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May 9, 2024
05/24
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at microsoft's new data center. that is not all, microsoft is continuing to pipeline, going to high schools in nearby mount pleasant to train high school students for jobs of the future. as he pointed out, it will create 100,000 jobs over time. it is all part of microsoft's plan to build an artificial intelligence ecosystem right here in racine that is going to be transformative not just here, but worldwide. it is not only a significant investment in infrastructure in racine, but for the people overseeing. it means folks are getting trained in new, high-pain, high-skill jobs that don't require a four-year college degree and don't require you to leave home. you know where i come from, that really matters. i know what it's like when your parents have to move the family in search of work because there no jobs. what it does to the family's dignity. last year my wife jill announced our first five workforce hub sites to build a pipeline of workers and industries that are creating a new hometowns in phoenix, baltimore, col
at microsoft's new data center. that is not all, microsoft is continuing to pipeline, going to high schools in nearby mount pleasant to train high school students for jobs of the future. as he pointed out, it will create 100,000 jobs over time. it is all part of microsoft's plan to build an artificial intelligence ecosystem right here in racine that is going to be transformative not just here, but worldwide. it is not only a significant investment in infrastructure in racine, but for the people...
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May 11, 2024
05/24
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can you say your own microsoft — about. can you say your own microsoft products _ about. can you say your own microsoft products are - about. can you say your own microsoft products are or. about. can you say your own | microsoft products are or are not being used to because harm and contribute to this? we not being used to because harm and contribute to this?- and contribute to this? we are doinu and contribute to this? we are doin: the and contribute to this? we are doing the best _ and contribute to this? we are doing the best we _ and contribute to this? we are doing the best we can - and contribute to this? we are doing the best we can to - doing the best we can to hopefully not have that be the case. we have different policies, restrictions on our products, to ensure they are not being used for those purposes. and we have policies and enforcement if we determine that somebody has used them in a deceitful way or a way that goes around what our policies state. if goes around what our policies state. ., goes around what our policies state. . . ., state. if an election
can you say your own microsoft — about. can you say your own microsoft products _ about. can you say your own microsoft products are - about. can you say your own microsoft products are or. about. can you say your own | microsoft products are or are not being used to because harm and contribute to this? we not being used to because harm and contribute to this?- and contribute to this? we are doinu and contribute to this? we are doin: the and contribute to this? we are doing the best _ and...
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Apr 26, 2024
04/24
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companies are demanding the microsoft cloud and the microsoft if openai a.i. features to use throughout their operations. i was looking at an estimate from william blair, they find that more than two-thirds of fortune 500 companies are using microsoft's azure. david: wow. lauren: they're using all of this -- david: that turns into a lot -- lot of revenue for microsoft. lauren: demand is better than supply, that is a good problem to have. microsoft and google, bell weathers for technology, these are the most important earnings. they're charming the a.i. revolution -- charging the a.i. revolution and spending into with it. if you look at what they spent together in the quarter, $26 billion. most of that on art official -- david: so, kenny, all of the promises apparently are coming through. a lot of folks were wondering, gee, is it really going to pay off, all this a.i. stuff? it appears it is. >> i think it absolutely is. and i also think we're very much in the inpansy stages of this. so -- infancy stages of this. i look at this part of the tech sector as just e
companies are demanding the microsoft cloud and the microsoft if openai a.i. features to use throughout their operations. i was looking at an estimate from william blair, they find that more than two-thirds of fortune 500 companies are using microsoft's azure. david: wow. lauren: they're using all of this -- david: that turns into a lot -- lot of revenue for microsoft. lauren: demand is better than supply, that is a good problem to have. microsoft and google, bell weathers for technology, these...
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Apr 26, 2024
04/24
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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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May 15, 2024
05/24
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i am not here to defend microsoft. i think for them to get hacked in this way is a very concerning way. >> did you report -- >> i now yield five minutes to represent -- as we transition to the next round here, i just want to give you the opportunity to talk through things that you felt like wasn't covered and he wanted to make sure that it was clear, so please use this time just to clarify and express the intent here which is to make the argument for these investments understanding to the chairs point, the real trade-off in appreciating the trade off which i suspect you all do. >> thank you for the question. i would say that the major theme here is that folks need to work within budgets. there are things we can deal with more funds, but we will work within the budget and i am proud of the fact that we have a team now that can actually do that kind of math and prioritization. that is the way we work every day. we have a one to endless, the first tie is priority followed by the 150th looks exactly like this. that is the
i am not here to defend microsoft. i think for them to get hacked in this way is a very concerning way. >> did you report -- >> i now yield five minutes to represent -- as we transition to the next round here, i just want to give you the opportunity to talk through things that you felt like wasn't covered and he wanted to make sure that it was clear, so please use this time just to clarify and express the intent here which is to make the argument for these investments understanding...
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Jan 25, 2024
01/24
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microsoft, when you just look at the different verticals that microsoft plays in, the different end markets, we're talking about cloud, a.i., gaming, those are much higher growth end markets than the markets that apple is playing in and when you look at expected earnings growth for 2024, microsoft's expected earnings growth is almost twice that of a apple's, looking at 17% growth versus 9% growth for a apple. look, microsoft will overtake apple and become the highest valued company in the world, it's just a matter of time. with regards to earnings season, earnings season has really not been so great. i mean, obviously companies are -- they're clearing these super low hurdles that have been set and we're only 20% of the way into earnings season. but earnings growth right now collectively is negative 2% year over year. and if we end up finishing in the negative, jackie, i mean, now we're talking about four out of the last five quarters we finished with negative year over year earnings growth. right now, the market's trading at 19 and-a-half multiple. the 10 year average is 17 and-a-half. when
microsoft, when you just look at the different verticals that microsoft plays in, the different end markets, we're talking about cloud, a.i., gaming, those are much higher growth end markets than the markets that apple is playing in and when you look at expected earnings growth for 2024, microsoft's expected earnings growth is almost twice that of a apple's, looking at 17% growth versus 9% growth for a apple. look, microsoft will overtake apple and become the highest valued company in the...
