of microsoft have been invited to a huge party in a tent over there on the microsoft campus.ng we could hear blaring out of there? you got it. rolling stones' "start me up." >> windows 95 was the most successful software launch to this day. everybody, whether they really wanted to or not, went out and got windows 95. >> getting the rolling stones to allow their music to be used in the ad launch tonight is the sign of a company at the peak of its powers. the challenge for microsoft is to stay there. with the race now on to exploit the internet, it may soon be microsoft's turn to fear the competition. ♪ i've been running hot ♪ you got me ticking ♪ gonna blow my top a new range of innovative air fresheners with no heavy perfumes that you can feel good about using in your home to deliver a light, natural-smelling freshness. febreze one neutralizes stale, stuffy odors and releases a subtle hint of fragrance like bamboo or lemongrass ginger. to eliminate odors with no heavy perfumes, try new febreze one. brand power. helping you buy better. they have businesses to grow customers to

—— the microsoft site max —— mixerto find microsoft —— the microsoft site max —— mixer to find the bestg the endgame, there are only two or three players left so they try to use this technology to identify these super exciting and games. and any microsoft employee with an eye —— with an idea can come to this space, the garage, to hack, and work on ideas. is there any workable than a garage? that would be the batcave. i'm looking at a visualisation of global worked —— earthquakes over the last 50 years. microsoft changed the last 50 years. microsoft changed the way we worked once with windows and here is one possible workspace of the future. using its augmented reality headset, this is a glints of how our computing workspace may one day be all about physical space. today, we havejoining us, some of my team—mates. today, we havejoining us, some of my team-mates. jinna in new york, high. and there is peter. spencer, how's it going? and they can see us as well. this is spatial, a prototype environment where people can appearto be prototype environment where people can appear to be in the sa

microsoft is back in the game.ve here at click more than any is the one for best visual effects. last year, we talked to the visual effects teams behind all the most amazing looking movies, and the next four weeks, we are going to be speaking to some of the biggest names in the industry as they tell us how they made some of the biggest films of past year. and frankly, no movie was bigger than avengers: infinity war, so big in fact it needed several effects houses to work on individual sequences in the film in order to bring's earth's mightiest heroes to life. in time, you will know what it is like to lose, to feel so desperately that you are right, yet to fail all the same. it's 3,500 vfx shots, which is a huge number for a film. hear me, and rejoice. it was a major sequence, so it's the part of the film where ebony moore comes down to try and get the time stamp from dr strange. we have a capture lab here who collect data and do motion capture and that sort of thing and they went out to greenwich village and i thin

also on the show when cars turn into computers on wheels the heads of microsoft and fox fog meet in berlin to talk connected cars. when the plain old luxury yacht just isn't enough to impress the neighbors the super rich are now turning to i drove for miles . this is the w. business i was in berlin wellcome a high ranking e.u. delegation arrives for talks and accurate today to discuss trade debt and deeper economic cooperation turkey's economy is suffering inflation hovered around twenty percent in january even though the government blames traders for the price hikes energy transport and production costs have dramatically risen after the depreciation of the turkish lira over the summer and now president other one is set up makeshift government markets to sell produce at a lower price. shoppers and door long lines at this large tent in istanbul neighborhood to save money at the government sponsored market itself spinach tomatoes and peppers as well as many other popular products at highly discounted prices took its president richard type of air to ones government has established dozens of t

also on the show the head of microsoft and park stock in berlin to talk connected cars are correspondent listen to. welcome to the w business i'm in berlin thanks for joining us and it's mixed signals coming from the u.s. from talk of upcoming signing festivities between the u.s. and china finally sealing a trade deal to what appears to be a walk back from one key negotiator from the american side trade representative robert light hisor has spoken before a panel of lawmakers this is what he had to say. be clear much still needs to be done both before and agreement is is reached and more importantly after it is reached if one is reached if we can complete this effort and again i say it of and can reach a satisfactory solution to all to the all important outstanding issue of enforceability as well as some other concerns we might be able to have an agreement that helps us turn the corner in our economic relationship with china now here to translate for us is against carter he joins us now from wall street yes good to see you now that statement from light hisor remarkably at last really euph

