is self-driving car, which google is donein self-driving car, which google is done in america.hat are far more simply ai systems that are far more intelligent than human beings. there a lo7r71g record 77 a lo7r71g record of 77 a long record of more a lo7r71g record of more inte77lligent is a long record of more intelligent species, such as us, wiping out less intelligent species, such as the one million species we have put out of million species we have per-trout of if we create systems that business. if we create systems that are more intelligent than us we business. if we create systems that are mo figured gent than us we business. if we create systems that are mo figured outt than us we business. if we create systems that are mo figured out how1 us we business. if we create systems that are mo figured out how 1 1 control e haven't figured out how to control them then we are going to them forever, then we are going to be in big trouble. this is a view thatis be in big trouble. this is a view that is now pretty much a consensus leading researchers and among leading ai research

google is increasing. it's always consistently a black box. >> i give them credit for giving us their capex guidance. >> for the full year. but that was an outlier. and therefore the street was caught, you. >> know, disappointed. >> and by surprise. >> also, the cloud numbers. >> were a little disappointing too. but i do think part of it. is that i think meta actually does a great job of communicating. to investors what its. investments are going. to be. and it's giving you great revenue growth two x that of google. all that said, right here i probably would prefer google. i just think there's more room for the narrative to change, more room for the multiple to go up. i like both assets, but i have a slight preference for google. >> all right. you know, when mark zuckerberg posted on his blog that they were going to increase capex by more than what the street was expecting, that was a surprise. i mean, that was announcing the news and the reaction was a positive one. and yet alphabet will announce the news

i mean, i was i noticed the other day i google searched how bad are the new york giants and google searches. >> i don't know why you had to google that. we all kind of know. >> but yeah, actually ai overviews gave a nice kind of context. it said, you know, this year they were bad, but they might not be bad in the future. so i think it's actually. >> so now it's predicting for you what it thinks might happen. >> it's a helpful tool. it gives more context. and what google is saying last night is ai overviews are driving more queries. so it's driving more queries, more engagement. and modernization is at par with the core. i think that's a decent recipe going forward, particularly for a stock trading at a valuation that suggests that the market thinks this is a loser in ai. >> which all of which is to say, it sounds like you're flummoxed by the dip and would even be a buyer here. but i would also wonder if the company, like you said, they haven't had to say a lot to investors in the past. it's a pretty straightforward business. it was a great one, one of the greatest that's ever existed. do th

google's ai platform more than. doubled over the last six months. >> if you look. >> at various. >> third party leaderboards. fo. >> large language. >> models. alphabet has. >> three out of the top five llms. >> on the market. >> right now. >> so all of. these things clearly show. >> that that. >> that alphabet. has the ai chops. >> all right. i'm going to leave the conversation there. your price target on alphabet 237. alphabet shares under quite a bit of pressure after earnings. thank you for your time. all right. we're going to turn to some more big money movers this morning. let's get it. let's get going with it. chipotle shares they're under some pressure after disappointing with its same store sales forecast for this year and some comments about weaker traffic last month, earnings did top expectations. the company is also downplaying the threat of potential trump tariffs on mexico, saying it only gets about half of its avocados from that country. shares of chipotle they're down more than 6%. shares of amd they

we must mention that google, of course, is in the crosshairs we've talked about china looking into googleaces being broken up. yeah, i mean, ithink alphabet...is feeling regulations, and i think a lot of it is just in response you know, antitrust probe into google�*s business. you know, i think given that, you know, google is not in china — you know, i think the... you know, i think we can expect that these are largely symbolic measures and i don't expect to see, you know, dire financial harm coming from them. row between the us and china. president trump says he is in "no hurry" to speak as you may remember, on saturday, president trump and wind turbines. and yesterday, china's president xi retaliated goods headed to its shores like coal, crude oil many different types of items. but now, as the holiday in china draws to a close and party officials return to beijing will china go further? told me the latest. the absolute latest is that we've had this announcement are going to be blocked for the time being, or until further notice is given. now, there's been no explanation for why us tarif

like like. >> a google. >> or an open. >> ai, this.elp you to. >> make your. >> models more efficient. >> if you're a user of ai, if. >> you're a company that wants to. >> take it. and create. >> agentic solutions. >> to your. >> business. >> then perhaps. >> this just lowers the cost. >> and makes. >> you know. those that that even. more attractive opportunity for you. so we're still very positive. >> i think. >> if anything, that accelerates the. >> whole ai progression. >> how do you think about europe versus the us? feels like europe. any way you you cut it is really a laggard. >> yeah. >> it's very difficult. >> isn't it. >> i mean. >> europe it is somewhat reflected in the valuations, but. >> it's hard. >> not to look. >> at the fact that. >> the us. >> is cutting. regulation and have has a. >> very pro-growth focus. >> whereas europe you know, it's. >> in many ways the opposite. and particularly in the uk, it feels. >> like we're, you know. >> very high regulation environment, very low. >> growth, high tax. >> so yeah. >> from a

