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. microsoft says it's aiming to be carbon negative by 2030, not just neutral, but negative. and one way it's hoping to get there is through bolivia. more than 9000 kilometers from microsoft headquarters in redmond, washington is a bio chart facility, operated by x, so mad green it turns forestry waste interest, something that's called bio char, which is essentially charcoal x. so mad green will produce the bio char containing carbon dioxide and buried under ground where it can enrich the soil and keep c o 2 from getting into the atmosphere. microsoft has box $32000.00 tons of carbon dioxide removal credits, but that's a tiny fraction of its overall annual emissions. we don't know how much of that will grow with a i. that's one way that microsoft can continue to expand its ai operation and data center as well, saying it's still on path to being carbon negative, but it's not effective enough. or is it just a form of corporate greenwashing? so if we do something like by carbon offsets, that doesn't negate the action that we talk, meaning that doesn't undo the carbon emissions t
. microsoft says it's aiming to be carbon negative by 2030, not just neutral, but negative. and one way it's hoping to get there is through bolivia. more than 9000 kilometers from microsoft headquarters in redmond, washington is a bio chart facility, operated by x, so mad green it turns forestry waste interest, something that's called bio char, which is essentially charcoal x. so mad green will produce the bio char containing carbon dioxide and buried under ground where it can enrich the soil...
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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 25, 2024
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that microsoft had essentially won that race? >> i don't know that any race has been won yet. in ai particularly. the race that microsoft has won very clearly over the last 30 years is in productivity applications. you look at the way the average business uses microsoft and how important it is to them, their email is coming in. they are creating documents whether word, excel, powerpoint and other eckel patients and we look at forward and think ai, every piece of data that comes into your organization is going to go through ai, and that is going to happen at microsoft on their servers as you are using office 365 and to the extent you are sending out information, that will go through ai and it will guide the worker. the knowledge on how to spend their time and what to focus on and the potential value for microsoft is tremendous. i don't think that value has shown up yet in their earnings estimates, and so we think the stock is, while it is not necessarily cheap for the growth , we think the growth in the coming years is going to be
that microsoft had essentially won that race? >> i don't know that any race has been won yet. in ai particularly. the race that microsoft has won very clearly over the last 30 years is in productivity applications. you look at the way the average business uses microsoft and how important it is to them, their email is coming in. they are creating documents whether word, excel, powerpoint and other eckel patients and we look at forward and think ai, every piece of data that comes into your...
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May 21, 2024
05/24
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they include google, amazon, meta, microsoft and openai. joining us now is bbc technology journalist chris vallance, who's in our edinburgh studio. tell us a bit more about this agreement? the summit is a follow—up to the summit in november at bletchley park, and its aim essentially is to continue that work. it is a two—day summit, the start of it virtually attended by prime minister rishi sunak and his south korean counterpart. the second day brings together digital ministers, and they will look at a range of issues including things like the environmental impact of ai, issues of bias, the impact onjobs, which is interesting because the focus on the bletchley park summit was the catastrophic scenarios. those particular items on the agenda much more here and now concerns. broadly, thatis more here and now concerns. broadly, that is what the summit is hoping to achieve. there was talk about it possibly being lacklustre and so much surprise when this morning we get this announcement of 16 firms coming together with this agreement to check
they include google, amazon, meta, microsoft and openai. joining us now is bbc technology journalist chris vallance, who's in our edinburgh studio. tell us a bit more about this agreement? the summit is a follow—up to the summit in november at bletchley park, and its aim essentially is to continue that work. it is a two—day summit, the start of it virtually attended by prime minister rishi sunak and his south korean counterpart. the second day brings together digital ministers, and they...
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Jan 29, 2024
01/24
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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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May 22, 2024
05/24
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microsoft says the feature is optional, and it is committed to privacy and security. around the world and across the uk, this is bbc news.
microsoft says the feature is optional, and it is committed to privacy and security. around the world and across the uk, this is bbc news.
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Jan 30, 2024
01/24
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microsoft has the whole industry. enterprise consumer touches everything. >> it's not just that, they have the second largest cloud offering in azure. they've got a direct tie to open ai as a huge investor there. is there any other story within megacap technology or elsewhere that can rival what's happening with microsoft right now? are other megacaps a catch-up f trade maybe in some way? >> i don't think there's a rival story but i do think there's a catch-up story. last year it was all about the gpu. nvidia jumped way ahead. this year is all about implementation. last year microsoft is the only company that got the implementation story right. we saw what google did with gemini and aws did with bed rom and its story. there's a strong possibility that all the market share isn't going to one. we know that aws has strong partnerships and we'll see later this week what they come up with. we know google had its eye on ai for multidecades now. these companies are going to come out with a monetization story. it needs to hap
microsoft has the whole industry. enterprise consumer touches everything. >> it's not just that, they have the second largest cloud offering in azure. they've got a direct tie to open ai as a huge investor there. is there any other story within megacap technology or elsewhere that can rival what's happening with microsoft right now? are other megacaps a catch-up f trade maybe in some way? >> i don't think there's a rival story but i do think there's a catch-up story. last year it...
