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Apr 10, 2024
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but the partnership could be more important to amazon than google because google has its own version of gem noy. and the anthropic model clod is a big model to use. before we go, there is still time to register for the inaugural cnbc change makers event on april 18th. we will hear from some of the women transforming business including commerce secretary gina ramaundo. you can scan the qr code on your screen or go to cnbcevents.com/change maker. you don't want to miss that. that does it for the exchange. expectations for june cuts are fading after inflation was hotter than expected. we will get an idea of the feds thinking just minutes away. tyr gtileisetng ready and i will join him on the other side of this break. (bobby) my store and my design business? we're exploding. but my old internet, was not letting me run the show. so, we switched to verizon business internet. they have business grade internet, nationwide. (vo) make the switch. it's your business. it's your verizon. ♪♪ the road to opportunity. is often the road overlooked. at enterprise mobility, we guide companies to un
but the partnership could be more important to amazon than google because google has its own version of gem noy. and the anthropic model clod is a big model to use. before we go, there is still time to register for the inaugural cnbc change makers event on april 18th. we will hear from some of the women transforming business including commerce secretary gina ramaundo. you can scan the qr code on your screen or go to cnbcevents.com/change maker. you don't want to miss that. that does it for the...
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Apr 30, 2024
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it's possible that google gets is intermediated. i understand the various concerns on google. they have this extremely strong dominant position, nothing could up and that unless you added technology shift. genai potentially is a technology shift. it is that google has been investing in genai, you know, they've been talking about this being nai first company for about seven years. so, they weren't late to the party. i think the party got started and they got maybe a bit of a cake and they got it and i think this fired up google a little bit. i think all of that set up is correct. i like google here. now the risk reward is even stephen. earlier this year, it heavily favored google for smart, savvy investors like dan. >> to be clear, he points out as well the third point returned 7.8% in the flexion fund during the first quarter, meta-, big contributor to that. he has that too. amazon, a big contributor to that as well as microsoft and, by the way, he also reveals adding to their position in tsmc, that is taiwan semi. we can send that up there as well. again, around ai. daniel lo
it's possible that google gets is intermediated. i understand the various concerns on google. they have this extremely strong dominant position, nothing could up and that unless you added technology shift. genai potentially is a technology shift. it is that google has been investing in genai, you know, they've been talking about this being nai first company for about seven years. so, they weren't late to the party. i think the party got started and they got maybe a bit of a cake and they got it...
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Apr 8, 2024
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you can make an argument that google is now. but meta and google are both part of the cyclicality of the economy, especially in ad spend, and that's really good. we don't talk about their core business, we've been so quick to point out just, where are they tomorrow? i think tomorrow is certainly going to be fine. >> yeah, to me, it's really about sentiment and expectations. if you think about nvidia, the sentiment is really bullish and the expectations are high. google, the sentiment is really bearish, expectations are actually very low. so, when they talk about a broadening out, different ways to play this, nvidia was the way to play it over the last year and a half. you have that 300% gain. the one thing i'll just say is that expectations for earnings growth this year, current fiscal year for nvidia are about 80% and same for sales growth, and the stock trades 35 times this year's expected earnings. this is not an expensive stock. here's the problem with next year, 2025, you have expectations for 22% earnings and sales growth
you can make an argument that google is now. but meta and google are both part of the cyclicality of the economy, especially in ad spend, and that's really good. we don't talk about their core business, we've been so quick to point out just, where are they tomorrow? i think tomorrow is certainly going to be fine. >> yeah, to me, it's really about sentiment and expectations. if you think about nvidia, the sentiment is really bullish and the expectations are high. google, the sentiment is...
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Apr 9, 2024
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with google you have to wait. it is a big company, completely competent from a technical standpoint. the culture was moving slow. i was like, give it time to see if they can right the ship. i'm not 100% confident they are going to. there are still cultural issues within the company, but people who said it was over for google that was way oo early. even thinking about search, being has not cut into google's lead. we are more than a year after the introduction of chat gpt. >> let us switch to amazon trying to close at a new high today. it may not get there at this moment. how would you assess the job that the ceo has done, the hand that he was dealt, and that time it has taken him to turn the ship around. i mean, is that too much to say that they have turned the ship around at this point? can he declare victory at this point? >> i think they've turned it around but in a very particular way. they cleaned up some of the mess that jeff bezos left. jeff raises wanted to do everything, not all of them were working, and t
with google you have to wait. it is a big company, completely competent from a technical standpoint. the culture was moving slow. i was like, give it time to see if they can right the ship. i'm not 100% confident they are going to. there are still cultural issues within the company, but people who said it was over for google that was way oo early. even thinking about search, being has not cut into google's lead. we are more than a year after the introduction of chat gpt. >> let us switch...
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Apr 9, 2024
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google gains. the tech giant closing back in on a $2 trillion market cap as shares hit another all-time high. how alphabet got its a.i. ambitions back on track and how the cloud is powering those gains. >>> plus, charged up. utility companies rushing to upgrade u.s. electricity grids and that is driving power prices higher for you. what could that mean for inflation, as the fed ponders its rate cut path? >>> and later, boeing's backslide as the plane maker faces another whistle blower claim. cisco surges on a bullish call. and banks get ready to kick off q-1 earnings season. how the rate backdrop will impact their business. i'm melissa lee, coming to you live from studio b at the nasdaq. on the desk tonight -- julie biel, in person, karen fine fin finerman, dan nathan, and guy adami. >>> the nasdaq and the s&p managing to climb into the green, why the dow was slightly lower ahead of cpi. economists expect consumer prices rose 0.3% vert acceleration to 3.7%. we'll get to all of that in just a minute
google gains. the tech giant closing back in on a $2 trillion market cap as shares hit another all-time high. how alphabet got its a.i. ambitions back on track and how the cloud is powering those gains. >>> plus, charged up. utility companies rushing to upgrade u.s. electricity grids and that is driving power prices higher for you. what could that mean for inflation, as the fed ponders its rate cut path? >>> and later, boeing's backslide as the plane maker faces another...
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Apr 9, 2024
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then you have google. this is a real opportunity for google to gain some ground if they have the right tools. and it's all -- i'm told, about openness and choice. any enterprise that wants to develop their new gen-ai offerings, they want to go to the cloud provider that has the anthropic, the chatgpt the many, many other models. >> so it's a coming battle between these giants really. >> yeah. that's why i use all of these cloud events, right? you see aws and google cloud next is going on right now. they're all touting all these tools and all of their partners and all the customers sort of that are using their cloud infrastructure. so it feels like kind of a new battle. first over infrastructure. then it was over apps. now it's over gen-ai tools. >> the evolution of it is fascinating to watch. >>> folks, coming up, a former bolero employee claiming the company threatened to report him to the fbi. now trying to sue over proposed extortion and retaliation. details ahead. >>> and as we head to break, a quick p
then you have google. this is a real opportunity for google to gain some ground if they have the right tools. and it's all -- i'm told, about openness and choice. any enterprise that wants to develop their new gen-ai offerings, they want to go to the cloud provider that has the anthropic, the chatgpt the many, many other models. >> so it's a coming battle between these giants really. >> yeah. that's why i use all of these cloud events, right? you see aws and google cloud next is...
