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May 24, 2023
05/23
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>> yeah, clearly, i mean microsoft and anyone nvidia the winners but i think for microsoft right now the chatgpt, and for every hundred dollars cloud revenue increased 35 to 40 years of that over coming years right now, microsoft and anyone nvidia top everyone chased that i view it my opinion, 22 years covering tech stocks, transformational themes we've covered. >> can you quantify where 800-billion-dollar number you think artificial intelligence 800-billion-dollar business i am with you love your preaching to choir but where does that 800 come from. >> sure, basing all work over the last few months, we basically believe for every 100 dollars of cloud, there is about 30, to 40 dollars of that has on a.i., so when you start to trajectory that out that would conservatively be 8 hundred billion over next decade clearly could be more, but i think really, right now this is a "game of thrones" getting played out microsoft nvidia are you have apple meta google chasing after them. >> you are conservative i was reading estimate from pwc, cease ai economy contributing 15 trillion to the global
>> yeah, clearly, i mean microsoft and anyone nvidia the winners but i think for microsoft right now the chatgpt, and for every hundred dollars cloud revenue increased 35 to 40 years of that over coming years right now, microsoft and anyone nvidia top everyone chased that i view it my opinion, 22 years covering tech stocks, transformational themes we've covered. >> can you quantify where 800-billion-dollar number you think artificial intelligence 800-billion-dollar business i am...
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May 11, 2023
05/23
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FBC
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microsoft down $3. let's get to disney. susan is here bailing us out. a big drop. this is about strivers? >> unfortunately. counts for half of the losses on the dow and looking at record streaming losses of 4 million for disney+ subscribers instead of adding what was expected of any 1.7 million. they reported narrower losses at disney+ because they raised prices. they lost 200 million less on streaming as a result hulu into the disney+ later this year end you know what that suggests, probably hulu and by comcast for the whole thing and that will cost a few billion dollars but also concerning you look at the television sales, added revenue plummeting so they made $1 billion less from television, parks were strong as expected. 35% margin we go to disney world and disneyland so they brought in $7 billion plus and a lot of people say they benefited from disneyland reopening. the centers on the earnings call he said it was retaliatory action for the photographic which they will continue to fight and delaying productions and they will raise prices again for disney+ and a
microsoft down $3. let's get to disney. susan is here bailing us out. a big drop. this is about strivers? >> unfortunately. counts for half of the losses on the dow and looking at record streaming losses of 4 million for disney+ subscribers instead of adding what was expected of any 1.7 million. they reported narrower losses at disney+ because they raised prices. they lost 200 million less on streaming as a result hulu into the disney+ later this year end you know what that suggests,...
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stuart: i want competition, microsoft and google to go at it. no pause in development, i want our guys, the good guys to win. >> that's where we should be headed because we know it's a new frontier and it is scary and faces down just to our country in terms of culture and i guess the unknowns that go along with it and we should be concerned about that but ultimately we need to unleash the private sector but in a responsible way so it's not westernized against us because the chinese will use it against our military and society every step of the way. stuart: before you got into politics, i believe you are in tv and music. >> i know a thing or two about studio. stuart: do you miss tv? >> i miss the people i worked with but i'm pretty happy where i am, i got tired of talking about it and i wanted to do something about it. the 2:00 a.m. alarm clock, not great. [laughter] stuart: thank you for being h here. check those futures. i see red ink as i often say not that much. dow is down 90, nasdaq down five. back in a moment. ♪ 27 minutes past the hour
stuart: i want competition, microsoft and google to go at it. no pause in development, i want our guys, the good guys to win. >> that's where we should be headed because we know it's a new frontier and it is scary and faces down just to our country in terms of culture and i guess the unknowns that go along with it and we should be concerned about that but ultimately we need to unleash the private sector but in a responsible way so it's not westernized against us because the chinese will...
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May 25, 2023
05/23
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CNNW
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and microsoft published details of the code online. you can find it there so users can find and remove the code but also added that it will be tough detecting and mitigating the attack. and china has responded to the report, it has slammed it, in fact in the last hour ministry of foreign affairs briefing we heard from a spokesperson who said that this is a collective disinformation campaign of the five coalition countries by the u.s. for geopolitical purposes. of course this report comes as tensions continue to similar between china, the u.s., over a whole slew of issues from taiwan, tech and of course territorial disputes in the asia pacific region. >>> donald trump's legal team wants to meet with the u.s. attorney general to talk about the o the ongoing special counsel investigations. >> paula reid has the details. >> reporter: attorneys for former president trump are seeking a meeting with the attorney general to air their alleged grievances over the special counsel's investigation. in a short one paragraph letter posted to social m
and microsoft published details of the code online. you can find it there so users can find and remove the code but also added that it will be tough detecting and mitigating the attack. and china has responded to the report, it has slammed it, in fact in the last hour ministry of foreign affairs briefing we heard from a spokesperson who said that this is a collective disinformation campaign of the five coalition countries by the u.s. for geopolitical purposes. of course this report comes as...
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May 15, 2023
05/23
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FBC
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microsoft made a major concession. they offered a 10-year free license to european consumers so they could stream all games for free for a decade. the u.k. three weeks ago vetoed this deal. microsoft will appeal that. next up is u.s. the federal trade commission ising holding an evidentiary hearing in august. so this still has legs, but right now winning the e.u.'s approval is a big deal. stuart: i'd love to see them take activision blizzard and put a.i. into games and really soup up the whole -- lauren: oh, that would be so aggressive, i would say, especially for that teenage boys. stuart: you've got to tell me about shake shack and their activist investor. lauren: engaged capital is that activist. they're planning a proxy fight for three board seats. they want a shake-up at shake shack. shake hack reported a loss, and the stock is half of what service the at the end of 2021. stuart: tell me about baidu. lauren: they report tomorrow, we'll get more information about what they do with their ernie chatbot, that's what t
microsoft made a major concession. they offered a 10-year free license to european consumers so they could stream all games for free for a decade. the u.k. three weeks ago vetoed this deal. microsoft will appeal that. next up is u.s. the federal trade commission ising holding an evidentiary hearing in august. so this still has legs, but right now winning the e.u.'s approval is a big deal. stuart: i'd love to see them take activision blizzard and put a.i. into games and really soup up the whole...
