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Apr 25, 2024
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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 26, 2024
04/24
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and microsoft took centre stage. both beat expectations on earnings and revenue thanks in no small part to investments in artificial intelligence. one standout spot for alphabet was google cloud revenue, whichjumped 28% in 01. a lot of generative ai tools rely on the cloud to reach customers. alphabet announced some good news for investors. it's first ever dividend of 20 cents per share. and an additional $70 billion buy—back. that initially sent shares into the double digits after the bell. and for microsoft's part, its intelligent cloud division delivered greater revenue than expected thanks to a boost from microsoft's partnership with openai, the creator of chatgtp. the creator of chatgpt. shares of microsoft also initially rose on the news. and together they should go some way toward restoring confidence in the tech sector, which was shaken on wednesday when meta stock fell after its own earnings report and after the wider market was rattled thursday morning by slowing us gdp and stubborn inflation. joining me
and microsoft took centre stage. both beat expectations on earnings and revenue thanks in no small part to investments in artificial intelligence. one standout spot for alphabet was google cloud revenue, whichjumped 28% in 01. a lot of generative ai tools rely on the cloud to reach customers. alphabet announced some good news for investors. it's first ever dividend of 20 cents per share. and an additional $70 billion buy—back. that initially sent shares into the double digits after the bell....
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Apr 5, 2024
04/24
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it does, but the problem is, isn't it, does it, does he relate to microsoft, the microsoft platform, it does everything. so well, it's so easy to use it so cumbersome to bring in different apps and different platforms to it. but maybe that just isn't room for single product companies in the market. this is this fundamental question of many regulators around the world. i'm troubling with when it comes to digital platforms. the essence of digital tap forms is that they are eco systems and they find it very easy to extend the office of the off the products. they offer a multiple functionalities that if they do they use that is that they use, it gets a seamless product which works well, which is integrated and this is down them into platforms. army. nope, because sure gets a benefit. they buy a single product, it works seamlessly, they don't have to bother their head, we'd assembling different things together and it works. the problem does this great . so they create this is that they're faced by very vocal completeness. like slack like is the same, but how are we going to have this? so
it does, but the problem is, isn't it, does it, does he relate to microsoft, the microsoft platform, it does everything. so well, it's so easy to use it so cumbersome to bring in different apps and different platforms to it. but maybe that just isn't room for single product companies in the market. this is this fundamental question of many regulators around the world. i'm troubling with when it comes to digital platforms. the essence of digital tap forms is that they are eco systems and they...
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Apr 26, 2024
04/24
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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
04/24
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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 25, 2024
04/24
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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
04/24
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. >> microsoft >> microsoft and this is a great test for them -- i don't like where steve had mentioned that a.i. went from -- up to 7% part of that growth versus 6%, you would have liked to see a little more traction, but it's going in the right direction. >> in terms of big seven, whatever you want to call it, but so far, the names that have reported, are they going to be defensive in this environment at these multiples? have they proven -- has alphabet and microsoft, pick on those two in particular, because we have the results tonight, are they going to be defensive? >> i think they're defensive when you have these kinds of numbers. i don't know how defensive you can be at some point and i think defensive for megacap tech stocks -- the kind of growth we're seeing, from these companies, it's mid teens, it's high teens, for multiples, you know, if you are looking at price to earnings growth, peg ratios, you know, there's -- different appetite for different levels of valuation, but they are defensive, they have proven defensive in the past. but where have we come from? and what we start
. >> microsoft >> microsoft and this is a great test for them -- i don't like where steve had mentioned that a.i. went from -- up to 7% part of that growth versus 6%, you would have liked to see a little more traction, but it's going in the right direction. >> in terms of big seven, whatever you want to call it, but so far, the names that have reported, are they going to be defensive in this environment at these multiples? have they proven -- has alphabet and microsoft, pick...
