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Apr 25, 2024
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for microsoft, it's actually all about amazon. is microsoft's a.i. so good it can take market share from amazon's cloud which is the a a ws? microsoft cloud, azure, is expected to grow by 29%. david: adam, you've pot some thoughts. >> look at the screen right now. alphabet is down 4.3%, microsoft is down 4.3 -- david: exactly the same. >> remember we were talking about algorithms? that's them at work. that's not individual investors saying, oh, need to sell because meta was so terrible. no, that's the algos shorting stocks to push the market down. david: you got a couple of stocks for us beginning with salesforce. >> yeah. i love best in breed companies. salesforce number one in customer relationship management. the stock is down, oh, what, 15 because there was talk of their being a company. people didn't like that because salesforce has been on a quest to improve margins. if you remember over the past year and a half, there have been a number of activist investors who have come in and said you've got to improve profitability. they've done that. if t
for microsoft, it's actually all about amazon. is microsoft's a.i. so good it can take market share from amazon's cloud which is the a a ws? microsoft cloud, azure, is expected to grow by 29%. david: adam, you've pot some thoughts. >> look at the screen right now. alphabet is down 4.3%, microsoft is down 4.3 -- david: exactly the same. >> remember we were talking about algorithms? that's them at work. that's not individual investors saying, oh, need to sell because meta was so...
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Apr 26, 2024
04/24
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david: what's happening with microsoft is extraordinary today. look at that and it's up -- these are the specific stocks that are taking advantage. lauren: 5% gains for super micro-and googles market cap $2.1 trillion after alpha get reported stellar earning ands nvidia is $2.1 trillion and this ai spend asking moving the two tech giants neck and neck to who can become a $3 trillion company behind microsoft. david: it is a revolution to the 1980s and seeing this technological revolution taking place and people are making money opportunistic it right now. thank you, lauren. the supreme court justices are meeting again to discuss the next steps in donald trump's immunity case. david spunt joining me now. what's the latest there? >> hi, david. they're meeting mind closed doors today for the weekly conference to formally discuss this big case yesterday. case that puts them square in the middle of the 2024 presidential election. former president trump of course as we know charged with attempting 20 overturn the results of that 2020 presidential electi
david: what's happening with microsoft is extraordinary today. look at that and it's up -- these are the specific stocks that are taking advantage. lauren: 5% gains for super micro-and googles market cap $2.1 trillion after alpha get reported stellar earning ands nvidia is $2.1 trillion and this ai spend asking moving the two tech giants neck and neck to who can become a $3 trillion company behind microsoft. david: it is a revolution to the 1980s and seeing this technological revolution taking...
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Apr 26, 2024
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>> if you look at microsoft and google, it is a two tear type of solution. ai is very prominent for example in large companies which i was talking to a fortune 25 company and they are all in, they've got a big organization, seeing it as a way to offset wages, improve efficiency in dealing with the consumer, the middle market companies i deal with, they can talk about it, they don't have the resources, they don't have the understanding or capability so you're saying a bifurcated approach, ai will be more successful than the ev program for sure because it is dealing with large corporations rather than consumers saying i am pretty happy with my internal combustion engine, about 300 million automobiles on the road, the average age of the auto industry is 12.6 years so they are saying no thank you, we are staying with. ibly10 so you see basically big large companies benefit the most from ai first and then trickle down there. bob and gary, thanks for the conversation, got to leave it there. china's president xi xinping issuing a warning while meeting with antony b
>> if you look at microsoft and google, it is a two tear type of solution. ai is very prominent for example in large companies which i was talking to a fortune 25 company and they are all in, they've got a big organization, seeing it as a way to offset wages, improve efficiency in dealing with the consumer, the middle market companies i deal with, they can talk about it, they don't have the resources, they don't have the understanding or capability so you're saying a bifurcated approach,...
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Apr 22, 2024
04/24
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. >> the three companies that are coming out, we have data, we have alphabet and we are microsoft. when it comes to a.i., nvidia is the most important company because nvidia had this 180% return it is off 20% so far in just a short period of time showing the big tech companies are not spending as much on the component in on the graphic process, what we have to see there is a lot of hype and enthusiasm and we have to see if that's going to translate to the bottom line. stuart: i hate to see what happens if these companies disappoint, that would not be pretty, thank you for being with us on a monday morning, thank you coming up anti-israel protests have forced classes at columbia university to go virtual today one of the rabbis warns jewish students stay home and don't come back because of extreme anti-semitism, all of the latest. speaker johnson getting more aid to ukraine in israel through the house but through doing that will he lose his job republican congressman pat fallon next. ♪ (fisher investments) we are. we have a team of specialists not only in investing, but also also i
. >> the three companies that are coming out, we have data, we have alphabet and we are microsoft. when it comes to a.i., nvidia is the most important company because nvidia had this 180% return it is off 20% so far in just a short period of time showing the big tech companies are not spending as much on the component in on the graphic process, what we have to see there is a lot of hype and enthusiasm and we have to see if that's going to translate to the bottom line. stuart: i hate to...
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Apr 23, 2024
04/24
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i've got microsoft, bottom of the screen. verizon, morgan, honeywell, or walt disney on the big board, dow winners. the s&p 500, kimberly, quest dying nottistics, globe -- diagnostics. the nasdaq, any big names there? no. datadog. fascinating company. illumina. advance ad micro devices and meta. on that list, it's up 1.6%. the 10-year treasury, the yield up, 4.65. the price of gold, down $20, $2326. bitcoin, $66,000 a coin. the price of oil, is it going to break with below $80? not yet, it's at 81.45 as we speak. >>> coming up, gen-zers are ditching college for trade schools. why? [laughter] well, maybe they don't like going for an expensive 4-year college degree. but i'm going to ask the chief executive at a trade school what's going on in his business. he's coming up later in the show. the supreme court appeared divided over a ban on homeless encampments. if the court struck down the right to camp in public parks, would seattle actually move people? our seattle guy, jason rantz, gets into that. aoc calling anti-israel prote
i've got microsoft, bottom of the screen. verizon, morgan, honeywell, or walt disney on the big board, dow winners. the s&p 500, kimberly, quest dying nottistics, globe -- diagnostics. the nasdaq, any big names there? no. datadog. fascinating company. illumina. advance ad micro devices and meta. on that list, it's up 1.6%. the 10-year treasury, the yield up, 4.65. the price of gold, down $20, $2326. bitcoin, $66,000 a coin. the price of oil, is it going to break with below $80? not yet,...
