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Nov 20, 2023
11/23
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subsidiary at microsoft. so, here's where things stand as of right now openai is currently running under its third ceo in four days already some calls for that ceo to go away and the very real possibility the original ceo, altman, comes back to keep employees from following him to microsoft and collapsing openai. this potential exodus of employees putting openai's lead in a.i. at risk and gives microsoft and chance to develop that technology in house without relying on a volatile startup. microsoft closes the deal, and brings altman in-house, along with hundreds of openai employees. and microsoft can end up acquiring the hottest tech startup on the planet, reportedly valued at a $90 billion, for a song, and without any scrutiny from regulators or, the board caves to the employee demands and altman comes back then they resign and new board members come in to run the shop. if that happens, well, we're going to be on a time machine back to where things stood thursday mel? >> wow >> yeah. >> steve, thank you. for
subsidiary at microsoft. so, here's where things stand as of right now openai is currently running under its third ceo in four days already some calls for that ceo to go away and the very real possibility the original ceo, altman, comes back to keep employees from following him to microsoft and collapsing openai. this potential exodus of employees putting openai's lead in a.i. at risk and gives microsoft and chance to develop that technology in house without relying on a volatile startup....
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Aug 22, 2023
08/23
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microsoft has been confident today. i microsoft has been confident today. this has been a long journey for them. the deal was announced in january 2022 and there have been multiple challenges around the world, there have been lots of approvals, as well, but it has been well and truly snagged in the court system. microsoft has stayed the course. lots of other company would have ended the transaction at this stage, when they get a sniff of litigation or that the regulator might not like the look of their deal they step away, but microsoft has held on and restructured the deal, they have given notification to the uk authority today, and they will be confident because they think they have addressed, they have cured their problem that the cma found, its central concern that it would take microsoft massive power with xbox, the cloud, and then combine that with the leading games manufacture, activision blizzard. the power of those two together would simply be too much for the market. ., , would simply be too much for the market. . , . . ., market. that is the cruc
microsoft has been confident today. i microsoft has been confident today. this has been a long journey for them. the deal was announced in january 2022 and there have been multiple challenges around the world, there have been lots of approvals, as well, but it has been well and truly snagged in the court system. microsoft has stayed the course. lots of other company would have ended the transaction at this stage, when they get a sniff of litigation or that the regulator might not like the look...
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Nov 20, 2023
11/23
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>> microsoft is crushing it. i was at the developer conference, the pace of innovation is nothing i have seen covering tech in 20 years -- 420 years. for 20 years. the product is not perfect, it is not going to be the smoothest ride out of the gate, but the level of innovation is beyond anything we have seen at any time i have spent covering marcus out as a developer in the 90's -- covering microsoft as a developer in the 90's. they are so far ahead of everyone else and we believe that amazon is going to also the in the mix. our thesis is amazon, microsoft, google, the consumer market, there are different markets. all three will have a seat at the table. ed: that is the microsoft side of this story, will continue the conversation on sam altman and openai's employees threatening to leave the company if the board does not resign. the reaction is next. this is bloomberg technology. ♪ the first time you made a sale online with godaddy was also the first time you heard of a town named dinosaur, colorado. we just got
>> microsoft is crushing it. i was at the developer conference, the pace of innovation is nothing i have seen covering tech in 20 years -- 420 years. for 20 years. the product is not perfect, it is not going to be the smoothest ride out of the gate, but the level of innovation is beyond anything we have seen at any time i have spent covering marcus out as a developer in the 90's -- covering microsoft as a developer in the 90's. they are so far ahead of everyone else and we believe that...
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how did microsoft minus to a piece regulators there? well, this is, um, the again, it comes back to the cloud gaming. and one of the reasons that microsoft is very, very, aggressively pursuing cloud gaming is because for in order for cloud gaming to grow as a business on the market, you kind of need a huge amount of capital investment from players like amazon and like microsoft, a smaller companies who don't have necessarily the server infrastructure to deliver this on this potential new market. it's probably not going to happen without amazon or microsoft or end video back in it. so what mike's off the said was, let's invest in this market, let us grove this market. and in order to do that, we will provide those games to compete in platforms. smaller companies like boost the royd and so on. and we will provide all of activity and business games and all of our own games like halo and, and photos and flight simulator. and someone will provide those games to smaller competitors on the, on the 10. yeah. no questions asked. spices and they'
how did microsoft minus to a piece regulators there? well, this is, um, the again, it comes back to the cloud gaming. and one of the reasons that microsoft is very, very, aggressively pursuing cloud gaming is because for in order for cloud gaming to grow as a business on the market, you kind of need a huge amount of capital investment from players like amazon and like microsoft, a smaller companies who don't have necessarily the server infrastructure to deliver this on this potential new...
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Jul 13, 2023
07/23
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how has microsoft — hands of microsoft. how has microsoft responded? - hands of microsoft. how has i microsoft responded? concerns hands of microsoft. how has - microsoft responded? concerns that it could potentially limit things like call of duty on other platforms?— like call of duty on other platforms? like call of duty on other latforms? ~ . ., , platforms? microsoft are saying they are doinu platforms? microsoft are saying they are doing this _ platforms? microsoft are saying they are doing this because _ platforms? microsoft are saying they are doing this because they - platforms? microsoft are saying they are doing this because they need - platforms? microsoft are saying they are doing this because they need to l are doing this because they need to boost their sales of xbox. it is being crushed under the competition by sony. so by getting activision onto their play stations, they are hoping that it will boost their position within the marketplace of online gaming. they are actually quite disappointed that the ftc had decided to do this. we are getting the sense tha
how has microsoft — hands of microsoft. how has microsoft responded? - hands of microsoft. how has i microsoft responded? concerns hands of microsoft. how has - microsoft responded? concerns that it could potentially limit things like call of duty on other platforms?— like call of duty on other platforms? like call of duty on other latforms? ~ . ., , platforms? microsoft are saying they are doinu platforms? microsoft are saying they are doing this _ platforms? microsoft are saying they are...
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Feb 7, 2023
02/23
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gdp it's the largest business at microsoft. that's the other thing at microsoft, is our largest business is a fast-growing business we want to make sure we invest in it while being disciplined and where we overshot -- quite frankly it's not even about overshooting on demand sometimes you have to take bets in tech which don't work and if they don't work you've got to just fast fail on them and that's what we have to learn and get better at. >> speaking of fast fail, and maybe this isn't the best transition, the activision blizzard acquisition looks to be running into some real headwinds in the uk. how certain are you now compared to where you were that that's going to go through, and how important is that to microsoft >> i saw that bobby was on your network this morning, and i thought he did a good job of explaining why he and i both are enthused about this combination, because i think it will only bring more competitiveness to the gaming industry. and i think -- look, i look at this and say at the end of the day the regulators
gdp it's the largest business at microsoft. that's the other thing at microsoft, is our largest business is a fast-growing business we want to make sure we invest in it while being disciplined and where we overshot -- quite frankly it's not even about overshooting on demand sometimes you have to take bets in tech which don't work and if they don't work you've got to just fast fail on them and that's what we have to learn and get better at. >> speaking of fast fail, and maybe this isn't...
