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Jun 16, 2024
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microsoft was one.cause of what the russians had done to change the software code, the russians immediately had an entry point into all of these networks. t's also rememberthat was the beginning, i think, november of 2020. we worked with fire eye with a technology tool that entry point. i have short time, so you t have an opportunity to talk more about that here. yes, microsoft expanded the security feature initiative, and ha teams will have an elevated role in product development. tell me how the employees ssed about our vulnerability would havetly today. things. first, i would hope that if there is an issue that needs to be addressed itbe woven into the engineering processes, it will be escalated, it will be decided and people will be on how they did. second, i would like to go back for one active directory. what we are really talking called an industry standard. it was a vulnerability in x0 entire industry standard, and what ensued was a conversation across the industry about the best w address it. i
microsoft was one.cause of what the russians had done to change the software code, the russians immediately had an entry point into all of these networks. t's also rememberthat was the beginning, i think, november of 2020. we worked with fire eye with a technology tool that entry point. i have short time, so you t have an opportunity to talk more about that here. yes, microsoft expanded the security feature initiative, and ha teams will have an elevated role in product development. tell me how...
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Jun 21, 2024
06/24
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let's use microsoft teams.ust that.■■9 if they do not trust that what options do you have? classified setting, but i am talking but how you reach people without that were going down that route. is there anything that is in th order to regain some of that? whether it is warranted or not. is there anything in the pipeline that would regain that us >> the fundamental gravity of the question. i would say that we are contin as a part of this work that we are doing and increasing the security for every aspect of what we including teams and every aspect of it. i feel comfortable talking with the dod or others on teams. i want them to feel comfortable w are not stopping where we are because our adversaries are not are continuing to invest in hardening the security of teens even more than it is today. >> a large part is get everybody out of silos. every time there is a national serity t you look back at these reports and is always somebody new someina part of that is the ability to communicate in a setting where you fee
let's use microsoft teams.ust that.■■9 if they do not trust that what options do you have? classified setting, but i am talking but how you reach people without that were going down that route. is there anything that is in th order to regain some of that? whether it is warranted or not. is there anything in the pipeline that would regain that us >> the fundamental gravity of the question. i would say that we are contin as a part of this work that we are doing and increasing the...
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Jun 13, 2024
06/24
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microsoft was one. because of what the russians had done to change the software code, the russians immediately had an entry point into all of these networks. let's also remember that was the beginning, i think, november of 2020. we worked with fire eye and we came up with a technology tool that in effect, blasted that entry point. >> mr. smith, i have short time, so you might have an opportunity to talk more about that here. yes, microsoft expanded the security feature initiative, and has said that security teams will have an elevated role in product development. tell me how the employees concerns that were expressed about our vulnerability would have been handled differently today. >> i would say, two things. first, i would hope that if there is an issue that needs to be addressed, it will be woven into the engineering processes, it will be escalated, it will be decided and people will be evaluated based on how they did. second, i would like to go back for one second on this so-called active directory.
microsoft was one. because of what the russians had done to change the software code, the russians immediately had an entry point into all of these networks. let's also remember that was the beginning, i think, november of 2020. we worked with fire eye and we came up with a technology tool that in effect, blasted that entry point. >> mr. smith, i have short time, so you might have an opportunity to talk more about that here. yes, microsoft expanded the security feature initiative, and has...
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Jun 14, 2024
06/24
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before joining microsoft mr.ssociate and partner at covington a prestigious law firm here in washington.es he was a bachelor's degree from princeton university a law degree from columbia university but i think the witness for being here. i now recognize mr. smith for five minutes to summarize his opening statements. correct thankfor five minutes to summarize his opening statements. thank you ranking minority member thompson. thank you for all of you for the opportunity to be here today. i think between the two of you captured so well, so much for what is important for us to talk about this afternoon. a lot of times in life, the most important words to keyed our words are difficult to hear. so come as you can imagine as i'm listening to the two of you just now it was not how i hoped i might spend an afternoon in june when the year began. we are here for an important reason and it starts with the role this committee plays. protection of the homeland security of the united states. the reality is you cannot protect t
before joining microsoft mr.ssociate and partner at covington a prestigious law firm here in washington.es he was a bachelor's degree from princeton university a law degree from columbia university but i think the witness for being here. i now recognize mr. smith for five minutes to summarize his opening statements. correct thankfor five minutes to summarize his opening statements. thank you ranking minority member thompson. thank you for all of you for the opportunity to be here today. i think...
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Jun 17, 2024
06/24
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fully owned by microsoft?>> are you aware of the 2017 national intelligence law in ch if i remember correctly one of the things is states when an organization finds a vulnerability it has toma >> that is not where i am going. i myself. >> hopefully it is hours■2. >> if it is it is pretty bad for you because it says this. in china there is a law that was implemented in 2017. this requires all organizations and citizens to cooperate with china's intelligence agencies including the people's liberation army in matters of national security. specifically mention companies working in china it does apply to all organizations operating within the country including foreign companies.b you operate in china? >> yes. >> do you comply with this law? >> know we do not. >> how did you get away with fr chinese government? >> know we do not, but there are many laws. the arpupils that apply every law they enact and those that enact certain laws but don't always apply them. in this context china for that lot is in the 2nd categor
fully owned by microsoft?>> are you aware of the 2017 national intelligence law in ch if i remember correctly one of the things is states when an organization finds a vulnerability it has toma >> that is not where i am going. i myself. >> hopefully it is hours■2. >> if it is it is pretty bad for you because it says this. in china there is a law that was implemented in 2017. this requires all organizations and citizens to cooperate with china's intelligence agencies...
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Jun 17, 2024
06/24
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then in terms of the usage at microsoft, it is microsoft customers that matter.he fact that microsoft can sell capacity on azure doesn'tmean anything unless their customers generate revenue based on a.i., and they are not. there's probably single digit, billion dollars of revenue from a.i. applications right now, in spite of the fact that microsoft, amazon, and google have spent close to $60 billion on nvidia chips this last year. for that spend to be sustainable, microsoft's customers are going to have to generate more than $100 billion of incremental, annual revenue this year or next year in order to justify that spend. since microsoft is continuing the spend, they'll have to generate another $100 billion of incremental revenue the year after that. until that happens, there won't be an incentive for microsoft, amazon, and google to continue to spend on these data centers. because if they do, again, microsoft's margins will shrink by 5 percentage points, 500 basis points. >> right. >> that's not sustainable. >> joel, so how would you answer that? >> it's simple.
then in terms of the usage at microsoft, it is microsoft customers that matter.he fact that microsoft can sell capacity on azure doesn'tmean anything unless their customers generate revenue based on a.i., and they are not. there's probably single digit, billion dollars of revenue from a.i. applications right now, in spite of the fact that microsoft, amazon, and google have spent close to $60 billion on nvidia chips this last year. for that spend to be sustainable, microsoft's customers are...
