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Apr 23, 2024
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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 25, 2024
04/24
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for microsoft, it's actually all about amazon. is microsoft's a.i. so good it can take market share from amazon's cloud which is the a a ws? microsoft cloud, azure, is expected to grow by 29%. david: adam, you've pot some thoughts. >> look at the screen right now. alphabet is down 4.3%, microsoft is down 4.3 -- david: exactly the same. >> remember we were talking about algorithms? that's them at work. that's not individual investors saying, oh, need to sell because meta was so terrible. no, that's the algos shorting stocks to push the market down. david: you got a couple of stocks for us beginning with salesforce. >> yeah. i love best in breed companies. salesforce number one in customer relationship management. the stock is down, oh, what, 15 because there was talk of their being a company. people didn't like that because salesforce has been on a quest to improve margins. if you remember over the past year and a half, there have been a number of activist investors who have come in and said you've got to improve profitability. they've done that. if t
for microsoft, it's actually all about amazon. is microsoft's a.i. so good it can take market share from amazon's cloud which is the a a ws? microsoft cloud, azure, is expected to grow by 29%. david: adam, you've pot some thoughts. >> look at the screen right now. alphabet is down 4.3%, microsoft is down 4.3 -- david: exactly the same. >> remember we were talking about algorithms? that's them at work. that's not individual investors saying, oh, need to sell because meta was so...
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Apr 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 25, 2024
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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
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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 22, 2024
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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 26, 2024
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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
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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 24, 2024
04/24
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>> only if it's microsoft. if microsoft disappoints, and that's highly unlikely, that could shake the market up. it's going to take a couple of them, probably microsoft and google, if they both miss, and and i don't think that's going to happen for either one of them. then i think the market will be a little bit nervous. earnings should be pretty good for both of them, and i think meta if should be good. we'd have to see something really disruptive for any of those big names to turn the market around. if that a does happen, we are going lore. tour stuart okay. shah ghailani if, thanks very much, indeed, sir. appreciate it. >>> it's u-copp's basketball team that's ringing the bell at at the new york stock exchange. the market is open. a solid gain -- sorry, you're looking at yesterday's close. the dow in the very early going is down about 20, 25 points. that a's not a big loss. you've got a lot of selling among the dow 30. i can only see 8 up, i can see 22 down, so that's a down market for the dow as we start ou
>> only if it's microsoft. if microsoft disappoints, and that's highly unlikely, that could shake the market up. it's going to take a couple of them, probably microsoft and google, if they both miss, and and i don't think that's going to happen for either one of them. then i think the market will be a little bit nervous. earnings should be pretty good for both of them, and i think meta if should be good. we'd have to see something really disruptive for any of those big names to turn the...
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Apr 26, 2024
04/24
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>> 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 26, 2024
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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 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 25, 2024
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microsoft, google and amazon services. but if this is supposed to be decentralized network, that's censorship and resilient, then we should have more choice. and so what decentralized physical infrastructure is add choice. the second thing is it can enhance performance if we want to run transactions on these networks and render metaverse and do all this stuff, we need all the computing power infrastructure we can get our hands on. and so we need to create incentives for people to contribute their assets into those networks. and then, yes, of course, choice, meaning simply the more choice there is, the better the competition, the stronger the results for consumers. at the beginning of my remarks, i talked about the intersection of different technologies, and i want to spend just a moment talking about a.i. so this is alan turing. alan turing, among many other things, helped to win war against the nazis by breaking their code machine called the enigma machine. he was also the inventor of a.i. of how we think about ai, and he
microsoft, google and amazon services. but if this is supposed to be decentralized network, that's censorship and resilient, then we should have more choice. and so what decentralized physical infrastructure is add choice. the second thing is it can enhance performance if we want to run transactions on these networks and render metaverse and do all this stuff, we need all the computing power infrastructure we can get our hands on. and so we need to create incentives for people to contribute...