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Jan 25, 2024
01/24
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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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Mar 6, 2024
03/24
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microsoft again, he put it out publicly. microsoft told him to take it down. he was reporting it internally as you're supposed to. nothing happened. the fact that this person felt he had to go to cnbc and tell them, the fact that he had to go to the ftc, write a letter to microsoft's board, tells you when this started a year ago, we had microsoft and everyone saying we're going to do it smartly and safely, telling us that we're going to be safe and secure and so on and so forth. but when their own internal people are telling them, these are problems, these are happening, these are against our policies and they do nothing until it gets reported in the press, that should lead skepticism every time one of these companies come out and say we're doing this safely, just trust us, because it just takes one example to prove you guys aren't taking it seriously internally. this is emblematic, it's not just a microsoft problem, in this rush to get things out, they're willing to put some of those positions aside in order to get it out faster and quicker and cheaper. so it
microsoft again, he put it out publicly. microsoft told him to take it down. he was reporting it internally as you're supposed to. nothing happened. the fact that this person felt he had to go to cnbc and tell them, the fact that he had to go to the ftc, write a letter to microsoft's board, tells you when this started a year ago, we had microsoft and everyone saying we're going to do it smartly and safely, telling us that we're going to be safe and secure and so on and so forth. but when their...
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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 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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Apr 18, 2024
04/24
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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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Apr 24, 2024
04/24
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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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Jan 26, 2024
01/24
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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 25, 2024
04/24
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>> you are bullish tonight and i am making a real point with microsoft, alphabet and it will be good. >> tonight the knicks will win and tech earnings will be strong and i think eventually what you will see is that this is the pound the table moment where they show the modernization here and not hype and that is why when it talks everyone listens. >> is there something they have to say like a strong demand for chatgpt? >> what do they have to say about the future to make you even happier. >> it is about what adoption looks like and a 30% type good number and what that adoption curve looks like. if you start to see new della and i think much more significant than they expected, that shows this title wave of $1 trillion of spending and it's coming to the rest of tech. >> to your point we talked about whirlpool and harley davidson and looking at these mid-level consumer stocks in the middle class is struggling and there is a big gap and a market have and have not and ai is a habit and anything related to middle class could ultimate lee -- altar is down 21% since april 1. >> without quest
>> you are bullish tonight and i am making a real point with microsoft, alphabet and it will be good. >> tonight the knicks will win and tech earnings will be strong and i think eventually what you will see is that this is the pound the table moment where they show the modernization here and not hype and that is why when it talks everyone listens. >> is there something they have to say like a strong demand for chatgpt? >> what do they have to say about the future to make...
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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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Feb 27, 2024
02/24
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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 31, 2024
01/24
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alphabet is comfortably behind aws and microsoft azure. in terms of google cloud this quarter, it has positive momentum. they completed its first year of profitability, which is not easy. things are looking up, especially considering how central google cloud is to google's broader ai ambitions. katie: appreciate your time. quick look at stocks hitting highs and lows today. 52-week high here after reporting fourth-quarter earnings that beat. citi getting high on the bullish call by morgan stanley. gsk upgrading its long-term outlook after a successful launch of its new rsv vaccine, good for 2.2%. new york community bancorp falling to record lows after reporting a surprise loss in the fourth quarter and a cut to the dividend. you can see that in the chart. what a day. we continue to follow the story. coming up, bloomberg technology. ♪ xfinity rewards presents: '1st and 10gs.' xfinity is giving away ten grand to a new lucky winner for every first and ten during the big game. enter daily through february 9th for a chance to win 10gs. with th
alphabet is comfortably behind aws and microsoft azure. in terms of google cloud this quarter, it has positive momentum. they completed its first year of profitability, which is not easy. things are looking up, especially considering how central google cloud is to google's broader ai ambitions. katie: appreciate your time. quick look at stocks hitting highs and lows today. 52-week high here after reporting fourth-quarter earnings that beat. citi getting high on the bullish call by morgan...