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Apr 26, 2024
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this report from google is more reflective than the google ad environment? >> absolutely. google and meta have half of the global digital ad market both added $6 billion and $7 billion respectively in terms of additional ad spend year on year when you add that with microsoft, you are looking at $25 billion of incremental revenue they pulled in year on year that is unprecedented. we have never seen that economic concentration. they are backing that up with massive investment google is on the $50 billion cap ex run rate. they are plowing money into the a.i. arms race like never before. >> alphabet cap ex is up year on year most of the spending is expected to be spent on artificial intelligence snap is using a.i. to boost their ad business. mark zuckerberg is investing in a.i., but did not have a clear path forward richard, does a.i. matter when it comes to the ad space i don't think we quite see the impact of it when it comes to the copilot. in the ad space, is there a definitive use case? >> the reality is a.i. has been driving the ad business for years already. all of the
this report from google is more reflective than the google ad environment? >> absolutely. google and meta have half of the global digital ad market both added $6 billion and $7 billion respectively in terms of additional ad spend year on year when you add that with microsoft, you are looking at $25 billion of incremental revenue they pulled in year on year that is unprecedented. we have never seen that economic concentration. they are backing that up with massive investment google is on...
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Apr 25, 2024
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go google's parent adding more than $300 billion in market cap after announcing its first ever dividend and a $70 billion stock buy-back let's get more on the numbers with deirdre bosa. >> hey, mel. the call is still under way. the q&a should be beginning soon no surprise, the ceo spent a lot of time talking about his a.i. strategy i want to highlight how the company says it's navigating generative a.i. in search ads, its cash cow he says he's encouraged by what he's seeing so far, including an increase in search usage the chief business officer went a little further, saying that ads are, indeed, finding a place in gen-a.i. products and confident that the opportunity will expand. he also made a point to tell investors that google isn't just search ads anymore he noted that youtube and cloud will have a combined run rate of over $100 billion, suggesting that growth of those units will increase, as well. now, he's also keeping efficiency front of mind, investors loved this he noted head count growth, which was a reduction year over year, and monetization he listed a number of paths to mak
go google's parent adding more than $300 billion in market cap after announcing its first ever dividend and a $70 billion stock buy-back let's get more on the numbers with deirdre bosa. >> hey, mel. the call is still under way. the q&a should be beginning soon no surprise, the ceo spent a lot of time talking about his a.i. strategy i want to highlight how the company says it's navigating generative a.i. in search ads, its cash cow he says he's encouraged by what he's seeing so far,...
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Apr 26, 2024
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boosted by earnings by microsoft and especially google. alphabet up more than 10% today, as you see right there we'll have more on those results coming. >> and what we're seeing here is that today's game is really pushing alphabet into the $2 million market cap along with microsoft and nvidia all the major averages set to end this week with gains the nasdaq up more than 4% you can see that big drop yesterday morning and then that steady rebound yesterday and into today's session we'll keep our eye on that, tyler. >> all right let's start with a number helping to clear the way for this rally after yesterday's worrying gdp report. the markets seemed to like what they saw in this morning's pce that's an inflation number steve joins us now with a little bit more what did they like and you started to explain this in the last hour or two, and i'd love to hear you continue. what is the difference between pce and cpi and all these other different inflation numbers, and why does the fed like pce? >> all right i'll start there the cpi is the consume
boosted by earnings by microsoft and especially google. alphabet up more than 10% today, as you see right there we'll have more on those results coming. >> and what we're seeing here is that today's game is really pushing alphabet into the $2 million market cap along with microsoft and nvidia all the major averages set to end this week with gains the nasdaq up more than 4% you can see that big drop yesterday morning and then that steady rebound yesterday and into today's session we'll...
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Apr 26, 2024
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there is one google. this is it to think google wouldn't fix that and learn from that mistake going forward, that was a fixable issue. it was not a shot to the heart they don't really know what they own. they puked it creating opportunity. frankly, that's the advantage for me of not being benchmarked. i don't think tech has to be this, i'll take a slightly out sized bet and be slightly 1% above or i can't have a position larger than 3% i'm just there to make money or in some cases lose money. but frankly, this is one that will keep going and going. >> today, you guys are making money. the stock sitting at 172 a lot of price target upgrades, too. we've got to move on to microsoft because this is also an impressive report this is one of your holdings what did you make of the quarter? >> so i think they are like the best combo from a ceo/cfo out there. i thought what he said was so important. he's like, as it relates to ai, he said we are continuing to ai dmom ratize expertise across the workforce. i sit in
there is one google. this is it to think google wouldn't fix that and learn from that mistake going forward, that was a fixable issue. it was not a shot to the heart they don't really know what they own. they puked it creating opportunity. frankly, that's the advantage for me of not being benchmarked. i don't think tech has to be this, i'll take a slightly out sized bet and be slightly 1% above or i can't have a position larger than 3% i'm just there to make money or in some cases lose money....
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Apr 24, 2024
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>> more cautious on google, but here is the thing about google. there is only one mag 7 stock that is up over the last month, it is google. i think the story with that is, a month ago, investors had totally written off google. they gave up on it. we had the gemini issues -- >> longer back than a month ago. >> it was ugly. >> basically, for the last year, the noise around that company is that it is lost. >> yes. >> not only lost the ai race, but it has just lost. >> right. internally, it feels like the good news is, though, we are starting to see just a little bit of them coming back to sanity, coming back to reality, and may be a meta like year of efficiency. we saw yesterday, the search boss talked about efficiency. and it is funny hearing their search boss say, "we need urgency at google," is empowering. and it is important for me as an investor to hear that because that is a fair criticism of google over the last year. they need urgency. hopefully, we hear more about it on the call. >> funny that the stock performance hasn't matched the narrati
>> more cautious on google, but here is the thing about google. there is only one mag 7 stock that is up over the last month, it is google. i think the story with that is, a month ago, investors had totally written off google. they gave up on it. we had the gemini issues -- >> longer back than a month ago. >> it was ugly. >> basically, for the last year, the noise around that company is that it is lost. >> yes. >> not only lost the ai race, but it has just...
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Apr 18, 2024
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worker, they're not looking at the fact that we're working for google since we work for google, we work for the world the decisions we make as a company impact the world this is why i say to tech companies, especially ceos, i talk to them all the time, this is the reason why we're seeing union organizing going through the roof in the tech industry. the thing that google is facing is what many other tech companies are facing, they have employees who are saying, asking the question what did we stand for, and if we determine what we stand for, what are we going to do to make sure we continue to stand for that very thing. what the tech industry is saying today, exactly what manufacturing saw 60 years ago, workers were asking what do we stand for. >> it is a difficult subject and i think especially because we're in it right now, and we see what is happening in gaza, in israel, and people rightly have feelings about who is right in that situation. but i think if you take the specifics out of it and say, hey, protesting at a company when they tell you not to, if we go back to the 80s and talki
worker, they're not looking at the fact that we're working for google since we work for google, we work for the world the decisions we make as a company impact the world this is why i say to tech companies, especially ceos, i talk to them all the time, this is the reason why we're seeing union organizing going through the roof in the tech industry. the thing that google is facing is what many other tech companies are facing, they have employees who are saying, asking the question what did we...
