SFGTV: San Francisco Government Television
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Apr 28, 2024
04/24
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and i think you heard about and a half the mag nificent seven, apple, microsoft and tesla and we'll talk more about it. but what is remarkable, the mark up of those companies is greater than the combined market of canada and u.k. and japan which is remarkable and had a great influence over the markets in 2022. we'll talk about our performance, we're pleased with our performance because we don't have all our eggs in that market. we performed well. 23, treasuries are up 4 percent or 4.2 percent. and now public equity is up 24 percent. and gil, a lo and han will dive into performance. and i'll talk about initiative before i hand it over to the teams here. i mentioned our experience in 2022, we spent a good portion of our 2023 reevaluating our themes and approaches and underline managers and working closely with our colleagues, at maqita sorry that was horrible, at merser, in public equity in particular. in public equity, we had a tough year in 2022 and what it caused to reevaluate some of our themes and approaches. certain styles, oar we will many so we'll evolving and will evolve our portf
and i think you heard about and a half the mag nificent seven, apple, microsoft and tesla and we'll talk more about it. but what is remarkable, the mark up of those companies is greater than the combined market of canada and u.k. and japan which is remarkable and had a great influence over the markets in 2022. we'll talk about our performance, we're pleased with our performance because we don't have all our eggs in that market. we performed well. 23, treasuries are up 4 percent or 4.2 percent....
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Apr 27, 2024
04/24
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if you remember, the biggest monopoly case in the world was the one that actually installed microsoft windows on personal computers all over the world, every personal computer you bought. windows was installed and this. a clear example of exclusivity, and at that time he stopped saying that i can only use windows windows doesn't give me any other choice, for example, on the internet browser, this means abuse of the monopoly in transportation, when one transportation method is 5 % of the total transportation that is happening , this means that people have the right to choose, the right to choose comes from sir, i want to go to work to take a snap. let me see the price. it is high. my right to choose is to go with my own car. my right to choose is to go to the street and catch the bus. my right to choose is to call the same internet taxi or go to get a taxi. when people have the right to choose, it cannot be said in any way. that this market is exclusive and by the way, a very interesting point is that the pricing is not based on what the internet taxi company wants, contrary to mr. atz
if you remember, the biggest monopoly case in the world was the one that actually installed microsoft windows on personal computers all over the world, every personal computer you bought. windows was installed and this. a clear example of exclusivity, and at that time he stopped saying that i can only use windows windows doesn't give me any other choice, for example, on the internet browser, this means abuse of the monopoly in transportation, when one transportation method is 5 % of the total...
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Apr 27, 2024
04/24
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so as we think about the growth and development in the fact that microsoft is already in our pockets and they will search on millions, and millions of people will have that upscale time that social media has had historic way. it is incumbent on all developers who have the appropriate tools for their first and third parties. >> i will open it up to questions in a second. one more question, we talked about to some extent civil society, regulators government. what's the role of journalists in the coming election? i have a pet theory that at some point, the information environment comes bad enough that people have to turn back to something like authoritative sources or professionals who are willing to sign their names to things because they know they can not leave anything they see without someone telling them it is trustworthy, even if it were polarized on who is trustworthy or not, or at least turn to someone accountable, but i'm interested broadly, what are the and opportunities that our first big ai election presents for professional journalists? how should they be preparing themselv
so as we think about the growth and development in the fact that microsoft is already in our pockets and they will search on millions, and millions of people will have that upscale time that social media has had historic way. it is incumbent on all developers who have the appropriate tools for their first and third parties. >> i will open it up to questions in a second. one more question, we talked about to some extent civil society, regulators government. what's the role of journalists...
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Apr 27, 2024
04/24
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these include microsoft, amazon, and google. those attending new york university want the closure of their schools tel aviv campus calling it discriminatory students. that yale cornell and university college london has been asking their schools to cut ties with weapons manufacturers, including lockheed martin. they accuse a companies of profiting from israel as for well to discuss all this, i'm not joined by laurie brand, who is a professor of political science international relations and middle east studies at the university of southern california. thank you very much for talking to us and joining us on algae 0. i'll ask you about what's happening at us see a very shortly because if cancel the graduation there because of the protests, but i just wanted to get your thoughts 1st about why you think we're seeing such a huge momentum. now, with these protests, not just in the us, but in london us, we see what do you think is leading to this renewal of these on time all protests? is it the mass, the rest that we've seen faces like a
these include microsoft, amazon, and google. those attending new york university want the closure of their schools tel aviv campus calling it discriminatory students. that yale cornell and university college london has been asking their schools to cut ties with weapons manufacturers, including lockheed martin. they accuse a companies of profiting from israel as for well to discuss all this, i'm not joined by laurie brand, who is a professor of political science international relations and...
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Apr 27, 2024
04/24
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it was good to see good numbers from microsoft and alphabet. that keeps the artificial intelligence and narrative it going for at least some of the quarter. that is helpful. think of investors seem nervous about the economic data point is because the market is pretty pricey things he should be perfect for his nice to see them looking earnings just with the government is doing. what are you looking ahead at next week because question gonh the earnings season who is going to beat by just enough to make it happy? lexi next week we will get results from amazon and apple and tackle get hershey, i hope and food were going to eli lilly for drugs. >> alright so megan higher narrative jack said might've upset stocks a little bit certainly upsets people who want to buy a house. what's happening in housing market? >> we've seen a mortgage at rates expanded substantially since march. they have risen to nearly seven-point to percent the past week according to freddie. >> and unfortunately the 10 year treasury yield to suggest more unpleasantness is along fo
it was good to see good numbers from microsoft and alphabet. that keeps the artificial intelligence and narrative it going for at least some of the quarter. that is helpful. think of investors seem nervous about the economic data point is because the market is pretty pricey things he should be perfect for his nice to see them looking earnings just with the government is doing. what are you looking ahead at next week because question gonh the earnings season who is going to beat by just enough...
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Apr 27, 2024
04/24
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she got on the stand and she told the jury that in his microsoft outlook contacts he has information for karen mcdougal and stormy who we assume to be stormy daniels. why would you say that matters? maybe they were apprenticed contacts but for someone who is trying to stiff on these women for so long as the stories came out, again to show the jury, or no, they were close enough that they were in his outlook contact . in his rolodex. and again, hearing from somebody who is like the ultimate insider. i think at one point they sort of had an intimate sort of gesture moment as she was leaving the stand. they locked eyes and this is somebody who we trust and is valuable to him. but here's the thing, guys. her legal bills are being paid by the trump organization. >> and it was striking to me as i was reading the transcript, her testimony seemed restricted. they asked for specific things and then got her off. it wasn't a situation where they were going expensively. >> i think they wanted to establish something specific and that was about stormy daniels and she was potentially , she obviousl
she got on the stand and she told the jury that in his microsoft outlook contacts he has information for karen mcdougal and stormy who we assume to be stormy daniels. why would you say that matters? maybe they were apprenticed contacts but for someone who is trying to stiff on these women for so long as the stories came out, again to show the jury, or no, they were close enough that they were in his outlook contact . in his rolodex. and again, hearing from somebody who is like the ultimate...
