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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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Jan 31, 2024
01/24
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>> microsoft. it hasn't dipped enough, i'd like to see is it dip m but i don't think anyone's ever going to do any wrong by buying microsoft either here, really at new highs or on any kind of dip. i'm looking to add to a substantial position on a dip. i don't know that i'm going to get to see 5 and maybe 10 so % dip if the market turns around here. i think we could see some profit taking if the rest of the week we have some negative news from some of the other big tech names. i think we could see a selloff as we're seeing a little bit this morning. in any case, that is a great time to buy microsoft. the same thing with amazon. i'm not so sure amazon's numbers are going to be top of the pops. i think we may see a little bit of a selloff in amazon. those are great dip-buying opportunities. those two companies are going to continue to do well. microsoft if still, stuart, my favorite stock of all time. stuart: i love to hear a you say that. google, i think they're off about a 6%. where are we, let's se
>> microsoft. it hasn't dipped enough, i'd like to see is it dip m but i don't think anyone's ever going to do any wrong by buying microsoft either here, really at new highs or on any kind of dip. i'm looking to add to a substantial position on a dip. i don't know that i'm going to get to see 5 and maybe 10 so % dip if the market turns around here. i think we could see some profit taking if the rest of the week we have some negative news from some of the other big tech names. i think we...
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microsoft wanted him rehired. they wanted him, period, and then you had this new board that formed that shook things up. so you had the u.k. starting their official review, and now the e.u. is considering it. one more thing to add, the e.u. commissioner, marching recent messenger, she's going to silicon valley this week to meet with some of these big tech company including openai. stuart: okay. they're coming over here to see how we do it. [laughter] lauren: yeah. and take back what they learn, perhaps. stuart: those europeans, i tell you. qualcomm just beat out ibm for the number two spot on the u.s. patent list. why is that important? if. lauren: qualcomm was granted the second most patents last year, over 3800, so an increase of almost 58%. and it's the first time in three decades that irk bm -- ibm, another american company, was actually surpassed. all in the u.s. was granted far more patents than any other country. samsung, however, is still first. qualcomm in second place. tsmc, then ibm, and apple is in sev
microsoft wanted him rehired. they wanted him, period, and then you had this new board that formed that shook things up. so you had the u.k. starting their official review, and now the e.u. is considering it. one more thing to add, the e.u. commissioner, marching recent messenger, she's going to silicon valley this week to meet with some of these big tech company including openai. stuart: okay. they're coming over here to see how we do it. [laughter] lauren: yeah. and take back what they learn,...
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i know you on microsoft. it is at $3 trillion now so drinks on you, stuart but you take the market capitalization right now, an amazing stat and compare that to the s&p 500 energy sector, it's worth double, microsoft, the entire sector of energy, you get free cash flow, double for the energy sector so you get to the point where evaluations, take the magnificent 7, there capitalization is larger than any stock market in the world. stuart: that doesn't mean a huge selloff is coming. if you look at future profitability of the magnificent seven, we could justify that by the prophets they are going to make. >> yes and no. they trade 30 times more earnings. when you look at stock multiples, analysts start to buy their own bs, they have to keep catching up and making earnings projections higher and higher and all of a sudden everyone is doing the same thing. a lot of that is momentum driven because you have $7 trillion of cash on the sidelines. it will push them further here but at some point it stops. stuart: there
i know you on microsoft. it is at $3 trillion now so drinks on you, stuart but you take the market capitalization right now, an amazing stat and compare that to the s&p 500 energy sector, it's worth double, microsoft, the entire sector of energy, you get free cash flow, double for the energy sector so you get to the point where evaluations, take the magnificent 7, there capitalization is larger than any stock market in the world. stuart: that doesn't mean a huge selloff is coming. if you...
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Jan 30, 2024
01/24
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stuart: google and microsoft. they report after the belled today. start with microsoft. what are you expecting? lauren: them to be a leader and set the pace for a.i. for the rest of the industry. $6billion in revenue -- 61 billion in revenue, is the expectation. best in just about two years. how big is close? their as your -- azure enables a.i. it is expected to grow at almost a 28% rate. if they come in at 25, wall street is very demanding, and they might sell the stock. >> i don't think wall street's demanding, i think the stock price is at 39 times earnings and 38 times forward earnings. so it's the math of the val base that -- valuation that if they don't have a bigger number than the astrothe mom if call expected, the stock has to sell off because of how expensive -- stuart: you're not interested in big tech stocks d. >> i'm not interested in stocks trading 40 times future earnings. that's my personal if opinion. stuart: alphabet. their a.i. operation is called gemini. lauren: correct. not nearly as big as a microsoft's. however, they sell art a artificial -- artifi
stuart: google and microsoft. they report after the belled today. start with microsoft. what are you expecting? lauren: them to be a leader and set the pace for a.i. for the rest of the industry. $6billion in revenue -- 61 billion in revenue, is the expectation. best in just about two years. how big is close? their as your -- azure enables a.i. it is expected to grow at almost a 28% rate. if they come in at 25, wall street is very demanding, and they might sell the stock. >> i don't think...
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Jan 26, 2024
01/24
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telling you how many people are out of a job at microsoft. lawmakers in florida want to ban social media for children under 16. while steve hilton doesn't even have a smart phone, is he in favor of the ban or a step too far? steve joins us next. ♪ with your hearing, if you start having a little trouble, you're concerned that it's going to cost you money. to this day i only paid... ...what i had to pay for the device. when i go back, everything is covered. there's so much you're missing... ...by not having hearing aids. we'll find you a hearing aid... ...that fits your lifestyle and budget. try miracle-ear hearing aids with no commitment... ...during our resolution to hear better event. call 1-800-miracle now. ♪ students... students of any age, from anywhere. students in a new kind of classroom. ♪ using our technology to power different ways of learning. ♪ harnessing ai to plant new beginnings. ♪ so when minds grow, opportunities follow. stuart: florida one step closer to banning children under 16 trust worthy using social media. it
telling you how many people are out of a job at microsoft. lawmakers in florida want to ban social media for children under 16. while steve hilton doesn't even have a smart phone, is he in favor of the ban or a step too far? steve joins us next. ♪ with your hearing, if you start having a little trouble, you're concerned that it's going to cost you money. to this day i only paid... ...what i had to pay for the device. when i go back, everything is covered. there's so much you're missing......