. >> faang or big cap tech in my eyes they're doing microsoft wasn't in faang.at represent growth or does it represent established technology companies >> well, one, they represent quality companies, arguably blue chips now. you can make an argument faang and large cap becomes secular like health care and staples will because of labor supply we have written about it in many reports, the actual flood of prime age workers has disappeared. u.s. tech companies are global leaders. >> david, tom, thanks for being with us. >> thanks. >> thanks. >>> coming up, apple continuing to bring the fight on privacy to facebook, removing the social network to its own apps. does it matter kara swisher joins us next on her latest column. we have a lot moresqwk le saight ahead. stay with us see that's funny, i thought you traded options. i'm not really a wall street guy. what's the hesitation? eh, it just feels too complicated, you know? well sure, at first, but jj can help you with that. jj, will you break it down for this gentleman? hey, ian. you know, at td ameritrade, we can wal

what happens if like microsoft developed a nuclear bomb before the united states government did you knowobviously you know today's restrictions on who could make weapons and things like that but what if you didn't realize it was a weapon until it is used as one of the marketplace is a member you say this point about more ality because you know what you know that we can question the morality of a nuclear bomb i don't know we should have used it or in our whatever we could do that but what science came out of it but that was a government funded program that was very secretive that was there was meant to be you know kept in the hands of secrecy was somewhere along the line the united states government kept saying well we can let these big corporations develop all this stuff honestly facial recognition should have been developed by dark by everyone else a very long time ago and it shouldn't be in the hands of these corporations so my question to you is at what point does more ality come before profits for a technology company or a company that's like where you like he said like where does th

corey: i got into it originally when i was at microsoft. peoplene of those focused on deploying technology and did not think about cyber security. i woke up one day and we had a that infectedssue the internet and caused a huge amount of issues. essentially we had to go around the world on a tour of people in the organization and apologize for it, figure out what went wrong, and in short it did not happen again. one thing i will say, though i am not in microsoft, from then on they took cyber security extraordinarily seriously. but it started as curiosity to me, how to we get to this state and make sure society gets better in managing technology risk? host: you mentioned automated response. are we talking about ai? corey: yes. we are increasingly making it more intelligent. i would not say it is ai yet. the term ai is overused. -- is theed death machine curious? did we program the machine to be smart? and does it choose the right course? that is not artificial intelligence that has people in fear. we have automated intelligent systems able to

how did you get microsoft to focus this much money on housing?fe: you know, we the ceos had a meeting and talked about the amazing success we have had economically but some of the challenges that have come about as a result of that and really talked about housing affordability at the top. they began the process of asking how they could help, and really, they stepped up and said they would invest big-time, ally givehilanthropic money to homelessness -- $25 million. $200 million for low income, and for the first time ever, 220 $5 -- $225 million for middle income housing because with the growth and high cost of housing, we have seen the affordability of middle income housing just diminished dramatically so we are pushing all of our middle income families out of the region. emily: i recently sat down with priscilla chan to talk about the chan-zuckerberg's big backing of the housing initiatives in san francisco. facebook is part of that, genentech is part of that. i asked why more companies seem to be wising up to their role in this issue. take a lis

it is not just microsoft and amazon. they are stepping up.part of the solution, but it's everybody being part of .he solution emily: what have these sorts of prodevelopment policies been difficult to accomplish in the past? i assume there are a number of political and practical challenges you will be up against. >> no question about it. we took a look around the world in sydney, australia and london, england. they said they raise capital from the private sector, but they did not succeed in addressing middle income housing, and the main reason was they could not make down some of or providebarriers economic incentives to developers and builders to get the job done. that is why we have art nerd with the public sector. we think we cannot succeed private alone or public alone, but together with community support, there is nothing we cannot do. >> thank you so much for joining us. we will be watching to see what you accomplished. >> thank you. emily: still ahead, gopro is zooming into a new opportunity. we will hear from the ceo on why the company

this is a simple easy thing for microsoft.them and move on. >> yeah, gary, i couldn't agree with you more. it's just so disheartening to see your fellow americans having this sort of attitude, saying that it is a private company and citizens can deal with their problems with management. this is unfortunately not the first time that we have seen this, right. we saw that alphabet google employees were also similarly protesting over a contract it had with the pentagon. meanwhile, many of these tech businesses that have been very altruistic nature worry about doing business with the u.s. military, yet they are doing business in some of the most nefarious places on the planet, like china. you can go through the list of countries where they do business with huge human rights errors and atrocities that are dealt with on a daily basis. so that intellectual inconsistency among their employees is very saddening but i think this is something we have to look at as it relates to the tech community. in general, there's a very libertarian sl