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Apr 27, 2024
04/24
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these include microsoft, amazon, and google. those attending new york university want the closure of the school's telling these campus, cooling it, discriminant, tree students. so yeah, oh cool. now and university college long that have been asking that schools to cut ties with weapons manufacturers including lucky mos in a say. these companies are profiting from israel as war. meanwhile, us on it's a bunny saunders is criticized these writing 5 minutes to benjamin netanyahu for a long see made about the student protests in the us. that's and you all who describe the demonstrations as horrific saying that campuses had been taken over by close on to submit take mumps. this was song his response. you know, mr. that's in yahoo. it is not anti semitic, or pro, from us to point out that in a little over 6 months, your extreme is government has killed $34000.00 pounds of citizens and wounded more than 78070 percent. the form of women and children. it is not anti semitic to point out that your bombing has completely destroyed more than
these include microsoft, amazon, and google. those attending new york university want the closure of the school's telling these campus, cooling it, discriminant, tree students. so yeah, oh cool. now and university college long that have been asking that schools to cut ties with weapons manufacturers including lucky mos in a say. these companies are profiting from israel as war. meanwhile, us on it's a bunny saunders is criticized these writing 5 minutes to benjamin netanyahu for a long see made...
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Apr 27, 2024
04/24
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the world used to install microsoft windows on personal computers , every personal computer you buy, the windows method it was installed, and this is a clear example of monopoly, and at that time, it was prevented by saying that if i can only use windows, and windows does not give me any other choice, for example, on the internet browser, this means abusing the monopoly in time transportation. one method of transportation is 5% of the total transportation that is happening. this means that people have the right to choose. the right to choose comes from the fact that, sir, i want to go to work. i will take snap to see the price. my right to choose is to go with my own car. it is my right to choose. as you said, if i go to the street and catch the bus, my choice is to take the same taxi should i call or go to get a taxi online, when people have the right to choose, it cannot be said that this market is exclusive, and by the way, a very interesting point is that the pricing is contrary to the order of mr. atziri, based on what the internet taxi company wants, it does not set the price.
the world used to install microsoft windows on personal computers , every personal computer you buy, the windows method it was installed, and this is a clear example of monopoly, and at that time, it was prevented by saying that if i can only use windows, and windows does not give me any other choice, for example, on the internet browser, this means abusing the monopoly in time transportation. one method of transportation is 5% of the total transportation that is happening. this means that...
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Apr 27, 2024
04/24
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using technology going for them to develop like microsoft and brag about ai and the technology having to use three seconds of a voice sample and going to assimilate founderser and faster and had dreams of data and massive data sets to never find accurate algorithms. will: never going to know what's real. even a phone call coming into it. how do e with know what's real. other bcps employees are named in the charging document and they'll follow all system procedures for investigating their involvement. byte dance says it is now going to -- i believe their latest statement is they're not going to sell tiktok in response to legislation and they have to divest the very popular social media app but byte dance said this unconstitutional law of tiktok is every place we challenge in court and we believe the facts and the large side ultimately prevail and we invest billions to keep u.s. data safe. they'd rather shut it down. jowski americans need to ask why they'd rather shut it down than make millions and billions on the sale. it's a propaganda act and all of our research efforts at this point
using technology going for them to develop like microsoft and brag about ai and the technology having to use three seconds of a voice sample and going to assimilate founderser and faster and had dreams of data and massive data sets to never find accurate algorithms. will: never going to know what's real. even a phone call coming into it. how do e with know what's real. other bcps employees are named in the charging document and they'll follow all system procedures for investigating their...
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Apr 27, 2024
04/24
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NTV
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microsoft shares were up almost 2% after a good quarterly report. but most importantly, by more than 10%. the ruble is also not yet in the mood to go anywhere; its slight weakening may be explained by the fact that russians are buying foreign currency before the may holidays. the dollar at these minutes is 91.76, the euro is 98.30. julia, that's all for me. thank you, this was marina pimenova with an economic review. exactly 50 years ago, on april 27, 1974, the first komsomol members went straight from the kremlin to build the baikal-amur. i was summoned to the department of the central committee of working youth and they said: you will be the commander of the detachment, and you will report to leonid ilich brezhny. as a result, he will spend all 10 years on bama. in october 84 he will take part in the docking of the golden link that connected the eastern and western sections of the highway, in 74 from the ship nabam the first detachment arrived at the beginning of summer, there was taiga all around, no roads, no houses, at first only... and it was
microsoft shares were up almost 2% after a good quarterly report. but most importantly, by more than 10%. the ruble is also not yet in the mood to go anywhere; its slight weakening may be explained by the fact that russians are buying foreign currency before the may holidays. the dollar at these minutes is 91.76, the euro is 98.30. julia, that's all for me. thank you, this was marina pimenova with an economic review. exactly 50 years ago, on april 27, 1974, the first komsomol members went...
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Apr 27, 2024
04/24
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so what would the implications be of such a boy called movement touching giants like google, amazon, microsoft, us. some of the, the applications will be significant, especially on the longer them if the moment them keeps going when it comes to this . but for me, the human factor is the most significant factor. let's see who. busy the students, besides students of ibd universities, elite universities, most of them, these are the diverse, it is the but provide the 5 find the phone please. for the same companies, we're talking about the future of either of these companies. so it's a cryptic conjunction with talking about the significance of and to see this, i believe universities, the billing, i guess, the stablish with, i guess the corporate service might not be confined to face students. so successful . this kind of a boy called divestment effort might not be confined entirely to classrooms and universities if they succeed. of course, of course, because the higher the quarter looked at the with the workforce with the economy. so and, and when we see students who stand on principle values on id
so what would the implications be of such a boy called movement touching giants like google, amazon, microsoft, us. some of the, the applications will be significant, especially on the longer them if the moment them keeps going when it comes to this . but for me, the human factor is the most significant factor. let's see who. busy the students, besides students of ibd universities, elite universities, most of them, these are the diverse, it is the but provide the 5 find the phone please. for...
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Apr 27, 2024
04/24
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morning to you at home —— first microsoft while some have blue skies and frost underfoot, other areas are seeing grey cloud and paddle. it has been pushing its way steadily northwards, the cloud, and through the course of the weekend, we are going to see rain at times. it is still going to feel chilly so temperature is below average for this stage in april. if you are after a bit of warmer weather, you mightjust see it through next week but things really are remaining very unsettled, no pressure never too far away, this morning it is down towards the south around the bay of biscay. this first front that has been ringing rain, pushing across parts of east anglia, towards south wales at the moment. to the north of that, under those clear skies, still a few showers specially across north—west scotland but a cold start. temperature is —44 parts of scotland, northern england, northern ireland as well. further south, we have that area of cloud, the rain becomes fairly light as patchy as it pushes across the midlands into lincolnshire for instance. the next area of rain you can sit here
morning to you at home —— first microsoft while some have blue skies and frost underfoot, other areas are seeing grey cloud and paddle. it has been pushing its way steadily northwards, the cloud, and through the course of the weekend, we are going to see rain at times. it is still going to feel chilly so temperature is below average for this stage in april. if you are after a bit of warmer weather, you mightjust see it through next week but things really are remaining very unsettled, no...