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Jun 14, 2024
06/24
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microsoft software is just ubiquitous. _ software? microsoft software is just ubiquitous. just ubiquitous. it seems to touch just about all of us. with his product in particular, there were millions of users and most notably the public sector. as i mentioned, the us government widely dependent on this because of the need to use what are known as smart cards to logon, this is the software that it that time was compatible with the smartcards. so the security gaps have been addressed in the meantime, is that right?— that right? well, the flaw still exists _ that right? well, the flaw still exists but _ that right? well, the flaw still exists but now- that right? well, the flaw still exists but now there | that right? well, the flaw i still exists but now there are alternatives. what andrew harris wanted the company to do at the time that he raised that which, again, was three years before solar winds was discovered, was to warn customers through an advisory that this existed and then, offer them a temporary solution, which was to disable the product in question which the prod
microsoft software is just ubiquitous. _ software? microsoft software is just ubiquitous. just ubiquitous. it seems to touch just about all of us. with his product in particular, there were millions of users and most notably the public sector. as i mentioned, the us government widely dependent on this because of the need to use what are known as smart cards to logon, this is the software that it that time was compatible with the smartcards. so the security gaps have been addressed in the...
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Jun 25, 2024
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why shouldn't i just say that in microsoft i trust?it is going to spur innovation. nothing spirited like competition. competition brings out the best in everyone. the more that companies are forced to compete and face the threat of disruption by not competing and innovating and building better products, even addressing their users better, that is what is really going to keep everything moving forward. when we talk to our customers, we see it in our own data. if you look at the users of office 365 in the okta user base, which is our most used application, those companies also use zoom 50% of the time. they also use google workspace 48% of the time. they want to have that flexibility. really, in the ecosystem right now, there is a bifurcation between companies that want to maybe cut costs, and to skimp on technology, even go down to the monolithic platforms. there are companies that want to innovate, move forward, build new capabilities, and use the best infrastructure and security tools more clearly on that side of the line. >> let me a
why shouldn't i just say that in microsoft i trust?it is going to spur innovation. nothing spirited like competition. competition brings out the best in everyone. the more that companies are forced to compete and face the threat of disruption by not competing and innovating and building better products, even addressing their users better, that is what is really going to keep everything moving forward. when we talk to our customers, we see it in our own data. if you look at the users of office...
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Jun 17, 2024
06/24
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for the longest time microsoft's lead against apple seemed far but apple is inching towards microsoft because of one announcement about a.i. to compete with microsoft. whether the momentum trade will last remains to be seen. is a.i. going to be a formative technology or is it going to give some companies a handle of cash for the mean time? caroline: i am sure the companies are liking the handle of cash for the mean time. isabelle, breaking it all down. pleased to welcome megan horneman, verdence capital c.i.o. to that point this has been a runaway trade. what could stop it? megan: you mentioned it's a momentum trade. so to be able to figure out exactly what will stop it, it's basically impossible. but we think that there's a couple things to keep in mind. interest rates right now, we did get the flight to quality so yields went down. markets like that. take a look what is happening today. yields are backing up. that can take some of this moment momentum out of this rally. people will start looking at valuations and with the uncertainty around where interest rates are going, we know th
for the longest time microsoft's lead against apple seemed far but apple is inching towards microsoft because of one announcement about a.i. to compete with microsoft. whether the momentum trade will last remains to be seen. is a.i. going to be a formative technology or is it going to give some companies a handle of cash for the mean time? caroline: i am sure the companies are liking the handle of cash for the mean time. isabelle, breaking it all down. pleased to welcome megan horneman,...
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Jun 14, 2024
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and in fact, microsoft says that their emissions have increased by 30% since 2020.ering, have you, has ibm, done those sort of calculations? from our perspective, we are still on track with our goals for our 2030 no emissions target that we have. and so we are still on track with all the targets that ibm has had going forward. we put a lot of sustainability practices in everything that we do all across, not only how we build our software, we hold our partners to a higher standard and their sustainability efforts as well. i've got you sitting in front of me. you're a big boss at one of the tech giants on this planet. so i want to ask you, how much responsibility do you feel that that large tech giants like ibm have, the responsibility they have in mitigating the environmental impact of the huge rise in al? it's a big responsibility for the tech giants and that's why i think we at ibm are always looking at sustainability, having sustainable ai ethics at the heart of everything that we do. we have an organisation within ibm that really focuses on making sure that we're
and in fact, microsoft says that their emissions have increased by 30% since 2020.ering, have you, has ibm, done those sort of calculations? from our perspective, we are still on track with our goals for our 2030 no emissions target that we have. and so we are still on track with all the targets that ibm has had going forward. we put a lot of sustainability practices in everything that we do all across, not only how we build our software, we hold our partners to a higher standard and their...
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Jun 17, 2024
06/24
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today that is where they are now microsoft up for 42 and nvidia 143.taxes on tips and encouraging to write no tax on tips on restaurant receipts, kelly saberi. >> the workers think it would be a good idea. he made this announcement in las vegas which is home to one of the most robust hospitality sectors in the country and it's in the state were donald trump narrowly lost in 2020 and 2016, data from the state tells us one and four private sector jobs rely on tips, irs data shows workers owed more than $38 billion in taxes and tips the irs introduced a program in 2023 to encourage accurate reporting when it comes to tips. a campaign event the former president encouraged voters to write no tax on tips on the restaurant receipts they acknowledged this would need congressional approval later after the initial announcement. some of the hospitality industry are calling this serious campaign promise and it doesn't solve the issue at hand making a livable wage this includes nevada's largest union the culinary union so we went around new york to ask people how t
today that is where they are now microsoft up for 42 and nvidia 143.taxes on tips and encouraging to write no tax on tips on restaurant receipts, kelly saberi. >> the workers think it would be a good idea. he made this announcement in las vegas which is home to one of the most robust hospitality sectors in the country and it's in the state were donald trump narrowly lost in 2020 and 2016, data from the state tells us one and four private sector jobs rely on tips, irs data shows workers...
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Jun 6, 2024
06/24
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where is microsoft's advantage in artificial intelligence?s in the cloud and azure cloud service and its relationship with open ai means all of open ai's activity has to run in the cloud. on top of that -- >> on azure? >> correct. >> on top of that it is making so many deals with other ai start-ups and a number of them were announced at the big build developer's conference. we've talked about this bifurcation of an established market. we saw with the apple and doj case when they said there is a high end smartphone market that it plays in and we saw the ftc do it with video games when they're trying to block the activision deal and there's a high-end console market with sony and microsoft and the low end with nintendo and everyone else, court did not buy that argument and we'll see if they buy the argument from microsoft or the apple case, i can totally see them looking at the a icloud and then there's the regular cloud and microsoft is snapping up the deals and making these huge investments all over the world. i'm not saying it's the right ar
where is microsoft's advantage in artificial intelligence?s in the cloud and azure cloud service and its relationship with open ai means all of open ai's activity has to run in the cloud. on top of that -- >> on azure? >> correct. >> on top of that it is making so many deals with other ai start-ups and a number of them were announced at the big build developer's conference. we've talked about this bifurcation of an established market. we saw with the apple and doj case when...