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Apr 26, 2024
04/24
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that's amazon, google, microsoft, meta. i think the rest are going to be very difficult there will be room for ai players in verticals like health care and retail that we think, again, the companies that have that data and have that user, it's really hard to train, to effectively run these systems, so it's going to be very, very difficult for the others to survive. so the question is, what happens to oracle? they're on the cut line. i think they'll benefit, but there's others that will -- may not. weigh what's going to happen to ibm? are they in that same situation i'm talking about in the big four and the answer is no. >> right we know the one key beneficiary, i don't believe you cover nvidia but that stock up another almost 5% this morning. >> absolutely. they're the number one from every piece of work we do, everyone is spending on nvidia and again, this is hard to have these conversations with our clients right now, as a software analyst, you know, i feel like i'm -- i'm on aisle 4 mopping up a spilled milk everyone wan
that's amazon, google, microsoft, meta. i think the rest are going to be very difficult there will be room for ai players in verticals like health care and retail that we think, again, the companies that have that data and have that user, it's really hard to train, to effectively run these systems, so it's going to be very, very difficult for the others to survive. so the question is, what happens to oracle? they're on the cut line. i think they'll benefit, but there's others that will -- may...
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Jan 5, 2024
01/24
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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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Apr 25, 2024
04/24
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intel, microsoft, alpha that bet, gang's all here. they are set to report. we have laura martin on next to preview the google parent's numbers. don't go away. ♪ students... students of any age, from anywhere. using our technology to power different ways of learning. so when minds grow, opportunities follow. ♪ if you spit blood when you brush, it could be the start of a domino effect. new parodontax active gum repair breath freshener. clinically proven to help reverse the four signs of early gum disease. a new toothpaste from parodontax, the gum experts. it's odd how in an instant things can transform. slipping out of balance into freefall. (the stock market is now down 23%). this is happening people. where there are so few certainties... (laughing) look around you. you deserve to know. as we navigate a future unknown. i'm glad i found stability amidst it all. gold. standing the test of time. during my entire life i have been somewhat of an outdoors person. golf, gardening around here. how can i stay out of the sun? so about two years ago i was diagnosed
intel, microsoft, alpha that bet, gang's all here. they are set to report. we have laura martin on next to preview the google parent's numbers. don't go away. ♪ students... students of any age, from anywhere. using our technology to power different ways of learning. so when minds grow, opportunities follow. ♪ if you spit blood when you brush, it could be the start of a domino effect. new parodontax active gum repair breath freshener. clinically proven to help reverse the four signs of early...
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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
01/24
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i whereas microsoft was one of the leaders?— whereas microsoft was one of the leaders? i think google in 2007 launched _ the leaders? i think google in 2007 launched the _ the leaders? i think google in i 2007 launched the transformer, which was the foundational model for these new generative ai models, these large language models but recently it has fallen behind on one of the reasons it has fallen behind microsoft is microsoft has made $13 billion of investment in openai, which made chatgpt, and eight lakhs for a number of reasons that microsoft is ahead. first, because the cloud revenues are about 42% of microsoft's business but only 10% of google's business, and cloud is the foundation for al because all the data for al sits in the cloud, and second because microsoft appears to be leading, in terms of implementing ain its products. if you look at google, 80% of its business is ads, and most of that is search ads but in the age of ai we might not even need search, because ai will be embedded in our workflow, so we won't need to have a separate search tool to find out
i whereas microsoft was one of the leaders?— whereas microsoft was one of the leaders? i think google in 2007 launched _ the leaders? i think google in 2007 launched the _ the leaders? i think google in i 2007 launched the transformer, which was the foundational model for these new generative ai models, these large language models but recently it has fallen behind on one of the reasons it has fallen behind microsoft is microsoft has made $13 billion of investment in openai, which made...
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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 cut rates sooner. >>> new concerns of the u.s. consumers and it may be fading as shares of whirlpool fading. >>> and on a goodwill a.i. tour as openai and microsoft face headwinds. it's tuesday, january 30th, 2024. you're watching "worldwide exchange" right here on cnbc. ♪ >>> good morning and welcome to "worldwide exchange." i'm frank holland. >>> let's get you ready to start the day with the check of u.s. stock futures after the s&p closed above 4,9 hundr00 for tht time ever. you can see the market is red across the board. the dow would open up 40 points lower. the major indices are on base led by communications services with netflix and meta and verizon up double digits. we have to check the bond market. bonds are declining. benchmark at 4.05%. down from the levels we saw yesterday. also looking at the energy
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 cut rates sooner. >>> new concerns of the u.s. consumers and it may be fading as shares of whirlpool fading. >>> and on a goodwill a.i. tour as openai and microsoft face headwinds. it's tuesday, january 30th, 2024. you're watching "worldwide exchange"...
