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Jan 25, 2024
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microsoft, when you just look at the different verticals that microsoft plays in, the different end markets, we're talking about cloud, a.i., gaming, those are much higher growth end markets than the markets that apple is playing in and when you look at expected earnings growth for 2024, microsoft's expected earnings growth is almost twice that of a apple's, looking at 17% growth versus 9% growth for a apple. look, microsoft will overtake apple and become the highest valued company in the world, it's just a matter of time. with regards to earnings season, earnings season has really not been so great. i mean, obviously companies are -- they're clearing these super low hurdles that have been set and we're only 20% of the way into earnings season. but earnings growth right now collectively is negative 2% year over year. and if we end up finishing in the negative, jackie, i mean, now we're talking about four out of the last five quarters we finished with negative year over year earnings growth. right now, the market's trading at 19 and-a-half multiple. the 10 year average is 17 and-a-half. when
microsoft, when you just look at the different verticals that microsoft plays in, the different end markets, we're talking about cloud, a.i., gaming, those are much higher growth end markets than the markets that apple is playing in and when you look at expected earnings growth for 2024, microsoft's expected earnings growth is almost twice that of a apple's, looking at 17% growth versus 9% growth for a apple. look, microsoft will overtake apple and become the highest valued company in the...
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microsoft's bing has less than 5%. i think you'll start to see microsoft continue to pick be up share there. those are the four names we feel very good about looking forward. maria: and i know that you look at google, this is the name you debate the most, google, alphabet. >> yeah. i mean, really when you look at google, you have to think about if -- if you think about it very simply, do you believe a.i. is going to be real? if it is, do you believe google can maintain 93% search market share? that's kind of hard to believe as people change the way they interact when looking for information versus clicking on 10 blue links, they have a conversation with an a.i. engine and that's a very different prospect. with google i think over a very long period of time you're going to see that market share start to erode and for youtube, you talked about disney earlier and subscribers, you also got amazon that just started launching ads on prime video and so you've got more ad dollars flowing to other things than youtube and so bet
microsoft's bing has less than 5%. i think you'll start to see microsoft continue to pick be up share there. those are the four names we feel very good about looking forward. maria: and i know that you look at google, this is the name you debate the most, google, alphabet. >> yeah. i mean, really when you look at google, you have to think about if -- if you think about it very simply, do you believe a.i. is going to be real? if it is, do you believe google can maintain 93% search market...
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Apr 26, 2024
04/24
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news was fantastic, we on both microsoft the 12 best ideas portfolio. we're very pleased with what they deliver, we think were just getting started early innings in the a.i. race. maria: yesterday we saw the obvious slowdown that you're referring to, we had gdp at 1.6%, compare that to the quarter before at two plus% in the quarter before the at 4.9% you talking about gdp going from 4.1% from or .6% in a couple of quarters. even though the macro story is slowing you will see outsize growth from big tech. >> infected a slowing economic environment you want to own companies that have reliable earnings growth. if you take a company like service now that reported this week up over 24% that's what i want to own in a slowing environment but what was more troubling some of the gdp slowdown was inventory subtracting and trade about 1.3%, we are slowing and what was more troubling the quarter pce of 3.7%. that should be what we will see today with the pce numbers. nobody wants to see slowing economic growth and rising inflation. maria: inflation has been persist
news was fantastic, we on both microsoft the 12 best ideas portfolio. we're very pleased with what they deliver, we think were just getting started early innings in the a.i. race. maria: yesterday we saw the obvious slowdown that you're referring to, we had gdp at 1.6%, compare that to the quarter before at two plus% in the quarter before the at 4.9% you talking about gdp going from 4.1% from or .6% in a couple of quarters. even though the macro story is slowing you will see outsize growth from...
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well they say microsoft -- three-ish is fine. >> 3% inflation. >> yes there is concern over inflation, and to focus on financial stability if they would he define it, however, i think also a chance maria, that the fed raises, if they are confronted with accelerating rate of inflation they feel no choice who is to say 3.2% thing couldn't go up, 80 dollar oil price no longer 70. maria: and now close to 90. dan, you know jim grant so do i very smart, says there is a chance fed could raise rates if that happens what happens to the stock market? >> if raised raises it is game over you and i both know that i don't think the fed is going to raise rates, but -- is at the possibility really high if not going to cut three times market thinking to, whether cut in june or not point flip whether two rate cuts or three, i think hard to argue with if you look at cpi, it was 3% in june of last year. at a time is 3.2 so not -- if you are optimistic you say yeah. but if you look at core pce, i think is ridiculous but what people look at everybody needs energy, food to live, let's take that out look at
well they say microsoft -- three-ish is fine. >> 3% inflation. >> yes there is concern over inflation, and to focus on financial stability if they would he define it, however, i think also a chance maria, that the fed raises, if they are confronted with accelerating rate of inflation they feel no choice who is to say 3.2% thing couldn't go up, 80 dollar oil price no longer 70. maria: and now close to 90. dan, you know jim grant so do i very smart, says there is a chance fed could...
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use that as a way to get in the door change contracts to all servicenow the beauty is if you take a microsoft, aws, google great companies we integrate with all 50, years companies been building infrastructure to run their business 20th century architecture in many cases we integrate with all that then give a net new glidepath, one platform, to run all of their business so they can have one experience layer that takes the clutter out of people's lives gives them a beautiful user experience. so, for example, if you are an employee, why shouldn't you have all services on a mobile devise why shouldn't you he be able to access everything you want why shouldn't ai help you solve every day problems? if you are a customer, you got to meet 2 customer in every channel, if they want to shop s at 11:00 at night go to the store, where they have a return, they want to have an automated process to give a good experience you should be able to do that. if a bank president call somebody in the office wavent to have a new program to reward employees should happen in instant in a minute all this can be built on
use that as a way to get in the door change contracts to all servicenow the beauty is if you take a microsoft, aws, google great companies we integrate with all 50, years companies been building infrastructure to run their business 20th century architecture in many cases we integrate with all that then give a net new glidepath, one platform, to run all of their business so they can have one experience layer that takes the clutter out of people's lives gives them a beautiful user experience. so,...
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Apr 22, 2024
04/24
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maria: big tech is on deck, tesla, microsoft , google, meta on track this week. phil orlando has expectations coming up and we'll talk about 2024 investing. at 7:00 a.m., mike huckabee is here along with monica crowley and liz peek will join as well. don't miss that. you're watching "mornings with maria" live on fox business. we'll be right back. ♪ with gold and copper prices pushing towards all-time highs, u.s. gold corp is advancing its environmentally friendly gold and copper mining project and creating american jobs in mining friendly wyoming. with a proven management team and board, a tight share structure, and a solid cash balance, u.s. gold's portfolio of world-class assets are creating american growth and homegrown strategic metals as the us moves towards an electrified future. u.s. gold corp. trika fishing rods are the rebirth of the fishing rod industry. our carbon fiber reel seat, grips and ekkochamber technology, makes our rods twice as sensitive as high-end competitors. for more details, go to trika.com. maria: welcome back. take a look at futures
maria: big tech is on deck, tesla, microsoft , google, meta on track this week. phil orlando has expectations coming up and we'll talk about 2024 investing. at 7:00 a.m., mike huckabee is here along with monica crowley and liz peek will join as well. don't miss that. you're watching "mornings with maria" live on fox business. we'll be right back. ♪ with gold and copper prices pushing towards all-time highs, u.s. gold corp is advancing its environmentally friendly gold and copper...
