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Apr 9, 2024
04/24
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ALJAZ
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it does, but the problem is, isn't it, does it, does he relate to microsoft, the microsoft platform, it does everything. so well, it's so easy to use it so cumbersome to bring in different apps and different platforms to it. but maybe that just isn't room for single product companies in the market. this is this fundamental question of many regulators around the world. i'm troubling with when it comes to digital platforms. the essence of digital tap forms is that they are eco systems and they find it very easy to extend the office of the off the products. they offer a multiple functionalities that if they do they use that is that they use, it gets a seamless product which works well, which is integrated and this is down them into platforms. army. nope, because sure gets a benefit. they buy a single product, it works seamlessly, they don't have to bother their head, we'd assembling different things together and it works. the problem does this great . so like the latest is that they're faced by very vocal completeness. like slack like is the same, but how are we going to have this? so b
it does, but the problem is, isn't it, does it, does he relate to microsoft, the microsoft platform, it does everything. so well, it's so easy to use it so cumbersome to bring in different apps and different platforms to it. but maybe that just isn't room for single product companies in the market. this is this fundamental question of many regulators around the world. i'm troubling with when it comes to digital platforms. the essence of digital tap forms is that they are eco systems and they...
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Apr 26, 2024
04/24
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and microsoft took centre stage. both beat expectations on earnings and revenue thanks in no small part to investments in artificial intelligence. one standout spot for alphabet was google cloud revenue, whichjumped 28% in 01. a lot of generative ai tools rely on the cloud to reach customers. alphabet announced some good news for investors. it's first ever dividend of 20 cents per share. and an additional $70 billion buy—back. that initially sent shares into the double digits after the bell. and for microsoft's part, its intelligent cloud division delivered greater revenue than expected thanks to a boost from microsoft's partnership with openai, the creator of chatgtp. the creator of chatgpt. shares of microsoft also initially rose on the news. and together they should go some way toward restoring confidence in the tech sector, which was shaken on wednesday when meta stock fell after its own earnings report and after the wider market was rattled thursday morning by slowing us gdp and stubborn inflation. joining me
and microsoft took centre stage. both beat expectations on earnings and revenue thanks in no small part to investments in artificial intelligence. one standout spot for alphabet was google cloud revenue, whichjumped 28% in 01. a lot of generative ai tools rely on the cloud to reach customers. alphabet announced some good news for investors. it's first ever dividend of 20 cents per share. and an additional $70 billion buy—back. that initially sent shares into the double digits after the bell....
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Apr 11, 2024
04/24
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it shows that now that activision is under the microsoft umbrella... that activision is under the microsoft umbrella. . .- that activision is under the microsoft umbrella... how big is the chinese _ microsoft umbrella... how big is the chinese market - microsoft umbrella... how big is the chinese market they - microsoft umbrella... how big| is the chinese market they are going after?— going after? this could be massive- _ going after? this could be massive. this _ going after? this could be massive. this game - going after? this could be massive. this game could j going after? this could be - massive. this game could add 10-15% massive. this game could add 10— 15% additional revenue opportunity for microsoft when it comes to blizzard and when it comes to blizzard and when it comes to these games. i mean, it's been a missing piece in the puzzle. and i think we microsoft word after activision this was one of the strategic, what i've used areas they needed to focus on. and as a check the box for modela and redmond. check the box for modela and redmond-— redmond. now, the netease blizzard
it shows that now that activision is under the microsoft umbrella... that activision is under the microsoft umbrella. . .- that activision is under the microsoft umbrella... how big is the chinese _ microsoft umbrella... how big is the chinese market - microsoft umbrella... how big is the chinese market they - microsoft umbrella... how big| is the chinese market they are going after?— going after? this could be massive- _ going after? this could be massive. this _ going after? this could be...
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Apr 25, 2024
04/24
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BBCNEWS
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to microsoft partnership but with openai, the creator of chat gbd. and together, they should go some way through restoring confidence in the tech sector which was shaken wednesday after meda's stock fell after its earnings report and the market was rattled by slowing us gdp and stubborn inflation. let's stay in the us where the latest data show its economy grew at its slowest pace in nearly two years in the first three months of the year. traditional demand is what led to the lower forecast. let's stay in the us where the latest data show its economy grew at its slowest pace in nearly two years in the first three months of the year. the personal consumption expenditures price index, which is a key indication of inflation — rose 3.4% for the quarter. investors are now trimming their expectations that the federal reserve will cut rates before september. as we've been reporting on newsday, us secretary of state is meeting chinese officials on a three—day trip. tensions over economic ties have been a flash point between washington and beijing. antony
to microsoft partnership but with openai, the creator of chat gbd. and together, they should go some way through restoring confidence in the tech sector which was shaken wednesday after meda's stock fell after its earnings report and the market was rattled by slowing us gdp and stubborn inflation. let's stay in the us where the latest data show its economy grew at its slowest pace in nearly two years in the first three months of the year. traditional demand is what led to the lower forecast....