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Jan 22, 2024
01/24
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microsoft, meta, nvidia also hitting all-time highs microsoft pulling back a little. still ahead u.s. troops have been attacked and injured isn't that an act of war, kt mcfarland joins us, charles payne talking to voters out of the primary we will tell you the number one issue he is hearing on the trail, biden amidst the board is not secure, arizona sheriff mark daniels has a few things to say about that. the 10:00 o'clock hour is next. ♪
microsoft, meta, nvidia also hitting all-time highs microsoft pulling back a little. still ahead u.s. troops have been attacked and injured isn't that an act of war, kt mcfarland joins us, charles payne talking to voters out of the primary we will tell you the number one issue he is hearing on the trail, biden amidst the board is not secure, arizona sheriff mark daniels has a few things to say about that. the 10:00 o'clock hour is next. ♪
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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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Feb 26, 2024
02/24
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stuart: magnificent seven to a fab four, supposedly it became the terrific to, nvidia and microsoft, without be dangerous? >> number one i sure attack i own both of those if it happens but number two, that would maybe begin to concern me but i would be looking at what's next to his coming along with them, if they go to the very top and a lot of other people coming along for the ride. stuart: dominoes reported this morning evidently it was a good report because the stock is up 5.5%. i understand you like it, why do you like it? >> i do here's the thing about dominoes is a bellwether with how the consumer is dealing you would not think about pizza this way but the fact that more people are ordering in great numbers coming out of 21, 22 tells me that the consumers are beginning to nimble back on a good stock. >> the terrific to you want to own nvidia and microsoft in dominoes looking good because they reflect public taste, no pun intended. thank you for joining us we will see you soon. thank you. the opening bell, ten seconds before trading begins. as we always say on the right-hand sid
stuart: magnificent seven to a fab four, supposedly it became the terrific to, nvidia and microsoft, without be dangerous? >> number one i sure attack i own both of those if it happens but number two, that would maybe begin to concern me but i would be looking at what's next to his coming along with them, if they go to the very top and a lot of other people coming along for the ride. stuart: dominoes reported this morning evidently it was a good report because the stock is up 5.5%. i...
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microsoft at 369. we have doordash, i would presume thereof, somebody likes them. mark mahaney loves them. it's time to buy which the stock doubled more than 37% to $130. they say the core u.s. restaurant delivery business was strong for them, it's a catalyst in there i am profitability in the name -- top pick replacing the old top pick at jeffrey's which was uber. stuart: i have to do more on the food delivery thing. i've got to try. >> there are so many fees, it's not your thing. i never do it. the dow is down 103 points, 104, all of the loss accounted for by boeing, your down 100, that is a quarter of 1%, 373 shows the power of boeing. >> your weapon about $1,200,000,000,000 with the in after quite. the dow winners whose off the top of that salesforce, disney, intel, procter & gamble, home depot. s&p 500, the winners headed by american airlines, baxter, brown and brown, decks, top of the nasdaq list, crowd stock. >> advanced micro. finishing off my sentence. there is a lot. >> i cannot finish that sentence for you. check the ten year treasury, but the 4% mark, 4
microsoft at 369. we have doordash, i would presume thereof, somebody likes them. mark mahaney loves them. it's time to buy which the stock doubled more than 37% to $130. they say the core u.s. restaurant delivery business was strong for them, it's a catalyst in there i am profitability in the name -- top pick replacing the old top pick at jeffrey's which was uber. stuart: i have to do more on the food delivery thing. i've got to try. >> there are so many fees, it's not your thing. i...
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Jan 29, 2024
01/24
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i would start with alphabet microsoft, they come out tomorrow. i said this sometime ago this is all about a.i. for these two companies this is the performance of a.i. >> this is a big week, we have 10 trillion in total market cap coming to the market and tomorrow is especially important. behind the meteor rise in the value of tech stocks that have driven s&p 500 is the hype regarding a.i. both of these companies have invested billions and billions of dollars in a.i. now we have to see if the billions of dollars are justifiable in their current prices. it's the most important week of the earnings season and i think will learn a lot tomorrow as to whether a.i. is real or hyped. stuart: apple reports thursday, the issue there, is that the iphone sales in china? >> apple we set up a four on the show as goes apple, so goes the market. here you have obvious from what we saw on fox, and we see a decline in production in china of iphones. i anticipate we will see a slowdown but if you look at the chinese academy, the chinese economy is in shambles. the c
i would start with alphabet microsoft, they come out tomorrow. i said this sometime ago this is all about a.i. for these two companies this is the performance of a.i. >> this is a big week, we have 10 trillion in total market cap coming to the market and tomorrow is especially important. behind the meteor rise in the value of tech stocks that have driven s&p 500 is the hype regarding a.i. both of these companies have invested billions and billions of dollars in a.i. now we have to see...
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May 28, 2024
05/24
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stuart: microsoft to $500 a share. again, make your case. >> here's the deal with this one, this is a. a.i. into every product suite they've got, legacy contracts. the case use for this at the beginning was really generative a.i., now we're a going to talk about infriend if, a.i.x this is going to play to both microsoft and nvidia. again, this is a massive if you spend x on moth or nvidia, you get y in term of your own output. that's where companies are going to find it's a trillion dollar opportunity every year, maybe multiple trillions. stuart: it looks like the market is in rally mode, the beginnings of maybe a summer rally mode. does it continue? >> i think so. i think the risk, of course, is now that we've got through most of the earnings, that somebody at the fed is going to take the microphone again saying they want quarters of data before we have to talk about a rate cut. to me, this is headline risk until we get into at earnings cycle. stuart: okay, all good stuff. nvidia with at $2,000, microsoft if at $500,
stuart: microsoft to $500 a share. again, make your case. >> here's the deal with this one, this is a. a.i. into every product suite they've got, legacy contracts. the case use for this at the beginning was really generative a.i., now we're a going to talk about infriend if, a.i.x this is going to play to both microsoft and nvidia. again, this is a massive if you spend x on moth or nvidia, you get y in term of your own output. that's where companies are going to find it's a trillion...
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Jan 26, 2024
01/24
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apple, microsoft, alphabet down but not by much. lauren: the issue is the forecast, intel says this quarter their revenue might be $2 billion less than what wall street expects. so that would be a big miss if it pans out. the problem is with the chips it provides for self-driving cars and its program bl chips. intel is entering year three of this five-year turn around a plan, and right now investors are saying, hey, ceo, pat gelsinger, we're not really buying your turn-around a plan. stock is getting hammered, it's down 10%. stuart: that's a drop and a half. bring us up to speed on tesla. they were down 12 yesterday, i see a very small bounceback. lauren: yeah, he's that's by far the worst performer of the mag 7. they're recalling 200,000 vehicles in the u.s. from last year with, a rearview software malfunction. it's not the reason, it wouldn't hurt the stock necessarily, but it's not good news, and they need it. but cathie wood certainly bought the dip, she bought $32.5 million of tesla stock yesterday e when it was down 12%. i wou
apple, microsoft, alphabet down but not by much. lauren: the issue is the forecast, intel says this quarter their revenue might be $2 billion less than what wall street expects. so that would be a big miss if it pans out. the problem is with the chips it provides for self-driving cars and its program bl chips. intel is entering year three of this five-year turn around a plan, and right now investors are saying, hey, ceo, pat gelsinger, we're not really buying your turn-around a plan. stock is...
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May 17, 2024
05/24
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microsoft and google, micr, microsoft has 14 billiont quarter, 12 billion last quarter. it is a scale game with a lot of competition at that level. stuart: thanks for joining us. see you later. lauren is looking at the movers. microsoft is moving down. lauren: a great story from the wall street journal. they plan to put the new call of duty a video game on their subscription service, used to be if you want it you buy it, that would be a huge shakeup of microsoft's strategy. now they own it, the deal has cleared. activision is the maker of call of duty, a huge franchise, lifetime revenue of $30 billion and you have to subscribe to get it. that's a game changer. stuart: stock is down. lauren: bank of america double upgraded, price target $24. retail engagement that peaked three years ago and declined and came back a little bit is all good for robin hood. very bullish on them. a double upgrade, robin hood stock is up 7%. stuart: cracker barrel is different. lauren: stock is down 15%. they cut the dividend or to their restaurant and brand overhaul. stuart: stock is down 14%,
microsoft and google, micr, microsoft has 14 billiont quarter, 12 billion last quarter. it is a scale game with a lot of competition at that level. stuart: thanks for joining us. see you later. lauren is looking at the movers. microsoft is moving down. lauren: a great story from the wall street journal. they plan to put the new call of duty a video game on their subscription service, used to be if you want it you buy it, that would be a huge shakeup of microsoft's strategy. now they own it, the...