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Apr 22, 2024
04/24
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we have microsoft -- microsoft for heaven's sake below $400 a share, 396 and meta at 474. both down. 10-year dreary yield moving up and moving 4.62%. there you have it. now this, there's two events of national significance taking place in new york city today. neither makes new york look good. opening payments of donald trump's hush money trial. this is a political trial. it's deliberately tied to keep trump away from the campaign and gagged him and threaten to hut impeachment in prison for speaking out and they want a conviction before the election. it is hard to believe that judicial persecution like this is taking place in a american courtroom, but it is and it's in a new york courtroom to boot. across town, columbia university and all classes virtual today. that's right. college cannot guarantee the safety of 4,700 jewish students and anti-israel demonstrators are taking over the campus and it's come to this: jewish students chased by mobs chanting anti-semitic slogans. surely that shades of jerkinsny in the 1930s. you have to ask -- germany in 1930s. why is new york's
we have microsoft -- microsoft for heaven's sake below $400 a share, 396 and meta at 474. both down. 10-year dreary yield moving up and moving 4.62%. there you have it. now this, there's two events of national significance taking place in new york city today. neither makes new york look good. opening payments of donald trump's hush money trial. this is a political trial. it's deliberately tied to keep trump away from the campaign and gagged him and threaten to hut impeachment in prison for...
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Apr 25, 2024
04/24
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results but weak guidance on the revenue outlook, the stock is down 13% we are previewing alphabet microsoft coming out "after the bell" tonight, the stocks are but were going into the numbers. investors watching the economic story, will get the first rita first quarter gdp this morning at 8:30 a.m. eastern ahead of the march pc index out tomorrow. the expectation call for gains and growth. european markets are mixed, take a look at the eurozone, up 52 but the cac 40 down 47 and ask index in germany lower by 110, and asia amick story as you can see the big mover, japan down better than 2%, korea one and three quarters percent, china was higher. protest growing on college campuses across the country each state deals with out-of-control demonstrations differently as the white house stays tightlipped on responding. president biden signing into law the bill to advance a national ban on tiktok, we will still campaign using the tiktok at as new polls show president trump's lead over biden is growing six of seven key swing states. joy to the conversation all morning long wealth partner mark tepper,
results but weak guidance on the revenue outlook, the stock is down 13% we are previewing alphabet microsoft coming out "after the bell" tonight, the stocks are but were going into the numbers. investors watching the economic story, will get the first rita first quarter gdp this morning at 8:30 a.m. eastern ahead of the march pc index out tomorrow. the expectation call for gains and growth. european markets are mixed, take a look at the eurozone, up 52 but the cac 40 down 47 and ask...
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Apr 26, 2024
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microsoft up 4%. meta platforms up a quarter after losing 10.5% on the heels of its earnings report tech trade playing out at well energy side of things. a quick check on exxon mobil and chevron. both shares still down chevron down one half of 1%. and exon mobil down on mixed earnings report for both companies impacted by nat gas prices and refining margins came in a little lower than what some people hoped for crude prices up one quarter of 1% now three quarters of 1%. and energy etf down one half of 1% as well the state of play, andrew. back to you. >> thank you very much, dom. have a great weekend >> you, too. >>> up next, bank of america savita subramanian joins us onset to talk about a big week for the markets and today's inflation data. >>> and reminder, berkshire hathaway annual meeting with warren buffett you have a question, sending to le trell go through them and secto ad during the meeting. >>> stay tuned we'll be right back. you an elevated experience, tailor-made for trader minds. go deep
microsoft up 4%. meta platforms up a quarter after losing 10.5% on the heels of its earnings report tech trade playing out at well energy side of things. a quick check on exxon mobil and chevron. both shares still down chevron down one half of 1%. and exon mobil down on mixed earnings report for both companies impacted by nat gas prices and refining margins came in a little lower than what some people hoped for crude prices up one quarter of 1% now three quarters of 1%. and energy etf down one...
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Apr 25, 2024
04/24
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the ai boom propelling alphabet and microsoft's quarterly numbers, as shares of both tech giants rise. china kicks off its biggest showcase of cars, as electric vehicles take center—stage at the beijing auto show. hello and welcome to asia business report. i'm mariko 0i. we begin in the us, where two tech giants, microsoft and google parent alphabet, have reported strong first quarter results, with the artificial intelligence boom at the centre of it all. erin delmore has the details. among the dozens of companies reporting first—quarter earnings on thursday, alphabet and microsoft took centre stage. both beat
the ai boom propelling alphabet and microsoft's quarterly numbers, as shares of both tech giants rise. china kicks off its biggest showcase of cars, as electric vehicles take center—stage at the beijing auto show. hello and welcome to asia business report. i'm mariko 0i. we begin in the us, where two tech giants, microsoft and google parent alphabet, have reported strong first quarter results, with the artificial intelligence boom at the centre of it all. erin delmore has the details. among...
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Apr 26, 2024
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nvidia up 4%, microsoft up to into thirds. stuart: roku selling off after what? lauren: that they are pushing ad supported tears, what disney plus is about to do, taking from their business. they reported 14% jump in subscribers, a narrower loss overshadowed by that warning, stocked on 8. 5%. the first round of the nfl draft was last night at nike signed 20 rookies, more than have selected last night in detroit including jamie daniels. david: that ain't cheap but you spend money and make money. most taxpayers have to pay hundreds or thousands more each year of president biden left trump era tax cuts expire. house republicans are forming tax teams to figure out a way to save americans money. grady trimble has that story and biden is set to announce another $6 billion in aid to ukraine on top of the $60 billion the white house just approved. when will that be enough and how are we accounting for it all? for all? congressman byron donald's deals with that next. to me, harlem is home. but home is also your body. i asked myself, why doesn't pilates exist in harlem? so
nvidia up 4%, microsoft up to into thirds. stuart: roku selling off after what? lauren: that they are pushing ad supported tears, what disney plus is about to do, taking from their business. they reported 14% jump in subscribers, a narrower loss overshadowed by that warning, stocked on 8. 5%. the first round of the nfl draft was last night at nike signed 20 rookies, more than have selected last night in detroit including jamie daniels. david: that ain't cheap but you spend money and make money....