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from trump to nvidia, to microsoft, to everybody else. it should be leading, which is supporting our allies, israel and ukraine. stuart: yeah. lauren: just look at this though. look at nvidia, $1,247 a share, it is 40 points away from surpassing microsoft in market cap. so it could be -- stuart: it could be today. lauren: -- number one, the most valuable company. stuart: it could, indeed, be today. but i second your thoughts there. i'm tired -- big is bad, therefore, break 'em up. they're having a go be at the crown jewels of american business. >> of course they are. stuart: crazy stuff. okay, i'll move on. a couple of earnings reports this morning. big lots, they're down 1011% -- 1111%. lauren: they say the customers are not buying the more egg pepsive items. they are down 12%. stuart: jm snuckers. lauren: price hikes are being accepted. price hikes are protecting their a margins. it's not all rainbows and unicorns, their pet food sales business fell more than 40% in the quarter. stuart: not the kind of company you tend to invest in, is
from trump to nvidia, to microsoft, to everybody else. it should be leading, which is supporting our allies, israel and ukraine. stuart: yeah. lauren: just look at this though. look at nvidia, $1,247 a share, it is 40 points away from surpassing microsoft in market cap. so it could be -- stuart: it could be today. lauren: -- number one, the most valuable company. stuart: it could, indeed, be today. but i second your thoughts there. i'm tired -- big is bad, therefore, break 'em up. they're...
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Jun 26, 2024
06/24
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microsoft, could be fined 10% if found guilty. the case comes hot on the heels of charges it had with apple earlier this week where it accused the tech giants small store keeping others from competing. cyrus, i would like to first get your thoughts on the microsoft investigation here because ultimately the company had already unbundled team from the rest of office. what other chances can microsoft announce that would actually please the european commission? >> i think the european commission is looking for microsoft to make it much, much easier for rivals like zoom and slack. slack, of course, under sale force's ownership, they brought the original complaint. it's fine for most to say things are working and we've un bubund team from the rest of office. what microsoft is looking for and wants a chance to challenge that is to make the compatibility of rival software as good as before. so over a decade ago, the eu fined microsoft $561 million, half a billion dollars, you know, on the fact that microsoft made it very difficult for riv
microsoft, could be fined 10% if found guilty. the case comes hot on the heels of charges it had with apple earlier this week where it accused the tech giants small store keeping others from competing. cyrus, i would like to first get your thoughts on the microsoft investigation here because ultimately the company had already unbundled team from the rest of office. what other chances can microsoft announce that would actually please the european commission? >> i think the european...
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Jun 18, 2024
06/24
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we think microsoft has a huge runway.ure to applications up and down the stack. now you have a hardware layer to help reinforce this and make it easier for consumers and enterprises to adopt. i'm not as excited about the h hardware side. >> i think most investors would agree with you, but as far as portions of revenues for these companies like a dell or microsoft or hp, there's still a lot of exposure to pcs and the market has been tough post covid with the givebacks. i wonder if dell is right that this could trigger a big upgrade cycle, what that would mean just in additional revenues and how models could change. >> yeah. for microsoft, it really has been about the recurring revenue that's created software subscriptions. so it doesn't really matter in the hardware side. it helps them, but this goes back to they run any device, run a cross platform on apple devices as well. as long as the entire hardware industry is seeing a little bit of the tailwind things will be great even if you didn't have the hardware upgrade in my
we think microsoft has a huge runway.ure to applications up and down the stack. now you have a hardware layer to help reinforce this and make it easier for consumers and enterprises to adopt. i'm not as excited about the h hardware side. >> i think most investors would agree with you, but as far as portions of revenues for these companies like a dell or microsoft or hp, there's still a lot of exposure to pcs and the market has been tough post covid with the givebacks. i wonder if dell is...
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Jun 6, 2024
06/24
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that's double what microsoft is. we keep making the market cap comparison between microsoft and nvidia. yes, and apple. well, but that has low er data s well. microsoft larger market cap but nvidia more power over the marketed because dpata is highe. a lot of markets share that very high data. nvidia really is the market beholden to direction of nvidia for shoe. >> until when? is that healthy? >> i think to a certain -- i don't see it as unhealthy. >> hinged to one stock? >> okay. but is there evidence to support it? the evidence is earnings. look at last earnings season. you have eps growth of above 50% for the super six. the rest of the market, the other 494, flat eps growth. so, yeah. i mean, there's solidity in the sens sense -- validity. in escrow. expected trajectory for the escrow of super six in particular for a nime like nvidia, and you're going to be seeing the deceleration over coming quarters and not get that 50% eps growth. next quarter probably 25 to 30% eps growth. you're going see deceleration. to you
that's double what microsoft is. we keep making the market cap comparison between microsoft and nvidia. yes, and apple. well, but that has low er data s well. microsoft larger market cap but nvidia more power over the marketed because dpata is highe. a lot of markets share that very high data. nvidia really is the market beholden to direction of nvidia for shoe. >> until when? is that healthy? >> i think to a certain -- i don't see it as unhealthy. >> hinged to one stock?...
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Jun 6, 2024
06/24
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the doj open antitrust inquiries of microsoft, openai and nvidia.e have lulu shares surging despite weak second quarter -- a weak second quarter outlook. five below seeing lower consumer sending levels. >> let's begin with nvidia joining the $3 trillion valuation club, surpassing a apple to become the second most valuable company in the united states behind microsoft. jim put all ofpective last nigh money." >> we've got some huge winners in our time, steve jobs, the iphone, bill gates, windows, jeff bezos, amazon, now meta. nothing like jensen. nothing at all. bottom line, thank you, jensen, for changing the world and for you skeptics, take a look at today's biggest gainers. they are all -- they're just spinning pins. scattered this way and that. because nvidia's speed ball went right down the middle. strike! >> jim, i love the fact that ten years ago apple was 53 times nvidia's market cap. >> look, this is a phenomena and i think there is a lot of people who are skeptical, which one of the reasons why this week i think was motivated by the split th
the doj open antitrust inquiries of microsoft, openai and nvidia.e have lulu shares surging despite weak second quarter -- a weak second quarter outlook. five below seeing lower consumer sending levels. >> let's begin with nvidia joining the $3 trillion valuation club, surpassing a apple to become the second most valuable company in the united states behind microsoft. jim put all ofpective last nigh money." >> we've got some huge winners in our time, steve jobs, the iphone,...
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Jun 6, 2024
06/24
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now standing $100 billion away overtaking microsoft to become number one. >>> the video stock surge in the private payroll reports lifting the broader markets with the s&p and nasdaq hitting all-time highs. >>> european central bank front and center this morning expecting the rate cutting. we are live with the preview. >>> and a crack unidown on rece deals. >>> and boeing ceo dave calhoun is called to capitol hill to testify. it's thursday, june 6th, 2024. you're watching "worldwide exchange" right here on cnbc. ♪ >>> good morning and welcome to "worldwide exchange." thank you so much for being here with us. let's get you ready for the trading day ahead. we kickoff with the check of the futures with the s&p and nasdaq back at all-time highs. look at futures. a mixed picture. nasdaq fractionally in the green. the s&p and dow in the red. s&p is basically flat. the dow would open 38 points lower. as you see from the action in the market yesterday, investors are feeling bullish following the weaker than expected adp private payroll report. a lot of speculation about this building and what
now standing $100 billion away overtaking microsoft to become number one. >>> the video stock surge in the private payroll reports lifting the broader markets with the s&p and nasdaq hitting all-time highs. >>> european central bank front and center this morning expecting the rate cutting. we are live with the preview. >>> and a crack unidown on rece deals. >>> and boeing ceo dave calhoun is called to capitol hill to testify. it's thursday, june 6th,...
