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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
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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
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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
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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
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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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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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Apr 26, 2024
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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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Apr 26, 2024
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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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Apr 26, 2024
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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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Apr 26, 2024
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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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Apr 26, 2024
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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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Apr 26, 2024
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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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Apr 26, 2024
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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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Apr 26, 2024
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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
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alphabet microsoft deliver
alphabet microsoft deliver
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Apr 26, 2024
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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...
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Apr 26, 2024
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microsoft share up 4%. timothy, thank you >>> coming up on "worldwide exchange," thanks, but no thanks mega mining merger looks like it wy be over before it starts weill be right back right after this break . people person. but he is an “i can solve this in 4 different ways” person. you need clem. clem needs benefits. work with principal so we can help you with a plan that's right for him. you know what i'm saying? let our expertise round out yours. >>> welcome back to "worldwide exchange." we start with anglo american rejecting the takeover proposal from bhp saying it is significantly under valuing the company and prospects. in a statement, the chairman calls the bid unattractive and creates substantial uncertainty and execution risks for the company and other shareholders shares of both companies trading lower. >>> the bank of japan keeping rates unchanged after the policy meeting. this after inflation came in lower than expected for the month. the boj will buy bonds at the same pace as previous month
microsoft share up 4%. timothy, thank you >>> coming up on "worldwide exchange," thanks, but no thanks mega mining merger looks like it wy be over before it starts weill be right back right after this break . people person. but he is an “i can solve this in 4 different ways” person. you need clem. clem needs benefits. work with principal so we can help you with a plan that's right for him. you know what i'm saying? let our expertise round out yours. >>> welcome...
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Apr 26, 2024
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, is waiting for more earnings from two big energy companies, chevron, and exxon mobile, this after microsoft and alphabet both saw shares rally on strong reports. what more can you tell us here? >> indeed. alphabet owns google and youtube reported better than expected results yesterday with soaring profits in their cloud division and announced its first dividend ever. so revenue was up 15% in the first quarter to $80 billion and jumped up 57%. so the board of alphabet approved a dividend of 20 cents per share as well as $70 billion share buy back. and of course the alphabet shares jumped after hours on the news. >> and finally, the federal trade commission is sending millions in refunds to crustmers of the popular doorbell camera and home security provider ring. i think a lot of people here might want to hear about this one. let's talk more about it. >> it's interesting the ftc sending out $5.6 million in refunds to ring customers. this is part of a settlement with the amazon-owned company that makes doorbells and security videos. last year the ftc accused ring of allowing employees and cont
, is waiting for more earnings from two big energy companies, chevron, and exxon mobile, this after microsoft and alphabet both saw shares rally on strong reports. what more can you tell us here? >> indeed. alphabet owns google and youtube reported better than expected results yesterday with soaring profits in their cloud division and announced its first dividend ever. so revenue was up 15% in the first quarter to $80 billion and jumped up 57%. so the board of alphabet approved a dividend...
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Apr 26, 2024
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microsoft said 7% of growth in cloud was coming from a.i. products meta is actually not really clear what their business model is going to be they are giving away the models. >> investors do not like the metaverse one bit. one thing that is underreported is the digital ad business google with a rebound. double bdigits year over year. what does that tell you about the companies for microsoft and the tens of billions for google. for amazon, it is a big and growing business how important will the digital ad business be going forward >> it is the business. what happens is most companies captured attention of all of the people in the world and they are selling ads. ads are profitable this is what amazon realized everyone is coming to amazon to buy products and they will think let's sell them ads. if you look at the amazon page, 70% of it is ads they are paying for. this is an important business. the growth is continuing you saw acceleration with the youtube ads and growth with search ad business is here to stay. >> was this the "show me" quarter
microsoft said 7% of growth in cloud was coming from a.i. products meta is actually not really clear what their business model is going to be they are giving away the models. >> investors do not like the metaverse one bit. one thing that is underreported is the digital ad business google with a rebound. double bdigits year over year. what does that tell you about the companies for microsoft and the tens of billions for google. for amazon, it is a big and growing business how important...