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eric, i buy it the more swaying, 37 years dog drive. chillik along with one of our that's not i was microsoft. of course the trailer span that we could buy them so i didn't want to buy. right. mm hm. yeah for. 2 much that's what i want to move over here, but it now is particularly that group didn't come around quite inflate them over the place. crazy. nice not aggressive. is it? absolutely. i'd rather solution an issue with the much just isn't good that the so thinking we will send you the wrong. i'm pretty good. feel understood where so what i'll send you when you are still at the trip with us. what do you mean by speeds? they're still going yes, sort of the and welcome back to direct impact on re sanchez. by the way, i was just talking to george about the situation in latin america and liquid pops up. we've got some video coming in. these are scenes from the streets of bolivia. look at this the so apparently what's going on here. once again in bolivia, hundreds of teachers took to the streets of la pas are protesting against forced retirement. the teachers also demanded the government of pr
eric, i buy it the more swaying, 37 years dog drive. chillik along with one of our that's not i was microsoft. of course the trailer span that we could buy them so i didn't want to buy. right. mm hm. yeah for. 2 much that's what i want to move over here, but it now is particularly that group didn't come around quite inflate them over the place. crazy. nice not aggressive. is it? absolutely. i'd rather solution an issue with the much just isn't good that the so thinking we will send you the...
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Apr 27, 2024
04/24
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trump's old microsoft contacts list, showing injuries -- showing injuries for stormy daniels and karen mcdougal, complete with phone numbers. when trump's lawyers get the chance to cross-examine rhona graff, they really didn't rebut what the prosecution had established, which was that donald trump was in contact with stormy daniels and karen mcdougal. instead the defense was quick to offer multiple reasons as to why trump might have been in contact with the two women. reasons, by the way, that have nothing to do with having an affair. for example they ask of trumpet been considering stormy daniels as a potential contestant on the celebrity apprentice, to which graff replied, it was part of the office chatter. it is worth remembering, donald trump is not on trial for cheating on his wife. trump's lawyers do not have to convince the jury that trump was just friends or whatever with stormy daniels and karen mcdougal because having an affair with an adult film actress or playboy model is not illegal. but donald trump himself still publicly denies that those affairs took place, even though
trump's old microsoft contacts list, showing injuries -- showing injuries for stormy daniels and karen mcdougal, complete with phone numbers. when trump's lawyers get the chance to cross-examine rhona graff, they really didn't rebut what the prosecution had established, which was that donald trump was in contact with stormy daniels and karen mcdougal. instead the defense was quick to offer multiple reasons as to why trump might have been in contact with the two women. reasons, by the way, that...
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Apr 27, 2024
04/24
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also on the board are microsoft ceo and alphabet ceo sundar pichai. still ahead, honoring a fallen oakland police officer, the emotional memorial service that remembered an officer whose death followed an injury while on the job. plus, replanting after a wildfire is expensive. how a new company is encouraging wall street to invest in the woods. i'm cynthia pimentel in for jeff ranieri. we've got some busy roads out in fremont and some windy conditions as well as out there in sfo. we'll talk about what the weekend has in store if y'reou a final farewell to bay area icon cecil williams, who passed away on monday. a celebration of his life will take place at san francisco's glide memorial church on sunday, may 12th, beginning at 1 p.m. the 94 year old co-founded glide memorial. it was known as a champion of racial equality, lgbtq rights and helping the poor. for more information on his memorial service, you can visit glide's website. an oakland police officer remembered today for his dedication and commitment to serving the community. today hundreds of f
also on the board are microsoft ceo and alphabet ceo sundar pichai. still ahead, honoring a fallen oakland police officer, the emotional memorial service that remembered an officer whose death followed an injury while on the job. plus, replanting after a wildfire is expensive. how a new company is encouraging wall street to invest in the woods. i'm cynthia pimentel in for jeff ranieri. we've got some busy roads out in fremont and some windy conditions as well as out there in sfo. we'll talk...
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Apr 27, 2024
04/24
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stocks finished the week on a high note as a result of positive results from ai competitors microsoft and alphabet. >> secretary of state antony blinken wrapped up his trip to china today with a sit down with president xi jinping. blinken raised a number of concerns, including artificial intelligence and chemicals, to make fentanyl originating from china. the main point of the trip was to warn china against support for russia in its war against ukraine. communication between the us and china appears to be getting better, but some white house critics think it is all for show. >> this is talk for the sake of talk and frankly, i think the biden administration is just hoping they can get through the next handful of months without something exploding in asia. in the same way it has in the middle east and in europe. >> the potential tiktok ban in the us did not come up between the two leaders, despite the ticking clock for the app's chinese parent company to sell some promising signs when it comes to the health of king charles, buckingham palace announced the king will resume public engagem
stocks finished the week on a high note as a result of positive results from ai competitors microsoft and alphabet. >> secretary of state antony blinken wrapped up his trip to china today with a sit down with president xi jinping. blinken raised a number of concerns, including artificial intelligence and chemicals, to make fentanyl originating from china. the main point of the trip was to warn china against support for russia in its war against ukraine. communication between the us and...
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Apr 26, 2024
04/24
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CNBC
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microsoft has been an alpha dog in the market for ages. ever since iphone sales stalled and critics dismissed it as a no growth company. the artificial intelligence gave the azure cloud division a 7% boost. that is incredible. that is open ai and chat gpt. by the way, pretty soon it will come to your pc. maybe july or august. we know these companies are making fortunes, but we often have to be reminded why that is happening. it's in large part because of the solutions made possible by the ceo of nvidia. i don't know how many of you remember the movie field of dreams? if you build it they will come. it was fiction. if you build a baseball diamond in a cornfield there's no way actual baseball stars would show up. you know what? jensen pulled a, if you build it they will come story. he built chips to build video games better which quickly became much faster than everything else on the market. for several years they languished as the non- promotional ceo. then one day his friend sam altman came to play ball. the rest was fantasy because it can
microsoft has been an alpha dog in the market for ages. ever since iphone sales stalled and critics dismissed it as a no growth company. the artificial intelligence gave the azure cloud division a 7% boost. that is incredible. that is open ai and chat gpt. by the way, pretty soon it will come to your pc. maybe july or august. we know these companies are making fortunes, but we often have to be reminded why that is happening. it's in large part because of the solutions made possible by the ceo...
