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Apr 5, 2024
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meta is up 8% this year alone. when we say it is not the mag-7, it is still the fab four or some of these individual names. >> i think what happens here, if you are an asset allocator and you take a good look at your portfolio, you have done very well with the fab four, and you probably reallocate a little bit to small caps, industrials, companies that make things because, i think, that they will begin to see, as i said, the 493 of the expansion of earnings beats first quarter, second quarter, third quarter of this year. i think you will find some good opportunities for performance in that part of the market. >> interesting. what about bonds and particularly munis? >> in terms of the muni market, we tend to like that. we think there are good opportunities there. but i think the bond market has to be careful. everyone who is expecting going into this year, yeah, we're going to have sixrate cuts massively disappointed. we think rates will stay very elevated in terms of higher for longer. so if you're expecting to mak
meta is up 8% this year alone. when we say it is not the mag-7, it is still the fab four or some of these individual names. >> i think what happens here, if you are an asset allocator and you take a good look at your portfolio, you have done very well with the fab four, and you probably reallocate a little bit to small caps, industrials, companies that make things because, i think, that they will begin to see, as i said, the 493 of the expansion of earnings beats first quarter, second...
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Apr 29, 2024
04/24
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additional revenue, i think needs to be further understood when you look at meta, they announced an additional $5 billion or so whether they announced the virtual reality, right? so you think this metaverse investment that meta did that didn't quite play out, investors are looking at a.i., wanting more clarity how those investments will drive growth. >> was alphabet the standout the fact that the stock is up 10% over the past month and continues to trade at what some would suggest is a much more reasonable valuation, with not nearly as much of a premium as a come the other names you could point out. >> first of all, it doesn't help when a different is announced along with a share buyback putting that aside, i think looking at the comments around the ceo for the infrastructure that alphabet has, they're very bullish that's the best infrastructure in the business to be able to deliver on the promise for a.i. i think going back to your comment, yeah, alphabet i think is very well positions and hay clearly articulated a return strategy that we believe will deliver at least a a 50 percen
additional revenue, i think needs to be further understood when you look at meta, they announced an additional $5 billion or so whether they announced the virtual reality, right? so you think this metaverse investment that meta did that didn't quite play out, investors are looking at a.i., wanting more clarity how those investments will drive growth. >> was alphabet the standout the fact that the stock is up 10% over the past month and continues to trade at what some would suggest is a...
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Apr 12, 2024
04/24
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scand >> reporter: after mounting criticism that enough isn't being done to protect children, meta is introducing new tools to prevent sextortion. tiffany davis is meta's global head of safety. >> we will be using technology and signals to identify potentially suspicious sextortion accounts and try to prevent them from messaging with minors. we're focussed on intimate images. >> reporter: she gave us an exclusive look at how it would work. if a user receives a nude image, it would be blurred at first. they'll also get this message, don't be pressured to respond. they will be given an option to unsend. the tool automatically turned on for users under 18. they'll direct them to a service called take it down. the announcement comes after this stunning moment request mark zuckerberg on capitol hill. >> the whole thing is a dog and pony show. >> reporter: mary was there. just hours after her son was a victim of sextortion on facebook he took his own life. >> i think it's a pr stunt all around to make parents think their kids are safe on met at that. overall, none of this is a tool that wou
scand >> reporter: after mounting criticism that enough isn't being done to protect children, meta is introducing new tools to prevent sextortion. tiffany davis is meta's global head of safety. >> we will be using technology and signals to identify potentially suspicious sextortion accounts and try to prevent them from messaging with minors. we're focussed on intimate images. >> reporter: she gave us an exclusive look at how it would work. if a user receives a nude image, it...
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Apr 24, 2024
04/24
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meta has been on an incredible run. what it has been able to do both of the open source community with its new llama models and build on those models and apply them to their technology has been nothing short of astounding. last year it was all about the company getting operationally in-line. they made. the cuts they had to make they started growing. now can they continue that growth on a year-over-year basis? they had several continuous quarters of really great growth. they can do it. they did get a boost with what is going on with tiktok as well. i don't know that will immediately come into effect. they are the biggest winner of that decision.what the market re expecting is this company will be talking about ai today, how they will create better experiences. they have this really committed platform. palm like search which genitive ai is going to disrupt, the reason are on meta's apps and platform is about community and social. they will become the biggest winner in this ai boom. ed: when the earnings statement hit on t
meta has been on an incredible run. what it has been able to do both of the open source community with its new llama models and build on those models and apply them to their technology has been nothing short of astounding. last year it was all about the company getting operationally in-line. they made. the cuts they had to make they started growing. now can they continue that growth on a year-over-year basis? they had several continuous quarters of really great growth. they can do it. they did...
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Apr 22, 2024
04/24
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meta horizon to hardware companies like lenovo and microsoft. what it means for consumers is new headsets that run on the same software and operating system as meta's own headsets, the quest three and the quest pro. mr zuckerberg talked about wanting customers to be able to run content on quest or any meta horizon operating system headset. that's akin to android's flexibility to integrate with other products. in contrast, he characterized apple's i0s models as being closed. that is only functioning with other apple or apple enabled products. apple is offering its headset the vision pro for 3,500 usd and that's expected to remain the costlier product. but the entrance of new products into the field and at different price points could threaten to give apple a run for its money.
meta horizon to hardware companies like lenovo and microsoft. what it means for consumers is new headsets that run on the same software and operating system as meta's own headsets, the quest three and the quest pro. mr zuckerberg talked about wanting customers to be able to run content on quest or any meta horizon operating system headset. that's akin to android's flexibility to integrate with other products. in contrast, he characterized apple's i0s models as being closed. that is only...
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Apr 24, 2024
04/24
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we get meta later today. a lot of people have filed in seven names into one name and the story worked last year and a big way and then this year, things started to break down. what is the best way to think about the big tech names? >> you have to take them one at a time, you can't lump it all together and by the seven stocks and call it a day. we have always been more in the camp that we thought you don't want to chase those names even collectively. having a more diversified portfolio, we think is the market continues to see broadening in the market, that will benefit investors. jonathan: we appreciate your time this morning. later this afternoon, we will hear from meta and you will get google and microsoft next week and amazon and apple near the end of may. i think may 22. then we will hear from nvidia. let's schedule an update on stories elsewhere this morning. michael o'leary weighing in on the boeing management crisis saying plane maker needs to focus on leadership, continuity as it seeks to stabilize its
we get meta later today. a lot of people have filed in seven names into one name and the story worked last year and a big way and then this year, things started to break down. what is the best way to think about the big tech names? >> you have to take them one at a time, you can't lump it all together and by the seven stocks and call it a day. we have always been more in the camp that we thought you don't want to chase those names even collectively. having a more diversified portfolio, we...
