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May 21, 2024
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year, it has been microsoft. but google is up 26% year-to-date versus a microsoft up 14%. do you think that there should be a shift, especially after the io last week when you talk about bringing ai to the masses, and who can do this better than google? >> yeah, i think we bracketed enterprise versus consumer. so we like amazon and microsoft in that world. for the consumer world, it's meta and google. so why is google had such a strong outperformance? they had a slow start and made up ground. there's more ai underneath the hood than they've been able to show. they've done a terrible job explaining it. so i think they're catching up, the stock's cheap, so yeah, i believe that google is going to have a great seat at the table. when i talk about survey work, that's for enterprise users. that's where microsoft is leaning, amazon is too, and google is a distant third. >> on that note, brent, you said, and it's fascinating to think about, microsoft is trying to push people out of the cloud and back into the puddle or w
year, it has been microsoft. but google is up 26% year-to-date versus a microsoft up 14%. do you think that there should be a shift, especially after the io last week when you talk about bringing ai to the masses, and who can do this better than google? >> yeah, i think we bracketed enterprise versus consumer. so we like amazon and microsoft in that world. for the consumer world, it's meta and google. so why is google had such a strong outperformance? they had a slow start and made up...
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May 20, 2024
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i michelle, what can we expect from microsoft later?— microsoft later? i think after the excitement _ microsoft later? i think after the excitement of _ microsoft later? i think after the excitement of last _ microsoft later? i think after the excitement of last week - microsoft later? i think after the excitement of last week with - microsoft later? i think after the - excitement of last week with chatgpt and their assistant and then google announcing their ai initiatives, or focus now turns to microsoft. we are expecting initially for them to unveil products for their tablet computer that has ai aspects to it but then perhaps it is the build conference, developers conference, which often can be quite a dry affair but this year obviously they were quite excited about it and that is because there they are expected to talk about how they are going to incorporate ai into more things like their operating system which so many people have on their computers, especially in the workplace. and i think that is the development that people are keeping a close eye o
i michelle, what can we expect from microsoft later?— microsoft later? i think after the excitement _ microsoft later? i think after the excitement of _ microsoft later? i think after the excitement of last _ microsoft later? i think after the excitement of last week - microsoft later? i think after the excitement of last week with - microsoft later? i think after the - excitement of last week with chatgpt and their assistant and then google announcing their ai initiatives, or focus now turns...
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May 17, 2024
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and i've owned microsoft for years. i think -- you know, there's also a buzz about this microsoft build conference that's coming up i think next week. all the other sort of big tech companies have been having their rollouts. we're looking to hear more from them then. i think there are more ways to win in the ai space with microsoft than virtually any other company out there. azure and their cloud business, their generative ai, it's -- and they're moving to subscriptions there, i think just looks strong all the way around. it's really hard i think, tyler, to understand what the effects of ai are going to be. if you -- if you explain what chatgpt could do, and ladies and gentlemen, if you haven't signed on to chatgpt and asked it a question or to write an essay or a letter or anything, it's going to blow your mind if you haven't done it. >> perplexity is the same way. another -- it's another version. >> perplexity, yes. so this is a technology that adds to that equation of productivity. if gdp growth is the addition of yo
and i've owned microsoft for years. i think -- you know, there's also a buzz about this microsoft build conference that's coming up i think next week. all the other sort of big tech companies have been having their rollouts. we're looking to hear more from them then. i think there are more ways to win in the ai space with microsoft than virtually any other company out there. azure and their cloud business, their generative ai, it's -- and they're moving to subscriptions there, i think just...
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May 17, 2024
05/24
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we start off with big tech events, microsoft build developers conference and nvidia earnings, microsoft society to give updates on its marquee a.i. assistant co pilot, the company expected to show out of a new line of pcs before build officially kicks off. first to nvidia's report, expected to say eps more than quintupled a year ago given by demand for a.i. products, shares up nearly 40% since it last posted results in more than 85% already this year, but are those gains at risk if it disappoints on wednesday, could the markets gains be at risk as well, guy. >> the only disappointment we're coming in the form of guidance, pretty obviously, or margins, if margins start to decline sequentially then you'll have a problem. the market will say, okay, peak margins last quarter, 70%, this is the other side of it, now in terms of revenue and their eps. eps, which is fantastic. but not commensurate to back up price to sales and price to earnings, then the stock might be this trouble. short of that, i think it's fine. with that said, i'll go back to it again, despite the fact that the stock's had
we start off with big tech events, microsoft build developers conference and nvidia earnings, microsoft society to give updates on its marquee a.i. assistant co pilot, the company expected to show out of a new line of pcs before build officially kicks off. first to nvidia's report, expected to say eps more than quintupled a year ago given by demand for a.i. products, shares up nearly 40% since it last posted results in more than 85% already this year, but are those gains at risk if it...