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Apr 26, 2024
04/24
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and on wall street, strong earnings at microsoft and alphabet pushed the stock market higher. the dow jones industrial average gained 153 points to close at 38,239. the nasdaq rose 316 points. the s%p 500 added 51. still to come on the "newshour," the connection between forced north korean labor and the seafood that ends up on american plates. david brooks and jonathan capehart weigh in on the week's political headlines. musician jon bon jovi on the new docuseries capturing the highs and lows of his grammy award-winning band's four decades together. >> this is the pbs newshour from weta studios in washington, and in the west from the walter cronkite school of journalism at arizona state university. amna: this week, jews around the world are observing passover, the festival of liberation, that marks the historic exodus from ancient egypt. but this year, joy is tempered with loss and trauma. more than 160,000 israelis will mark the holiday, while displaced from their homes. still, others have empty chairs at the dinner table. their loved ones still held captive by hamas. ali rog
and on wall street, strong earnings at microsoft and alphabet pushed the stock market higher. the dow jones industrial average gained 153 points to close at 38,239. the nasdaq rose 316 points. the s%p 500 added 51. still to come on the "newshour," the connection between forced north korean labor and the seafood that ends up on american plates. david brooks and jonathan capehart weigh in on the week's political headlines. musician jon bon jovi on the new docuseries capturing the highs...
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Apr 26, 2024
04/24
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CNBC
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microsoft didn't close on the highs. a lot of stuff gave back a little bit of ground those are great headlines. next week we've got a fed meeting, a payroll number on friday, a lot of dynamics for the macro that i think could change how good everybody feems. where were we last friday? >> you see a pullback in the markets. you see a pullback in nvidia but you see rates going higher, you still buy nvidia >> yes, i think ultimately -- and there is a bid below nvidia less than there is a bid -- it's got more of a bid to it on a dip than the market does right here. >> i think the market is going to pull back i'm staying with i think we're going to test that 200 day which is 4690 in the s&p very rarely do you tap the 50 and then not go through the 100, down to the 200 to test the 200. i feel as if -- i've been positive on the market i feel as if even the bulls would like a status check on the market because i'm not saying this is going to be a long-term test, i think we're going to test it and rebound. >> it was a little bit s
microsoft didn't close on the highs. a lot of stuff gave back a little bit of ground those are great headlines. next week we've got a fed meeting, a payroll number on friday, a lot of dynamics for the macro that i think could change how good everybody feems. where were we last friday? >> you see a pullback in the markets. you see a pullback in nvidia but you see rates going higher, you still buy nvidia >> yes, i think ultimately -- and there is a bid below nvidia less than there is...
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Apr 26, 2024
04/24
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microsoft and alphabet put out a good print last night. and it's like meta never happened maybe it didn't happen it's all in the metaverse. nothing's real >> meta happened people ask when does volatility come to markets. it's almost always the result of policy uncertainty we're grappling with policy uncertainty here, and we should expect some swings but ultimately i come back to the idea that peak inflation, peak interest rates, peak tightening all favor stocks over the subsequent years and that's certainly been the case since inflation peaked in june 2022 and since the fed was done raising rates -- >> we'll call it wbi, wonky but interesting. do we care about the u.s. dollar it's soaring we should do a show on the japanese yen do we care that the dollar's up? or do we just care that the momentum's there, the stock buyers are there, consumers, to your point, are still there? >> broadly i think those things matter i don't think you can discount the dollar it's going to affect certain areas of the market more so than others we're in this per
microsoft and alphabet put out a good print last night. and it's like meta never happened maybe it didn't happen it's all in the metaverse. nothing's real >> meta happened people ask when does volatility come to markets. it's almost always the result of policy uncertainty we're grappling with policy uncertainty here, and we should expect some swings but ultimately i come back to the idea that peak inflation, peak interest rates, peak tightening all favor stocks over the subsequent years...
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Apr 26, 2024
04/24
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microsoft, you can see, near the top of the blue chips. in fact, much of the dow is in the green right now. but intel, that is a huge sore spot on the session. it is the biggest laggard by a long shot. right now it is down after the chip maker posted a first quarter sales miss and gave a weak forecast on sluggish chip demand. intel is alone -- is also, rather, one of the biggest losers on the nasdaq and s&p 500. you can see it's down close to 10%. and as a investors weigh odds of higher for longer rates, "the wall street journal" is reporting that trump advisers are considering plans to dramatically revamp the federal reserve. so we've got a lot to discuss. let's get right to the floor show. joining me now is geltrude and company founder dan geltrude and the cow guy in my favorite suit on television, scott shellady. [laughter] i always love to see it of you're outdepress dressing -- outdressing me today. scott, we had that pce number hotter than expected, but it kind of feels it's not as bad as it could have been especially after we saw th
microsoft, you can see, near the top of the blue chips. in fact, much of the dow is in the green right now. but intel, that is a huge sore spot on the session. it is the biggest laggard by a long shot. right now it is down after the chip maker posted a first quarter sales miss and gave a weak forecast on sluggish chip demand. intel is alone -- is also, rather, one of the biggest losers on the nasdaq and s&p 500. you can see it's down close to 10%. and as a investors weigh odds of higher for...
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Apr 26, 2024
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it was different in alphabet and microsoft last night microsoft had an interesting answer to this capex problem right now demand is outstripping the supply of ai capabilities. we will spend oodles and oodles of cash on this. >> when they say demand is outstripping supply, does that mean companies are going to them saying here is how we think ai could help us. and google says we don't have the application to put that in but we could invest and build it >> sort of it's mostly happening in the cloud, especially with open ai because of the relationship between microsoft and open ai. when people go to open ai and use their technology for their own apps, for their own services, for their own chat bots, so much is running on the microsoft azure cloud. next weekly will get a different story. amazon will probably be caulking about capex. in fact, they announced it yesterday. probably to get ahead of the negative reaction meta had but they're also being very aggressive with their buildout apple is a completely different story. we don't know where they fit into this ai picture how much of that is
it was different in alphabet and microsoft last night microsoft had an interesting answer to this capex problem right now demand is outstripping the supply of ai capabilities. we will spend oodles and oodles of cash on this. >> when they say demand is outstripping supply, does that mean companies are going to them saying here is how we think ai could help us. and google says we don't have the application to put that in but we could invest and build it >> sort of it's mostly...
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Apr 26, 2024
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tyler, golly, microsoft, they're spending the cash. but, you know, so is pet that. meta's getting punished for it, microsoft being rewarded for it. what's that all about? >> well, i think the main difference is microsoft has a proven if track record in spending cap-x, right? they weren't trying to do the met verse, they have great distributioned models to sell these services to enterprise companies. we view cap-x as a signal of strength, as a signal of future a.i. demand. so we're thinking they might spend $70 billion next year on cap-x, maybe 80 if things really take off. charles: wow. how are you going to -- they going to buy back their stock if that i do that? [laughter] -- if they do that? charles: we had a screen up a moment ago while you were talking, and it's just sort of amazing in my mind because, listen, we want these companies to invest the sort of money, cap-x, but this is the copse traited s&p 500 cap-x, and you can see just the top 10 companies, 29 of the s&p, you know, cap-x, 54% of r&d. it's like, you know, i love entrepreneurship, i lo to see someon
tyler, golly, microsoft, they're spending the cash. but, you know, so is pet that. meta's getting punished for it, microsoft being rewarded for it. what's that all about? >> well, i think the main difference is microsoft has a proven if track record in spending cap-x, right? they weren't trying to do the met verse, they have great distributioned models to sell these services to enterprise companies. we view cap-x as a signal of strength, as a signal of future a.i. demand. so we're...
