also google and microsoft.rosoft has gone the extra steps to make a commitment to remove its legacy emissions. i think one of the keys is that consumer-facing companies are feeling the pressure from their customers, from their supply chain partners, certainly from their employees and executives and families. and i think that is one of the reasons why the executive teams, who really want to do this anyway, are finding that it is good business sense to do it for multiple reasons. there are now more than 300 large multinational companies that have pledged to go 100% renewable energy. by the way, those power purchase agreements have played a significant role in expanding the amount of solar capacity and wind capacity in the world. let's take a moment and return to that statistic that 90% of all the new power plants in the world last year were solar and wind. that is incredible! this is one of the fastest transitions that we have ever seen in technology history, and we saw how the digital revolution disrupted so man

microsoft up just fractionally after that blockbuster report.lex zukin, thank you. >> thanks so much, guys. >>> duo lingo goes public, and twitter news across the wire related to ecommerce stock popped almost 5% that story's coming up when "techcheck" returns. >>> welcome back duolingo pricing above the range last night at 102 a share. the current indications are right there as we await the opening trade. with us now first on cnbc is duolingo's co-founder, and duolingo is a three-time cnbc disrupter company. great to you have. a lot of people know the app but not a lot understand the business model and data behind it tell us, first of all, about this testing business that you grew during the pandemic, and how that reflects the whole approach that duolingo is taking >> well, first of all, thank you for having me here so, see, a lot of people know the appware, the most popular way to learn languages in the world. we're an app use it on android and iphones. to give an idea for a scale. there are more people learning languages on duolingo in the uni

what does that mean for microsoft? dan: salesforce do not acquire slack if not for the success microsoft is happening on teams. they are expanding in terms of collaboration and software, more and more getting across applications. the more success they have within that install base, they will just have more and more monetization. unlike other faang names that are in regulatory scrutiny, microsoft went through that in the 1990's and early 2000's, they had a lot more opportunity to do m&a. emily: we will keep our eye on that. dan ives, we will let you get back on those calls. thank you for joining us. amd also out with results. the second largest maker of computer processors reported second quarter profit that more than tripled to $710 million. the company giving a bullish third-quarter earnings forecast and indicating that amd is gaining market share from its main rival, intel. who will talk about that and much more when we are joined by -- we will talk about that and much more when we are joined by the ceo. more earning

microsoft talked expectations.e stocks have been at or near records for day after day after day. to continue that trajectory, investors need to see something that blows the roof off of it. you know what i'm saying? emily: youtube is also looking good. as far as the alphabet numbers are concerned. but take a quick listen into that. >> this quarter, publisher partners earned more than they ever had from our network. they also paid more to youtube creators and partners than at any quarter in our history. emily: i also spoke with the alphabet cfo before the call. i think a big question for all of these companies remains antitrust. she says google received a third lawsuit from the attorney general that they continue to believe people use google because they want to, not because they have to. but, how big of an overhang is the antitrust scrutiny in the united states that could play out over years? >> it will take a really long time. we see an interesting contrast with china. china is trying to rein in its big tech giants

watch that microsoft is hitting on all cylinders. it's got productivity with office cloud computing with azure, i.t. budgets are coming back, the corporates are spending and the work from home trend is here to stay people need stronger machines and more capabilities that perform their tasks. fundamentally, free cash flow microsoft on a quarterly basis was anywhere from 8 to $12 billion. they just bumped up to $17 billion last quarter so really strong move there. looking -- thinking of making about $1.90 per share up 30% year over year microsoft is another stock you hold >> anything that could change the huddle mentality when they report next week >> well, you know, you look at the two largest segments two laenget segments are cloud computing and gaming, surprisingly those make up 30-plus percent each of the revenue. so that's really where you have to look for the outlook for microsoft. and i think it's going to be hard for them to stumble just because so many things came up they were already on a trend to grow that cloud computing se