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Apr 16, 2024
04/24
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and microsoft. of course, energy continues to be the constraint but use cases are exploding across the board and now this fourth industrial revolution is here being led by jenson and adele. caroline: we thank you. let's go to a key player, apple, pledged to buy more components and accessories and devices from vietnam suppliers. the move is a big boost for the southeast asian companies and vietnam emerges as a electronics hub and apple is looking to shift production of their gadgets away from china to minimize the geopolitical use and they're exploring india and vietnam which has seen a four poll increase in companies assembling apple products over the last decade. let's talk about global regulation for a moment and joined with the european commissioner of financial services to discuss all things digital finance and regulation, ed. ed: we're looking at erickson, the swedish shares, 2% higher as it stands and the u.s. a.d.r. is higher even still than that. beat on earnings and it's really interesting,
and microsoft. of course, energy continues to be the constraint but use cases are exploding across the board and now this fourth industrial revolution is here being led by jenson and adele. caroline: we thank you. let's go to a key player, apple, pledged to buy more components and accessories and devices from vietnam suppliers. the move is a big boost for the southeast asian companies and vietnam emerges as a electronics hub and apple is looking to shift production of their gadgets away from...
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Apr 26, 2024
04/24
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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 11, 2024
04/24
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it shows that now that activision is under the microsoft umbrella... that activision is under the microsoft umbrella. . .- that activision is under the microsoft umbrella... how big is the chinese _ microsoft umbrella... how big is the chinese market - microsoft umbrella... how big is the chinese market they - microsoft umbrella... how big| is the chinese market they are going after?— going after? this could be massive- _ going after? this could be massive. this _ going after? this could be massive. this game - going after? this could be massive. this game could j going after? this could be - massive. this game could add 10-15% massive. this game could add 10— 15% additional revenue opportunity for microsoft when it comes to blizzard and when it comes to blizzard and when it comes to these games. i mean, it's been a missing piece in the puzzle. and i think we microsoft word after activision this was one of the strategic, what i've used areas they needed to focus on. and as a check the box for modela and redmond. check the box for modela and redmond-— redmond. now, the netease blizzard
it shows that now that activision is under the microsoft umbrella... that activision is under the microsoft umbrella. . .- that activision is under the microsoft umbrella... how big is the chinese _ microsoft umbrella... how big is the chinese market - microsoft umbrella... how big is the chinese market they - microsoft umbrella... how big| is the chinese market they are going after?— going after? this could be massive- _ going after? this could be massive. this _ going after? this could be...
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Apr 26, 2024
04/24
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al on the tech side maybe microsoft - it comes to ai? al on the tech side maybe microsoft has - it comes to ai? al on the tech | side maybe microsoft has elite but don't underestimate alphabet, they are the head of market share in search and that is something you figure when chatgpt came out, ai in general took off and everyone figured other but will be in trouble because we won't need to use search engines and another openai can basically write estimates for eskimo joe anything we need but we saw double—digit growth for alphabet and microsoft also doing well on that front. by doing well on that front. by doing so well on cloud right now that makes you wonder both gaining market share, mean when amazon reports next week, aws a leader in cloud computing, or that take a hit? we find it next week. ai is an important part of the story but both being able to continue to do well in the corporate as ai benefit stock to pay off. thank ou ve benefit stock to pay off. thank you very much- _ to the us economy now, because markets were rattled on
al on the tech side maybe microsoft - it comes to ai? al on the tech side maybe microsoft has - it comes to ai? al on the tech | side maybe microsoft has elite but don't underestimate alphabet, they are the head of market share in search and that is something you figure when chatgpt came out, ai in general took off and everyone figured other but will be in trouble because we won't need to use search engines and another openai can basically write estimates for eskimo joe anything we need but we...
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Apr 26, 2024
04/24
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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
04/24
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when i listen to google, microsoft, meta, google 90% cap x year over year microsoft 50%. tesla is going to buy 50,000 h-100s meta the same. what that tells me is they're still buying nvidia. i think jim is spot on and great to add to that position because it's over its 50 day it's bouncing at it. when their numbers come out, listening to these trillion dollar companies talk about the cap x spend, they're still going to nvidia. so i think nvidia will have another blow-out quarter and we got the stock back over a thousand if the stock participates in it as well. >> alphabet hitting a new all-time high after announcing its first ever dividend as well. we've got some ownership here around the desk. i guess, josh, let's start with you. what did you like about the quarter? there was so much really to pick from here. >> so there is two things here, courtney i want to talk about the optics, and i want to talk about the actual fundamentals. the optics around alphabet have been horrendous in recent months i'm a long-term shareholder and i had thought earlier this year that alphabet
when i listen to google, microsoft, meta, google 90% cap x year over year microsoft 50%. tesla is going to buy 50,000 h-100s meta the same. what that tells me is they're still buying nvidia. i think jim is spot on and great to add to that position because it's over its 50 day it's bouncing at it. when their numbers come out, listening to these trillion dollar companies talk about the cap x spend, they're still going to nvidia. so i think nvidia will have another blow-out quarter and we got the...