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Apr 25, 2024
04/24
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microsoft is around 30% cloud growth. i'm looking for google and aws to start to share a little more data and give us more visibility . but i love that microsoft came out and said this is how much of our azure growth is tied to ai. that says the company is comfortable, the deals are growing, enterprises are spending more with them and it is ai specific. paul: let's look at intel, some disappointing sales and profit numbers, but i understand you have in speaking with the ceo. did you hear anything that reassured you? >> intel is a multi-year investment play for a lot of investors looking for that short-term win. they have to understand the new segmentation, the products and foundry is all about becoming a critical infrastructure partner to the u.s. and the west for a supply chain resiliency, national defense, global technology and economic readership. i think intel has made the commitment. in the conversations we've had and he has shared publicly is that the company -- company has hit targets. it was a problem for a long t
microsoft is around 30% cloud growth. i'm looking for google and aws to start to share a little more data and give us more visibility . but i love that microsoft came out and said this is how much of our azure growth is tied to ai. that says the company is comfortable, the deals are growing, enterprises are spending more with them and it is ai specific. paul: let's look at intel, some disappointing sales and profit numbers, but i understand you have in speaking with the ceo. did you hear...
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Apr 29, 2024
04/24
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is the keynote speaker at key events the microsoft is hosting an jakarta, events the microsoft is hosting anjakarta, kuala lumpurand anjakarta, kuala lumpur and bangkok anjakarta, kuala lumpurand bangkok over the next three days. it is microsoft showing off all of its ai technology or some of it giving it a taste of the software engineers, data scientists and architectures in this region so they get a chance to see what is made of in this trip comes a week after some solid earnings of microsoft died and they have invested heaps of money into this technology and has been reporting here seen and investors are very excited by the prospect of this, he is not the prospect of this, he is not the only tech giant to have beenin the only tech giant to have been in this part of the world we saw tim cook from apple this month and he visited and spoke with leaders in indonesia as well as vietnam. you may ask yourself why southeast asia? it is in a solid trajectory when it comes to its digital economy are the reasons why is because they're tapping into the tower pool and expansion of population size b
is the keynote speaker at key events the microsoft is hosting an jakarta, events the microsoft is hosting anjakarta, kuala lumpurand anjakarta, kuala lumpur and bangkok anjakarta, kuala lumpurand bangkok over the next three days. it is microsoft showing off all of its ai technology or some of it giving it a taste of the software engineers, data scientists and architectures in this region so they get a chance to see what is made of in this trip comes a week after some solid earnings of microsoft...
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Apr 25, 2024
04/24
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CNBC
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here is where microsoft is more based on the multiple that microsoft is tradingat 35 time pe that's a little bit more on the sensitivity from rates less so far google alphabet is a story of what is going on in their business and disruption in the search business >> all right nimrit kang, thank you preview of microsoft and alphabet earnings after the bell today. >>> coming up after the break, micron is set to receive billions from the chips archact. >>> first the big money movers ford is moving higher with the strength of the commercial unit with the offset of ev losses it is lowering estimates and raising the adjusted free cash flow outlook. >>> whirlpool is increasing prices by 5% in north america due to sticky inflation and cutting 1,000 jobs to expand profit margins shares down 20% in the last year and 30% off the 52-week high >>> align technologies beating first quarter estimates and growing revenue by 6% thanks to the asia pacific region. shares up 5% right now we'll have more after the break. stay with us o find a doctor when? what about zocdoc? so many options. yeah, and dr. xi
here is where microsoft is more based on the multiple that microsoft is tradingat 35 time pe that's a little bit more on the sensitivity from rates less so far google alphabet is a story of what is going on in their business and disruption in the search business >> all right nimrit kang, thank you preview of microsoft and alphabet earnings after the bell today. >>> coming up after the break, micron is set to receive billions from the chips archact. >>> first the big...
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Apr 26, 2024
04/24
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ed: microsoft and google post strong results. caroline: jeff bezos and andy jassy deleting chaps amid an antitrust probe. let's check in on these markets. this is a macro picture on the day and some earnings galvanizing a drive higher. nasdaq up more than 2% then. we see the core pce that the fed so loves coming in line. we are not calling, but we are not exceeding expectations. the market is relieved and we are seeing about of good, healthy increase in certain stocks. a 10 year yield dives down onto the back of that pce number. even though we see bonds indeed rallying coming yields falling lower, the dollar still resilient against the japanese yen. will we see intervention from the boj? moving on, have a look at what it is doing against bitcoin. dollar strength against bitcoin. crypto on the downside. ed: it is all about earnings. intel is off session lows. and just a moment, ian king will give us the numbers and then we will speak to the intel ceo. microsoft and alphabet are all about cloud growth driven by ai products. microso
ed: microsoft and google post strong results. caroline: jeff bezos and andy jassy deleting chaps amid an antitrust probe. let's check in on these markets. this is a macro picture on the day and some earnings galvanizing a drive higher. nasdaq up more than 2% then. we see the core pce that the fed so loves coming in line. we are not calling, but we are not exceeding expectations. the market is relieved and we are seeing about of good, healthy increase in certain stocks. a 10 year yield dives...
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Apr 9, 2024
04/24
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. >> i was very concerned about the review board about a microsoft breach. they say among other things not to correct is inaccurate, the statement that microsoft believed and it determined the root cause of the intrusion, i don't need to go on and finish it, but this is obviously a very difficult thing. but i know that the review board was really, anything you think was going to change? >> i think the review board did a fantastic job and it really highlights the value of this with the administration. that being said i think it does highlight the inadequacies that we've seen from microsoft and to your comment about this public information and i talked about this several times with you, just the lack of a transparency. you have to be clear and you have to be honest. before you actually correct it, you have to scratch your head and wonder what the reason was. >> anybody could go, microsoft is big so it obviously has a lot of clients. is just a percentage like anybody else in your business. >> from microsoft's perspective, obviously there big and i think that's
. >> i was very concerned about the review board about a microsoft breach. they say among other things not to correct is inaccurate, the statement that microsoft believed and it determined the root cause of the intrusion, i don't need to go on and finish it, but this is obviously a very difficult thing. but i know that the review board was really, anything you think was going to change? >> i think the review board did a fantastic job and it really highlights the value of this with...