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Apr 26, 2024
04/24
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news was fantastic, we on both microsoft the 12 best ideas portfolio. we're very pleased with what they deliver, we think were just getting started early innings in the a.i. race. maria: yesterday we saw the obvious slowdown that you're referring to, we had gdp at 1.6%, compare that to the quarter before at two plus% in the quarter before the at 4.9% you talking about gdp going from 4.1% from or .6% in a couple of quarters. even though the macro story is slowing you will see outsize growth from big tech. >> infected a slowing economic environment you want to own companies that have reliable earnings growth. if you take a company like service now that reported this week up over 24% that's what i want to own in a slowing environment but what was more troubling some of the gdp slowdown was inventory subtracting and trade about 1.3%, we are slowing and what was more troubling the quarter pce of 3.7%. that should be what we will see today with the pce numbers. nobody wants to see slowing economic growth and rising inflation. maria: inflation has been persist
news was fantastic, we on both microsoft the 12 best ideas portfolio. we're very pleased with what they deliver, we think were just getting started early innings in the a.i. race. maria: yesterday we saw the obvious slowdown that you're referring to, we had gdp at 1.6%, compare that to the quarter before at two plus% in the quarter before the at 4.9% you talking about gdp going from 4.1% from or .6% in a couple of quarters. even though the macro story is slowing you will see outsize growth from...
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Apr 23, 2024
04/24
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chesler tonight, meta-tomorrow, microsoft thursday. i will speak to alphabet's president on the earnings thursday. i would say the meta-microsoft, ai story, if they are starting to make money from this new technology. edward: when elon talks everyone listens. the main smart phone is getting a lot of love in china. the senate could vote as early as today on $95 billion aid package for israel, ukraine and taiwan following every twist and turn. ozempic teen, follow what's going on now. >> reporter: they are working on the foreign aid plan. the senate passed an earlier version of the bill two months ago with 70 yeas. there will be a smaller vote count today or tomorrow. >> the time has come to finish the job, to help our friends abroad once and for all. to push the supplemental today as expeditiously as possible, send our friends abroad the aid they've been waiting for. >> reporter: there is skepticism about aiding ukraine. j d vance of ohio has been outspoken. mitch mcconnell has pushed for months to win money for ukraine. mcconnell lectu
chesler tonight, meta-tomorrow, microsoft thursday. i will speak to alphabet's president on the earnings thursday. i would say the meta-microsoft, ai story, if they are starting to make money from this new technology. edward: when elon talks everyone listens. the main smart phone is getting a lot of love in china. the senate could vote as early as today on $95 billion aid package for israel, ukraine and taiwan following every twist and turn. ozempic teen, follow what's going on now. >>...
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Apr 26, 2024
04/24
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war the ai boom as shares of both check giants rise. shares of alphabet and microsoft rise. china kicks off its biggest showcase of cars as electric vehicles take centre stage at the beijing auto show. hello and welcome to asia business report. i'm mariko oi. we begin in the us, where two tech giants, microsoft and google parent alphabet, have reported strong first quarter results, with the artificial intelligence boom at the center of it all. erin delmore has the details. among the dozens of companies reporting first—quarter earnings on thursday, alphabet and microsoft took centre stage. both beat expectations on earnings and revenue,
war the ai boom as shares of both check giants rise. shares of alphabet and microsoft rise. china kicks off its biggest showcase of cars as electric vehicles take centre stage at the beijing auto show. hello and welcome to asia business report. i'm mariko oi. we begin in the us, where two tech giants, microsoft and google parent alphabet, have reported strong first quarter results, with the artificial intelligence boom at the center of it all. erin delmore has the details. among the dozens of...
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Apr 23, 2024
04/24
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we'll be watching for what microsoft says about a.i. tomorrow. that's going to be -- and of course meta as well. stuart, great to see you. come back soon. mark, you're with us all morning. we're grateful. thank you, gentlemen. great word on wall street. have a good tuesday. coming up, the senate is taking up the house foreign aid bills today, missouri congressman eric burleson is here to tell us why he voted no on ukraine aid and why we should put american safety and the border first. you're watching "mornings with maria" live on fox business. stay with us. ♪ you know that i could use somebody. ♪ someone like you. ♪ when you need to prepare for unpredictable adventures... (gasp) you need weathertech. [hot dog splat.] laser measured floorliners front and rear. [drink slurp and splat.] (scream) seat protector to save the seats. [honk!] they're all yours! we're here! hey, i knew you were comin'... so i weatherteched the car! can we get ice cream? we can now. kid proof your vehicle with american made products at weathertech.com. when i was your
we'll be watching for what microsoft says about a.i. tomorrow. that's going to be -- and of course meta as well. stuart, great to see you. come back soon. mark, you're with us all morning. we're grateful. thank you, gentlemen. great word on wall street. have a good tuesday. coming up, the senate is taking up the house foreign aid bills today, missouri congressman eric burleson is here to tell us why he voted no on ukraine aid and why we should put american safety and the border first. you're...
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Apr 22, 2024
04/24
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maria: big tech is on deck, tesla, microsoft , google, meta on track this week. phil orlando has expectations coming up and we'll talk about 2024 investing. at 7:00 a.m., mike huckabee is here along with monica crowley and liz peek will join as well. don't miss that. you're watching "mornings with maria" live on fox business. we'll be right back. ♪ with gold and copper prices pushing towards all-time highs, u.s. gold corp is advancing its environmentally friendly gold and copper mining project and creating american jobs in mining friendly wyoming. with a proven management team and board, a tight share structure, and a solid cash balance, u.s. gold's portfolio of world-class assets are creating american growth and homegrown strategic metals as the us moves towards an electrified future. u.s. gold corp. trika fishing rods are the rebirth of the fishing rod industry. our carbon fiber reel seat, grips and ekkochamber technology, makes our rods twice as sensitive as high-end competitors. for more details, go to trika.com. maria: welcome back. take a look at futures
maria: big tech is on deck, tesla, microsoft , google, meta on track this week. phil orlando has expectations coming up and we'll talk about 2024 investing. at 7:00 a.m., mike huckabee is here along with monica crowley and liz peek will join as well. don't miss that. you're watching "mornings with maria" live on fox business. we'll be right back. ♪ with gold and copper prices pushing towards all-time highs, u.s. gold corp is advancing its environmentally friendly gold and copper...
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Apr 24, 2024
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stuart: is there one of these big tech companies like the ones on screen, meta, apple, microsoft, alphabet, amazon, is there one that you would not buy, that you would actively sell if you got it? >> a hard thing to say those who have momentum when i sell it, i think there's a lot of head wind with apple but they are not out. everyone is using their stuff. i use it internally for every one of our team members. amazon is doing great but if the economy starts slowing down we can see dips their too but they all look pretty good right now and are all in a similar boat. stuart: a lot of people say exactly the same thing. it's come down regionally, we got big tech, made a lot of money out of of it. about people telling me exactly that. thanks for joining us, see you again soon. remember when governor ron to santos. dozens of migrants to martha's vineyard, they are now getting work visas, we have that story for you. bike dance has one year to sell tiktok or face a ban in the us. the tiktok crackdown bill now heads to the president's desk. mark meredith has the report from the white house next.
