quarter and great outlook, that's because the stock is not in sync with the analysts we'll go to lisa sud ceo i met her when the stock was at 3 and she said get on the amd bus. good call. lisa, right to it. there is a perception on the conference call that gaming is slow, data center is slow, the transition is not that good. you're not going to make as much money and people are disappointed can you tell me how wrong that is >> good morning, jim and good morning, carl and david, good to talk to you guys. we had a great fourth quarter that capped off a great 2019 we grew 50% year on year on the quarter to our highest quarterly revenue and highest annual revenue ever all segments grew other than game consoles, which is going through a product transition so we feel really good about how the market is. we gained share, we believe in the pc market as we had a strong holiday season we grew strong double digits in the data center and we continue on our march to grow data center revenue. i feel really good about 2019 and actually even more excited about what we have in store for 2020 >> one thing

same deal with amd and lisa su with target lots saw them as roadkill for walmart and amazon thanks inart to their lack of a serious omni channel strategy but he laid out big bucks to buy shipt and doubled down on high quality private label brands with where the money is and defied all wisdom and developed a multiple form factor strategy, small, urban, large urban and hith hitherto underserved neighborhoods that others had given up on, college campus, cornell is one of the greatest turnaround artists in the history of american business speaking of that, the s&p's fifth best performer chipotle, cmg. everyone who gave up on this thing after its health scare watched the train leave the station. it is never coming back, people. >> all aboard! >> historically we know it usually takes the american people roughly 18 months to forget about food scares and that's what happened here but chipotle got a major boost after it brought in brian niccol as the new ceo in 2018. oh, the skepticism was thick he used to run taco bell which seemed to be the polar opposite of chipotle. in the end he preserved

. >> their two ceos, 15 blocks of each other, lisa detwiler, my wife and lisa su >> not surprised theyt on mad dash but why today? >> lisa su, this is ces going on, we have unbelievable coverage >> onfojohn ford is there at th electronics show >> dave left intel behind, intel has had manufacturing problems >> think about that sentence for a second, amd left intel behind. >> jerry sanders ran amd and i was friendly with the board members now deceased at intel and thought it was important to keep amd alive so there would be no anti-trust. now amd is getting the mojo, all the big clients. today heresy, analysts nomura says amd is going to take share from them. from my dog. >> nvidia. >> of course they're related, lisa and jen smart >> cousins >> but i don't think she can do that i had this argument three years ago, when i said i don't think you can take share from intel. >> in what area? >> data center three years she said to me jim, i am going to trump intel. i said give me a break well now i'm starting to take notice now i think nvidia, the data center market is big enough, that david,

go back to what lisa su was saying the weakness was the gigantic transition go back to what satya wasone listen to satya and said we got a transition, no problem and everyone decided lisa su would get crushed by the transition no no >> no. >> no. >> okay. people are saying yes to charter, one of the companies i cover. they lost video subs but that's not where the thoughts are the wireless business for charter and comcast becoming a real thing but broadband is the key you can see the stock up again it has had an amazing move over the last let's take a look at the last year or so. by the way, ceo tom rutledge is starting to leg in to some of the options grants he got some time back. when you looked at them, wow, really he's becoming an incredibly wealthy man as a result of that. >> you're into that this week. you did the blackstone do you have some sort of -- >> yes no, i like to point it out blackstone, first of all, is a bit different. there a lot of the partners have become billionaires as a result of their investments in the funds that blackstone has. not the stock. >> i thought it

it's all bullish lisa su talked about strong demand for her data, pc and gaming chips and gave us a spectacular blueprint for future sales. the brilliant cfo of nvidia tells us how inference chips, actually thinking chips are becoming a real part of the business closer to genuine artificial intelligence than most think and last time reflected in the actual earnings per share. what else? if customers are buying semiconductor in record numbers the chip numbers need more capacity they go to kla and applied materials and lam research no wonder their stocks are soaring. executives are showing off all sorts of new devices and seeing excitement for 5g. 5g ripples through everything from skywork solutions and marvel technology and talking about the wonders of it later in the show maybe you'll believe me then elon musk gave a rosey outlook for tesla's chinese demand a did a jig because he can't contain his excitement tesla is going to be selling 150,000 cars from the chinese factory that didn't exist. didn't exist 12 months ago took 10 months to build. take -- oh, none of the american companies could bu