, apple, microsoft, google. i think it confirms — microsoft, google.soft, google. i think it confirms the validity - microsoft, google. i think it confirms the validity of - microsoft, google. i think it confirms the validity of the | confirms the validity of the sector. there has been such a change to shifting online. when google and microsoft succeed, all other people in the ecosystem succeed and it indicates a massive shift for businesses to use more and more online tools and more cloud tools and i think it is a positive for nearly everyone in the sector. positive for nearly everyone in the sector-— positive for nearly everyone in the sector. ., ~ , ., , . the sector. thank you very much indeed. the number ofjob vacancies in the uk surpassed pre—pandemic levels in the three months tojune, according to the office for national statistics. and today the recruitment & employment confederation says employer confidence in hiring is at an all—time high, but staff shortages threaten to damage their optimism. so are firms are finding it difficult to hire the

and microsoft. so we'll see if it makes some more strides there again, carl, deeply unprofitable business but key parts of alphabet's future, of course >> also keeping our eyes on the vicks today. the fed meeting obviously coming up and some discussion about what the cdc may say this afternoon about mask guidelines. let's get to the half. >>> all right, carl thank you so much i'm scott wapner. welcome to the "halftime report" good to see you. the moment of truth for big tech maybe the markets as we count down to earnings reports from apple, microsoft aband alphabet. debate each company. stephanie link, joeter joov. tiffany mcgee. jon najarian all eyes on the -- joe, terranova as we go alphabet hitting a new high today ahead of the print it's exciting after the bell today. >> it's exciting if you're a holder of alphabet and i look at the three stocks that i own that will be reporting today, alphabet, microsoft and apple. on i'm most excited about alphabet i believe clearly there is a lot of positive

in fact, the information that they have come from microsoft itself. microsoft has made the claim, they reviewed those claims and they say based on what microsoft has told them, they think there is a high likelihood of this. and that's an important point here. and the reason for that is because what we know is that this is certainly carried out. it seems like by chinese hackers. but remember, there is a difference between a state sponsored attack where the chinese military is moving to causes attack versus hackers who are from china. we've seen this language this conflation of language used before. and it doesn't mean by the way that that's not true, but we've been used before. we thought use, you know, when that group, the dark side shut down colonial pipeline because those hackers are russian speaking. there was a conflation in the media and by the, by the new ministration that this meant that it was a russian state sponsored attack. they indicated that it might be, but there's no evidence of that. so there's no evidence here that it's necessarily a state foster. this act, but certain

good news for amazon, not so great for microsoft because it was a deal solely for microsoft. now they are having to split it. you can see amazon thriving. microsoft unchanged, it was negative earlier in the session. lead zoom out on the amazon chart. i want to show you that that spike is pretty significant. you see a sideways move in them that big spike today. caroline: new record highs to welcome the new ceo at amazon. the breakdown on all things on the market. the pentagon scrapping the contract. that was pretty controversial in 2020. the defense department plans to devise the work between microsoft and amazon. amazon was arguing that interference from then president trump cost its deal. is microsoft going to be upset by this? wringing their hands? or were they expecting? >> i think microsoft said, we are happy to continue working for the government, obviously they don't get that entire $10 billion pie that they were originally slated for. but the alternative was to extend the contract term, the court battle that was waging to defend this project. and that has delayed this

alphabet, apple, microsoft out

and enough secrets, microsoft decries the u. s. government routine use of gag orders in law enforcement investigations involving the tech giant ah, broadcasting live direct from our studios in moscow. this is our 2 international. i'm sean thomas. certainly glad to have with us. now, there has been yet another gruesome discovery in canada, $182.00 unmarked indigenous graves have been found close to a former catholic school in the province of british columbia. the discoveries have brought shame on the countries. kennedy ortiz, lexi mcculler, which can tell us more discovery after discovery. the latest one was on one's day 182 bodies founded cranbrook british columbia. this is close to a residential school. they use basically a radar that looks underground. and that's where they found these people in unmarked graves that adds to the initial finding, which happen on may 27th and can loops british columbia at another residential school of $215.00 people, as young as 3 years old in mon, mar, grace, and then of course the scotch on whi