— in china, google operate if!—£ddd!e i think these are search, i think these are symbolic measures and i largely symbolic measures and i do not expect to see dire si? “fit §§e§tt tfi7§7§7§7§n§7 77 harm. da flat aaeaat tie’aa’dtfa’ ’ harm. ee eee eeeelee t§§§§7§ft§7 ’ harm. ., ~ ee eee eeeeee eeeee’eee’ ’ harm. ., ~ , ., financial harm. 0k, thank you for our financial harm. 0k, thank you for your time _ financial harm. 0k, thank you for your time and _ financial harm. 0k, thank you for your time and - to l for your time and reaction to results. president trump says he is in "no hurry" to speak to chinese president xi jinping to try to defuse a new trade and yesterday chinas president xi retaliated and pickup trucks. decisions to make. and is co—director at the centerfor economic good have you on the programme. time yesterday, programme. this time yesterday, it was all kicking off the it was all kicking off with the new imposed on china new tariffs imposed on china and reacting quickly with various on what ,. , .,.,°.f

google cloud and advertise on google services outside of china.t stands, that's where a lot of the business is. and it clearly feels, given the tensions and the rising tensions between the us and china right now, that this is very much a warning shot from china, that they have measures at hand to scrutinize us companies, particularly us tech businesses that operate in china, and that it feels to be more symbolic at this point rather than anything deeply meaningful. >> really helpful, so symbolic at this stage, but definitely one to watch. arjun, stick with us. i want to ask you about nintendo. the gaming company lowered its full year operating profit forecast by 22% after months after profits in the nine months to december declined 47%. the japanese video game maker now expects to sell 11 million switch consoles this year. that's down 12% from previously forecast. but arjun, the shares are up 2% in trade. what's the story here? >> the market is basically discounting the quarter just gone because all focus really now is on the switch to the success

finally, google has earnings after the bell. the stock is actually higher today despite what some investors are calling some retaliation from china onto google in response to tariffs. we saw today right after the chinese tariffs went into effect, beijing announced they are alleging that they will be investigating the google parent for alleged antitrust concerns. but investors don't seem to care and all the focus is now on the earnings, not only what the company will be able to say about ai in response to the deepseek news, but also how resilient are alphabet's other business is, cloud segments, areas that are more insulated from the ai-related volatility, how strong can those be. and in one to watch for google, revenue growth, expected to accelerate to 17.8% next year. scarlet: emily graffeo with a look at alphabet. with more, i want to bring in ryan from bloomberg news. you were previewing their earnings in a story, talking about the valuation of this company, how a lot of investors see it as a bargain compared to other tech na

they're going to investigate us tech giant google for its anti—monopoly behaviour.e, its main business that we all know, its google search engine has actually been blocked in china since 2010. so many started wondering what kind of business activities they still have in china. it still provides apps and games to the chinese market through partnership with local developers. it also has some local advertising business, but it's not a huge part of their business. so just like those tariffs that were announced earlier, some analysts have been saying that those moves seem more symbolic and sending a message to washington, because, of course, beijing has repeatedly said that no one is going to win a trade war. and they have been asking for a discussion between president xijinping of china and president trump. so how are global markets reacting to all the latest developments? let's hearfrom simon french, chief economist at panmure liberum. the two things that stood out to me there were that no—one wins in a trade war and this is about sending a message and thatis about sen

the soft cloud numbers come even as google has spends more heavily on al.petition remains fierce — google cloud its rival microsoft also reported weaker—than—expected growth in its azure cloud platform last week. that was looking at the numbers and some of the reaction among competitors. investigation into google. blocked in china since 2010. and he gave me his take on results. i mean, looking at the cloud and the search results on the cloud front — especially, you know, given that microsoft also reported some weakness there, i think what's going on here is we're seeing some pullback security in this ai era, as well as to just cut costs. and so... aside to invest in al just this year. and did not deepseek illustrate that, actually, so the investments are really a long—term strategy and i think it's going to reap the rewards down the road. we must mention that google, of course, is in the crosshairs of regulators around the world. we've talked about china looking into google, it faces being broken up. so what's the outlook from your perspective on that? yeah

its main business that we know is the google that we all know is the google search engine actually searchine is actually blocked in china since 2010, so many started what many started wondering what kind of business activities they still have in china. it _ w appsand games 7 the? n appsand games 7 the? n 6 market games to the chinese market through its local its partnership with local developers. also has some developers. it also has some local advertising business. but it is not a huge part of their business. just like bei'hgii 1551 “55 “3&5; ' ares f955; 1551 “(5 “e�*s; ' ares that were earlier, have announced earlier, some have said those moves seem more 75-155? ' ' message to because of course washington because of course beijing has repeatedly said that one is to win a war, they have been tradeiwar. and they have been for a discussion between asking for a discussion between xi of china and btggident xi of china and trump of united president trump of the united states. of course google has come this come under this allegation before in other countries, in the united states in fact und

