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Feb 7, 2024
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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 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. >>...
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Feb 23, 2024
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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 >>> 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,...
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Feb 8, 2024
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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 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...
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Feb 27, 2024
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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
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...
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Feb 29, 2024
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bosa.ou 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. will loo
bosa.ou 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,...