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Apr 25, 2024
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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 25, 2024
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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 24, 2024
04/24
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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
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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 25, 2024
04/24
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we've forgotten his first chapter at microsoft, the antitrust trials in the late 90, the late 1990s. it was at the height of this pr crisis. he was one of the most reviled public figures on earth. people were throwing pies in his the simpsons was ridiculing him. in this moment of public crisis, he becomes a great philanthropist. very quickly. he goes from greedy to generous, from cold hearted to kind hearted. of course, bill has not really changed, and the way he runs the gates foundation is indistinguishable from the way ran microsoft. it's about exercising. it's about taking control control and it's easy to say, well, gates is an anti democratic figure, but he's giving the gates foundation at this point is giving away close to $80 billion. all of that money has to be helping people. right. and of course, the gates foundation's is helping people through a narrow at times in places it might even be lives. it is saving lives. the gates foundation is putting lots of money into vaccine procurement and distribute vaccines in arms save lives. but that's not the whole story story. on net,
we've forgotten his first chapter at microsoft, the antitrust trials in the late 90, the late 1990s. it was at the height of this pr crisis. he was one of the most reviled public figures on earth. people were throwing pies in his the simpsons was ridiculing him. in this moment of public crisis, he becomes a great philanthropist. very quickly. he goes from greedy to generous, from cold hearted to kind hearted. of course, bill has not really changed, and the way he runs the gates foundation is...
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Apr 26, 2024
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microsoft has been an alpha dog in the market for ages. ever since iphone sales stalled and critics dismissed it as a no growth company. the artificial intelligence gave the azure cloud division a 7% boost. that is incredible. that is open ai and chat gpt. by the way, pretty soon it will come to your pc. maybe july or august. we know these companies are making fortunes, but we often have to be reminded why that is happening. it's in large part because of the solutions made possible by the ceo of nvidia. i don't know how many of you remember the movie field of dreams? if you build it they will come. it was fiction. if you build a baseball diamond in a cornfield there's no way actual baseball stars would show up. you know what? jensen pulled a, if you build it they will come story. he built chips to build video games better which quickly became much faster than everything else on the market. for several years they languished as the non- promotional ceo. then one day his friend sam altman came to play ball. the rest was fantasy because it can
microsoft has been an alpha dog in the market for ages. ever since iphone sales stalled and critics dismissed it as a no growth company. the artificial intelligence gave the azure cloud division a 7% boost. that is incredible. that is open ai and chat gpt. by the way, pretty soon it will come to your pc. maybe july or august. we know these companies are making fortunes, but we often have to be reminded why that is happening. it's in large part because of the solutions made possible by the ceo...
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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 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 25, 2024
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i think microsoft, it's really hard to not feel great about picking microsoft. at the end of the day, it's a company we talked about this, they report tonight. whether there's weakness or not, the real question is what are you paying for microsoft at 35 times this is a company that i think is a tech multiple that is at least in the higher end of its historical five to ten-year average azure, i think the street is expecting around 28%, 29%. any type of a beat on that will be a relief. the bar is very high on this name >> all right there's the sound again. today, of course, is take your kids to work day we have a lot of young people, and they are buzzing about our next guest, social media star drewsky. check him out in praise this on peacock. you're on the clock. what's your pick >> man, you know, i'm on the board right now, so pretty easy. it ain't hard to see >> how much nike drip do you own? >> man, i gotta say, my closet is full right now. but you know, i chose nike because i'm in a couple commercials. sabrina inhanescu got me as the coach. they got us outfits
i think microsoft, it's really hard to not feel great about picking microsoft. at the end of the day, it's a company we talked about this, they report tonight. whether there's weakness or not, the real question is what are you paying for microsoft at 35 times this is a company that i think is a tech multiple that is at least in the higher end of its historical five to ten-year average azure, i think the street is expecting around 28%, 29%. any type of a beat on that will be a relief. the bar is...
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Apr 23, 2024
04/24
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i've got microsoft, bottom of the screen. verizon, morgan, honeywell, or walt disney on the big board, dow winners. the s&p 500, kimberly, quest dying nottistics, globe -- diagnostics. the nasdaq, any big names there? no. datadog. fascinating company. illumina. advance ad micro devices and meta. on that list, it's up 1.6%. the 10-year treasury, the yield up, 4.65. the price of gold, down $20, $2326. bitcoin, $66,000 a coin. the price of oil, is it going to break with below $80? not yet, it's at 81.45 as we speak. >>> coming up, gen-zers are ditching college for trade schools. why? [laughter] well, maybe they don't like going for an expensive 4-year college degree. but i'm going to ask the chief executive at a trade school what's going on in his business. he's coming up later in the show. the supreme court appeared divided over a ban on homeless encampments. if the court struck down the right to camp in public parks, would seattle actually move people? our seattle guy, jason rantz, gets into that. aoc calling anti-israel prote
i've got microsoft, bottom of the screen. verizon, morgan, honeywell, or walt disney on the big board, dow winners. the s&p 500, kimberly, quest dying nottistics, globe -- diagnostics. the nasdaq, any big names there? no. datadog. fascinating company. illumina. advance ad micro devices and meta. on that list, it's up 1.6%. the 10-year treasury, the yield up, 4.65. the price of gold, down $20, $2326. bitcoin, $66,000 a coin. the price of oil, is it going to break with below $80? not yet,...
