0
0.0
Apr 24, 2024
04/24
by
BBCNEWS
tv
eye 0
favorite 0
quote 0
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...
0
0.0
Apr 25, 2024
04/24
by
BBCNEWS
tv
eye 0
favorite 0
quote 0
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...
0
0.0
Apr 26, 2024
04/24
by
CNBC
tv
eye 0
favorite 0
quote 0
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...
0
0.0
Apr 22, 2024
04/24
by
CNBC
tv
eye 0
favorite 0
quote 0
>> microsoft is our largest. the reason why we like that company is the fact that it's so entrenched in our day-to-day lives in terms of enterprise, and just the consistency and the defensiveness of the business, so while valuations are elevated for a name like microsoft, we think the premiums that investors are paying for it is reasonable. >> the idea of -- i'll take you back let's say, i don't know, six months, four months. let's go four months. the idea of lower interest rates at some point this year, how much do you think that had to do, if at all, with the run we saw in the megacap names and then if i take that off the table from you, what is it going to mean for the next six months, let's say? >> fair question. you know, we were noncon sen us in terms of the interest rate outlook. we thought the fed was not going to do what the market expected in terms of a percentage cut in rates. we were thinking one or two rate cuts this year. we think honestly earnings growth is going to be more important than whether t
>> microsoft is our largest. the reason why we like that company is the fact that it's so entrenched in our day-to-day lives in terms of enterprise, and just the consistency and the defensiveness of the business, so while valuations are elevated for a name like microsoft, we think the premiums that investors are paying for it is reasonable. >> the idea of -- i'll take you back let's say, i don't know, six months, four months. let's go four months. the idea of lower interest rates at...
0
0.0
Apr 25, 2024
04/24
by
CNBC
tv
eye 0
favorite 0
quote 0
>> 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...
0
0.0
Apr 26, 2024
04/24
by
FBC
tv
eye 0
favorite 0
quote 0
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...
0
0.0
Apr 25, 2024
04/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
microsoft and google reporting after the bell. those are pretty significant declines in the idea is we are worried on the back of meda's earnings, that all of this spend on ai infrastructure is not bringing some big boom in generative ai driven sales growth. actual software products that people use and companies make money from. this is bloomberg technology. ♪ (upbeat music) there's more to business than the business you're in. if you use data, that's the privacy business. manufacturing on demand? you're talking cloud business. got a few million hyper-connected customers? digital experience business. that was fast. that's where deloitte comes in. with the right combination of talent and technology to help advance and connect all that it takes to excel in business ... to the business i'm in. deloitte. starting a business is never easy, but starting it eight months pregnant.. that's a different story. i couldn't slow down. we were starting a business from the ground up. people were showing up left and right. and so did our busines
microsoft and google reporting after the bell. those are pretty significant declines in the idea is we are worried on the back of meda's earnings, that all of this spend on ai infrastructure is not bringing some big boom in generative ai driven sales growth. actual software products that people use and companies make money from. this is bloomberg technology. ♪ (upbeat music) there's more to business than the business you're in. if you use data, that's the privacy business. manufacturing on...
0
0.0
Apr 25, 2024
04/24
by
CNBC
tv
eye 0
favorite 0
quote 0
. >> 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...
0
0.0
Apr 26, 2024
04/24
by
CNBC
tv
eye 0
favorite 0
quote 0
microsoft didn't close on the highs. a lot of stuff gave back a little bit of ground those are great headlines. next week we've got a fed meeting, a payroll number on friday, a lot of dynamics for the macro that i think could change how good everybody feems. where were we last friday? >> you see a pullback in the markets. you see a pullback in nvidia but you see rates going higher, you still buy nvidia >> yes, i think ultimately -- and there is a bid below nvidia less than there is a bid -- it's got more of a bid to it on a dip than the market does right here. >> i think the market is going to pull back i'm staying with i think we're going to test that 200 day which is 4690 in the s&p very rarely do you tap the 50 and then not go through the 100, down to the 200 to test the 200. i feel as if -- i've been positive on the market i feel as if even the bulls would like a status check on the market because i'm not saying this is going to be a long-term test, i think we're going to test it and rebound. >> it was a little bit s
microsoft didn't close on the highs. a lot of stuff gave back a little bit of ground those are great headlines. next week we've got a fed meeting, a payroll number on friday, a lot of dynamics for the macro that i think could change how good everybody feems. where were we last friday? >> you see a pullback in the markets. you see a pullback in nvidia but you see rates going higher, you still buy nvidia >> yes, i think ultimately -- and there is a bid below nvidia less than there is...