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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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Apr 25, 2024
04/24
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microsoft and google reporting after the bell. those are pretty significant declines in the idea is we are worried on the back of meda's earnings, that all of this spend on ai infrastructure is not bringing some big boom in generative ai driven sales growth. actual software products that people use and companies make money from. this is bloomberg technology. ♪ (upbeat music) there's more to business than the business you're in. if you use data, that's the privacy business. manufacturing on demand? you're talking cloud business. got a few million hyper-connected customers? digital experience business. that was fast. that's where deloitte comes in. with the right combination of talent and technology to help advance and connect all that it takes to excel in business ... to the business i'm in. deloitte. starting a business is never easy, but starting it eight months pregnant.. that's a different story. i couldn't slow down. we were starting a business from the ground up. people were showing up left and right. and so did our busines
microsoft and google reporting after the bell. those are pretty significant declines in the idea is we are worried on the back of meda's earnings, that all of this spend on ai infrastructure is not bringing some big boom in generative ai driven sales growth. actual software products that people use and companies make money from. this is bloomberg technology. ♪ (upbeat music) there's more to business than the business you're in. if you use data, that's the privacy business. manufacturing on...
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Jan 30, 2024
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microsoft too. there is a number of facets that are driving the microsoft growth story. read accelerating 16% topline growth this quarter. a lot of the focus will be on their generative ai pivot. how that's coming through in revenue, but also that openai partnership and what they see next for that. you have things like the activision m&a which is playing in, too. very complex story for microsoft and similar to google. tom: we will unpack all of that when the earnings come through later today. matt bloxham from bloomberg intelligence and the preview around the big tech earnings story. we will hear from the ceo and chairman of baker hughes lorenzo simonelli. that's at 6:40 a.m. u.k. time live from florence.but first our interview with amrita sen. founder and director of research at energy aspects, talking about the oil outlook, moments after saudi aramco announced that it would keep capacity at 12 million barrels a day on an order coming through from the ministry of energy not moving that higher to 13
microsoft too. there is a number of facets that are driving the microsoft growth story. read accelerating 16% topline growth this quarter. a lot of the focus will be on their generative ai pivot. how that's coming through in revenue, but also that openai partnership and what they see next for that. you have things like the activision m&a which is playing in, too. very complex story for microsoft and similar to google. tom: we will unpack all of that when the earnings come through later...
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Apr 25, 2024
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to microsoft partnership but with openai, the creator of chat gbd. and together, they should go some way through restoring confidence in the tech sector which was shaken wednesday after meda's stock fell after its earnings report and the market was rattled by slowing us gdp and stubborn inflation. let's stay in the us where the latest data show its economy grew at its slowest pace in nearly two years in the first three months of the year. traditional demand is what led to the lower forecast. let's stay in the us where 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. investors are now trimming their expectations that the federal reserve will cut rates before september. as we've been reporting on newsday, us secretary of state is meeting chinese officials on a three—day trip. tensions over economic ties have been a flash point between washington and beijing. antony
to microsoft partnership but with openai, the creator of chat gbd. and together, they should go some way through restoring confidence in the tech sector which was shaken wednesday after meda's stock fell after its earnings report and the market was rattled by slowing us gdp and stubborn inflation. let's stay in the us where the latest data show its economy grew at its slowest pace in nearly two years in the first three months of the year. traditional demand is what led to the lower forecast....
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Jan 31, 2024
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let's talk about microsoft first. the detail we got, the 6% increase in revenue because of ai, was it just because they could not pay it forward for this coming quarter that disappointed? guest: i don't necessarily think so. these stocks were up substantially your to date, up over 8%. microsoft was up or near up 70% on a nearly 12 month basis. expectations were high going into this quarter. for microsoft, they were able to quantify the impact of ai on the growth of cloud unlike alphabet or google. which i think is part of the differential in terms of why the stocks are behaving as they are. caroline: alphabet, less detail on what contribution ai will have particularly on search. what about the capital expenditure, investment to bring about the ai prowess? is it too much? guest: it is what is needed. nvidia has talked about the pricing of their chips in both alphabet -- and both alphabet and microsoft have talked about capex increasing substantially in 2024. that will be an extra spend by both of these into data center
let's talk about microsoft first. the detail we got, the 6% increase in revenue because of ai, was it just because they could not pay it forward for this coming quarter that disappointed? guest: i don't necessarily think so. these stocks were up substantially your to date, up over 8%. microsoft was up or near up 70% on a nearly 12 month basis. expectations were high going into this quarter. for microsoft, they were able to quantify the impact of ai on the growth of cloud unlike alphabet or...