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Nov 20, 2023
11/23
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microsoft's sam altman and more. that's 8:00 eastern tonight. >>> let's get a check on top stocks to watch heading into the close. kristina partsinevelos joins us with that. >> argentinian voters cheering libertarian economist as their new president. he's promising radical change of free-market economics and a remake of south america's second largest economy. that's why you're seeing many u.s.-listed shares of argentinian companies jumping today. vista derives revenues from ar general. >>> deutsche bank showing love for boeing, rating it hold to buy. they say grow ing aircraft deliveries shares up over 4%. >>> we're just getting started up next, trading seasonal strength, a top technician is flagging one part of the market he thinks could outperform into the year icy hot. ice works fast. ♪♪ heat makes it last. feel the power of contrast therapy. ♪♪ so you can rise from pain. icy hot. people are excited about what ai will do for them. we're excited about what ai will do for business. introducing watsonx a plat
microsoft's sam altman and more. that's 8:00 eastern tonight. >>> let's get a check on top stocks to watch heading into the close. kristina partsinevelos joins us with that. >> argentinian voters cheering libertarian economist as their new president. he's promising radical change of free-market economics and a remake of south america's second largest economy. that's why you're seeing many u.s.-listed shares of argentinian companies jumping today. vista derives revenues from ar...
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Jul 12, 2023
07/23
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microsoft. big tech names that have been under pressure earlier this week on the upcoming special nasdaq 100 rebalancing are getting a did. showing on the commute kitchen services sector on the year, the second-best sector on the year up about 37% and a couple of the names helping out today. meta, threads, the competition to twitter is getting a boost. some analysts think it could be a significant revenue booster for meta. alphabet trading higher on the day. we will see some big tech names flying. microsoft, alphabet getting a bid off of the lower yields. we will pray for big tech overall. while the s&p 500 and the nasdaq 100 may be authorized, big tech names are hanging on to gains. caroline: and let's talk about those key names. the u.k., the antitrust watchdog has said that a new merger investigation into microsoft's 69 billion activision deal would be needed. to restructure the deal to reverse the u.k. veto. let's bring in our reporter who has been all across the competition. is it good to g
microsoft. big tech names that have been under pressure earlier this week on the upcoming special nasdaq 100 rebalancing are getting a did. showing on the commute kitchen services sector on the year, the second-best sector on the year up about 37% and a couple of the names helping out today. meta, threads, the competition to twitter is getting a boost. some analysts think it could be a significant revenue booster for meta. alphabet trading higher on the day. we will see some big tech names...
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Apr 26, 2023
04/23
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the security chief over at microsoft. they have told us how they integrated those ai tools into the security offering. how is that driving the business and what she is talking about here next from rsa. this is bloomberg. ♪ ed: welcome back to bloomberg technology live at the rsa conference in san francisco, the focus is cybersecurity. honestly, everyone is talking about generative ai which is fortunate because we are joined by the microsoft bp of security. you have told us how microsoft integrates gpt into security copilot. why? what is the benefit of using ai to boost security offering? >>>> it is great to be here with you live, thank you for having us. we have to remember who we are up against as we think about why we need ai. the threat landscape is challenging. we have gone from 506 to seven attacks per second to 1287 per second translating to tens of billions of attacks. cybersecurity is complex. the average defender is dealing with more than 70 at any given time and it takes a long time for us to investigate all o
the security chief over at microsoft. they have told us how they integrated those ai tools into the security offering. how is that driving the business and what she is talking about here next from rsa. this is bloomberg. ♪ ed: welcome back to bloomberg technology live at the rsa conference in san francisco, the focus is cybersecurity. honestly, everyone is talking about generative ai which is fortunate because we are joined by the microsoft bp of security. you have told us how microsoft...
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Nov 22, 2023
11/23
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sub destroying microsoft -- sam altman might join microsoft. do they lose money if sam does not join the company? richard: their primary goal was to get sam back at openai. they were kind of ok either way. obviously, openai has done some fantastic things with chat gpt. microsoft has an incredibly strong offering as well. there would be no impact no matter what happened with open i i to their current roadmap -- openai to their current roadmap. they have a lot of the ip is there's. they felt fairly covered matter what the outcome. i think this is probably the best outcome in terms of stability. there is always a difficult relationship between microsoft and openai, that will continue. i think this episode was going to come in some shape or form at some point. it's probably come earlier than we expected but i think ultimately, it just kind of cuts through what was that complex relationship into something a lot cleaner going forward, which will help that ipo story in the future and i think helps microsoft's take on as well. kriti: at the same time,
sub destroying microsoft -- sam altman might join microsoft. do they lose money if sam does not join the company? richard: their primary goal was to get sam back at openai. they were kind of ok either way. obviously, openai has done some fantastic things with chat gpt. microsoft has an incredibly strong offering as well. there would be no impact no matter what happened with open i i to their current roadmap -- openai to their current roadmap. they have a lot of the ip is there's. they felt...
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Nov 21, 2023
11/23
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as you noted is microsoft. my gross up -- people -- microsoft, people are forgetting this -- caroline: really, josh? ultimately they have regulatory exposure and cuts exposure and don't have the arm's-length production of seeing hallucination built on their own branded type. josh: i will trade that if i was a microsoft shareholder, i would pray that every time. $10 billion of committed capital. what did they get in market cap value? a trillion dollars could that is one of the best trades in technology history. $10 billion to create a trillion dollars of market value. i think they can afford whether it is $100 billion of regulatory costs, brad smith trying to get revelatory capture, which i don't approve of that i think it is wrong of this industry commit is disingenuous in its attempt -- but microsoft has won, $10 billion to win a trillion dollars of market value is a coup of epic proportions. caroline: boy, are we going to talk about that more. josh wolfe, thank you so much, managing partner of lux capital. we
as you noted is microsoft. my gross up -- people -- microsoft, people are forgetting this -- caroline: really, josh? ultimately they have regulatory exposure and cuts exposure and don't have the arm's-length production of seeing hallucination built on their own branded type. josh: i will trade that if i was a microsoft shareholder, i would pray that every time. $10 billion of committed capital. what did they get in market cap value? a trillion dollars could that is one of the best trades in...
