first of all meda is a great company.hey have very good results, and their guide might've been muted in terms of the return on genai. they are running large language models and that is very important for the future of the world and they are doing a great job. we are running small language models which basically means we run our platform with the customers data in mind. so it is rocket fast, zero latency. because we are using the customer's own data there is total accuracy and 80 is very inexpensive and that's why customers are buying our genai now because it is secure, inexpensive to run and it's 100% accurate based on the customers data. that is what they are buying right now. we also have an open platform where we integrate with meta and we integrate with google and microsoft and all of the other market-leading companies out there should the customer want to reach into large language models. and we teamed up with nvidia where nvidia probably our greatest partner in this category is running small language models for us a

arguably, meda is playing catch up. heavily in order to catch up its -- catch up to its peers. it's having a negative impact on free cash flow. obviously, the higher amounts of capex has to put aim on that side is what the market took fright on a couple of days ago. compare and contrast with meta- -- sorry, without the bed and microsoft. both of these businesses are underpinned by a highly profitable cash cow businesses. alphabet is the search business whose quarterly growth hit in a quarter high, so that business is performing strongly at the moment, and underpinning the investments and ai. for microsoft, it's very well positioned within the pc software market. also, microsoft has a strong position on the cloud market. so there are, if that made sense. there are key differences between the two. basically, meda is playing catch up. tom: they are all spending heavily, billions of dollars in terms of building out that ai infrastructure. you have told us, and he flagged it, we need to focus on how they are monetizing. what

caroline: let's go to another key story meda is changing is artificial intelligence to allow for markntent -- more content to remain on his platform. they will allow it but market? >> a couple of years ago they came with a manipulated media policy if someone uploads a video that was ai generated to mislead it they would take it down but they say if they don't violate a different role within the company and the only issue it was ai generated even if it was misleading. there are a couple of different ways they could label these as ai or misleading but they are leaving them up. caroline: how does this differ from others? >> i'm not sure they're able to enforce these things the way they say they are we saw this in the 2020 election. manipulative videos and audios show up. the reason we are following this news, even if it is a small number of post is that they could be shared by president trump and major campaigns that are trying to influence the election. caroline: this does come in the political context of generative ai being the flavor du jour. do we see companies try to front run polit

should go some way through restoring confidence in the tech sector which was shaken wednesday after meda'safter its earnings report and the market was rattled by slowing us gdp and stubborn inflation. let's stay in the us where the latest data show its economy grew at its slowest pace in nearly two years in the first three months of the year. traditional demand is what led to the lower forecast. let's stay in the us where the latest data show its economy grew at its slowest pace in nearly two years in the first three months of the year. the personal consumption expenditures price index, which is a key indication of inflation — rose 3.4% for the quarter. investors are now trimming their expectations that the federal reserve will cut rates before september. as we've been reporting on newsday, us secretary of state is meeting chinese officials on a three—day trip. tensions over economic ties have been a flash point between washington and beijing. antony blinken has called for a level playing field for american companies doing business in china. our business reporter this morning monica miller

the yemeni army announced earlier that the yemeni forces targeted the british oil tanker andrew meda star with several anti-ship missiles in retaliation for this country's attacks in the red sea. brigadier general yahya seri emphasized that the missiles hit the target. the iraqi resistance drone attack on a target in the haifa port in the occupied territories of the islamic resistance of iraq broadcast the first moments of the drone attack on a vital target in the occupied haifa port. reports indicate that several drones were involved in this attack they had. the islamic resistance of iraq announced that the attack on this target in haifa was carried out as part of the second phase of the operation to resist the zionist occupation and support the people of gaza. the scope of student demonstrations protesting the genocide of the people of gaza has spread to more than 40 universities in america and canada. police attacked students and arrested more than 500 students in different cities. a telling picture of media freedom in america, especially when it comes to criticizing the zionist r

i view them similar to how we view facebook and meda 18 months ago.hey are on the cusp of a renaissance growth even though china is the elephant in the room with tesla and apple. that continues to be right now in this mag seven party they are in the cold on the outside behind the line. lisa: some headlines from tony blinken's meeting in beijing. tesla, was that sufficient for you? are you feeling like there's any name that doesn't get it done in the same way? dan: you need an adult in the room and that adult was muska. he stepped up on the conference call, waited out the strategy in terms of the lower cost and i think that was so important. our view when you say are we bearish, there's going to be losers of the ai revolution. even when you look at the companies like an ibm, look at how aggressive they are in acquisitions. you either mojo come back and my view, to bet against tech and a fourth industrial revolution is betting against mahomes and the super bowl. jonathan: are they better than the celtics? dan: it's going to be a tough series but i do be

es miercoles 24 de abril este bien informado aqui en noticias telemundo meda.

we saw meda came out with good numbers after yesterday but a guy that worried service now had a particularesult. we needed a strong google and strong microsoft to come through and show that this ai exuberance is also built on real data and real numbers. right now there are a lot of macro factors that might make an investor say it's time to take risk off the table. you look at the growth of azure and google cloud, eye watering numbers. you listen to ruth at google talking about expanding the company's margin and driving deflationary growth, meaning more profitability in margin. it sets up that these big tech companies leaning into ai have a really exciting story. my concern is this also shows some concentration that may be only a few companies will be benefiting from this ai wave in the near-term and for an investor, that should bring some concern. paul: let's start breaking down some of these companies here. alphabet for example, a beat across the board and first ever dividend. can you see some potential risks to the outlook coming? antitrust lawsuits and still a lot of spending needed to

meda says it will be the world's leading ai company but investors do not like the romance -- the roadmap drop in zuckerberg's stock. from earnings to ipo's we speak to the ceo

