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Apr 6, 2024
04/24
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ALJAZ
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, the microsoft platform, it does have for things. so well, it's so easy to use it so cumbersome to bring in different apps and different platforms to it. but maybe that just isn't room for a single product. companies in the market. this is this fundamental question of many regulators around the world are corrupting with when it comes to digital platforms. the essence of digital tap forms is that they are echo systems and they find it very easy to extend the office off the products. they offer a multiple functionalities that if they do, they use that use that they use, it gets a seamless product which works well, which is integrated and this is down them into platforms. army. nope, because sure where gets a benefit. they buy a single product. it works seamlessly, they don't have to bother their head, we'd assembling different things together and it works. the problem does this great, so they create, this is the base by them both are completed on slide slide. light is the same, but how are we going to have this? so bite in this? well,
, the microsoft platform, it does have for things. so well, it's so easy to use it so cumbersome to bring in different apps and different platforms to it. but maybe that just isn't room for a single product. companies in the market. this is this fundamental question of many regulators around the world are corrupting with when it comes to digital platforms. the essence of digital tap forms is that they are echo systems and they find it very easy to extend the office off the products. they offer...
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Apr 26, 2024
04/24
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BBCNEWS
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and microsoft took centre stage. both beat expectations on earnings and revenue thanks in no small part to investments in artificial intelligence. one standout spot for alphabet was google cloud revenue, whichjumped 28% in 01. a lot of generative ai tools rely on the cloud to reach customers. alphabet announced some good news for investors. it's first ever dividend of 20 cents per share. and an additional $70 billion buy—back. that initially sent shares into the double digits after the bell. and for microsoft's part, its intelligent cloud division delivered greater revenue than expected thanks to a boost from microsoft's partnership with openai, the creator of chatgtp. the creator of chatgpt. shares of microsoft also initially rose on the news. and together they should go some way toward restoring confidence in the tech sector, which was shaken on wednesday when meta stock fell after its own earnings report and after the wider market was rattled thursday morning by slowing us gdp and stubborn inflation. joining me
and microsoft took centre stage. both beat expectations on earnings and revenue thanks in no small part to investments in artificial intelligence. one standout spot for alphabet was google cloud revenue, whichjumped 28% in 01. a lot of generative ai tools rely on the cloud to reach customers. alphabet announced some good news for investors. it's first ever dividend of 20 cents per share. and an additional $70 billion buy—back. that initially sent shares into the double digits after the bell....
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Apr 11, 2024
04/24
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BBCNEWS
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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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Apr 26, 2024
04/24
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BBCNEWS
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to microsoft partnership but with openai, the creator of chatgpt. shares rose on the news. and together, they should go some way through restoring confidence in the tech sector which was shaken wednesday after meta's stock fell after its own earnings report and after the market was rattled by slowing us gdp and stubborn inflation. in other earnings news, intel also announced its results but it was its outlook for the second quarter of the year that sent should shares lower in later trading. intel says weak demand for its traditional datacentre and pc chips is what led to the lower forecast. investors are investors a re now investors are now trimming expectations that the federal reserve will cut rates before september. the latest data show its economy grew at its slowest pace in nearly two years in the first three months of the year. the personal consumption expenditures price index — which is a key indication of inflation — rose 3.4% for the quarter. us secretary of state is meeting chinese officials on a three—day trip. economic ties have be
to microsoft partnership but with openai, the creator of chatgpt. shares rose on the news. and together, they should go some way through restoring confidence in the tech sector which was shaken wednesday after meta's stock fell after its own earnings report and after the market was rattled by slowing us gdp and stubborn inflation. in other earnings news, intel also announced its results but it was its outlook for the second quarter of the year that sent should shares lower in later trading....
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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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Jan 24, 2024
01/24
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CNBC
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next, microsoft's latest milestone. the tech giant doing something for the first time in its 48 year history. we will drill down on it and find out what could be next with that stock when we come back on "closing bell." do you have a life insurance policy you no longer need? now you can sell your policy - even a term policy - for an immediate cash payment. call coventry direct to learn more. we thought we had planned carefully for our retirement. but we quickly realized we needed a way to supplement our income. our friend sold their policy to help pay their medical bills, and that got me thinking. maybe selling our policy could help with our retirement. i'm skeptical, so i did some research and called coventry direct. they explained life insurance is a valuable asset that can be sold. we learned we could sell all of our policy, or keep part of it with no future payments. who knew? we sold our policy. now we can relax and enjoy our retirement as we had planned. if you have $100,000 or more of life insurance, you may qual
next, microsoft's latest milestone. the tech giant doing something for the first time in its 48 year history. we will drill down on it and find out what could be next with that stock when we come back on "closing bell." do you have a life insurance policy you no longer need? now you can sell your policy - even a term policy - for an immediate cash payment. call coventry direct to learn more. we thought we had planned carefully for our retirement. but we quickly realized we needed a...