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Jan 19, 2024
01/24
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nvidia and microsoft hitting all-time highs, microsoft, 394. nvidia, 575. the house judiciary committee claims federal investigators instructed banks to search through private customer transactions for words like maga and trump. kelly o'grady's with us. tell me, is this a one-off, or do banks share customer, private customer information frequently? >> reporter: so, stuart, they do share public information pretty often. private, though, is more rare. we took a look at what you agree to when becoming a customer, because i'm sure you probably didn't read that whole disclosure. to bank or get a loan, you need to share a significant amount of data, social security number, your income, very sensitive personal information. banks, though, they also get access to your spending habits, browsing activity. most of the time that's used to detect fraud, but they can legally share it. so under the graham leech bliley act, they can share less sensitive data with marketers or advertisers, for example. now, banks are required to inform you about this. you'll see in a second
nvidia and microsoft hitting all-time highs, microsoft, 394. nvidia, 575. the house judiciary committee claims federal investigators instructed banks to search through private customer transactions for words like maga and trump. kelly o'grady's with us. tell me, is this a one-off, or do banks share customer, private customer information frequently? >> reporter: so, stuart, they do share public information pretty often. private, though, is more rare. we took a look at what you agree to...
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i think microsoft is doing the best front-end implementation of a.i. of any of the big tech, and i believe they're going to be a buy, but i think we might over the next -- [inaudible] over the next couple of months get a chance to get it a little bit lower. stuart: i have very little patience, but, dr, why get out of google? >> i think i have the opposite statement to say about google relative to microsoft. look, microsoft had double-digit growth if on about every mace that was important, especially their -- place that was important, especially their cloud. i think the big thing with alphabet though, stuart, is that they are not getting the rewards from a.i. that they should be if they're so head and shoulders above everyone else. their advertising missed just a little bit from lofty expectations over the last quarter, and i think they've got a little ways to catch up to may in the a.i. world. stuart: okay. apple, amazon is, meta out with their earnings this afternoon. overs what worries me, the stocks run up, you get the numbers, the computers go hayw
i think microsoft is doing the best front-end implementation of a.i. of any of the big tech, and i believe they're going to be a buy, but i think we might over the next -- [inaudible] over the next couple of months get a chance to get it a little bit lower. stuart: i have very little patience, but, dr, why get out of google? >> i think i have the opposite statement to say about google relative to microsoft. look, microsoft had double-digit growth if on about every mace that was important,...
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May 17, 2024
05/24
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microsoft, have we got it. lauren: microsoft is up a bit. stuart: microsoft is taking on nvidia. the question is, how are they doing that? lauren: by partnering with amd which is up % -- 3% on this news. so microsoft if will use, will offer their azure customers, i'm sorry, the option of using a.i. chips from amd. they use nvidia a lot now, so amd chips are are ease consumer to get. a america d is up almost 3%, microsoft if flat. nvidia should be lower. stuart: more on microsoft, they pack openark i -- openai, partnered with reddit. what's that about? lauren: chatgpt. reddit has this loyal, rabid community of loyalistsful they have these natural, human conversations. it's like realtime information. it's quite good. and that, that context, those conversations are being used to train chatgpt. in exchange, reddit gets more a.i. features from openai. this is a data the licensing deals. they are a new stream of revenue for reddit which just went public and is unprofitable. this could change thing things. they have 82 million users. stuart: that's a lot of users. lauren: active users.
microsoft, have we got it. lauren: microsoft is up a bit. stuart: microsoft is taking on nvidia. the question is, how are they doing that? lauren: by partnering with amd which is up % -- 3% on this news. so microsoft if will use, will offer their azure customers, i'm sorry, the option of using a.i. chips from amd. they use nvidia a lot now, so amd chips are are ease consumer to get. a america d is up almost 3%, microsoft if flat. nvidia should be lower. stuart: more on microsoft, they pack...
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stuart: all right, microsoft on the prompter. what's this all about? . they're train ago new in-house. lauren: the report is they're training in-house to train and google deep mind is leading in effort. stuart: they poached him? lauren: yes, they d. stuart: thank you, lauren. trump-appointed campaign warning for them joining tiktok and trump tried to ban the app a few years ago and looks like a ground invasion in rafah is imminent. protests at harvard set a 5:00 p.m. deadline today for the university to begin negotiations on their demands. it's unclear exactly what will happen if the school does not concede. molly line has the report and she's at harvard right now and she'll be next. when people come, they say they've tried lots of diets, nothing's worked or they've lost the same 10, 20, 50 pounds over and over again. they need a real solution. i've always fought with 5-10 pounds all the time. eating all these different things and nothing's ever working. i've done the diets, all the diets. before golo, i was barely eating but the weight wasn't going anyw
stuart: all right, microsoft on the prompter. what's this all about? . they're train ago new in-house. lauren: the report is they're training in-house to train and google deep mind is leading in effort. stuart: they poached him? lauren: yes, they d. stuart: thank you, lauren. trump-appointed campaign warning for them joining tiktok and trump tried to ban the app a few years ago and looks like a ground invasion in rafah is imminent. protests at harvard set a 5:00 p.m. deadline today for the...
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Jan 16, 2024
01/24
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microsoft is still on the top of the board. it's up $2.55 and up 391 and treasury yield up 403 and moving up a little this morning. now this, democrats have thrown everything at trump, it's failed. last night trump won a landslide victory in the iowa caucuses and nashville polls show trump beats biden in a head-to-head matchup. last year, the democrats cobbled together a series of court cases designed to portray the former president as a criminal. court appearances scheduled to interfere with the election and stretched and bent the law with political prosecutions. voters can see what's going on and trump's popularity actually went up. biden team thought that bidenomics would rally the faithful, but poll after poll showed the public was just not buying it. a former aid, simon sanders says the american people did not get bidenomics so give it up she says. well, they did give it up, and they turned to demonization calling trump a dictator. it's such an obvious ploy, when your own record doesn't measure up, attack your opponent. le
microsoft is still on the top of the board. it's up $2.55 and up 391 and treasury yield up 403 and moving up a little this morning. now this, democrats have thrown everything at trump, it's failed. last night trump won a landslide victory in the iowa caucuses and nashville polls show trump beats biden in a head-to-head matchup. last year, the democrats cobbled together a series of court cases designed to portray the former president as a criminal. court appearances scheduled to interfere with...
