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Jan 27, 2024
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it's a big tech battle as microsoft microsoft to be the world's most valuable company in the a.i. revolution could be a game changer. later we will take a look at the resilience of big oil in america. we begin as always with three things investors are to be taken about right now, stocks rallied in response to a strong economic data and expectation for march are fading but the market seems unfazed. netflix shares are soaring after a stellar fourth-quarter earnings and a major boost to subscribers, will take a look at the streaming services prospects. finally the boat we backlash mounting, travelers are fearful of flying on 737 max, united, and faa is blocking boeing from increasing production. investors will watch earnings closely next week. on the "barron's roundtable" ben levisohn, elizabeth o'brien and jack hough. the s&p just missed closing at a record high. there was another winning week for the market, why does this rally keep on writing? >> it's the economy stupid. >> he already called somebody stupid, were seconds and. >> i have more. >> is about the economy gdp was fantast
it's a big tech battle as microsoft microsoft to be the world's most valuable company in the a.i. revolution could be a game changer. later we will take a look at the resilience of big oil in america. we begin as always with three things investors are to be taken about right now, stocks rallied in response to a strong economic data and expectation for march are fading but the market seems unfazed. netflix shares are soaring after a stellar fourth-quarter earnings and a major boost to...
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Jan 24, 2024
01/24
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we will talk about microsoft hitting $3 trillion. that's a big deal, but so is stephanie link's moves yet again stealing the thunder today like you did on friday when you sold out of meta, you bought more amazon and today you have bought even more amazon, why? >> yes, i like it. i like it a lot. it's traded over 20 times ebitda aws should see a re-acceleration to something like 15, 16%, maybe even higher in the second half of the year. we'll have to see. retail margins are on the rise and i think there's more they can do as their costs come down and i think the consumer is on fire look at retail sales last week 9.4% was online. they're continuing to see momentum and ad revenues were really weak last year. i think that will pick up for the whole sector, the whole faang complex, of course i think that it's underappreciated amazon. the valuation sort of makes sense to me. >> kari, you own it. reports next week. it was named a top pick by morgan stanley today people have been getting in line reiterating their love for it. >> i think amon
we will talk about microsoft hitting $3 trillion. that's a big deal, but so is stephanie link's moves yet again stealing the thunder today like you did on friday when you sold out of meta, you bought more amazon and today you have bought even more amazon, why? >> yes, i like it. i like it a lot. it's traded over 20 times ebitda aws should see a re-acceleration to something like 15, 16%, maybe even higher in the second half of the year. we'll have to see. retail margins are on the rise and...
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May 21, 2024
05/24
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year, it has been microsoft. but google is up 26% year-to-date versus a microsoft up 14%. do you think that there should be a shift, especially after the io last week when you talk about bringing ai to the masses, and who can do this better than google? >> yeah, i think we bracketed enterprise versus consumer. so we like amazon and microsoft in that world. for the consumer world, it's meta and google. so why is google had such a strong outperformance? they had a slow start and made up ground. there's more ai underneath the hood than they've been able to show. they've done a terrible job explaining it. so i think they're catching up, the stock's cheap, so yeah, i believe that google is going to have a great seat at the table. when i talk about survey work, that's for enterprise users. that's where microsoft is leaning, amazon is too, and google is a distant third. >> on that note, brent, you said, and it's fascinating to think about, microsoft is trying to push people out of the cloud and back into the puddle or w
year, it has been microsoft. but google is up 26% year-to-date versus a microsoft up 14%. do you think that there should be a shift, especially after the io last week when you talk about bringing ai to the masses, and who can do this better than google? >> yeah, i think we bracketed enterprise versus consumer. so we like amazon and microsoft in that world. for the consumer world, it's meta and google. so why is google had such a strong outperformance? they had a slow start and made up...
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May 20, 2024
05/24
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i michelle, what can we expect from microsoft later?— microsoft later? i think after the excitement _ microsoft later? i think after the excitement of _ microsoft later? i think after the excitement of last _ microsoft later? i think after the excitement of last week - microsoft later? i think after the excitement of last week with - microsoft later? i think after the - excitement of last week with chatgpt and their assistant and then google announcing their ai initiatives, or focus now turns to microsoft. we are expecting initially for them to unveil products for their tablet computer that has ai aspects to it but then perhaps it is the build conference, developers conference, which often can be quite a dry affair but this year obviously they were quite excited about it and that is because there they are expected to talk about how they are going to incorporate ai into more things like their operating system which so many people have on their computers, especially in the workplace. and i think that is the development that people are keeping a close eye o
i michelle, what can we expect from microsoft later?— microsoft later? i think after the excitement _ microsoft later? i think after the excitement of _ microsoft later? i think after the excitement of last _ microsoft later? i think after the excitement of last week - microsoft later? i think after the excitement of last week with - microsoft later? i think after the - excitement of last week with chatgpt and their assistant and then google announcing their ai initiatives, or focus now turns...