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it's a i this toby, a microsoft set up an office and in china called microsoft research asia. this was a gesture from bill gates back in the 1990 because he wanted to guarantee stronger market access to china. this laboratory has gone on to train the who's, who lists the superstars of the trainings, artificial intelligence world. many of the key people in this laboratory have gone on to found companies such as make the sense time or either either found them or they've taken on very senior roles. and then that was like the thing to base or off the more to try to use things are not all a and that's a lot of great people. great researchers start are foreigners actually come from microsoft resume as those tenants and all be comedy and kind of the very, very big influence or is opinion leaders. i'd really like to interpret new york in china. microsoft helped build china's take late. this in turn, has been used by the chinese government to create a gigantic surveillance stage that operates with the help of a i live in china in beijing, r as in j, who had found the most recent tv cam
it's a i this toby, a microsoft set up an office and in china called microsoft research asia. this was a gesture from bill gates back in the 1990 because he wanted to guarantee stronger market access to china. this laboratory has gone on to train the who's, who lists the superstars of the trainings, artificial intelligence world. many of the key people in this laboratory have gone on to found companies such as make the sense time or either either found them or they've taken on very senior...
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Jan 31, 2024
01/24
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CNBC
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back to microsoft. they act as a jiejd toll taker on all of global enterprise, almost like a tax on global productivity. google is more of a tax on global advertising but it's through that core search bar, and so the concern we have is that as these ai agents as we were talking about, as they become more important in our world, the fear is that they -- not just chat box, but the agents themselves, that agents will start to use various methods of search. we're already doing it when we went from desktop to mobile. we started to use more -- airbnb for searching for travel or amazon for searching for products. the concern is will they keep the same number of queries, and if they do, the question is will they maintain market share in the digital advertising dollars. >> when it came to google cloud, actually better results than expected. very quickly, we've got to let you go, are you confident in the google cloud story going forward? >> yes and no. most of these things -- we're more confident in aws and azure
back to microsoft. they act as a jiejd toll taker on all of global enterprise, almost like a tax on global productivity. google is more of a tax on global advertising but it's through that core search bar, and so the concern we have is that as these ai agents as we were talking about, as they become more important in our world, the fear is that they -- not just chat box, but the agents themselves, that agents will start to use various methods of search. we're already doing it when we went from...
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Jan 16, 2024
01/24
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BLOOMBERG
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coming up, microsoft is opening up its ai system to consumers and we will be joined by the microsoft executive vice president on that. a story we are tracking, google is reportedly laying off hundreds of employees in its advertising sales team. they've been a little softer, 0.3%. this is according to a memo that insider has seen but bloomberg is not verified the report. the shares are a little softer. this is bloomberg technology. ♪ what about zocdoc? so many options. yeah, and dr. xichun even takes your sketchy insurance. xi-chun, xi-chun, xi-chun! you've got more options than you know. book now. when you automate sales tax with avalara, you don't have to worry about things like changing tax rates or filing returns. avalarahhh ahhh ed: welcome back to bloomberg technology. a quick check on the markets -- we've had a choppy session. the nasdaq is softer by 0.3% and fed speak is a big driver of this market. fed governor waller spoken an event this morning saying there is no reason to move as quickly or cut as rapidly as in the past in the market is rethinking its bets for how quickl
coming up, microsoft is opening up its ai system to consumers and we will be joined by the microsoft executive vice president on that. a story we are tracking, google is reportedly laying off hundreds of employees in its advertising sales team. they've been a little softer, 0.3%. this is according to a memo that insider has seen but bloomberg is not verified the report. the shares are a little softer. this is bloomberg technology. ♪ what about zocdoc? so many options. yeah, and dr. xichun...
