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Dec 11, 2023
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that is the argument microsoft is saying. it is not a stake because it is not an investment in return for equity. the question is will regulators by that? rebecca: it is an open question we do not know the answer to. antitrust law is not well-positioned to challenge investments. it is specifically said in the clayton act that acquisitions that are merely an investment, that do not involve any decision-making authority, are not covered by that statute. if we're going to talk about section one of the sherman act or section two, i think the regulators would have to see this as a merging of decision-making authority. at the same time, the antitrust laws are pretty flexible about determining whether or not there is de facto decision-making authority. this will not be decided by the corporate form. this'll be a fact intensive inquiry and the facts we do not have yet. caroline: footage we have to try not to speculate on facts but instead look at what legal ground is. the ftc has pursued a number of cases where they have not won, but
that is the argument microsoft is saying. it is not a stake because it is not an investment in return for equity. the question is will regulators by that? rebecca: it is an open question we do not know the answer to. antitrust law is not well-positioned to challenge investments. it is specifically said in the clayton act that acquisitions that are merely an investment, that do not involve any decision-making authority, are not covered by that statute. if we're going to talk about section one of...
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Dec 7, 2023
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you own microsoft. you own microsoft. you have a dog in the fight. >> for sure. >> do you feel alphabet has closed a little bit of the gap whether it was perceived or otherwise? >> they closed like a sentiment gap. they can say an orange is healthier than a cookie. we all need to see the tangibles of what they're doing at deep mines. josh is spot on. deep mines is an incredible company google bought a long time ago. ultimately there is going to be multiple winners, and this year is going to remind everybody this was the year of the return of the mega caps. you look forward to 2024, what sector is supposed to have the highest growth? technology. and so i think that although we've had a wonderful year, the last two years, i don't think google is above that two-year high. only microsoft and apple. so it will be interesting to see if we can see continued multiple expansion and move past that two-year high that most of these names have not breached outside of microsoft and apple. >> it's crazy when you look at the -- i know th
you own microsoft. you own microsoft. you have a dog in the fight. >> for sure. >> do you feel alphabet has closed a little bit of the gap whether it was perceived or otherwise? >> they closed like a sentiment gap. they can say an orange is healthier than a cookie. we all need to see the tangibles of what they're doing at deep mines. josh is spot on. deep mines is an incredible company google bought a long time ago. ultimately there is going to be multiple winners, and this...
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Dec 27, 2023
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guess what, microsoft has a nice value. they show their smart, they have capital to expand their business. it's a perfect stock from that standpoint. should the premium be 50%? i don't see a problem with that. at the end of the day i know microsoft will be higher. >> i think it already has the 50% premium. >> just maintain it. >> we're constantly conflating the story of the company. i will never argue with any of you the story of the company itself is fantastic for all the mag seven. but then you need to marry up the valuation, and that's where things disconnect. i just think all the wonderfulness of the story is incorporated -- >> your valuation paradigms that extend past what a normal life would be and this is one of them. >> that's why it's up 1,000% in the last few years. >> as it should be. it's not undeserved. >> i think it consolidates for a long time. >> how long? >> three years? five years? it could be a while. >> you don't have a problem paying up for uber's forward -- >> we've trimmed it. we bought it at 22. >> b
guess what, microsoft has a nice value. they show their smart, they have capital to expand their business. it's a perfect stock from that standpoint. should the premium be 50%? i don't see a problem with that. at the end of the day i know microsoft will be higher. >> i think it already has the 50% premium. >> just maintain it. >> we're constantly conflating the story of the company. i will never argue with any of you the story of the company itself is fantastic for all the mag...
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Dec 11, 2023
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we've forgotten his first chapter at microsoft, the antitrust trials in the late 90, the late 1990s. it was at the height of this pr crisis. he was one of the most reviled public figures on earth. people were throwing pies in his the simpsons was ridiculing him. in this moment of public crisis, he becomes a great philanthropist. very quickly. he goes from greedy to generous, from cold hearted to kind hearted. of course, bill has not really changed, and the way he runs the gates foundation is indistinguishable from the way ran microsoft. it's about exercising. it's about taking control control and it's easy to say, well, gates is an anti democratic figure, but he's giving the gates foundation at this point is giving away close to $80 billion. all of that money has to be helping people. right. and of course, the gates foundation's is helping people through a narrow at times in places it might even be lives. it is saving lives. the gates foundation is putting lots of money into vaccine procurement and distribute vaccines in arms save lives. but that's not the whole story story. on net,
we've forgotten his first chapter at microsoft, the antitrust trials in the late 90, the late 1990s. it was at the height of this pr crisis. he was one of the most reviled public figures on earth. people were throwing pies in his the simpsons was ridiculing him. in this moment of public crisis, he becomes a great philanthropist. very quickly. he goes from greedy to generous, from cold hearted to kind hearted. of course, bill has not really changed, and the way he runs the gates foundation is...
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Dec 8, 2023
12/23
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microsoft, that's on the downside and charter communications down.ut of medications conference saying they challenges relative to broadband longer-term. in the near term come investors don't like that for charter. guy: absolutely. potentially more upside. thank you very much indeed. let's talk about the big event today, actually two. the payroll report from the university of michigan. the u.s. labor market keeps defying slow down expectations. it's slowing but not as quickly as many anticipate. the unemployment rate fell in november. the acting u.s. labor secretary spoke earlier with bloomberg. >> i think what we are seeing -- we look at overall trends in economy, we've seen job growth at record rates, faster than anybody predicted coming out of the pandemic but it wasn't just like a one time boost in the post-pandemic months. it's been year-over-year growth. guy: for more on the numbers, let's get more detail, claudia sahm joins us now and is a former senior economist under president obama. nice to see you and you are the perfect person to talk to.
microsoft, that's on the downside and charter communications down.ut of medications conference saying they challenges relative to broadband longer-term. in the near term come investors don't like that for charter. guy: absolutely. potentially more upside. thank you very much indeed. let's talk about the big event today, actually two. the payroll report from the university of michigan. the u.s. labor market keeps defying slow down expectations. it's slowing but not as quickly as many anticipate....
