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the biggest companies in the world like microsoft and amazon and google trying to catch up on ai, trying to get to the cutting edge. everything is about ai. then we get the numbers from asml saying, yeah. it's not happening yet. so it's a shocker when we saw those numbers today. is the smc going to confirm that the ai spend is going to be slower than we thought it might be? are they going to say the numbers are one and done? asml said, it's going to happen this year. it's just not going to happen this quarter. we want to get confirmation here. there was a really dramatic result this morning. generally, the market believed it's going to happen sooner, not later. a bad result from tsmc or commentary that suggests we will have to wait. indeed, we are seeing little pieces of this. we are seeing rumors of delays of intel factories in columbus. i've been to those building sites and they are building a lot. it's going to happen more slowly than we might've expected. so the pace of the buildout will be maybe not confirmed but there will be a lot more data. we will have a second thought to connec
the biggest companies in the world like microsoft and amazon and google trying to catch up on ai, trying to get to the cutting edge. everything is about ai. then we get the numbers from asml saying, yeah. it's not happening yet. so it's a shocker when we saw those numbers today. is the smc going to confirm that the ai spend is going to be slower than we thought it might be? are they going to say the numbers are one and done? asml said, it's going to happen this year. it's just not going to...
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Apr 18, 2024
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bloomberg understands microsoft's investment in openai is set to avoid a formal investigation by merger watchdogs. the commission decided it does not merit a probe because it bullish short of takeover and microsoft does not control direction of the ai company. the owner of the royal mail rejected a cash bid from daniel because it undervalues the company shares in international distribution services. remained well below the offer price. they say the approach does not reflect prospects under the new management team. plenty more, we will focus on inflation and give you detailed around the oil space as well. this is bloomberg. ♪ ♪ >> what we've seen over the first few months of 2024 is progress on inflation has slowed down and i expect maybe it has even stalled. we are seeing the process of disinflation. share prices have dropped because unique energy household pricing system in the u.k.. tom: that is one of the most interesting pieces of rhetoric over the last week and it is backed by the data. we are seeing a divergence on the relatively benign picture around u.k. inflation versus u.s
bloomberg understands microsoft's investment in openai is set to avoid a formal investigation by merger watchdogs. the commission decided it does not merit a probe because it bullish short of takeover and microsoft does not control direction of the ai company. the owner of the royal mail rejected a cash bid from daniel because it undervalues the company shares in international distribution services. remained well below the offer price. they say the approach does not reflect prospects under the...
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Apr 18, 2024
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how risky is that for netflix when they face competition from microsoft? >> they discussed a little bit about gaming in the pre-quvious quarter. in my opinion, this will probably be more gradual process for them because the entirety of the gaming industry is on the downturn when you look at publishers i'm not that great with that forecast >> thank you for your time senior research analyst. thank you. that's it for today's show i'm frank holland with silvia amaro. "worldwide exchange" is coming up next. thanks for watching. when we started our business we were paying an arm and a leg for postage. i remember setting up shipstation. one or two clicks and everything was up and running. i was printing out labels and saving money. shipstation saves us so much time. it makes it really easy and seamless. pick an order, print everything you need, slap the label onto the box, and it's ready to go. our costs for shipping were cut in half. just like that. shipstation. the #1 choice of online sellers. go to shipstation.com/tv and get 2 months free. what is cirkul? cirk
how risky is that for netflix when they face competition from microsoft? >> they discussed a little bit about gaming in the pre-quvious quarter. in my opinion, this will probably be more gradual process for them because the entirety of the gaming industry is on the downturn when you look at publishers i'm not that great with that forecast >> thank you for your time senior research analyst. thank you. that's it for today's show i'm frank holland with silvia amaro. "worldwide...
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Apr 18, 2024
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cyber policy for microsoft. we should say now works for a competitor of sorts to microsoft, is that fair to say, chris? >> absolutely. in the security segment, yes. >> in the security segment when you look at this report, and you look at what needs to be done, how much of this is a private sector issue, which is companies like microsoft need to change the way they're working, versus what you think the government is supposed to be doing? >> i think stepping back there has been a couple of reports recently on russian but also chinese and iranian influence, and it talks -- these reports talk about both traditional media, social media, but also the increasing availability and impact of a.i. through information operations you know, got to give private sector credit, microsoft, google and handful of others that set up the tech accord to combat deceptive use of a.i. in the '24 elections and using that term in the plural it is not just the u.s. election, got to remember '24 and '25, about 2 billion people who go out and
cyber policy for microsoft. we should say now works for a competitor of sorts to microsoft, is that fair to say, chris? >> absolutely. in the security segment, yes. >> in the security segment when you look at this report, and you look at what needs to be done, how much of this is a private sector issue, which is companies like microsoft need to change the way they're working, versus what you think the government is supposed to be doing? >> i think stepping back there has been...
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Apr 18, 2024
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. >> it would be in our best interest if tiktok were hosted by microsoft, worker, google. maria: it was going that way under trump with a workable. maria: the question about what's been said to the staffers and that's what we don't know how much monetary pressure there is trade in so many issues of the chinese could use. maria: on the google story what hubris to see if you could go to the ceos office and camp out what is wrong with you of course you're going to get fired, what are you doing. maria: look at columbia university i am shocked. the whole thing. >> i'll take that off my daughters college visitation. or making an effective case for state public education, spend less money get yourself a college degree and go to a party on the weekend and come in home in four years. maria: a lot cheaper. president biden calling for higher tariffs on chinese stealing aluminum while speaking to the united steelworkers headquarters in pittsburgh yesterday biden plans on asking the trade representative to increase from 7% to 25%, here's what he said. >> america is still working as lon
. >> it would be in our best interest if tiktok were hosted by microsoft, worker, google. maria: it was going that way under trump with a workable. maria: the question about what's been said to the staffers and that's what we don't know how much monetary pressure there is trade in so many issues of the chinese could use. maria: on the google story what hubris to see if you could go to the ceos office and camp out what is wrong with you of course you're going to get fired, what are you...