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Mar 31, 2024
03/24
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CSPAN
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now we use microsoft, it's a major change from 10 years. and what's interesting is, in 2014, 2015, 2016 it was testing it on the russian population first, ukraine, syria, libya, battlefields, then it was taking it on the roads to all the european elections in the u.s. elections. watching what has transpired to that, there is a little bit of a misunderstanding about how much things have changed in 10 years in terms of social media. speaking of gen z. gen z, would you leak -- would you read more than 200 words? i bet you would watch 200 videos. that's one of the biggest changes in 10 years with the technology. that's not just about gen z, that's about my generation and everybody older. video is king today. if you are trying to write a 9000 word blog, you are running appeal -- uphill with a lot of weight on your back. our monitoring list in 2016 were twitter and facebook accounts linking to blog spots. in 2020 it was twitter or facebook, a few other platforms, but mostly liking to you too. today, if you go to it, it will be all video. my team
now we use microsoft, it's a major change from 10 years. and what's interesting is, in 2014, 2015, 2016 it was testing it on the russian population first, ukraine, syria, libya, battlefields, then it was taking it on the roads to all the european elections in the u.s. elections. watching what has transpired to that, there is a little bit of a misunderstanding about how much things have changed in 10 years in terms of social media. speaking of gen z. gen z, would you leak -- would you read more...
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May 21, 2024
05/24
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BBCNEWS
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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 7 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. you mention them for a global framework. this will come with challenges, co—ordinating different countries and their legal frameworks? different countries and their legal
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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Jan 24, 2024
01/24
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CNBC
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we will talk about microsoft hitting $3 trillion. that's a big deal, but so is stephanie link's moves yet again stealing the thunder today like you did on friday when you sold out of meta, you bought more amazon and today you have bought even more amazon, why? >> yes, i like it. i like it a lot. it's traded over 20 times ebitda aws should see a re-acceleration to something like 15, 16%, maybe even higher in the second half of the year. we'll have to see. retail margins are on the rise and i think there's more they can do as their costs come down and i think the consumer is on fire look at retail sales last week 9.4% was online. they're continuing to see momentum and ad revenues were really weak last year. i think that will pick up for the whole sector, the whole faang complex, of course i think that it's underappreciated amazon. the valuation sort of makes sense to me. >> kari, you own it. reports next week. it was named a top pick by morgan stanley today people have been getting in line reiterating their love for it. >> i think amon
we will talk about microsoft hitting $3 trillion. that's a big deal, but so is stephanie link's moves yet again stealing the thunder today like you did on friday when you sold out of meta, you bought more amazon and today you have bought even more amazon, why? >> yes, i like it. i like it a lot. it's traded over 20 times ebitda aws should see a re-acceleration to something like 15, 16%, maybe even higher in the second half of the year. we'll have to see. retail margins are on the rise and...
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Apr 25, 2024
04/24
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CNBC
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here is where microsoft is more based on the multiple that microsoft is tradingat 35 time pe that's a little bit more on the sensitivity from rates less so far google alphabet is a story of what is going on in their business and disruption in the search business >> all right nimrit kang, thank you preview of microsoft and alphabet earnings after the bell today. >>> coming up after the break, micron is set to receive billions from the chips archact. >>> first the big money movers ford is moving higher with the strength of the commercial unit with the offset of ev losses it is lowering estimates and raising the adjusted free cash flow outlook. >>> whirlpool is increasing prices by 5% in north america due to sticky inflation and cutting 1,000 jobs to expand profit margins shares down 20% in the last year and 30% off the 52-week high >>> align technologies beating first quarter estimates and growing revenue by 6% thanks to the asia pacific region. shares up 5% right now we'll have more after the break. stay with us o find a doctor when? what about zocdoc? so many options. yeah, and dr. xi
here is where microsoft is more based on the multiple that microsoft is tradingat 35 time pe that's a little bit more on the sensitivity from rates less so far google alphabet is a story of what is going on in their business and disruption in the search business >> all right nimrit kang, thank you preview of microsoft and alphabet earnings after the bell today. >>> coming up after the break, micron is set to receive billions from the chips archact. >>> first the big...
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Apr 25, 2024
04/24
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BLOOMBERG
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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...