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May 30, 2023
05/23
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FBC
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other ways to play, it would be the picks and shovels, microsoft also, microsoft you get all the different verticals with them. you get everything from gaming to networks and so forth. amd is another one participating in a big way. i would stay away from some companies -- we've had conference calls that will come on and say we're a.i. those are the dot-com days. you want the pick and shovels, microsoft, amd, if you say nvidia has gone too far, too fast, those are the go to names we're looking at for the gold rush we're having. maria: what about it? has it gone t fast? >> this happened with microsoft and nvidia, they raised guidance and analysts jump on and they're late to the party. we don't know where this is going to go. before earnings we took some money off the table, 100 points and here it goes again. it's hard to even place this bend, ram type of valuation to this current market. a.i. is going to be much bigger than cloud. i thought cloud did great a few years ago for amazon and microsoft. this is a 10x. maria: we also have a lot of economic data and we've got the federal reserve mee
other ways to play, it would be the picks and shovels, microsoft also, microsoft you get all the different verticals with them. you get everything from gaming to networks and so forth. amd is another one participating in a big way. i would stay away from some companies -- we've had conference calls that will come on and say we're a.i. those are the dot-com days. you want the pick and shovels, microsoft, amd, if you say nvidia has gone too far, too fast, those are the go to names we're looking...
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May 16, 2023
05/23
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CNBC
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>> it follows the strategy of microsoft under nadella over the last two years microsoft was a closed ecosystem. you have to buy a windows pc and windows products and everything. what nadella has done is opened that up. use windows in word and other platforms. it is becoming more open you see a similar approach to gaming microsoft has fallen behind sony and nintendo in the console market it has staked its future to cloud gaming you have microsoft with the subscription gaming service. i think it sees that if it can bring activision games into that, it feel it is could win in cloud gaming given the library of products and also the services offering within the game subscription services although activision games may be used in any product, microsoft is betting on its proposition to win the next generation of gamga gaming. >> it goes hand-in-hand of nadella being a visionary. super insightful for more on this decision and what comes next, check out cnbc.com and andrew ross sorkin will sit down with satya nadella. the interview will be streamed on cnbc.com at 4:30 cet. those are elon musk
>> it follows the strategy of microsoft under nadella over the last two years microsoft was a closed ecosystem. you have to buy a windows pc and windows products and everything. what nadella has done is opened that up. use windows in word and other platforms. it is becoming more open you see a similar approach to gaming microsoft has fallen behind sony and nintendo in the console market it has staked its future to cloud gaming you have microsoft with the subscription gaming service. i...
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May 18, 2023
05/23
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FBC
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stuart: of the way out in front of microsoft? >> no, head-to-head race but the challenges microsoft is facing data center constraints, some are getting e-mails out. on google they had an explosion that caught on fire fire is not an easy race and had to battle but google is slightly ahead in terms of how they have approached us and treat applications and data ethics and ai ethics. stuart: when it comes to chips in the ai business, leaving the chips race? >> nvidia is created the winner for price-performance but as remove to tens of performance, that's being used in ai, chips designed for ai and that's where google has the lead because mark more and less the gp. stuart: what's so special about these chips for ai? tpu? >> tensor processing units, specially designed to have a i data sets that operate devoutly. they were designed to handle graphics, these were designed to middle data at scale. stuart: what about open ai? >> it's great, we are seeing that in the public areas but what we are seeing is a move toward enterprise ai, inform
stuart: of the way out in front of microsoft? >> no, head-to-head race but the challenges microsoft is facing data center constraints, some are getting e-mails out. on google they had an explosion that caught on fire fire is not an easy race and had to battle but google is slightly ahead in terms of how they have approached us and treat applications and data ethics and ai ethics. stuart: when it comes to chips in the ai business, leaving the chips race? >> nvidia is created the...
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May 15, 2023
05/23
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BLOOMBERG
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that's what microsoft will be getting a hold of. it's a global, multiplayer video game that just attracts a ton of activity. the question is, is the eu approval going to make it easier for microsoft to go back to u.k. regulators and say give us another chance? jon: it seems like it will be a long road ahead but it gives them a fighting chance is the market responded to that today. speaking of the markets, we continue to watch a day where the s&p 500 has been basically around the flatline and we will watch the market tone. this is bloomberg. ♪ these days, our households depend on the internet more and more. families grow, houses get smarter, and our demands on the internet increase. that's why we just boosted speeds for over 20 million xfinity customers, on us. so you get more of the speed you need for day and night streaming. more speed you need when you're work from homeing. and more speed you need as your family keeps growing. check in on your current speed through the xfinity app or upgrade to the speed that's right for you tod
that's what microsoft will be getting a hold of. it's a global, multiplayer video game that just attracts a ton of activity. the question is, is the eu approval going to make it easier for microsoft to go back to u.k. regulators and say give us another chance? jon: it seems like it will be a long road ahead but it gives them a fighting chance is the market responded to that today. speaking of the markets, we continue to watch a day where the s&p 500 has been basically around the flatline...
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May 25, 2023
05/23
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FBC
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now we have the warning for microsoft, what you make of the microsoft a chinese state-sponsored hacking group compromise could go infrastructure in the united states and in guam with the likely goal of espionage disrupting between america and asia during future crises, the new york times is reporting this around the time the fbi was exhibiting equipment from the chinese by balloon american intelligence agencies in microsoft detected what they feared was a worrisome intruder mysterious code appearing in telecommunication in guam and elsewhere in the united states. it's home to three american bases and would play a key role in potential chinese invasion of taiwan. they are putting an author and going for the military installation and spying on them as they get their plan ready to get into taiwan. what should be done and what he thing about microsoft. >> i think it's good to see microsoft collaborating with the u.s. this is where we want companies to go in there and had to choose sides it's good to be moments like this where you see the private sector is essential to u.s. capabilities part
now we have the warning for microsoft, what you make of the microsoft a chinese state-sponsored hacking group compromise could go infrastructure in the united states and in guam with the likely goal of espionage disrupting between america and asia during future crises, the new york times is reporting this around the time the fbi was exhibiting equipment from the chinese by balloon american intelligence agencies in microsoft detected what they feared was a worrisome intruder mysterious code...
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May 30, 2023
05/23
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FBC
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lauren: mike, i'm not stuart and don't have to bring up microsoft. got it. good to see you. take a look at stocks moving at this hour. ford up in a big way and there you go. just about 5%, $12.68 a share and jeffries upgraded a fox and rallying more than 30% from here and like their decision to team up with tesla and super charger access for electric vehicles and i'm very interested in this. three row electric suv. not many of them on the market. then there's the global energy tech company n phase energy and going to expand in europe and partnered with a company called gnat tech, a whole sailer of solar and battery projects and they'll work together to distribute their products across europe and good enough to move that up just about 3% for n phase energy and bitcoin hit 28,000 level for the first time since the start of may and crypto supposed to climb on saturday eve evening and why in that's when lawmakers inched closer to a tentative deal with to avert a default. a white sox player in the bake after beating cancer and crowd going wild for liam hendrix making season debut
lauren: mike, i'm not stuart and don't have to bring up microsoft. got it. good to see you. take a look at stocks moving at this hour. ford up in a big way and there you go. just about 5%, $12.68 a share and jeffries upgraded a fox and rallying more than 30% from here and like their decision to team up with tesla and super charger access for electric vehicles and i'm very interested in this. three row electric suv. not many of them on the market. then there's the global energy tech company n...