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Jun 25, 2024
06/24
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so for microsoft, that means letting more companies in.tage by packaging teams with other tools in office 365. yesterday, it was apple. regulators accusing it of violating competition rules through the app store policy. next, it could be another mega cap the eu has deemed a gate keeper. investors don't seem to be worried, not that they have been in the past. both apple and microsoft shares are higher since the charges, but they might want to take note, this could be a new chapter european regulation that it's quicker, more nimble and could lead to tens of billions in fines. under the dma, gate keepers could be faced up to 10% of annual revenue, that could be $21 billion for microsoft. for apple, almost $40 billion. alphabet, meta and amazon, these are the other gatekeepers they're taking t. their fines also potentially tens of billions. the largest fine ever imposed by eu regulators on a tech company so far, only about $5 billion in 2018 against google. and that was kind of thought of as a parking ticket back then, not hugely significant.
so for microsoft, that means letting more companies in.tage by packaging teams with other tools in office 365. yesterday, it was apple. regulators accusing it of violating competition rules through the app store policy. next, it could be another mega cap the eu has deemed a gate keeper. investors don't seem to be worried, not that they have been in the past. both apple and microsoft shares are higher since the charges, but they might want to take note, this could be a new chapter european...
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Jun 18, 2024
06/24
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the free cash yield for microsoft is looking expensive.e spending ties up with what they're able to actually enhance their capabilities by and how is that actually processed into sales for the companies and how is that realized? how long will it take? >> it is a wait and see. hannah and steve, thank you. >>> coming up here on "worldwide exchange," the slide in shares of gamestop are continuing this morning. what the company is doing little to reassure customers about the path forward. >>> and looking at shares of nextera energy. it will sell $2 billion in equity as the pre-market adds to the stock losses this month which is nearly 10% ahead of the chors. mu me "worldwide exchange" coming up after this. stay with us. >> announcer: sectornomics is sponsored by sector spdr etfs. ♪♪ ♪♪ ♪♪ chewy, a citi client, uses citi's financial expertise to help drive its growth and keep its supply chain moving, so more pet parents can get everything they need... right when they need it. keeping more pets, and families, happy. ♪♪ for the love of moving our
the free cash yield for microsoft is looking expensive.e spending ties up with what they're able to actually enhance their capabilities by and how is that actually processed into sales for the companies and how is that realized? how long will it take? >> it is a wait and see. hannah and steve, thank you. >>> coming up here on "worldwide exchange," the slide in shares of gamestop are continuing this morning. what the company is doing little to reassure customers about...
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Jun 10, 2024
06/24
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ai products but microsoft ai features itself is facing backlash.to dierdre bosa about that. >> there is an idea in generative ai that shoe launch and iterate. generative ai needs to be tested in the wild and we've seen that from open ai and microsoft and google and which has a bold and responsible strategy when the wave kicked off. you mentioned that microsoft is on damage control ahead of the debut of co-pilot plus pcs. and the most exciting feature, it is a game changer, with the future of pcs, it surges out it is a hacker's dream come true and give access to the underlying data. so google's ai overviews forced it to make some changes. the launch and iterate strategy, it is at odds with what we know of tim cook and his team. apple likes to perfect its products as ed just said and distribute among the massive install base. investors were becoming impatient, rivals like ai are pushing out samsung ai devices and are we looking at cautious apple willing to catch up in the ai arms race? so far we haven't seen this. we know they will get to artificial
ai products but microsoft ai features itself is facing backlash.to dierdre bosa about that. >> there is an idea in generative ai that shoe launch and iterate. generative ai needs to be tested in the wild and we've seen that from open ai and microsoft and google and which has a bold and responsible strategy when the wave kicked off. you mentioned that microsoft is on damage control ahead of the debut of co-pilot plus pcs. and the most exciting feature, it is a game changer, with the future...
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Jun 25, 2024
06/24
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and microsoft is not exactly a replacement.re here that the taxpayers paid for is wildly overbuilt. microsoft is going to collect its own big tax break from the state for building its data center here. it will pay $50 million for the land that the taxpayers bought for foxconn. but, because foxconn had first refusal on that land, that $50 million will go not to the taxpayers, but to foxconn. guys? >> and how many people will this microsoft plant supposedly employ compared with the tens of thousands or more than 10,000 as i believe you said that were to have been employed at the foxconn installation? >> reporter: yeah. supposed to be 13,000 jobs at foxconn. microsoft will they say employ about 2,000. foxconn at this point does have a little about 700 and some employees here in wisconsin. so, they are not anywhere close to where they thought they were going to be. >> how did foxconn get the land and therefore get the proceeds from the 50 million that microsoft is going to pay allegedly -- look, to the county but it goes to foxconn
and microsoft is not exactly a replacement.re here that the taxpayers paid for is wildly overbuilt. microsoft is going to collect its own big tax break from the state for building its data center here. it will pay $50 million for the land that the taxpayers bought for foxconn. but, because foxconn had first refusal on that land, that $50 million will go not to the taxpayers, but to foxconn. guys? >> and how many people will this microsoft plant supposedly employ compared with the tens of...
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Jun 17, 2024
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microsoft needs china to grow. needs microsoft to continue to grow their western powers as as well that hasn't been growing since we added them to the wto. i'm interested to hear your thoughts on what happens from the western side of things, are they going to continue to become more westernized? >> definitely not. what we're seeing is xi jinping trying to make china more self-sufficient. he's wall off the country, he's promoting xeno phobia, you shouldn't be surprised when you see chinese citizens attack american as you've seen a couple weeks ago. china is moving in a direction which is extremely dangerous. you know, they need microsoft right now as you point out. but the point is that they are trying to develop alternatives to microsoft so they can get rid of them, just as they've gotten rid of other foreign companies they no longer needed after the self-sufficient sigh drives. -- self-sufficientcy drives. cheryl: they copy the technology and do it themselves. this is going on for decades. it's not that the ceos w
microsoft needs china to grow. needs microsoft to continue to grow their western powers as as well that hasn't been growing since we added them to the wto. i'm interested to hear your thoughts on what happens from the western side of things, are they going to continue to become more westernized? >> definitely not. what we're seeing is xi jinping trying to make china more self-sufficient. he's wall off the country, he's promoting xeno phobia, you shouldn't be surprised when you see chinese...
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Jun 15, 2024
06/24
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and, in fact, microsoft says that their emissions have increased by 30% since 2020.sort of calculations? from our perspective, we are still on track with our goals for our 2030 no—emissions target that we have. six years. carbon neutral. yes. and you've already said that 70%... so far, right? 74% of the energy. 74% of our data centres today are using renewable energies. that's ibm's data centres. yes. correct? yeah. do you put pressure on the other data centres that you're a customer of? well, yes, of course. we put a lot of sustainability practices in everything that we do, all across not only how we build our software, we hold our partners to a higher standard in their sustainability efforts as well. and can i ask you this? what other areas has ibm done to help mitigate the environmental impact of... well, it's a cloud business, you know. yeah, when you look at especially in the ai space, some of the things that we're seeing in the market, to be able to have and minimise the environmental footprint, there are really four things that we see in the market. first is r
and, in fact, microsoft says that their emissions have increased by 30% since 2020.sort of calculations? from our perspective, we are still on track with our goals for our 2030 no—emissions target that we have. six years. carbon neutral. yes. and you've already said that 70%... so far, right? 74% of the energy. 74% of our data centres today are using renewable energies. that's ibm's data centres. yes. correct? yeah. do you put pressure on the other data centres that you're a customer of?...
