thanks. >> deirdre bosa the stock is down 8.6%. as deirdre was talking i was. >> thinking a little bit. >> so what do we make of the quarter karen. especially given the stock was up into the results. >> yeah. so the stock was up sharply into the results. the last two weeks. >> but i mean. there's some stuff not to like here. and google's. >> a big position for me. and you know so this is not delightful. >> but i. >> think some puts and takes i thought the advertising business was fine if. >> you. >> were afraid there, i don't think it was anything to really be afraid of that. >> that capex which you talked about. >> that is a very big. >> change when we still. >> haven't fully gotten our arms around. what is the promise of all of that spend right on the flip. so google cloud was about $250 billion light. on the flip side youtube $250 billion above. so i don't know those two things. even though the same amount of money they don't seem to have the same weight. the cloud is much more of a focus here. so the last 3 or 4 points down, i

deirdre just set it up for us on alphabet. what are we looking for and why is the street getting optimistic? >> so alphabet. >> is such a noisy print, right? because you've got the bread and butter, which is, of course, the core search advertising business. but they're trying to turn this massive ship and really gain credibility in ai. and i mean, all the tools are there. it has the technical talent. it has the technology breakthroughs, it has the distribution, but people just haven't adopted it in the same way as a chatgpt and now even a deep sea. so sundar pichai, the ceo, has said that this year he wants to get 500 million people using gemini, the gemini app, which is its chatbot. so really, this is kind of like a prove it year for google. if you think that ai is the most important race, they have to continue to stay ahead in terms of the technology, but they also have to get users to adopt it. capex is also going to be very interesting, right? in a post deep tech world, you saw meta and microsoft. they're not scaling back

deirdre. thanks, deirdre. bosa.esident said earlier this hour that elon musk only acts once he's given approval. but many wonder if the ceo has too much influence in washington and over competitors to his own benefit. will he face more public pushback going forward that could constrain his influence? and how much will shareholders put up with for days like today? for more, let's bring in ed mills, washington policy analyst at raymond james. ed, the early line was that musk was the biggest winner from trump's election and that his political pivot, his ownership of twitter, it was all brilliant. it had created hundreds of billions of dollars of wealth for him seemingly overnight. are we playing that in reverse now? >> well. >> when you look at the. >> year to date and kind of. >> election to date. >> impact on elon. >> musk, it's. >> still pretty positive there. >> kelly. >> and you know, when you come to washington dc, what you. >> want the most is power. >> and it is. >> very clear that he has. >> that right now. >>

deirdre, thanks. appreciate it. deirdre bosa it's a mega valuation.ress gearing up for a taxing battle after the president laid out his plan to the republican conference. we'll dig into the specifics, the potential end of the carried interest loophole and the impact all of this will have on the deficit. that's next. >> techcheck is sponsored by >> techcheck is sponsored by comcast at ameriprise financial, we know our clients are so much more than clients. they're conquerors and champions, and what matters most to them matters most to us. it's no wonder we have a 4.9 out of 5 client satisfaction rating. ameriprise financial. >> for 20 consecutive quarters of revenue growth in a $2 trillion electrification market. meet connect m nasdaq cntm, whose patented technology platform manages 120,000 all electric assets worldwide, with revenue surging over 1,100% since 2020. connect m solutions delivers 60% energy savings for its customers, backed by 41 oem partnerships, 32 service partnerships, 32 service providers and ten patents. (vo 1) when you really philos

deirdre thanks deirdre bosa in techcheck.up, if you're waiting for those robo taxis well we've got some robo trucks for you. one company just delivered their first ones to help automate an industry. the ceo joins us to explain next. >> techcheck is sponsored by comcast business. powering comcast business. powering possibilities. your record label is taking off. but so is your sound engineer. you need to hire. i need indeed. indeed you do. our advanced matching helps find talented candidates, so you can connect with them fast. visit indeed.com/hire >> chronic sleep disorder affects an estimated 70 million americans. now a texas based nasdaq company called nextgen stock symbol nclh has developed a groundbreaking solution to address this multi-billion dollar sleep problem. next lens neurostimulation technology could solve america's chronic insomnia problem, and that would be worth a fortune. sometimes small companies disrupt an small companies disrupt an entire as your host, i have some rules. two flush maximum per bathroom visi

deirdre bosa has more for us. deirdre. >> what are you watching? >> so as usual kelly, there is a lot of noise around alphabet. it's all about its ai edge as you correctly said. but these competing themes, especially regulation, threaten to take the focus away from that most important battle overnight a new monopoly probe in china, even if that doesn't amount to much, add it to the list of lawsuits and investigations happening at home and abroad. in europe, google's bigger uphill ai battle. on paper, the company has everything it needs to succeed distribution, cutting edge technology, top tier talent and deep pockets. but ai dominance. it's not just about capability, it's about adoption. and google has always struggled to get people to actually. use its model, even the consumer facing versions of it. as of this morning, deep sea still holds the number one spot in the app store. chatgpt is second. gemini doesn't even break the top ten at number 16. and so the mission this year is simple ceo sundar pichai. he wants half a billion people using gemini

it's good to see you, deirdre. thanks as well. ivan cerini of fruit and our own deirdre bosa.we're sifting through the streaming headlines with disney reporting a decline in subscribers in their first quarter. and they see another modest drop ahead. while fox is planning to get into the streaming game by year end, at least in terms of the paid one. and wolf research has a suggestion for comcast, it says could unlock up to 60% upside for shareholders. we'll dig into all of that with b of a's jessica reif ehrlich next. >> techcheck is sponsored by comcast business. powering possibilities. >> nothing stands still. not technology, not the market, and not franklin templeton. >> we've been a firm in motion for over 75 years. >> always innovating. >> today, we're. >> a leader in. >> public and private. >> markets, digital assets. >> and custom tax management, empowering advisors with solutions to build the. >> portfolios of. >> the future today. >> franklin templeton. >> your trusted. >> partner for what's ahead with the fundrise. flagship fund. you can. >> invest in the. same kind o

deirdre bosa on alphabet's post earnings ugliness. and christina partsinevelos on nvidia's strong session as amd pulls back today. steve, we'll begin with you. this headache that just won't go away. >> did you just downgrade it from earlier from a migraine. scott it was a migraine on halftime report. anyway, here's what's going on with the shares here. today we see the shares down about half a percent. now this is from a bloomberg report overnight saying that china app store is being investigated. this is over those 30% fees that apple charges. this is the same kind of investigations and lawsuits and so forth. we've seen all around the world, including here in the united states and in europe. and what's at risk here is, of course, the app store revenue that plays into the services and overall margins that we've seen at apple that continue to grow. all of those things have been picking up the slack for sluggish iphone sales, especially in china. that is going to be a big worry here. bank of america had a good note out on this this morn