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Nov 21, 2023
11/23
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sonali: what is microsoft with sam altman and what is microsoft without him? mandeep: for microsoft, they will definitely have a bigger say in openai going forward. clearly, from that perspective, they have more influence. i don't think it helps them bringing all the employees over to work for microsoft because microsoft is a behemoth. they have so many businesses. they just bought activision. i cannot imagine them devoting their resources to -- and for sam altman and the guys that worked at openai, the culture is different than microsoft. i do see some cultural issues. in the end, you have to build an ecosystem for a technology like genai. putting everything under microsoft is not going to develop an ecosystem. jon: i want to build on those comments and refer to a report you put out through the bloomberg intelligence team on the terminal today on the subject of replicating product success. we actually have not had a huge conversation around that yet, but if chatgpt had not been as explosive out of the gate as it was, maybe we would be talking about the pros a
sonali: what is microsoft with sam altman and what is microsoft without him? mandeep: for microsoft, they will definitely have a bigger say in openai going forward. clearly, from that perspective, they have more influence. i don't think it helps them bringing all the employees over to work for microsoft because microsoft is a behemoth. they have so many businesses. they just bought activision. i cannot imagine them devoting their resources to -- and for sam altman and the guys that worked at...
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Apr 26, 2023
04/23
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CNBC
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they feel what if microsoft takes the big titles like call of duty and keeps them exclusively for microsoft's platform the chair has been known to be a big critic of the power of some of these big tech firms, so she's going to be a tough one to crack at the ftc as i mentioned, the uk cma has been one of the staunchedest critics, and it will be interesting to see if they green light the deal, whether that has any influence over the u.s. with the ftc. in terms of the timeline, it ee unclear when they might make that decision, but microsoft continues to say they hope the deals will be done and dusted this year, but, of course, that's subject to regulatory approvals, and the big one, frank abo frank, is the ftc. >> we're going to stay on this story. arjun, thank you so much. >>> ahead here on "worldwide exchange," my sitdown with u.p.s. ceo carol tome and what she says >>> plus a big buyback with buffett maker and china. what they just did with oracle stay with us ♪ this is rebecca, who needs a new script. ♪ ♪ and this is fernando, ♪ ♪ searching savings with a click. ♪ online or in-st
they feel what if microsoft takes the big titles like call of duty and keeps them exclusively for microsoft's platform the chair has been known to be a big critic of the power of some of these big tech firms, so she's going to be a tough one to crack at the ftc as i mentioned, the uk cma has been one of the staunchedest critics, and it will be interesting to see if they green light the deal, whether that has any influence over the u.s. with the ftc. in terms of the timeline, it ee unclear when...
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Apr 26, 2023
04/23
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FBC
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premarket microsoft is up eight and a quarter%, $22 a share. it's not effective by britain's decision to block acquisition of activism blizzard. other big tech stocks, a boost from microsoft, medical records big tech stocks are up. what significantly this morning. across the board tuesday modest buying on the target market today. look at that nasdaq go up with microsoft and apple but, nasdaq is up 1.1%. bit coin is up. well above 28000, 29000 -- is that right? 29000, close to 30 grand. a theory him getting closer back again to $2000. interest rates on the downside, a mixed picture holding lower levels after yesterday. the ten year yield is 340 and two year yield way before 4% back down to 3.92. politics, let the insults fly. jean-pierre accuses republicans of biden to put fentanyl on the streets. the white house brings the blame game to a new low. you will hear more about the border today, or whistleblower says the administration is the middleman and multibillion-dollar child trafficking operation and says the biden people knew about it and did
premarket microsoft is up eight and a quarter%, $22 a share. it's not effective by britain's decision to block acquisition of activism blizzard. other big tech stocks, a boost from microsoft, medical records big tech stocks are up. what significantly this morning. across the board tuesday modest buying on the target market today. look at that nasdaq go up with microsoft and apple but, nasdaq is up 1.1%. bit coin is up. well above 28000, 29000 -- is that right? 29000, close to 30 grand. a theory...
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Nov 20, 2023
11/23
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CNBC
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if he doesn't join microsoft, microsoft has egg on its face after making this big announcement early in the morning before markets opened, saying we're bringing sam in and his team and his group of close confidants. >> ultimately it would be better for openai to be something of what it was a week ago, versus the shell of a company that remains. >> the other thing, are they acquiring a company for basically next to nothing? we talk a lot about how much microsoft has invested in openai, $13 billion. they haven't made all that money and a lot of that value is tied up in things like credits for using their cloud service. it's not like microsoft has written a check and owns the stake. there's still a lot of money in flux. >> what do we know about how this spun out of control and got so out of round? >> yeah, i mean, it's pretty unprecedented, i spent the weekend reporting on it. no one has seen anything like it it's very clear that there were a lot of things that weren't taken into account when these decisions were made by the board. just looking at the communications and not consulting,
if he doesn't join microsoft, microsoft has egg on its face after making this big announcement early in the morning before markets opened, saying we're bringing sam in and his team and his group of close confidants. >> ultimately it would be better for openai to be something of what it was a week ago, versus the shell of a company that remains. >> the other thing, are they acquiring a company for basically next to nothing? we talk a lot about how much microsoft has invested in...
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Oct 24, 2023
10/23
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microsoft's quarter as good as the stock pop? >> well, i think investors should just take a deep breath. we put a lot of pressure on google cloud number, the deceleration, understand that's caught people's attention from 28% to 23%, while azure had that step up from 26% to 29%, but the deep breath piece of this is just looking at the aggregate of what is in front of google over the next decade. they essentially have -- are losing share in cloud right now in part because of microsoft a optimizing openai on azure. so, they are gaining usage because of that. google's answer to openai is their new gemini platform. that is -- they were talking about it on the call here the past 35 minutes, and that's their new -- that's their answer to openai. as that gets integrated, it will start in the december quarter and further new models, they said, will be announced in 2024. microsoft will announce new models, too, but i think that this scale will tip back towards google or more level playing field between google and azure and we'll see a reac
microsoft's quarter as good as the stock pop? >> well, i think investors should just take a deep breath. we put a lot of pressure on google cloud number, the deceleration, understand that's caught people's attention from 28% to 23%, while azure had that step up from 26% to 29%, but the deep breath piece of this is just looking at the aggregate of what is in front of google over the next decade. they essentially have -- are losing share in cloud right now in part because of microsoft a...