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microsoft wanted him rehired. they wanted him, period, and then you had this new board that formed that shook things up. so you had the u.k. starting their official review, and now the e.u. is considering it. one more thing to add, the e.u. commissioner, marching recent messenger, she's going to silicon valley this week to meet with some of these big tech company including openai. stuart: okay. they're coming over here to see how we do it. [laughter] lauren: yeah. and take back what they learn, perhaps. stuart: those europeans, i tell you. qualcomm just beat out ibm for the number two spot on the u.s. patent list. why is that important? if. lauren: qualcomm was granted the second most patents last year, over 3800, so an increase of almost 58%. and it's the first time in three decades that irk bm -- ibm, another american company, was actually surpassed. all in the u.s. was granted far more patents than any other country. samsung, however, is still first. qualcomm in second place. tsmc, then ibm, and apple is in sev
microsoft wanted him rehired. they wanted him, period, and then you had this new board that formed that shook things up. so you had the u.k. starting their official review, and now the e.u. is considering it. one more thing to add, the e.u. commissioner, marching recent messenger, she's going to silicon valley this week to meet with some of these big tech company including openai. stuart: okay. they're coming over here to see how we do it. [laughter] lauren: yeah. and take back what they learn,...
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we have a situation developing with microsoft. the software giant saying that a russian state-sponsored hacking group is trying to break into microsoft's systems. using a brute force attack called password spraying, the ceo of crowd strike knows that practice. coming up, george kurtz, how crowd strike has found a way to foil the actors and how to spot with you and your company are being password sprayed. i was fascinated when he gave me the markers of what to look for. speaking of looking for things the markets are deciding whether this morning's monthly jobs report is good news or such good news that it makes to postpone an interest rate cut by the federal reserve. according to the labor department, 275,000 jobs were created last month. that's better than the expected 200,000. a strong labor market lessens the need for stimulative cut in interest rates but there was an times in the report that may indicate growth might be slowing and that could push the fed to bring out the scissors sometimes this year. and to 5400. that was a la
we have a situation developing with microsoft. the software giant saying that a russian state-sponsored hacking group is trying to break into microsoft's systems. using a brute force attack called password spraying, the ceo of crowd strike knows that practice. coming up, george kurtz, how crowd strike has found a way to foil the actors and how to spot with you and your company are being password sprayed. i was fascinated when he gave me the markers of what to look for. speaking of looking for...
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May 21, 2024
05/24
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also, you mentioned microsoft, last week about google and openai. how transparent they can be when they are developing a frontier ai model. that's a big problem and that is a big issue to talk about, in my opinion. it is moving fast. a lot of announcements lately. we've just seen the microsoft and chatgpt. this presents more challenges to keep up? yes, and i think the policies are lagging, but with al progress, it needs to speed up and countries need to collaborate to make sure that everything is bringing the beneficial side of societies. regulators will be interested in protecting consumers and the ethics of ai. is ethics something corporations are also working towards? i think some of them are, but there's no enforcements, there is no agreement on that. i think it needs to be discussed on the top level, and then it can be implemented on a much finer level of the ai deployment. meanwhile, openai says it will using one of the voices in its chatbot after users said it sounded like that of the actress scarlettjohansson. del michael willard paul was us
also, you mentioned microsoft, last week about google and openai. how transparent they can be when they are developing a frontier ai model. that's a big problem and that is a big issue to talk about, in my opinion. it is moving fast. a lot of announcements lately. we've just seen the microsoft and chatgpt. this presents more challenges to keep up? yes, and i think the policies are lagging, but with al progress, it needs to speed up and countries need to collaborate to make sure that everything...
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Apr 26, 2024
04/24
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tyler, golly, microsoft, they're spending the cash. but, you know, so is pet that. meta's getting punished for it, microsoft being rewarded for it. what's that all about? >> well, i think the main difference is microsoft has a proven if track record in spending cap-x, right? they weren't trying to do the met verse, they have great distributioned models to sell these services to enterprise companies. we view cap-x as a signal of strength, as a signal of future a.i. demand. so we're thinking they might spend $70 billion next year on cap-x, maybe 80 if things really take off. charles: wow. how are you going to -- they going to buy back their stock if that i do that? [laughter] -- if they do that? charles: we had a screen up a moment ago while you were talking, and it's just sort of amazing in my mind because, listen, we want these companies to invest the sort of money, cap-x, but this is the copse traited s&p 500 cap-x, and you can see just the top 10 companies, 29 of the s&p, you know, cap-x, 54% of r&d. it's like, you know, i love entrepreneurship, i lo to see someon
tyler, golly, microsoft, they're spending the cash. but, you know, so is pet that. meta's getting punished for it, microsoft being rewarded for it. what's that all about? >> well, i think the main difference is microsoft has a proven if track record in spending cap-x, right? they weren't trying to do the met verse, they have great distributioned models to sell these services to enterprise companies. we view cap-x as a signal of strength, as a signal of future a.i. demand. so we're...
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May 20, 2024
05/24
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also, you mentioned microsoft, last week about google and openai. how transparent they can be when they are developing a frontier area model. that's a big problem and that is a big issue to talk about in my opinion. it to talk about in my opinion. it is moving fast. a lot of announcements lately. we've just seen the microsoft and chat dbt. this presents more challenges to keep up.- chat dbt. this presents more challenges to keep up. yes, and i think the _ challenges to keep up. yes, and i think the policies _ challenges to keep up. yes, and i think the policies are _ i think the policies are lagging, but with al progress, he needs to speed up and countries need to collaborate to make sure that everything is bringing the beneficial side of societies. ., ., , , societies. regulators will be interested — societies. regulators will be interested in _ societies. regulators will be interested in protecting - interested in protecting consumers and the ethics of ai. is ethics something corporations are also working towards? i corporations are also working
also, you mentioned microsoft, last week about google and openai. how transparent they can be when they are developing a frontier area model. that's a big problem and that is a big issue to talk about in my opinion. it to talk about in my opinion. it is moving fast. a lot of announcements lately. we've just seen the microsoft and chat dbt. this presents more challenges to keep up.- chat dbt. this presents more challenges to keep up. yes, and i think the _ challenges to keep up. yes, and i think...