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Apr 26, 2024
04/24
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BLOOMBERG
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the positive story came through for microsoft an alphabet. the fact they are able to monetize in the cloud business, the investments around ai. i want to give you a look at what's happening in terms of multiples and the valuation story. we know this is been a concern and investors are wringing their hands. look at tesla. it's at a challenging year. elon musk was able to sway those concerns and the earnings call. you are still down double digits for tesla and this is the 12 month blended pe, 59 times for tesla, despite the challenges it faces in the chinese market. all of that playing into the mix. meta-is looking cheap. they had a challenging earning story in terms of the outlook. 20 times versus 59 times. that tells you a lot about how things are shaping up. let's have a look at the biggest story. i want to give you context in terms of softness. the japanese yen is down 40%. 40% versus the u.s. dollar. the bank of japan coming through with what bloomberg economic says was a dovish hole. that story continues to be in focus. more analysis on t
the positive story came through for microsoft an alphabet. the fact they are able to monetize in the cloud business, the investments around ai. i want to give you a look at what's happening in terms of multiples and the valuation story. we know this is been a concern and investors are wringing their hands. look at tesla. it's at a challenging year. elon musk was able to sway those concerns and the earnings call. you are still down double digits for tesla and this is the 12 month blended pe, 59...
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Apr 16, 2024
04/24
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and microsoft. of course, energy continues to be the constraint but use cases are exploding across the board and now this fourth industrial revolution is here being led by jenson and adele. caroline: we thank you. let's go to a key player, apple, pledged to buy more components and accessories and devices from vietnam suppliers. the move is a big boost for the southeast asian companies and vietnam emerges as a electronics hub and apple is looking to shift production of their gadgets away from china to minimize the geopolitical use and they're exploring india and vietnam which has seen a four poll increase in companies assembling apple products over the last decade. let's talk about global regulation for a moment and joined with the european commissioner of financial services to discuss all things digital finance and regulation, ed. ed: we're looking at erickson, the swedish shares, 2% higher as it stands and the u.s. a.d.r. is higher even still than that. beat on earnings and it's really interesting,
and microsoft. of course, energy continues to be the constraint but use cases are exploding across the board and now this fourth industrial revolution is here being led by jenson and adele. caroline: we thank you. let's go to a key player, apple, pledged to buy more components and accessories and devices from vietnam suppliers. the move is a big boost for the southeast asian companies and vietnam emerges as a electronics hub and apple is looking to shift production of their gadgets away from...
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Apr 26, 2024
04/24
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microsoft share up 4%. timothy, thank you >>> coming up on "worldwide exchange," thanks, but no thanks mega mining merger looks like it wy be over before it starts weill be right back right after this break . people person. but he is an “i can solve this in 4 different ways” person. you need clem. clem needs benefits. work with principal so we can help you with a plan that's right for him. you know what i'm saying? let our expertise round out yours. >>> welcome back to "worldwide exchange." we start with anglo american rejecting the takeover proposal from bhp saying it is significantly under valuing the company and prospects. in a statement, the chairman calls the bid unattractive and creates substantial uncertainty and execution risks for the company and other shareholders shares of both companies trading lower. >>> the bank of japan keeping rates unchanged after the policy meeting. this after inflation came in lower than expected for the month. the boj will buy bonds at the same pace as previous month
microsoft share up 4%. timothy, thank you >>> coming up on "worldwide exchange," thanks, but no thanks mega mining merger looks like it wy be over before it starts weill be right back right after this break . people person. but he is an “i can solve this in 4 different ways” person. you need clem. clem needs benefits. work with principal so we can help you with a plan that's right for him. you know what i'm saying? let our expertise round out yours. >>> welcome...
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Apr 26, 2024
04/24
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microsoft said 7% of growth in cloud was coming from a.i. products meta is actually not really clear what their business model is going to be they are giving away the models. >> investors do not like the metaverse one bit. one thing that is underreported is the digital ad business google with a rebound. double bdigits year over year. what does that tell you about the companies for microsoft and the tens of billions for google. for amazon, it is a big and growing business how important will the digital ad business be going forward >> it is the business. what happens is most companies captured attention of all of the people in the world and they are selling ads. ads are profitable this is what amazon realized everyone is coming to amazon to buy products and they will think let's sell them ads. if you look at the amazon page, 70% of it is ads they are paying for. this is an important business. the growth is continuing you saw acceleration with the youtube ads and growth with search ad business is here to stay. >> was this the "show me" quarter
microsoft said 7% of growth in cloud was coming from a.i. products meta is actually not really clear what their business model is going to be they are giving away the models. >> investors do not like the metaverse one bit. one thing that is underreported is the digital ad business google with a rebound. double bdigits year over year. what does that tell you about the companies for microsoft and the tens of billions for google. for amazon, it is a big and growing business how important...
