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Apr 25, 2024
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here is where microsoft is more based on the multiple that microsoft is tradingat 35 time pe that's a little bit more on the sensitivity from rates less so far google alphabet is a story of what is going on in their business and disruption in the search business >> all right nimrit kang, thank you preview of microsoft and alphabet earnings after the bell today. >>> coming up after the break, micron is set to receive billions from the chips archact. >>> first the big money movers ford is moving higher with the strength of the commercial unit with the offset of ev losses it is lowering estimates and raising the adjusted free cash flow outlook. >>> whirlpool is increasing prices by 5% in north america due to sticky inflation and cutting 1,000 jobs to expand profit margins shares down 20% in the last year and 30% off the 52-week high >>> align technologies beating first quarter estimates and growing revenue by 6% thanks to the asia pacific region. shares up 5% right now we'll have more after the break. stay with us o find a doctor when? what about zocdoc? so many options. yeah, and dr. xi
here is where microsoft is more based on the multiple that microsoft is tradingat 35 time pe that's a little bit more on the sensitivity from rates less so far google alphabet is a story of what is going on in their business and disruption in the search business >> all right nimrit kang, thank you preview of microsoft and alphabet earnings after the bell today. >>> coming up after the break, micron is set to receive billions from the chips archact. >>> first the big...
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Apr 26, 2024
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it was different in alphabet and microsoft last night microsoft had an interesting answer to this capex problem right now demand is outstripping the supply of ai capabilities. we will spend oodles and oodles of cash on this. >> when they say demand is outstripping supply, does that mean companies are going to them saying here is how we think ai could help us. and google says we don't have the application to put that in but we could invest and build it >> sort of it's mostly happening in the cloud, especially with open ai because of the relationship between microsoft and open ai. when people go to open ai and use their technology for their own apps, for their own services, for their own chat bots, so much is running on the microsoft azure cloud. next weekly will get a different story. amazon will probably be caulking about capex. in fact, they announced it yesterday. probably to get ahead of the negative reaction meta had but they're also being very aggressive with their buildout apple is a completely different story. we don't know where they fit into this ai picture how much of that is
it was different in alphabet and microsoft last night microsoft had an interesting answer to this capex problem right now demand is outstripping the supply of ai capabilities. we will spend oodles and oodles of cash on this. >> when they say demand is outstripping supply, does that mean companies are going to them saying here is how we think ai could help us. and google says we don't have the application to put that in but we could invest and build it >> sort of it's mostly...
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Apr 26, 2024
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alphabet and microsoft shares popping after both companies beat on the top and bottom lines. the tech giants emphasizing the growth of their respective ai businesses, but that does come at a big cost. microsoft's capex jumped 79% steveco vak joins us with more >> we were talking about the montization stories, and it's clear what we heard yesterday, it's the very early days, not a lot of disclosure, just some promising nuggets of information showing both companies could be on the cusp of something big here microsoft, ai sales showed up in the azure cloud unit, printing 7 points to the revenue growth, up from 6% quarter over quarter but that's where the ai story ends at microsoft. there's lots of mushy talk from the ceo on co-pilot, but at the end of the day, we have no idea how well it's selling. he did throw us something here and said a handful of companies that bought at least 10,000 subscriptions for co-pilot as for google 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 m
alphabet and microsoft shares popping after both companies beat on the top and bottom lines. the tech giants emphasizing the growth of their respective ai businesses, but that does come at a big cost. microsoft's capex jumped 79% steveco vak joins us with more >> we were talking about the montization stories, and it's clear what we heard yesterday, it's the very early days, not a lot of disclosure, just some promising nuggets of information showing both companies could be on the cusp of...
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Apr 26, 2024
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microsoft up 4%. meta platforms up a quarter after losing 10.5% on the heels of its earnings report tech trade playing out at well energy side of things. a quick check on exxon mobil and chevron. both shares still down chevron down one half of 1%. and exon mobil down on mixed earnings report for both companies impacted by nat gas prices and refining margins came in a little lower than what some people hoped for crude prices up one quarter of 1% now three quarters of 1%. and energy etf down one half of 1% as well the state of play, andrew. back to you. >> thank you very much, dom. have a great weekend >> you, too. >>> up next, bank of america savita subramanian joins us onset to talk about a big week for the markets and today's inflation data. >>> and reminder, berkshire hathaway annual meeting with warren buffett you have a question, sending to le trell go through them and secto ad during the meeting. >>> stay tuned we'll be right back. you an elevated experience, tailor-made for trader minds. go deep
microsoft up 4%. meta platforms up a quarter after losing 10.5% on the heels of its earnings report tech trade playing out at well energy side of things. a quick check on exxon mobil and chevron. both shares still down chevron down one half of 1%. and exon mobil down on mixed earnings report for both companies impacted by nat gas prices and refining margins came in a little lower than what some people hoped for crude prices up one quarter of 1% now three quarters of 1%. and energy etf down one...