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May 21, 2024
05/24
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CNBC
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year, it has been microsoft. but google is up 26% year-to-date versus a microsoft up 14%. do you think that there should be a shift, especially after the io last week when you talk about bringing ai to the masses, and who can do this better than google? >> yeah, i think we bracketed enterprise versus consumer. so we like amazon and microsoft in that world. for the consumer world, it's meta and google. so why is google had such a strong outperformance? they had a slow start and made up ground. there's more ai underneath the hood than they've been able to show. they've done a terrible job explaining it. so i think they're catching up, the stock's cheap, so yeah, i believe that google is going to have a great seat at the table. when i talk about survey work, that's for enterprise users. that's where microsoft is leaning, amazon is too, and google is a distant third. >> on that note, brent, you said, and it's fascinating to think about, microsoft is trying to push people out of the cloud and back into the puddle or w
year, it has been microsoft. but google is up 26% year-to-date versus a microsoft up 14%. do you think that there should be a shift, especially after the io last week when you talk about bringing ai to the masses, and who can do this better than google? >> yeah, i think we bracketed enterprise versus consumer. so we like amazon and microsoft in that world. for the consumer world, it's meta and google. so why is google had such a strong outperformance? they had a slow start and made up...
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Jan 5, 2024
01/24
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RUSSIA24
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google, meta, aka facebook, microsoft, now probably elon musk’s company. this companies that develop virtual and augmented reality. it is our near technological future that causes some. salvation, the fact is that the human brain is designed this way, whether a person is in virtual reality or the real world, his chemical processes are the same, the so-called internet addiction, it cannot be stopped, if there is research about what can be cured drug addicts, alcoholics, then internet gaming addiction... doctors cannot deal with this addiction these companies can cope, of course , their most important strength is that they control the discourse, and today people spend online according to global statistics about 6 hours a day, this is a lot, and in fact we spend most of the time using or social networks, or email or search engines, yes, that is, we look for information, read the news, this largely forms that information fund. sphere, on the one hand it becomes very dangerous, since it invades all areas of life, including personal life, yes, but it is really c
google, meta, aka facebook, microsoft, now probably elon musk’s company. this companies that develop virtual and augmented reality. it is our near technological future that causes some. salvation, the fact is that the human brain is designed this way, whether a person is in virtual reality or the real world, his chemical processes are the same, the so-called internet addiction, it cannot be stopped, if there is research about what can be cured drug addicts, alcoholics, then internet gaming...
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Jan 26, 2024
01/24
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BLOOMBERG
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we saw this with microsoft, amazon, google. company's that made bid cuts last year and are doing well financially still see it in their interest to trim a couple percentage points periodically. i expect this to be a trend. ed: the pointed difference from this time last year is the size of the cuts. if you go on any website of those that have cut -- salesforce, microsoft -- they're also hiring, and where they are hiring is clear as day, brody. brody: it is two letters we have been hearing every day -- ai. salesforce has told me that they are really hiring for engineering roles and for those who go to market for their ai products. i think a lot of companies, salesforce more than most, really focused on peering back these traditional sales and marketing roles. now, they are kind of investing in what is going to bring them further. unfortunately for some workers, it is probably higher than it is to retrain some of your people. ed: goodbye, marketing. hello, computer nerds. we sit down with intel ceo pat gelsinger amid company resul
we saw this with microsoft, amazon, google. company's that made bid cuts last year and are doing well financially still see it in their interest to trim a couple percentage points periodically. i expect this to be a trend. ed: the pointed difference from this time last year is the size of the cuts. if you go on any website of those that have cut -- salesforce, microsoft -- they're also hiring, and where they are hiring is clear as day, brody. brody: it is two letters we have been hearing every...
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Apr 29, 2024
04/24
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BBCNEWS
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is the keynote speaker at key events the microsoft is hosting an jakarta, events the microsoft is hosting anjakarta, kuala lumpurand anjakarta, kuala lumpur and bangkok anjakarta, kuala lumpurand bangkok over the next three days. it is microsoft showing off all of its ai technology or some of it giving it a taste of the software engineers, data scientists and architectures in this region so they get a chance to see what is made of in this trip comes a week after some solid earnings of microsoft died and they have invested heaps of money into this technology and has been reporting here seen and investors are very excited by the prospect of this, he is not the prospect of this, he is not the only tech giant to have beenin the only tech giant to have been in this part of the world we saw tim cook from apple this month and he visited and spoke with leaders in indonesia as well as vietnam. you may ask yourself why southeast asia? it is in a solid trajectory when it comes to its digital economy are the reasons why is because they're tapping into the tower pool and expansion of population size b
is the keynote speaker at key events the microsoft is hosting an jakarta, events the microsoft is hosting anjakarta, kuala lumpurand anjakarta, kuala lumpur and bangkok anjakarta, kuala lumpurand bangkok over the next three days. it is microsoft showing off all of its ai technology or some of it giving it a taste of the software engineers, data scientists and architectures in this region so they get a chance to see what is made of in this trip comes a week after some solid earnings of microsoft...
