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despite a strong set of holiday profits from the online retail giant. cloud computing unit — amazon web servicesss andy jassy most of that going on artificial intelligence. to live up to them. american consumers keep and there is no spending and there is no indication in their outlook iii!!!— that there are fundamental the health of the issues with the health of the consumer or the consumer they would outlook or that they would be facing it really a :.:=: of �* business, icircle of their business. and largest circle of their business. and largest source of their so, i think became a bit tidy expectations became a bit tidy in recent weeks and we saw in their to run up in their share price over the last of weeks. now, i think the reality has set in that they are some that they are facing some headway as i from the that was a 7 that was a main currency. that was a main factor for weaker factor cited for the weaker outlook for wine. this japan's prime minister this to hold his first meeting with president trump. the $15 billion dollar takeover of america's biggest so will president trump see things

the company's cloud unit, amazon web services, reported a 19% rise in revenue to around $28.7 billiond google in reporting weak of dollars in al investments and are hungry to reap the returns. that it can be built at a fraction of the cost. amazon, like microsoft, has already made deepseek�*s ai the japanese prime minister, shigeru ishiba, is in steel to buy us steel. administration, but both firms hope president trump will see things differently. our asia business reporter mariko oi has more. also block the deal, but the two companies are definitely trying to save the deal. so, for example, the boss of us steel reportedly met and this, of course, comes one day before with the us president. as you said, joe biden blocked the deal, citing national the previous administration. while the union is against it, not only the leadership and investors of us steel, but even some workers have also started to favour the deal because us steel has been struggling financially and nippon steel has made numerous promises, like investing in its domestic steel mills and protecting jobs. american citizen

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which is essentially a marketplace for foundational models and llms. and include it so that amazon web servicesustomers can realise the best value, just as it aims to satisfy on capital expenditures, and the vast majority of that going towards ai for aws. is now in the $115 billion range for the coming year. accelerate, as i noted. what's going through your mind when you hear or read amazon continues to take commissions from the sales, here in the uk, fears of stagflation are growing — a toxic combination. on thursday, the bank of england cut the uk interest rate to its lowest level for more than 18 months. it was good news for the ball family in selby. to find a cheaper deal. we have been trying to make provisions for it. to make cutbacks and save, but it doesn't take away my view that i think just last november, the bank had predicted that the economy would grow by 1.5% this year. but look at 2025. it picks up next year. yes, yes, yes. no, there have. i pick it up when i go around the country talking to businesses. the increase in the cost of employment does have an effect. since july of last

. >> you know it when i heard like thursday night football sponsored by amazon web services, i didn'tet it. amazon 2017, put little sensors in the shoulder pads and a helmet and it can analyze player movement patterns. it can access. energy are injury risks. it can assess, you know, suggesting relationships that change or rule changes per se. for instance, they did the game-changing kickoff formation. the dynamic kick off with the heat. that just doesn't sit well with me there. thank wayne. i don't understand it. then want drop. right. they have dropped tackle is 20 times more injuries to band. that's right. lot of data. lot i did for amazon web services because begin their money's worth well, apparently it's good for the players, right? they don't get hurt as much >> i appreciate that since you know that i don't watch football or like football or care about football, but i love take today. i appreciate the prop bets that you're going to tell me. and i like a pick these out. so what are my choices? >> i think the first one as well. and you and i can do a little bet here. okay. friendl

companies like amazon web services in the u.s., and also google with google cloud. these are all very strong companies at delivering and providing that backend infrastructure that allows the delivering of ai models to end-users such as yourself. and right now that is a very consolidated marketplace. only a handful of companies can really have the technical acumen and the n financial resources to build out this kind of infrastructure. in china of course, they want to be in leadership as well. they have many companies were really impressive in a lot of ways. ali baba which does a lot of e-commerce work analogous to what amazon does here in the united states is a very strong e-commerce giant and even companies like tencent which provides the dominant social media platform of china, elon musk who now owns ex, formerly twitter and mark zuckerberg who leads meta which includes facebook, instagram and others, both of them have said that they look to tencent and what we chat has done for technical inspiration on new product ideas. so i want to emphasize again, china has som

