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Apr 26, 2024
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azure the cloud product for microsoft of 32%. ai creating demand. intel, down 11.3%, the worst day since april 2020. they aren't able to get in on the ai craze like some other companies. certainly not nvidia. the outlook is disappointing and that company is down sharply. katie: let's look at the tech 100 fund. we were talking about funds that provide access for retail traders to get to some of those private tech companies. look at what it is doing now. it is down over 20% today. the stock is trading near $18 per share. it was just below $100 earlier this month. we have the yen that got weaker, 157 against the u.s. dollar. we heard from the bank of japan that they kept their rates unchanged.as a result you can see the yen flirting with 30 plus year lows against the dollar. we will follow that a speculation about intervention heats up. fillin up the seats and the coffers at carnegie hall. our interview with the carnegie hall executive and artistic director. that is next. this is bloomberg. ♪ (traffic noises) (♪♪) the road to opportunity. is ofte
azure the cloud product for microsoft of 32%. ai creating demand. intel, down 11.3%, the worst day since april 2020. they aren't able to get in on the ai craze like some other companies. certainly not nvidia. the outlook is disappointing and that company is down sharply. katie: let's look at the tech 100 fund. we were talking about funds that provide access for retail traders to get to some of those private tech companies. look at what it is doing now. it is down over 20% today. the stock is...
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Apr 30, 2024
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you had microsoft and alphabet really with some blockbuster earnings. not the same for meta, which i am sure we will get to. but for amazon, it feels like the stakes are high when you consider the stock's performance this year. what are your expectations? >> we forecast growth rates north of 20% for amazon this year. very impressive for a business of its size, and we don't expect this quarter to deviate too far from that annual growth rate. of course, amazon's retail business is the center of gravity in the retail media space. it's growth rates are only second to walmart -- its growth rates are only second to walmart in that space but walmart is less than a 10th of the size of the amazon ad business so a different comparison there. amazon has a lot of draws for advertisers. chief among them, their first party consumer data, of which it has a lot. closed loop attribution is a big deal for advertisers, being more easily able to add exposure to a sale or purchase. all of that plays in amazon's favor as far as amazon is concerned -- as far as advertising is
you had microsoft and alphabet really with some blockbuster earnings. not the same for meta, which i am sure we will get to. but for amazon, it feels like the stakes are high when you consider the stock's performance this year. what are your expectations? >> we forecast growth rates north of 20% for amazon this year. very impressive for a business of its size, and we don't expect this quarter to deviate too far from that annual growth rate. of course, amazon's retail business is the...
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Apr 11, 2024
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it's slightly different than what microsoft is doing. i think microsoft will also offer similar services and i think they already do. other than gen ai one of our analysts said is that they are really focusing on retail profit .we think there is optimization over there as well as them revenue they generate from advertising that should help retail profitability down the road. katie: we really appreciate the breakdown. let's move from amazon to a public company that invests in private markets. we are talking to getting public access to private companies. it's the mission for the destiny tech 100 that allows people to invest in the 100 best startups. since its debut at the end of march, it's just below 500% up. we have the ceo and founder, great to see you in person. we have to start with the price action. you went public in late march and you were up 500% and at one point that number was more than 1000%. even by meme stock standards, that's wild. what do you make of the price action so far and who is driving it? is it retail or institution
it's slightly different than what microsoft is doing. i think microsoft will also offer similar services and i think they already do. other than gen ai one of our analysts said is that they are really focusing on retail profit .we think there is optimization over there as well as them revenue they generate from advertising that should help retail profitability down the road. katie: we really appreciate the breakdown. let's move from amazon to a public company that invests in private markets. we...
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Apr 23, 2024
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>> they remain a pioneer in cloud at microsoft. they continue to see tremendous value from what aws offers. they are innovating and generative at the chip level by offering a variety of models and services. we see improving growth as the year progresses. there is still customer optimization of workloads going on but when we think about the growth drivers underneath amazon web services, they continue to broaden and i think the perception around the durability of this platform will continue to improve later this year into 2025. we continue to like the name there. sonali: there is a lot of optimism and is not just from you, market has shown they are ready to get back in and investors are starting to nip at a lot of these stocks today even before they are reporting earnings. how do you feel about perhaps places that are a little overbought? are there any areas you wouldn't it into yet? >> we are watching a lot how these companies navigate the crosscurrents in the near term. we talked about amazon and we will see how microsoft does late
>> they remain a pioneer in cloud at microsoft. they continue to see tremendous value from what aws offers. they are innovating and generative at the chip level by offering a variety of models and services. we see improving growth as the year progresses. there is still customer optimization of workloads going on but when we think about the growth drivers underneath amazon web services, they continue to broaden and i think the perception around the durability of this platform will continue...