0
0.0
Apr 24, 2024
04/24
by
CNBC
tv
eye 0
favorite 0
quote 0
i think microsoft and amazon will also deliver the goods. and so i think you're setting up where these multiples and the growth we have last year in stock appreciation is going to be warranted and will help lift up the rest of the market. to your point about these six names versus the other 494, i think once we get into the second and third quarter of the year, the other names, the other names in the s&p from a revenue and earnings, are going to start to pick up i think this is just a q1 year over year. i'm about the negative earnings growth >> weiss, are we going to meet the moment if you look at the mega cap, we're not here without that, obviously. nvidia is up 100% in six months. meta is up 66% in six months amazon, alphabet, 39%, 29.5%, respectively microsoft, 24% we can take apple out for now. it's irrelevant to our conversation the question is, are they going to live up to the hype so to speak? >> i believe they will, actually i think that meta and microsoft -- i don't want to say definitely but a much higher probability on meta. micro
i think microsoft and amazon will also deliver the goods. and so i think you're setting up where these multiples and the growth we have last year in stock appreciation is going to be warranted and will help lift up the rest of the market. to your point about these six names versus the other 494, i think once we get into the second and third quarter of the year, the other names, the other names in the s&p from a revenue and earnings, are going to start to pick up i think this is just a q1...
0
0.0
Apr 26, 2024
04/24
by
CNBC
tv
eye 0
favorite 0
quote 0
it was different in alphabet and microsoft last night microsoft had an interesting answer to this capex problem right now demand is outstripping the supply of ai capabilities. we will spend oodles and oodles of cash on this. >> when they say demand is outstripping supply, does that mean companies are going to them saying here is how we think ai could help us. and google says we don't have the application to put that in but we could invest and build it >> sort of it's mostly happening in the cloud, especially with open ai because of the relationship between microsoft and open ai. when people go to open ai and use their technology for their own apps, for their own services, for their own chat bots, so much is running on the microsoft azure cloud. next weekly will get a different story. amazon will probably be caulking about capex. in fact, they announced it yesterday. probably to get ahead of the negative reaction meta had but they're also being very aggressive with their buildout apple is a completely different story. we don't know where they fit into this ai picture how much of that is
it was different in alphabet and microsoft last night microsoft had an interesting answer to this capex problem right now demand is outstripping the supply of ai capabilities. we will spend oodles and oodles of cash on this. >> when they say demand is outstripping supply, does that mean companies are going to them saying here is how we think ai could help us. and google says we don't have the application to put that in but we could invest and build it >> sort of it's mostly...
0
0.0
Apr 25, 2024
04/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
microsoft is around 30% cloud growth. i'm looking for google and aws to start to share a little more data and give us more visibility . but i love that microsoft came out and said this is how much of our azure growth is tied to ai. that says the company is comfortable, the deals are growing, enterprises are spending more with them and it is ai specific. paul: let's look at intel, some disappointing sales and profit numbers, but i understand you have in speaking with the ceo. did you hear anything that reassured you? >> intel is a multi-year investment play for a lot of investors looking for that short-term win. they have to understand the new segmentation, the products and foundry is all about becoming a critical infrastructure partner to the u.s. and the west for a supply chain resiliency, national defense, global technology and economic readership. i think intel has made the commitment. in the conversations we've had and he has shared publicly is that the company -- company has hit targets. it was a problem for a long t
microsoft is around 30% cloud growth. i'm looking for google and aws to start to share a little more data and give us more visibility . but i love that microsoft came out and said this is how much of our azure growth is tied to ai. that says the company is comfortable, the deals are growing, enterprises are spending more with them and it is ai specific. paul: let's look at intel, some disappointing sales and profit numbers, but i understand you have in speaking with the ceo. did you hear...
0
0.0
Apr 26, 2024
04/24
by
CNBC
tv
eye 0
favorite 0
quote 0
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...