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Apr 29, 2024
04/24
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last week wall street celebrates a meta microsoft, google, alphabet and punishes meta but meta said we're going to spend money to, what is the diff difference. >> i think the difference is hope for the future in terms of what they're going to do with a.i. and particularly microsoft where they can plummet into 365 copilot, they have a.i. in software, they will have a.i. consulting and working on quantum computing. charles: were like a shot in the dark for meta. >> i think it is just a little ptsd with some of the meta versa that didn't pan out, she's gotta keep it up i think they're doing good, highly profitable. charles: i love the efficient market a bird. it feels like the ethical part of this has gone away nobody talks about it anymore every company saying a.i. on the conference call in ceo saint you have to have it, does that concern you the ethical part. >> is certainly a high concern in terms of what a.i. can do and who's going to regulate that. i think all of the companies will have to prove that their policing the technology, we already see how that's turned out with some of the co
last week wall street celebrates a meta microsoft, google, alphabet and punishes meta but meta said we're going to spend money to, what is the diff difference. >> i think the difference is hope for the future in terms of what they're going to do with a.i. and particularly microsoft where they can plummet into 365 copilot, they have a.i. in software, they will have a.i. consulting and working on quantum computing. charles: were like a shot in the dark for meta. >> i think it is just...
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Apr 23, 2024
04/24
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meta executive mark zuckerberg says he will offer his vr system meta horizon to hardware companies like lenovo and microsoft. what it means for consumers is you headsets that run on the same software and operating system as meta�*s own headsets, the quest 3 and pro. mr zuckerberg talked about wanting to run on quest or any operating handset. that is akin to android�*s flexibility to integrate with other products. in contrast, he called apple�*s ios system is closed. apple is offering its headset, the vision pro, $3,500 us
meta executive mark zuckerberg says he will offer his vr system meta horizon to hardware companies like lenovo and microsoft. what it means for consumers is you headsets that run on the same software and operating system as meta�*s own headsets, the quest 3 and pro. mr zuckerberg talked about wanting to run on quest or any operating handset. that is akin to android�*s flexibility to integrate with other products. in contrast, he called apple�*s ios system is closed. apple is offering its...
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Apr 25, 2024
04/24
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meta has new ai asis substantiate available in the app. is this reliable? lauren: it's baked in and all the meta apps, instagram, what's app, it has it. you don't have to use it and can't turn it off and this means that meta wants to make the ai ambitions mainstream. doesn't work so well and not coming from me but new york times lead consumer tech writer and it's awful and gets facts, numbers, and even recipes wrong. it's pretty good at image generation so you can say, you know, meta ai, build me a stroller with really big wheels and it can do that but give me a recipe for whatever and it messes it up. david: the phrase you can't turn it off. that always worries me. i wonder what else they're getting from us and not just giving to us. the president is taking bidenomics pitch back on the road. lydia hu is in syracuse where the president will be speaking later. he's going to be announcing a big microchip deal; right? reporter: yeah, that's exactly right. he's coming to announce $6.1 billion in federal grants or taxpayer money being awarded to micron technolog
meta has new ai asis substantiate available in the app. is this reliable? lauren: it's baked in and all the meta apps, instagram, what's app, it has it. you don't have to use it and can't turn it off and this means that meta wants to make the ai ambitions mainstream. doesn't work so well and not coming from me but new york times lead consumer tech writer and it's awful and gets facts, numbers, and even recipes wrong. it's pretty good at image generation so you can say, you know, meta ai, build...
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Apr 26, 2024
04/24
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microsoft cap ex is up 80% for alphabet, up 91% that is what meta got dinged for it meta said this was the same thing and they get hit for it. >> the first thing to note about google and microsoft results is the level of cost control. google is restructuring. if you look at microsoft, the head count was down and costs are not growing as much. they are all investing in the cap ex amy is saying we are only going to build up the cap ex if demand is there if you transition back to meta they are investing heavily they raised cap ex again the second thing is they are not showing as much cost control as others they are showing some. the cap ex is going to old reality labs business. investors see that as suspicious not all of it is going to a.i. the other bit that is quite clear is that google and microsoft have businesses benefitting from that. we are seeing the revenue. microsoft said 7% of growth in cloud was coming from a.i. products meta is actually not really clear what their business model is going to be they are giving away the models. >> investors do not like the metaverse one bit. on
microsoft cap ex is up 80% for alphabet, up 91% that is what meta got dinged for it meta said this was the same thing and they get hit for it. >> the first thing to note about google and microsoft results is the level of cost control. google is restructuring. if you look at microsoft, the head count was down and costs are not growing as much. they are all investing in the cap ex amy is saying we are only going to build up the cap ex if demand is there if you transition back to meta they...
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Apr 23, 2024
04/24
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meta executive mark zuckerberg says he will offer his vr system meta horizon to hardware companies like lenovo and microsoft. what it means for consumers is you headsets that run on the same software and operating system as meta's own headsets, the quest 3 and pro. mr zuckerberg talked about wanting to run on quest or any operating handset. that is akin to android's flexibility to integrate with other products. in contrast, he called apple's ios system is closed. apple is offering its headset, the vision pro, $3,500 us and that is expected to remain the cost of their product, but the entrance of new products into the fields and at different price points could threaten to give apple a run for its money. meanwhile, tesla's shares hit a 15—month low in the monday trading session on wall street, after the company announced price cuts for its cars in several key markets. this comes just ahead of the ev maker's quarterly results tonight. our business reporter david wadell takes a look at what to expect. it is proving to be a tricky period for tesla. its shares have fallen by around 40% from
meta executive mark zuckerberg says he will offer his vr system meta horizon to hardware companies like lenovo and microsoft. what it means for consumers is you headsets that run on the same software and operating system as meta's own headsets, the quest 3 and pro. mr zuckerberg talked about wanting to run on quest or any operating handset. that is akin to android's flexibility to integrate with other products. in contrast, he called apple's ios system is closed. apple is offering its headset,...