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Apr 26, 2024
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the positive story came through for microsoft an alphabet. the fact they are able to monetize in the cloud business, the investments around ai. i want to give you a look at what's happening in terms of multiples and the valuation story. we know this is been a concern and investors are wringing their hands. look at tesla. it's at a challenging year. elon musk was able to sway those concerns and the earnings call. you are still down double digits for tesla and this is the 12 month blended pe, 59 times for tesla, despite the challenges it faces in the chinese market. all of that playing into the mix. meta-is looking cheap. they had a challenging earning story in terms of the outlook. 20 times versus 59 times. that tells you a lot about how things are shaping up. let's have a look at the biggest story. i want to give you context in terms of softness. the japanese yen is down 40%. 40% versus the u.s. dollar. the bank of japan coming through with what bloomberg economic says was a dovish hole. that story continues to be in focus. more analysis on t
the positive story came through for microsoft an alphabet. the fact they are able to monetize in the cloud business, the investments around ai. i want to give you a look at what's happening in terms of multiples and the valuation story. we know this is been a concern and investors are wringing their hands. look at tesla. it's at a challenging year. elon musk was able to sway those concerns and the earnings call. you are still down double digits for tesla and this is the 12 month blended pe, 59...
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Apr 26, 2024
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microsoft and google owner, alphabet, bank bumper profits from al, easing frazzled nerves on wall street. also coming up, double whammy on the us economy. growth slows sharply. but inflation jumps, dashing hopes of interest rate cuts from the federal reserve. plus, poll position. as half the world prepares to vote in the biggest election year in history, we'll be speaking to the boss of online research giant, yougov. we start with big tech, and what a difference a day makes. this time yesterday, meta, the owner of facebook, instagram and whatsapp, rattled wall street
microsoft and google owner, alphabet, bank bumper profits from al, easing frazzled nerves on wall street. also coming up, double whammy on the us economy. growth slows sharply. but inflation jumps, dashing hopes of interest rate cuts from the federal reserve. plus, poll position. as half the world prepares to vote in the biggest election year in history, we'll be speaking to the boss of online research giant, yougov. we start with big tech, and what a difference a day makes. this time...
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Apr 26, 2024
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stocks powering ahead today and this is six in large part to what we got on the earnings front, you had microsoft and alphabet. it really showed how ai is fueling growth. stocks are reversing, some of the softness from yesterday. we are seeing chinese tech, really stealing the limelight and hong kong markets headed for their best week since 2022. the yen is hovering flat against the dollar as we wait for what we get from the boj, let's take a look at stock market movers because i think that is what highlights how quickly sentiment can turn for some chip related names and how closely they are still tied to their u.s. peers and big tech names. yesterday, they slid and today recovering. let's look at jgb futures as well. as i said, we got data out of the u.s. overnight and that complicates things for the fed. it also puts pressure on treasuries that selloff, yields higher, reading into what we are seeing from japan, it's also about traders bracing potentially for the start of signals on quantitative tightening. we are anticipating hawkish signs because he has to keep the yen depreciation and check.
stocks powering ahead today and this is six in large part to what we got on the earnings front, you had microsoft and alphabet. it really showed how ai is fueling growth. stocks are reversing, some of the softness from yesterday. we are seeing chinese tech, really stealing the limelight and hong kong markets headed for their best week since 2022. the yen is hovering flat against the dollar as we wait for what we get from the boj, let's take a look at stock market movers because i think that is...
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Apr 26, 2024
04/24
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to microsoft partnership but with openai, the creator of chatgpt. shares rose on the news. and together, they should go some way through restoring confidence in the tech sector which was shaken wednesday after meta's stock fell after its own earnings report and after the market was rattled by slowing us gdp and stubborn inflation. in other earnings news, intel also announced its results but it was its outlook for the second quarter of the year that sent should shares lower in later trading. intel says weak demand for its traditional datacentre and pc chips is what led to the lower forecast. investors are investors a re now investors are now trimming expectations that the federal reserve will cut rates before september. the latest data show its economy grew at its slowest pace in nearly two years in the first three months of the year. the personal consumption expenditures price index — which is a key indication of inflation — rose 3.4% for the quarter. us secretary of state is meeting chinese officials on a three—day trip. economic ties have be
to microsoft partnership but with openai, the creator of chatgpt. shares rose on the news. and together, they should go some way through restoring confidence in the tech sector which was shaken wednesday after meta's stock fell after its own earnings report and after the market was rattled by slowing us gdp and stubborn inflation. in other earnings news, intel also announced its results but it was its outlook for the second quarter of the year that sent should shares lower in later trading....
