our deirdre bosa is here to break it down for today's "tech check.hese are signs this morning that apple's big bet on india could start to yield real results. he said there was a number of headlines. the first report that apple is moving key eye pipad engineerin vietnam. in a year india could account for a quarter of global iphone production, and the third headline that tata group is planning to build one of the largest assembly plants. the geological pivot it's been embarking on for years is under way. chinese consumers and supply chain have been critical to apple's success. the landscape has shifted. there were protests in the so-called iphone city in china, a government crackdown on apple devices, renewed competition from the likes of huawei, a fairly new development apple china's advantage for many years it started to look like a liability and then you adding in shifting geo politics, the shift has only become more important and more urgent over the last few years. now be sure to check out our weekly "tech check" on cnbc.com/tcweekly along with o

deirdre bosa has the news in today's "tech check."s a shake-up that puts growth front and center. i got hold of an email that brian chesky sent to airbnb employees announcing the move. "we're about to embark on our next chapter as a company. airbnb is at an inflection point." and, he says, we're not ready to turn the corner. dave stephenson is the chief business officer, ellie mertz the cfo and catherine powell is transitioning out of the company. growth is something investors and i have been asking about for a long time, as of the end of september the company had an $11 billion in cash pile and more than $4 billion in free cash flow over the last 12 years. it's been giving some of that back via buybacks but the question persists, how can it use that to find new streams? revenue growth was 70% coming out of the pandemic. it has stagnated at 18% year over year. what might better growth look like? international expansion and even a services business. dave stephenson is in charge of the growth efforts, he spent nearly two decades at amaz

deirdre?s risk, there might be some signs of stress building in certain areas of tech. adobe -- two -- in the early season. it's important because they have more information for their outlooks, but early on in the early season, and the both cases, they disappointed. let me run through adobe first. all of the stuff that investors could worry about was wrapped up in this one report. a disappointing outlook, lower than expected a.i. regulatory scrutiny, and its position was announced more than a year ago, and that is still making its way through the doj, and now there is a separate investigation from the ftc. this is really part of a broader story that we've been telling over the last few months. a more aggressive, more nimble group of regulators that are only ramping up scrutiny attack. then there is oracle shares, down more than 10% this week. its earnings point to slowing sequential growth and its cloud business, and that raises some questions about a software comeback but some analysts nbc's

deirdre bosa has the story for today's tech check. >> rather than tell you how gemini works, i thoughtter to show our audience. have a look. >> see pink and green yarn, how about aing dragon fruit? a green cake with a pink heart? >> how about these colors? and maybe show me some animals? >> okay. now i see blue and pink yarn. how about a pig with blue ears or an octopus? >> you get theioid. this is google's next iteration of generative ai. it is multimodal. it it recognizes not just text but images and sound, and video as well. that's what help build this model as well. it is a version that open ai has been offering for months. google says theirs is more powerful than any other ai system on the market. six months ago, the announcement may have moufbed the stock but today it has not done much. even down the stroet in san francisco, attendees were more focused on ai applications and latest advancements. i asked the head of the bank if gemini was generating buzz. here's what she said. >> the biggest topic at the conference so far has been on what are the applications of ai and what is the

dei deirdre, thank you.e, any indication in the options market -- this had been widely speculated. i'm not sure if anybody put bets on this would happen. >> uber is one of these -- it's popularry traded option, so i think there was lot of speculation this could happen, but it's not really all that noteworthy in the sense, but this is probly one of the top 50 busiest stock options in any case. i ink people had been% expecting this. they were trading for it, but didn't make it exceptionally noteworthy in that sense. >> people look to this as a good thing, because s&p managers will have to buy uber to mirror but if you look at other stocks added to the s&p 500 not that great, and i'm thinking of tesla because tesla has been in the news and basically trade at the level it was when it was added to the s&p 500 a few years ago. >> it's a 50/50 if you look at the at sta on that. something gets added, gets the po and fad. one thing th's consistent is when someone are a moved from the dow --ou're so bad we have to get

deirdre bosa has more on the plications in today's "techcheck."ike. for all the talk amo lawmakers to bant tiktok, it may not be legal. the montana judge said it violates the constitution in more ways than one and oversteps state power. it violated the free speech of users. the analysis and decision cod change, but this has national discussion abt the place of tiktok and chinese apps in ameca. lawmakers and others are concerd about tiktok for a few reasons. they include worries that its algorithm can manipulate american users through subtle propagan and disinformation, and the chinese government can target, suppress or track certain speech here. i asked the former nsa director if an all-out ban could be accomplished here. take a listen. >> we probably need to be a little more nuanced here. for example, we might say, well, we're not going to allow this technology to be used by a government individual. it's not going to be -- this technology to be used in sensitive or classified areas. on the other hand, there's part of where i would say, look, we o