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Nov 20, 2023
11/23
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chatgpt enabled microsoft bing just gives us the answer, no links. and one of the brilliant things, one of the many brilliant things that sam altman did, if you use chatgpt, when you ask it a question, it does that dot, dot, dot, and it takes a beat before it starts to print out the answer do you know that that's actually deliberate on sam's part to give you, the user, the impression that there's some sort of magic happening behind the scenes? it actually doesn't need that pause. it could start spitting out the answer within a nanosecond if it wanted to. that's the level of thought that's gone into that chatgpt product, and giving people the answer versus google, which tells you where to find the answer, that was the horse race. i still think that's a threat to google, and i say that as an alphabet shareholder what is at stake is if enough talent is up for grabs, ai talent, that these other players now have a moment to catch their breath by the way, this almost never happens. this was the leader in ai imploding literally as it was completely taking d
chatgpt enabled microsoft bing just gives us the answer, no links. and one of the brilliant things, one of the many brilliant things that sam altman did, if you use chatgpt, when you ask it a question, it does that dot, dot, dot, and it takes a beat before it starts to print out the answer do you know that that's actually deliberate on sam's part to give you, the user, the impression that there's some sort of magic happening behind the scenes? it actually doesn't need that pause. it could start...
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Feb 8, 2023
02/23
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CNBC
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google makes more money on windows than all of microsoft. so that alone should sort of give us the impetus to really go after this >> yeah, with john, it's clear that the google presentation in paris, just as ep polimblematice company that's probably being rushed a bit meantime, wolf today on microsoft, given the hyperbolic pace of innovation, d., the share shifts could happen quickly. and we also believe by the way that microsoft has already ink incorporated all of the costs into their current framework alphabet getting squeezed on the competitive and the execution side today and as nadella said, search is such an incredible business. alphabet, google leads here, but that business is under fire, not just from chatgpt and this new generative ai trend, we should say, but the regulators as well. and maybe that's starting to be reflected in the stock let's bring in neele patel even if you think that alphabet is eventually going to be a leader in this space, may have stumbled on the rollout, is this indicative of a google that isn't as agile, th
google makes more money on windows than all of microsoft. so that alone should sort of give us the impetus to really go after this >> yeah, with john, it's clear that the google presentation in paris, just as ep polimblematice company that's probably being rushed a bit meantime, wolf today on microsoft, given the hyperbolic pace of innovation, d., the share shifts could happen quickly. and we also believe by the way that microsoft has already ink incorporated all of the costs into their...
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Oct 24, 2023
10/23
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we are somewhat neutral over the near term on microsoft despite long term bullish. >> microsoft shares up 1% in the pre-market. jason, i want to pivot to alphabet. it is set to report this afternoon. revenue set to increase 10%. eps is expected to grow by 37%. the key part of the business is youtube advertisingeing stimateo grow. jason, you own alphabet. what are your expectations for this report? >> it is a good earnings report for alphabet. youtube seems to be tracking quite well. we think the growth in video spend is going up. benefitting from that. core growth in search and digital advertising after struggling for a few quarters last year and it looks like it is set to pick up. we will have a pretty good kcor business result. and cloud growth is profitable for google. they have more of an open lane in terms of the annual comps. if you look last year, it was mid single digits. they will be better than microsoft. valuation trading in the mid-20s. >> what do you think of a.i. when it comes to alphabet? they released a.i. products. they did not receive rave reviews. you think that micr
we are somewhat neutral over the near term on microsoft despite long term bullish. >> microsoft shares up 1% in the pre-market. jason, i want to pivot to alphabet. it is set to report this afternoon. revenue set to increase 10%. eps is expected to grow by 37%. the key part of the business is youtube advertisingeing stimateo grow. jason, you own alphabet. what are your expectations for this report? >> it is a good earnings report for alphabet. youtube seems to be tracking quite well....
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Aug 22, 2023
08/23
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it is a win-win situation for microsoft and everyone. >> i wonder if the economics of the deal with microsoft and ubisoft will ever come to life. that will be interesting as well. interesting to see what cuts microsoft will get from the licensing activity. i do wander to tag on to what arjun asked you there. why is microsoft so intent on pursuing activision-blizzard and even willing to outsource the crown jewels to ubisoft? >> i think there are a lot of factors. it is all about building the ecosystem. if the gaming ecosystem, it had always been concentrated to one or two players and the other players did not have access. also giving it access to the games which crossed different price points. there are so many segments in the world who can't afford an xbox or playstation. there are people who have just the basics and they can get a subscription of xbox plus or ubisoft plus on the mobile phones and play on the phones and they don't have to get the equipment. i think for microsoft, it is about building that ecosystem first which has the larger volumes of people actually gaming and making first-
it is a win-win situation for microsoft and everyone. >> i wonder if the economics of the deal with microsoft and ubisoft will ever come to life. that will be interesting as well. interesting to see what cuts microsoft will get from the licensing activity. i do wander to tag on to what arjun asked you there. why is microsoft so intent on pursuing activision-blizzard and even willing to outsource the crown jewels to ubisoft? >> i think there are a lot of factors. it is all about...
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Apr 26, 2023
04/23
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everywhere you turn, within tech, does microsoft give you the pass to get back into tech microsoft or semitech? i don't know it just depends. >> the xlk, important to point out, 50% of the names in the xlk are above their 200 day moving average this is real tech, not communications, not anything else if you think about the median return for these stocks, they just have not performed this year the s&p looks way better than a typical tech stock so when we're carrying on about microsoft which is important, we should, that is not what most technology companies look like that is not the tone on calls like texas instruments >> let's turn back the clock one week all the federal reserve commentary was about a banking environment in which there was calm there wasn't the turmoil that they had to deal with in the middle of march. that's all been reversed in the last 48 hours. i'm sorry. i think that supersedes all, and i think that adds a strong degree of complexity for the federal reserve and what they're going to do next week. if they want to hike 25 basis points, great. but they'd better sign
everywhere you turn, within tech, does microsoft give you the pass to get back into tech microsoft or semitech? i don't know it just depends. >> the xlk, important to point out, 50% of the names in the xlk are above their 200 day moving average this is real tech, not communications, not anything else if you think about the median return for these stocks, they just have not performed this year the s&p looks way better than a typical tech stock so when we're carrying on about microsoft...
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Nov 15, 2023
11/23
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but starting with microsoft's own workloads, the soft wash that microsoft is offering out in the cloud, this will help run that more efficiently. what kind of efficiency is possible with your own designed chip versus what you can get off the shelf? >> the thing, john, that we are seeing is, as a hyper scaler, you see the workload and you optimize the workload. that's sort of what one does as a hyper scaler >> hyper scaler meaning it's you, amazon, google. you're the cloud with billions and billions spent on this data. >> that's right. we're a systems company, everything from how we source our power to how we think about data center design the data center is the computer. the cooling in it. everything is all optimized for workload so we saw these workloads first. we have a three, four-year advantage of trying to learn everyone about this workload that's got to mean in a systems business, you have to be early to the next big workload that will take over, so to speak. that's what we got right so we've been hard at work on it the other thing is, we also, and i think you were talking about
but starting with microsoft's own workloads, the soft wash that microsoft is offering out in the cloud, this will help run that more efficiently. what kind of efficiency is possible with your own designed chip versus what you can get off the shelf? >> the thing, john, that we are seeing is, as a hyper scaler, you see the workload and you optimize the workload. that's sort of what one does as a hyper scaler >> hyper scaler meaning it's you, amazon, google. you're the cloud with...