corey: i got into it originally when i was at microsoft. i was one of those people focused on deploying technology and did not think about cyber security. i woke up one day and we had a pretty nasty issue that infected the internet and caused a huge amount of issues. and essentially we had to go around the world on a tour of people in the organization and apologize for it, figure out what went wrong, and in short it -- ensure it did not happen again. one thing i will say, though i am not at microsoft, from then on they took cyber security started theily seriously.seriot curiosity for me of how did we get to the state and how to we make sure society gets better in managing technology risks? >> you mentioned an automated response. are we talking about ai? >> we are making it more intelligent. i would not use the term ai, i think it is over utilize. it is machine curious. what we mean when we say i.e. i commuteray is that the -- computer is smart and can choose the right course. that's not the artificial intelligence that has people in fear. w

stuart: let's talk about microsoft.nies call the lens project. you're seeing it on the screen. they don't like it because it's used by the military. microsoft has awarded a $479 million contract or the army to use their device. programmers not happy. they don't want their product used to harm others. they are demanding microsoft cancels the contract. no impact on the stock but i think those people should decide. >> we did not sign up to develop weapons. we demand a say in how workers used or has he been saying all morning, you can quit. stuart: yes, please quit. you can decide whose side you're on. check the price of oil. the price per barrel is down $2 today. fifty-five dollars per barrel. a 3.5% decline. prices at the pump keep going up. we are now at $2.39 national average. let's see if it stabilizes they raised the price of crude goes down. the president took to twitter about the hike in oil prices recently. not today but recently. oil prices getting too high. opec, please relax and take it easy. the road cannot tak

microsoft has. they're now one of the two dominant players in the cloud, along wit amazon's aws and microsoft's azure business i still growing about 75%. and their total cloud business which includes office 365, is growing over 50%, so i think microsoft has a long runway of double-digit growt and also generating great profits and free cash flow. >> we hear from so many mon managers who like companies because of their parti. how much is left in the cloud growth strategy? >> i really i think we'the very, very early innings of that. i think the way we could capture data the way we could deliver software and analytics, we're just starting to move to the cloud. most information technology spending is still done the old way. and i think when you think about the transitions like this or the generations like this, this will honestly lt 20 or 30 years.'r 5 to 10 into it so we have a long ways to go. >> mike, thanks for being with us night. >> thank you. >>> there's trouble in toyland and that's where we begi

we reached out to microsoft. we got this response.ppreciate feedback from our employees. we provide many avenues for their voices to be heard. this is a longer statement. we're also committed to providing technology to the u.s. department of defense which includes the u.s. army under this contract. and as you know, liz, we have seen a lot of heightened activism. microsoft is not alone. we've seen the same from amazon and google. worth noting microsoft up on the day. liz, back to you. connell: i'm sure there are no locks on inside of the doors of microsoft. people can choose to leave if they don't like it. >> they say they can be reassigned to different departments if they conflict with their values. liz: deirdre, thank you very much. today's countdown closer, sean o'hara, director of pacer etfs. give me a name, i don't want to get too crazy but i think there should be a exposure if there is a new way. >> if data centers and fiber-optic and sell phone towers. crown castle and american tower are the two biggest names f we go to 5g for i

our now has a market cap of 820 billion microsoft. the fact that this year analysts are looking for negative growth on the top line relative to apple or might seven amazon double-digit growth. -- investorshaps really are looking past that fact and perhaps they think the maybe timct ahead, cook will play rabbit out of a hat. time will tell. >> thanks, abigail. the shares of a cosmetics company are up 12% today and a lot of that is because they boosted their forecast for the year. merrily -- primarily because of stronger-than-expected sales in asia. this comes as a surprise to a lot of investors. there was a lot of concern about a slowdown in the chinese economy and how that would affect the company. the company now saying on an adjusted basis for the year, it will be as much as five dollars. it is not just asia or china. .t is the entire asian region hong kong, japan, all of these areas seeing double-digit growth. less than a month ago, goldman sachs came out and downgraded this company to a sell, expecting a deceleration for sales gro