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May 17, 2024
05/24
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property. >> it is pockets, there's plenty of ceos that are not making these moves but the move for microsoft is important because it shows one of the key features of what is going to take for companies to reposition it's not just going to be about living supply chains were moving staff and business units trying to get things out of harms way any ceo or business leader watching what's going on between russia and china, that should be enough to understand what geopolitics is really going this will not be solved by more meetings between the u.s. cavity and xi jinping, what they're doing is very clear we need to have companies moving out of harm's way and shareholders holding companies that are accepting better corporate strategy and realizing companies are to be in the center of the situation in the wall street journal article hinted that very strongly say there to be collateral damage in the u.s. china relationship and we've been talking about that for very long time, the real concern is we have a market event we have a lot of american businesses that do not understand what geopolitics is real
property. >> it is pockets, there's plenty of ceos that are not making these moves but the move for microsoft is important because it shows one of the key features of what is going to take for companies to reposition it's not just going to be about living supply chains were moving staff and business units trying to get things out of harms way any ceo or business leader watching what's going on between russia and china, that should be enough to understand what geopolitics is really going...
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Jan 31, 2024
01/24
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microsoft is down a percent this morning after a double beat as well. so i think bottom line is the earnings are still magnificent here. no pun intended. they are the magnificent seven. and i do think -- i think the valuations are starting to get pretty rich. look at microsoft, it trades 35% higher than it does historically, about 37 times forward earnings. but i think money can continue to funnel into these stocks. the one thing we look at is, cash positions are still so high, maria. you have over $5.8 trillion sitting in cash. investors are probably going to get fomo as the stocks continue with their momentum this year. i suspect a lot of money will find its way back into the market and back into the mag magnificent seven stocks. maria: you talk about fomo, fear of missing out. people will say i've got to get the money into the stock market. >> on wall street we talk about markets they grow in pessimism he which was last year and skepticism and then they become optimistic and then you go to euphoria and i think at some point we're going to go from opt
microsoft is down a percent this morning after a double beat as well. so i think bottom line is the earnings are still magnificent here. no pun intended. they are the magnificent seven. and i do think -- i think the valuations are starting to get pretty rich. look at microsoft, it trades 35% higher than it does historically, about 37 times forward earnings. but i think money can continue to funnel into these stocks. the one thing we look at is, cash positions are still so high, maria. you have...
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Mar 15, 2024
03/24
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. >> i think it a hope a lot of investors we have been pounded the table for nvidia microsoft, we can't see the naked eye the big destructive in the mid-1990s we were part of it.com, the pcs this is back in stuff in the warehouse, i think at the conference and be able to connect the dots for investors to show the tangibility of what this is intellectual property that they have light years ahead of amd and intel and expectation are high for the a.i. conf conference, everything else that jensen does i think they will exceed those expectations. people feel like i missed nvidia, listen to the ceo at the epicenter of a.i. he said were in the second or third inning, that's a pretty good run way to make money you may not want to stick around to the ninth-inning or x innings but this is second or third, there's a lot more room for growth. maria: i guess there's an expectation that corporate america will increase their spending on a.i. chips and a.i. related cloud services there is a runway there. cheryl jumping. >> i was curious about the economic picture. we were looking at the pipers in the r
. >> i think it a hope a lot of investors we have been pounded the table for nvidia microsoft, we can't see the naked eye the big destructive in the mid-1990s we were part of it.com, the pcs this is back in stuff in the warehouse, i think at the conference and be able to connect the dots for investors to show the tangibility of what this is intellectual property that they have light years ahead of amd and intel and expectation are high for the a.i. conf conference, everything else that...
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Jan 29, 2024
01/24
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we're waiting on apple, microsoft, amazon, everything you need to know, the preview coming up. european markets are mixed, take a look at the eurozone, the ft 100 in london is trading you higher by 11, cac quarante is up 2 points, the dax in germany is lower by 74. in asia, markets finished mostly i higher. shares of china's evergrande briefly halted after plunging 20% in early trading. we've got the latest on that story coming out of china which is further weakening its real estate market. then impeaching alejandro mayorkas amidst an invasion at the southern border, there are two articles of impeachment as we learn nationwide encounters hit a new all time high in december, 371,000 for the month, 302,000 just at the southern border. the charges expected to be you approved tomorrow. will this impeachment die in the senate? we are on it this morning. joining the conversation all morning long, strategic wealth partners ceo, mark o tepper, columnist and fox news contributor, liz peek, and fox business' cheryl casone. "mornings with maria" is live right now. three u.s. station membe
we're waiting on apple, microsoft, amazon, everything you need to know, the preview coming up. european markets are mixed, take a look at the eurozone, the ft 100 in london is trading you higher by 11, cac quarante is up 2 points, the dax in germany is lower by 74. in asia, markets finished mostly i higher. shares of china's evergrande briefly halted after plunging 20% in early trading. we've got the latest on that story coming out of china which is further weakening its real estate market....
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Jan 30, 2024
01/24
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all eyes on alphabet and microsoft, reporting after the close tonight. we'll get the preview from the word on wall street. and how to allocate money today. don't miss it. you're watching "mornings with maria" live on fox business. we'll be right back. ♪ it's raining more than ever. ♪ know that we'll still have each other. ♪ you can stand under my umbrella. ♪ you can stand under my umbrella. ♪ ♪ voya ♪ there are some things that work better together. like your workplace benefits and retirement savings. voya helps you choose the right amounts without over or under investing across all your benefits and savings options. so you can feel confident in your financial choices. ♪ they really know how to put two and two together. voya, well planned, well invested, well protected. if your business needs a new application then developers will have to write code. a lot of code. if an application needs to be modernized then you'll need time, resources... and caffeine. if this sounds daunting then use watsonx code assistant ai designed to multiply devel
all eyes on alphabet and microsoft, reporting after the close tonight. we'll get the preview from the word on wall street. and how to allocate money today. don't miss it. you're watching "mornings with maria" live on fox business. we'll be right back. ♪ it's raining more than ever. ♪ know that we'll still have each other. ♪ you can stand under my umbrella. ♪ you can stand under my umbrella. ♪ ♪ voya ♪ there are some things that work better together. like your workplace...
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Feb 13, 2024
02/24
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computing driving forward this move in nvidia, microsoft, amazon. you're talking about multi trillion dollar companies. would you buy any of these right here, ryan? >> this ryan. i think it's starting to smell like late '90s market speculation fever if you ask me. if you look at valuations, the magnificent seven, the net worth of those are more than every stock that trades in europe right now. if you look at microsoft at $3 trillion it's worth literally double what the energy sector is in the u.s. if you look at free cash flow, it's 68 billion versus 135 billion for the entire energy sector so i think valuations at this point are getting pretty crazy. if you own big ebbing the, i think it's time the -- big tech, i think it's time to diversify. i would own a position but it's over concentrate. maria: ryan, your thoughts on the same questions. microsoft is more than 3 trillion in market value. >> yeah, i really agree with ryan on that point. i think just there's so much concentration. 72% of the stock market last year, those companies in the s&p 500 u
computing driving forward this move in nvidia, microsoft, amazon. you're talking about multi trillion dollar companies. would you buy any of these right here, ryan? >> this ryan. i think it's starting to smell like late '90s market speculation fever if you ask me. if you look at valuations, the magnificent seven, the net worth of those are more than every stock that trades in europe right now. if you look at microsoft at $3 trillion it's worth literally double what the energy sector is in...