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Apr 22, 2024
04/24
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this week we've got earnings from big tech, tesla, microsoft, tesla cut prices on three models in the u.s. $2,000 cut from respective price tags, cut, price tags, chris. your thoughts on the tech titans reporting this week. >> it's interesting. i don't think verizon matters very much. you look at the mega caps will tell us what a's happening. we think investors are looking for reasons to take gains off the table. the first quarter was -- it was good news because t the market s broadening out. q1 this year, it was 11th best quarter since 1960 which is wonderful. that's great news. if you look at how they performed, it was not tech the. tech did great in the fourth quarter last year. it was actually 12 out of 12 in the first quarter this year which i think bodes well. i think the whole story, the whole secret sauce is in netflix. double beat, and still we saw 10% kickback. people are expecting a little bit of giveback and again if you look back at the first quarter, the last time this happened, the average rate of return over the next three quarters was 8%. that would mean a 20% year in
this week we've got earnings from big tech, tesla, microsoft, tesla cut prices on three models in the u.s. $2,000 cut from respective price tags, cut, price tags, chris. your thoughts on the tech titans reporting this week. >> it's interesting. i don't think verizon matters very much. you look at the mega caps will tell us what a's happening. we think investors are looking for reasons to take gains off the table. the first quarter was -- it was good news because t the market s broadening...
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Apr 22, 2024
04/24
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KGO
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a look at microsoft's latest feature that could turn pictures into video. >> but first feel the power of osteo bi-flex®. taken every day, it's clinically shown to improve joint comfort in 7 days, with significant improvement over time. ( ♪ ) ( ♪ ) you made a cow! actually it's a piggy bank. my inspiration to start saving. how about a more solid way to save? i'm listening. well, bmo helps get your savings habit into shape with a cash reward, every month you save. both: cash reward? and there's a cash bonus when you open a new checking account to get you started. wow. anything you can't do? ( ♪ ) mugs. ♪ bmo ♪ to keep one sports team in town. the city may spend $20 million to buy properties for the oaklan roots. that's a minor league soccer team. our partners at the bay area news group report the city is considering buying o two properties from alameda county. one is the old raiders practice facility on harbor bay parkway, right next to the oakland airport. the other is a giant parking lot next to the coliseum known as the malibu lot. right now, the oakland roots practice at
a look at microsoft's latest feature that could turn pictures into video. >> but first feel the power of osteo bi-flex®. taken every day, it's clinically shown to improve joint comfort in 7 days, with significant improvement over time. ( ♪ ) ( ♪ ) you made a cow! actually it's a piggy bank. my inspiration to start saving. how about a more solid way to save? i'm listening. well, bmo helps get your savings habit into shape with a cash reward, every month you save. both: cash reward?...
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Apr 25, 2024
04/24
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we've got tech earnings on deck tonight, alphabet and microsoft report after the bell tonight. you saw what meta numbers have done to the market this morning. meta is down 13% and the dow industrials right now down 218. the word on wall street panel is here with expectations. don't miss that. you're watching "mornings with maria" live on fox business. we'll be right back. ♪ don't show up. ♪ don't come out. ♪ don't start caring about me now. ♪ walk away. ♪ you know how. ♪ don't start caring about me now. ♪ aren't you the guy who tried to -- if you have wet amd, you never want to lose sight of the things you love. some things should stand the test of time. long lasting eylea hd could significantly improve your vision and can help you go up to 4 months between treatments. if you have an eye infection, eye pain or redness, or allergies to eylea hd, don't use. eye injections like eyla hd may cause eye infection, separation of the retina, or rare but severe swelling of blood vessels in the eye. an increase in eye pressure has been seen. there's an uncommon risk of heart
we've got tech earnings on deck tonight, alphabet and microsoft report after the bell tonight. you saw what meta numbers have done to the market this morning. meta is down 13% and the dow industrials right now down 218. the word on wall street panel is here with expectations. don't miss that. you're watching "mornings with maria" live on fox business. we'll be right back. ♪ don't show up. ♪ don't come out. ♪ don't start caring about me now. ♪ walk away. ♪ you know how. ♪...
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Apr 26, 2024
04/24
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alphabet microsoft deliver
alphabet microsoft deliver
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Apr 22, 2024
04/24
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BLOOMBERG
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thursday, google and microsoft. lisa: it's going to be interesting to see whether even a beat is a disappointment to market because so far that has been the tone. we've gotten the biggest selloff going back to late 2022. have we already priced out that potential disappointment set out for a positive upside surprise, or is this a pivot point at a time and a lot of uncertainty? jonathan: let's talk about tesla. downline 2.4% this morning. more than 40% year-to-date and we start this week with another round of price cuts. annmarie: a string of bad news is coming to tesla and some -- tomorrow they are supposed report first revenue decline in four years. a challenging earnings call for elon musk. not just the cuts. across the board, china, europe and the u.s., but also the job cuts. the fact that they are trying to basically pin the future on this robotaxi that remains a ton of questions. lisa: i keep thinking to myself is this really a situation of a car company that is trying to mask itself as something else, and our p
thursday, google and microsoft. lisa: it's going to be interesting to see whether even a beat is a disappointment to market because so far that has been the tone. we've gotten the biggest selloff going back to late 2022. have we already priced out that potential disappointment set out for a positive upside surprise, or is this a pivot point at a time and a lot of uncertainty? jonathan: let's talk about tesla. downline 2.4% this morning. more than 40% year-to-date and we start this week with...
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Apr 25, 2024
04/24
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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 25, 2024
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. >> microsoft >> microsoft and this is a great test for them -- i don't like where steve had mentioned that a.i. went from -- up to 7% part of that growth versus 6%, you would have liked to see a little more traction, but it's going in the right direction. >> in terms of big seven, whatever you want to call it, but so far, the names that have reported, are they going to be defensive in this environment at these multiples? have they proven -- has alphabet and microsoft, pick on those two in particular, because we have the results tonight, are they going to be defensive? >> i think they're defensive when you have these kinds of numbers. i don't know how defensive you can be at some point and i think defensive for megacap tech stocks -- the kind of growth we're seeing, from these companies, it's mid teens, it's high teens, for multiples, you know, if you are looking at price to earnings growth, peg ratios, you know, there's -- different appetite for different levels of valuation, but they are defensive, they have proven defensive in the past. but where have we come from? and what we start
. >> microsoft >> microsoft and this is a great test for them -- i don't like where steve had mentioned that a.i. went from -- up to 7% part of that growth versus 6%, you would have liked to see a little more traction, but it's going in the right direction. >> in terms of big seven, whatever you want to call it, but so far, the names that have reported, are they going to be defensive in this environment at these multiples? have they proven -- has alphabet and microsoft, pick...