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Jan 16, 2024
01/24
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coming up, microsoft is opening up its ai system to consumers and we will be joined by the microsoft executive vice president on that. a story we are tracking, google is reportedly laying off hundreds of employees in its advertising sales team. they've been a little softer, 0.3%. this is according to a memo that insider has seen but bloomberg is not verified the report. the shares are a little softer. this is bloomberg technology. ♪ what about zocdoc? so many options. yeah, and dr. xichun even takes your sketchy insurance. xi-chun, xi-chun, xi-chun! you've got more options than you know. book now. when you automate sales tax with avalara, you don't have to worry about things like changing tax rates or filing returns. avalarahhh ahhh ed: welcome back to bloomberg technology. a quick check on the markets -- we've had a choppy session. the nasdaq is softer by 0.3% and fed speak is a big driver of this market. fed governor waller spoken an event this morning saying there is no reason to move as quickly or cut as rapidly as in the past in the market is rethinking its bets for how quickl
coming up, microsoft is opening up its ai system to consumers and we will be joined by the microsoft executive vice president on that. a story we are tracking, google is reportedly laying off hundreds of employees in its advertising sales team. they've been a little softer, 0.3%. this is according to a memo that insider has seen but bloomberg is not verified the report. the shares are a little softer. this is bloomberg technology. ♪ what about zocdoc? so many options. yeah, and dr. xichun...
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Apr 25, 2024
04/24
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microsoft is around 30% cloud growth. i'm looking for google and aws to start to share a little more data and give us more visibility . but i love that microsoft came out and said this is how much of our azure growth is tied to ai. that says the company is comfortable, the deals are growing, enterprises are spending more with them and it is ai specific. paul: let's look at intel, some disappointing sales and profit numbers, but i understand you have in speaking with the ceo. did you hear anything that reassured you? >> intel is a multi-year investment play for a lot of investors looking for that short-term win. they have to understand the new segmentation, the products and foundry is all about becoming a critical infrastructure partner to the u.s. and the west for a supply chain resiliency, national defense, global technology and economic readership. i think intel has made the commitment. in the conversations we've had and he has shared publicly is that the company -- company has hit targets. it was a problem for a long t
microsoft is around 30% cloud growth. i'm looking for google and aws to start to share a little more data and give us more visibility . but i love that microsoft came out and said this is how much of our azure growth is tied to ai. that says the company is comfortable, the deals are growing, enterprises are spending more with them and it is ai specific. paul: let's look at intel, some disappointing sales and profit numbers, but i understand you have in speaking with the ceo. did you hear...
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Jan 30, 2024
01/24
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microsoft, alphabet, amd. let's send it over. >>> mixed picture for the scorecard on wall street, especially for big earnings. we are here with morgan. it >> the tech sector is dragging down the nasdaq ahead of a trio of earnings this hour. coming up, instant analysis of today's liners. >> while we wait
microsoft, alphabet, amd. let's send it over. >>> mixed picture for the scorecard on wall street, especially for big earnings. we are here with morgan. it >> the tech sector is dragging down the nasdaq ahead of a trio of earnings this hour. coming up, instant analysis of today's liners. >> while we wait
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Jan 31, 2024
01/24
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back to microsoft. they act as a jiejd toll taker on all of global enterprise, almost like a tax on global productivity. google is more of a tax on global advertising but it's through that core search bar, and so the concern we have is that as these ai agents as we were talking about, as they become more important in our world, the fear is that they -- not just chat box, but the agents themselves, that agents will start to use various methods of search. we're already doing it when we went from desktop to mobile. we started to use more -- airbnb for searching for travel or amazon for searching for products. the concern is will they keep the same number of queries, and if they do, the question is will they maintain market share in the digital advertising dollars. >> when it came to google cloud, actually better results than expected. very quickly, we've got to let you go, are you confident in the google cloud story going forward? >> yes and no. most of these things -- we're more confident in aws and azure
back to microsoft. they act as a jiejd toll taker on all of global enterprise, almost like a tax on global productivity. google is more of a tax on global advertising but it's through that core search bar, and so the concern we have is that as these ai agents as we were talking about, as they become more important in our world, the fear is that they -- not just chat box, but the agents themselves, that agents will start to use various methods of search. we're already doing it when we went from...
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Apr 26, 2024
04/24
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microsoft share up 4%. timothy, thank you >>> coming up on "worldwide exchange," thanks, but no thanks mega mining merger looks like it wy be over before it starts weill be right back right after this break . people person. but he is an “i can solve this in 4 different ways” person. you need clem. clem needs benefits. work with principal so we can help you with a plan that's right for him. you know what i'm saying? let our expertise round out yours. >>> welcome back to "worldwide exchange." we start with anglo american rejecting the takeover proposal from bhp saying it is significantly under valuing the company and prospects. in a statement, the chairman calls the bid unattractive and creates substantial uncertainty and execution risks for the company and other shareholders shares of both companies trading lower. >>> the bank of japan keeping rates unchanged after the policy meeting. this after inflation came in lower than expected for the month. the boj will buy bonds at the same pace as previous month
microsoft share up 4%. timothy, thank you >>> coming up on "worldwide exchange," thanks, but no thanks mega mining merger looks like it wy be over before it starts weill be right back right after this break . people person. but he is an “i can solve this in 4 different ways” person. you need clem. clem needs benefits. work with principal so we can help you with a plan that's right for him. you know what i'm saying? let our expertise round out yours. >>> welcome...