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Apr 25, 2024
04/24
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results but weak guidance on the revenue outlook, the stock is down 13% we are previewing alphabet microsoft coming out "after the bell" tonight, the stocks are but were going into the numbers. investors watching the economic story, will get the first rita first quarter gdp this morning at 8:30 a.m. eastern ahead of the march pc index out tomorrow. the expectation call for gains and growth. european markets are mixed, take a look at the eurozone, up 52 but the cac 40 down 47 and ask index in germany lower by 110, and asia amick story as you can see the big mover, japan down better than 2%, korea one and three quarters percent, china was higher. protest growing on college campuses across the country each state deals with out-of-control demonstrations differently as the white house stays tightlipped on responding. president biden signing into law the bill to advance a national ban on tiktok, we will still campaign using the tiktok at as new polls show president trump's lead over biden is growing six of seven key swing states. joy to the conversation all morning long wealth partner mark tepper,
results but weak guidance on the revenue outlook, the stock is down 13% we are previewing alphabet microsoft coming out "after the bell" tonight, the stocks are but were going into the numbers. investors watching the economic story, will get the first rita first quarter gdp this morning at 8:30 a.m. eastern ahead of the march pc index out tomorrow. the expectation call for gains and growth. european markets are mixed, take a look at the eurozone, up 52 but the cac 40 down 47 and ask...
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Feb 22, 2024
02/24
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look, it has become the third biggest company in the world after only microsoft and apple. it's pretty remarkable where this thing has come other the course of the -- over the course of the last 15 months or so, and there are price targets at $1200 and and higher i. cheryl: it's amazing. mark tepper, lee carter, thank you so much. that is it for me, but "varney & company" is up next. stuart varney, a lot to talk about this morning, and good morning, sir. stuart: good morning, cheryl. a lot to talk about. good morning, everyone. artificial intelligence is taking the market by storm
look, it has become the third biggest company in the world after only microsoft and apple. it's pretty remarkable where this thing has come other the course of the -- over the course of the last 15 months or so, and there are price targets at $1200 and and higher i. cheryl: it's amazing. mark tepper, lee carter, thank you so much. that is it for me, but "varney & company" is up next. stuart varney, a lot to talk about this morning, and good morning, sir. stuart: good morning,...
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May 20, 2024
05/24
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ai event tomorrow to 23rd, may 21st to 23rd microsoft build ai event on weathered after the close nvidia reporting first-quarter results, tom lee says we expect these events to he reinforce improving visibilities capability of a.i. sending these stocks higher your thoughts. i think he is absolutely right. i think look you and i talked about this we are very much in infant stages of ai very important week video crowded trade we know while maybe priced to possession of, wang constantly giving positive again i think this is one of the 4.5 billion dollars in revenue but whisper number is more like 26 billion, in revenue so going to be interesting to see how the market reacts, what that number is 24 billion going to be viewed as disappointment? if whisper number is 26? what will they do? i hope they sell it off i would like to buy more cheaper i still think a thousand dollar number. >> true stock selling off recently, tom lee says that means the expectations are being reduced into earnings, he says he likes to see this jitter good sign into earnings more likely the stock rallies after earning
ai event tomorrow to 23rd, may 21st to 23rd microsoft build ai event on weathered after the close nvidia reporting first-quarter results, tom lee says we expect these events to he reinforce improving visibilities capability of a.i. sending these stocks higher your thoughts. i think he is absolutely right. i think look you and i talked about this we are very much in infant stages of ai very important week video crowded trade we know while maybe priced to possession of, wang constantly giving...
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Apr 23, 2024
04/24
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we have the preview, more big tech coming up, meta, google, microsoft all out with quarterly numbers this week investors watching the inflation story the first read of gdp is out on thursday and the march pc index is out on friday, likely market movers coming up later in the week. european markets are higher as well, fractional gains across-the-board. s&p 126, cac 4029 and dax index higher by 22. in asia a mixed story, take a look the best performer was hong kong, hang seng up almost 2%. the university protest and growing across the country students occupying the top institutions turning campus and a detent cities and encampment lawns. columbia university president facing calls to resign for members on capitol hill, the very latest coming up. day two of president trump's hush money trial george washington professor jonathan turley calling in embarrassment for the manhattan da in america is a former president has a victory in the tisha james fraud case with a 175 billion-dollar bond being upheld. joy to the conversation all morning long strategic wealth partner mark tepper, gop strate
we have the preview, more big tech coming up, meta, google, microsoft all out with quarterly numbers this week investors watching the inflation story the first read of gdp is out on thursday and the march pc index is out on friday, likely market movers coming up later in the week. european markets are higher as well, fractional gains across-the-board. s&p 126, cac 4029 and dax index higher by 22. in asia a mixed story, take a look the best performer was hong kong, hang seng up almost 2%....
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May 23, 2024
05/24
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movement you look at amazon as an example supplying the languages in microsoft with openai and chat gpt, maybe the most important thing to consider the demand for additional energy, a chat gpt search requires 25 times more energy than a google search. you need reliable efficient energy, nuclear is probably the best way to do that. maria: a great point that's why we mentored data centers we've been talking about the data center impact and what about that you were going to need much more energy given the a.i. rollout because of the data centers in the demand and we're going to be able to expect her. >> mark is absolutely right, you have to have consistent power it's awkward to be like were going to power this with windmills, this is like nuclear reactors hundred megawatts probably the main way to get there. it's also important to think about our grades are old and they have it been there in a while and you see like companies like national uk have made major investments to get to that level of power and energy there were going to need. maria: amazon announced it is upgrading the decade old
movement you look at amazon as an example supplying the languages in microsoft with openai and chat gpt, maybe the most important thing to consider the demand for additional energy, a chat gpt search requires 25 times more energy than a google search. you need reliable efficient energy, nuclear is probably the best way to do that. maria: a great point that's why we mentored data centers we've been talking about the data center impact and what about that you were going to need much more energy...
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May 21, 2024
05/24
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event yesterday today until thursday microsoft build a.i. and of course wednesday the big story of the week nvidia is reporting the first-quarter results let's talk earnings what are your expectation for nvidia and what do you want to say with overall earnings. in terms of growth. >> overall. has been better than anticipated this is the 48 of the last 50 quarters in which the s&p actual results have exceeded end of quarter estimates in first quarter were expected to be up 3% according s&p capital iq, 5% with ten of 11 sectors outpacing and seeing upward revisions, we've also been seen seven of the 11 sectors see improvement in 2024 estimates and 2025 with the estimates pointing to close to 50% year on year gain for the coming calendar year. i think we could see another digestion of 5% later in this. , third quarter traditionally is a challenging. in the market especially in the election year as uncertainty rises but if we can get a year to date lot before july 31 that every time that is happened since world war ii the market posted as return
event yesterday today until thursday microsoft build a.i. and of course wednesday the big story of the week nvidia is reporting the first-quarter results let's talk earnings what are your expectation for nvidia and what do you want to say with overall earnings. in terms of growth. >> overall. has been better than anticipated this is the 48 of the last 50 quarters in which the s&p actual results have exceeded end of quarter estimates in first quarter were expected to be up 3% according...
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Apr 25, 2024
04/24
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we've got tech earnings on deck tonight, alphabet and microsoft report after the bell tonight. you saw what meta numbers have done to the market this morning. meta is down 13% and the dow industrials right now down 218. the word on wall street panel is here with expectations. don't miss that. you're watching "mornings with maria" live on fox business. we'll be right back. ♪ don't show up. ♪ don't come out. ♪ don't start caring about me now. ♪ walk away. ♪ you know how. ♪ don't start caring about me now. ♪ aren't you the guy who tried to -- if you have wet amd, you never want to lose sight of the things you love. some things should stand the test of time. long lasting eylea hd could significantly improve your vision and can help you go up to 4 months between treatments. if you have an eye infection, eye pain or redness, or allergies to eylea hd, don't use. eye injections like eyla hd may cause eye infection, separation of the retina, or rare but severe swelling of blood vessels in the eye. an increase in eye pressure has been seen. there's an uncommon risk of heart
we've got tech earnings on deck tonight, alphabet and microsoft report after the bell tonight. you saw what meta numbers have done to the market this morning. meta is down 13% and the dow industrials right now down 218. the word on wall street panel is here with expectations. don't miss that. you're watching "mornings with maria" live on fox business. we'll be right back. ♪ don't show up. ♪ don't come out. ♪ don't start caring about me now. ♪ walk away. ♪ you know how. ♪...