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May 9, 2023
05/23
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CNBC
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offerings could currently touch over 42% of microsoft revenue, could double the microsoft cloud revenue. >> did you see that? >> it's going to change microsoft and likely the software cloud industry. >> this was worth 25 points if you believe it i have to tell you, i'm most impressed by what google is doing with ai. >> what? most impressed -- nobody is impressed with what they're doing with it. it was thought to be a knock rate product i have people calling for sundar's head. ger-er in on air last week saying he should be fired, how did they possibly miss this? >> -- >> they bought -- >> -- i'm taking a contrary view here is my thought microsoft seems to be teaming up with hp and amd which is why amd is up 13 points. i like that. if you want to do a deal with nvidia, google is doing some of these deals. i think we should not count them out. >> explain what that means >> let's say you want to hire nvidia because you want to get more productivity, meaning that you need to chop some hets you don't just call nvidia, although you can call jansen, but he's working hard on the deep dive taiwan
offerings could currently touch over 42% of microsoft revenue, could double the microsoft cloud revenue. >> did you see that? >> it's going to change microsoft and likely the software cloud industry. >> this was worth 25 points if you believe it i have to tell you, i'm most impressed by what google is doing with ai. >> what? most impressed -- nobody is impressed with what they're doing with it. it was thought to be a knock rate product i have people calling for sundar's...
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May 2, 2023
05/23
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KQED
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>> one problem is that microsoft decided to put one of these checkbox -- chat bots into products. google has to respond. it cannot not compete. before that, google was in the lead and chose not to release these things because of the dangers. it used them internally, but it did not release them to the public, even though it had chat bots, because of the potential dangers. in that sense, google behave responsibly, but you can only do that when you're in the lead. you are competing with a company that uses these things, you have to, too. >> microsoft did not do this on its own. you have been part of ai research. who is responsible for ai reaching where it is now? >> we are scientists. we are exploring what happens when you train large computers. that is just reality tt we ended up here. it is one of those things where there is no way people were not going to explore it. the issue is not that we have discovered that it works better than expected a few years ago, what do we do to mitigate the long-term risks of things more intelligent than us taking control? >> you are worried about ba
>> one problem is that microsoft decided to put one of these checkbox -- chat bots into products. google has to respond. it cannot not compete. before that, google was in the lead and chose not to release these things because of the dangers. it used them internally, but it did not release them to the public, even though it had chat bots, because of the potential dangers. in that sense, google behave responsibly, but you can only do that when you're in the lead. you are competing with a...
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May 11, 2023
05/23
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KNTV
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that's what microsoft is telling its employees. the company told its staff in an email that it will skip salary increases this year for full-time employees. microsoft says it will still offer its employees promotions, bonuses, and stock awards. the ceo blames tough economic times for this decision, and it's switching investments saying microsoft is turning attention to growing its investment in artificial intelligence. >>> linkedin is saying good-bye to china. the company announced it's discontinuing "in career," the chinese version of linkedin. it was launched as part of the linkedin expansion into the chinese market. downsizing, the company will lay off 716 employees worldwide. linked n's ceo says it's discontinued due to a challenging macroeconomic climate. >>> a new history center in san francisco's chinatown wants to correct the record. a ribbon-cutting this morning marked the opening of the chinese railroad workers history center. chinese workers had a big role in the transcontinental railroad in the u.s. those behind the his
that's what microsoft is telling its employees. the company told its staff in an email that it will skip salary increases this year for full-time employees. microsoft says it will still offer its employees promotions, bonuses, and stock awards. the ceo blames tough economic times for this decision, and it's switching investments saying microsoft is turning attention to growing its investment in artificial intelligence. >>> linkedin is saying good-bye to china. the company announced...
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May 11, 2023
05/23
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FBC
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microsoft -- counter trade? microsoft isn't down that much. there's room for everyone in the new ai race of the future. china stocks, top performers in the nasdaq and now nine month highs and nasdaq hit this morning and they're trying amazon equivalence lifting this rally and jd made more money and it's a tesla china competitor soaring to eight month highs and doubling sales reversing losses. stuart: getting to regional banks way, way down and i'm looking at them now and still way down. susan: western alliance down a lot more and 9.5% of deposits withdrawn in the week of may 5 and they only have $15 billion in cash on hand. concerning because that's not enough to cover a silicon valley bank like bank run and jm morgan jamie dimon saying they should look at short selling and they bought first republic a few weekends ago and pac west great example and down 40% this month and 70% on this year. stuart: remember when the short sellers ran the big banks way almost into the ground back in 2007, 2008 and tried to stop it. tried to stop all short selli
microsoft -- counter trade? microsoft isn't down that much. there's room for everyone in the new ai race of the future. china stocks, top performers in the nasdaq and now nine month highs and nasdaq hit this morning and they're trying amazon equivalence lifting this rally and jd made more money and it's a tesla china competitor soaring to eight month highs and doubling sales reversing losses. stuart: getting to regional banks way, way down and i'm looking at them now and still way down. susan:...
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May 19, 2023
05/23
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CNBC
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one day apple will not be the thing that it is, and microsoft, as well. for now, they are the kings. the question, is are they a little bit steep, uncorrected or are they expensive >> the whole market is expensive, but these larger companies are especially expensive. so does that mean x these larger companies, maybe some parts of the market are reasonably priced when you look at the charts? how should investors at home think about that relatively speaking >> sure. we have such a bifurcated circumstance throughout the market, and not only that, but take the consumer, for instance. you have restaurant industry groups making all-time highs, home builders. yet retailers are at 52-week lows one of the problems with bifurcation, it almost always is resolved by generally lower prices so for the russell 3,000, represents 98% of the investable capital in the united states, half the stocks in that index are below where they were on the lows of october 13th we are so dependant on just a few, and that usually ends poorly >> well, to use a cliche that we hear a lot on
one day apple will not be the thing that it is, and microsoft, as well. for now, they are the kings. the question, is are they a little bit steep, uncorrected or are they expensive >> the whole market is expensive, but these larger companies are especially expensive. so does that mean x these larger companies, maybe some parts of the market are reasonably priced when you look at the charts? how should investors at home think about that relatively speaking >> sure. we have such a...
