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May 30, 2024
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betting against benioff is like betting general luka. >> is that an issue? it is easy to say ywe're an a.i company. what are your channels telling you? >> for the use cases for salesforces 12 to 16 months out. right now, it is about microsoft and godfather. i believe this is the story. this is a speed bump on the autobahn toward a.i. >> i'm looking right now. service is down 4% in the pre-market. s&p was down 3% or 4% in the pre-market. the whole sector is getting hit. is there demand for enterprise software with so much money in a.i.? >> you nailed it. it is a choppy environment because a.i. is sucking up budgets. for my view, service now, we're talking gold standard. >> alphabet looking to buy hub spot which is kind of a salesforce competitor. salesforce is so big being a legacy tech company. is competitionrising as more companies look to access a.i.? we talk about platform. >> it is a "game of thrones." you will see massive consolidation. if you look at alphabet, it will happen as well. we are talking $1 trillion of spend. >> dan ives, what is this? velve
betting against benioff is like betting general luka. >> is that an issue? it is easy to say ywe're an a.i company. what are your channels telling you? >> for the use cases for salesforces 12 to 16 months out. right now, it is about microsoft and godfather. i believe this is the story. this is a speed bump on the autobahn toward a.i. >> i'm looking right now. service is down 4% in the pre-market. s&p was down 3% or 4% in the pre-market. the whole sector is getting hit. is...
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he has now passed the baton off to benioff. the auction ends on may 10th and the starting bid is $25,000. a little rich. >> oh, it's an expensive meal. >> yeah, this long to get put on the shelf like a porcelain doll. if you have postmenopausal osteoporosis and are at high risk for fracture, you can build new bone with evenity®. ask your doctor if you can do more than just slowing down bone loss with evenity®. want stronger bones? then build new bone; evenity® can help in just 12 months. evenity® is proven to reduce spine fracture risk by 73%. evenity® can increase risk of heart attack, stroke, or death from a cardiovascular problem. do not take evenity® if you have low blood calcium, or are allergic to it. serious allergic reactions and low blood calcium have occurred. tell your doctor about jaw bone problems, as they have been reported with evenity®. or about pain in your hip, groin, or thigh, as unusual thigh bone fractures have occurred. don't let a break put you on a shelf. talk to your doctor about building new bon
he has now passed the baton off to benioff. the auction ends on may 10th and the starting bid is $25,000. a little rich. >> oh, it's an expensive meal. >> yeah, this long to get put on the shelf like a porcelain doll. if you have postmenopausal osteoporosis and are at high risk for fracture, you can build new bone with evenity®. ask your doctor if you can do more than just slowing down bone loss with evenity®. want stronger bones? then build new bone; evenity® can help in just 12...
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thanks to the hard work and generosity of staff and volunteers at ucsf benioff children's hospitals, abc7 news reporter suzanne fawn has a look at the magical evening. >> i'm very excited, actually. >> the decorations, the desserts, the dancing. oh, and don't forget all the pictures. it's all part of prom. something that so many teens look forward to. tsay ucsf benioff children's hospitals in san francisco and oakland have been transformed into a special place for some special teens, many of them dealing with serious medical conditions. >> i was a patient here. i was here for just over five months and was going through a lot of care and learning how to manage all the chronic conditions that i have on this friday night, patients and former patients have put those health concerns aside. >> some of them get a little extra attention thanks to community donations and volunteers. >> they get to pick out a dress. they get to have their makeup done, their hair done before they come down and enjoy prom. >> they get to take it all in. you remember how nervous you were about prom? remember how
thanks to the hard work and generosity of staff and volunteers at ucsf benioff children's hospitals, abc7 news reporter suzanne fawn has a look at the magical evening. >> i'm very excited, actually. >> the decorations, the desserts, the dancing. oh, and don't forget all the pictures. it's all part of prom. something that so many teens look forward to. tsay ucsf benioff children's hospitals in san francisco and oakland have been transformed into a special place for some special...
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May 8, 2024
05/24
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. >> ucsf benioff children's hospital is gearing up to raise money to support the children and their families they care for. the 15th annual notes and words event takes place saturday night at the fox theater in oakland. ktvu cristina rendon is emceeing that event and has more. >> it's one of the most exciting charity events for ucsf benioff children's hospitals, notes and words a night of performances by musicians and writers. aaron hickey is vice chancellor of development and alumni relations at ucsf. >> our team actually puts on the event, works with our friends, supporters, our incredible volunteers that dedicate their time, resources and ingenuity to making this all happen. >> hickey says all of the money raised goes directly to support the more than 250 children receiving care at benioff children's hospitals, ranging in age from newborns to teenagers. aside from the clinical care, they focus on a child and family's emotional and social well-being. the public's donations help cover the cost of things not covered by insurance, family support services is additional equipment that
. >> ucsf benioff children's hospital is gearing up to raise money to support the children and their families they care for. the 15th annual notes and words event takes place saturday night at the fox theater in oakland. ktvu cristina rendon is emceeing that event and has more. >> it's one of the most exciting charity events for ucsf benioff children's hospitals, notes and words a night of performances by musicians and writers. aaron hickey is vice chancellor of development and...
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thanks to the hard work and generosity of staff and volunteers at ucsf benioff children's hospitals, abc7 news reporter suzanne fawn has a look at the magical evening. >> i'm very excited, actually. >> the decorations, the desserts, the dancing. oh, and don't forget all the pictures. it's all part of prom. something that so many teens look forward to. tsay ucsf benioff children's hospitals in san francisco and oakland have been transformed into a special place for some special teens, many of them dealing with serious medical conditions. >> i was a patient here. i was here for just over five months and was going through a lot of care and learning how to manage all the chronic conditions that i have on this friday night, patients and former patients have put those health concerns aside. >> some of them get a little extra attention thanks to community donations and volunteers. >> they get to pick out a dress. they get to have their makeup done, their hair done before they come down and enjoy prom. >> they get to take it all in. you remember how nervous you were about prom? remember how
thanks to the hard work and generosity of staff and volunteers at ucsf benioff children's hospitals, abc7 news reporter suzanne fawn has a look at the magical evening. >> i'm very excited, actually. >> the decorations, the desserts, the dancing. oh, and don't forget all the pictures. it's all part of prom. something that so many teens look forward to. tsay ucsf benioff children's hospitals in san francisco and oakland have been transformed into a special place for some special...