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Apr 29, 2024
04/24
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microsoft is churning along. on the other side of the coin, the cycle with zuckerberg, hate, love, hate, they hate him again because we're in a cycle of big time spending. in general, i think the fed has to do some cutting. i think if we don't do a cut we already saw four or five regional bank failures, the number could be 30, 35, something had has to happen to alleviate the commercial real estate crisis in my opinion. maria: that's a good point. we're seeing more evidence of the crisis with republic first. jay he my, a big week of first quarter earnings. we heard from dominos pizza reporting a beat on earnings and revenue, in line with expectations, same store sales up 5.6%. we're waiting on paramount global after the bell tonight. the big ones will be amazon and apple. tomorrow we've got coca-cola, 3m, mcdonald's and amazon, apple is out on thursday. your thoughts on earnings season so far. what do you expect from apple which could be a major market mover. >> tech has been the savior this earnings season. there
microsoft is churning along. on the other side of the coin, the cycle with zuckerberg, hate, love, hate, they hate him again because we're in a cycle of big time spending. in general, i think the fed has to do some cutting. i think if we don't do a cut we already saw four or five regional bank failures, the number could be 30, 35, something had has to happen to alleviate the commercial real estate crisis in my opinion. maria: that's a good point. we're seeing more evidence of the crisis with...
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Apr 11, 2024
04/24
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stocks right now because you have mega sellers like microsoft and facebook that one a profit before they seek billions and billions of more money in it together corporations are looking at t that. i think it's a classic rotation back to value for a few months and that's where you want to be. when you gdp almost 6% were not dealing with a low growth low rate money environment. maria: how do you get to 6%. >> if you look at gdp if this keeps inflating this way we're going to start seeing those numbers. here's the thing do i think really get there, probably not. when you see inflation will see cracks in unemployment. here's the problem this is the first cycle where unemployment hasn't been as persistent issue in housing have a better persistent issue. what's making pros like myself it's a little bit different this time because we can't seem to get on employment taking up and because of that the classic cycles in the classic playbook are not working quite well this year. >> jump in here i don't understand this reaction with the 400-point selloff we all knew inflation was elevated and oil pri
stocks right now because you have mega sellers like microsoft and facebook that one a profit before they seek billions and billions of more money in it together corporations are looking at t that. i think it's a classic rotation back to value for a few months and that's where you want to be. when you gdp almost 6% were not dealing with a low growth low rate money environment. maria: how do you get to 6%. >> if you look at gdp if this keeps inflating this way we're going to start seeing...
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Feb 12, 2024
02/24
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that's why we saw t meta, amazo, microsoft, talk about a.i. in their earnings calls. you have to look in areas you wouldn't think about, what areas of efficiency will benefit from the implementation of artificial intelligence, stocks like accensure, a consulting firm so we own that. infew it, you need the -- intuit, you have to make sure you add dollars to the bottom line. i would look broad r than the metas, the amazons of the world. you would rather use the money for new advancements, not paying out dividends. that irritated me. maria: that's a good point. the dividends are really one of the reasons that people buy certain stocks because they're getting paid regularly but luke, i want to get your take on this deal that could be happening, two permian basin rivals, reaching a deal to create a $50 billion oil and gas company. this is diamond back energy and endeavor energy resources, you agreeing to $26 billion deal, creating a permian basin drilling giant. this is important because this is the area of america that has the most capacity to generate oil and natural gas
that's why we saw t meta, amazo, microsoft, talk about a.i. in their earnings calls. you have to look in areas you wouldn't think about, what areas of efficiency will benefit from the implementation of artificial intelligence, stocks like accensure, a consulting firm so we own that. infew it, you need the -- intuit, you have to make sure you add dollars to the bottom line. i would look broad r than the metas, the amazons of the world. you would rather use the money for new advancements, not...
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Apr 22, 2024
04/24
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this week we've got earnings from big tech, tesla, microsoft, tesla cut prices on three models in the u.s. $2,000 cut from respective price tags, cut, price tags, chris. your thoughts on the tech titans reporting this week. >> it's interesting. i don't think verizon matters very much. you look at the mega caps will tell us what a's happening. we think investors are looking for reasons to take gains off the table. the first quarter was -- it was good news because t the market s broadening out. q1 this year, it was 11th best quarter since 1960 which is wonderful. that's great news. if you look at how they performed, it was not tech the. tech did great in the fourth quarter last year. it was actually 12 out of 12 in the first quarter this year which i think bodes well. i think the whole story, the whole secret sauce is in netflix. double beat, and still we saw 10% kickback. people are expecting a little bit of giveback and again if you look back at the first quarter, the last time this happened, the average rate of return over the next three quarters was 8%. that would mean a 20% year in
this week we've got earnings from big tech, tesla, microsoft, tesla cut prices on three models in the u.s. $2,000 cut from respective price tags, cut, price tags, chris. your thoughts on the tech titans reporting this week. >> it's interesting. i don't think verizon matters very much. you look at the mega caps will tell us what a's happening. we think investors are looking for reasons to take gains off the table. the first quarter was -- it was good news because t the market s broadening...
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May 22, 2024
05/24
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microsoft stock is up a quarter of a percent in the middle of the a.i. story this week as well but super micro and cadence as well. so those are the two themes that's driving markets. a.i. and rates. what else? look at rates. mario, what do you think about the 10 year yield ahead of the federal reserve minutes. we'll get the minutes out today from the last meeting and ahead of the minutes the 10 year is up almost 4 basis points. christopher waller said this, quote, several months of good inflation data we need before lowering rates. if the data were to continue softening throughout the next three to five months, you can even think about doing a cut at the end of this year. that's after the election. but the fed's annual economic well-being of u.s. households survey for 2023 found more than one-third of respondents cited inflation as the biggest financial target, a number of households reporting they're paying nearly as much on child care as they did on housing, mario. >> it's astonishing. if we look what waller said, he said what everyone was thinking. w
microsoft stock is up a quarter of a percent in the middle of the a.i. story this week as well but super micro and cadence as well. so those are the two themes that's driving markets. a.i. and rates. what else? look at rates. mario, what do you think about the 10 year yield ahead of the federal reserve minutes. we'll get the minutes out today from the last meeting and ahead of the minutes the 10 year is up almost 4 basis points. christopher waller said this, quote, several months of good...
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and the stocks that have been leading this market, look at microsoft last ukraine look what meta did look at amazon leaders he keep leading kind of same theme the beginning last year, and now it is starting to broaden out a little bit but a question winners versus losers to sector leaders continue to perform, lily, the terminal sector outperform formed, today also guided higher it is positive for the leadership in the sectors that is keeping is a float right now because the breadth is deteriorating a little bit. maria: charlie brady fox business says 48% s&p 500 companies, have reported fourth-quarter results, 81% have beaten earnings expectations good in face of layoffs snap announced ladies 10% global workforce ahead of fourth-quarter earnings after the bell bad news out first cutting 10% big tech cuts continue 32,000 job cuts in big tech is this a sign of weakness in the sector? >> it is a sign of the sector actually you know, getting themselves organized. the 120,000 job cuts from the top five tech stocks magnificient 7, just since height of the pandemic we saw meta meta lagged m
and the stocks that have been leading this market, look at microsoft last ukraine look what meta did look at amazon leaders he keep leading kind of same theme the beginning last year, and now it is starting to broaden out a little bit but a question winners versus losers to sector leaders continue to perform, lily, the terminal sector outperform formed, today also guided higher it is positive for the leadership in the sectors that is keeping is a float right now because the breadth is...