thank you very much, steve, and deirdre, thank you very much for being with us.ppreciate it. >>> further ahead, play time over for the markets? cuts continue across multiple sectors. that would be job cuts. hasbro laying off 20% of its workers. we'll discuss that name and other key movers in three-stock lunch later this hour. the cloud makes it possible to expand your infrastructure. but to make it powerful enough to connect your data wherever it is, you need cdw and netapp. cdw experts will work with you to understand your needs, then customize a netapp cloud services solution to integrate data management for all your clouds, helping you reduce spend, improve security, control data 24/7 and automatically detect anomalies. in the cloud, at least. netapp makes efficient cloud management possible. cdw makes it powerful. ♪ >>> welcome back to "power lunch." oil down 4% today. let's bring in markets and energy reporter pippa stevens now. pippa? >> so this is because of the latest cpi report from this morning with fears that the efforts to curb inflation will ultimate

deirdre?in the world o increasing regulatory scrutiny microsoft deal earlier thi year with opening i seemed almost perfectly manufactured. microsoft got a stake in the generative a.i. darling, i exchange for an exclusive clou partnership, opening i got the compute power it needed, and a established enterprise tec giant with the rolodex s fortunate 50 companies and it made microsoft more powerful than ever in this a.i arms race, all while bypassing the ftc and the doj. but a month ago, when i sa lean that can speak at - on her west coast listenin store, it seems like the microsoft opening idea would b safe from scrutiny, as the ftc focused on big tech's poores insists, like whether amazon e-commerce was hurting competition. in fact, khan was directly asked if you look at the training ideals, which was something about it most of the founders that spoke to after that stop sai that to me, there was going to be action soon but now bloomberg is reporting that khan's if the c i examining the very edg

deirdre? deirdre, nice to you.nk well, you can see been dealing with people all morning and it's been extremely about the ways you can see and remember when it comes to the amount of people across the nation, we're talking 115 million people moving all around the country. 7.5 million flying this morning and throughout the next 10 days. >> take a look at your screen user details regarding what you should do if you're heading to the airport, of course, arrive 2 hours early for domestic flights. 3 for international and try to use public transit or rideshare if possible. book your parking in advance and always download the mobile app to whatever kerry and their flying with. because if your flight does get delayed and you may be able to actually reschedule it yourself back out here live. you can see that line has now pushed in through the doors. but i will say inside it actually does kind of somewhat look like a madhouse. so we're going to head on inside at 6 o'clock. we'll bring you what it looks like in there and keep

. >> reporter: they also gave money to deirdre taylor. >> oh, my god. >> reporter: deirdre had just gottenas down to her last $20. >> you guys are amazing. >> reporter: the children spent the day changing dozens of lives. and along the way, they noticed something remarkable, that the more they gave, the more they got. >> i'm so happy right now. >> you get so many feelings in your body that just makes you, like, want to do it again. >> their joy. that's the gift to you. >> reporter: their joy. that's the gift to you. exactly the realization mr. brown was hoping for. >> i want this memory to be so strong that it now drives them every day in everything they do. >> did today change you? >> definitely. i never felt this way in my life. so this was really a life changer for me. >> reporter: whoever said money can't buy happiness obviously never gave it >>> a lot of kids fill their christmas wish list with electronic gear. well, the oldest toy store in los angeles doesn't sell any of that, and it's doing big business. joy benedict reports. >> we've been in business since 1945. >> so a minute or t

deirdre military has not committed not to attack people in those so—called safer areas —— in the israeli told people to come through. argue against safe stones in principle, or because they are not effective? f principle, or because they are not effective? j ., ., , . effective? they're not affected because they _ effective? they're not affected because they are _ effective? they're not affected because they are not - effective? they're not affected i because they are not respected, there is no commitment to avoid bombing people they are, and in no way to get there. international law requires the israeli military as the occupying power in gaza to affirmatively supply the civilian population. the military is on the ground, they have an opportunity to open their own crossings with gaza, as they have done and all previous hostilities. forthe as they have done and all previous hostilities. for the full supply of humanitarian aid. they also have an opportunity to ensure distribution. the north is totally cut off from the south, aid agencies have only been able to deliver in a tiny corner of t

. >> historian, deirdre cooper owens. >> we have more access to social media and news and places outsidethe tv screen from 20 and 30 years ago. april, it's sad that she specifically chose a black obgyn, because she wanted to feel listened to and supported. should that have been a factor for her? >> it should have been, because the studies found the morbidity rate had been cut by 50% when n you had black caretakers. >> reporter: but it would not help april. in 2023, a rainy weekend in l.a., and april was 40 weeks pregnant. >> they were going to induce her. >> reporter: was she more anxious or excited? >> she was scared. she was scared. >> reporter: the sisters spent the whole weekend together trying to jump-start labor, walking miles upon miles in the rain around keisha's neighborhood. >> she was really eager to get labor going. >> we took the umbrella, which is the biggest umbrella ever. >> reporter: labor pains were on and off as she went to the doctor on monday morning, january 9th. >> she went into the waiting room, and she went into the hospital and said i want her to be admitted, an