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Apr 26, 2024
04/24
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war the ai boom as shares of both check giants rise. shares of alphabet and microsoft rise. china kicks off its biggest showcase of cars as electric vehicles take centre stage at the beijing auto show. hello and welcome to asia business report. i'm mariko oi. we begin in the us, where two tech giants, microsoft and google parent alphabet, have reported strong first quarter results, with the artificial intelligence boom at the center of it all. erin delmore has the details. among the dozens of companies reporting first—quarter earnings on thursday, alphabet and microsoft took centre stage. both beat expectations on earnings and revenue,
war the ai boom as shares of both check giants rise. shares of alphabet and microsoft rise. china kicks off its biggest showcase of cars as electric vehicles take centre stage at the beijing auto show. hello and welcome to asia business report. i'm mariko oi. we begin in the us, where two tech giants, microsoft and google parent alphabet, have reported strong first quarter results, with the artificial intelligence boom at the center of it all. erin delmore has the details. among the dozens of...
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Apr 26, 2024
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microsoft and google both performing pretty strongly. we've got s&p futures better to the tune of .75%. we saw nasdaq triple q etf that tracks the big tech names in positive territory. the yuan there against the greenback at the moment. we've got other futures looking to be in somewhat mixed territory. let's take a look at how some of these japanese assets are trading at the moment as well. also off the back of those impressive tech earnings from the u.s. the broader nikkei looking kind of flat at the moment. the yen very much in focus. not a lot of change. 155.61. but to give you some context on what we saw today, we got a real shocker. tokyo cpi for the month of april, that came in at 1.8% for the month. that was a big under shoot on the 2.5% we were expecting. that could potentially have implications for what we see with inflation nationwide in japan and the boj is holding its meeting today, or wrapping up its meeting today. the press conference from the governor will be really closely watched. we are not expecting any policy change,
microsoft and google both performing pretty strongly. we've got s&p futures better to the tune of .75%. we saw nasdaq triple q etf that tracks the big tech names in positive territory. the yuan there against the greenback at the moment. we've got other futures looking to be in somewhat mixed territory. let's take a look at how some of these japanese assets are trading at the moment as well. also off the back of those impressive tech earnings from the u.s. the broader nikkei looking kind of...
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Apr 26, 2024
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we begin in the us, where two tech giants, microsoft and google parent alphabet, have reported strong first quarter results, with the artificial intelligence boom at the center of it all. erin delmore has the details. among the dozens of companies reporting first—quarter took centre stage.
we begin in the us, where two tech giants, microsoft and google parent alphabet, have reported strong first quarter results, with the artificial intelligence boom at the center of it all. erin delmore has the details. among the dozens of companies reporting first—quarter took centre stage.
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Apr 25, 2024
04/24
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microsoft is around 30% cloud growth. i'm looking for google and aws to start to share a little more data and give us more visibility . but i love that microsoft came out and said this is how much of our azure growth is tied to ai. that says the company is comfortable, the deals are growing, enterprises are spending more with them and it is ai specific. paul: let's look at intel, some disappointing sales and profit numbers, but i understand you have in speaking with the ceo. did you hear anything that reassured you? >> intel is a multi-year investment play for a lot of investors looking for that short-term win. they have to understand the new segmentation, the products and foundry is all about becoming a critical infrastructure partner to the u.s. and the west for a supply chain resiliency, national defense, global technology and economic readership. i think intel has made the commitment. in the conversations we've had and he has shared publicly is that the company -- company has hit targets. it was a problem for a long t
microsoft is around 30% cloud growth. i'm looking for google and aws to start to share a little more data and give us more visibility . but i love that microsoft came out and said this is how much of our azure growth is tied to ai. that says the company is comfortable, the deals are growing, enterprises are spending more with them and it is ai specific. paul: let's look at intel, some disappointing sales and profit numbers, but i understand you have in speaking with the ceo. did you hear...
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Apr 25, 2024
04/24
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the ai boom propelling alphabet and microsoft's quarterly numbers, as shares of both tech giants rise. china kicks off its biggest showcase of cars, as electric vehicles take center—stage at the beijing auto show. hello and welcome to asia business report. i'm mariko 0i. we begin in the us, where two tech giants, microsoft and google parent alphabet, have reported strong first quarter results, with the artificial intelligence boom at the centre of it all. erin delmore has the details. among the dozens of companies reporting first—quarter earnings on thursday, alphabet and microsoft took centre stage. both beat
the ai boom propelling alphabet and microsoft's quarterly numbers, as shares of both tech giants rise. china kicks off its biggest showcase of cars, as electric vehicles take center—stage at the beijing auto show. hello and welcome to asia business report. i'm mariko 0i. we begin in the us, where two tech giants, microsoft and google parent alphabet, have reported strong first quarter results, with the artificial intelligence boom at the centre of it all. erin delmore has the details. among...