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Apr 25, 2024
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below in yellow and green, microsoft and google. microsoft up about 5% and google up about 11%. tesla is coming off of its bottom after a little bit of hope around the cheap ev. my point is meta's price to perfection, coming back to earth but what's ahead for microsoft and google because that result or meta, really weighing on both of these shares. microsoft is having its worst day since i believe october, 2022. more than a year depending so the key for microsoft will be where earnings and revenue come in. analysts are modeling mid teens growth which is pretty solid. the bigger deal could be azure will it come in at 28%? the ai copilot, what will that revenue spend look like. some analysts say it will be talked down in one analyst says for microsoft, it's about surviving and advancing. that may be the case for alphabet. google has an unusual circumstance relative to some of these other big tech companies. solid revenue growth over the last few quarters but into this first quarter of 2024, down 5.3% and that's not expected to end. the june quarter is expected to be down about 3%
below in yellow and green, microsoft and google. microsoft up about 5% and google up about 11%. tesla is coming off of its bottom after a little bit of hope around the cheap ev. my point is meta's price to perfection, coming back to earth but what's ahead for microsoft and google because that result or meta, really weighing on both of these shares. microsoft is having its worst day since i believe october, 2022. more than a year depending so the key for microsoft will be where earnings and...
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Apr 4, 2024
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we have apple and microsoft to the upside. apple is in this correction, down more than 10% from last year's high. the headlines are coming out over the last 24 hours that they may be looking into a home robot and that could be the next big thing. that would drive the stock not that much because it would take a while to move into the numbers but investors seem positive. microsoft is the same but land weston has a little bit of a downtime as well as alphabet. they are thinking about buying hub spot the crm software company and that stuck his up sharply. put that together with the nasdaq 100, we've had this monster rally at of the 2020 lows. what we will see is interesting because it's a different version of a range that apple has been trading. you can see the big range in one big reason we use the trendline is not to see the trend. you want to use the trendline because you can see when the trend starts to break. you would see that the trendline has started to break here and the nasdaq 100 when into a correction. the trendline is
we have apple and microsoft to the upside. apple is in this correction, down more than 10% from last year's high. the headlines are coming out over the last 24 hours that they may be looking into a home robot and that could be the next big thing. that would drive the stock not that much because it would take a while to move into the numbers but investors seem positive. microsoft is the same but land weston has a little bit of a downtime as well as alphabet. they are thinking about buying hub...
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Apr 29, 2024
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by that i mean microsoft or even google. companies that have solid balance sheets, lots of cash, generating lots of cash. we also want to generate income for these clients. they are someways living out the income generated by the polio, meaning that they need to style sock to get the cash they need. we might need something like a raytheon, philip orascom or general mills. financials you have some that are very attractive. he and energy you have chevron or pipeline company. these can boost dividends while allowing portfolios to still own solid growth, like alphabet. manus: having -- katie: having a dividend puts a buffer in a down market. but thinking about it, the fact that you are focusing on stocks here, does that imply that you expect a macro fed rates to be less of a driver going forward? katie: i think that now -- joanne: i think that now that investor expectations have come down to reality, the notion that we might have six or seven or eight cuts at the beginning of the year, we never prescribed to that, we had pushed
by that i mean microsoft or even google. companies that have solid balance sheets, lots of cash, generating lots of cash. we also want to generate income for these clients. they are someways living out the income generated by the polio, meaning that they need to style sock to get the cash they need. we might need something like a raytheon, philip orascom or general mills. financials you have some that are very attractive. he and energy you have chevron or pipeline company. these can boost...