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Apr 26, 2024
04/24
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microsoft reported cloud growth revenue up 21% on the push for more a.i. so it's all about earnings this morning once again but of course also the fed. brenda, your thoughts on earnings? >> well, you know, earnings have been pretty good. this has been a huge week for earnings. by the end of today we will have had 60% of the s&p report. we have 75% of them beating on the top line,e around 68% on the bottom line. the guidance is mixed. it is going to be very center dependent. maria: that's what we've been seeing. john, how do you see it? >> i think earnings will do well for high tech companies. we increasingly move towards e-commerce and we're beginning to see the start of explosive extended growth for artificial intelligence. how can you go wrong betting on these companies long term? on the energy side, well, if oil prices stay where they currently are, over $80 per barrel, we're going to have double digit percentage increases for oil related revenues in the second quarter. of course, the worry is going forward eventually this economy has to slow if we are
microsoft reported cloud growth revenue up 21% on the push for more a.i. so it's all about earnings this morning once again but of course also the fed. brenda, your thoughts on earnings? >> well, you know, earnings have been pretty good. this has been a huge week for earnings. by the end of today we will have had 60% of the s&p report. we have 75% of them beating on the top line,e around 68% on the bottom line. the guidance is mixed. it is going to be very center dependent. maria:...
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Apr 25, 2024
04/24
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>> you are bullish tonight and i am making a real point with microsoft, alphabet and it will be good. >> tonight the knicks will win and tech earnings will be strong and i think eventually what you will see is that this is the pound the table moment where they show the modernization here and not hype and that is why when it talks everyone listens. >> is there something they have to say like a strong demand for chatgpt? >> what do they have to say about the future to make you even happier. >> it is about what adoption looks like and a 30% type good number and what that adoption curve looks like. if you start to see new della and i think much more significant than they expected, that shows this title wave of $1 trillion of spending and it's coming to the rest of tech. >> to your point we talked about whirlpool and harley davidson and looking at these mid-level consumer stocks in the middle class is struggling and there is a big gap and a market have and have not and ai is a habit and anything related to middle class could ultimate lee -- altar is down 21% since april 1. >> without quest
>> you are bullish tonight and i am making a real point with microsoft, alphabet and it will be good. >> tonight the knicks will win and tech earnings will be strong and i think eventually what you will see is that this is the pound the table moment where they show the modernization here and not hype and that is why when it talks everyone listens. >> is there something they have to say like a strong demand for chatgpt? >> what do they have to say about the future to make...
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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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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 26, 2024
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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 22, 2024
04/24
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>> absolutely pure microsoft thank you so much of her having me and two other jews out there, happy kosher passover. as i mentioned, you know, it's truly terrifying. at -- as a jewish student at yale for the first time i feel like i'm just not welcome and that has been made abundantly clear to me and my peers, by these kind of actions. as we traversed campus we are harassed, we are flipped off, where people chanting free palestine and i know what -- we are -- when there are people shouting and using blowhards at 3:00 am in the morning and taking over our dining horse -- anyhow the libraries. most recently as you see that video when i tried after the jewish sabbath and the two go on campus i was physically barred by these protesters that released writers as i notice that -- deano as i was jewish and he saw me and restricted mabry to move move around a common space which i had every right to walk around as much as anybody else. and to allow other students who clearly were not identified to be jewish to walk in and out only we were imputed. later on -- selling her to the hospital and througho
>> absolutely pure microsoft thank you so much of her having me and two other jews out there, happy kosher passover. as i mentioned, you know, it's truly terrifying. at -- as a jewish student at yale for the first time i feel like i'm just not welcome and that has been made abundantly clear to me and my peers, by these kind of actions. as we traversed campus we are harassed, we are flipped off, where people chanting free palestine and i know what -- we are -- when there are people...
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Apr 22, 2024
04/24
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. >> microsoft has a new feature that could possibly take your online content to the next level . look at it. so it's called bossa one. it's a tool that will turn photos, even drawings into realistic videos of people talking and singing like this. so the software company says it can be used for things like education or online assistance for people who have communication challenges. microsoft is not releasing this yet, though, because as you can imagine, there are some concerns around it being misused and spreading misinformation. so how does it work? like i see the picture of you and i type in some stuff and then i send it to somebody and it comes to life and you say whatever you want it to say, that's messy. >> i don't like it. oh, it better have a huge disclaimer on it. watermarked, burned in. >> seriously. right. >> because you could just make up anything. up next, the seven things you need to know today. >> you know how i like to put eye backgrounds in all my photos? >> you really do. and you never. sometimes you really don't know. >> i put a picture of me and drew and amanda
. >> microsoft has a new feature that could possibly take your online content to the next level . look at it. so it's called bossa one. it's a tool that will turn photos, even drawings into realistic videos of people talking and singing like this. so the software company says it can be used for things like education or online assistance for people who have communication challenges. microsoft is not releasing this yet, though, because as you can imagine, there are some concerns around it...
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Apr 24, 2024
04/24
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alphabet and microsoft tomorrow night after the close, adam. how would you assess earnings and what are you expecting? >> i lake what i'm seeing so far. i'll tell you why. the estimates for the current quarter that we're in are calling for growth of about 3%. 3%, that's not great. well, that's absolutely right. that's because the estimates are generally too low. the past two quarters we've seen an average beat rate of 7%. that gets you to 1 10%. i think we'll see that accelerate because gdp is very strong and we have near record number of people employed and when people are making money they're spending money, that's good for the economy, good for earnings. so i'm happy with the way earnings season is progressing so far. maria: i'm glad that you talked about this narrative of the economy doing so well. we keep seeing that in all the numbers. you were betting on that from day one. you still have people like jp morgan ceo jamie dimon an outlier, putting doubt in it. he spoke yesterday at the new york economic club and he's calling the u.s. econom
alphabet and microsoft tomorrow night after the close, adam. how would you assess earnings and what are you expecting? >> i lake what i'm seeing so far. i'll tell you why. the estimates for the current quarter that we're in are calling for growth of about 3%. 3%, that's not great. well, that's absolutely right. that's because the estimates are generally too low. the past two quarters we've seen an average beat rate of 7%. that gets you to 1 10%. i think we'll see that accelerate because...
