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Feb 27, 2024
02/24
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ed: microsoft was pretty stoked about a version of copilot.think $39 a month will see the enterprise version gaining traction? ed: absolutely -- thomas: absolutely. we have over 50,000 organizations on boarded to copilot, more than 1.3 million paid users. we see a lot of excitement from all kind of industries would it is no longer just equal startups and take companies, it is pharmaceutical companies, automotive companies, a lot of financial institutions. we see tremendous excitement there. we received feedback from companies like for, as shopify telling us the collaboration is getting better if copilot knows about what is happening within the company. ed: bloomberg reported this month apple is looking to do something simple -- similar with x code. what do you make of that? this is becoming a battleground, the use of generative ai within the writing of code. thomas: as a developer, this is the most exciting era i have seen over the last 30 years. we have all these companies working to make developers more productive, to have them focus on the
ed: microsoft was pretty stoked about a version of copilot.think $39 a month will see the enterprise version gaining traction? ed: absolutely -- thomas: absolutely. we have over 50,000 organizations on boarded to copilot, more than 1.3 million paid users. we see a lot of excitement from all kind of industries would it is no longer just equal startups and take companies, it is pharmaceutical companies, automotive companies, a lot of financial institutions. we see tremendous excitement there. we...
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Feb 8, 2024
02/24
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i look at google and microsoft a bit -- i try to pair trade them and talk about both, and microsoft is in rarefied air right now. microsoft's revenue is mostly subscription. like, almost all of it. and in google, they talked in this call about 15% or so of their revenue being subscription. so, the light bulb's come on here and they say, you know, we have to get our subscription revenue going like apple, rerated with that, maybe obviously microsoft's already rerated. so, that would be something that this announcement is aimed at revving up, the subscription revenue is key to rerating this multiple. and they got to get that recurring revenue up. >> so, how is this a first step in terms of the packaging of, you know, you get access to this chat bot, to the a.i. product, you also get free storage. how does this bring people into, you know, spending more on subscription services from google? >> well, that's one of the advantages apple has with its ecosystem, that when you are in the ios ecosystem, you buy apple services. android, it's a little forked, it's a little fragmented. it's not as o
i look at google and microsoft a bit -- i try to pair trade them and talk about both, and microsoft is in rarefied air right now. microsoft's revenue is mostly subscription. like, almost all of it. and in google, they talked in this call about 15% or so of their revenue being subscription. so, the light bulb's come on here and they say, you know, we have to get our subscription revenue going like apple, rerated with that, maybe obviously microsoft's already rerated. so, that would be something...
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Feb 15, 2024
02/24
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this year, alphabet is basically flat, why microsoft is up over 8%. there's more reason to believe the tech giant is losing ground in the a.i. race. reports today that openai is developing a web search product in conjunction with microsoft's bing engine that could rival google. even apple is making strides, with bloomberg reporting the company is planning to launch a competitor to microsoft's github co-pilot. so, what does alphabet have to do to convince us that it is a true a.i. play? and i know that we're going to say, the performance of alphabet versus microsoft are virtually neck to neck, but there seems to be a growing disparity as sort of the people play around with sort of the a.i. offerings and start to digest how these are going to be taking unben up by consumers. >> i probably said, i don't think google has been that bad. it's outperformed the nasdaq a bit. it's been kind of dead money for six months, relative to the other big fellas in there, so -- i guess the question is, does google need to prove their prowess in a.i., or is it that micro
this year, alphabet is basically flat, why microsoft is up over 8%. there's more reason to believe the tech giant is losing ground in the a.i. race. reports today that openai is developing a web search product in conjunction with microsoft's bing engine that could rival google. even apple is making strides, with bloomberg reporting the company is planning to launch a competitor to microsoft's github co-pilot. so, what does alphabet have to do to convince us that it is a true a.i. play? and i...
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Feb 19, 2024
02/24
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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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Feb 8, 2024
02/24
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but could microsoft just be gearing up for a new war, one over content distribution?o discuss all of this is brandon ross, media and technology analyst at lightshed partners, and our steve kovach, also joins us on set. steve, why don't i start with you. why don't you take the disney for a first, put it into context, tell us what they're doing, what this is going to enable them to do, and why they haven't been more forthright or forthcoming in gaming to this point? >> let me tell you a story of two bobs. we have bob jay pack, they spoke to -- when he was ceo of disney. julia's very smartly says what's your metaverse strategy, mr. check back? his answer was disney+. let's fast forward to what mr. iger said, the other bob, he said yesterday. well, we see an opportunity in gaming and this interactive environment, we understand that we have this great ip that we are already licensing to gaming companies, or licensing it to sony for spider-man two, which is a massively popular game, made gobs of money. we're working with fortnite which epic games makes. licensing our charac
but could microsoft just be gearing up for a new war, one over content distribution?o discuss all of this is brandon ross, media and technology analyst at lightshed partners, and our steve kovach, also joins us on set. steve, why don't i start with you. why don't you take the disney for a first, put it into context, tell us what they're doing, what this is going to enable them to do, and why they haven't been more forthright or forthcoming in gaming to this point? >> let me tell you a...
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Feb 1, 2024
02/24
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we got what we needed for microsoft yesterday. i have been feeling for a few months like it is microsoft against everyone else and they validated that with the numbers they gave us yesterday. you have been asking all week on the network it is 33 times too much? the answer is a resounding no. they are almost 50 years old and they've been public for 40 years and worth $3 trillion, yet somehow figured out how to increase revenue by 17% year over year, so the sky is the limit. i think right now what we are seeing is they are stepping away from the pack and it is becoming microsoft versus everyone else. >> we will make that the last word. great stuff, everybody. malcolm, joe, steph, we will see what happens tonight . don't be too nervous. now will send things over to christina for a look at things moving. >>> courts have topping 18%. volumes may have dropped but the firm benefited from higher prices. demand for green and biofuels will increase later this year. you can see shares are actually 17% right now. elliott management telling cn
we got what we needed for microsoft yesterday. i have been feeling for a few months like it is microsoft against everyone else and they validated that with the numbers they gave us yesterday. you have been asking all week on the network it is 33 times too much? the answer is a resounding no. they are almost 50 years old and they've been public for 40 years and worth $3 trillion, yet somehow figured out how to increase revenue by 17% year over year, so the sky is the limit. i think right now...