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 don't know what that was. i would say it's really important to listen to the call what they have to say. i want to hear what what are they what are they thinking when they talk about that $75 billion spend? why are they so feeling that they want to spend. >> so much ramp at this point. right. >> well and would we have

google and, let's see, google and apple pulling that particular indicator sharply lower. bell is next, and we'll take you the wall street for it. ♪ -- rocking on the radio. ♪ free and easy, down the road i go. ♪ 'cuz i keep rolling like an old banjo -- ♪ free and easy, down the road i go ♪ i'm thinking of updating my kitchen... —yeah? —yes! ...this year, we are finally updating our kitchen... ...doing subway tile in an ivory, or eggshell... —cream?... —maybe bone?... don't get me started on quartz. a big big island... you ever heard of a waterfall counter?... for everyone who talks about doing that thing, and, over there. but never does that thing... a sweet little breakfast nook. chase has financial guidance. let's see how you can start saving to make this happen. —really? —really? really. at home or in-person. you could also check out a chase money skills workshop. that's guidance from chase. make more of what's yours. morikawa on 18. he is really boxed in here. not a good spot. off the comcast business van. into the vending area. oh, not the fries! where's the ball? an

as mentioned, d a den; miter just a day after china a probe into google announced a probe into googleanti—trust violations and at a time when there are earning at. ahmewherthse are: big tensions these big tensions over trade between china and the while are nontariff these are nontariff measures, it does suggest china is trying put some 7 7 put some pressure on the to put some pressure on the trump administration and that big could be in the line big tech could be inthe line fire for after of fire for tit—for—tat after those again, adds those tariffs. again, this adds to pressure that is to pressure that apple is facing within china, as already facing within china, as it has seen its revenues because of a of from china's own w brands like “use ww” brands like “flaws to you, thank you. we are talk to you, thank you. we are to stay with that tech theme. to disney now, where a strong showing at the box office for hits like moana 2 and mufasa: the lion king has boosted earnings and profits at the entertainment giant. those succeses came alongside another quarter of slight with us parks impa

google has a lot of data and great technology.his is why meta is doing so well and will perform well with llama. we are a believer that better ai efficiency will come, but it is not coming at the pace that the market thinks with deepseek. it is not. look at the capex numbers. they raised it by $25 billion. these are smart companies. they don't want to waste shareholder money. they have a lot of employees that work there because they get paid in stock. they would not do this if they felt like it is so efficient. why would you jack up the numbers as much as they have? i think everyone is being misled by one comment from a chinese firm that you can validate the spend. jackie: i'm curious if you can speak to maybe shifting back to google's bread and butter, search, youtube, and bring in the artificial intelligence picture. while we are seeing some of this still come out on the cloud side, what sort of benefit are the investors pricing in on the youtube and search side? what ai mused are you expecting there in the next couple quarters?

google removed guidelines for artificial intelligent policies.ed that the company would not use ai to develop weapons or surveillance. madison, why are they doing this and changing their tune? madison: they're changing the tune because the landscape changed so google revised its ethical guidelines and they can use ai tech knowledge for weapons and for surveillance. in a blog post yesterday, google's head of ai said the company is updating the ai principles because there's a need for companies based in democracies to serve those countries and their national security needs. saying "we believe democracies should lead in ai development, guided by core values like freedom, equality and respect for human rights. reading between the lines, advance much like deepseek make democracies concerned that china will use ai for the military. this is a major reversal from 2018 when ceo stated clearly that google will not develop ai for weapon development or surveillance. no longer the case. that's in part because several of google's ai competitors have announced

gas imports, oil, agriculture, machinery and certain vehicles is launching an investigation into googlet violations president trump was asked when you speak to chinese president xi about all this. >> all speech about the appropriate time, i'm in no r rush. >> you think that conversation can blended so to the type of freeze for the tariffs for canada. >> will see what happens. >> joining us no fox news contributor heritage foundation senior fellow for michael strategy michael post very, thank you for being here give us your take on the turf situation another post office awkward except packages from china or hong kong. >> i would call this round one if you remember in the first term president trump took two years to unleash the toughest sanctions against china they were 13 rounds delegation flying back and forth, the text being exchange amendments being made a long story more than two years of mr. trump very patiently bring the chinese around then they did not honor the agreement at all and biden let them get away with it, i would call this the early phase and i think peter navarro is qui