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Jun 14, 2024
06/24
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apple overtakes microsoft for the first time in nearly 100 days.e ask technical guru katie stockton if that rally has sticking power. elon musk reveils in a pay package vote in austin, texas. former president trump makes his return to washington, d.c. with meetings with business leaders and lawmakers. it is friday, june 14th, 2024. you're watching "worldwide exchange" on cnbc. good morning. thank you for joining us on this friday morning. we will get you ready for the trading day ahead and a check of the u.s. stock futures with both the s&p and nasdaq once again sitting at all-time highs. look at the futures. pretty interesting pick picture he here. dow is down. it seems to be the trend recently. we saw the s&p dip very slightly into negative territories. megatech is keeping the rally alive with best secretary since in november. look. tech moving higher for the week up about 6%. we also want to take a look at the bond market. yesterday's report on producer prices unexpectedly showed a decline in yields now at the lowest level since early april. tak
apple overtakes microsoft for the first time in nearly 100 days.e ask technical guru katie stockton if that rally has sticking power. elon musk reveils in a pay package vote in austin, texas. former president trump makes his return to washington, d.c. with meetings with business leaders and lawmakers. it is friday, june 14th, 2024. you're watching "worldwide exchange" on cnbc. good morning. thank you for joining us on this friday morning. we will get you ready for the trading day...
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Jun 18, 2024
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microsoft's an american company. meta is an american company. these multi-trillion-dollar companies that are spending tens of billions of dollars on r&d and capex are doing this in america, because we have the world's greatest capital markets. and we're the envy of the world. imagine if all of these companies were listed in europe. think about how different that world would be, or in asia. so there are a lot of great things to celebrate in this country. >> the regulatory aspects alone would perhaps make you shudder. obviously, there are, you know, headwinds here, at least, you know, verbally, and we'll see what happens from a regulatory standpoint. but your point is well taken. i notice, and it's always hard to judge holdings by virtue of 13fs, because they're outdated. small caps. do you like small caps here, when you talk about looking for value in the market. we have debates on the network all the time. are skmmall caps a good investment, are mid-caps a good investment without the rate cuts that are going to come anyway? >> we've been a big b
microsoft's an american company. meta is an american company. these multi-trillion-dollar companies that are spending tens of billions of dollars on r&d and capex are doing this in america, because we have the world's greatest capital markets. and we're the envy of the world. imagine if all of these companies were listed in europe. think about how different that world would be, or in asia. so there are a lot of great things to celebrate in this country. >> the regulatory aspects alone...
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Jun 19, 2024
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oh ran is won this notion of with microsoft can go into other domains.ng that you got to trust and verify. sometimes you're talking about within the ai space some the crown jewels in terms of the algorithms on some of those i actually feel about possibilities of pushing huawei out over the next couple of years than i did two years ago. >> krista from the monitor. you might left for. >> thank you s doing a great job. i went t ask about somethi home. the number of six months he sees national security threat from the situation at the border. but the arrest the suspected isis and ties. i am on it vantage point on the intelligence committee to what extent you think this significant threat? how does it compare with other national securities? >> i threat. i am monitoring it very, very closely. nothing would be more devastating. i do think we have leaned forward on the attack moscow and st. petersburg. it is one of t why i am glad the president took the action on title 42 typeorder is a mess. >> is it exaggerating things to say we seeing something? >> we are we
oh ran is won this notion of with microsoft can go into other domains.ng that you got to trust and verify. sometimes you're talking about within the ai space some the crown jewels in terms of the algorithms on some of those i actually feel about possibilities of pushing huawei out over the next couple of years than i did two years ago. >> krista from the monitor. you might left for. >> thank you s doing a great job. i went t ask about somethi home. the number of six months he sees...
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Jun 10, 2024
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microsoft leading us higher from a points perspective.ds its daytrading, what a political upheaval a day of trading it has been prayed concerns about macron calling that legislative vote and yields pushing up. we are looking at bitcoin about 3/10 of a percent. still gathering a little bit. near that record high. have a look at what's happening on the individual movers looking at nvidia. we are now up more than a percentage point higher. selling off into that move on thursday and friday. currently 1.5 points higher. 10% of where we are trading back on friday. looking at apple, currently down by 7/10 of a percent. we have built in crescendoed market capitalization into today which is wwdc. we want to understand will -- what we will be getting from apple. we want to bring in cara lena for what to expect. a whole host in the way developers will be able to innovate across apple would also what the consumer might want to buy a new phone for. what are you excited for? carolina: absolutely, i think you are spot on in today being about the develop
microsoft leading us higher from a points perspective.ds its daytrading, what a political upheaval a day of trading it has been prayed concerns about macron calling that legislative vote and yields pushing up. we are looking at bitcoin about 3/10 of a percent. still gathering a little bit. near that record high. have a look at what's happening on the individual movers looking at nvidia. we are now up more than a percentage point higher. selling off into that move on thursday and friday....
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microsoft's new a.i.s. cyber security experts are sounding the alarm on the program, called microsoft recall, meant to help users retrieve relevant information from their search history. so this is a company's summary of the tool, says trying to remember the name of the korean restaurant your friend mentioned, well, just ask recall and it retrieves both text and visual matches for your search. microsoft says the screen shots are stored internally on the device and cannot be assessed by outsiders. microsoft shares relatively flat the premarket at 415, 80. it's supposed have a photographic 34e7 memory so youn remember what you looked up. stop giving me the eyes. who is to say microsoft is actually going to be able to store this on your device and nobody else is going to be able to get in? >> why are they doing it? i don't understand the point. >> what about law enforcement? will they be able to demand that you turn over your phone and there's all your conversations with, i don't know, your boogie or somethi
microsoft's new a.i.s. cyber security experts are sounding the alarm on the program, called microsoft recall, meant to help users retrieve relevant information from their search history. so this is a company's summary of the tool, says trying to remember the name of the korean restaurant your friend mentioned, well, just ask recall and it retrieves both text and visual matches for your search. microsoft says the screen shots are stored internally on the device and cannot be assessed by...
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Jun 11, 2024
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money going into microsoft.hat this chatgpt technology is going to be pushed out to the end of the year, a couple hundred million folks. that's good news. >> steve, i'm going to push back on that. because there's two pieces to this. just because there's queries on the microsoft cloud doesn't mean that there's economics to microsoft. in fact, the truth is, there could be cost to microsoft. if, in fact, apple is not paying openai and there's a big question, that's why i was asking about sort of how this is all being arranged, if openai is not paying for this privilege and apple is not paying openai, it actually costs them to do this. >> right, exactly. >> and you could have made the argument that they were going to be able to train on this data from -- you said,thal have access to all of these phones. well, if they can't train on the data -- >> they're not going to have access to the phones though. >> -- it's unclear what the value of having all of these folks attached to this really are, unless you believe this i
money going into microsoft.hat this chatgpt technology is going to be pushed out to the end of the year, a couple hundred million folks. that's good news. >> steve, i'm going to push back on that. because there's two pieces to this. just because there's queries on the microsoft cloud doesn't mean that there's economics to microsoft. in fact, the truth is, there could be cost to microsoft. if, in fact, apple is not paying openai and there's a big question, that's why i was asking about...