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Apr 5, 2024
04/24
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it does, but the problem is, isn't it, does it, does he relate to microsoft, the microsoft platform, it does everything. so well, it's so easy to use it so cumbersome to bring in different apps and different platforms to it. but maybe that just isn't room for single product companies in the market. this is this fundamental question of many regulators around the world. i'm troubling with when it comes to digital platforms. the essence of digital tap forms is that they are eco systems and they find it very easy to extend the office of the off the products. they offer a multiple functionalities that if they do they use that is that they use, it gets a seamless product which works well, which is integrated and this is down them into platforms. army. nope, because sure gets a benefit. they buy a single product, it works seamlessly, they don't have to bother their head, we'd assembling different things together and it works. the problem does this great . so they create this is that they're faced by very vocal completeness. like slack like is the same, but how are we going to have this? so
it does, but the problem is, isn't it, does it, does he relate to microsoft, the microsoft platform, it does everything. so well, it's so easy to use it so cumbersome to bring in different apps and different platforms to it. but maybe that just isn't room for single product companies in the market. this is this fundamental question of many regulators around the world. i'm troubling with when it comes to digital platforms. the essence of digital tap forms is that they are eco systems and they...
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May 17, 2024
05/24
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and i've owned microsoft for years. i think -- you know, there's also a buzz about this microsoft build conference that's coming up i think next week. all the other sort of big tech companies have been having their rollouts. we're looking to hear more from them then. i think there are more ways to win in the ai space with microsoft than virtually any other company out there. azure and their cloud business, their generative ai, it's -- and they're moving to subscriptions there, i think just looks strong all the way around. it's really hard i think, tyler, to understand what the effects of ai are going to be. if you -- if you explain what chatgpt could do, and ladies and gentlemen, if you haven't signed on to chatgpt and asked it a question or to write an essay or a letter or anything, it's going to blow your mind if you haven't done it. >> perplexity is the same way. another -- it's another version. >> perplexity, yes. so this is a technology that adds to that equation of productivity. if gdp growth is the addition of yo
and i've owned microsoft for years. i think -- you know, there's also a buzz about this microsoft build conference that's coming up i think next week. all the other sort of big tech companies have been having their rollouts. we're looking to hear more from them then. i think there are more ways to win in the ai space with microsoft than virtually any other company out there. azure and their cloud business, their generative ai, it's -- and they're moving to subscriptions there, i think just...
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Jan 30, 2024
01/24
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nvidia, amazon, meta, alphabet, microsoft, apple. these six stocks are going to report year over year earnings growth of 53.7%. if you pull the companies out, the actual and the estimated results, earnings for the remaining 494 companies in the index are actually negative 10.5%. so all of the growth we're expecting this quarter, you're either going to hear about it this week or not, ain't coming from anywhere else. >> earnings, jenny, have not been great. overall not great. i thought ken griffin's comments were interesting about the overall environment. we may get goldilocks, may get a soft landing, may get no landing. looking at a moment in time inflation is in the low 2s. the fed can start to cut rates this summer. the overall economy looks pretty damn good what ken griffin has said and he's managed their money at citadel better than almost everybody over the last years at minimum. >> that takes me back to the beginning of the year thoughts. you're right, earnings haven't been great. and we need earnings at plus 12% growth or we wi
nvidia, amazon, meta, alphabet, microsoft, apple. these six stocks are going to report year over year earnings growth of 53.7%. if you pull the companies out, the actual and the estimated results, earnings for the remaining 494 companies in the index are actually negative 10.5%. so all of the growth we're expecting this quarter, you're either going to hear about it this week or not, ain't coming from anywhere else. >> earnings, jenny, have not been great. overall not great. i thought ken...
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Apr 26, 2024
04/24
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and microsoft took centre stage. both beat expectations on earnings and revenue thanks in no small part to investments in artificial intelligence. one standout spot for alphabet was google cloud revenue, whichjumped 28% in 01. a lot of generative ai tools rely on the cloud to reach customers. alphabet announced some good news for investors. it's first ever dividend of 20 cents per share. and an additional $70 billion buy—back. that initially sent shares into the double digits after the bell. and for microsoft's part, its intelligent cloud division delivered greater revenue than expected thanks to a boost from microsoft's partnership with openai, the creator of chatgtp. the creator of chatgpt. shares of microsoft also initially rose on the news. and together they should go some way toward restoring confidence in the tech sector, which was shaken on wednesday when meta stock fell after its own earnings report and after the wider market was rattled thursday morning by slowing us gdp and stubborn inflation. joining me
and microsoft took centre stage. both beat expectations on earnings and revenue thanks in no small part to investments in artificial intelligence. one standout spot for alphabet was google cloud revenue, whichjumped 28% in 01. a lot of generative ai tools rely on the cloud to reach customers. alphabet announced some good news for investors. it's first ever dividend of 20 cents per share. and an additional $70 billion buy—back. that initially sent shares into the double digits after the bell....
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Apr 26, 2024
04/24
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ed: microsoft and google post strong results. caroline: jeff bezos and andy jassy deleting chaps amid an antitrust probe. let's check in on these markets. this is a macro picture on the day and some earnings galvanizing a drive higher. nasdaq up more than 2% then. we see the core pce that the fed so loves coming in line. we are not calling, but we are not exceeding expectations. the market is relieved and we are seeing about of good, healthy increase in certain stocks. a 10 year yield dives down onto the back of that pce number. even though we see bonds indeed rallying coming yields falling lower, the dollar still resilient against the japanese yen. will we see intervention from the boj? moving on, have a look at what it is doing against bitcoin. dollar strength against bitcoin. crypto on the downside. ed: it is all about earnings. intel is off session lows. and just a moment, ian king will give us the numbers and then we will speak to the intel ceo. microsoft and alphabet are all about cloud growth driven by ai products. microso
ed: microsoft and google post strong results. caroline: jeff bezos and andy jassy deleting chaps amid an antitrust probe. let's check in on these markets. this is a macro picture on the day and some earnings galvanizing a drive higher. nasdaq up more than 2% then. we see the core pce that the fed so loves coming in line. we are not calling, but we are not exceeding expectations. the market is relieved and we are seeing about of good, healthy increase in certain stocks. a 10 year yield dives...