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Feb 21, 2024
02/24
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it’s but why are microsoft doing it? it's an but why are microsoft doing it?ally microsoft have had the xbox ecosystem that people can buy and play games on the xbox hardware but also on microsoft pc is of course but it seems like this change in strategy is looking to take games everywhere, anywhere you can play games, whether that is on your phone or via the cloud or even on competitive platforms such as nintendo and the sony playstation. is this an admission of defeat that the xbox console which will presumably lose sales because people do not have to own it to get certain games will suffer and may be also a boost for their future revenues from software and now they have bought the big game studio acquisition of activation? == the big game studio acquisition of activation? .. the big game studio acquisition of activation? ., ~ . , ., activation? -- of activision. admission _ activation? -- of activision. admission of _ activation? -- of activision. admission of defeat - activation? -- of activision. admission of defeat is - activation? -- of activision. admi
it’s but why are microsoft doing it? it's an but why are microsoft doing it?ally microsoft have had the xbox ecosystem that people can buy and play games on the xbox hardware but also on microsoft pc is of course but it seems like this change in strategy is looking to take games everywhere, anywhere you can play games, whether that is on your phone or via the cloud or even on competitive platforms such as nintendo and the sony playstation. is this an admission of defeat that the xbox console...
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Feb 2, 2024
02/24
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or microsoft -- aws or microsoft, you are going to get market growth for years to come.lot to explain for how do they get to the seven or 8% growth. i think it's going to be a challenge at least for this year and next year. >> the market braces for another revenue decline in their fiscal second quarter. going back to what we were seeing all of last year. any exuberance about this new ar reality? >> no. not about that. you uttered the magic word. they are going to talk about launching some new tools sometime in the second half of this year. i think that is a wildcard that will basically prove me wrong. if they are able to come up with certain things that could make productivity higher, you don't need to download an app. for that, maybe you need to go to the iphone 16 or the next version of the iphone that may have some capability and that can drive the first cycle of iphone that we are all rating for. ed: keeping it real very thank you very much friday. coming up, my exclusive conversation with invidious -- nvidia's ceo, jensen huang. this is "bloomberg technology." how a
or microsoft -- aws or microsoft, you are going to get market growth for years to come.lot to explain for how do they get to the seven or 8% growth. i think it's going to be a challenge at least for this year and next year. >> the market braces for another revenue decline in their fiscal second quarter. going back to what we were seeing all of last year. any exuberance about this new ar reality? >> no. not about that. you uttered the magic word. they are going to talk about...
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Feb 25, 2024
02/24
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you leverage this kind of technology from google and also from bring and microsoft as they integrateinto their whole 365 platform. we are really facing a major threat for the internet as we know it. >> and the irony as a consumer and i was on the floor the other day behind a stereo and asked siri about which jack does what and of course, she just gives me website and i just wanted to yell it out. the consumer would say that's great and i don't have to click around, et cetera, but it leaves content providers with no reason to write the content in the first place. >> that's right. there's a convenience to it. no doubt. anyone who plays with open ai or chatgpt, they're fun and it gives information. there's another problem as a consumer and now you're depending on artificial intelligence to tell you the information and we know the artificial intelligence large language models are built into how they work and you will not go out to the original source and make a determination for yourself in the course of accepting convenience you may be losing accuracy or reality. there's a well-known ca
you leverage this kind of technology from google and also from bring and microsoft as they integrateinto their whole 365 platform. we are really facing a major threat for the internet as we know it. >> and the irony as a consumer and i was on the floor the other day behind a stereo and asked siri about which jack does what and of course, she just gives me website and i just wanted to yell it out. the consumer would say that's great and i don't have to click around, et cetera, but it...
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Feb 13, 2024
02/24
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if you count openai in microsoft's camp.think this is a fundamental -- for a large company, imagine you are in microsoft word google. the first thing to thing you think to do once you invent this technology is how you make technology. uber will make the most money by putting it in search. microsoft will make the most for putting it in office. will microsoft become an of structure that says i'm good to build a new engine that causes people to no longer need or want to use office or pay for it? few companies have ever done that. when kovach -- kodak invented the digital camera, they showed that because they thought it would kill the fill business. it did, but it was not because of them. the same thing happens with intel not embracing mobile, qualcomm not embracing ai, and the list goes on. it is hard for a large company not to take this technology and put it in their best-selling product to make that low hanging fruit. it is hard for them to be disruptive, cannibalize and kill the revenue that is currently a cash cow. caroline
if you count openai in microsoft's camp.think this is a fundamental -- for a large company, imagine you are in microsoft word google. the first thing to thing you think to do once you invent this technology is how you make technology. uber will make the most money by putting it in search. microsoft will make the most for putting it in office. will microsoft become an of structure that says i'm good to build a new engine that causes people to no longer need or want to use office or pay for it?...