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Apr 25, 2024
04/24
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let's talk about microsoft and alphabet, both of which are flying in after-hours trading. microsoft beat the estimates for every major line item with 17% revenue growth, which is incredible 20% earnings growth. that's looking growth. their azure cloud business growing nicely again much better than expected. ♪ hallelujah ♪ their integration of artificial intelligence seems to be helping them sell enterprise software, which is microsoft's bread and butter these ai workloads are incredibly strong for them and they are seeing stability even in the pc market yes, it's stabilizing. nice quarter as for alphabet, wow, they finally did it it was a magnificent set of numbers. no wonder the stock was so strong searching youtube core business were much better than expected they finally broke out some numbers for youtube and they were spectacular ai business incredible google cloud was great growing at 28.4% clip. up with the other big boys authorized, get this, $70 billion buyback on the strength of share count directly boosting the earnings per share and hallelujah ♪ hallelujah
let's talk about microsoft and alphabet, both of which are flying in after-hours trading. microsoft beat the estimates for every major line item with 17% revenue growth, which is incredible 20% earnings growth. that's looking growth. their azure cloud business growing nicely again much better than expected. ♪ hallelujah ♪ their integration of artificial intelligence seems to be helping them sell enterprise software, which is microsoft's bread and butter these ai workloads are incredibly...
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Apr 25, 2024
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microsoft with the uae basically partnering to ensure that any ai and ai infrastructure they build across the gulf and other countries, it is not going to be based on huawei infrastructure. it is going to be based on u.s. infrastructure. these are examples -- we are not going to match china in foreign aid ever. it is not our way and politically impossible but we have the world's most creative, dynamic, innovative tech and private sector. we need to find ways to leverage and partner with them to be instruments of american foreign policy. when their interest align, that is often quite possible and we overlook that kid we -- we overlook that. the entire one hand find our back when we don't use our prowess to our advantage. tom: that the authoritarian states have a particularly authoritarian model of building relationships and it is not surprising that they tend to seek out like-minded regimes in the developing world to try to reinforce those regimes. we do better beyond what the u.s. government does in terms of foreign assistance is unleash the power of the american economy, the american ngo
microsoft with the uae basically partnering to ensure that any ai and ai infrastructure they build across the gulf and other countries, it is not going to be based on huawei infrastructure. it is going to be based on u.s. infrastructure. these are examples -- we are not going to match china in foreign aid ever. it is not our way and politically impossible but we have the world's most creative, dynamic, innovative tech and private sector. we need to find ways to leverage and partner with them to...
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Apr 25, 2024
04/24
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microsoft of gang violence for the prime minister to resign? i'm in for the rest, the dell is fighting to be ready for next one's friend show been. he's got off to a good start to ask the majority open beatings, 16 year old darwin blanche and straight fast went back to the 2nd one. the thanks for joining us. palestinian officials and gaza have been presenting evidence . they say proves the history. the ministry carried out torture and executions. in con eunice, it comes to the bodies recovered during the mass graves of gauze and maybe $400.00 bodies to be an exemption. 2 sides of the nasa and i'll ship a hospital compounds. if some glen fed reports. good, good. this is mother screams, are evidence the moments before her son's body was pulled from a mass grave at the mass of the hospital compound in hon. eunice, the doctor mohammed my are from guys of civil defense is showing videos and pictures to a room full of reporters. he wants the world to see the dozens of bodies they found, and to answer for them. like that of her father's young girl is
microsoft of gang violence for the prime minister to resign? i'm in for the rest, the dell is fighting to be ready for next one's friend show been. he's got off to a good start to ask the majority open beatings, 16 year old darwin blanche and straight fast went back to the 2nd one. the thanks for joining us. palestinian officials and gaza have been presenting evidence . they say proves the history. the ministry carried out torture and executions. in con eunice, it comes to the bodies recovered...
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so everyone for days that i did for microsoft to part is to be believed. which came in the 1st week of april that they sent that china is nice with the elections, of a deep traits. and another mcafee, the boss says that one thing that before it has uh, income that are deep fake and do they tend to believe it sold the, almost everybody to is in bartonville and, you know, you know, trying to change but big perception. but, and even though i'm protecting the national security, like what happened in philippines, perhaps what has bizarre, there is something very weird about different things. yeah. so this on the, for you to, you know, it is had and is, and they'll be very, i there, this is a bad thing. this is i be able to and the only way you can perhaps 5 feet deep creek and the i is using. yeah. you guys deal with. all right. all right. what time do you think you didn't you this a few moments ago the a i has presented itself with a bit of a nuisance on the st. martin. last 30 seconds to you please. i'm running low on time, but martin, is it only a nuisance o
so everyone for days that i did for microsoft to part is to be believed. which came in the 1st week of april that they sent that china is nice with the elections, of a deep traits. and another mcafee, the boss says that one thing that before it has uh, income that are deep fake and do they tend to believe it sold the, almost everybody to is in bartonville and, you know, you know, trying to change but big perception. but, and even though i'm protecting the national security, like what happened...
