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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 15, 2023
05/23
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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 15, 2023
05/23
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BLOOMBERG
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sticking with microsoft and antitrust, microsoft's as your cloud business has been targeted by the european union trust arm under -- antitrust arm, -- regulators are quizzing competitors and customers about how microsoft may be using its access to business sensitive information belonging to cloud firms. that according to sources. caroline: so too is -- we will talk about what she brings to the social media platforms and more with 3pas studios. the analyst price target is up $320. quite a way to go from the 328 we see. new york, this is bloomberg. -- from new york, this is bloomberg. ♪ ♪ (upbeat music) ♪ ( ♪♪ ) ( ♪♪ ) ( ♪♪ ) -awww. -awww. -awww. -nope. ( ♪♪ ) constant contact delivers the marketing tools your small business needs to keep up, excel, and grow. constant contact. helping the small stand tall. caroline: that's what her incoming ceo says she is excited to join the platform. she says she is committed to the development of the social media company and feedback from users is vital for the future and let's speak to someone who knows that and packed. when you -- h
sticking with microsoft and antitrust, microsoft's as your cloud business has been targeted by the european union trust arm under -- antitrust arm, -- regulators are quizzing competitors and customers about how microsoft may be using its access to business sensitive information belonging to cloud firms. that according to sources. caroline: so too is -- we will talk about what she brings to the social media platforms and more with 3pas studios. the analyst price target is up $320. quite a way to...
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May 11, 2023
05/23
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this is a game changer for microsoft. i feel more and more emboldened from ai and cloud where they're continuing to gain share from aws. >> what could you possibly be checking on that is bearing results already on this -- the ai thing for microsoft beyond what we already know are we putting the cart -- i hear you i hear you on everything you think. are we putting the cart before the horse in any way >> yeah, and i can see that narrative. it's really when partners, customers, beta customers and ultimately cios are more and more looking at what you can do on the cloud with chatgpt, with ai, i think it changes the whole game you're seeing google, amazon, oracle try and play catch up it's a "game of thrones" battle playing out microsoft continues to be in the lead i think monetization is going to come sooner than we expected on cloud. >> i wonder about this notion that you suggest of alphabet playing catch up others have brought forth that as well and whether it's a false narrative to begin with. microsoft got out of the gate
this is a game changer for microsoft. i feel more and more emboldened from ai and cloud where they're continuing to gain share from aws. >> what could you possibly be checking on that is bearing results already on this -- the ai thing for microsoft beyond what we already know are we putting the cart -- i hear you i hear you on everything you think. are we putting the cart before the horse in any way >> yeah, and i can see that narrative. it's really when partners, customers, beta...
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May 18, 2023
05/23
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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 30, 2023
05/23
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meta, google, nvidia, apple, microsoft. it's, like, once again these companies are going to continue to grow. i know how microsoft is going to monetize it. these big companies are going to make ai embedded in their companies and make it stickier for us as the users and then charge more for that i think the direct way to go is nvidia and microsoft, but to stacy's point, we are in early, early innings. there will be lots of new winners that we're not even talking about today. >> yeah. so stacy, as you look at your coverage universe, i don't even know frankly, if you cover mar marvell, or a name like that, but you do amd when you see these others who are along for the ride so to speak, you know, who are the ones that we really need to pay attention to that we're not talking about every single day >> my coverage, it's getting a little bit of attention, and that's broadcom. they're benefits a couple of different ways and they're doing their own chip design broadcom does that, they call it asic they benefit from that, and they ha
meta, google, nvidia, apple, microsoft. it's, like, once again these companies are going to continue to grow. i know how microsoft is going to monetize it. these big companies are going to make ai embedded in their companies and make it stickier for us as the users and then charge more for that i think the direct way to go is nvidia and microsoft, but to stacy's point, we are in early, early innings. there will be lots of new winners that we're not even talking about today. >> yeah. so...