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Apr 18, 2024
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but no, google is up 50%, microsoft is up 40 >> the price action has been very impressive to google. the arms race for a.i. continues. it's nice to see some of the partnership deals that google has put in place, they have done a deal with apple. now they are looking to do a deal with mehta. i think this is exciting for their business, the u2 business, the search business. the other big part for me, they've been improving operational margin significantly, you are starting to see google cloud has recently become profitable, that's not a story we talk a lot about, but i think there is upside there as well. >> joe, you get the last word. >> the s&p is in retreat, going back to the february gap. we got down to 5000 today. i'm going to put on the hat of someone who is short in the market. what else are you waiting for? wait until it gets to 4984, profit margin extensions here, earnings have been strong, the prevailing bull trend is still in place for the market. i don't know, we are getting pretty close to the point where we might find the bottom. so that's a good last word. we will see wh
but no, google is up 50%, microsoft is up 40 >> the price action has been very impressive to google. the arms race for a.i. continues. it's nice to see some of the partnership deals that google has put in place, they have done a deal with apple. now they are looking to do a deal with mehta. i think this is exciting for their business, the u2 business, the search business. the other big part for me, they've been improving operational margin significantly, you are starting to see google...
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Apr 9, 2024
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Apr 25, 2024
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that applies for google as well revenue contribution is still unclear, but for google it is expected to show up in the cloud. continues to spend bill, warning that capex spend will be larger. how does sundar pichai protect search ads while embracing gen a.i. and chatbots? look to core search advertising numbers. the advertising numbers were lower than expected and some thought, uh-oh, gen a.i. is pulling away from search google, too, needs a new ceo they still don't have one. potentially an announcement tonight. we'll be listening maybe a small chance of this, some are looking tonight for a dividend especially after meta sur surprised markets by issuing one that could offset some concerns around spending. it has withheld for a long time. >> jim, what are you expecting you're a shareholder >> i am not expecting a reaction in either. the multiple differential is too wide but if that corrects by maybe microsoft coming down and google going up they all have irons in the fire besides this you have the web services. you have the basic search businesses and web at google not to mention yaho
that applies for google as well revenue contribution is still unclear, but for google it is expected to show up in the cloud. continues to spend bill, warning that capex spend will be larger. how does sundar pichai protect search ads while embracing gen a.i. and chatbots? look to core search advertising numbers. the advertising numbers were lower than expected and some thought, uh-oh, gen a.i. is pulling away from search google, too, needs a new ceo they still don't have one. potentially an...
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Apr 8, 2024
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google was here before anyone else. yet somehow over the last 12 to 18 months, their position has been in question. >> it has. it's so interesting because it's not as though d, and you know this, of course, it's not as though the stock has so dramatically underperforming let's say microsoft, for example, even though the narrative would have you believe that this company's ai ambitions have been all but left for dead. >> yeah, and part of that is when you come out with sort of a new product, a new chat bot like a gemini. chatgpt had these issues as well. there's going to be issues because users are going to go on and try and trip it up too. so google most recently announced its gemini layers of generative ai, chat bots and they had a few stumbles like its image generating product, they had to suspend it because it was going a little bit too politically correct. so they have a lot to make up for here. one of the things that investors should listen for are options, right? and you hear about these investments. google and am
google was here before anyone else. yet somehow over the last 12 to 18 months, their position has been in question. >> it has. it's so interesting because it's not as though d, and you know this, of course, it's not as though the stock has so dramatically underperforming let's say microsoft, for example, even though the narrative would have you believe that this company's ai ambitions have been all but left for dead. >> yeah, and part of that is when you come out with sort of a new...
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Apr 23, 2024
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and google before that and baidu. we'll keep our united states on anthropic. >> i still get disappointed when you ask -- it was a sentient question, it could know everything you want to know about the history of samurai, but you ask it the easiest question. >> the wikipedia page knows a lot more than you know about a lot of different topics, but that doesn't help you plan your vacation. >> that's not like human -- the brain -- still, the brain is the -- as far as we know, the wonder of the entire universe. the human brain is the wonder of the universe, is it not? yours, especially. >> i don't know about that. we'll see. it may not be in two or three years, that may be one of the wonders of the universe. >> but is it two or the three years? >> i think we'll get close to doing pretty close stuff. >> at least i don't want them when they need to pick the biggest airport in the united states, they pick one in canada. >>> coming up, nobel prize winning economist joseph stiglitz joins us for a conversation on the health of t
and google before that and baidu. we'll keep our united states on anthropic. >> i still get disappointed when you ask -- it was a sentient question, it could know everything you want to know about the history of samurai, but you ask it the easiest question. >> the wikipedia page knows a lot more than you know about a lot of different topics, but that doesn't help you plan your vacation. >> that's not like human -- the brain -- still, the brain is the -- as far as we know, the...
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Apr 25, 2024
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google has the premium service google this more at risk than meta google business is search and the entire search model is in a way that music is to cds people don't need to search if they have embedded a.i. in the copilot. >> hyper scalers you say it is critical for a.i. leadership azure, the cloud offering, and amazon web services are in the lead google the right now is a loser slight deceleration from last quarter, but strong. the consensus is they are gaining market share why do you see them as a loser >> i think google is number three and a distance between number one and two i think cloud is a pre-requisite for a.i. they are well positioned there my key for google is the search business means they haven't articulated the business model to solve the threat to a.i. >> very quickly, oracle, do you see them as a rising player? when the a.i. revolution started, they were vocal about the partnership with nvidia. >> i see them as a rising player i have them in my portfolio. they will be strong in health tech that is the big industry to get reformed i think in the same way that larry ellison
google has the premium service google this more at risk than meta google business is search and the entire search model is in a way that music is to cds people don't need to search if they have embedded a.i. in the copilot. >> hyper scalers you say it is critical for a.i. leadership azure, the cloud offering, and amazon web services are in the lead google the right now is a loser slight deceleration from last quarter, but strong. the consensus is they are gaining market share why do you...
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Apr 26, 2024
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google is restructuring. if you look at microsoft, the head count was down and costs are not growing as much. they are all investing in the cap ex amy is saying we are only going to build up the cap ex if demand is there if you transition back to meta they are investing heavily they raised cap ex again the second thing is they are not showing as much cost control as others they are showing some. the cap ex is going to old reality labs business. investors see that as suspicious not all of it is going to a.i. the other bit that is quite clear is that google and microsoft have businesses benefitting from that. we are seeing the revenue. microsoft said 7% of growth in cloud was coming from a.i. products meta is actually not really clear what their business model is going to be they are giving away the models. >> investors do not like the metaverse one bit. one thing that is underreported is the digital ad business google with a rebound. double bdigits year over year. what does that tell you about the companies fo
google is restructuring. if you look at microsoft, the head count was down and costs are not growing as much. they are all investing in the cap ex amy is saying we are only going to build up the cap ex if demand is there if you transition back to meta they are investing heavily they raised cap ex again the second thing is they are not showing as much cost control as others they are showing some. the cap ex is going to old reality labs business. investors see that as suspicious not all of it is...
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Apr 29, 2024
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many incruding yours truly were concerned about how ai could hurt google's search it helps search which then helps advertising. allowed us to see the good things that are happening at google cloud they've announced new products and features in the last eight months more than 300 partners including mercedes-benz and walmart. all huge accounts. they claim the cloud business is viewed at the leader in cybersecurity. they're using alphabet for health i can't disagree as for search, it beat expectations by 100 basis points, growing at 14% we know viewers are watching a billion hours of youtube each day and ad revenues were up 21%. cloud's up 28% if you put youtube and cloud together, these businesses without exit the year at a phenomenal $100 billion run rate fantastic margins. buy, buy, buy. at alphabet president stated, youtube has become the leader in streaming for the last 12 months for example, help mcdonald's build the restaurant of the future, they're deepening their partnership across google cloud. i love that kind of detail operating expenses were 24.1%. there were $760 million in e
many incruding yours truly were concerned about how ai could hurt google's search it helps search which then helps advertising. allowed us to see the good things that are happening at google cloud they've announced new products and features in the last eight months more than 300 partners including mercedes-benz and walmart. all huge accounts. they claim the cloud business is viewed at the leader in cybersecurity. they're using alphabet for health i can't disagree as for search, it beat...