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Dec 8, 2023
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the big technology story is microsoft and openai. bloomberg reported that the ftc has opened a preliminary look from an antitrust perspective in microsoft's investment in openai following the u.k. cma that did an earlier look, invitation for the thoughts of the public for what they feel about it. it could lead to a full-blown probe. this is important, did we see it coming? let us start with the u.k. cma, what do we know? >> as you say, it is early stages. but i think we did see it coming. we sought early signs and it is hard to keep up with the cma process on the microsoft front. it is less than two minutes since they closed the activision probe. they have been looking at ai and the cloud market. and in today's statement they do explicitly mention the relationship with microsoft azure and openai. really interesting and interesting to see how regulators are making moves. caroline: it is kinda fascinating when we are -- when we are looking across at what the ftc is examining the nature of the investment. we know that they put in $30 mi
the big technology story is microsoft and openai. bloomberg reported that the ftc has opened a preliminary look from an antitrust perspective in microsoft's investment in openai following the u.k. cma that did an earlier look, invitation for the thoughts of the public for what they feel about it. it could lead to a full-blown probe. this is important, did we see it coming? let us start with the u.k. cma, what do we know? >> as you say, it is early stages. but i think we did see it coming....
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Dec 27, 2023
12/23
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so we think microsoft is going to go higher. caution you, the igb or the software is up 60% year-to-date we're not going to see the same type of returns in '24 we saw in '23. no one was positioned, everyone was long semis and the software rally caught everyone off guard. think about next year i think it's a more modest return year for software. microsoft is a leader in that and it's going to be one of our top picks into next year. >> what about salesforce, best stop of 2023, up 10%. -- up 120%. i know they've done a lot but also have an activist story. >> the story there is is the margin improvement. they're running 40% improvements. they need to still go on a diet and hit the peloton harder so we think there's tremendous amount of margin upside in 2024. they are behind in a.i. adobe and microsoft are ahead. the products in market shipping real tangible rois from customers. we think it comes for salesforce but it's not there yet. not every story has a perfect a.i. story yet. we think salesforce will have a better story. the prod
so we think microsoft is going to go higher. caution you, the igb or the software is up 60% year-to-date we're not going to see the same type of returns in '24 we saw in '23. no one was positioned, everyone was long semis and the software rally caught everyone off guard. think about next year i think it's a more modest return year for software. microsoft is a leader in that and it's going to be one of our top picks into next year. >> what about salesforce, best stop of 2023, up 10%. -- up...
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Dec 11, 2023
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so we'll implement cloud based microsoft modern work solutions like microsoft 365, teams and azure, socurity anywhere. [phone: destination ahead.] microsoft makes modern work possible. cdw makes it powerful. trading at schwab is now powered by ameritrade, unlocking the power of thinkorswim, the award-winning trading platforms. bring your trades into focus on thinkorswim desktop with robust charting and analysis tools, including over 400 technical studies. tailor the platforms to your unique needs with nearly endless customization. and track market trends with up-to-the-minute news and insights. trade brilliantly with schwab. >>> welcome back to power lunch. we've been talking a lot about big money deals on the show today. and not one that's been rocking the sports world, the dodgers from l.a. agreed to play shohei ohtani $700 million over ten years. it sounds like the money you throw at a corporate buyout. more on this historic deal and what it means for the business of baseball joined by -- mlb.com executive reporter. >> reporter: good to have you with us. >> how much of the $700 mill
so we'll implement cloud based microsoft modern work solutions like microsoft 365, teams and azure, socurity anywhere. [phone: destination ahead.] microsoft makes modern work possible. cdw makes it powerful. trading at schwab is now powered by ameritrade, unlocking the power of thinkorswim, the award-winning trading platforms. bring your trades into focus on thinkorswim desktop with robust charting and analysis tools, including over 400 technical studies. tailor the platforms to your unique...
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Dec 11, 2023
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it's not microsoft wide but at the same time, microsoft has reached a broader agreement in principle basically, it's an agreement to talk about ai in the context of if this replaces jobs or not. guy: do the unions know what they want? ed: the motivation is replacement of jobs. what was telling is that brad smith well-known to this program, the chief counsel at microsoft, he can't promise that ai will or won't replace jobs. remember, what does microsoft call it's a ibec product? it calls it copilot. i think the message for microsoft is don't worry, the tools are to help you in your jobs as commute occasions workers, not to replace you. kailey: while we have you, looking ahead to some results after the bell today, what is the number one thing to look for in oracle? ed: their cloud story is the same as aws, azure and google. the risk for them is the supply of high-performance gpu's. data center revenue is about $5 billion for them. they basically are trying to build out there offering. a lot of people we know our super bowl bullish and they could benefit from the investment in ai. guy:
it's not microsoft wide but at the same time, microsoft has reached a broader agreement in principle basically, it's an agreement to talk about ai in the context of if this replaces jobs or not. guy: do the unions know what they want? ed: the motivation is replacement of jobs. what was telling is that brad smith well-known to this program, the chief counsel at microsoft, he can't promise that ai will or won't replace jobs. remember, what does microsoft call it's a ibec product? it calls it...
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Dec 1, 2023
12/23
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for me it puts the spotlight on microsoft because all of the staff were going to defect to microsoftm altman not come back. when i posted we had broken that story, everyone asked, what does that mean? sit here in the della said that surprises are bad. max: a nonvoting board seat does not mean much. in theory what it means what happened last time won't happen again in the sense that they won't be surprised. microsoft only had a couple of minutes of notice when sam altman was fired last time. this time one assumes that they would have more notice. beyond that it is a symbol of microsoft's position. they have more leverage. the old board included a couple of board members who i would say were not as aligned with microsoft's interests. this is more pro-microsoft and the board seat reflects that, the board observer seat. caroline: many were trying to say that capitalism won. ultimately, capitalism was always winning. we have profit over safety. we will have to see with the rest of the board looks like. at the moment they have noticed that this is not diverse. that needs expanding and so t
for me it puts the spotlight on microsoft because all of the staff were going to defect to microsoftm altman not come back. when i posted we had broken that story, everyone asked, what does that mean? sit here in the della said that surprises are bad. max: a nonvoting board seat does not mean much. in theory what it means what happened last time won't happen again in the sense that they won't be surprised. microsoft only had a couple of minutes of notice when sam altman was fired last time....
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beside nvidia is microsoft near a record high in a record evaluation for the last ten years, what dow. >> i think there is more reason where analyst and wall street is underestimating the real game changing opportunity that is a.i. i will point to one thing specifically with microsoft selling their copilot software into their existing products mostly off of 365 the products everyone uses hundreds of millions of users, the copilots will make it easier to write e-mails and on powerpoint and are charging $30 a seat on month for that. the next big move for microsoft will be the next quarterly report where they tell us how many people signed up in any significant number will have the stock screaming. >> with all the genre around openai is microsoft going to eventually buy it. >> is a good question i don't have any secret knowledge. they invested 13 billion and they own 49%. and they're already getting a great relationship with them, they're partnering with them i don't see reason why microsoft would step up and spend 90 - $100 billion to get openai. >> looking at the regulation side there
beside nvidia is microsoft near a record high in a record evaluation for the last ten years, what dow. >> i think there is more reason where analyst and wall street is underestimating the real game changing opportunity that is a.i. i will point to one thing specifically with microsoft selling their copilot software into their existing products mostly off of 365 the products everyone uses hundreds of millions of users, the copilots will make it easier to write e-mails and on powerpoint and...