hang on. >> you want something that's microsoft two years ago? two years ago?he world let me give it without all of you guys chiming in. >> you like cisco right here better than microsoft? >> well, i do, but i'm not panning microsoft. >> what happens, right >> i like everything they're doing, and by the way, to your point, i'm not going to take too much exception too higher growth, higher margin business, where they get a higher multiple. they'll still be the elephant in terms of -- >> it's been a while ago i'm not panning microsoft, i'm telling you guys, you want microsoft two years ago -- >> the way you talked about that settlement -- >> it's true >> it's true >> you were like batman you said >> you were like batman coming in >> giving a heroes -- >> what did i do with your last -- >> you're not worthy of cisco. you the viewer, i can give you significance co. >> slow your role. >> we have a minute left bren dark why don't you start us off with final trades? >> disney has not participated in trades this year. we continue to like it >> pete? >> coke's had a gre

google, cloud computing, a vast third behind amazon and microsoft. that coupled with the fact that maybe regulation is coming down the pike netflix has been doing okay and amaz amazon, i think people concerned about valuation and maybe the retail climate is slowing down i don't think it speaks to the broader market i'm sure dan has views i think a lot of what's happening is people are rotating into other names. >> it most definitely has a huge impact on the broader market despite the outperformance over the 18 months prior to faang topping out mid-last yoear, the were disproportionately a part of the gains if you put appear nell there faang, those five names were up to 40% of the weight of the nasdaq it was an accident waiting to happen they topped out mid-last year. they continue to make lower lows the fact that you have apple, amazon and facebook down from their highs, they can't get going. if you look at the equal weight, the s&p tech index is only 3.5% from its all-time highs. but if you look at the faang index, it's 18.5%. but there's a lot of s

microsoft is acting pretty well. only down about 5% from those highs.hey're having anned averse effect on the cap weighted kwrbs qq here. look at this chart this was december 3rd. we've been consolidating over the past week. it looks like a pretty interesting resistance level here and then i just want to go to the price of options in the qqq. 30 day at the money. about 15 and a half percent. so this consolidation and lack affmovement is causing action prices to get pretty cheap and the markets have been melting up broader. so the question is what do you do with this thing option prices are pretty cheap the biggest components are participating. maybe there's an opportunity where if those maga did participate and did break out the qqq, maybe you move up if they were to stall, worst time for the nasdaq, then maybe we can see them lead us much lower. sometimes it makes sense to buy a strata this is basically we priced out an implied move with short data actions. the same strike and same experation we would add up the premium of those two and we'd get a pric

the headline reads, microsoft wants to pick the news you read.headline joins us now, hamid dillon, republican national lawyers association board member, frequent guest on the program. harmeet is microsoft censoring me like others censor me? >> yes. microsoft is a little late to the game, part of their new edge browser which came out in 2015 meant to replace the microsoft exployer, they have a news guard they can turn on. this is sensor on the news search engine, it will have a pop up that tells you whether they have a green check mark or not. the, the usual suspects in big media on the left have the green check mark, for example, "rolling stone," which has had a big scandal in its reporting about a rape crisis on campus. "huffington post," buzzfeed which is notorious for its anti-trump bias in it is reporting and others. you know there are some mainstream sources there as well but the way they go about censoring people is very interesting. they go to each individual news out let, they ask them who are their investors, who are their donors. really

you have companies like microsoft, oracle and others chasing after amazon right now.s to an investment profile that's elevated. that's why i think shares are down. gerri: interesting stuff. one of the reasons the stock went down i believe is that first quarter revenue they were guiding lower on what was coming ahead to about $56 billion from $60 billion. so a little disappointment there. they also talked about india and how that business is more difficult there. tell us why and what could it cost amazon. >> look, emerging markets, specifically when you look at india, that's been a tough nut to crack, not just for amazon but apple as well. i think that's where if you look at the growth, it's going to be in emerging markets, in some of these areas and fundamentally it's been disappointing. you take a step back, fang names have gotten their mojo back. you've seen it in apple, facebook and amazon. that's a big step forward for tech even though investors are going to look at some of the guidance and maybe poke some holes. gerri: you mentioned the cloud services before. jus