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Apr 26, 2024
04/24
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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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apple, microsoft down. then there's this, new york community bank, a regional bank, absolutely plummeting this morning. lauren, it does not appear though to have set off a banking scare elsewhere. lauren: not. i think this is the an idiosyncratic story to new york community bank. there was bad oversight, essentially. they noted issues with their loan review process, and as a result their quarterly earnings would take a hit of $2.4 billion. that's a huge loss. now you have new management taking over. what happens now? perhaps that new management finds more material issues, and it gets a little bit worse or maybe not. but, yes, huge decline in new york community bank is take down the other regional a banks today but not by much, 1.75% decline for the top two on that one. stuart: going the other way, we have dell, michael dell's company, and that's up -- lauren: wow. stuart: 36%? i know they had a report. lauren: it is the same story as nvidia with. there's more demand than supply by a long shot. they have a b
apple, microsoft down. then there's this, new york community bank, a regional bank, absolutely plummeting this morning. lauren, it does not appear though to have set off a banking scare elsewhere. lauren: not. i think this is the an idiosyncratic story to new york community bank. there was bad oversight, essentially. they noted issues with their loan review process, and as a result their quarterly earnings would take a hit of $2.4 billion. that's a huge loss. now you have new management taking...
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microsoft at 369. we have doordash, i would presume thereof, somebody likes them. mark mahaney loves them. it's time to buy which the stock doubled more than 37% to $130. they say the core u.s. restaurant delivery business was strong for them, it's a catalyst in there i am profitability in the name -- top pick replacing the old top pick at jeffrey's which was uber. stuart: i have to do more on the food delivery thing. i've got to try. >> there are so many fees, it's not your thing. i never do it. the dow is down 103 points, 104, all of the loss accounted for by boeing, your down 100, that is a quarter of 1%, 373 shows the power of boeing. >> your weapon about $1,200,000,000,000 with the in after quite. the dow winners whose off the top of that salesforce, disney, intel, procter & gamble, home depot. s&p 500, the winners headed by american airlines, baxter, brown and brown, decks, top of the nasdaq list, crowd stock. >> advanced micro. finishing off my sentence. there is a lot. >> i cannot finish that sentence for you. check the ten year treasury, but the 4% mark, 4
microsoft at 369. we have doordash, i would presume thereof, somebody likes them. mark mahaney loves them. it's time to buy which the stock doubled more than 37% to $130. they say the core u.s. restaurant delivery business was strong for them, it's a catalyst in there i am profitability in the name -- top pick replacing the old top pick at jeffrey's which was uber. stuart: i have to do more on the food delivery thing. i've got to try. >> there are so many fees, it's not your thing. i...
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Jan 30, 2024
01/24
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microsoft as well, that focus on crowd growth. an end, another one contracting because i gave a week revenue forecast for the current period -- amd, another one contracting. similar to what we saw with intel. qqq is the eta that tracks the nasdaq, and that is dropping, but let's change off because we just had futures coming online, and a picture here is a bit of weakness ahead of the open. traders sifting through those earnings, but you've also got the fed decision coming up. treasury issuance, jobs numbers as well as -- jobs numbers as well, so there's a big focus on the days ahead. paul: let's get more detail on those earnings from our technology reporter. let's start with microsoft, a beat on revenue and profit. what were the key drivers of that performance? jackie: digging into some of the figures, the main number we have to look at, that investors care about, is that azure cloud services unit growth. that came in at about 30% compared to last quarter. that beat expectations, and the company said that about six percentage poin
microsoft as well, that focus on crowd growth. an end, another one contracting because i gave a week revenue forecast for the current period -- amd, another one contracting. similar to what we saw with intel. qqq is the eta that tracks the nasdaq, and that is dropping, but let's change off because we just had futures coming online, and a picture here is a bit of weakness ahead of the open. traders sifting through those earnings, but you've also got the fed decision coming up. treasury issuance,...
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i think microsoft is doing the best front-end implementation of a.i. of any of the big tech, and i believe they're going to be a buy, but i think we might over the next -- [inaudible] over the next couple of months get a chance to get it a little bit lower. stuart: i have very little patience, but, dr, why get out of google? >> i think i have the opposite statement to say about google relative to microsoft. look, microsoft had double-digit growth if on about every mace that was important, especially their -- place that was important, especially their cloud. i think the big thing with alphabet though, stuart, is that they are not getting the rewards from a.i. that they should be if they're so head and shoulders above everyone else. their advertising missed just a little bit from lofty expectations over the last quarter, and i think they've got a little ways to catch up to may in the a.i. world. stuart: okay. apple, amazon is, meta out with their earnings this afternoon. overs what worries me, the stocks run up, you get the numbers, the computers go hayw
i think microsoft is doing the best front-end implementation of a.i. of any of the big tech, and i believe they're going to be a buy, but i think we might over the next -- [inaudible] over the next couple of months get a chance to get it a little bit lower. stuart: i have very little patience, but, dr, why get out of google? >> i think i have the opposite statement to say about google relative to microsoft. look, microsoft had double-digit growth if on about every mace that was important,...
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Feb 3, 2024
02/24
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microsoft says it's brin . in . save lives. microsoft says it's bringing ai — save lives. microsoft says it's bringing ai across _ save lives. microsoft says it's bringing ai across at - save lives. microsoft says it's bringing ai across at scale . save lives. microsoft says it's bringing ai across at scale as | bringing ai across at scale as it released its financial results. sales were lifted by demand for demand for al tools. and this weekend, facebook faces its 20th birthday. the company has evolved into a multi—platform giant. mixed reality headsets, facebook, instagram, all under the meta umbrella. over the past few weeks, we've brought you plenty from the consumer electronics show in las vegas, but there's still more, with something for people of all ages. anyone who's ever had a baby could probably tell you that it's tiring and it can be challenging. so i'm looking at some of the latest technology that hopes to help make parenting even just a little bit easier. this is a self—driving pram. now, before you panic that the baby's going to be in it and it's going t
microsoft says it's brin . in . save lives. microsoft says it's bringing ai — save lives. microsoft says it's bringing ai across _ save lives. microsoft says it's bringing ai across at - save lives. microsoft says it's bringing ai across at scale . save lives. microsoft says it's bringing ai across at scale as | bringing ai across at scale as it released its financial results. sales were lifted by demand for demand for al tools. and this weekend, facebook faces its 20th birthday. the company...
