joining us tonight, guy adami, tim seymour, karen finerman and dan nathan deirdre bosa has t

i'm carl quintanilla with deirdre bosa and jon fortt today, bookings up 59 year on year hearing fromrian chesky about the quarter and reality check roblox misses. shares down 24%. shopping for growth. shopify warns 2022 revenue won't rise as much as last year. stock down shopify's harley finkelstein is with us shortly. >> and dig into airbnb shares. edging higher on back of earnings topping wall street estimates. driving results, airbnb's average daily rates up 20% year over year. up 36% over two years. caught up last night with the ceo brian chesky he attributed this to inflation and told me rising inflation could be an opportunity to attract more hosts to the platform have a listen. >> the only other thing i'd say about inflation, hitting families and people around the world hard just like people were financially constrained in the 2008 economic crisis turned to hosting. an opportunity for many to consider hosting. >> in miami as part of his own airbnb tour told me he plans on listing his own home to understand the supply side of the business better and platform also seeing increas

it's deirdre bosa.ant to ask you about the export ban i wonder what your opinion is on the state of chinese chip making can russia turn to chinese chips for more of the high-tech capabilities they typically rely on american companies for. how much progress have chinese companies made under beijing's leadership plans to boost the sector >> look, we know the semiconductors are important i think we learned to the supply chain crisis semiconductor they have very essential role in how we think about the future economy in our digital economy u.s. companies, and companies like qualcomm have a significant leadership position from the cumulative r & d invested in semiconductor over the many years. we see right now more and more demand for products in china today, not only phones but also going to pc and other areas. i think we still have a significant lead over any ambition over building a semiconductor industry in china and we continue to partner with china for their semiconductor needs. >> at the same time, do

i'm carl quintanilla with deirdre bosa, and jon fortt and julia boorstin with us for the feed tech ising to claw back early losses after a sharp drop following that harder than expected inflation number now at the highest level since '82. ten year has gotten back above 2% and financials and energy are leading as a result. disney does bring the magic back uber delivers while twitter appears to be the only buyer of its stock. we have you covered on all the earnings of the morning. >>> then the world's richest crypto billionaire looks to diverse fie. the ceo of binance will join us after his big invest nmt forbes. we'll start with disney the stock popping after the company posted a beat on top of the bottom line, got strength in streemg. that was a big theme this quarter adding 12 million subs in that time julia talked yesterday who reaffirmed the company's subscriber goal. >> we're reaffirming our guidance of 2030 to 2060 as we gave last december that's been our target that continues to be our target and really what's driving us what we said great content we'll have more franchise-added

joining us tonight, guy adami, tim seymour, karen finerman and dan nathan deirdre bosa has the very latest >> amazon first raising the price of prime yearly will now be $139 from $119. this is the first price increase since 2018 and goes into effect after march 25th for existing members. huge net income number for amazon that was largely thanks to rivian, 14.3 net income, $11.8 billion came from that stake that could lead to volatility on the pnl in quarters to come. in terms of segments, online sales grew 1% year over year but broke out advertising services for the first time a nearly $10 billion business. to give you context that is bigger than alphabet's youtube business, which many have been fawning over earlier this week i asked about any apple privacy impact, essentially said there was none, the opportunity for advertisers is unchanged and amazon helped by first party data, like alphabet, unlike meta aws, the cloud unit, grew 40%. the rate of growth in this unit is increasing, even as this is the biggest player, even as the competition has become fiercer subscriptions services growth

. ♪ ♪ >>> good wednesday morning i'm carl quintanilla with deirdre bosa and jon fortt today.habet surging, with a plan 20 for 1 split. meantime investors splitting up with paypal, shares on the pace for the worst day in several years. it's a tough year for fintech as well sales are up 68 year on year, dee. >> carl, we'll start with alphabet, surging and what its results signals for the rest of big tech a stock split, shares shooting higher, more than 6.5%, up more than 10% at the open, so just this massive revaluing of alphabet big tech mostly survives that selling we have seen over the last few weeks, the 50% drawdowns in softwares and ipos, but it was down nearly 5% going into the print year to date. a lot of focus has been on alphabet's valuation after today's move, up more than 50% over the last year, revenue was up more than 30% year over year, free cash flow, some $140 billion in cash and cash on hand if you look at the pe ratio, alphabet and meta are the best deals. netflix, amazon trade at 45 and 80 times forward pe. this value is here, but alphabet, of course, this g

deirdre bosa shares down 6.5% for amazon.e down 21% after the other social and tech names crushed after meta's big news. nearly 50% lower just to start the year julia boorstin, what's the story here >> well, you know what we really should be talking about what happened in the third quarter results that has sent that stock down so much since then the same concerns weighing on the stock today. really, concerns, of course, that what hurt meta will also hurt snap. three things i want to point out here first the fact revenue is the most important thing revenue growth that fell short of expectations in the third quarter and the question is, will that trend continue or can revenue start revving up again and how well is snap doing at navigating the apple operating system headwinds second is user growth. actually better than expected in the third quarter. can they maintain that momentum after meta and facebook in particular showed slowing growth and actually decline in daily active users in the u.s. third thing, commentary and competi