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Feb 15, 2024
02/24
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in microsoft. but these are the filings that we have so we know as of the end of four queue, they decided more microsoft, we're out, we're selling that nearly a billion dollar position. >> leslie thank you very much, be on the big institutions and more on the individual level, how does a retail investor know when to cash in for some profits? let's bring in -- chief market strategist with hightower advisers and president and ceo of form miller in washington. michael, always good to see you. i was watching the movie the other day, dumb money. in which quite a few cnbc people appear. it was really the story of the game stop mania back in 2021. the big question through my mind , when do i take profits, when do i sell when i make ten times my providence on these talks. when do you, when you've got a good profit like my friend and father-in-law jim who's had nvidia for a year, it's trouble does money, should be so? >> probably sell some, tyler. and thanks for having me, of course. selling is tough and th
in microsoft. but these are the filings that we have so we know as of the end of four queue, they decided more microsoft, we're out, we're selling that nearly a billion dollar position. >> leslie thank you very much, be on the big institutions and more on the individual level, how does a retail investor know when to cash in for some profits? let's bring in -- chief market strategist with hightower advisers and president and ceo of form miller in washington. michael, always good to see...
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Feb 27, 2024
02/24
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for microsoft? it means it can monetize quicker. it can use the mistral products and offer them to the customers. think about the new model and it is called mass. models as a service. something similar, but means more money in microsoft's pockets now. i spoke to the president of microsoft, brad smith, and asked about the hype on markets. let's take a listen. >> the market tends to get things right even if in the short term, never entirely knowns. what i think is this, a.i. is quite possibly the defining connect nolg technology of the decade if not the generation. >> mistra l has been talking to google as well. it is interesting to see this collaboration. one quick item on nvidia. we ask with the chip cycle. a lot of people are partnering with nvidia. that means there is a huge number of chips still to be ordered. >> karen, a lot of people are partnering with mistral. amazon and google. give us a sense, what is mistral offering that is so in demand? >> reporter: it is another large language model. what does this is asay about th abil
for microsoft? it means it can monetize quicker. it can use the mistral products and offer them to the customers. think about the new model and it is called mass. models as a service. something similar, but means more money in microsoft's pockets now. i spoke to the president of microsoft, brad smith, and asked about the hype on markets. let's take a listen. >> the market tends to get things right even if in the short term, never entirely knowns. what i think is this, a.i. is quite...
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Feb 23, 2024
02/24
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microsoft is the enabler. it's not confined to microsoft. there's a lot of different companies, service now, adobe. so there's the enablers of the technology that will have pricing power as we go through the cycle. you can also invest. and they will be the winners in part because these are businesses that are now platforms. they are not point solutions. the platforms in the cycle will be at a structural advantage relative to point solutions. >> we are talking about fundamentals and clearly you see a trend underway, they cycle coming when it comes to these names, but how are you putting that against valuations, because a lot of people up to throw around the word bubble, especially when you look at a stock like nvidia, which has gone up a crazy amount the past couple years. how are you thinking about those factors? >> bubble territory is not a 20, 25, 30 multiple on earnings in a market that's growing as robustly as ai is. microsoft be growing mid to high teens for the foreseeable future at the size it is today. you are paying a high 20's mult
microsoft is the enabler. it's not confined to microsoft. there's a lot of different companies, service now, adobe. so there's the enablers of the technology that will have pricing power as we go through the cycle. you can also invest. and they will be the winners in part because these are businesses that are now platforms. they are not point solutions. the platforms in the cycle will be at a structural advantage relative to point solutions. >> we are talking about fundamentals and...
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Feb 3, 2024
02/24
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microsoft says it's brin . in . save lives. microsoft says it's bringing ai — save lives.g ai across _ save lives. microsoft says it's bringing ai across at - save lives. microsoft says it's bringing ai across at scale . save lives. microsoft says it's bringing ai across at scale as | bringing ai across at scale as it released its financial results. sales were lifted by demand for demand for al tools. and this weekend, facebook faces its 20th birthday. the company has evolved into a multi—platform giant. mixed reality headsets, facebook, instagram, all under the meta umbrella. over the past few weeks, we've brought you plenty from the consumer electronics show in las vegas, but there's still more, with something for people of all ages. anyone who's ever had a baby could probably tell you that it's tiring and it can be challenging. so i'm looking at some of the latest technology that hopes to help make parenting even just a little bit easier. this is a self—driving pram. now, before you panic that the baby's going to be in it and it's going to go and disappear off by itself
microsoft says it's brin . in . save lives. microsoft says it's bringing ai — save lives.g ai across _ save lives. microsoft says it's bringing ai across at - save lives. microsoft says it's bringing ai across at scale . save lives. microsoft says it's bringing ai across at scale as | bringing ai across at scale as it released its financial results. sales were lifted by demand for demand for al tools. and this weekend, facebook faces its 20th birthday. the company has evolved into a...
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Feb 16, 2024
02/24
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let's hear from microsoft.ord is all of us that have products like at microsoft, designer which you can use to create images or video or audio using ai. it embeds the data so anybody can see when they display something like a picture how was it created, what product was used, when was it created. it tells somebody this was created. it tells somebody this was created by ai. were going to have to do more than that because the embedding invisible watermarks as well so people strip out that data well so people strip out that data we still have the ability to identify it for what it is. something that al created rather then say captured by the bbc in a video or an audio recording. there's two other things that the support does. it brings the industry together to detect deep fakes and microsoft we launched a website so that any candidate who is a victim of a deep fakes can report it. we can analyse it, share that information with the rest of the tech sector and we can't remove it from our properties as we will do at
let's hear from microsoft.ord is all of us that have products like at microsoft, designer which you can use to create images or video or audio using ai. it embeds the data so anybody can see when they display something like a picture how was it created, what product was used, when was it created. it tells somebody this was created. it tells somebody this was created by ai. were going to have to do more than that because the embedding invisible watermarks as well so people strip out that data...