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Nov 22, 2023
11/23
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microsoft offering to match the — openai. microsoft offering to match the pay _ openai. microsoft offering to match the pay of _ openai. microsoft offering to match the pay of anyone - openai. microsoft offering to match the pay of anyone who j match the pay of anyone who works for openai. if there are any winners in this situation it would be microsoft, right? you would have to be happy if you were an employee of openai who doesn't worry about noncompete clauses. it is a great offer from the ceo and we also saw the microsoft cto speak up to say that they will match the offers which is great but many people still have questions about why microsoft did not have a board seat to begin with and i think it is still working to try and rebuild some confidence in how much controller does have over openai. so while it is a win if microsoft get the talent i think it also has to do a little bit of questions about why it was unaware of the board decision until a few minutes before. u, , decision until a few minutes before. , ., before. one company that has benefited from _ before. o
microsoft offering to match the — openai. microsoft offering to match the pay _ openai. microsoft offering to match the pay of _ openai. microsoft offering to match the pay of anyone - openai. microsoft offering to match the pay of anyone who j match the pay of anyone who works for openai. if there are any winners in this situation it would be microsoft, right? you would have to be happy if you were an employee of openai who doesn't worry about noncompete clauses. it is a great offer from the...
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Nov 20, 2023
11/23
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great, and microsoft got that. microsoft got the guy that started this. making happy tonga with openai about three hours ago, early east coast morning. again, i'll see how it works that -- out. the bottom line is i the adults going to do this, or are people looking to philosophical, cosmic garbage? jonathan: i've got to think about what happened on friday. was this about safety concerns, with this about him going off to try to build a venture that can with nvidia? what was it? lisa: i actually don't know. how much within these developments to create some sort of hardware around this that was not involving the board or anyone at openai? we haven't answered any of those questions. what is microsoft going to do? tom: i would say mandeep singh, i want to know who has the code, who has the copyright, who has the line by line knowledge of this pixie dust that microsoft thinks is worth $30 billion. i don't know the answer to that. jonathan: we will be covering the story this morning. equity futures on the s&p 500. the scores look like this on monday. yields a li
great, and microsoft got that. microsoft got the guy that started this. making happy tonga with openai about three hours ago, early east coast morning. again, i'll see how it works that -- out. the bottom line is i the adults going to do this, or are people looking to philosophical, cosmic garbage? jonathan: i've got to think about what happened on friday. was this about safety concerns, with this about him going off to try to build a venture that can with nvidia? what was it? lisa: i actually...
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Sep 22, 2023
09/23
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that is microsoft in pre-market trade. activision is seeing a similar gain around nearly 2% at this point in time. activision having come out and said actually to the ft that it is great news for the future with microsoft saying that of the preliminary approval. it does look to be headed for some positivity. the uk competition and markets authority saying the door is open to clear microsoft to take over of activision. ubisoft rising on of back of this after the proposal to sell the gaming company cloud streaming rights to ubisoft. ubi soft taking in 3% higher. sarah cardell says it criticized microsoft and activision for not submitting the changes during the initial investigation. tom smith is also the former legal director at the cma and he is joining us now. tom, thank you for joining us. does this language for an entity you used to work suggest that the deal is more imminent and could be announced within days or weeks or do we stick to the timeline of october 18th of being the extended deadline for this? >> that's right
that is microsoft in pre-market trade. activision is seeing a similar gain around nearly 2% at this point in time. activision having come out and said actually to the ft that it is great news for the future with microsoft saying that of the preliminary approval. it does look to be headed for some positivity. the uk competition and markets authority saying the door is open to clear microsoft to take over of activision. ubisoft rising on of back of this after the proposal to sell the gaming...
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Apr 21, 2023
04/23
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we'll start off with microsoft reporting tuesday. shares up nearly 20% this tuesday. you heard the technical take from carter, mike. what do you think about this report >> yeah, so it's interesting amazon and microsoft both have some similar dynamics going on because they both have significant exposure to the cloud, and amazon was talking about those aws layoffs. presumably some of the same impact is going to hit azure right now the options market is not implying a big move for this one, about 3.5% the day after they report earnings relatively light really directional we did see some may 260 put purchases, but we also saw a big june 209/330 call spread trade probably to hedge gains or make hedged bets to the upside. i think a lot of people feel pressure to own this space, but they're being cautious when they're doing it. >> volatility has remained tame to put it nicely, basically depressed. that allows you to do these kind of trades. what did you think about this action >> it's interesting, i agree price of options have gotten cheaper to the point where maybe it's tim
we'll start off with microsoft reporting tuesday. shares up nearly 20% this tuesday. you heard the technical take from carter, mike. what do you think about this report >> yeah, so it's interesting amazon and microsoft both have some similar dynamics going on because they both have significant exposure to the cloud, and amazon was talking about those aws layoffs. presumably some of the same impact is going to hit azure right now the options market is not implying a big move for this one,...
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Nov 20, 2023
11/23
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by microsoft. stage two is it acquires all of the agolgorithms left behind. >> the foundation of the hype with artificial intelligence going back a year ago when microsoft disclosed this stake and now that there is some much going on within the company and could co-founder left and going microsoft and what does this mean for open a.i. which was seen as the trailblazer? >> i don't think it means enormous amount. the technology of large language models are fairly established. open a.i. still has a significant lead in making high quality large language models. open a.i. was the giant in the industry if it implodes, it leaves a huge vacuum there are other companies and other players who are happy to move in and take a piece of that space. in many ways, you might get a situation where there's greater competition and more level playing field which is better for a.i. in the long run >> richard, coming back to what this means for microsoft and i know there was a lot of uncertainty around how strong or how
by microsoft. stage two is it acquires all of the agolgorithms left behind. >> the foundation of the hype with artificial intelligence going back a year ago when microsoft disclosed this stake and now that there is some much going on within the company and could co-founder left and going microsoft and what does this mean for open a.i. which was seen as the trailblazer? >> i don't think it means enormous amount. the technology of large language models are fairly established. open...
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Nov 15, 2023
11/23
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the company is thinking go to microsoft and they may not go to microsoft, but they can stay with microsoft because they have the capacity given their ability to develop in the same house. this is positive for microsoft. probably, it will be, there are direct applications for until and amd within the chip space. overall, i think this is going to be positive for microsoft. ed: it is so interesting to see where these names are trading, intel is up 2%. this battleground seems like the lower end of the accelerator market. i am looking at microsoft, that is why we here it is down .2%. it is a muted reaction. does that signal that this is not the game changer for microsoft's cloud business? why is there more and more significant reaction in the stock here -- not more significant reaction in the stock here? >> the jury is still out, the specs are not up to the top of the line from nvidia. given microsoft's pace of innovation, investors were expecting something like that. i think microsoft will get there. they have the ability to innovate and move very quickly. that may explain why there is a muted
the company is thinking go to microsoft and they may not go to microsoft, but they can stay with microsoft because they have the capacity given their ability to develop in the same house. this is positive for microsoft. probably, it will be, there are direct applications for until and amd within the chip space. overall, i think this is going to be positive for microsoft. ed: it is so interesting to see where these names are trading, intel is up 2%. this battleground seems like the lower end of...