alphabet they are up about 7% since microsoft's beat last week joining me with the story on alphabet, deirdre bosa to both of you deirdre, a lot of eyes on this report tonight >> yeah. this one is hotly anticipated and following in the high bar set by apple and microsoft, alphabet has one of the outperforming faangs there's a lot of pressure on we're going to be looking for crowd growth and competition google is a distant third. but they've deployed a different strategy, ewing mass i have amount of cash to invest in some of their cloud customers in exchange for long-term contract. so it will be interesting from that point of view in terms of the capital allocation, alphabet doesn't issue a dividend one analyst actually suggested that perhaps issuing a dividend, though it may be unlikely, could be part of the regulatory strategy we know that alphabet is under so much scrutiny from regulators and perhaps it could be a chance to build some good will with its shareholders by returning some money and don't forget the company has what, $168 billion in its cash pile so more than enough money to do that,

deirdre bosa here with a preview. >> digital ad sales make up the core, but cloud, youtube, that willsting. google a distant third in terms of cloud market share, but the market as a whole is so much bigger than it is now, so they can all continue to grow at these levels 45% expected growth for google youtube continues to be this juggernaut that is rivaling the size of netflix in terms of revenue and competing with tiktok in short video. watch capital allocation as well remember, alphabet has a $160 billion plus cash pile one analyst floated the idea of a dividend as a good way to put its cash to work and also, to win some goodwill with shareholders as it faces more regulatory scrutiny in the year ahead back to you. >> interesting concept deirdre, thank you >> tiffany, are you a shareholder of alphabet, and if so, what do you think is the most important thing to see here >> yeah, so first of all, i think if growth is a component of your portfolio, you have to be in google digital ad spend of the amount of digital ad spend for 2021 is expected to increase 64% for 2021 and google, i thi

i'm carl quintanilla with jon fortt and deirdre bosa today the harsh calling of winners and losers iss the metta market or the apple market nasdaq trying for its sixth positive day in the last seven. >>> plus, should peloton be peddling a sale? who makes sense as a possible buyer. we'll discuss. >>> bitcoin up 35% since sitting low 35k in late january. we'll answer a key crypto tax question this hour with bitcoin back above 43k, dee. >> we start with a stock rocketing higher today that of course is peloton, up 21%, just this morning, which given the company's downhill turn just takes it back to where it was trading, oh, two weeks ago multiple poll reports say amazon is floating an acquisition and nike bidding as well and one asking if apple is natural buyer. it raises new issues for tech investors in big tech should the biggest companies be acquiring growth especially given the huge draw downs we have seen in valuation. microsoft lost out on tiktok but certainly been ann acquirer more recently is that why we're seeing $10 billion of metaverse investment? peloton's market cap, guys, ne

i'm carl quintanilla with deirdre bosa and jon fortt why cybersecurity mandian may be nadella's next target. a hailstorm for lyft, a deep dive in those earnings as the stock has a nice u-turn. an exclusive with the new ceo of arm, what's next after nvidia's historic deal for the chipmaker collapses. >> we're going to start with meta, a severe dropoff, that brought the stock below $600 billion market cap, now recovering a bit $615 billion interesting level here, lowest level since may of 2020, given it might help the company f formerly known as facebook dodge antitrust scrutiny is the tiktok tumble just beginning? joining us this morning to discuss, baeri annan. how much do you think is reversible if they can demonstrate tangible progress in this new growth area >> i think so when it comes to meta they are so well positioned with virtual reality hardware and having a captive audience, ready to experiment in this space, like they can't turn the corner we can't underestimate the impact tiktok had on meta and they're going to be a voracious competitor for a long time for zuckerberg to be

deirdre bosa has those details for us >> hey, wilf a few ways to see amazon's quarter. one is that the company overcame all of these labor shortages and supply chain disruptions to deliver better than anticipated results, especially considering how much it sold off yesterday aws still overdelivered, advertising emerged as this behemoth with revenues greater than that at youtube and netflix. amazon was also table hike the price of prime another way to look at it is this revenue was light, and so was the current quarter guidance most of its net income came from rivian despite today's pop of 15%, it actually only brings amazon back to levels we saw a few weeks ago. another number from that report that might be eye-catching to investors, and that is that $61 billion capx number from last year it helped amazon get to 1.6 million employees and could lay the groundwork for the company to build new businesses or profit engines like it has in a relatively short time with advertising. back over to you guys. >> yes, that profit word all important today, deirdre thank you. meantime

i'm carl quintanilla with jon fortt and deirdre bosa we have a news update with rahel. >> here's what'sng this hour pfizer shares are down about 4%. fourth quarter profits were strong, but guidance for the year is on the week side, especially for covid vaccine and anti-viral pills pfizer shares are down about 15% this year. >>> harley-davidson stock soaring 14% on a surprise profit last quarter the motorcycle maker also posted q4 revenues that were 50% above estimates. harley-davidson giving encouraging guidance for this year >>> profits at dupont getting a boost. the materials maker raised its dividend by 10% and announced a $1 billion stock buyback plan. shares were up 5% today. >>> and china's imports of u.s. goods last year fell 40% short of what was promised under a trade deal negotiated by former president trump. overall, u.s. trade numbers were released the trade deficit jumped 27% last year to a new record. december's deficit was smaller than expected. carl, back to you. >> rahel, thank you. >>> time for a gut check as we set on take 2 interactive. it is a miss on revenue, and d

