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different ways of approaching this issue you know what i mean tim cook can know a lot about josh liptonwhen am i not on this device but they have structured the policies differently the system differently they're selling hardware, not advertising. that is an advantage here to your point because, yes, apple can say we may collect data but we can minimize that data and anonemize that that is a different policy different business models at work here. >> data is the new gold, right we'll see you later in the hour. don't go anywhere. ♪ ♪ (people greeting one another) it's being in his chair again. not your kitchen's. the buzz of the clippers... in his expert hands. how he remembers exactly how much to take off the top. and perfects a fade that had all but faded away. the small details are a big reason to come back and shop your favorite small businesses. we know them. we love them. so let's go shop small. with american express. businesses today are looking to tomorrsetting the course.ating. but new ways of working demand a new type of network. one that's more than just fast. you need flexibi

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chief sports reporter — martin lipton. tomorrow's front pages, starting with. ..rt with the telegraph, and it warns that a stricter tier—system is to be introduced in england, after the national lockdown ends on second december. the same story makes the front page of the sunday mirror, which dubs it, "the fright before christmas". the express says borisjohnson is facing a showdown from his backbenchers, who may refuse to back the tough new coronavirus restrictions. a different story in the sunday times — it carries a warning from the chancellor, rishi sunak, that taxes will need to rise next year, following the enormous costs of coronavirus. and, the observer reports on legal action targeting the government's choice of key figures in the fight against covid—19, including the head of nhs test and trace. so let's begin... this time with the sunday mirror and the headline, the fight before christmas. just how free we will be to socialise together, we are not sure yet. indeed, we are not. i think that is where the problem comes there is a question being asked over wha

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. >> all of these big events coming at a time where it's still cloudy out there, josh lipton one of the things that jobs -- steve jobs tim cook, who you spoke to last week mentioned still how the environment is so difficult to make forecasts on as they talk about holding back their guidance as a result of it, yet they have all of these events, the 5g phone, the event you've just told us about and other things that are close down the street >> yeah, it's interesting. when it came to q on guidance, there were a lot of people who thought that was big bogey they were looking for they wanted to see that guidance for that all-important holiday period i think what tim coke and the cfo might have been thinking was they went into that print with limited data points, just 14 days of preorders and sell-in. usually they would have something like 35 days of data they must have just felt like, listen, at that point they just didn't have enough clarity to give you a hard q1 forecast. when i spoke to tim cook, he said the pandemic cases are moving higher here and in europe, but they are willing to come

and as we prepare for a hard covid winter, gaming will again be a way to escape reality cnbc's josh lipton bonuses and potential problems with all this gaming >> so that's right, shep the number of covid-19 cases is increasing we know that's bad news for restaurants and movie theater, but it could be good news for the multibillion-dollar video game industry. the popularity of video games is surging as people look for ways to entertain themselves and stay connected with friends and family virtually >> this is an acceptable, social, available, anonymous, affordable entertainment option. i think that's really, really key. it seems safe and i can still connect with my friends as a way to pass the time there are only so many sourdough pieces of bread you can make >> dr. fong says gamers are an increasingly diverse group kids in particular are destreetingdevoting a lot of money video game for ages 2 to 17 grew 28% year over year to a whopping $6.8 billion some of the biggest tech companies on the planet think these trends will continue this week, microsoft and sony are launching a new game conso

and drinking lipton every day.n instagram and twitter @latenightseth and be sure to check us out on youtube and facebook head over to itunes to subscribe to the "late night with seth meyers" podcast you'll get "a closer look" and more downloaded right to your phone. in just a few months, we've learned a lot more about the covid-19 virus. it's real. it's dangerous. and we do know how to keep you and your loved ones safe. wear a mask. wash your hands. stay six feet apart. we can do this. if we do it together. ♪♪ how can i, when you won't take it from me ♪ you can go your own way xfinity mobile's fast nationwide 5g network meets the first iphone with 5g. get the new iphone 12 on xfinity mobile.

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guests joining me tonight are the broadcaster penny smith and the sun's chief sports reporter, martin liptonent figures show there were 19,875 new coronavirus infections recorded across the uk in the latest 24—hour period. that means that the average number of new cases reported per day in the last week is now 21,290. 1,729 people have been admitted to hospital on average each day over the week to last saturday, and 341 deaths were reported — that's people who died within 28 days of a positive covid—19 test. it means on average in the past week 409 deaths were announced every day. it takes the total number of deaths so far across the uk to 54,626. a possible alternative to a covid vaccine is entering its final stage of trials. it's being developed for people with weakened immune systems who cannot be vaccinated. 5,000 patients from around the world are taking part in the study, and trials involving 1,000 uk participants began in yorkshire today. professor anna maria 6eretti is professor of virology at the university of liverpool and explained how this injection differs from a vaccine. this i