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Aug 22, 2023
08/23
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i was just looking at the share price and in the case of microsoft, it is trading at i% the case of microsoft, it is trading at i% at the moment. activision, i%. so investors clearly liking these efforts by these two companies, to try and win over regulators and get this deal across that finish line. and from a business point of view, and i wasjust and from a business point of view, and i was just saying to our previous guest, this is a huge industry, one that we shouldn't dismiss lightly. there is a lot of money at stake and a lot of pressure on this deal getting done. in money at stake and a lot of pressure on this deal getting done.— on this deal getting done. in terms of if this deal— on this deal getting done. in terms of if this deal goes _ on this deal getting done. in terms of if this deal goes ahead, - on this deal getting done. in terms of if this deal goes ahead, if - on this deal getting done. in terms of if this deal goes ahead, if you i of if this deal goes ahead, if you look at what it does for microsoft, it puts it as number two in the console players in the market. behind
i was just looking at the share price and in the case of microsoft, it is trading at i% the case of microsoft, it is trading at i% at the moment. activision, i%. so investors clearly liking these efforts by these two companies, to try and win over regulators and get this deal across that finish line. and from a business point of view, and i wasjust and from a business point of view, and i was just saying to our previous guest, this is a huge industry, one that we shouldn't dismiss lightly....
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you said microsoft leading that race and early investor and chat, g b t. now incorporating it into several applications. where is google all this in all this? is it really so far behind? but i think and it's rare, i think google is significant by scale one to 10. if chad g, b, g is call it a can, google is probably a 3 or 4 today. and now they have billions and billions are going to spend played catch up with barton some others, they own search. but clearly, microsoft now she's going to start to now that gap and this is a game changing technology that really not just other tech players reading was sheets watching the course i was maybe to 3 or 4. where's meta and all of this? they're kind of somewhere in the middle. i think the, you know, they've obviously arkenberg significant invest in met averse. and you look on the artificial intelligence. i mean, they've dove into the pool, but not too deep. and i think they're still trying to figure out where they play. and i think for matter, this is a fork in the road in terms of how aggressive they're going to go
you said microsoft leading that race and early investor and chat, g b t. now incorporating it into several applications. where is google all this in all this? is it really so far behind? but i think and it's rare, i think google is significant by scale one to 10. if chad g, b, g is call it a can, google is probably a 3 or 4 today. and now they have billions and billions are going to spend played catch up with barton some others, they own search. but clearly, microsoft now she's going to start...
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Nov 20, 2023
11/23
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the microsoft ceo announced that altman would join the new microsoft research team. open a.i. has hired former twitch ceo emmett shear. i'm told when that was told to sam altman, he was in shock. that part came before microsoft hired him. nonetheless, it has been a wild back and forth a huge weekend for a.i. and technology that folks think is potentially super innovative and amazing, but also a concern. it raises all sorts of questions of governance. this is a unique model of not-for-profit overseeing what was a for-profit piece of it sam altman never had equity in that piece a lot of folks there are concerned and how all this will work in the future with sam and greg at microsoft. what do they know? what can they take from open a.i. and bring it to microsoft there are so many questions this morning. what happens on the other p employees? >> andrew, microsoft invested $13 billion in open a.i. to get a 49% stake. that 49% stake did not get them any say in how the company would be run now microsoft shares are up 1.5% today. i can't figure it out. they spent $13 billion and they
the microsoft ceo announced that altman would join the new microsoft research team. open a.i. has hired former twitch ceo emmett shear. i'm told when that was told to sam altman, he was in shock. that part came before microsoft hired him. nonetheless, it has been a wild back and forth a huge weekend for a.i. and technology that folks think is potentially super innovative and amazing, but also a concern. it raises all sorts of questions of governance. this is a unique model of not-for-profit...
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what role did the new a i tools play for google's and microsoft profitable quarter? well, let me not official intelligence equity was clear in center when it comes to the questions from an analyst and both companies stated how important it is and especially how important it will be in the future about having that set a i as not it test call at this moment i think uh, the head of, uh, microsoft such and such a dial up, put it best when you said it will take time before you really will make money. was due for so intelligence. and until then, it will cost a lot of money to implement the system. so i guess that is what waltz be, then everybody should be aware of and is type it going on. and yes, but it will take time and cost a lot of money until we get there, but to really make it in because calling. right, so briefly does this mean that layoffs and costs cutting is a thing of the past, or can we expected to? so continue well, i would say that to be, you might see a different jump, a profile set, some of the company as a meaning that some people actually from the past,
what role did the new a i tools play for google's and microsoft profitable quarter? well, let me not official intelligence equity was clear in center when it comes to the questions from an analyst and both companies stated how important it is and especially how important it will be in the future about having that set a i as not it test call at this moment i think uh, the head of, uh, microsoft such and such a dial up, put it best when you said it will take time before you really will make...
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Apr 26, 2023
04/23
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are -- when you look at the top three, microsoft, google and meta, what we saw today is that microsoft is operating on all cylinders. they came out so positive. mentioned ai right off the top their platform is so unique, relative to an amazon and google those two have cloud businesses. google just turned a profit this quarter with cloud cloud google is about 9% of revenues, but 25% of workforce they've been losing money. they just became profitable. microsoft on the other hand is a cloud company. they're an office. they are gaming. they are linkedin. >> and they're ai. >> they talked about embedding ai throughout their platform already. to me, this was a watershed moment for microsoft going back to 2000 there have been two companies that remained on the s&p from then to today. that's j&j and microsoft >> we're hitting session lows right now. even the great tech earnings could not propel this market without microsoft and invidia -- there's the nasdaq it's still up, but the s&p 500 is down 5% >> the fdic and the treasury and fed decided silicon valley bank was systemic so they saved all
are -- when you look at the top three, microsoft, google and meta, what we saw today is that microsoft is operating on all cylinders. they came out so positive. mentioned ai right off the top their platform is so unique, relative to an amazon and google those two have cloud businesses. google just turned a profit this quarter with cloud cloud google is about 9% of revenues, but 25% of workforce they've been losing money. they just became profitable. microsoft on the other hand is a cloud...