deirdre bosa has the numbers >> melissa, they're bouncing around a little bit.eat on the top and bottom lines but light on active riders so that may be causing for volatility a penny beat on the earnings per share adjusted revenue coming in at $970 million versus $940 million estimated. that's up 70% year over year as we toib continue to see this recovery in ride sharing active riders, it is significantly lighter than expected, but revenue per active user much better than expected the driver shortage continues to ease active drivers grew by 34% year over year in the quarter president john zimmer tells me their incentive spend peaked early last year. record contribution margin which investors will like to see, and this company continues to be positive on an adjusted ebita basis. as for the omicron impact on demand, zimmer says it will show up in the current quarter results. he's hopeful, though, this is the last turn and now they can execute on investments they have been making. we'll hear more on the call as well as we do usually get guidance for the quarter and

welcome to "techcheck" i'm carl quintanilla with deirdre bosa and jon fortt.gh geopolitical take this morning but in the midst of all that, doordash shares are surging after delivering some strong results we'll get a deep dive on those numbers and why some pandemic trends might be here to stay >>> nvidia takes a pause after massive run in '21 we'll break down why shares are down 8%. >>> dan lo, his $1 trillion bet. what he thinks the market is missing on amazon in a moment, jon. >> yeah. but carl, we will begin today's feed with a check on delivery as doordash shares now up about 12%. taking us back to levels seen, well, couple weeks ago going through the numbers, gross order volume was up 36% with average order volume steady, meaning the reopening might not be as big of a head wind to delivery names as some assume. monthly active users, people who placed an order on the app within the last month growing double digits to a record 25 million. some analysts not thrilled with the cost guidance, though. ceo tony shu says they will continue to invest in expansion,

deirdre bosa has the story deirdre. >> softbank may be getting ready to unload part of its massive stakepanese conglomerate currently owned about 25% of lik about big declines like this, even if it's not specifically alibaba, in terms of portfolios, big technology portfolios feeling pressure from the most recent downdrop, having to be forced to sell some of their holdings >> yeah, i mean, it's why we, to our retail investors, we're constantly pounding the idea of diversification. if you have a big stock like this, a big component of your portfolio, you're going to get hurt it's not going to feel very good so diversification is key. what i do find interesting some of these bigger tech names that have had reliable earnings and reliable margin strength over the course of the past several years and the pandemic kind of changed their growth trajectory are -- their valuations are coming in. i think in some ways you can look at some of these stocks and consider nibbling at some of them i wouldn't put all of your money in them, but i do think as there could be further to grow while the market st

i'm carl quintanilla with deirdre bosa and jon fortt today, bookings up 59 year on year hearing

. ♪ ♪ >>> good wednesday morning i'm carl quintanilla with deirdre bosa and jon fortt today.g, with a plan 20 for 1 split. meantime investors splitting up with paypal, shares on the pace for th

i'm carl quintanilla with deirdre bosa and jon fortt why cybersecurity mandian may be nadella's next

i'm carl quintanilla with deirdre bosa, and jon fortt and julia boorstin with us for the feed tech is drop following that harder than expected inflation number now at the highest level since '82. ten year has gotten back above 2% and financials and energy are leading as a result. disney does bring the magic back

i'm carl quintanilla with jon fortt and deirdre bosa today the harsh calling of winners and losers ishe last seven. >>> plus, should peloton be peddling a sale? who

welcome to "techcheck" i'm carl quintanilla with deirdre bosa and jon fortt. shares are surging after delivering some strong results we'll get a deep dive on those numbers and why some pandemic trends might be here to stay

"techcheck" starts now ♪ ♪ >>> good monday morning and welcome to "techcheck" i'm deirdre bosa with jonnvestors weigh the impact of increased sanctions, heightened volatility and exclusion of russia's biggest banks from s.w.i.f.t. from financials to crypto, we're breaking down the impact >>> plus, russia and

airbnb earnings are also out deirdre bosa has those numbers >> shares popping 5% on strong beats on ther air bn brk. eps 8 cents a share versus 3 cents. they were expected $1.3 billion versus $1.6 expected nights and experiences booked, that missed estimates, but excluding asia pack, it was up for the quarter. average daily rate surged 20% year over year it's up 36% over two years the company is attributing this to a change in its mix, larger houses, more rural areas, and also sector wide appreciation and also sees it increasing 4% in the current quarter has some pricing power and also seeing inflation they continue to see longer term stays make up more of total bookings the q1 outlook is strong, beating the street's forecast, expecting revenue of $1.4 to $1.48 billion, and they expect bookings to exceed pre-pandemic levels and hit another record, so shares are up nicely on that, up nearly 6.5% on top of a more than 6% gain in the regular trading session. back over to you >> thanks so much for that rashaun, i wanted to get your reaction on this, and remind our viewers you were an early