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Apr 26, 2024
04/24
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companies are demanding the microsoft cloud and the microsoft if openai a.i. features to use throughout their operations. i was looking at an estimate from william blair, they find that more than two-thirds of fortune 500 companies are using microsoft's azure. david: wow. lauren: they're using all of this -- david: that turns into a lot -- lot of revenue for microsoft. lauren: demand is better than supply, that is a good problem to have. microsoft and google, bell weathers for technology, these are the most important earnings. they're charming the a.i. revolution -- charging the a.i. revolution and spending into with it. if you look at what they spent together in the quarter, $26 billion. most of that on art official -- david: so, kenny, all of the promises apparently are coming through. a lot of folks were wondering, gee, is it really going to pay off, all this a.i. stuff? it appears it is. >> i think it absolutely is. and i also think we're very much in the inpansy stages of this. so -- infancy stages of this. i look at this part of the tech sector as just e
companies are demanding the microsoft cloud and the microsoft if openai a.i. features to use throughout their operations. i was looking at an estimate from william blair, they find that more than two-thirds of fortune 500 companies are using microsoft's azure. david: wow. lauren: they're using all of this -- david: that turns into a lot -- lot of revenue for microsoft. lauren: demand is better than supply, that is a good problem to have. microsoft and google, bell weathers for technology, these...
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Apr 18, 2024
04/24
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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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Apr 24, 2024
04/24
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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 25, 2024
04/24
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intel, microsoft, alpha that bet, gang's all here. they are set to report. we have laura martin on next to preview the google parent's numbers. don't go away. ♪ students... students of any age, from anywhere. using our technology to power different ways of learning. so when minds grow, opportunities follow. ♪ if you spit blood when you brush, it could be the start of a domino effect. new parodontax active gum repair breath freshener. clinically proven to help reverse the four signs of early gum disease. a new toothpaste from parodontax, the gum experts. it's odd how in an instant things can transform. slipping out of balance into freefall. (the stock market is now down 23%). this is happening people. where there are so few certainties... (laughing) look around you. you deserve to know. as we navigate a future unknown. i'm glad i found stability amidst it all. gold. standing the test of time. during my entire life i have been somewhat of an outdoors person. golf, gardening around here. how can i stay out of the sun? so about two years ago i was diagnosed
intel, microsoft, alpha that bet, gang's all here. they are set to report. we have laura martin on next to preview the google parent's numbers. don't go away. ♪ students... students of any age, from anywhere. using our technology to power different ways of learning. so when minds grow, opportunities follow. ♪ if you spit blood when you brush, it could be the start of a domino effect. new parodontax active gum repair breath freshener. clinically proven to help reverse the four signs of early...
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Apr 26, 2024
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that's amazon, google, microsoft, meta. i think the rest are going to be very difficult there will be room for ai players in verticals like health care and retail that we think, again, the companies that have that data and have that user, it's really hard to train, to effectively run these systems, so it's going to be very, very difficult for the others to survive. so the question is, what happens to oracle? they're on the cut line. i think they'll benefit, but there's others that will -- may not. weigh what's going to happen to ibm? are they in that same situation i'm talking about in the big four and the answer is no. >> right we know the one key beneficiary, i don't believe you cover nvidia but that stock up another almost 5% this morning. >> absolutely. they're the number one from every piece of work we do, everyone is spending on nvidia and again, this is hard to have these conversations with our clients right now, as a software analyst, you know, i feel like i'm -- i'm on aisle 4 mopping up a spilled milk everyone wan
that's amazon, google, microsoft, meta. i think the rest are going to be very difficult there will be room for ai players in verticals like health care and retail that we think, again, the companies that have that data and have that user, it's really hard to train, to effectively run these systems, so it's going to be very, very difficult for the others to survive. so the question is, what happens to oracle? they're on the cut line. i think they'll benefit, but there's others that will -- may...