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Apr 22, 2024
04/24
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we have microsoft -- microsoft for heaven's sake below $400 a share, 396 and meta at 474. both down. 10-year dreary yield moving up and moving 4.62%. there you have it. now this, there's two events of national significance taking place in new york city today. neither makes new york look good. opening payments of donald trump's hush money trial. this is a political trial. it's deliberately tied to keep trump away from the campaign and gagged him and threaten to hut impeachment in prison for speaking out and they want a conviction before the election. it is hard to believe that judicial persecution like this is taking place in a american courtroom, but it is and it's in a new york courtroom to boot. across town, columbia university and all classes virtual today. that's right. college cannot guarantee the safety of 4,700 jewish students and anti-israel demonstrators are taking over the campus and it's come to this: jewish students chased by mobs chanting anti-semitic slogans. surely that shades of jerkinsny in the 1930s. you have to ask -- germany in 1930s. why is new york's
we have microsoft -- microsoft for heaven's sake below $400 a share, 396 and meta at 474. both down. 10-year dreary yield moving up and moving 4.62%. there you have it. now this, there's two events of national significance taking place in new york city today. neither makes new york look good. opening payments of donald trump's hush money trial. this is a political trial. it's deliberately tied to keep trump away from the campaign and gagged him and threaten to hut impeachment in prison for...
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Apr 24, 2024
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what about for microsoft, then? >> well, i think it shows you something specific about google -- and i will speak to microsoft in a second. google has all the assets to still be a player. i that is why they have done well over the last month, two months. investors have come back to the reality that they have distribution. millions of people use their platform, they have x, they have money, they have all the ingredients. microsoft has a lot of those ingredients, but they don't have the same data. they had to go work with openai to bring openai to reality on their systems, on azure. so, i think microsoft is in a great place. certainly, if you think about the mag 6 stocks, google, microsoft are probably at the top from a software application standpoint. but, google, we prefer here and continue to own it. >> lastly, the mega cap and trade in general, are you feeling shaky about it? do you feel a come back is in order? is this the week in which that starts? >> we still feel good about it. i think when the market is up 13
what about for microsoft, then? >> well, i think it shows you something specific about google -- and i will speak to microsoft in a second. google has all the assets to still be a player. i that is why they have done well over the last month, two months. investors have come back to the reality that they have distribution. millions of people use their platform, they have x, they have money, they have all the ingredients. microsoft has a lot of those ingredients, but they don't have the...
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Apr 25, 2024
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i'm looking forward to microsoft in alphabet. they are expecting to have updates on their ai efforts. maybe it is just for ai when you don't have these reality labs and metaverse, if that is set aside and it's just ai, how much would the stock be up? lisa: i feel bad for mark zuckerberg, he doesn't have the same call to personality that elon musk has. jonathan: he's cultivating. lisa: i'm wondering if he had -- he's gotten jack. at what point can he say something and people get excited about it the same way elon musk does? annmarie: fourth richest person in the world. jonathan: and lisa feel sorry for him. annmarie: i have the tiniest violin for mark zuckerberg. jonathan: let's talk about the data in an hour. u.s. first-quarter gdp data is due in 60 minutes. the bloomberg survey calling for a 2.5 percent rise over the previous quarter. we are looking at jobless claims and personal consumption data going into the next week. we will have pca, i federal reserve decision and we will be talking about payrolls next friday. if it took a
i'm looking forward to microsoft in alphabet. they are expecting to have updates on their ai efforts. maybe it is just for ai when you don't have these reality labs and metaverse, if that is set aside and it's just ai, how much would the stock be up? lisa: i feel bad for mark zuckerberg, he doesn't have the same call to personality that elon musk has. jonathan: he's cultivating. lisa: i'm wondering if he had -- he's gotten jack. at what point can he say something and people get excited about it...