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Apr 26, 2024
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they have some names like microsoft that they will make chips for. it is a backlog because it is not yet real. these are technologies on the production side that come into force next year. and every quarter is a similar story. like many ceos, the message from pat gelsinger is trust me and bear with me, it is coming. sonali: we will bear with you, we hope you're bearing with everyone else. that is ed ludlow. very busy week for that man. more tech earnings next week, as well. coming up on today's wall street beat. we go to the mining industry. elliott boosted stake in anglo american after they dropped a takeover bid. we will talk about that. this is bloomberg. ♪ everis spent on golf? life nah. sinking putts? the only thing sinking is my savings... there's the kid's braces and my parents to care for. i'm gonna caddy forever. with empower, i get all my financial questions answered, so i don't have to worry. empower. what's next. sonali basak this is "bloomberg markets." i'm sonali basak. it is time for the wall street beat. we're looking at blackstone.
they have some names like microsoft that they will make chips for. it is a backlog because it is not yet real. these are technologies on the production side that come into force next year. and every quarter is a similar story. like many ceos, the message from pat gelsinger is trust me and bear with me, it is coming. sonali: we will bear with you, we hope you're bearing with everyone else. that is ed ludlow. very busy week for that man. more tech earnings next week, as well. coming up on today's...
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Apr 16, 2024
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but you wouldn't put it in the same category as microsoft or an apple, let's say. so netflix is an undiversified media play. they're solely reliant on subscriptions and how they introduce an ad service, so that's helping them a little bit. but ultimately, they're in the same pool in terms of market cap and revenues -- not market cap but revenues as the warner bros. discoveries and the paramounts and all of that, whereas if you think about a company like disney which is diversified, the disney cruise division alone has revenues equal to netflix. so netflix could be in play for either one of the giants or maybe a post acquisition oracle plus paramount plus k.k.r. is interested in joining force with netflix. david: glad you raised disney, my old shop. one thing they have is a very large library after the acquisition of fox, even on its own had a large library. and you talk about a.i. and needs action to a large content. by the way, the big tech giants don't have access to that kind of content either. jon: not anymore. a. i. platform that apple acquired and now is one
but you wouldn't put it in the same category as microsoft or an apple, let's say. so netflix is an undiversified media play. they're solely reliant on subscriptions and how they introduce an ad service, so that's helping them a little bit. but ultimately, they're in the same pool in terms of market cap and revenues -- not market cap but revenues as the warner bros. discoveries and the paramounts and all of that, whereas if you think about a company like disney which is diversified, the disney...
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Apr 23, 2024
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microsoft and alphabet. meta and microsoft, alphabet, to some degree on earnings very solid growth. meta, looking at 66% year-over-year growth for earnings. let's put all of this strength the last few days into the context of a chart we looked at before. this is the nasdaq 100. you can see the uptrend started to break. this is when the buyers became less confident. the sellers a little stronger. below the 100 day moving average. today, back above it but this area is pretty heavy looking so it will be pretty important to monitor this to see whether or not these bowls can continue -- bulls can continue. i suspect it may not last but let's wait until all the earnings to come out. katie: it will be fun to watch those lines move around potentially over the next two weeks. abigail doolittle, thank you. coming up, global cooperation in infrastructure investment. the president of the asia infrastructure investment bank tells us how banks work together to address issues such as climate change. this is bloomberg. ♪ (upbeat music) there's more to business than the business you're in. if you
microsoft and alphabet. meta and microsoft, alphabet, to some degree on earnings very solid growth. meta, looking at 66% year-over-year growth for earnings. let's put all of this strength the last few days into the context of a chart we looked at before. this is the nasdaq 100. you can see the uptrend started to break. this is when the buyers became less confident. the sellers a little stronger. below the 100 day moving average. today, back above it but this area is pretty heavy looking so it...
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Apr 24, 2024
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tomorrow, microsoft and google, down. alphabet, i should say. down. we will be watching these reports for growth on stimulus and in the economy with the ai factor. sonali: a lot of signals to pay attention to. thank you. we discuss it now with christina uber. a chief market strategist. what are the signals telling you? christina: relatively good. we have seen some anomalies but that speaks to customer basis. we had one customer service company sharing that they saw consumer weakness. for the most part, a good earnings season. enthusiasm about tech. i think we will continue to see some relatively good earnings reports. sonali: every other day the market is looking for direction. knowing what we know about data and where equities are heading, how do you start to perhaps change the way you are approaching the market? kristina: we have to think of this as a unique and short-term phase. it's a holding period where we are waiting for signs around what fed policy will be like this year. having said that, most investors have a longer time horizon. it is impor
tomorrow, microsoft and google, down. alphabet, i should say. down. we will be watching these reports for growth on stimulus and in the economy with the ai factor. sonali: a lot of signals to pay attention to. thank you. we discuss it now with christina uber. a chief market strategist. what are the signals telling you? christina: relatively good. we have seen some anomalies but that speaks to customer basis. we had one customer service company sharing that they saw consumer weakness. for the...