. ♪ taylor: cisco has named amd ceo and president lisa su to its board of directors.u is now the 11th member of cisco's board. the deadly coronavirus has killed at least 80 people in china and sickened more than 2700. the illness has appeared in more than 15 countries around the world and researchers are frantic working to come up with remedies. one of the firms trying to do just that is inovio. last week, the philadelphia-based biotech firm received $9 million in funding from the coalition for epidemic preparedness innovation. joining us now from philadelphia is the cofounder, dr. david weiner. in 2014 he was named as one of the nation's top 40 most influential vaccine scientists. doctor, it is great to have you. talk to me first about what specifically you are doing with that $9 million grant to help find a potential vaccine for this. dr. weiner: thank you so much. so, inovio is immediately working to set up a group, a coalition of people to work together to develop a vaccine candidate that can be moved into clinical trials rapidly. and inovio has done this three ti

amd a couple price target bumps, cowan 47 to 60 >> oh, the pressure on lisa su, ceo of amd >> i'm awaree is, thank you. oh you were telling the viewers. >> remember it's a podcast, too, i have to do that. >> i forgot for a second >> by the way, intel, they've got -- bob swann has a package, a huge amount if the stock stays above 60 i think this s you know, interesting way, people are starting to reward a lot of ceos if the stock goes higher it's great >> tesla the most dramatic example. >> is he in that yet, carl >> i don't know. i need look back and remember. i no he's very close and i remember when it was announced at the time. we applauded it because he was not taking a large salary. it was a stock price went up so far beyond where the current price was that it seemed as though shareholders would be happy to give elon $1 billion. >> i agree he's so aligned with the stock >> elon? >> yes only axon, the old taser, they've got a similar situation where if the stock trades up big they'll make fortunes. people are buying zoetus, it has vaccines for animals is this animal based, the corona

something that knocks apple down, but how is apple affected who how is micron affected do you think lisa su says this is going to hurt -- she has a travel log going on, triptick. i don't mean that to be disrespectful. i'm waiting for florence because i like florence. milan. >> this could still take maybe, you know, this happens on a friday markets digest >> good reason to sell monday, something happens this weekend, talk shows, the president escalates, market comes down more monday i would not be excited about jumping in here. we're not giving up enough when i got up, futures were down 47 quarter three. bummer i'm back though. quarter three is good time to -- i danced until a quarter of 3:00 on vacation. but i looked at things and said, okay, maybe is there a chance. man maybe a chance to buy pepsico because they're doing well with the dollar down. but, no. let's wait we should thank richard engel, he's on the to en. >> joining us now on the phone is nbc news chief foreign respondent richard engel, making his way to a region he knows better than anybody else richard, good to have you on the

lisa su, that stock is so bid up that it is a worry because remember the stock was at 33 then they reportedhe quarter, dropped to 30. i said the quarter was great, people ignored me and next thing it was at 50 this quarter it could go down to 47, 48 and pick it up. the world is her oyster. >> on the backdrop of taiwan semi, skyworks the supply pack between broadcom and apple >> i thought liam griffin did a remarkable job for skyworks. the stock is bid up. 6% cell phone got a lot of other things he's doing 5g, talks about a primmer on what 5g is versus what people think it is excellent conference call. it should be listened to the stock rallied so much that people are concerned >> is there a sense that the broadcom deal is taking air out of the skyworks quarter, might be a supply shift on the apple front? >> i think people are conflating that the demand for samsung, demand for china is -- liam can't make it he's got a supply problem himself. and the fact the stock is down, it was up $1 at one point. the conference call was good people are looking for reasons to sell. i'm not worried about sk

. >> amd -- >> thank you, lisa su. >> they do report tonight and between them and apple, hopefully we clarity on how the virus might be affecting global supply chains. >> you have to -- when you talk to greg hayes, he's got a lot of china -- he said we don't know, but we're not saying that they're going offline. they're not using it offline. 3m because of the mask business they're a little more sensitive. but remember mask business is 24/7 around the globe. united technologies was good quarter. i do not know why that opened down. why did that open down what was the line in the conference -- what was the -- you read -- i got the conference call on streaming and you read the release and you say, all right, why is it down? and the assistance because it shouldn the answer is because it shouldn't have been. >> and now it's not. i've got something, it's small but a deal. >> you're talking delphi >> yeah. >> i why do you laugh at me when i said we have to focus on delphi >> because it's not worth focusing on. it's up 61%, i did want to mention it. >> right. it's about making it more efficien

but it is the fastest grower listen to lisa su and a wildly misinterpreted conference call, the cloud is the greatest secular story of our time. but yeah, i think if you're amazon, do you need to acknowledge other -- we have competitors nipping. >> let's see what it looks like tonight. meanwhile the stock has underperformed. >> well, it's because of azure. >> you think so. >> yeah. azure is great. >> not because bezos is wearing crazy clothes, dancing all over the place? >> no. azure revenue grew 62% david, don't go there. turns out there's other people at amazon too. >> yes, there are. we'll be here tomorrow discussing it i'm sure. >> will we >> yes, we are you'll be in tomorrow, right >> i will be you've been sick. >> just a cold, a common cold. >> what do you have, the modelo? >> they still haven't figured out a cure for the rhino virus. >>> coming up, shares of service now reported earnings. they are up. bill mcdermott will tell us about his game plan for growth at the company stick around, a lot resqwk t seet.mo "ua usually i go by the name soso. i am a chief... solutions enginee