microsoft the biggest criminalor to the dow's gains, along with salesforce and a number of other stocks microsoft, by far, the biggest winner s&p 500 also closing at a record high technology leading the charge here on the week up almost 2%. by the way, this is its seventh record closing high day in a row. that's a long winning streak technology real shining as yields come back down. it's been happening in the last few weeks. the biggest contributor on the qqqs was alphabet, amazon, microsoft, apple a familiar tale there transports were also lower, something we'll talk about, the

it's what you see with microsoft and azure. you see companies that should be very, very mature and potentially sitting back on laurels not doing it they're continuing to think about how they remain relevant, continue to grow and how they continue to add value to shareholders >> so farmer jim, we have seen this movie before. last quarter, company blows it out, stock sells off, down to 125. you start buying it on the way back up. gets to a new record near 150. all right, there, is this replaying all over again is the move right now to wait for a bit more selling by those who as jim cramer would suggest, are ill advised, and then jump in when the stock goes lower or does it stabilize, people read through the results and say darn good, heading to a strong quarter at the end of the year strong couple of quarters coming up so buy the stock now? >> so i kind of feel like i'm living in an alternate universe defending apple after the numbers. i get it i get it the coming quarter there was a little bit of verbiage about slowing things do

>> we think microsoft is a great thing to have in your portfolio. knot not the gaming aspect but the enterprise software aspect of it i don't know a company that doesn't run all of its really important processes with excel, word and now teams so i think that the company has been demonstrated that they know what business wants, they know the price that business is going to pay, and they make compelling products so that's why we've always been a bull on microsoft. >> kim, also there's a story line this week where people are reflecting on what china is doing to its own biggest tech companies and wondering if there's a philosophical opening for the u.s. where regulators might say, okay, yes, obviously on areas of concern there are tons of different crackdowns, regulations taking place, but do we want our companies to maybe seize this market opening that china might be offering in terms of global competition. >> i don't know that anybody would really run from microsoft to a chinese-sponsored product, especially in the cloud where you're going to put your

microsoft, phenomenal. those are the things that are actually accelerating in their businesses or going exceedingly fast. even if the chip shortages a short-term dislocation, the main drivers are still doing very well and the numbers showed it today. caroline: some of the concerns, not only antitrust but also some of the ongoing relationship between the u.s. and china. anand: we wrote extensively on this last year, which is that the supply chain is fragmenting. over the course of the next three or four years, you would see capacity to the tune of about 30% electronics manufacturing move and redistribute among different southeast asian nations, south asian nations, and even stateside. we are seeing that in electronics already. go to malaysia, india. we are starting to see that in semiconductors as well. if this was a revenue beat, with the component shortages, and this is going to continue over the next couple of quarters, could you imagine what they would have done? pc demand, we have reiterated this again

shery: microsoft lost out on the full deal, right?i argue that its net positive for microsoft overall. they got a lot of credibility when they won the deal in 2019 for their market share and corporate clients. and they also -- their data also shows that they are growing twice as fast as amazon last year. so i would say that microsoft has benefited, and they will win a big part of this deal going forward. the pentagon implied that they have been able to get the deal to amazon and microsoft as a multivendor deal. haidi: this is not a decision made just on technical merit. what's the criteria the government would be using? tae: the pentagon argues that there is technical merit. the capabilities of microsoft and amazon, with their cyber security defenses and all the services they have. the pentagon will argue that it's based on merit. shery: bloomberg opinion columnist, thank you. this has moved to be a very good payday for jeff bezos. that 4.7 percent rally in amazon stock price, sending his wealth to a record of $211 billion after the p

it was unfair by microsoft. it's important because you see the same thing happening today, with arguments regarding google and apple. a lot of the antitrust arguments against them revolve around the idea that they preload, say, iphones with the safari web browser, which apple makes, or the fact that google, which owns android, preload android phones with google search engine as the default. in both of these, people can change. they can download a different browser, switch their settings. they're not being locked into this. but you have a lot of people wanting to argue, like they did with microsoft, that this is an unfair anticompetitive tactic. in the microsoft case, a lot of these case -- claims were overruled by the appeals court. they did say one of the things they did was anticompetitive. but for the most part, all of the government arguments about the browser were essentially rejected. but the biggest lesson in the microsoft case is by the time this case came to a conclusion, it was just sort of -- it didn'