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May 15, 2024
05/24
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i am not here to defend microsoft. i think for them to get hacked in this way is a very concerning way. >> did you report -- >> i now yield five minutes to represent -- as we transition to the next round here, i just want to give you the opportunity to talk through things that you felt like wasn't covered and he wanted to make sure that it was clear, so please use this time just to clarify and express the intent here which is to make the argument for these investments understanding to the chairs point, the real trade-off in appreciating the trade off which i suspect you all do. >> thank you for the question. i would say that the major theme here is that folks need to work within budgets. there are things we can deal with more funds, but we will work within the budget and i am proud of the fact that we have a team now that can actually do that kind of math and prioritization. that is the way we work every day. we have a one to endless, the first tie is priority followed by the 150th looks exactly like this. that is the
i am not here to defend microsoft. i think for them to get hacked in this way is a very concerning way. >> did you report -- >> i now yield five minutes to represent -- as we transition to the next round here, i just want to give you the opportunity to talk through things that you felt like wasn't covered and he wanted to make sure that it was clear, so please use this time just to clarify and express the intent here which is to make the argument for these investments understanding...
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May 21, 2024
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you don't earn microsoft. and i get the feeling that you're not as all in on this name as some other investors that we speak with. why not? >> there's two reasons. first is as part of our flagship product, we just want to have concentration, and we don't want to hug a benchmark, so we don't own all the mag sevens, for example. we had to make some decisions there. microsoft is in a good place relative to the opportunity in ai. that's one piece to it. the second piece is if you just take a big step back and look at what's happening today, today is underwhelming for microsoft. it had that feel to it because really what we saw a week ago from openai laid the ground work for what we saw today. it reminds me that microsoft's future is in the hands of openai. they have 51% ownership. it's more than 51% ownership. but the bottom line is this relationship is incredibly strong. there's no reason to think it will get fractured. but that is the dynamic. the companies that do own google and meta related to he ai opportunit
you don't earn microsoft. and i get the feeling that you're not as all in on this name as some other investors that we speak with. why not? >> there's two reasons. first is as part of our flagship product, we just want to have concentration, and we don't want to hug a benchmark, so we don't own all the mag sevens, for example. we had to make some decisions there. microsoft is in a good place relative to the opportunity in ai. that's one piece to it. the second piece is if you just take a...
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May 20, 2024
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noted, from mark's perspective, apple's significantly outperformed microsoft microsoft has done nothing it and all we do is talk about how far in front microsoft is, so, the valuation is not terribly attractive at this point, and i'm not saying apple's is, either, i'm just telling you, the market is telling you, we'd rather own apple. >> oddly enough, we're talking about apple potentially chasing microsoft. it seems microsoft is trying to reinvent some of apple's cycle performance. so, you have this pc, and they were a bit subtle with what they said, but there is some on pc features in terms of the a.i. situation, so, we talked about palo alto network, we talk about cybersecurity, this will help them, and compel users to perhaps push that cycle forward. the question is, you know, these aren't iphones, these are pcs, you're talking about a three to five-year cycle. after you've made the purchase, then what? this gives them two to three years of runway. >> a lot of fine shows on cnbc >> so many >> 9:00 a.m., the "skwquawk on e street." j.c. was on this morning -- >> jim cramer. >> yeah, j
noted, from mark's perspective, apple's significantly outperformed microsoft microsoft has done nothing it and all we do is talk about how far in front microsoft is, so, the valuation is not terribly attractive at this point, and i'm not saying apple's is, either, i'm just telling you, the market is telling you, we'd rather own apple. >> oddly enough, we're talking about apple potentially chasing microsoft. it seems microsoft is trying to reinvent some of apple's cycle performance. so,...
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May 20, 2024
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also, you mentioned microsoft, last week about google and openai. how transparent they can be when they are developing a frontier area model. that's a big problem and that is a big issue to talk about in my opinion. it to talk about in my opinion. it is moving fast. a lot of announcements lately. we've just seen the microsoft and chat dbt. this presents more challenges to keep up.- chat dbt. this presents more challenges to keep up. yes, and i think the _ challenges to keep up. yes, and i think the policies _ challenges to keep up. yes, and i think the policies are _ i think the policies are lagging, but with al progress, he needs to speed up and countries need to collaborate to make sure that everything is bringing the beneficial side of societies. ., ., , , societies. regulators will be interested — societies. regulators will be interested in _ societies. regulators will be interested in protecting - interested in protecting consumers and the ethics of ai. is ethics something corporations are also working towards? i corporations are also working
also, you mentioned microsoft, last week about google and openai. how transparent they can be when they are developing a frontier area model. that's a big problem and that is a big issue to talk about in my opinion. it to talk about in my opinion. it is moving fast. a lot of announcements lately. we've just seen the microsoft and chat dbt. this presents more challenges to keep up.- chat dbt. this presents more challenges to keep up. yes, and i think the _ challenges to keep up. yes, and i think...
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May 21, 2024
05/24
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also, you mentioned microsoft, last week about google and openai. how transparent they can be when they are developing a frontier ai model. that's a big problem and that is a big issue to talk about, in my opinion. it is moving fast. a lot of announcements lately. we've just seen the microsoft and chatgpt. this presents more challenges to keep up? yes, and i think the policies are lagging, but with al progress, it needs to speed up and countries need to collaborate to make sure that everything is bringing the beneficial side of societies. regulators will be interested in protecting consumers and the ethics of ai. is ethics something corporations are also working towards? i think some of them are, but there's no enforcements, there is no agreement on that. i think it needs to be discussed on the top level, and then it can be implemented on a much finer level of the ai deployment. meanwhile, openai says it will using one of the voices in its chatbot after users said it sounded like that of the actress scarlettjohansson. del michael willard paul was us
also, you mentioned microsoft, last week about google and openai. how transparent they can be when they are developing a frontier ai model. that's a big problem and that is a big issue to talk about, in my opinion. it is moving fast. a lot of announcements lately. we've just seen the microsoft and chatgpt. this presents more challenges to keep up? yes, and i think the policies are lagging, but with al progress, it needs to speed up and countries need to collaborate to make sure that everything...
