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Apr 26, 2024
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companies are demanding the microsoft cloud and the microsoft if openai a.i. features to use throughout their operations. i was looking at an estimate from william blair, they find that more than two-thirds of fortune 500 companies are using microsoft's azure. david: wow. lauren: they're using all of this -- david: that turns into a lot -- lot of revenue for microsoft. lauren: demand is better than supply, that is a good problem to have. microsoft and google, bell weathers for technology, these are the most important earnings. they're charming the a.i. revolution -- charging the a.i. revolution and spending into with it. if you look at what they spent together in the quarter, $26 billion. most of that on art official -- david: so, kenny, all of the promises apparently are coming through. a lot of folks were wondering, gee, is it really going to pay off, all this a.i. stuff? it appears it is. >> i think it absolutely is. and i also think we're very much in the inpansy stages of this. so -- infancy stages of this. i look at this part of the tech sector as just e
companies are demanding the microsoft cloud and the microsoft if openai a.i. features to use throughout their operations. i was looking at an estimate from william blair, they find that more than two-thirds of fortune 500 companies are using microsoft's azure. david: wow. lauren: they're using all of this -- david: that turns into a lot -- lot of revenue for microsoft. lauren: demand is better than supply, that is a good problem to have. microsoft and google, bell weathers for technology, these...
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Apr 25, 2024
04/24
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for microsoft, it's actually all about amazon. is microsoft's a.i. so good it can take market share from amazon's cloud which is the a a ws? microsoft cloud, azure, is expected to grow by 29%. david: adam, you've pot some thoughts. >> look at the screen right now. alphabet is down 4.3%, microsoft is down 4.3 -- david: exactly the same. >> remember we were talking about algorithms? that's them at work. that's not individual investors saying, oh, need to sell because meta was so terrible. no, that's the algos shorting stocks to push the market down. david: you got a couple of stocks for us beginning with salesforce. >> yeah. i love best in breed companies. salesforce number one in customer relationship management. the stock is down, oh, what, 15 because there was talk of their being a company. people didn't like that because salesforce has been on a quest to improve margins. if you remember over the past year and a half, there have been a number of activist investors who have come in and said you've got to improve profitability. they've done that. if t
for microsoft, it's actually all about amazon. is microsoft's a.i. so good it can take market share from amazon's cloud which is the a a ws? microsoft cloud, azure, is expected to grow by 29%. david: adam, you've pot some thoughts. >> look at the screen right now. alphabet is down 4.3%, microsoft is down 4.3 -- david: exactly the same. >> remember we were talking about algorithms? that's them at work. that's not individual investors saying, oh, need to sell because meta was so...
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Apr 22, 2024
04/24
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. >> the three companies that are coming out, we have data, we have alphabet and we are microsoft. when it comes to a.i., nvidia is the most important company because nvidia had this 180% return it is off 20% so far in just a short period of time showing the big tech companies are not spending as much on the component in on the graphic process, what we have to see there is a lot of hype and enthusiasm and we have to see if that's going to translate to the bottom line. stuart: i hate to see what happens if these companies disappoint, that would not be pretty, thank you for being with us on a monday morning, thank you coming up anti-israel protests have forced classes at columbia university to go virtual today one of the rabbis warns jewish students stay home and don't come back because of extreme anti-semitism, all of the latest. speaker johnson getting more aid to ukraine in israel through the house but through doing that will he lose his job republican congressman pat fallon next. ♪ (fisher investments) we are. we have a team of specialists not only in investing, but also also i
. >> the three companies that are coming out, we have data, we have alphabet and we are microsoft. when it comes to a.i., nvidia is the most important company because nvidia had this 180% return it is off 20% so far in just a short period of time showing the big tech companies are not spending as much on the component in on the graphic process, what we have to see there is a lot of hype and enthusiasm and we have to see if that's going to translate to the bottom line. stuart: i hate to...
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Apr 24, 2024
04/24
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>> only if it's microsoft. if microsoft disappoints, and that's highly unlikely, that could shake the market up. it's going to take a couple of them, probably microsoft and google, if they both miss, and and i don't think that's going to happen for either one of them. then i think the market will be a little bit nervous. earnings should be pretty good for both of them, and i think meta if should be good. we'd have to see something really disruptive for any of those big names to turn the market around. if that a does happen, we are going lore. tour stuart okay. shah ghailani if, thanks very much, indeed, sir. appreciate it. >>> it's u-copp's basketball team that's ringing the bell at at the new york stock exchange. the market is open. a solid gain -- sorry, you're looking at yesterday's close. the dow in the very early going is down about 20, 25 points. that a's not a big loss. you've got a lot of selling among the dow 30. i can only see 8 up, i can see 22 down, so that's a down market for the dow as we start ou
>> only if it's microsoft. if microsoft disappoints, and that's highly unlikely, that could shake the market up. it's going to take a couple of them, probably microsoft and google, if they both miss, and and i don't think that's going to happen for either one of them. then i think the market will be a little bit nervous. earnings should be pretty good for both of them, and i think meta if should be good. we'd have to see something really disruptive for any of those big names to turn the...