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Apr 25, 2024
04/24
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>> you are bullish tonight and i am making a real point with microsoft, alphabet and it will be good. >> tonight the knicks will win and tech earnings will be strong and i think eventually what you will see is that this is the pound the table moment where they show the modernization here and not hype and that is why when it talks everyone listens. >> is there something they have to say like a strong demand for chatgpt? >> what do they have to say about the future to make you even happier. >> it is about what adoption looks like and a 30% type good number and what that adoption curve looks like. if you start to see new della and i think much more significant than they expected, that shows this title wave of $1 trillion of spending and it's coming to the rest of tech. >> to your point we talked about whirlpool and harley davidson and looking at these mid-level consumer stocks in the middle class is struggling and there is a big gap and a market have and have not and ai is a habit and anything related to middle class could ultimate lee -- altar is down 21% since april 1. >> without quest
>> you are bullish tonight and i am making a real point with microsoft, alphabet and it will be good. >> tonight the knicks will win and tech earnings will be strong and i think eventually what you will see is that this is the pound the table moment where they show the modernization here and not hype and that is why when it talks everyone listens. >> is there something they have to say like a strong demand for chatgpt? >> what do they have to say about the future to make...
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Apr 25, 2024
04/24
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to microsoft partnership but with openai, the creator of chat gbd. and together, they should go some way through restoring confidence in the tech sector which was shaken wednesday after meda's stock fell after its earnings report and the market was rattled by slowing us gdp and stubborn inflation. let's stay in the us where the latest data show its economy grew at its slowest pace in nearly two years in the first three months of the year. traditional demand is what led to the lower forecast. let's stay in the us where 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. investors are now trimming their expectations that the federal reserve will cut rates before september. as we've been reporting on newsday, us secretary of state is meeting chinese officials on a three—day trip. tensions over economic ties have been a flash point between washington and beijing. antony
to microsoft partnership but with openai, the creator of chat gbd. and together, they should go some way through restoring confidence in the tech sector which was shaken wednesday after meda's stock fell after its earnings report and the market was rattled by slowing us gdp and stubborn inflation. let's stay in the us where the latest data show its economy grew at its slowest pace in nearly two years in the first three months of the year. traditional demand is what led to the lower forecast....
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Apr 25, 2024
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microsoft and google reporting after the bell. those are pretty significant declines in the idea is we are worried on the back of meda's earnings, that all of this spend on ai infrastructure is not bringing some big boom in generative ai driven sales growth. actual software products that people use and companies make money from. this is bloomberg technology. ♪ (upbeat music) there's more to business than the business you're in. if you use data, that's the privacy business. manufacturing on demand? you're talking cloud business. got a few million hyper-connected customers? digital experience business. that was fast. that's where deloitte comes in. with the right combination of talent and technology to help advance and connect all that it takes to excel in business ... to the business i'm in. deloitte. starting a business is never easy, but starting it eight months pregnant.. that's a different story. i couldn't slow down. we were starting a business from the ground up. people were showing up left and right. and so did our busines
microsoft and google reporting after the bell. those are pretty significant declines in the idea is we are worried on the back of meda's earnings, that all of this spend on ai infrastructure is not bringing some big boom in generative ai driven sales growth. actual software products that people use and companies make money from. this is bloomberg technology. ♪ (upbeat music) there's more to business than the business you're in. if you use data, that's the privacy business. manufacturing on...
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Apr 24, 2024
04/24
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we've forgotten his first chapter at microsoft, the antitrust trials in the late 90, the late 1990s. it was at the height of this pr crisis. he was one of the most reviled public figures on earth. people were throwing pies in his the simpsons was ridiculing him. in this moment of public crisis, he becomes a great philanthropist. very quickly. he goes from greedy to generous, from cold hearted to kind hearted. of course, bill has not really changed, and the way he runs the gates foundation is indistinguishable from the way ran microsoft. it's about exercising. it's about taking control control and it's easy to say, well, gates is an anti democratic figure, but he's giving the gates foundation at this point is giving away close to $80 billion. all of that money has to be helping people. right. and of course, the gates foundation's is helping people through a narrow at times in places it might even be lives. it is saving lives. the gates foundation is putting lots of money into vaccine procurement and distribute vaccines in arms save lives. but that's not the whole story story. on net,
we've forgotten his first chapter at microsoft, the antitrust trials in the late 90, the late 1990s. it was at the height of this pr crisis. he was one of the most reviled public figures on earth. people were throwing pies in his the simpsons was ridiculing him. in this moment of public crisis, he becomes a great philanthropist. very quickly. he goes from greedy to generous, from cold hearted to kind hearted. of course, bill has not really changed, and the way he runs the gates foundation is...
