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Apr 26, 2024
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alphabet microsoft deliver
alphabet microsoft deliver
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Apr 22, 2024
04/24
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thursday, google and microsoft. lisa: it's going to be interesting to see whether even a beat is a disappointment to market because so far that has been the tone. we've gotten the biggest selloff going back to late 2022. have we already priced out that potential disappointment set out for a positive upside surprise, or is this a pivot point at a time and a lot of uncertainty? jonathan: let's talk about tesla. downline 2.4% this morning. more than 40% year-to-date and we start this week with another round of price cuts. annmarie: a string of bad news is coming to tesla and some -- tomorrow they are supposed report first revenue decline in four years. a challenging earnings call for elon musk. not just the cuts. across the board, china, europe and the u.s., but also the job cuts. the fact that they are trying to basically pin the future on this robotaxi that remains a ton of questions. lisa: i keep thinking to myself is this really a situation of a car company that is trying to mask itself as something else, and our p
thursday, google and microsoft. lisa: it's going to be interesting to see whether even a beat is a disappointment to market because so far that has been the tone. we've gotten the biggest selloff going back to late 2022. have we already priced out that potential disappointment set out for a positive upside surprise, or is this a pivot point at a time and a lot of uncertainty? jonathan: let's talk about tesla. downline 2.4% this morning. more than 40% year-to-date and we start this week with...
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Apr 25, 2024
04/24
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i'm looking forward to microsoft in alphabet. they are expecting to have updates on their ai efforts. maybe it is just for ai when you don't have these reality labs and metaverse, if that is set aside and it's just ai, how much would the stock be up? lisa: i feel bad for mark zuckerberg, he doesn't have the same call to personality that elon musk has. jonathan: he's cultivating. lisa: i'm wondering if he had -- he's gotten jack. at what point can he say something and people get excited about it the same way elon musk does? annmarie: fourth richest person in the world. jonathan: and lisa feel sorry for him. annmarie: i have the tiniest violin for mark zuckerberg. jonathan: let's talk about the data in an hour. u.s. first-quarter gdp data is due in 60 minutes. the bloomberg survey calling for a 2.5 percent rise over the previous quarter. we are looking at jobless claims and personal consumption data going into the next week. we will have pca, i federal reserve decision and we will be talking about payrolls next friday. if it took a
i'm looking forward to microsoft in alphabet. they are expecting to have updates on their ai efforts. maybe it is just for ai when you don't have these reality labs and metaverse, if that is set aside and it's just ai, how much would the stock be up? lisa: i feel bad for mark zuckerberg, he doesn't have the same call to personality that elon musk has. jonathan: he's cultivating. lisa: i'm wondering if he had -- he's gotten jack. at what point can he say something and people get excited about it...
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Apr 24, 2024
04/24
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microsoft is trying to develop that. it is still early days, but if they can do that, they will be usually successful. jonathan: yesterday we heard from tesla. we will hear from others. here is tomorrow morning. we will speak to bob and catch up with the cfo. looking forward to all of that. pushing ahead to a federal reserve decision about a week away. 34 minutes away, equity futures holding on to positive territory. coming off the back of gains in the biggest going back to months. lisa is working the late shift this afternoon. yields up five basis points. live from new york city, this is bloomberg surveillance. ♪ when i was your age, we never had anything like this. what? wifi? wifi that works all over the house, even the basement. the basement. so i can finally throw that party... and invite shannon barnes. dream do come true. xfinity gives you reliable wifi with wall-to-wall coverage on all your devices, even when everyone is online. maybe we'll even get married one day. i wonder what i will be doing? probably still
microsoft is trying to develop that. it is still early days, but if they can do that, they will be usually successful. jonathan: yesterday we heard from tesla. we will hear from others. here is tomorrow morning. we will speak to bob and catch up with the cfo. looking forward to all of that. pushing ahead to a federal reserve decision about a week away. 34 minutes away, equity futures holding on to positive territory. coming off the back of gains in the biggest going back to months. lisa is...
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Apr 23, 2024
04/24
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the tesla-apple story very different from the microsoft story. jonathan: also the negative -- also the not so magnificent magnificent seven. tesla and apple both down double digits year to date. those names speak to the struggle for u.s. tech firms in china. annmarie: it is a huge struggle for tesla and apple. apple, the data we got is they are seeing weakness in china. it comes as china was celebrating the lunar new year, when people would usually go out and buy things. huawei sales are up 70% while apple is down 19%. the demand is there. the issue is doing business in china. lisa: i am more interested in the 493. that will give you more of a sense of where the consumer is at. the likes of gm, the likes of ups, these are interesting stories. the story they tell together is confusing. good luck with that. it gives you a sense of the crosscurrents and the different cycles we keep getting. lisa: equity futures -- jonathan: equity futures positive .2%. yields higher by three basis points. 10-year 4.6436. coming up, morgan stanley's mike wilson. matt
the tesla-apple story very different from the microsoft story. jonathan: also the negative -- also the not so magnificent magnificent seven. tesla and apple both down double digits year to date. those names speak to the struggle for u.s. tech firms in china. annmarie: it is a huge struggle for tesla and apple. apple, the data we got is they are seeing weakness in china. it comes as china was celebrating the lunar new year, when people would usually go out and buy things. huawei sales are up 70%...