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this strategy is a lot more likely to succeed than meta bob. there's a downside to a i imaged and raised evolving incredibly fast. so the developers of a detective have to update the algorithms all the time. looks like we don't have a reliable mechanism that could protect us from following 4 images or defects. why at the take so dangerous? they are increasingly used to spread political misinformation world wide in the super election, yet 2024. they are posing a threat to fit electrons in huge countries like india and mexico, and the us in the last several deep se videos of president joe biden have surface. recently. the material seems to aim at making the u. s. president. look, i'm fit for office. and this one before, so you mentioned that he has been occupied by actually 10 years already from russian occupation, which has lasted for 10 years. and another he's supposedly looking at dimension levels. both videos has been analyzed by international affect cause and what i've done to far as definitely say nowadays, almost anything can be fake convi
this strategy is a lot more likely to succeed than meta bob. there's a downside to a i imaged and raised evolving incredibly fast. so the developers of a detective have to update the algorithms all the time. looks like we don't have a reliable mechanism that could protect us from following 4 images or defects. why at the take so dangerous? they are increasingly used to spread political misinformation world wide in the super election, yet 2024. they are posing a threat to fit electrons in huge...
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Apr 22, 2024
04/24
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meta would grow 18% rather than 13%. so, courtney, some really strong projections here about how all these other players would benefit, but this is still quite a ways off. >> yeah, absolutely. i understand this could actually take years before it really went into place. julia, thank you so much for the update on that. i mean, dan, that's interesting, $16 billion in ad revenue potentially up for grabs. >> here's the flip side of that. this is something you track closely. temu and shein. what if they top advertising here? >> i've been trying to figure out what this means for them. >> it could net out a bunch of that. i think snap would be the buggest beneficiary, because of their revenue base. but you know, again, this is not going to happen until after the election anyway, and so, i just don't think it's something that a lot of investors are going to be pricing in any time soon. >> what do you think, courtney, does this up the ante for any company that is operating with a connection to china here in the united states, eve
meta would grow 18% rather than 13%. so, courtney, some really strong projections here about how all these other players would benefit, but this is still quite a ways off. >> yeah, absolutely. i understand this could actually take years before it really went into place. julia, thank you so much for the update on that. i mean, dan, that's interesting, $16 billion in ad revenue potentially up for grabs. >> here's the flip side of that. this is something you track closely. temu and...
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Apr 4, 2024
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i think meta, if you are there, fantastic. if you are not in alphabet, there might be an opportunity, but even if it gaps down on the third consecutive miss in guidedown, it's probably not a bad do at that point, also. >>> coming up, the battle has been won, but now what? disney's ceo weighing in after coming out on top in the nelson peltz proxy battle, and now he's setting sights on the media giant's next big hurd m. more on that next. >>> and some stock moves catching our traders eyes. a potential tech deal, a casino call, and a food processor plunging. we've got it all, when "fast money" returns. >>> this is "fast money" with melissa lee right here on cnbc. . looks like you can make this work. we can make this work. and the feeling of confidence that comes from our advice... i can make this work. that seems to be universal. i can make this work. i can make this work. no wonder more than 9 out of 10 clients are likely to recommend us. because advice worth listening to is advice worth talking about. ameriprise financial. [sfx
i think meta, if you are there, fantastic. if you are not in alphabet, there might be an opportunity, but even if it gaps down on the third consecutive miss in guidedown, it's probably not a bad do at that point, also. >>> coming up, the battle has been won, but now what? disney's ceo weighing in after coming out on top in the nelson peltz proxy battle, and now he's setting sights on the media giant's next big hurd m. more on that next. >>> and some stock moves catching our...
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Apr 11, 2024
04/24
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meta. _ that. we live in an age dominated by google, meta, netflix, _ that. we live in an age dominated by google, meta, netflix, but— that. we live in an age dominated by google, meta, netflix, but i - that. we live in an age dominated by google, meta, netflix, but i love - google, meta, netflix, but i love that these television networks, all school _ that these television networks, all school brands that have been around for decades— school brands that have been around for decades still have a uniting power— for decades still have a uniting power to— for decades still have a uniting power to bring countries and communities together for big elections. that's what i love about those _ elections. that's what i love about those videos from south korea, that is what _ those videos from south korea, that is what networks to on big moments for a country. i love the snow angels, — for a country. i love the snow angels, and south korea the liberals and conservatives were demonising each other— and conservatives were demonising each other in this election
meta. _ that. we live in an age dominated by google, meta, netflix, _ that. we live in an age dominated by google, meta, netflix, but— that. we live in an age dominated by google, meta, netflix, but i - that. we live in an age dominated by google, meta, netflix, but i love - google, meta, netflix, but i love that these television networks, all school _ that these television networks, all school brands that have been around for decades— school brands that have been around for decades still...
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Apr 29, 2024
04/24
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KDTV
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.>> hay tres metas en la vida. bajar de peso, aumentar de peso, la >> una vida de calidad que dice la base de compromiso,constancia, y no muy lejos, la paciencia. >> es hago entender. quieres verte bien ahorita pero en el futuro tener o romperte los huesos, porque bajar rÁpido de peso y tener la piel flÁcida? a una vida de calidad cerrar relaciÓn pero lograrlo requiere establecer ciertas metas. combatir la obesidad conlleva esfuerzos. el cambiar hÁbitos de comida, hÁbitos de ejercicio.si tenemos un grupo familiar o de amigos, o doctores que no van a ayudar a llegar a esta meta. >> crear ese plan debe se realista. >> si uno empieza a perder mÁs de esas ideas por semana puede tener problemas. se ha visto que los pacientes comienzan a tener fatiga extrema. comiencen a perder la masa muscular. y deshidrataciÓn. algunos cÁlculos biliares. constipaciÓn, pÉrdida de cabello. se recomienda no perder mÁs de 5% de su peso en dos o tres meses. tiene decir, si pesas 200 libras no perder mÁs de 10 libras entremeses.