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May 20, 2024
05/24
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trillion dollar companies like microsoft, they really like shiny products, but amid the drama, microsoft is still all in on open ai after pouring in $13 billion. signs of it, not sure what to attribute it to, but it could be some of that drama. i thought it was interesting when steve just asked that microsoft executive, he still had confidence in openai, and the executive said great confidence in sam altman, by name, and the team there. he said that was their whole focus, to build a great future for ai and the world, which is getting, maybe a little harder to argue with all of these departures. >> yeah, how many companies are really vying in -- compared with openai does. how many companies kind of do what they do? >> that's a good question. so openai develops chatgpt, which is really the foundational model. it's most district rival is anthropic, which was built out of openai. there's a number of others though. an open source model, google, of course, is developing its own llm. someone i was talking to this morning believes these closed language mods are becoming commode commodotised alre
trillion dollar companies like microsoft, they really like shiny products, but amid the drama, microsoft is still all in on open ai after pouring in $13 billion. signs of it, not sure what to attribute it to, but it could be some of that drama. i thought it was interesting when steve just asked that microsoft executive, he still had confidence in openai, and the executive said great confidence in sam altman, by name, and the team there. he said that was their whole focus, to build a great...
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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? 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 that
. 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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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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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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May 9, 2024
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at microsoft's new data center. that is not all, microsoft is continuing to pipeline, going to high schools in nearby mount pleasant to train high school students for jobs of the future. as he pointed out, it will create 100,000 jobs over time. it is all part of microsoft's plan to build an artificial intelligence ecosystem right here in racine that is going to be transformative not just here, but worldwide. it is not only a significant investment in infrastructure in racine, but for the people overseeing. it means folks are getting trained in new, high-pain, high-skill jobs that don't require a four-year college degree and don't require you to leave home. you know where i come from, that really matters. i know what it's like when your parents have to move the family in search of work because there no jobs. what it does to the family's dignity. last year my wife jill announced our first five workforce hub sites to build a pipeline of workers and industries that are creating a new hometowns in phoenix, baltimore, col
at microsoft's new data center. that is not all, microsoft is continuing to pipeline, going to high schools in nearby mount pleasant to train high school students for jobs of the future. as he pointed out, it will create 100,000 jobs over time. it is all part of microsoft's plan to build an artificial intelligence ecosystem right here in racine that is going to be transformative not just here, but worldwide. it is not only a significant investment in infrastructure in racine, but for the people...
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May 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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May 13, 2024
05/24
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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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May 11, 2024
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can you say your own microsoft — about. can you say your own microsoft products _ about. can you say your own microsoft products are - about. can you say your own microsoft products are or. about. can you say your own | microsoft products are or are not being used to because harm and contribute to this? we not being used to because harm and contribute to this?- and contribute to this? we are doinu and contribute to this? we are doin: the and contribute to this? we are doing the best _ and contribute to this? we are doing the best we _ and contribute to this? we are doing the best we can - and contribute to this? we are doing the best we can to - doing the best we can to hopefully not have that be the case. we have different policies, restrictions on our products, to ensure they are not being used for those purposes. and we have policies and enforcement if we determine that somebody has used them in a deceitful way or a way that goes around what our policies state. if goes around what our policies state. ., goes around what our policies state. . . ., state. if an election
can you say your own microsoft — about. can you say your own microsoft products _ about. can you say your own microsoft products are - about. can you say your own microsoft products are or. about. can you say your own | microsoft products are or are not being used to because harm and contribute to this? we not being used to because harm and contribute to this?- and contribute to this? we are doinu and contribute to this? we are doin: the and contribute to this? we are doing the best _ and...
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May 20, 2024
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microsoft wants to own that. now i personally believe microsoft owns enterprise and we've seen that from a copilot perspective, but they know they're behind this is an important event for nadella. >> that's palo alto, a stock you've sat on this desk and called it a table pounder multiple times now it's had a great move. you know, it had an upset and comeback what now >> i think last quarter was a growth transition. this quarter will be a step in the right direction. when it comes to cyber security it's a golden age for cyber security led by palo alto, crowdstrike, and i think this is setting up for what could be just an unreal 2025 from a growth perspective for palo alto that's what this is right here. >> yeah. what -- do you look at the stocks dan is right crowdstrike is the best performer year to date palo alto has done quite well. fortinet the only disappointment. >> it's, obviously, the market loves when it has just sort of a predictable kind of bigger slice of the pie going to one area of software what i've
microsoft wants to own that. now i personally believe microsoft owns enterprise and we've seen that from a copilot perspective, but they know they're behind this is an important event for nadella. >> that's palo alto, a stock you've sat on this desk and called it a table pounder multiple times now it's had a great move. you know, it had an upset and comeback what now >> i think last quarter was a growth transition. this quarter will be a step in the right direction. when it comes to...