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Apr 9, 2024
04/24
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he will recall that the microsoft exchange 365 repository was brought to the attention of the inquiry during the phase for hearings and as a result the inquiry received numerous sometimes voluminous last—minute disclosure of documents said to relate to your face for witnesses and on some occasions only days before some witnesses were adhered to give evidence. during the january hearing mrjackson said such last minute discussion about the post office during the pace of the hearings were sent to give evidence. during the january hearing mr jackson said such last—minute disclosure by the post office during the face of the hearings was undercooked suboptimal. there left disclosures have put immense pressure on the inquiry counsel and solicitor teams who worked extremely hard to ensure that the face for hearings, in fact as planned. in some instances regrettably a decision was made to postpone or reschedule a witness at short notice including you will remember mr jenkins are best among men, both of whom the inquiry has scheduled to hear during phases five and six. whilst other matters
he will recall that the microsoft exchange 365 repository was brought to the attention of the inquiry during the phase for hearings and as a result the inquiry received numerous sometimes voluminous last—minute disclosure of documents said to relate to your face for witnesses and on some occasions only days before some witnesses were adhered to give evidence. during the january hearing mrjackson said such last minute discussion about the post office during the pace of the hearings were sent...
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Apr 26, 2024
04/24
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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 11, 2024
04/24
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staying in china where microsoft's blizzard entertainment unit could be back with popular games such as world of warcraft by this summer under a pending deal with chinese gamer netease. if it goes through, the move may also signal a marked change of cooperation and agreements on entertainment software in the huge market. that's according to tech analyst dan ives from wedbush securities. it's big. and the fact that they're going after china is significant. i think it shows a new era, especially on the gaming side, now that activision is under the microsoft umbrella. how big is the chinese market that they're going after? i mean, this could be massive. i mean, when you think of it from a gaming perspective, this could incrementally add ten, 15% additional revenue opportunity for microsoft when it comes to blizzard and it comes to these games. i mean, it's been a missing piece in the puzzle. and i think when microsoft went after activision, this was one of the strategic — what i view as areas that they needed to focus on. and it's a check the box for nadella and redmond. now the netea
staying in china where microsoft's blizzard entertainment unit could be back with popular games such as world of warcraft by this summer under a pending deal with chinese gamer netease. if it goes through, the move may also signal a marked change of cooperation and agreements on entertainment software in the huge market. that's according to tech analyst dan ives from wedbush securities. it's big. and the fact that they're going after china is significant. i think it shows a new era, especially...
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Apr 25, 2024
04/24
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nvidia, microsoft and then meta. so just very high expectations while they did deliver on the top line in the quarter they only beat their mid-point by 2 points and folks were expecting more then again, as you cited, you did have the higher full year both op exand capex guidance and comments by mark zuckerberg allud alluding to they plan to lean into ai investments. >> has zuckerberg deserved the right to be considered a disciplined spender and would not cross over into areas that are not eventually monetizibility >> i don't think so, yet i think they're toying with we still have the facebook reality lab still on track to losing $20 million, it has to do with ai and the core instagram, facebook, advertising business, and they may want to shift some of that spending kind of on a reporting basis back to the core so no, i don't think he's kind of entirely, you know, earned his way out, but i think when being the fastest growing company in advertising, that does earn him a lot of street cred. >> he's invested in the past
nvidia, microsoft and then meta. so just very high expectations while they did deliver on the top line in the quarter they only beat their mid-point by 2 points and folks were expecting more then again, as you cited, you did have the higher full year both op exand capex guidance and comments by mark zuckerberg allud alluding to they plan to lean into ai investments. >> has zuckerberg deserved the right to be considered a disciplined spender and would not cross over into areas that are not...