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May 17, 2023
05/23
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KNTV
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worst fears, calling for regulation of the tech he helped create plus, our exclusive with the ceo of microsoft. >>> and the play at the plate. when a dust devil starts suddenly, a teenaged umpire has the save of the day. >> announcer: this is "nbc nightly news" with lester holt >>> good evening, and welcome, everyone. with the clock ticking down to america defaulting on its debt, some potentially positive signs tonight following a white house sit-down between president biden and congressional leaders. republicans and democrats are at loggerheads over raising the debt ceiling and allowing the country to continue paying its bills. underscoring the urgency of the moment, the white house says president biden is cutting short his planned trip to the asia-pacific region in order to deal with the crisis here at home. the president says a default would be catastrophic tonight the two sides remain divided on republican demands for spending cuts, but republican house speaker kevin mccarthy allowing the possibility a deal could be reached by the end of the week. kelly o'donnell is tracking it all for us
worst fears, calling for regulation of the tech he helped create plus, our exclusive with the ceo of microsoft. >>> and the play at the plate. when a dust devil starts suddenly, a teenaged umpire has the save of the day. >> announcer: this is "nbc nightly news" with lester holt >>> good evening, and welcome, everyone. with the clock ticking down to america defaulting on its debt, some potentially positive signs tonight following a white house sit-down between...
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meta, microsoft, apple slightly lower. want to show you the yield on the 10-year treasury, it's sill around 3.5%, 3.51 to be precise. the 3-month still yelling more than 5%. yielding more than 5%. now this. president biden has lost control of the the border. he's losing control of the whole country. if you've been watching fox, you mow story. title 42 ends thursday and here comes another huge wave of migrantings. at one crossing point there's already a line that stretches as far as the eye can see. border patrol says 700,000 the are waiting in shelters in mexico. they're coming. when they get here, they'll be processed and sent on their way to says and towns across the country. -- to cities and towns across the country. are the population of central america to north america and do it exhibiterly. that's -- efficiently, that's exactly what's happening. chaos has already arrived, and in chaotic situations, you don't have control. local authorities are already saying no to relocated migrants. orange and rock counties outside
meta, microsoft, apple slightly lower. want to show you the yield on the 10-year treasury, it's sill around 3.5%, 3.51 to be precise. the 3-month still yelling more than 5%. yielding more than 5%. now this. president biden has lost control of the the border. he's losing control of the whole country. if you've been watching fox, you mow story. title 42 ends thursday and here comes another huge wave of migrantings. at one crossing point there's already a line that stretches as far as the eye can...
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May 25, 2023
05/23
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FBC
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maria: one is nvidia, nor one is microsoft. it's the big guys running this very nature row rally. >> absolutely true. >> microsoft made a $10 billion investment in chatgpt or open a.i. and a that led to $700 billion of additional market cap for that company company so this hn a.i. driven rally this year. if we strip out the a.i. rally, the market's probably down. i don't know how much. maybe 5%, 7, 10, i don't know. but this has been an a.i. buying frenzy that we've been watching over the course of the last few months. maria: and they're making chips which enable artificial intelligence, right? >> yes. maria: that's what you're buying into. >> yeah, they're obviously making the gpus that are used for that. microsoft is obviously more on the software side of the equation. right. so you know, the interesting thing about a.i., and we were just discussing this, there's really not a good pure play a.i. company out there. like you kind of have to play it through these derivatives like an nvidia or microsoft, google, amazon. maria: or
maria: one is nvidia, nor one is microsoft. it's the big guys running this very nature row rally. >> absolutely true. >> microsoft made a $10 billion investment in chatgpt or open a.i. and a that led to $700 billion of additional market cap for that company company so this hn a.i. driven rally this year. if we strip out the a.i. rally, the market's probably down. i don't know how much. maybe 5%, 7, 10, i don't know. but this has been an a.i. buying frenzy that we've been watching...
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May 5, 2023
05/23
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CNBC
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>> microsoft has a team working on that. it was part of the presentation when they initially rolled out open ai, chatgpt, tools along with bing, all the ways they had sort of pressure tested trying to get open ai to deliver bad information to do dangerous things and sort of mitigating as part of the process. they are very aware. >> the pressures on google for that event next week, wouldn't you say? so many people said, they stumbled out of the gate, and they kind of need to come out and -- it is okay for them not to be the first mover, but they have to really come out in a big way. i don't know if you heard any scuttle but about whether we'll get anything that dazzling next week. >> we'll get a lot from google next week. the pressure is on them, but already the bar has been set kind of low by that initial screw up and, hey, microsoft bing is not perfect. but google just really didn't work through the kinks in that presentation ahead of time and probably wishes they did >> what is ironic, we were talking to deirdre last week
>> microsoft has a team working on that. it was part of the presentation when they initially rolled out open ai, chatgpt, tools along with bing, all the ways they had sort of pressure tested trying to get open ai to deliver bad information to do dangerous things and sort of mitigating as part of the process. they are very aware. >> the pressures on google for that event next week, wouldn't you say? so many people said, they stumbled out of the gate, and they kind of need to come out...
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0.0
May 10, 2023
05/23
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CNBC
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are we going to prosecute microsoft for typing up scammer emails in microsoft word it's very shaky, and i don't think google can use that as an excuse >> and that was what the tone of the memo indicated, as well. alex, thanks for joining us today. appreciate it. >> thank you >>> alphabet shares up 2.5% right now. in a programming note, character.ai are set to announce a big partnership with google cloud, and the ceo will join us tomorrow right here on "the exchange." we already used the technology to simulate a chat with some of my favorite dead economists. >>> we all remember the earnings last week -- this stock has been on a tear, more than doubling this year. up 10% today, and one of the few ipos from 2021 trading above its offer price. bookings, users and revenue up strong year on year, and the company hiking guidance well above expectation. is this an under the radar ai play that's working? joining me now is hue weese. pr -- luis thank you for joining me how is ai helping duo lingo? >> it's a major tail wind, and -- for example, the thing it allows us to do is teach closer to one o
are we going to prosecute microsoft for typing up scammer emails in microsoft word it's very shaky, and i don't think google can use that as an excuse >> and that was what the tone of the memo indicated, as well. alex, thanks for joining us today. appreciate it. >> thank you >>> alphabet shares up 2.5% right now. in a programming note, character.ai are set to announce a big partnership with google cloud, and the ceo will join us tomorrow right here on "the...