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apple, microsoft down. then there's this, new york community bank, a regional bank, absolutely plummeting this morning. lauren, it does not appear though to have set off a banking scare elsewhere. lauren: not. i think this is the an idiosyncratic story to new york community bank. there was bad oversight, essentially. they noted issues with their loan review process, and as a result their quarterly earnings would take a hit of $2.4 billion. that's a huge loss. now you have new management taking over. what happens now? perhaps that new management finds more material issues, and it gets a little bit worse or maybe not. but, yes, huge decline in new york community bank is take down the other regional a banks today but not by much, 1.75% decline for the top two on that one. stuart: going the other way, we have dell, michael dell's company, and that's up -- lauren: wow. stuart: 36%? i know they had a report. lauren: it is the same story as nvidia with. there's more demand than supply by a long shot. they have a b
apple, microsoft down. then there's this, new york community bank, a regional bank, absolutely plummeting this morning. lauren, it does not appear though to have set off a banking scare elsewhere. lauren: not. i think this is the an idiosyncratic story to new york community bank. there was bad oversight, essentially. they noted issues with their loan review process, and as a result their quarterly earnings would take a hit of $2.4 billion. that's a huge loss. now you have new management taking...
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microsoft just a made that list. the s&p 500 winners, this is a chance to show you some of the stocks on an individual basis. constellation brand, nvidia is on that list, up $7, 1.5%. nasdaq winners, who's the top of that list? datadog. costco's on the list, up $9. nvidia's on on and marvell technology. here's the problem for the market first thing this morning, the yield on the 10-year treasury. it went straight up when that strong jobs report was announced. coming off a little bit, but you're still at 4.04% on the 10-year treasury yield. the price of gold well above $2,000 per ounce, $2,052, to be precise. bit coyne holding around $44,00. the price of oil, low 70s. not much change, 73.56. nat gas, i never really follow this much, $2.72 at the moment. that seems cheap to maine the average a price for a gallon of regular gas, $3.08, is your price. diesel, no change at $3.97. >>> coming up, there's still time to be on the show. i really want your feedback. it's a new year. let me have it. e-mail if us at varneyviewers
microsoft just a made that list. the s&p 500 winners, this is a chance to show you some of the stocks on an individual basis. constellation brand, nvidia is on that list, up $7, 1.5%. nasdaq winners, who's the top of that list? datadog. costco's on the list, up $9. nvidia's on on and marvell technology. here's the problem for the market first thing this morning, the yield on the 10-year treasury. it went straight up when that strong jobs report was announced. coming off a little bit, but...
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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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stuart: and microsoft is on the upside this morning we have the story. unbundling some of their assets to avoid a european fine. >> silver separating teams chat video, with their software braided they did this in europe over the summer no doing it ever reversing beaches which when you want you do not have to get both okay. that's with her doing to avoided the fine which they do like anyway and the information is reporting that microsoft and open a.i. a.i. partner are planning a data center project costing $100 billion would be to say i supercomputer hundred times more expensive than most data centers best buy microsoft and all the money in their but this is like, this cutting edge. that's right jeffrey said that microsoft is up in front of diane mikell the starkest top a.i. winner in the increase the price target to a 427 now, hundred 50 bucks from you're welcome. stuart: yes getting on for that is remarkable. and even $7 removed it, jeffries did was go through some of the marquez on the on the ten year treasury moving up, just about four and one quarter
stuart: and microsoft is on the upside this morning we have the story. unbundling some of their assets to avoid a european fine. >> silver separating teams chat video, with their software braided they did this in europe over the summer no doing it ever reversing beaches which when you want you do not have to get both okay. that's with her doing to avoided the fine which they do like anyway and the information is reporting that microsoft and open a.i. a.i. partner are planning a data...
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Jan 16, 2024
01/24
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lauren: microsoft has to be on there. stuart: microsoft is definitely on there. home depot, ibm walmart, mcdonald's all on the upside. s&p 500 winners headed by advanced micro devices, cadence, western original, o'reilly automotive. nasdaq winners, do i see a big tech? advanced micro devices, there you go. synopsis, day den, o'reilly and nvidia with. 555 this morning, how about that? where's the yield on the 10-year treasury? if 4.01%. where's the price of gold with all this stuff going on in the mideast? $2,042 per ounce, and that is down $9 today. bitcoin, last time we checked it was at 42,6, now it's 42,6, right there. oil, $72 a barrel. 72.7. nat gas, i presume that's -- i thought it might be up today, but it's not. it's down with all this cold weather. it's down. the average price for a gallon of regular, $3.07, actually up one cent overnight. diesel up one cent overnight at $3.92. >>> apple has been tied up in a patent dispute over some of its smart watch tools. what are they doing about it? lauren: it's with moss mow, they're making plans to pull the senso
lauren: microsoft has to be on there. stuart: microsoft is definitely on there. home depot, ibm walmart, mcdonald's all on the upside. s&p 500 winners headed by advanced micro devices, cadence, western original, o'reilly automotive. nasdaq winners, do i see a big tech? advanced micro devices, there you go. synopsis, day den, o'reilly and nvidia with. 555 this morning, how about that? where's the yield on the 10-year treasury? if 4.01%. where's the price of gold with all this stuff going on...
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Jan 25, 2024
01/24
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you've got the movers, start with microsoft. lauren: they are laying off workers. 1900 of those who work with activision blizzard and in the x box division, 8% of their gaming, this is a $3 trillion company that's bigger than the gdp of france and close to the gdp of britain and they are laying off staff. stuart: is ai? >> perhaps but i think it's just brought activision blizzard and they have so many employees, it's part of the streamlining. stuart: $404 a share on microsoft. never expected to see. northrop grumman. they've got to be doing well. >> they swung to a quarterly loss as they took $1 billion charge on their be 21 stealth bomber. got a contract with the air force for it, manufacturing costs have gone up. they take a loss. they lower their sales forecast for the year. stock is down 29. stuart: who was a dimension the united? what did he have to say? >> new high for the stock, what they do is rent out equipment, maybe this is a sign of companies would rather rent equipment and pay high interest rates, upbeat and a raise
you've got the movers, start with microsoft. lauren: they are laying off workers. 1900 of those who work with activision blizzard and in the x box division, 8% of their gaming, this is a $3 trillion company that's bigger than the gdp of france and close to the gdp of britain and they are laying off staff. stuart: is ai? >> perhaps but i think it's just brought activision blizzard and they have so many employees, it's part of the streamlining. stuart: $404 a share on microsoft. never...
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Jan 24, 2024
01/24
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it is a shiny object, microsoft is putting money behind this. that is a main driver for microsoft and that will be pretty big and help amazon and google with search as well. ai is a big theme for earnings. a one what are you expecting on tesla after the bell? >> i'm one of your biggest tesla boules, they lowered it, 1.8 million cars that were delivered this year, it is below what wall street wants to see so the cyber truck company is going to be massive. when it comes to tesla, tesla has a great product, the product is not electric cars, the product you are buying with tesla is elon musk and his vision for the future especially when it comes to ai. the stock is going to pop after earnings. stuart: appreciate it. see you again soon. let's start with dupont. lauren: they want of continued inventory d stocking across the industrial sector. the forecast for the current quarter profit. getting numbered. stuart: freeport mcnamara. i think of them as a copper company. lauren: and gold and output of copper very stronger for copper and gold, rose in the
it is a shiny object, microsoft is putting money behind this. that is a main driver for microsoft and that will be pretty big and help amazon and google with search as well. ai is a big theme for earnings. a one what are you expecting on tesla after the bell? >> i'm one of your biggest tesla boules, they lowered it, 1.8 million cars that were delivered this year, it is below what wall street wants to see so the cyber truck company is going to be massive. when it comes to tesla, tesla has...