it went to microsoft.arged that the trump administration did not like jeff bezos because jeff bezos owns the washington post, had gotten in the way somehow. this has been in court and the pentagon finally said forget it. it's been a couple of years. this has been locked up in court forever. let's go to a solomonic solution and split the baby. let's do two providers. we would love microsoft to bid, we would love amazon to bid. if somebody else comes in,֖,e will look at them, too. . dani: upon -- pun award of the day goes to manus with return of the jedi. on the flipside, how big of a losses this for microsoft? >> let me take that first. how big of a loss for microsoft? it is hard to say because there has been doubt about the contract, full stop, because of legal tangles. the fact this goes into more certainty might be good for microsoft. you saw market reaction flat for microsoft. for amazon it is a win at something they were shut out on and they are back in, i'll be they were expecting. -- albeit less tha

system to the official inside a code that free and i get get rid of the mask and enough secrets, microsoft cries the us government's routine, use of gag orders and law enforcement investigations involving that check giant ah! around the clock across the world, this is been use our in our to great to have your company. my name's unit o'neill, our top story. there's been yet another gruesome discovery in canada, 182 on martha indigenous grave. something fun close to a former catholic school in the province of british columbia. the discovery has brought shame on the country's calendar de ortiz, alex mahalo, which reports from the country. discovery after discovery, the latest one was on one's day. 182 bodies founded cranbrook british columbia. this is close to a residential school. they use basically a breeder that looks underground. and that's where they found these people in unmarked graves. that adds to the initial finding, which happened on may 27th and can loops british columbia at another residential school of $215.00 people as young as 3 years old in mon, mark grace, and then of course

microsoft, skyworks, i think they report thursday even though i own microsoft, i want to do skyworksve finance, apple, what am i going to say own it, don't trade it how about that but sell some microsoft, and we'll put in a health care company here and i would say sentine. i love these videos, by the way. and stick with cramer. >>> coming up, did an israeli automotive startup just reinvent the wheel? next rush hour will never feel the same. experience, thrilling performance from our entire line of vehicles at the lexus golden opportunity sales event. lease the 2021 is 300 for $379 a month for 36 months. experience amazing. for $379 a month for 36 months. ♪ ♪ ♪ digital transformation has failed to take off. because it hasn't removed the endless mundane work we all hate. ♪ ♪ ♪ automation can solve that by taking on repetitive tasks for us. unleash your potential. uipath. reboot work. if you're 55 and up, t-mobile has plans built just for you. switch now and get 2 unlimited lines and 2 free smartphones. and now get netflix on us. it's all included with 2 lines for only $70 bucks! only a

and enough secrets, microsoft, dick cries the u. s. government routine, use of gag orders. and law enforcement investigations involving the tech john ah, life for moscow, this is our t. my name's unit o'neill. i'm 30 minutes of news and views start. now. there's been yet another gruesome discovery in canada, $182.00 on marked indigenous graves have been fun close to a former catholic school in the province of british columbia. the lisco breeze have brought shame on the country's color de ortiz, alec smile, of which can tell us more discovery after discovery. the latest one was on one's day 182 bodies founded cranbrook british columbia. this is close to a residential school. they use basically a radar that looks underground and that's where they found these people in unmarked graves that adds to the initial finding which happen on may 27th and can loops british columbia at another residential school of 215 people as young as 3 years old in mon, mar grace, and then of course the scotch on which was the biggest find so far, 751 people. so you add all these numbers up over a 10

and enough secrets, microsoft decries the u. s. government routine use of gag orders and law enforcement investigations involving the tech john ah, wherever you're counting the program from today. welcome to moscow onto the news r and r t. i'm, you know, we'll get to our top story. there's been yet another gruesome discovery in canada, 182 unmarked. indigenous graves have been fine close to a former catholic school in the province of british columbia. the discoveries have brought shame. now the countries calendar de r t z alex mahalo, which can tell us more discovery after discovery. the latest one was on one's day 182 bodies founded cranbrook british columbia. this is close to a residential school. they use basically a radar that looks underground, and that's where they found these people in unmarked graves that adds to the initial finding, which happened on may 27th and candle. oops, british columbia at another residential school of 215 people as young as 3 years old in mon, mark grace, and then of course the scotch on which w