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Jan 22, 2024
01/24
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FBC
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microsoft, meta, nvidia also hitting all-time highs microsoft pulling back a little. still ahead u.s. troops have been attacked and injured isn't that an act of war, kt mcfarland joins us, charles payne talking to voters out of the primary we will tell you the number one issue he is hearing on the trail, biden amidst the board is not secure, arizona sheriff mark daniels has a few things to say about that. the 10:00 o'clock hour is next. ♪
microsoft, meta, nvidia also hitting all-time highs microsoft pulling back a little. still ahead u.s. troops have been attacked and injured isn't that an act of war, kt mcfarland joins us, charles payne talking to voters out of the primary we will tell you the number one issue he is hearing on the trail, biden amidst the board is not secure, arizona sheriff mark daniels has a few things to say about that. the 10:00 o'clock hour is next. ♪
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May 11, 2024
05/24
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can you say that your own microsoft - that your own microsoft products are all are not being used to cause harm and contribute to this? we are doinu contribute to this? we are doing the _ contribute to this? we are doing the best _ contribute to this? we are doing the best we - contribute to this? we are doing the best we can - contribute to this? we are doing the best we can to l doing the best we can to hopefully not have that be the case, — hopefully not have that be the case, we _ hopefully not have that be the case, we have different policies, restrictions on our products— policies, restrictions on our products to ensure that they are not_ products to ensure that they are not being used for those purposes— are not being used for those purposes and again, policies and — purposes and again, policies and enforcement if we determine that someone has used them in a deceitfui— that someone has used them in a deceitful way or a way that goes — deceitful way or a way that goes around what our policy states _ goes around what our policy states if— goes around what our polic
can you say that your own microsoft - that your own microsoft products are all are not being used to cause harm and contribute to this? we are doinu contribute to this? we are doing the _ contribute to this? we are doing the best _ contribute to this? we are doing the best we - contribute to this? we are doing the best we can - contribute to this? we are doing the best we can to l doing the best we can to hopefully not have that be the case, — hopefully not have that be the case, we _...
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May 17, 2024
05/24
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microsoft, have we got it. lauren: microsoft is up a bit. stuart: microsoft is taking on nvidia. the question is, how are they doing that? lauren: by partnering with amd which is up % -- 3% on this news. so microsoft if will use, will offer their azure customers, i'm sorry, the option of using a.i. chips from amd. they use nvidia a lot now, so amd chips are are ease consumer to get. a america d is up almost 3%, microsoft if flat. nvidia should be lower. stuart: more on microsoft, they pack openark i -- openai, partnered with reddit. what's that about? lauren: chatgpt. reddit has this loyal, rabid community of loyalistsful they have these natural, human conversations. it's like realtime information. it's quite good. and that, that context, those conversations are being used to train chatgpt. in exchange, reddit gets more a.i. features from openai. this is a data the licensing deals. they are a new stream of revenue for reddit which just went public and is unprofitable. this could change thing things. they have 82 million users. stuart: that's a lot of users. lauren: active users.
microsoft, have we got it. lauren: microsoft is up a bit. stuart: microsoft is taking on nvidia. the question is, how are they doing that? lauren: by partnering with amd which is up % -- 3% on this news. so microsoft if will use, will offer their azure customers, i'm sorry, the option of using a.i. chips from amd. they use nvidia a lot now, so amd chips are are ease consumer to get. a america d is up almost 3%, microsoft if flat. nvidia should be lower. stuart: more on microsoft, they pack...
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May 28, 2024
05/24
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stuart: microsoft to $500 a share. again, make your case. >> here's the deal with this one, this is a. a.i. into every product suite they've got, legacy contracts. the case use for this at the beginning was really generative a.i., now we're a going to talk about infriend if, a.i.x this is going to play to both microsoft and nvidia. again, this is a massive if you spend x on moth or nvidia, you get y in term of your own output. that's where companies are going to find it's a trillion dollar opportunity every year, maybe multiple trillions. stuart: it looks like the market is in rally mode, the beginnings of maybe a summer rally mode. does it continue? >> i think so. i think the risk, of course, is now that we've got through most of the earnings, that somebody at the fed is going to take the microphone again saying they want quarters of data before we have to talk about a rate cut. to me, this is headline risk until we get into at earnings cycle. stuart: okay, all good stuff. nvidia with at $2,000, microsoft if at $500,
stuart: microsoft to $500 a share. again, make your case. >> here's the deal with this one, this is a. a.i. into every product suite they've got, legacy contracts. the case use for this at the beginning was really generative a.i., now we're a going to talk about infriend if, a.i.x this is going to play to both microsoft and nvidia. again, this is a massive if you spend x on moth or nvidia, you get y in term of your own output. that's where companies are going to find it's a trillion...
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Jan 26, 2024
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apple, microsoft, alphabet down but not by much. lauren: the issue is the forecast, intel says this quarter their revenue might be $2 billion less than what wall street expects. so that would be a big miss if it pans out. the problem is with the chips it provides for self-driving cars and its program bl chips. intel is entering year three of this five-year turn around a plan, and right now investors are saying, hey, ceo, pat gelsinger, we're not really buying your turn-around a plan. stock is getting hammered, it's down 10%. stuart: that's a drop and a half. bring us up to speed on tesla. they were down 12 yesterday, i see a very small bounceback. lauren: yeah, he's that's by far the worst performer of the mag 7. they're recalling 200,000 vehicles in the u.s. from last year with, a rearview software malfunction. it's not the reason, it wouldn't hurt the stock necessarily, but it's not good news, and they need it. but cathie wood certainly bought the dip, she bought $32.5 million of tesla stock yesterday e when it was down 12%. i wou
apple, microsoft, alphabet down but not by much. lauren: the issue is the forecast, intel says this quarter their revenue might be $2 billion less than what wall street expects. so that would be a big miss if it pans out. the problem is with the chips it provides for self-driving cars and its program bl chips. intel is entering year three of this five-year turn around a plan, and right now investors are saying, hey, ceo, pat gelsinger, we're not really buying your turn-around a plan. stock is...
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Jan 11, 2024
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microsoft, whoa, up $4. 3.if 87. -- 787. apple -- 387. meta, 3711. big tech going up -- 3711. my question for you, lauren, how close is microsoft to overtaking apple as the most valuable company? lauren: this is a new record high for microsoft right now, by the way, and the answer is $40 billion. stuart: that's it. lauren: that is it. they're both near $3 trillion, and $40 billion is the difference. it's not a question of when microsoft if becomes the mvp, right, in companies, it's not if, it's when. stuart: really? you're sure of this? lauren: i think so, because apple's revenue has stalled, right? there's iphone saturation worries here at home, worries in china. the catalyst is what's going on sale in early february, this $3500 vr headset. only rich people are going to buy that, and all the analysts are saying it's immaterial to the bottom line of the company. and then the you have microsoft, early adopter of a.i., and it's a winning trade for them thus far, or winning investment. stuart: by the way, microsoft -- i see the dow at 37,740. is that an intraday high? i think it
microsoft, whoa, up $4. 3.if 87. -- 787. apple -- 387. meta, 3711. big tech going up -- 3711. my question for you, lauren, how close is microsoft to overtaking apple as the most valuable company? lauren: this is a new record high for microsoft right now, by the way, and the answer is $40 billion. stuart: that's it. lauren: that is it. they're both near $3 trillion, and $40 billion is the difference. it's not a question of when microsoft if becomes the mvp, right, in companies, it's not if, it's...