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May 20, 2024
05/24
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but microsoft, now they are going to unveil more of their plan for a.i. at tomorrow's build developer conference. what do we know? lauren: speed is the name of the game. microsoft is trying to win on speed according to reports their new aip c will have a different processing unit and it'll be much faster. their co-pilot, the assistant, will be able to do more and spitted out answers faster, and a.i. will be embedded reportedly in windows. microsoft is using the qualcomm snap dragon x chip but look they have a wow investors after open a.i. and google last week showed what they are working on with a.i. stuart: they are making the heading in a.i. now they have to show it. lauren: yup. stuart: i'll be interested in that. target, lowering prices. lowering prices on some favorite items that's a big deal. lauren: 5,000 items frequently purchased items, think the basic s milk, meat, fruit, goldfish. i even saw prime, the ice pop flavor, on that, the hydration drink that's super popular with the kids used to be like five or $6 for one. they are selling it for abou
but microsoft, now they are going to unveil more of their plan for a.i. at tomorrow's build developer conference. what do we know? lauren: speed is the name of the game. microsoft is trying to win on speed according to reports their new aip c will have a different processing unit and it'll be much faster. their co-pilot, the assistant, will be able to do more and spitted out answers faster, and a.i. will be embedded reportedly in windows. microsoft is using the qualcomm snap dragon x chip but...
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Jan 18, 2024
01/24
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stuart: is microsoft the a.i. winner at this point in because i think it's propelled microsoft above apple in terms of valuation, and it's a.i. that's done it. what say you? >> i think i have to agree, stuart. i think microsoft's executing well on a lot of different fronts, but it's clearly their investment in openai and all of the other things that they have done with implementing and getting out to the public. they have been a public face of a.i., and i think that has satisfied the shareholders andal shown their big commitment. i think i might say nvidia is the biggest winner of the a.i. boom, but microsoft is definitely number two. stuart: you can see microsoft going to $400 a share and beyond? [laughter] make me happy, d.r. are, come on. [laughter] >> i think we do have a lot more upside on microsoft, and i think we've got to buy that on pullback withs. we've been talking about it all the time, stuart, there are lots of momentum plays moving up in the market. but with all the little squiggles that we get and t
stuart: is microsoft the a.i. winner at this point in because i think it's propelled microsoft above apple in terms of valuation, and it's a.i. that's done it. what say you? >> i think i have to agree, stuart. i think microsoft's executing well on a lot of different fronts, but it's clearly their investment in openai and all of the other things that they have done with implementing and getting out to the public. they have been a public face of a.i., and i think that has satisfied the...
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Jan 31, 2024
01/24
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microsoft, apple, meta, amazon, alphabet. all taking it opportunistic the chin and nasdaq down 200. 10-year treasury yield coming down, 3.94% is the yield there. now this, once again iran is center stage in american politics. 40 years after the mullahs up ended jim my carter, they're doing the same thing to joe biden. the death of three american soldiers and presents our president and political and military president like a probable. carter launched a military operation inside iran to free the american diplomats and taking them hostage. the mission failed badly and iranians hold hostages and carter lost his job. he was a one term president. biden has the same dilemma and bring them to the end without starting a full scale war with iran. this is an election year and drama is likely to drag on just as the president campaigns for reelection. cart her to contend with iran, biden has to contend with iran. another echo from the past: gas prices. they spiked under carter because of iran. if biden takes action that moves gas prices b
microsoft, apple, meta, amazon, alphabet. all taking it opportunistic the chin and nasdaq down 200. 10-year treasury yield coming down, 3.94% is the yield there. now this, once again iran is center stage in american politics. 40 years after the mullahs up ended jim my carter, they're doing the same thing to joe biden. the death of three american soldiers and presents our president and political and military president like a probable. carter launched a military operation inside iran to free the...
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Apr 17, 2024
04/24
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microsoft, 417. alphabet's up. amazon, meta, apple, they're all up. apple, though, still just below $170 a share. meta just over $500. microsoft made a big investment in an ab abu dhabi-based a.i. company. what's the significance of that? lauren: china. yeah. so as the uae diversifies its economy away from oil and to a.i., it really needs to pick a side. china, where they sell oil, or the u.s. it picked the u.s. microsoft is making $1.5 billion investment in one of their companies, it's called g42, with a political condition that g42 stops using huawei equipment. the u.s. does not want china to have access to our high-end technology. and with this deal, microsoft's azure powers g42's a.i. development free of influence from china. stuart: market likes it. microsoft is up nearly $3 -- lauren: gina raimondo at commerce likes it too. stuart: they're going to vote on musk's pay package. do they want to reinstate it? lauren: they do. and they want to reincorporate tesla from delaware to texas. just to put this story very simply to you, shareholders like e r
microsoft, 417. alphabet's up. amazon, meta, apple, they're all up. apple, though, still just below $170 a share. meta just over $500. microsoft made a big investment in an ab abu dhabi-based a.i. company. what's the significance of that? lauren: china. yeah. so as the uae diversifies its economy away from oil and to a.i., it really needs to pick a side. china, where they sell oil, or the u.s. it picked the u.s. microsoft is making $1.5 billion investment in one of their companies, it's called...
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Mar 18, 2024
03/24
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i read your stuff and you say by microsoft but avoid google, let's do microsoft first, where is it going. >> a.i. will be the big driver but it's not just itself every products in every last thing it develops and software around the world, that is the upside case, there's maybe five or 8%, i think that goes to 70, 80, 90% within the next five years, microsoft is a big business, google is an advertising driven business and i has a.i. but all indications that is dramatically inferior to the version that microsoft has out ther stuart: google is up today a 5% gain. i have a deal to supply a.i. to apple as i believe it, does that change argument? i saw that crossed the line this morning and i had to shake my head, i could not believe it, if that is true i did not see that coming but no one would not change my argument would make me look twice but it does not change. stuart: does it make you think again about apple. >> it does not. i think that's one facet of what apple is working on how they're going to use it is much more important than what they choose. stuart: it's been a spectacular rally
i read your stuff and you say by microsoft but avoid google, let's do microsoft first, where is it going. >> a.i. will be the big driver but it's not just itself every products in every last thing it develops and software around the world, that is the upside case, there's maybe five or 8%, i think that goes to 70, 80, 90% within the next five years, microsoft is a big business, google is an advertising driven business and i has a.i. but all indications that is dramatically inferior to the...