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Jun 18, 2024
06/24
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microsoft beating apple to the punch, launching new ai pcs. >> it's a big day for microsoft. weeks seeing the announcements from the biggest companies in the ai game, but starting today, microsoft kicking off the artificial intelligence hardware race, launching about a dozen models of new ai computers, months before apple switches on its ai features for iphones. that's what we heard about last week. big part of microsoft's ai pc push is saying its latest devices outperform macs. they call co-pilot pcs. they're designed to process ai tasks on the device instead of over the internet. a lot is thanks to qualcomm shipping its first-ever pc chips in the new kco-pilot computers. the hope here is of course, ai-pcs will help the market grow again after the post-pandemic slump. microsoft said it expects 50 million co-pilot plus pcs will ship this year. nearly 242 millionly pcs shipped in 2023, ai pcs going to be a tiny fraction of new computers bought this year. what can they do? what's the whole point of an ai-pc. in this case, they run a different version of windows 11 with more art
microsoft beating apple to the punch, launching new ai pcs. >> it's a big day for microsoft. weeks seeing the announcements from the biggest companies in the ai game, but starting today, microsoft kicking off the artificial intelligence hardware race, launching about a dozen models of new ai computers, months before apple switches on its ai features for iphones. that's what we heard about last week. big part of microsoft's ai pc push is saying its latest devices outperform macs. they call...
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Jun 11, 2024
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for us at microsoft, that's all about partnering with others.with g-42, our most important partner for investing in kenya. and a billion-dollar commitment to build a data center run entirely on green geothermal energy. [applause] get more into it, but it's about connectivityt security. it is about putting a.i. to work not only in english, but in swahili, with a swahili-english large language model. it's about making kenya a trusted hub for all of east africa, with a trusted data zone being put together with the help of the kenyan government, all of this with the support of the u.s. and the u.a.e. governments as well. >> that's tremendous. thank you so much. that's quite a connection to kenya indeed. we are going to be joined by our esteemed panelist in a moment but let me turn to dr. james, someone who is an eminent person and needs no introduction. but would you tell us about the work that equity group holdings is leading not just in kenya but on behalf of the continent, just a brief introduction? >> thank you very much. equity group is a finan
for us at microsoft, that's all about partnering with others.with g-42, our most important partner for investing in kenya. and a billion-dollar commitment to build a data center run entirely on green geothermal energy. [applause] get more into it, but it's about connectivityt security. it is about putting a.i. to work not only in english, but in swahili, with a swahili-english large language model. it's about making kenya a trusted hub for all of east africa, with a trusted data zone being put...
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Jun 16, 2024
06/24
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we go a long way ck with microsoft, an outfit we know well.onating billions of microsoft previously announced $5 billion in digital infrastructure including this is because the g-7 and our partners have tuns for sound investments in infrastructure. we#pg3 mobilize our own capitald create efficient ways to derisk projects so the private sector can get on board more easily. g. that's not just u.s. companies. durk the7 ng a range of issues. clean energy, economic development, global security, food security, migration, digital connectivity and progress across all of these our challenges. every one of them. i remember when i infrastructure bill at home, they said we could was only30 it's having an impact on de in a sense because we're talking about the world. year.day we begin p.g.i.'s third i would hope we can keep up the momentum. let's keep findingpp invest in , digital and energ infrastruck -- infrastructure. other and the private sector to mobilize even more capital,k bit to trillions that are needed. that's what's going to be needed. to close
we go a long way ck with microsoft, an outfit we know well.onating billions of microsoft previously announced $5 billion in digital infrastructure including this is because the g-7 and our partners have tuns for sound investments in infrastructure. we#pg3 mobilize our own capitald create efficient ways to derisk projects so the private sector can get on board more easily. g. that's not just u.s. companies. durk the7 ng a range of issues. clean energy, economic development, global security, food...
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Jun 14, 2024
06/24
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now, apple edged past microsoft on thursday to become the most valuable company in the us.pple stock soared following announcements this week that its newest iphones will include generative ai features, apple's market cap closed at roughly flee 3.2 3.29 trillion on thursday, just beating microsoft's three points to 8 trillion earlier this month the artificial intelligence chipmaker nvidia surpassed apple to briefly become the second-largest public us company. a video now ranks third behind microsoft elon musk has won the largest ceo pay package in us corporate history from tesla shareholders and the numbers are pretty eye-watering, seen as clare duffy has the latest on the historic award the majority of tesla shareholders have voted to approve ceo elon musk's massive compensation package, as well as a bid to move the company's state of incorporation from delaware to texas the vote could mark a big payday for elon musk, the compensation package includes options to buy tesla stock at a reduced price. >> that's worth around $50 billion it also marks a big win for musk sharehol
now, apple edged past microsoft on thursday to become the most valuable company in the us.pple stock soared following announcements this week that its newest iphones will include generative ai features, apple's market cap closed at roughly flee 3.2 3.29 trillion on thursday, just beating microsoft's three points to 8 trillion earlier this month the artificial intelligence chipmaker nvidia surpassed apple to briefly become the second-largest public us company. a video now ranks third behind...
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Jun 20, 2024
06/24
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>> we are an owner of nvidia, microsoft and apple.e do think the stocks have run up quite a bit this year. we are confident there will be a continuation of the momentum in the tech area, especially given all the innovations in a.i. which demonstrated some of the leadership in the market right now. we're going to continue to hold these stocks and probably add to them. >> if people are watching, go to the cnbc stock screener for the rsi numbers. i want to go to the other places to put money in right now. one is in the energy space. you said last year energy was a dirty word, but it switched around. looking at an the data and power demand is expected to move. why is this the right stock to buy right now? >> we own eaton. the ticker symbol etn. they are very important with data centers and energy companies with data transition. a lot of people are talking about the importance of power demand with the iterations of a.i. for example, an a.i. chat search uses ten times energy as a google search. we need to see how much energy we need to get
>> we are an owner of nvidia, microsoft and apple.e do think the stocks have run up quite a bit this year. we are confident there will be a continuation of the momentum in the tech area, especially given all the innovations in a.i. which demonstrated some of the leadership in the market right now. we're going to continue to hold these stocks and probably add to them. >> if people are watching, go to the cnbc stock screener for the rsi numbers. i want to go to the other places to put...