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Apr 23, 2024
04/24
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microsoft, alphabet on thursday. i'll be speaking to alphabet's president on those earnings on thursday. now, meta, microsoft, alphabet will be more of an a.i. story to show if they're actually starting to make money from this new technology and not just all hype. kelly: yeah. we're going to see, susan, if tesla's able to retain its status as a mag 7 or if we're going to go down to a mag 6 later today. thank you, super, appreciate it. >>> okay. and you can see some profiles of some of tech's richest people all this week on fox nation. who is jeff bezos debuts today, who is mark zuckerberg tomorrow, and who is elon musk is streaming now. that can be found only on fox nation. >>> okay. well, a massive jump today in new home sales showing cracks in the housing market tundra. the superstar real estate duo jen and dolly lenz are here to tell us if they see the high-rate ice jam about to break in that frozen-over housing market. ticker iyr up nearly 12% over 6 months. "the claman countdown" coming right back. ♪ ♪ after
microsoft, alphabet on thursday. i'll be speaking to alphabet's president on those earnings on thursday. now, meta, microsoft, alphabet will be more of an a.i. story to show if they're actually starting to make money from this new technology and not just all hype. kelly: yeah. we're going to see, susan, if tesla's able to retain its status as a mag 7 or if we're going to go down to a mag 6 later today. thank you, super, appreciate it. >>> okay. and you can see some profiles of some of...
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Apr 26, 2024
04/24
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alphabet microsoft deliver
alphabet microsoft deliver
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Apr 26, 2024
04/24
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FBC
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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 16, 2024
04/24
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as part of this deal, microsoft president brad smith will join g42's board and they will use microsoft's cloud to run its ai models. and additional billion from the two companies together will also go towards training a local ai work force. micro soft has a growing number of ai footholds around the world. just the last six months or so, $2.9 billion investment in ai infrastructure in japan last week. opening ai office in london, small investment in the french startup and $3.5 billion for data centers in germany. now, what microsoft gets out of today's deal, not just a stake in some hot ai startup, it's also a guarantee of more business for its azure cloud unit the middle east. the more ai activity happen on azure, the more money microsoft makes. a geopolitical angle also part of this deal and it's kind of unusual. the u.s. and uae governments are on board with the deal after micro soft committed to secure development of ai with g42. but it goes further than that. as the u.s. tries to prevent china from gaining an advantage in ai, a congressional committee earlier this year flagged g42 fo
as part of this deal, microsoft president brad smith will join g42's board and they will use microsoft's cloud to run its ai models. and additional billion from the two companies together will also go towards training a local ai work force. micro soft has a growing number of ai footholds around the world. just the last six months or so, $2.9 billion investment in ai infrastructure in japan last week. opening ai office in london, small investment in the french startup and $3.5 billion for data...
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Apr 29, 2024
04/24
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BBCNEWS
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is the keynote speaker at key events the microsoft is hosting an jakarta, events the microsoft is hosting anjakarta, kuala lumpurand anjakarta, kuala lumpur and bangkok anjakarta, kuala lumpurand bangkok over the next three days. it is microsoft showing off all of its ai technology or some of it giving it a taste of the software engineers, data scientists and architectures in this region so they get a chance to see what is made of in this trip comes a week after some solid earnings of microsoft died and they have invested heaps of money into this technology and has been reporting here seen and investors are very excited by the prospect of this, he is not the prospect of this, he is not the only tech giant to have beenin the only tech giant to have been in this part of the world we saw tim cook from apple this month and he visited and spoke with leaders in indonesia as well as vietnam. you may ask yourself why southeast asia? it is in a solid trajectory when it comes to its digital economy are the reasons why is because they're tapping into the tower pool and expansion of population size b
is the keynote speaker at key events the microsoft is hosting an jakarta, events the microsoft is hosting anjakarta, kuala lumpurand anjakarta, kuala lumpur and bangkok anjakarta, kuala lumpurand bangkok over the next three days. it is microsoft showing off all of its ai technology or some of it giving it a taste of the software engineers, data scientists and architectures in this region so they get a chance to see what is made of in this trip comes a week after some solid earnings of microsoft...