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Apr 25, 2024
04/24
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. >> microsoft >> microsoft and this is a great test for them -- i don't like where steve had mentioned that a.i. went from -- up to 7% part of that growth versus 6%, you would have liked to see a little more traction, but it's going in the right direction. >> in terms of big seven, whatever you want to call it, but so far, the names that have reported, are they going to be defensive in this environment at these multiples? have they proven -- has alphabet and microsoft, pick on those two in particular, because we have the results tonight, are they going to be defensive? >> i think they're defensive when you have these kinds of numbers. i don't know how defensive you can be at some point and i think defensive for megacap tech stocks -- the kind of growth we're seeing, from these companies, it's mid teens, it's high teens, for multiples, you know, if you are looking at price to earnings growth, peg ratios, you know, there's -- different appetite for different levels of valuation, but they are defensive, they have proven defensive in the past. but where have we come from? and what we start
. >> microsoft >> microsoft and this is a great test for them -- i don't like where steve had mentioned that a.i. went from -- up to 7% part of that growth versus 6%, you would have liked to see a little more traction, but it's going in the right direction. >> in terms of big seven, whatever you want to call it, but so far, the names that have reported, are they going to be defensive in this environment at these multiples? have they proven -- has alphabet and microsoft, pick...
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Apr 16, 2024
04/24
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and microsoft. of course, energy continues to be the constraint but use cases are exploding across the board and now this fourth industrial revolution is here being led by jenson and adele. caroline: we thank you. let's go to a key player, apple, pledged to buy more components and accessories and devices from vietnam suppliers. the move is a big boost for the southeast asian companies and vietnam emerges as a electronics hub and apple is looking to shift production of their gadgets away from china to minimize the geopolitical use and they're exploring india and vietnam which has seen a four poll increase in companies assembling apple products over the last decade. let's talk about global regulation for a moment and joined with the european commissioner of financial services to discuss all things digital finance and regulation, ed. ed: we're looking at erickson, the swedish shares, 2% higher as it stands and the u.s. a.d.r. is higher even still than that. beat on earnings and it's really interesting,
and microsoft. of course, energy continues to be the constraint but use cases are exploding across the board and now this fourth industrial revolution is here being led by jenson and adele. caroline: we thank you. let's go to a key player, apple, pledged to buy more components and accessories and devices from vietnam suppliers. the move is a big boost for the southeast asian companies and vietnam emerges as a electronics hub and apple is looking to shift production of their gadgets away from...
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Apr 25, 2024
04/24
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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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Jan 31, 2024
01/24
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>> microsoft. it hasn't dipped enough, i'd like to see is it dip m but i don't think anyone's ever going to do any wrong by buying microsoft either here, really at new highs or on any kind of dip. i'm looking to add to a substantial position on a dip. i don't know that i'm going to get to see 5 and maybe 10 so % dip if the market turns around here. i think we could see some profit taking if the rest of the week we have some negative news from some of the other big tech names. i think we could see a selloff as we're seeing a little bit this morning. in any case, that is a great time to buy microsoft. the same thing with amazon. i'm not so sure amazon's numbers are going to be top of the pops. i think we may see a little bit of a selloff in amazon. those are great dip-buying opportunities. those two companies are going to continue to do well. microsoft if still, stuart, my favorite stock of all time. stuart: i love to hear a you say that. google, i think they're off about a 6%. where are we, let's se
>> microsoft. it hasn't dipped enough, i'd like to see is it dip m but i don't think anyone's ever going to do any wrong by buying microsoft either here, really at new highs or on any kind of dip. i'm looking to add to a substantial position on a dip. i don't know that i'm going to get to see 5 and maybe 10 so % dip if the market turns around here. i think we could see some profit taking if the rest of the week we have some negative news from some of the other big tech names. i think we...
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Jan 11, 2024
01/24
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. , . , , ., us government has been asking microsoft. , , ., microsoft. this has been a pattern thou~h, microsoft. this has been a pattern though. the _ microsoft. this has been a pattern though, the accusation _ microsoft. this has been a pattern though, the accusation that - microsoft. this has been a pattern though, the accusation that china | though, the accusation that china steals intellectual properties, it's a consistent problem. what do the intelligence agency say about it? and do microsoft lose people who have the expertise to other chinese companies?— companies? that's what's really funn as companies? that's what's really funny as they — companies? that's what's really funny as they were _ companies? that's what's really funny as they were worried - companies? that's what's really funny as they were worried that | companies? that's what's really - funny as they were worried that one of the risks was microsoft brings these wonderful researchers together, they work on great tech, and then they might even go work for and then they might even g
. , . , , ., us government has been asking microsoft. , , ., microsoft. this has been a pattern thou~h, microsoft. this has been a pattern though. the _ microsoft. this has been a pattern though, the accusation _ microsoft. this has been a pattern though, the accusation that - microsoft. this has been a pattern though, the accusation that china | though, the accusation that china steals intellectual properties, it's a consistent problem. what do the intelligence agency say about it? and do...