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May 11, 2023
05/23
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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 9, 2023
05/23
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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 25, 2023
05/23
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microsoft president brad smith says the u.s. should make a new agency to regulate artificial intelligence. the licensing requirements necessary to operate those ai tools. outlining the company policy regarding ai and echoing sentiments from openai, saying government oversight ensures that humans will remain in control of the technology. other microsoft news, the company has filed an appeal against the u.k., after the antitrust agency blocked the $69 billion deal to buy activision blizzard. cma says it stands by its decision, arguing would let microsoft to set the terms of the market. >> look at shares of nintendo the last few weeks it took three days for the latest installment in the legend of zelda franchise to sell more than 10 million copies worldwide. 4 million in the americas where the new game became nintendo's fastest selling game ever. from new york and san francisco. this is bloomberg. ♪ when people come, they say they've tried lots of diets, nothing's worked or they've lost the same 10, 20, 50 pounds over and over ag
microsoft president brad smith says the u.s. should make a new agency to regulate artificial intelligence. the licensing requirements necessary to operate those ai tools. outlining the company policy regarding ai and echoing sentiments from openai, saying government oversight ensures that humans will remain in control of the technology. other microsoft news, the company has filed an appeal against the u.k., after the antitrust agency blocked the $69 billion deal to buy activision blizzard. cma...
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May 16, 2023
05/23
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stuart: another stock is microsoft. you own? >> i do through a basket, which is the s&p 500 and talk about oven and microsoft is not ai and have things like cloud business they're working on and it's a company again, stuart. you talk about innovation and where's the innovation and here at microsoft they're innovating and continue to put up bigger earnings every single quarter and great management team, nadel doing a great job at the helm and that's a name you want to own. stuart: i use bing and uses ai in search. >> how's that working? stuart: really well. it's beginning to learn my searches. so if i press one key and i search for that kind of thing before, it fills out the whole thing. it seems to know me. >> now you'd use bing over google? stuart: always, yes. even though i just bought google because i like ai. tell me about home depot. not great earning ands not a great outlook either. >> not great. if you listen to what the ceo had to say on the call, stuart, lumber prices played into this and price of lumber out there was p
stuart: another stock is microsoft. you own? >> i do through a basket, which is the s&p 500 and talk about oven and microsoft is not ai and have things like cloud business they're working on and it's a company again, stuart. you talk about innovation and where's the innovation and here at microsoft they're innovating and continue to put up bigger earnings every single quarter and great management team, nadel doing a great job at the helm and that's a name you want to own. stuart: i...
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May 17, 2023
05/23
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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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May 10, 2023
05/23
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what microsoft and other ai players are doing. i think the value is there >> do you worry? do you share some of the same worry brad gerstner and others have expressed that they let other companies like microsoft get -- if you want to play sarat's theory we're only in the second inning, if you have the best arms on your pitching staff and now you're chasing a good staff, what are you going to do? >> i do think sarat is right we're early in this game there's a lot of hype going on brad's very well put comment, google is not synonymous with ai, google is still google it's sin oynonymous with search. microsoft is making huge inroads with chatgpt but google is still a verb >> quick >> two years ago we were talking about tesla as if it's the only ev player out there. all i knew then was massive competition was coming in. everywhere you turn there's ai, tons of money to be made there all i know there's going to be massive competition and when they have the whole market share for search, that's going to be tough to keep. >>> still ahead t
what microsoft and other ai players are doing. i think the value is there >> do you worry? do you share some of the same worry brad gerstner and others have expressed that they let other companies like microsoft get -- if you want to play sarat's theory we're only in the second inning, if you have the best arms on your pitching staff and now you're chasing a good staff, what are you going to do? >> i do think sarat is right we're early in this game there's a lot of hype going on...