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Apr 18, 2024
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big-cap tech here, nvidia and google still -- apple, still mixed here alphabet is up slightly. micron is down almost 3% that's a really weak stock in that sector right now. for earnings, you heard about dr horton here. for all the worry about higher rates, dr horton has done very well here. they beat on the top and bottom line they were asked about the high rates, sticky inflation. they said they're going to center on incentives incentives usually means some mix of closing cost assistance or mortgage rate buydowns, price discounts, all sorts of things out there. but the bottom line, not a bad earnings report, though the stock is down. i'm focused on ipos today that opened at the new york stock exchange centuri holdings is an energy infrastructure play. that came at $23.75. it was priced at $21, the high end of the range that just opened a little while ago. and a few moments ago, ibotta opened they priced at $88 that was above the range, and look at this, opened at $117 so the price talk was $76 to $84. the price is at $88. opened at $117 now at $109. again, this is a digital ad
big-cap tech here, nvidia and google still -- apple, still mixed here alphabet is up slightly. micron is down almost 3% that's a really weak stock in that sector right now. for earnings, you heard about dr horton here. for all the worry about higher rates, dr horton has done very well here. they beat on the top and bottom line they were asked about the high rates, sticky inflation. they said they're going to center on incentives incentives usually means some mix of closing cost assistance or...
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Apr 25, 2024
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microsoft and google are both expected to show strong growth with the cloud business. how important is that growth we saw meta with great results eps doubled year over year, but the invest m ment in a.i. is as important for growth >> they are important. i think the difference is for microsoft a.i. is an enabler for google, the cloud business can pick up growth and show growth from a.i. on the contributions with the gpu here. deaffinitely the cloud growth is important here >> okay. let's talk about ad spending for a moment meta posted a miss when it came to the ad. >> referee: ad revenue it is a big part of the business for microsoft. should investors be concerned about the digital ad spending market and outlook >> it is a bigger issue for google oand alphabet what happens is can they continue their low comp from last year. we are expecting 12% growth in the ad spending and ad business. can we see that? that would give some comfort to investors that the search business is not getting disrupted by a.i you know, meta pointed to slowdowns from china that's something to wat
microsoft and google are both expected to show strong growth with the cloud business. how important is that growth we saw meta with great results eps doubled year over year, but the invest m ment in a.i. is as important for growth >> they are important. i think the difference is for microsoft a.i. is an enabler for google, the cloud business can pick up growth and show growth from a.i. on the contributions with the gpu here. deaffinitely the cloud growth is important here >> okay....
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Apr 30, 2024
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karen and i were talking preshow, they have an agreement with google, google is sending them ads on their platform, that's probably helping, as well, drive traffic, drive revenues, so, let's see where the stock settles in. a move like this, i don't want to be a buyer or seller. >>> eli lilly topping the tape, soaring 6% on earnings beat and full-year guidance that came in well above street estimates, even with a revenue miss in the quarter. receiving strong demand and increasing supply for its weight loss drugs. the stock is now less than $20 away from the all-time high it made in march. so, second half, there will be better production to meet the staggering demand. >> i want to go to you first on this one. i mean, so, the mounjaro miss was -- that was the only thing to point to, right? and i don't think -- >> it's not because of demand. >> right. >> it's wholesaler destocking. it's not -- >> we get to this, is it deny -- a sale denied or delayed? it's delayed. so, this was really impressive. i don't know what inning -- it is nvidia and just a totally different market. i don't know what i
karen and i were talking preshow, they have an agreement with google, google is sending them ads on their platform, that's probably helping, as well, drive traffic, drive revenues, so, let's see where the stock settles in. a move like this, i don't want to be a buyer or seller. >>> eli lilly topping the tape, soaring 6% on earnings beat and full-year guidance that came in well above street estimates, even with a revenue miss in the quarter. receiving strong demand and increasing supply...
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Apr 24, 2024
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you can't do that with google. for me, with my strategy that eliminates it from my portfolio. >> so let's talk tesla bryn, i'll start with you. we made it our chart of the day, obviously, on the back of earnings it is higher it's not like the earnings report was great it was far from it but this idea of what musk talked about about the production of affordable new evs by early '25 is what has jump started the stock today, so you'll take the leader of this company at his word, i suspect the market seems to be >> yeah, well, you and i talked about this on "closing bell" yesterday, and i said, the sentiment and the bearishness on this stock, right, not the company, on the stock, was so loud, it was deafening if i was short the stock, which clearly i'm long, i would not be short this name going into the earnings print if they do even less, the stock is going to pop. that's exactly what happened i thought it was a very good earnings call. elon was like the adult in the room to me it was quintessential elon he had good a
you can't do that with google. for me, with my strategy that eliminates it from my portfolio. >> so let's talk tesla bryn, i'll start with you. we made it our chart of the day, obviously, on the back of earnings it is higher it's not like the earnings report was great it was far from it but this idea of what musk talked about about the production of affordable new evs by early '25 is what has jump started the stock today, so you'll take the leader of this company at his word, i suspect...
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Apr 12, 2024
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i think google is in a strong spot to drive that transition. as a technology provider in the hyper scaler cloud infrastructure wars, they are an incredible partner. we have a service called box ai. we connect to different models, including openai and google, and we find their technology to be extremely strong. our customers are clamoring for these use cases around how do they work with their data? google is one of our strongest partners in this space. >> so do not count them out? >> absolutely not. >> aaron, thank you for coming in. >>> let's get a quick check on stocks. they are at session lows at the moment. the s&p 500 is down. losses in the nasdaq have accelerated. tech very weak, down 1.8%. and we have a news alert on an upcoming ipo. leslie picker has the story. >> yeah, it's our sweet spot here, stub hub is working with advisers to go public this summer. that's according to a person familiar with the matter and confirms a report by the information. i'm told the company is aiming for a valuation that surpasses their latest private round f
i think google is in a strong spot to drive that transition. as a technology provider in the hyper scaler cloud infrastructure wars, they are an incredible partner. we have a service called box ai. we connect to different models, including openai and google, and we find their technology to be extremely strong. our customers are clamoring for these use cases around how do they work with their data? google is one of our strongest partners in this space. >> so do not count them out? >>...
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Apr 26, 2024
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everybody is worried about the future for google, but the present looks real good for google as reacceleration in terms of revenue growth, issued a dividend, offered a stock buyback. -- making trouble inside the company saying, no more, you guys got to get out. all of a sudden the narrative around apple -- around alphabet starting to shift. people starting to say, this company remains strong those worries might come into play but they're not happening immediately. now we're looking at it, $2 trillion. >> truly is. the radio folks, alphabet, google, is up 10% right now, just a monster move. going back nine and a half years. best say since it did feel like you see all these things that are happening at the company and people are like, oh, gemini's got these weird search results and it's gotten too whatever. pichai laying down the hammer. it's a place of work you do work or you go somewhere else it feels like that did have a market shift almost. >> definitely. he had to change the story and i think he understood that he fired the employees that had taken over -- it's not like they were hanging ou
everybody is worried about the future for google, but the present looks real good for google as reacceleration in terms of revenue growth, issued a dividend, offered a stock buyback. -- making trouble inside the company saying, no more, you guys got to get out. all of a sudden the narrative around apple -- around alphabet starting to shift. people starting to say, this company remains strong those worries might come into play but they're not happening immediately. now we're looking at it, $2...