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May 17, 2024
05/24
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do the math there, see how much microsoft is making. one thing everyone agreed on, tools like copilot will improve and become another tool in modern work life like email is today this isn't some dreamy fad like the metaverse and next week we're expecting to get the latest updates along with a slew of other announcements. customers or potential customers are hoping for cheaper pricing options, scott. >> well, i guess when you have first mover advantage, so to speak, you get to charge a premium, and then we see how everything sort of shakes out. steve, thanks. steve kovach, we'll look for you covering this throughout the day. jason snipe, how about this microsoft? >> yeah, so, you mentioned it, scott. first mover advantage, and i think it's been quiet around their story lately. i think google and meta and amazon have kind of taken the lead in terms of just where the conversation around the market is going. i think a lot of these new technologies are always expensive to start. the focus is going to be on productivity. once productivity inc
do the math there, see how much microsoft is making. one thing everyone agreed on, tools like copilot will improve and become another tool in modern work life like email is today this isn't some dreamy fad like the metaverse and next week we're expecting to get the latest updates along with a slew of other announcements. customers or potential customers are hoping for cheaper pricing options, scott. >> well, i guess when you have first mover advantage, so to speak, you get to charge a...
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May 8, 2024
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. >> and this makes business sense for microsoft. this also, as i spoke about at top, this makes policy i'll see in political sense for the white house, we know that president biden is planning to call out donald trump today for that failed foxconn project. that was to be built on some of the same land. is your project. it highlights once again that we are definitely in an election here, not asking you to weigh in on foxconn in its projects failed project. what does this political cycle and election your mean for microsoft? >> well, look, we're not running for anything. we realized that companies sometimes start things they can't finish i will say this, this administration has been enormously helpful. a project like this. it requires the bipartisan infrastructure bill that was passed the chips that will be produced in america through the chips in science act. the clean technology that will benefit from the inflation reduction act. this administration's commitment to safe and secure ai in cyber security more broadly so we're pleased w
. >> and this makes business sense for microsoft. this also, as i spoke about at top, this makes policy i'll see in political sense for the white house, we know that president biden is planning to call out donald trump today for that failed foxconn project. that was to be built on some of the same land. is your project. it highlights once again that we are definitely in an election here, not asking you to weigh in on foxconn in its projects failed project. what does this political cycle...
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biden along with microsoft president brad smith announced a $3.3 billion investment to build a new ai data center, but also a training center for it in the city of racine. let's go live to fox business' edward lawrence in wisconsin right now following the president's every step in the badger state. microsoft is kind of one of the last companies i would say that needs that much money so there's got to be another jobs component to this; right? reporter: yeah and the president is from this area and trying to get jobs back to the area and the president was highlighting the spending he was doing and latching onto microsoft and aa data center -- ai data gent fertilizer the area and microsoft spending $3.3 billion over the next two years in order to fund this. listen to this. >> this isn't just about build ago building. it's not just about the manufacturing jobs of today. more than anything, this project is using the power of ai to fuel the future and manufacturing companies and jobs and skills across the state of wisconsin and around the country. that's what we're building together. reporte
biden along with microsoft president brad smith announced a $3.3 billion investment to build a new ai data center, but also a training center for it in the city of racine. let's go live to fox business' edward lawrence in wisconsin right now following the president's every step in the badger state. microsoft is kind of one of the last companies i would say that needs that much money so there's got to be another jobs component to this; right? reporter: yeah and the president is from this area...
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May 21, 2024
05/24
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microsoft and cisco, they're the leaders in the space. two other private players also recently announced their plans to merge. am lists say with q radar, they are posed to capitalize on this new cyber landscape. investors however, today, need a bit more convincing. >> thank you, frank. there's the background, victoria. what's your trade here on panw? >> for me, palo alto is a sell. it's because platformization is taking too long. after last quarter we expected the expectations were baked in, rip the band aid off, have lower expectations. with this earnings, okay, wait, we have to lower them again? we never like that. we thought we reset last quarter and longer ramp, looking at maybe lower margins because they're having to discount and honestly they're also talking about corporations are focussing on a lot of their spending, less on buying more platforms and modules on them. they're taking a third place backseat and where corporations are spending money. look, they've been on a tear. up 140% since january of last year. for me, it's a sell
microsoft and cisco, they're the leaders in the space. two other private players also recently announced their plans to merge. am lists say with q radar, they are posed to capitalize on this new cyber landscape. investors however, today, need a bit more convincing. >> thank you, frank. there's the background, victoria. what's your trade here on panw? >> for me, palo alto is a sell. it's because platformization is taking too long. after last quarter we expected the expectations were...
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May 29, 2024
05/24
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CNBC
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two, we know nvidia will soon overtake microsoft or as chatgpt, the spawn of microsoft on the softer side and nvidia on the hardware side told me today to estimate when nvidia might surprise microsoft as the largest company. we need to consider nvidia's growth rate. chatgpt says nvidia could pass microsoft within the next year or two, to which i say hold it partner. the stock keeps value at this pace. and hence the real conundrum we're facing. on the one hand nvidia is new and rich, microsoft is older. and somehow it doesn't seem right that a company really interacts to be this big. to me it is as right as when apple dethroned exxon. all that happened is nvidia at the far term is nowhere to be seen. as we got to the stretch, it made its move. it shocked us. as they point out, no top five s&p market cap has ever had a 20% move after the earnings when the s&p was down. it just snuck in. the bottom line, is it a photo finish? no. in the end the race is internal. for all we know nvidia, not apple, not microsoft is secretariate, the greatest of them all. >> hi, i really enjoy your show. i
two, we know nvidia will soon overtake microsoft or as chatgpt, the spawn of microsoft on the softer side and nvidia on the hardware side told me today to estimate when nvidia might surprise microsoft as the largest company. we need to consider nvidia's growth rate. chatgpt says nvidia could pass microsoft within the next year or two, to which i say hold it partner. the stock keeps value at this pace. and hence the real conundrum we're facing. on the one hand nvidia is new and rich, microsoft...