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. >> you can imagine like an amazon versus a microsoft or a google versus facebook. there are so many rivalries going on as well for bragging rights. >> reporter: teams pay for a season long tournament. the winners collect the pot and donate the money to a charity of their choice. >> cea has been able to give more than half a million dollars to charity. >> when you lose, that feels bad. but at the end of the day, the money is bog to charity. >> reporter: on this day, lemoore's team won. and he is hoping they finish with the top prize this year. jarred hill, cbs news, new york. >>> and that's the "overnight news" for this thursday. reporting from the nation's capital, i'm erica brown. >>> this is cbs news flash. i'm carissa lawson in new york. jury selection resumes in new york today for the criminal trial of former president donald trump. seven out of 12 jurors and six alternates have been seated so far. opening statements could begin as early as monday. >>> the nba banned toronto raptors forward jontay porter for life on wednesday for violating league rules on gambl
. >> you can imagine like an amazon versus a microsoft or a google versus facebook. there are so many rivalries going on as well for bragging rights. >> reporter: teams pay for a season long tournament. the winners collect the pot and donate the money to a charity of their choice. >> cea has been able to give more than half a million dollars to charity. >> when you lose, that feels bad. but at the end of the day, the money is bog to charity. >> reporter: on this...
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it would have to be a giant company on the level of microsoft. a lot of companies are not interested, partially, because, let's say facebook bought it. they would be worried the u.s. government would say, no, you have too many communications and it's a monopoly so stay out of it. >> there's potential there, because advertisers, and -- >> yeah, it's huge. it's gigantic. >> a lot of people left, but a lot of people are on there. >> small businesses, that's how they are making money. >>> a lot of people are leaving california, and now the oakland zoo is sending bison to montana. the zoo partnered with tribes. the zoo selected 11 bison to be part of an out breeding program. now 14 bison born at the zoo will make that trip and leave next week. >>> two dogs are now safe at home after being rescued in san francisco. this happened last night before 7:00. one of the dogs needed a special harness to bring him up to safety. no dogs were hurt. how did they get down there? that's the question. >> curious dogs. >>> one hollywood a-lister -- >> trading the big
it would have to be a giant company on the level of microsoft. a lot of companies are not interested, partially, because, let's say facebook bought it. they would be worried the u.s. government would say, no, you have too many communications and it's a monopoly so stay out of it. >> there's potential there, because advertisers, and -- >> yeah, it's huge. it's gigantic. >> a lot of people left, but a lot of people are on there. >> small businesses, that's how they are...
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alphabet, microsoft down and so is amazon. this you go. >>> we know that google fired 28 employees who protested the company's contract with israel. however, lauren, separately, entirely separately, google's planning for some layoffs, right? lauren: yes. stuart: restructuring. lauren: it's being reported that google isly structuring its finance team to focus more on artificial intelligence. it could be that a.i. replicates some of the tasks. if you work in finance, they call you a finoogler. i was prized that google -- surprised that google fired those 28 employees. it's a liberal company, and i did not expect them to do that. stuart: but they crossed a line. lauren: absolutely. stuart: they shut the guy's office down for 10 hours. lauren: could you imagine us going and sitting in front of murdoch can's office? stuart: don't even think of it. lauren: exactly. can these 28 googlers be hired elsewhere? >> oh, one of the other liberal -- yeah, another liberal silicon valley company will probably hire them. lauren: i don't know ab
alphabet, microsoft down and so is amazon. this you go. >>> we know that google fired 28 employees who protested the company's contract with israel. however, lauren, separately, entirely separately, google's planning for some layoffs, right? lauren: yes. stuart: restructuring. lauren: it's being reported that google isly structuring its finance team to focus more on artificial intelligence. it could be that a.i. replicates some of the tasks. if you work in finance, they call you a...
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and then, next week, i don't know if you looked at the calendar, verizon, monday, tesla, tuesday, microsoft, google, on thursday. it's going to heat up. >> we should point out, by the way, tesla shares are now down a full 40% for the year. well below the half a trillion market value that we were looking at $474 billion is where i've got them right now and they are going to be issuing, what, 56 billion shares to elon musk if and when shareholders approve that compensation package, jim. >> well, is there a clause which says that you can actually cut his compensation package because of the stock or is that just beyond the pale? does it matter >> previous targets having been met as a result of the 2018 package that was put in place, that was already voted on by shareholders, but somehow rejected by a delaware court >> in reality, i think that he deserves it, because that's what the contract said. and you know, there's a lot of baseball players who get 250 to $300 million, and it doesn't matter if they stink >> that's true >> you know? that's the -- it's a contract. and it should be honored i di
and then, next week, i don't know if you looked at the calendar, verizon, monday, tesla, tuesday, microsoft, google, on thursday. it's going to heat up. >> we should point out, by the way, tesla shares are now down a full 40% for the year. well below the half a trillion market value that we were looking at $474 billion is where i've got them right now and they are going to be issuing, what, 56 billion shares to elon musk if and when shareholders approve that compensation package, jim....
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it is actually going to be microsoft. microsoft positions it tells in terms of ai and the monetization of ai. their outlook statement there, their performance in that sphere tells you and sets the bar for everyone else. if they are struggling, it tells you that there is pain for others for sure. katie: as you point out, they report in a couple of hours. it is such an interesting business right now. and then there is netflix, the clear leader. how long do you think that headstart, that gap on the rest of the field will actually last? >> they definitely are the leader. they are definitely looking over their shoulder. that space is a lot more crowded with genuine competition than five or so years ago. within that, i think netflix remains best in class and they have the best tools in their toolkit to maintain that edge. they are actually ahead in terms of original content creation as well as the local productions. i'm talking about production distribution lines that they have in other countries and local language content is a
it is actually going to be microsoft. microsoft positions it tells in terms of ai and the monetization of ai. their outlook statement there, their performance in that sphere tells you and sets the bar for everyone else. if they are struggling, it tells you that there is pain for others for sure. katie: as you point out, they report in a couple of hours. it is such an interesting business right now. and then there is netflix, the clear leader. how long do you think that headstart, that gap on...