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Dec 8, 2023
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, whic microsoft wanted to grab using a.i.as the big announcemen in february. now the, question is, it's i third place in cloud behin a.w.s. and asher it actually gained share i areas where they're behind whether you're talking about smartphones, at the high-end with android or trying to buil in kind of the nano version of gemini or, in cloud overall, since google cloud is going to be a big part of the go to market for this, right >> yeah, don it all starts with innovation, and i don't know if we can hav a conversation and call it gamma night was not at least o par or somewhat better tha gpt. so, i think you hit the nail o the head i -- everyone was worried we woul lose, google would lose share, because of what being wa doing. because maybe even chatgpt, an what we saw with shares wa relatively stagnant. i think the reason why is ther is this halo effect around google product halo effect, where you search, we use chrome, we us gmail, we use photos, we use maps and then, the list goes on and on so, when it becomes a part o our
, whic microsoft wanted to grab using a.i.as the big announcemen in february. now the, question is, it's i third place in cloud behin a.w.s. and asher it actually gained share i areas where they're behind whether you're talking about smartphones, at the high-end with android or trying to buil in kind of the nano version of gemini or, in cloud overall, since google cloud is going to be a big part of the go to market for this, right >> yeah, don it all starts with innovation, and i don't...
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Dec 28, 2023
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it is on microsoft. the stock on a tear this year, up 60% and one analyst says it could just keep on climbing. microsoft is having its iphone moment with its a.i. monetization. ives raising a price target to 450 and maintaining his outperform rating, predicting that its a.i. tool co-pilot could add another $25 billion to the top line by 2025. what do you make of the call, courtney? >> so, i think with microsoft, i think there's really three things it can continue to do well. number one, they are very likely one of the best who can benefit from a.i., which is clearly why this price increase is happening. but also, with the activision acquisition, you're going to likely see some additional opportunities in gaming. and also, when it comes to pcs, everybody bought their pcs during covid, there's a three-year cycle. that's coming up again. that's going to benefit my have to ofmicrosoft, as well. all that being said, though, it's not something i'm overly weighting. but it's a company that's done so well this y
it is on microsoft. the stock on a tear this year, up 60% and one analyst says it could just keep on climbing. microsoft is having its iphone moment with its a.i. monetization. ives raising a price target to 450 and maintaining his outperform rating, predicting that its a.i. tool co-pilot could add another $25 billion to the top line by 2025. what do you make of the call, courtney? >> so, i think with microsoft, i think there's really three things it can continue to do well. number one,...
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Dec 20, 2023
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in the case of apple and microsoft, did you go to apple and microsoft which was the right position? why would you look at apple and microsoft with everything we know about the innovation of generative ai and say, it's a light switch. turn the light switch of it's time to not own these names. i think there will be a moment where the market is going to want these names because it will be volatility in the marketplace. everyone will say, wait a second, we want our mag seven back. how do you own them and look at them relative toach other. i will trust my rules based system that says own them all. >>> a flood of stocks today. brandon coland is back at post 9. a memb of our financial wellness council. find out how he is giving back even more and empowering a future generation ofles.thte trading at schwab is now powered by ameritrade, unlocking the power of thinkorswim, the award-winning trading platforms. bring your trades into focus on thinkorswim desktop with robust charting and analysis tools, including over 400 technical studies. tailor the platforms to your unique needs with nearly e
in the case of apple and microsoft, did you go to apple and microsoft which was the right position? why would you look at apple and microsoft with everything we know about the innovation of generative ai and say, it's a light switch. turn the light switch of it's time to not own these names. i think there will be a moment where the market is going to want these names because it will be volatility in the marketplace. everyone will say, wait a second, we want our mag seven back. how do you own...
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Dec 28, 2023
12/23
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he is betting artificial intelligence will be the microsoft iphone moment. we have more. good to see you. >> great to be here. >> so 4.50. it would seem not necessarily to be a layup. up 20%. $3.3 trillion market cap at the current share count. 32 times 2025 calendar earnings. how did we get there? >> i think it is conservative. the reason this is the iphone moment from the dell and microsoft is because they add the monetization opportunity, to put some numbers can we are talking about an incremental 25, 30 or 40 billion per year. some of these, you look at ai and cloud. you could get to the 60-70% evaluation just from that. i believe this is a stock that you had for year and a half and 4 trillion will be there. >> 25 billion plus in revenue by when and through what means? i'm sure that is not just a head for the copilot. >> checks are showing transformational deal flow. in terms of the copilot conversions, i think the big thing is that monetization will happen a lot sooner than factoring in. 25 billion by 2025. i think that is sort of the baseline. the new look to ultima
he is betting artificial intelligence will be the microsoft iphone moment. we have more. good to see you. >> great to be here. >> so 4.50. it would seem not necessarily to be a layup. up 20%. $3.3 trillion market cap at the current share count. 32 times 2025 calendar earnings. how did we get there? >> i think it is conservative. the reason this is the iphone moment from the dell and microsoft is because they add the monetization opportunity, to put some numbers can we are...
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Dec 27, 2023
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really not material in the grand scheme of microsoft's $2.8 trillion company. and it's still going to be growing eps at 15% year on year. i wonder whether some of this, shall we call it duplicative language issue that we're seeing here with chatgpt and others might be solved in part by attribution. i would say that i think this is a material benefit for those that are actually generating this content initially. we don't want to disincentivize that. whatever that source is, we want to make sure it's properly identified. i wonder if some of the solution might be found in that way. >> i guess, what you're saying there is, if the copy that shows up in your feed on bard or chatgpt attributes the content to "the new york times" or whatever, you could blunt the impact of this. stu, do you have a thought here on how this lawsuit and this sort of theory of appropriation might effect the equities? >> i think it highlights the challenge and the opportunity of investigating a.i. for the last 12, 24 months. picking winners and losers has become complicated. and people are o
really not material in the grand scheme of microsoft's $2.8 trillion company. and it's still going to be growing eps at 15% year on year. i wonder whether some of this, shall we call it duplicative language issue that we're seeing here with chatgpt and others might be solved in part by attribution. i would say that i think this is a material benefit for those that are actually generating this content initially. we don't want to disincentivize that. whatever that source is, we want to make sure...