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May 24, 2024
05/24
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CSPAN
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our partners are here on stage, microsoft and equity bank. the whole idea was as follows -- imagine a farmer in kenya. the farmer needs $100 to buy seeds. imagine the transaction is digitized in a way that works off-line and online. both were in kenya. equity bank can give different working capital access to the farmer because there is a data track record for that. the same solution allows the farmer to be connected to global fair market trading prices. the virtual circle begins. that is exactly what the alliance is trying to do. one company provides connectivity. the other provides digitization and capital access. there is a set of foundation for scaling with other educational aspects in declared communities. there is an ecosystem change instead of everyone doing their own thing. 10 years, that's one of the biggest companies in the continent and in the world are on it. it's exciting. kendra: that is exciting. what is it stand for? michael: mobilizing access to the digital economy in africa. kendra: there you have it. we have some collusion h
our partners are here on stage, microsoft and equity bank. the whole idea was as follows -- imagine a farmer in kenya. the farmer needs $100 to buy seeds. imagine the transaction is digitized in a way that works off-line and online. both were in kenya. equity bank can give different working capital access to the farmer because there is a data track record for that. the same solution allows the farmer to be connected to global fair market trading prices. the virtual circle begins. that is...
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May 21, 2024
05/24
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. >>> microsoft unveiling its latest lineup of a.i.-focused pcs as the race to get artificial intelligence tools into the hands of consumers and businesses heats up. ♪ >>> good morning. welcome to "street signs." great to have you with us this morning. let's get back to the top story. astrazeneca aims to reach $80 billion of revenue by 2030 amid significant growth with the oncology and rare disease portfolios. the pharma giant will expand the drug pipeline with 20 new medicines. arabile is joining us from cambridge. you have been talking to the cfo. >> reporter: i have carolin. it is one thing to have an ambitious plan, but another to get the growth from. you are nearly doubling the revenue from $45.8 billion the to $80 billion by the end of the 2030 timeline saying they plan to reach that. among the things was carbon emissions, but it is really about what is your key focus. you made note of it. oncology and bio-pharmaceuticals and rare diseases. those are the key factors for them. it is a return to normality for the company which fo
. >>> microsoft unveiling its latest lineup of a.i.-focused pcs as the race to get artificial intelligence tools into the hands of consumers and businesses heats up. ♪ >>> good morning. welcome to "street signs." great to have you with us this morning. let's get back to the top story. astrazeneca aims to reach $80 billion of revenue by 2030 amid significant growth with the oncology and rare disease portfolios. the pharma giant will expand the drug pipeline with 20...
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May 14, 2024
05/24
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BBCNEWS
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and now more than 500 students are microsoft employees. | students are microsoft employees. several _ students are microsoft employees. several hundred _ students are microsoft employees. several hundred of _ students are microsoft employees. several hundred of our _ students are microsoft employees. several hundred of our graduates i several hundred of our graduates work— several hundred of our graduates work and — several hundred of our graduates work and i— several hundred of our graduates work and i could _ several hundred of our graduates work and i could give _ several hundred of our graduates work and i could give many- several hundred of our graduates work and i could give many otherj work and i could give many other examples — work and i could give many other examples of— work and i could give many other examples of our— work and i could give many other examples of our close _ work and i could give many other. examples of our close cooperation between _ examples of our close cooperation between our — examples of our close cooperation between our univer
and now more than 500 students are microsoft employees. | students are microsoft employees. several _ students are microsoft employees. several hundred _ students are microsoft employees. several hundred of _ students are microsoft employees. several hundred of our _ students are microsoft employees. several hundred of our graduates i several hundred of our graduates work— several hundred of our graduates work and — several hundred of our graduates work and i— several hundred of our...
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May 13, 2024
05/24
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BLOOMBERG
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when you think about microsoft's involvement with open a.i., it's good for microsoft. i like how you use the frenemy. this is a challenge for apple, which is, does it want to leverage open a.i. given it'll relationship with microsoft? does it want to leverage google? does it want to entrust someone else to something that could potentially be this important, being artificial intelligence? i still look at siri as an opportunity for apple to do something better there. this is certainly a challenging situation for apple. caroline: come on, siri, you can do it. meanwhile, tom, what are the vision pro? going on sale in more countries. we understand china, japan, france, germany. going to help? >> at the margin, yes. i think the most interesting thing we learned about vision pro in the march quarter was how they talked about it at the enterprise level, which makes the $34.99 price point make more sense. but we talked about services. hardware sales were down double digits in the march quarter, and i think if you continue to have declines with hardware, at a certain point that'
when you think about microsoft's involvement with open a.i., it's good for microsoft. i like how you use the frenemy. this is a challenge for apple, which is, does it want to leverage open a.i. given it'll relationship with microsoft? does it want to leverage google? does it want to entrust someone else to something that could potentially be this important, being artificial intelligence? i still look at siri as an opportunity for apple to do something better there. this is certainly a...