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Jun 11, 2024
06/24
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how does this compare to what microsoft or i compare to what microsoft or google are offering? has been seen to be behind? does this now bring it up behind? does this now bring it up to speed? is it now possibly going to move ahead? your thoughts? i going to move ahead? your thoughts?— thoughts? i think it's a very different — thoughts? i think it's a very different business - thoughts? i think it's a very different business model. l thoughts? i think it's a very - different business model. both google and microsoft are in the cloud business, so they are in the large language model business, and they are monetising from services like co—pilots and duet. for apple, everything is free because they monetise from the hardware. so it's hard to make a comparison. there is no question that being more personal will drive more engagement from a user perspective. engagement from a user perspective-_ engagement from a user perspective. 0k. well, it's aood perspective. 0k. well, it's good to — perspective. 0k. well, it's good to get _ perspective. 0k. well, it's good to get your _ perspect
how does this compare to what microsoft or i compare to what microsoft or google are offering? has been seen to be behind? does this now bring it up behind? does this now bring it up to speed? is it now possibly going to move ahead? your thoughts? i going to move ahead? your thoughts?— thoughts? i think it's a very different — thoughts? i think it's a very different business - thoughts? i think it's a very different business model. l thoughts? i think it's a very - different business model....
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Jun 10, 2024
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>> you know, steefbl kind of hits this point, microsoft is seeing much more dramatic gains this year than apple has. yes, apple is near that record. but they haven't seen the kind of growth that those people who, those companies that really embrace the ai technology, at least publicly, have received. so, really, the concern here is that if they don't get on that bandwagon, what will happen to the stock after that fact, right? we've seen the run-up ahead of this. if it doesn't impress wall street, that could be a problem. >> apple shares are heading toward session highs as tim cook himself haz just spoken about ai, let's take a quick listen. >> the outcome reflects the principles at the fore of our products. it has to be powerful enough to help with the things that matter most to you. it has to be intuitive and easy to use. it has to be deeply integrated into your product experiences. most importantly, it has to understand you, and be grounded in your personal context, like your routine, your relationships, your communications and more. and, of course, it has to be built with privacy
>> you know, steefbl kind of hits this point, microsoft is seeing much more dramatic gains this year than apple has. yes, apple is near that record. but they haven't seen the kind of growth that those people who, those companies that really embrace the ai technology, at least publicly, have received. so, really, the concern here is that if they don't get on that bandwagon, what will happen to the stock after that fact, right? we've seen the run-up ahead of this. if it doesn't impress wall...
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Jun 13, 2024
06/24
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in this instance, it's microsoft. it's all microsoft. time you're using chatgbt within the ios ecosystem or mac or ipad, it's asking microsoft. that costs money. either microsoft or openai has to pay for that or openai has to take credit from the azure credits it has from microsoft to do it. so it's a really complicated picture there. >> go ahead, sam. >> let me go a step further. this is literally the opposite of the deal that google has with apple for core search. this is the important thing people have to really deeply understand about the different power dynamic here. in the case of google and apple at the core, google is able to pay anal bloody fortune every year to be the exclusive provider. fundamentally, the business model is so strong that they can make that an economically rational deal. this is the opposite. openai is providing a service for free in a small box, with full knowledge that apple can go to any other partner. and instead of it being roi positive activities, they're going to lose a lot of money on every one of those
in this instance, it's microsoft. it's all microsoft. time you're using chatgbt within the ios ecosystem or mac or ipad, it's asking microsoft. that costs money. either microsoft or openai has to pay for that or openai has to take credit from the azure credits it has from microsoft to do it. so it's a really complicated picture there. >> go ahead, sam. >> let me go a step further. this is literally the opposite of the deal that google has with apple for core search. this is the...
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Jun 19, 2024
06/24
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of microsoft. the most valuable coming in with a chips race coming on. companies are ramping up their investment to boost their computing power. this is what we see in the stock overnight, paul. paul: thank you very much. the biden administration is sending an envoy to japan in the netherlands, ramping up the pressure to help in limiting china's ai chip ambitions. for more, let's bring our chief north asia correspondent stephen engle. what do we know? stephen: what we know from sources is that alan estevez, the under secretary of commerce for industry and trade will likely hit the hall and as well as japan and enlist their support, the government support to, i guess you could say, pressure the big chip equipment makers, talking asml in holland and tokyo electron in japan to tighten their export controls. they have enlisted the support of those companies on the big extreme ultraviolet lithography -- lithography machines and exports to china. one thing japan and the netherlands have been less stringe
of microsoft. the most valuable coming in with a chips race coming on. companies are ramping up their investment to boost their computing power. this is what we see in the stock overnight, paul. paul: thank you very much. the biden administration is sending an envoy to japan in the netherlands, ramping up the pressure to help in limiting china's ai chip ambitions. for more, let's bring our chief north asia correspondent stephen engle. what do we know? stephen: what we know from sources is that...
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Jun 25, 2024
06/24
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FBC
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microsoft getting closer to 450.ith their cyber trucks but the stock is up a fraction. what's the problem? lauren: two recalls so two different problems about 11,000 cyber trucks called back for a failure of the windshield wiper that could reduce visibility. another 11,000 because the trim in the trunk bed could become loose and then dangerous for drivers behind the cyber truck. usually, you can fix this stuff over-the-air but in these cases, you have to bring the cyber truck into get it fixed. this is their fourth recall since the cyber truck went on sale at the end of november. stuart: but the stock is up a fraction. lauren: and i don't, the stock is up, but this seems to be almost every cyber truck delivered. stuart: okay, let's move on from there. microsoft, now they've been hit with an anti-trust charge from the european union. lauren: here we go again. stuart: the europeans want more money from us? lauren: yeah, eu regulators say microsoft is working with them but has not done enough to un bundle teams, microso
microsoft getting closer to 450.ith their cyber trucks but the stock is up a fraction. what's the problem? lauren: two recalls so two different problems about 11,000 cyber trucks called back for a failure of the windshield wiper that could reduce visibility. another 11,000 because the trim in the trunk bed could become loose and then dangerous for drivers behind the cyber truck. usually, you can fix this stuff over-the-air but in these cases, you have to bring the cyber truck into get it fixed....
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Jun 12, 2024
06/24
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a number of tech stocks hitting a 52-week high including apple, microsoft and nvidia.and market cap with growing optimism ai will spur a rebound in revenue growth. let's also talk about oracle at the bottom hitting a record high after reporting better-than-expected bookings and announcing partnership deals with google cloud as well as one with microsoft and openai. oracle shares up a most 10% on the day. the s&p 500 is higher more than 1% even more so if you look at the nasdaq 100 with big tech leading the charge. the bulk of news on the cpi front, cpi coming in flat on a monthly basis in may. now coming up, ross gerber joins bloomberg technology next. that does it for bloomberg markets. i'm katie greifeld, and this is bloomberg. ♪ want to save on some of the biggest names in streaming on the network made for streaming? x marks the spot. now you can add the new xfinity streamsaver™ that includes netflix, peacock, and apple tv+. that's xfinity streamsaver™ for just $15 a month. all your favorites. all in one place. only from xfinity. for more watching and less spending.
a number of tech stocks hitting a 52-week high including apple, microsoft and nvidia.and market cap with growing optimism ai will spur a rebound in revenue growth. let's also talk about oracle at the bottom hitting a record high after reporting better-than-expected bookings and announcing partnership deals with google cloud as well as one with microsoft and openai. oracle shares up a most 10% on the day. the s&p 500 is higher more than 1% even more so if you look at the nasdaq 100 with big...