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Apr 26, 2024
04/24
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al on the tech side maybe microsoft - it comes to ai? al on the tech side maybe microsoft has - it comes to ai? al on the tech | side maybe microsoft has elite but don't underestimate alphabet, they are the head of market share in search and that is something you figure when chatgpt came out, ai in general took off and everyone figured other but will be in trouble because we won't need to use search engines and another openai can basically write estimates for eskimo joe anything we need but we saw double—digit growth for alphabet and microsoft also doing well on that front. by doing well on that front. by doing so well on cloud right now that makes you wonder both gaining market share, mean when amazon reports next week, aws a leader in cloud computing, or that take a hit? we find it next week. ai is an important part of the story but both being able to continue to do well in the corporate as ai benefit stock to pay off. thank ou ve benefit stock to pay off. thank you very much- _ to the us economy now, because markets were rattled on
al on the tech side maybe microsoft - it comes to ai? al on the tech side maybe microsoft has - it comes to ai? al on the tech | side maybe microsoft has elite but don't underestimate alphabet, they are the head of market share in search and that is something you figure when chatgpt came out, ai in general took off and everyone figured other but will be in trouble because we won't need to use search engines and another openai can basically write estimates for eskimo joe anything we need but we...
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Jan 22, 2024
01/24
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. >> we've had microsoft passionate about this. but there is talk there's going to be personally ability for managers -- if they're not taking stuff seriously. >> this is one of the key areas where we have to get back to get this disclosure. it's part of the new s.e.c. rules. we had four days, once we figured out we had four days to disclose it. this is extended to november, actually came out last week. this is why the security industry, and the -- how important this move is from the back room into the boardroom. because of this personal liability, because it what happened with the s.e.c.'s mandates. it's actually critical to make sure that organizations can protect themselves by identifying events like this, or an incident before it becomes a massive breach in a short period of time. >> let me play devils advocate. i am microsoft, i'm doing this interview. kramer is so in love with crowdstrike. just completely strides. i'll ask you a question. have you stopped midnight blizzard? >> we have stopped midnight blizzard. we call it coz
. >> we've had microsoft passionate about this. but there is talk there's going to be personally ability for managers -- if they're not taking stuff seriously. >> this is one of the key areas where we have to get back to get this disclosure. it's part of the new s.e.c. rules. we had four days, once we figured out we had four days to disclose it. this is extended to november, actually came out last week. this is why the security industry, and the -- how important this move is from...
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May 15, 2024
05/24
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i am not here to defend microsoft. i think for them to get hacked in this way is a very concerning way. >> did you report -- >> i now yield five minutes to represent -- as we transition to the next round here, i just want to give you the opportunity to talk through things that you felt like wasn't covered and he wanted to make sure that it was clear, so please use this time just to clarify and express the intent here which is to make the argument for these investments understanding to the chairs point, the real trade-off in appreciating the trade off which i suspect you all do. >> thank you for the question. i would say that the major theme here is that folks need to work within budgets. there are things we can deal with more funds, but we will work within the budget and i am proud of the fact that we have a team now that can actually do that kind of math and prioritization. that is the way we work every day. we have a one to endless, the first tie is priority followed by the 150th looks exactly like this. that is the
i am not here to defend microsoft. i think for them to get hacked in this way is a very concerning way. >> did you report -- >> i now yield five minutes to represent -- as we transition to the next round here, i just want to give you the opportunity to talk through things that you felt like wasn't covered and he wanted to make sure that it was clear, so please use this time just to clarify and express the intent here which is to make the argument for these investments understanding...
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Apr 11, 2024
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it shows that now that activision is under the microsoft umbrella... that activision is under the microsoft umbrella. . .- that activision is under the microsoft umbrella... how big is the chinese _ microsoft umbrella... how big is the chinese market - microsoft umbrella... how big is the chinese market they - microsoft umbrella... how big| is the chinese market they are going after?— going after? this could be massive- _ going after? this could be massive. this _ going after? this could be massive. this game - going after? this could be massive. this game could j going after? this could be - massive. this game could add 10-15% massive. this game could add 10— 15% additional revenue opportunity for microsoft when it comes to blizzard and when it comes to blizzard and when it comes to these games. i mean, it's been a missing piece in the puzzle. and i think we microsoft word after activision this was one of the strategic, what i've used areas they needed to focus on. and as a check the box for modela and redmond. check the box for modela and redmond-— redmond. now, the netease blizzard
it shows that now that activision is under the microsoft umbrella... that activision is under the microsoft umbrella. . .- that activision is under the microsoft umbrella... how big is the chinese _ microsoft umbrella... how big is the chinese market - microsoft umbrella... how big is the chinese market they - microsoft umbrella... how big| is the chinese market they are going after?— going after? this could be massive- _ going after? this could be massive. this _ going after? this could be...
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Apr 26, 2024
04/24
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the positive story came through for microsoft an alphabet. the fact they are able to monetize in the cloud business, the investments around ai. i want to give you a look at what's happening in terms of multiples and the valuation story. we know this is been a concern and investors are wringing their hands. look at tesla. it's at a challenging year. elon musk was able to sway those concerns and the earnings call. you are still down double digits for tesla and this is the 12 month blended pe, 59 times for tesla, despite the challenges it faces in the chinese market. all of that playing into the mix. meta-is looking cheap. they had a challenging earning story in terms of the outlook. 20 times versus 59 times. that tells you a lot about how things are shaping up. let's have a look at the biggest story. i want to give you context in terms of softness. the japanese yen is down 40%. 40% versus the u.s. dollar. the bank of japan coming through with what bloomberg economic says was a dovish hole. that story continues to be in focus. more analysis on t
the positive story came through for microsoft an alphabet. the fact they are able to monetize in the cloud business, the investments around ai. i want to give you a look at what's happening in terms of multiples and the valuation story. we know this is been a concern and investors are wringing their hands. look at tesla. it's at a challenging year. elon musk was able to sway those concerns and the earnings call. you are still down double digits for tesla and this is the 12 month blended pe, 59...