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Apr 22, 2024
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meta, microsoft, alphabet, tesla, all set to report this week. but after the stock's recent selloff, will the results give them a boost or more cause for concern? we're going to talk it out. >>> plus, a bit ccoin bounce. prices are back on the rise, so, can gains keep coming? and what's next for the crypto space? our bitcoin baller b.k. is here to break it down. >>> and the ftc moving to block tapestry's acquisition of michael kors parent capri. why the move? and what does it mean for the two companies' futures? on the desk tonight, we have carter worth, courtney garcia, dan nathan, and guy adami. >>> we're going to start with the sigh of relief for stocks. the s&p 500 surging nearly 1% to snap a six-day losing streak. the dow gaining 250 points, the nasdaq leading the charge up 1.1%. markets did close off their highs of the session, though. and are still well below their recent records. the s&p down about 4% in the past month and the nasdaq down nearly 6% in that same period of time. all 11 s&p 500 sectors were in the green today, with tech the
meta, microsoft, alphabet, tesla, all set to report this week. but after the stock's recent selloff, will the results give them a boost or more cause for concern? we're going to talk it out. >>> plus, a bit ccoin bounce. prices are back on the rise, so, can gains keep coming? and what's next for the crypto space? our bitcoin baller b.k. is here to break it down. >>> and the ftc moving to block tapestry's acquisition of michael kors parent capri. why the move? and what does it...
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Apr 19, 2024
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eu regulators pushing back on the report they concluded the microsoft investment into openai is not an acquisition. officials tell cnbc the probe is still ongoing and may review the oversight. joining me now is margrethe vestager good morning it is great to have you here i hope i said your name right. >> good morning. it's great to see you. thank you very much for the effort in having such an unpronounceable name thank you very much. >> a great name. i want to get down to business this is the first time we had the opportunity to speak with you since the u.s. doepartment f justice brought the case against apple. we heard them talk about the app store and the color of messaging bubbles. what did you make of that? >> i think it is a very important case i think it is very important that anti-trust authorities do their job in order to have fair competition in everything dig digital. in the u.s. as well as europe, we have sparkling innovation in the ecosystems it is important that they can get to their customers by a second app store or side loading so they are enabled because real competiti
eu regulators pushing back on the report they concluded the microsoft investment into openai is not an acquisition. officials tell cnbc the probe is still ongoing and may review the oversight. joining me now is margrethe vestager good morning it is great to have you here i hope i said your name right. >> good morning. it's great to see you. thank you very much for the effort in having such an unpronounceable name thank you very much. >> a great name. i want to get down to business...
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Apr 22, 2024
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activity just like microsoft. with apple, really not much of the a.i. story right now, but expecting that to come at the developers conference in june. more of the concern right now is the declining sales for apple, especially in china. shares are the only one in the group down 14% on the year. guys. a lot going on. >> what will happen with tesla this week? >> oh, man. >> do you have a view? >> for what? >> tesla. tesla. everybody is freaking out. >> i think phil put it nicely. will they ditch this model 2 for the robotaxi initiative? i remember elon musk saying there will be a million robotaxis next year and that was five years ago. this august event is what people are looking at for tesla. >> keep the dream alive. >> this is what it will be like one day. >> steve, thank you. nice to see you. >>> coming up this morning, the house voting to authorize foreign aid for israel over the weekend. we will talk about the potential impact of the funds on the war right afr isteth. (music playing) switch to shopify and sell smarter at every stage of your business.
activity just like microsoft. with apple, really not much of the a.i. story right now, but expecting that to come at the developers conference in june. more of the concern right now is the declining sales for apple, especially in china. shares are the only one in the group down 14% on the year. guys. a lot going on. >> what will happen with tesla this week? >> oh, man. >> do you have a view? >> for what? >> tesla. tesla. everybody is freaking out. >> i think...