we use google calendar for the most part. and that's the place where you're going to see agentic stuff really take hold. now, the last thing that you mentioned is in bioscience. this company is far ahead of everybody else in ai being applied to bioscience. we know that their they just won the nobel prize in chemistry for alphafold last year. and that's not where they want to end. so they've decoded proteins. now they're going to work on trying to build a virtual cell. it's a few years out. but if they can build a virtual cell through ai, you might see drug companies paying to use the technology to test medication before they make it into the wet lab. at least that's what google deepmind ceo demis hassabis told me when i was in london, speaking with him earlier this year. and so there's so much potential both in the product today, but also in these big bets that they have going on in the future. and that's why i think google is just so well positioned. >> and i sell like a human cell. you're talking about to test out meds. >>

mostly used to be done, be able, and it seems like a lot of these big tech companies, amazon, google, and others have no issue with working with these. well, in fact, they're often expanding their contracts. do they not care about the reputational damage? going to mentally, they're about making money getting that fired revenue. so you may have started as a $600000000.00 contract, but it is expanding massively over the years. so we are talking about the stage where uh, where they may be getting billions and possibly tons of billions of dollars from israel to your project numbers. they're also setting themselves up as the defacto people to talk to when your government needs to, it needs to scale. and so there's a lot more governments that are a lot larger then then israel and the google wants to be 1st in line for those contracts. and more importantly, they'd realize there aren't any reputation on consequences for what it does, such as not just israel, but use the palestinians to test their products on. it's actually the whole world. and there's no great arrangement for testing weapons

google services aren't available in china. investigating monopolistic behaviors for google in china is sort of an interesting inflection but they have, they know the market is looking for something, what is china going to do? attack america's greatest most successful growth companies and see if we can gain positioning here because the us hold the cards. blue when it doesn't seem to affect google or apple that i should say, 1.5% in advance of the numbers. >> doesn't have a business impact, feels to me they went after micro and amd. those can matter but going after google seems like up your positioning activity. stuart: what is your position on the movers today, advanced micro devices, 2.8%. >> all about the instinct business, gpu business, does amd have a posture to compete with nvidia? with the deep seek story that went on last week, is there still all this enthusiasm for gpus? there's an opportunity to be the number 2 but more and more competition rising -- stuart: don't touch it? stuart: qualcomm. >> on the other side of the

it's also available through google's ai development platform.here are three different models that google says are better at handling coding and complex prompts, as well as having better understanding and reasoning. the models had a limited release in december for testing. the wide release comes after china's based deep seeks ai model made headlines last month. the winter olympics in italy are just about a year out, and italian ski resorts in the dolomites are getting ready to co-host the event. cortina and milan, italy's largest northern city, located some 250 miles apart, will serve as the primary host. the event will span a wide area, blending urban and alpine settings in the mountains. cortina d'ampezzo hosted the 1956 winter olympics, will stage alpine skiing events and the tofane slopes and sliding sports at the redeveloped cortina sliding center. the closing ceremony will take place at the historic verona arena, a roman amphitheater dating back to the first century. you can catch all the olympic action, of course, right here on nbc bay are

google cloud. and so the market that's why amazon's sort of sort of. >> underperformed the. >> last day or two. >> and so yeah. >> the bar. >> got lowered. >> it's kind of simple. now the. >> street's looking. >> for 19%. >> revenue growth for aws. less than that. >> stock trades. >> off more. >> than that. stock trades up. now that's everything else being equal. you need the other things. being equal would be they had really strong operating. >> margin expansion in the retail business last quarter. >> investors want. >> to see that again. we're pretty. >> certain that they'll see it again. >> they also want to see. advertising revenue start maybe picking. >> back up a. >> little bit. companies made a. >> big effort and it's. >> got a lot more inventory. >> they've. >> been monetizing. >> so show. >> it in the numbers. >> let's see some. >> acceleration in amazon's. >> advertising revenue. we think. >> we're going to get that too. >> so mark you don't need a two handle in terms of the growth estima

then israel and the google wants to be 1st in line for those contracts, and more importantly, they've realized there aren't any reputation on consequences for what it does, such as not just israel, but use the palestinians to test their products on. it's actually the whole world. and there's no great urena for testing weapons then a life long the iron sting is a guided morsa marketed as a precision weapon. gara saying is oversized that it gives me a specific room without causing damage to other rooms in the same building. this is, it says use in battle and it looks like it might have damage more than one room. at least 2 is rarely companies have made drone stay vanessa handle guns via this is elvis bird of prey staying here accompanying an adult. those are into battle by witnesses in gallons of say, these drones with guns approving, terrifying and deadly pathetic soul plus the best way to kind of the thing that they were just seeing what the, the level of michigan will go. shutting alms experts have told us the last moments of the life of how mostly the scene, why would likely filmed