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May 8, 2024
05/24
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the special event being held to raise money for ucsf benioff children's hospital and the bay area weather. >> here's our live camera looking out toward the golden gate bridge, completely in the clear and a bit of a warm up. over the n t uple o da ♪ (ominous music) ♪ come on. what can i do to help you? dad: come on buddy. headphones. what! dad: hey! dad: ok all right. what do you wanna do? i said i don't wanna talk about it! dad: trey! what are you doin'? ♪ (ominous music) ♪ ♪ (ominous music) ♪ it's ok. 2:00 in the morning. the artists security guard was shot in the incident. he's now in the hospital in critical condition. no word on whether drake was there at the time. police also haven't said what led to the shooting. in recent weeks, drake and kendrick lamar have been involved in a rap feud. toronto investigators say right now it's too early to say whether that feud is related to the shooting. >> ucsf benioff children's hospitals is gearing up to raise money to support the children and their families they care for. the 15th annual notes and words event takes place saturday n
the special event being held to raise money for ucsf benioff children's hospital and the bay area weather. >> here's our live camera looking out toward the golden gate bridge, completely in the clear and a bit of a warm up. over the n t uple o da ♪ (ominous music) ♪ come on. what can i do to help you? dad: come on buddy. headphones. what! dad: hey! dad: ok all right. what do you wanna do? i said i don't wanna talk about it! dad: trey! what are you doin'? ♪ (ominous music) ♪ ♪...
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May 30, 2024
05/24
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marc benioff is focused on the fundamentals. >> you can see the incredible growth this quarter is amazing. these are cash flow numbers we have never seen before. >>> european equities recovering somewhat while bond yields and dollar retreat and u.s. futures point to more selling on wall street as the nasdaq comes off its worst day of the month. >>> nestle ceo mark schneider considering weight loss drugs could damage the food industry in the interview with cnbc. >> it trends don't go away. they are shifting. before, during and after glp therapy, consumers still have needs. >>> golden goose aiming for a june debut aiming for a valuation of more than $3 billion. ♪ >>> good morning, everyone. we have a very busy show for you. let's kick off with the european equities markets. they have been online for roughly one hour. what we are seeing are signs of stabilization after a couple of days of equities. the stoxx 600 is bouncing back modestly to the tune of 0.2%. remember, the big story of the markets over the last couple days is the big selling pressure in the bond markets. we saw those weak a
marc benioff is focused on the fundamentals. >> you can see the incredible growth this quarter is amazing. these are cash flow numbers we have never seen before. >>> european equities recovering somewhat while bond yields and dollar retreat and u.s. futures point to more selling on wall street as the nasdaq comes off its worst day of the month. >>> nestle ceo mark schneider considering weight loss drugs could damage the food industry in the interview with cnbc. >>...
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May 4, 2024
05/24
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. >> say cheese a night to make milestone memories for young patients at benioff children's hospital oakland. this is the 2024 prom. >> i'm 20 years old. my senior prom. i did not get to attend because i was in the hospital and i was really upset. >> janiya smith tells me she suffers from sickle cell anemia. she has been in and out of the hospital during the past year, coping with the disease that gives her chronic pain. it's honestly a wonderful feeling, like i just love getting dressed, getting all dolled up. >> it helps me especially like it's a good distraction for when you're in pain to like when you look better. you also feel better. >> the event is more than a prom professional stylist volunteered their talents to perform makeup magic from patient to princess, out of their hospital beds and into a pop up salon. >> it's a lot less stressful, like down here with like, a bunch of just people who aren't all like doctors. and also it's like i'm going to be able to hang out with other people who are here. >> patients say the pain and fear that comes with coping with their conditions
. >> say cheese a night to make milestone memories for young patients at benioff children's hospital oakland. this is the 2024 prom. >> i'm 20 years old. my senior prom. i did not get to attend because i was in the hospital and i was really upset. >> janiya smith tells me she suffers from sickle cell anemia. she has been in and out of the hospital during the past year, coping with the disease that gives her chronic pain. it's honestly a wonderful feeling, like i just love...
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benioff children's hospitals. abc7 news reporter suzanne fan has a look at the magical prom night. >> i'm very excited, actually. >> the decorations, the desserts, the dancing. oh, and don't forget all the pictures. it's all part of prom. something that so many teens look forward to and see ucsf benioff children's hospitals in san francisco and oakland have been transformed into a special place for some special teens, many of them dealing with serious medical conditions. >> i was a patient here. i was here for just over five months and was going through a lot of care and learning how to manage all the chronic conditions that i have. on this friday night, patients and former patients have put those health concerns aside. >> some of them get a little extra attention thanks to community donations and volunteers. >> they get to pick out a dress. they get to have their makeup done, their hair done before they come down and enjoy prom. >> they get to take it all in. you remember how nervous you were about prom. remember
benioff children's hospitals. abc7 news reporter suzanne fan has a look at the magical prom night. >> i'm very excited, actually. >> the decorations, the desserts, the dancing. oh, and don't forget all the pictures. it's all part of prom. something that so many teens look forward to and see ucsf benioff children's hospitals in san francisco and oakland have been transformed into a special place for some special teens, many of them dealing with serious medical conditions. >> i...
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May 17, 2024
05/24
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caroline: fighting talk from marc benioff. as if we expect anything less. ai working group finally released the roadmap this week. it is getting mixed reaction from several groups who fears industry is playing an outsize role. the president of technet. linda, i imagine thus far what is being said, the 30 $2 million of investment and the focus on innovation is music to your ears but are you listening to the civil side of the situation? they feel the guardrails aren't coming soon enough. linda: they were involved in the ai insight forms held in the u.s. senate and i'm sure their voices will be heard through the process. one thing they need to understand is last summer, these ai companies in america made voluntary commitments with the white house to secure systems and mitigate bias. all the risks that could be anticipated. they went beyond that to make their own internal evaluations on all the risk mitigation. this will go through a committee process in the senate and the house. everyone's voice will be heard including civil society. the tech companies in the
caroline: fighting talk from marc benioff. as if we expect anything less. ai working group finally released the roadmap this week. it is getting mixed reaction from several groups who fears industry is playing an outsize role. the president of technet. linda, i imagine thus far what is being said, the 30 $2 million of investment and the focus on innovation is music to your ears but are you listening to the civil side of the situation? they feel the guardrails aren't coming soon enough. linda:...
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the event is made possible by staff and volunteers at ucsf benioff children's hospitals. abc seven news reporter suzanne fan has a look at the magical prom night. >> i'm very excited, actually. >> the decorations, the desserts, the dancing. oh and don't forget all the pictures. it's all part of prom. something that so many teens look forward to and see ucsf benioff children's hospitals in san francisco and oakland have been transformed into a special place for some special teens, many of them dealing with serious medical conditions. >> i was a patient here. i was here for just over five months and was going through a lot of care and learning how to manage all the chronic conditions that i have. >> on this friday night, patients and former patients have put those health concerns aside. some of them get a little extra attention thanks to community donations and volunteers. >> they get to pick out a dress. they get to have their makeup done, their hair done before they come down and enjoy prom. >> they get to take it all in. you remember how nervous you were about prom? reme
the event is made possible by staff and volunteers at ucsf benioff children's hospitals. abc seven news reporter suzanne fan has a look at the magical prom night. >> i'm very excited, actually. >> the decorations, the desserts, the dancing. oh and don't forget all the pictures. it's all part of prom. something that so many teens look forward to and see ucsf benioff children's hospitals in san francisco and oakland have been transformed into a special place for some special teens,...