the ceo says the vast majority of that will be on ai for its amazon web services, or aws product. mazon has been investing in data centers and hardware in response to the ai boom to provide bandwidth for the increase in demand. other tech leaders such as alphabet, microsoft, and meta have also announced tens of billions of spending to meet the increased demand for ai. american importers are stocking up on italian prosecco as the future of tariffs is in the air. president trump has threatened tariffs on mexico and canada, but those have been temporarily paused. but the president has hinted at possible tariffs against the uk and the eu countries. prosecco imports went up by 41% in november after trump was elected. >> importers are front loading their orders in order to bypass the threat of additional duty rates on imports. >> italy exports nearly one quarter of its wine to the u.s. it would be one of the countries hit hardest if a tariff was placed on their goods. so far, though, no tariffs have been placed against any european country. one of the bay area's most popular bagel shops

report, the the e-commerce and tech giant posted a double beat but reported a slight miss on amazon web services' revenue, aws. we've got amazon down 4%. believe it or not, it's just slightly off the lows of the session but kind of getting this once again. the january jobs number missed too, but let's throw all of these hot potatoes to the floor show, senior portfolio manager jason katz, he's here along with palantir perma-bull keith fitz-gerald who once again is right, right and right. jason, is the market reacting, i don't think, to the january jobs report? if it looks trivial and unemployment rate dipped which shows a robust labor picture. so is it the tariff headlines or something else? >> it's a culmination of all of the above. clearly, we have a healthy job market. the u-mich sentiment numbers were the fifth highest over, what, 15 years? and by a -- liz: inflation expectations. >> the expectation, full percentage point over the previous reading. so what do you do if you're the fed with that information? you sit on your hands. so trump and company, bessent and company, they have their hands

amazon web services, of course, in focus, which is around 50% of profit for amazon, posted revenue more or less in line with estimates. but i think given the optimism around this part of the tech giant's story, its business, the market really wanted a bigger beat as well. and of course, all eyes on capex. that's the theme of this earnings season. amazon saying it will spend $100 billion this year, mainly building out data centers and investing in ai that's bigger than microsoft reported and alphabet as well. now, ceo andy jassy, on the earnings call, called ai a once in a lifetime opportunity as a way to justify to investors that spending. but of course, deep seek has sparked concerns over whether such a level of investment is needed and, of course, whether those tech giants will see the return on those investments. there were some good parts, though. look, amazon boosted profitability, with net income almost doubling to $20 billion and its ad business continues to grow with revenue up 18%. but frank, look, given the sky high expectation and of course, the jitters among investors, amazo

intel, amazon web services, microsoft, ibm, and openai are all involved in pushing this initiative.e unprecedented adoption of ai technologies across all 23 university campuses will have a profound impact on training, learning and teaching tools. >> governor newsom is scheduled to meet with president trump at the white house today. the reason for the visit after the two men met just days ago. >> and 13 oakland nonprofit groups trying to find more money after the city reduced their funding. we'll take a closer look at the impact it's having on people who are in need in oakland. mmmm... planet oat's so creamy and not watery like- exactly! and unsweetened has 0 grams of sugar. and it's an excellent source of calcium. wow! planet oat really has it all! ♪ dave's been very excited about saving big with the comcast business 5-year price lock guarantee. wow! planet oat really has it all! five years? -five years. and he's not alone. -high five. it's five years of reliable gig speed internet. five years of advanced securit. five years of a great rate that won't change. it's back. but only for

adobe, googles owner alphabet, nvidia, linkedin, intel, amazon web services, microsoft, ibm and openai are all involved. csu officials say the unprecedented adoption of ai technology across all 23 universities will have a profound impact on training, learning and teaching tools. >> all right, so major league soccer season doesn't officially start for a few more weeks, but you can get a taste of the san jose earthquakes today with us at ktvu. the earthquakes are playing in the coachella valley invitational preseason tournament today, along with 13 other mls teams, as well as bay fc and five other national women's soccer league teams. and you can watch all three san jose earthquakes games on ktvu plus and the fox local app. they play today against the portland timbers at 1230. they also play on friday and next wednesday. all of those games will air live on ktvu. plus, that's channel 6 or 36 depending on your cable provider. ac transit has launched a new and improved prediction engine to enhance real time bus arrival information. the bay area transit operator says the upgrade will boost p

know, google is the best position of the major cloud providers ahead of microsoft, ahead of amazon web services and, you know, i do think that that was more noise than substance, that number last night. >> so what are you worried about then? >> well, you know, i think that like i talked about, i think that there is concern about the long term prospects and search and i think that puts a capper on the multiple people want to pay for alphabet. you know, my rating is neutral. my price target is up a little bit. so i'm not negative, but i'm not going to be overexposed to apple. you know, when we're going through this process of determining what the antitrust outcomes will be and what's going to happen in search? >> barton. it's a lot to a lot to digest. we'll keep close. barton crockett, appreciate it over at rosenblatt. >> great. >> thank you. >> here's our roadmap for the rest of the hour. shares of amd plunging what analysts are saying now about the stock following a miss on key metrics. >> plus disney beat profit estimates, although they are guiding towards losing a few more on the streaming si