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these include microsoft, amazon, and google, new york university students, one of the closure of the schools tel aviv compass students in yale and cornell, have been asking the schools to come ties with weapons manufacturers, including lockheed martin students. we've just seen them that in paris. so occupying the campus of this science po, university, demanding the institution issue, a quote, clear condemnation of his rouse actions that some producer of a quin now he's the executive director of the scholars at risk that work has been defended. non for profit corporation based in new york university, which seems to protect scholars. and of course the freedom to think i'm question and indeed share ideas. if i won't welcome to you. so students have different universities may, as i mentioned, that being demanding, slightly different things. if they have institutions, what would you say was the overall can feature looking demonstrations across the us and now your a well, 1st thank you for having me. i would say the overarching features that we have the most diverse generation of young peo
these include microsoft, amazon, and google, new york university students, one of the closure of the schools tel aviv compass students in yale and cornell, have been asking the schools to come ties with weapons manufacturers, including lockheed martin students. we've just seen them that in paris. so occupying the campus of this science po, university, demanding the institution issue, a quote, clear condemnation of his rouse actions that some producer of a quin now he's the executive director of...
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alphabet and microsoft shares popping after both companies beat on the top and bottom lines. the tech giants emphasizing the growth of their respective ai businesses, but that does come at a big cost. microsoft's capex jumped 79% steveco vak joins us with more >> we were talking about the montization stories, and it's clear what we heard yesterday, it's the very early days, not a lot of disclosure, just some promising nuggets of information showing both companies could be on the cusp of something big here microsoft, ai sales showed up in the azure cloud unit, printing 7 points to the revenue growth, up from 6% quarter over quarter but that's where the ai story ends at microsoft. there's lots of mushy talk from the ceo on co-pilot, but at the end of the day, we have no idea how well it's selling. he did throw us something here and said a handful of companies that bought at least 10,000 subscriptions for co-pilot as for google and alphabet, the ceo shot back at the idea google's core search business was under threat from chat bot search ends. he said -- >> he said google will m
alphabet and microsoft shares popping after both companies beat on the top and bottom lines. the tech giants emphasizing the growth of their respective ai businesses, but that does come at a big cost. microsoft's capex jumped 79% steveco vak joins us with more >> we were talking about the montization stories, and it's clear what we heard yesterday, it's the very early days, not a lot of disclosure, just some promising nuggets of information showing both companies could be on the cusp of...
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they have some names like microsoft that they will make chips for. it is a backlog because it is not yet real. these are technologies on the production side that come into force next year. and every quarter is a similar story. like many ceos, the message from pat gelsinger is trust me and bear with me, it is coming. sonali: we will bear with you, we hope you're bearing with everyone else. that is ed ludlow. very busy week for that man. more tech earnings next week, as well. coming up on today's wall street beat. we go to the mining industry. elliott boosted stake in anglo american after they dropped a takeover bid. we will talk about that. this is bloomberg. ♪ everis spent on golf? life nah. sinking putts? the only thing sinking is my savings... there's the kid's braces and my parents to care for. i'm gonna caddy forever. with empower, i get all my financial questions answered, so i don't have to worry. empower. what's next. sonali basak this is "bloomberg markets." i'm sonali basak. it is time for the wall street beat. we're looking at blackstone.
they have some names like microsoft that they will make chips for. it is a backlog because it is not yet real. these are technologies on the production side that come into force next year. and every quarter is a similar story. like many ceos, the message from pat gelsinger is trust me and bear with me, it is coming. sonali: we will bear with you, we hope you're bearing with everyone else. that is ed ludlow. very busy week for that man. more tech earnings next week, as well. coming up on today's...
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when i listen to google, microsoft, meta, google 90% cap x year over year microsoft 50%. tesla is going to buy 50,000 h-100s meta the same. what that tells me is they're still buying nvidia. i think jim is spot on and great to add to that position because it's over its 50 day it's bouncing at it. when their numbers come out, listening to these trillion dollar companies talk about the cap x spend, they're still going to nvidia. so i think nvidia will have another blow-out quarter and we got the stock back over a thousand if the stock participates in it as well. >> alphabet hitting a new all-time high after announcing its first ever dividend as well. we've got some ownership here around the desk. i guess, josh, let's start with you. what did you like about the quarter? there was so much really to pick from here. >> so there is two things here, courtney i want to talk about the optics, and i want to talk about the actual fundamentals. the optics around alphabet have been horrendous in recent months i'm a long-term shareholder and i had thought earlier this year that alphabet
when i listen to google, microsoft, meta, google 90% cap x year over year microsoft 50%. tesla is going to buy 50,000 h-100s meta the same. what that tells me is they're still buying nvidia. i think jim is spot on and great to add to that position because it's over its 50 day it's bouncing at it. when their numbers come out, listening to these trillion dollar companies talk about the cap x spend, they're still going to nvidia. so i think nvidia will have another blow-out quarter and we got the...
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>> if you look at microsoft and google, it is a two tear type of solution. ai is very prominent for example in large companies which i was talking to a fortune 25 company and they are all in, they've got a big organization, seeing it as a way to offset wages, improve efficiency in dealing with the consumer, the middle market companies i deal with, they can talk about it, they don't have the resources, they don't have the understanding or capability so you're saying a bifurcated approach, ai will be more successful than the ev program for sure because it is dealing with large corporations rather than consumers saying i am pretty happy with my internal combustion engine, about 300 million automobiles on the road, the average age of the auto industry is 12.6 years so they are saying no thank you, we are staying with. ibly10 so you see basically big large companies benefit the most from ai first and then trickle down there. bob and gary, thanks for the conversation, got to leave it there. china's president xi xinping issuing a warning while meeting with antony b
>> if you look at microsoft and google, it is a two tear type of solution. ai is very prominent for example in large companies which i was talking to a fortune 25 company and they are all in, they've got a big organization, seeing it as a way to offset wages, improve efficiency in dealing with the consumer, the middle market companies i deal with, they can talk about it, they don't have the resources, they don't have the understanding or capability so you're saying a bifurcated approach,...