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Feb 22, 2024
02/24
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no i own microsoft. personally >> that's the only one you own >> correct >> and two interesting things on this one, the thing that' interesting to me in the key thing is if the pitch on microsoft is you're going to pay $30 a month for them, you will get more efficient they will watch you in outlook and excel, and you will get more efficient, and it is worth that and if you think about it, i don't know how many minutes day you are in microsoft products maybe 90 minutes a day and the could learn from you but if you're a circui designer, you're designing the for ten hours a day. the amount of time to observ you and get greater at synopsis, there is greater ways. we talked about them for a lon time on the show i do think that my point on th mag 7 is slightly different. so what i would say on joe's point is look, i don't think the stocks are varying if the market is up and growth beats value and it beats small i can explain the microsoft is the reason for that alone. and i honestly don't think i could know so
no i own microsoft. personally >> that's the only one you own >> correct >> and two interesting things on this one, the thing that' interesting to me in the key thing is if the pitch on microsoft is you're going to pay $30 a month for them, you will get more efficient they will watch you in outlook and excel, and you will get more efficient, and it is worth that and if you think about it, i don't know how many minutes day you are in microsoft products maybe 90 minutes a day...
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Feb 16, 2024
02/24
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microsoft is more focused on nvidia instead of living on ai shares.microsoft for google, a $2 billion, $3 billion -- you have to get to the hundreds of billions and compete with each other, and it benefits you to have companies global applications on you, just like the market -- the apple marketplace. each of them paid the apple tax. in much the same way, azure and openai, amazon and anthropic can build a substrate on which applications can be built, and the ones who get the most number of applications built are the ones who benefit. that drives trillions and dollars for them. they do not need to compete with their customers. caroline: dharmesh thakker. thank you so much for your time. coming up, we will take a closer look at draftkings' fourth-quarter results. a lot to dig in there. this is "bloomberg technology." ♪ hey you, with the small business... ...whoa... you've got all kinds of bright ideas, that your customers need to know about. constant contact makes it easy. with everything from managing your social posts, and events, to email and sms mar
microsoft is more focused on nvidia instead of living on ai shares.microsoft for google, a $2 billion, $3 billion -- you have to get to the hundreds of billions and compete with each other, and it benefits you to have companies global applications on you, just like the market -- the apple marketplace. each of them paid the apple tax. in much the same way, azure and openai, amazon and anthropic can build a substrate on which applications can be built, and the ones who get the most number of...
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Feb 26, 2024
02/24
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FBC
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stuart: magnificent seven to a fab four, supposedly it became the terrific to, nvidia and microsoft,e dangerous? >> number one i sure attack i own both of those if it happens but number two, that would maybe begin to concern me but i would be looking at what's next to his coming along with them, if they go to the very top and a lot of other people coming along for the ride. stuart: dominoes reported this morning evidently it was a good report because the stock is up 5.5%. i understand you like it, why do you like it? >> i do here's the thing about dominoes is a bellwether with how the consumer is dealing you would not think about pizza this way but the fact that more people are ordering in great numbers coming out of 21, 22 tells me that the consumers are beginning to nimble back on a good stock. >> the terrific to you want to own nvidia and microsoft in dominoes looking good because they reflect public taste, no pun intended. thank you for joining us we will see you soon. thank you. the opening bell, ten seconds before trading begins. as we always say on the right-hand side of your
stuart: magnificent seven to a fab four, supposedly it became the terrific to, nvidia and microsoft,e dangerous? >> number one i sure attack i own both of those if it happens but number two, that would maybe begin to concern me but i would be looking at what's next to his coming along with them, if they go to the very top and a lot of other people coming along for the ride. stuart: dominoes reported this morning evidently it was a good report because the stock is up 5.5%. i understand you...
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Feb 21, 2024
02/24
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FBC
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and then microsoft is just above intel, so microsoft's probably the seventh biggest laggard. intel's the second. ibm's the third. salesforce, the fourth if. the worst of the blue chips though, and charles was just referencing this, walgreen boots alliance. the pharmacy chain getting the boot from the dow index and will be replaced by amazon. since walgreen boots alliance joined the industrials, i think it was 2018, shares have lost 65% of their value. amazon joins the club at the start of trade monday. shares right now up about a third of a percent, bucking the overall market trend for the moment we should tell you one car on the nasdaq train derailing its own sector and the index. cybersecurity solutions company palo alto networks is skidding 28.7% after giving disappointing current quarter billings guidance. it is the worst performer on the nasdaq which, by the way, is dropping about 153 point. and it's -- 152 points. it's just crushing every name in the sector as witnessed by the drop of 7.5 for the global-x cybersecurity etf, ticker symbol bug. clearly, the story of the h
and then microsoft is just above intel, so microsoft's probably the seventh biggest laggard. intel's the second. ibm's the third. salesforce, the fourth if. the worst of the blue chips though, and charles was just referencing this, walgreen boots alliance. the pharmacy chain getting the boot from the dow index and will be replaced by amazon. since walgreen boots alliance joined the industrials, i think it was 2018, shares have lost 65% of their value. amazon joins the club at the start of trade...
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Feb 13, 2024
02/24
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CNBC
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their top four customers are meta, amazon, google and microsoft.t's 40% of their sales and each one is developing an in-house chip and you have amd looking to grab market share as well. it will take time but long term we think it's tough justifying nvidia. you know what it reminds me of, scott? of cisco in '99. >> what does lilly remind you of? you're telling me that not most of the glp-1 stuff is in this sock, not to mention competition from other providers? >> no question. we have clients that have huge embedded gains. everybody that's riding nvidia, trust me, it's not like we don't get it from our clients. this is an exercise in portfolio management. >> i hear you, okay. you didn't know you would be talking about that in this case. you like how i did that. we have the trades on more key earnings including shake shack and toast. we'll get the setup next. first mike santoli with his "midday word" is next. >>> 31% of russell 1,000 companies conduct race or ethnicity based pay analysis. this type of analysis is done to manage equal pay for equal wor
their top four customers are meta, amazon, google and microsoft.t's 40% of their sales and each one is developing an in-house chip and you have amd looking to grab market share as well. it will take time but long term we think it's tough justifying nvidia. you know what it reminds me of, scott? of cisco in '99. >> what does lilly remind you of? you're telling me that not most of the glp-1 stuff is in this sock, not to mention competition from other providers? >> no question. we have...