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May 11, 2023
05/23
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microsoft, google, apple, amazon, nvidia. all of these companies i name because they have balance sheets, they have cash. they can invest in r&d and do emanate acquisitions and takeover companies like in this a -- the case of microsoft big investment in ai to get checked gpt going. they are the companies that are going to be the performers. the safest place to sit. some of the smaller plays i think, we just have not heard about for a long time. you saw palantir crush earnings. these will start coming to the forefront. they exceed expectations with the innovations they're working on. caroline: on a macro perspective, can those names outperform even if we see growth continue to slow down, if we worry we hit a recessionary environment? the jury is out as to whether tech is a safety play in this environment or is beholden to macroeconomic environments. sylvia: it is a great question. all of the major indices and sectors and top-performing -- it feels like an obvious answer but it is not. we have a situation where we have a fed th
microsoft, google, apple, amazon, nvidia. all of these companies i name because they have balance sheets, they have cash. they can invest in r&d and do emanate acquisitions and takeover companies like in this a -- the case of microsoft big investment in ai to get checked gpt going. they are the companies that are going to be the performers. the safest place to sit. some of the smaller plays i think, we just have not heard about for a long time. you saw palantir crush earnings. these will...
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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 15, 2023
05/23
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, as a shareholder, do you think that microsoft needs this deal now? it's got this -- it's got a.i. now, it's got a.i., and a.i. is going to add to earnings in so many different ways, courtney. >> yeah, i don't think they need this deal. i think they have plenty in their pipeline that are going to be beneficial to them. i think it would be helpful. i agree, i don't know if this is going to go through yet. i don't know if what's going to happen in the eu is going to trump the uk there was a statement that, this isn't going to change our opinion. i don't know if this is going to make or break things >> guy >> $70 billion deal for microsoft, $2.3 trillion company is not necessarily going to move the needle but i like where tim is going with this, and if you sort of read between the lines, what's next electronic arts has lagged you have to believe they are on somebody's radar screens there's another simple out there whose market cap allows to speak to it. people will start talking about that, so, there are names out there that could be in play on the back
, as a shareholder, do you think that microsoft needs this deal now? it's got this -- it's got a.i. now, it's got a.i., and a.i. is going to add to earnings in so many different ways, courtney. >> yeah, i don't think they need this deal. i think they have plenty in their pipeline that are going to be beneficial to them. i think it would be helpful. i agree, i don't know if this is going to go through yet. i don't know if what's going to happen in the eu is going to trump the uk there was...
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May 11, 2023
05/23
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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 10, 2023
05/23
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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 11, 2023
05/23
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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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May 26, 2023
05/23
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BLOOMBERG
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and building within that platform and offering services on microsoft. why did you do that if i'm reading between the lines you are building to be a big company and scale great heights? >> sound brazen, but it is never about the money as much as money is important. when you are looking to build that big and looking to be that grass roots and how stuff is used, office is used everywhere and windows is used everywhere. the second is, it is balance. we have two corporate's that have worked with us. one we have not disclosed for obvious reasons. but for microsoft the key was aligned on our mission and they want to basically transform the world. a line around values. we just get along. it is so important. it is a balance because it is not an investment because it is an exit but there is joint value that can be created and you bring the two platforms together. caroline: they help anyone able to build websites. looking at the impact of artificial intelligence on the financial sector in particular. companies slapping on chatbot's to existing marketing saying thi
and building within that platform and offering services on microsoft. why did you do that if i'm reading between the lines you are building to be a big company and scale great heights? >> sound brazen, but it is never about the money as much as money is important. when you are looking to build that big and looking to be that grass roots and how stuff is used, office is used everywhere and windows is used everywhere. the second is, it is balance. we have two corporate's that have worked...