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Apr 18, 2024
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it is actually going to be microsoft. microsoft positions it tells in terms of ai and the monetization of ai. their outlook statement there, their performance in that sphere tells you and sets the bar for everyone else. if they are struggling, it tells you that there is pain for others for sure. katie: as you point out, they report in a couple of hours. it is such an interesting business right now. and then there is netflix, the clear leader. how long do you think that headstart, that gap on the rest of the field will actually last? >> they definitely are the leader. they are definitely looking over their shoulder. that space is a lot more crowded with genuine competition than five or so years ago. within that, i think netflix remains best in class and they have the best tools in their toolkit to maintain that edge. they are actually ahead in terms of original content creation as well as the local productions. i'm talking about production distribution lines that they have in other countries and local language content is a
it is actually going to be microsoft. microsoft positions it tells in terms of ai and the monetization of ai. their outlook statement there, their performance in that sphere tells you and sets the bar for everyone else. if they are struggling, it tells you that there is pain for others for sure. katie: as you point out, they report in a couple of hours. it is such an interesting business right now. and then there is netflix, the clear leader. how long do you think that headstart, that gap on...
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Apr 11, 2024
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nvidia, microsoft, and apple are the only other companies that hit that milestone. back to the economy. that is driving the story. the producer price index increased by the most in 11 months in march. still below wall street estimates. we will discuss how it impacts the fed's interest rate path with michael mckee. when you look at the ppi and the softer pieces of information, how do you pair that with the hot inflation print we saw a day ago? >> it looks like some of the input prices are going down now after a jump for a month or 2. which is what we cannot say about cpi. markets seem to be taking it as well. it could have been worse. the statistic on the timing of the increase is for the year-over-year number. on a month over month basis, the numbers came in better than forecast. .2% rise for the headline and the koran a -- core on a year-over-year base. it was up by 2.4%. which is more than the 2.1% last month. 2.1% compared to 1.6% for headline, which is the timing statistic. u.s. about the relationship between the two. what we are looking at is a relationship amo
nvidia, microsoft, and apple are the only other companies that hit that milestone. back to the economy. that is driving the story. the producer price index increased by the most in 11 months in march. still below wall street estimates. we will discuss how it impacts the fed's interest rate path with michael mckee. when you look at the ppi and the softer pieces of information, how do you pair that with the hot inflation print we saw a day ago? >> it looks like some of the input prices are...
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Apr 30, 2024
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i think the bar is set high for amazon following strong beats from microsoft and google, the two other major cloud providers. but, i think the bar is set even higher for amazon given they are one of the last two report on it is earnings season. the bar is a little higher for them. aws is the big talking point. that is what everybody will focus on this quarter. in q4 we saw aws grow three etc. rate up 13% from 12% in q1 two and q3 last year. if we can get growth up this quarter it will be viewed positively by investors. we expect about 15% aws growth this quarter that will likely reaccelerate throughout the year. sonali: arun sundaram at cdr ray, thank you. eli lilly boosted revenue guidance for the full year, citing a strong demand for glp-1 drugs. madison muller covers the sector and joins us now. eli lilly earlier today hit a record high. still up more than 5% on the day on a down day as well. what's going well? mattison: it's interesting. when you look at eli lilly drug sales across the board they missed revenue estimates for this quarter. on a lot other major key drugs, they also m
i think the bar is set high for amazon following strong beats from microsoft and google, the two other major cloud providers. but, i think the bar is set even higher for amazon given they are one of the last two report on it is earnings season. the bar is a little higher for them. aws is the big talking point. that is what everybody will focus on this quarter. in q4 we saw aws grow three etc. rate up 13% from 12% in q1 two and q3 last year. if we can get growth up this quarter it will be viewed...