0
0.0
Apr 22, 2024
04/24
by
FBC
tv
eye 0
favorite 0
quote 0
story impacts a little bit more clear with meta and microsoft. charles: have to ask you tesla it's not a lot they have been here before. is it becoming attractive to y you. >> for me i'm in the margins boat i want to see tesla's management team get on the call tomorrow and i want to hear them talk about when will margins bottom the a.i. impact may be a couple of years out the a.i. problem is very complex is not going to be the first one out the gate like a simple ad software system like facebook or meta it's going to be a couple years out left to get on the call and tell investors when the margins are going to bottom. charles: what is the robo taxi thing i think that's a little corny to put that in the forefront right now. >> is a little corny because what they could be doing is prioritizing the lower-priced vehicle that everyone is waiting for in there's rumors that they put that on pause for the robo taxi and that's not what we want to see in the economy considering average sales are coming down due to weak consumer. i think they could come out
story impacts a little bit more clear with meta and microsoft. charles: have to ask you tesla it's not a lot they have been here before. is it becoming attractive to y you. >> for me i'm in the margins boat i want to see tesla's management team get on the call tomorrow and i want to hear them talk about when will margins bottom the a.i. impact may be a couple of years out the a.i. problem is very complex is not going to be the first one out the gate like a simple ad software system like...
0
0.0
Apr 26, 2024
04/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
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...
0
0.0
Apr 25, 2024
04/24
by
CNBC
tv
eye 0
favorite 0
quote 0
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...
0
0.0
Apr 26, 2024
04/24
by
CNBC
tv
eye 0
favorite 0
quote 0
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...
0
0.0
Apr 26, 2024
04/24
by
FBC
tv
eye 0
favorite 0
quote 0
tyler, golly, microsoft, they're spending the cash. but, you know, so is pet that. meta's getting punished for it, microsoft being rewarded for it. what's that all about? >> well, i think the main difference is microsoft has a proven if track record in spending cap-x, right? they weren't trying to do the met verse, they have great distributioned models to sell these services to enterprise companies. we view cap-x as a signal of strength, as a signal of future a.i. demand. so we're thinking they might spend $70 billion next year on cap-x, maybe 80 if things really take off. charles: wow. how are you going to -- they going to buy back their stock if that i do that? [laughter] -- if they do that? charles: we had a screen up a moment ago while you were talking, and it's just sort of amazing in my mind because, listen, we want these companies to invest the sort of money, cap-x, but this is the copse traited s&p 500 cap-x, and you can see just the top 10 companies, 29 of the s&p, you know, cap-x, 54% of r&d. it's like, you know, i love entrepreneurship, i lo to see someon
tyler, golly, microsoft, they're spending the cash. but, you know, so is pet that. meta's getting punished for it, microsoft being rewarded for it. what's that all about? >> well, i think the main difference is microsoft has a proven if track record in spending cap-x, right? they weren't trying to do the met verse, they have great distributioned models to sell these services to enterprise companies. we view cap-x as a signal of strength, as a signal of future a.i. demand. so we're...
0
0.0
Apr 22, 2024
04/24
by
FBC
tv
eye 0
favorite 0
quote 0
. >> 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...
0
0.0
Apr 25, 2024
04/24
by
FBC
tv
eye 0
favorite 0
quote 0
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...
0
0.0
Apr 22, 2024
04/24
by
CNBC
tv
eye 0
favorite 0
quote 0
meta, microsoft, alphabet, tesla, all set to report this week. but after the stock's recent selloff, will the results give them a boost or more cause for concern? we're going to talk it out. >>> plus, a bit ccoin bounce. prices are back on the rise, so, can gains keep coming? and what's next for the crypto space? our bitcoin baller b.k. is here to break it down. >>> and the ftc moving to block tapestry's acquisition of michael kors parent capri. why the move? and what does it mean for the two companies' futures? on the desk tonight, we have carter worth, courtney garcia, dan nathan, and guy adami. >>> we're going to start with the sigh of relief for stocks. the s&p 500 surging nearly 1% to snap a six-day losing streak. the dow gaining 250 points, the nasdaq leading the charge up 1.1%. markets did close off their highs of the session, though. and are still well below their recent records. the s&p down about 4% in the past month and the nasdaq down nearly 6% in that same period of time. all 11 s&p 500 sectors were in the green today, with tech the
meta, microsoft, alphabet, tesla, all set to report this week. but after the stock's recent selloff, will the results give them a boost or more cause for concern? we're going to talk it out. >>> plus, a bit ccoin bounce. prices are back on the rise, so, can gains keep coming? and what's next for the crypto space? our bitcoin baller b.k. is here to break it down. >>> and the ftc moving to block tapestry's acquisition of michael kors parent capri. why the move? and what does it...