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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 26, 2024
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the positive story came through for microsoft an alphabet. the fact they are able to monetize in the cloud business, the investments around ai. i want to give you a look at what's happening in terms of multiples and the valuation story. we know this is been a concern and investors are wringing their hands. look at tesla. it's at a challenging year. elon musk was able to sway those concerns and the earnings call. you are still down double digits for tesla and this is the 12 month blended pe, 59 times for tesla, despite the challenges it faces in the chinese market. all of that playing into the mix. meta-is looking cheap. they had a challenging earning story in terms of the outlook. 20 times versus 59 times. that tells you a lot about how things are shaping up. let's have a look at the biggest story. i want to give you context in terms of softness. the japanese yen is down 40%. 40% versus the u.s. dollar. the bank of japan coming through with what bloomberg economic says was a dovish hole. that story continues to be in focus. more analysis on t
the positive story came through for microsoft an alphabet. the fact they are able to monetize in the cloud business, the investments around ai. i want to give you a look at what's happening in terms of multiples and the valuation story. we know this is been a concern and investors are wringing their hands. look at tesla. it's at a challenging year. elon musk was able to sway those concerns and the earnings call. you are still down double digits for tesla and this is the 12 month blended pe, 59...
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Apr 10, 2024
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now over to china where microsoft's blizzard entertainment unit could be back with popular games such as wold of warcraft by this summer under a pending deal with chinese gamer netease. if it goes through, the move may also signal a marked change of cooperation and agreements on entertainment software in the huge market. that's according to tech analyst dan ives from wedbush securities. it's big. and the fact that they're going after china is significant. i think it shows a new era, especially on the gaming side, now that activision is under the microsoft umbrella. how big is the chinese market that they're going after? i mean, this could be massive. i mean, when you think of it from a gaming perspective, this could incrementally add ten, 15% additional revenue opportunity for microsoft when it comes to blizzard and it comes to these games. i mean, it's been a missing piece in the puzzle. and i think when microsoft went after activision, this was one of the strategic what i view as areas that they needed to focus on. and it's a check the box for nadella and redmond. now the netease in
now over to china where microsoft's blizzard entertainment unit could be back with popular games such as wold of warcraft by this summer under a pending deal with chinese gamer netease. if it goes through, the move may also signal a marked change of cooperation and agreements on entertainment software in the huge market. that's according to tech analyst dan ives from wedbush securities. it's big. and the fact that they're going after china is significant. i think it shows a new era, especially...
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Jan 18, 2024
01/24
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stuart: is microsoft the a.i. winner at this point in because i think it's propelled microsoft above apple in terms of valuation, and it's a.i. that's done it. what say you? >> i think i have to agree, stuart. i think microsoft's executing well on a lot of different fronts, but it's clearly their investment in openai and all of the other things that they have done with implementing and getting out to the public. they have been a public face of a.i., and i think that has satisfied the shareholders andal shown their big commitment. i think i might say nvidia is the biggest winner of the a.i. boom, but microsoft is definitely number two. stuart: you can see microsoft going to $400 a share and beyond? [laughter] make me happy, d.r. are, come on. [laughter] >> i think we do have a lot more upside on microsoft, and i think we've got to buy that on pullback withs. we've been talking about it all the time, stuart, there are lots of momentum plays moving up in the market. but with all the little squiggles that we get and t
stuart: is microsoft the a.i. winner at this point in because i think it's propelled microsoft above apple in terms of valuation, and it's a.i. that's done it. what say you? >> i think i have to agree, stuart. i think microsoft's executing well on a lot of different fronts, but it's clearly their investment in openai and all of the other things that they have done with implementing and getting out to the public. they have been a public face of a.i., and i think that has satisfied the...
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stuart: all right, microsoft on the prompter. what's this all about? . they're train ago new in-house. lauren: the report is they're training in-house to train and google deep mind is leading in effort. stuart: they poached him? lauren: yes, they d. stuart: thank you, lauren. trump-appointed campaign warning for them joining tiktok and trump tried to ban the app a few years ago and looks like a ground invasion in rafah is imminent. protests at harvard set a 5:00 p.m. deadline today for the university to begin negotiations on their demands. it's unclear exactly what will happen if the school does not concede. molly line has the report and she's at harvard right now and she'll be next. when people come, they say they've tried lots of diets, nothing's worked or they've lost the same 10, 20, 50 pounds over and over again. they need a real solution. i've always fought with 5-10 pounds all the time. eating all these different things and nothing's ever working. i've done the diets, all the diets. before golo, i was barely eating but the weight wasn't going anyw
stuart: all right, microsoft on the prompter. what's this all about? . they're train ago new in-house. lauren: the report is they're training in-house to train and google deep mind is leading in effort. stuart: they poached him? lauren: yes, they d. stuart: thank you, lauren. trump-appointed campaign warning for them joining tiktok and trump tried to ban the app a few years ago and looks like a ground invasion in rafah is imminent. protests at harvard set a 5:00 p.m. deadline today for the...
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Jan 16, 2024
01/24
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lauren: microsoft has to be on there. stuart: microsoft is definitely on there. home depot, ibm walmart, mcdonald's all on the upside. s&p 500 winners headed by advanced micro devices, cadence, western original, o'reilly automotive. nasdaq winners, do i see a big tech? advanced micro devices, there you go. synopsis, day den, o'reilly and nvidia with. 555 this morning, how about that? where's the yield on the 10-year treasury? if 4.01%. where's the price of gold with all this stuff going on in the mideast? $2,042 per ounce, and that is down $9 today. bitcoin, last time we checked it was at 42,6, now it's 42,6, right there. oil, $72 a barrel. 72.7. nat gas, i presume that's -- i thought it might be up today, but it's not. it's down with all this cold weather. it's down. the average price for a gallon of regular, $3.07, actually up one cent overnight. diesel up one cent overnight at $3.92. >>> apple has been tied up in a patent dispute over some of its smart watch tools. what are they doing about it? lauren: it's with moss mow, they're making plans to pull the senso
lauren: microsoft has to be on there. stuart: microsoft is definitely on there. home depot, ibm walmart, mcdonald's all on the upside. s&p 500 winners headed by advanced micro devices, cadence, western original, o'reilly automotive. nasdaq winners, do i see a big tech? advanced micro devices, there you go. synopsis, day den, o'reilly and nvidia with. 555 this morning, how about that? where's the yield on the 10-year treasury? if 4.01%. where's the price of gold with all this stuff going on...