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Apr 19, 2024
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understanding how they can follow the footsteps of microsoft that has been pretty savvy and expressive it all they will price their ai offering to their consumers. another piece buried in this a little bit and where i would be looking for this in the earnings calls, not necessarily the headlines our players are trying to move and partner with the likes of disney and others to try to figure out a way to move more aggressively into using ai for the advertising technology. something touched on by netflix. that is what we will hear get louder and louder with the likes of amazon talking about the platform inside its content business. sonali: we are looking at the lowest levels for the nasdaq 100 since january. hitting session lows as we speak. ann berry, thank you for your time. threadneedle partner from seattle. we will talk about american express. revenue jumped as consumer spending stay strong, but the company still sees cracks in small businesses. this is bloomberg. ♪ ♪ you know what's brilliant? boring. think about it. boring is the unsung catalyst for bold. what straps bold to a r
understanding how they can follow the footsteps of microsoft that has been pretty savvy and expressive it all they will price their ai offering to their consumers. another piece buried in this a little bit and where i would be looking for this in the earnings calls, not necessarily the headlines our players are trying to move and partner with the likes of disney and others to try to figure out a way to move more aggressively into using ai for the advertising technology. something touched on by...
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Apr 22, 2024
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microsoft decent relative to the single digits for many quarters for a lot of big tech companies at 16.1%. take a look at tesla. the stock is down more than 40% on the year. earnings are expected to decline by 29%. we have news coming out the company has decided to disband a newly created marketing unit for the purposes of ads. now that unit is no longer around. tesla deeply and cost-cutting mode. we will be waiting for more on that on tomorrow's earnings call. katie: abigail doolittle, thank you so much. regulation for stablecoin is getting a fresh push in congress. it may not be enough to address national security concerns. tim massad joins us next. this is bloomberg. ♪ how am i going to find a doctor when i'm hallucinating? 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. abigail: this is bloomberg markets. i am abigail doolittle. your looking at a live shot of the principal room. that is coming up at 12:00 eastern and 5:00 london. this is bloomberg. ♪ katie: it is
microsoft decent relative to the single digits for many quarters for a lot of big tech companies at 16.1%. take a look at tesla. the stock is down more than 40% on the year. earnings are expected to decline by 29%. we have news coming out the company has decided to disband a newly created marketing unit for the purposes of ads. now that unit is no longer around. tesla deeply and cost-cutting mode. we will be waiting for more on that on tomorrow's earnings call. katie: abigail doolittle, thank...
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Apr 17, 2024
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their safety record under the microsoft dust microscope today. two congressional hearings with lawmakers set to question safety experts and a whistleblower. the global head of aviation joins us now. set the scene for us. how we got here and what we are expected to hear from lawmakers? >> a very busy afternoon this day for us here covering these two hearings. one of them kicking off as we speak. this is the one that will explore the finer points of the faa report that came out a couple months ago which was a year-long effort that looked at the safety culture at boeing and what they did wrong, what they should be looking at -- doing differently. not very flattering findings. saying there was a disconnect between management and people in terms of what to do, what sort of safety culture the company should have. we got a little bit of testimony ahead of time that sets the scene a little bit. one of the people who will speak to this said he felt in his own words the pendulum had swung too far sort of giving boeing too much authority. there's a little b
their safety record under the microsoft dust microscope today. two congressional hearings with lawmakers set to question safety experts and a whistleblower. the global head of aviation joins us now. set the scene for us. how we got here and what we are expected to hear from lawmakers? >> a very busy afternoon this day for us here covering these two hearings. one of them kicking off as we speak. this is the one that will explore the finer points of the faa report that came out a couple...
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Apr 25, 2024
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microsoft and alphabet ahead for earnings. meta-not setting a good stage. the outlook for tesla was good. interesting how these come in. the cloud unit, will they achieve the 28% growth many are expecting for alphabet their revenue is expected to decline for the first quarter by 5%. the traditional search business and of course ai and what makes this so interesting we have this two year yield almost at a 5%. despite the fact we have stocks down there is not fear. you could say the two year yield up another weight on investors as perhaps we are certain to think ahead to the fed next week. i don't think the fed will raise next week but nonetheless we color. when we put this together let's look at the chart we looked at yesterday sometimes it's helpful to do this and as a refresher this is the beautiful uptrend out of the october lows. if you were to put this in a longer chart you would see it's not quite parabolic but now we are starting to see over the last three weeks this decline down. they got pushed back down by resistance affecting the moving average. m
microsoft and alphabet ahead for earnings. meta-not setting a good stage. the outlook for tesla was good. interesting how these come in. the cloud unit, will they achieve the 28% growth many are expecting for alphabet their revenue is expected to decline for the first quarter by 5%. the traditional search business and of course ai and what makes this so interesting we have this two year yield almost at a 5%. despite the fact we have stocks down there is not fear. you could say the two year...