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May 8, 2024
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the proceeds will all help the more than 250 children being cared for at the benioff hospitals. the children range in ages from newborns to teenagers. >> at the end of the day, we want people to feel really good about supporting the hospital, and this is a really fun way to do it. that gets some entertainment but really stays core to who we are and who we serve. >> no public donation means help pay the cost of programs not covered by health insurance, like family support services and music therapy for patients. ktvu zone cristina rendon will be the emcee. tickets are still available. you can go to ktvu.com. click on web links to get more information. times 526. the family of a911 dispatcher heartbroken after their loved one was killed by an alleged drunk driver. we'll tell you how she's being remembered this morning, and a bay area city council is pushing the state to cut ties with pg and e, while the city of richmond wants the state to replace pg and e with so thg ♪ ♪ get exceptional offers at your local audi dealer. ♪ ♪ ♪ heatin' up the kitchen ♪ ♪ we got somethi
the proceeds will all help the more than 250 children being cared for at the benioff hospitals. the children range in ages from newborns to teenagers. >> at the end of the day, we want people to feel really good about supporting the hospital, and this is a really fun way to do it. that gets some entertainment but really stays core to who we are and who we serve. >> no public donation means help pay the cost of programs not covered by health insurance, like family support services...
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May 30, 2024
05/24
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this is mark benioff, right? people love him! usually when they miss come on the call he give as mix of charm and bravado, the stock goes down a few points, next day it is up. not today. this is where it closed yesterday. this is where it is right now. this is the third worst session of salesforce.com. mark benioff couldn't talk his way out of this one. if he can't, can any talk? we see bad news as bad news for individually publicly-traded companies like the one i showed you. it is not just about earnings season. a lot of folks come on, earnings season has been great. it doesn't matter. the top line that matters. watch all the top companies missing on revenue they're paying a heavy price for it. as we wind down earnings season, the consumer looks like moving away from travel and restaurants, spending money elsewhere. a little fewer, less expensive things. here is what you look at with respect to today. this is where we opened this morning. thighs are the top gainers in the market. best buy, ross stores, dollar tree, ulta. by the
this is mark benioff, right? people love him! usually when they miss come on the call he give as mix of charm and bravado, the stock goes down a few points, next day it is up. not today. this is where it closed yesterday. this is where it is right now. this is the third worst session of salesforce.com. mark benioff couldn't talk his way out of this one. if he can't, can any talk? we see bad news as bad news for individually publicly-traded companies like the one i showed you. it is not just...
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May 30, 2024
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benioff talked about the corporate data salesforce has. he said that is what companies will leverage. the companies are already commodities and don't matter as much. it is the corporate data that is more important for the a.i. models to tap into. salesforce generates a ton of data. where do the a.i. sales come from? nowhere meaningful yet. on the call, executives talked about the data cloud which is the main a.i. product at the time. they said 25% of deals over 1 million din the quarter. no real meaningful in the quarter. that was the same stat they gave a year ago. it is not enough to talk about artificial intelligence, you have to show real sales, especially in software. >> it will take a while. >> probably next year. >> i have read a few things on it, andrew and steve and becky. anything that is really impressive, i push back. to me, it looks like an aggregate or of crap. garbage in, garbage out. doesn't do anything reasoning or intuitive. all it does is search reddit. >> we had a venture capitalist here yesterday who said the same thin
benioff talked about the corporate data salesforce has. he said that is what companies will leverage. the companies are already commodities and don't matter as much. it is the corporate data that is more important for the a.i. models to tap into. salesforce generates a ton of data. where do the a.i. sales come from? nowhere meaningful yet. on the call, executives talked about the data cloud which is the main a.i. product at the time. they said 25% of deals over 1 million din the quarter. no...
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May 8, 2024
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. >> it's one of the most exciting charity events for ucsf benioff children's hospitals. notes and words a night of performances by musicians and writers, aaron hickey is vice chancellor of development and alumni relations at ucsf. >> our team actually puts on the event, works with our friends supporters, our incredible volunteers that dedicate their time, resources and ingenuity to making this all happen, hickey says. >> all of the money raised goes directly to support the more than 250 children receiving care at benioff children's hospitals, ranging in age from newborns to teenagers. aside from the clinical care, they focus on a child and family's emotional and social well-being. the public's donations help cover the cost of things not covered by insurance, family support services, additional equipment that families might need, child life services the really important things like music therapy, which is actually a really great connection to notes and words and the importance of music in the healing process. >> but none of that is reimbursed by insurance. and we're absol
. >> it's one of the most exciting charity events for ucsf benioff children's hospitals. notes and words a night of performances by musicians and writers, aaron hickey is vice chancellor of development and alumni relations at ucsf. >> our team actually puts on the event, works with our friends supporters, our incredible volunteers that dedicate their time, resources and ingenuity to making this all happen, hickey says. >> all of the money raised goes directly to support the...
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May 29, 2024
05/24
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i'm going to thank marc benioff, ceo of salesforce. this is business. mad money will be right back. >>> coming up, want to split a burrito? cramer chats with chipotle and there is plenty on the menu next. to start a business, you need an idea. it's a pillow with a speaker in it! that's right craig. a team that's highly competent. i'm just here for the internets. at&t it's super-fast. reliable. you locked us out?! arrggghh! ahhhh! solution-oriented. [jenna screams] and most importantly... is the internet out? don't worry, we have at&t internet back-up. the next level network. i sold a pillow! ♪ ♪ [ inner monologue ] it was just a regular cybersecurity monday. that's me. i'd seen this before... or, had i? ♪ ♪ what was this ai treachery? i needed some help. good thing i knew someone... or... some-thing. [ a.i. copilot ] glad you called, j. [ a.i. copilot ] it's time for an upgrade. awesome. ♪ ♪ [ inner monologue ] my path became clear. ♪ ♪ i knew what i had to do. because they never stop. no time to waste. this isn't sci-fi. this is precisi
i'm going to thank marc benioff, ceo of salesforce. this is business. mad money will be right back. >>> coming up, want to split a burrito? cramer chats with chipotle and there is plenty on the menu next. to start a business, you need an idea. it's a pillow with a speaker in it! that's right craig. a team that's highly competent. i'm just here for the internets. at&t it's super-fast. reliable. you locked us out?! arrggghh! ahhhh! solution-oriented. [jenna screams] and most...
