0
0.0
Apr 25, 2024
04/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
satya nadella saw the potential in sam altman in the business he was doing. he started investments early and has continued to invest in that. microsoft has the capital to fuel a business like openai and chatgpt which of course has been a major catalyst for a boom in funding and investing in artificial intelligence. can microsoft stay ahead of the competition? microsoft needs to continue to capitalize on the openai relationship. at the same time, it's all about making sure that investors and your customers believe in your ai story. do they believe you are weaving ai into core products including search? microsoft has been a huge laggard behind google in search. if microsoft can start to steal some of the march on google when it comes to search in terms of being search engine for example, it would be a huge advantage for microsoft. paul: it's not been all champagne corks for the tech earnings. let's talk about intel. this company used to be the world's dominant chipmaker and has had a tough couple of quarters. what are they doing to turn things around? >> intel
satya nadella saw the potential in sam altman in the business he was doing. he started investments early and has continued to invest in that. microsoft has the capital to fuel a business like openai and chatgpt which of course has been a major catalyst for a boom in funding and investing in artificial intelligence. can microsoft stay ahead of the competition? microsoft needs to continue to capitalize on the openai relationship. at the same time, it's all about making sure that investors and...
0
0.0
Apr 30, 2024
04/24
by
CNBC
tv
eye 0
favorite 0
quote 0
satya nadella makesinging the announcement as he kicks off the three country tour. 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
satya nadella makesinging the announcement as he kicks off the three country tour. 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...
0
0.0
Apr 25, 2024
04/24
by
CNBC
tv
eye 0
favorite 0
quote 0
satya nadella saying co-pilot is part of a new era of a.i. transformation the call is going to kick off here, and we'll be listening for guidance and co-pilot. and of course, like we're saying, increases in capex, as well >> we'll be looking for the overall guidance for the next quarter and the full year in microsoft's call, as well. we certainly have been down the road where we see it afterhours, stock is acting well and we get hit with it. initial take on the quarter? >> i think azure, and that pivot, we started to see last quarter. it wasn't much it gave the bulls a chance to say there was some inflection point. and this is a serious inflection point, at least, when you want to see where a lot of the real growth is coming from, the fact that a.i. is seven points of that growth. you have a dynamic also with $8.5 billion in share buy-backs, the act of the company to actually -- to at least support the share price, support earnings in a lot of different ways every segment, including commercial cloud, up 31%, that was a beat the operating marg
satya nadella saying co-pilot is part of a new era of a.i. transformation the call is going to kick off here, and we'll be listening for guidance and co-pilot. and of course, like we're saying, increases in capex, as well >> we'll be looking for the overall guidance for the next quarter and the full year in microsoft's call, as well. we certainly have been down the road where we see it afterhours, stock is acting well and we get hit with it. initial take on the quarter? >> i think...
0
0.0
Apr 10, 2024
04/24
by
CNBC
tv
eye 0
favorite 0
quote 0
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 got to fix their culture. here's what happened when this report came out. microsoft was up 15 cents. hey, you know? the people have spoken. homeland security? ain't got nothing for you. >> those kinds of stories don't typically get a big reaction in the equity markets. microsoft shares up some 45% over the course of the year. of course, it is the largest market cap company of any in our market at $3.13 trillion. >> they're having a great quarter. >> far exceeding that of apple a
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...
0
0.0
Apr 26, 2024
04/24
by
CNBC
tv
eye 0
favorite 0
quote 0
lots of mushy talk from ceo satya nadella on co-pilot. we have no idea how well it is selling, but little nuggets of information here nadella did mention a handful of companies that bought at least 10,000 subscriptions to co-pilot as for google and alphabet, sundar pichai shot back, he said tests showed early increased usage in a.i. search if that pans out, that is, of course, more chances that stuff adds in search beyond ads, he said google will monetize a.i. through subscriptions and the cloud, just like microsoft is doing now. one other interesting argument from pichai, they're not related to a.i., he said youtube and google cloud combined will have $100 billion run rate this year. that's kind of his way of saying alphabet is more than just selling search ads >> right it is probably not -- i was thinking, like, streaming, i said that earlier, remember how streaming, everybody -- we're going to spend all this money on streaming and disney went to $200 because streaming, we got streaming. and then -- >> like peacock, paramount. >> then i
lots of mushy talk from ceo satya nadella on co-pilot. we have no idea how well it is selling, but little nuggets of information here nadella did mention a handful of companies that bought at least 10,000 subscriptions to co-pilot as for google and alphabet, sundar pichai shot back, he said tests showed early increased usage in a.i. search if that pans out, that is, of course, more chances that stuff adds in search beyond ads, he said google will monetize a.i. through subscriptions and the...