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Apr 9, 2024
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ain't going to be google anymore. i think that's a reasonable take on why to be cautious on the name. to rob's point, that's okay. the stock was inextensive relative to the fundamentals today and is not inherent lip at risk for a massive disruption. it takes a long time to figure out who will be the long-term winner in agi. we know the players. >> better performing stock over the last 12 months, alphabet or microsoft? identical. 45% each. if i asked a lot of people that question, who has performed better, i bet you the majority would say of course microsoft. not the case. >> the ownership we have is related to price and is related to momentum. that's been the strongest factor. i understand the fundamental argument you're making. i understand the a.i. inclusion, all of that, but there were questions surrounding the stock in the last six to eight weeks and there were volume i had questions. it has driven investors back to the skok stock. >>> we go to kate rooney as we approach a potential milestone. >> reporter: we have
ain't going to be google anymore. i think that's a reasonable take on why to be cautious on the name. to rob's point, that's okay. the stock was inextensive relative to the fundamentals today and is not inherent lip at risk for a massive disruption. it takes a long time to figure out who will be the long-term winner in agi. we know the players. >> better performing stock over the last 12 months, alphabet or microsoft? identical. 45% each. if i asked a lot of people that question, who has...
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Apr 19, 2024
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and remember that google has built on this mantra of don't be evil the idea that ethics and business go hand in hand in the age of ai, we are seeing this narrative change. this age of ai is arguably the biggest existential risk to de google in decades and requires tougher leadership that's what we're seeing hims of now. we'll see next week when mega cap earnings get underway. it's helping financials, as well, and that is a big question as we head into earnings google reports on tuesday how are those search numbers, advertising numbers going to look, tileer >> thank you very much deidre bosa reporting. >>> according to data, last year california had more than 181,000 homeless individuals, up more than 30% from 2007 and now, los angeles county is turning to ai to help find people before they join that statistic. kate rogers joins us now with more hi, kate >> reporter: hi, tyler l.a. county's homelessness prevention unit has intervened with 800 individuals and families using ai to identify people most at risk of losing housing. the program relies on a model developed by the california p
and remember that google has built on this mantra of don't be evil the idea that ethics and business go hand in hand in the age of ai, we are seeing this narrative change. this age of ai is arguably the biggest existential risk to de google in decades and requires tougher leadership that's what we're seeing hims of now. we'll see next week when mega cap earnings get underway. it's helping financials, as well, and that is a big question as we head into earnings google reports on tuesday how are...
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Apr 29, 2024
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you know, aapple, again, i think there's a defensive aspect and google was a surprise. i think that stock has been flat, and they had strong earnings there, new dividend i think there are pockets of the market where you can play. i just think that it's going to be a lot-earning-dependent and not so much about a thesis and when and how much the fed is going to cut >> all right, well, coming up, we're watching paramount shares on the move after the company's earnings report. how the ceo stepping down will impact the future of the company and the latest on deal talks, that's next. >>> and by the way, speaking of earnings, sofi getting hit what has investors heading for the door on this heavyweight we'll explain when "fast money" returns. we're back in two. still have a lot of show for you. >>> you're watching "fast money" here on cnbc we'll be right back. with no children and no casinos. we actually have reinvented ocean voyages, designing all-inclusive experiences for the thinking person. viking - voted world's best by both travel + leisure and condé nast traveler. learn
you know, aapple, again, i think there's a defensive aspect and google was a surprise. i think that stock has been flat, and they had strong earnings there, new dividend i think there are pockets of the market where you can play. i just think that it's going to be a lot-earning-dependent and not so much about a thesis and when and how much the fed is going to cut >> all right, well, coming up, we're watching paramount shares on the move after the company's earnings report. how the ceo...
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Apr 9, 2024
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people keep thinking they'll do the deal with google. that was supposed to happen in seven days, and hasn't happened. i don't know what's going on at ap ul. i continue to say own it, don't trade it. we need a phone that has ai in it like samsung. >> you just wait for the leaks to come out about june 10th? >> yes, you have to. i know it's tough. i know there are people who say why should i hold this thing. i think it should be held. i have great faith in tim cook. >> there is a bold case not embraced by that many, but i did run into one yesterday, significant holder, everybody is underestimating apple and siri. they're going to come with a cycle that blows people away. i'm looking at my notes here. >> siri has got much more -- >> by the way, apple has your location and your text messages. they can use that for training their ai don't underestimate what they will do once they do it. >> that's why i say own it, don't trade it. you don't know what they're going to release. you know siri, from the people i deal with, siri is going to be far m
people keep thinking they'll do the deal with google. that was supposed to happen in seven days, and hasn't happened. i don't know what's going on at ap ul. i continue to say own it, don't trade it. we need a phone that has ai in it like samsung. >> you just wait for the leaks to come out about june 10th? >> yes, you have to. i know it's tough. i know there are people who say why should i hold this thing. i think it should be held. i have great faith in tim cook. >> there is a...
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Apr 26, 2024
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and alphabet, the ceo shot back at the idea google's core search business was under threat from chat bot search ends. he said -- >> he said google will monetize ai through subscriptions and cloud, just like microsoft is doing. one other interesting argument not related to ai necessarily, he said youtube and google cloud combined will have a $100 billion run rate this year his way of saying alphabet's more than just selling search ads. >> what do i get if i subscribe to one of these ai services, what is the one from microsoft >> microsoft is co-pilot >> and google -- >> so there's consumer versions that just regular people can sign up for on an individual basis. >> for free? >> there's a free version, a paid version is $20 a month. by the way, openai has a similar product that it offers by itself and that is also what google is trying to do is offer these subscriptions. on the enterprise level, that's where the real money is. big businesses coming in, tens of thousands of people coming in i just showed you that wall of companies buying, multiply 10,000 by $30 a month. that's why there
and alphabet, the ceo shot back at the idea google's core search business was under threat from chat bot search ends. he said -- >> he said google will monetize ai through subscriptions and cloud, just like microsoft is doing. one other interesting argument not related to ai necessarily, he said youtube and google cloud combined will have a $100 billion run rate this year his way of saying alphabet's more than just selling search ads. >> what do i get if i subscribe to one of these...
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Apr 18, 2024
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on top of that there's a new relationship with google here. previously already a relationship with bing, when you ask meta a.i. a question that needs to search the web or crawl the web for the exact right answer it will credit google or credit bing as the source of that i asked meta what the nature of that relationship is, who is paying who, basically. they wouldn't tell me that, but it is also kind of a boost here for google search and bing search being tapped by the large language model, scott. >> steve kovach, thank you very much for that interesting news exactly what we were talking about earlier. >> the nature is very different from the world gardens that so many of these large tech giants have historically built. i think it's the smart route i think you want mass adoption and then you want to take all of that usership and analyze what are people really doing with these products and with these features and how do we build upon that? we're in the stage where no one will own it because no one really seems to be trying to own it they seem to
on top of that there's a new relationship with google here. previously already a relationship with bing, when you ask meta a.i. a question that needs to search the web or crawl the web for the exact right answer it will credit google or credit bing as the source of that i asked meta what the nature of that relationship is, who is paying who, basically. they wouldn't tell me that, but it is also kind of a boost here for google search and bing search being tapped by the large language model,...