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May 8, 2024
05/24
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. >> there's a special benefit this saturday to support patients and their families at ucsf, benioff children's hospitals. it's the 15th annual notes and words concert at oakland's fox theater. the event features live music from different genres and storytelling from writers including a pulitzer prize winning columnist for the new york times. all proceeds go to help the more than 250 children, newborns to teenagers receiving care at benioff hospitals. >> you know, at the end of the day, we want people to feel really good about supporting the hospital, and this is a really fun way to do it. that gets some entertainment but really stays core to who we are and who we serve. >> public donations help cover the cost of programs not covered by health insurance, such as family support services and music therapy for patients. our own cristina rendon is emceeing this year. tickets are still available. head to ktvu.com and click on web links for more information. >> workers across industries are using ai now more than ever. new research from microsoft and linkedin found 75% of workers use ai at
. >> there's a special benefit this saturday to support patients and their families at ucsf, benioff children's hospitals. it's the 15th annual notes and words concert at oakland's fox theater. the event features live music from different genres and storytelling from writers including a pulitzer prize winning columnist for the new york times. all proceeds go to help the more than 250 children, newborns to teenagers receiving care at benioff hospitals. >> you know, at the end of the...
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May 22, 2024
05/24
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KPIX
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data analysis say they looked at data from the benioff children's hospital in oakland between 2017 and 2020. the used climate data to find heat waves based off the patient's zip codes. let's check in with paul right now. i know we're about to enter summer, the unofficial start of summer. looks like it will come in this year? >> it could ease into the warmer temperatures. >> i'm okay with that. we had a couple of warm spells, but no heat waves at this point. >> knock on wood. >> it's coming though further down the line. the longer we could hang out, the better off we all are. all the really active stuff has been happening elsewhere in the country where we will start with another severe thunderstorm outbreak moving through the upper midwest. just an exceptional severe weather season, and that will continue again today. there is a mature storm system that is moving through the upper midwest, spreading all sorts of thunderstorms through minnesota and iowa and down through missouri and oklahoma. all the cloud cover is pushing to the east. but as far as you could see them driving it when we
data analysis say they looked at data from the benioff children's hospital in oakland between 2017 and 2020. the used climate data to find heat waves based off the patient's zip codes. let's check in with paul right now. i know we're about to enter summer, the unofficial start of summer. looks like it will come in this year? >> it could ease into the warmer temperatures. >> i'm okay with that. we had a couple of warm spells, but no heat waves at this point. >> knock on wood....
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May 16, 2024
05/24
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ed: henry chang will speak with benioff i wonder if it comes up? put that aside. competition is not new. is that salaries, stock? >> part of it is there has been disruption at salesforce. they had big layoffs a year ago. sales people got laid off over there and they said we need more sales people their experience. it was that the executive level two. service now chief officer came from salesforce. there are pretty aggressive offers happening here across the board. it's interesting to see what this new infusion of talent does for them they may have grown their headcount by 3000 and most companies have cut by that amount. caroline: i love bill patterson is giving you the quote that imitation is the buzz form of flattery. >> the largest company does someone it and got engage in this sort of thing. caroline: we will see how they handle some of those questions. great writing, great explaining. love having you on. that does her for this edition of bloomberg technology. ed: check out the pod. you know exactly where to find it. one day left in this fantastic week. keep it
ed: henry chang will speak with benioff i wonder if it comes up? put that aside. competition is not new. is that salaries, stock? >> part of it is there has been disruption at salesforce. they had big layoffs a year ago. sales people got laid off over there and they said we need more sales people their experience. it was that the executive level two. service now chief officer came from salesforce. there are pretty aggressive offers happening here across the board. it's interesting to see...
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May 16, 2024
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join us when we speak with marc benioff later today at 4:00 p.m.. katie: we are looking at the impact of bidens chinese tears. david westin spoke with elizabeth krear, >> all competition needs to be taken seriously. they want choices technology and value. it is now affected consumer demand. competition is expected to continue to increase with 10 more evs hitting at the market. suv and truck sales make up 80% of the u.s. market in contrast small cars make up less than 1% of the u.s. market. the $11,000 china seco would be in this the chevrolet volt during its peak sold less than half a percent of industry monthly sales. i am not an expert and decision-making but they are looking for lower cost vehicles within their segments. whether low cost evs are offered by chinese brands but there is a market for. katie: within this segment they are interested in. this segment this ego listen, that's not much of a threat to u.s. automakers. elizabeth: that is a very small segment. that doesn't mean they can't rank their lust cost to other segments but when you as
join us when we speak with marc benioff later today at 4:00 p.m.. katie: we are looking at the impact of bidens chinese tears. david westin spoke with elizabeth krear, >> all competition needs to be taken seriously. they want choices technology and value. it is now affected consumer demand. competition is expected to continue to increase with 10 more evs hitting at the market. suv and truck sales make up 80% of the u.s. market in contrast small cars make up less than 1% of the u.s....
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May 30, 2024
05/24
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the earnings are not being reflected by marc benioff, optimistic -- always has been -- but he is still showing exuberance saying that they are well-positioned. how do we buy that? brodie: his framing was interesting saying that they were well-positioned for ai in the next decade. they have a lot of interesting features and products coming out . you can generate emails or marketing stuff. but that is not expected to create revenue until 2025 or 2026. here you can say that nvidia tripled earnings this year. dell is up double this year, right? a lot of the hardware names are. even azure has a boosted posting . or i can wait for these software makers like salesforce to generate revenue next year or the year after. it's too much of a wait and see story for investors want to wait. caroline: love that perspective. thank you for updating us on all things salesforce. technology on the private side, some of the competitors coming through in terms of competing with the likes of salesforce, we have the managing director at yuma crossing capital advisors. they are partnering to focus on investing i
the earnings are not being reflected by marc benioff, optimistic -- always has been -- but he is still showing exuberance saying that they are well-positioned. how do we buy that? brodie: his framing was interesting saying that they were well-positioned for ai in the next decade. they have a lot of interesting features and products coming out . you can generate emails or marketing stuff. but that is not expected to create revenue until 2025 or 2026. here you can say that nvidia tripled earnings...