in the microsoft case a lot of these claims were overruled by the appeals court.hey didn't say what is the things they do is anticompetitive but for the most part all of the governments arguments about the browser were essentially rejected. the biggest lesson in the microsoft case is that by the time this case came to conclusion it was just sort of, it didn't matter anymore. technology had moved on. microsoft wasn't the biggest tech company in the world anymore. it's browser didn't matter. you had the rise of social media and the rise of smart phones and things like that, and the market and creative discussions sort of made all of these points against microsoft obsolete. i think that's what's going to happen, too, with right now things like facebook and google and all of the other trust pushes, we want squeezing things in a in a moment in time and say we need to stop this think that is happening right now in technology by technology move so fast that the market will make it these problems obsolete before any sort of long, involved legal battle could or will play o

with carl quintanilla and deirdre bosa earnings season rolls on for big tech apple, alphabet and microsoft all reporting after the market closes today we'll have the key metrics to watch. tesla tops a billion in net income for the first time in 22. revenue up ten fold from last year more than a billion dollars worth of bitcoin still in the balance sheet. that should be profit. and cloudflare calls out amazon. we speak with the ceo matthew prince deirdre? >> we will start with the big week for big tech. we have been preparing for it, alphabet, apple, microsoft, reporting after the bell today together they have a combined market cap of nearly $6.5 trillion carl, perhaps not all that surprising that we are seeing some weakness among these names and the nasdaq at large as we head into these results. the megacap names have been rallying big on expectations, and, remember, last year at this time the economy was closed. so this is a low bar to clear and expectations have just been building and building over the last few weeks and months. >> it is true. you had a nice five-day swing here on some o

and i get, get rid of the mask. enough secrets. microsoft decry the us government's routine use of gag orders and law enforcement investigations involving the tech giant ah, one minute after 11 at night here in moscow. thanks for choosing r t for your news update today. this hours top story. there's been yet another gruesome discovery in canada, $182.00 on marked indigenous graves have been found close to a former catholic school in the province of british columbia. the discoveries have brought shame on the countries calendar de artes alex mileage can tell us more discovery after discovery. the latest one was on one's day 182 bodies founded cranbrook british columbia. this is close to a residential school. they use basically a, we're a breeder that looks underground and that's where they found these people in unmarked graves that adds to the initial finding, which happened on may 27th and can loops british columbia at another residential school of 215 people as young as 3 years old in one more grace. and then of course the sketch one which was the biggest find so far, $751.00 people. s

and enough secrets, microsoft, their cries, the u. s. government routine use of gag orders and law enforcement investigations involving the tech giant ah . 247 you live from russia, capital city. this is our t. i'm you know neil hello and welcome to the program. there has been yet another gruesome discovery in canada, 182 unmarked indigenous graves have been found close to a former catholic school in the province of british columbia. but discoveries have brought shame on the countries, canada, de ortiz, alex smile of ich reports from the country. discovery after discovery, the latest one was on one's day 182 bodies founded cranbrook british columbia. this is close to a residential school. they use basically a radar that looks underground, and that's where they found these people in unmarked graves that adds to the initial finding, which happened on may 27th and candidates british columbia at another residential school of 215 people as young as 3 years old in mon, mark grace, and then of course the scotch one, which was the biggest fin

microsoft at a new high. google hitting another record high today facebook up 9% it's been a nice run into the number that raises the bar, though, doesn't it >> i think it does these stocks have really lagged prior to mid-june. they've had a really nice move higher more recently expectations are high going into these numbers especially after such a tremendous first quarter for many of these companies. but i think it's important to not lump them altogether i think they each have their own individual story and just use amazon as an example that is one where we hear more about ad spending and how that could really contribute to their business model and profitability. that's a little bit of a game changer for that company so there are individual stories here to pay attention to but i think as a group we've seen an awfully nice move higher and we think there are opportunities elsewhere outside of tech in a lot of areas especially within health care. many names that have lagged this year and still have very practic