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Apr 26, 2024
04/24
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nvidia up 4%, microsoft up to into thirds. stuart: roku selling off after what? lauren: that they are pushing ad supported tears, what disney plus is about to do, taking from their business. they reported 14% jump in subscribers, a narrower loss overshadowed by that warning, stocked on 8. 5%. the first round of the nfl draft was last night at nike signed 20 rookies, more than have selected last night in detroit including jamie daniels. david: that ain't cheap but you spend money and make money. most taxpayers have to pay hundreds or thousands more each year of president biden left trump era tax cuts expire. house republicans are forming tax teams to figure out a way to save americans money. grady trimble has that story and biden is set to announce another $6 billion in aid to ukraine on top of the $60 billion the white house just approved. when will that be enough and how are we accounting for it all? for all? congressman byron donald's deals with that next. to me, harlem is home. but home is also your body. i asked myself, why doesn't pilates exist in harlem? so
nvidia up 4%, microsoft up to into thirds. stuart: roku selling off after what? lauren: that they are pushing ad supported tears, what disney plus is about to do, taking from their business. they reported 14% jump in subscribers, a narrower loss overshadowed by that warning, stocked on 8. 5%. the first round of the nfl draft was last night at nike signed 20 rookies, more than have selected last night in detroit including jamie daniels. david: that ain't cheap but you spend money and make money....
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Apr 23, 2024
04/24
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i've got microsoft, bottom of the screen. verizon, morgan, honeywell, or walt disney on the big board, dow winners. the s&p 500, kimberly, quest dying nottistics, globe -- diagnostics. the nasdaq, any big names there? no. datadog. fascinating company. illumina. advance ad micro devices and meta. on that list, it's up 1.6%. the 10-year treasury, the yield up, 4.65. the price of gold, down $20, $2326. bitcoin, $66,000 a coin. the price of oil, is it going to break with below $80? not yet, it's at 81.45 as we speak. >>> coming up, gen-zers are ditching college for trade schools. why? [laughter] well, maybe they don't like going for an expensive 4-year college degree. but i'm going to ask the chief executive at a trade school what's going on in his business. he's coming up later in the show. the supreme court appeared divided over a ban on homeless encampments. if the court struck down the right to camp in public parks, would seattle actually move people? our seattle guy, jason rantz, gets into that. aoc calling anti-israel prote
i've got microsoft, bottom of the screen. verizon, morgan, honeywell, or walt disney on the big board, dow winners. the s&p 500, kimberly, quest dying nottistics, globe -- diagnostics. the nasdaq, any big names there? no. datadog. fascinating company. illumina. advance ad micro devices and meta. on that list, it's up 1.6%. the 10-year treasury, the yield up, 4.65. the price of gold, down $20, $2326. bitcoin, $66,000 a coin. the price of oil, is it going to break with below $80? not yet,...
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Apr 24, 2024
04/24
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we do have apple, microsoft and meta on the upside, alphabet and amazon on the downside. the 10 year treasury yield had been going up, still going up, 4. 65% as we speak. now this. now this. the case for banning tiktok is strong, the chinese communist party, a portal into 170 million american users. congress has taken action. cell tiktok within a year or it will be banned. don't hold your breath. china's government does not want to sell it. they've that classified all important algorithm as sensitive technology which means official approval for any sale outside china. they can and will say don't sell. there is the inevitable lawsuit, tiktok will say a for sale is a violation of its users first amendment rights. the government cannot ban a form of communication, politics will come into this. tiktok is popular, with younger people. young voters are not likely to be impressed with national security arguments, they know what they like and where to keep it. fairness comes into it too. countless businesses based on tiktok because it works best for them. they've got a killer alg
we do have apple, microsoft and meta on the upside, alphabet and amazon on the downside. the 10 year treasury yield had been going up, still going up, 4. 65% as we speak. now this. now this. the case for banning tiktok is strong, the chinese communist party, a portal into 170 million american users. congress has taken action. cell tiktok within a year or it will be banned. don't hold your breath. china's government does not want to sell it. they've that classified all important algorithm as...
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Apr 24, 2024
04/24
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stuart: is there one of these big tech companies like the ones on screen, meta, apple, microsoft, alphabet, amazon, is there one that you would not buy, that you would actively sell if you got it? >> a hard thing to say those who have momentum when i sell it, i think there's a lot of head wind with apple but they are not out. everyone is using their stuff. i use it internally for every one of our team members. amazon is doing great but if the economy starts slowing down we can see dips their too but they all look pretty good right now and are all in a similar boat. stuart: a lot of people say exactly the same thing. it's come down regionally, we got big tech, made a lot of money out of of it. about people telling me exactly that. thanks for joining us, see you again soon. remember when governor ron to santos. dozens of migrants to martha's vineyard, they are now getting work visas, we have that story for you. bike dance has one year to sell tiktok or face a ban in the us. the tiktok crackdown bill now heads to the president's desk. mark meredith has the report from the white house next. â™