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May 17, 2024
05/24
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CNBC
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we start off with big tech events, microsoft build developers conference and nvidia earnings, microsoft society to give updates on its marquee a.i. assistant co pilot, the company expected to show out of a new line of pcs before build officially kicks off. first to nvidia's report, expected to say eps more than quintupled a year ago given by demand for a.i. products, shares up nearly 40% since it last posted results in more than 85% already this year, but are those gains at risk if it disappoints on wednesday, could the markets gains be at risk as well, guy. >> the only disappointment we're coming in the form of guidance, pretty obviously, or margins, if margins start to decline sequentially then you'll have a problem. the market will say, okay, peak margins last quarter, 70%, this is the other side of it, now in terms of revenue and their eps. eps, which is fantastic. but not commensurate to back up price to sales and price to earnings, then the stock might be this trouble. short of that, i think it's fine. with that said, i'll go back to it again, despite the fact that the stock's had
we start off with big tech events, microsoft build developers conference and nvidia earnings, microsoft society to give updates on its marquee a.i. assistant co pilot, the company expected to show out of a new line of pcs before build officially kicks off. first to nvidia's report, expected to say eps more than quintupled a year ago given by demand for a.i. products, shares up nearly 40% since it last posted results in more than 85% already this year, but are those gains at risk if it...
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Apr 9, 2024
04/24
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CNBC
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. >> i was very concerned about the review board about a microsoft breach. they say among other things not to correct is inaccurate, the statement that microsoft believed and it determined the root cause of the intrusion, i don't need to go on and finish it, but this is obviously a very difficult thing. but i know that the review board was really, anything you think was going to change? >> i think the review board did a fantastic job and it really highlights the value of this with the administration. that being said i think it does highlight the inadequacies that we've seen from microsoft and to your comment about this public information and i talked about this several times with you, just the lack of a transparency. you have to be clear and you have to be honest. before you actually correct it, you have to scratch your head and wonder what the reason was. >> anybody could go, microsoft is big so it obviously has a lot of clients. is just a percentage like anybody else in your business. >> from microsoft's perspective, obviously there big and i think that's
. >> i was very concerned about the review board about a microsoft breach. they say among other things not to correct is inaccurate, the statement that microsoft believed and it determined the root cause of the intrusion, i don't need to go on and finish it, but this is obviously a very difficult thing. but i know that the review board was really, anything you think was going to change? >> i think the review board did a fantastic job and it really highlights the value of this with...
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Jan 30, 2024
01/24
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BLOOMBERG
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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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0.0
Apr 16, 2024
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and microsoft. of course, energy continues to be the constraint but use cases are exploding across the board and now this fourth industrial revolution is here being led by jenson and adele. caroline: we thank you. let's go to a key player, apple, pledged to buy more components and accessories and devices from vietnam suppliers. the move is a big boost for the southeast asian companies and vietnam emerges as a electronics hub and apple is looking to shift production of their gadgets away from china to minimize the geopolitical use and they're exploring india and vietnam which has seen a four poll increase in companies assembling apple products over the last decade. let's talk about global regulation for a moment and joined with the european commissioner of financial services to discuss all things digital finance and regulation, ed. ed: we're looking at erickson, the swedish shares, 2% higher as it stands and the u.s. a.d.r. is higher even still than that. beat on earnings and it's really interesting,
and microsoft. of course, energy continues to be the constraint but use cases are exploding across the board and now this fourth industrial revolution is here being led by jenson and adele. caroline: we thank you. let's go to a key player, apple, pledged to buy more components and accessories and devices from vietnam suppliers. the move is a big boost for the southeast asian companies and vietnam emerges as a electronics hub and apple is looking to shift production of their gadgets away from...