. >> we were a little late on meda. as well as google. i'm a little bit worried about google, i see some parallels between media and google. is there the search business of the future as good as the search business of the last 10 or 20 years. can they replicate them anomaly -- the monopoly they had and i'm not sure that they can do that to the extent they once did. >> the challenge that ai presents? >> it's all analog dollars to digital dollars type trade-off. ai is more expensive, it's unclear how they monetize although there increasing signs they monetize through subscription as we saw yesterday working with distributors like apple. but is that world could be as good as it once was for google. google of course does not trade at a particularly steep valuation it trades at a discount in the market. so much of that was already priced in last year. >> i want to introduce disney into the conversation as well. big week for bob iger. >> there's no doubt iger has the magic touch and has done a great job with disney. including finding a successo

the recent $140 billion in spending promises from microsoft, meda, google, is helping the ai demand narratives look for alternatives to nvidia's gpu's and that's where amd would benefit. another ai beneficiary is server assembler supermicro. they focus on high-performance community computing. they have betting that jumps to about 23% in the next year. given the focus on ai infrastructures, they did not preannounced positive earnings than they normally do so. that spooked investors last week. you can see the dip in the stock on your tree screen but this is still considered an ai darling. let's see if they provide a good guide. that's a concern right now. >> we will see. appreciate that. thank you. christina, as we were talking about with stacy a few moments ago, it's a cautionary tale, at least of late because the stock is only up eight or 9% year to date relative to some big boomers elsewhere. talking a lot about ai, not doing a lot as it relates to ai. >> last year the market decided to give them an abundance of credit for the leverage to the ai story that hadn't shown up yet in the business

nowadays whero facts.e the line between o and opinion has been blurred and we can loonsk to social meda as an excuse as to why. excuse abut, you know, the factt opinion, it is the lowest form of human thought because you can form an opiniolowest fn any information, as you said in your monologue to based ofasf o. and nowadays you have that combined with more wan people wanting to just simply win an argument, then arrive simp. thinth and i think that's really kind of at the nucleus of a lot of the issues nucs going on to. and it's just again, facts are facts and we need to admitting that again. >> reagan let me go to you now. you deal with factnen.s. >> you're a lawyer, trial lawyer. how is it easy when you're inrd the special warfare? it's called hearsay. right in court. i didn't y in c, take the bar or even open a book yet as a lawyer, how much do you have to deal with facts versus feelings when ha wituse soial or dealing with cases? >> because sometimes in some of the cases you have, you got a lot of feelings involved. yemes thos as. and of course, there are feelings involved. but you

couldn't recall any anti-trump feeling, but when the defense showed him the receipts, he admittetsd meda he posted on social media, quote, donald trump should, be locked up. >> another juror said he didn'tr remember posting anything bad about trump. >> and the pd n, when shownn the evidence, conceded to posting a picture that saystd ,quote, trump invites tie boysys to the white house. tie boys requests to return to cage. >> those two radical liberals got caught lying to the court and were almost seated on the jury. were almos this is what trump hs to deal with. >> yesterday, clay travirumps ws criticized for suggesting trump supporters get on the jury. >> s for suging fromo far, sever have been seated. >>even here's what we know about them. the foreman juror number one,a e he's a salesman from harlesmm who was born in ireland. he used to be a waiter, didn't finish college and likes anything outdoorsyanything. . he's married with no kids. his wife's in schoolie. ets hi >> he gets his news from the new york times, the daily mailw and some fox newsew and msnbc. >> nevers an met anybodyy wh

jonathan: meda reporting after the closing bell today. microsoft is in focus for many investors. what are you expecting? mandeep: what they have done -- it is a winning move. estimates go up by 40%. as a result of that, they have made that pivot ai and that also looks to be a smart move because now they have a large model where they can build an ecosystem. jonathan: never is a strong word. mandeep: they have spent almost $50 million. it is a niche category. when you have apple stepping into it, they cannot make a dent . and it is hard to make it as a hardware -- nobody reminds them. lisa: are they going to the we name to get a better branding at this point? i'm curious as to how high the bar is. are they setting the tone for earnings, even for the likes of meta-? mandeep: the one thing i will flag is had exposure to advertisers. chinese advertisers like temu, shein -- they advertise on meta-'s platforms. it was 5% of growth last quarter. if go south -- it is not like it will o to zo. but at pricing would take a hit. annmarie: i'm still shocked that you do not think they had a cha

jonathan: meda has been the darling since the back in -- meta has been the darling since the backendarch and product development efforts. that didn't go down well yesterday. i wonder if we learned to love that a little more in the days to come. lisa: here's the interesting thing about this earnings cycle. every earnings report is different and the bar is different for every company. you hear this efficiency discussion from certain companies that are talking about reducing costs in order to support revenues that are coming in lower. when it comes to elon musk, they are spending on taxes and the promise of it is just fine. with google and with microsoft, the problem is investment is rewarded if it's in the right thing. if it's in the right kind of durable ai investment, people will reward it. >> people will reward the story. they are not so hot on the ray-ban story. smart investors, potentially those that are buying and not selling, smart investors say if the product is scaling, there is a monetize will opportunity even before the revenue materializes. what investors are saying is when