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Mar 1, 2024
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microsoft can be a proxy for investor sentiment toward openai because microsoft owns 49% of the for-profit side of openai. we have our top story coming but shares are softer. it is important to what we are about to discuss. caroline: talking about elon musk, how he is suing openai & altman alleging they violated the -- and sam altman alleging that by the start of -- startup's mission. it states the company's close relationship with microsoft has undermined its mission of creating open source technology that would not be subject to corporate biology/corporate priorities. -- to corporate priorities. he is not the only one who said this, keifer lee told me he thinks openai should be rebranded closed ai. he is one of the most vocal critics having been any regional founder and donor. >> and making points elon musk has been making for months. he has been complaining i put a lot of money into this, $44 million over the first few years. it was partly my idea, you recruited these people on the strength of my personality and the promise was this was going to be an open source for the benefit of huma
microsoft can be a proxy for investor sentiment toward openai because microsoft owns 49% of the for-profit side of openai. we have our top story coming but shares are softer. it is important to what we are about to discuss. caroline: talking about elon musk, how he is suing openai & altman alleging they violated the -- and sam altman alleging that by the start of -- startup's mission. it states the company's close relationship with microsoft has undermined its mission of creating open...
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Feb 8, 2024
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i look at google and microsoft a bit -- i try to pair trade them and talk about both, and microsoft is in rarefied air right now. microsoft's revenue is mostly subscription. like, almost all of it. and in google, they talked in this call about 15% or so of their revenue being subscription. so, the light bulb's come on here and they say, you know, we have to get our subscription revenue going like apple, rerated with that, maybe obviously microsoft's already rerated. so, that would be something that this announcement is aimed at revving up, the subscription revenue is key to rerating this multiple. and they got to get that recurring revenue up. >> so, how is this a first step in terms of the packaging of, you know, you get access to this chat bot, to the a.i. product, you also get free storage. how does this bring people into, you know, spending more on subscription services from google? >> well, that's one of the advantages apple has with its ecosystem, that when you are in the ios ecosystem, you buy apple services. android, it's a little forked, it's a little fragmented. it's not as o
i look at google and microsoft a bit -- i try to pair trade them and talk about both, and microsoft is in rarefied air right now. microsoft's revenue is mostly subscription. like, almost all of it. and in google, they talked in this call about 15% or so of their revenue being subscription. so, the light bulb's come on here and they say, you know, we have to get our subscription revenue going like apple, rerated with that, maybe obviously microsoft's already rerated. so, that would be something...
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May 29, 2024
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it's microsoft versus google. since last november when the openai drama broke out, microsoft has been slow to monttize it's co-pilot, raising the question of this pwc deal. would openai represent more competition ahead and are some of those reputational risks having an impact on microsoft? because it is openai's biggest backer. >> that chart is great, deidre, because in that moment, if you rewind the clock, we would have thought microsoft is going to well outperform google and they trailed them. google has done twice as well. do we know more about -- i wish that i could get more tangible, you know, visuals of what it's like using the openai product versus co-pilot. this is what this is all now going to come down to, isn't it? >> it is. i think maybe different use cases. in the deal with pwc, pwc is using chatgbt to create they ca pwc. and they will also resell it. so you are essentially getting the same a algorithms and same apis from microsoft and open a iflt. because openai is the foundational model behind micro
it's microsoft versus google. since last november when the openai drama broke out, microsoft has been slow to monttize it's co-pilot, raising the question of this pwc deal. would openai represent more competition ahead and are some of those reputational risks having an impact on microsoft? because it is openai's biggest backer. >> that chart is great, deidre, because in that moment, if you rewind the clock, we would have thought microsoft is going to well outperform google and they...