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May 17, 2024
05/24
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we start off with big tech events, microsoft build developers conference and nvidia earnings, microsoft society to give updates on its marquee a.i. assistant co pilot, the company expected to show out of a new line of pcs before build officially kicks off. first to nvidia's report, expected to say eps more than quintupled a year ago given by demand for a.i. products, shares up nearly 40% since it last posted results in more than 85% already this year, but are those gains at risk if it disappoints on wednesday, could the markets gains be at risk as well, guy. >> the only disappointment we're coming in the form of guidance, pretty obviously, or margins, if margins start to decline sequentially then you'll have a problem. the market will say, okay, peak margins last quarter, 70%, this is the other side of it, now in terms of revenue and their eps. eps, which is fantastic. but not commensurate to back up price to sales and price to earnings, then the stock might be this trouble. short of that, i think it's fine. with that said, i'll go back to it again, despite the fact that the stock's had
we start off with big tech events, microsoft build developers conference and nvidia earnings, microsoft society to give updates on its marquee a.i. assistant co pilot, the company expected to show out of a new line of pcs before build officially kicks off. first to nvidia's report, expected to say eps more than quintupled a year ago given by demand for a.i. products, shares up nearly 40% since it last posted results in more than 85% already this year, but are those gains at risk if it...
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Jan 30, 2024
01/24
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microsoft as well, that focus on crowd growth. an end, another one contracting because i gave a week revenue forecast for the current period -- amd, another one contracting. similar to what we saw with intel. qqq is the eta that tracks the nasdaq, and that is dropping, but let's change off because we just had futures coming online, and a picture here is a bit of weakness ahead of the open. traders sifting through those earnings, but you've also got the fed decision coming up. treasury issuance, jobs numbers as well as -- jobs numbers as well, so there's a big focus on the days ahead. paul: let's get more detail on those earnings from our technology reporter. let's start with microsoft, a beat on revenue and profit. what were the key drivers of that performance? jackie: digging into some of the figures, the main number we have to look at, that investors care about, is that azure cloud services unit growth. that came in at about 30% compared to last quarter. that beat expectations, and the company said that about six percentage poin
microsoft as well, that focus on crowd growth. an end, another one contracting because i gave a week revenue forecast for the current period -- amd, another one contracting. similar to what we saw with intel. qqq is the eta that tracks the nasdaq, and that is dropping, but let's change off because we just had futures coming online, and a picture here is a bit of weakness ahead of the open. traders sifting through those earnings, but you've also got the fed decision coming up. treasury issuance,...
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Apr 26, 2024
04/24
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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 for microsoft and the tens of billions for google. for amazon, it is a big and growing business how important will the digital ad business be going forward >> it is the business. what happens is most companies captured attention of all of the people in the world and they are selling ads. ads are profitable this is what amazon realized everyone is coming to amazon to buy products and they will think let's sell them ads. if you look at the amazon page, 70% of it is ads they are paying for. this is an important business. the growth is continuing you saw acceleration with the youtube ads and growth with search ad business is here to stay. >> was this the "show me" quarter
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 for microsoft and the tens of billions for google. for amazon, it is a big and growing business how important...
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Jan 30, 2024
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microsoft would be the other. i think it will be very interesting this quarter today to get a look and see how ai is impacting both microsoft and google. and they could be in opposite directions. so with microsoft, people are looking for true growth. both in the cloud business as steve mentioned, but also it's going to start hitting the bottom line and the top line. microsoft is charging customers $30 per person per month for some of these co-pilot services at businesses. once those numbers get significant, that's also going to be meaningful, although they have cautioned that it is very early for that. on the google side, it may show up first as a hit to revenue. and that's because there is this theory out there that ai is going to take energy away from search, take views, take montization away from search because ai gives answers, and the search business is dependent on this unknown and serve up advertiser links, as well as guesses on what you want, versus one answer. >> now, the interesting part about the search
microsoft would be the other. i think it will be very interesting this quarter today to get a look and see how ai is impacting both microsoft and google. and they could be in opposite directions. so with microsoft, people are looking for true growth. both in the cloud business as steve mentioned, but also it's going to start hitting the bottom line and the top line. microsoft is charging customers $30 per person per month for some of these co-pilot services at businesses. once those numbers get...
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Apr 26, 2024
04/24
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when i listen to google, microsoft, meta, google 90% cap x year over year microsoft 50%. tesla is going to buy 50,000 h-100s meta the same. what that tells me is they're still buying nvidia. i think jim is spot on and great to add to that position because it's over its 50 day it's bouncing at it. when their numbers come out, listening to these trillion dollar companies talk about the cap x spend, they're still going to nvidia. so i think nvidia will have another blow-out quarter and we got the stock back over a thousand if the stock participates in it as well. >> alphabet hitting a new all-time high after announcing its first ever dividend as well. we've got some ownership here around the desk. i guess, josh, let's start with you. what did you like about the quarter? there was so much really to pick from here. >> so there is two things here, courtney i want to talk about the optics, and i want to talk about the actual fundamentals. the optics around alphabet have been horrendous in recent months i'm a long-term shareholder and i had thought earlier this year that alphabet
when i listen to google, microsoft, meta, google 90% cap x year over year microsoft 50%. tesla is going to buy 50,000 h-100s meta the same. what that tells me is they're still buying nvidia. i think jim is spot on and great to add to that position because it's over its 50 day it's bouncing at it. when their numbers come out, listening to these trillion dollar companies talk about the cap x spend, they're still going to nvidia. so i think nvidia will have another blow-out quarter and we got the...