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Apr 25, 2024
04/24
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microsoft and alphabet ahead for earnings. meta-not setting a good stage. the outlook for tesla was good. interesting how these come in. the cloud unit, will they achieve the 28% growth many are expecting for alphabet their revenue is expected to decline for the first quarter by 5%. the traditional search business and of course ai and what makes this so interesting we have this two year yield almost at a 5%. despite the fact we have stocks down there is not fear. you could say the two year yield up another weight on investors as perhaps we are certain to think ahead to the fed next week. i don't think the fed will raise next week but nonetheless we color. when we put this together let's look at the chart we looked at yesterday sometimes it's helpful to do this and as a refresher this is the beautiful uptrend out of the october lows. if you were to put this in a longer chart you would see it's not quite parabolic but now we are starting to see over the last three weeks this decline down. they got pushed back down by resistance affecting the moving average. m
microsoft and alphabet ahead for earnings. meta-not setting a good stage. the outlook for tesla was good. interesting how these come in. the cloud unit, will they achieve the 28% growth many are expecting for alphabet their revenue is expected to decline for the first quarter by 5%. the traditional search business and of course ai and what makes this so interesting we have this two year yield almost at a 5%. despite the fact we have stocks down there is not fear. you could say the two year...
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Apr 25, 2024
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i'm looking forward to microsoft in alphabet. they are expecting to have updates on their ai efforts. maybe it is just for ai when you don't have these reality labs and metaverse, if that is set aside and it's just ai, how much would the stock be up? lisa: i feel bad for mark zuckerberg, he doesn't have the same call to personality that elon musk has. jonathan: he's cultivating. lisa: i'm wondering if he had -- he's gotten jack. at what point can he say something and people get excited about it the same way elon musk does? annmarie: fourth richest person in the world. jonathan: and lisa feel sorry for him. annmarie: i have the tiniest violin for mark zuckerberg. jonathan: let's talk about the data in an hour. u.s. first-quarter gdp data is due in 60 minutes. the bloomberg survey calling for a 2.5 percent rise over the previous quarter. we are looking at jobless claims and personal consumption data going into the next week. we will have pca, i federal reserve decision and we will be talking about payrolls next friday. if it took a
i'm looking forward to microsoft in alphabet. they are expecting to have updates on their ai efforts. maybe it is just for ai when you don't have these reality labs and metaverse, if that is set aside and it's just ai, how much would the stock be up? lisa: i feel bad for mark zuckerberg, he doesn't have the same call to personality that elon musk has. jonathan: he's cultivating. lisa: i'm wondering if he had -- he's gotten jack. at what point can he say something and people get excited about it...
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Apr 25, 2024
04/24
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results but weak guidance on the revenue outlook, the stock is down 13% we are previewing alphabet microsoft coming out "after the bell" tonight, the stocks are but were going into the numbers. investors watching the economic story, will get the first rita first quarter gdp this morning at 8:30 a.m. eastern ahead of the march pc index out tomorrow. the expectation call for gains and growth. european markets are mixed, take a look at the eurozone, up 52 but the cac 40 down 47 and ask index in germany lower by 110, and asia amick story as you can see the big mover, japan down better than 2%, korea one and three quarters percent, china was higher. protest growing on college campuses across the country each state deals with out-of-control demonstrations differently as the white house stays tightlipped on responding. president biden signing into law the bill to advance a national ban on tiktok, we will still campaign using the tiktok at as new polls show president trump's lead over biden is growing six of seven key swing states. joy to the conversation all morning long wealth partner mark tepper,
results but weak guidance on the revenue outlook, the stock is down 13% we are previewing alphabet microsoft coming out "after the bell" tonight, the stocks are but were going into the numbers. investors watching the economic story, will get the first rita first quarter gdp this morning at 8:30 a.m. eastern ahead of the march pc index out tomorrow. the expectation call for gains and growth. european markets are mixed, take a look at the eurozone, up 52 but the cac 40 down 47 and ask...