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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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May 22, 2023
05/23
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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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we need to rapidly conclude next new, the an indonesian free trade agreements with microsoft, mexico, india, indonesia, australia, kenya, and also in the future with many other countries. here the com. did you go to the victim? was that the agreement is, isn't that support the apartments economic development is rob eisley, the hindering i bought them from the oil study to be faster. and that means, for example, the initial processing of rule materials used to take place issues and get done done. 100 extension rough in china, or elsewhere, other shipments of iron gold, if we on, cuz these thoughts are now trade relations. then we can make a major contribution to diversifying our supply chain is suv in europe, into the office of the rest of the world. and like a get this, those fights are finding the benoit, if i, if we continue to negotiate fruitlessly for years, eager to meet with on a new free trade agreements then in the future will be other assign. it keeps tight upon inside with love. our mental and social style also has a key decision. let's control either the shape of tab much j
we need to rapidly conclude next new, the an indonesian free trade agreements with microsoft, mexico, india, indonesia, australia, kenya, and also in the future with many other countries. here the com. did you go to the victim? was that the agreement is, isn't that support the apartments economic development is rob eisley, the hindering i bought them from the oil study to be faster. and that means, for example, the initial processing of rule materials used to take place issues and get done...
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May 22, 2023
05/23
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CSPAN2
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the teams that run microsoft teams if you scrub on microsoft teams don't feel and they're like do you mind starting again? i was like sure means, nothing to me. i was talking to a mirror reflection of myself, which when you do any of these events over like ten people, that's how it goes. and it's like there's no interaction. there's no one bobbing their head or i'm watching someone's reaction as they're trying to swallow water. not at the same time. and now they're laughing. i can spit the water. this kid who's. what is going on? i can't hear this, but he's adorable. know you know this is this is reality. this is as good it gets. and the idea that we're going to improve this, that we can invent our way to some better state of being like if we can't be great for this and appreciate this, especially after all we've gone through for the next couple of years, nothing's going to make us happy. as he it on our podcast. this is our our real reality. oh, did i say that was or are that some. i wouldn't say that's artificial intelligence but the pirate jokes and we made pirate. yeah that's our.
the teams that run microsoft teams if you scrub on microsoft teams don't feel and they're like do you mind starting again? i was like sure means, nothing to me. i was talking to a mirror reflection of myself, which when you do any of these events over like ten people, that's how it goes. and it's like there's no interaction. there's no one bobbing their head or i'm watching someone's reaction as they're trying to swallow water. not at the same time. and now they're laughing. i can spit the...
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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 15, 2023
05/23
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CNBC
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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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FBC
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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 10, 2023
05/23
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CNBC
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to have one with character ai how significant is the steady drum beat of only ai and microsoft kind of building their position and continuing to integrate these services into their core products? >> what's significant is how aggressive microsoft has been here, and on the last earnings call it was clear that they were amped up about ai. it was over the top how bullish they are and then like you said they keep having more and more announcements out and i think you can think about aye in basically two different camps you have those that are being more screw dinchlts that's google and apple and potentially tesla with elon and some of its views and then companies being aggressive with it microsoft is accelerating to the floor here when it comes to ai that's what jumps out to me. they are not messing around and i've thought of microsoft as being a lagard when they got innovation and they are going after aye hard and got religion fifth and how this plays out it's hard to see, but i think this will be a big advantage for microsoft in the years to come. >> gene, we'll ask you to stick around
to have one with character ai how significant is the steady drum beat of only ai and microsoft kind of building their position and continuing to integrate these services into their core products? >> what's significant is how aggressive microsoft has been here, and on the last earnings call it was clear that they were amped up about ai. it was over the top how bullish they are and then like you said they keep having more and more announcements out and i think you can think about aye in...
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May 29, 2023
05/23
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CSPAN3
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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 3, 2023
05/23
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BBCNEWS
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the chief executives of alphabet and microsoft will meet with american vice president kamala harris to discuss key artificial intelligence issues on thursday. president biden wants to ensure new ai products are fully safe and tested before they are made available to the public. there are growing concerns about the rapid speed of ai technology and how it may be misused. yesterday, over a billion dollars was wiped off the stock market value of the digital learning company pearson after us rival chegg admitted that the rise of artificial intelligence chatbot chatgpt is hurting its business. —— almost $1 billion. dr kate devlin, is a researcher in artificial intelligence and society at king's college london. i asked her if regulation may stifle competition and innovation. it is difficult to say. interesting there is a move by the white house to have a closer look because until now the us has been quite hands off in terms of regulation so i think this could be frightening a few people when you consider the implications of some of the changes. i suppose that is the dilemma, is it excitin
the chief executives of alphabet and microsoft will meet with american vice president kamala harris to discuss key artificial intelligence issues on thursday. president biden wants to ensure new ai products are fully safe and tested before they are made available to the public. there are growing concerns about the rapid speed of ai technology and how it may be misused. yesterday, over a billion dollars was wiped off the stock market value of the digital learning company pearson after us rival...