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Jan 16, 2024
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microsoft is still on the top of the board. it's up $2.55 and up 391 and treasury yield up 403 and moving up a little this morning. now this, democrats have thrown everything at trump, it's failed. last night trump won a landslide victory in the iowa caucuses and nashville polls show trump beats biden in a head-to-head matchup. last year, the democrats cobbled together a series of court cases designed to portray the former president as a criminal. court appearances scheduled to interfere with the election and stretched and bent the law with political prosecutions. voters can see what's going on and trump's popularity actually went up. biden team thought that bidenomics would rally the faithful, but poll after poll showed the public was just not buying it. a former aid, simon sanders says the american people did not get bidenomics so give it up she says. well, they did give it up, and they turned to demonization calling trump a dictator. it's such an obvious ploy, when your own record doesn't measure up, attack your opponent. le
microsoft is still on the top of the board. it's up $2.55 and up 391 and treasury yield up 403 and moving up a little this morning. now this, democrats have thrown everything at trump, it's failed. last night trump won a landslide victory in the iowa caucuses and nashville polls show trump beats biden in a head-to-head matchup. last year, the democrats cobbled together a series of court cases designed to portray the former president as a criminal. court appearances scheduled to interfere with...
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Apr 11, 2024
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it shows that now that activision is under the microsoft umbrella... that activision is under the microsoft umbrella. . .- that activision is under the microsoft umbrella... how big is the chinese _ microsoft umbrella... how big is the chinese market - microsoft umbrella... how big is the chinese market they - microsoft umbrella... how big| is the chinese market they are going after?— going after? this could be massive- _ going after? this could be massive. this _ going after? this could be massive. this game - going after? this could be massive. this game could j going after? this could be - massive. this game could add 10-15% massive. this game could add 10— 15% additional revenue opportunity for microsoft when it comes to blizzard and when it comes to blizzard and when it comes to these games. i mean, it's been a missing piece in the puzzle. and i think we microsoft word after activision this was one of the strategic, what i've used areas they needed to focus on. and as a check the box for modela and redmond. check the box for modela and redmond-— redmond. now, the netease blizzard
it shows that now that activision is under the microsoft umbrella... that activision is under the microsoft umbrella. . .- that activision is under the microsoft umbrella... how big is the chinese _ microsoft umbrella... how big is the chinese market - microsoft umbrella... how big is the chinese market they - microsoft umbrella... how big| is the chinese market they are going after?— going after? this could be massive- _ going after? this could be massive. this _ going after? this could be...
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Jan 30, 2024
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nvidia, amazon, meta, alphabet, microsoft, apple. these six stocks are going to report year over year earnings growth of 53.7%. if you pull the companies out, the actual and the estimated results, earnings for the remaining 494 companies in the index are actually negative 10.5%. so all of the growth we're expecting this quarter, you're either going to hear about it this week or not, ain't coming from anywhere else. >> earnings, jenny, have not been great. overall not great. i thought ken griffin's comments were interesting about the overall environment. we may get goldilocks, may get a soft landing, may get no landing. looking at a moment in time inflation is in the low 2s. the fed can start to cut rates this summer. the overall economy looks pretty damn good what ken griffin has said and he's managed their money at citadel better than almost everybody over the last years at minimum. >> that takes me back to the beginning of the year thoughts. you're right, earnings haven't been great. and we need earnings at plus 12% growth or we wi
nvidia, amazon, meta, alphabet, microsoft, apple. these six stocks are going to report year over year earnings growth of 53.7%. if you pull the companies out, the actual and the estimated results, earnings for the remaining 494 companies in the index are actually negative 10.5%. so all of the growth we're expecting this quarter, you're either going to hear about it this week or not, ain't coming from anywhere else. >> earnings, jenny, have not been great. overall not great. i thought ken...
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Feb 26, 2024
02/24
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stuart: magnificent seven to a fab four, supposedly it became the terrific to, nvidia and microsoft, without be dangerous? >> number one i sure attack i own both of those if it happens but number two, that would maybe begin to concern me but i would be looking at what's next to his coming along with them, if they go to the very top and a lot of other people coming along for the ride. stuart: dominoes reported this morning evidently it was a good report because the stock is up 5.5%. i understand you like it, why do you like it? >> i do here's the thing about dominoes is a bellwether with how the consumer is dealing you would not think about pizza this way but the fact that more people are ordering in great numbers coming out of 21, 22 tells me that the consumers are beginning to nimble back on a good stock. >> the terrific to you want to own nvidia and microsoft in dominoes looking good because they reflect public taste, no pun intended. thank you for joining us we will see you soon. thank you. the opening bell, ten seconds before trading begins. as we always say on the right-hand sid
stuart: magnificent seven to a fab four, supposedly it became the terrific to, nvidia and microsoft, without be dangerous? >> number one i sure attack i own both of those if it happens but number two, that would maybe begin to concern me but i would be looking at what's next to his coming along with them, if they go to the very top and a lot of other people coming along for the ride. stuart: dominoes reported this morning evidently it was a good report because the stock is up 5.5%. i...
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Jan 31, 2024
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microsoft did have a narrow beat on revenue, but expectations around what is happening with microsoft in the cloud are somewhat higher than what microsoft ended up reporting. and a narrow miss on revenue, being punished for the search business in particular, amd saying first quarter revenue about 5.4 billion, that fell short of what analysts were expecting as well. kind of echoes what we've been hearing from intel in terms of the downbeat view, so those big names all moving after hours. annabelle: and that focus on the magnificent seven, the numbers were getting from those companies of the course of the week. the chief china strategist joins us here in the hong kong studios as well. i know you don't cover big tech specifically, but i'm interested in what that signals to you because we've seen big tech leading the gains, >> really pricing and for perfection. the earnings are not bad at all. looking back at fourth-quarter earnings, i think the market probably will be ok. looking for the first quarter, i think there will be more activity in the big tech sectors. annabelle: what do you th
microsoft did have a narrow beat on revenue, but expectations around what is happening with microsoft in the cloud are somewhat higher than what microsoft ended up reporting. and a narrow miss on revenue, being punished for the search business in particular, amd saying first quarter revenue about 5.4 billion, that fell short of what analysts were expecting as well. kind of echoes what we've been hearing from intel in terms of the downbeat view, so those big names all moving after hours....