0
0.0
Apr 22, 2024
04/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
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...
0
0.0
Apr 25, 2024
04/24
by
CNBC
tv
eye 0
favorite 0
quote 0
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...
0
0.0
Apr 24, 2024
04/24
by
CNBC
tv
eye 0
favorite 0
quote 0
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...
0
0.0
Apr 24, 2024
04/24
by
FBC
tv
eye 0
favorite 0
quote 0
>> 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...
0
0.0
Apr 22, 2024
04/24
by
CNBC
tv
eye 0
favorite 0
quote 0
activity just like microsoft. with apple, really not much of the a.i. story right now, but expecting that to come at the developers conference in june. more of the concern right now is the declining sales for apple, especially in china. shares are the only one in the group down 14% on the year. guys. a lot going on. >> what will happen with tesla this week? >> oh, man. >> do you have a view? >> for what? >> tesla. tesla. everybody is freaking out. >> i think phil put it nicely. will they ditch this model 2 for the robotaxi initiative? i remember elon musk saying there will be a million robotaxis next year and that was five years ago. this august event is what people are looking at for tesla. >> keep the dream alive. >> this is what it will be like one day. >> steve, thank you. nice to see you. >>> coming up this morning, the house voting to authorize foreign aid for israel over the weekend. we will talk about the potential impact of the funds on the war right afr isteth. (music playing) switch to shopify and sell smarter at every stage of your business.
activity just like microsoft. with apple, really not much of the a.i. story right now, but expecting that to come at the developers conference in june. more of the concern right now is the declining sales for apple, especially in china. shares are the only one in the group down 14% on the year. guys. a lot going on. >> what will happen with tesla this week? >> oh, man. >> do you have a view? >> for what? >> tesla. tesla. everybody is freaking out. >> i think...
0
0.0
Apr 22, 2024
04/24
by
FBC
tv
eye 0
favorite 0
quote 0
. >> it was microsoft first who had real talks. oracle was just taking data, it fell apart t wasn't a pure buyout. microsoft was actually going to buy it then. that was the talks and it fell apart. so we've been discussing this for how many years? this story never goes away. liz: steve mnuchin may want to get in there. >> i put him lower on the list. liz: we shall see. >> based on the money. liz: closing bell four minutes away, starting off the week with green on the screen. nice market rally here. look at the dow 256 off the highs of the session. you add 200 points it feigned on friday, not a bad doubleday move. s&p up 43. that is exactly the amount it lost on friday. nasdaq is seeing a 166 point gain. it is the biggest winner, up more than 1% at the moment, followed by the russell 19 points, just under 1%. look at gold, today, today it is falling $69 per troy ounce as fears the conflict in the middle east would escalate over the weekend have subsided at least for the moment but after multiple fresh all-time records the precious m
. >> it was microsoft first who had real talks. oracle was just taking data, it fell apart t wasn't a pure buyout. microsoft was actually going to buy it then. that was the talks and it fell apart. so we've been discussing this for how many years? this story never goes away. liz: steve mnuchin may want to get in there. >> i put him lower on the list. liz: we shall see. >> based on the money. liz: closing bell four minutes away, starting off the week with green on the screen....
0
0.0
Apr 26, 2024
04/24
by
FBC
tv
eye 0
favorite 0
quote 0
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....