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May 12, 2023
05/23
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FBC
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well you already have microsoft. okay, all right stuart: they use ai on bing, and notice it, it seems to recognize my searches more. it moves me quickly to it. charles: really this whole ai thing is really really amazing. there's a firm becaused out of canada that says we're 50/50 whether or not they annihilate humankind, and this is how much of a threat it is but let's make money first and we'll worry about survival later. stuart: cybersecurity is another area which seems to be lifting off ai because people need security when you've gotta i running loose. charles: it's a hell of a combination right? imagine ai in the wrong hands. i don't know there's any systems out there that can really compete and we always know that the bad guys are one step ahead anyway, but to be one step ahead with this sort of a tool, this sort of a weapon is scary stuff so yeah, almost every business out there is going to have to retrofit or enhance their security to a major degree stuart: have you got a cybersecurity stock that your subscri
well you already have microsoft. okay, all right stuart: they use ai on bing, and notice it, it seems to recognize my searches more. it moves me quickly to it. charles: really this whole ai thing is really really amazing. there's a firm becaused out of canada that says we're 50/50 whether or not they annihilate humankind, and this is how much of a threat it is but let's make money first and we'll worry about survival later. stuart: cybersecurity is another area which seems to be lifting off ai...
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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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sorry about microsoft. i'm still wrong too, that's okay. stuart: okay. jason katz, the one and only. thanks very much for joining us. >> we'll get that right. stuart: i got it. i got it. next case, hunter biden, he appeared in court today and he's petitions to reduce child support payments to the mother of his 4-year-old girl -- daughter. miranda devine is with me now. miranda, this is serious stuff. why is president biden, the president of the united states refusing to acknowledge his own granddaughter? >> well, i would assume, stuart, because hunter doesn't want him to. hunter has been trying from the very beginning to ignore this child and deny paternity, london roberts, the mother of the 4-year-old navy jones, had to go to court and get a paternity test to prove he was the father. in his memoir hunter wrote that he couldn't even remember having the fling with this woman, the former stripper from washington dc. that's not true because the laptop shows that he had an ongoing relationship with her for several months and in fact used to smuggle her in th
sorry about microsoft. i'm still wrong too, that's okay. stuart: okay. jason katz, the one and only. thanks very much for joining us. >> we'll get that right. stuart: i got it. i got it. next case, hunter biden, he appeared in court today and he's petitions to reduce child support payments to the mother of his 4-year-old girl -- daughter. miranda devine is with me now. miranda, this is serious stuff. why is president biden, the president of the united states refusing to acknowledge his...
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11
May 30, 2023
05/23
by
ALJAZ
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product is produced, it's here to stay from 500 to up to a 1000 years and then turning it to home for microsoft sticks. it has a devastating impact on marine life and our eco system on humans on say 5 to the problem is everywhere from the summit of mount everest to the deepest of oceans. the picture of a headlines here on just the remote in 40 nights nato peacekeepers have been injured, doing demonstrations by ethnic subs in northern. the cost of it for testers, are hungry about ethnic albanian officials taking office. so be as president binding cost of those prime minister for the escalation and violence. and of course, we want to keep them on know, doing the serbs and costs of a and i know how they feel and how difficult it is for them not to get into a conflict from night to not because on a friday, you know, because any of us are afraid we none of us personally have anything to lose, but because that's what cookie wants most. is that a humanitarian ceasefire between the sudanese army on the power military rapids support for suits has been extended. and by 5 days, residents have consumer mai
product is produced, it's here to stay from 500 to up to a 1000 years and then turning it to home for microsoft sticks. it has a devastating impact on marine life and our eco system on humans on say 5 to the problem is everywhere from the summit of mount everest to the deepest of oceans. the picture of a headlines here on just the remote in 40 nights nato peacekeepers have been injured, doing demonstrations by ethnic subs in northern. the cost of it for testers, are hungry about ethnic albanian...