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May 16, 2023
05/23
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not just microsoft's platform. the eu accepted this saying this is a good deal this will boost competition. now smaller players get activision games on the streaming platforms and offer competition. uk rejected the remedy saying it would be hard to enforce and would not take into account the changing nature of the cloud gaming market which is still in the infancy. the uk, frank, will stick by the decision a bit of a conflict here with the eu and uk. >> it is a disconnect with the two regulators here is the big question what happens next? >> in the uk, microsoft has said it would appeal the decision of the competition and market authority. it is rare where the cma decision has been overturned when it comes to appeal. slim chances for microsoft on appeal the other is the ftc in the u.s. under the stewardship of lina khan who has the reputation of anti-tech and against the tech deals going through the pipeline that will be a huge challenge. investors will watch for august when these two go at it in a courtroom. still
not just microsoft's platform. the eu accepted this saying this is a good deal this will boost competition. now smaller players get activision games on the streaming platforms and offer competition. uk rejected the remedy saying it would be hard to enforce and would not take into account the changing nature of the cloud gaming market which is still in the infancy. the uk, frank, will stick by the decision a bit of a conflict here with the eu and uk. >> it is a disconnect with the two...
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May 25, 2023
05/23
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FBC
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microsoft is up $9 of 386, 124 on alphabet. apple is being dragged higher, 56 to the upside and $172 a share. susan has taken a seat, this is prior to the opening of the market. you're looking good. tell me about nvidia. >> obviously the report card, i saw the earnings release yesterday and the stock reaction so 30%, $250 billion in one single session, 250 and counting so a empty added thereto evaluation, almost seven times close to 1 trillion in evaluation, nvidia almost seven times the size of intel but the strange part, makes more than double sales each year nvidia does. stuart: the opening of the market 9:30 a.m., look at this, the dow is down a fraction. maybe we can see the dow 30. an all-time high show me the s s&p, let's go through this. the s&p, nasdaq, i want to see the nasdaq. 223 points, 12,000 700. susan knows all about nvidia, big tech and ai. >> it's all about growth since we know nvidia is the biggest ai chip provider in the world and not only beating and they beat sales in the first quarter to start this year b
microsoft is up $9 of 386, 124 on alphabet. apple is being dragged higher, 56 to the upside and $172 a share. susan has taken a seat, this is prior to the opening of the market. you're looking good. tell me about nvidia. >> obviously the report card, i saw the earnings release yesterday and the stock reaction so 30%, $250 billion in one single session, 250 and counting so a empty added thereto evaluation, almost seven times close to 1 trillion in evaluation, nvidia almost seven times the...
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May 25, 2023
05/23
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when we talked about is microsoft. microsoft is trading at 28 times earnings versus nvidia at 80 times. i like microsoft because they are a solution provider, not just parts an arms deal like nvidia. it's more reliable. you can sleep well at night without worrying about the volatility. stuart: you and i have spoken often about getting into treasuries. the one month treasury is 5.7 or 5.8% on a 1-month that's irresistible 560. i will still take that. you are into this as well. >> i do. i think right now in this market you have to be a cautious speculator. putting money in treasuries make perfect sense and then you make smart speculation. another ai name was gsi technologies it is up 300%. lauren was saying we are in early innings of the ai boom. there will be a lot of money made in the coming years and the coming decade. it won't be a 2 or 3 horse race with microsoft and alphabet and nvidia. there will be a lot of up and coming names that get into this space that presents and solutions, not just automated software that
when we talked about is microsoft. microsoft is trading at 28 times earnings versus nvidia at 80 times. i like microsoft because they are a solution provider, not just parts an arms deal like nvidia. it's more reliable. you can sleep well at night without worrying about the volatility. stuart: you and i have spoken often about getting into treasuries. the one month treasury is 5.7 or 5.8% on a 1-month that's irresistible 560. i will still take that. you are into this as well. >> i do. i...
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May 11, 2023
05/23
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FBC
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look at microsoft. they are down $3, they were down more than that. lauren: the freeze on employee salaries is a slowing economy and google's aie event yesterday, google putting ai in everything, word salad of an event, you can use ai for this, for that, different name for all of it but it shows they are competing in a race with microsoft. stuart: i see some commodity companies down. copper companies. freeport mcnamara and. lauren: halliburton down 4%. economy slowdown fears, they are taking down the producers of metal, oil, you name it, economy slowdown. stuart: would also we got moving today? lauren: roblox snack two analyst upgrades, they like the opportunity use for advertisers. stuart: former cia director john brennan is on capitol hill, sitting for a closed-door interview on the 2020 letter the downplayed the hunter laptop story. david spunt in washington with me now. what can we expect? stuart: we know this will go a couple of hours. it is a transcribed behind closed doors interview but it is significant because john brennan was one of 51 forme
look at microsoft. they are down $3, they were down more than that. lauren: the freeze on employee salaries is a slowing economy and google's aie event yesterday, google putting ai in everything, word salad of an event, you can use ai for this, for that, different name for all of it but it shows they are competing in a race with microsoft. stuart: i see some commodity companies down. copper companies. freeport mcnamara and. lauren: halliburton down 4%. economy slowdown fears, they are taking...
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May 22, 2023
05/23
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FBC
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other than microsoft and google? >> is the engine, a lot of people are playing back stock and have not gotten it but the company continues to put great numbers, is the engine that processes data. people can't use ai without companies, picking winners will be tough. stuart: i can't read this on the screen but it was around -- where was it? eleven dollars a share, where is it going? >> i've thought for a long time 50 but it will take time because wall street get up so i'm thinking 25, probably the first step along the way, 12 to 36 months from now. >> not bad. we might take that. thank you for joining us, we will see you again monday morning. i do hope things go right. fifteen seconds to go. we open this market, you can see them clapping and cheering. in a moment, somebody will press that button. a lady or gentleman will step forward and pressed the button and we will start trading this monday morning. we're down fraction in the early going. i went to call it get thought but you can see the dell 30 pretty much even spl
other than microsoft and google? >> is the engine, a lot of people are playing back stock and have not gotten it but the company continues to put great numbers, is the engine that processes data. people can't use ai without companies, picking winners will be tough. stuart: i can't read this on the screen but it was around -- where was it? eleven dollars a share, where is it going? >> i've thought for a long time 50 but it will take time because wall street get up so i'm thinking 25,...
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May 17, 2023
05/23
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microsoft may be more in control than, say, the leadership team at open ai realizes microsoft, as part of the microsoft investment, they have rights to all of the software, all of the model weights, and everything around the system >> nadella said that's not factually correct but it essentially allowed microsoft to bypass the license and a powerful engine to go head-to-head with google which had the lead in generative ai which brings up this decade old question in tech, will the big players ultimately eat the lunch of incumbents. one venture capitalist put it to me this way. the problem with the space, it's really expensive to play you could build a website back in the '90s easily and just play you can't really do that in this space unless you have billions of dollars, at least not until costs come all the way down. he's referring to cloud or computing costs to run generative ai models like chatgpt, which are very expensive. that may be what powers the next leg of this big tech rally the s&p's 7% gain has been driven by eight stocks, apple, microsoft, nvidia, meta, amazon, google, tesl
microsoft may be more in control than, say, the leadership team at open ai realizes microsoft, as part of the microsoft investment, they have rights to all of the software, all of the model weights, and everything around the system >> nadella said that's not factually correct but it essentially allowed microsoft to bypass the license and a powerful engine to go head-to-head with google which had the lead in generative ai which brings up this decade old question in tech, will the big...