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Apr 25, 2024
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>> dan, i guess part of the question people have is you can see the real base case and reasons that microsoft is doing this spending because there's a huge potential market and huge market for use cases when it comes to business. use case is when it comes to the consumer are a little harder to find your way around at least ones you can monetize and maybe they need to lay that out more i do realize when it comes to advertising and what they have been able to deploy is advertising which outshines competitors. it may be a tough case with the monetizing >> i think for the consumer and the distinction you make, becky, is correct in terms of the enterprise you can invest we will see with microsoft and azure tonight. it is generating quantifiable revenue. with meta, it will take time it will manifest in a different way. you will see user metrics continue to remain healthy you will see more and more engagement with video and more immersive experiences. the ability to tease out exactly how it is being monetized with the generative a.i. will be tougher. i think the end result will be a healthy user bas
>> dan, i guess part of the question people have is you can see the real base case and reasons that microsoft is doing this spending because there's a huge potential market and huge market for use cases when it comes to business. use case is when it comes to the consumer are a little harder to find your way around at least ones you can monetize and maybe they need to lay that out more i do realize when it comes to advertising and what they have been able to deploy is advertising which...
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Apr 25, 2024
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here is where microsoft is more based on the multiple that microsoft is tradingat 35 time pe that's a little bit more on the sensitivity from rates less so far google alphabet is a story of what is going on in their business and disruption in the search business >> all right nimrit kang, thank you preview of microsoft and alphabet earnings after the bell today. >>> coming up after the break, micron is set to receive billions from the chips archact. >>> first the big money movers ford is moving higher with the strength of the commercial unit with the offset of ev losses it is lowering estimates and raising the adjusted free cash flow outlook. >>> whirlpool is increasing prices by 5% in north america due to sticky inflation and cutting 1,000 jobs to expand profit margins shares down 20% in the last year and 30% off the 52-week high >>> align technologies beating first quarter estimates and growing revenue by 6% thanks to the asia pacific region. shares up 5% right now we'll have more after the break. stay with us o find a doctor when? what about zocdoc? so many options. yeah, and dr. xi
here is where microsoft is more based on the multiple that microsoft is tradingat 35 time pe that's a little bit more on the sensitivity from rates less so far google alphabet is a story of what is going on in their business and disruption in the search business >> all right nimrit kang, thank you preview of microsoft and alphabet earnings after the bell today. >>> coming up after the break, micron is set to receive billions from the chips archact. >>> first the big...
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Apr 25, 2024
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microsoft has a clear a.i. model. they embed in in copilot and work flows meta is not selling chips or cloud services or a.i. models because they are based on open source how will they make money from a.i. they are spending all this money, but haven't put a strategy on it >> i want your thoughts on how you are reading that across the sector i want to share this quote with you from another analyst they said you blow the lights out or the market takes its pound of flesh i wonder if you agree with the sentiment. >> i think if you look at tesla, for example, you know, elon musk made a clear statement forget the automaker results, which were down, but focus on the future he sold it well. i don't buy it five years ago, tesla was all about electric vehicle and esg now electric vehicle sales are falling and china is getting competitive. now he is talking about autonomous driving that is possibly many years away there will be turbulence for companies like tesla back to your comment i guess it depends on investors. what i see i
microsoft has a clear a.i. model. they embed in in copilot and work flows meta is not selling chips or cloud services or a.i. models because they are based on open source how will they make money from a.i. they are spending all this money, but haven't put a strategy on it >> i want your thoughts on how you are reading that across the sector i want to share this quote with you from another analyst they said you blow the lights out or the market takes its pound of flesh i wonder if you...
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Apr 25, 2024
04/24
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can alphabet compete with the big boys, microsoft and aws? tom: breaking down the detail on the meta-story and investor disappointment around spending plans, setting us up for a big day of tech earnings. ai unicorns. a new generation of ai avatars. a ceo joins me for an exclusive conversation. later, eight a ceo joins me as they report revenue. we have interviews on gas and oil prices as well. stay with us. this is bloomberg. ♪ tom: welcome back to bloomberg daybreak: europe. ai unicorns and thieves yet is -- synthesia says so card -- so-called expressive avatars can react emotionally to what they are required to say resulting in more humanlike digital twins. the company saw the valuation hit $1 billion last year when it raised $90 million in funding. joining me is victor, the ceo. good morning and thanks for joining us. a major upgrade for you and the business. what are the use cases for this and what have clients said so far? it is early but what does this tell us about the ambitions of synthesia? >> what we are seeing so far, for the las
can alphabet compete with the big boys, microsoft and aws? tom: breaking down the detail on the meta-story and investor disappointment around spending plans, setting us up for a big day of tech earnings. ai unicorns. a new generation of ai avatars. a ceo joins me for an exclusive conversation. later, eight a ceo joins me as they report revenue. we have interviews on gas and oil prices as well. stay with us. this is bloomberg. ♪ tom: welcome back to bloomberg daybreak: europe. ai unicorns and...