.>> hay tres metas en la vida. bajar de peso, aumentar de peso, la >> una vida de calidad que dice la base de compromiso,constancia, y no muy lejos, la paciencia. >> es hago entender. quieres verte bien ahorita pero en el futuro tener o romperte los huesos, porque bajar rÁpido de peso y tener la piel flÁcida? a una vida de calidad cerrar relaciÓn pero lograrlo requiere establecer ciertas metas. combatir la obesidad conlleva esfuerzos. el cambiar hÁbitos de comida, hÁbitos...
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Apr 25, 2024
04/24
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meta-shares plunging. really quite a stunning cliff dive believe it still the worst day since october of 2022 and this on the fact the growth of the current quarter not as strong as the growth for the past quarter which was a great quarter in the overspend or the big spend capex on ai, investors not liking that. maybe a reminder for the efficiency that the year before was the year of the metaverse and that did not go so well from a spending point. as for the other markets let's check in on the s&p and see where that is at this point. i believe the s&p 500 is down 1.3%. microsoft and alphabet ahead for earnings. meta-not setting a good stage. the outlook for tesla was good. interesting how these come in. the cloud unit, will they achieve the 28% growth many are expecting for alphabet their revenue is expected to decline for the first quarter by 5%. the traditional search business and of course ai and what makes this so interesting we have this two year yield almost at a 5%. despite the fact we have stocks d
meta-shares plunging. really quite a stunning cliff dive believe it still the worst day since october of 2022 and this on the fact the growth of the current quarter not as strong as the growth for the past quarter which was a great quarter in the overspend or the big spend capex on ai, investors not liking that. maybe a reminder for the efficiency that the year before was the year of the metaverse and that did not go so well from a spending point. as for the other markets let's check in on the...
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Apr 18, 2024
04/24
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CNBC
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why is the market excited about meta-today? it's not necessarily that it hope this model that is on par with gpt, it's the fact that it was able to take that model and build it directly into the products, into the my a.i. bot and messenger, they were able to do that on day one. there is all this talk on what is better, the key to growth here are the key to making money here is how you prioritize these models. meta-has shown that it cannot only build the model, it can put it into products. i think that's why the market is excited.>> we could throw up shares of google. i feel like the market wrote this stock and this company off way too early. look at the performance between alphabet and microsoft, most people probably with ink that microsoft has the better position over the last 12 months. but no, google is up 50%, microsoft is up 40 >> the price action has been very impressive to google. the arms race for a.i. continues. it's nice to see some of the partnership deals that google has put in place, they have done a deal with appl
why is the market excited about meta-today? it's not necessarily that it hope this model that is on par with gpt, it's the fact that it was able to take that model and build it directly into the products, into the my a.i. bot and messenger, they were able to do that on day one. there is all this talk on what is better, the key to growth here are the key to making money here is how you prioritize these models. meta-has shown that it cannot only build the model, it can put it into products. i...
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Apr 12, 2024
04/24
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. >>> still ahead, meta unveils >>> still ahead, meta unveils new tools to prevent the (psst! psst!) ahhh! with flonase, allergies don't have to be scary. spray flonase sensimist daily for non-drowsy long lasting relief in a scent free, gentle mist. flonase all good. also, try our allergy headache and nighttime pills. depend keeps you drier than ever, so you can say yes to more than ever. yes-s-s! yes. yes! (mixed shouts, laughter) no. depend. the only thing stronger than us is you. when enamel is gone, you cannot get it back. but you can repair it with pronamel repair. it penetrates deep into the tooth to actively repair acid weakened enamel. i recommend pronamel repair. with new pronamel repair mouthwash you can enhance that repair beyond brushing. they work great together. want the power of 5 serum benefits in 1? olay super serum activates on skin to hydrate, smooth, visibly firm, brighten, and improve texture. it's my best skin yet. olay if you have chronic kidney disease you can reduce the risk of kidney failure with farxiga. because there are places you'd like to be. far
. >>> still ahead, meta unveils >>> still ahead, meta unveils new tools to prevent the (psst! psst!) ahhh! with flonase, allergies don't have to be scary. spray flonase sensimist daily for non-drowsy long lasting relief in a scent free, gentle mist. flonase all good. also, try our allergy headache and nighttime pills. depend keeps you drier than ever, so you can say yes to more than ever. yes-s-s! yes. yes! (mixed shouts, laughter) no. depend. the only thing stronger than us...
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Apr 23, 2024
04/24
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meta is making big strides in mixed reality, announcing it will allow hardware makers to make headsets powered by its own operating system. 0ur north america business correspondent — erin delmore has more. it looks like the iphone versus android wards are making their way from the cell phone world and coming to virtual reality meta executive mark zuckerberg says he will offer his sister met a horizon to hardware companies like lenovo and microsoft. what it means for consumers is you headsets that run on the same software and operating system as meta because �*s own headsets, request three and pro. mr zuckerberg talked about wanting to run on quest or any operating handset. that is a kenta android's flexibility to integrate with other products. in contrast, he compromised —— he called apple's i0s system is closed. apple is offering its headset, the vision pro, 3500 us dollars, and that is expected to remain the cost of their product, but the
meta is making big strides in mixed reality, announcing it will allow hardware makers to make headsets powered by its own operating system. 0ur north america business correspondent — erin delmore has more. it looks like the iphone versus android wards are making their way from the cell phone world and coming to virtual reality meta executive mark zuckerberg says he will offer his sister met a horizon to hardware companies like lenovo and microsoft. what it means for consumers is you headsets...
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Apr 25, 2024
04/24
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CNBC
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a lot of that from meta. we will talk about that in a moment we have a slate of companies reporting this morning we will get you the numbers. the ten-year yield is 4.64 the two-year yield at 4.22 joe. >>> honeywell is out with the first quarter profit of $2.25 a share. revenue $9.11 billion. the forecast was $9.03 billion a little bit better than expected look at -- let's get to meta he did not change it to a.i. they are still spending more on the metaverse or part of the a.i. spending? who are they who are you? >> it is part of the metaverse shares of meta plummeted after the company issued a light forecast is overshadowed what was better than expected first quarter results. i want to bring in dan flax. it was a fascinating call. in many ways, mark zuckerberg called it. a lot of volatility around the stock in what he calls these type of periods when they invest in this stuff. the question is whether investors and like them investing in this stuff, dan, and the market spoke last night. we have seen this movie
a lot of that from meta. we will talk about that in a moment we have a slate of companies reporting this morning we will get you the numbers. the ten-year yield is 4.64 the two-year yield at 4.22 joe. >>> honeywell is out with the first quarter profit of $2.25 a share. revenue $9.11 billion. the forecast was $9.03 billion a little bit better than expected look at -- let's get to meta he did not change it to a.i. they are still spending more on the metaverse or part of the a.i....