deirdre bosa talked about it yesterday with more in today's "techcheck." >> i've been trying to figureoing to follow swiftnomics, but hear me out here. gemini is mind-boggling as well. yesterday the announcement did fly under the radar, in part because it was subdued virtual presentation versus an in-person launch. it will roll out in phases. it's really hard to get across just how incredible this technology is. the breakthrough is an award. you'll hear this more often, multimodal, meaning the new a.i. system understands audio, photos, video, and we have the advantage of showing our audience and investors new capabilities as presented by google in a demo. have a look. >> i know what you're doing. you're playing rock, paper, scissors. >> what do you see now? >> the fingers are spread out to look like the wings of a butterfly. >> what's this? >> big ear and barking mouth, a dog. >> now, here's another example. >> what movie are they acting out here? >> i think they are acting out the famous scene from "the matrix". >> i don't know if i could guess that as quickly as gemini did, but i hig

deirdre, i have read all over my screen except alphabet? >> that's right.t s&p gainers today on the back of a report that said the company is monetizing i. and is tech business information puts a number on one a.i. generate an additional $15 will billion in search ad revenue per year and that could ease investororries about the impact of a.i. on google's broader search business and pottially give it room for alphabet to cut costs further. the report says that alphabet is planning a reganization to rely more on such tools the less actual salespple would bring costs down and help as google faces challenges to another less profitable part of its ad business which is subject tooj lawsuit and that will play up next year. that green on the screen is off of that. >> thank you. i've gotead on my screen from micron. that's ahead of these earnings in ot. >>et's start with a positive. a long period of sustained declines over all but were starting to see an uptick in memory and that could be a driving factor for micron. degenerative a.i. models which require high- band

deirdre, we'll see how it plays out.head, toll brothers has missed on the bottom line just once in the past 20 quarters. near-term options in box say it could move 8% in either direction on earnings and campbell shares are down 28% this year, but is it time to buy the dip? we have the action the story and the trade in "earnings exchange" next. ♪ ♪ >>> welcome back. we're tackling shelter, storage and soup in today's earnings exchange. we'll bring you the action, the story and the trade on toll, box and campbells. jeff is our trader today. good to see you again. we appreciate it. >> you bet. >> let's kick off with toll. the shares hit an all-time yesterday. november was its best month since 2020. wedbush says their typical buyer is still strong. would you buy the stock if basically all-time highs here, 74% year to date? >> kelly, there's momentum, so, yes, i do want to be buyer here. it's fascinating to see. compare to dr horton, it's a different animal. toll brothers more in the luxury market. doing almost 10,000 units a

deirdre bosa has the story for today's "tech check." hi, dee. >>> mike, good morning.prove it can keep up and lead the ai arms race is gemini. it's the next version of its large language model, and really it's the answer to openai's chatgpt. we've become used to this year, this was a much more subdued virtual rollout for a select group of reporters and to sundar pichai, it is being sent out for more safety testing. a lot of the really impressive features chatgpt four use verse been touting like multimodal tasks, but it's better if we show you. a user asks gemini to give them crafting ideas. >> i see pink and green yarn. how about a dragon fruit or a cake with a pink heart. how about these colors and maybe show me some animals. okay, now i see blue and pink yarn, a pig with blue ears and now an octopus. >> it's called a new era of ai and that will affect and flow across google products. wall street is concerned with one product in particular and that is search, how google will use ai to protect that cash cow. google where search meets generative ai delighted investors a

our deirdre bosa of west. still three more names on tech with earnings.ames post report based on a recent trend she has noticed. we have the trades for broad calm, lulu, and vail resorts after this. >>> welcome back. semis, sweats and snow are the subject of today's earnings exchange. miriam monte is here with our trades. she's -- welcome back to you. let's start with broadcom. feels like an audience favorite. coming of all-time highs near the end of november with that acquisition of -- closed. oppenheim or said the deal should had 15 billion dollars to top line growth with each year, along with a.i. and hardware partnerships with google. do you like the stop here? >> i do. first of all the, i have to say happy holidays to everybody. >> thank you. >> wishing everyone lightweight piece. now, as to broadcom, the stock is performed very well. it is up 45% over the last two years. what amd had to say yesterday about a.i. and cloud computing is only positive for broadcom. we expect those synergies coming out of the -- wear acquisition will be very powerful. ex

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. >>> lcome back adobe rminating its $20 billion merger with the design let's head out peter with deirdre with regulators and they had eliminated competition and removing figma's threat, and a lot has been talked about and the landscape and it looks different and there's been a massive ai platform shift which adobe has met so far and been a part of shares up 50% and sinc the deal with figma was announced and meanwhile it has continued to develop abe express and it does a lot of what figma was supposed to do with the company and adobe will be okay and it can do an expanded buyback as a constellion prize. >> we know less about its last months. this is a silicon valley software design darling and the price tag that adobe was willing to pay for it led to no shortage of sticker shock and $20 billion and that was double figma's valuatn at the time and 50 times the annual recurring revenue and figma wa regulatory scrutiny and the break-up fee could be seen as the equivalent of a funding round allowing it to go as a figma put it earlier today and it's been with the ai plug-ins at the intersection