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Apr 25, 2024
04/24
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a company like microsoft has expressed - microsoft has expressed interest in tiktok before, they want to get deeper into the social media game, oracle is tied up with tiktok over the last couple of years but mostly to tout its cloud services are legitimate, does not seem like they are a legitimate buyer, maybe a bunch of private equity funds could team up and put together their money, i would not rule out elon musk even though tesla stock has been sinking. perhaps he could make a run for tiktok, sinking. perhaps he could make a runfortiktok, i sinking. perhaps he could make a run for tiktok, i would sinking. perhaps he could make a run for tiktok, iwould not rule that out. the thing to keepin rule that out. the thing to keep in mind about a sale, the chinese government has the ability to veto a sale there because they have put bite dance the tiktok owner, they have put their technology on the export control list, it is our understanding tritone could veto sale and it's unlikely they would want to approve a sale under these circumstances. interesting to get your take on that. paresh da
a company like microsoft has expressed - microsoft has expressed interest in tiktok before, they want to get deeper into the social media game, oracle is tied up with tiktok over the last couple of years but mostly to tout its cloud services are legitimate, does not seem like they are a legitimate buyer, maybe a bunch of private equity funds could team up and put together their money, i would not rule out elon musk even though tesla stock has been sinking. perhaps he could make a run for...
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Apr 25, 2024
04/24
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double digit growth and monetisation models that are winning, so meta, amazon, microsoft and nvidia have it. declining revenue of growth — apple and tesla are falling out of favour, the mag seven becoming a fab five. elsewhere, president biden has signed into law a bill which gives tiktok�*s chinese owner, bytedance nine months to divest it or the social media app will be banned in the us. but tiktok has vowed to take legal action, saying in a statement that the us law is unconstitutional and that the company has gone to great lengths to ensure us user data is safe and free from outside manipulation. ray told me how he sees the situation with ticktum. —— tiktok. it's a lot more complicated. this is the only thing both parties in the us is critical on. the competition is really how the data will be separated. one model puts the data of a us server and of course divesting some of the ownership and the governance restrictions. that's the challenge but this is not a first amendment issue or national security issue, it's a reciprocity issue. if china would allow facebook and google to
double digit growth and monetisation models that are winning, so meta, amazon, microsoft and nvidia have it. declining revenue of growth — apple and tesla are falling out of favour, the mag seven becoming a fab five. elsewhere, president biden has signed into law a bill which gives tiktok�*s chinese owner, bytedance nine months to divest it or the social media app will be banned in the us. but tiktok has vowed to take legal action, saying in a statement that the us law is unconstitutional...
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Apr 24, 2024
04/24
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wait >> dan >> yeah, microsoft i think the reaction to meta should make you cautious about microsoft. >> and guy >> happy wedding anniversary to a cnbc legend bill griffith and his wife >> all right >> newmont mining on the back of what karen was talking about >> thank you for watching "fast money," great to have you. "mad money" with jim cramer starts right now >> my mission is simple. to make you money. i'm here to level the playing field for all investors. there's always a market somewhere, and i promise to help you find it. madam money starts right now. hey, i cramer. i'm just trying to save you a little bit of money. my job is not just to entertain, but to teach you. call me at 1-800-743-cnbc. cash is rook. we said cash is king when the
wait >> dan >> yeah, microsoft i think the reaction to meta should make you cautious about microsoft. >> and guy >> happy wedding anniversary to a cnbc legend bill griffith and his wife >> all right >> newmont mining on the back of what karen was talking about >> thank you for watching "fast money," great to have you. "mad money" with jim cramer starts right now >> my mission is simple. to make you money. i'm here to level the...