companies like amazon web services in the u.s., and also google with google cloud.se are all very strong companies at delivering and providing that backend infrastructure that allows the delivering of ai models to end-users such as yourself. and right now that is a very consolidated marketplace. only a handful of companies can really have the technical acumen and the n financial resources to build out this kind of infrastructure. in china of course, they want to be in leadership as well. they have many companies were really impressive in a lot of ways. ali baba which does a lot of e-commerce work analogous to what amazon does here in the united states is a very strong e-commerce giant and even companies like tencent which provides the dominant social media platform of china, elon musk who now owns ex, formerly twitter and mark zuckerberg who leads meta which includes facebook, instagram and others, both of them have said that they look to tencent and what we chat has done for technical inspiration on new product ideas. so i want to emphasize again, china has some ve

companies like amazon web services in the u.s., and also google with google cloud.se are all very strong companies at delivering and providing that backend infrastructure that allows the delivering of ai models to end-users such as yourself. and right now that is a very consolidated marketplace. only a handful of companies can really have the technical acumen and the n financial resources to build out this kind of infrastructure. in china of course, they want to be in leadership as well. they have many companies were really impressive in a lot of ways. ali baba which does a lot of e-commerce work analogous to what amazon does here in the united states is a very strong e-commerce giant and even companies like tencent which provides the dominant social media platform of china, elon musk who now owns ex, formerly twitter and mark zuckerberg who leads meta which includes facebook, instagram and others, both of them have said that they look to tencent and what we chat has done for technical inspiration on new product ideas. so i want to emphasize again, china has some ve

also, sales in its cloud division, amazon web services came in below some estimates, although revenues down and slower than some of its bigger competitors out there as well, so keep an eye on that. meanwhile, shares of affirm jumping up around 12% following a top line beat for the second quarter. the provider of buy now, pay later services also saw loans a 35% jump in gross merchandise volume year over year, that number topping analyst estimates. the cfo said earnings were boosted by a $60 million gain from a deal back in december, in which the company repurchased some of its convertible debt at a discount price. so affirm shares are up about 14%. and then skechers tumbling right now down by just about 11% or so after missing on earnings and revenues for its quarter. the company said it saw strong results in the u.s, but headwinds in china continued. the footwear company's first quarter guidance also came in below estimates. ubs analysts are lowering that stock's price target this morning as well. so skechers down 11% in the news right now joe. i'll send things back over to you guys. >

so i don't expect meaningful leverage from amazon in terms of that, but they are benefiting from a shift in their business in terms of where the web servicesiness is so big now and growing so much faster that they have a natural lift head of operating profits over time, so amazon over the next five years, we expect profits to grow at over 20%, which is well worth them. annmarie: morgan stanley says amazon's exposure to tariffs is higher than other e-commerce openings, what are you expect in on that front when it comes to the trade war between china and the u.s.? scott: i tried to wait and see, so if someone can explain to me what they are going to be, we can put them in the model, but amazon is as well positioned, roughly better, and anyone can deal with it. places like china could be affected, but i do think without having all information, it is hard to answer, but i think if it is a negative for retail overall, it is a negative for amazon and they will weather the storm better than any retailer, if not all. annmarie: morgan stanley grossly talked about 25% of the products sold by amazon come from china, accounting for a little less than

amazon all hosting the service and the service is technically open source. >> so did you see. >> the read the code? >> did you see the report from the company that said the weboad? yes, they were they. a i think street signs or power lunch yesterday. kelly evans interviewed the ceo behind that report. reuters did verify it with other computer scientists as well, that there is some unusual code though there that looks like it's china telecom and that that could be lifting login information from the web. >> right. no, no, i've seen that. there's questions about it. what i don't understand about it completely is you do have as i said, you have microsoft and you have amazon and you have all sorts of people now, us, big us companies that have decided to host this platform. yeah. on an open source basis, there's been a lot of people who've looked through the code. there really are. from what i gather, there's that company and there's 1 or 2 other companies that have raised these concerns. but oddly, the biggest companies in the world haven't. i'm not sure i understand why that would be. >> i think they've simply raised questions. they that that company did not go