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last summer, microsoft faced a dangerous cut outsources criminal organization. this included foreign governments to our citizens. it is critical that we receive the resources that it needs. this includes significant resources for the leading cyber security agency. we have a chance to discuss the departments plans to secure our border. the irregular flow of migrants at the southern border continues to a string on law enforcement officials, as well as neighboring communities. members of this community, they worked incredibly hard to negotiate a bipartisan border bill this past year. it would have been the most significant border bill in decades. trying to strengthen our presence on the board. i would certainly like to take a moment to thank them. thank you for your hard work, developing that compromise. fortunately, they didn't move forward. i have many colleagues that would like to talk about solving a problem. it is so much easier to throw rocks. even though the bill has potential to make substantial changes, it also would have provided critical resources for th
last summer, microsoft faced a dangerous cut outsources criminal organization. this included foreign governments to our citizens. it is critical that we receive the resources that it needs. this includes significant resources for the leading cyber security agency. we have a chance to discuss the departments plans to secure our border. the irregular flow of migrants at the southern border continues to a string on law enforcement officials, as well as neighboring communities. members of this...
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microsoft though a loser today. down to $410 a share. now, the 10-year treasury yield. where are we? going up a little, 4.63%. now this, trying to follow donald trump's campaign style and handlers had him walk into a gas station and create a man of the people image and the president could meet and greet regular folk at work. it was contrived and controlled and looked it. everyone in the store knew where to stand and what to say. the president looked awkward, he couldn't drum up much enthusiasm and couldn't play the crowd. again, the contrast with trump. trump walk intoed a new york city bodega, it was an arranged visit but that's where the similarities end. trump took questions from a nyone. he greeted everyone. they couldn't get enough of him. and he couldn't get enough of them. he played the crowd very well. remember trump's chik-fil-a visit, that too was arranged but anything but controlled. the largely minority staff g reeted him with smiles and hugs hugs hugs and thrilled to be near him. give him a crowd and he'll play to it. one of the differences between the two
microsoft though a loser today. down to $410 a share. now, the 10-year treasury yield. where are we? going up a little, 4.63%. now this, trying to follow donald trump's campaign style and handlers had him walk into a gas station and create a man of the people image and the president could meet and greet regular folk at work. it was contrived and controlled and looked it. everyone in the store knew where to stand and what to say. the president looked awkward, he couldn't drum up much enthusiasm...
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Apr 18, 2024
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i'm not hating on microsoft. what i'm saying is i'm not add to go microsoft today. i'm adding to amazon by the way, nvidia is looking tempting to add to >> what's the biggest risk in the microsoft quarter? what's the worst thing that could indicate -- >> the worst risk -- >> i was just going to say >> no risk >> he said there's no risk jim lebenthal said that. not me not josh not liz. >> if i'm trading ahead of the quarter, what i would worry about is the commercialization effort of openai is going slower than what the market is hoping for. >> okay, fine. how about if i agree with you that is actually maybe even likely >> you already said otherwise, too late >> you already said there was no risk that would be a major problem. >> well, okay -- >> goes to my benefit of the doubt comment. >> this is where we differ i don't think it's major i don't. i don't think that's something that if that happens, josh, people wake up in the morning and say, this is a crummy stock. i want to get rid of microsoft >> don't you think we've talked about sort of looking down the a.i. hig
i'm not hating on microsoft. what i'm saying is i'm not add to go microsoft today. i'm adding to amazon by the way, nvidia is looking tempting to add to >> what's the biggest risk in the microsoft quarter? what's the worst thing that could indicate -- >> the worst risk -- >> i was just going to say >> no risk >> he said there's no risk jim lebenthal said that. not me not josh not liz. >> if i'm trading ahead of the quarter, what i would worry about is the...
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number one headline, microsoft they have poll position with this ai partnership, but the regulators are not backing off so will that hurt microsoft in the next stage of the race google is restructuring around ai, and it's streamlining its business to "improve velocity and execution. a memo today to staff underscores this new tone that we've been hearing from other google executives. point blank, it is going on the offensive. and the thing that you mentioned, tyler, that is the most interesting today comes from meta. it will be integrating its system into its family of apps, facebook, instagram, whatsapp, messenger, there's also a brand new landing page for its chatgbt meta.ai. that's symbolic of meta jumping in this race saying they're going to compete with the google, amazon and microsoft on every front. this is just the beginning >> this initiative operates under the brand "llama," am i correct? my son's favorite animal, by the way. >> yes so this is its latest version of llama, which is important to note this is an open source model, so as meta is essentially giving this away for fre
number one headline, microsoft they have poll position with this ai partnership, but the regulators are not backing off so will that hurt microsoft in the next stage of the race google is restructuring around ai, and it's streamlining its business to "improve velocity and execution. a memo today to staff underscores this new tone that we've been hearing from other google executives. point blank, it is going on the offensive. and the thing that you mentioned, tyler, that is the most...
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look at the performance between alphabet and microsoft, most people probably with ink that microsoft has the better position over the last 12 months. but no, google is up 50%, microsoft is up 40 >> the price action has been very impressive to google. the arms race for a.i. continues. it's nice to see some of the partnership deals that google has put in place, they have done a deal with apple. now they are looking to do a deal with mehta. i think this is exciting for their business, the u2 business, the search business. the other big part for me, they've been improving operational margin significantly, you are starting to see google cloud has recently become profitable, that's not a story we talk a lot about, but i think there is upside there as well. >> joe, you get the last word. >> the s&p is in retreat, going back to the february gap. we got down to 5000 today. i'm going to put on the hat of someone who is short in the market. what else are you waiting for? wait until it gets to 4984, profit margin extensions here, earnings have been strong, the prevailing bull trend is still in p
look at the performance between alphabet and microsoft, most people probably with ink that microsoft has the better position over the last 12 months. but no, google is up 50%, microsoft is up 40 >> the price action has been very impressive to google. the arms race for a.i. continues. it's nice to see some of the partnership deals that google has put in place, they have done a deal with apple. now they are looking to do a deal with mehta. i think this is exciting for their business, the u2...