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Jan 15, 2024
01/24
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it is on the microsoft keyboard, there will be a button for copilot. antitype to get everything will thing you do and i need to come push x, y, and z, you can end up with a prompt saying you want me to open the excel spreadsheet and format x, y, and z and give you a head start. what you going to see is across the entire enterprise the opportunity for massive productivity gains a lot of new revenue opportunities, microsoft is very far ahead of the game in adopting this. it's a really exciting opportunity and i think the industry is completely underestimated. stuart: you are an a.i. supporter, that is a fact. thank you for joining us this monday we appreciated we will see you soon. rising tensions in the red sea could jeopardize the inflation fight at home, how does that work shipping rates are spiking as more companies are forced to divert intake routes away from the houthis attacks. edward lawrence will have that story in a moment. military experts say iran is getting closer to developing a bomb what does that do to the mid-east equation. kt mcfarland
it is on the microsoft keyboard, there will be a button for copilot. antitype to get everything will thing you do and i need to come push x, y, and z, you can end up with a prompt saying you want me to open the excel spreadsheet and format x, y, and z and give you a head start. what you going to see is across the entire enterprise the opportunity for massive productivity gains a lot of new revenue opportunities, microsoft is very far ahead of the game in adopting this. it's a really exciting...
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stuart: we have big tech stocks, microsoft, nvidia, apple, tesla. which of those would you buy and hold for decades. >> every single one of them with the exception of meta that i don't own at the moment but meta had adult supervision in the room i'm looking at that and hopefully i will make a decision. i'm very excited about every one of the stocks. stuart: including tesla? >> including tesla especially tesla he is like steve jobs back in the day he annoys everybody he has the money to do what he wanted rewrite the rules. he is change the plan every industry that he touches has to become a follower not a leader the moment he gets involved. stuart: you should read the wall street article alleged drug taking an interest with his board and his ability to run various businesses, you still like tesla. >> he bothers me, don't get me wrong. that stuff bothers me, the visionary leaders are often like that. stuart: that is very true. thank you for joining us. the opening bell has rung, press the button, were opening up on a monday morning now is a sharp drop
stuart: we have big tech stocks, microsoft, nvidia, apple, tesla. which of those would you buy and hold for decades. >> every single one of them with the exception of meta that i don't own at the moment but meta had adult supervision in the room i'm looking at that and hopefully i will make a decision. i'm very excited about every one of the stocks. stuart: including tesla? >> including tesla especially tesla he is like steve jobs back in the day he annoys everybody he has the money...
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Jan 11, 2024
01/24
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microsoft, whoa, up $4. 3.if 87. -- 787. apple -- 387. meta, 3711. big tech going up -- 3711. my question for you, lauren, how close is microsoft to overtaking apple as the most valuable company? lauren: this is a new record high for microsoft right now, by the way, and the answer is $40 billion. stuart: that's it. lauren: that is it. they're both near $3 trillion, and $40 billion is the difference. it's not a question of when microsoft if becomes the mvp, right, in companies, it's not if, it's when. stuart: really? you're sure of this? lauren: i think so, because apple's revenue has stalled, right? there's iphone saturation worries here at home, worries in china. the catalyst is what's going on sale in early february, this $3500 vr headset. only rich people are going to buy that, and all the analysts are saying it's immaterial to the bottom line of the company. and then the you have microsoft, early adopter of a.i., and it's a winning trade for them thus far, or winning investment. stuart: by the way, microsoft -- i see the dow at 37,740. is that an intraday high? i think it
microsoft, whoa, up $4. 3.if 87. -- 787. apple -- 387. meta, 3711. big tech going up -- 3711. my question for you, lauren, how close is microsoft to overtaking apple as the most valuable company? lauren: this is a new record high for microsoft right now, by the way, and the answer is $40 billion. stuart: that's it. lauren: that is it. they're both near $3 trillion, and $40 billion is the difference. it's not a question of when microsoft if becomes the mvp, right, in companies, it's not if, it's...
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Jan 24, 2024
01/24
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stuart: we're going to check microsoft, nvidia and meta platforms. why? because with all three of them just is hit all-time highs. nvidia's now well above $600 a share. >>> fox voter analysis from new hampshire shows only 13% of voters feel they're getting ahead financially. jeff flock if joins me now. that's a very small minority that are doing well financially under biden. i guess everybody else is suffering, right, jeff? >> reporter: that's right. pretty much the only ones good are you and me and other folks like us who are thrifty and saved our money and are old. yeah. the sentiment out there, it's on philadelphia, and it sort of matches the mood out there. take a look at this survey from folks at clever real estate, i think is the name of the group, that surveyed folks and found folks were 40% deeper in debt at the end of last year, half had to dip into savings and less than half say they're making enough now to be comfortable. a lot of that is around debt. take a look at this number, $103,000 plus, that's the average debt per household right now. pr
stuart: we're going to check microsoft, nvidia and meta platforms. why? because with all three of them just is hit all-time highs. nvidia's now well above $600 a share. >>> fox voter analysis from new hampshire shows only 13% of voters feel they're getting ahead financially. jeff flock if joins me now. that's a very small minority that are doing well financially under biden. i guess everybody else is suffering, right, jeff? >> reporter: that's right. pretty much the only ones...
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microsoft and google dominate the space. data continues to grow at an exponential clip, and you need some place to process it, to put it, and everything that you do can be integrated with all hair different services. so, yes, i continue to like this a.i. into the cloud play. a.i., as a percentage of global tech spend, is less than 3%. so for that to go to 5-6 is going to be meaningful to all these companies. stuart: and you extend that a to the chipmakers. you've told us about amd, you ebb tend it -- extend it to all the chipmakers because they are an a.i. play. >> absolutely. as company start to invest, you can't buy all of your supplies and all of your parts from one single vendor. so amd and marvell technologies are the two to pick up kind of the slack there. so if nvidia's going to be a 90% market share from 98 or 99, these two other chipmakers are going to pick up market share. it's going to be meaningful to their top and bottom lines. and this is the beginning of what i think is a decade or multi-decade-hong trend in t
microsoft and google dominate the space. data continues to grow at an exponential clip, and you need some place to process it, to put it, and everything that you do can be integrated with all hair different services. so, yes, i continue to like this a.i. into the cloud play. a.i., as a percentage of global tech spend, is less than 3%. so for that to go to 5-6 is going to be meaningful to all these companies. stuart: and you extend that a to the chipmakers. you've told us about amd, you ebb tend...
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stuart: tell me about microsoft because i know you like cloud names, microsoft, i have a piece of the company and it's a big cloud name. where's it going? >> stuart, much higher. and the story here is the same thing with ai and if you're a fortune 500 company and you want to implement artificial intelligence somewhere in your business model, you need a microsoft to design where and how you're going to put this computing power and where you'll put it in your mom's basement and in the warehouse and it'll be designed by some of the smartest people and notaeums microsoft that -- not just microsoft that will benefit and working for google and amazon as well and oracle. all the big cloud names positioned to pick up a ton of profitability and these are super high margin of business for all of them. stuart: got t mike, thanks very much indeed. all good stuff. see you real soon. >> thanks, stuart. stuart: lauren looking at chip stock and amd micro-devices and you got it for me. why is it up 3.8%? lauren: upgrades to a buy and stock is going to $188 a share. they believe generative ai is poised
stuart: tell me about microsoft because i know you like cloud names, microsoft, i have a piece of the company and it's a big cloud name. where's it going? >> stuart, much higher. and the story here is the same thing with ai and if you're a fortune 500 company and you want to implement artificial intelligence somewhere in your business model, you need a microsoft to design where and how you're going to put this computing power and where you'll put it in your mom's basement and in the...