the verge, the first to publish google's memo explaining because google has business with the federal government, its leaders say they have to follow the new trump rules on diversity. target. amazon. meta. mcdonald's. lowe's. among companies that have dumped dei programs, these cuts can include everything from scholarships to publishing data on employee diversity to ending employee research resource groups. a push in washington to ban deep sikh from government owned phones. deep sikh is that new chinese built ai like tiktok. there's a worry it could be used to monitor users. most employees have rules about what you can upload to any ai. and today's deadline day for federal workers to decide whether or not they want to resign their jobs, but still get paid until september. a memo went out to millions of federal workers suggesting they take a vacation, or just sit at home and chill, it said. it's extremely similar to the memo elon musk sent to twitter workers encouraging them to quit. and there are those who point out those twitter workers had to take musk to court to get the money prom

this is a google research. ironically. 2017. this is a commercial fzom 2017.wws6h1éthwwwiwntwth5tww w w wwww wwww somethwwiththatwwas w w wwwwhévéw somethwianwthatwwas w w wwwwwwhévéwtochheriwwiwththétwwwas w ww wwwwwhévéwtochher 2531.55; w ww wwwwwwhavewtochherwon,wcoulwwdwasw ” wwwwwwhavewtochherichowulewmake ” difference to the w difference to the bottom w wbyw wsaying wbyw saying they line? by they're saying they need it any more? line? by they're saying they - need it any more? wa nt want to be on the obviously want to be on the right of the right side of the trump administration, as do so many these companies are of these companies that are saying that they are may be reducing their investment in dti initiatives. they say dti initiatives. they may say that but i suspect thgt publicly but i suspect they look at their and they know anthhey know their that idei nun'lbersll that eel initiatiil'e strategy and strategy are still continuing because of the continuing because o_thhe ll results continuing because o_thhell results that commercial results that deliv

revenue growth slowing down in the case of google where it grew at 30% for google cloud instead of 35. or before that in the case of microsoft, where they also missed in terms of their azure growth which is their cloud growth which ups the stakes even more for amazons which is coming tomorrow. charles: i know you're a comic book guy, i don't know if you're a greek myth guy -- >> oh, i love it. [laughter] charles: the wheels came off a, started to get wobbly with deepseek. and, you know, there's a lot of folks who have been saying that the mag 7 was going to falter for the last year or so, and everyone now trying to jump on the bandwagon. is deepseek the thing that's going to to hurt these companies? have you changedded your modeling? >> well, remember, charles, i've been talking about since the middle of the year, of last year, that i expected an a.i. digestion phase in 2025 by the time we get to the middle of it. if you pull up a chart of nvidia, you can see the tock's actually down from where it was the in the middle of last year -- stock's actually down. so deepseek, what it does i

that's why he goes to google maps.d out there was no dna, fingerprints, cell phone info, or standard forensic evidence that tied kc joy to maribel's murder or to the crime scene. we don't know what happened. what kind of force was used? nobody knows. who used it first? nobody knows. was there a weapon used? was it used by maribel, or was it used by kc joy? nobody knows. josh mankiewicz (voiceover): all true. but the computer searches were enough for the jury. we, the jury, and the above entitled action find the defendant, kwang chol joy, guilty of the crime of felony to-wit-- josh mankiewicz (voiceover): kc joy was convicted of second degree murder, after which he told me, the jury got it wrong. are you dangerous? me? i'm the perfect, most honest guy there is, the trustworthy. i'm a gentleman. josh mankiewicz: you had a crush on her. no, absolutely not. i always maintained that we are platonic friends. you never told lucy that you had a crush on her. no, i never said that. you never said you were in love with her? no,

uh, the fact that i'm to today google is do blocked in china. my personal take is that it has a lot to do with where the data is going to get stored up. if all the data is get that going to be, you know, stored outside of try and then it's against the chinese law and the chinese government wouldn't allow that at. so i think it's more of a national security issue rather than anything else. china has restricted exports to the us, so some crucial metals and energy resources. how much leverage do you think that step will give china in upcoming talks between trump and she as well? the, the, the restriction, all the export of i read many rules and read us. i believe these are quite crucial material role material for the us military. the complex industry is actually and, and also for the high tech industry as well. trying to announce that a while ago in retaliation was the us government's continued support and the selling of arms and military related stuff to tie one that's a different meta actually. and, and what about panama? that's been in terms cro

