a america d is up almost 3%, microsoft if flat. nvidia should be lower. stuart: more on microsoft, they pack openark i -- openai, partnered with reddit. what's that about? lauren: chatgpt. reddit has this loyal, rabid community of loyalistsful they have these natural, human conversations. it's like realtime information. it's quite good. and that, that context, those conversations are being used to train chatgpt. in exchange, reddit gets more a.i. features from openai. this is a data the licensing deals. they are a new stream of revenue for reddit which just went public and is unprofitable. this could change thing things. they have 82 million users. stuart: that's a lot of users. lauren: active users.
microsoft, have we got it. lauren: microsoft is up a bit. stuart: microsoft is taking on nvidia. the question is, how are they doing that? lauren: by partnering with amd which is up % -- 3% on this news. so microsoft if will use, will offer their azure customers, i'm sorry, the option of using a.i. chips from amd. they use nvidia a lot now, so amd chips are are ease consumer to get. a america d is up almost 3%, microsoft if flat. nvidia should be lower. stuart: more on microsoft, they pack...
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Jan 30, 2024
01/24
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looking at microsoft, microsoft is expected to grow earnings, 17%, 18%. apple is expected to go up 9%. when you look at price per growth, microsoft is valued and it is one of the ai pioneers. their investment into open ai to gain access to chat gpt, big deal for microsoft, i expect azure, the more people you have utilizing ai or cloud space. david: they have gemini and a perfect way of scrunching the information whether it is video information, audio text into their advertising platform, perfect for advertising. >> hopefully that will help alphabet to continue to maybe start to catch up. there's a point in time when all these big tech companies were valued around the same level, microsoft and apple broke through. david: we had the fed meeting this week, is powell going to sit on things and see if the increases they have or lowering of the rate of inflation, is it more aggressive, pushing for another turn and like the juicy accommodation. >> $17 trillion and $34 trillion of debt and that the reason to be more dovish but job openings have increased for thre
looking at microsoft, microsoft is expected to grow earnings, 17%, 18%. apple is expected to go up 9%. when you look at price per growth, microsoft is valued and it is one of the ai pioneers. their investment into open ai to gain access to chat gpt, big deal for microsoft, i expect azure, the more people you have utilizing ai or cloud space. david: they have gemini and a perfect way of scrunching the information whether it is video information, audio text into their advertising platform,...
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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 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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Mar 17, 2024
03/24
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. >> microsoft, walmart. >> of any expressed interest is it too early to. the headline. >> at the graph to come up with three headlines oracle, walmart and microsoft into be the companies that may be interes interested. >> let's put in a call to the ftc, the biden administration has been on a competition and anticompetition, that is good to be tricky to get any of that deal. >> they didn't want microsoft to buy activision why did they let microsoft buy tiktok. >> this would be a bigger deal. >> this a be a bigger deal ladies have a billion-dollar deal. >> you said we might get ahead of ourselves on the speculation. i love speculation and getting ahead of ourselves, where we going wrong. >> i think we still haven't passed the senate, come on. we had a lot of great legislation over the years that died in the house and we have a release to coming to for ration. and a lot of interest in this which is positive and alex pointed out we got bipartisanship, that's impressive it is certainly more so than we seated other legislation that is died in the house and until
. >> microsoft, walmart. >> of any expressed interest is it too early to. the headline. >> at the graph to come up with three headlines oracle, walmart and microsoft into be the companies that may be interes interested. >> let's put in a call to the ftc, the biden administration has been on a competition and anticompetition, that is good to be tricky to get any of that deal. >> they didn't want microsoft to buy activision why did they let microsoft buy tiktok....
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Feb 17, 2024
02/24
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on the side and microsoft right entered represents 5%, if you own the index and microsoft on the side you're making a big bet on technology, people said technology of s&p 500 is about 30% maybe closer to 40, he was making a pretty concentrated b but, if you're bullish and you love the sector, great if you're not comfortable with a concentration get a total market index, small-cap stocks, spread it around a bit. >> i thought you can say 50% for coin, 50% nvidia. >> he was a sensible young man. >> small-cap you have to worry because super microcomputer i've never heard of until recently up 200% through thursday's close because it is a.i. is connected to nvidia in a weird way that i don't understand but it's the small-cap w worth $56 billion ad accounted for three quarters of small-cap games this year which is wild. you have to be careful even when you look at other parts of the market. jack: i wouldn't tell you about a conversation with an analyst he drew key parables between nvidia and apple the iphone prove bigger than anyone expected it replaced everything itself owns a change the ce
on the side and microsoft right entered represents 5%, if you own the index and microsoft on the side you're making a big bet on technology, people said technology of s&p 500 is about 30% maybe closer to 40, he was making a pretty concentrated b but, if you're bullish and you love the sector, great if you're not comfortable with a concentration get a total market index, small-cap stocks, spread it around a bit. >> i thought you can say 50% for coin, 50% nvidia. >> he was a...
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jack: from microsoft we learned the a.i. is very expensive but it can yield some profits. >> certainly. artificial intelligence did a great job driving demand of the quarter and microsoft results were so good one analyst called them a masterpiece. the market disagreed but it was more sour on the tech sector earlier this week microsoft is a bit of a victim of that. jack: going down the bell curve, alphabet not a big hit with investors. >> alphabet was one of the reasons they were not happy with techie reported the same day as microsoft there were good numbers but mostly people were worried about the miss and the advertising revenue which they thought could have wider repercussions. jack: apple next investors were not excited about it. >> it is my thing. >> there was some good and some bad in apple but what is remarkable is how little the stock moved, earlier this week investors were not as forgiving with reports like that. >> thank you teresa, markets are reacting to the stronger-than-expected jobs report as forecasters are t
jack: from microsoft we learned the a.i. is very expensive but it can yield some profits. >> certainly. artificial intelligence did a great job driving demand of the quarter and microsoft results were so good one analyst called them a masterpiece. the market disagreed but it was more sour on the tech sector earlier this week microsoft is a bit of a victim of that. jack: going down the bell curve, alphabet not a big hit with investors. >> alphabet was one of the reasons they were not...