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May 8, 2024
05/24
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at microsoft's i new a.i. data center here in racine. that's not all. in addition, microsoft if is continuing the pipeline, going to high schools and nearby mount mess santa to train high school students -- pleasant -- for jobs in the future. as the boss pointed out, it's going to create 100,000 jobs over time. it's all part of microsoft's broad plan to build an artificial ecosystem -- artificial intelligence ecosystem right here in racine. and it's going to be transformative not just here, but worldwide. not only significant investment in infrastructure in re seen, but for the people of racine. mite -- it means folks are getting trained in new high paying, high skilled jobs that don't require a 4-year college degree, don't require you to leave are home. you know, where i come from, that a really matters. i know what it's like when your parents have to move the family in search of work because there's no jobs. what it does to the family's dignity. my e wife jill teaches full time at a community college and cares a lot about as well. last year she announ
at microsoft's i new a.i. data center here in racine. that's not all. in addition, microsoft if is continuing the pipeline, going to high schools and nearby mount mess santa to train high school students -- pleasant -- for jobs in the future. as the boss pointed out, it's going to create 100,000 jobs over time. it's all part of microsoft's broad plan to build an artificial ecosystem -- artificial intelligence ecosystem right here in racine. and it's going to be transformative not just here, but...
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Feb 15, 2024
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this year, alphabet is basically flat, why microsoft is up over 8%. there's more reason to believe the tech giant is losing ground in the a.i. race. reports today that openai is developing a web search product in conjunction with microsoft's bing engine that could rival google. even apple is making strides, with bloomberg reporting the company is planning to launch a competitor to microsoft's github co-pilot. so, what does alphabet have to do to convince us that it is a true a.i. play? and i know that we're going to say, the performance of alphabet versus microsoft are virtually neck to neck, but there seems to be a growing disparity as sort of the people play around with sort of the a.i. offerings and start to digest how these are going to be taking unben up by consumers. >> i probably said, i don't think google has been that bad. it's outperformed the nasdaq a bit. it's been kind of dead money for six months, relative to the other big fellas in there, so -- i guess the question is, does google need to prove their prowess in a.i., or is it that micro
this year, alphabet is basically flat, why microsoft is up over 8%. there's more reason to believe the tech giant is losing ground in the a.i. race. reports today that openai is developing a web search product in conjunction with microsoft's bing engine that could rival google. even apple is making strides, with bloomberg reporting the company is planning to launch a competitor to microsoft's github co-pilot. so, what does alphabet have to do to convince us that it is a true a.i. play? and i...
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Jan 31, 2024
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microsoft was up 65%. you have to bear that in mind before you look at the premarket price action and consider the numbers of yesterday. annmarie: i cannot agree more. the bar was incredibly high. we were asking yesterday is the bar high. the answer is absolutely. people want more. these earnings were not bad. microsoft's net income rose to the strongest quarterly expansion going back two years. google talking about real expansion in advertising revenues. but it was not enough and it came in slightly disappointing on the google site. the same story terms of projections for some of the ai outlook and chips related to that. this is about high expectations and unrealistic expectations not being met. jonathan: you mentioned microsoft. the strongest revenue cut since 2022. services sales gaining 30%. that is decent growth. annmarie: this is on the hopes and dreams of artificial intelligence. here's the key question. how quickly do investors need to see the ai monetized? right now it is driving a lot of demand w
microsoft was up 65%. you have to bear that in mind before you look at the premarket price action and consider the numbers of yesterday. annmarie: i cannot agree more. the bar was incredibly high. we were asking yesterday is the bar high. the answer is absolutely. people want more. these earnings were not bad. microsoft's net income rose to the strongest quarterly expansion going back two years. google talking about real expansion in advertising revenues. but it was not enough and it came in...
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Apr 24, 2024
04/24
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we've forgotten his first chapter at microsoft, the antitrust trials in the late 90, the late 1990s. it was at the height of this pr crisis. he was one of the most reviled public figures on earth. people were throwing pies in his the simpsons was ridiculing him. in this moment of public crisis, he becomes a great philanthropist. very quickly. he goes from greedy to generous, from cold hearted to kind hearted. of course, bill has not really changed, and the way he runs the gates foundation is indistinguishable from the way ran microsoft. it's about exercising. it's about taking control control and it's easy to say, well, gates is an anti democratic figure, but he's giving the gates foundation at this point is giving away close to $80 billion. all of that money has to be helping people. right. and of course, the gates foundation's is helping people through a narrow at times in places it might even be lives. it is saving lives. the gates foundation is putting lots of money into vaccine procurement and distribute vaccines in arms save lives. but that's not the whole story story. on net,
we've forgotten his first chapter at microsoft, the antitrust trials in the late 90, the late 1990s. it was at the height of this pr crisis. he was one of the most reviled public figures on earth. people were throwing pies in his the simpsons was ridiculing him. in this moment of public crisis, he becomes a great philanthropist. very quickly. he goes from greedy to generous, from cold hearted to kind hearted. of course, bill has not really changed, and the way he runs the gates foundation is...