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Apr 26, 2024
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that's amazon, google, microsoft, meta. i think the rest are going to be very difficult there will be room for ai players in verticals like health care and retail that we think, again, the companies that have that data and have that user, it's really hard to train, to effectively run these systems, so it's going to be very, very difficult for the others to survive. so the question is, what happens to oracle? they're on the cut line. i think they'll benefit, but there's others that will -- may not. weigh what's going to happen to ibm? are they in that same situation i'm talking about in the big four and the answer is no. >> right we know the one key beneficiary, i don't believe you cover nvidia but that stock up another almost 5% this morning. >> absolutely. they're the number one from every piece of work we do, everyone is spending on nvidia and again, this is hard to have these conversations with our clients right now, as a software analyst, you know, i feel like i'm -- i'm on aisle 4 mopping up a spilled milk everyone wan
that's amazon, google, microsoft, meta. i think the rest are going to be very difficult there will be room for ai players in verticals like health care and retail that we think, again, the companies that have that data and have that user, it's really hard to train, to effectively run these systems, so it's going to be very, very difficult for the others to survive. so the question is, what happens to oracle? they're on the cut line. i think they'll benefit, but there's others that will -- may...
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Apr 10, 2024
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i know that google and nvidia are working together. i know that jensen huang said if google's making a chip, i want to help. is that a reason to bail? well, go ahead. i said it over and over again after the gtc conference, the stock goes now. now we're in the gtc conference. what a shocker? shocker. >> as for the mag seven overall, mentioned it at the top. alphabet, amazon, of course, all-time highs. alphabet is something of a surprise. again, i've made this point a number of times. given the existential crisis that lasted a week there for investors. >> and thomas curry is the star of the show. >> and the number of well-known pundits reflecting on social media for -- x, for example, about the coming demise or questioning its ability to compete or whether -- >> that got down to -- >> it might still have its monopoly in search threatened. >> it had the multiple in the french fry company, for heaven's sake. >> thomas kurian, of course, the -- yeah, they had their big -- >> that's a big get. >> yeah, that is a big get. >> if you're not res
i know that google and nvidia are working together. i know that jensen huang said if google's making a chip, i want to help. is that a reason to bail? well, go ahead. i said it over and over again after the gtc conference, the stock goes now. now we're in the gtc conference. what a shocker? shocker. >> as for the mag seven overall, mentioned it at the top. alphabet, amazon, of course, all-time highs. alphabet is something of a surprise. again, i've made this point a number of times. given...
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Apr 30, 2024
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the speed of growth with google at 30% and microsoft in the mid-20s. amazon has slowed down in growth compared to the competitors, but being the largest for the longest time, it is still a law of numbers. everybody wants more growth and they want it faster. aws that's show it can compete with the rivals. i don't think it is just about how fast cloud is growing, frank. it is about how much they can compel the market that their a.i. market solutions and capabilities are competitive with google and microsoft which seem to have more of the finesse. amazon came later with the bedrock and anthropic partnerships. people will look at the levers and look to see if it will grow quickly enough and on the a.i. story. >> you are hitting on a number of facts and issues here or things we need to look for with amazon. the numbers are one thing, but how important is the commentary? amazon continuing to spell out the narrative with artificial intelligence. >> you heard it from kate. there is a delicate balance they have to walk between meta and mark zuckerberg overspend
the speed of growth with google at 30% and microsoft in the mid-20s. amazon has slowed down in growth compared to the competitors, but being the largest for the longest time, it is still a law of numbers. everybody wants more growth and they want it faster. aws that's show it can compete with the rivals. i don't think it is just about how fast cloud is growing, frank. it is about how much they can compel the market that their a.i. market solutions and capabilities are competitive with google...
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Apr 22, 2024
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one, if you don't own like the microsoft, the amazon, and google. if you don't have some core positions there, those are core positions for me. i would look at the stock that hasn't performed all that well and has pulled back for some other reasons that has a reasonable growth rate and kind of a core position in the consumer less riskier area. money market at 5.3% or 5% anywhere in there the treasury bill right now three months is around again, 5.3%, 5.4%. you're still etting paid to wait and be cautious, and there is a lot of money out there that seems very patient in waiting to see also the white of inflation eyes. and they will sound the all clear. >> wow, the white of inflation eyes. i mean that's really saying something there, michael. >> it's vivid. >> thank you. >> thank you, all. >>> coming up, today is earth day. there is a big money at stake as well. global funding into clean energy hit a record high in 2023. now massachusetts is looking to attract climate tech to the state. governor maura healey joins us next. to start a business, you nee
one, if you don't own like the microsoft, the amazon, and google. if you don't have some core positions there, those are core positions for me. i would look at the stock that hasn't performed all that well and has pulled back for some other reasons that has a reasonable growth rate and kind of a core position in the consumer less riskier area. money market at 5.3% or 5% anywhere in there the treasury bill right now three months is around again, 5.3%, 5.4%. you're still etting paid to wait and...
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Apr 1, 2024
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there are too many overhangs on google. for the first time in, i think, three years, i've preferred google to meta. we have had a wonderful run in meta, and i think the overhangs, though -- so, a lot to really appreciate about meta. what i'm struck by with google is there's a couple of things that are very fixable on their part in terms of cost structure, paying a dividend wouldn't be hard for them to do that with $100 billion in cash, and i think it's underappreciated as an a.i. asset. i know we had some controversy over the images by gemini, but the tool is extremely powerful. you're going to have problems, and it's never going to be perfect, but i think we're going to see ourselves using google and gemini more in the future. the regulatory issues are significant. there's one silver lining -- go ahead. >> how are you thinking about google or gemini in the context of what we keep hearing is going to come out from openai in terms of leap-frogging again? i don't know where you think claude is from anthropic on a relative bas
there are too many overhangs on google. for the first time in, i think, three years, i've preferred google to meta. we have had a wonderful run in meta, and i think the overhangs, though -- so, a lot to really appreciate about meta. what i'm struck by with google is there's a couple of things that are very fixable on their part in terms of cost structure, paying a dividend wouldn't be hard for them to do that with $100 billion in cash, and i think it's underappreciated as an a.i. asset. i know...
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Apr 29, 2024
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for a google, for a media, all of whom reported 17%, 25%, there's earnings right now in the case of google, obviously not. those companies are much less acceptable i don't think shannon necessarily disagrees that in this type of environment those companies should be a premium multiple google and meta are trading like 22, 23 times earnings, so it's not exactly the group as a whole is extremely expensive the data underneath the economy and the stock market being relatively strong, while i agree with shannon and said earlier, you probably will have a bit of a choppy moment, at the end of the day, if those tailwinds remain in place, all else equal, the bias should be to the up side. >> shannon, last word. >> listen, the shorter term versus longer term, by the end of the year, rates are lower, growth remains intact. we just think the opportunities are in sectors outside of big cap tech. >> one mo question, then, because i feel like it's left open by the end of the year, if up to talk about rate cuts, where is the s&p 500? is it higher or lower than 5100? >> i think there's a possibility it rema
for a google, for a media, all of whom reported 17%, 25%, there's earnings right now in the case of google, obviously not. those companies are much less acceptable i don't think shannon necessarily disagrees that in this type of environment those companies should be a premium multiple google and meta are trading like 22, 23 times earnings, so it's not exactly the group as a whole is extremely expensive the data underneath the economy and the stock market being relatively strong, while i agree...