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for example, google, microsoft, verizon, et cetera. this new provision would compel the government to hanyone that has access to equipment on which communication is routed and stored. this would include a huge number of whicheses that provide wifi to businesses and have access to routers and communications equipment. this is part of the intelligence communication's ire, that cloud computing does not have to comply with fisa-compelled disclosures, they claim that it was a narrow fix to allow the government to compel information from a single-service provider. i don't buy it. the reason i don't buy it is because if that's what it was supposed to do, they would have written it differently. they didn't write it that way. they've got smart lawyers, they're smart people. they know exactly what they doing. even if they didn't know what they were doing, we know what they did and it is not good. the fix was deliberately written, you see, in really broad terms, to conceal the particular provider at issue. as written, the provision could be used
for example, google, microsoft, verizon, et cetera. this new provision would compel the government to hanyone that has access to equipment on which communication is routed and stored. this would include a huge number of whicheses that provide wifi to businesses and have access to routers and communications equipment. this is part of the intelligence communication's ire, that cloud computing does not have to comply with fisa-compelled disclosures, they claim that it was a narrow fix to allow the...
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Apr 19, 2024
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last summer, microsoft faced a dangerous intrusion into its cloud system. as always, attacks pose a great danger to our citizens. it is critical the department of homeland security receives the resources it needs to bolster cybersecurity and i'm glad to see this budget includes significant resources for our leading cybersecurity agency. we also have a chance to discuss the department plans to secure our northern and southern borders. the irregular flow of migrants at our southern border continues to put the strain on law enforcement officials as well as neighboring communities. members of this committee, senator sinema and senator langford, worked hard to negotiate a bipartisan water bill this past year that would have been the most significant border bill in decades to strengthen our presence on the border and i would like to take a moment to thank them. thank you for your hard work in developing that compromise. unfortunately it didn't move forward. unfortunately i have many callings that like to talk about solving a problem but would much rather throw ro
last summer, microsoft faced a dangerous intrusion into its cloud system. as always, attacks pose a great danger to our citizens. it is critical the department of homeland security receives the resources it needs to bolster cybersecurity and i'm glad to see this budget includes significant resources for our leading cybersecurity agency. we also have a chance to discuss the department plans to secure our northern and southern borders. the irregular flow of migrants at our southern border...
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Apr 19, 2024
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last summer, microsoft faced a dangerous cut outsources criminal organization. this included foreign governments to our citizens. it is critical that we receive the resources that it needs. this includes significant resources for the leading cyber security agency. we have a chance to discuss the departments plans to secure our border. the irregular flow of migrants at the southern border continues to a string on law enforcement officials, as well as neighboring communities. members of this community, they worked incredibly hard to negotiate a bipartisan border bill this past year. it would have been the most significant border bill in decades. trying to strengthen our presence on the board. i would certainly like to take a moment to thank them. thank you for your hard work, developing that compromise. fortunately, they didn't move forward. i have many colleagues that would like to talk about solving a problem. it is so much easier to throw rocks. even though the bill has potential to make substantial changes, it also would have provided critical resources for th
last summer, microsoft faced a dangerous cut outsources criminal organization. this included foreign governments to our citizens. it is critical that we receive the resources that it needs. this includes significant resources for the leading cyber security agency. we have a chance to discuss the departments plans to secure our border. the irregular flow of migrants at the southern border continues to a string on law enforcement officials, as well as neighboring communities. members of this...
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Apr 19, 2024
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eu regulators pushing back on the report they concluded the microsoft investment into openai is not an acquisition. officials tell cnbc the probe is still ongoing and may review the oversight. joining me now is margrethe vestager good morning it is great to have you here i hope i said your name right. >> good morning. it's great to see you. thank you very much for the effort in having such an unpronounceable name thank you very much. >> a great name. i want to get down to business this is the first time we had the opportunity to speak with you since the u.s. doepartment f justice brought the case against apple. we heard them talk about the app store and the color of messaging bubbles. what did you make of that? >> i think it is a very important case i think it is very important that anti-trust authorities do their job in order to have fair competition in everything dig digital. in the u.s. as well as europe, we have sparkling innovation in the ecosystems it is important that they can get to their customers by a second app store or side loading so they are enabled because real competiti
eu regulators pushing back on the report they concluded the microsoft investment into openai is not an acquisition. officials tell cnbc the probe is still ongoing and may review the oversight. joining me now is margrethe vestager good morning it is great to have you here i hope i said your name right. >> good morning. it's great to see you. thank you very much for the effort in having such an unpronounceable name thank you very much. >> a great name. i want to get down to business...
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Apr 19, 2024
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right now we have microsoft developing a.i. technology in beijing which is a huge security risk, simultaneously china has developed something called an a.i. program which is literally scanning the research and work of thousands of developers and scientists across the world to create the best a.i. system. we need to innovate and outcompete and we need to out develop china so the united states can continue to be the world leader, one of the greatest threats is actually government intervention, receive the latest effort to create an fda certification for a.i. innovation. what's that mean, the u.s. will be way behind everyone else. maria: let's not forget china has been stealing intellectual property from the united states for decades and there's no accountability we don't hold that to account for doing so. rebecca walser jumping. >> china has a lot of things that they do they take education more seriously when they tell their students that they cannot play video games during the week. we can take a lot of lessons how they make the
right now we have microsoft developing a.i. technology in beijing which is a huge security risk, simultaneously china has developed something called an a.i. program which is literally scanning the research and work of thousands of developers and scientists across the world to create the best a.i. system. we need to innovate and outcompete and we need to out develop china so the united states can continue to be the world leader, one of the greatest threats is actually government intervention,...