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and just look at the multiyear your seeing today in microsoft. yesterday the reaction not so great, but i think people coming back and saying, you know what? let's reevaluate these earnings, take a look at these again because they weren't too bad. charles: no, they actually, i think it was a move. the -- a mood. the mood was different. hey, i got a minute to go, but let's do a non-tech, ual, united airlines. >> yeah. united airlines, and i'll even add delta airlines just hitting just moments ago. you can see some of the call buying in united airlines, 5,000 of those februaries. those will expire relatively soon, and then you get out into march as a well. the 42 calls, the 43 calls not very expensive. we're only talking about $1.06, $1.23. that gives you an opportunity to be there. and there was some delta 41 calls getting bought today as well. so with the stock at 40, it's not too far away from that one making a potential move as well. charles: all right. hey, pete, congratulations, man. i love when you and jon come up with these things. talk to
and just look at the multiyear your seeing today in microsoft. yesterday the reaction not so great, but i think people coming back and saying, you know what? let's reevaluate these earnings, take a look at these again because they weren't too bad. charles: no, they actually, i think it was a move. the -- a mood. the mood was different. hey, i got a minute to go, but let's do a non-tech, ual, united airlines. >> yeah. united airlines, and i'll even add delta airlines just hitting just...
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Jan 19, 2024
01/24
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nvidia and microsoft hitting all-time highs, microsoft, 394. nvidia, 575. the house judiciary committee claims federal investigators instructed banks to search through private customer transactions for words like maga and trump. kelly o'grady's with us. tell me, is this a one-off, or do banks share customer, private customer information frequently? >> reporter: so, stuart, they do share public information pretty often. private, though, is more rare. we took a look at what you agree to when becoming a customer, because i'm sure you probably didn't read that whole disclosure. to bank or get a loan, you need to share a significant amount of data, social security number, your income, very sensitive personal information. banks, though, they also get access to your spending habits, browsing activity. most of the time that's used to detect fraud, but they can legally share it. so under the graham leech bliley act, they can share less sensitive data with marketers or advertisers, for example. now, banks are required to inform you about this. you'll see in a second
nvidia and microsoft hitting all-time highs, microsoft, 394. nvidia, 575. the house judiciary committee claims federal investigators instructed banks to search through private customer transactions for words like maga and trump. kelly o'grady's with us. tell me, is this a one-off, or do banks share customer, private customer information frequently? >> reporter: so, stuart, they do share public information pretty often. private, though, is more rare. we took a look at what you agree to...
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stuart: and microsoft is on the upside this morning we have the story. unbundling some of their assets to avoid a european fine. >> silver separating teams chat video, with their software braided they did this in europe over the summer no doing it ever reversing beaches which when you want you do not have to get both okay. that's with her doing to avoided the fine which they do like anyway and the information is reporting that microsoft and open a.i. a.i. partner are planning a data center project costing $100 billion would be to say i supercomputer hundred times more expensive than most data centers best buy microsoft and all the money in their but this is like, this cutting edge. that's right jeffrey said that microsoft is up in front of diane mikell the starkest top a.i. winner in the increase the price target to a 427 now, hundred 50 bucks from you're welcome. stuart: yes getting on for that is remarkable. and even $7 removed it, jeffries did was go through some of the marquez on the on the ten year treasury moving up, just about four and one quarter
stuart: and microsoft is on the upside this morning we have the story. unbundling some of their assets to avoid a european fine. >> silver separating teams chat video, with their software braided they did this in europe over the summer no doing it ever reversing beaches which when you want you do not have to get both okay. that's with her doing to avoided the fine which they do like anyway and the information is reporting that microsoft and open a.i. a.i. partner are planning a data...
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Jan 16, 2024
01/24
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lauren: microsoft has to be on there. stuart: microsoft is definitely on there. home depot, ibm walmart, mcdonald's all on the upside. s&p 500 winners headed by advanced micro devices, cadence, western original, o'reilly automotive. nasdaq winners, do i see a big tech? advanced micro devices, there you go. synopsis, day den, o'reilly and nvidia with. 555 this morning, how about that? where's the yield on the 10-year treasury? if 4.01%. where's the price of gold with all this stuff going on in the mideast? $2,042 per ounce, and that is down $9 today. bitcoin, last time we checked it was at 42,6, now it's 42,6, right there. oil, $72 a barrel. 72.7. nat gas, i presume that's -- i thought it might be up today, but it's not. it's down with all this cold weather. it's down. the average price for a gallon of regular, $3.07, actually up one cent overnight. diesel up one cent overnight at $3.92. >>> apple has been tied up in a patent dispute over some of its smart watch tools. what are they doing about it? lauren: it's with moss mow, they're making plans to pull the senso
lauren: microsoft has to be on there. stuart: microsoft is definitely on there. home depot, ibm walmart, mcdonald's all on the upside. s&p 500 winners headed by advanced micro devices, cadence, western original, o'reilly automotive. nasdaq winners, do i see a big tech? advanced micro devices, there you go. synopsis, day den, o'reilly and nvidia with. 555 this morning, how about that? where's the yield on the 10-year treasury? if 4.01%. where's the price of gold with all this stuff going on...