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shares of microsoft up in the premarket. one of the world's largest supermarkets chains is sending a message, france based chain will stop selling items like pepsi and d doritos to protest unacceptable price increases, they will add notes to store shelves to explain the change to its customers. here's pepsico in the premarket. what's wild about this is this is really, really, really rare for any company, for a supermarket chain to say we will not sell a brand that is as popular as pepsico and frito-lay. pepsico owns both of those brands. >> i completely could be over my skis, isn't it a loss leader for the chains to give you a good price on these things and get you to buy other products that they have a better margin on. cheryl: that's a john catsimatidis question. >> good news for us. one, we don't have a foreign supermarket in the united states, we have to worry about. two, we get free do doritos in e green room so we're set. cheryl: it's true. there's lay's potato chips and pretzels. can you believe this? i think this is
shares of microsoft up in the premarket. one of the world's largest supermarkets chains is sending a message, france based chain will stop selling items like pepsi and d doritos to protest unacceptable price increases, they will add notes to store shelves to explain the change to its customers. here's pepsico in the premarket. what's wild about this is this is really, really, really rare for any company, for a supermarket chain to say we will not sell a brand that is as popular as pepsico and...
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Apr 26, 2024
04/24
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microsoft reported cloud growth revenue up 21% on the push for more a.i. so it's all about earnings this morning once again but of course also the fed. brenda, your thoughts on earnings? >> well, you know, earnings have been pretty good. this has been a huge week for earnings. by the end of today we will have had 60% of the s&p report. we have 75% of them beating on the top line,e around 68% on the bottom line. the guidance is mixed. it is going to be very center dependent. maria: that's what we've been seeing. john, how do you see it? >> i think earnings will do well for high tech companies. we increasingly move towards e-commerce and we're beginning to see the start of explosive extended growth for artificial intelligence. how can you go wrong betting on these companies long term? on the energy side, well, if oil prices stay where they currently are, over $80 per barrel, we're going to have double digit percentage increases for oil related revenues in the second quarter. of course, the worry is going forward eventually this economy has to slow if we are
microsoft reported cloud growth revenue up 21% on the push for more a.i. so it's all about earnings this morning once again but of course also the fed. brenda, your thoughts on earnings? >> well, you know, earnings have been pretty good. this has been a huge week for earnings. by the end of today we will have had 60% of the s&p report. we have 75% of them beating on the top line,e around 68% on the bottom line. the guidance is mixed. it is going to be very center dependent. maria:...
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Apr 23, 2024
04/24
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we'll be watching for what microsoft says about a.i. tomorrow. that's going to be -- and of course meta as well. stuart, great to see you. come back soon. mark, you're with us all morning. we're grateful. thank you, gentlemen. great word on wall street. have a good tuesday. coming up, the senate is taking up the house foreign aid bills today, missouri congressman eric burleson is here to tell us why he voted no on ukraine aid and why we should put american safety and the border first. you're watching "mornings with maria" live on fox business. stay with us. ♪ you know that i could use somebody. ♪ someone like you. ♪ when you need to prepare for unpredictable adventures... (gasp) you need weathertech. [hot dog splat.] laser measured floorliners front and rear. [drink slurp and splat.] (scream) seat protector to save the seats. [honk!] they're all yours! we're here! hey, i knew you were comin'... so i weatherteched the car! can we get ice cream? we can now. kid proof your vehicle with american made products at weathertech.com. when i was your
we'll be watching for what microsoft says about a.i. tomorrow. that's going to be -- and of course meta as well. stuart, great to see you. come back soon. mark, you're with us all morning. we're grateful. thank you, gentlemen. great word on wall street. have a good tuesday. coming up, the senate is taking up the house foreign aid bills today, missouri congressman eric burleson is here to tell us why he voted no on ukraine aid and why we should put american safety and the border first. you're...
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Apr 24, 2024
04/24
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earnings begin tonight meta after the close tonight and then alphabet and microsoft reporting tomorrow after the close take a look at the stocks up across the board this morning boosted the nasdaq, er joel shulman great to see you do you see the euphoria around tech etf's what is your reaction to all of this. >> this week the last week was a tough week in tech and overall the markets, this is a big week, 25% of the russell 1000 road coming out in the next 24 hours and we had tesla this morning, after hours yesterday so it's way up in announcements i think it would be the big winner is looking strong premarket, the earnings dominate a lot of people might not realize they have 3.6 billion customers around the world, 77% of all the internet users use a made up application. so they are well-positioned long-term and all the magnificent seven i think it's a mag six and tesla for 41% so far this year and apple is also brought down the mag seven so those two stocks of tesla and apple brought down 2% of the russell 1000 growth of the others are fine and we see a lot of companies from elsewhere
earnings begin tonight meta after the close tonight and then alphabet and microsoft reporting tomorrow after the close take a look at the stocks up across the board this morning boosted the nasdaq, er joel shulman great to see you do you see the euphoria around tech etf's what is your reaction to all of this. >> this week the last week was a tough week in tech and overall the markets, this is a big week, 25% of the russell 1000 road coming out in the next 24 hours and we had tesla this...
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Mar 14, 2024
03/24
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its own infrastructure, a big report in the journal about that on document 79 to get rid of dell and microsoft and a oracle and the rest of them. so we have to get this done. i do think there will be a buyer. kevin o'leary who you've had on your show has offered to buy this thing. i'm sure there will be plenty of creative ideas. getting bytedance out of the equation and hitting them with entities list, foreign direct product rule and everything you can and want to do -- maria: i'm so over these lists, jonathan. there's so many lists of chinese companies that have been sanctioned. they're still trading on u.s. exchanges, that means that u.s. investors are funding the expansion of their number one adversary, the chinese communist party. we need to see more than just slapping lists on these companies. congresswoman nancy mace voted no on the tiktok bill, she said the proposal is part of an alarming trend toward government overreach. instead she is warning about the chinese nationals rapidly entering the company, writing this on x. while potus endorses a tiktok ban, the border policies are rolling
its own infrastructure, a big report in the journal about that on document 79 to get rid of dell and microsoft and a oracle and the rest of them. so we have to get this done. i do think there will be a buyer. kevin o'leary who you've had on your show has offered to buy this thing. i'm sure there will be plenty of creative ideas. getting bytedance out of the equation and hitting them with entities list, foreign direct product rule and everything you can and want to do -- maria: i'm so over these...
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Apr 24, 2024
04/24
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reporting before the open earnings from big tech began tonight with meta out "after the bell" alphabet, microsoft reporting tomorrow, tesla on the move, after profits wound and ev news, all that coming out, europeans are higher, take a look at the year's only gains across the board. in asia overnight also move it across the board secretary of state anthony blinken arriving in shanghai for three day trip, the asian embassies higher, house speaker mike johnson in new york today to meet with jewish students at columbia university campus, protest still underway even faculty of columbia have joined into the protest. president trump blaming the nationwide protest on president biden who by the way gets to ride the campaign trail all week as true battles a gag order in a manhattan courtroom, joining to the conversation politics cofounder hannah cox back with us, the boosting global opinion writer and editorial board writer and bullseye american ingenuity fund manager adam johnson, "mornings with maria" is live right now ♪ ♪. maria: it's time for the hot topic of hour protest of columbia university ha
reporting before the open earnings from big tech began tonight with meta out "after the bell" alphabet, microsoft reporting tomorrow, tesla on the move, after profits wound and ev news, all that coming out, europeans are higher, take a look at the year's only gains across the board. in asia overnight also move it across the board secretary of state anthony blinken arriving in shanghai for three day trip, the asian embassies higher, house speaker mike johnson in new york today to meet...