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Apr 26, 2024
04/24
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that's amazon, google, microsoft, meta. i think the rest are going to be very difficult there will be room for ai players in verticals like health care and retail that we think, again, the companies that have that data and have that user, it's really hard to train, to effectively run these systems, so it's going to be very, very difficult for the others to survive. so the question is, what happens to oracle? they're on the cut line. i think they'll benefit, but there's others that will -- may not. weigh what's going to happen to ibm? are they in that same situation i'm talking about in the big four and the answer is no. >> right we know the one key beneficiary, i don't believe you cover nvidia but that stock up another almost 5% this morning. >> absolutely. they're the number one from every piece of work we do, everyone is spending on nvidia and again, this is hard to have these conversations with our clients right now, as a software analyst, you know, i feel like i'm -- i'm on aisle 4 mopping up a spilled milk everyone wan
that's amazon, google, microsoft, meta. i think the rest are going to be very difficult there will be room for ai players in verticals like health care and retail that we think, again, the companies that have that data and have that user, it's really hard to train, to effectively run these systems, so it's going to be very, very difficult for the others to survive. so the question is, what happens to oracle? they're on the cut line. i think they'll benefit, but there's others that will -- may...
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Apr 24, 2024
04/24
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>> only if it's microsoft. if microsoft disappoints, and that's highly unlikely, that could shake the market up. it's going to take a couple of them, probably microsoft and google, if they both miss, and and i don't think that's going to happen for either one of them. then i think the market will be a little bit nervous. earnings should be pretty good for both of them, and i think meta if should be good. we'd have to see something really disruptive for any of those big names to turn the market around. if that a does happen, we are going lore. tour stuart okay. shah ghailani if, thanks very much, indeed, sir. appreciate it. >>> it's u-copp's basketball team that's ringing the bell at at the new york stock exchange. the market is open. a solid gain -- sorry, you're looking at yesterday's close. the dow in the very early going is down about 20, 25 points. that a's not a big loss. you've got a lot of selling among the dow 30. i can only see 8 up, i can see 22 down, so that's a down market for the dow as we start ou
>> only if it's microsoft. if microsoft disappoints, and that's highly unlikely, that could shake the market up. it's going to take a couple of them, probably microsoft and google, if they both miss, and and i don't think that's going to happen for either one of them. then i think the market will be a little bit nervous. earnings should be pretty good for both of them, and i think meta if should be good. we'd have to see something really disruptive for any of those big names to turn the...
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Apr 22, 2024
04/24
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ALJAZ
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this is what the congress manifesto says. microsoft is a spokesperson for the bar to adjourn as a party. that's the governing engine political party. he says the beach ape does not appease minorities, unlike the opposition congress party, the congress. it needs money for us to they have given multiple friends to why don't come to the to my now they do come with a d i. they have made their mind if i still like double streams. the manifesto as to why in fact is done by them. simply manifesto was made, did not the same but they had made and they had made a statement in that manifesto. they have made a statement, in fact say that, that we distribute all the people equally to everybody is the more they do said they might be 1st dose. is that you really think big, kevin, that everything's been taken from you and give the all the people 90 percent of the minority coming to do to day you need the for the war bank politics comm glasses playing the game off. doing all this be the we don't want to appease anybody that's up. these went to politics. that is happening from last 75 years from the cong
this is what the congress manifesto says. microsoft is a spokesperson for the bar to adjourn as a party. that's the governing engine political party. he says the beach ape does not appease minorities, unlike the opposition congress party, the congress. it needs money for us to they have given multiple friends to why don't come to the to my now they do come with a d i. they have made their mind if i still like double streams. the manifesto as to why in fact is done by them. simply manifesto was...
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Apr 26, 2024
04/24
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i is the reason, which helped microsoft see a 17% revenue increase in the same period, and taking a live look at the new york stock exchange now, as trading gets underway. that was a conference room. >> it was up when we last checked and yeah, but now who knows. >> conference room, conference room. actress jennifer lewis is sharing her excitement, seeing the animatronic of her princess and the frog character. >> okay, so abc seven's parent company, disney shared a video of her and mama odie, which will be a part of the upcoming tiana's bayou adventure ride. >> oh my gosh, here it is. >> hey sweetie, it's mama odie. oh, not audio. tiana sure knows how to make a party special. >> i love when she goes. there's juju juju. >> her movements, everything is there. >> you guys did an amazing job on this. >> it is incredible. >> they're so lifelike at this point. >> it's. it looks real. yeah wow. look at jennifer lewis. >> she she takes every opportunity to perform. >> and these imagineers are trying to find the beat. >> yeah. find the beat. find the beat, girl. >> oh, my gosh. so she met with dis
i is the reason, which helped microsoft see a 17% revenue increase in the same period, and taking a live look at the new york stock exchange now, as trading gets underway. that was a conference room. >> it was up when we last checked and yeah, but now who knows. >> conference room, conference room. actress jennifer lewis is sharing her excitement, seeing the animatronic of her princess and the frog character. >> okay, so abc seven's parent company, disney shared a video of her...
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Apr 25, 2024
04/24
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BLOOMBERG
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below in yellow and green, microsoft and google. microsoft up about 5% and google up about 11%. tesla is coming off of its bottom after a little bit of hope around the cheap ev. my point is meta's price to perfection, coming back to earth but what's ahead for microsoft and google because that result or meta, really weighing on both of these shares. microsoft is having its worst day since i believe october, 2022. more than a year depending so the key for microsoft will be where earnings and revenue come in. analysts are modeling mid teens growth which is pretty solid. the bigger deal could be azure will it come in at 28%? the ai copilot, what will that revenue spend look like. some analysts say it will be talked down in one analyst says for microsoft, it's about surviving and advancing. that may be the case for alphabet. google has an unusual circumstance relative to some of these other big tech companies. solid revenue growth over the last few quarters but into this first quarter of 2024, down 5.3% and that's not expected to end. the june quarter is expected to be down about 3%
below in yellow and green, microsoft and google. microsoft up about 5% and google up about 11%. tesla is coming off of its bottom after a little bit of hope around the cheap ev. my point is meta's price to perfection, coming back to earth but what's ahead for microsoft and google because that result or meta, really weighing on both of these shares. microsoft is having its worst day since i believe october, 2022. more than a year depending so the key for microsoft will be where earnings and...