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Apr 8, 2024
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and google cloud is a $41 billion revenue run rate that bank of america says could go to 58 billion. i've seen him. he can do it. fourth, alphabet's constantly doing a ton of research on products we never think about. the brilliant strategist at jp morgan who writes the eye on the market newsletter noted last week that google's ai can map the true shape of proteins in hours and at minimal cost. we're talking about the basic building blocks of everything here. it took years to map even 20%, costing millions of dollars. there are a ton of other reasons to stay long. alphabet may be doing something with apple and ai. remember how that got everybody excited, but nothing has happened since. they aren't getting any credit for waymo, they're somewhat successful at the autonomous vehicle business. especially when you see elon musk talk up his tesla business and friday and his business took off like one of his rockets. you can all this for 16 times next year's earnings. that's a radical devaluation in its price-to-earnings multiple from what it used to be. alphabet is truly inexpensive by any
and google cloud is a $41 billion revenue run rate that bank of america says could go to 58 billion. i've seen him. he can do it. fourth, alphabet's constantly doing a ton of research on products we never think about. the brilliant strategist at jp morgan who writes the eye on the market newsletter noted last week that google's ai can map the true shape of proteins in hours and at minimal cost. we're talking about the basic building blocks of everything here. it took years to map even 20%,...
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Apr 24, 2024
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for google, that's rare, but also by and large. that's a lot of firings at once. >> here's the thing we're all trying to understand what ensome of this began back in '16 and some of the protests in '18 and even '20, and it felt like the employees were running the place, right the inmates were running the asylum to some degree. there was a view among management they couldn't clamp down on this even if they wanted to because the engineers and employees were so important and if they did something about it, they would have an even bigger problem, that the labor market was so tight, these people would race off to other jobs. >>problem, that these people would race off to other jobs what is the calculus today versus the calculus then >> i mean, i think you've seen a lot of power shift from the rank and file back to the company and what was unusual about this protest is that it was a sit-in protest. so there were people physically impeding others. and standing in the offices of the ceo google cloud, for example. that is really taking thin
for google, that's rare, but also by and large. that's a lot of firings at once. >> here's the thing we're all trying to understand what ensome of this began back in '16 and some of the protests in '18 and even '20, and it felt like the employees were running the place, right the inmates were running the asylum to some degree. there was a view among management they couldn't clamp down on this even if they wanted to because the engineers and employees were so important and if they did...
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Apr 1, 2024
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>> yeah, i like that google conversation. what you think about it, if you were to get a dividend, that would be something, but i wouldn't love to see a buy-back. but that looks like it could be off to the races with any good news. >> guy? >> big sports night, mel, as you know. we talked about. the rangers are playing. >> we got basketball -- >> that's exact -- karen knows. >> of course i know. >> the lsu tigers are taking on the hawkeyes of iowa tonight. that's must watch tv. i'll be watching. exxonmobil. everybody loves it now. >> thank you for watching "fast." see you back here tomorrow at 5:00 for more "mad money" with jim cramer starts right now. >>> my mission is simple, to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere, and i promise to help you find it. "mad money" starts now. hey, i'm cramer. welcome to mad money. welcome to cramerica. other people make friends. i'm just trying to make you a little money. my job not just to entertain, but to educate, teach
>> yeah, i like that google conversation. what you think about it, if you were to get a dividend, that would be something, but i wouldn't love to see a buy-back. but that looks like it could be off to the races with any good news. >> guy? >> big sports night, mel, as you know. we talked about. the rangers are playing. >> we got basketball -- >> that's exact -- karen knows. >> of course i know. >> the lsu tigers are taking on the hawkeyes of iowa...
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Apr 25, 2024
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. >> very nice jim, we got microsoft down 4.5 google down 4. ahead of tonight. >> good. at least, you know, my father, jimmy, they seasoned the beach and then got there and everyone shooting them -- >> wm tonight? >> look. jim fisher is doing fabulous i won tickets to great golf that he does in phoenix the stock is crazy it's down i got tractor supply after the close and then adco, i always like to make measure on food eric hansotta is fantastic agco is up david killed comcast that's all i have to say hashi corp is up. >> there you go. >> killed? >> you're going to stay on this? >> he shot a peacock today. >> it is a tough tape, though. nasdaq now at 2% decline and the dow down 640 don't go away. happy mother's day! some things never change. like a mother's love. get something as timeless as a mother's love at harryanddavid.com. life is a gift. share more. ♪ >>> good thursday morning. welcome to another hour of "squawk on the street. i'm sara eisen with carl quintanilla and david faber, live as always from post nine of the new york stock exchange. take a look at stocks
. >> very nice jim, we got microsoft down 4.5 google down 4. ahead of tonight. >> good. at least, you know, my father, jimmy, they seasoned the beach and then got there and everyone shooting them -- >> wm tonight? >> look. jim fisher is doing fabulous i won tickets to great golf that he does in phoenix the stock is crazy it's down i got tractor supply after the close and then adco, i always like to make measure on food eric hansotta is fantastic agco is up david killed...
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Apr 25, 2024
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it is redmond and google and amazon and others and i view that spending and the stock comes back a bit but this speaks to the baton being handed from the godfather which continues to be in a mass position of strength to software and now you see the use cases and modernization. and it's the most important stock and it's been that way and it was that way last year and i have often called the patrick mahomes of the stock market. when you hear what you heard last night from meta and what dion is suggesting we will hear in terms of spending on ai, what you are really gaining insight toward is the ai halo is still present and look at that today and the price performance and look at the other names when you drop down from that and you look at this and these stocks are hired today and i think that is what is important and i will say something. i am not wildly bullish and i think where the market is right now is we will be running to a lot of different places and ultimately ending up in the same spot before at some point we resume the prevailing trends. >> i wonder if nvidia today and not becau
it is redmond and google and amazon and others and i view that spending and the stock comes back a bit but this speaks to the baton being handed from the godfather which continues to be in a mass position of strength to software and now you see the use cases and modernization. and it's the most important stock and it's been that way and it was that way last year and i have often called the patrick mahomes of the stock market. when you hear what you heard last night from meta and what dion is...
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Apr 30, 2024
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any sense whether the expectations, the bar set for aws shifted after the strong cloud reports from google and microsoft? >> i mean, you know as well as i do a larger base to am off of, right? but we're in this new era of the cloud wars, where what can you offer in terms of ai tools and amazon has been trying hard to say they give their customers a ton of option. certainly, investors want to see that aws growth grow bigger, but it's certainly smaller than what we have seen, smaller in terms of growth on a percentage based on what we have seen from microsoft and google. but i think it's got to be over that 14%, 15% level. >> dei, thank you. >>> further into amazon, the street is expecting big things from the quarter one results, including aws revenue of $24.5 billion, the segment's best growth in four quarters. the stage is set for amazon to deliver. let's bring in my next guest, portfolio manager. james, you're confident that amazon's going to do what it has to do here. how much has to do with the overall cloud market strength that we saw from competitors? >> yeah, i'm as confident as you
any sense whether the expectations, the bar set for aws shifted after the strong cloud reports from google and microsoft? >> i mean, you know as well as i do a larger base to am off of, right? but we're in this new era of the cloud wars, where what can you offer in terms of ai tools and amazon has been trying hard to say they give their customers a ton of option. certainly, investors want to see that aws growth grow bigger, but it's certainly smaller than what we have seen, smaller in...
