deidre bosa, thank you >>> staying with tech, ai has been a key catalyst for big gains in some of thees you see right here did you know that? the next guest says the group of beneficiaries is about to get larger than just those names he calls them the ai nine, and here is why they deserve that title and maybe a spot in your portfolio. we're joined by burt day from goldman sachs. you have three chips, three clouds, three data the one that -- expound on accenture as an ai play. >> sure. as we think about the opportunity for investing in ai, first off, we're very early in this process we're just at the point where you're beginning to see enterprises really engage in how you're going to use ai and gen ai specifically. as part of that process, as you think about the value chain of investing in ai, the first has been this big infrastructure wave, largely what we saw last year with companies like nvidia and a lot of the chip sectors. the next has been the big cloud guys who are going to run all this we think the next leg of this story is going to be focused on the data layer there's a couple

deidre is here. deidre, explain it to us. >> reporter: okay, tyler. let me show you a chart first.ber versus lyft versus inthat cart. you can see that over the last year, uber has separated itself from the pack, because it has achieved sustainable profitability. a large part is efficiency in the main business, and the ceo driving that efficiency. but it's also been a new revenue stream. high margin advertising business has proved quick to grow, and is more profitable than the other business of ride sharing which uses real world inputs like drivers and cars. so add verytizing has proved the key for gig economies. instacart has been looking at it, but uber is projecting a run rate of $900 million for the next 12 mobnths. instacart will most $243 million this quarter. lyft is just getting started, but there is the promise that these companies can actually become profitable and sustainably so because of other revenue streams like advertising. but what's also happening tomorrow on valentine's day, a strike from drivers of lyft, uber and doordash. that's the other important side of this

deidre bosa breaks down that news in today's "tech check." >> yeah, that's right.ore bard, no more duet. ai isall going to be gemini and everywhere that google is, on your mobile, g mail and each as a toggle itself. but it doesn't address the bigger question, and that is will gemini replace or supplement google? will we will go googling something to geminiing? so they're creating an alternative. not a replacement, because he sees the chat bots are coming. but one of the criticisms is that google hasn't moved fast enough. and this may be another example. it's not pulling a facebook/meta, it's not changing its name from google to gemini, and this comes from the executive producer, alphabet to aiphabet. that would be a bold move. it's putting gemini everywhere, but not replacing google. >> deidre, thank you very much. we appreciate it. >>> coming up, shares of end phase lower >> the ceo calling the -- and telling cnbc that solar will start to recover in the second quarter, as utility rates rise and interest rates fall. our strategist says that outside -- earnings miss

deidre bosa, thank you >>> coming up, live nation shares nearing a 52-week high as the company postedord highs in attendance, ticket sales and sponsorships we'll speak to the ceo about the quarter and the year ahead >>> plus, this weekend marks two years since the start of the ukraine war. we're going to take a deep dive into the geopolitical landscape, including today's sanctions and the state of defense spending. "the exchange" is back after this ♪ ♪ every day, businesses everywhere are asking: is it possible? with comcast business... it is. is it possible to help keep our online platform safe from cyberthreats? absolutely. can we provide health care virtually anywhere? we can help with that. is it possible to use predictive monitoring to address operations issues? we can help with that, too. with the advanced connectivity and intelligence of global secure networking from comcast business. it's not just possible. it's happening. personalized financial advice from ameriprise can do more than help you reach your goals. -you can make this work. -we can make this work. it can help you r

deidre bosa, thank you very much. later on. >>> coming up, panels, pet insurance and payment. we have the action, the story and paid on these three ahead of earnings. that exchange is coming up after this. ♪ ♪ every day, businesses everywhere are asking: is it possible? with comcast business... it is. is it possible to help keep our online platform safe from cyberthreats? absolutely. can we provide health care virtually anywhere? we can help with that. is it possible to use predictive monitoring to address operations issues? we can help with that, too. with the advanced connectivity and intelligence of global secure networking from comcast business. it's not just possible. it's happening. ♪ >>> welcome to "the exchange." earnings season is wiernding down but a few key names left to report. first solar, square space on deck. joining me here on set for the trades is oppenheimer's erie wald. let's start with solar. solar space is getting a lot of generation. 13 bucks a share from 20 citing uncertainty about demand after

now, kaiser pediatrician, doctor deidre mcneil told us the impact spanned from physical to mental health for children who are involved in drama and theater arts programs have actually been shown to have a better physical, physical health outcome versus those who do not. >> and then with regards to their mental health, especially for teenagers, they've been shown to have an increased level of having less likely chance of having anxiety and depression, especially if they really are involved in music and doctor mcneil says she encourages her patients to express themselves through reading, drawing, writing and dance, and to enjoy local museums and concerts, especially featuring black artists. >> it's a state of the art cars are on display this weekend in the south bay. a preview of some of the technology that's center stage at the silicon valley auto show. then later tonight on the 10:00 news, the sierra bracing for a fresh batch of snow. what travelers need to know ahead of the holiday weekend. plus google reportedly working on new software that could make it easier for callers who are put