the west accuses china of overseeing a cyberattack the targeted microsoft.tball returns to the olympics for the first time since 2008. since midnight in england virtually all covid restrictions have been lifted. some have called it freedom day. with cases rising and top leaders under quarantine, difficulty in returning to life is normal. reporter: no social distancing. very few masks. vaccination will be required. ma nightclubs reopened at midnight, 16 months since they were shot. >> it's like a dream. >> [indiscernible] reporter: getting vaccinated will enable young people to get back the freedom they love. >> everyone has had an opportunity. 3 million of that group have yet to take it. you won't regret it. it will help you get back the freedoms you love. reporter: we have seen nightclubs and venues, people indoors and crowded together. the number of covid patients in the hospital has doubled in two weeks, but is still just the 10th. there is chatter about what impact the covid wave will have on the health center. it is thought the 2000 daily hospital admis

coming up, microsoft reveals and jobs. how often the u. s. government submit data request for american records and how much of it is being carried out in secret? we'll discuss the plot. a group of the world's most powerful oil producers meet to determine if they will pull back on production costs in the coming week. then b and c devil a is backing down and allowing student athlete to sign endorsement deals for the 1st time. we'll take a look at how the massive change will impact the world of code for it. we have a lot to get through. so let's get started. one of microsoft top executives is now speaking out and revealing just how often the u. s. government request the records of their customers and how much of it is done in secret. this, as the relationship between law enforcement and big tech, along with the privacy concerns at present, continues to be a topic of debate on capital hill. our chief trinity chavez has the latest. many americans are in shock, so find out that federal prosecutors have requested data on thousands of americans .

the microsoft admits the u. s. law enforcement secretly been requesting the data of its customers up to 10 times a day. the french president, voice his, his concern it woke left his culture coming from the us and rather closing his country says the parents of teenage motorcycle. hurry, done not to testify in a u. s. cause against their sons, alleged killer, the families folks person.

how much of that is priced into microsoft already? >> well, microsoft is our biggest position, has been our biggest position the last couple of years but we did trim the stock in the fourth quarter of last year relative to other names available in the market. you know, some of this may be priced in. but, you know, you think about, sully, the business, you could just buy microsoft and you actually could get exposure to so many different trends, to cloud, gaming, to enterprise spend at the business level. you could essentially buy what are the sustainable trends in technology just buying microsoft. and so i do continue to think that the way that they have built the business, you know, being able to determine -- and i think this is what google suffered from is a little bit of pie in the sky spending, especially on the venture side microsoft has been very disciplined about the businesses they put money into. and the return that they expect to have from new business lines. and i think that that, you know from a capital allocation standpoin

and by officially inside a code it free and i get, get rid of the mask enough secrets, microsoft, the cries of the u. s. government routing use of gag orders in low enforcement investigations involving the tech giant. it's new and it will tell you all about it . ah, hi there. good afternoon from moscow, kevin, over here at r t h q, with our latest, this are thanks for checking in. and 1st this been a gruesome discovering canada. there was mentioned there, $182.00 unmarked. indigenous graves have been found close to a former catholic school in the province of british columbia. the discoveries brought shame on the country's canada days. it is on his alex holowitz reports from canada. discovery after discovery, the latest one was on one stay $182.00 bodies found in cranbrook, british columbia. this is close to a residential school. they use basically a radar that looks underground. and that's where they found these people in unmarked graves. that adds to the initial finding, which happened on may 27th and can looks british columbia at another residential school of 215 people as young as

is it just that microsoft is up going into this quarter that is not helping? >> yeah, we've seen this before. people look at the valuation, but jon mentioned it, azure growth 46%, the street was at 42% and operating margins north of 41% there's nothing not to like. maybe the stock ran too much we've seen them run up in earnings and sell off in a couple of days a week from now we'll probably be talking about a stock making an all-time high i'll stand by that there's nothing not to like in this quarter. >> it's what we've seen in the past, which is an opportunity for people to kind of take profits. we've seen these companies have tremendous runs over the last few weeks. and as these fears around delta variant and other unknowns come in, you've seen a rush into these as havens. with all of that said, you've got to think about the base that microsoft is growing up and to be able to continue to deliver these type of results from that base, i think this is probably a buying opportunity here. >> would you buy, tim? >> i would wait, but i agree, i would remind investo