0
0.0
Apr 22, 2024
04/24
by
CNBC
tv
eye 0
favorite 0
quote 0
meta, alphabet and microsoft. the stakes could not be higher after ugly days which fall the sector falling 7%. the worst week since march of 202. a 2020. 29 of the nasdaq 100 are 20% from their 52-week high. look at some of the biggest pullbacks in the space. amd is off 35% from the high. intel off 33%. palo alto off 27%. adobe is also off 27% with nvidia off 22% in bear market territory. joining me now is james cakmak. >> good morning, frank. >> i want to talk about earnings season coming up. we are hitting on stocks well off the highs. how important is earnings season not only for the market, but for tech? fact set came out with a report with five of the magnificent seven stocks are supposed to be 60% higher. if you look at the s&p, earnings decline at 7%. lay it out for us. >> i think what we saw over the last week with a couple of bellwethers reporting. taiwan semi and netflix reported. i think we saw estimates which got ahead of themselves. not so much estimates, but ex-pee expec expectations. the estimates c
meta, alphabet and microsoft. the stakes could not be higher after ugly days which fall the sector falling 7%. the worst week since march of 202. a 2020. 29 of the nasdaq 100 are 20% from their 52-week high. look at some of the biggest pullbacks in the space. amd is off 35% from the high. intel off 33%. palo alto off 27%. adobe is also off 27% with nvidia off 22% in bear market territory. joining me now is james cakmak. >> good morning, frank. >> i want to talk about earnings season...
0
0.0
Apr 22, 2024
04/24
by
CNBC
tv
eye 0
favorite 0
quote 0
i have such tech exposure between meta and microsoft, alphabet as we talked about and also amazon, we can quibble whether it's retail, whether it's tech, i look at it as tech because aws drives it. and then i've got vertiv and taiwan semi. if i look for the one i love least, i think has the most time to recover that's asml. now it's a complete show me stock. i was right that the quarter was going to be disappointing, so was the rest of the street. everybody thought it was a show me quarter. this he didn't show me so now i have until they report the third or fourth quarter to get back in the stock if i choose to do so. it's more portfolio positioning than specifically this. netflix, conversely, i don't know if we will get to it later in the show -- >> sounds like you want to get to it now. >> i do because it's on my mind. look, i said i'd buy it last week and i didn't, didn't sell what i have, it's a small position but now i have to think about, okay, this he did away with reporting subs, which is what apple did five years ago, but, i don't know, i don't think the market can get to inc
i have such tech exposure between meta and microsoft, alphabet as we talked about and also amazon, we can quibble whether it's retail, whether it's tech, i look at it as tech because aws drives it. and then i've got vertiv and taiwan semi. if i look for the one i love least, i think has the most time to recover that's asml. now it's a complete show me stock. i was right that the quarter was going to be disappointing, so was the rest of the street. everybody thought it was a show me quarter....
0
0.0
Apr 19, 2024
04/24
by
CNBC
tv
eye 0
favorite 0
quote 0
, meta and alphabet reporting next week and microsoft underperforming. could earnings change the story for the stock? let's bring back the chart master carter braxton worth and mike khouw for good old fashioned old school "options action." carter, kick is off with the charts. >> this is a big and prominent name that matters to all, perhaps not widely as apple, but number two, sure hi, and bigger market cap now so here's a chart, we have three, with the 150-day moving average, that october selloff was a 15%er, and i think we're headed down there again. so take a look at the next iteration. and, what you'll see here is, we dropped 15.6%, we touched the 150-day to the penny and we bounced. this selloff, i think, is going to do the exact same thing that would take us down 12 3k9, and it's also exactly where the trend line, and that's the point of a moving average, is essentially an automated trend line comes into play so lower from here, and then even as we get to that level, a play for bounce. >> so, mike, what's the trade? >> yeah, it's interesting, option
, meta and alphabet reporting next week and microsoft underperforming. could earnings change the story for the stock? let's bring back the chart master carter braxton worth and mike khouw for good old fashioned old school "options action." carter, kick is off with the charts. >> this is a big and prominent name that matters to all, perhaps not widely as apple, but number two, sure hi, and bigger market cap now so here's a chart, we have three, with the 150-day moving average,...