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May 19, 2023
05/23
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BLOOMBERG
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is this between bin, microsoft and the like -- bing, microsoft, like? rachel: part of what we are seeing is there are so many ios users. you often have a lot of them that were using the same version of the software at the same time. it might be easier to hit more people at the same time. android can be more stratified. that might the sum of it. i think we will have to see what the difference is. caroline: as we try and work out the unrolling of this particular app, it is interesting and ironic, right, that apple itself has done what many companies are doing and putting pause on using gpt within its own walls. rachel: i am so sorry, i could not hear the end of what you said. caroline: is apple itself, it feels ironic that apple is perhaps stopping its own employees to use chatgpt? rachel: yes, we have heard that is going on there. on the one hand, that is ironic. i think it also speaks to the fact a lot of companies are trying to figure out how, and if, they can use this software. they do not want employees pushing through either personally identifiable
is this between bin, microsoft and the like -- bing, microsoft, like? rachel: part of what we are seeing is there are so many ios users. you often have a lot of them that were using the same version of the software at the same time. it might be easier to hit more people at the same time. android can be more stratified. that might the sum of it. i think we will have to see what the difference is. caroline: as we try and work out the unrolling of this particular app, it is interesting and ironic,...
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May 15, 2023
05/23
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CNBC
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europe's approval marks a huge win for microsoft. of course, the fate of the deal is still uncertain after the uk's top competition authority blocked the deal last month. >>> the transportation security administration, tsa, is testing a new facial recognition technology to boost airport security the pilot program currently in 16 airports uses technology to compare a traveler's appearance with their id. critics have raised concerns about questions of bias in facial recognition technology. >>> the battle over the ballpark continues in las vegas bally's and its landlord announced a binding agreement to bring the oak atlanta a's to a new stomach to be built at the tropicana on the las vegas strip. a few weeks ago it was a binding agreement with red rock resorts. all of this is contingent on nevada putting up public money and major league baseball approving that deal. waiting with baited breath, can they hit it oul of the ballpark. >> i guess there's a lot of intrigue >>> european markets are closing right now. mostly higher. quiet sessio
europe's approval marks a huge win for microsoft. of course, the fate of the deal is still uncertain after the uk's top competition authority blocked the deal last month. >>> the transportation security administration, tsa, is testing a new facial recognition technology to boost airport security the pilot program currently in 16 airports uses technology to compare a traveler's appearance with their id. critics have raised concerns about questions of bias in facial recognition...
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43
May 16, 2023
05/23
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FBC
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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...
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2.0
May 28, 2023
05/23
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CSPAN3
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was crushed by microsoft and wh we called the browser wars of late 1990s, when microsoft mustered all its resources and trained themn this upstart netscape communications and effectively crusd it. the got microsoft into microsoft into some antitrust trouble all that successfully dodged in the early 2000s. t netheless there was some controversial measures that miosoft took to crush netscape corp, which eventually was acquired by america onlinean then proceeded to be. disappeared by aol. altavista used be the go to web search engine in the nineties, but by the early 2000s it was gone, mostly forgotten. super ceded ggle and altavista. it's a remembered today. it's remembered as a nostalgic artifact of the 1990s. so too is prodigy, which was a popular dial up infamy service, kind of like the internet on trainingheels, if you will. odigy was a popular way to get online in the nineties, di't make much money and really not survive the decade. so the point here is that some of the onlin entities th began and started up in the and were prominent during the decade didn't survive very long. so l
was crushed by microsoft and wh we called the browser wars of late 1990s, when microsoft mustered all its resources and trained themn this upstart netscape communications and effectively crusd it. the got microsoft into microsoft into some antitrust trouble all that successfully dodged in the early 2000s. t netheless there was some controversial measures that miosoft took to crush netscape corp, which eventually was acquired by america onlinean then proceeded to be. disappeared by aol....