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Dec 7, 2023
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that's a thematic dynamic that i think is powerful. >> mike, alphabet or microsoft? >> microsoft. they've got a phenomenal platform, a lot of people on it, cash flow king. i mean, it's a great story. i think even at these levels. >> coming up, place your bets. the sports betting world getting a new player on the field. we'll bring you the details and the impact on the sector coming up. t-mobile has been on a tear hitting fresh all-time highs. would you dial into this name in your portfolio? the traders will ring in with their answers when "fast money" returns. the cloud makes it possible to expand your infrastructure. but to make it powerful enough to connect your data wherever it is, you need cdw and netapp. cdw experts will work with you to understand your needs, then customize a netapp cloud services solution to integrate data management for all your clouds, helping you reduce spend, improve security, control data 24/7 and automatically detect anomalies. in the cloud, at least. netapp makes efficient cloud management possible. cdw makes it powerful. . >>> welcome back to "fast
that's a thematic dynamic that i think is powerful. >> mike, alphabet or microsoft? >> microsoft. they've got a phenomenal platform, a lot of people on it, cash flow king. i mean, it's a great story. i think even at these levels. >> coming up, place your bets. the sports betting world getting a new player on the field. we'll bring you the details and the impact on the sector coming up. t-mobile has been on a tear hitting fresh all-time highs. would you dial into this name in...
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Dec 6, 2023
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microsoft took to the stage. amd provides chips tothe microsoft pilot. oracle and meta announcing the mi3 # 00 partnerships and that is ornt. oracle and meta already have strong partnerships with nvidia. that pie is growing and big players are entering and considering amd now. >> stick around. let's bring our next guest who is at the amdevent. joining us is dan numen of future group. so the total adjustable market is bigger in a way that is not a surprise. we have seen that reflected in the stocks of nvidia and amd this year. a question is partly supply and how much of a share of the marg tamd will bow able to get as we head into 2024. >> yeah, it is a very exciting moment. amd has been building up to this for a couple of years. the fact they were able to show competitive products with nvidia should are have been expected. the opportunity we have been referring to is not surprising. seeing the biggest companies in the world, meta, microsoft, up on stage, talking about how they plan to collaborate with amd is a really big deal. this is not a zero sum game
microsoft took to the stage. amd provides chips tothe microsoft pilot. oracle and meta announcing the mi3 # 00 partnerships and that is ornt. oracle and meta already have strong partnerships with nvidia. that pie is growing and big players are entering and considering amd now. >> stick around. let's bring our next guest who is at the amdevent. joining us is dan numen of future group. so the total adjustable market is bigger in a way that is not a surprise. we have seen that reflected in...
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Dec 26, 2023
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there is still the belief microsoft will eat alphabet's lunch. i think that's brad gerstner's positions. the web services will be good. i think that's a bargain. >> bryn, you don't like it? why? >> we all use it but i think joe did a wonderful job. >> you own a lot of tech but not this one. >> joe did a great job on the thesis. why is it still at a 20 multiple? the two big things is 90% of the revenues are ads. 9% of their revenues are google cloud. and it's barely profitable but is 25% of the employees. and, steve, i agree they cut back on a few things like massages every week. but, to me, these companies that are executing like nvidia or even apple, microsoft, meta, you know what you have? you have visionaries. satya was the third one in past bill gates. i don't own the stock but i follow it and read the report. they don't have that come together what we're going to do. it seems to me the whole thing about openai they bought deep mine forever to go. to say they were flat-footed makes no sense. they're trying to be a fast follower to catch up. i
there is still the belief microsoft will eat alphabet's lunch. i think that's brad gerstner's positions. the web services will be good. i think that's a bargain. >> bryn, you don't like it? why? >> we all use it but i think joe did a wonderful job. >> you own a lot of tech but not this one. >> joe did a great job on the thesis. why is it still at a 20 multiple? the two big things is 90% of the revenues are ads. 9% of their revenues are google cloud. and it's barely...
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Dec 28, 2023
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openai and microsoft want access to that content.st a question -- just is a big word -- but a question of how much. and probably some attribution also so people would know this was a "new york times"-sourced article. i think the lawsuit is -- in fact it says that, they've been talking for months and failed to reach an agreement. the lawsuit may be a way to get negotiations to move forward. >> i wonder if there's a bigger question here that the new york times is getting at for media companies and if it prevails in a case like this, any media, broadcast companies, news outlets would be able to go after openai. if the "new york times" goes all the way to the u.s. supreme court and wins even part of its case, this would be a tremendously important precedent. i think everyone is watching this lawsuit, also because you can expect lawyers on both sides to do their very best. definitely, there's an existential question that the lawsuit raises about the future of journalism itself, which obviously is also interesting. >> right. but the damage
openai and microsoft want access to that content.st a question -- just is a big word -- but a question of how much. and probably some attribution also so people would know this was a "new york times"-sourced article. i think the lawsuit is -- in fact it says that, they've been talking for months and failed to reach an agreement. the lawsuit may be a way to get negotiations to move forward. >> i wonder if there's a bigger question here that the new york times is getting at for...
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Dec 20, 2023
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microsoft hasn't made promises that it will boost productivity.y're concerning about data security although microsoft says it's stuck and encrypted in the container and you can't shareny dae ta you would normally share. but a little cause with this new technology. there are a lot of factors at play, but the fact that so many are planning to spend within the next six months, that's all microsoft. there's not too many other competitives out there, and microsoft has such a stronghold in it. >> our steve kovach, thank you very much. >>> coming up on "worldwide exchange," after the 2020 election disinformation was fought on google, to4 will b fought in ai. >>> there's a fit time eve nasa streami video from roughl80 timeshe distance from t ear to the moon firstime on video. an employee's cat named taters. >>> a new bi could force chick-l-a chain toopen on suays along drives. they were always clod on sund for rest from work. >>> and the netesla ber truck is a masterpiece. it's unusually successful for those o want to stand out. stay with us. much mor"wor
microsoft hasn't made promises that it will boost productivity.y're concerning about data security although microsoft says it's stuck and encrypted in the container and you can't shareny dae ta you would normally share. but a little cause with this new technology. there are a lot of factors at play, but the fact that so many are planning to spend within the next six months, that's all microsoft. there's not too many other competitives out there, and microsoft has such a stronghold in it....