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Apr 25, 2024
04/24
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intel, microsoft, alpha that bet, gang's all here. they are set to report. we have laura martin on next to preview the google parent's numbers. don't go away. ♪ students... students of any age, from anywhere. using our technology to power different ways of learning. so when minds grow, opportunities follow. ♪ if you spit blood when you brush, it could be the start of a domino effect. new parodontax active gum repair breath freshener. clinically proven to help reverse the four signs of early gum disease. a new toothpaste from parodontax, the gum experts. it's odd how in an instant things can transform. slipping out of balance into freefall. (the stock market is now down 23%). this is happening people. where there are so few certainties... (laughing) look around you. you deserve to know. as we navigate a future unknown. i'm glad i found stability amidst it all. gold. standing the test of time. during my entire life i have been somewhat of an outdoors person. golf, gardening around here. how can i stay out of the sun? so about two years ago i was diagnosed
intel, microsoft, alpha that bet, gang's all here. they are set to report. we have laura martin on next to preview the google parent's numbers. don't go away. ♪ students... students of any age, from anywhere. using our technology to power different ways of learning. so when minds grow, opportunities follow. ♪ if you spit blood when you brush, it could be the start of a domino effect. new parodontax active gum repair breath freshener. clinically proven to help reverse the four signs of early...
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Apr 24, 2024
04/24
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earnings begin tonight meta after the close tonight and then alphabet and microsoft reporting tomorrow after the close take a look at the stocks up across the board this morning boosted the nasdaq, er joel shulman great to see you do you see the euphoria around tech etf's what is your reaction to all of this. >> this week the last week was a tough week in tech and overall the markets, this is a big week, 25% of the russell 1000 road coming out in the next 24 hours and we had tesla this morning, after hours yesterday so it's way up in announcements i think it would be the big winner is looking strong premarket, the earnings dominate a lot of people might not realize they have 3.6 billion customers around the world, 77% of all the internet users use a made up application. so they are well-positioned long-term and all the magnificent seven i think it's a mag six and tesla for 41% so far this year and apple is also brought down the mag seven so those two stocks of tesla and apple brought down 2% of the russell 1000 growth of the others are fine and we see a lot of companies from elsewhere
earnings begin tonight meta after the close tonight and then alphabet and microsoft reporting tomorrow after the close take a look at the stocks up across the board this morning boosted the nasdaq, er joel shulman great to see you do you see the euphoria around tech etf's what is your reaction to all of this. >> this week the last week was a tough week in tech and overall the markets, this is a big week, 25% of the russell 1000 road coming out in the next 24 hours and we had tesla this...
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Apr 23, 2024
04/24
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BBCNEWS
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mark zuckerberg says he will offer his vr system meta horizon to hardware companies like lenovo and microsoft. what it means for consumers is you headsets that run on the same software and operating system as meta�*s own headsets, the quest 3 and pro. mr zuckerberg talked about wanting to run on quest or any operating handset. that is akin to android�*s flexibility to integrate with other products. in contrast, he called apple�*s ios system is closed. apple is offering its headset, the vision pro, $3,500 us
mark zuckerberg says he will offer his vr system meta horizon to hardware companies like lenovo and microsoft. what it means for consumers is you headsets that run on the same software and operating system as meta�*s own headsets, the quest 3 and pro. mr zuckerberg talked about wanting to run on quest or any operating handset. that is akin to android�*s flexibility to integrate with other products. in contrast, he called apple�*s ios system is closed. apple is offering its headset, the...
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Apr 25, 2024
04/24
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CNBC
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nvidia, microsoft and then meta. so just very high expectations while they did deliver on the top line in the quarter they only beat their mid-point by 2 points and folks were expecting more then again, as you cited, you did have the higher full year both op exand capex guidance and comments by mark zuckerberg allud alluding to they plan to lean into ai investments. >> has zuckerberg deserved the right to be considered a disciplined spender and would not cross over into areas that are not eventually monetizibility >> i don't think so, yet i think they're toying with we still have the facebook reality lab still on track to losing $20 million, it has to do with ai and the core instagram, facebook, advertising business, and they may want to shift some of that spending kind of on a reporting basis back to the core so no, i don't think he's kind of entirely, you know, earned his way out, but i think when being the fastest growing company in advertising, that does earn him a lot of street cred. >> he's invested in the past
nvidia, microsoft and then meta. so just very high expectations while they did deliver on the top line in the quarter they only beat their mid-point by 2 points and folks were expecting more then again, as you cited, you did have the higher full year both op exand capex guidance and comments by mark zuckerberg allud alluding to they plan to lean into ai investments. >> has zuckerberg deserved the right to be considered a disciplined spender and would not cross over into areas that are not...
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Apr 26, 2024
04/24
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BBCNEWS
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microsoft and google owner, alphabet, bank bumper profits from al, easing frazzled nerves on wall street. also coming up, double whammy on the us economy. growth slows sharply. but inflation jumps, dashing hopes of interest rate cuts from the federal reserve. plus, poll position. as half the world prepares to vote in the biggest election year in history, we'll be speaking to the boss of online research giant, yougov. we start with big tech, and what a difference a day makes. this time yesterday, meta, the owner of facebook, instagram and whatsapp, rattled wall street
microsoft and google owner, alphabet, bank bumper profits from al, easing frazzled nerves on wall street. also coming up, double whammy on the us economy. growth slows sharply. but inflation jumps, dashing hopes of interest rate cuts from the federal reserve. plus, poll position. as half the world prepares to vote in the biggest election year in history, we'll be speaking to the boss of online research giant, yougov. we start with big tech, and what a difference a day makes. this time...
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Apr 23, 2024
04/24
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BLOOMBERG
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>> they remain a pioneer in cloud at microsoft. they continue to see tremendous value from what aws offers. they are innovating and generative at the chip level by offering a variety of models and services. we see improving growth as the year progresses. there is still customer optimization of workloads going on but when we think about the growth drivers underneath amazon web services, they continue to broaden and i think the perception around the durability of this platform will continue to improve later this year into 2025. we continue to like the name there. sonali: there is a lot of optimism and is not just from you, market has shown they are ready to get back in and investors are starting to nip at a lot of these stocks today even before they are reporting earnings. how do you feel about perhaps places that are a little overbought? are there any areas you wouldn't it into yet? >> we are watching a lot how these companies navigate the crosscurrents in the near term. we talked about amazon and we will see how microsoft does late
>> they remain a pioneer in cloud at microsoft. they continue to see tremendous value from what aws offers. they are innovating and generative at the chip level by offering a variety of models and services. we see improving growth as the year progresses. there is still customer optimization of workloads going on but when we think about the growth drivers underneath amazon web services, they continue to broaden and i think the perception around the durability of this platform will continue...