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Apr 17, 2024
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meta said buying, exploitation. meta said buying, selling or soliciting drugs is not allowed on our platforms. when we find content coordinating this illegal activity, we remove it from our platforms and the home office said , here we go. the uk and said, here we go. the uk and albanian authorities have a close working partnership, and we take every opportunity to intercept criminals and speed up the removal of those with no legal right to be in the uk. well, that's all well and good, but they're not just coming in via the channel, folks. they're coming the back of lorries coming in in the back of lorries as well. in a moment, an important story. a march together today in london together today put on in london called is enough and it's called enough is enough and it's about victims financial about victims of financial crime. some of whom are getting treated by hmrc as if they were criminals there are far too many victims of financial fraud and crime in this country. and very often they form together their own little
meta said buying, exploitation. meta said buying, selling or soliciting drugs is not allowed on our platforms. when we find content coordinating this illegal activity, we remove it from our platforms and the home office said , here we go. the uk and said, here we go. the uk and albanian authorities have a close working partnership, and we take every opportunity to intercept criminals and speed up the removal of those with no legal right to be in the uk. well, that's all well and good, but...
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Apr 12, 2024
04/24
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not least about that whatsapp story is meta. mark zuckerberg , the is meta. mark zuckerberg, the parent company of whatsapp facebook. are they right to reduce the age from 16 to 13 for kids to use the app? i don't think so personally. >> i mean, it's very different from normal messaging, isn't it? the that end to end the fact that it's end to end encrypted. we hear so much about bullying school children. >> well, there's reports that kids, young kids are getting added against their will into big where sharing big groups where they're sharing sexual content, racist messages. and as a parent, i you know, worry about my kids one day growing up and being subject to that kind of thing. so let us know. views sorry. no, we've know. gb views sorry. no, we've changed vaiews@gbnews.com. changed it. vaiews@gbnews.com. >> still got, remember ? >> we've still got, remember? >> we've still got, remember? >> gb news we'll get there. com slash you're safe. >> we better get to the news. here's sam. >> pip and ben, thank you very much. good morning from the gb newsroom . it's
not least about that whatsapp story is meta. mark zuckerberg , the is meta. mark zuckerberg, the parent company of whatsapp facebook. are they right to reduce the age from 16 to 13 for kids to use the app? i don't think so personally. >> i mean, it's very different from normal messaging, isn't it? the that end to end the fact that it's end to end encrypted. we hear so much about bullying school children. >> well, there's reports that kids, young kids are getting added against their...
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Apr 25, 2024
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and meta could benefit from a ban on tiktok. facebook has a tiktok like feature called reels, and youtube has a feature called shorts, very much like tiktok. you scroll through and the algorithm tries to match what you are interested in. i spoke to an analyst about the potential for youtube shorts. >> it won't show up as a financial in today's report, but if tiktok were to go away, youtube shorts might be a logical replacement? they may have an opportunity there. >> absolutely. yes, i imagine youtube shorts would be one of the primary benefits where a tiktok fan could materialized. i don't know youtube should bank on that happening. but it's certainly something to watch, and, you know, we will be next quarter looking forward will be something we will be paying attention to. >> rubric's company value is at $6.5 billion. it waited quite sometime to go public, and companies like home depot use rubric to protect their data. it was over subscribed, in other words, more people wanted those ipo shares way more than were available, so i
and meta could benefit from a ban on tiktok. facebook has a tiktok like feature called reels, and youtube has a feature called shorts, very much like tiktok. you scroll through and the algorithm tries to match what you are interested in. i spoke to an analyst about the potential for youtube shorts. >> it won't show up as a financial in today's report, but if tiktok were to go away, youtube shorts might be a logical replacement? they may have an opportunity there. >> absolutely. yes,...
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Apr 29, 2024
04/24
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that's from meta meta a.i >> oh. >> how do you like that? you want the single source of truth about meta, go to meta a.i. pretty negative. this site, which, of course, uses jensen huang, bill whitaker, there, i covered it, is really fabulous i used it for an ethereum analysis this weekend, but it's got great stuff on the meta downgrade, and i think it's very conversational, very breezy. i would put it up there with claude iii, anthropic, and congratulations. they spent a fortune, but it's really good. no one's talking about it. i'm using it now ahead of claude iii. >> interesting the stock might be reacting this morning to some headlines about eu rules probing their use of what they're calling russian disinformation >> what an annuity stream. imagine if you're eu, you sit back, hey, let's go after oracle today on that skydance thing you know let's go after -- they try to select them. >> you think so? >> well, david, if they need money, what are they going to do, shake down european companies? you think european companies are going to give th
that's from meta meta a.i >> oh. >> how do you like that? you want the single source of truth about meta, go to meta a.i. pretty negative. this site, which, of course, uses jensen huang, bill whitaker, there, i covered it, is really fabulous i used it for an ethereum analysis this weekend, but it's got great stuff on the meta downgrade, and i think it's very conversational, very breezy. i would put it up there with claude iii, anthropic, and congratulations. they spent a fortune,...
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Apr 11, 2024
04/24
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i'd love to see what you think about meta. >> i'm a zuckerberg believer. when it wasn't cool i was a zuckerberg believer. but i have to tell you i think meta can go much higher because the multiple's not that tie and i think instagram's still early. and if the government ever removed tiktok you'd be paying $700 for meta. but the government is against tiktok as it is in every other aspect i see. you have to have some faith in the people who've made us fortunes. at least they deserve more trust than the bears. based purely off their track records. on "mad money" tonight there's a lot of players in the artificial intelligence space besides nvidia, you know. how about marvell tech which hosted a special ai event right here in new york city today? then the alcohol industry might be -- but you wouldn't know that from looking at constellation brands. i'm looking at that club name with the ceo. and you might know it as a pandemic darling but docusign has a lot more going for it than that. i'm hearing more about the company's new era and outlook with the ceos. and
i'd love to see what you think about meta. >> i'm a zuckerberg believer. when it wasn't cool i was a zuckerberg believer. but i have to tell you i think meta can go much higher because the multiple's not that tie and i think instagram's still early. and if the government ever removed tiktok you'd be paying $700 for meta. but the government is against tiktok as it is in every other aspect i see. you have to have some faith in the people who've made us fortunes. at least they deserve more...