despuÉs de 6 aÑos, lisa tomÓ la decisiÓn de decirle a alguien y hoy libre. sue nos impide hablar. >>> en los 3 aqudefiscal, hemoÁs de trÁfico de humanos, de lo que yo habÍa visto antes. >>> >>> vamos a sudamÉrica, en chile el descontento continÚa. en la icÓnica plaza italia en santiago. rociaron agua a presiÓn a los manifestantes tiraban objeto a los uniformados. miles se han pronunciado en las calles por mejores pensiones, planes de salud y educaciÓn. >>> en chicago hay fuertes vientos y estos estÁn or ji nando un fuerte oleaje. estÁ causando estragos a los que viven en la zona. de norte a sur del lago michigan en ela ciudad trabajan a marcha forzada por mantener los alcantarillados funcionando como se debe. fue en busca de ayuda. me tienen que dar esperanza. las bolsas de arena no van a ayudar en este punto. distintos puntos se inundaron y provocaron cierres como este de la calle 77. residentes de chicago aseguran que sobre a vis no hay engaÑo y asÍ funciona la madre naturaleza en el medio oeste. >>> hay que acostumbrarse, frÍo, nieve y de todo. se tardÓ un p

jason: former fbi lovers, peter strzok, lisa page, suing the federal government for making their anti-trump public. turns out it was then deputy attorney general rod rosenstein who authorized the release. new department of justice filings exposed that information. according to the filing, rosenstein said, quote, providing the moats egregious messages in one package would avoid the prolongedded disclosures and would minimize the appearance of the department concealing the information that was embarrassing to the fbi. we have form u.s. attorney for southern district of new york, andy mccarthy. thanks for joining us. when you saw this, what was your reaction? >> good morning, jason. rosenstein es and the justice department explanation is it reasonable. this is not a privacy act violation. they're making argument why legally the case ought to be thrown out. he had perfectly good reasons to do it. he is quite right, that this would have stopped the drip, drip, drip against the department that would otherwise have happened t was inevitable that this information was going to become public. the inv

encontramos este celular inteligente un asistente per tu zona lisa de que promete el cuidado de piel para ti >>> analiza la condición de suo ideal >>> lo bueno que esto es que te ayuda a conectar y cargar tu teléfono, poner lo mejor tiene también una luz azul >>> además del impresión 3d tiene mucha peculiaridad de esta impresora sin tiene precio de 300 a 1300 $ >>> es un teléfono, puedes hacerlo puedes dibujar, y lo pones adentro >>> para los amantes ser adrenalina y bicicletas y patinetas automáticas que se envuelven y puede guardarla bajo de su cama >>> es una pequeÑa ventana para el futuro lo que son destacado puede llegar al mercado metas algunos no pueden ser exitosos, seguiré en estos pasillos y esta feria continuará esto es telemundo >>> en las vegas la empresa de inodoros inteligentes esto cuenta para subir o bajar la caja del baño en la ciento tiene calefacción o tiene que bajar la palanca ni cerrarlo y se lleva a cabo en el momento que se queja del sanitario lo mejor de retrete, es que puede conectarlo con su blue tú y escuchar su música favorita, tiene control de manos libre funciones personalizadas y ambiental

lisa: pete was waiting for the opportunity. pete: protecting free speech on campus. one group is suings next. ♪ ♪ here, it all starts with a simple... hello! hi! how can i help? a data plan for everyone. everyone? everyone. let's send to everyone! wifi up there? uhh. sure, why not? how'd he get out?! a camera might figure it out. that was easy! glad i could help. at xfinity, we're here to make life simple. easy. awesome. so come ask, shop, discover at your local xfinity store today. dean: quick headlines, 2020 hopeful bernie sanders is getting a bump just weeks before the iowa caucuses. a new des moines register poll shows the vermont senator getting 20% of likely caucus goers. elizabeth warren polls just behind at 17% and pete buttigieg at 16%. joe biden is in fourth place at 15%. and one of sanders' signature proposals could cost american workers over a trillion dollars. the wealth tax endorsed by senators sanders and elizabeth warren would try to pay for sweeping social programs like medicare for all. but, economists say the tax would hurt innovation and investment in businesses. th