they say microsoft customer service told them they would have to go through the online system to get the charges reimbursed. >> the system has a number of questions before you enter the information and the third question is, is this charge that was made within 14 days. i said, no. ll, you can't even enter your plea. >> reporter: we reached out to microsoft and asked them to take a look at the complaint. apokesperson tells us xbox offers purchase limit tools for child accounts toe avoid surpr spending in the store. parents can choose toeapprove purchase before it's made, to receive alerts after each purchase or set up an allowance to limit theumber of purchases children can make on their own. the company did not reverse any of the charges. it was a $13,000 lesson. >> that's a tough pill to swallow. want to be mad at my child, but he had no idea what he was doing. >> the xbox.com support page provides information on how to prevent unauthorized purchases by children. they rommend creating a pass key which is required for signing in. and they also recommend using xbox gift cards for purc

the cheap in a executive of microsoft saying, depending microsoft army contract for augmented reality000 employees has signed a petition protesting against an arrangement. what is going on here? this is a stencil integrity and honesty and a generation of ideals coming through and thinking you can do anything with tech and it is about communicating with people and it has a socialist and economic persons against the reality of the world which is actually that technology and security and military purposes are interwoven, it links back to the story on 5g in europe, it links to the story on trade wars. this is all part and parcel of the same thing. there is this big equally powerful populism amongst the younger generation of people, which is hang on a minute, we didn't sign up to this conflict, we didn't sign up to this conflict, we didn't sign up to higher levels, we signed up sign up to higher levels, we signed up to businesses and social media that we thought would change the world and make people be nice to each other. it is equally as powerful and potentially is disruptive. talking pe

a large part of that has to do with the fact that it's maga it's microsoft, apple, google and amazony make such a huge percentage of the nasdaq, but most importantly the nasdaq 100, the qqq that tracks the nasdaq 100 is about 37% of the weight are those four stocks. i think what's really interesting here is that, you know, the ndx, the nasdaq100 i up about 11% on the year that's in line with the s&p 500. we haven't seen that a whole heck of a lot. the s&p 500 has really -- those four stocks are a much smaller weight in there, they have less of an impact usually the nasdaq has been outperforming. one of the reasons why is because of that weight here and because those stocks haven't really gone anywhere i just wantifst want you to loo chart. this is a one-year chart of the qqq versus the qqqe which is the equal weighted nasdaq 100. look at this gap right here. you see that the qqq is up about 11% on the year. the qqqe, the equal weight, is up about 15% so we're seeing something that's pretty positive. we're seeing a lot of stocks in the qqq act really well, just not the biggest ones ri

facebook was down this week and microsoft and the others all underperforming.he whole thing hinges on these and a few other names. the market really will have to have them participate in order to press on much higher. >> all right coming up, nvidia up nearly 60% in month one trader says it has more room to run we'll break it down. much more "options action" still ahead. what do you look for when you trade? i want free access to research. yep, td ameritrade's got that. free access to every platform. yeah, that too. i don't want any trade minimums. yeah, i totally agree, they don't have any of those. i want to know what i'm paying upfront. yes, absolutely. do you just say yes to everything? hm. well i say no to kale. mm. yeah, they say if you blanch it it's better, but that seems like a lot of work. no hidden fees. no platform fees. no trade minimums. and yes, it's all at one low price. td ameritrade. ♪ i've done all sorts of research, read earnings reports, looked at chart patterns. i've even built my own historic trading model. and you're still not sure if you

it's not microsoft. >> value in financials or teching? >> broadly when i look at my portfolio, i see ibm at ten times they're all up a ton this year leading this up 10% on the market at&t, 8.5. there's a lot really cheap bargain stocks out there also, if you look at the of value and growth tradeoff, right now value stocks are at a 50%% discount to the valuation of growth stocks. you see val ue will outperform. >> you're saying value would catch up and it could be growth comes down >> it could. >> you know when value catches up in a bear market there was the mother of all value catchup trades from 199 -- hold on from 1999 to 2003. value demolished growth but the s&p had a 50% decline in order for that to happen it was not fun. >> we had a bear market in the fall. >> yep. >> and into the early part of the winter now we've come out of that maybe things got a little too negative what we discussed yesterday, that's jim cramer's five reasons to stay in the market. we can debate this here. he says don't -- fed's come around fed's your friend aga