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Apr 26, 2024
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microsoft share up 4%. timothy, thank you >>> coming up on "worldwide exchange," thanks, but no thanks mega mining merger looks like it wy be over before it starts weill be right back right after this break . people person. but he is an “i can solve this in 4 different ways” person. you need clem. clem needs benefits. work with principal so we can help you with a plan that's right for him. you know what i'm saying? let our expertise round out yours. >>> welcome back to "worldwide exchange." we start with anglo american rejecting the takeover proposal from bhp saying it is significantly under valuing the company and prospects. in a statement, the chairman calls the bid unattractive and creates substantial uncertainty and execution risks for the company and other shareholders shares of both companies trading lower. >>> the bank of japan keeping rates unchanged after the policy meeting. this after inflation came in lower than expected for the month. the boj will buy bonds at the same pace as previous month
microsoft share up 4%. timothy, thank you >>> coming up on "worldwide exchange," thanks, but no thanks mega mining merger looks like it wy be over before it starts weill be right back right after this break . people person. but he is an “i can solve this in 4 different ways” person. you need clem. clem needs benefits. work with principal so we can help you with a plan that's right for him. you know what i'm saying? let our expertise round out yours. >>> welcome...
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Jan 29, 2024
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>> i think it begins with microsoft. i think microsoft is absolutely critical with that earnings report. let's be clear the expectations for all of the mega cap companies is incredibly high. they have a high bar to exceed. in terms of the impact of the market, i think that there has to be something within the earnings report that is so overwhelmingly disappointing that it will reverse a lot of the positive momentum in the market. i think a gentle miss, a small miss, i don't think that's enough. i still think there's enough entrenched buying in the marketplace for these companies. i think microsoft sets the tone for the week for sure. i don't think we should make too much of the fact that this could reverse the rally. i think it's going to be very difficult to reverse the positive momentum that's in place. >> bill, it's interesting, you have had a reversal of sorts already from broad to back to the mega caps, so maybe to joe's point, that only increases the pressure because now the money has been flowing back, and year to
>> i think it begins with microsoft. i think microsoft is absolutely critical with that earnings report. let's be clear the expectations for all of the mega cap companies is incredibly high. they have a high bar to exceed. in terms of the impact of the market, i think that there has to be something within the earnings report that is so overwhelmingly disappointing that it will reverse a lot of the positive momentum in the market. i think a gentle miss, a small miss, i don't think that's...
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Jan 30, 2024
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and microsoft and alphabet and more. we tee up the numbers to watch. >>> it is not just earnings that will have an impact today. the federal reserve kicks off the latest meeting with new calls from lawmakers to cu
and microsoft and alphabet and more. we tee up the numbers to watch. >>> it is not just earnings that will have an impact today. the federal reserve kicks off the latest meeting with new calls from lawmakers to cu
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Jan 30, 2024
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microsoft would be the other. i think it will be very interesting this quarter today to get a look and see how ai is impacting both microsoft and google. and they could be in opposite directions. so with microsoft, people are looking for true growth. both in the cloud business as steve mentioned, but also it's going to start hitting the bottom line and the top line. microsoft is charging customers $30 per person per month for some of these co-pilot services at businesses. once those numbers get significant, that's also going to be meaningful, although they have cautioned that it is very early for that. on the google side, it may show up first as a hit to revenue. and that's because there is this theory out there that ai is going to take energy away from search, take views, take montization away from search because ai gives answers, and the search business is dependent on this unknown and serve up advertiser links, as well as guesses on what you want, versus one answer. >> now, the interesting part about the search
microsoft would be the other. i think it will be very interesting this quarter today to get a look and see how ai is impacting both microsoft and google. and they could be in opposite directions. so with microsoft, people are looking for true growth. both in the cloud business as steve mentioned, but also it's going to start hitting the bottom line and the top line. microsoft is charging customers $30 per person per month for some of these co-pilot services at businesses. once those numbers get...
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Apr 26, 2024
04/24
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ed: microsoft and google post strong results. caroline: jeff bezos and andy jassy deleting chaps amid an antitrust probe. let's check in on these markets. this is a macro picture on the day and some earnings galvanizing a drive higher. nasdaq up more than 2% then. we see the core pce that the fed so loves coming in line. we are not calling, but we are not exceeding expectations. the market is relieved and we are seeing about of good, healthy increase in certain stocks. a 10 year yield dives down onto the back of that pce number. even though we see bonds indeed rallying coming yields falling lower, the dollar still resilient against the japanese yen. will we see intervention from the boj? moving on, have a look at what it is doing against bitcoin. dollar strength against bitcoin. crypto on the downside. ed: it is all about earnings. intel is off session lows. and just a moment, ian king will give us the numbers and then we will speak to the intel ceo. microsoft and alphabet are all about cloud growth driven by ai products. microso
ed: microsoft and google post strong results. caroline: jeff bezos and andy jassy deleting chaps amid an antitrust probe. let's check in on these markets. this is a macro picture on the day and some earnings galvanizing a drive higher. nasdaq up more than 2% then. we see the core pce that the fed so loves coming in line. we are not calling, but we are not exceeding expectations. the market is relieved and we are seeing about of good, healthy increase in certain stocks. a 10 year yield dives...