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microsoft and google play day art development, elon musk is running a contest with his own ar project. i think that is great you may be on an unpopular for saying this but with something is important, when our side, the wind. and second our of varney & company, is just getting started. personally brian is still with us okay, when you think, i want no pause and what competition i don't want to win and one american companies to win a i am what you say. guest: you want capitalism. stuart: yesterday. guest: here's a problem going on for mixing socialism they i that is the worst path we can go down the number one, because the government controls in and i do not trust the government to use it will address the government to suppress what is happening in our world with a i number two, if a i will take the jobs, we grow we need economy that is roaring so the people lose jobs to ai, can find new opportunities and that's according socialism so i'm with you, let's grow the scope of let's not the hands of government that cannot handle it. stuart: god, had a crisis, not quite sure how to put it may
microsoft and google play day art development, elon musk is running a contest with his own ar project. i think that is great you may be on an unpopular for saying this but with something is important, when our side, the wind. and second our of varney & company, is just getting started. personally brian is still with us okay, when you think, i want no pause and what competition i don't want to win and one american companies to win a i am what you say. guest: you want capitalism. stuart:...
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big tech, no real trend except would you have also but on the downside but apple, amazon, microsoft in the alphabet on the upside. apple going up to the earnings above 14, .68% in advance of their owners. i want to talk about what i think is the stock of the day from my view. eventually, great news on their alzheimer's drug. >> is close cognitive decline by 35% in late stage study, 47% showed no cognitive decline. this is called by scientists the strongest phase three trial for any alzheimer's treatment to date so 6 million plus americans live with the disease and this is a game changer for them and their families. eli lilly plans to file for approval by end of june. stuart: when you get into your 70s you start to worry about being forgetful and then you come up with a drug like this, you want to know more. that's the stock of the day. let's get back to the regional banks, i want to know what they are doing. >> there still down, pack west down 20% yesterday. some strength in the other regionals so we are seeing this ahead of the fed decision at 2:00 p.m. and the two of us are connected
big tech, no real trend except would you have also but on the downside but apple, amazon, microsoft in the alphabet on the upside. apple going up to the earnings above 14, .68% in advance of their owners. i want to talk about what i think is the stock of the day from my view. eventually, great news on their alzheimer's drug. >> is close cognitive decline by 35% in late stage study, 47% showed no cognitive decline. this is called by scientists the strongest phase three trial for any...
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May 25, 2023
05/23
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CNNW
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microsoft published the details of the code online. you can find it there, so users can find it and remove it, but also added that detecting and mitigating this attack could be challenging. china has reacted to the report. it has slammed the report. in an email, we heard from the spokesperson for the chinese embassy in washington, d.c. let's bring up the statement for you. "the allegation by the u.s. side that the chinese government is supporting hacking is completely distorting the truth." and at a ministry of foreign affairs briefing that just wrapped this afternoon, we heard from the spokesperson, mao ning, addressing the microsoft report saying, "this is a collective disinformation campaign of thefy eyes coalition." that's making reference to the coalition comprising of australia, canada, new zealand, uk, u.s. so saying that this is a disinformation campaign, the five eyes countries, by the u.s. geopolitical purposes. the report comes at a time of ongoing tension simmering between the u.s. and china over a range of issues, includin
microsoft published the details of the code online. you can find it there, so users can find it and remove it, but also added that detecting and mitigating this attack could be challenging. china has reacted to the report. it has slammed the report. in an email, we heard from the spokesperson for the chinese embassy in washington, d.c. let's bring up the statement for you. "the allegation by the u.s. side that the chinese government is supporting hacking is completely distorting the...
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May 15, 2023
05/23
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. >> we got one more thing on m&a, microsoft going to get approval for the activision deal. given what's happened at the uk and the cma, which has said no to the deal, the eu, not unimportant, perhaps microsoft hopes somehow that it will continue to help put pressure on the cma for making a poor decision, but most of the people that i speak to continue to believe that this is somewhere between mostly dead and completely dead. activision's cfo was in new york last week making the rounds with various investors. and while he certainly did not indicate this, there was a takeaway that this deal, when the current merger agreement expires in mid-july, activision will be happy to walk away with what will be $3 billion in a reverse break fee and $18 billion on its balance sheet in cash. >> they have so much cash. >> and then the question is, how much do you return to shareholders how much do you keep because you're getting 5%? how much do you use for acquisitions >> very exciting, actually, so see what they'll do. >> buyer, not a seller >> they're such a good company >> yeah. >> and
. >> we got one more thing on m&a, microsoft going to get approval for the activision deal. given what's happened at the uk and the cma, which has said no to the deal, the eu, not unimportant, perhaps microsoft hopes somehow that it will continue to help put pressure on the cma for making a poor decision, but most of the people that i speak to continue to believe that this is somewhere between mostly dead and completely dead. activision's cfo was in new york last week making the...
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May 24, 2023
05/23
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it's microsoft, 31 alphabet 37. amazon at 39 meta is 105. these are percentage gains just on the year, apple, which i had a portfolio manager yesterday on "the closing bell" suggested apple was the top two way to play this whole ai boom. those are the stocks in the conversation >> well, i would say today nvidia is later, will be the poster child for mega cap tech and communications everybody has their eyes on it because this is the group that accounts for 80% of the return on the s&p year to date, these ten names. so they have to hold up their part of the bargain for the market to continue to love these stocks and pile into them as the names that will continue to move higher despite whatever is going on around them and that's a heavy load for nvidia to be lifting i hope they can do it. >> that's one of the key questions. you really highlight it with all that is riding on this to the market itself. >> yeah. >> and you really think it's a significant level that's riding on it. >> i think that we've seen the other companies report, and none of
it's microsoft, 31 alphabet 37. amazon at 39 meta is 105. these are percentage gains just on the year, apple, which i had a portfolio manager yesterday on "the closing bell" suggested apple was the top two way to play this whole ai boom. those are the stocks in the conversation >> well, i would say today nvidia is later, will be the poster child for mega cap tech and communications everybody has their eyes on it because this is the group that accounts for 80% of the return on...