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Apr 11, 2024
04/24
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staying in china where microsoft's blizzard entertainment unit could be back with popular games such as world of warcraft by this summer under a pending deal with chinese gamer netease. if it goes through, the move may also signal a marked change of cooperation and agreements on entertainment software in the huge market. that's according to tech analyst dan ives from wedbush securities. it's big. and the fact that they're going after china is significant. i think it shows a new era, especially on the gaming side, now that activision is under the microsoft umbrella. how big is the chinese market that they're going after? i mean, this could be massive. i mean, when you think of it from a gaming perspective, this could incrementally add ten, 15% additional revenue opportunity for microsoft when it comes to blizzard and it comes to these games. i mean, it's been a missing piece in the puzzle. and i think when microsoft went after activision, this was one of the strategic — what i view as areas that they needed to focus on. and it's a check the box for nadella and redmond. now the netea
staying in china where microsoft's blizzard entertainment unit could be back with popular games such as world of warcraft by this summer under a pending deal with chinese gamer netease. if it goes through, the move may also signal a marked change of cooperation and agreements on entertainment software in the huge market. that's according to tech analyst dan ives from wedbush securities. it's big. and the fact that they're going after china is significant. i think it shows a new era, especially...
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Apr 24, 2024
04/24
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i think microsoft and amazon will also deliver the goods. and so i think you're setting up where these multiples and the growth we have last year in stock appreciation is going to be warranted and will help lift up the rest of the market. to your point about these six names versus the other 494, i think once we get into the second and third quarter of the year, the other names, the other names in the s&p from a revenue and earnings, are going to start to pick up i think this is just a q1 year over year. i'm about the negative earnings growth >> weiss, are we going to meet the moment if you look at the mega cap, we're not here without that, obviously. nvidia is up 100% in six months. meta is up 66% in six months amazon, alphabet, 39%, 29.5%, respectively microsoft, 24% we can take apple out for now. it's irrelevant to our conversation the question is, are they going to live up to the hype so to speak? >> i believe they will, actually i think that meta and microsoft -- i don't want to say definitely but a much higher probability on meta. micro
i think microsoft and amazon will also deliver the goods. and so i think you're setting up where these multiples and the growth we have last year in stock appreciation is going to be warranted and will help lift up the rest of the market. to your point about these six names versus the other 494, i think once we get into the second and third quarter of the year, the other names, the other names in the s&p from a revenue and earnings, are going to start to pick up i think this is just a q1...
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Apr 18, 2024
04/24
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i'm not hating on microsoft. what i'm saying is i'm not add to go microsoft today. i'm adding to amazon by the way, nvidia is looking tempting to add to >> what's the biggest risk in the microsoft quarter? what's the worst thing that could indicate -- >> the worst risk -- >> i was just going to say >> no risk >> he said there's no risk jim lebenthal said that. not me not josh not liz. >> if i'm trading ahead of the quarter, what i would worry about is the commercialization effort of openai is going slower than what the market is hoping for. >> okay, fine. how about if i agree with you that is actually maybe even likely >> you already said otherwise, too late >> you already said there was no risk that would be a major problem. >> well, okay -- >> goes to my benefit of the doubt comment. >> this is where we differ i don't think it's major i don't. i don't think that's something that if that happens, josh, people wake up in the morning and say, this is a crummy stock. i want to get rid of microsoft >> don't you think we've talked about sort of looking down the a.i. hig
i'm not hating on microsoft. what i'm saying is i'm not add to go microsoft today. i'm adding to amazon by the way, nvidia is looking tempting to add to >> what's the biggest risk in the microsoft quarter? what's the worst thing that could indicate -- >> the worst risk -- >> i was just going to say >> no risk >> he said there's no risk jim lebenthal said that. not me not josh not liz. >> if i'm trading ahead of the quarter, what i would worry about is the...
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Apr 26, 2024
04/24
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it was different in alphabet and microsoft last night microsoft had an interesting answer to this capex problem right now demand is outstripping the supply of ai capabilities. we will spend oodles and oodles of cash on this. >> when they say demand is outstripping supply, does that mean companies are going to them saying here is how we think ai could help us. and google says we don't have the application to put that in but we could invest and build it >> sort of it's mostly happening in the cloud, especially with open ai because of the relationship between microsoft and open ai. when people go to open ai and use their technology for their own apps, for their own services, for their own chat bots, so much is running on the microsoft azure cloud. next weekly will get a different story. amazon will probably be caulking about capex. in fact, they announced it yesterday. probably to get ahead of the negative reaction meta had but they're also being very aggressive with their buildout apple is a completely different story. we don't know where they fit into this ai picture how much of that is
it was different in alphabet and microsoft last night microsoft had an interesting answer to this capex problem right now demand is outstripping the supply of ai capabilities. we will spend oodles and oodles of cash on this. >> when they say demand is outstripping supply, does that mean companies are going to them saying here is how we think ai could help us. and google says we don't have the application to put that in but we could invest and build it >> sort of it's mostly...
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Apr 26, 2024
04/24
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FBC
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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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can alphabet compete with the big boys, microsoft and aws? tom: breaking down the detail on the meta-story and investor disappointment around spending plans, setting us up for a big day of tech earnings. ai unicorns. a new generation of ai avatars. a ceo joins me for an exclusive conversation. later, eight a ceo joins me as they report revenue. we have interviews on gas and oil prices as well. stay with us. this is bloomberg. ♪ tom: welcome back to bloomberg daybreak: europe. ai unicorns and thieves yet is -- synthesia says so card -- so-called expressive avatars can react emotionally to what they are required to say resulting in more humanlike digital twins. the company saw the valuation hit $1 billion last year when it raised $90 million in funding. joining me is victor, the ceo. good morning and thanks for joining us. a major upgrade for you and the business. what are the use cases for this and what have clients said so far? it is early but what does this tell us about the ambitions of synthesia? >> what we are seeing so far, for the las
can alphabet compete with the big boys, microsoft and aws? tom: breaking down the detail on the meta-story and investor disappointment around spending plans, setting us up for a big day of tech earnings. ai unicorns. a new generation of ai avatars. a ceo joins me for an exclusive conversation. later, eight a ceo joins me as they report revenue. we have interviews on gas and oil prices as well. stay with us. this is bloomberg. ♪ tom: welcome back to bloomberg daybreak: europe. ai unicorns and...