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Apr 20, 2024
04/24
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this packs week they launched a meta a.i. chabad and head-to-head with the chat box with openai, google and microsoft. sean.jack: only good news and te shiny thing in the market is called. >> the metal gold is one of the better asset classes up 15% hit $24 an ounce and why attire is tougher to determine normally when you have higher market interest rates in the u.s. like you had this year gold goes lower but it goes higher and you had redemption from some of the big u.s. gold etf's like the spider gold trust, the gld, what seems to be happening you see stronger demand from outside of the united states the central banks are buying including china as well as asian investors and people may be sensing that there could be long-term inflation problems in the u.s. >> when gold goes up a little the minors go up a lot. >> the minors have continued to be a disappointment this year the gds one of the big ets is up 10% lagging the gold itself into a debate minors are bread this year end there's been some company problems including a divi
this packs week they launched a meta a.i. chabad and head-to-head with the chat box with openai, google and microsoft. sean.jack: only good news and te shiny thing in the market is called. >> the metal gold is one of the better asset classes up 15% hit $24 an ounce and why attire is tougher to determine normally when you have higher market interest rates in the u.s. like you had this year gold goes lower but it goes higher and you had redemption from some of the big u.s. gold etf's like...
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Apr 25, 2024
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meta ceo mark zuckerberg piqued
meta ceo mark zuckerberg piqued
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Apr 22, 2024
04/24
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race is between two or three players, google, alphabet, microsoft, maybe amazon, but i keep hearing meta sneaking in there, that they may be a real up and comer. am i wrong or right about that? >> you are absolutely right about that. they're taking different strategies and microsoft exploded with chatgpt and amazon is doing a bunch of different things that are less clear to investors, but meta came out really swinging last week by just incorporating gen ai and the llama large language model into its family of apps. we're at this phase, tyler where last year we kind of looks at the picks and shovels of the ai race and who actually is using it in applications and that is what we'll be looking for next next few weeks and meta leapfrogged ahead by putting it into the existing product which has a distribution of millions of use ares and it's been developing its old open, and i bunch of different developer, but absolutely meta is a contender. >> deertirdre bosa, thank you v m much. >> could its recycling efforts turn around and that and three other friendly stocks to buy on this earth day. tha
race is between two or three players, google, alphabet, microsoft, maybe amazon, but i keep hearing meta sneaking in there, that they may be a real up and comer. am i wrong or right about that? >> you are absolutely right about that. they're taking different strategies and microsoft exploded with chatgpt and amazon is doing a bunch of different things that are less clear to investors, but meta came out really swinging last week by just incorporating gen ai and the llama large language...
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Apr 5, 2024
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that's a big snapback and it's meta with a new all-time high. every stock within the universe we always talk about, tesla the outlier, but it's been removed for all intents and purposes from the mag seven anyway, everything else is up nicely. >> it is. whether that's what you want to see or not, it's a one-day basis. i do think you don't have the kind of follow-on highly motivated selling you might have thought. once we broke that no 2% pullback thing, the market is not really changing its tune just yet. >> cpi and ppi next week. let's do this all over again. >> we'll see if, in fact, it's going to be surfing from one to the next, and yields are fine if they go slowly and gently in one direction or another. if it starts to get messy and a real bond sell-off, that's different. >> we haven't had to surf, to use your word, a 100-foot wave yet. >> no. >> some rising ones because of the cpis and ppis past and some backup in rates, but we haven't really been tested before we have to ride this real big one and see if we can go through and come out the
that's a big snapback and it's meta with a new all-time high. every stock within the universe we always talk about, tesla the outlier, but it's been removed for all intents and purposes from the mag seven anyway, everything else is up nicely. >> it is. whether that's what you want to see or not, it's a one-day basis. i do think you don't have the kind of follow-on highly motivated selling you might have thought. once we broke that no 2% pullback thing, the market is not really changing...
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Apr 29, 2024
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it's raising concerns that meta cannot responsibly govern itself if you will. in europe were bringing in europe again as we talk about what are the big tech companies the financial times is reporting that the european union will open an investigation into whether meta is doing enough to counter this information. mainly from russia and some european countries hold elections issue. the influence of the size of meta with all of their apps and that's a people get their news are they doing enough to make sure the algorithms are checking the things they need to be. ashley: i would get onto the subject. dominoes reported before the bell up more than 5%. i guess it was a good report. >> about a promotion, great marketing, 22% jump in earnings, same-store sales in the u.s. up almost 6%, more people ordering pizza, they're going to pick it up and giving getting it delivered. my favorite part if you look at the number of people ordering dominoes because of their uber eats promotion through breeds, that was more than the percentage that are doing it directly. from dominoes
it's raising concerns that meta cannot responsibly govern itself if you will. in europe were bringing in europe again as we talk about what are the big tech companies the financial times is reporting that the european union will open an investigation into whether meta is doing enough to counter this information. mainly from russia and some european countries hold elections issue. the influence of the size of meta with all of their apps and that's a people get their news are they doing enough to...
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Apr 16, 2024
04/24
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we can look at meta 's behavior in the past and can't trust them to self-regulate. >> martha: who do you think is behind the money-making side of these schemes and what is your message to parents who have teenagers like you did? >> the money making is almost an organic between predators around the world. for the most part this isn't just, you know, kids that are -- there are obviously kids that don't have good intentions and want to hurt other kids. walker's suspect is out of nigeria. my advice to parents, number one, would be take some responsibility with your kids and the thing that i've promoted the most is phones need to be in a safe spot at night. not in bedrooms. many parents have taken that advice and are doing that. that's really our only avenue right now is spread awareness and let kids and parents know and done that trying to spread that awareness and stand up. we have got to let these digital service providers know that we aren't going to continue to let them run their businesses on the backs of our kids. >> martha: there needs to be a revolution in this country of safety
we can look at meta 's behavior in the past and can't trust them to self-regulate. >> martha: who do you think is behind the money-making side of these schemes and what is your message to parents who have teenagers like you did? >> the money making is almost an organic between predators around the world. for the most part this isn't just, you know, kids that are -- there are obviously kids that don't have good intentions and want to hurt other kids. walker's suspect is out of...