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Nov 21, 2023
11/23
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i'm kelly evans. 24 hours ago it looked like sam altman was going to microsoft. now maybe not. we have the latest and why a mass migration of open ai workers to microsoft could become a legal headache for the tech giant >>> is the market rally running on fumes or not? we'll tell you what our analyst says, and how you can take advantage of the upside. >>> and should corporate pensions make a comeback our guest says yes it's good for workers and corporate budgets. he'll join us later on to make his case before that, let's hit the markets with dom chu we have a selloff pattern again. >> but we're here session highs if that's anything the bulls want to hang their hat on. the s&p 500 down about seven points right now at the highs of the session, we were down six points so, again, down 22 at the lows so that gives you an idea of the range. it's been down, but tilttiltdina little higher. dow off 58 points. the nasdaq off 2/3 of 1%, 14,197, the last trade there one place to watch is crude oil prices we're seeing a near term rebound, although in a medium term or down trend crude prices
i'm kelly evans. 24 hours ago it looked like sam altman was going to microsoft. now maybe not. we have the latest and why a mass migration of open ai workers to microsoft could become a legal headache for the tech giant >>> is the market rally running on fumes or not? we'll tell you what our analyst says, and how you can take advantage of the upside. >>> and should corporate pensions make a comeback our guest says yes it's good for workers and corporate budgets. he'll join us...
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Nov 21, 2023
11/23
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microsoft ceo would not object to sam going back to openai and microsoft is committed to working with him wherever he may be. >> we are leading in ai technology, we continue to be committed and to sam, greg, the team irrespective of where they are. sam chose multiple times to work with us and that is just fantastic. the real thing is that capability that microsoft has across the tech stack attracts great people like sam, innovators when it comes to ai to come to us. >> you hired sam as well as greg. rehearing sam wants to return, investors want him to return. how would you feel? >> we want to partner with openai and sam, so irrespective of where he is he is working with microsoft, that is the case on friday and today. we believe that will be the case tomorrow. kriti: what conversations have you had with openai's current order? from their perspective where do things stand and have you talked with the new interim ceo? >> i have had conversations and there is no real difference from where we were, we were working with the interim ceo and sam was ceo. my message is clear, we remain commit
microsoft ceo would not object to sam going back to openai and microsoft is committed to working with him wherever he may be. >> we are leading in ai technology, we continue to be committed and to sam, greg, the team irrespective of where they are. sam chose multiple times to work with us and that is just fantastic. the real thing is that capability that microsoft has across the tech stack attracts great people like sam, innovators when it comes to ai to come to us. >> you hired sam...
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Nov 22, 2023
11/23
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i situation, it is microsoft, ri . ht? ., situation, it is microsoft, riuht? . , ., situation, it is microsoft, riuht? ., ., ., situation, it is microsoft, riiht? ., ., ., , right? i mean, you have to be ha- right? i mean, you have to be happy that — right? i mean, you have to be happy that you _ right? i mean, you have to be happy that you are _ right? i mean, you have to be happy that you are an - right? i mean, you have to be happy that you are an open i happy that you are an open aim play that doesn't have to worry about non—compete clauses right now. to the point of microsoft winning, of course commits a great offer and we also saw the cto speak up saying they will exactly match the comp offers which is great. but i think a lot of people still have questions about why microsoft didn't had a board safety to begin with and is still working to try and answer and rebuild some confidence in how much control it has opened open ai. it's a bit of microsoft gets the talents, it also has to deal with a little bit of the questions around why it wasn't aware of t
i situation, it is microsoft, ri . ht? ., situation, it is microsoft, riuht? . , ., situation, it is microsoft, riuht? ., ., ., situation, it is microsoft, riiht? ., ., ., , right? i mean, you have to be ha- right? i mean, you have to be happy that — right? i mean, you have to be happy that you _ right? i mean, you have to be happy that you are _ right? i mean, you have to be happy that you are an - right? i mean, you have to be happy that you are an open i happy that you are an open aim play...
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i'm from the tech sector, google and microsoft announced bigger than expected revenue growth. we will look into how the hype around a i boost at the struggling tech industry. and also on the show, germany pledges billions to develop its local semi conductor production. we'll hear about the tie when you strip makers. p. s. m. fees plans to open shop in germany. this needs to be a business. i'm of the xena. welcome to the show. a tech times microsoft and google reporters better than expected earnings in the 2nd quarter of this year. google parent alphabet announced a 7 percent revenue rise. microsoft earnings rows even more by 8 percent, only last year, the tech companies had embarked on a major layoff and costs cuttings free. since then both have invested heavily to develop and deployed a i tools into some of their core products. for more on this, i'm joined by chance called to on wall street games. what role does the new a i tool it's play for google's and microsoft profitable quarter as well? i mean, not official intelligence that clearly was clear in sense or when it comes t
i'm from the tech sector, google and microsoft announced bigger than expected revenue growth. we will look into how the hype around a i boost at the struggling tech industry. and also on the show, germany pledges billions to develop its local semi conductor production. we'll hear about the tie when you strip makers. p. s. m. fees plans to open shop in germany. this needs to be a business. i'm of the xena. welcome to the show. a tech times microsoft and google reporters better than expected...
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but clearly, microsoft. now it's going to start to now that gap, and this is the game changing technology that really not just other tech players living wall street watching the close i was maybe to 3 or 4. where's meta and all of this? they're kind of somewhere in the middle, i think, you know, they've obviously is arkenberg significant invest in met averse. and you look on the artificial intelligence. i mean, dave dove into the pool but not to deep end. i think they're still trying to figure out where they play, and i think for matter this is a to fork in the road in terms of how aggressive they're going to go down this path . because he's, he's going to be arms roots or is he billions and billions spent in terms of big tech, both in the us as well as china? all right, then i've said investment firm went bush talking about that a, i guess. thank you. stood out of some of the other global business stories, making headlines, legislators and the german state of hassan, white. berlin to stop is ill frankfurt.
but clearly, microsoft. now it's going to start to now that gap, and this is the game changing technology that really not just other tech players living wall street watching the close i was maybe to 3 or 4. where's meta and all of this? they're kind of somewhere in the middle, i think, you know, they've obviously is arkenberg significant invest in met averse. and you look on the artificial intelligence. i mean, dave dove into the pool but not to deep end. i think they're still trying to figure...