google -- alphabet, parent of google reports after the bell and looks like green on the screen afterand nasdaq umm 260 and meta a ninth record close. lauren: larry: hello, folks, welcome to kudlow. i'm larry kudlow. president trump has slapped a 10% tariff on china and steven miller, white house senior policy adviser steven miller weighing in in just a little while on the show. president trump mee meeting with president -- prime minister netanyahu at the white house today

the country also setting its sights on google. stock futures under pressure as a result of a wild, wild day of trading yesterday. and while the north american tariffs that may be on pause, at least for now, industry groups are still sounding the alarm over a rapidly changing and uncertain business climate. good morning and welcome to worldwide exchange. thank you so much for being here with us. i am frank holland. let's get right to our top story in china, retaliating against the u.s. just minutes after the 10% tariff on all chinese goods coming into the u.s. went into effect. beijing targeting everything from u.s. tech companies and crude oil imports to rare earth metals, also setting its sights on google. our eunice yoon joins us now with the very latest live from beijing. eunice. >> thanks, frank. >> well. >> china is definitely. >> raising the stakes. >> today, it. announced a raft. >> of countermeasures. >> to. president trump's. tariffs 10 to. >> 15% tariffs on. energy imports, farm gear. >> and trucks. >> export curbs on. t

look to google and.icrosoft for some clues. >> a very busy. >> hour still ahead. >> in worldwide exchange. >> stay with us. >> high point university, the premier life skills university, is ranked the number one best run college in america by the princeton review. employers value hpa's real world preparation. students love unprecedented access to global leaders on high points, inspiring campus, and parents appreciate hpa's god, family, appreciate hpa's god, family, and country values. ♪ empower ♪ i got her a little something. a little something, dad? hold up. walt rolled his 401k accounts into an empower ira, and it's grown nicely. i'm for team splurge. (♪♪) thanks, grandpa! get good at money. so you can be a little bad. empower. and interest rates. employment numbers and analysis. squawk box tomorrow, 8:30 a.m. eastern. cnbc invest with an advantage gopro with a flash sale offer for a limited time at dave's been very excited about saving big with the comcast business 5-year price lock guarantee. five yea

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 by the end of 2025. as for capex or ai spending, kelly, this is probably the biggest question for megacap ai players in a post deep tech landscape. unlikely alphabet will pull back on any of those spending plans because the race has only intensified, and that will put pressure on other parts of the business. search, ads and cloud to really perform and get back to that ai story. >> yeah, and. >> i've used a gemini. >> i think. w

amazonjoins microsoft and google in reporting the company is also contending with the fallout she gaver take on amazon's results. and we saw that run up in their share price over facing some headwinds. factor cited for the weaker outlook for 01. google and microsoft. particularly in the second half of the year, that it expect to see the web server aws growth accelerate once again once it can meet consumer demand. but i wonder as well if some of them took fright at that scale of the investment in artificial intelligence. those concerns about the chinese ai player, sorts of capacity constraints that face its rivals, google and microsoft. but it did indicate that in the coming months, particularly in the second half of the year, that it expect those constraints to ease off a bit, and we would expect what do you make of those factors which have clearly you know, you mentioned the strong dollar there, but i wonder as well if some of them took fright at that what's going through your mind when you but they bring their inventory to the us and they bear and fulfilment services. is in washingto

and name like google is kind of been the laggard in the pack. and that's that's only only really changed in the last couple of months of the year when they came out with their willow quantum chip. and it really kind of shook people up as, hey, here's a whole new category that we never factored into our some of the parts for, for google. so you're right. you got to you got to look at each, each name specifically. however, in general, i would say a lot of them have tracked up. apple is a name that tracked up. so out of the seven i like nvidia the most, i own it right now. i like meta, and although i don't own it and i don't own tesla, i don't own apple. but those are those are the four names i expect to traffic in this year in 2025. >> okay, a couple of questions regarding all that. you sold tesla in fact, a few weeks ago. did you do it because of the valuation issues that you have? >> well, two reasons really. like incredible run since the election. i mean, it's straight up basically, you know, and so it just felt like it was time to consolidate