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Jan 24, 2024
01/24
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next, microsoft's latest milestone. the tech giant doing something for the first time in its 48 year history. we will drill down on it and find out what could be next with that stock when we come back on "closing bell." do you have a life insurance policy you no longer need? now you can sell your policy - even a term policy - for an immediate cash payment. call coventry direct to learn more. we thought we had planned carefully for our retirement. but we quickly realized we needed a way to supplement our income. our friend sold their policy to help pay their medical bills, and that got me thinking. maybe selling our policy could help with our retirement. i'm skeptical, so i did some research and called coventry direct. they explained life insurance is a valuable asset that can be sold. we learned we could sell all of our policy, or keep part of it with no future payments. who knew? we sold our policy. now we can relax and enjoy our retirement as we had planned. if you have $100,000 or more of life insurance, you may qual
next, microsoft's latest milestone. the tech giant doing something for the first time in its 48 year history. we will drill down on it and find out what could be next with that stock when we come back on "closing bell." do you have a life insurance policy you no longer need? now you can sell your policy - even a term policy - for an immediate cash payment. call coventry direct to learn more. we thought we had planned carefully for our retirement. but we quickly realized we needed a...
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May 21, 2024
05/24
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you don't earn microsoft. and i get the feeling that you're not as all in on this name as some other investors that we speak with. why not? >> there's two reasons. first is as part of our flagship product, we just want to have concentration, and we don't want to hug a benchmark, so we don't own all the mag sevens, for example. we had to make some decisions there. microsoft is in a good place relative to the opportunity in ai. that's one piece to it. the second piece is if you just take a big step back and look at what's happening today, today is underwhelming for microsoft. it had that feel to it because really what we saw a week ago from openai laid the ground work for what we saw today. it reminds me that microsoft's future is in the hands of openai. they have 51% ownership. it's more than 51% ownership. but the bottom line is this relationship is incredibly strong. there's no reason to think it will get fractured. but that is the dynamic. the companies that do own google and meta related to he ai opportunit
you don't earn microsoft. and i get the feeling that you're not as all in on this name as some other investors that we speak with. why not? >> there's two reasons. first is as part of our flagship product, we just want to have concentration, and we don't want to hug a benchmark, so we don't own all the mag sevens, for example. we had to make some decisions there. microsoft is in a good place relative to the opportunity in ai. that's one piece to it. the second piece is if you just take a...
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Jan 30, 2024
01/24
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and microsoft and alphabet and more. we tee up the numbers to watch. >>> it is not just earnings that will have an impact today. the federal reserve kicks off the latest meeting with new calls from lawmakers to cu
and microsoft and alphabet and more. we tee up the numbers to watch. >>> it is not just earnings that will have an impact today. the federal reserve kicks off the latest meeting with new calls from lawmakers to cu
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May 20, 2024
05/24
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also, you mentioned microsoft, last week about google and openai. how transparent they can be when they are developing a frontier area model. that's a big problem and that is a big issue to talk about in my opinion. it to talk about in my opinion. it is moving fast. a lot of announcements lately. we've just seen the microsoft and chat dbt. this presents more challenges to keep up.- chat dbt. this presents more challenges to keep up. yes, and i think the _ challenges to keep up. yes, and i think the policies _ challenges to keep up. yes, and i think the policies are _ i think the policies are lagging, but with al progress, he needs to speed up and countries need to collaborate to make sure that everything is bringing the beneficial side of societies. ., ., , , societies. regulators will be interested — societies. regulators will be interested in _ societies. regulators will be interested in protecting - interested in protecting consumers and the ethics of ai. is ethics something corporations are also working towards? i corporations are also working
also, you mentioned microsoft, last week about google and openai. how transparent they can be when they are developing a frontier area model. that's a big problem and that is a big issue to talk about in my opinion. it to talk about in my opinion. it is moving fast. a lot of announcements lately. we've just seen the microsoft and chat dbt. this presents more challenges to keep up.- chat dbt. this presents more challenges to keep up. yes, and i think the _ challenges to keep up. yes, and i think...
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May 21, 2024
05/24
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also, you mentioned microsoft, last week about google and openai. how transparent they can be when they are developing a frontier ai model. that's a big problem and that is a big issue to talk about, in my opinion. it is moving fast. a lot of announcements lately. we've just seen the microsoft and chatgpt. this presents more challenges to keep up? yes, and i think the policies are lagging, but with al progress, it needs to speed up and countries need to collaborate to make sure that everything is bringing the beneficial side of societies. regulators will be interested in protecting consumers and the ethics of ai. is ethics something corporations are also working towards? i think some of them are, but there's no enforcements, there is no agreement on that. i think it needs to be discussed on the top level, and then it can be implemented on a much finer level of the ai deployment. meanwhile, openai says it will using one of the voices in its chatbot after users said it sounded like that of the actress scarlettjohansson. del michael willard paul was us
also, you mentioned microsoft, last week about google and openai. how transparent they can be when they are developing a frontier ai model. that's a big problem and that is a big issue to talk about, in my opinion. it is moving fast. a lot of announcements lately. we've just seen the microsoft and chatgpt. this presents more challenges to keep up? yes, and i think the policies are lagging, but with al progress, it needs to speed up and countries need to collaborate to make sure that everything...