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that seems like almost better for google than it is for apple and they're relying on that against google. we've seen alphabet shares recover in the last two weeks on this news that it either gives them more exposure for gemini ai or they're going to collect money from apple as apple ends up licensing gemini for all these user, too. so that becomes a real question. what kind of vertical integration do they have and what is their own internal ai thing and we might not hear that until the next iphone cycle because i can bet you, they'll do something like, if you want the best ai stuff you have to buy the pro model. >> do you think apple will pay, though? >> i feel like it would be the other way around. we just don't know, but yes, of course, they want access to a billion plus iphone users and it's a good thing for them either way and they paid billions of dollars to all these other platforms in order to be dominant on this platform and that, by the way, doj is like that. >> doj doesn't like much these days and lots of big companies doing big things. steve kovac, thank you. >> thanks. >>> st
that seems like almost better for google than it is for apple and they're relying on that against google. we've seen alphabet shares recover in the last two weeks on this news that it either gives them more exposure for gemini ai or they're going to collect money from apple as apple ends up licensing gemini for all these user, too. so that becomes a real question. what kind of vertical integration do they have and what is their own internal ai thing and we might not hear that until the next...
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, and google goes up, and then it goes up, and then it goes up. i mean, has like three ways to go up. >> as the week ended, of course, on the strength of both alphabet and microsoft's earnings, you think that was animal spirits there? >> well, i did think it. now i wonder whether something's going to give back if apple really is going to have a tie-up with chat and not google, as "the new york times" and -- well, actually, the whole thing started with bloomberg reporting there was going to be a tie-up remember >> do. i do remember that >> apple was up. >> i know. those kinds of stories were always hard. these things are dynamic, and you -- >> because they're sourced >> i don't know why. just -- it's always hard to know -- >> that was a softball you were supposed to say, jim, they're not sourced. remember, there's no penalty if you screw up >> on apple, it's always hard. >> apple is impossible >> they're just very difficult >> i never know what they're going to do. >> this is the upgrade from tony today. goes to outperform stock's been derated the
, and google goes up, and then it goes up, and then it goes up. i mean, has like three ways to go up. >> as the week ended, of course, on the strength of both alphabet and microsoft's earnings, you think that was animal spirits there? >> well, i did think it. now i wonder whether something's going to give back if apple really is going to have a tie-up with chat and not google, as "the new york times" and -- well, actually, the whole thing started with bloomberg reporting...
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for instance, when it comes to the preference, if you get a google search and you go to google flight, there may be other service providers who are better inning providing services to you same with amazon make sure you see all of the amazing offers that independent sellers have on the platform lastly, can you go to another app store if you are not happy do you prefer to have a game app store with secure apps or do you have an app store where people can feel what they are offered is safe? quite a number of issues where we want full see there are diffs with the way businesses relate to us. >> you know, the word compliance stuck out in what you had to say. apple is still not following the update following the spotify update what happens if they are not in compliance >> this is top priority because it is about our choice as consumers. you can choose to pay within the app or system and pay 30% surcharge for that, but it should be possible for you to have a direct relationship with your service provider and pay the price they are asking without the 30% apple service fee. it is a high priori
for instance, when it comes to the preference, if you get a google search and you go to google flight, there may be other service providers who are better inning providing services to you same with amazon make sure you see all of the amazing offers that independent sellers have on the platform lastly, can you go to another app store if you are not happy do you prefer to have a game app store with secure apps or do you have an app store where people can feel what they are offered is safe? quite...
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a google spokesperson says the company doesn't have any announcements right now. it continues to build premium capabilities to enhance the sub descrs >>> paramount has reached a tentative agreement for a deal. it will use a 30-day window of talks to work out the details. dom. >> silvana henao with the details and headlines, thank you very much. >>> we still have more to come on "worldwide exchange," including the one word that investors need to know today. >>> first, gold's record run showing no signs of led ledding letting up. why our next guest is looking up. >>> and the big money movers and the bump that levi's is going for foregoing the department store model. >>> and janet yellen is en route to china set to meet with leaders there. the items on her agenda for her sitdowns in beijing. we have a very busy hour still ahead when "worldwide exchange" eaturns afteth cmeia r isomrcl r isomrcl brk. welcome to ameriprise. i'm sam morrison. my brother max recommended you. so, my best friend sophie says you've been a huge help. at ameriprise financial, more than 9 out o
a google spokesperson says the company doesn't have any announcements right now. it continues to build premium capabilities to enhance the sub descrs >>> paramount has reached a tentative agreement for a deal. it will use a 30-day window of talks to work out the details. dom. >> silvana henao with the details and headlines, thank you very much. >>> we still have more to come on "worldwide exchange," including the one word that investors need to know today....
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google has a smaller market share. is that true? >> well, look, again, i point to the report. they interviewed the cybersafety review board interviewed google cloud, amazon web services, oracle, to determine what their cloud security practices were and, you know, in comparison they found microsoft's internal security controls to be lacking relative to those organizations. now, do they have issues at gcp and aws? absolutely. but not at this scope and scale. i think what is going to be the -- for it is the product stickiness. until microsoft feels some potential customer loss or erosion of the market, are things going to change? that's the kind of barometer of this report. >> i asked originally the question, what does satya or brad, what are they supposed to feel and think. if you're a customer, a big customer of microsoft, you read this report, you call your cto and says, hey, i think we should move our business. >> that's what every board and every c suite should be looking at right now. how dialed in and deep into your tech stack are you dependent upon microsoft. i talked abo
google has a smaller market share. is that true? >> well, look, again, i point to the report. they interviewed the cybersafety review board interviewed google cloud, amazon web services, oracle, to determine what their cloud security practices were and, you know, in comparison they found microsoft's internal security controls to be lacking relative to those organizations. now, do they have issues at gcp and aws? absolutely. but not at this scope and scale. i think what is going to be the...
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broadcom has the collaboration with google, so there's that difference, which is why they're seeing a lot of bigger upside right now versus amd that is still exposed to the cyclical nature. >> they need to talk about a.i. like 3,000 times on the call. >> there's a.i. fatigue to a certain point now. some investors, we're not seeing the monetization. this goes into greater tech as a whole. there's only so much you can say a.i. and say it will bring in revenues and then it doesn't. >> you still, steph, prefer the broadcoms and the lams to the amds? >> i trimmed both a couple weeks ago. i would buy lam research right back. after the quarter last week, they raised wafer fab equipment, gross margins are structurally higher so they're much more profitable and i think they do have an a.i. component to it. we talked about memory needing six times a.i. being memory -- you need six times as much memory for a.i., so -- and this is a memory player. so, to me, this is one i want to own. it's not down enough. if we get a couple days like today, it's not so pretty, i might buy it back. >> josh, you s
broadcom has the collaboration with google, so there's that difference, which is why they're seeing a lot of bigger upside right now versus amd that is still exposed to the cyclical nature. >> they need to talk about a.i. like 3,000 times on the call. >> there's a.i. fatigue to a certain point now. some investors, we're not seeing the monetization. this goes into greater tech as a whole. there's only so much you can say a.i. and say it will bring in revenues and then it doesn't....