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Mar 19, 2024
03/24
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you asked me about microsoft, but my mind is on alphabet. >> fair. >> microsoft is in the pole position with a.i. for the last several weeks, even several quarters, google and alphabet have been looked at as the second place runners right now. however, with the news about apple potentially partnering with alphabet on search, that seems to be turning around. so there's this pole position race going on between microsoft and alphabet. i don't really like somebody from deepmind went over to microsoft. i own both of them. i'm comfortable with both of them. >>> up next our "calls on the day." we have ownership and how the committee is playing the names coming up. "halftime" is back in just two minutes. and more. thank you very much. [applause] ask, "now what?" here's what. you go with prudential to protect, empower and grow. with everything you need to deliver, you guessed it... more. one more thing... who's your rock? learn more at prudential.com meet ron. ron eats, sleeps and breathes hoops. and there's not a no look pass, double double, or buzzer beater he won't wax poetic on. ad nauseam.
you asked me about microsoft, but my mind is on alphabet. >> fair. >> microsoft is in the pole position with a.i. for the last several weeks, even several quarters, google and alphabet have been looked at as the second place runners right now. however, with the news about apple potentially partnering with alphabet on search, that seems to be turning around. so there's this pole position race going on between microsoft and alphabet. i don't really like somebody from deepmind went...
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May 13, 2024
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microsoft's azure cloud. if apple is going to have a deal with openai, it will benefit azure growth because of the a.i. activity microsoft could be a quiet beneficiary there. >> what is the highlight, steve, out of the developer conferences? what is the one thing you are watching with regard to the a.i. announcements? >> the idea of what they call agents, dom. the supercharged assistants. we have used siri and alexa. i don't have to tell you what is wrong with the assistants. you can be more conversational the with them and you can do more things without tapping around the app this is the beginning of the journey of a.i. agents we will get the vision from the major players. >> sifi today. thank you, steve >>> coming up on the show, the earnings spotlights set to shine on the retail sector with home depot and walmart due this week. the numbers you need to watch and what ireals out veabt the american consumer. we're back after this. oh no, a rash. maybe it'll go away. awww, how am i going to find a doctor i'll
microsoft's azure cloud. if apple is going to have a deal with openai, it will benefit azure growth because of the a.i. activity microsoft could be a quiet beneficiary there. >> what is the highlight, steve, out of the developer conferences? what is the one thing you are watching with regard to the a.i. announcements? >> the idea of what they call agents, dom. the supercharged assistants. we have used siri and alexa. i don't have to tell you what is wrong with the assistants. you...
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Feb 21, 2024
02/24
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it’s but why are microsoft doing it? it's an but why are microsoft doing it? it�*s an interesting change in strategy i think for microsoft and their xbox, gaming platform, in general. historically microsoft have had the xbox ecosystem that people can buy and play games on the xbox hardware but also on microsoft pc is of course but it seems like this change in strategy is looking to take games everywhere, anywhere you can play games, whether that is on your phone or via the cloud or even on competitive platforms such as nintendo and the sony playstation. is this an admission of defeat that the xbox console which will presumably lose sales because people do not have to own it to get certain games will suffer and may be also a boost for their future revenues from software and now they have bought the big game studio acquisition of activation? == the big game studio acquisition of activation? .. the big game studio acquisition of activation? ., ~ . , ., activation? -- of activision. admission _ activation? -- of activision. admission of _ activation? -- of activ
it’s but why are microsoft doing it? it's an but why are microsoft doing it? it�*s an interesting change in strategy i think for microsoft and their xbox, gaming platform, in general. historically microsoft have had the xbox ecosystem that people can buy and play games on the xbox hardware but also on microsoft pc is of course but it seems like this change in strategy is looking to take games everywhere, anywhere you can play games, whether that is on your phone or via the cloud or even on...
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Feb 2, 2024
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or microsoft -- aws or microsoft, you are going to get market growth for years to come. apple has a lot to explain for how do they get to the seven or 8% growth. i think it's going to be a challenge at least for this year and next year. >> the market braces for another revenue decline in their fiscal second quarter. going back to what we were seeing all of last year. any exuberance about this new ar reality? >> no. not about that. you uttered the magic word. they are going to talk about launching some new tools sometime in the second half of this year. i think that is a wildcard that will basically prove me wrong. if they are able to come up with certain things that could make productivity higher, you don't need to download an app. for that, maybe you need to go to the iphone 16 or the next version of the iphone that may have some capability and that can drive the first cycle of iphone that we are all rating for. ed: keeping it real very thank you very much friday. coming up, my exclusive conversation with invidious -- nvidia's ceo, jensen huang. this is "bloomberg techn
or microsoft -- aws or microsoft, you are going to get market growth for years to come. apple has a lot to explain for how do they get to the seven or 8% growth. i think it's going to be a challenge at least for this year and next year. >> the market braces for another revenue decline in their fiscal second quarter. going back to what we were seeing all of last year. any exuberance about this new ar reality? >> no. not about that. you uttered the magic word. they are going to talk...