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Feb 13, 2024
02/24
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. >> i agree in tech i made that earlier in the show microsoft 3.1 trillion dollars worth double the entire energy sector in the u.s., if you get free cash flow, 135 billion, versus only 67 billion microsoft, you know, disproportionate gains need too righted at some point healthcare going to have phenomenal this year healthcare as well, diversifying money away from big tech i don't think investors will do i think blindly doing the money going to s&p 500 disproportionately weighted to big tech tech now, time velocity in portfolio. >> weigh in on congressional spending we saw senate pass 95-billion-dollar aide package to ukraine, taiwan gaza. is that going to pass in the house? >> no. and i doubt speaker will even bring it up i hope he doesn't because we don't need to pass that we made it clear in the house that we are not going to pass more foreign aid to other countries to secure their border until we secure our border. when i am at home people ask all the time why are you sending money to other countries to secure their border our border is not secure we made that perfectly clear in
. >> i agree in tech i made that earlier in the show microsoft 3.1 trillion dollars worth double the entire energy sector in the u.s., if you get free cash flow, 135 billion, versus only 67 billion microsoft, you know, disproportionate gains need too righted at some point healthcare going to have phenomenal this year healthcare as well, diversifying money away from big tech i don't think investors will do i think blindly doing the money going to s&p 500 disproportionately weighted to...
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>> when you go back to tuesday, google, microsoft and amd, they all actually had pretty good quarters but they were not outstanding. and they were priced to have outstanding quarters because the bar is so high, expectations are so high and so far a.i. results have not been consistent with all the hype that was built into these stocks last year so i expect a lot of the same today out of what do we have, meta, amazon and apple. maria: next week is nvidia. >> you'll have the whole magnificent seven. with apple, this could be the fifth straight quarter of revenue declients. this is kind of showing when it comes to iphone demand that's softening a bit. amazon, i'm actually expecting them to do probably best of the three today. they seem to be picking up advertising dollars from the googles of the world, the metas of the world, because why go and search for something on google if you're then going to go and buy it on amazon, you go straight to amazon so they're selling ads that way. their retail business is probably slowing when you look at what ups said about softening demand earlier in we
>> when you go back to tuesday, google, microsoft and amd, they all actually had pretty good quarters but they were not outstanding. and they were priced to have outstanding quarters because the bar is so high, expectations are so high and so far a.i. results have not been consistent with all the hype that was built into these stocks last year so i expect a lot of the same today out of what do we have, meta, amazon and apple. maria: next week is nvidia. >> you'll have the whole...
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May 15, 2024
05/24
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microsoft came under fire in washington for the cyber security practices. well, the nypd has identified the man accused of attacking actor steve bucemi in new york city, police say he was walking down the street when clifton williams began punching him in broad daylight. he was taken to the hospital. witnesses tell the news he tried to run after the suspect but he couldn't catch him. the publ publicist giving us anp update, saying he is okay and appreciates everyone's well wishes. it's incredibly sad this happened for him while walking the streets of new york. the streets aren't safe, maria. we talked about this in the last hour. this morning, six of the migrants who viciously beat a pair of new york city police officers in times square were given plea deals for the charges, one of them released, two others offered sentences, just six months. this is new york city. and by the way, he's the third high profile actor to the be attacked on the streets of new york city. so we've seen this, another broadway actor that was attacked a couple months ago, that was al
microsoft came under fire in washington for the cyber security practices. well, the nypd has identified the man accused of attacking actor steve bucemi in new york city, police say he was walking down the street when clifton williams began punching him in broad daylight. he was taken to the hospital. witnesses tell the news he tried to run after the suspect but he couldn't catch him. the publ publicist giving us anp update, saying he is okay and appreciates everyone's well wishes. it's...
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Jan 29, 2024
01/24
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it's nvidia, amd and microsoft. when you combine those three companies together, they account for over 50% of the market's year-to-date returns so look, this a.i. hype, this a.i. train, it's not slowing down. but i think investors over the course of the next few quarters are going to have to start to see results because expectations are super high. maria: we have see if they live up to the expectations or cause a market selloff. >> without a doubt. i think from the a.i. standpoint, the nvidias and amds of the world, i think they have a few upward surprising quarters in front of them. but we'll see beyond that how things go. maria: quincy, it's also about interest rates and the federal reserve, take a look at where we stand on the 10 year this morning, the federal reserve kicks off the first monetary policy of the year tomorrow morning, going into the meeting the 10 year is at 4. 4.106%, do3 and-a-half basis points. we'll get the december jolts report out tomorrow morning followed by the january adp be, nation m nail
it's nvidia, amd and microsoft. when you combine those three companies together, they account for over 50% of the market's year-to-date returns so look, this a.i. hype, this a.i. train, it's not slowing down. but i think investors over the course of the next few quarters are going to have to start to see results because expectations are super high. maria: we have see if they live up to the expectations or cause a market selloff. >> without a doubt. i think from the a.i. standpoint, the...
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Jan 31, 2024
01/24
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, alphabet is down five and three quarters percent, microsoft unwanted three quarters% after reporting the greek quarterly results last night ahead of amazon, apple embedded tomorrow, we're waiting boeing mastercard or needs before the opening bell we will get you the numbers, there is a stock mix as well, job cuts are coming ups, paypal, block all announcing cutbacks issue, the very latest on jobs with the january adp number added 8:15 a.m. eastern in the january jobs report on friday we are on it with the preview, european markets mix take a look at the eurozone fractional moves in london and paris but the dax index in germany down 30 points. in asia overnight markets mostly lows or in the asian embassies with the biggest mover as you can see hong kong down one another present, shanghai same thing, in washington the house improving impeachment markup against dh secretary alejandro mayorkas with the bow coming next week, presented by then lashing out at congress doing all he can to secure the border. the president says his administration will retaliate for the killing of three u.s. so
, alphabet is down five and three quarters percent, microsoft unwanted three quarters% after reporting the greek quarterly results last night ahead of amazon, apple embedded tomorrow, we're waiting boeing mastercard or needs before the opening bell we will get you the numbers, there is a stock mix as well, job cuts are coming ups, paypal, block all announcing cutbacks issue, the very latest on jobs with the january adp number added 8:15 a.m. eastern in the january jobs report on friday we are...
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Apr 10, 2024
04/24
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amazon and microsoft have also expanded in florida recently. we're speaking of apple in florida right now reportedly going there maria. but apple india for $18 billion in revenue in india last year, meaning about 1 in 7 apple devices are coming from india as they diversify their supply chain away from china. i like to hear this story, lauren, because it tells you that at least some companies are making a real effort to find alternatives to the supply chain in china. it's going to be slow, but it's happening and the momentum is there, and it seems like india is the obvious choice. yeah, yeah. lauren. thank you. sure. all right. meanwhile, president biden is hosting japan's prime minister for an official state visit today. the two leaders expected to meet in the oval office later this morning before the state dinner tonight. it all comes ahead of the first ever summit between the us, japan and the philippines that's happening tomorrow, where china is increasing aggression is going to be the focus. fbi director christopher wray warning once again
amazon and microsoft have also expanded in florida recently. we're speaking of apple in florida right now reportedly going there maria. but apple india for $18 billion in revenue in india last year, meaning about 1 in 7 apple devices are coming from india as they diversify their supply chain away from china. i like to hear this story, lauren, because it tells you that at least some companies are making a real effort to find alternatives to the supply chain in china. it's going to be slow, but...