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Apr 26, 2024
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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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Jan 25, 2024
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>> microsoft had big market moment last year and everybody started thinking about microsoft. between april and november, 80 lbs cayman strong with their bedrock services. i think aws will be very strong. it's helping people think about open versus commercial open source. there is a lot of activity there. rising tides in ai will raise them all next year. annabelle: what about when it comes to devices, there is ai integration we are seeing into the likes of samsung for instance. how do you see that playing into the competition in that area of the market? >> you have ai at the edge, and there's clearly no winner in that space right now. this is one area where companies like intel and samsung win, chips can go into the devices that will make those devices smart and intelligent and ai ready. so there will be a lot of opportunity in that space. it's just that longer rollout in the sense of many different devices. paul: maribel lopez from lopez research, thanks so much for joining us. later we will speak with the intel ceo for more on the company and the industry outlook as well. th
>> microsoft had big market moment last year and everybody started thinking about microsoft. between april and november, 80 lbs cayman strong with their bedrock services. i think aws will be very strong. it's helping people think about open versus commercial open source. there is a lot of activity there. rising tides in ai will raise them all next year. annabelle: what about when it comes to devices, there is ai integration we are seeing into the likes of samsung for instance. how do you...
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Apr 26, 2024
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microsoft said 7% of growth in cloud was coming from a.i. products meta is actually not really clear what their business model is going to be they are giving away the models. >> investors do not like the metaverse one bit. one thing that is underreported is the digital ad business google with a rebound. double bdigits year over year. what does that tell you about the companies for microsoft and the tens of billions for google. for amazon, it is a big and growing business how important will the digital ad business be going forward >> it is the business. what happens is most companies captured attention of all of the people in the world and they are selling ads. ads are profitable this is what amazon realized everyone is coming to amazon to buy products and they will think let's sell them ads. if you look at the amazon page, 70% of it is ads they are paying for. this is an important business. the growth is continuing you saw acceleration with the youtube ads and growth with search ad business is here to stay. >> was this the "show me" quarter
microsoft said 7% of growth in cloud was coming from a.i. products meta is actually not really clear what their business model is going to be they are giving away the models. >> investors do not like the metaverse one bit. one thing that is underreported is the digital ad business google with a rebound. double bdigits year over year. what does that tell you about the companies for microsoft and the tens of billions for google. for amazon, it is a big and growing business how important...
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Jan 11, 2024
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. , . , , ., us government has been asking microsoft. , , ., microsoft. this has been a pattern thou~h, microsoft. this has been a pattern though. the _ microsoft. this has been a pattern though, the accusation _ microsoft. this has been a pattern though, the accusation that - microsoft. this has been a pattern though, the accusation that china | though, the accusation that china steals intellectual properties, it's a consistent problem. what do the intelligence agency say about it? and do microsoft lose people who have the expertise to other chinese companies?— companies? that's what's really funn as companies? that's what's really funny as they — companies? that's what's really funny as they were _ companies? that's what's really funny as they were worried - companies? that's what's really funny as they were worried that | companies? that's what's really - funny as they were worried that one of the risks was microsoft brings these wonderful researchers together, they work on great tech, and then they might even go work for and then they might even g
. , . , , ., us government has been asking microsoft. , , ., microsoft. this has been a pattern thou~h, microsoft. this has been a pattern though. the _ microsoft. this has been a pattern though, the accusation _ microsoft. this has been a pattern though, the accusation that - microsoft. this has been a pattern though, the accusation that china | though, the accusation that china steals intellectual properties, it's a consistent problem. what do the intelligence agency say about it? and do...
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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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Apr 24, 2024
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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...