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Jun 15, 2024
06/24
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welcome. >> thank you. >> would you talk to us about the connection microsoft has kenya?'ve been in kenya a long time. it's been a huge source of development than 500 employees software africa development center in nairobi. well. this has been an extraordinary week and it think it's just so fitting that today is the cap stone for it. out, i think, investment that is being driven, not just by thel the future, but the reality of the present. for us at all about partnering with others. it starts with the g-42, our most important partner for investing inenya. and a billion-dollar commitment to build a data center run green geothermal energy. know kendra will get more into it, but it's about conne it's about skilling, it's about securi a.i. to work not only in english swahili, with a swahili-english large language model. it's about making kenya a trusted hub for all oeast africa, with a trusted data zone being put together with the help of the kenyan government, all of upport of the u.s. and the u.a.e. governments as well.you so much. that's quite a connection to kenya joined
welcome. >> thank you. >> would you talk to us about the connection microsoft has kenya?'ve been in kenya a long time. it's been a huge source of development than 500 employees software africa development center in nairobi. well. this has been an extraordinary week and it think it's just so fitting that today is the cap stone for it. out, i think, investment that is being driven, not just by thel the future, but the reality of the present. for us at all about partnering with others....
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apple, microsoft on the downside is. the 10-year treasury yield too, that's a little higher but right there at 4.300%. it is the 80th anniversary of d-day when allied troops stormed the beaches of normandy. that's where we find our own martha maccallum who joins me now. martha, set the scene for us, please. >> yep, i hear ya. i'm ready. stuart: okay. martha, i just introduced you. set the scene, please. >> hi there, stuart. it is so great to be with you. this has just been an absolutely extraordinary day here, and we watched all throughout today as world war ii veterans came by us, some walking, some in their wheelchairs into their place with their a families, with their grandchildren. and it was a very moving ceremony as this played out. you know, we heard from president biden, he talked about a the commitment if to democracy, he talked about a never turning your back on democracy. he talked about a ukraine and the threat that it faces from russia. you know, we look at it both in terms of the 80th anniversary, what happ
apple, microsoft on the downside is. the 10-year treasury yield too, that's a little higher but right there at 4.300%. it is the 80th anniversary of d-day when allied troops stormed the beaches of normandy. that's where we find our own martha maccallum who joins me now. martha, set the scene for us, please. >> yep, i hear ya. i'm ready. stuart: okay. martha, i just introduced you. set the scene, please. >> hi there, stuart. it is so great to be with you. this has just been an...
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Jun 17, 2024
06/24
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CNBC
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even microsoft.as been around it's going to grow 20% earnings this year. incredible. and even apple which has not been a favorite this year but has come back recently, also 10% gains. when you look at the broader indexes, it's no wonder it's about growth. s&p growth up 23% dragging everything along with it in the major indices. there's the s&p up 14% and we whine ain't the equal weight index up 4%, but that's not even a surprise here. if you look at value, value is actually up this year. remember the stock market averaged 5, 6, 7% a year not a terrible year but just value is looking wimpy compared to what technology is doing. there's your mid cap up 4% and the russell which has a tough time in any kind of higher interest rate environment was earlier in the year is always subways here. it's true, it's a two markets. one is extraordinary. maybe once-in-a-lifetime and everything else is just kind of chugging along behind it. i guess my point here is, it's not -- we're not having a bad year ex-technology
even microsoft.as been around it's going to grow 20% earnings this year. incredible. and even apple which has not been a favorite this year but has come back recently, also 10% gains. when you look at the broader indexes, it's no wonder it's about growth. s&p growth up 23% dragging everything along with it in the major indices. there's the s&p up 14% and we whine ain't the equal weight index up 4%, but that's not even a surprise here. if you look at value, value is actually up this...
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Jun 14, 2024
06/24
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CNBC
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underperformed microsoft by almost 30% year-to-date.recommending it at these levels. we think mid-500s is a reasonable place. we're looking for more momentum in the class. last night we saw a good upside but that came from the document cloud side. to getconfidence the company is really monetizing a.i. and starting to extend their lead on the creative side, we're looking for a stronger result from the creative cloud side of the business. >> when you say the creative cloud side, which products are we talking about? >> things like photoshop, adobe end design. creative flagships products designed for those professionals in the creative space. >> how do you think about them versus canva, versus -- a bunch of folks that are trying to eat at the heels of adobe, trying for a very long time now. >> yeah. that's right. we were actually just out at the canva flagship conference a couple months ago. the company has a lot of momentum. thinking about adobe, a company that's historically had a monopoly on this market and for the first time addressing
underperformed microsoft by almost 30% year-to-date.recommending it at these levels. we think mid-500s is a reasonable place. we're looking for more momentum in the class. last night we saw a good upside but that came from the document cloud side. to getconfidence the company is really monetizing a.i. and starting to extend their lead on the creative side, we're looking for a stronger result from the creative cloud side of the business. >> when you say the creative cloud side, which...
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Jun 26, 2024
06/24
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you see companies like aws, microsoft, they're building their own silicon. a compelling forecast and able to deliver $7 billion of their series. nvidia has a distinct advantage. out of the gate early. jensen has been on basically the stage of every major oem, every major software provider in the last year plus. they're building their whole a.i. solution around nvidia. so, when you look at how this is going to proliferate, i think if you're looking for the risk, it's all about that second network of fact. it's do people start consuming this? are people going to pay more for service now subscriptions and salesforce? are the google users that are getting searched going to depend on an nvidia trained model or something trained by model? if these companies can show the same capabilities, there might be opportunity for competition. i think the market grows. competition comes into play but not at a big cost to nvidia. that's why i see the growth continuing. >> what about what are the risks of double ordering? everybody is trying to get a chip. we've seen this in th
you see companies like aws, microsoft, they're building their own silicon. a compelling forecast and able to deliver $7 billion of their series. nvidia has a distinct advantage. out of the gate early. jensen has been on basically the stage of every major oem, every major software provider in the last year plus. they're building their whole a.i. solution around nvidia. so, when you look at how this is going to proliferate, i think if you're looking for the risk, it's all about that second...
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Jun 3, 2024
06/24
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BLOOMBERG
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shift from microsoft changing to the ai p.c. we have been bringing the ecosystem along. it is not only the printers, the docking stations, the games. we have been working with microsoft to have the top 1200 games optimized on the platform. it is really about the future of the windows ecosystem. the thing to think about is not only will you be able to work the old printer but you will be able to do things you were not able to do before with your old p.c. ed: we recognize the following snapdragon xle has. on any social media platform, i see it. they still dominate the traditional sales channels for p.c. qualcomm is in a different part of its history. do you think you can take them on in those channels where they are entrenched? >> on the r&d, i beg to differ. i think the performance leadership is clearly within the windows ecosystem. looking on the cpu performance, developed by qualcomm, the fastest one out there. the ai injury is only possible on the qualcomm platform -- the ai entry is only possible on the qualcomm that form so
shift from microsoft changing to the ai p.c. we have been bringing the ecosystem along. it is not only the printers, the docking stations, the games. we have been working with microsoft to have the top 1200 games optimized on the platform. it is really about the future of the windows ecosystem. the thing to think about is not only will you be able to work the old printer but you will be able to do things you were not able to do before with your old p.c. ed: we recognize the following snapdragon...