0
0.0
Apr 25, 2024
04/24
by
CNBC
tv
eye 0
favorite 0
quote 0
let's talk about microsoft and alphabet, both of which are flying in after-hours trading. microsoft beat the estimates for every major line item with 17% revenue growth, which is incredible 20% earnings growth. that's looking growth. their azure cloud business growing nicely again much better than expected. ♪ hallelujah ♪ their integration of artificial intelligence seems to be helping them sell enterprise software, which is microsoft's bread and butter these ai workloads are incredibly strong for them and they are seeing stability even in the pc market yes, it's stabilizing. nice quarter as for alphabet, wow, they finally did it it was a magnificent set of numbers. no wonder the stock was so strong searching youtube core business were much better than expected they finally broke out some numbers for youtube and they were spectacular ai business incredible google cloud was great growing at 28.4% clip. up with the other big boys authorized, get this, $70 billion buyback on the strength of share count directly boosting the earnings per share and hallelujah ♪ hallelujah
let's talk about microsoft and alphabet, both of which are flying in after-hours trading. microsoft beat the estimates for every major line item with 17% revenue growth, which is incredible 20% earnings growth. that's looking growth. their azure cloud business growing nicely again much better than expected. ♪ hallelujah ♪ their integration of artificial intelligence seems to be helping them sell enterprise software, which is microsoft's bread and butter these ai workloads are incredibly...
0
0.0
Apr 26, 2024
04/24
by
CNBC
tv
eye 0
favorite 0
quote 0
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...
0
0.0
Apr 21, 2024
04/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
big tech, tesla, microsoft, meta, alphabet will kick off earnings. investigators -- investors will look for ai to rebound and slumping u.s. stocks, not a great week for the s&p. meta is expected to show strong revenue growth and almost double net earnings from a year ago. tesla fell for the first time since 2020 after its largest delivery drop on record. a busy earnings week in asia, led by sk hynix. the south korean company will probably beat consensus on operating profit thanks to a dominating market share in high-bandwidth memory chips. bank of japan has a policy decision in focus and it is expected to keep rates on hold after delivering the historic hike last month. bank of indonesia might deliver a hike wednesday to put a floor under the rupiah. we will be watching chinese commercial banks probably keep their loan prime rates unchanged following the pboc's hold this month. in the u.s., economists think gdp growth may have slowed in the first quarter. the feds inflation gauge sit -- stayed elevated. ahead of the release of u.s. data, fed official
big tech, tesla, microsoft, meta, alphabet will kick off earnings. investigators -- investors will look for ai to rebound and slumping u.s. stocks, not a great week for the s&p. meta is expected to show strong revenue growth and almost double net earnings from a year ago. tesla fell for the first time since 2020 after its largest delivery drop on record. a busy earnings week in asia, led by sk hynix. the south korean company will probably beat consensus on operating profit thanks to a...
0
0.0
Apr 25, 2024
04/24
by
FBC
tv
eye 0
favorite 0
quote 0
with microsoft, you guys the expectations are on a.i. revenue, look at that up 15% year over year and a bottom line improvement, 2 ilk 84. google, a similar story, can the advertising revenue keep up, you know, a.i., maybe a competitive risk in the short term. how does google navigate that? brian: i wonder if they talk about the firings at google on, somebody ought to ask them about that. that would be interesting. jackie: we'll see. we'll send it over to charles payne. he will take it from here. charles: thank you all very much. good afternoon, i'm charles payne. this is "making money." breaking right now sobering economic data pushed an already weak market right over the edge. looking at this, the market is exhibiting a lot of grit. sew throughout the area what we've done we have some of the best on the street to share their thoughts. a gameplan dealing with evolving reality, that inflation ain't dead by a long shot. meta, joining the ranks of netflix, taiwan semiconductor, solid earnings but unsteady guidance. danielle shay what it me
with microsoft, you guys the expectations are on a.i. revenue, look at that up 15% year over year and a bottom line improvement, 2 ilk 84. google, a similar story, can the advertising revenue keep up, you know, a.i., maybe a competitive risk in the short term. how does google navigate that? brian: i wonder if they talk about the firings at google on, somebody ought to ask them about that. that would be interesting. jackie: we'll see. we'll send it over to charles payne. he will take it from...