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Feb 27, 2024
02/24
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be available on microsoft's cloud computing platform.ss report. we will see you tomorrow. bbc news, bringing you different stories from across the uk. back to training in middlesbrough, ilias is already thinking about his next bout after taking the welterweight belt at the regional unity fighting champtionship in darlington. there's your welterweight champion! it's everyday training, no days off, even after the fight. straight in after two days for the next fight, obviously. obviously at this amateur level you keep going as much as you can. at pro level, you get injured more. amateur you canjust keep going. there's a lot into it. there's loads of different martialarts, more than 30 i would say. but overall, it's mainly mental toughness you need. you need, obviously, the discipline. you need mental toughness. you need to be able to carry on going even when your body is tired and tells you to stop, you keep going. keep your hands up. ilyas�* proud dad has been supporting him since he started at 14. i'm very, very proud. we've been working
be available on microsoft's cloud computing platform.ss report. we will see you tomorrow. bbc news, bringing you different stories from across the uk. back to training in middlesbrough, ilias is already thinking about his next bout after taking the welterweight belt at the regional unity fighting champtionship in darlington. there's your welterweight champion! it's everyday training, no days off, even after the fight. straight in after two days for the next fight, obviously. obviously at this...
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Feb 27, 2024
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microsoft did not give financial details of the transaction.aren discussed this deal with brad smith at the world congress in barcelona. >> this is one of the most important days of the microsoft technology support for europe. what we are fundamentally agreeing to is a long-term partnership so they can train and deploy their next generation models for a.i. on our a.i. data centers and infrastructure effective immediately where they take their model and we e can hp them reach customers as a model as a service. they can reach customers directly. it means we're going to explore new research and development collaboration and, in part, focus on a.i. for models in europe. >> smith was bullish on the prospects for a.i. as a whole and compared it to some of history's most important inventions. >> over the long term, the market tends to get things right, even if in the short term, there are unknowns. what i know is this, a.i. is quite possibly the defining technology of this decade and maybe even of our generation. it is a general purpose technology tha
microsoft did not give financial details of the transaction.aren discussed this deal with brad smith at the world congress in barcelona. >> this is one of the most important days of the microsoft technology support for europe. what we are fundamentally agreeing to is a long-term partnership so they can train and deploy their next generation models for a.i. on our a.i. data centers and infrastructure effective immediately where they take their model and we e can hp them reach customers as...
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i think microsoft is doing the best front-end implementation of a.i.ech, and i believe they're going to be a buy, but i think we might over the next -- [inaudible] over the next couple of months get a chance to get it a little bit lower. stuart: i have very little patience, but, dr, why get out of google? >> i think i have the opposite statement to say about google relative to microsoft. look, microsoft had double-digit growth if on about every mace that was important, especially their -- place that was important, especially their cloud. i think the big thing with alphabet though, stuart, is that they are not getting the rewards from a.i. that they should be if they're so head and shoulders above everyone else. their advertising missed just a little bit from lofty expectations over the last quarter, and i think they've got a little ways to catch up to may in the a.i. world. stuart: okay. apple, amazon is, meta out with their earnings this afternoon. overs what worries me, the stocks run up, you get the numbers, the computers go haywire9 and the traders
i think microsoft is doing the best front-end implementation of a.i.ech, and i believe they're going to be a buy, but i think we might over the next -- [inaudible] over the next couple of months get a chance to get it a little bit lower. stuart: i have very little patience, but, dr, why get out of google? >> i think i have the opposite statement to say about google relative to microsoft. look, microsoft had double-digit growth if on about every mace that was important, especially their --...
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seems to know that microsoft cannot win an election. they believe that whoever is elected president of senegal may not be accountable to the french. that is why echo us has no choice, but to issue this short statement and the call for come. it costs a place double standards when it comes to put it into psycho countries, and course was quick to condemn them and impose sanctions. however, today, when it goes additional course taking place in san a golf and the instigation of microsoft, the community is unwilling to speak out and say no to this dictate foil behavior by microsoft. a policy of double standards. and then jerry, a has, are part of life. so in a high level delegation for talks of leaders of new share, molly and regina rosser to discuss the recent joint announcement on their decision to leave the west african economic community union localize commission. president amar to re said the 3 countries claims have no real basis of the 3 countries outlined the grievances with costs, which include it, proceed to the departure of costs fr
seems to know that microsoft cannot win an election. they believe that whoever is elected president of senegal may not be accountable to the french. that is why echo us has no choice, but to issue this short statement and the call for come. it costs a place double standards when it comes to put it into psycho countries, and course was quick to condemn them and impose sanctions. however, today, when it goes additional course taking place in san a golf and the instigation of microsoft, the...
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Feb 2, 2024
02/24
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and penaltily, microsoft. -- finally microsoft. benefiting with a.i.onali: when you look at the big themes, the things that will drive the growth for the next year or so or even the next five years for these companies you think about netflix. you have content. amazon, you have advertising the. microsoft, you have a.i. what is your favorite place to latch on to right now? dan: well, first of all, i think a lot of people have thought that large gap means mega-cap leaders would be underperformed. it's the opposite. our analysts are seeing multiple growth trends fundamentally, especially with the mega-cap, large cap leaders like meta, amazon, microsoft, netflix. and we see some broadening out in terms of the consumer the consumers have been pretty strong. decker and uggs seems to have two legs of growth right now in both of those products. other examples in health care, for example, which has been a growth this year after a difficult 2023. health care and increased utilization. we see a broadening out of the market but a continued strength in some of ameri
and penaltily, microsoft. -- finally microsoft. benefiting with a.i.onali: when you look at the big themes, the things that will drive the growth for the next year or so or even the next five years for these companies you think about netflix. you have content. amazon, you have advertising the. microsoft, you have a.i. what is your favorite place to latch on to right now? dan: well, first of all, i think a lot of people have thought that large gap means mega-cap leaders would be underperformed....