are examining internal communications of ceo sam altman that's the focus of today's "tech check" with deidre can you tell us? >> the s.e.c. is going to try to get to the bottom of what happened last november when sam altman was briefly ousted and returned five days later why did the board oust him in the first place, saying they had lost confidence in his ability there's so many questions around that dramatic period, and so few answers yet. it has done little to change or harm altman's ambitions and prospects and those of openai. openai was still able to reportedly close the latest tender offer, the same $80 billion valuation that it targeted before th there is also the open eye boards investigation with findings coming as soon as next month. openai has declined to comment on this but just because there is an inquiry does not mean there will be a full-blown investigation but it is israel to note that private capital, which led the latest round, that still went ahead. maybe they knew something they didn't. maybe there were effective key vacations as well. that is other questions the s.e.c. wi

and i wrote a biography of deidre i just love this guy. so interesting but he he said that there be a code of law as opposed to a code noir, which the french slave code and that the white planters will be put the sword. he said this ten years before haiti took place. he also refuted all the racial justifications of slavery in a way that no one had ever done before. so in bordeaux, they're really thinking about this, and in a way that's crazy, enlightened, but at the same time really is not enlightened at all because it's not anti-slavery. it's asking, hoping for a better of slavery that will allow people from bordeaux to maintain their wonderful economy and all the advantages. having a direct and huge relationship with the caribbean world by. the 1770s. wow. well, thank you so much this has been so fast innovating and i'd just love it. we have we have one minute left if you could tell, what would you and henry louis gates like your readers the readers who is black and why to take away from this very fascinating in history that are bringing

once you're part of that for a minute, deidre.ng us now instead to discuss this is cnbc's technology correspondent steve kovach. i'm guessing if this is as big as these numbers suggest, that this has to have a major governmental drive behind it, one way or another. >> exactly, and deirdre looted to that two, the possible security issues. let me just read, i asked openai about this, and a spokesperson told me, i will just quote here. we will continue to keep the u.s. government informed given the importance to national priorities and look forward to sharing more details at a later date. so they are taking that into consideration, they are talking to authorities, at least that's what they say that they are doing, but we know what the u.s. position here is. we've had the chip changes going from over to china, and that is been kind of hurting into the a little bit and other chip companies unable to do business maybe in china in the same way they were because the technology is seen as so fundamental to the future, it really is a race.

and i wrote a biography of deidre i just love this guy. so interesting but he he said that there be a code of law as opposed to a code noir, which the french slave code and that the white planters will be put the sword. he said this ten years before haiti took place. he also refuted all the racial justifications of slavery in a way that no one had ever done before. so in bordeaux, they're really thinking about this, and in a way that's crazy, enlightened, but at the same time really is not enlightened at all because it's not anti-slavery. it's asking, hoping for a better of slavery that will allow people from bordeaux to maintain their wonderful economy and all the advantages. having a direct and huge relationship with the caribbean world by. the 1770s. wow. well, thank you so much this has been so fast innovating and i'd just love it. we have we have one minute left if you could tell, what would you and henry louis gates like your readers the readers who is black and why to take away from this very fascinang in history that are bringing t

and i wrote a biography of deidre i just love this guy. so interesting but he he said that there be a code of law as opposed to a code noir, which the french slave code and that the white planters will be put the sword. he said this ten years before haiti took place. he also refuted all the racial justifications of slavery in a way that no one had ever done before. so in bordeaux, they're really thinking about this, and in a way that's crazy, enlightened, but at the same time really is not enlightened at all because it's not anti-slavery. it's asking, hoping for a better of slavery that will allow people from bordeaux to maintain their wonderful economy and all the advantages. having a direct and huge relationship with the caribbean world by. the 1770s. wow. well, thank you so much this has been so fast innovating and i'd just love it. we have we have one minute left if you could tell, what would you and henry louis gates like your readers the readers who is black and why to take away from this very fascinating in story that are bringing t

and i wrote a biography of deidre i just love this guy. so interesting but he he said that there be a code of law as opposed to a code noir, which the french slave code and that the white planters will be put the sword. he said this ten years before haiti took place. he also refuted all the racial justifications of slavery in a way that no one had ever done before. so in bordeaux, they're really thinking about this, and in a way that's crazy, enlightened, but at the same time really is not enlightened at all because it's not anti-slavery. it's asking, hoping for a better of slavery that will allow people from bordeaux to maintain their wonderful economy and all the advantages. having a direct and huge relationship with the caribbean world by. the 1770s. wow. well, thank you so much this has been so fast innovating and i'd just love it. we have we have one minute left if you could tell, what would you and henry louis gates like your readers the readers who is black and why to take away from this very fascinating in histy that are bringing t

and i wrote a biography of deidre i just love this guy. so interesting but he he said that there be a code of law as opposed to a code noir, which the french slave code and that the white planters will be put the sword. he said this ten years before haiti took place. he also refuted all the racial justifications of slavery in a way that no one had ever done before. so in bordeaux, they're really thinking about this, and in a way that's crazy, enlightened, but at the same time really is not enlightened at all because it's not anti-slavery. it's asking, hoping for a better of slavery that will allow people from bordeaux to maintain their wonderful economy and all the advantages. having a direct and huge relationship with the caribbean world by. the 1770s. wow. well, thank you so much this has been so fast innovating and i'd just love it. we have we have one minute left if you could tell, what would you and henry louis gates like your readers the readers who is black and why to take away from this very fascinati in history that are bringing t