0
0.0
Apr 23, 2024
04/24
by
CNBC
tv
eye 0
favorite 0
quote 0
we will hear from the big tech companies stateside like microsoft and tesla. we are seeing pockets of green when it comes to tech in europe. it is driven by the results we are getting from the tech space in europe. retail is up 1.3% as i mentioned earlier with the result from ab foods which is contributing to the positive momentum. they beat on the expectations. when it comes to the worst performing ectors, it is basic resources down 1.2%, frank. >> you mentioned technology is out performing. one company is helping is s.a.p. it is reporting first quarter cloud revenue in line at 3.9 billion euro which was a 24% increase from the year earlier as the surge for artificial intelligence is fueling growth. annette is joining us with more. shares are moving higher, annette. >> reporter: yes. we have seen positive momentum more s.a.p. shares for a couple of months. this is pushing them higher again because clearly they are reconfirming outlook for the year and the partnership that nvidia seems to be working quite well. in a nutshell, what they are saying is they have
we will hear from the big tech companies stateside like microsoft and tesla. we are seeing pockets of green when it comes to tech in europe. it is driven by the results we are getting from the tech space in europe. retail is up 1.3% as i mentioned earlier with the result from ab foods which is contributing to the positive momentum. they beat on the expectations. when it comes to the worst performing ectors, it is basic resources down 1.2%, frank. >> you mentioned technology is out...
0
0.0
Apr 23, 2024
04/24
by
CNBC
tv
eye 0
favorite 0
quote 0
nvidia number one, followed by microsoft, apple, tesla and meta, amazon and alphabet. there's also been negative sentiment around these companies. but the short interest, it might be more about downside protection and hedging. investors are using megacap tech to hedge their overall portfolios it's for fishlt than going long material they are cheap to borrow and short because they're so liquid. he described them as a hedge with, quote, serious afterburners since they get the biggest kick in the teeth if the market goes the wrong way for them, aside from last week shorting big tech, it's been a lot less profitable. nvidia shorts, for example, down 35% this year. meta shorts down 27%, amazon, microsoft, alphabet bears are all in the red of the mag seven, it's only been profitable to short apple and short tesla. shorting tesla, though, that's been risky bears have lost a total $52.5 billion, shorting tesla since inipo, only two years have been profitable for short sellers this is on track to be one of them the shorts are up $9 billion this year, guys. >> how do we know how
nvidia number one, followed by microsoft, apple, tesla and meta, amazon and alphabet. there's also been negative sentiment around these companies. but the short interest, it might be more about downside protection and hedging. investors are using megacap tech to hedge their overall portfolios it's for fishlt than going long material they are cheap to borrow and short because they're so liquid. he described them as a hedge with, quote, serious afterburners since they get the biggest kick in the...
0
0.0
Apr 24, 2024
04/24
by
FBC
tv
eye 0
favorite 0
quote 0
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...
0
0.0
Apr 24, 2024
04/24
by
CSPAN3
tv
eye 0
favorite 0
quote 0
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...
0
0.0
Apr 26, 2024
04/24
by
BBCNEWS
tv
eye 0
favorite 0
quote 0
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....
0
0.0
Apr 26, 2024
04/24
by
BBCNEWS
tv
eye 0
favorite 0
quote 0
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....
0
0.0
Apr 26, 2024
04/24
by
BBCNEWS
tv
eye 0
favorite 0
quote 0
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...
0
0.0
Apr 25, 2024
04/24
by
CNBC
tv
eye 0
favorite 0
quote 0
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...
0
0.0
Apr 23, 2024
04/24
by
CNBC
tv
eye 0
favorite 0
quote 0
amazon, microsoft, all in the red. it has only been profitable to apple and tesla. they have lost $52 billion going back to the ipo. only two years they have been profitable. they are up $9 billion for the year. >> we will follow it. thank you. elon musk today, speaking of tesla, in overtime, on x, the car business is tough, which is why he said. stock is down 42% year to date. they will continue price cuts, when they think they are done, they are not done. the direction of the company weighing on shares. what was once a very important earnings report for the overall growth rate. now as the market cap has come down and been kind half, basically, it does not feel like it holds that degree of importance. >> that is a very good point. certainly, for sentiment, tesla represents hypergrowth trade of years past. the unfortunate truth that is being found out now is that it is a car company. when i say that, their hair stands on end. when you're a car company, you have a lot that costs. how do you do that when the ev business is in a bad spot here, lower prices. that is not
amazon, microsoft, all in the red. it has only been profitable to apple and tesla. they have lost $52 billion going back to the ipo. only two years they have been profitable. they are up $9 billion for the year. >> we will follow it. thank you. elon musk today, speaking of tesla, in overtime, on x, the car business is tough, which is why he said. stock is down 42% year to date. they will continue price cuts, when they think they are done, they are not done. the direction of the company...