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Apr 30, 2024
04/24
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a reminder that we will be closely watching the microsoft chief executive's visit the southeast asia this week. his first sto southeast asia this week. his first step is — southeast asia this week. his first stop is indonesia where he is about to meet the president and is scheduled to attend an artificial intelligence event in the coming hours. he is expected to share insights on al with local developers and indonesian businesses well. thank you for your company, see you again tomorrow. hello. this is zof with the catch up. tonight, why could the price of biscuits could be going up. the london marathon praise continues and a cinema for dogs. we start with humza yousaf as he has resigned as scotland's first minister after 13 months. his party, the snp, teamed up with the scottish greens in government but he ended the deal last week. it was after they disagreed about decisions on things like climate pledges and puberty blockers for people under 18. politicians from other parties then called for a vote on whether humza yousaf should stay on as first minister. he will be stepping away
a reminder that we will be closely watching the microsoft chief executive's visit the southeast asia this week. his first sto southeast asia this week. his first step is — southeast asia this week. his first stop is indonesia where he is about to meet the president and is scheduled to attend an artificial intelligence event in the coming hours. he is expected to share insights on al with local developers and indonesian businesses well. thank you for your company, see you again tomorrow....
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Apr 23, 2024
04/24
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microsoft, alphabet on thursday. i'll be speaking to alphabet's president on those earnings on thursday. now, meta, microsoft, alphabet will be more of an a.i. story to show if they're actually starting to make money from this new technology and not just all hype. kelly: yeah. we're going to see, susan, if tesla's able to retain its status as a mag 7 or if we're going to go down to a mag 6 later today. thank you, super, appreciate it. >>> okay. and you can see some profiles of some of tech's richest people all this week on fox nation. who is jeff bezos debuts today, who is mark zuckerberg tomorrow, and who is elon musk is streaming now. that can be found only on fox nation. >>> okay. well, a massive jump today in new home sales showing cracks in the housing market tundra. the superstar real estate duo jen and dolly lenz are here to tell us if they see the high-rate ice jam about to break in that frozen-over housing market. ticker iyr up nearly 12% over 6 months. "the claman countdown" coming right back. ♪ ♪ after
microsoft, alphabet on thursday. i'll be speaking to alphabet's president on those earnings on thursday. now, meta, microsoft, alphabet will be more of an a.i. story to show if they're actually starting to make money from this new technology and not just all hype. kelly: yeah. we're going to see, susan, if tesla's able to retain its status as a mag 7 or if we're going to go down to a mag 6 later today. thank you, super, appreciate it. >>> okay. and you can see some profiles of some of...
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Apr 26, 2024
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alphabet microsoft deliver
alphabet microsoft deliver
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Apr 26, 2024
04/24
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microsoft didn't close on the highs. a lot of stuff gave back a little bit of ground those are great headlines. next week we've got a fed meeting, a payroll number on friday, a lot of dynamics for the macro that i think could change how good everybody feems. where were we last friday? >> you see a pullback in the markets. you see a pullback in nvidia but you see rates going higher, you still buy nvidia >> yes, i think ultimately -- and there is a bid below nvidia less than there is a bid -- it's got more of a bid to it on a dip than the market does right here. >> i think the market is going to pull back i'm staying with i think we're going to test that 200 day which is 4690 in the s&p very rarely do you tap the 50 and then not go through the 100, down to the 200 to test the 200. i feel as if -- i've been positive on the market i feel as if even the bulls would like a status check on the market because i'm not saying this is going to be a long-term test, i think we're going to test it and rebound. >> it was a little bit s
microsoft didn't close on the highs. a lot of stuff gave back a little bit of ground those are great headlines. next week we've got a fed meeting, a payroll number on friday, a lot of dynamics for the macro that i think could change how good everybody feems. where were we last friday? >> you see a pullback in the markets. you see a pullback in nvidia but you see rates going higher, you still buy nvidia >> yes, i think ultimately -- and there is a bid below nvidia less than there is...
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Apr 30, 2024
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microsoft will train 2.5 million people in the region with a.i. skills. >> silvana, thank you. >>> we have more to come here on "worldwide exchange," including the one word that investors need to know today. first, does mcdonald's have what it takes to break the three quarter sales losing streak with the stock down 7% this year. >>> we have your big money movers and why coursera is plunging ahead of the open. down double digits. >>> and later on in the show, amazon numbers you need to know ahead of the report. it it's a very busy hour on "worldwide exchange." stay with us. that you and your family need. i promise to put your long-term financial well-being above any short term transaction. everyone has a big picture. my job is to help you invest in yours. [announcer] charles schwab is proud to support the independent financial advisors who are passionately dedicated to helping people achieve their financial goals. visit findyourindependentadvisor.com (grandpa vo) i'm the richest guy in the world. to helping people achieve their financial goals. hi
microsoft will train 2.5 million people in the region with a.i. skills. >> silvana, thank you. >>> we have more to come here on "worldwide exchange," including the one word that investors need to know today. first, does mcdonald's have what it takes to break the three quarter sales losing streak with the stock down 7% this year. >>> we have your big money movers and why coursera is plunging ahead of the open. down double digits. >>> and later on in the...