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futures spiked as big tech names like alphabet and microsoft. >reed>company is set to pay its 1st ever quarterly cash dividend. investors will get 20 cents a share. in june, plus a boost from stock buybacks. the company says last quarter's revenue was 15% higher than a year earlier. one reason is a i, >>which also helped microsoft with a 17% revenue increase. so let's see where the markets are right now. and look, >reed>this is like a sigh of relief right yesterday. we saw the >>markets down at this hour and then it only got worse throughout the day. we are in positive. stained will have a wrap up today on our 3:00 broadcast. >reed>we're watching your wallet and we know this >>has impacts on your future. all of this is considered good news after a new governor the strong economy is showing some signs of weakness. >reed>commerce department >>says gdp only grew 1.6%. in the 1st quarter a slowdown quarters. quarter. still, economists say they're not worried. we ><<>are still seeing consumers >>spend they're just not spending at the same clip that t
futures spiked as big tech names like alphabet and microsoft. >reed>company is set to pay its 1st ever quarterly cash dividend. investors will get 20 cents a share. in june, plus a boost from stock buybacks. the company says last quarter's revenue was 15% higher than a year earlier. one reason is a i, >>which also helped microsoft with a 17% revenue increase. so let's see where the markets are right now. and look, >reed>this is like a sigh of relief right yesterday. we saw the...
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these include microsoft, amazon, and google. that was attending new york university wanted the closure of the school's tele vive compass cooling. discriminatory students to yale and cornell have been asking that schools to comp ties with weapons manufacturers, including lockheed martin accusing the companies of profiting from his round school students in paris. so, okay, buying the campus off the steps for university simonton institution issue a clear condemnation of his rouse actions. well, they have also being processed at university college london. so you're good to go as the support for the british capital, the and that has been undertaken by the university college, london. we're not just to arrange other action is but also occupations as well. they recently also has a 30 full day occupation in one of the buildings as well. but with this particular demonstration, they all cooling a full e c o 2, we think, and in fact, it's research collaboration, drones companies such as b a, e and the last page. this is paul the loan. uh, s
these include microsoft, amazon, and google. that was attending new york university wanted the closure of the school's tele vive compass cooling. discriminatory students to yale and cornell have been asking that schools to comp ties with weapons manufacturers, including lockheed martin accusing the companies of profiting from his round school students in paris. so, okay, buying the campus off the steps for university simonton institution issue a clear condemnation of his rouse actions. well,...
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ed: microsoft and google post strong results. caroline: jeff bezos and andy jassy deleting chaps amid an antitrust probe. let's check in on these markets. this is a macro picture on the day and some earnings galvanizing a drive higher. nasdaq up more than 2% then. we see the core pce that the fed so loves coming in line. we are not calling, but we are not exceeding expectations. the market is relieved and we are seeing about of good, healthy increase in certain stocks. a 10 year yield dives down onto the back of that pce number. even though we see bonds indeed rallying coming yields falling lower, the dollar still resilient against the japanese yen. will we see intervention from the boj? moving on, have a look at what it is doing against bitcoin. dollar strength against bitcoin. crypto on the downside. ed: it is all about earnings. intel is off session lows. and just a moment, ian king will give us the numbers and then we will speak to the intel ceo. microsoft and alphabet are all about cloud growth driven by ai products. microso
ed: microsoft and google post strong results. caroline: jeff bezos and andy jassy deleting chaps amid an antitrust probe. let's check in on these markets. this is a macro picture on the day and some earnings galvanizing a drive higher. nasdaq up more than 2% then. we see the core pce that the fed so loves coming in line. we are not calling, but we are not exceeding expectations. the market is relieved and we are seeing about of good, healthy increase in certain stocks. a 10 year yield dives...
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david: what's happening with microsoft is extraordinary today. look at that and it's up -- these are the specific stocks that are taking advantage. lauren: 5% gains for super micro-and googles market cap $2.1 trillion after alpha get reported stellar earning ands nvidia is $2.1 trillion and this ai spend asking moving the two tech giants neck and neck to who can become a $3 trillion company behind microsoft. david: it is a revolution to the 1980s and seeing this technological revolution taking place and people are making money opportunistic it right now. thank you, lauren. the supreme court justices are meeting again to discuss the next steps in donald trump's immunity case. david spunt joining me now. what's the latest there? >> hi, david. they're meeting mind closed doors today for the weekly conference to formally discuss this big case yesterday. case that puts them square in the middle of the 2024 presidential election. former president trump of course as we know charged with attempting 20 overturn the results of that 2020 presidential electi
david: what's happening with microsoft is extraordinary today. look at that and it's up -- these are the specific stocks that are taking advantage. lauren: 5% gains for super micro-and googles market cap $2.1 trillion after alpha get reported stellar earning ands nvidia is $2.1 trillion and this ai spend asking moving the two tech giants neck and neck to who can become a $3 trillion company behind microsoft. david: it is a revolution to the 1980s and seeing this technological revolution taking...
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azure the cloud product for microsoft of 32%. ai creating demand. intel, down 11.3%, the worst day since april 2020. they aren't able to get in on the ai craze like some other companies. certainly not nvidia. the outlook is disappointing and that company is down sharply. katie: let's look at the tech 100 fund. we were talking about funds that provide access for retail traders to get to some of those private tech companies. look at what it is doing now. it is down over 20% today. the stock is trading near $18 per share. it was just below $100 earlier this month. we have the yen that got weaker, 157 against the u.s. dollar. we heard from the bank of japan that they kept their rates unchanged.as a result you can see the yen flirting with 30 plus year lows against the dollar. we will follow that a speculation about intervention heats up. fillin up the seats and the coffers at carnegie hall. our interview with the carnegie hall executive and artistic director. that is next. this is bloomberg. ♪ (traffic noises) (♪♪) the road to opportunity. is ofte
azure the cloud product for microsoft of 32%. ai creating demand. intel, down 11.3%, the worst day since april 2020. they aren't able to get in on the ai craze like some other companies. certainly not nvidia. the outlook is disappointing and that company is down sharply. katie: let's look at the tech 100 fund. we were talking about funds that provide access for retail traders to get to some of those private tech companies. look at what it is doing now. it is down over 20% today. the stock is...
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microsoft says its profits rose 20% in the first quarter of this year. software maker credits its rapidly expanding artificial intelligence division for the success it's seen in the past few months. microsoft is working to position itself as a leader in applying ai technology to the workplace to help it become more productive. >> at 849 now, those heading to yosemite national park will see a slightly different bridal veil falls. the yosemite conservancy posted video showing upgrades to the famous attraction, including new trails and viewing decks and new bathrooms too, just in time for the busy summer season, the yosemite conservancy is a non profit organization that led the upgrade project that started back in 2018. >> right? a final check of a friday commute that really hasn't been light. sal castaneda where are you most concerned now? >> well, finally, garcia and andre, we see some improvement at the bay bridge. this is what it should have looked like an hour ago, and maybe we should have never had a backup here. but we had some issues on the bridge e
microsoft says its profits rose 20% in the first quarter of this year. software maker credits its rapidly expanding artificial intelligence division for the success it's seen in the past few months. microsoft is working to position itself as a leader in applying ai technology to the workplace to help it become more productive. >> at 849 now, those heading to yosemite national park will see a slightly different bridal veil falls. the yosemite conservancy posted video showing upgrades to...