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May 29, 2023
05/23
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the got microsoft into microsoft intoome antitrust trouble all that successfully dodged i the eay 00s. but nonetheless there was some controversial msus that microsoft took to crush netscape corp, whh entually was acquiredy america online, and then proceeded to be. disappeared by aol. altavista used be the go to web search enge the nineties, but by the early 20st was gone, mostly forgotten. super ceded by google and altavista. it's a rembed today. it's membered as a nostalgic artifact of the 19s. so too is prodigy, which was a popular dialp infamy service, kind of like the intert training wheels, if you will. prodigy was a popular way to get online in the nineties, didn't make much money and really not survive the decade. so the point here is that some of the online entities that began and started up in the and were prominent during the decade didn't survive very long. so let's move on to another characterization definition of the nineties. the nineties as a decade of spectacle and maybe that's the defining zeitgeisty of the decade and think about some of the cases of the 1990s. the o
the got microsoft into microsoft intoome antitrust trouble all that successfully dodged i the eay 00s. but nonetheless there was some controversial msus that microsoft took to crush netscape corp, whh entually was acquiredy america online, and then proceeded to be. disappeared by aol. altavista used be the go to web search enge the nineties, but by the early 20st was gone, mostly forgotten. super ceded by google and altavista. it's a rembed today. it's membered as a nostalgic artifact of the...
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May 19, 2023
05/23
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FBC
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i think microsoft has got to be in there. i think meta is in there too. i think google is absolutely in there. i think what's happened in the last couple of weeks is people realize that google is one of those. they had this io event, their annual developer conference and they displayed all of the ways in which they've infused generative artificial intelligence, gai, into their hand sets, search engines and youtube and the google cloud so i just think people had forgotten that google has been into ai for several years and they reminded people of how well positioned they are so it's one of the best plays off artificial intelligence. stuart: so what is your number one pick overall? >> well it remains meta just for valuation reasons, i like uber too, i like netflix and amazon, and netflix actually had an interesting week, so netflix for the first time came to madison avenue this week. this is the week of the upfronts when companies come and pitch advertisers and why they should advertise with their network and netflix did a pretty good job. this is the first
i think microsoft has got to be in there. i think meta is in there too. i think google is absolutely in there. i think what's happened in the last couple of weeks is people realize that google is one of those. they had this io event, their annual developer conference and they displayed all of the ways in which they've infused generative artificial intelligence, gai, into their hand sets, search engines and youtube and the google cloud so i just think people had forgotten that google has been...
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May 30, 2023
05/23
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is it microsoft a.i. transition. >> we're a fan of microsoft at "motley fool" asset management. we hold it in the fool 100 fund. because they're a large-scale competitor in this space, they are well-positioned to really capitalize especially in this a.i. race in the long term. of course they're facing these sort of but tell next. they're not the first to want to ramp up on generative a.i. and certainly won't be the last but when we look at the world when these sort of sticky issues clear up, it will come to the companies that have a developed customer base where they land and expand with this new product. they will have the most sophisticated operations to move forward. that is what keeps me positive on microsoft these days. liz: land and expand, that seems to be exactly what nvidia is doing. so much attention being bestowed on nvidia right now. it is not a one trillion dollar market cap. didn't look like it would close. it earlier touched the unbelievable peak. it is trading $472, up 7%. last week it was incredible. if you had to choose the problem becomes the p-e ratio. >> rig
is it microsoft a.i. transition. >> we're a fan of microsoft at "motley fool" asset management. we hold it in the fool 100 fund. because they're a large-scale competitor in this space, they are well-positioned to really capitalize especially in this a.i. race in the long term. of course they're facing these sort of but tell next. they're not the first to want to ramp up on generative a.i. and certainly won't be the last but when we look at the world when these sort of sticky...
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May 28, 2023
05/23
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we spoke with microsoft president brad smith late last week. you said a.i. offers perhaps potential for the good of humanity than any invention that has preceded it. that's an incredible statement. >> it's an invention that can help us do research, learn more, communicate more, sift through data better, and its uses are almost ubiquitous. in medicine and drug discovery and diagnosingseas rues of sayheed cross or others in a disaster to find tse stvulnerab d cruncssly. >>t's. it identifies patterns in data that may be difficult for humans to access, but in a sense, it's going to impact all of our lives in a multiple of different abo in our ability to learn, communicate, express ourselves. >> but what should american consumers know about artificial intelligence? >> it's a co-pilot, if you will, to help us do things. i think one good thing for everyone to know is, it's already part of our lives. if you have a roomba at home, it finds its way around your kitchen using artificial intelligence to learn what to bump into and how to get around it. it isn't necessari
we spoke with microsoft president brad smith late last week. you said a.i. offers perhaps potential for the good of humanity than any invention that has preceded it. that's an incredible statement. >> it's an invention that can help us do research, learn more, communicate more, sift through data better, and its uses are almost ubiquitous. in medicine and drug discovery and diagnosingseas rues of sayheed cross or others in a disaster to find tse stvulnerab d cruncssly. >>t's. it...
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May 25, 2023
05/23
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ALJAZ
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a twin allows one from the us government, one from microsoft. the warning that a chinese hacking group had managed to infiltrate. what keep on being described in the release is as a range of us critical infrastructure organizations from telecommunications to child support, patient helps there also a power. but according to these releases of targeting the us island territory as well. but that's about all the information we're really getting in these release is they do not list which organizations have infiltrated. what's the final intent might be beyond gathering information? however, the all reports from i'm list quoted by microsoft that this may be something to do with what might happen in the event of a potential attack on taiwan. but it's all very, very vague. we do not the governments around the world having used the pioneering techniques of the us as the national security agency are attempting to spy on other countries. critical infrastructure. this is a reminder that the chinese can do it too if it is all to be believed. she ever time see
a twin allows one from the us government, one from microsoft. the warning that a chinese hacking group had managed to infiltrate. what keep on being described in the release is as a range of us critical infrastructure organizations from telecommunications to child support, patient helps there also a power. but according to these releases of targeting the us island territory as well. but that's about all the information we're really getting in these release is they do not list which...
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May 3, 2023
05/23
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also a embarrassing setback when microsoft came out with their ai chat bot for bing and it was quite a bit ahead of google's chat bot bard. which was just considered mediocre in comparison. so they have a lot to say at next wednesday's conference and we're expecting thome really talk about what developmentsthey've got for the upcoming year. >> a lot of people are unveiling the pixel fold at google io. what are the chances the product actually gets debut? >> some funner announcements during the conference in terms of hardware updates. we're expecting a pixel fold. a foldable phone. that has been teased for years in past io conferences. also expecting a pixel tablet. we had that teased in past conferences and also throughout the year but not a lot of hardware updates on that specifically. so our hope is that on the ground, we'll get some actual hardware updates. and perhaps some date announcements for releases of this new hardware for people to enjoy. >> okay. a lot of good household items there too. national password day. it's tomorrow. apparently it's a thing. so lot of us rderow rig
also a embarrassing setback when microsoft came out with their ai chat bot for bing and it was quite a bit ahead of google's chat bot bard. which was just considered mediocre in comparison. so they have a lot to say at next wednesday's conference and we're expecting thome really talk about what developmentsthey've got for the upcoming year. >> a lot of people are unveiling the pixel fold at google io. what are the chances the product actually gets debut? >> some funner announcements...