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Apr 8, 2024
04/24
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it assessed a microsoft exchange online intrusion. let's dig into what that report showed, the limitations, and overall the cybersecurity space as it sits now. former cybersecurity and infrastructure security agency chief of staff kiersten todt joins us now. we do not want to overlook this. it came at the beginning of last week, but it almost highlighted 101 cybersecurity etiquette that seemed to have failed at microsoft. can you detail a bit about what you thought about the report? kiersten: so the cyber safety review board, it was launched in 2020 one and executed in 2022. this was the third investigation conducted. last august, the secretary of homeland security said the review board was going to look into this intrusion that occurred in may and june. what it found most pacific lay was in the intrusion was preventable and should have never occurred. the intrusion itself hacked into the el systems of over 500 individuals in 22 organizations, but specifically, it hacked into the email of the u.s. secretary of commerce, gina raimondo,
it assessed a microsoft exchange online intrusion. let's dig into what that report showed, the limitations, and overall the cybersecurity space as it sits now. former cybersecurity and infrastructure security agency chief of staff kiersten todt joins us now. we do not want to overlook this. it came at the beginning of last week, but it almost highlighted 101 cybersecurity etiquette that seemed to have failed at microsoft. can you detail a bit about what you thought about the report? kiersten:...
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Apr 30, 2024
04/24
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microsoft will train 2.5 million people in the region with a.i. skills. >> silvana, thank you. >>> we have more to come here on "worldwide exchange," including the one word that investors need to know today. first, does mcdonald's have what it takes to break the three quarter sales losing streak with the stock down 7% this year. >>> we have your big money movers and why coursera is plunging ahead of the open. down double digits. >>> and later on in the show, amazon numbers you need to know ahead of the report. it it's a very busy hour on "worldwide exchange." stay with us. that you and your family need. i promise to put your long-term financial well-being above any short term transaction. everyone has a big picture. my job is to help you invest in yours. [announcer] charles schwab is proud to support the independent financial advisors who are passionately dedicated to helping people achieve their financial goals. visit findyourindependentadvisor.com (grandpa vo) i'm the richest guy in the world. to helping people achieve their financial goals. hi
microsoft will train 2.5 million people in the region with a.i. skills. >> silvana, thank you. >>> we have more to come here on "worldwide exchange," including the one word that investors need to know today. first, does mcdonald's have what it takes to break the three quarter sales losing streak with the stock down 7% this year. >>> we have your big money movers and why coursera is plunging ahead of the open. down double digits. >>> and later on in the...
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Apr 9, 2024
04/24
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. >> i was very concerned about the review board about a microsoft breach. they say among other things not to correct is inaccurate, the statement that microsoft believed and it determined the root cause of the intrusion, i don't need to go on and finish it, but this is obviously a very difficult thing. but i know that the review board was really, anything you think was going to change? >> i think the review board did a fantastic job and it really highlights the value of this with the administration. that being said i think it does highlight the inadequacies that we've seen from microsoft and to your comment about this public information and i talked about this several times with you, just the lack of a transparency. you have to be clear and you have to be honest. before you actually correct it, you have to scratch your head and wonder what the reason was. >> anybody could go, microsoft is big so it obviously has a lot of clients. is just a percentage like anybody else in your business. >> from microsoft's perspective, obviously there big and i think that's
. >> i was very concerned about the review board about a microsoft breach. they say among other things not to correct is inaccurate, the statement that microsoft believed and it determined the root cause of the intrusion, i don't need to go on and finish it, but this is obviously a very difficult thing. but i know that the review board was really, anything you think was going to change? >> i think the review board did a fantastic job and it really highlights the value of this with...
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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 26, 2024
04/24
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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 30, 2024
04/24
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a reminder that we will be closely watching the microsoft chief executive's visit the southeast asia this week. his first sto southeast asia this week. his first step is — southeast asia this week. his first stop is indonesia where he is about to meet the president and is scheduled to attend an artificial intelligence event in the coming hours. he is expected to share insights on al with local developers and indonesian businesses well. thank you for your company, see you again tomorrow. hello. this is zof with the catch up. tonight, why could the price of biscuits could be going up. the london marathon praise continues and a cinema for dogs. we start with humza yousaf as he has resigned as scotland's first minister after 13 months. his party, the snp, teamed up with the scottish greens in government but he ended the deal last week. it was after they disagreed about decisions on things like climate pledges and puberty blockers for people under 18. politicians from other parties then called for a vote on whether humza yousaf should stay on as first minister. he will be stepping away
a reminder that we will be closely watching the microsoft chief executive's visit the southeast asia this week. his first sto southeast asia this week. his first step is — southeast asia this week. his first stop is indonesia where he is about to meet the president and is scheduled to attend an artificial intelligence event in the coming hours. he is expected to share insights on al with local developers and indonesian businesses well. thank you for your company, see you again tomorrow....
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Apr 26, 2024
04/24
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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...