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nvidia up 4%, microsoft up to into thirds. stuart: roku selling off after what? lauren: that they are pushing ad supported tears, what disney plus is about to do, taking from their business. they reported 14% jump in subscribers, a narrower loss overshadowed by that warning, stocked on 8. 5%. the first round of the nfl draft was last night at nike signed 20 rookies, more than have selected last night in detroit including jamie daniels. david: that ain't cheap but you spend money and make money. most taxpayers have to pay hundreds or thousands more each year of president biden left trump era tax cuts expire. house republicans are forming tax teams to figure out a way to save americans money. grady trimble has that story and biden is set to announce another $6 billion in aid to ukraine on top of the $60 billion the white house just approved. when will that be enough and how are we accounting for it all? for all? congressman byron donald's deals with that next. to me, harlem is home. but home is also your body. i asked myself, why doesn't pilates exist in harlem? so
nvidia up 4%, microsoft up to into thirds. stuart: roku selling off after what? lauren: that they are pushing ad supported tears, what disney plus is about to do, taking from their business. they reported 14% jump in subscribers, a narrower loss overshadowed by that warning, stocked on 8. 5%. the first round of the nfl draft was last night at nike signed 20 rookies, more than have selected last night in detroit including jamie daniels. david: that ain't cheap but you spend money and make money....
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companies are demanding the microsoft cloud and the microsoft if openai a.i. features to use throughout their operations. i was looking at an estimate from william blair, they find that more than two-thirds of fortune 500 companies are using microsoft's azure. david: wow. lauren: they're using all of this -- david: that turns into a lot -- lot of revenue for microsoft. lauren: demand is better than supply, that is a good problem to have. microsoft and google, bell weathers for technology, these are the most important earnings. they're charming the a.i. revolution -- charging the a.i. revolution and spending into with it. if you look at what they spent together in the quarter, $26 billion. most of that on art official -- david: so, kenny, all of the promises apparently are coming through. a lot of folks were wondering, gee, is it really going to pay off, all this a.i. stuff? it appears it is. >> i think it absolutely is. and i also think we're very much in the inpansy stages of this. so -- infancy stages of this. i look at this part of the tech sector as just e
companies are demanding the microsoft cloud and the microsoft if openai a.i. features to use throughout their operations. i was looking at an estimate from william blair, they find that more than two-thirds of fortune 500 companies are using microsoft's azure. david: wow. lauren: they're using all of this -- david: that turns into a lot -- lot of revenue for microsoft. lauren: demand is better than supply, that is a good problem to have. microsoft and google, bell weathers for technology, these...
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that's amazon, google, microsoft, meta. i think the rest are going to be very difficult there will be room for ai players in verticals like health care and retail that we think, again, the companies that have that data and have that user, it's really hard to train, to effectively run these systems, so it's going to be very, very difficult for the others to survive. so the question is, what happens to oracle? they're on the cut line. i think they'll benefit, but there's others that will -- may not. weigh what's going to happen to ibm? are they in that same situation i'm talking about in the big four and the answer is no. >> right we know the one key beneficiary, i don't believe you cover nvidia but that stock up another almost 5% this morning. >> absolutely. they're the number one from every piece of work we do, everyone is spending on nvidia and again, this is hard to have these conversations with our clients right now, as a software analyst, you know, i feel like i'm -- i'm on aisle 4 mopping up a spilled milk everyone wan
that's amazon, google, microsoft, meta. i think the rest are going to be very difficult there will be room for ai players in verticals like health care and retail that we think, again, the companies that have that data and have that user, it's really hard to train, to effectively run these systems, so it's going to be very, very difficult for the others to survive. so the question is, what happens to oracle? they're on the cut line. i think they'll benefit, but there's others that will -- may...
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i is the reason, which helped microsoft see a 17% revenue increase in the same period, and taking a live look at the new york stock exchange now, as trading gets underway. that was a conference room. >> it was up when we last checked and yeah, but now who knows. >> conference room, conference room. actress jennifer lewis is sharing her excitement, seeing the animatronic of her princess and the frog character. >> okay, so abc seven's parent company, disney shared a video of her and mama odie, which will be a part of the upcoming tiana's bayou adventure ride. >> oh my gosh, here it is. >> hey sweetie, it's mama odie. oh, not audio. tiana sure knows how to make a party special. >> i love when she goes. there's juju juju. >> her movements, everything is there. >> you guys did an amazing job on this. >> it is incredible. >> they're so lifelike at this point. >> it's. it looks real. yeah wow. look at jennifer lewis. >> she she takes every opportunity to perform. >> and these imagineers are trying to find the beat. >> yeah. find the beat. find the beat, girl. >> oh, my gosh. so she met with dis
i is the reason, which helped microsoft see a 17% revenue increase in the same period, and taking a live look at the new york stock exchange now, as trading gets underway. that was a conference room. >> it was up when we last checked and yeah, but now who knows. >> conference room, conference room. actress jennifer lewis is sharing her excitement, seeing the animatronic of her princess and the frog character. >> okay, so abc seven's parent company, disney shared a video of her...
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one reason is ai which helped microsoft with a 17% revenue increase. for the same period. >>> all right, so let's talk travel. southwest airlines says it's pausing service into airports in four cities, houston, bellingham, washington, syracuse, new york, and cozumel, mexico. the company says it's because of delays and boeing aircraft deliveries. southwest is set to receive just 20 of the 46 boeing 737 max 8 planes that have made headlines and they ordered them by the way this year. >>> the stagecoach festival featuring the top country music country artists returns this weekend. they will perform on stages for three days at the empire polo club in riverside county starting this afternoon. ♪ ♪ >> miranda lambert is among the musicians set to perform along with eric church, jelly roll and morgan wallen and many others. there's also a rumor listen to this, floating around, that beyonce queen bey may show up and play songs from the new album cowboy carter. tickets aresold out but all the acts will be live streamed online. ♪ ♪ >>> you are listening t
one reason is ai which helped microsoft with a 17% revenue increase. for the same period. >>> all right, so let's talk travel. southwest airlines says it's pausing service into airports in four cities, houston, bellingham, washington, syracuse, new york, and cozumel, mexico. the company says it's because of delays and boeing aircraft deliveries. southwest is set to receive just 20 of the 46 boeing 737 max 8 planes that have made headlines and they ordered them by the way this year....
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microsoft reported cloud growth revenue up 21% on the push for more a.i. so it's all about earnings this morning once again but of course also the fed. brenda, your thoughts on earnings? >> well, you know, earnings have been pretty good. this has been a huge week for earnings. by the end of today we will have had 60% of the s&p report. we have 75% of them beating on the top line,e around 68% on the bottom line. the guidance is mixed. it is going to be very center dependent. maria: that's what we've been seeing. john, how do you see it? >> i think earnings will do well for high tech companies. we increasingly move towards e-commerce and we're beginning to see the start of explosive extended growth for artificial intelligence. how can you go wrong betting on these companies long term? on the energy side, well, if oil prices stay where they currently are, over $80 per barrel, we're going to have double digit percentage increases for oil related revenues in the second quarter. of course, the worry is going forward eventually this economy has to slow if we are
microsoft reported cloud growth revenue up 21% on the push for more a.i. so it's all about earnings this morning once again but of course also the fed. brenda, your thoughts on earnings? >> well, you know, earnings have been pretty good. this has been a huge week for earnings. by the end of today we will have had 60% of the s&p report. we have 75% of them beating on the top line,e around 68% on the bottom line. the guidance is mixed. it is going to be very center dependent. maria:...