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Feb 20, 2024
02/24
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we've forgotten his first chapter at microsoft, the antitrust trials in the late 90, the late 1990s. it was at the height of this pr crisis. he was one of the most reviled public figures on earth. people were throwing pies in his the simpsons was ridiculing him. in this moment of public crisis, he becomes a great philanthropist. very quickly. he goes from greedy to generous, from cold hearted to kind hearted. of course, bill has not really changed, and the way he runs the gates foundation is indistinguishable from the way ran microsoft. it's about exercising. it's about taking control control and it's easy to say, well, gates is an anti democratic figure, but he's giving the gates foundation at this point is giving away close to $80 billion. all of that money has to be helping people. right. and of course, the gates foundation's is helping people through a narrow at times in places it might even be lives. it is saving lives. the gates foundation is putting lots of money into vaccine procurement and distribute vaccines in arms save lives. but that's not the whole story story. on net,
we've forgotten his first chapter at microsoft, the antitrust trials in the late 90, the late 1990s. it was at the height of this pr crisis. he was one of the most reviled public figures on earth. people were throwing pies in his the simpsons was ridiculing him. in this moment of public crisis, he becomes a great philanthropist. very quickly. he goes from greedy to generous, from cold hearted to kind hearted. of course, bill has not really changed, and the way he runs the gates foundation is...
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Jan 31, 2024
01/24
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microsoft versus alphabet, when you look at the two stories, it's clear microsoft is given the ai premium over alphabet at this point. >> i do want to point out and remind viewers, advertising revenue was up from a year ago. cloud revenue was up 26% from a year ago as well. the growth figures are still coming in in double-digit territories, but yesterday's numbers were so lofty. great. what's next? amazon? >> for sure. >> all right. we'll circle back with you tomorrow. >>> in the meantime let's talk a look at how european markets are faring. it's been a really busy day in terms of earnings. we started off the show about the price action we've seen with novartis, one of the worst performing stocks. the stoxx 600 down 4.6%. charlotte is over in copenhagen speaking to the pharma company novo nordisk. it's up 1%. a new record high. a focus on the fed meeting coming up later on today. that's it for our show. i'm joumanna bercetche. nt.e"s mi exchang icong upex i knew there would be a lot of orders to fill and i wanted them to ship out fast that's why i chose shipstation shipstation helps manag
microsoft versus alphabet, when you look at the two stories, it's clear microsoft is given the ai premium over alphabet at this point. >> i do want to point out and remind viewers, advertising revenue was up from a year ago. cloud revenue was up 26% from a year ago as well. the growth figures are still coming in in double-digit territories, but yesterday's numbers were so lofty. great. what's next? amazon? >> for sure. >> all right. we'll circle back with you tomorrow....
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Jan 22, 2024
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>> microsoft. >> you would buy microsoft? >> most people think that way. >> it should be apple. >> the interesting thing with the regulatory stuff, apple is about to get hit where microsoft was 20 years ago and they will have to go through the slog. it is interesting to see microsoft back at the top again and leading the innovation wave and apple is heading into it. >> there is a $1 trillion valuation in microsoft that is a.i. >> waiting to be unlocked. >> yes. it has to be unlocked to get to that value. i think there is almost no a.i. valuation built into apple at all. >> fair point. >> what is the issue for apple? a gag gadget maker? >> so much more than a gadget maker. the services and ecosystem. >> at the core of it. >> my son thinks so. >> it will get more dynamic with the a.i. tools they are selling. they are selling it to consumers. they opened it up. they are the only ones doing it. >> i can't sell it for 20 years. what will i buy with it? there's not a lot i'm going to be doing. >> where will you be in 20 years? >> i
>> microsoft. >> you would buy microsoft? >> most people think that way. >> it should be apple. >> the interesting thing with the regulatory stuff, apple is about to get hit where microsoft was 20 years ago and they will have to go through the slog. it is interesting to see microsoft back at the top again and leading the innovation wave and apple is heading into it. >> there is a $1 trillion valuation in microsoft that is a.i. >> waiting to be unlocked....