. >>> google ends its search for diversity hiring targets. why the tech giant says it's rolling back its dei policy following other major companies. >>> and the super bowl is just days away, but the party is already in full swing. we'll go to new orleans with a look at the security preparations ahead of the big game. >>> and mustard on the heartbeat? how kendrick lamar's "not like us" could help save a life. according to the american heart association. "early today" starts right now. >>> glad you're with me this morning. i'm frances rivera. washington is still reeling from president trump's remarkable suggestion that the u.s., quote, take over the gaza strip and expel the palestinians who live there. seeming to walk back parts of the plan, the white house press secretary claimed that any such relocation would be temporary. but while she said the president has not committed to sending american troops to gaza, she did not explicitly rule it out when asked. on capitol hill, the proposal drew criticism from democrats and republicans alike. >> i h

google's 50 states 50 stories campaign highlights one small business in each state.s one google rep explains, their ai component can benefit all kinds of small business. the reason why we did 50 states 50 stories is because we knew we had to share the different ways that businesses are getting value from it today. getting the message out during the super bowl doe't come cheap. the cost to air 1/32 spot this year is up to at least $7 million, according to reports. fox sold out their entire in-game inventory months ago. did you know there's a spanish language super bowl telecast? that version will air on our sister station, telemundo 48. live coverage starts at 3 p.m. and to see more stories like this, be sure to join us every morning on today in the bay from 5 to 7 a.m. daily. i'm laura garcia. back to you. thanks, working on the 5:00 news. what's coming up? garvin. hey, janelle. janelle. if i told you we were working on a story about a newly elected leader proposing some big changes, you'd think we're talking about the white house, right? yeah. no. we're not. we're t

para los usuarios de google maps en estados unidos. y mañana, si les parece, explicamos cómo. cómo se define esto? no, porque no puede ser nada más a definición de un de un país. y como decía césar, también se refirió al tema de los aranceles. no? ella descartó que estados unidos imponga aranceles a méxico el uno de febrero, como ha amenazado la administración de donald trump, aunque aseguró que su gobierno está preparado para cualquier escenario. momento de irnos a una pausa y al regresar, una corte federal dicta sentencia contra este senador. el senador bob menéndez por 16. delitos de corrupción. al regreso le decimos cuántos años deberá enfrentar y que dios le abriera el corazón, que nos permita dar una oportunidad, verdad? algunos inmigrantes le están enviando un mensaje al presidente trump frente a las medidas migratorias que élatomah bob menéndez fue sentenciado a 14 años de prisión junto a 2 comerciantes de nueva york inmiscuidos en delitos de corrupción. el implicado aseguró que su causa judicial tiene motivaciones políticas. p

i googled law me on su dawn. i got 7 pages of results. i googled me on the d l. c. 2 pages. are that in google does not me and you crate 28 pages, but please note that the, you know, hierarchy. oh i had it, right. all animals are equal, but some animals a more equal than up. it's the same. it seems with most why stay with our team to national for all the latest from around the world. thanks for watching and by now the take a fresh look around his life kaleidoscopic isn't just a shifted reality distortion by power, tired vision with no real opinions. fixtures designed to simplify will confuse really one say better wills, and is it just because it shows you few fractured images presented to this, but can you see through their illusion going underground? can the my last real job? last job, i got a paycheck from the college professor in new york city at the digital video film academy. and i tried to make 20 programming languages in different classes. i have all the courses here and i found them all recently, which is great. like i was looking at my google drive and i was like, i

google's 50 states 50 stories campaign highlights one small business in each state, as one google rep explains, their ai component can benefit all kinds of small business. the reason why we did 50 states 50 stories is because we knew we had to share the different ways that businesses are getting value from it today. getting the message out during the super bowl doesn't come cheap. the cost to air 1/32 spot this year is up to at least $7 million, according to reports. fox sold out their entire in-game inventory months ago. hey, did you know there's a spanish language super bowl telecast? that version will air on our sister station, telemundo 48. live coverage starts at 3 p.m. go. different sport, different sport. okay. i hope they do it though. anyway, teams from the bay area will be surely taking notes the whole way through the super bowl this weekend. that's because the next one, super bowl 60, is at levi's stadium next year. it is one of three big events the bay area host committee is helping bring to the san francisco bay area. one week from today, the nba all star game takes place

what google is saying about the changes. >> breaking news into the kron 4 newsroom. the warriors have done it. they've completed a blockbuster trade to bring miami heat star jimmy butler to the bay. according to espn and the athletic, the warriors will have to give up andrew wiggins, dennis schroder kyle anderson and a future first-round pick in order to land butler who is now a running mate for steph curry. something the warriors have been desperate to bring curry butler helped lead the heat to the nba finals in 2020 2023. he's made the nba's all star team. >> 6 times he is aging, but he is still >> good when he's locked in and now the warriors will see what's possible when they have another star on the roster to play alongside steph curry will have much more coming up in sports. noel. >> it's a big one. all right. thanks, grant. google is scrapping its diversity based hiring goals as it reviews some of its diversity equity and inclusion initiatives. google joins a long list of businesses scaling back their diversity initiatives which include target meta and amazon