whom >> i had a hat. >> microsoft is one of those big mega cap tech names that sold off after earnings it trades really well here it's been between 95 and 115 to the upside over the last three and a half months or so and it's kind of found a home here. to me that sounds like it's pretty defensible, especially if we start to see a reverse in global growth. >> netflix quickly a couple of weeks ago i thought it would go down and i was wrong but netflix continues to fail at the 350 level. i think it's going lower. >> final trade time. timmy. >> cisco is a big name for the tech sector. i think their exposure is a strength i am long the name. >> trigger warning for dan, you buy old. if you don't like it, there's a half hour coming up, knock yourself out. >> dan >> we do the puts, we do the calls. >> a couple of trees thrown in there. >> we're going to talk banks i think the underperformance over the last year is kind of telling. >> guy. >> he said he's more than happy to appear on the show. >> give me your final trade. >> i'm in the b.k. camp. gdx, that is breaking out, sucker >> that does i

you shouldn't sell microsoft because of a temporary short-term issue when the long-term story, azure is so strong stock rallied nicely today how about amazon, up 7 bucks after 100 point decline friday this one is tougher. there were two things that brought out sellers here, the new rule in india that seemed designed to hinder amazon and walmart's flip cart and worries that the gross market in the retail business peaked nobody noticed the dominance of amazon's web service no one cared about the growth of the advertising matter, that wasn't supposed to matter. the sellers were focussed on the amazon's inability to make up the difference by raising the price of prime which they skrjut did. two years ago, the pats beat the falcons and they lost a heartbreaker to my beloved eagles then they won again last night in a tour deforce game do you think belichick kept the same game plan he used against the eagles last year, of course not, why do you assume jeff bezos would. he'll figure out another way to win. that's what he does. you're not giving him credit with the stock at these prices somet

the letter says, quote, we are alarmed that microsoft is working to provide weapons technology to theg one country's government increasingly using tools we built. we didn't sign up to develop weapons and we demand a say in how our work is used. the contract was awarded last november for the hollow lens that provides increased mobility and situational awareness. we saw this with google last year as well. they had the a.i. contract with the pentagon. google workers protested that. google eventually pulled out. lauren: there's a big disconnect between silicon l valley and our military, quite frankly. remember amazon, jeff bezos came in favor of the tech giants working on this technology. susan: also the power of employees these days in sell consistent valley. let's talk about the box office winners. it's interesting we have a sequel doing very. tracee: it's been a slow start to the box office, this year, until now. >> there won't be any dragons left and it's up to us to put an end to it. >> oh? what are you going to do about it. tracee: with an estimated $55.5 million, universal's how to

microsoft is player.hat are some of the potential take over candidates as someone expert in the tech area? >> one that seems right to me is health care and apple. apple is taking computing, cold and unfriendly, and made the iphone and that whole ecosystem amazing. they have come to the end. runway with the iphone. they need a new vertical to hit. they have companies like epic system or telemedicine just a perfect match for them in terms of the software service and using hardware. charles: is that big enough to move the needle? we look at apple, amazon, look at google, the other business for lack of a better term where they're putting the bets for the next generation and things. wall street dismisses it. okay, the other business was up 60%, what about the core business? in other words will that be enough for apple to be a player? what about the media stuff they need to do? they have also, i've got apple tv. it is eclectic mix of movies. i will leave it at that. >> i think that is fair. good leadership in t

how it played in microsoft's quarter?ching public cloud since aws started. and it has obviously been a phenomenal growth tend and will be to come we've written quite a lot about the resergeanten enceresurgencee spending at the end of the day if you ask cios, they'd tell you it's really hard to replatform existing productions to the cloud and that's going to take longer than people first anticipated. we're in this really good sweet spot you've got better trends in on-premise things are still moving away from them, but public cloud trends continue and in our view, microsoft with their azure product line is probably in one of the best positions because they can cater to both of those groups >> what about salesforce with that recommendation you have a buy, but that's one that's approaching your price target and certainly not as cheap as some of the other names on your buy list how much of that growth is already built into a stock that's risen about 50% over the last year? >> right so i think what's actually under appreciated

we had on the ceo of motorola solutions, t-mobile, even microsoft, the president of microsoft told mevery outdaylighteoutdated piece of i. microsoft's new strategy is being on azure. i think back many years ago, 10, 15 years ago, yes, there has been billions of dollars lost, based on unpaid royalty payments. but i think we're mixing a lot of information here. maria: okay. >> there is the historical piracy issues and the historical i.p. issues that i think are being addressed or will be addressed in the current trade discussions and we shall see. i have pretty strong confidence that will be one of the resolutions reached. maria: lots to talk about here. my thanks to kai-fu lee. you can watch more of my interview this friday night at 9:00 eastern on maria bartiromo's wall street. join us for that special interview. first, kids and parents rejoicing, toys r us is making a comeback, details on the iconic brand's return, next year. a more inclusive barbie, mattel is changing its legendary doll with a wheelchair and a prosthetic leg. all that coming up. stay with us. maria: welcome back. to