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amazon, alphabet, microsoft, meta down $10. meta down 186. 10-year treasury with a lot to do with the nasdaq selloff and up five basis points closer to 4% and 392 to be precise. bitcoin star of the morning i think. 45,000 per coin and it's had a very nice rally. 76% want the government to work on issues within the michigan 85% of republicans and 65% of democrats name the economy as the top issue. larry kudlow joined our program earlier and listen to what he had to say. roll tape. >> problem is over the whole course of biden's presidency, which is what people feel, they don't have lower costs, they have much higher costs and their affordability has plunged and that's why his economic performance numbers are somewheres around 30% but the point is you've got the leading indicator ntsb conference board down 20 straight months. stuart: that's not good. okay, now listen to this, the white house claims the economy shows real momentum for 2024. roll tape. lowering costs of insulin and this measured insulation and keeping down prescript
amazon, alphabet, microsoft, meta down $10. meta down 186. 10-year treasury with a lot to do with the nasdaq selloff and up five basis points closer to 4% and 392 to be precise. bitcoin star of the morning i think. 45,000 per coin and it's had a very nice rally. 76% want the government to work on issues within the michigan 85% of republicans and 65% of democrats name the economy as the top issue. larry kudlow joined our program earlier and listen to what he had to say. roll tape. >>...
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amazon, microsoft still below $4000. alphabet, 164. meta, though, is down $2. i want to single out apple for a moment. lauren, what are the analyst -- i hate the expectationses game. what are they looking for? lauren: so i spent some time this morning, because i didn't want to publicly ask the question because i didn't want to appear that dumb, i was going to ask rob and stephen, are there a.i. foetures right now in the iphone? >> not really. lauren: there's not, okay. >> spell check. kind of sort of. lauren: we might get that in june, june 10th is the developers' conference, and next week tim cook is going to hint at what you will see in iphone 16 andish s os -- ios 16 is. you say india's pig? sales -- big? sales are down in china, $45 billion of their overall are revenue, and the vision pro, that's the name of the $3500 goggles. look, they're not supposed to be meaningful to their bottom line, but how is it doing? will they give us sales for that device. last question for apple we can get through this, have they been ea placed by nvidia. as went apple, so wen
amazon, microsoft still below $4000. alphabet, 164. meta, though, is down $2. i want to single out apple for a moment. lauren, what are the analyst -- i hate the expectationses game. what are they looking for? lauren: so i spent some time this morning, because i didn't want to publicly ask the question because i didn't want to appear that dumb, i was going to ask rob and stephen, are there a.i. foetures right now in the iphone? >> not really. lauren: there's not, okay. >> spell...
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May 22, 2024
05/24
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the rest are up including microsoft, that's a new high, $432 a share. a heated exchange with bill marr about the war in israel. what happened? ashley: this is good stuff. any of the protesters demonstrating in favor of hamas should go live in gaza which led to this. watch. >> are you at all concerned about the innocent civilians that have been collectively punished and murdered, children and women, are you concerned about the fact the international criminal court just today issued a subpoena for benjamin netanyahu? >> that's ridiculous but -- it is a war and they were attacked and are defending themselves. that is what happens in a war. here's a way to stop that, stop attacking israel. [applause] ashley: the audience clapped. she did agree hamas must be destroyed to which marr asked how do we do that? it's a war. he said you don't know how to do that, do you? making some good points these days. stuart: thanks very much. secretary of state blinken is back on capitol hill the second day of hearings. he has been sharply criticized for biden's policy on isr
the rest are up including microsoft, that's a new high, $432 a share. a heated exchange with bill marr about the war in israel. what happened? ashley: this is good stuff. any of the protesters demonstrating in favor of hamas should go live in gaza which led to this. watch. >> are you at all concerned about the innocent civilians that have been collectively punished and murdered, children and women, are you concerned about the fact the international criminal court just today issued a...
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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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Jan 12, 2024
01/24
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>> microsoft has hit the run up. but they have done is they've got it into apps, and the open ai piece, google has more coming and all the tools required for everybody else to do that into the system so google stock hasn't hit the run up as much as microsoft so this, who monetizes ai. >> i will get let you get away with that one but let's move on to ai chips. nvidia versus amd, who is best? >> nvidia has the right chips, there's a shortage of 12 to 18 months but in 2,024 amd has the chips, the training chips and the data center so it has a run up. they are both in play but if you are waiting in line if you want to get to something right away it will be 2024. early stuart: amd will have a better run-up than nvidia. c3 ai versus palantir. >> what they are competing on his software versus sources and they have a software platform to get you there. palantir has services but in the long run, software always wins. c3 will be in the long run. we won one last one. i want a prediction for bitcoin. >> having trouble with that.
>> microsoft has hit the run up. but they have done is they've got it into apps, and the open ai piece, google has more coming and all the tools required for everybody else to do that into the system so google stock hasn't hit the run up as much as microsoft so this, who monetizes ai. >> i will get let you get away with that one but let's move on to ai chips. nvidia versus amd, who is best? >> nvidia has the right chips, there's a shortage of 12 to 18 months but in 2,024 amd...
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microsoft's a.i., it costs 30 a month. so a.i. is the future for microsoft. they dedicated a key for it on the keyboarder, and it really makes it immediate for the user, right? i was just shocked that the keyboarder is surviving -- key board is surviving artificial intelligence. i thought we were getting so good with voice is, we're actually still going to be typing? really? stuart: i would really like that. if it's voice activated control of everything, that's what i want. lauren: i know. stuart: i never know which button to press. i get that wrong all the time. as you well know, lauren. lauren: the keyboard will live on, i suppose. stuart: come back into the studio soon, because i need help with my phone. >>> what's going on with cvs? lauren rawrp we think of them as a drugstore, but they're a pharmacy benefits manager also, and they will drop coverage of -- [inaudible] from abve this april. that is a blockbuster. it's actually the best selling drug after the covid vaccinings. it's $21 billion in annual sales, so cvs says, well, we're just going to cover yo
microsoft's a.i., it costs 30 a month. so a.i. is the future for microsoft. they dedicated a key for it on the keyboarder, and it really makes it immediate for the user, right? i was just shocked that the keyboarder is surviving -- key board is surviving artificial intelligence. i thought we were getting so good with voice is, we're actually still going to be typing? really? stuart: i would really like that. if it's voice activated control of everything, that's what i want. lauren: i know....
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May 23, 2024
05/24
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meta, alphabet, amazon, microsoft -- lauren: that's a high for microsoft. stuart: yes, it is, $433, thank ifs or pointing that out -- lauren: just for you. stuart: wing lady -- >> microsoft if shareholder stuart varney -- [laughter] stuart: apple down but just holding at 190. let's get back to nvidia. they opened over $1,000 a share. lauren, is that -- that's got to be driving other chip makerses. lauren: the halo effect, absolutely. even their rivals, amd can, qualcomm. there's business to go around. it's a gold rush for artificial intelligence. we'll show them to you at some point, this you go. looked at those gains. dan ives used to say t apple's world, tim cook's world and everybody else is paying rent, and now he says it's nvidia's world and everybody else is paying rent. the ceo of nvidia, jensen wang, said a.i. is a new commodity. you have to have it. stuart: that's a fascinating. quite a day we're having. the department of justice gearing up the sue live nation entertainment on what grounds? if. lauren: the suit could come today, and abuse of power,
meta, alphabet, amazon, microsoft -- lauren: that's a high for microsoft. stuart: yes, it is, $433, thank ifs or pointing that out -- lauren: just for you. stuart: wing lady -- >> microsoft if shareholder stuart varney -- [laughter] stuart: apple down but just holding at 190. let's get back to nvidia. they opened over $1,000 a share. lauren, is that -- that's got to be driving other chip makerses. lauren: the halo effect, absolutely. even their rivals, amd can, qualcomm. there's business...