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we mentioned tesla, apple, microsoft, nvidia down on the nth as well. we'll talk with wedbush's dan ivess in a moment. >>> welcome back to "squawk on the street." tough week for tesla as you know on pace to end the week down more than 10% if shares end the day lower. that will the stocks longer daily losing streak since january. we know that tuesday is going to be a big day you say the clock has struck midnight and the line that struck out to me, trading in the model 2 for robo would be a tragic gamble in your opinion. >> i think it would be a gamble that could maybe even define the future of tesla in the next three to five years. i think right now the big nervousness is model 2, that's a key part of the group, that's 50 to 60% of the incremental growth of the next two or three years robotaxis, autonomous, not another five or six years. we've seen over the last decade and been through white knuckle moments for musk and tesla, this is up there. a cinderella story in the near term has turned into a nightmare on elm street. it all starts next tuesday needs
we mentioned tesla, apple, microsoft, nvidia down on the nth as well. we'll talk with wedbush's dan ivess in a moment. >>> welcome back to "squawk on the street." tough week for tesla as you know on pace to end the week down more than 10% if shares end the day lower. that will the stocks longer daily losing streak since january. we know that tuesday is going to be a big day you say the clock has struck midnight and the line that struck out to me, trading in the model 2 for...
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Apr 19, 2024
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look at big tech, microsoft, alphabet, apple, meta, amazon, they are all a down. let's take a closer looked at a apple, because their relationship with china looks to be kind of strained. what is china ordering apple to do? it's a big deal, isn't it? lauren: their cyberspace administration is asking apple to remove whatsapp and threads. those are owned by meta, another major company. china wants them to remove those apps from the chinese app store because of national security concerns. okay. the "wall street journal" say, well, it's because of political content that is criticalling of the chinese president. apple has this very complicated relationship with china, right? it's a huge market for them. and now that complicated relationship just involved meta. stuart: is and it's taken apple's stock down to $is -- 165. lauren: and meta if down 1%. stuart: some of the earnings reports that came out earlier this morning, procter & gamble. lauren: it's a dow stock. it's down about 2%. they had sales of just over $20 billion, slight miss, but volume was good. they make pan
look at big tech, microsoft, alphabet, apple, meta, amazon, they are all a down. let's take a closer looked at a apple, because their relationship with china looks to be kind of strained. what is china ordering apple to do? it's a big deal, isn't it? lauren: their cyberspace administration is asking apple to remove whatsapp and threads. those are owned by meta, another major company. china wants them to remove those apps from the chinese app store because of national security concerns. okay....
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Apr 19, 2024
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microsoft at 402, ouch. in danger of dropping below 400. alphabet, apple, apple at 165 and amazon 176 and meta well below $500 a share. 10-year treasury yield. not doing that much, but it is 4.62%. now this, it's hard to understand why students at our elite universities find hamas and iran attractive. both vigorously deny the most basic human rights yet at these demonstrations you see young women screaming support for the mullahs and murderous hamas leadership. meanwhile in iran, the morality police began a new crackdown on saturday aimed at women not wearing the hi hijab. they're arrested and reportedly sexually abused. is that what these women want? how can they support a regime that aggressively suppresses women? i saw a sign that read gays for hamas. i thought it must be a joke because it's so bizarre. homosexuality is not allowed in most muslim societies and it's a crime in gaza. don't the demonstrators know who or what they're supporting? apparently not. maybe it's wishful ignorance. maybe it's group think. very much in fashion these
microsoft at 402, ouch. in danger of dropping below 400. alphabet, apple, apple at 165 and amazon 176 and meta well below $500 a share. 10-year treasury yield. not doing that much, but it is 4.62%. now this, it's hard to understand why students at our elite universities find hamas and iran attractive. both vigorously deny the most basic human rights yet at these demonstrations you see young women screaming support for the mullahs and murderous hamas leadership. meanwhile in iran, the morality...
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Apr 19, 2024
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, launch it from a small startup company in 1983 to an award-winning tech firm that was acquired by microsoft in 2001. he will be moderating the conversation with software pioneer marc andreessen come the brilliant mind behind netscape, a true trailblazer. today marc will dive into fasten world of artificial intelligence. his take ai isn't just sci-fi, it's a reality and is here to supercharge our lives. actually a i wrote that the kite by staff right one but it went on to chatgpt and say how should i introduce marc andreessen to the group of governors? its console serving as how comes back, its first mistake was a one would you say that ai, marc andreessen believes that ai is here to save our world. but that was coming from ai so it's a little suspect. but nevertheless, we could not have a more thoughtful leader in this area to help make sure that we as governors are up to speed with what we should know them both from the state services perspective but also from the broader cultural, political, economic perspective. without further ado please join me in welcoming governor doug burgum and mar
, launch it from a small startup company in 1983 to an award-winning tech firm that was acquired by microsoft in 2001. he will be moderating the conversation with software pioneer marc andreessen come the brilliant mind behind netscape, a true trailblazer. today marc will dive into fasten world of artificial intelligence. his take ai isn't just sci-fi, it's a reality and is here to supercharge our lives. actually a i wrote that the kite by staff right one but it went on to chatgpt and say how...
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Apr 19, 2024
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understanding how they can follow the footsteps of microsoft that has been pretty savvy and expressive it all they will price their ai offering to their consumers. another piece buried in this a little bit and where i would be looking for this in the earnings calls, not necessarily the headlines our players are trying to move and partner with the likes of disney and others to try to figure out a way to move more aggressively into using ai for the advertising technology. something touched on by netflix. that is what we will hear get louder and louder with the likes of amazon talking about the platform inside its content business. sonali: we are looking at the lowest levels for the nasdaq 100 since january. hitting session lows as we speak. ann berry, thank you for your time. threadneedle partner from seattle. we will talk about american express. revenue jumped as consumer spending stay strong, but the company still sees cracks in small businesses. this is bloomberg. ♪ ♪ you know what's brilliant? boring. think about it. boring is the unsung catalyst for bold. what straps bold to a r
understanding how they can follow the footsteps of microsoft that has been pretty savvy and expressive it all they will price their ai offering to their consumers. another piece buried in this a little bit and where i would be looking for this in the earnings calls, not necessarily the headlines our players are trying to move and partner with the likes of disney and others to try to figure out a way to move more aggressively into using ai for the advertising technology. something touched on by...
