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Apr 26, 2024
04/24
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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 26, 2024
04/24
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david: what's happening with microsoft is extraordinary today. look at that and it's up -- these are the specific stocks that are taking advantage. lauren: 5% gains for super micro-and googles market cap $2.1 trillion after alpha get reported stellar earning ands nvidia is $2.1 trillion and this ai spend asking moving the two tech giants neck and neck to who can become a $3 trillion company behind microsoft. david: it is a revolution to the 1980s and seeing this technological revolution taking place and people are making money opportunistic it right now. thank you, lauren. the supreme court justices are meeting again to discuss the next steps in donald trump's immunity case. david spunt joining me now. what's the latest there? >> hi, david. they're meeting mind closed doors today for the weekly conference to formally discuss this big case yesterday. case that puts them square in the middle of the 2024 presidential election. former president trump of course as we know charged with attempting 20 overturn the results of that 2020 presidential electi
david: what's happening with microsoft is extraordinary today. look at that and it's up -- these are the specific stocks that are taking advantage. lauren: 5% gains for super micro-and googles market cap $2.1 trillion after alpha get reported stellar earning ands nvidia is $2.1 trillion and this ai spend asking moving the two tech giants neck and neck to who can become a $3 trillion company behind microsoft. david: it is a revolution to the 1980s and seeing this technological revolution taking...
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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 22, 2024
04/24
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we have microsoft -- microsoft for heaven's sake below $400 a share, 396 and meta at 474. both down. 10-year dreary yield moving up and moving 4.62%. there you have it. now this, there's two events of national significance taking place in new york city today. neither makes new york look good. opening payments of donald trump's hush money trial. this is a political trial. it's deliberately tied to keep trump away from the campaign and gagged him and threaten to hut impeachment in prison for speaking out and they want a conviction before the election. it is hard to believe that judicial persecution like this is taking place in a american courtroom, but it is and it's in a new york courtroom to boot. across town, columbia university and all classes virtual today. that's right. college cannot guarantee the safety of 4,700 jewish students and anti-israel demonstrators are taking over the campus and it's come to this: jewish students chased by mobs chanting anti-semitic slogans. surely that shades of jerkinsny in the 1930s. you have to ask -- germany in 1930s. why is new york's
we have microsoft -- microsoft for heaven's sake below $400 a share, 396 and meta at 474. both down. 10-year dreary yield moving up and moving 4.62%. there you have it. now this, there's two events of national significance taking place in new york city today. neither makes new york look good. opening payments of donald trump's hush money trial. this is a political trial. it's deliberately tied to keep trump away from the campaign and gagged him and threaten to hut impeachment in prison for...
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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...