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May 22, 2024
05/24
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KRON
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co pilot plus pcs for microsoft. they have at least 16 gigabytes of ram 256 gigabytes of storage. and most importantly, a special chip to i locally. microsoft showed off its first 2 new computers to have the distinction surface laptop and surface pro. notably it's not intel inside, but qualcomm snapdragon chips promising better performance and best battery life yet what we needed for these new laptops, a brand new processor and needed to be more powerful. have a cpu the gpu and then we call euro processing unit in running at over 40 trillion operations per second. other pc makers will have computers with a new designation. microsoft showed several new ai features, including recall, which remembers everything you do on your computer. so you can use even the most obscure keywords to find any file image or website. you visit it. we can run ai locally on the device. that means that is yours. this information is got built-in privacy controls, so you can always pause your content. you can delete your snapshots. live captio
co pilot plus pcs for microsoft. they have at least 16 gigabytes of ram 256 gigabytes of storage. and most importantly, a special chip to i locally. microsoft showed off its first 2 new computers to have the distinction surface laptop and surface pro. notably it's not intel inside, but qualcomm snapdragon chips promising better performance and best battery life yet what we needed for these new laptops, a brand new processor and needed to be more powerful. have a cpu the gpu and then we call...
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May 22, 2024
05/24
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KRON
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co pilot plus pcs for microsoft. they have at least 16 gigabytes of ram 256 gigabytes of storage. and most importantly, a special chip to i locally. microsoft showed off its first 2 new computers to have the distinction surface laptop and surface pro. notably it's not intel inside, but qualcomm snapdragon chips promising better performance and best battery life yet what we needed for these new laptops, a brand new processor and needed to be more powerful. have a cpu the gpu and then we call euro processing unit in running at over 40 trillion operations per second. other pc makers will have computers with a new designation. microsoft showed several new ai features, including recall, which remembers everything you do on your computer. so you can use even the most obscure keywords to find any file image or website. you visit it. we can run ai locally on the device. that means that is yours. this information is got built-in privacy controls, so you can always pause your content. you can delete your snapshots. live captio
co pilot plus pcs for microsoft. they have at least 16 gigabytes of ram 256 gigabytes of storage. and most importantly, a special chip to i locally. microsoft showed off its first 2 new computers to have the distinction surface laptop and surface pro. notably it's not intel inside, but qualcomm snapdragon chips promising better performance and best battery life yet what we needed for these new laptops, a brand new processor and needed to be more powerful. have a cpu the gpu and then we call...
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May 22, 2024
05/24
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, you know, what microsoft had to deliver this week as a non-event. it's somewhat disappointing. how would you view microsoft verses alphabet considering you own both. one sort of controlled the narrative, still figures to be in the leadership seat. the other is being alphabet has done quite well in their own right. and that is not going anywhere. >> and it is in similar positions, where they are trying to build more software solutions for their customers and get those ai revenues going. but you know, there is a misperception always i think in the investment community that things happen very fast. it takes years to build out great pieces of software to install them and to tune them and to get them running on the customer's data and to get the returns from them. so i think both companies in their respected areas are in this period. some investors, they will lose patience. that's the tension of investors in this segment that, you know, they want to see those revenues today and it will take time. i think they are doing a good job and i wouldn't call thei
, you know, what microsoft had to deliver this week as a non-event. it's somewhat disappointing. how would you view microsoft verses alphabet considering you own both. one sort of controlled the narrative, still figures to be in the leadership seat. the other is being alphabet has done quite well in their own right. and that is not going anywhere. >> and it is in similar positions, where they are trying to build more software solutions for their customers and get those ai revenues going....
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May 13, 2024
05/24
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and it is not microsoft that is the better one >> you are right look, microsoft is -- they are all fully valued meta, fully valued but in terms of microsoft, i think that is what everybody went to initially. i say everybody, obviously that is a broad generalization. but that was the obvious play. people could see how the openai relationship will drive new subscriptions, whether it is 360 or whatever or upgrades. and how they are putting it into the cloud. so it was the most obvious play and was everybody's favorite ai play including mine. and remains. because i think that will be the one with the gift that keeps on giving i also don't believe you are paying much of a premium because of the recurring revenue growth. so i think that got a lotof early adopters and now it is just quarterly news. so that is the issue i've thought about the same thing multiple times >> joe, you're still on microsoft. >> that is a great point steve is making. if you think about the evolution of the ai technology, where was it that investors paid the premium initially. they did that with microsoft, with meta. an
and it is not microsoft that is the better one >> you are right look, microsoft is -- they are all fully valued meta, fully valued but in terms of microsoft, i think that is what everybody went to initially. i say everybody, obviously that is a broad generalization. but that was the obvious play. people could see how the openai relationship will drive new subscriptions, whether it is 360 or whatever or upgrades. and how they are putting it into the cloud. so it was the most obvious play...