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Apr 25, 2024
04/24
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meta put focus on artificial intelligence. mark zuckerberg said for the next two years the company will focus on growing products and engagement before focusing on momonetizing the business. give us your reaction and expectations ahead of the big ones tonight. >> big tech earnings are incredibly important to the psyche of investors. we cover them so much in the media and many individual investors and asset managers hold big tech names, particularly the mag seven. why is the earnings season so important. the s&p 500 companies are expected to grow earnings only by one half of 1% in the first quarter. but you know what tech the following sector is expected to hegrow by over 20%. with we need the technologies to raise the tide which will lived the other boats in the ocean. maria: what about second half of the year. that's where the issue is. meta last night, weak revenue expectations, is that going to be the trend for big tech. >> i think it is. i think it will be about cap ex and a.i. we refreshed from facebook they're investing
meta put focus on artificial intelligence. mark zuckerberg said for the next two years the company will focus on growing products and engagement before focusing on momonetizing the business. give us your reaction and expectations ahead of the big ones tonight. >> big tech earnings are incredibly important to the psyche of investors. we cover them so much in the media and many individual investors and asset managers hold big tech names, particularly the mag seven. why is the earnings...
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Apr 30, 2024
04/24
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others are spending also, including meta. so because amazon is the type of company it is, with real sort of both bits and atoms in its product line, if they get a pass for offering a dividend, because they go through these investment cycles. >> well, i'll just say i think that when it's clear to them -- i mean, i'm assuming this is the logic they'll have because of the pedigree and the mindset of management we've known for years now, is that as long as that there is absolutely no tradeoff between growth initiatives and the return in capital to shareholders, i think that's something that they certainly would be open to. because they are free cash flow oriented business. so if that tradeoff is not there, at the expense of growth, i certainly think it's something that could conceivably be on the table. if it's still -- if it's an adverse, you know, counter to their initiatives, then i don't think that we'll see it any time soon. >> as we head into the back half of the year, what's the -- what's the line that strategically become
others are spending also, including meta. so because amazon is the type of company it is, with real sort of both bits and atoms in its product line, if they get a pass for offering a dividend, because they go through these investment cycles. >> well, i'll just say i think that when it's clear to them -- i mean, i'm assuming this is the logic they'll have because of the pedigree and the mindset of management we've known for years now, is that as long as that there is absolutely no tradeoff...
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Apr 25, 2024
04/24
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let's check meta, plunging after mark zuckerberg warned about volatility due to their ai push, down 12. 4%. gary, you, i don't know what kind of crystal ball you have but you sold met on friday, what did you know that the rest of us didn't? gary:we started selling artech march 11th when we thought march 8th, technology on top and friday just by luck meta broke some important support levels we followed and we said let's get out of the way. to be clear, it's just pure luck that they coughed one up today and watching here, i went through all the numbers on meta. i'm not so sure it will stay down for too long, but when you get down like this it will be a while. david: do you have a get back in number that you are looking at? >> get back in action. it has to show, not just this morning where it's bouncing up a little bit. i have to see institutions defending it for more than a couple hours. that is what we do, read the institutions, the big-money movements, too early to tell. david: you are a big picture guy, you look at the economy and see how that might play into market action, when you l
let's check meta, plunging after mark zuckerberg warned about volatility due to their ai push, down 12. 4%. gary, you, i don't know what kind of crystal ball you have but you sold met on friday, what did you know that the rest of us didn't? gary:we started selling artech march 11th when we thought march 8th, technology on top and friday just by luck meta broke some important support levels we followed and we said let's get out of the way. to be clear, it's just pure luck that they coughed one...
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Apr 26, 2024
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wasn't the meta loss overwrought when you look at what's happened today? >> it was a big move down and google put that alphabet at new al time high today and the fact you saw facebook, meta sell off so dramatically this week for me as a professional investor, it gives me a little pause. in 2022, it was that selloff in meta early in the year that really prixuated the selloff in stocks and there's a strong bounce today and60% of stocks below their short term moving average and frankly a lot of data simply not good. just this past week we found out the gdp is slower than expected, inflation is hotter than expected. david: true as well. >> a good defense is their best offense in this market. david: but at the same time we have this new technological explosion going on with ai, and it is paying off. that's what we've seen with alphabet and microsoft, particularly that we've seen the payoff in terms of revenues from this new thing that we're promised when things like nvidia took off, but a lot of people were skeptical of whether they'd pay off and now we know it
wasn't the meta loss overwrought when you look at what's happened today? >> it was a big move down and google put that alphabet at new al time high today and the fact you saw facebook, meta sell off so dramatically this week for me as a professional investor, it gives me a little pause. in 2022, it was that selloff in meta early in the year that really prixuated the selloff in stocks and there's a strong bounce today and60% of stocks below their short term moving average and frankly a lot...
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now meta is announced, they will label a i generated content on facebook, instagram threats. this will include images, videos, and sound labeling a i how does that look miss that makes detecting a i so pretty easy. we will begin labeling content as made with a i, when we detect industry standards, a i image indicators and series. it could look like this. dentist, a, our developers and walton box to content generated with the models. that means when ever use a create something using these engines, there is a wall to mock in the files metadata. when use this upload content, special algorithms can check for these watermarks and label the final post is made with a i seems pretty straightforward. other companies, like google has been experimenting with this method as well, but there's more than one catch, all content would need to be scanned, and all watermarks found quite small, not all the engines use watermarks, and these watermarks very easy to so in those. so if you want to share misleading images, basic digital tools enough to circumvent me to scans, you could just take a sc
now meta is announced, they will label a i generated content on facebook, instagram threats. this will include images, videos, and sound labeling a i how does that look miss that makes detecting a i so pretty easy. we will begin labeling content as made with a i, when we detect industry standards, a i image indicators and series. it could look like this. dentist, a, our developers and walton box to content generated with the models. that means when ever use a create something using these...