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Dec 4, 2023
12/23
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openai has the advantage of this relationship with microsoft. part of that investment that mike so the made in openai, it's not just cash, it's cloud space. openai has the ability to have access to all of that cloud capability through azure, through those nvidia chip sets that microsoft can provide in exchange for a part of the company. that's part of it. and we're hearing from all these companies, microsoft, google, amazon, how much they plan on spending in capex while helping other cloud customers reduce their spend. it's going to be a really expensive process. also why we're seeing so many of these companies try to develop their own chips in order to make it cheaper, leslie. >> good stuff, steve. thanks. steve kovach this morning. >>> coming up after the break, we're live in dubai at cop28 with the vice chair of s&p's global sustainability division when we're back after this. municipal bonds don't usually get the media coverage the stock market does. in fact, most people don't find them all that exciting. but, if you're looking for the potent
openai has the advantage of this relationship with microsoft. part of that investment that mike so the made in openai, it's not just cash, it's cloud space. openai has the ability to have access to all of that cloud capability through azure, through those nvidia chip sets that microsoft can provide in exchange for a part of the company. that's part of it. and we're hearing from all these companies, microsoft, google, amazon, how much they plan on spending in capex while helping other cloud...
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Dec 7, 2023
12/23
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if you look, microsoft's really the torchbearer.n ai because of co-pilot and what we've talked on this program is that for every $100 of cloud spend, there's an incremental 35 to 40 of ai spend. i think this is a golden age, led by microsoft, now seeing google and others, start to get on the train and in our opinion it's the start of a new tech bull market. ai driving it. >> any news you expect from investor day today? >> i think some sense in terms of maybe on the olypenai, depending on the questions. nadella talking about the strategic footprint going into 2024. look, this is a champagne quarter for microsoft. it's been a champagne year. ultimately, if you go into 2024, it's just the beginning. i believe that first and second i think of where ai is going and everyone trying to play catch-up to nadella and redman. >> well, meanwhile, the story today in the market is really alphabet's stock price. even though interestingly, gemini was introduced yesterday. relatively early in the trading day. what is going on here? why is it getting
if you look, microsoft's really the torchbearer.n ai because of co-pilot and what we've talked on this program is that for every $100 of cloud spend, there's an incremental 35 to 40 of ai spend. i think this is a golden age, led by microsoft, now seeing google and others, start to get on the train and in our opinion it's the start of a new tech bull market. ai driving it. >> any news you expect from investor day today? >> i think some sense in terms of maybe on the olypenai,...
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Dec 11, 2023
12/23
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stuart: what is so good about microsoft with again next year?tanding at an inflection point of unparalleled proportions this is bigger than the internet and penicillin and how it's going to affect things, a.i. for every 50 or $75 you get 100 or more dollars to follow on spending i think we will see microsoft with the best position company after. >> is it the best in a.i.? >> i would submit that it is not far from the top if it's not the best but it depends on how you defy the best. stuart: let's f-uppercase-letter, microsoft goes to 475 - 500 by the end of next year and six or $700 in five years, you are on tape saying that. >> yes, sir i'm happy to do so. i'm glad to hear it, you are alright will see you again real soon. they're about to press the button and get started were looking for a small gain for the dow at the opening bell, three seconds to go, press the button, get on with it and away we go, it's 9:30 a.m., look at that a 20-point gain, not much but it's on the upside, 23 points and if you look at the dow 30, the vast majority are in t
stuart: what is so good about microsoft with again next year?tanding at an inflection point of unparalleled proportions this is bigger than the internet and penicillin and how it's going to affect things, a.i. for every 50 or $75 you get 100 or more dollars to follow on spending i think we will see microsoft with the best position company after. >> is it the best in a.i.? >> i would submit that it is not far from the top if it's not the best but it depends on how you defy the best....
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Dec 27, 2023
12/23
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miles like chatgpt and the microsoft big chatbot.the times claims because these articles were used to train the tools, they cannot use responses that mimic the times journals and in some cases repeating it verbatim. one example on the complaint we can pull up where the chatgpt users go to the chatbot and could not read the times article and in response chatgpt provided the user with the first three paragraphs of the story. the times worries technology like this will remove the need for readers to go to the website and pay for subscriptions, potentially harming its business to the tune of millions of dollars. the time said by providing times content without permission or authorization, the a.i. tools undermine and damaged the times relationship with its readers, and deprive the times of subscription, licensing, advertising and affiliate revenue. the times said he spent months negotiating with mark soft and openai to tie -- come to an agreement but companies failed to come to a deal. taking a step back, it really reflects the larger fi
miles like chatgpt and the microsoft big chatbot.the times claims because these articles were used to train the tools, they cannot use responses that mimic the times journals and in some cases repeating it verbatim. one example on the complaint we can pull up where the chatgpt users go to the chatbot and could not read the times article and in response chatgpt provided the user with the first three paragraphs of the story. the times worries technology like this will remove the need for readers...
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Dec 28, 2023
12/23
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microsoft got nearly half the votes, and apple was tied for last. the markets have soured on apple, let's bring in steve kovach from the nasdaq. steve, what can they do to fix it? >> and like you said, 48% is nothing to shake a stick at their. and of those names, you can look at them. the biggest question for apple in 2024, can it return their growth? that's because we just got over four straight quarters of finding -- and on top of, that the current december quarter, apple is said to expect sales to be flat. despite that, shares are up about 30% on the year, and going into 2024, we have some good news which can help apple, and some bad news that can make it harder to return to growth. let's start with the bad news first. headwinds of china, that's really the big one here. huawei, returning online, starting to sell phones, again showing indications that people are switching back from my phone to the huawei android phones. plus, the online gaming crackdown by the government, that can impact the app store. also, overall what they can see throughout th
microsoft got nearly half the votes, and apple was tied for last. the markets have soured on apple, let's bring in steve kovach from the nasdaq. steve, what can they do to fix it? >> and like you said, 48% is nothing to shake a stick at their. and of those names, you can look at them. the biggest question for apple in 2024, can it return their growth? that's because we just got over four straight quarters of finding -- and on top of, that the current december quarter, apple is said to...
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Dec 8, 2023
12/23
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give google a 20x forward multiple and microsoft a 30x multiple if you ask that discount of one-third of the valuation gives an asimymmetrasymmetric, then wt giving enough credit to the deep mind and the prowess of alphabet i have my money on alphabet. i'm much more overweight -- in fact, it's the only tech stock i'm overweight in. they will catch up >> i don't think anybody is doubtful that google can catch up it's just they're not there now and the dishonesty of how they're presenting what they have today not tomorrow, not next year, today, and people making decisions today as they want to build into this stuff. it's not there yet it doesn't mean a non-google or non-openai couldn't come up next year and have something better, but right now it's not there >> i think there are legitimate questions, weiss, whether they can catch up they ceded way too much when they had, to jim's point, yes, they had deep mind in house. i've had one of the co-creators on with us he no longer is there. it just speaks volumes they are racing this out in a way they don't cede too much ground to microsoft a
give google a 20x forward multiple and microsoft a 30x multiple if you ask that discount of one-third of the valuation gives an asimymmetrasymmetric, then wt giving enough credit to the deep mind and the prowess of alphabet i have my money on alphabet. i'm much more overweight -- in fact, it's the only tech stock i'm overweight in. they will catch up >> i don't think anybody is doubtful that google can catch up it's just they're not there now and the dishonesty of how they're presenting...