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May 30, 2024
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benioff's expectation of how they can monetize the data. >> and that is what the data cloud thing is supposed to be about but no one is really buying it yet. a lot of the analysts say don't expect to see any material sales there until next year. so that is really pushing it out. right now they are dealing with a tough macro environment that they are blaming guidance miss on. >> steve, thank you very much. >> and so let's talk about tell which is a hot stock. it has doubled this year. and it is based on the same thing, ai. so is dell anai player? or do we call them a poser? >> you can choose nicer words. faker or maybe heoff exaggerating. but you mentioned dell and nvidia dell share price increased more tin the past yea. the server business had a near doubling of backlog orders last quarter. but shipments just 3.4% of total revenues. so is dell a much less levered story or an ai faker? there is that word. i want to start with the recent stock driver. you can call it the highsmidas . the ai pc announcement helped fuel the pc refresh cycle that will be driven by ai pcs. but the dell cor
benioff's expectation of how they can monetize the data. >> and that is what the data cloud thing is supposed to be about but no one is really buying it yet. a lot of the analysts say don't expect to see any material sales there until next year. so that is really pushing it out. right now they are dealing with a tough macro environment that they are blaming guidance miss on. >> steve, thank you very much. >> and so let's talk about tell which is a hot stock. it has doubled...
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May 4, 2024
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say cheese a night to make milestone memories for young patients at benioff children's hospital, oakland. this is the 2024 prom. i'm 20 years old. >> my senior prom. i did not get to attend because i was in the hospital and i was really upset. >> janiya smith tells me she suffers from sickle cell anemia. she has been in and out of the hospital during the past year, coping with the disease that gives her chronic pain. >> it's honestly a wonderful feeling, like i just love getting dressed, getting all dolled up. it helps me especially like it's a good distraction for when you're in pain to like when you look better. you also feel better. >> the event is more than a prom. professional stylists volunteered their talents to perform makeup magic from patient to princess, out of their hospital beds and into a pop up salon. >> it's a lot less stressful, like down here with like, a bunch of just people who aren't all like doctors. and also it's like, i'm going to be able to hang out with other people who are here. >> patients say the pain and fear that comes with coping with their conditions are
say cheese a night to make milestone memories for young patients at benioff children's hospital, oakland. this is the 2024 prom. i'm 20 years old. >> my senior prom. i did not get to attend because i was in the hospital and i was really upset. >> janiya smith tells me she suffers from sickle cell anemia. she has been in and out of the hospital during the past year, coping with the disease that gives her chronic pain. >> it's honestly a wonderful feeling, like i just love...
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May 29, 2024
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marc benioff will join you this evening. you mentioned hub spot. i know the stock was up yesterday, just our very brief conversation about google's interest there and the potential for a deal and what the transaction might look like. but there is a belief that it could be a threat to salesforce that is owned by alphabet. and take me to the corner tonight. what are your expectations, especially given what you're saying about weakness? >> what is he going to guide? i think that it's -- all right, let's just go right to something that is very front and center. last night i had a really good com company, cloud. he guided down, shaded down each quarter. why? because of macro concerns. macro concerns, david, for cybersecurity, content delivery. the answer is, yes, there's people worried everywhere. take a look at what's happened to z scale. look at the tock. this is the weakest part of the economy. i'm used to it being the strongest part. >> well, it's been where a lot of the growth has happened. >> of course. when you're in private equity -- >> obviousl
marc benioff will join you this evening. you mentioned hub spot. i know the stock was up yesterday, just our very brief conversation about google's interest there and the potential for a deal and what the transaction might look like. but there is a belief that it could be a threat to salesforce that is owned by alphabet. and take me to the corner tonight. what are your expectations, especially given what you're saying about weakness? >> what is he going to guide? i think that it's -- all...
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May 12, 2024
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investor is no longer one of the prizes, but instead, the winner gets to dine with salesforce ceo marc benioff. that fetched just over $200,000. but the winning bidder also pledged to donate a total of 1.5 million. over the years, the auction has raised $53 million for glide. the 11th annual y for youth community festival was held today in crane cove park, san francisco. ymca leadership joined the mayor and city officials in kicking off the festivities. the fundraiser has traditionally been a luncheon tailored to a limited number of donors, but this year the event planners chose to, quote, break the mold and create a festival filled with games, food and fun for the entire community. the city of san francisco also celebrated the unveiling of its newest public park today. city officials were on hand for the grand opening of panorama park, which sits on top of the yerba buena island. the new public space offers 360 degree views of the city and surrounding bay areas, as well as an infinity sculpture by japanese artist hiroshi sugimoto. the park is part of an 8000 home neighborhood project on the i
investor is no longer one of the prizes, but instead, the winner gets to dine with salesforce ceo marc benioff. that fetched just over $200,000. but the winning bidder also pledged to donate a total of 1.5 million. over the years, the auction has raised $53 million for glide. the 11th annual y for youth community festival was held today in crane cove park, san francisco. ymca leadership joined the mayor and city officials in kicking off the festivities. the fundraiser has traditionally been a...
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May 29, 2024
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. >>> joining us now, marc benioff here. glad to have you on the show. seen you here many times on c nbc. always appreciate your insight. let's talk about this for a minute. we know cars are rolling computers and during the pandemic, we saw an interruption of the semiconductors and raised costs. we know how important chips are for production, but what can ai do for the automotive industry at least in the near term? are we going to see any big changes? >> there are big buckets that ai is going to have a huge impact. the first is around increased efficiency, and the second is around transformation of business operations, and when you peel back the onion on those things, it's about the improvements on customer service, the personalization of marketing and logistics. in moring you get predictive maintenance, but i think one of the other biggest opportunities on this transformation of their business operations is like the advent of digital assistance. the automotive companies have been talking about it for quite some number of years that their vehicles, now t
. >>> joining us now, marc benioff here. glad to have you on the show. seen you here many times on c nbc. always appreciate your insight. let's talk about this for a minute. we know cars are rolling computers and during the pandemic, we saw an interruption of the semiconductors and raised costs. we know how important chips are for production, but what can ai do for the automotive industry at least in the near term? are we going to see any big changes? >> there are big buckets...
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May 9, 2024
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and by acknowledging that in the technology we can automate more communication and automate um, marc benioff people forward in the process based on their answers is certain questions that's with an thing we partnered on the the other thing is about the uniqueness to better report how to to the stakeholders and hue we might be able to address drop off rates as possibly deputy chief was pointing out with the technology to xhoofts communications and the data. another thing are citywide forecasts that lie us to commissioner caminong an example is question noticed looking at the hiring process as possibly the stuart lovely was a lot of time taking up with the investing that is medical checks for the last 18 months adding vendors to the city's contract to it engage with them and accepted candidates to the vendors instead of we have been partnering with the police department to give the police department access to the contracts and see candidates can improve the timing by weeks to get appointments and move forward. the third example of an intervention deputy welch said hue to help with baufshgd aro
and by acknowledging that in the technology we can automate more communication and automate um, marc benioff people forward in the process based on their answers is certain questions that's with an thing we partnered on the the other thing is about the uniqueness to better report how to to the stakeholders and hue we might be able to address drop off rates as possibly deputy chief was pointing out with the technology to xhoofts communications and the data. another thing are citywide forecasts...