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Apr 10, 2024
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pressure for some of the tech stocks and putting apple and microsoft, both of those down 7/10 of 1% liquidity fears there's not to be as much as expected. there is a bright spot. that of course is delta, that is a nice move higher today over the last four days we are up 4.6% at the highs on the day more than 3%. very exciting is they are talking about strong travel demand. their outlook for this quarter on a profit basis to $2.50. delta in the green. katie: coming up as india prepares to head to the polls we will hear from the rockefeller international chairman about investing in india. that's next, this is bloomberg. ♪ when you automate sales tax with avalara, you don't have to worry about things like changing tax rates or filing returns. avalarahhh ahhh abigail: you're looking at a live shot of the principal room. an interview with the edward jones ceo. this is bloomberg. katie: it's time for our daily wall street week conversation. it's just over one week till india voters go to the polls in the general election. it will be far from a quick process per the world's most populous democracy
pressure for some of the tech stocks and putting apple and microsoft, both of those down 7/10 of 1% liquidity fears there's not to be as much as expected. there is a bright spot. that of course is delta, that is a nice move higher today over the last four days we are up 4.6% at the highs on the day more than 3%. very exciting is they are talking about strong travel demand. their outlook for this quarter on a profit basis to $2.50. delta in the green. katie: coming up as india prepares to head...
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Apr 12, 2024
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microsoft had its crash and burn. we will get that crash and burn out of these text -- these text stocks at some point. sonali: bill smead, thank you for looking around the sectors. we will take a look at the companies making the most buzz on social media today. social climbers up next. this is bloomberg. ♪ sonali: time for a social climbers, the stocks making waves on social media. first is stubhub, reportedly looking to go public by summer. the company has seen a post-pandemic boom in sports and live concerts including lucrative tours from beyonce and taylor swift. taylor swift is back on tiktok despite an ongoing dispute between the platform and her record label. the timing coincides with the impending release of her newest album friday. you can follow all the latest, and he buzz on your bloomberg terminal. coming up, we talk about tequila. we will talk about the ghost tequila ceo. ♪ relax into a caribbean state of mind. visit sandals.com or call 1-800 sandals. food isn't just fuel to live. it's fuel to grow. m
microsoft had its crash and burn. we will get that crash and burn out of these text -- these text stocks at some point. sonali: bill smead, thank you for looking around the sectors. we will take a look at the companies making the most buzz on social media today. social climbers up next. this is bloomberg. ♪ sonali: time for a social climbers, the stocks making waves on social media. first is stubhub, reportedly looking to go public by summer. the company has seen a post-pandemic boom in...
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Apr 24, 2024
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microsoft and alphabet are coming up this week. meta tonight. that stock up 133% in the last year. katie: abigail doolittle, thank you so much. stay tuned. natural gas could hold the answer to the issue of access in the energy transition. that is next. this is bloomberg. ♪ how am i going to find a doctor when i'm hallucinating? 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. abigail: this is bloomberg markets. coming up, john lawler joins bloomberg tv at 4:00 p.m. new york time. this is bloomberg. ♪ katie: time for the daily wall street we conversation. energy has been among the more affected spaces as tensions have notched higher in the middle east and ukraine. in an interview with david westin, new fortress energy ceo wes eaton's talks about the effect of the geopolitics on the energy transition and particularly on natural gas. wes: there is 400 million tons of production the world that will double the next couple of years. you have the ukrainian-russian wor
microsoft and alphabet are coming up this week. meta tonight. that stock up 133% in the last year. katie: abigail doolittle, thank you so much. stay tuned. natural gas could hold the answer to the issue of access in the energy transition. that is next. this is bloomberg. ♪ how am i going to find a doctor when i'm hallucinating? 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....