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Apr 24, 2024
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i would suspect that microsoft two would suspect that microsoft two would stay its hand. we will see. as other entrepreneurs or big financers, we seen former treasury stepped forward to say he is assembling a coalition to buy the act. , ., act. interesting for the fire sale. professor anupam _ act. interesting for the fire sale. professor anupam chander, - act. interesting for the fire sale. i professor anupam chander, thank act. interesting for the fire sale. - professor anupam chander, thank you for coming on the programme it is been hugely helpful. closely linked to that china — the news here in europe this week that chinese spies have infiltrated key government departments. there were two arrests here in the uk. christopher cash, a uk parliamentary researcher and another man. both charged with spying for china, allegedly providing information which could be "useful to an enemy". and then in germany, the top adviser to a far right politician was also arrested. maximilian krah, is a key member of the alternative for germany. his assistant, jian guo, is a german nation
i would suspect that microsoft two would suspect that microsoft two would stay its hand. we will see. as other entrepreneurs or big financers, we seen former treasury stepped forward to say he is assembling a coalition to buy the act. , ., act. interesting for the fire sale. professor anupam _ act. interesting for the fire sale. professor anupam chander, - act. interesting for the fire sale. i professor anupam chander, thank act. interesting for the fire sale. - professor anupam chander, thank...
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Apr 24, 2024
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positive obviously, from a sentiment perspective, what we hear from the mega caps coming up, we have meta, microsoft, alphabet this week, you have a host of the rest of the mega caps next week. that i think is going to be very important in the short term. but overall, i think what we're seeing is that there's a broad number of companies across sectors and industries that are reporting good numbers, and to me, that supports this idea that we are seeing a broadening out of the market. we're seeing a rotation underneath the surface so whether or not the market is down because yields are moving higher, you have to be looking long-term. to me, i would be using down size opportunistically, because the fundamentals are in place, and there's good opportunities across sectors and industries right now. >> a lot of the folks that we have on our air here, like you, these days are talking about small caps a lot of people have been talking about small caps for a long time. so i guess i'm kind of from missouri, show me. show me the money here when is that going to happen, or is it happening? >> yeah, i think -- i
positive obviously, from a sentiment perspective, what we hear from the mega caps coming up, we have meta, microsoft, alphabet this week, you have a host of the rest of the mega caps next week. that i think is going to be very important in the short term. but overall, i think what we're seeing is that there's a broad number of companies across sectors and industries that are reporting good numbers, and to me, that supports this idea that we are seeing a broadening out of the market. we're...
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Apr 24, 2024
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i think microsoft and amazon will also deliver the goods. and so i think you're setting up where these multiples and the growth we have last year in stock appreciation is going to be warranted and will help lift up the rest of the market. to your point about these six names versus the other 494, i think once we get into the second and third quarter of the year, the other names, the other names in the s&p from a revenue and earnings, are going to start to pick up i think this is just a q1 year over year. i'm about the negative earnings growth >> weiss, are we going to meet the moment if you look at the mega cap, we're not here without that, obviously. nvidia is up 100% in six months. meta is up 66% in six months amazon, alphabet, 39%, 29.5%, respectively microsoft, 24% we can take apple out for now. it's irrelevant to our conversation the question is, are they going to live up to the hype so to speak? >> i believe they will, actually i think that meta and microsoft -- i don't want to say definitely but a much higher probability on meta. micro
i think microsoft and amazon will also deliver the goods. and so i think you're setting up where these multiples and the growth we have last year in stock appreciation is going to be warranted and will help lift up the rest of the market. to your point about these six names versus the other 494, i think once we get into the second and third quarter of the year, the other names, the other names in the s&p from a revenue and earnings, are going to start to pick up i think this is just a q1...
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Apr 24, 2024
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tomorrow, microsoft and google, down. alphabet, i should say. down. we will be watching these reports for growth on stimulus and in the economy with the ai factor. sonali: a lot of signals to pay attention to. thank you. we discuss it now with christina uber. a chief market strategist. what are the signals telling you? christina: relatively good. we have seen some anomalies but that speaks to customer basis. we had one customer service company sharing that they saw consumer weakness. for the most part, a good earnings season. enthusiasm about tech. i think we will continue to see some relatively good earnings reports. sonali: every other day the market is looking for direction. knowing what we know about data and where equities are heading, how do you start to perhaps change the way you are approaching the market? kristina: we have to think of this as a unique and short-term phase. it's a holding period where we are waiting for signs around what fed policy will be like this year. having said that, most investors have a longer time horizon. it is impor
tomorrow, microsoft and google, down. alphabet, i should say. down. we will be watching these reports for growth on stimulus and in the economy with the ai factor. sonali: a lot of signals to pay attention to. thank you. we discuss it now with christina uber. a chief market strategist. what are the signals telling you? christina: relatively good. we have seen some anomalies but that speaks to customer basis. we had one customer service company sharing that they saw consumer weakness. for the...