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May 30, 2024
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promise, you can speak all fluffy on it like marc benioff did on the call, but where's the monetization? so when you look at overall sales, not only is the first revenue miss since 2006, but they're forecasting their slowest ever sales growth for this current quarter, and they're shaving 330 points off the dow. so the tow is negative because of salesforce. >> a.i. is still a work in progress. look at chatgpt. not everything they come out with. >> is accurate. clients should not be with expected to say, oh, sure, we'll embrace this a.i. thing. they've still figuring it out. they're still training the machines, so i'm okay with a.i.-related revenues not growing with as fast. story stuart i've got to jump in for a second. are you going to buy it at $2321 per -- 221 for your fund? >> yes. stuart: you are? you're buying this dip? >> palo alto networks had the same issue 2-3 weeks ago. the stock was down 16%, and it's come back half that way. now it's down only 8% from where it had been, and think the same thing the will happen with salesforce. smart people say, wait a minute, it's not as a b
promise, you can speak all fluffy on it like marc benioff did on the call, but where's the monetization? so when you look at overall sales, not only is the first revenue miss since 2006, but they're forecasting their slowest ever sales growth for this current quarter, and they're shaving 330 points off the dow. so the tow is negative because of salesforce. >> a.i. is still a work in progress. look at chatgpt. not everything they come out with. >> is accurate. clients should not be...
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May 31, 2024
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ceo marc benioff also projected the slowest quarterly sales growth in the company's history. >> east bay municipal utility district is trying to get carbon neutral by 2030. new solar panels should help. the agency just unveiled 12,000 panels on 12 acres in the hills of orinda. it predicts the panels will cut energy costs by 10, or about a million bucks a year. >> we hope that this shows the way and sets an example for other large scale landowners to do the same, to think big about what they can do on climate change. >> the project's been in the works for ten years. the panels will be up and running by this summer. >> after 16 years on the run, a man convicted of rape finally found coming up at 530 how authorities were abl when you have moderate—to—severe eczema, it's okay to show off. with dupixent, show off your clearer skin and less itch. because you have plenty of reasons to show off your skin. with dupixent, the number one prescribed biologic by dermatologists and allergists, you can stay ahead of your eczema. it helps block a key source of inflammation inside the body that c
ceo marc benioff also projected the slowest quarterly sales growth in the company's history. >> east bay municipal utility district is trying to get carbon neutral by 2030. new solar panels should help. the agency just unveiled 12,000 panels on 12 acres in the hills of orinda. it predicts the panels will cut energy costs by 10, or about a million bucks a year. >> we hope that this shows the way and sets an example for other large scale landowners to do the same, to think big about...
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May 29, 2024
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commentary from marc benioff about sales and its data cloud, which it says secures customer data for its ai tools. last quarter he said a quarter of its deals under or over 1 million buy into data cloud. it's still tiny, but salesforce meanwhile has been down 12% over the last three months, scott, underperforming a lot of its peers. >> steve, all right, thank you. we'll see you in overtime. getting ready for the close here, obviously, which is why you have the clapping already starting. we'll see if the bell rings on time. get a little excited. you never know. >> yes, they sometimes jump it. meanwhile, there's a little modest bit of suspense in terms of where the s&p is right now. 52.50ish is last week's low. it was also the march 28th high. that's kind of a little bit of a test of did this little break to a marginal new high mean something? are we going to have to pull things back a little bit farther. that's your initial benchmark of are we just bouncing around this new range, or is it something, you know, a little bit worse than that? >> russell down one and a third percent today.
commentary from marc benioff about sales and its data cloud, which it says secures customer data for its ai tools. last quarter he said a quarter of its deals under or over 1 million buy into data cloud. it's still tiny, but salesforce meanwhile has been down 12% over the last three months, scott, underperforming a lot of its peers. >> steve, all right, thank you. we'll see you in overtime. getting ready for the close here, obviously, which is why you have the clapping already starting....
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May 16, 2024
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she works as a nurse at ucsf benioff children's hospital and the fetal cardiac unit. oh, that's impressive. doing great things for people as a nurse and helping others and then swimming to the fair lawn islands which is known for all the sharks. >> tough, tough. okay. so i know what dad back is. >> you looked it up? >> it kind of makes me think andi think all women out there would say the same thing. it's about back pain from carrying a baby for dads. right? [ laughter ] yeah. >> okay. >> the mother of my first son would have said, i carried this baby. you know. watch out for dad back. >> dad back. all eight pounds of that baby. >> you poor guy swinging that club. >> so hard. >>> 5:26. battling the san francisco steer where type. this new business owner destined to show why his neighborhood is the heart of the city. >>> a ride of silence honoring victims killed in crashes. >>> here's a live look outside before we head to break. good morning to all you moms and dads who have been up all night with the crying baby and dad back. ibuprofen it deep down, i knew something w
she works as a nurse at ucsf benioff children's hospital and the fetal cardiac unit. oh, that's impressive. doing great things for people as a nurse and helping others and then swimming to the fair lawn islands which is known for all the sharks. >> tough, tough. okay. so i know what dad back is. >> you looked it up? >> it kind of makes me think andi think all women out there would say the same thing. it's about back pain from carrying a baby for dads. right? [ laughter ] yeah....
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May 12, 2024
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instead, the winner gets to dine with salesforce ceo marc benioff. that fetched over $200,000. but the winning bidder also pledged to donate a total of 1.5 million. over the years, the auction has raised $53 million for glide. okay. the northern lights are expected to be back for another night tonight, and we've already seen some spectacular pictures. you're looking at a time lapse taken in maine. the bay area is contending with city lights in the fog, but that's not keeping people from the chabot space and science center. abc seven news reporter anser hassan talks with people who say the sight is magical. >> the aurora borealis is headlining for a second night over the bay area, and the crowds continue to show up. >> i think it's like magical. and you think about it from when you're a kid. you see pictures of it and you just want to see it for real. i've never seen it for real. and so i thought the opportunity was too awesome to skip. >> scott zimmerman and his family drove up from mountain view for a view from the chabot space and science center up in the hills of oakland, ho
instead, the winner gets to dine with salesforce ceo marc benioff. that fetched over $200,000. but the winning bidder also pledged to donate a total of 1.5 million. over the years, the auction has raised $53 million for glide. okay. the northern lights are expected to be back for another night tonight, and we've already seen some spectacular pictures. you're looking at a time lapse taken in maine. the bay area is contending with city lights in the fog, but that's not keeping people from the...