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Jan 25, 2023
01/23
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was more about the price mover on the margin of microsoft. now, whether software itself is giving some kind of a macro signal or responding to broader cyclical concerns, it's not as clear to me. if you take a look at how consumer discretionary, equal weight basis and industrials have behaved over the last six months, massive margin of outperformance over software, to me it tells you software, tech, expensive digital platforms are still in their own category. still working down the valuation premium, and they don't have a lot of leverage to whatever reacceleration in the broader economy we might be expecting. to me it doesn't change the story too much, and microsoft, you know, you also could make the argument that once everybody realized things were slowing, and microsoft is finally acknowledging it, that essentially quantifies things, probably everybody else was feeling it before microsoft was. >> yeah, that takes me back to a comment, i think it was last week, maybe out of b of a, arguing that if microsoft is getting humbled and taking their
was more about the price mover on the margin of microsoft. now, whether software itself is giving some kind of a macro signal or responding to broader cyclical concerns, it's not as clear to me. if you take a look at how consumer discretionary, equal weight basis and industrials have behaved over the last six months, massive margin of outperformance over software, to me it tells you software, tech, expensive digital platforms are still in their own category. still working down the valuation...
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Nov 20, 2023
11/23
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and microsoft. they have more than they planned on with sam altman moving out of the company and taking a job with microsoft does this change the a.i. arms ra race, if you will? is microsoft still a leader? a lot of companies involved with google, amazon and microsoft >> sure, microsoft is still a leader the instrtruth is the companiese looking strong tech is up 40% year to date. communications services is not far off. it is not all about the magnificent seven to answer this we know the big groups have been there. we have seen a lot more participation. a.i., history repeats itself it is real quick mid '90s, we had other issues coming and now a.i. is coming. we have high productivity. those are positive things to us that say are we in a mid '90s scenario i'm not sure. >> ryan detrick, thank you for being here. >> thank you >>> next on "worldwide exchange," the one word investors have to know today, but the big money movers at gm's self driving car unit cruise >>> and just in time for the holiday shop
and microsoft. they have more than they planned on with sam altman moving out of the company and taking a job with microsoft does this change the a.i. arms ra race, if you will? is microsoft still a leader? a lot of companies involved with google, amazon and microsoft >> sure, microsoft is still a leader the instrtruth is the companiese looking strong tech is up 40% year to date. communications services is not far off. it is not all about the magnificent seven to answer this we know the...
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Nov 22, 2023
11/23
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secondly microsoft would rather sam altman stay with openai rather than microsoft. open ai needs to stay ahead. it moves with that startup kind of mentality and speed one of the things we've seen in the past is when startups or startups get gobbled up by these huge tech companies, at times the innovation of the pace might slow the abilitying to move quickly might deteriorate. by keeping sam altman in a, woing structure with open ai, with trying to stay ahead of a number of investors, thropic, google, amazon, this is a good move. >> many employees said they would make the move to microsoft and there could have been legal problems with that let's get a check with josh on his take great to see you thanks for joining us from miami. what was your view when you saw the headlines this morning, a few hours ago, this deal coming together what do you think the latest changes mean for the future of aiing with sam altman back at the helm. >> i think it's interesting. it started out as a nonprofit and through its evolution became a cap for profit company then you had sam altman
secondly microsoft would rather sam altman stay with openai rather than microsoft. open ai needs to stay ahead. it moves with that startup kind of mentality and speed one of the things we've seen in the past is when startups or startups get gobbled up by these huge tech companies, at times the innovation of the pace might slow the abilitying to move quickly might deteriorate. by keeping sam altman in a, woing structure with open ai, with trying to stay ahead of a number of investors, thropic,...
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Jan 25, 2023
01/23
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look at microsoft. we've seen some nasdaq names come back from the abyss you have facebook -- i can't call it meta yet if it's facebook, microsoft, nvidia some of these names, i called them earlier with sully, the nasty of the nasdaq, the dogiest of the dogs. you're seeing the leadership what's fascinating is we will not see confirmation on this bullish outlook until you see the nasdaq 100 get above 200, we're still 6% away from the vault above, specifically the nasdaq we've already accomplished it in the s&p 500 as well as the dow jones. >> man, you're ready to go a lot of people don't know you were a center at notre dame. you were a center. you snapped the ball keep going. >> i've got gordon's coffee. it's earnings season like a super bowl. >> speaking of that, we've got tesla after the ball adam jonas still naming tesla a top pick despite the price cuts. what are you expecting from tesla after the bell >> i think you're going to see some people have a little bit of foe moe, fear of missing out of tes
look at microsoft. we've seen some nasdaq names come back from the abyss you have facebook -- i can't call it meta yet if it's facebook, microsoft, nvidia some of these names, i called them earlier with sully, the nasty of the nasdaq, the dogiest of the dogs. you're seeing the leadership what's fascinating is we will not see confirmation on this bullish outlook until you see the nasdaq 100 get above 200, we're still 6% away from the vault above, specifically the nasdaq we've already...
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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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Apr 26, 2023
04/23
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the wall street take is that microsoft is in the lead what's the futurist take >> i think microsoft is more in the lead, and this is a platform transition, and typically in platform transitions, the companies that you're looking at aren't the companies that actually win if you go back to when, you know, the pc arose, imagine you would see that the pc was going to be a revolutionary device, you might have been long ibm you would have been totally wrong. during the internet age, bill gates saw the internet coming, and they lost. they missed out. they lost to google, they lost to yahoo! even, and they lost to facebook and so, here we are, approaching this event horizon that is ai and google has all of the aial innocent the world, hey, they've just restructured the ai division, so, it's part of their core team, and they are not stru structurally set up to benefit from it and it's reflecting in the results today, but i think over the coming months and years, it's actually going to become more profound they have a lot to lose in core search, and they haven't really figured out how to respond
the wall street take is that microsoft is in the lead what's the futurist take >> i think microsoft is more in the lead, and this is a platform transition, and typically in platform transitions, the companies that you're looking at aren't the companies that actually win if you go back to when, you know, the pc arose, imagine you would see that the pc was going to be a revolutionary device, you might have been long ibm you would have been totally wrong. during the internet age, bill gates...
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Jan 24, 2023
01/23
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at microsoft to go. having looked at so many different job cuts announcements lately something that was notable about microsoft's move is that they try to communicate it as a strategic move while removing jobs from one area and they would go to put jobs elsewhere. that is in ai. that is bolstered by the decision yesterday and announcement to invest $10 billion more into the open ai platform that provides chat gpt, which is a big bet on the part of microsoft which we are hoping to hear more communicated about after they announce their earnings after markets closed today. that is going to be a crucial strategic move for the company as they look at what sort of technology open ai has that can support their own products whether that be being or a sewer. manus: this is a fascinating evolution in terms of integration of ai deeper into microsoft's portfolio. aggi cantrill , thank you. lagarde said the central bank will do everything necessary to return inflation to his goal. significant rate hikes are pointing
at microsoft to go. having looked at so many different job cuts announcements lately something that was notable about microsoft's move is that they try to communicate it as a strategic move while removing jobs from one area and they would go to put jobs elsewhere. that is in ai. that is bolstered by the decision yesterday and announcement to invest $10 billion more into the open ai platform that provides chat gpt, which is a big bet on the part of microsoft which we are hoping to hear more...