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Dec 12, 2023
12/23
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stuart: quickly on microsoft, they jumped into a.i.s they're making money out of it or that it's increasing revenue from it? >> yeah, absolutely, stuart. because that computing power is done on the cloud. and so microsoft's a azure product, okay, building this infrastructure for these companies, these large corporations that want to integrate artificial intelligence into their business, need to do so on the cloud with chips from the chip makers as well as the cloud if business from not only microsoft, but amazon as well. stuart: okay, got it. thanks very much for joining us, mike lee. see you again soon. now, the backdrop to the market action this morning is the inflation report. consumer prices went up 3.1% over the past year, but big problem today, the core rate of inflation if actually went up, and that's not what investors wanted to see. the market is now open. we've got a very small gain for the dow industrials, probably up about 40, 34 points, something like that. and we've -- the dow is at 36,4. well, it's a split there. you've
stuart: quickly on microsoft, they jumped into a.i.s they're making money out of it or that it's increasing revenue from it? >> yeah, absolutely, stuart. because that computing power is done on the cloud. and so microsoft's a azure product, okay, building this infrastructure for these companies, these large corporations that want to integrate artificial intelligence into their business, need to do so on the cloud with chips from the chip makers as well as the cloud if business from not...
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Dec 22, 2023
12/23
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the money microsoft had poured 13 into the company.hat's it oh no you don't, i promised you within 48 hours the board will all be fired. sam walton would back in control there be a new board very friendly to microsoft. essentially my story and i am sticking to it. we sort of worship of the altar billionaires in this country. there is anre assumption that ty are all geniuses, how else are they become billionaires whether it's the for your profiling in your book, elon musk, teal, zuckerberg, and reese and although in miami every peter story starts like this. [laughter] is he here? [laughter] weut will get to that in a mome. i want to ask, are any of them geniuses? wasilla when i met was definitely not in my opinion. when i do not mean to be crude about it. i interviewed sam in july of last year. that year his company was worth $32 billion supposedly. it was one of the one her wealthiest people in the world according to bloomberg. i sat across from 8:30 one yo bright kid, a man of 31 years old is clearly intelligent. but not the brilliant
the money microsoft had poured 13 into the company.hat's it oh no you don't, i promised you within 48 hours the board will all be fired. sam walton would back in control there be a new board very friendly to microsoft. essentially my story and i am sticking to it. we sort of worship of the altar billionaires in this country. there is anre assumption that ty are all geniuses, how else are they become billionaires whether it's the for your profiling in your book, elon musk, teal, zuckerberg, and...
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Dec 28, 2023
12/23
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and see this as microsoft's iphone moment. we'll see if microsoft shares get a little action today.s writ large and internet companies, we're talking meta platforms, alphabet, snapchat, parent company snap and pinterest. a lot of focus on headlines as they work their way through trading desks about a harvard study from its th chan school of public health that showed telecom companies earned roughly $11 billion in ad revenues from kids in the u.s. in 2022. the platforms mentioned include facebook, instagram, snapchat, tiktok, x, the company formerly known as twitter, and youtube, owned by google/alphabet. keep an eye on that social media and internet complex. and then we'll end with a check on cryptocurrencies. we mentioned that massive move higher in bitcoin prices this year. and what companies benefitted from that move. let's look also at the second biggest crypto out there, a catch-up trade, ethereum, rallied by roughly 42%, the orange line, since the september kind of 30th time frame. that still trails the 61% move that we saw in bitcoin prices during that same period. still, bri
and see this as microsoft's iphone moment. we'll see if microsoft shares get a little action today.s writ large and internet companies, we're talking meta platforms, alphabet, snapchat, parent company snap and pinterest. a lot of focus on headlines as they work their way through trading desks about a harvard study from its th chan school of public health that showed telecom companies earned roughly $11 billion in ad revenues from kids in the u.s. in 2022. the platforms mentioned include...
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Dec 6, 2023
12/23
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microsoft that has a definitive a.i. growth driver behind it right now. we start to monetize copilot or nvidia. and might i say a measly 20 multiple. >> it is less than it was. >> that is less than it was. those stocks can work. meta has definitive product cycle drivers were google is unclear. what you end up seeing is a bifurcation in the mag seven. we talk about it being a stock pickers market. it will be a stock pickers market even and sign that mag seven group. >> let's talk about the beyond stocks. quanta. why do you like it? >> before we talk about quanta. one important thing. amd got on stage. >> we just talked about that with stacy rasgon. >> one of the things lisa su said is the accelerated data center markets will go to $400 billion in 2027 , 70% kegger. that is a huge positive for a company like quanta services. if think about the data center architecture as we add more and more gpu compute, it's highly power intensive and there's more parts of our country that don't have enough electricity to accommodate these big data centers anymore so we wi
microsoft that has a definitive a.i. growth driver behind it right now. we start to monetize copilot or nvidia. and might i say a measly 20 multiple. >> it is less than it was. >> that is less than it was. those stocks can work. meta has definitive product cycle drivers were google is unclear. what you end up seeing is a bifurcation in the mag seven. we talk about it being a stock pickers market. it will be a stock pickers market even and sign that mag seven group. >> let's...
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Dec 14, 2023
12/23
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we're talking about microsoft google, nvidia amd and some other names.hat will happen is you have a whole lot of small-cap names in there. why are we up to hundred percent? were getting the performance of the large caps but the small caps because of wreps -- because of rates and being new to the scene will probably start to rally and pick up performance. i think this will ride out as the smaller company start to generate revenues and are cushioned by google and microsoft that might return five or 10% next year. having that well-balanced mixed of traders not thinking about it will give them room to run. ed: in the context of the fed meeting, the eco-data of late, how isolated is what's happening in the ai industry for want of a better descriptor or from what is happening in the global economy? >> with the ai industry, it's almost being pigeonholed again into some of the magnificent seven. i can pull specific themes that are straight technology focused ai data processing. we don't really talk about the macro impact and how that will play into what's going
we're talking about microsoft google, nvidia amd and some other names.hat will happen is you have a whole lot of small-cap names in there. why are we up to hundred percent? were getting the performance of the large caps but the small caps because of wreps -- because of rates and being new to the scene will probably start to rally and pick up performance. i think this will ride out as the smaller company start to generate revenues and are cushioned by google and microsoft that might return five...