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Jan 25, 2024
01/24
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alphabet, apple and microsoft are up. look at microsoft, $404 a share. lauren finish. lauren: yep. stuart: you know i'm eye smiling, obviously. microsoft is up again today. lauren it's the second company ever worth that much money after apple. and its value, i mean, it's bigger than the gdp of france. i mean, that's how big microsoft is. stuart: it is? if. lauren: yes. it seems that they were announce a new a.i. product every week. i really think they were every single week, and then they were attaching a price tag, $20, $30, what they were going to charge. so morgan stanley says microsoft's play for a.i. is getting strong, not diluting, getting stronger. they say the stock is going to 450. citi yesterday, 470. moth is so big, it's over 7% of the s&p 500. stuart: and it's a valuation bigger than the gdp of france. lauren: yes. stuart: that's a telling statistic. >> well done. stuart: show me ibm, please. show me old tech. way up this morning, a 7% gain. that's a.e., isn't it -- a.i.? lauren: yeah. and the wriewnt that houses the a.i. hips, their revenue grew 8%. it's also a service
alphabet, apple and microsoft are up. look at microsoft, $404 a share. lauren finish. lauren: yep. stuart: you know i'm eye smiling, obviously. microsoft is up again today. lauren it's the second company ever worth that much money after apple. and its value, i mean, it's bigger than the gdp of france. i mean, that's how big microsoft is. stuart: it is? if. lauren: yes. it seems that they were announce a new a.i. product every week. i really think they were every single week, and then they were...
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May 23, 2024
05/24
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it's up $90, 9.5% after a stellar earnings report late yesterday and microsoft at $431 up a fraction, 58-cents and alphabet, apple, amazon on the downside. the 10-year treasury yield right now, 4.49%. and going up and maybe that's why the nasdaq paired some of the sharp gains. now this, the president appeared at a campaign rally in new hampshire and it was a disaster in every possible way. badly planned, poorly attended and worse of all, ridiculed by local media. no campaign wants this but that's what biden got. event was held at westwood park y in nashua. the speaker was the president of the united states of america, it was half empty. campaign staff spread the attendees around the room to disguise the lowe low turnout as they waited for him to take the stage, the crowd was subdued. no buzz, no excitement, no enthusiasm and elevator music was playing and spoke for just 12 minutes. the topic: the pact act. that's a law that helps veterans exposed to toxic chemicals but what a strange subject for campaign rally. hard to make it inspiring and president couldn't deliver. watch this. and>
it's up $90, 9.5% after a stellar earnings report late yesterday and microsoft at $431 up a fraction, 58-cents and alphabet, apple, amazon on the downside. the 10-year treasury yield right now, 4.49%. and going up and maybe that's why the nasdaq paired some of the sharp gains. now this, the president appeared at a campaign rally in new hampshire and it was a disaster in every possible way. badly planned, poorly attended and worse of all, ridiculed by local media. no campaign wants this but...
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Jan 25, 2024
01/24
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alphabet, microsoft, amazon, apple all on the upside and microsoft 406 and intraday all time high and treasury is 4.13% and down ever so slightly. now this once again the president is messing with america's energy industry. louisiana wants to build a nat gas export terminal and $10 billion project that would enhance america's position as largest exporter of low carbon nat gas. biden and the greens are determined to stop it. at the last minute, the new york times reports the project had to be checked -- at the last minute they want to check for the climate impact. biden's punting and the climb impact will delay everything till probably aft election and declare it doesn't pass climate muster and it'll be canceled. that would probably mean the end for any other nat gas export terminals to be built. how about that. he mentioned it. the world can't get the benefit of the least polluting fossil fuel because the greens can't accept any at all. new york times headline, biden officials poised to delay big gas project. the writer clearly want as delay. in the washington post, ben jealous, execu
alphabet, microsoft, amazon, apple all on the upside and microsoft 406 and intraday all time high and treasury is 4.13% and down ever so slightly. now this once again the president is messing with america's energy industry. louisiana wants to build a nat gas export terminal and $10 billion project that would enhance america's position as largest exporter of low carbon nat gas. biden and the greens are determined to stop it. at the last minute, the new york times reports the project had to be...
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i told you last week i sold some down but i still have my nvidia, microsoft, facebook, fingers crossed about earnings today. i will wait and see what shows up. the good news is there were some beaten up stocks on earnings but microsoft after an ugly yesterday is up $9 so the big institutions are not worried that microsoft's earnings, if earnings come in well, evaluations in the trees, trees can keep growing if they wanted. stuart: donald trump is looking strong, looks like he could win in november. is that a plus for the market? >> the good man adam johnson said something i agree with. regulation. the fact that this president right now, i call him a control freak. each and every business trying to control, you see mergers being stopped, not good news. donald trump comes in and the perception is he is going to loose enough regulations, we the people do our thing, that will help markets and help profits and we can get going higher even more. stuart: wouldn't that be nice, thanks for joining us, see you soon. lauren, i want to start -- that thing is way down. stock is down 4%. >> they mak
i told you last week i sold some down but i still have my nvidia, microsoft, facebook, fingers crossed about earnings today. i will wait and see what shows up. the good news is there were some beaten up stocks on earnings but microsoft after an ugly yesterday is up $9 so the big institutions are not worried that microsoft's earnings, if earnings come in well, evaluations in the trees, trees can keep growing if they wanted. stuart: donald trump is looking strong, looks like he could win in...
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Feb 22, 2024
02/24
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microsoft, you'll like this, openai is working on something called sora. you can text artificial intelligence to create a video and then eventually add sound to that video. think of the chips that are necessary if to train such models. i mean, this is the stuff that's happening. and that's just one example. stuart: in this has really got you excited, hasn't it? if i can tell. you're pumping -- pumpedded up about that. [laughter] it's good stuff. all right, change the subject. some earnings reports came out before the bell including moderna which is up 8. laura: i'm more excited about this. -- lauren: it was a surprise. they reported earnings of 55 cents a share, and i'm going to give you the expectations. wall street was expecting a 99 cent loss. so amazing. they're diversifying past covid. they've got new drugs, think cancer, rare diseases, and they're trying to leverage their m pressure na -- mrn if a technology. that one they're expecting a green light from the regulators for an rsv vaccine. stuart: wayfair, deal with them fast, please. lauren: still re
microsoft, you'll like this, openai is working on something called sora. you can text artificial intelligence to create a video and then eventually add sound to that video. think of the chips that are necessary if to train such models. i mean, this is the stuff that's happening. and that's just one example. stuart: in this has really got you excited, hasn't it? if i can tell. you're pumping -- pumpedded up about that. [laughter] it's good stuff. all right, change the subject. some earnings...