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May 15, 2023
05/23
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now, microsoft's flat to slightly higher. activision's up 1.25%, but is it anywhere near $95 a share? no. s the at $78.32. >>> we have a one-two pun if of. coming up on "the claman countdown." world famous heavyweight boxing champ mike tyson and former israeli prime minister ehud barak teaming up in a fox business exclusive. barak is chairman of medical cannabis country intercure which has partnered with tyson 2.0. the two are here live to talk about their colab and the medical marijuana business. plus, how mike tyson recovered from a financial knockout, got back up off the bankruptcy floor and is now winning the money management game. there he is, hi, mike. closing bell ringing in 27 minutes. we are coming right back. ♪ ♪ if your child has diabetes, you'll love how easy dexcom g7 is. it's on. and, he's off. you can see his glucose numbers right on your phone, so you can always be there for him with dexcom g7. ♪ ♪ hi, i'm katie. i live in flagstaff, arizona. i'm an older student. i'm getting my doctorate in clinical p
now, microsoft's flat to slightly higher. activision's up 1.25%, but is it anywhere near $95 a share? no. s the at $78.32. >>> we have a one-two pun if of. coming up on "the claman countdown." world famous heavyweight boxing champ mike tyson and former israeli prime minister ehud barak teaming up in a fox business exclusive. barak is chairman of medical cannabis country intercure which has partnered with tyson 2.0. the two are here live to talk about their colab and the...
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May 17, 2023
05/23
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KNTV
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google and microsoft are already integrating a.i. into their search engines. over half of shoppers say they start product searches on amazon. if implemented, conversational search could reshape amazon's core. >>> vice president kamala harris will be bey-hive area bound, scheduled to be in sunnyvale at applied materials on monday to talk about the biden administration's investment in u.s. semiconductors. in december the company announced plans to build the next generation research and development center there. >>> up next, free parking on sundays coming to an end in san francisco. what you need to know about the changes to parking meters in the city. >>> i'm chief meteorologist jeff ranieri. i'll show you which reservoirs are close to 100% full. also what's happening in my seven-day forecast. >>> the macive sierra snowpack. we go along in a high-tech ariel survey revealing the havoc a summer melt could bring to california. also our interview with the yeo of microsoft and the rapid advances in artificial intelligence when we jn you in thoie >>> scary scenes from
google and microsoft are already integrating a.i. into their search engines. over half of shoppers say they start product searches on amazon. if implemented, conversational search could reshape amazon's core. >>> vice president kamala harris will be bey-hive area bound, scheduled to be in sunnyvale at applied materials on monday to talk about the biden administration's investment in u.s. semiconductors. in december the company announced plans to build the next generation research and...
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May 22, 2023
05/23
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FBC
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now, both alphabet and microsoft have big operations this artificial intelligence. you don't hear that much about it coming out of meta, do you? >> well, remember with meta it's more about helping to optimize advertising. so where should your ad dollars go. their a.i. really helps with optimizing where those ad dollars go in the system. and so for us we're looking at different names, you know, we're looking at semiconductor names, obviously, nvidia's the one that everybody brings up, but we like intel as well. we look at intel, and you're to going to need a lot more cores in each of your server microprosers to be able to do genre rahtive a.i., and everybody hates intel which is great. unlike the optimism around amd the or nvidia. i think the one thing you have to remember is bill gates also said, you know, many years agnew technology -- ago new technology's overhyped short term and underhyped long term. right now the hype around a.i. is pretty severe , and to you think about 2001, the internet obviously kept growing, was much bigger, didn't stop the nasdaq from goin
now, both alphabet and microsoft have big operations this artificial intelligence. you don't hear that much about it coming out of meta, do you? >> well, remember with meta it's more about helping to optimize advertising. so where should your ad dollars go. their a.i. really helps with optimizing where those ad dollars go in the system. and so for us we're looking at different names, you know, we're looking at semiconductor names, obviously, nvidia's the one that everybody brings up, but...
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May 24, 2023
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stuart: i extended my big tech holdings from microsoft, a little bit of google. am i doing the right thing? >> a great company, google and microsoft, it doesn't matter, they are always going to go higher. i love microsoft is much as you do but google is in my by camp and i'm buying lower. if we get a chance to go lower, i'm buying both lower. stuart: on the cups overturned, attitude toward the market. come back soon. thanks so much. the opening bell is ringing in a couple of seconds. i have to say, no idea how we closed. here we go. press that button. the dow is open on the downside, give it a couple of seconds. we are seeing a little bit of red. we will show you the dow 30 and pick out your stocks. with got -- mixed picture. down 42 as we speak. s&p 500 a little lower, not much. the nasdaq composite also on the downside, .61% so red ink today. how is big tech doing? with got one winner, amazon. i want to know more about netflix. i've admitted it on this program, i use the manassas password. are they coming for me? >> apparently so. freeloaders are coming. [laugh
stuart: i extended my big tech holdings from microsoft, a little bit of google. am i doing the right thing? >> a great company, google and microsoft, it doesn't matter, they are always going to go higher. i love microsoft is much as you do but google is in my by camp and i'm buying lower. if we get a chance to go lower, i'm buying both lower. stuart: on the cups overturned, attitude toward the market. come back soon. thanks so much. the opening bell is ringing in a couple of seconds. i...
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May 16, 2023
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it is outperforming microsoft this year so. charles: this morning bank of america updated the survey. i really like the survey a lot. the top fund magers around the world, manage a trillion dollars. most crowded trade, big tech. okay, what about short u.s. banks and u.s. dollar? a lot of folks use this as kind of a contrarian tool. you're really great. this ask one of the areas bespoke is great at, finding trends you against or counterintuitive. >> when you see people go one way you want to go go the other with the banks, one thing that has been interesting this year if you've seen in the s&p 500 down days, next day the s&p is rising 25 basis points so investor have been buying the dip. believe it or not that is one of the strongest in the first five months of the year that you've seen that kind of buy the dip mentality. in the banks though, on the day after a down day they average a decline of half a percent. investors are not stepping in to buy the dips yet. until we do see some of that action i hold off on the banks then go
it is outperforming microsoft this year so. charles: this morning bank of america updated the survey. i really like the survey a lot. the top fund magers around the world, manage a trillion dollars. most crowded trade, big tech. okay, what about short u.s. banks and u.s. dollar? a lot of folks use this as kind of a contrarian tool. you're really great. this ask one of the areas bespoke is great at, finding trends you against or counterintuitive. >> when you see people go one way you want...