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Apr 16, 2024
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as part of this deal, microsoft president brad smith will join g42's board and they will use microsoft's cloud to run its ai models. and additional billion from the two companies together will also go towards training a local ai work force. micro soft has a growing number of ai footholds around the world. just the last six months or so, $2.9 billion investment in ai infrastructure in japan last week. opening ai office in london, small investment in the french startup and $3.5 billion for data centers in germany. now, what microsoft gets out of today's deal, not just a stake in some hot ai startup, it's also a guarantee of more business for its azure cloud unit the middle east. the more ai activity happen on azure, the more money microsoft makes. a geopolitical angle also part of this deal and it's kind of unusual. the u.s. and uae governments are on board with the deal after micro soft committed to secure development of ai with g42. but it goes further than that. as the u.s. tries to prevent china from gaining an advantage in ai, a congressional committee earlier this year flagged g42 fo
as part of this deal, microsoft president brad smith will join g42's board and they will use microsoft's cloud to run its ai models. and additional billion from the two companies together will also go towards training a local ai work force. micro soft has a growing number of ai footholds around the world. just the last six months or so, $2.9 billion investment in ai infrastructure in japan last week. opening ai office in london, small investment in the french startup and $3.5 billion for data...
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Apr 8, 2024
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it assessed a microsoft exchange online intrusion. let's dig into what that report showed, the limitations, and overall the cybersecurity space as it sits now. former cybersecurity and infrastructure security agency chief of staff kiersten todt joins us now. we do not want to overlook this. it came at the beginning of last week, but it almost highlighted 101 cybersecurity etiquette that seemed to have failed at microsoft. can you detail a bit about what you thought about the report? kiersten: so the cyber safety review board, it was launched in 2020 one and executed in 2022. this was the third investigation conducted. last august, the secretary of homeland security said the review board was going to look into this intrusion that occurred in may and june. what it found most pacific lay was in the intrusion was preventable and should have never occurred. the intrusion itself hacked into the el systems of over 500 individuals in 22 organizations, but specifically, it hacked into the email of the u.s. secretary of commerce, gina raimondo,
it assessed a microsoft exchange online intrusion. let's dig into what that report showed, the limitations, and overall the cybersecurity space as it sits now. former cybersecurity and infrastructure security agency chief of staff kiersten todt joins us now. we do not want to overlook this. it came at the beginning of last week, but it almost highlighted 101 cybersecurity etiquette that seemed to have failed at microsoft. can you detail a bit about what you thought about the report? kiersten:...
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Apr 22, 2024
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meta, you've got meta, alphabet, microsoft all on deck. for that let's go to steve kovach with a look at what to expect. steve? >> reporter: hey there, tyler. it will start this week with meta on wednesday, and then we get microsoft earnings and alphabet on thursday. amazon and apple are coming next week. take a look at each one of these names through the lens of ai. not big business yet for any of these names, but some are progressing more than others. let's call this your ai gut check. let's start with meta partnering with google last week to power a new version of its meta ai chatbot. the most important thing here for meta is engagement, proving this keeps people using meta apps like whatsapp and instagram and facebook. it debuted to millions of users last week starting with a huge user base to start with there. one thing to listen here is any hints at co-pilot sales. that's the digital ai assistant they're selling, and a taste of ai revenue growth from the azure cloud unit. over to alphabet, reorganizing their product teams ahead of ai
meta, you've got meta, alphabet, microsoft all on deck. for that let's go to steve kovach with a look at what to expect. steve? >> reporter: hey there, tyler. it will start this week with meta on wednesday, and then we get microsoft earnings and alphabet on thursday. amazon and apple are coming next week. take a look at each one of these names through the lens of ai. not big business yet for any of these names, but some are progressing more than others. let's call this your ai gut check....
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Apr 20, 2024
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. >> other companies including microsoft, off about, amazon and also meta, what you watching. >> microsoft is the biggest company in the world right now so the big question to maintain the earnings momentum that got it there investors are good be looking for an uptake on the new copilot a.i. software. >> what is the news there. >> meta is up 35% for the year and concerns for the margins and speaking of a.i. this packs week they launched a meta a.i. chabad and head-to-head with the chat box with openai, google and microsoft. sean.jack: only good news and te shiny thing in the market is called. >> the metal gold is one of the better asset classes up 15% hit $24 an ounce and why attire is tougher to determine normally when you have higher market interest rates in the u.s. like you had this year gold goes lower but it goes higher and you had redemption from some of the big u.s. gold etf's like the spider gold trust, the gld, what seems to be happening you see stronger demand from outside of the united states the central banks are buying including china as well as asian investors and people may
. >> other companies including microsoft, off about, amazon and also meta, what you watching. >> microsoft is the biggest company in the world right now so the big question to maintain the earnings momentum that got it there investors are good be looking for an uptake on the new copilot a.i. software. >> what is the news there. >> meta is up 35% for the year and concerns for the margins and speaking of a.i. this packs week they launched a meta a.i. chabad and...