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May 13, 2024
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instead, the winner gets to dine with salesforce ceo marc benioff at fetched over $200,000. but the winning bidder also pledged to donate a total of 1.5 million. over the years, the auction has raised $53 million for glide, san francisco's efforts to bring historically black colleges and universities to the west coast is closer to reality. >> a new initiative called black to san francisco is offering a six week hbcu program, 40 students across more than 20 hbcus will participate in paid internships, seminars and exploring the city's rich culture. the ultimate goal is to eventually bring a hbcu satellite campus to san francisco. this pipeline program could make the city a top contender for hbcus looking to expand west, and that program starts next month. the city of san francisco is celebrating its newest public park. city officials held the grand opening of panorama park yesterday. the new public space offers 360 degree views of the city and surrounding bay area. from the top of yerba buena island. it's part of a development that's also bringing 8000 new homes to the island.
instead, the winner gets to dine with salesforce ceo marc benioff at fetched over $200,000. but the winning bidder also pledged to donate a total of 1.5 million. over the years, the auction has raised $53 million for glide, san francisco's efforts to bring historically black colleges and universities to the west coast is closer to reality. >> a new initiative called black to san francisco is offering a six week hbcu program, 40 students across more than 20 hbcus will participate in paid...
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May 12, 2024
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instead, the winner gets to dine with salesforce ceo marc benioff. that fetched over $200,000. but the winning bidder also pledged to donate a total of 1.5 million. over the years. that auction has raised $53 million for glide. the northern lights are expected to be back for another night tonight, and we've already seen some spectacular images and pictures. you're looking at a time lapse taken in maine. the bay area is contending with city lights and fog, but that's not keeping people from the chabot space and science center. abc seven news reporter anser hassan talks with people who say the sight is magical. >> the aurora borealis is headlining for a second night over the bay area, and the crowds continue to show up. >> i think it's like magical. and you think about it from when you're a kid. you see pictures of it and you just want to see it for real. i've never seen it for real. and so i thought the opportunity was too awesome to skip. >> scott zimmerman and his family drove up from mountain view for a view from the chabot space and science center up in the hills of oakland,
instead, the winner gets to dine with salesforce ceo marc benioff. that fetched over $200,000. but the winning bidder also pledged to donate a total of 1.5 million. over the years. that auction has raised $53 million for glide. the northern lights are expected to be back for another night tonight, and we've already seen some spectacular images and pictures. you're looking at a time lapse taken in maine. the bay area is contending with city lights and fog, but that's not keeping people from the...
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May 16, 2024
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and when she is not in the water she works as a nurse at ucsf benioff children's hospital in the fetal cardiac unit. how about that? >> i hope nyad calls her and says good job. >> i was thinking about this during this too. incredible and good for you and congratulations, this woman now a grandmother. i bet she has a lot to say about dad back. >> even we say dad back to her. >> no. no. no. >>> it is 6:26. battling the san francisco stereotype. this new business owner destined to show why his neighborhood is the heart of the city. >>> and a ride of silence. the touching tribute from a local community group >>> 6:29 in the morning and just teetering on 6:30 and in fact if you watch that clock, bottom left hand of your screen, you are going to see the clock change in three, two, one. but then over there on the right hand side of your screen, that is what a breath of fresh air looks like. hey yes, there's clouds but there's always light coming through right and you know what i'm grateful for this morning? my daughter. it's her birthday this morning. >> it is? >> ryan, a miracle child who ca
and when she is not in the water she works as a nurse at ucsf benioff children's hospital in the fetal cardiac unit. how about that? >> i hope nyad calls her and says good job. >> i was thinking about this during this too. incredible and good for you and congratulations, this woman now a grandmother. i bet she has a lot to say about dad back. >> even we say dad back to her. >> no. no. no. >>> it is 6:26. battling the san francisco stereotype. this new business...
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May 30, 2024
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marc benioff, horrible quarter. it should have been that should scare ai investors because they should be benefiting from ai footlocker. on the other shoe, though, is up. 28%. >> doing a bit of a turnaround best buy. they fired the right amount of people are laid off. we're right-sized they're up 10% day on horrible sales number, but they still made their profits because they're a leaner company than they were in the past. i have kind of a joke about like if i were to wear like i can wear or say anything wants. >> and then it's. >> i don't this job. look what i wear fire. no. me take a bert kreischer and take my shirt off. all right. what about finding a new job as the markets? >> talk about katy perry quit. and 25 million dollar jobs. jobs for people making 55,000 lower. health care, jobs and hospitality hotel jobs, their inflate go there in style. everyone wants well, not everyone but because were vacationing. and we're getting older to the tune of 65 years old. we add roughly 10,065 year-old every day. so health
marc benioff, horrible quarter. it should have been that should scare ai investors because they should be benefiting from ai footlocker. on the other shoe, though, is up. 28%. >> doing a bit of a turnaround best buy. they fired the right amount of people are laid off. we're right-sized they're up 10% day on horrible sales number, but they still made their profits because they're a leaner company than they were in the past. i have kind of a joke about like if i were to wear like i can wear...
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May 30, 2024
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. >> that was salesforce chairman and ceo marc benioff a guest on "mad money." sounding very bullish, despite shares that are plunging down some 20% on what was weak profit guidance. obviously, not cash flow which was strong. it was the company's first revenue miss since 2006. jefferies tech sector leader has a buy rating, $360 price target on the stock and joins us now. so what happened here? >> david, it's a mixture of q1 macro in europe and the u.s. and then i think there's an element of ai investigation. companies only have so much money to spend in technology. everyone is being guided to this pit stop trading called ai. they're getting distracted trying to figure out what they're doing. i think there's a lot of no decisions that are being made. we saw this with workday. we hosted workday at our software conference here in southern california yesterday. continued to cite everything marc is saying. we have a consistent pattern. the back office and hr financials is soft. the front office and salesforce and marketing is soft. europe in parts of the u.s. and the
. >> that was salesforce chairman and ceo marc benioff a guest on "mad money." sounding very bullish, despite shares that are plunging down some 20% on what was weak profit guidance. obviously, not cash flow which was strong. it was the company's first revenue miss since 2006. jefferies tech sector leader has a buy rating, $360 price target on the stock and joins us now. so what happened here? >> david, it's a mixture of q1 macro in europe and the u.s. and then i think...
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May 14, 2024
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you think about service now, salesforce, if they came to you, you're bank of america and marc benioff. guys, the numbers we came up with last month, it's plus two, it's actually minus one. you know what they would say? you're fired. >> the correlation between ppi and cpi is not that strong. >> right. >> you've been active in alerting the fed on x to things like apparel where there is minimal price appreciation. >> we don't know whether temu is in. great fan of the fed, amazon is a great fan of the fed. if you don't like at what china has done in terms of keeping apparel down, you wouldn't think apparel was so hot as it was last month. does the fed include? we don't know. again, there's no transparency . they're only including apparel bought from gap? we don't know. >> we're making an assumption that it is inclusive broadly speaking, everything including what's available to you online through teemu. >> i look at temu and it costs more that ship it than the stuff. then maybe the fed is looking at quality. >> i know jay powell -- how many threads is that? he counts those threads. >> jay
you think about service now, salesforce, if they came to you, you're bank of america and marc benioff. guys, the numbers we came up with last month, it's plus two, it's actually minus one. you know what they would say? you're fired. >> the correlation between ppi and cpi is not that strong. >> right. >> you've been active in alerting the fed on x to things like apparel where there is minimal price appreciation. >> we don't know whether temu is in. great fan of the fed,...