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Apr 4, 2024
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it might give them an edge against microsoft. it is a beefing up across the board offering to enterprises with the relationship of openai and getting into businesses of all scale offering products. so i think ultimately it is making more competitive in the enterprise space if it is allowed to go through. alix: i was talking to bloomberg intelligence and he said the combination is too, and what do you do with all of software players, there are so many? what is happening? who are the targets and the buyers and the buyee? buee? --buyee? purchasers. caroline: salesforce was able to buy slack. but under the current iteration of the ftc and the regulators, google alphabet has a lot of legal issues and all of it is because it is too big. sonali: you have google considering fees according to " the financial times" for ai features. caroline: we had man deep on the --mandeep saying that this is what they have done on youtube. people will want to pay subscriptions and people have come to youtube as a tv offering and they have raked in $50 m
it might give them an edge against microsoft. it is a beefing up across the board offering to enterprises with the relationship of openai and getting into businesses of all scale offering products. so i think ultimately it is making more competitive in the enterprise space if it is allowed to go through. alix: i was talking to bloomberg intelligence and he said the combination is too, and what do you do with all of software players, there are so many? what is happening? who are the targets and...
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Apr 10, 2024
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. >> he's had one great victory already, the microsoft investment in japan is great news for him on this visit. i think japan is a little concerned about being left behind in things like ai so it wants the u.s. contribution on that front. the elephant in the room on this occasion is the whole deal on nippon steel and u.s. steel. one of the messages he wants to send in a more subtle way without raising it directly with biden is to say investments between our two countries is very normal and healthy and beneficial for both sides so there is no need to fear it. haslinda: thank you for that update, isabel reynolds in tokyo. we spoke to u.s. to japan rahm emanuel from the white house lawn. he told us why he has high expectations for the prime minister's visit. >> this comes at a historic moment for both countries as they change dramatically there deterrent posture and position. japan's changed in the last two years, five separate policies that have basically been on the books for 70 years. normalizing the level of the relationship with korea to a new more solid, strategic level. the u.s. also
. >> he's had one great victory already, the microsoft investment in japan is great news for him on this visit. i think japan is a little concerned about being left behind in things like ai so it wants the u.s. contribution on that front. the elephant in the room on this occasion is the whole deal on nippon steel and u.s. steel. one of the messages he wants to send in a more subtle way without raising it directly with biden is to say investments between our two countries is very normal...
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Apr 22, 2024
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tesla, microsoft, meta, and alphabet are all do. >> we are hearing it is all big tech. >> big tech has great balance sheets with a lot of cash and little debt. >> companies generating extraordinary amounts of cash flow are still doing well. >> tech is a big part of the quality story. >> looking out 1, 2, three quarters, it will start running out. >> you cannot just have tech doing well. >> it will be a good distraction for the market, to have a look at what is going on to see whether the valuations are supported by the fundamentals. haslinda: big tech, big expectations. let's get analysis with our mliv strategist in singapore. mark: the post-survey focused on the risks coming from treasury yields may be reaching 5% as the biggest factor which may weigh on earnings in the earnings season. slightly less worried about the ai impact. so companies would not come through on these wonderful promises of where ai is going in terms of her earnings. most of the survey was done before and video dropped 10%. as we go into the period where most of the magnificent seven reporting this week, people wi
tesla, microsoft, meta, and alphabet are all do. >> we are hearing it is all big tech. >> big tech has great balance sheets with a lot of cash and little debt. >> companies generating extraordinary amounts of cash flow are still doing well. >> tech is a big part of the quality story. >> looking out 1, 2, three quarters, it will start running out. >> you cannot just have tech doing well. >> it will be a good distraction for the market, to have a look at...
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Apr 30, 2024
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united states where we have just had already some of the major companies and people like the alphabets, microsoft, these kind of peoples, reducing the results very good, particularly on the ai side, which is the key dynamic. that's the biggest narrative and will continue to be for some time. people can see what's happening. they probably have quite a bit of money at work. it does not give them a reason to shift the money from there to a space which is more opaque. they might see the numbers improving a bit, but not significantly enough to deter from a story they are fairly comfortable with. haslinda: the other preoccupation is the yen, and of course, there was intervention or not, regardless, if that was an intervention, that is not enough, more needs to be done to support the currency. mark: it's very difficult. we haven't seen the confirmation yet but the action, the way it happened, the language we have seen suggested a confirmation in the numbers soon. this time around, the situation is much more difficult compared to 2022. they fumbled the messaging, unfortunately. the traders can see throug
united states where we have just had already some of the major companies and people like the alphabets, microsoft, these kind of peoples, reducing the results very good, particularly on the ai side, which is the key dynamic. that's the biggest narrative and will continue to be for some time. people can see what's happening. they probably have quite a bit of money at work. it does not give them a reason to shift the money from there to a space which is more opaque. they might see the numbers...