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May 13, 2024
05/24
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NTV
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according to the president of the russoft association, valentin makarov, microsoft is now looking for loopholes to remain on the russian market; in private conversations , it guarantees its support. according to a source from the izvestia newspaper, the company does not prevent the purchase of new licenses through parallel imports. yes, and russian companies, i must say, from products microsoft, for example, is not abandoning office, and if anyone is switching to domestic it products, it is the public sector. ilya, everything about the economy. thank you, denis talalaev with his economic review. ntv viewers in the capital. next up is the release of the program today in moscow. and we will continue our broadcast for other regions in the central part of the country. today at the moskvich plant they showed a new crossover model, moskvich 8. in addition, manufacturers are entering a new stage of work. now cars will begin to be produced using full-cycle technology from almost a thousand components. the start of production was given by sergei sobyanin. according to him, there are plans to d
according to the president of the russoft association, valentin makarov, microsoft is now looking for loopholes to remain on the russian market; in private conversations , it guarantees its support. according to a source from the izvestia newspaper, the company does not prevent the purchase of new licenses through parallel imports. yes, and russian companies, i must say, from products microsoft, for example, is not abandoning office, and if anyone is switching to domestic it products, it is the...
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May 22, 2024
05/24
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RUSSIA24
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let me remind you that microsoft initially called copylot, which helped programmers create moves. later this name spread to other tools based on large language models. in general, now we are talking about the numerous specialized generative neural networks built into windows 11, for example , the recall service allows you to use voice or text to search for anything on your previous computer, even a sweater that the user saw a month ago somewhere in an online store, but never... bought it it searches for information in mail, chats and documents, and works locally, without transferring user data anywhere. actually, copilot is now actually a personal assistant, much like what was announced the other day for the android operating system, gemene. it runs on top of any application and uses its data as context for answering questions. even the simple drawing app paint now also has a built-in generative neural network. and the second most important point. all this, at least at the start, runs on processors from qualcom, that is, the arm architecture was more common for smartphones until r
let me remind you that microsoft initially called copylot, which helped programmers create moves. later this name spread to other tools based on large language models. in general, now we are talking about the numerous specialized generative neural networks built into windows 11, for example , the recall service allows you to use voice or text to search for anything on your previous computer, even a sweater that the user saw a month ago somewhere in an online store, but never... bought it it...
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May 31, 2024
05/24
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we've seen, first of all apple outperformed microsoft a few weeks. microsoft really to me was the poster child for the company willing to pay above historical multiple because of the growth and growth frankly microsoft made very few missteps deserve to be trading at 35? not so sure. if microsoft starts to fail and intraday at one point broken through the 50, the leadership outside of semis i think the market would lose and be very upset about. >> semis saying earlier. tug-of-war between semis and software within tech a crazy few days i would have gone with mcdonald's so much this week alone to watch in the way of charts. >> and a short week. >> yeah. only four days. >>> get your "final trades" up next. >>> "mad money." next, cnbc. >>> time for the "final trade. around the desk. >> thanks for joining us great being here and lyft i think is normalizing conditions >> karen >> yes i like guidance muted. that's okay. i think a little bit there. >> and viking hold,iings a cruise i think it goes higher. >> thank you, carl, for being here. >> thanks >>> welc
we've seen, first of all apple outperformed microsoft a few weeks. microsoft really to me was the poster child for the company willing to pay above historical multiple because of the growth and growth frankly microsoft made very few missteps deserve to be trading at 35? not so sure. if microsoft starts to fail and intraday at one point broken through the 50, the leadership outside of semis i think the market would lose and be very upset about. >> semis saying earlier. tug-of-war between...
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May 22, 2024
05/24
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RUSSIA24
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microsoft strikes back and returns the title of the most... productive laptops on windows to computers, at least that’s what was stated at a rather unusual presentation, a whole bunch of announcements, right up to the reformatting of windows 11 itself, almost the beginning of a new era of personal computing, all this was presented very well a modest event that was not even broadcast, and this was a few hours before the start of the largest traditional microsoft build conference with its huge audience, what they wanted to say in this format is unknown, but the promised changes in the market are true... may be significant, they actually announced a new specification laptop, primarily with requirements for the performance of the neurocoprocessor, which was called copilot + pc. let me remind you that initially microsoft called a copypilot a neural network that helped programmers create code, the name later spread to other tools based on large language models. in general, now we are talking about the fact that numerous specialized generative neural networks are built into windows 11, for
microsoft strikes back and returns the title of the most... productive laptops on windows to computers, at least that’s what was stated at a rather unusual presentation, a whole bunch of announcements, right up to the reformatting of windows 11 itself, almost the beginning of a new era of personal computing, all this was presented very well a modest event that was not even broadcast, and this was a few hours before the start of the largest traditional microsoft build conference with its huge...
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May 12, 2024
05/24
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KNTV
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so we've asked the regulatory agencies to act now to issue guidance and clarity for google, microsoft and anyone else. these are the rules of the game. we've got andy. we've got antitrust rules already in place . we can see how this is going to play out. don't go there because it's not fair and we're not going to permit it. and if you do go there, we're going to come after you right away. do you think you're going to be successful? i think for the first time in a couple of generations, we've got strong antitrust enforcers at the federal in the federal government. i think they're going to look hard at this problem. and i'm hopeful that they're going to be able to take some proactive measures. robert weissman, i appreciate your time. it is indeed a serious problem that a lot of people just haven't begun to grasp. robert weissman is the president of public citizen. thank you for being with us and press here. we'll be back in just a moment. snags mobile showroom means smg comes to you. smg comes to me. smg comes to you to my house. just one call to smg. carpet and they'll bring the area's
so we've asked the regulatory agencies to act now to issue guidance and clarity for google, microsoft and anyone else. these are the rules of the game. we've got andy. we've got antitrust rules already in place . we can see how this is going to play out. don't go there because it's not fair and we're not going to permit it. and if you do go there, we're going to come after you right away. do you think you're going to be successful? i think for the first time in a couple of generations, we've...