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Dec 18, 2023
12/23
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a lot of microsoft a.i.a big question mark after the debackcle this year. >> we talk about the dominant players like the magnificent seven, but also the ipo market. are there big tech ipos coming up next year? >> shein filed. that is an ecommerce ipo which could be absolutely massive. to be determined on the timing of that one. that is meaningful for the biggest investors of tech. the other one we say every year is the stripe ipo. will that happen next year given the experts they have are athe needs they have seems more likely. i think for the ipo window, you get into the binary window open. if it is closed, you will not see the companies go out. they can wait. they have cash. they can raise cash. they can raise more cash easier with the interest rates going down. we have to wait and see if ther. >> sarah kunst. thank you. >>> returning to the 2024 presidential race. we are a month away from the first contest with the iowa caucus. republican hopefuls looking to strike early and get the delegations needed. fo
a lot of microsoft a.i.a big question mark after the debackcle this year. >> we talk about the dominant players like the magnificent seven, but also the ipo market. are there big tech ipos coming up next year? >> shein filed. that is an ecommerce ipo which could be absolutely massive. to be determined on the timing of that one. that is meaningful for the biggest investors of tech. the other one we say every year is the stripe ipo. will that happen next year given the experts they...
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Dec 27, 2023
12/23
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what do you think of the new york times suing open ai and microsoft?> pretty self-serving and egregious. you quoted the article or talking about the massive investment new york times has made in journalism. i don't recognize that as part of the times procedures but we've done many shows together but there have been people who have stolen my jokes, like was done to jerry seinfeld, he talks about people taking other materials using it for somebody else, to the point you made as well, there is a portion of things the times and other media outlets have put out for research purposes that some stuff is taken verbatim and repurposed and chained but it does help others that are using ai, so far ai has been delivering decent things as far as what it does to the people. edward: do you feel like there will be a reckoning in 2024 for ai? are investors still in the honeymoon phase we see when a ceo mentions ai and their stock goes up or will there be a reckoning? >> feels like there's reckoning coming because things have been too good in the ai space. companies in
what do you think of the new york times suing open ai and microsoft?> pretty self-serving and egregious. you quoted the article or talking about the massive investment new york times has made in journalism. i don't recognize that as part of the times procedures but we've done many shows together but there have been people who have stolen my jokes, like was done to jerry seinfeld, he talks about people taking other materials using it for somebody else, to the point you made as well, there is...
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Dec 27, 2023
12/23
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whereas microsoft and others who just -- microsoft, openai and others have done the opposite, kind ofess, not permission, reminds me of the youtube and napster days. you could go on youtube and find full episodes of tv shows and so forth. google had to work through that and solve those copy right issues. you can see something similar emerging here. it is very clear that these chat bots are trained on a lot of >>> the new york times had a sitdown as early as april, with openai and microsoft saying, how can we work this out and make this work together? it didn't really work out. >> imagine if it could be a big revenue source. steve kovach. >>> coming up, consumer staples are one of the worst performing sectors this year. bank of america told us they are seeing signs of recovery. shares of gold up 5% in the paston, d alts mthananys tell us what 2024 will bring, next. (clock ringing) go. and go and go and go. (tense music) but what if you. (tense music) stop! you work hard. it's time for a bank that'll work hard for you. everbank performance savings is built to put your money to work with
whereas microsoft and others who just -- microsoft, openai and others have done the opposite, kind ofess, not permission, reminds me of the youtube and napster days. you could go on youtube and find full episodes of tv shows and so forth. google had to work through that and solve those copy right issues. you can see something similar emerging here. it is very clear that these chat bots are trained on a lot of >>> the new york times had a sitdown as early as april, with openai and...
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Dec 21, 2023
12/23
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i certainly that serious people want to regulate a.i., you know elon and and sam altman and microsoftrts of nice statements that they want regulation too. but if it if the social media scene is anything like what a.i. is like it's not going to happen. i mean i wrote move fast and break things in 2016 and i'm still waiting for some serious regulation of like section 230, you know, remove safe harbor from social media. and it has to never happen. even though they keep claiming they want it to happen. so i do think the has a role to play. yeah. because you because if you don't you see what you get i mean when it comes to cryptocurrency you get their version of libertarianism which is as you say, crony capitalism. it's just people ripping. it's, it's the scam economy. it's just people each other off. is that really the world do we want to live in? because the government has to play role? who else is going to do it? you know, miami of today is the america of tomorrow. so sorry, yes, sir. thank you guys for coming here. miami, a question for for ben. and one question for john. ben, i mean,
i certainly that serious people want to regulate a.i., you know elon and and sam altman and microsoftrts of nice statements that they want regulation too. but if it if the social media scene is anything like what a.i. is like it's not going to happen. i mean i wrote move fast and break things in 2016 and i'm still waiting for some serious regulation of like section 230, you know, remove safe harbor from social media. and it has to never happen. even though they keep claiming they want it to...
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Dec 28, 2023
12/23
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we reported the story this morning.- microsoft. we reported the story this morning.do ou story this morning. how long do you allege _ story this morning. how long do you allege this _ story this morning. how long do you allege this has _ story this morning. how long do you allege this has been - story this morning. how long do you allege this has been going l you allege this has been going on? . ., , . you allege this has been going on? ., on? the complaint says that there was — on? the complaint says that there was content _ on? the complaint says that there was content that - on? the complaint says that there was content that goes | there was content that goes back to as early as the 1950s that has been used in the's training models and chatbots to develop these new technologies, and the company is enforcing its copyright and pursuing claims under that argument. flan claims under that argument. can ou tell claims under that argument. can you tell us _ claims under that argument. can you tell us more _ claims under that argument. can you tell us more about how the u
we reported the story this morning.- microsoft. we reported the story this morning.do ou story this morning. how long do you allege _ story this morning. how long do you allege this _ story this morning. how long do you allege this has _ story this morning. how long do you allege this has been - story this morning. how long do you allege this has been going l you allege this has been going on? . ., , . you allege this has been going on? ., on? the complaint says that there was — on? the...
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not that microsoft's not, but apple is a durable country.y're growing despite lackluster sales of their new phone, the 15, and they've got catalysts. number one, the vision pro, vr headset, comes out next year. it's been almost a decade since they had a new product category, the watch in 2014, and then this gold rush product, right now we are in the next tech bull market, so i ask, where is apple in artificial intelligence? they're anytime, but it's more quiet thanker let's say, microsoft, nvidia and the others. stuart: you got it. look who's here now, kenny polcari joins us this morning. kenny, apple's on a tower right now. $194, i see, is the price. do you think it's going much higher from here? it would be good news because it's the most widely held stock of all a. >> right, of course. , and listen, is it going much higher from here? what time frame are we talking about? next week, next month, next year? i think apple's a foundational name. even needs to have some exposure to apple in their portfolio. so, we, it's a long-term holdinm hold
not that microsoft's not, but apple is a durable country.y're growing despite lackluster sales of their new phone, the 15, and they've got catalysts. number one, the vision pro, vr headset, comes out next year. it's been almost a decade since they had a new product category, the watch in 2014, and then this gold rush product, right now we are in the next tech bull market, so i ask, where is apple in artificial intelligence? they're anytime, but it's more quiet thanker let's say, microsoft,...