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Apr 26, 2024
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tyler, golly, microsoft, they're spending the cash. but, you know, so is pet that. meta's getting punished for it, microsoft being rewarded for it. what's that all about? >> well, i think the main difference is microsoft has a proven if track record in spending cap-x, right? they weren't trying to do the met verse, they have great distributioned models to sell these services to enterprise companies. we view cap-x as a signal of strength, as a signal of future a.i. demand. so we're thinking they might spend $70 billion next year on cap-x, maybe 80 if things really take off. charles: wow. how are you going to -- they going to buy back their stock if that i do that? [laughter] -- if they do that? charles: we had a screen up a moment ago while you were talking, and it's just sort of amazing in my mind because, listen, we want these companies to invest the sort of money, cap-x, but this is the copse traited s&p 500 cap-x, and you can see just the top 10 companies, 29 of the s&p, you know, cap-x, 54% of r&d. it's like, you know, i love entrepreneurship, i lo to see someon
tyler, golly, microsoft, they're spending the cash. but, you know, so is pet that. meta's getting punished for it, microsoft being rewarded for it. what's that all about? >> well, i think the main difference is microsoft has a proven if track record in spending cap-x, right? they weren't trying to do the met verse, they have great distributioned models to sell these services to enterprise companies. we view cap-x as a signal of strength, as a signal of future a.i. demand. so we're...
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Apr 25, 2024
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double digit growth and monetisation models that are winning, so meta, amazon, microsoft and nvidia have it. declining revenue of growth — apple and tesla are falling out of favour, the mag seven becoming a fab five. elsewhere, president biden has signed into law a bill which gives tiktok�*s chinese owner, bytedance nine months to divest it or the social media app will be banned in the us. but tiktok has vowed to take legal action, saying in a statement that the us law is unconstitutional and that the company has gone to great lengths to ensure us user data is safe and free from outside manipulation. ray told me how he sees the situation with ticktum. —— tiktok. it's a lot more complicated. this is the only thing both parties in the us is critical on. the competition is really how the data will be separated. one model puts the data of a us server and of course divesting some of the ownership and the governance restrictions. that's the challenge but this is not a first amendment issue or national security issue, it's a reciprocity issue. if china would allow facebook and google to
double digit growth and monetisation models that are winning, so meta, amazon, microsoft and nvidia have it. declining revenue of growth — apple and tesla are falling out of favour, the mag seven becoming a fab five. elsewhere, president biden has signed into law a bill which gives tiktok�*s chinese owner, bytedance nine months to divest it or the social media app will be banned in the us. but tiktok has vowed to take legal action, saying in a statement that the us law is unconstitutional...
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Apr 2, 2024
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microsoft is towards the high end of its multiple range historically, but this is a different microsoft. this company is better than the last 10 or 15 years. it should trade at a higher multiple, but i also want to jump back into amazon. i agree with brent, microsoft has ran laps around aws but aws is a place to catch up, it's bigger than azure and has the technology and can deliver the same services to its customers. it's not getting any credit. it's trading towards the middle of its historical multiple range. so as it catches up and delivers more of these tools, we think it will outperform. >> what gives you the confidence they're going to be able to deliver those tools to their customers and execute in the way you believe? >> so just like microsoft made the big investment in openai, amazon made an investment in anthropic. interestingly it took that product and said we're going to build an end to amazon and use amazon chips and put it on aws and we're going to provide the same tools. if you look at the technologies, they're fairly xcomparable at this point. everybody started on openai
microsoft is towards the high end of its multiple range historically, but this is a different microsoft. this company is better than the last 10 or 15 years. it should trade at a higher multiple, but i also want to jump back into amazon. i agree with brent, microsoft has ran laps around aws but aws is a place to catch up, it's bigger than azure and has the technology and can deliver the same services to its customers. it's not getting any credit. it's trading towards the middle of its...
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Apr 10, 2024
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microsoft would be grounded. but microsoft, they were beating up in 2000, and ever since then, free ride. >> you think they have not received enough scrutiny for their lack of and/or -- i mean, they're so important for the number of hacks that have taken place and/or their unwillingness to fully communicate around them. >> i think they're -- i think that they're surprised there isn't more appropriate. i think satya nadella would say, we're trying frantically to get this culture together and this is never going to happen again. the report by homeland security -- this is not a department of google and amazon -- is so damning, that i was like, no, they could not have lied to homeland security, could they? could they have said a hack was done, rooted out, and it wasn't? >> seems like a bad thing to choose to do. >> suboptimal. >> yes. >> but anyway, i think that george brought it out. i'm trying to get the department of homeland security guy on. we did read a statement from microsoft, which admit, by the way, they go
microsoft would be grounded. but microsoft, they were beating up in 2000, and ever since then, free ride. >> you think they have not received enough scrutiny for their lack of and/or -- i mean, they're so important for the number of hacks that have taken place and/or their unwillingness to fully communicate around them. >> i think they're -- i think that they're surprised there isn't more appropriate. i think satya nadella would say, we're trying frantically to get this culture...