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Apr 26, 2024
04/24
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this time yesterday, meta — the owner of facebook, instagram and whatsapp — rattled wall street with disappointing forecasts — making it clear that the billions its spending on artificial intelligence could take years to pay off. well, new updates from two more tech giants have calmed those nerves. microsoft — now the world's most valuable company — and alphabet — which owns google — have both seen their profits jump thanks to excitement about the potential of artificial intelligence. let's show you the details. in the three months to the end of march, microsoft made almost $22 billion, that's up 20% on this time last year. and alphabet made more than $23 billion over the same period. that's a jump of 57% on last year. erin delmore has more from new york. among the dozens of companies reporting first—quarter earnings on thursday, alphabet and microsoft alphabet and microsoft took centre stage. both beat expectations on earnings and revenue thanks in no small part to investments in artificial intelligence. one standout spot for alphabet was google cloud revenue, whichjumpe
this time yesterday, meta — the owner of facebook, instagram and whatsapp — rattled wall street with disappointing forecasts — making it clear that the billions its spending on artificial intelligence could take years to pay off. well, new updates from two more tech giants have calmed those nerves. microsoft — now the world's most valuable company — and alphabet — which owns google — have both seen their profits jump thanks to excitement about the potential of artificial...
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Apr 24, 2024
04/24
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tiktok is a smaller add player than meta and google but by no means small. we are expecting it to bring in about $10 billion in u.s. ad revenue this year, assuming it does not get banned. that would still be incremental for both meta and google. there businesses are still much bigger. we expect meta to bring in 64 billion dollars in u.s. ad revenue this year. there is a long list of other companies that stand to benefit, from snapchat, which is another social media player. the use case is different but the user base is similar. all the way to amazon, which i'm sure would breathe a sigh of relief if tiktok shop were to disappear from the u.s. annabelle: you mentioned a specific culture tiktok has that can't be easily replaced even if the technology can be. i'm curious for your insights. our tiktok users particularly loyal to the platform? would they look to circumvent a u.s. ban or simply shift to whatever else is available or suits their business needs or commercial interests? jasmine: it's hard to talk about tiktok users as a whole. i think there are some w
tiktok is a smaller add player than meta and google but by no means small. we are expecting it to bring in about $10 billion in u.s. ad revenue this year, assuming it does not get banned. that would still be incremental for both meta and google. there businesses are still much bigger. we expect meta to bring in 64 billion dollars in u.s. ad revenue this year. there is a long list of other companies that stand to benefit, from snapchat, which is another social media player. the use case is...
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Apr 21, 2024
04/24
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nuevamente la meta es plantar 2000 árboles y quieren llegar a esta meta para finales de este año. dicen que ya incluyendo los 100 que lograron plantar hoy día ya van 1200 reportando desde oakland nathalie vera regreso contigo al estudio. siempre hace falta ese tipo de iniciativas. gracias nathalie por tu reporte y precisamente en el marco del día de la tierra que oficialmente se celebra este lunes, ya se organizan eventos por toda la región para crear conciencia sobre nuestra responsabilidad de cuidar el planeta. una manera de entender mejor ese papel que todos tenemos son los festivales, como el que tendrá lugar mañana domingo en stockton , tal y como nos cuenta alejandra quezada, que será un evento para toda la familia, aunque el día oficial es el lunes. el domingo 21 de abril el parque victory park será la sede del festival de la tierra en stockton. este es el 35 año que ponemos el evento gratis para la comunidad para familias, niños, organizaciones. am no prophets. para celebrar lo que estamos haciendo, para mejorar nuestras propias vidas y también el del medio ambi
nuevamente la meta es plantar 2000 árboles y quieren llegar a esta meta para finales de este año. dicen que ya incluyendo los 100 que lograron plantar hoy día ya van 1200 reportando desde oakland nathalie vera regreso contigo al estudio. siempre hace falta ese tipo de iniciativas. gracias nathalie por tu reporte y precisamente en el marco del día de la tierra que oficialmente se celebra este lunes, ya se organizan eventos por toda la región para crear conciencia sobre nuestra...
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Apr 22, 2024
04/24
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., where does that leave m meta. >> meta is transitioning in wall street loved it last year for the year of efficiency, were looking for signals that this company is moving into a full-fledged a.i. stock in adobe average revenue per user and its accelerating what wall street will want to know is that accelerating because of low comps coming from the trough or exhilarating because of a.i., it's probably because of a.i. what we want is the united states and canada coming in big this quarter. charles: google and apple but? >> also but is interesting we have mixed segments going on. youtube and search trying to carry this company google cloud can be hit or miss, right now were on the sidelines with google and we want to see it sort itself out to where the a.i. story impacts a little bit more clear with meta and microsoft. charles: have to ask you tesla it's not a lot they have been here before. is it becoming attractive to y you. >> for me i'm in the margins boat i want to see tesla's management team get on the call tomorrow and i want to hear them talk about when will margins bottom the a.i
., where does that leave m meta. >> meta is transitioning in wall street loved it last year for the year of efficiency, were looking for signals that this company is moving into a full-fledged a.i. stock in adobe average revenue per user and its accelerating what wall street will want to know is that accelerating because of low comps coming from the trough or exhilarating because of a.i., it's probably because of a.i. what we want is the united states and canada coming in big this...
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Apr 15, 2024
04/24
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meta changed their name to meta to represent the metaverse with this big investment in ai and maybe they'll change their name to arty. >> what a sign of the times. lo toney goes through the list of the mega caps that matters most and ticks everything off and no apple. that says everything. >> yeah. i think for apple, what we really need to see is, okay, go back to what we talked about with big tech. big tech has been talking about integration of new technologies specific to ai for the past year or so. now we're starting to actually see those results in the earnings statements, in the income and on a big topic of focus and emphasis on the earnings calls because people want to see is big tech delivering what they promised months ago? you know, apple has been a little less at the forefront, which is typical for apple. apple typically takes a little more measured approach, and so i think what we'll look for from apple are signals around how they're going to integrate ai. who knows. some of the analysts are saying the potential integration of ai into some of the next generations of iphones could
meta changed their name to meta to represent the metaverse with this big investment in ai and maybe they'll change their name to arty. >> what a sign of the times. lo toney goes through the list of the mega caps that matters most and ticks everything off and no apple. that says everything. >> yeah. i think for apple, what we really need to see is, okay, go back to what we talked about with big tech. big tech has been talking about integration of new technologies specific to ai for...