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May 21, 2024
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>> i'm a generalist, but i've had the advantage of being taught by marc benioff. it's very stressful. i've had calls where i said, come on, arrs, rpo, fdr. he said why don't you come out here and i'll walk you through it. he walked me through it more than once. >> you can't blame an investor who is in software for occasionally getting confused. >> no, you can't. when marc decided to deemphasize billings, i said i just got my arms ten years later around billings and now you're telling me i have to look at remaining performance? i will say this, anikesh is right. the last call before this, it was like tell me, nikesh, do you understand palo alto is not a town, it's a company. they were very filibuster with him. there was one call last night, and nikesh took him down so brutally. i will tell you i think pam low alto has a fine quarter and they have the customers. i understand the gobble difficult gook. it is confusing. let's break it out. is there a lot of demand or little demand. in the end demand controls business. the demand there is extraordinary. let's cut it ou
>> i'm a generalist, but i've had the advantage of being taught by marc benioff. it's very stressful. i've had calls where i said, come on, arrs, rpo, fdr. he said why don't you come out here and i'll walk you through it. he walked me through it more than once. >> you can't blame an investor who is in software for occasionally getting confused. >> no, you can't. when marc decided to deemphasize billings, i said i just got my arms ten years later around billings and now you're...
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May 31, 2024
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is it part of what we were discussing yesterday >> the same thing as benioff things slowed down. >> they called it an ai investigation, and he's the analyst we have on a lot -- >> i like brent. >> -- that companies are investigating other opportunities in ai and what they can mean for their business, and so they are either spending there or at least slowing some of their spending in other areas while they investigate. >> david, this is not supposed to be a cyclical business. you're supposed to be spending they didn't. >> to your point yesterday, if your seat count is changing, your subscription model changes. for every one there's sentinel and z-scaler >> i tend to use jackson, he's the guy, the key he knows it better than anyone he happens to be from kentucky right next to cincinnati. >> it's always good to get a geographic read on things. >> absolutely. i do think that these are cyclical companies all of a sudden i can't believe it these were the great secular growers. >> remarkable. we see sentinel with losses. >>> let's touch on the historic verdict, the former president trump found
is it part of what we were discussing yesterday >> the same thing as benioff things slowed down. >> they called it an ai investigation, and he's the analyst we have on a lot -- >> i like brent. >> -- that companies are investigating other opportunities in ai and what they can mean for their business, and so they are either spending there or at least slowing some of their spending in other areas while they investigate. >> david, this is not supposed to be a cyclical...
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i'm betting that these guys have -- benioff, we'll be pleasantly surprised i think bristol-myers will be helped, novartis will be helped. i'm a bull on what blackwell can do >> well, the applications and the tools, it's all happening, by the way it's not as though there's nothing -- this is happening in the enterprise -- right now and obviously will only pick up with increasing pace when blackwell -- when that chip starts to get introduced and it's actually pouring a lot of these activities. >> are people scared of blackwell? are they scared? >> i mean scared -- they're not scared -- i'm not going to say they're scared certainly there's got to be concern, and you hear it from musk, in that things are moving very quickly the rate of change is only increasing and we don't know. we just don't know >> well, what jensen would say -- >> you can have a very long discussion full of positives with many people who are the evangelical -- who are the supporters of a.i. at the end you ask are you worried, and they'll go, of course i'm worried >> what's really incredible, all you have to do is thin
i'm betting that these guys have -- benioff, we'll be pleasantly surprised i think bristol-myers will be helped, novartis will be helped. i'm a bull on what blackwell can do >> well, the applications and the tools, it's all happening, by the way it's not as though there's nothing -- this is happening in the enterprise -- right now and obviously will only pick up with increasing pace when blackwell -- when that chip starts to get introduced and it's actually pouring a lot of these...
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name but he's kind of pushed flo out a little bit >> flo -- >> it's tough at the top >> jake -- that's benioff. they do state farm he's always trying to get state farm on the show i want state farm. i don't care if they're -- look, it's a gigantic private company, but we need to put the feet to the fire for the insurers because it's rent, which, by the way, rent was up in manhattan, so it's still not working, but the rest of the country is -- >> are you willing, at this early stage, to start betting on easing inflation prints? >> yes >> and adding the cuts for the year >> you start seeing things rolled back, and actual prices rolled back. when steel rolls back, if we see, you know, plastic hasn't been that strong dow chemical has been one of the best stocks in the dow, but i just think we're going to see rollover, uncoated free sheet. this stuff is coming down. paper's going to come down craft paper. my father used to sell that. any time he took it in, it went down the next month. you lose money >> if you're right, then maybe your buddy, jay, starts cutting a little sooner, no? >> yes, because
name but he's kind of pushed flo out a little bit >> flo -- >> it's tough at the top >> jake -- that's benioff. they do state farm he's always trying to get state farm on the show i want state farm. i don't care if they're -- look, it's a gigantic private company, but we need to put the feet to the fire for the insurers because it's rent, which, by the way, rent was up in manhattan, so it's still not working, but the rest of the country is -- >> are you willing, at this...
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. >> pore rather to go after marc benioff. if they want customer relations management, i guess so that has not been their forte, but since we have jon fortt, i went with fort. >> you made the point a few days ago, having a little room to breathe without a flood of data would be helpful to the market and has been, but next week is ppi, cpi and retail earnings. >> it was the cpi, we talk about the preferred index, the cpi at 3.8 when powell lowered the boom on april 16th, the beginning of this slowdown. it does matter tremendously. he needs to see three really declining cpi numbers before he starts talking about lighting these up people feel this is the beginning of a slow down, i've been saying the chute thing, or does powell want to get ahead of it or i don't want to seat slowdown, i'm reluctant to start cutting before i see something. >> what does that mean for story stocks as well when you've got the macro situation it seems to be feeding into some of the story names, the ai boom, the thematics and momentum. >> great point w
. >> pore rather to go after marc benioff. if they want customer relations management, i guess so that has not been their forte, but since we have jon fortt, i went with fort. >> you made the point a few days ago, having a little room to breathe without a flood of data would be helpful to the market and has been, but next week is ppi, cpi and retail earnings. >> it was the cpi, we talk about the preferred index, the cpi at 3.8 when powell lowered the boom on april 16th, the...