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Apr 26, 2024
04/24
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to microsoft partnership but with openai, the creator of chatgpt. shares rose on the news. and together, they should go some way through restoring confidence in the tech sector which was shaken wednesday after meta's stock fell after its own earnings report and after the market was rattled by slowing us gdp and stubborn inflation. in other earnings news, intel also announced its results but it was its outlook for the second quarter of the year that sent should shares lower in later trading. intel says weak demand for its traditional datacentre and pc chips is what led to the lower forecast. investors are investors a re now investors are now trimming expectations that the federal reserve will cut rates before september. 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. us secretary of state is meeting chinese officials on a three—day trip. economic ties have be
to microsoft partnership but with openai, the creator of chatgpt. shares rose on the news. and together, they should go some way through restoring confidence in the tech sector which was shaken wednesday after meta's stock fell after its own earnings report and after the market was rattled by slowing us gdp and stubborn inflation. in other earnings news, intel also announced its results but it was its outlook for the second quarter of the year that sent should shares lower in later trading....
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Apr 26, 2024
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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 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 24, 2024
04/24
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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 the favour, the mag seven being becoming a fab five. elsewhere, as we told you on newsday, 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. us plane—maker boeing reported its first revenue drop in almost two years. its manufacturing quality has come under scrutiny after a series of accidents involving its max 737 model. let's bring in aerospace consultant mark martin. i asked him what he made of boeing's results and his outlook for the playmaker. we know that boeing commercial aeroplanes the revenue is driving the entire financial performance of bowing down, revenues are done by 1.6 billio
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 the favour, the mag seven being becoming a fab five. elsewhere, as we told you on newsday, 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...
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Apr 24, 2024
04/24
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we do have apple, microsoft and meta on the upside, alphabet and amazon on the downside. the 10 year treasury yield had been going up, still going up, 4. 65% as we speak. now this. now this. the case for banning tiktok is strong, the chinese communist party, a portal into 170 million american users. congress has taken action. cell tiktok within a year or it will be banned. don't hold your breath. china's government does not want to sell it. they've that classified all important algorithm as sensitive technology which means official approval for any sale outside china. they can and will say don't sell. there is the inevitable lawsuit, tiktok will say a for sale is a violation of its users first amendment rights. the government cannot ban a form of communication, politics will come into this. tiktok is popular, with younger people. young voters are not likely to be impressed with national security arguments, they know what they like and where to keep it. fairness comes into it too. countless businesses based on tiktok because it works best for them. they've got a killer alg
we do have apple, microsoft and meta on the upside, alphabet and amazon on the downside. the 10 year treasury yield had been going up, still going up, 4. 65% as we speak. now this. now this. the case for banning tiktok is strong, the chinese communist party, a portal into 170 million american users. congress has taken action. cell tiktok within a year or it will be banned. don't hold your breath. china's government does not want to sell it. they've that classified all important algorithm as...
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Apr 26, 2024
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when i listen to google, microsoft, meta, google 90% cap x year over year microsoft 50%. tesla is going to buy 50,000 h-100s meta the same. what that tells me is they're still buying nvidia. i think jim is spot on and great to add to that position because it's over its 50 day it's bouncing at it. when their numbers come out, listening to these trillion dollar companies talk about the cap x spend, they're still going to nvidia. so i think nvidia will have another blow-out quarter and we got the stock back over a thousand if the stock participates in it as well. >> alphabet hitting a new all-time high after announcing its first ever dividend as well. we've got some ownership here around the desk. i guess, josh, let's start with you. what did you like about the quarter? there was so much really to pick from here. >> so there is two things here, courtney i want to talk about the optics, and i want to talk about the actual fundamentals. the optics around alphabet have been horrendous in recent months i'm a long-term shareholder and i had thought earlier this year that alphabet
when i listen to google, microsoft, meta, google 90% cap x year over year microsoft 50%. tesla is going to buy 50,000 h-100s meta the same. what that tells me is they're still buying nvidia. i think jim is spot on and great to add to that position because it's over its 50 day it's bouncing at it. when their numbers come out, listening to these trillion dollar companies talk about the cap x spend, they're still going to nvidia. so i think nvidia will have another blow-out quarter and we got the...
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Apr 26, 2024
04/24
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nvidia up 4%, microsoft up to into thirds. stuart: roku selling off after what? lauren: that they are pushing ad supported tears, what disney plus is about to do, taking from their business. they reported 14% jump in subscribers, a narrower loss overshadowed by that warning, stocked on 8. 5%. the first round of the nfl draft was last night at nike signed 20 rookies, more than have selected last night in detroit including jamie daniels. david: that ain't cheap but you spend money and make money. most taxpayers have to pay hundreds or thousands more each year of president biden left trump era tax cuts expire. house republicans are forming tax teams to figure out a way to save americans money. grady trimble has that story and biden is set to announce another $6 billion in aid to ukraine on top of the $60 billion the white house just approved. when will that be enough and how are we accounting for it all? for all? congressman byron donald's deals with that next. to me, harlem is home. but home is also your body. i asked myself, why doesn't pilates exist in harlem? so
nvidia up 4%, microsoft up to into thirds. stuart: roku selling off after what? lauren: that they are pushing ad supported tears, what disney plus is about to do, taking from their business. they reported 14% jump in subscribers, a narrower loss overshadowed by that warning, stocked on 8. 5%. the first round of the nfl draft was last night at nike signed 20 rookies, more than have selected last night in detroit including jamie daniels. david: that ain't cheap but you spend money and make money....