with me are the broadcaster penny smith and the sun's chief sports reporter martin lipton.hojoins us from who joins us from the boardroom by the looks of things. welcome to you both. let's start with the telegraph, and it warns that a stricter tier—system is to be introduced in england, after the national lockdown ends on second december. the same story makes the front page of the sunday mirror, which dubs it, "the fright before christmas". the express says borisjohnson is facing a showdown from his backbenchers, who may refuse to back the tough new coronavirus restrictions. and, the observer reports on legal action targeting the government's choice of key figures in the fight against covid—19, including the head of nhs test and trace. let's begin then with the sunday telegraph. lockdown to end next week but stricter tiers on the way. i don't suppose many thought it would bea don't suppose many thought it would be a free for all and go back to how life was in march. exactly. i don't know about you, martin, but i have been having discussions with all my mates and we all said

with our reviewers tonight — the broadcaster penny smith and the sun's chief sports reporter, martin liptonhello there. for most parts of the country, tonight will be colder than it was last night. today, we've had a weak weather front, bringing with it rain and drizzle, heading its way southwards, and to the north of that it's been chilly today in the wind across northern areas of the uk, and that colder air is moving southwards. behind that band of cloud and patchy rain and drizzle on that weather front, sinking down into southern england, keeping it mild here, but elsewhere clearer skies. showers continue mainly in the north and west of scotland, windy in northern scotland overnight, but elsewhere the winds ease and, in eastern scotland, north—east england and northern ireland, temperatures could be down to 1 or 2 degrees. a cold but sunny start here. cloud throughout sunday in southern england, most of the rain and drizzle heads into the channel. after a sunny morning in wales and the west midlands, it clouds over, more sunshine elsewhere, showers continuing into the north—west on blust

it makes our lipton leaves better. which makes this smooth tea taste better. every day. can help support a healthy heart. now, there's skyrizi. i have moderate to severe andplaque psoriasis.every day. 3 out of 4 people achieved... ...90% clearer skin at 4 months... ...after just 2 doses. skyrizi may increase your risk of infections... ...and lower your ability to fight them. before treatment your doctor should check you for infections and tuberculosis. tell your doctor if you have an infection... ...or symptoms such as fevers,... ...sweats, chills, muscle aches or coughs... ...or if you plan to or recently received a vaccine. i feel free to bare my skin. visit skyrizi.com. cyber deal days! plus - take an extra 20% off! get sweaters for her - $11.99... save on shark vacuums... and take 25% off melissa and doug toys! plus, free store pick up. shop cyber deal days at kohl's and kohl's.com. >>> this morning on today's holiday consumer, saving money when you shop online. cyber monday is just two days away. >> and sara from retail me not is here with great deals tha

. >>> next up, check out the moves on they two gaming stocks, electronic arts and take-two josh lipton has the numbers. >> i just checked in with andrew appear oppenheimer on e.a., he says numbers were basically in line with company guidance, but lighter than what investors want ed first-ever dividend, but andrew is saying investors want acquisitions, not issue a dividend activist, take two andrew says has better i.p. call he called the depth and breadth of the portfolio, the fifa franchise, and i apex legends, its answer to fortnite, but clearly investors disappointed here also spoke with andrew about take two he said strong quarter, got ahead of the street. he says it bodes well as we now come into the prime months for gt and -- on the take two call, they were saying positive momentum, he called out certain titles, saying they are prepared and thrilled to take the next step of the next-generation game consoles the appetite for gaming zelnick is saying, has never been stronger. >> never stronger in my basement my son is a big nba gamer. >> maybe that's why he's striking out, he's play

ohio, new jersey, maine rounding out the top five >>> cnbc's josh lipton spoke with some americans about why they bought their first gun in the last few months. >> reporter: over the summer ruiz was driving with his friend through portland, oregon, when he saw violent protests erupt. ruiz said that led him to buy his firstha handgun that was 60. >> if you don't have a fire extinguisher, you have to go out and get one. you're not hoping to use it but you have it. >> reporter: he isn't alone. this year nearly 6.9 million americans have bought their first gun. more than double the number of new gun owners in all of 2019. the fastest growing demographic, african-americans, and with an account for 40% of new gun owners like lansing michigan resident crystal miller who said the pandemic and shelter in place orders frightened her. the 34-year-old mother of three decided to buy her first pistol in april. >> i am my own first responder if the police can't get there as fast as i can to my firearm. >> reporter: gun sellers tell us they are seeing record sales john in california says he sold two yea