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Apr 2, 2024
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if you look at the percent of earnings on companies like apple or microsoft, the amount of money they earn overseas and in emerging markets is tremendous, so in some ways, the u.s. market is an entry into emerging markets. and it is a very liquid market. maybe 50% in u.s. equities and 50% in other countries around the world. taiwan, korea, thailand, indonesia, india, of course, brazil, maybe even south africa. haslinda: just one final question before we let you go. we know we have a rematch between biden and trump at the end of the year. what would trump 2.0 main for markets? >> i think trump may be good for markets because his first measure would probably be to reduce taxes or do something with taxes to help companies, and he probably would be good for the market. haslinda: thank you so much for your insights today. mark mobius, chairman of the mobius emerging opportunities fund. still to come, our interview with goldman sachs asia financials research unit. here why they have downgraded indian banks to market weight as a sector. keep it here with us. this is bloomberg. ♪ thanks to
if you look at the percent of earnings on companies like apple or microsoft, the amount of money they earn overseas and in emerging markets is tremendous, so in some ways, the u.s. market is an entry into emerging markets. and it is a very liquid market. maybe 50% in u.s. equities and 50% in other countries around the world. taiwan, korea, thailand, indonesia, india, of course, brazil, maybe even south africa. haslinda: just one final question before we let you go. we know we have a rematch...
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Apr 26, 2024
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stocks powering ahead today and this is six in large part to what we got on the earnings front, you had microsoft and alphabet. it really showed how ai is fueling growth. stocks are reversing, some of the softness from yesterday. we are seeing chinese tech, really stealing the limelight and hong kong markets headed for their best week since 2022. the yen is hovering flat against the dollar as we wait for what we get from the boj, let's take a look at stock market movers because i think that is what highlights how quickly sentiment can turn for some chip related names and how closely they are still tied to their u.s. peers and big tech names. yesterday, they slid and today recovering. let's look at jgb futures as well. as i said, we got data out of the u.s. overnight and that complicates things for the fed. it also puts pressure on treasuries that selloff, yields higher, reading into what we are seeing from japan, it's also about traders bracing potentially for the start of signals on quantitative tightening. we are anticipating hawkish signs because he has to keep the yen depreciation and check.
stocks powering ahead today and this is six in large part to what we got on the earnings front, you had microsoft and alphabet. it really showed how ai is fueling growth. stocks are reversing, some of the softness from yesterday. we are seeing chinese tech, really stealing the limelight and hong kong markets headed for their best week since 2022. the yen is hovering flat against the dollar as we wait for what we get from the boj, let's take a look at stock market movers because i think that is...
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Apr 24, 2024
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we work with sap and microsoft. we will definitely be working with some of the startups. what we are doing is actually creating an operating system. that's why we named the company as ai on os. that os will integrate what is already available. we are not here to reinvent everything. i'm very happy that there is so much recognition that ai with human touch -- that's what we are all about. paul: so where does india have an advantage in the ai space? how much money is there to be made in the sector? >> you know, ultimately we are healed -- here to build an institution. we are here to create a service which appeals to our customers, to our own people, and which is also relevant. so i'm sure there's a net business effect. at this stage, we are having fun creating it as an institution. this word means everlasting. i believe we are creating a great institution. paul: are there potentially some risks here as well? places like india, the philippines. a lot of coding and call center work happens there. do you think generative ai is threatening jobs in these industries? >> i mean th
we work with sap and microsoft. we will definitely be working with some of the startups. what we are doing is actually creating an operating system. that's why we named the company as ai on os. that os will integrate what is already available. we are not here to reinvent everything. i'm very happy that there is so much recognition that ai with human touch -- that's what we are all about. paul: so where does india have an advantage in the ai space? how much money is there to be made in the...