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. microsoft says it's aiming to be carbon negative by 2030, not just neutral, but negative. and one way it's hoping to get there is through bolivia. more than 9000 kilometers from microsoft headquarters in redmond, washington is a bio chart facility, operated by x, so mad green it turns forestry waste interest, something that's called bio char, which is essentially charcoal x. so mad green will produce the bio char containing carbon dioxide and buried under ground where it can enrich the soil and keep c o 2 from getting into the atmosphere. microsoft has box $32000.00 tons of carbon dioxide removal credits, but that's a tiny fraction of its overall annual emissions. we don't know how much of that will grow with a i. that's one way that microsoft can continue to expand its ai operation and data center as well, saying it's still on path to being carbon negative, but it's not effective enough. or is it just a form of corporate greenwashing? if we do something like by carbon offsets, that doesn't negate the action that we talk, meaning that doesn't undo the carbon emissions that
. microsoft says it's aiming to be carbon negative by 2030, not just neutral, but negative. and one way it's hoping to get there is through bolivia. more than 9000 kilometers from microsoft headquarters in redmond, washington is a bio chart facility, operated by x, so mad green it turns forestry waste interest, something that's called bio char, which is essentially charcoal x. so mad green will produce the bio char containing carbon dioxide and buried under ground where it can enrich the soil...
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May 20, 2024
05/24
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noted, from mark's perspective, apple's significantly outperformed microsoft microsoft has done nothing it and all we do is talk about how far in front microsoft is, so, the valuation is not terribly attractive at this point, and i'm not saying apple's is, either, i'm just telling you, the market is telling you, we'd rather own apple. >> oddly enough, we're talking about apple potentially chasing microsoft. it seems microsoft is trying to reinvent some of apple's cycle performance. so, you have this pc, and they were a bit subtle with what they said, but there is some on pc features in terms of the a.i. situation, so, we talked about palo alto network, we talk about cybersecurity, this will help them, and compel users to perhaps push that cycle forward. the question is, you know, these aren't iphones, these are pcs, you're talking about a three to five-year cycle. after you've made the purchase, then what? this gives them two to three years of runway. >> a lot of fine shows on cnbc >> so many >> 9:00 a.m., the "skwquawk on e street." j.c. was on this morning -- >> jim cramer. >> yeah, j
noted, from mark's perspective, apple's significantly outperformed microsoft microsoft has done nothing it and all we do is talk about how far in front microsoft is, so, the valuation is not terribly attractive at this point, and i'm not saying apple's is, either, i'm just telling you, the market is telling you, we'd rather own apple. >> oddly enough, we're talking about apple potentially chasing microsoft. it seems microsoft is trying to reinvent some of apple's cycle performance. so,...
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May 20, 2024
05/24
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trillion dollar companies like microsoft, they really like shiny products, but amid the drama, microsoft is still all in on open ai after pouring in $13 billion. signs of it, not sure what to attribute it to, but it could be some of that drama. i thought it was interesting when steve just asked that microsoft executive, he still had confidence in openai, and the executive said great confidence in sam altman, by name, and the team there. he said that was their whole focus, to build a great future for ai and the world, which is getting, maybe a little harder to argue with all of these departures. >> yeah, how many companies are really vying in -- compared with openai does. how many companies kind of do what they do? >> that's a good question. so openai develops chatgpt, which is really the foundational model. it's most district rival is anthropic, which was built out of openai. there's a number of others though. an open source model, google, of course, is developing its own llm. someone i was talking to this morning believes these closed language mods are becoming commode commodotised alre
trillion dollar companies like microsoft, they really like shiny products, but amid the drama, microsoft is still all in on open ai after pouring in $13 billion. signs of it, not sure what to attribute it to, but it could be some of that drama. i thought it was interesting when steve just asked that microsoft executive, he still had confidence in openai, and the executive said great confidence in sam altman, by name, and the team there. he said that was their whole focus, to build a great...
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Jan 30, 2024
01/24
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we are from microsoft and amazon alphabet. what is their capacity that they could step up to the bar and make a substantial difference? chris: we see these companies already making a difference. google has a chip which has been producing for some time. many of its own ai models are already trained on this chip. amazon and microsoft are somewhat less developed but still have their own chips that you can use in data centers. openai is considering building out its own network of chip factories. ai requires tons of computing power which means tons of investment numbers. right now there are a couple of companies. nvidia the most important that can reduce these advanced chips for ai. it's not a surprise whether you're microsoft or amazon or google you want more sources of supply for these ultra critical chips. david: what's the gaining factor? what's keeping others from doing it? is it intellectual property, know-how, what keeps them from this? chris: in videos core advantage is its ecosystem. most of the advanced ai systems have be
we are from microsoft and amazon alphabet. what is their capacity that they could step up to the bar and make a substantial difference? chris: we see these companies already making a difference. google has a chip which has been producing for some time. many of its own ai models are already trained on this chip. amazon and microsoft are somewhat less developed but still have their own chips that you can use in data centers. openai is considering building out its own network of chip factories. ai...