one wild card stock we're watch something microsoft in fact.mployees sending a open letter to management saying they don't want the equipment that they're using on being sold to the u.s. department of defense. in this case a contract that microsoft had already signed with the u.s. army. microsoft employees, some of them, connell, saying they don't want their projects to be used to help kill people. microsoft in response said, we are always happy to hear from our employees. as of the moment the contract stands. connell worth noting employees can actually switch departments if they feel their work conflicts with their personal views. back to you. connell: kind of an interesting one. deirdre, thanks. melissa. melissa: let's bring in today's market panel. adam lashinsky "fortune" executive editor. doctor. r -- dr barton from money map press. things seem be worse and then getting better but looks like they're getting close to something, will we see a big upside with announcement or is it kind of there? >> i don't think it is there and i think lobbie

google is third behind amazon and microsoft in the cloud.potential and rapidly growing, but still in third place. in lee chang with the info on out for that. bloomberg businessweek has a report out tonight that sheds on while way, specifically allegations that it has been trying to steal u.s. trade secrets. erik schatzker followed the story. he spoke exclusively to the ceo. collect theame to sample and do the analysis and once they came up with the determination of the cause, reached back to the company and introduced members from the department of justice and the prosecutor from new york and a few others. >> they ask you to do what? what happened in? >> they indicated they would like to proceed forward in terms of information sharing and making ourselves and materials available for the investigation. we gave them the official sample from our email communications, the nondisclosure agreement and letters of intent that we had from huawei. >> there was a point when you learned with confidence that this sample of yours had actually left the uni

microsoft word? google docs? shishir: it is a wide set.e coda in simple use cases, taking notes in meetings, all the way up to things you would normally use database for. organizing, maybe inventory or customers, all the way up to building real applications where you could build systems that can run whole businesses. shishir: you are the head of product at youtube. emily: what did you bring from there to here? shishir: i had a great time at youtube. two big things. one is the way we work. we ran youtube on documents and spreadsheets. how we use those tools inspired coda.re metaphors in the other one is how the ecosystem worked. online video would do to cable what cable did to broadcast. we would go from three channels to 300 channels to 3 million channels. all of a sudden it will qualify to build high-quality video. similarly what we think is happening in software is there is a set of makers that people that are problem solvers, toolmakers that can take the problems they see in front of them and build their own solution. they just need a n

finally apple and microsoft, apple being the most valuable company in the world again about microsoftnd amazon. like the s&p 500 up a fifth day in the road. -- in a row. investors still buying guy: thank you very much -- still buying. guy: theresa may been speaking in the last hour hoping to win support of a brexit deal. let's bring in paul, bloombergs managing editor. presuming the italians are doing this because they have had some recent success. this is a surprise. it was aersubscribed, fail because partly people in the market were expecting that was one cop -- good opportunity to get in there. now a very heavy duration sale, 30 years, that's a lot for the market to take down and in secondary trading as a result they are seeing an adjustment lower. it will be really interesting to see how much demand is out there for those bonds. vonnie: giovanni was a columbia university the other day. he's the finance minister and he said italy needs to grow immediately. he said the mobilization of resources weighing distant benefits in the future must have a lower priority than immediate results

you can view it almost like a rite of passage, because microsoft went through it back in the day you saw alphabet/google go through it with facebook, it's different because there's more of a lens put on social media, because of the social impact it has, because of the way that it may or may not disseminate quote/unquote news, all of that sort of thing. >> microsoft didn't cause depression or spread fake news. >> yeah, and you don't get that kind of thing with microsoft as much maybe you can argue a little bit with internet-based companies like alphabet, but facebook is very much in the spotlight because of this behavior. >> social media companies need to be regulated, for data privacy reasons, for fake news reasons, for all of the things that have come up in the last couple of years. >> and they know that. >> it is a classic situation where the technology got ahead of the regulators out there. >> but how do you regulate the news >> that's the key. >> that's what i think is real interesting. >> and they say here, they describe digital gangsters as being, you know, beyond the law, beyo