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Apr 19, 2024
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i'm just renting out the house for this big old house that i've got, you know, a thousand share of microsoft on your screen is $400,000. so i would be selling those at the money 400 calls, charles. charles: all right. each call covers 100 shares. >> yes, sir. charles: jon, thank you so much, my friend. and good luck to your pen. >> stingray bob, let's go. [laughter] charles: all right, folks, president biden said to be the eyeing a declaration of a climate emergency. i mean, i'm sure you feel it out there, right? obviously, many think this is a ploy to sway young vote earth, but it's a heck of a gambit. can't wait to talk to larry kudlow about it right after the break. ♪le ♪ ss and more about discovering magic. rich is being able to keep your loved ones close. and also send them away. rich is living life your way. and having someone who can help you get there. the key to being rich is knowing what counts. charles: to say that my next guest has a bone to pick with the fed might be an understatement. in this breakfast with gave report he who -- wrote, the fed is extremely adept at reportin
i'm just renting out the house for this big old house that i've got, you know, a thousand share of microsoft on your screen is $400,000. so i would be selling those at the money 400 calls, charles. charles: all right. each call covers 100 shares. >> yes, sir. charles: jon, thank you so much, my friend. and good luck to your pen. >> stingray bob, let's go. [laughter] charles: all right, folks, president biden said to be the eyeing a declaration of a climate emergency. i mean, i'm...
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Apr 19, 2024
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think for example google or microsoft verizon etc.. this provision would allow the government to compel more surveillance assistance from any provider of any service that have access to equipment in which medication is routed and stored. this would include the huge number of u.s. businesses that provide wi-fi to their customers and therefore has access to routers and the communications equipment. apparently this provision as a result of the intelligence community being told by the foreign intelligence court or as fisk as is sometimes described data cloud computing did not under existing law has two -- have to comply with fisa disclosures. it claims it was a narrow fix to allow the government to compel information from a single provider. just foremost senator warner admitted in that context that even he thinks the amendment could have been bettee implications for the privacy and the 4th amendment rights of american citizens and grave implications for all kinds of businesses and other organizations in america they'd rather pass a faulty
think for example google or microsoft verizon etc.. this provision would allow the government to compel more surveillance assistance from any provider of any service that have access to equipment in which medication is routed and stored. this would include the huge number of u.s. businesses that provide wi-fi to their customers and therefore has access to routers and the communications equipment. apparently this provision as a result of the intelligence community being told by the foreign...
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Apr 19, 2024
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we're talking about tesla, visa, microsoft, honeywell,s alphabet. big, big tech names, of course. and, by the way, tech is taking its worst hit right now, the sector, since december of 2022. investors, obviously, remain cautious ahead of the big earnings week. and then we get the economic data on deck. the advanced first if quarter gdp reading comes next week as well as the fed's feat inflation gauge, core pce. personal consumption expenditures. that is fred. ed friday. one earnings move helping the dow buck the trend, am-ex, shares higher by about 5.25% after posting a double beat. but the s&p and the nasdaq are not getting the same boost and are on pace for a sixth straight day of declines. so let's get to our floor show traders to dissect all of the action. joining me now from the new york stock exchange, meridian equity partners' senior managing partner john corpina and the price futures group senior market analyst and all things oil, phil flinch -- flynn. phil, oil did sort of this pop and drop. again, we're talking about risk-on, risk-off, back to risk-on within hours of eac
we're talking about tesla, visa, microsoft, honeywell,s alphabet. big, big tech names, of course. and, by the way, tech is taking its worst hit right now, the sector, since december of 2022. investors, obviously, remain cautious ahead of the big earnings week. and then we get the economic data on deck. the advanced first if quarter gdp reading comes next week as well as the fed's feat inflation gauge, core pce. personal consumption expenditures. that is fred. ed friday. one earnings move...
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Apr 19, 2024
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, meta and alphabet reporting next week and microsoft underperforming. could earnings change the story for the stock? let's bring back the chart master carter braxton worth and mike khouw for good old fashioned old school "options action." carter, kick is off with the charts. >> this is a big and prominent name that matters to all, perhaps not widely as apple, but number two, sure hi, and bigger market cap now so here's a chart, we have three, with the 150-day moving average, that october selloff was a 15%er, and i think we're headed down there again. so take a look at the next iteration. and, what you'll see here is, we dropped 15.6%, we touched the 150-day to the penny and we bounced. this selloff, i think, is going to do the exact same thing that would take us down 12 3k9, and it's also exactly where the trend line, and that's the point of a moving average, is essentially an automated trend line comes into play so lower from here, and then even as we get to that level, a play for bounce. >> so, mike, what's the trade? >> yeah, it's interesting, option
, meta and alphabet reporting next week and microsoft underperforming. could earnings change the story for the stock? let's bring back the chart master carter braxton worth and mike khouw for good old fashioned old school "options action." carter, kick is off with the charts. >> this is a big and prominent name that matters to all, perhaps not widely as apple, but number two, sure hi, and bigger market cap now so here's a chart, we have three, with the 150-day moving average,...