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Apr 24, 2024
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>> well, we do hold microsoft and alphabet we've been long-term beneficiaries in the growth of those companies. if one looks outside the magnificent 7, it doesn't have to be the stock that has earnings growth here if you have a look at it, maybe you're not seeing the same levels i think if you have a chance to look outside of those seven, there's some great opportunities and companies that are not getting the headline, haven't been dominating the market to buy into the more reasonable valuations and still get good earnings growth. >> you know, speaking of, you actually talked to us in your notes about unitedhealth care. i'm looking at the charts though month to date, it's down 1.5%. you say this is a valuation play just explain this to me with this kind of stock decline is there enough of a valuation discount in your mind to accept this kind of a stock decline from a company like this >> this is a great question, frank, and, actually, unite health group is a leading discount they're trading in almost a decade, about 7% cash-free yield. it's showing actually 17% compound earnings grow
>> well, we do hold microsoft and alphabet we've been long-term beneficiaries in the growth of those companies. if one looks outside the magnificent 7, it doesn't have to be the stock that has earnings growth here if you have a look at it, maybe you're not seeing the same levels i think if you have a chance to look outside of those seven, there's some great opportunities and companies that are not getting the headline, haven't been dominating the market to buy into the more reasonable...
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Apr 23, 2024
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meta, microsoft, alphabet, green, as well. they report their earnings over the next couple of days, that will be big. tesla reporting tonight it, too, is struggling mightily this year. and the russell 2000, yes, it is up nice again, too. yields have stabilized. and by the way, on that note, coming up, we will ask former fed chair richard clara to when the fed will cut rates, if at all this year. this does take us how to best move in this market. let's ask our chief investment strategist with charles schwab. good to see you back again. we had this nice move over the last couple of days. do you believe in it? how you feeling about this market? >> the market got a little bit oversold especially in areas that had taken a drubbing and technology sector dropped to only 10% of stocks trading above a two day moving average. i do think that enticed some buyers, not to mention the earnings from some of the mega cap names this week, maybe elevating some interest on the buy side. i think it also didn't eliminate the froth, but ease some o
meta, microsoft, alphabet, green, as well. they report their earnings over the next couple of days, that will be big. tesla reporting tonight it, too, is struggling mightily this year. and the russell 2000, yes, it is up nice again, too. yields have stabilized. and by the way, on that note, coming up, we will ask former fed chair richard clara to when the fed will cut rates, if at all this year. this does take us how to best move in this market. let's ask our chief investment strategist with...
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Apr 24, 2024
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i don't know if google can go right, because it's up so much amazon, i like microsoft, maybe, is up too much so -- and nvidia's not right now. but look at meta that's -- it's soaring, and yet, if tiktok is really banned, so to speak, then the world is zuckerberg's oyster. >> yeah, i mean, it's worth mentioning, of course, that bill is going to go to the president's desk today of course, it's an aid bill for ukraine and israel, humanitarian aid as well is a part of it. but the ban on tiktok is going to get signed into law they're going to have a year, as we pointed out many times, it seems unlikely that the chinese government is going to let tiktok's owner, bytedance, sell the u.s. or the english-language version of the app, but it remains to be seen, and carl, it very well may end up being decided in the courts. >> meantime, blinken's in shanghai today, possible face-to-face meeting with xi on friday about support for the russians, about some of this, about sanctions, about chips >> it is really -- there's nothing that they have in common right now. we're trying to stop them everywhere,
i don't know if google can go right, because it's up so much amazon, i like microsoft, maybe, is up too much so -- and nvidia's not right now. but look at meta that's -- it's soaring, and yet, if tiktok is really banned, so to speak, then the world is zuckerberg's oyster. >> yeah, i mean, it's worth mentioning, of course, that bill is going to go to the president's desk today of course, it's an aid bill for ukraine and israel, humanitarian aid as well is a part of it. but the ban on...