there's the bell microsoft and idt corporation. nice little jump up on the dow and the nasdaq up over 1%. sara, back to you. ♪ >>> welcome, earn, to the "closing bell. i'm sara eisen look at how we finished on wall street the dow closing up 175 points on the dak. s&p 500 closing higher almost .7 of a percent nearly all groups in the s&p went up. just around the end, seeing the groups turning green nasdaq winner all day long up 1%. strength in names of microsoft and apple. a lot of tech names doing well today. invidia and chips, as well russell 2000 with a 1% gain building on the win streak we have seen in the new year. investors awaiting a trio of big earnings reports and we'll have results when they're released. some of the stocks headed higher today. alphabet up 2% ahead of the numbers. joining us is cathy wood of arc invest launching a new atf today. we'll get to that in a moment. but first, mike, it was a very quiet day in terms of the news flow. >> yes. >> seems like we are digesting the news added up into a decent rally. >> i

google cloud firmly in third place as far as we know behind amazon and microsoft. one interesting question i get asked ruth porat was about acquisitions -- i did ask ruth porat was about acquisitions, because this company has not made any huge acquisitions in the last three years. i asked if they had any plans. believe, "we do acquisitions are an attractive complement to what we do to drive organic growth." they did more smaller acquisitions last year than the year prior. "we want to make sure if we are doing a deal, it is the right deal, and if it is the right deal, it could be an accelerant for the business." paul, any ideas where google could buy smartly? paul: one of the areas we see being disrupted is the traditional media business. whenever you see a big media property, to the market, whether it's time warner, directv, 21st century fox, investors step back and say is that a business that google should get into in a bigger way. yes, they have youtube, and that is significant for them, but do they need to jump into the deep end of the pool as it relates to cont

microsoft at 833 billion is the world's largest company right now. why?se of the leadership and software is proving itself to be a defensive form of technology that's what microsoft gives you. >> isn't it amazing. >> done a fantastic job. >> i've had this stock from around $62 it's a long term hold but it's an easy hold jon getting a call from chicago. probably a cousin. las vegas sands, buy, hold or sell >> i would buy it still at this level and with the run they've had. the numbers were down 5% people got a little worried about that and they were up 26% year over year i think things are just fine for las vegas. bit coin is reproaching its high for the year firs to k first to kelly evans >>> we will look at what apple recent executive shame shake up could be telling us. forget the 401(k). it's time to revamp how america saves for retirement whies fa why facebook is being called the digital gangster it's all aheadt p atoof the hour the halftime report is back after this comcast business built the nation's largest gig-speed network. then went beyond. beyon

really, what is potentially more damaging oare customers such as amazon, microsoft, they are looking at their own chips. their own designs for these data centers, and that really has got to be a huge threat. they are outsourcing their production to tsmc, arguably leading in terms of manufacturing. emily: that was bloomberg's ian king. coming up, tech earnings season gets into full swing. we discussed amazon's crucial holiday season. and if you like bloomberg, check us out on the radio. this is bloomberg. ♪ emily: it has been a big week for tech results. amazon reported fourth-quarter results giving insight into sales over the holiday. analysts talked with caroline hyde to get their reaction. >> amazon has shown great growth in the fourth quarter. as you mentioned, the advertising business is skyrocketing. we have seen the growth of grow to 10%.cks you can imagine that business doubling to a $7 billion a quarter business. we have also seen strong transaction volume. they're still the dominant e-commerce player and we expect that to continue. >> you have got a buy rating. do these numb

how are they seeing the competition when we have microsoft making inroads and there were worries that cloud spending was dialing back a little bit? tom: i definitely think the story for amazon as it pertains to cloud computing with aws is the pace of growth should decelerate. the question is how quickly as it becomes a bigger effort for the company as far as total revenue generated. the good news for amazon and what drove the share price over the last 12 months is that its most profitable as it pertains to cloud computing. good news to your point is that they have been able to sustain this elevated growth rate despite significant advancements from both microsoft and google. i do think that cloud computing remains a very important effort for amazon. a fast-growing, and a slowly decelerating rate of pace, but a huge profit driver as well. caroline: it is only 12% of its overall revenue. how big do you think aws becomes compared to the rest of the business? tom: sure. when you compare the relative growth rates 10 years from now, it could between 5% of sales. if you look at it on that bas