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0.0
May 13, 2023
05/23
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ALJAZ
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which they've repurposed an old site, but old over scandinavia, tech giants like facebook, google, and microsoft building huge data centers running on hydro and wind power. in fact, investment and notice data centers is set to double by 2025. thank you. all work is the phone fully electric. i'm meeting see re kelby a local matri ologist in green and vista who's confident this trend will continue. so this is where the hydro power is. yes, the or the flow on a high for station, it's actually the world's longest 4444 steps over a 100 years old. so be careful. so i can see that it's old from this old trading here. here you see the, the old pipe coming down from the mountains. so all the was those just slowing high speeds in the pi, creating electricity when they hits the turbine. so you have to use what nature gives you. so in norway we have incredible rain or the country it has sun then. yeah, we also have wind, but here it's rain that gives us the electricity. scandinavia will be important. so the welds data storage, i think scandinavia will be very important for future data storage. it's a cold c
which they've repurposed an old site, but old over scandinavia, tech giants like facebook, google, and microsoft building huge data centers running on hydro and wind power. in fact, investment and notice data centers is set to double by 2025. thank you. all work is the phone fully electric. i'm meeting see re kelby a local matri ologist in green and vista who's confident this trend will continue. so this is where the hydro power is. yes, the or the flow on a high for station, it's actually the...
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0.0
May 15, 2023
05/23
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BLOOMBERG
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those include nvidia, microsoft and others. stanley druck miller in a recent conference said he believed that ai is every bit as official and could be as impactful as the early days of the internet. you can see that reflected in his purchases. notably, appaloosa. buying a lot of arc. kathy woods. ponderosa pine. which focuses on the main tech boom. there is a bed both on ai and tech from some of the biggest traders. >> su keenan. that is it for daybreak australia. daybreak: asia is next as we count down to the start of trading this tuesday. this is bloomberg. ♪ haidi:
those include nvidia, microsoft and others. stanley druck miller in a recent conference said he believed that ai is every bit as official and could be as impactful as the early days of the internet. you can see that reflected in his purchases. notably, appaloosa. buying a lot of arc. kathy woods. ponderosa pine. which focuses on the main tech boom. there is a bed both on ai and tech from some of the biggest traders. >> su keenan. that is it for daybreak australia. daybreak: asia is next...
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0.0
May 15, 2023
05/23
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CNBC
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antitrust situation microsoft doesn't have to prove or disprove its case in the uk. the antitrust regulators have to prove is that they did their job in terms of following procedure. not that their ultimate conclusion was the correct one or incorrect one. >> right >> for microsoft they'll have to prove that the uk regulators did something wrong by their own standards or maybe just cleave off the uk business. >> where else should people be looking for targets if this is a sweet spot for private equity. >> it is across the board. although the place we've been seeing to me the most lately has been in health care and that's everything from pharma to devices and from other biotech and that seems to be one of the hottest spaces right now >> dan pickering, where in the energy space now that we're starting to see as you call them these mid-stream deals happen, who else does that potentially imply. >> i think the reality is any company under 10 or 15 billion in market cap feels the need to be bigger whether they're a mid-stream company et cetera, and so i look for sort of a s
antitrust situation microsoft doesn't have to prove or disprove its case in the uk. the antitrust regulators have to prove is that they did their job in terms of following procedure. not that their ultimate conclusion was the correct one or incorrect one. >> right >> for microsoft they'll have to prove that the uk regulators did something wrong by their own standards or maybe just cleave off the uk business. >> where else should people be looking for targets if this is a sweet...