josh lipton has got the details for us. >> we have good news for nfl fans the pro bowl is happening thisis a catch this year it is going to be virtual. so the nfl just now announcing a new format where the players chosen by their peers, fans, and coaches will instead compete in ea's madden nfl '21 game here's how this is going to work imagine set programming where a super star where say patrick mahomes is going to be voted in as a poe bowler and then can play himself in the game now the event will be broadcast across all major social media channels we are told the nfl is still working out details with long time partners abc and espn no financial terms discussed right now as of yet. but certainly this is another potentially powerful way for ea to market one of its marquee franchises. >> it's wild i love it. wonder whether there is any point in it. i guess they might be the best players on the turf during the season but are they as goods with, you know, a games console in their hand >> well, we are going to have to wait and see no hard date yet for this, wilf. but listen, the pro bowl typi

let's turn to apple's last big event of 2020 now under way with a focus on new computers josh lipton s standing by with all the details. what do we know? >> we do expect maax computers will pros source instead of -- a israel and -- foshball they have 13-inch and 16-inch matchbook pro. the company reported are a record $9 billion ref, a number of there's two which go reasons that apple is make the switch. one is cost reduction t.saves money to design chips inhouse which can boost profit margins for the product, and, two, control over the experience t.mr. chairman. >> all right josh thank you. see you in 'moment we'll be following this event for us let's bring flex nbc news report remember and cnbc count beautor ed lee i thouf, apple shifting to its own opens. what does it -- you are pointing it out okay the important thing it it margin that'sy will a leg of. it does mean that we will have to support different c pu u engines going on on a software one. that's a bit more cost and something else that they have to do it's not a pure margin gain as you might think so that's the other thing

. >>> april sl giving an early christmas give to some developers on app store fees josh lipton explainsdeadline extended that's the news developers just got from apple specifically those companies offering digital classes or virtual events just got an extension they won't have to pay that 30% standard commission on in app purchases through june in other words, they keep all of their sales for now. why make this decision apple says it recognizes that covid-19 is still very much a threat that means a lot of events now still have to move from in person digitsal although they're required to offer event experiences through in app purchase, we defer this requirement with an original deadline of december 2020 to allow additional time for developing in app purchase solutions. the deadline has been extended to june 30th, 2021 this is just a latest headline from apple regarding the fee structure on the app store remember, there was another big news early this month, too, when apple announced it's going to cut the commission to 15% for app developers making under $1 million on the oapp store in 20

josh lipton has the latest for us >> that's right. a new line of macs just officially unveiled and these are different with a main processer that's designed by apple rather than intel. so this is a new big brain in the mac, an integrated chip that apple is calling the m-1, it will power a new mac book air, which is faster than 98% of pc laptops sold in the last year, the price $999 apple flounc apple introduced a new mac mini that will cost $699, and apple unveiled a new 13-inch mac book pro with the longest battery life ever, studio quality mics the price there $1,299 apple says they're available next week. investors right now paying a lot of attention to that mac it's a bright spot for apple revenue jumped almost 30% to a record $9 billion in apple's fiscal fourth quarter. back to you all. >> josh, we've been focusing on apple and its share price. it's obviously worth keeping an eye on intel, which is not selling off on this announcement but has been having a pretty horrible year. does this kind of kick the dog when he's down it bas

jon, back to you >> josh lipton, thank you. >>> julia, it's funny. console cycles we have seen somebody who is weak. you can't even count out nintendo here. it's been going gang busters with the switch especially during covid-19. it's been sold out sony is at 20-year highs with its stock. not just because of the gaming business but because tvs are doing just fine. the imaging business, imaging and sensing is doing well, too then you have microsoft. we know what a strong company that is with a lot of different lines of product five years from now, we were looking back on this gaming period, not just the con soles, but also the online innovation that's are happening, julia, puts you on the spot who do you think is going to have won >> i think that the game makers are going to have a huge advantage here, jon. what i think is fascinating about the game makers is they're less reliant on the console cycles it becomes more of a year round thing for them we'll see big game numbers there is a new call of duty coming out it will be really fascinating to see ho

with caro quintanilla and julia borstin we'll start with apple, a cost cut for small developers josh liptonreaks down the news for us. >> here is how the new program is going to work it's called the app store small business program it launches on january 1st and it does represent a big change here. developers earning up to $1 million during the previous year will now be eligible for a commission of 15% on paid apps and in-app purchases, and that is half of apple's standard commission apple says the new program will impact what it says is the vast majority of developers selling digital goods and services on the store. tim cook saying in a statement the app store has been an engine of economic growth like none other, creating millions of new jobs and a pathway to entrepreneurship accessible to anyone with a great idea for investors this change is also important remember, the app store is critical for apple it accounts for an estimated 25% of that faster growing higher margin services segment, but it doesn't look like this change will have a big impact on apple's bottom line. yes, this change

the matter tells cnbc.com that a deal could be announced as soon as next week i think we have josh lipton i'm sorry, josh brown for more on this. you have owned slack interesting that the market believes that this one could get about a 30% premium in a deal? >> yeah. i mean, look, i'm the sucker that walked away at 29, made a little bit of money. obviously left most of what i could have made on the table if, in fact, that's about what's to happen i do think it's a great deal for salesforce it would be their largest deal ever, but it could be transformative you think about the fact that they have over 80% of the fortune 500 utilizing salesforce, they have this feature called chatter, which my employees don't love my employees are on slack all day. now if they could be assigning each other salesforce tasks, which is how we run our firm, inside the salesforce environment but utilizing slack, it would be phenomenal and could get away with doubling -- i hope they're not listening but could get away with doubling what they charge us because it's that useful i do think it's the deal that always