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Apr 24, 2024
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wait >> dan >> yeah, microsoft i think the reaction to meta should make you cautious about microsoft. >> and guy >> happy wedding anniversary to a cnbc legend bill griffith and his wife >> all right >> newmont mining on the back of what karen was talking about >> thank you for watching "fast money," great to have you. "mad money" with jim cramer starts right now >> my mission is simple. to make you money. i'm here to level the playing field for all investors. there's always a market somewhere, and i promise to help you find it. madam money starts right now. hey, i cramer. i'm just trying to save you a little bit of money. my job is not just to entertain, but to teach you. call me at 1-800-743-cnbc. cash is rook. we said cash is king when the
wait >> dan >> yeah, microsoft i think the reaction to meta should make you cautious about microsoft. >> and guy >> happy wedding anniversary to a cnbc legend bill griffith and his wife >> all right >> newmont mining on the back of what karen was talking about >> thank you for watching "fast money," great to have you. "mad money" with jim cramer starts right now >> my mission is simple. to make you money. i'm here to level the...
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Apr 30, 2024
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right now, microsoft is running away with the show. so, how do they come up with something that's unique, exciting, interesting, that's going to catch people and right now, i don't think we've necessarily maybe heard that, they probably have that behind the scenes, we haven't heard it from them, so, we love to see that. i think it really goes down to the reason why tech investors are so disinvolved or excited about what's happening in the internet and software right now is that hardware, all of the a.i. is in the infrastructure category. it's in dell, amd, nvidia, and it's hard to get the interest of tech investors, because it hasn't come to the software layer yet. it will, and so, that's kind of the big question is, when does this actually have a bigger impact on revenue? >> thank you for being on today. how do you think about valuing aws, aside from the rest of the business? what are the right metrics, what are the right multiples? >> so, we do -- amazon's valued by us by sum of the parts. we break all of the businesses apart and app
right now, microsoft is running away with the show. so, how do they come up with something that's unique, exciting, interesting, that's going to catch people and right now, i don't think we've necessarily maybe heard that, they probably have that behind the scenes, we haven't heard it from them, so, we love to see that. i think it really goes down to the reason why tech investors are so disinvolved or excited about what's happening in the internet and software right now is that hardware, all of...
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Apr 26, 2024
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microsoft and alphabet put out a good print last night. and it's like meta never happened maybe it didn't happen it's all in the metaverse. nothing's real >> meta happened people ask when does volatility come to markets. it's almost always the result of policy uncertainty we're grappling with policy uncertainty here, and we should expect some swings but ultimately i come back to the idea that peak inflation, peak interest rates, peak tightening all favor stocks over the subsequent years and that's certainly been the case since inflation peaked in june 2022 and since the fed was done raising rates -- >> we'll call it wbi, wonky but interesting. do we care about the u.s. dollar it's soaring we should do a show on the japanese yen do we care that the dollar's up? or do we just care that the momentum's there, the stock buyers are there, consumers, to your point, are still there? >> broadly i think those things matter i don't think you can discount the dollar it's going to affect certain areas of the market more so than others we're in this per
microsoft and alphabet put out a good print last night. and it's like meta never happened maybe it didn't happen it's all in the metaverse. nothing's real >> meta happened people ask when does volatility come to markets. it's almost always the result of policy uncertainty we're grappling with policy uncertainty here, and we should expect some swings but ultimately i come back to the idea that peak inflation, peak interest rates, peak tightening all favor stocks over the subsequent years...
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Apr 26, 2024
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azure the cloud product for microsoft of 32%. ai creating demand. intel, down 11.3%, the worst day since april 2020. they aren't able to get in on the ai craze like some other companies. certainly not nvidia. the outlook is disappointing and that company is down sharply. katie: let's look at the tech 100 fund. we were talking about funds that provide access for retail traders to get to some of those private tech companies. look at what it is doing now. it is down over 20% today. the stock is trading near $18 per share. it was just below $100 earlier this month. we have the yen that got weaker, 157 against the u.s. dollar. we heard from the bank of japan that they kept their rates unchanged.as a result you can see the yen flirting with 30 plus year lows against the dollar. we will follow that a speculation about intervention heats up. fillin up the seats and the coffers at carnegie hall. our interview with the carnegie hall executive and artistic director. that is next. this is bloomberg. ♪ (traffic noises) (♪♪) the road to opportunity. is ofte
azure the cloud product for microsoft of 32%. ai creating demand. intel, down 11.3%, the worst day since april 2020. they aren't able to get in on the ai craze like some other companies. certainly not nvidia. the outlook is disappointing and that company is down sharply. katie: let's look at the tech 100 fund. we were talking about funds that provide access for retail traders to get to some of those private tech companies. look at what it is doing now. it is down over 20% today. the stock is...
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Apr 25, 2024
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microsoft has a clear a.i. model. they embed in in copilot and work flows meta is not selling chips or cloud services or a.i. models because they are based on open source how will they make money from a.i. they are spending all this money, but haven't put a strategy on it >> i want your thoughts on how you are reading that across the sector i want to share this quote with you from another analyst they said you blow the lights out or the market takes its pound of flesh i wonder if you agree with the sentiment. >> i think if you look at tesla, for example, you know, elon musk made a clear statement forget the automaker results, which were down, but focus on the future he sold it well. i don't buy it five years ago, tesla was all about electric vehicle and esg now electric vehicle sales are falling and china is getting competitive. now he is talking about autonomous driving that is possibly many years away there will be turbulence for companies like tesla back to your comment i guess it depends on investors. what i see i
microsoft has a clear a.i. model. they embed in in copilot and work flows meta is not selling chips or cloud services or a.i. models because they are based on open source how will they make money from a.i. they are spending all this money, but haven't put a strategy on it >> i want your thoughts on how you are reading that across the sector i want to share this quote with you from another analyst they said you blow the lights out or the market takes its pound of flesh i wonder if you...