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Apr 25, 2024
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>> dan, i guess part of the question people have is you can see the real base case and reasons that microsoft is doing this spending because there's a huge potential market and huge market for use cases when it comes to business. use case is when it comes to the consumer are a little harder to find your way around at least ones you can monetize and maybe they need to lay that out more i do realize when it comes to advertising and what they have been able to deploy is advertising which outshines competitors. it may be a tough case with the monetizing >> i think for the consumer and the distinction you make, becky, is correct in terms of the enterprise you can invest we will see with microsoft and azure tonight. it is generating quantifiable revenue. with meta, it will take time it will manifest in a different way. you will see user metrics continue to remain healthy you will see more and more engagement with video and more immersive experiences. the ability to tease out exactly how it is being monetized with the generative a.i. will be tougher. i think the end result will be a healthy user bas
>> dan, i guess part of the question people have is you can see the real base case and reasons that microsoft is doing this spending because there's a huge potential market and huge market for use cases when it comes to business. use case is when it comes to the consumer are a little harder to find your way around at least ones you can monetize and maybe they need to lay that out more i do realize when it comes to advertising and what they have been able to deploy is advertising which...
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Apr 24, 2024
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positive obviously, from a sentiment perspective, what we hear from the mega caps coming up, we have meta, microsoft, alphabet this week, you have a host of the rest of the mega caps next week. that i think is going to be very important in the short term. but overall, i think what we're seeing is that there's a broad number of companies across sectors and industries that are reporting good numbers, and to me, that supports this idea that we are seeing a broadening out of the market. we're seeing a rotation underneath the surface so whether or not the market is down because yields are moving higher, you have to be looking long-term. to me, i would be using down size opportunistically, because the fundamentals are in place, and there's good opportunities across sectors and industries right now. >> a lot of the folks that we have on our air here, like you, these days are talking about small caps a lot of people have been talking about small caps for a long time. so i guess i'm kind of from missouri, show me. show me the money here when is that going to happen, or is it happening? >> yeah, i think -- i
positive obviously, from a sentiment perspective, what we hear from the mega caps coming up, we have meta, microsoft, alphabet this week, you have a host of the rest of the mega caps next week. that i think is going to be very important in the short term. but overall, i think what we're seeing is that there's a broad number of companies across sectors and industries that are reporting good numbers, and to me, that supports this idea that we are seeing a broadening out of the market. we're...
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Apr 24, 2024
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government taking a look at the role of these partnerships between openai and microsoft anthropic, google has a relationship with amazon, what those things mean and whether they are work arounds to some degree, what may have been a merger of sorts, of course, the ceo in this case of anthropic saying they're completely independent, there is no board representation, which is different than the way openai is set up, for example, as it relates to amazon. coming up on the other side of this, rockefeller international's ruchir sharma bhe and talk about why an economic downturn could be coming sooner than expected. you don't want to miss this. come on back >>> our next guest has an op-ed in the financial times titled the overstimulated super power basically, positing that the economy is overheated and a slowdown could come faster than expected joining us now, ruchir sharma, breakout capital founder and cio, his new book "what went wrong with capitalism" comes out in june. good to see you, ruchir. and i guess you can tell us exactly what your point of view is here, but we're all aware of what hap
government taking a look at the role of these partnerships between openai and microsoft anthropic, google has a relationship with amazon, what those things mean and whether they are work arounds to some degree, what may have been a merger of sorts, of course, the ceo in this case of anthropic saying they're completely independent, there is no board representation, which is different than the way openai is set up, for example, as it relates to amazon. coming up on the other side of this,...
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Apr 22, 2024
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bearish on tech names downgrading what they call the big six tech stocks, 34r5 amazon, alphabet, amazon, microsoft and nvidia. quote, investors attribute the run in mega cap stocks to animal spirits and the impact of ai and however our work indicates that surging earnings momentum fueled this upside. unfortunately this momentum is collapsing with the big six eps growth expected to decline from 42% to 16% over the next year. we'll see if that's true this week. >> meantime one notable tech name not on the list is tesla. shares continue to drop, touching a new 52 week low in today's session and several analysts cut their target going into tomorrow's report. jpmorgan to a street low 115, deutsch cut from 189 to 123, barclays from 225 to 180, wedbush's dan ives said the moment of truth has arrived for tesla and elon musk and, quote, the clock has struck midnight for musk to lay out a plan for the future. adam jonas, street high target of 310 asks if it's time to bring back old habits and, quote, sleep on the floor of the factory again. let's bring in phil lebeau to help us talk through the headlines ah
bearish on tech names downgrading what they call the big six tech stocks, 34r5 amazon, alphabet, amazon, microsoft and nvidia. quote, investors attribute the run in mega cap stocks to animal spirits and the impact of ai and however our work indicates that surging earnings momentum fueled this upside. unfortunately this momentum is collapsing with the big six eps growth expected to decline from 42% to 16% over the next year. we'll see if that's true this week. >> meantime one notable tech...