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Apr 20, 2024
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thank for example google or microsoft, verizon, et cetera. the new provision would allow the government to compel surveillance assistance from any provider of any service that has access to equipment on which communications are recorded and then stored, this would report a huge number of u.s. businesses that provide wi-fi to the customers and therefore have access to routers and to communication equipment. apparently this provision is a result of the intelligence community being told by the foreign intelligence surveillance act with the fisc as is sometimes described that data centers and cloud computing do not under existing law have to comply with pfizer compelled disclosures. the intelligence committee members claim it was a narrow fix to allow the government to compel information from a single service provider, just one, yesterday on the senate floor, my friend and colleague, the distinguished senior senator from the state of virginia and the chairman of the intelligence oversight committee in the senate spoke about the now infamous term
thank for example google or microsoft, verizon, et cetera. the new provision would allow the government to compel surveillance assistance from any provider of any service that has access to equipment on which communications are recorded and then stored, this would report a huge number of u.s. businesses that provide wi-fi to the customers and therefore have access to routers and to communication equipment. apparently this provision is a result of the intelligence community being told by the...
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Apr 19, 2024
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. >> other companies including microsoft, off about, amazon and also meta, what you watching. >> microsoft is the biggest company in the world right now so the big question to maintain the earnings momentum that got it there investors are good be looking for an uptake on the new copilot a.i. software. >> what is the news there. >> meta is up 35% for the year and concerns for the margins and speaking of a.i. this packs week they launched a meta a.i. chabad and head-to-head with the chat box with openai, google and microsoft. se.jack: only good news and the shiny thing in the market is called. >> the metal gold is one of the better asset classes up 15% hit $24 an ounce and why attire is tougher to determine normally when you have higher market interest rates in the u.s. like you had this year gold goes lower but it goes higher and you had redemption from some of the big u.s. gold etf's like the spider gold trust, the gld, what seems to be happening you see stronger demand from outside of the united states the central banks are buying including china as well as asian investors and people may
. >> other companies including microsoft, off about, amazon and also meta, what you watching. >> microsoft is the biggest company in the world right now so the big question to maintain the earnings momentum that got it there investors are good be looking for an uptake on the new copilot a.i. software. >> what is the news there. >> meta is up 35% for the year and concerns for the margins and speaking of a.i. this packs week they launched a meta a.i. chabad and...
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Apr 20, 2024
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the accessibility elements of motioninput are all available to download for free on the microsoft store. the future aim is to commercialise the non—accessibility applications of the software into industries such as manufacturing or healthcare. but in the short term, it's all about the games. now, many of us have a movie that we just love, that we'll watch time and time again and could recite loads of the lines from. ghost? yep. star wars? 0bviously. well, how about if the next time you press play, it had the same people in it, it was about the same topic, but there was a different storyline, different dialogue and different music? would it be the same movie? well, there is a new "generative" documentary about the musician brian eno that does just that, and ben derico has the story. applause inside theatre hey. that version of the film was just for you. that will never be seen again anywhere else in any other time. this is documentary filmmaker gary hustwit. if you didn't catch that, he just said that his new film about brian eno, the one we all just watched, will never be seen again.
the accessibility elements of motioninput are all available to download for free on the microsoft store. the future aim is to commercialise the non—accessibility applications of the software into industries such as manufacturing or healthcare. but in the short term, it's all about the games. now, many of us have a movie that we just love, that we'll watch time and time again and could recite loads of the lines from. ghost? yep. star wars? 0bviously. well, how about if the next time you press...
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Apr 20, 2024
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included those entities have direct access to americans communications for think for example google or microsoft, verizon et cetera. this supervision would allow the government to compel warrantless surveillance assistance from any provider of any service that is access to equipment on which communications are routed and then stored. this would include a huge number of u.s. businesses that provide wi-fi to their customers. have access to routers and two o communication equipment. apparently this provision is a result of the intelligence community's ire the foreign intelligence surveillance act court that data centers for cloud computing do not under existing law have to comply with isaac compel disclosures. intelligence committee members claim it was a narrow fix allowed the government to compel information from a single service provider. just one. yesterday right on the senate floor my friend and colleague distinguished senior senator from the state of virginia the oversight committee spoke about now infamous turner amendment. first and foremost senator warner admitted in that context even he t
included those entities have direct access to americans communications for think for example google or microsoft, verizon et cetera. this supervision would allow the government to compel warrantless surveillance assistance from any provider of any service that is access to equipment on which communications are routed and then stored. this would include a huge number of u.s. businesses that provide wi-fi to their customers. have access to routers and two o communication equipment. apparently...
SFGTV: San Francisco Government Television
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Apr 20, 2024
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so when it comes to implement we're to use microsoft to develop and make sure we're attracting and have implementation groups to implement those each goal is sponsored by an executive to make sure that work is delivered on the priority and develop goals measurable objectives to the keeping us on track and 389s for our leadership and reporting you can track as the plan is developed and implemented and last deputy a communication plan to bring the public on t us what does that mean we're going to present this on may 1st, you'll get an invitation and host the kind of kickoff developing the timelines those work team provide a biweekly report to the team to make sure they remain on track and booblgz will be addressed that's kind of the overview any questions? i'll be happy to answer any questions you may have. >> no questions oh, let me call for public comment, any public comment on this item? >> then we'll do commissioners, comments or questions. >> sorry about that patrick. >> good morning. my name is jerry. this strategic plan is aspirational when will addicting have a detailed task list
so when it comes to implement we're to use microsoft to develop and make sure we're attracting and have implementation groups to implement those each goal is sponsored by an executive to make sure that work is delivered on the priority and develop goals measurable objectives to the keeping us on track and 389s for our leadership and reporting you can track as the plan is developed and implemented and last deputy a communication plan to bring the public on t us what does that mean we're going to...