google and 77 and a big disappoint and a big when it comes to announcement when it comes to ai announcementn it comes to aland weaponry. welcome to business today. in mainland markets in mainland china have for the first time reopened for the first time after week long lunar new after a week long lunar new year the composite down year break. the composite down around three quarters of a it after beijing percent. it comes after beijing announcedretaliatery tariffs us goods. announcedretaliatsry tariffs us goods. oil and agricultural equipment in the firing and coming into on 7 7 on president effa" a" “a"“a bra-ala“ would speak to trump said he wedtd speak. te xi later he president xi but later said he is in no hurry to speak to him. will be the what will be the impact? china wanted to differentiate - what will be the impact? china wanted to differentiate itself . wanted to differentiate itself mexico and canada series of calls that postpone any style sashthatpastpdna any banners retaliatory eifefli men the? eased they will well the? will be tariffs even they will not be implemented for a befo

and google finally says screwed dei. for no apparent reason.ch dei hiring targets and just four short years after they committed to diverse -- boosted diversity what say you? and i think it started as a good idea and then it went running amok. went across the whole board even in basketball game ends in a tie. that wasn't bad again not sure i understood it. i just think trump put every dei worker unpaid leave now they all have our the same colour with a pink slip but i actually like elon musk how he did it. he put on his twitter white house tech support. first time a white guy has ever taken an i.t. job from an indian. but i was in india recently called tech support and a guy in the u.s. picked up did you understand him? charles is this the pendulum going to keep swinging the other way because i know that costco is still clinging to it. >> there are a group of companies who say they will cling to it and costco had their stock closing at all time high today hard to beat costco but it was such a farce. it was really a farce in silicon valley and t

so, you know, met uh amazon, apple, google, netflix. however, when i asked them why they're not able to articulate themselves. and so i asked them, what are the main drivers, what's the point of this? what is it that you're doing? you know, yes, you know, i think computer science is a wonderful degree. i got my degree in computer science with my minor in english because i knew that the english minor would actually helped me with my career. and so when i ask them for direction with which you know, where do they want to go down? they all sometimes don't understand or they don't know. so i have to help themself . discovery through asking them questions, through consultation process. and throughout that process, it really helps to shape their understanding of how business operates, as opposed to being in academia which are 2 totally different world. and then once they understand that, and they have a clear focus, they can move forward. there's interesting because you said it happens with all ages, not only with the younger generations on ne

china also announced an investigation of google. however, there will be a phone call between president trump and xi jinping at some point today. could that be the tart of negotiations? -- start of negotiations? just like yesterday's calls with mexico and canada. "the wall street journal" doesn't think much of the president's deal with canada and if mexico. the journal says our neighbors gave, quote, minor concessions to get a pause on tariffs. all right. at the top of the money news this morning, yeah, it's palantir. the stock is behaving like nvidia. it reported a surge in profits and suggests it will stay strong in the future up 23% at $103 a share. the dow after monday's 600-point recovery swing, down about 80. a nasdaq up about 0 points in the -- 20 the points in the premarket session. bitcoin, it's at 99,2. the 10-year at 4.58%, and the 2-year coming in at 4.25%, actually, just above 4.25%. treasury yields rising. to oil, down, $71 a barrel. when tariffs on canada's oil were pause, oil went down. all right. politics. two more i

on google. i get it, i won't sure it just looks like it's just me for just the tip room that i see for force national invest. danielle assessing, meet the memorial stands in remembrance of the concentration camps, victims 3 separate monuments resemble the sweet blocks of a single death factory gift is out of the impulse of dna coughed silhouettes to fix the elderly man, women and children who were imprisoned in the desk. of about a 100 meters, from the memorial. last, a very swamp in which 50000 people spent 10 days in march. 1944, just over 33000 live to see liberation of to ensuring cold and hunger. and suffice that hell the meaning of what's the solution if multiple sculptures? yeah. how about that as well? yes, i do. hans, google bush, just super boys names. i left them with me and so it looks dealer to look up this book when they fitted curious to us, let me know what's the what are you that you live in the do what? just anything you could with business name or general hospital and well ass

it was down a little bit in sympathy when google was down 8% yesterday. but it's like the same thing that happened. you know, if you think about azure, if you think about google cloud, they came in like basically in line. but it wasn't good enough. you know, and i kind of disagree a little bit, karen, on that operating income guidance that they gave. you know the consensus was 18.2 billion. they guided to 16 or 14 to 18. so the midpoint is 16. that's not like 11% or so, you know. and what i think is going on here, these companies have invested so much in the capex. and this company, they spent $75 billion last year. they said there's going to be higher. that's not too different than what we heard from microsoft and google and meta. but again, i'm surprised the stock's not down more to be frank. yeah. because i mean like look where we are in the street. look at how a lot of these names are. also they're seeing that like the fever break a little bit. so let's see how this thing trades tomorrow i suspect it trades lower. >> call me pollyanna. >> but when. >>

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