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Feb 9, 2024
02/24
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microsoft also working on its own chip.e's just a lot of complicating factors. >> we will see the argument, christina, or steve, but that a non incumbent check make or not nvidia, not intel, not broadcom, not a.r.m., not amd could be a big beneficiary of this. >> and the case of openai, he has the branding right now, and the interest from sovereign wealth funds around the world all around the world that want to invest in a.i.. so there's an opportunity for investments there, but the big question is, i think the skepticism is around actually openai building the ships. why he has to rely on third- party members, a beneficiary would be tsmc, taiwan semi for example, but we saw the example of apple. apple has been working on these mobile chips for smartphones for quite some time, but they had to resign their agreement with qualcomm because they were not able to make a chip that was ready to put in the new iphone. that shows that even apple, a tech company that has been around forever, mega cap, has been a leader in technology,
microsoft also working on its own chip.e's just a lot of complicating factors. >> we will see the argument, christina, or steve, but that a non incumbent check make or not nvidia, not intel, not broadcom, not a.r.m., not amd could be a big beneficiary of this. >> and the case of openai, he has the branding right now, and the interest from sovereign wealth funds around the world all around the world that want to invest in a.i.. so there's an opportunity for investments there, but the...
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Feb 22, 2024
02/24
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what you see from amazon and microsoft is they are buying these to train a.i. applications to sell through the cloud unit which other companies will buy it is expensive for most companies to invest in the infrastructure the same way some of the big cloud players have. going forward, the demand appears strong from the tech giants we heard it on all of the earnings calls how microsoft and google, et cetera, will continue to spend money on a.i. investment the question mark for 2025 is what if the companies have struck built up and they don't see a need to buy as many nvidia products next year that is the question mark over the growth rates from nvidia over the past few quarters and then how long that is usustaine. >> nvidia shares up 15%. the broader chip sector higher arjun, thank you >>> nvidia's surge felt all around the world, including japan. the nikkei 225 just closed at the first record high in more than 30 years. our jp ong is in singapore with more good morning >> reporter: good morning, frank. it was a record setting day for the nikkei 225 in tokyo and i
what you see from amazon and microsoft is they are buying these to train a.i. applications to sell through the cloud unit which other companies will buy it is expensive for most companies to invest in the infrastructure the same way some of the big cloud players have. going forward, the demand appears strong from the tech giants we heard it on all of the earnings calls how microsoft and google, et cetera, will continue to spend money on a.i. investment the question mark for 2025 is what if the...
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Feb 1, 2024
02/24
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who is... come from chloe mcewan from microsoft. . ._ come from chloe mcewan from microsoft. who is... chloe, over there. thank you. so come many companies here in_ thank you. so come many companies here in this _ thank you. so come many companies here in this room, _ thank you. so come many companies here in this room, we _ thank you. so come many companies here in this room, we had _ thank you. so come many companies here in this room, we had a - thank you. so come many companies here in this room, we had a good - here in this room, we had a good chat_ here in this room, we had a good chat on_ here in this room, we had a good chat on our— here in this room, we had a good chat on our table _ here in this room, we had a good chat on our table about _ here in this room, we had a good chat on our table about how- here in this room, we had a good chat on our table about how to i chat on our table about how to contribute _ chat on our table about how to contribute in _ chat on our table about how to contribute in partnership- chat on ou
who is... come from chloe mcewan from microsoft. . ._ come from chloe mcewan from microsoft. who is... chloe, over there. thank you. so come many companies here in_ thank you. so come many companies here in this _ thank you. so come many companies here in this room, _ thank you. so come many companies here in this room, we _ thank you. so come many companies here in this room, we had _ thank you. so come many companies here in this room, we had a - thank you. so come many companies here in this...
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seems to know that microsoft cannot win an election. they believe that whoever is elected president of senegal may not be accountable to the french. that is why echo us has no choice but to issue the short statement and the call for com . it costs a place double standard. twin comes to put it into psycho countries and course was quick to condemn them any po sanctions. however, today, when it goes additional course taking place in senegal and the instigation of microsoft, the community is unwilling to speak out and say no to this. victoria will be favor by microsoft policy of double standards of next on our to continuing the documentary series of trustful about we helix founder julian, a sorry, the israel, who is so selfish interest is not just destroying is rep is not only destroying the so called legitimacy, as well in the eyes of the world, but it's destroying the, the fall of the western project. the whole of.
seems to know that microsoft cannot win an election. they believe that whoever is elected president of senegal may not be accountable to the french. that is why echo us has no choice but to issue the short statement and the call for com . it costs a place double standard. twin comes to put it into psycho countries and course was quick to condemn them any po sanctions. however, today, when it goes additional course taking place in senegal and the instigation of microsoft, the community is...