why did it take microsoft so long to figure it out?t what point and how did they eventually catch him? >> the crazy thing about this is that the fraud was so big before it was found out. the other thing that is interesting is they assume this was some kind of sophisticated outside hacker. it turned out, inside employee who was guessing his colleague'' passwords. a lot of them had 1234. you don't bet a big company like microsoft that that kind of thing wouldn't be happening. they did not realize this was possible. he made some kind of classic mistakes, he had some stuff shipped to his house. he used a computer he had used to do the illegal stuff to log into his work computer. what is interesting is the role that crypto played. what he was doing was buying these codes, then going on to a website that was a marketplace for digital goods. you can sell and buy gift card codes. for a while, they were not doing any of the anti-money laundering things. it does not sound like money but it kind of is money. that misunderstanding was at the heart

microsoft all the way up to 411 for microsoft.n most predict over the $300 mark. think about what that means for the portfolio. stuart: good news already. >> as i said high expectations and the bar is set high but the big get bigger. stuart: we saw a record highs for google and microsoft but other earnings reports are out this morning and pfizer reached $42 a share. >> they are forecasting it, the past $33 billion this year. $33 billion in 12 months of sales. delta booster trial later this year, maybe a third vaccine, imagine what that means for the bottom line and flu shots. stuart: spotify is the second-largest online. >> spotify, the music stream are looking for smaller than expected loss and better sales. the pandoras of the world. stuart: spotify is down 70%. >> they came in below their guidance, to prove it. they helped to take away business in intel, late with a lot of their nanometer chips and the global chip shortage means surging demand powering sales doubling from last year. stuart: earnings are spectacular. >> that is

into microsoft cloud. days when microsoft wasn't cool at the time. and we actually have the platform play, we were able to do the end to end kollab management protection as well as migration integration of microsoft cloud data. so we have done this for a long time. and now, as you correctly point out, the pace of which enterprises and companies are going to clouden mass if because of -- en masse because of this accelerated schedule brought about by pandemic. so more people are onto cloud, there's more data to cover, and there's more risks around oversharing. you talk about security. so that's very much what we do. we enable enterprises to collaborate with confidence. lauren: microsoft is now $2 trillion worth of cool. how are you protecting their software? >> yeah. so microsoft is a massive ecosystem producing the singular cloud platform, but there are many different businesses. they're as sophisticated as someone like goldman sachs, highly regular lawsuited or as -- regulated or as somebody down the stree

. >> finally back to your article, the role of the microsoft and ibm cases in antitrust. >> that is verybecause it spanned so many years and took up so much time and resources and basically they said microsoft had internet explorer browser and preloaded on software work yells with computer manufacturers paying if you have this kind of computer, you could delete internet explorer or download other browsers people were using the internet explorer browser but the government's argument was that it was too much work and wouldn't do that, it's unfair, anticompetitive access by microsoft. it's in part because you see the same thing happening today regarding google and apple, a lot of antitrust arguments against them, they preload say iphone with safari which apple makes for the idea that google has its own preloaded and right phone with google search engine as the default. in both cases, people can change and download a different browser switch settings to get a different as a default and not being locked into it but you have like they did with microsoft that this is an unfair anticompetitive t

$34, microsoft down 338. with big tech, that is where we get the innovation. if there's too few iphones old that's not enough to sell. a one% to 2% selloff or one of the other companies miss it, might be a slight selloff but stick with big tech, as long this growth in innovation that is where your money is treated best. stuart: with china stocks, technology china stocks, they've taken an enormous hit, ali baba down to 184-185 would you consider a china text.cuecue >> we talked about didi as a trade but investment, absolutely not. it is simple because the communist chinese government, unless you run out of growth names that isn't going to happen, china, you have government risk they may take control of these companies and your money might be white out. it is not worth it. stick to the usa. stuart: i am sure you and i and the rest will be glued at 4:00 this afternoon. it will be an astonishing event. lauren simonetti is back. f5 restaurants. >> the number one performer, double-digit revenue growth for three qua