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stuart: and microsoft is on the upside this morning we have the story. unbundling some of their assets to avoid a european fine. >> silver separating teams chat video, with their software braided they did this in europe over the summer no doing it ever reversing beaches which when you want you do not have to get both okay. that's with her doing to avoided the fine which they do like anyway and the information is reporting that microsoft and open a.i. a.i. partner are planning a data center project costing $100 billion would be to say i supercomputer hundred times more expensive than most data centers best buy microsoft and all the money in their but this is like, this cutting edge. that's right jeffrey said that microsoft is up in front of diane mikell the starkest top a.i. winner in the increase the price target to a 427 now, hundred 50 bucks from you're welcome. stuart: yes getting on for that is remarkable. and even $7 removed it, jeffries did was go through some of the marquez on the on the ten year treasury moving up, just about four and one quarter
stuart: and microsoft is on the upside this morning we have the story. unbundling some of their assets to avoid a european fine. >> silver separating teams chat video, with their software braided they did this in europe over the summer no doing it ever reversing beaches which when you want you do not have to get both okay. that's with her doing to avoided the fine which they do like anyway and the information is reporting that microsoft and open a.i. a.i. partner are planning a data...
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Apr 26, 2024
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it was different in alphabet and microsoft last night microsoft had an interesting answer to this capex problem right now demand is outstripping the supply of ai capabilities. we will spend oodles and oodles of cash on this. >> when they say demand is outstripping supply, does that mean companies are going to them saying here is how we think ai could help us. and google says we don't have the application to put that in but we could invest and build it >> sort of it's mostly happening in the cloud, especially with open ai because of the relationship between microsoft and open ai. when people go to open ai and use their technology for their own apps, for their own services, for their own chat bots, so much is running on the microsoft azure cloud. next weekly will get a different story. amazon will probably be caulking about capex. in fact, they announced it yesterday. probably to get ahead of the negative reaction meta had but they're also being very aggressive with their buildout apple is a completely different story. we don't know where they fit into this ai picture how much of that is
it was different in alphabet and microsoft last night microsoft had an interesting answer to this capex problem right now demand is outstripping the supply of ai capabilities. we will spend oodles and oodles of cash on this. >> when they say demand is outstripping supply, does that mean companies are going to them saying here is how we think ai could help us. and google says we don't have the application to put that in but we could invest and build it >> sort of it's mostly...
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Apr 26, 2024
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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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Jan 15, 2024
01/24
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they're so expensive and whether microsoft and nvidia. many people, yourself included are saying buy them on any pullback? >> let me just draw one more comparison to the '90s. at the end of the '90s, microsoft was trading 51 times peak earnings. it is currently 30, 31 times not peak earnings. nvidia is trading in the 20s from a forward p-e basis. they're expensive compared to the rest of the market but compared to the growth, peg ratio on many of these stocks is one price earnings to growth. so i'm a value investor by training and instinct but there are times when you want, you want to let these things run in your portfolio and amazon's another great example of that. lauren: i think your instinct is right here. nancy, thank you, good to see you. >> thank you, lawrence. lauren: let's bring in rob luna. rob, good to see you. multiple federal reserve officials speak this week. we start with waller tomorrow. obviously what they say is important because this is the last fed speak we get before the fed's blackout period starts on friday. here i
they're so expensive and whether microsoft and nvidia. many people, yourself included are saying buy them on any pullback? >> let me just draw one more comparison to the '90s. at the end of the '90s, microsoft was trading 51 times peak earnings. it is currently 30, 31 times not peak earnings. nvidia is trading in the 20s from a forward p-e basis. they're expensive compared to the rest of the market but compared to the growth, peg ratio on many of these stocks is one price earnings to...
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Mar 20, 2024
03/24
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that's right up microsoft alley. but at the end of the day you have to wonder how this is going to play out within microsoft is already under some pretty intense scrutiny by the ftc. about its agreement with openai. this might potentially draw some more scrutiny. we are waiting on some of the details around what this means for the rest of the inflection team. the company did not say how many of inflection's 70 employees will be joining over. we know another co-founder will lead and become chief scientific officer under this new microsoft ai group. ed: public companies, private companies making moves. getting closer aligned. ai let's stick with it in private markets. also on ivp's mind. wanting to take advantage of the great opportunities it sees with this technological shift ended launching its fund with a $1.6 billion rate let's bring in the ivp partner. welcome to the studio. let's start with fund. explain it to me, what will it be used for, what is the thematic focus and how did it come together? >> fund one was b
that's right up microsoft alley. but at the end of the day you have to wonder how this is going to play out within microsoft is already under some pretty intense scrutiny by the ftc. about its agreement with openai. this might potentially draw some more scrutiny. we are waiting on some of the details around what this means for the rest of the inflection team. the company did not say how many of inflection's 70 employees will be joining over. we know another co-founder will lead and become chief...
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Jan 31, 2024
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microsoft, apple, meta, amazon, alphabet. all taking it opportunistic the chin and nasdaq down 200. 10-year treasury yield coming down, 3.94% is the yield there. now this, once again iran is center stage in american politics. 40 years after the mullahs up ended jim my carter, they're doing the same thing to joe biden. the death of three american soldiers and presents our president and political and military president like a probable. carter launched a military operation inside iran to free the american diplomats and taking them hostage. the mission failed badly and iranians hold hostages and carter lost his job. he was a one term president. biden has the same dilemma and bring them to the end without starting a full scale war with iran. this is an election year and drama is likely to drag on just as the president campaigns for reelection. cart her to contend with iran, biden has to contend with iran. another echo from the past: gas prices. they spiked under carter because of iran. if biden takes action that moves gas prices b
microsoft, apple, meta, amazon, alphabet. all taking it opportunistic the chin and nasdaq down 200. 10-year treasury yield coming down, 3.94% is the yield there. now this, once again iran is center stage in american politics. 40 years after the mullahs up ended jim my carter, they're doing the same thing to joe biden. the death of three american soldiers and presents our president and political and military president like a probable. carter launched a military operation inside iran to free the...