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microsoft showing how it can create hyper realistic videos of talking human faces using artificial intelligence. we'll show you the demo video of an animated famous painting that went viral, and a free event this weekend. it's happening in piedmont. the festivities for the annual arbor day event, where kids have a chance to meet something ve sheriff's deputies. the sheriff's union says ten deputies have been injured this month after those attacks, the county sheriff locked down the jails for several days. the sheriff's association says understaffed and mandatory overtime is a major factor in these jailhouse attacks. well, kim kardashian was at the white house meeting with vice president kamala harris. now they met at a round table discussion about criminal justice reform for people who received presidential pardons just this week. were there. kim kardashian has previously used her celebrity status to advocate for clemency for people she feels were unjustly imprisoned. she started coming to the white house for these conversations during the trump administration. when will the state of california
microsoft showing how it can create hyper realistic videos of talking human faces using artificial intelligence. we'll show you the demo video of an animated famous painting that went viral, and a free event this weekend. it's happening in piedmont. the festivities for the annual arbor day event, where kids have a chance to meet something ve sheriff's deputies. the sheriff's union says ten deputies have been injured this month after those attacks, the county sheriff locked down the jails for...
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Apr 26, 2024
04/24
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master's degree and the results were published, the results had performance showing, okay, for ibm, for microsoft and then later on for amazon. these systems work better on men's faces versus women's faces on a lighter faces versus darker faces. and then we did a little intersectional analysis. so extremely we saw that it didn't work as well on the faces of dark skinned women like me. and so when i observed that from the data, i wanted to move from performance metrics, performance arts to actually humanize what it means to, see those types of labels. and that's what led to a i tired woman. at first i thought it would be an explainer video like i've done with other projects. and then i was talking to a friend and they said, can you describe what it felt like. and as i started to describe it. he said that, sounds like a poem. so the next morning i woke up with these words in my head, my heart smiles as i bask in their legacies, knowing their have altered many destinies in her eyes. i see my mother's poise in her face. i glimpse of my aunt's grace. i was like, oh, was happening right. so i can't. i
master's degree and the results were published, the results had performance showing, okay, for ibm, for microsoft and then later on for amazon. these systems work better on men's faces versus women's faces on a lighter faces versus darker faces. and then we did a little intersectional analysis. so extremely we saw that it didn't work as well on the faces of dark skinned women like me. and so when i observed that from the data, i wanted to move from performance metrics, performance arts to...
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Apr 26, 2024
04/24
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and microsoft took centre stage. both beat expectations on earnings and revenue thanks in no small part to investments in artificial intelligence. one standout spot for alphabet was google cloud revenue, whichjumped 28% in 01. a lot of generative ai tools rely on the cloud to reach customers. alphabet announced some good news for investors. it's first ever dividend of 20 cents per share. and an additional $70 billion buy—back. that initially sent shares into the double digits after the bell. and for microsoft's part, its intelligent cloud division delivered greater revenue than expected thanks to a boost from microsoft's partnership with openai, the creator of chatgtp. the creator of chatgpt. shares of microsoft also initially rose on the news. and together they should go some way toward restoring confidence in the tech sector, which was shaken on wednesday when meta stock fell after its own earnings report and after the wider market was rattled thursday morning by slowing us gdp and stubborn inflation. joining me
and microsoft took centre stage. both beat expectations on earnings and revenue thanks in no small part to investments in artificial intelligence. one standout spot for alphabet was google cloud revenue, whichjumped 28% in 01. a lot of generative ai tools rely on the cloud to reach customers. alphabet announced some good news for investors. it's first ever dividend of 20 cents per share. and an additional $70 billion buy—back. that initially sent shares into the double digits after the bell....
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Apr 26, 2024
04/24
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alphabet microsoft deliver
alphabet microsoft deliver
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Apr 26, 2024
04/24
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CNBC
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microsoft up 4%. meta platforms up a quarter after losing 10.5% on the heels of its earnings report tech trade playing out at well energy side of things. a quick check on exxon mobil and chevron. both shares still down chevron down one half of 1%. and exon mobil down on mixed earnings report for both companies impacted by nat gas prices and refining margins came in a little lower than what some people hoped for crude prices up one quarter of 1% now three quarters of 1%. and energy etf down one half of 1% as well the state of play, andrew. back to you. >> thank you very much, dom. have a great weekend >> you, too. >>> up next, bank of america savita subramanian joins us onset to talk about a big week for the markets and today's inflation data. >>> and reminder, berkshire hathaway annual meeting with warren buffett you have a question, sending to le trell go through them and secto ad during the meeting. >>> stay tuned we'll be right back. you an elevated experience, tailor-made for trader minds. go deep
microsoft up 4%. meta platforms up a quarter after losing 10.5% on the heels of its earnings report tech trade playing out at well energy side of things. a quick check on exxon mobil and chevron. both shares still down chevron down one half of 1%. and exon mobil down on mixed earnings report for both companies impacted by nat gas prices and refining margins came in a little lower than what some people hoped for crude prices up one quarter of 1% now three quarters of 1%. and energy etf down one...
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Apr 26, 2024
04/24
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news was fantastic, we on both microsoft the 12 best ideas portfolio. we're very pleased with what they deliver, we think were just getting started early innings in the a.i. race. maria: yesterday we saw the obvious slowdown that you're referring to, we had gdp at 1.6%, compare that to the quarter before at two plus% in the quarter before the at 4.9% you talking about gdp going from 4.1% from or .6% in a couple of quarters. even though the macro story is slowing you will see outsize growth from big tech. >> infected a slowing economic environment you want to own companies that have reliable earnings growth. if you take a company like service now that reported this week up over 24% that's what i want to own in a slowing environment but what was more troubling some of the gdp slowdown was inventory subtracting and trade about 1.3%, we are slowing and what was more troubling the quarter pce of 3.7%. that should be what we will see today with the pce numbers. nobody wants to see slowing economic growth and rising inflation. maria: inflation has been persist
news was fantastic, we on both microsoft the 12 best ideas portfolio. we're very pleased with what they deliver, we think were just getting started early innings in the a.i. race. maria: yesterday we saw the obvious slowdown that you're referring to, we had gdp at 1.6%, compare that to the quarter before at two plus% in the quarter before the at 4.9% you talking about gdp going from 4.1% from or .6% in a couple of quarters. even though the macro story is slowing you will see outsize growth from...