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Apr 26, 2024
04/24
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we begin in the us, where two tech giants, microsoft and google parent alphabet, have reported strong first quarter results, with the artificial intelligence boom at the center of it all. erin delmore has the details. among the dozens of companies reporting first—quarter took centre stage.
we begin in the us, where two tech giants, microsoft and google parent alphabet, have reported strong first quarter results, with the artificial intelligence boom at the center of it all. erin delmore has the details. among the dozens of companies reporting first—quarter took centre stage.
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Apr 23, 2024
04/24
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BBCNEWS
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executive mark zuckerberg says he will offer his sister met a horizon to hardware companies like lenovo and microsoft. what it means for consumers is you headsets that run on the same software and operating system as meta because �*s own headsets, request three and pro. mr zuckerberg talked about wanting to run on quest or any operating handset. that is a kenta android's flexibility to integrate with other products. in contrast, he compromised —— he called apple's i0s system is closed. apple is offering its headset, the vision pro, 3500 us dollars, and that is expected to remain the cost of their product, but the
executive mark zuckerberg says he will offer his sister met a horizon to hardware companies like lenovo and microsoft. what it means for consumers is you headsets that run on the same software and operating system as meta because �*s own headsets, request three and pro. mr zuckerberg talked about wanting to run on quest or any operating handset. that is a kenta android's flexibility to integrate with other products. in contrast, he compromised —— he called apple's i0s system is closed....
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Apr 26, 2024
04/24
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CNBC
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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 19, 2024
04/24
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FBC
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microsoft at 402, ouch. in danger of dropping below 400. alphabet, apple, apple at 165 and amazon 176 and meta well below $500 a share. 10-year treasury yield. not doing that much, but it is 4.62%. now this, it's hard to understand why students at our elite universities find hamas and iran attractive. both vigorously deny the most basic human rights yet at these demonstrations you see young women screaming support for the mullahs and murderous hamas leadership. meanwhile in iran, the morality police began a new crackdown on saturday aimed at women not wearing the hi hijab. they're arrested and reportedly sexually abused. is that what these women want? how can they support a regime that aggressively suppresses women? i saw a sign that read gays for hamas. i thought it must be a joke because it's so bizarre. homosexuality is not allowed in most muslim societies and it's a crime in gaza. don't the demonstrators know who or what they're supporting? apparently not. maybe it's wishful ignorance. maybe it's group think. very much in fashion these
microsoft at 402, ouch. in danger of dropping below 400. alphabet, apple, apple at 165 and amazon 176 and meta well below $500 a share. 10-year treasury yield. not doing that much, but it is 4.62%. now this, it's hard to understand why students at our elite universities find hamas and iran attractive. both vigorously deny the most basic human rights yet at these demonstrations you see young women screaming support for the mullahs and murderous hamas leadership. meanwhile in iran, the morality...
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Apr 24, 2024
04/24
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BLOOMBERG
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microsoft is trying to develop that. it is still early days, but if they can do that, they will be usually successful. jonathan: yesterday we heard from tesla. we will hear from others. here is tomorrow morning. we will speak to bob and catch up with the cfo. looking forward to all of that. pushing ahead to a federal reserve decision about a week away. 34 minutes away, equity futures holding on to positive territory. coming off the back of gains in the biggest going back to months. lisa is working the late shift this afternoon. yields up five basis points. live from new york city, this is bloomberg surveillance. ♪ when i was your age, we never had anything like this. what? wifi? wifi that works all over the house, even the basement. the basement. so i can finally throw that party... and invite shannon barnes. dream do come true. xfinity gives you reliable wifi with wall-to-wall coverage on all your devices, even when everyone is online. maybe we'll even get married one day. i wonder what i will be doing? probably still
microsoft is trying to develop that. it is still early days, but if they can do that, they will be usually successful. jonathan: yesterday we heard from tesla. we will hear from others. here is tomorrow morning. we will speak to bob and catch up with the cfo. looking forward to all of that. pushing ahead to a federal reserve decision about a week away. 34 minutes away, equity futures holding on to positive territory. coming off the back of gains in the biggest going back to months. lisa is...
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Apr 26, 2024
04/24
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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
04/24
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CNBC
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so microsoft, alphabet, amazon, all down roughly 2% or 3% or so. alphabet and microsoft report earnings after today's closing bell the epicenter spoke of the day is the meta platforms. down about 11%, was down 15% just a few hours ago meta platforms on the heels of that disappointing outlook but it's not all fear, uncertainty and doubt. tyler, take a look at these names. check out newmont corps, chipotle and union pacific newmont on the gold trade, in the green. in an otherwise down take, tyler, some positivity to end things on. back over to you >> we're grateful to you for that, dom. thank you very much. >>> yields on the move as well on the back of that gdp report with the two and ten-year hitting five-month highs let's check in with rick santelli for that. hi, rick >> indeed, warmer inflation, cooler growth. i can weigh in on these numbers and give you personal opinions where i think growth is going to go or inflation will be, but the numbers today were disappointing on growth, and they were warm on inflation, period. 1.6 is not 2.5% as expected
so microsoft, alphabet, amazon, all down roughly 2% or 3% or so. alphabet and microsoft report earnings after today's closing bell the epicenter spoke of the day is the meta platforms. down about 11%, was down 15% just a few hours ago meta platforms on the heels of that disappointing outlook but it's not all fear, uncertainty and doubt. tyler, take a look at these names. check out newmont corps, chipotle and union pacific newmont on the gold trade, in the green. in an otherwise down take,...
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Apr 19, 2024
04/24
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CSPAN
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last summer, microsoft faced a dangerous intrusion into its cloud system. as always, attacks pose a great danger to our citizens. it is critical the department of homeland security receives the resources it needs to bolster cybersecurity and i'm glad to see this budget includes significant resources for our leading cybersecurity agency. we also have a chance to discuss the department plans to secure our northern and southern borders. the irregular flow of migrants at our southern border continues to put the strain on law enforcement officials as well as neighboring communities. members of this committee, senator sinema and senator langford, worked hard to negotiate a bipartisan water bill this past year that would have been the most significant border bill in decades to strengthen our presence on the border and i would like to take a moment to thank them. thank you for your hard work in developing that compromise. unfortunately it didn't move forward. unfortunately i have many callings that like to talk about solving a problem but would much rather throw ro
last summer, microsoft faced a dangerous intrusion into its cloud system. as always, attacks pose a great danger to our citizens. it is critical the department of homeland security receives the resources it needs to bolster cybersecurity and i'm glad to see this budget includes significant resources for our leading cybersecurity agency. we also have a chance to discuss the department plans to secure our northern and southern borders. the irregular flow of migrants at our southern border...