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Jan 18, 2024
01/24
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whether you go to microsoft, openai, google, they are all fixated on this because they don't want to be part of something that goes wrong. so there are a lot of people thinking about it including, governments the upside of ai is recommend spectacular. so it is a bit of a trade-off, and, you know, there are you adults in the room. maria: um-hmm yeah. >> on this issue. maria: steve thank you for setting up what you did at mit regarding ethics so importanto so early on great to talk with you this morning. great maria. >> thank you so much. steve schwartzman joining us. we'll be right back. . in a rocky mountain setting? spanning over 280,000 acres, three forks ranch is the destination for luxury and adventure. enjoy private skiing with 23 runs for every level. kick back for intimate performances from the best in country music. enhance your wellness and longevity through our mayo clinic programs, or plan your meeting for a memorable corporate retreat. discover the west kept secret. go to threeforksranch.com to book your luxury experience. there are some things that work better together.
whether you go to microsoft, openai, google, they are all fixated on this because they don't want to be part of something that goes wrong. so there are a lot of people thinking about it including, governments the upside of ai is recommend spectacular. so it is a bit of a trade-off, and, you know, there are you adults in the room. maria: um-hmm yeah. >> on this issue. maria: steve thank you for setting up what you did at mit regarding ethics so importanto so early on great to talk with you...
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Jan 26, 2024
01/24
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full year guidance helped despite miss 2 1/4 upside on that looking to big tech next week alphabet, microsoft, meta, those are closed all-time highs yesterday u.s. bank asset management group chief investment officer eric freedman your reaction to earnings season so far. has there been surprise upsets in a you've seen. >> great to be with you, i tell you really mostly in slightly better than expected i wouldn't say a lot of surprises per se. one of the biggest things we are still looking out for us how much pricing power does technology sector retain we think certainly will retain the bid to for investors, also certain to see after differentiation across consumers monolithic approach all consumers are really benefiting from the last couple quarters a lot of spending. ultimately we think there will be deferrings higher end consumers have ability to keep spending we think lower end a little more challenged some key things paying attention to right now. >> carol jump in here the recovering investment bank on set with me, market everything focus. carol: i want to ask you talk about monolithic app
full year guidance helped despite miss 2 1/4 upside on that looking to big tech next week alphabet, microsoft, meta, those are closed all-time highs yesterday u.s. bank asset management group chief investment officer eric freedman your reaction to earnings season so far. has there been surprise upsets in a you've seen. >> great to be with you, i tell you really mostly in slightly better than expected i wouldn't say a lot of surprises per se. one of the biggest things we are still looking...
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Mar 21, 2024
03/24
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not think our government wants to ban tiktok ideal sayings bytedance has to sell shares to oracle or microsoft where there is some data security data integrity, i -- crazy as that caller was, there are businesses out there who spent 6, 7 figures building followings for the ability to advertise to followers there are influencer making six, seven figures a year look i think in ideal world obviously, this thing gets sold to an american company, that would make i think most people very comfortable with tiktok at that point in time. maria: what happened? that was the plan in the trump administration. >> yeah. maria: ellison from oracle wanted to buy tiktok it fell apart. >> why did we will take foot off the gas we should have kept moving with that oracle a great company why not say how would you do this make sure you are part of the discussion we don't the do that we will take one a ban it then we make that controversy stops bill chuck schumer says we don't have consensus. >> not bringing it to floor not this week we will see about next week what country has happiest people making a big buzz this m
not think our government wants to ban tiktok ideal sayings bytedance has to sell shares to oracle or microsoft where there is some data security data integrity, i -- crazy as that caller was, there are businesses out there who spent 6, 7 figures building followings for the ability to advertise to followers there are influencer making six, seven figures a year look i think in ideal world obviously, this thing gets sold to an american company, that would make i think most people very comfortable...
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Jan 31, 2024
01/24
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it's the day after microsoft and google reported, it is the day before apple, amazon and m
it's the day after microsoft and google reported, it is the day before apple, amazon and m
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May 17, 2024
05/24
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microsoft that is obvious but over the coming 10 years going to have to figure out who are dwrurs where, cases productivity growth you never know where it is going to be. >> i like your optimism great to talk to you about as you for being here texas law enforcement, over control of the island texasering rangers secured from it cartels, we have the story you are watching "mornings with maria" live on fox business. stay with us. while i am a paid actor, and this is not a real company, there is no way to fake how upwork can help your business. upwork is half the cost of our old recruiter and they have top-tier talent and everything from pr to project management because this is how we work now. maria: welcome back, texas rangers taking back the island from mexican cartel control under operation lone star this happened last year, this piece of land, sits between texas and mexico in the rio grande river the administration is now threatening to push out texas state officials remove border security officials arguing the island is federal property joining me texas land commissioner dr. buckingha
microsoft that is obvious but over the coming 10 years going to have to figure out who are dwrurs where, cases productivity growth you never know where it is going to be. >> i like your optimism great to talk to you about as you for being here texas law enforcement, over control of the island texasering rangers secured from it cartels, we have the story you are watching "mornings with maria" live on fox business. stay with us. while i am a paid actor, and this is not a real...
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May 24, 2024
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billion, rose 427%, 22.6 billion dollars, stock is extending gains spending on ai overseas writing microsoft has plans more than 16 billion dollars in investments next several years between germany japan malaysia spain indonesia amazon has investments 50 million dollars japan singapore mexico, 1.3 billion in france i bring in jimmy lee you're reaction i think the point er is that, maybe nvidia isn't going to be the only game in town, when it comes to ai. >> good morning, cheryl, ai is definitely the story right now, and from experts that i talked to they say we're in very early innings of investments into ai i know people argue with with about valuations certainly companies including the one you mentioned leading the way, some could do that as expensive look at internet companies two decades later where they are at in price valuations that you will who knows have a what is going to happen i think ai is going to continue to drive investments like certainly for big techs, mega companies also the other, companies that are around a.i. i think will benefit from that as well. yesterday, i think bi
billion, rose 427%, 22.6 billion dollars, stock is extending gains spending on ai overseas writing microsoft has plans more than 16 billion dollars in investments next several years between germany japan malaysia spain indonesia amazon has investments 50 million dollars japan singapore mexico, 1.3 billion in france i bring in jimmy lee you're reaction i think the point er is that, maybe nvidia isn't going to be the only game in town, when it comes to ai. >> good morning, cheryl, ai is...
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Jan 30, 2024
01/24
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that is down better than 2% right now, we are waiting on big tech giants, after the bell alphabet, microsoft will report quarterly numbers tonight later, in the week, meta amazon, apple will be on thursday. this certainly will be a major impact for, market joining me right now ceo of er shares joel shulman great to see you. thanks so much for being here how would you assess the earnings period so far? >> all about ai, nvidia, and this morning last night after hours company called super microcomputer we actually own this up 13% premarket, a supporter to ai to nvidia, this market all about ai we talked ibm earlier, this month pop, so this one stock up 500, 600% signature ail aip prim any company playing off ai is benefiting in this market. maria: a dÉjÀ vu from the 1990s, in dot com, all of a sudden everybody wanted, dot com now involved in ai, is that going to be enough, spark for growth? to offset what we're seeing as a -- as a slowing growth story for the macrostory? >> well, i mean the market is resilient, we're seeing despite, pick up in interest rates, 40 baichz long bond from under 4%
that is down better than 2% right now, we are waiting on big tech giants, after the bell alphabet, microsoft will report quarterly numbers tonight later, in the week, meta amazon, apple will be on thursday. this certainly will be a major impact for, market joining me right now ceo of er shares joel shulman great to see you. thanks so much for being here how would you assess the earnings period so far? >> all about ai, nvidia, and this morning last night after hours company called super...