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Feb 27, 2024
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ed: microsoft was pretty stoked about a version of copilot. do you think $39 a month will see the enterprise version gaining traction? ed: absolutely -- thomas: absolutely. we have over 50,000 organizations on boarded to copilot, more than 1.3 million paid users. we see a lot of excitement from all kind of industries would it is no longer just equal startups and take companies, it is pharmaceutical companies, automotive companies, a lot of financial institutions. we see tremendous excitement there. we received feedback from companies like for, as shopify telling us the collaboration is getting better if copilot knows about what is happening within the company. ed: bloomberg reported this month apple is looking to do something simple -- similar with x code. what do you make of that? this is becoming a battleground, the use of generative ai within the writing of code. thomas: as a developer, this is the most exciting era i have seen over the last 30 years. we have all these companies working to make developers more productive, to have them focus
ed: microsoft was pretty stoked about a version of copilot. do you think $39 a month will see the enterprise version gaining traction? ed: absolutely -- thomas: absolutely. we have over 50,000 organizations on boarded to copilot, more than 1.3 million paid users. we see a lot of excitement from all kind of industries would it is no longer just equal startups and take companies, it is pharmaceutical companies, automotive companies, a lot of financial institutions. we see tremendous excitement...
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Jan 30, 2024
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we are from microsoft and amazon alphabet. what is their capacity that they could step up to the bar and make a substantial difference? chris: we see these companies already making a difference. google has a chip which has been producing for some time. many of its own ai models are already trained on this chip. amazon and microsoft are somewhat less developed but still have their own chips that you can use in data centers. openai is considering building out its own network of chip factories. ai requires tons of computing power which means tons of investment numbers. right now there are a couple of companies. nvidia the most important that can reduce these advanced chips for ai. it's not a surprise whether you're microsoft or amazon or google you want more sources of supply for these ultra critical chips. david: what's the gaining factor? what's keeping others from doing it? is it intellectual property, know-how, what keeps them from this? chris: in videos core advantage is its ecosystem. most of the advanced ai systems have be
we are from microsoft and amazon alphabet. what is their capacity that they could step up to the bar and make a substantial difference? chris: we see these companies already making a difference. google has a chip which has been producing for some time. many of its own ai models are already trained on this chip. amazon and microsoft are somewhat less developed but still have their own chips that you can use in data centers. openai is considering building out its own network of chip factories. ai...
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Mar 15, 2024
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are saying maybe it's just microsoft. they expected to see this big surge because of the ai products. adobe has been putting ai into photoshop and illustrator. but it appears they are more focused on acquisition and that monetization is not coming for a couple of quarters. caroline: this is the biggest fall for adobes and 2022. i'm interested in how that focuses on some of the startups that are publicly traded. you saw the big one everyone looked out and thought, adobe is going teresa catch up. >> about a year ago with image innovation. they responded with innovations in photoshop. there is this energy in the air that this new piece of technology could make adobe obsolete. there was a conversation on the earnings where an analyst said folks are getting worried in the long run this software could be unused. can you explain why that is not the case? thus not a level of candor or anxiety you hear on these calls. caroline: this is what investors want, transparency. we are hearing that from the ceo. is there anyone who is bull
are saying maybe it's just microsoft. they expected to see this big surge because of the ai products. adobe has been putting ai into photoshop and illustrator. but it appears they are more focused on acquisition and that monetization is not coming for a couple of quarters. caroline: this is the biggest fall for adobes and 2022. i'm interested in how that focuses on some of the startups that are publicly traded. you saw the big one everyone looked out and thought, adobe is going teresa catch up....
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Mar 20, 2024
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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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Apr 18, 2024
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i'm not hating on microsoft. what i'm saying is i'm not add to go microsoft today. i'm adding to amazon by the way, nvidia is looking tempting to add to >> what's the biggest risk in the microsoft quarter? what's the worst thing that could indicate -- >> the worst risk -- >> i was just going to say >> no risk >> he said there's no risk jim lebenthal said that. not me not josh not liz. >> if i'm trading ahead of the quarter, what i would worry about is the commercialization effort of openai is going slower than what the market is hoping for. >> okay, fine. how about if i agree with you that is actually maybe even likely >> you already said otherwise, too late >> you already said there was no risk that would be a major problem. >> well, okay -- >> goes to my benefit of the doubt comment. >> this is where we differ i don't think it's major i don't. i don't think that's something that if that happens, josh, people wake up in the morning and say, this is a crummy stock. i want to get rid of microsoft >> don't you think we've talked about sort of looking down the a.i. hig
i'm not hating on microsoft. what i'm saying is i'm not add to go microsoft today. i'm adding to amazon by the way, nvidia is looking tempting to add to >> what's the biggest risk in the microsoft quarter? what's the worst thing that could indicate -- >> the worst risk -- >> i was just going to say >> no risk >> he said there's no risk jim lebenthal said that. not me not josh not liz. >> if i'm trading ahead of the quarter, what i would worry about is the...
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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....