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Apr 20, 2024
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the accessibility elements of motioninput are all available to download for free on the microsoft store. the future aim is to commercialise the non—accessibility applications of the software into industries such as manufacturing or healthcare. but in the short term, it's all about the games. now, many of us have a movie that we just love, that we'll watch time and time again and could recite loads of the lines from. ghost? yep. star wars? obviously. well, how about if the next time you press play, it had the same people in it, it was about the same topic, but there was a different storyline, different dialogue and different music? would it be the same movie? well, there is a new "generative" documentary about the musician brian eno that does just that, and ben derico has the story. applause inside theatre hey. that version of the film was just for you. that will never be seen again anywhere else in any other time. this is documentary filmmaker gary hustwit. if you didn't catch that, he just said that his new film about brian eno, the one we all just watched, will never be seen again.
the accessibility elements of motioninput are all available to download for free on the microsoft store. the future aim is to commercialise the non—accessibility applications of the software into industries such as manufacturing or healthcare. but in the short term, it's all about the games. now, many of us have a movie that we just love, that we'll watch time and time again and could recite loads of the lines from. ghost? yep. star wars? obviously. well, how about if the next time you press...
SFGTV: San Francisco Government Television
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Apr 21, 2024
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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 21, 2024
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at the end of the day, what kept ukraine running was some combination of microsoft and amazon, moving all of their data to the cloud and then elon musk coming in and providing starlink so they could communicate to that cloud. >> incredible. >> something we never saw in the old cold wars. >> it's a fascinating read. it's good to see you in person and we'll have to leave it there. >> thank you. >>> pennsylvania's governor josh shapiro standing by waiting for us. we'll be right back. >>> we go now to the democratic governor of pennsylvania josh shapiro. he joins us this morning from abbington, pennsylvania. governor, thank you for sticking with us. we've been having some transmission technical issues. hopefully we don't get interrupted. i'll get straight to it. >> i look forward to the conversation. >> i'll get straight to it, governor. you have been outspoken against the rising and troubling anti-anti-semitism in this country. the fbi director said federal law enforcement is concerned about lone actors targeting gatherings ahead of the start of passover which starts tomorrow. are there
at the end of the day, what kept ukraine running was some combination of microsoft and amazon, moving all of their data to the cloud and then elon musk coming in and providing starlink so they could communicate to that cloud. >> incredible. >> something we never saw in the old cold wars. >> it's a fascinating read. it's good to see you in person and we'll have to leave it there. >> thank you. >>> pennsylvania's governor josh shapiro standing by waiting for us....
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Apr 21, 2024
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big tech, tesla, microsoft, meta, alphabet will kick off earnings. investigators -- investors will look for ai to rebound and slumping u.s. stocks, not a great week for the s&p. meta is expected to show strong revenue growth and almost double net earnings from a year ago. tesla fell for the first time since 2020 after its largest delivery drop on record. a busy earnings week in asia, led by sk hynix. the south korean company will probably beat consensus on operating profit thanks to a dominating market share in high-bandwidth memory chips. bank of japan has a policy decision in focus and it is expected to keep rates on hold after delivering the historic hike last month. bank of indonesia might deliver a hike wednesday to put a floor under the rupiah. we will be watching chinese commercial banks probably keep their loan prime rates unchanged following the pboc's hold this month. in the u.s., economists think gdp growth may have slowed in the first quarter. the feds inflation gauge sit -- stayed elevated. ahead of the release of u.s. data, fed official
big tech, tesla, microsoft, meta, alphabet will kick off earnings. investigators -- investors will look for ai to rebound and slumping u.s. stocks, not a great week for the s&p. meta is expected to show strong revenue growth and almost double net earnings from a year ago. tesla fell for the first time since 2020 after its largest delivery drop on record. a busy earnings week in asia, led by sk hynix. the south korean company will probably beat consensus on operating profit thanks to a...
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Apr 22, 2024
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tesla, microsoft, meta, and alphabet are all do. >> we are hearing it is all big tech. >> big tech has great balance sheets with a lot of cash and little debt. >> companies generating extraordinary amounts of cash flow are still doing well. >> tech is a big part of the quality story. >> looking out 1, 2, three quarters, it will start running out. >> you cannot just have tech doing well. >> it will be a good distraction for the market, to have a look at what is going on to see whether the valuations are supported by the fundamentals. haslinda: big tech, big expectations. let's get analysis with our mliv strategist in singapore. mark: the post-survey focused on the risks coming from treasury yields may be reaching 5% as the biggest factor which may weigh on earnings in the earnings season. slightly less worried about the ai impact. so companies would not come through on these wonderful promises of where ai is going in terms of her earnings. most of the survey was done before and video dropped 10%. as we go into the period where most of the magnificent seven reporting this week, people wi
tesla, microsoft, meta, and alphabet are all do. >> we are hearing it is all big tech. >> big tech has great balance sheets with a lot of cash and little debt. >> companies generating extraordinary amounts of cash flow are still doing well. >> tech is a big part of the quality story. >> looking out 1, 2, three quarters, it will start running out. >> you cannot just have tech doing well. >> it will be a good distraction for the market, to have a look at...
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Apr 22, 2024
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microsoft and alphabet report on thursday. this is after the worst weekly performance last year with the tech stocks weighing heavily on the year. tesla is cutting prices after it is battling higher inventory after increased competition. let's look at tesla prices right now. stock, i should say. down 2.5%. the stock has been heavily under pressure due to price wars with ev makers in china. also looking at chinese ev makers on the back of the reduction in prices by tesla. they are under pressure as well. interesting to see. li auto down 8%. followed by gw motor. leap motor down 5.5%. we are getting news that tesla's ceo elon musk, is postponing the visit to india. asked about the investment to the market. >> we have seen outstanding talent here. we have some of the chips designed and software and hardware in india for the global markets. the last few years, we have seen 5g in india and it has been amazing to see the opportunities that brings for indian consumers as well as for enterprises. we have seen india as a great r&d cent
microsoft and alphabet report on thursday. this is after the worst weekly performance last year with the tech stocks weighing heavily on the year. tesla is cutting prices after it is battling higher inventory after increased competition. let's look at tesla prices right now. stock, i should say. down 2.5%. the stock has been heavily under pressure due to price wars with ev makers in china. also looking at chinese ev makers on the back of the reduction in prices by tesla. they are under pressure...