. >>> nvidia earnings are out and josh lipton have the earnings for us josh >> $2.91 the street was atup 57% to a better than expected 4.73 billion. street was at 4.4 billion. as for guidance, they're looking for q4 revenue of 4.8 billion. street was at 4.4 billion. two big segments, gaming at 2.3 billion and data center at 1.9 billion. statement from jetson huang, record revenues in gaming center and overall. the stock was up 200% from its march lows conference call kicks off 5:00 p.m. eastern and we'll be on it. back to you all. >> high bar they set clearly, the market is taking it okay the stock is up a little bit josh, thank you. we'll talk more nvidia with an analyst in a moment. let's go back to mike santoli. consumer trends among a younger generation, mike not your generation. >> a generation even younger than yours, sara generation z, which i really want to highlight. it takes a look at people who think you are out of touch right here you see 50% of these folks under 19 years old right now have a driver's license. back when i was getting a license it was closer to 70% clearly t

. >> first as a public company thank you josh josh lipton., in pallan tear in the last two sections. is that an election play >> it would seem to be, on some level an election play, people backing into it. also the risk appetites rising i could see the rationale why it would offer more adoption better customer marketing message without an overhang of some kind of controversy but it is not necessarily clear to me that that's a tangible thing. but i could see why that might be the motivation for the bump. >> a fda panel decision on biogen's alzheimer's drug could be announced soon. >> biogen's stock moved significantly two days when the fda released briefing documents about this alzheimer's drug ahead this meeting of a panel of outside advisers to discuss the evidence behind the drug we are meeting now, virtually, and they are taking a vote this is why this is such a big moment for biogen. last year they diss continued these phase three trials because it looked like this dug didn't work in october they got information that says wait a minute it

. >> apple launched a product launch event for next week josh lipton has the sales.osh, they just had a product announcement. >> circle your calendar. apple is hosting another efficient. the invitation to this one simply reads, one more thing november 10th at 10 a.m. pacific. this could be the event where new macs are introduced. over the summer at the developer show apple announced it was moving from intel-paced processors to its own chips. the mac, a stand out revenue of $9 billion. that did best expectations bernstein's stacey raz gone says apple is not a critical customer for intel. but it is not trivial either probably, stacey estimates, mid single digits in terms of total revenue. sales that will no longer flow into bob swan's company. >> tech stocks are dangerously overvalued -- i don't know if you used that term before. is apple in that camp? to what extent, even if you are pretty clear you are going to get relative outperformance for your makeup of stocks, to what extent given the market cap in those dangerously overvalued stocks will things fall over period

. >> "the new york times" investigative reporter eric lipton. >> trump was unwilling to accept that adviceurns out privately he was saying something very different. >> you just breathe the air. that's how it's passed so that's a very tricky one. that's a very delicate one. it's also more deadly than your, you know, even your strenuous flus. >> trump says he downplayed the virus so as to prevent the american people from panicking, and he continued to downplay it in early march. >> it will go away. just stay calm. it will go away. >> a message at odds with health experts. cases kept increasing, and increasing. >> the coronavirus death toll that jumped again today. >> finally on march 11th, the day tom hanks and his wife rita wilson became the first high-profile americans to announce they had tested positive, and the nba shutdown its season, trump set out to reassure a very nervous nation. >> my fellow americans -- >> the president was uncomfortable heading into it. >> "the new york times" white house correspondent and cnn political analyst maggie haberman. >> the president looked unfamiliar

josh lipton joins us he has more on this front.tion point, right, josh >> absolutely, becky the mac is enjoying strong growth tim cook is introducing new mac computers. the big news is they are powered by a main processor designed by apple. instead of intel it's a brand-new chip that apple calls the m1 >> the m1 chip is by far the most powerful chip that we have ever created it makes these macs dramatically faster, provides all new capabilities with extraordinary battery life and enables the mac to run more software than ever this is exactly why we are transitioning the mac to apple silicon. >> this will go into a new macbook air at 999 mack mini at 699 and new 13 inch macbook pro starting at 1299 bottom line, apple said thanks to the m1 they will boast faster performance, better battery life and stronger security. they could even boost profit margins on the machines. mac is a bright spot for apple thanks to the work from home trend. revenue jumped 30% to a record $9 billion in apple's fiscal fourth quarter new macs will be availab