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Jan 31, 2024
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>> microsoft. it hasn't dipped enough, i'd like to see is it dip m but i don't think anyone's ever going to do any wrong by buying microsoft either here, really at new highs or on any kind of dip. i'm looking to add to a substantial position on a dip. i don't know that i'm going to get to see 5 and maybe 10 so % dip if the market turns around here. i think we could see some profit taking if the rest of the week we have some negative news from some of the other big tech names. i think we could see a selloff as we're seeing a little bit this morning. in any case, that is a great time to buy microsoft. the same thing with amazon. i'm not so sure amazon's numbers are going to be top of the pops. i think we may see a little bit of a selloff in amazon. those are great dip-buying opportunities. those two companies are going to continue to do well. microsoft if still, stuart, my favorite stock of all time. stuart: i love to hear a you say that. google, i think they're off about a 6%. where are we, let's se
>> microsoft. it hasn't dipped enough, i'd like to see is it dip m but i don't think anyone's ever going to do any wrong by buying microsoft either here, really at new highs or on any kind of dip. i'm looking to add to a substantial position on a dip. i don't know that i'm going to get to see 5 and maybe 10 so % dip if the market turns around here. i think we could see some profit taking if the rest of the week we have some negative news from some of the other big tech names. i think we...
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stuart: tell me about microsoft because i know you like cloud names, microsoft, i have a piece of the company and it's a big cloud name. where's it going? >> stuart, much higher. and the story here is the same thing with ai and if you're a fortune 500 company and you want to implement artificial intelligence somewhere in your business model, you need a microsoft to design where and how you're going to put this computing power and where you'll put it in your mom's basement and in the warehouse and it'll be designed by some of the smartest people and notaeums microsoft that -- not just microsoft that will benefit and working for google and amazon as well and oracle. all the big cloud names positioned to pick up a ton of profitability and these are super high margin of business for all of them. stuart: got t mike, thanks very much indeed. all good stuff. see you real soon. >> thanks, stuart. stuart: lauren looking at chip stock and amd micro-devices and you got it for me. why is it up 3.8%? lauren: upgrades to a buy and stock is going to $188 a share. they believe generative ai is poised
stuart: tell me about microsoft because i know you like cloud names, microsoft, i have a piece of the company and it's a big cloud name. where's it going? >> stuart, much higher. and the story here is the same thing with ai and if you're a fortune 500 company and you want to implement artificial intelligence somewhere in your business model, you need a microsoft to design where and how you're going to put this computing power and where you'll put it in your mom's basement and in the...
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Apr 3, 2024
04/24
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thank you so much for your time >> john. >> a scathing new report this morning, written microsoft over lapses and security after a hack of top us government officials emails last year it says it was preventable in never should have happened. chinese hackers ended up getting access to more than 60,000 emails. senior officials, including commerce secretary gina raimondo, had been part of seed and cybersecurity reporter, sean lyngaas is with us now what's going on here? shot? >> john cyber espionage by world powers where there'd be russia, china, or the us is going to happen. there's going to be spying on email accounts but the way in which this happened is really incensed senior us officials. it was the state department and not microsoft that originally caught the alleged chinese hackers snooping through their email systems. and this new review that you referenced was out last night, found that this issue was entirely preventable, that microsoft did not have a good idea of access to a cryptographic key that the company uses to sign emails that the chinese hackers were allegedly able to t
thank you so much for your time >> john. >> a scathing new report this morning, written microsoft over lapses and security after a hack of top us government officials emails last year it says it was preventable in never should have happened. chinese hackers ended up getting access to more than 60,000 emails. senior officials, including commerce secretary gina raimondo, had been part of seed and cybersecurity reporter, sean lyngaas is with us now what's going on here? shot? >>...
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Feb 28, 2024
02/24
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george washington was put into this ai system and microsoft. the real george washington did not come out of that. essentially they erased all white males from the entire system. outside of government, would you encourage private companies to go into this ai space and a higher liberty minded voices? like you said, if you're only hiring in san francisco for this ai, it is garbage in, garbage out, you will not have a different opinion when it comes to the results. rep. cammack: i would encourage people who are in the startup space who tend to shy away from it because you have these massive competitors in google and apple, microsoft, these people playing in this space. we start talking about a language model that has a philosophical base in freedom and liberty and diversity of thought rather than the traditional ddi check the box mentality -- dei check the box mentality. it's like trying to explain -- some of my history nerds got that. makes me feel better. it is crazy we are not encouraging these startups. there are so many talented voices that ne
george washington was put into this ai system and microsoft. the real george washington did not come out of that. essentially they erased all white males from the entire system. outside of government, would you encourage private companies to go into this ai space and a higher liberty minded voices? like you said, if you're only hiring in san francisco for this ai, it is garbage in, garbage out, you will not have a different opinion when it comes to the results. rep. cammack: i would encourage...
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Apr 25, 2024
04/24
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FBC
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intel, microsoft, alpha that bet, gang's all here. they are set to report. we have laura martin on next to preview the google parent's numbers. don't go away. ♪ students... students of any age, from anywhere. using our technology to power different ways of learning. so when minds grow, opportunities follow. ♪ if you spit blood when you brush, it could be the start of a domino effect. new parodontax active gum repair breath freshener. clinically proven to help reverse the four signs of early gum disease. a new toothpaste from parodontax, the gum experts. it's odd how in an instant things can transform. slipping out of balance into freefall. (the stock market is now down 23%). this is happening people. where there are so few certainties... (laughing) look around you. you deserve to know. as we navigate a future unknown. i'm glad i found stability amidst it all. gold. standing the test of time. during my entire life i have been somewhat of an outdoors person. golf, gardening around here. how can i stay out of the sun? so about two years ago i was diagnosed
intel, microsoft, alpha that bet, gang's all here. they are set to report. we have laura martin on next to preview the google parent's numbers. don't go away. ♪ students... students of any age, from anywhere. using our technology to power different ways of learning. so when minds grow, opportunities follow. ♪ if you spit blood when you brush, it could be the start of a domino effect. new parodontax active gum repair breath freshener. clinically proven to help reverse the four signs of early...
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Apr 24, 2024
04/24
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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...