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Apr 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 25, 2024
04/24
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a company like microsoft has expressed - microsoft has expressed interest in tiktok before, they want to get deeper into the social media game, oracle is tied up with tiktok over the last couple of years but mostly to tout its cloud services are legitimate, does not seem like they are a legitimate buyer, maybe a bunch of private equity funds could team up and put together their money, i would not rule out elon musk even though tesla stock has been sinking. perhaps he could make a run for tiktok, sinking. perhaps he could make a runfortiktok, i sinking. perhaps he could make a run for tiktok, i would sinking. perhaps he could make a run for tiktok, iwould not rule that out. the thing to keepin rule that out. the thing to keep in mind about a sale, the chinese government has the ability to veto a sale there because they have put bite dance the tiktok owner, they have put their technology on the export control list, it is our understanding tritone could veto sale and it's unlikely they would want to approve a sale under these circumstances. interesting to get your take on that. paresh da
a company like microsoft has expressed - microsoft has expressed interest in tiktok before, they want to get deeper into the social media game, oracle is tied up with tiktok over the last couple of years but mostly to tout its cloud services are legitimate, does not seem like they are a legitimate buyer, maybe a bunch of private equity funds could team up and put together their money, i would not rule out elon musk even though tesla stock has been sinking. perhaps he could make a run for...
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Apr 26, 2024
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al on the tech side maybe microsoft - it comes to ai? al on the tech side maybe microsoft has - it comes to ai? al on the tech | side maybe microsoft has elite but don't underestimate alphabet, they are the head of market share in search and that is something you figure when chatgpt came out, ai in general took off and everyone figured other but will be in trouble because we won't need to use search engines and another openai can basically write estimates for eskimo joe anything we need but we saw double—digit growth for alphabet and microsoft also doing well on that front. by doing well on that front. by doing so well on cloud right now that makes you wonder both gaining market share, mean when amazon reports next week, aws a leader in cloud computing, or that take a hit? we find it next week. ai is an important part of the story but both being able to continue to do well in the corporate as ai benefit stock to pay off. thank ou ve benefit stock to pay off. thank you very much- _ to the us economy now, because markets were rattled on
al on the tech side maybe microsoft - it comes to ai? al on the tech side maybe microsoft has - it comes to ai? al on the tech | side maybe microsoft has elite but don't underestimate alphabet, they are the head of market share in search and that is something you figure when chatgpt came out, ai in general took off and everyone figured other but will be in trouble because we won't need to use search engines and another openai can basically write estimates for eskimo joe anything we need but we...
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Apr 25, 2024
04/24
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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 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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microsoft, you can see, near the top of the blue chips. in fact, much of the dow is in the green right now. but intel, that is a huge sore spot on the session. it is the biggest laggard by a long shot. right now it is down after the chip maker posted a first quarter sales miss and gave a weak forecast on sluggish chip demand. intel is alone -- is also, rather, one of the biggest losers on the nasdaq and s&p 500. you can see it's down close to 10%. and as a investors weigh odds of higher for longer rates, "the wall street journal" is reporting that trump advisers are considering plans to dramatically revamp the federal reserve. so we've got a lot to discuss. let's get right to the floor show. joining me now is geltrude and company founder dan geltrude and the cow guy in my favorite suit on television, scott shellady. [laughter] i always love to see it of you're outdepress dressing -- outdressing me today. scott, we had that pce number hotter than expected, but it kind of feels it's not as bad as it could have been especially after we saw th
microsoft, you can see, near the top of the blue chips. in fact, much of the dow is in the green right now. but intel, that is a huge sore spot on the session. it is the biggest laggard by a long shot. right now it is down after the chip maker posted a first quarter sales miss and gave a weak forecast on sluggish chip demand. intel is alone -- is also, rather, one of the biggest losers on the nasdaq and s&p 500. you can see it's down close to 10%. and as a investors weigh odds of higher for...
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Apr 22, 2024
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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...