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May 17, 2024
05/24
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FBC
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microsoft and google, micr, microsoft has 14 billiont quarter, 12 billion last quarter. it is a scale game with a lot of competition at that level. stuart: thanks for joining us. see you later. lauren is looking at the movers. microsoft is moving down. lauren: a great story from the wall street journal. they plan to put the new call of duty a video game on their subscription service, used to be if you want it you buy it, that would be a huge shakeup of microsoft's strategy. now they own it, the deal has cleared. activision is the maker of call of duty, a huge franchise, lifetime revenue of $30 billion and you have to subscribe to get it. that's a game changer. stuart: stock is down. lauren: bank of america double upgraded, price target $24. retail engagement that peaked three years ago and declined and came back a little bit is all good for robin hood. very bullish on them. a double upgrade, robin hood stock is up 7%. stuart: cracker barrel is different. lauren: stock is down 15%. they cut the dividend or to their restaurant and brand overhaul. stuart: stock is down 14%,
microsoft and google, micr, microsoft has 14 billiont quarter, 12 billion last quarter. it is a scale game with a lot of competition at that level. stuart: thanks for joining us. see you later. lauren is looking at the movers. microsoft is moving down. lauren: a great story from the wall street journal. they plan to put the new call of duty a video game on their subscription service, used to be if you want it you buy it, that would be a huge shakeup of microsoft's strategy. now they own it, the...
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May 21, 2024
05/24
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FBC
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liz: joe loans day. >>> microsoft not just back -- packing etc. new pcs with a.i., it's showing off the use of its company if oncan co-pilot in that minecraft video game. what's gaming giant ea doing to grab gamer, and is a.i. going to be a huge part of its playbook? the president of ea sports is joining us next. after a boffo 95 month to date runup, video retailer gamestop pulling back by another3.6% right now. we are coming right back after this. dow jones industrials up 55 points. ♪ (♪) at enterprise mobility, we never stop looking for new mobility solutions. because sometimes the best road forward, is the one you didn't expect. (♪) we love being outside, but the sun makes our deck and patio too hot to enjoy. now thanks to our new sunsetter retractable awning, we can select full sun or instant shade in just 60 seconds. it's 20 degrees cooler under the sunsetter and we get instant protection from harmful uv rays and sun glare. for pricing starting at less than $1,000, transform your outdoor living space into a shaded retreat your family wi
liz: joe loans day. >>> microsoft not just back -- packing etc. new pcs with a.i., it's showing off the use of its company if oncan co-pilot in that minecraft video game. what's gaming giant ea doing to grab gamer, and is a.i. going to be a huge part of its playbook? the president of ea sports is joining us next. after a boffo 95 month to date runup, video retailer gamestop pulling back by another3.6% right now. we are coming right back after this. dow jones industrials up 55 points....
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May 22, 2024
05/24
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RUSSIA24
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microsoft strikes back and returns the title of the most productive laptops on windows to computers, at least that’s what was stated at a rather unusual presentation, a whole announcement, right down to reformatting in windows 11 itself, almost the beginning of a new era of personal ones. numbers all this was presented at a very modest event, which was not even broadcast, and this was a few hours before the start of the largest traditional microsoft build conference with its huge audience. what did you want to say? it is unknown in this format, but the promised changes in the market could indeed be significant; in fact, they announced a new laptop specification primarily with requirements for the performance of the neuroso processor, which was called copilot plus pc, let me remind you that it was originally copilot in microsoft called the neural network, which helped programmers create moves, later this name spread to other tools based on large language models, in general, now we are talking about the fact that numerous specialized... operational neural networks built into windows
microsoft strikes back and returns the title of the most productive laptops on windows to computers, at least that’s what was stated at a rather unusual presentation, a whole announcement, right down to reformatting in windows 11 itself, almost the beginning of a new era of personal ones. numbers all this was presented at a very modest event, which was not even broadcast, and this was a few hours before the start of the largest traditional microsoft build conference with its huge audience....
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May 28, 2024
05/24
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FBC
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stuart: microsoft to $500 a share. again, make your case. >> here's the deal with this one, this is a. a.i. into every product suite they've got, legacy contracts. the case use for this at the beginning was really generative a.i., now we're a going to talk about infriend if, a.i.x this is going to play to both microsoft and nvidia. again, this is a massive if you spend x on moth or nvidia, you get y in term of your own output. that's where companies are going to find it's a trillion dollar opportunity every year, maybe multiple trillions. stuart: it looks like the market is in rally mode, the beginnings of maybe a summer rally mode. does it continue? >> i think so. i think the risk, of course, is now that we've got through most of the earnings, that somebody at the fed is going to take the microphone again saying they want quarters of data before we have to talk about a rate cut. to me, this is headline risk until we get into at earnings cycle. stuart: okay, all good stuff. nvidia with at $2,000, microsoft if at $500,
stuart: microsoft to $500 a share. again, make your case. >> here's the deal with this one, this is a. a.i. into every product suite they've got, legacy contracts. the case use for this at the beginning was really generative a.i., now we're a going to talk about infriend if, a.i.x this is going to play to both microsoft and nvidia. again, this is a massive if you spend x on moth or nvidia, you get y in term of your own output. that's where companies are going to find it's a trillion...