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will be carefully on nvidia not one i directly cover when you think about nvidia what you learned from microsoft google amazon meta every single one hyper scaleers is materially increasing capexing capital expenditures because of ai expressing the words used in earning season terrible note 30b8 to 40% growth so off derivative nvidia i don't know i don't cover it struck how strong demand amongst companies with huge cash, hyper scaleers spending more on capex you are going to see more floiments eventsy about a.i. last year like most hyped tech cycles we overtype reality kicks in bigger and bigger more o deployments using ai to make products better for marketers or consumers not to see chip companies like nvidia great derivatives off that a multiier trend. maria: i could see that actually i want to get to amazon your favorite name right mark what drives am zorn cloud real transports? mark: i think more than anything else cloud business we have with acceleration in crowd last quarter first time in a year and a half moderated acceleration 13 percent growth year-over-year, aws, cloud business two year
will be carefully on nvidia not one i directly cover when you think about nvidia what you learned from microsoft google amazon meta every single one hyper scaleers is materially increasing capexing capital expenditures because of ai expressing the words used in earning season terrible note 30b8 to 40% growth so off derivative nvidia i don't know i don't cover it struck how strong demand amongst companies with huge cash, hyper scaleers spending more on capex you are going to see more floiments...
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well event may 7 maybe rerevealing more we will hear from elizabeth warren before days over in 2004 microsoft was 30 billion we've come a long way i will say lastly two 90-billion-dollar announcements from apple did not buy that much they bought 77 and 84 billion to some degree fox like at this financial engineering stock. >> they will raise money in bond market pay off money in a way don't have to pay treasury, it is just for are shareholders in a sense a better you long-term for shareholders would be i want more of that think about, the money i think the four other for you top a.i. players in this quarter announced 40 billion dollars worth of commitment to a.i. that is where it is going to be tim cook confident he can do that maybe too much may onic focus on day-to-day share price. >> at this point, they are seeing serious issues in china charles i think when the chinese communist party came out said no more iphones used in chinese government that was a pivot that was a turning points not just for apple but market i think going to have an increasingly you know, uphill battle in china you've
well event may 7 maybe rerevealing more we will hear from elizabeth warren before days over in 2004 microsoft was 30 billion we've come a long way i will say lastly two 90-billion-dollar announcements from apple did not buy that much they bought 77 and 84 billion to some degree fox like at this financial engineering stock. >> they will raise money in bond market pay off money in a way don't have to pay treasury, it is just for are shareholders in a sense a better you long-term for...
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May 22, 2024
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investing trend as is not only the driver for the company like microsoft and google and amazon that provide the platform but every company is adopting and incorporating a.i. across all aspects whether supply chain optimization, customer service, customer interaction and it will only continue to improve and businesses to run more efficiently. maria: going into this quarter we knew we were beginning to see a broadening of corporate america spending money on this business because in the beginning it was largely tech, you own the stock and there's some reaction this morning about the recent selling in the shares going into the quarter. if the ceo felt like they were going to underperform, he would've wanted to warn this market in a preannouncement. in the fact that we do have a preannouncement and a beat that is that they. >> if you think of the ceo of nvidia the past two quarters he raised estimates and we can't keep up by demand which is opposite doubling down, admittedly somebody who is a little nervous because everything has got to be perfect and raise guidance again in the raise guidance a
investing trend as is not only the driver for the company like microsoft and google and amazon that provide the platform but every company is adopting and incorporating a.i. across all aspects whether supply chain optimization, customer service, customer interaction and it will only continue to improve and businesses to run more efficiently. maria: going into this quarter we knew we were beginning to see a broadening of corporate america spending money on this business because in the beginning...
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Mar 12, 2024
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. >> tech giants take notice google microsoft apple opening offices in atlanta not just tech, georgia has taken i am a at one of california's most lucrative industries tv and film, hollywood has lost hundreds of millions in revenue to other locations film industry spent over four billion dollars in georgia last year alone. the best innovation in tech entertainment start-ups no longer just in california. >> really the state of georgia very probusiness we want to see companies grow want to build here. >> so a nonprofit really helped builtup entrepreneur helped reach 15 billion dollars, very successful end for start-up a successful beginning fort sill con valley of the south. >> thanks very much we'll be right back. maria: welcome back. well, the consumer price index came in hotter than expected as we were expecting. that's the second row, second month in a row, rather, this year that we had a hotter than expected cpi. month over month the consumer price index was up .4%, year-over-year up 3.2%. we've got a market that is rallying nonetheless ahead of the federal reserve meeting next wee
. >> tech giants take notice google microsoft apple opening offices in atlanta not just tech, georgia has taken i am a at one of california's most lucrative industries tv and film, hollywood has lost hundreds of millions in revenue to other locations film industry spent over four billion dollars in georgia last year alone. the best innovation in tech entertainment start-ups no longer just in california. >> really the state of georgia very probusiness we want to see companies grow...
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Mar 15, 2024
03/24
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was vital trying to divest late in trump administration oracle got involved made a better bid than microsoft to try to have that tiktok global operation in texas set up interesting to watch, people flip-flopping on issue fact president made a tiktok after trying to ban it lead by capital trump, was against it now kind of quiet, so i want to see what happens, but, this is something to watch out for, it is going to be interesting not going to just solve itself over the. maria: thanks for weighing in quick break president biden avoiding all questions once again, some democrats still tout his job performance last four years our power panel will react, stay with us. ♪ we're talking about cashbackin. not a game! we're talking about cashbacking. we're talking about... we're not talking about practice? no... cashbacking. word. we're talking about cashbacking. cashbacking. cashbacking. cashback like a pro with chase freedom unlimited. how do you cashback? ♪(song in french)♪ (♪) (♪) (♪) (♪) book in the hotels.com app to find your perfect somewhere. moving forward with node-positive breas
was vital trying to divest late in trump administration oracle got involved made a better bid than microsoft to try to have that tiktok global operation in texas set up interesting to watch, people flip-flopping on issue fact president made a tiktok after trying to ban it lead by capital trump, was against it now kind of quiet, so i want to see what happens, but, this is something to watch out for, it is going to be interesting not going to just solve itself over the. maria: thanks for weighing...
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Apr 18, 2024
04/24
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. >> it would be in our best interest if tiktok were hosted by microsoft, worker, google. maria: it was going that way under trump with a workable. maria: the question about what's been said to the staffers and that's what we don't know how much monetary pressure there is trade in so many issues of the chinese could use. maria: on the google story what hubris to see if you could go to the ceos office and camp out what is wrong with you of course you're going to get fired, what are you doing. maria: look at columbia university i am shocked. the whole thing. >> i'll take that off my daughters college visitation. or making an effective case for state public education, spend less money get yourself a college degree and go to a party on the weekend and come in home in four years. maria: a lot cheaper. president biden calling for higher tariffs on chinese stealing aluminum while speaking to the united steelworkers headquarters in pittsburgh yesterday biden plans on asking the trade representative to increase from 7% to 25%, here's what he said. >> america is still working as lon
. >> it would be in our best interest if tiktok were hosted by microsoft, worker, google. maria: it was going that way under trump with a workable. maria: the question about what's been said to the staffers and that's what we don't know how much monetary pressure there is trade in so many issues of the chinese could use. maria: on the google story what hubris to see if you could go to the ceos office and camp out what is wrong with you of course you're going to get fired, what are you...