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Feb 17, 2024
02/24
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on the side and microsoft right entered represents 5%, if you own the index and microsoft on the side you're making a big bet on technology, people said technology of s&p 500 is about 30% maybe closer to 40, he was making a pretty concentrated b but, if you're bullish and you love the sector, great if you're not comfortable with a concentration get a total market index, small-cap stocks, spread it around a bit. >> i thought you can say 50% for coin, 50% nvidia. >> he was a sensible young man. >> small-cap you have to worry because super microcomputer i've never heard of until recently up 200% through thursday's close because it is a.i. is connected to nvidia in a weird way that i don't understand but it's the small-cap w worth $56 billion ad accounted for three quarters of small-cap games this year which is wild. you have to be careful even when you look at other parts of the market. jack: i wouldn't tell you about a conversation with an analyst he drew key parables between nvidia and apple the iphone prove bigger than anyone expected it replaced everything itself owns a change the ce
on the side and microsoft right entered represents 5%, if you own the index and microsoft on the side you're making a big bet on technology, people said technology of s&p 500 is about 30% maybe closer to 40, he was making a pretty concentrated b but, if you're bullish and you love the sector, great if you're not comfortable with a concentration get a total market index, small-cap stocks, spread it around a bit. >> i thought you can say 50% for coin, 50% nvidia. >> he was a...
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seems to know that microsoft cannot win an election. they believe that whoever is elected president of senegal may not be accountable to the french. that is why echo us has no choice, but to issue the short statement and the call for com. it costs a place double standard when it comes to put it into psycho countries, and course was quick to condemn the meaningful sanctions. however, today, when it goes to additional cost taking place in san a golf and the instigation of microsoft, the community is unwilling to speak out and say no to this. victoria will be favor by microsoft, a policy of double standards. after weeks of speculation, presidents ellen ski officially sucked the country's top military officer on thursday. general valerie is a loose, knee, and serve, does commander in chief of ukraine's armed forces since july 2021. now, despite a string of recent military failures, the general become increasingly popular in the country with poles putting him far ahead of presidency. lensky himself. the 2 figures had been an odds for months
seems to know that microsoft cannot win an election. they believe that whoever is elected president of senegal may not be accountable to the french. that is why echo us has no choice, but to issue the short statement and the call for com. it costs a place double standard when it comes to put it into psycho countries, and course was quick to condemn the meaningful sanctions. however, today, when it goes to additional cost taking place in san a golf and the instigation of microsoft, the community...
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jack: from microsoft we learned the a.i.very expensive but it can yield some profits. >> certainly. artificial intelligence did a great job driving demand of the quarter and microsoft results were so good one analyst called them a masterpiece. the market disagreed but it was more sour on the tech sector earlier this week microsoft is a bit of a victim of that. jack: going down the bell curve, alphabet not a big hit with investors. >> alphabet was one of the reasons they were not happy with techie reported the same day as microsoft there were good numbers but mostly people were worried about the miss and the advertising revenue which they thought could have wider repercussions. jack: apple next investors were not excited about it. >> it is my thing. >> there was some good and some bad in apple but what is remarkable is how little the stock moved, earlier this week investors were not as forgiving with reports like that. >> thank you teresa, markets are reacting to the stronger-than-expected jobs report as forecasters are tryin
jack: from microsoft we learned the a.i.very expensive but it can yield some profits. >> certainly. artificial intelligence did a great job driving demand of the quarter and microsoft results were so good one analyst called them a masterpiece. the market disagreed but it was more sour on the tech sector earlier this week microsoft is a bit of a victim of that. jack: going down the bell curve, alphabet not a big hit with investors. >> alphabet was one of the reasons they were not...
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and just look at the multiyear your seeing today in microsoft.nings, take a look at these again because they weren't too bad. charles: no, they actually, i think it was a move. the -- a mood. the mood was different. hey, i got a minute to go, but let's do a non-tech, ual, united airlines. >> yeah. united airlines, and i'll even add delta airlines just hitting just moments ago. you can see some of the call buying in united airlines, 5,000 of those februaries. those will expire relatively soon, and then you get out into march as a well. the 42 calls, the 43 calls not very expensive. we're only talking about $1.06, $1.23. that gives you an opportunity to be there. and there was some delta 41 calls getting bought today as well. so with the stock at 40, it's not too far away from that one making a potential move as well. charles: all right. hey, pete, congratulations, man. i love when you and jon come up with these things. talk to you soon. >> thanks, charles. always great to see you, brother. charles: you too. we have spent an exorbitant amount of ti
and just look at the multiyear your seeing today in microsoft.nings, take a look at these again because they weren't too bad. charles: no, they actually, i think it was a move. the -- a mood. the mood was different. hey, i got a minute to go, but let's do a non-tech, ual, united airlines. >> yeah. united airlines, and i'll even add delta airlines just hitting just moments ago. you can see some of the call buying in united airlines, 5,000 of those februaries. those will expire relatively...
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seems to know that microsoft cannot win an election. they believe that whoever is elected president of senegal may not be accountable to the french. that is why echo us has no choice, but to issue this short statement and the call for come. it costs a place double standard when it comes to put it into psycho countries, and cost was quick to condemn them and impose sanctions. however, today, when it goes to additional cost taking place in senegal, and the instigation of microsoft, the community is unwilling to speak out and say no to this dictate foil behavior by microsoft. a policy of double standards the west has weaponized it sanctions against the russian fuel expos. well, new daily stands firm and its dealings with law school as, according to the indian petroleum and natural gas, minnesota who attend to be full day international energy for women. go there not top on friday. in the energy week 2020 full hosted more than 35000 participants. when i've a $120.00 countries is the country's largest all encompassing energy exhibition and co
seems to know that microsoft cannot win an election. they believe that whoever is elected president of senegal may not be accountable to the french. that is why echo us has no choice, but to issue this short statement and the call for come. it costs a place double standard when it comes to put it into psycho countries, and cost was quick to condemn them and impose sanctions. however, today, when it goes to additional cost taking place in senegal, and the instigation of microsoft, the community...