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Dec 4, 2023
12/23
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to use microsoft's software and cloud structure.soft isn't paying cash or full cash for their stake in open ai. they're also paying in the cloud credits that lets open ai operate, not for free, but use these real expensive cloud products. >> absolutely. quick, final question then, do we expect that sam will have to answer to this potential investment or what other questions do you think will be put to him now as this drama makes it past the critical moments. it was 2019 and open ai is a very different company than it was now and they're working on chatgpt and for a time we didn't know what it was and altman is very interested in software with the ai boom and some of the chips. there does some to be a hard wear lay for open ai down the road and it might want be this start-up that's untested and unproven. >> steve, thank you. steve kovac reporting. we are only two days away from cnbc's work summit which is the promise and peril of ai. you can hear from experts on how it will transform the future of work. to register scan the qr code o
to use microsoft's software and cloud structure.soft isn't paying cash or full cash for their stake in open ai. they're also paying in the cloud credits that lets open ai operate, not for free, but use these real expensive cloud products. >> absolutely. quick, final question then, do we expect that sam will have to answer to this potential investment or what other questions do you think will be put to him now as this drama makes it past the critical moments. it was 2019 and open ai is a...
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Dec 15, 2023
12/23
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apple, microsoft, meta are up. lady milania trump spoke to some newly minted american citizens, 25 people from 25 countries sworn in at a naturalization ceremony. milania is a naturalized citizen just like me. fox nation has a new christmas special called homefront for the holidays. imperial designer jewel marleau teamed up with homefront revival to give two families a holiday makeover. here's a preview. >> is he going to be home later? >> he's on a deployment right now. we are not sure when he's coming home so obviously hoping, fingers crossed he is home before christmas. i am excited to give these home makeovers to these young families. they may not have the time or budget to do it. stuart: jewel joins us now. you've got an air force family and navy family. tell me more. >> we were able to travel with my team and have some sponsored products, 15 to 20,000 four christmas decorations. the most important thing to take away is yes, we are doing their house but it's the story of young families. we are able to understa
apple, microsoft, meta are up. lady milania trump spoke to some newly minted american citizens, 25 people from 25 countries sworn in at a naturalization ceremony. milania is a naturalized citizen just like me. fox nation has a new christmas special called homefront for the holidays. imperial designer jewel marleau teamed up with homefront revival to give two families a holiday makeover. here's a preview. >> is he going to be home later? >> he's on a deployment right now. we are not...
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Dec 19, 2023
12/23
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and they like among other things, microsoft's leading in artificial intelligence.ight gains and losses, and up half a percent right now. beyond the headline profit and revenue numbers, investors will pay close attention to shipping and commerce trends its seeing during the holiday shopping season right now, and the options market is currently pricing on what could be a move of plus or minus 5% on the heels of those earnings reports. keep an eye on fedex shares. we have more on "squawk box" after the break. keep it right here there'more "squawk box" after this >>> there were only a handful of real ai winners in 2023, but more may show their strength in the new year, at least that's the hope for investors steve co vehicle joins us. it was nvidia and microsoft after a year of hype and planning, more companies could step on the gas if 2024 starting a new wave of other beneficiaries other than the p magnificent 7 we have been talking about all year intel will be selling its own ai chip next year as well and look for more activity from the software companies that will be
and they like among other things, microsoft's leading in artificial intelligence.ight gains and losses, and up half a percent right now. beyond the headline profit and revenue numbers, investors will pay close attention to shipping and commerce trends its seeing during the holiday shopping season right now, and the options market is currently pricing on what could be a move of plus or minus 5% on the heels of those earnings reports. keep an eye on fedex shares. we have more on "squawk...
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Dec 21, 2023
12/23
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so microsoft has been playing around with replacing search with chatgpt, right? are the own version of chatgpt. and just in the experiment in the way people can figure how much computing power they are using is that microsoft's use of water has gone up 44% in the last six months, which is just extraordinary, , which means tht because open ai is running so much computing power 24/7, the cooling needed to keep the cloud centers from blowing up has got up 44%. so it's pretty inefficient, and i can't even imagine how you will be able to make money on search if every result was a long essay, you know, every result of the question you gave. >> stay hydrated, folks. i got the wrap it up son. ben mckenzie, author of money, jonathan kaplan, "the end of reality." thank you so much for joining us in miami. [applause] >> if you're enjoying booktv then sign up for our newsletter using the qr code on the screen to receive the schedule of upcoming programs, author discussions, book festivals and more. booktv every sunday on c-span2 or anytime online at booktv.org. television fo
so microsoft has been playing around with replacing search with chatgpt, right? are the own version of chatgpt. and just in the experiment in the way people can figure how much computing power they are using is that microsoft's use of water has gone up 44% in the last six months, which is just extraordinary, , which means tht because open ai is running so much computing power 24/7, the cooling needed to keep the cloud centers from blowing up has got up 44%. so it's pretty inefficient, and i...
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Dec 1, 2023
12/23
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on the right is microsoft, on the left is altman’s main place of work.s new year's story. i asked artificial intelligence to write a letter for me to santa claus, says the teenager, and mom starts reading for everyone. it industry and caused a boom of indignation and memes on social networks. almost all of the ai specialists, hundreds of them, signed an open letter in support of the ceo and threatened to leave if their former boss was not returned. among the signatories was the initiator of altman’s resignation, a member of the board of directors, a native of russia, ilya sutskever. dissatisfied employees launched a flash mob on social networks with the hashtag “open ai”, sometimes without their people, and a photo of altman with a badge, an ordinary visitor to the company, collected more than 20 million views on the social network x. on november 19, under pressure from an investor , the company’s management secretly began negotiations for the return of altman and at the same time found a replacement for him. emmett shear, co-founder of the twitch vide
on the right is microsoft, on the left is altman’s main place of work.s new year's story. i asked artificial intelligence to write a letter for me to santa claus, says the teenager, and mom starts reading for everyone. it industry and caused a boom of indignation and memes on social networks. almost all of the ai specialists, hundreds of them, signed an open letter in support of the ceo and threatened to leave if their former boss was not returned. among the signatories was the...