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Feb 26, 2024
02/24
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they look at microsoft, the pivotal deal with openai.arrative is that they are behind and they continue to lose. how are they going to change that? >> i think the question, the discussion you're having with the public, what discussion are you having with the board? the board, you're talking about look, if we're going to make a reinvention, how can we do it? let's say that apple decided they wanted to go into phones in the early flip phone days. that is the early moment that will pivot as opposed to when they did the iphone. they ended up looking silly. it was because they waited and decided to leave that revolution from desktop computing to mobile computing that they were able to capitalize. does google want to give away google search today in favor of this a.i. when it might be too arly? we might still be in the flip phone era. that is the conversation internally. for all of us, the best way to change this conversation is to be confident. put out products that you are not embarrassed of. it is really a low bar to clear. these innovation
they look at microsoft, the pivotal deal with openai.arrative is that they are behind and they continue to lose. how are they going to change that? >> i think the question, the discussion you're having with the public, what discussion are you having with the board? the board, you're talking about look, if we're going to make a reinvention, how can we do it? let's say that apple decided they wanted to go into phones in the early flip phone days. that is the early moment that will pivot as...
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Feb 27, 2024
02/24
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platform and give microsoft access to a new customer base.g of artificial intelligence, we've been hearing a lot about al recently and what it means for the job landscape. linkedin, the business networking site, says by 2030, ai will disrupt half of alljobs and change 70% of the skills needed in an averagejob. i spoke to karin kimbrough, chief economist at linkedin, who explained how companies are beginning to retrain workers. we had a really interesting set of data at linkedin. we have a billion members and 65 million companies, so that's an awful lot of data to understand how peoples�* jobs are changing over time, and what are the skills that employers are looking for? so we were able to actually dissect all that and come to the conclusion that a lot ofjobs are actually seeing skills that are required rotate over time. so when you look at particular occupations, you can start to just back out a number that's honestly approaching 60% of alljobs are going to be somehow either augmented by generative al or disrupted, and really depends on the
platform and give microsoft access to a new customer base.g of artificial intelligence, we've been hearing a lot about al recently and what it means for the job landscape. linkedin, the business networking site, says by 2030, ai will disrupt half of alljobs and change 70% of the skills needed in an averagejob. i spoke to karin kimbrough, chief economist at linkedin, who explained how companies are beginning to retrain workers. we had a really interesting set of data at linkedin. we have a...
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Feb 23, 2024
02/24
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and nvidia and microsoft have been winners second, u.s.cks are global market leaders, and when a small group like the magnificent 7 become the market leaders, it almost always means the u.s. stock market outperforms the world. and that is exactly what has happened. the u.s. stock market was 40% of the global market -- a year, a year and a half ago, it is now over 50% of glow but mark -- u.s. investors john have benefited from the a.i. bloom, and the innovation of u.s. technology companies. and i know john everyone says, what happens if they correct. nvidia corrected it was down 60% at one point, in 2022. who knows if it could get corrected again but this is a characteristic of these stocks. and you saw those numbers john, they were truly not mind boggling, those earnings. numbers >> oh yes, we sought up close in overtime for sure. bob -- thank you. so right now it seems only two things matter to the markets, maybe big tech and the fed. our next guest says while market reforms are concentrate on a handful of tech names, the focus should be
and nvidia and microsoft have been winners second, u.s.cks are global market leaders, and when a small group like the magnificent 7 become the market leaders, it almost always means the u.s. stock market outperforms the world. and that is exactly what has happened. the u.s. stock market was 40% of the global market -- a year, a year and a half ago, it is now over 50% of glow but mark -- u.s. investors john have benefited from the a.i. bloom, and the innovation of u.s. technology companies. and...
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Feb 1, 2024
02/24
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implement microsoft.engine room of the boat >> you wrote about this in your latest newsletter. >> one of the most positive features is how capex light they are. they have thousands of employees but they're not build ing data centers, the money becomes more profitable can you speak on what we can expect with these three names in particular >> those are people heavy businesses that's why there has been so much controversy ai will take them out of business, et cetera, we see this differently. those people heavy businesses, when demand picks up, they can quickly increase or decrease the amount of workers they have. and this gives them sort of the edge that's how we see this happening. they're better at protecting margins. >> do you make the case that these stories are largely unknown, related to ai the stocks have rallied a lot so someone must know something the roles the companies will play in the building out of ai >> if you go back to last year to the ai hype and nvidia, the debate was well get disrupted b
implement microsoft.engine room of the boat >> you wrote about this in your latest newsletter. >> one of the most positive features is how capex light they are. they have thousands of employees but they're not build ing data centers, the money becomes more profitable can you speak on what we can expect with these three names in particular >> those are people heavy businesses that's why there has been so much controversy ai will take them out of business, et cetera, we see this...
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Feb 7, 2024
02/24
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we heard it from microsoft. these companies are spending more, not less, and that is why nvidia is ramping and nvidia has not even reported yet. these ai and related software players are ramping because the biggest companies in the world are telling you cap ex is going higher. >> let's keep this up and keep watching this. it is not all sunshine and roses. there is new york community bank. that stock was sliding yet again today. >> it is up today. >> it was sliding earlier so maybe it has reversed. you are in it for a trade. your out of it now. still below five bucks. i only bring it up because i am curious as to whether the market is too complacent about certain risks that are out there relative to this in commercial real estate. if it is just looking past all of it, and we need to pay more attention to it. >> i think we need to pay more attention to consumers and the potential for credit card delinquencies to rise and i would be more worried about that than i would be worried about some sort of systemic issue c
we heard it from microsoft. these companies are spending more, not less, and that is why nvidia is ramping and nvidia has not even reported yet. these ai and related software players are ramping because the biggest companies in the world are telling you cap ex is going higher. >> let's keep this up and keep watching this. it is not all sunshine and roses. there is new york community bank. that stock was sliding yet again today. >> it is up today. >> it was sliding earlier so...