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Dec 14, 2024
12/24
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thank you for your analysis on that, satya. good to see you. take care. and we'll be right back. since we introduced him to the farmer's dog, it's changed his quality of life. leo's number 2's are really getting better. better poo, better you! that's a good boy, leo! big news for mahomes! i'm switching to iphone 16 pro at t-mobile! it's built for apple intelligence. that's like peanut butter on jelly... on gold. get four iphone 16 pro on us, plus four lines for $25 bucks. what a deal. ya'll giving it away too fast t-mobile, slow down. so, what are you thinking? i'm thinking... (speaking to self) about our honeymoon. what about africa? safari? hot air balloon ride? swim with elephants? wait, can we afford a safari? great question. like everything, it takes a little planning. or, put the money towards a down-payment... ...on a ranch ...in montana ...with horses let's take a look at those scenarios. j.p. morgan wealth management has advisors in chase branches and tools, like wealth plan to keep you on track. when you're planning for it all... the answer is j.p. morgan wealth managem
thank you for your analysis on that, satya. good to see you. take care. and we'll be right back. since we introduced him to the farmer's dog, it's changed his quality of life. leo's number 2's are really getting better. better poo, better you! that's a good boy, leo! big news for mahomes! i'm switching to iphone 16 pro at t-mobile! it's built for apple intelligence. that's like peanut butter on jelly... on gold. get four iphone 16 pro on us, plus four lines for $25 bucks. what a deal. ya'll...
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Dec 30, 2024
12/24
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CNBC
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reporting to satya nadella.ow, he is reliant on openai for the development and greatest a.i. features that will eventually make its way to a.i. products. he has his work cut out for them. >> good to he see you, steve. >>> coming up, we will talk to one pennsylvania mayor and why he says he and other leaders are getting behind the nippon u.s. steel deal. >>> and if you miss "worldwide exchange," check us out on spotify or apple or other podcast apps. we'll be right back after this break. ♪ whether your phone's broken or old, we've got you. with verizon, anyone can trade in any phone, any condition. it's your last chance to get iphone 16 pro with apple intelligence, on us. and, ipad and apple watch series 10. all three on us. that's up to $2,000 in value. only on verizon. jen b asks, "how can i get fast download speeds while out and about?" jen, we've engineered xfinity mobile with wifi speeds up to a gig, so you can download and do much more all at once. it's an idea that's quite attractive. or... another word...
reporting to satya nadella.ow, he is reliant on openai for the development and greatest a.i. features that will eventually make its way to a.i. products. he has his work cut out for them. >> good to he see you, steve. >>> coming up, we will talk to one pennsylvania mayor and why he says he and other leaders are getting behind the nippon u.s. steel deal. >>> and if you miss "worldwide exchange," check us out on spotify or apple or other podcast apps. we'll be...
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Dec 17, 2024
12/24
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KQED
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satya rhodes-conway: it is not something that any mayor, any fire chief, any police chief, any personic office ever wants to have to deal with. and so i will ask our entire community and our entire country to do whatever we can to make sure that no public official ever has to stand in this position again. stephanie: i'm stephanie sy we news hour west. here are the latest headlines. in the french territory of mayotte, where officials say the worst storm in almost a century has devastated the archipelago. the main airport and hospital were damaged and access to food and water are limited. french president emmanuel macron said he will declare a national morning period and will visit mayotte soon. william brangham has this report. william: as cyclone chido thundered across mayotte on sunday, locals cowered in fear. the eye of the storm took a direct route over the two tiny islands between mozambique and madagascar. >> it was the wind, the wind blowing. and i was panicked. i was screaming because i thought it would be the end for me. william: john balloz took this video after surviving the
satya rhodes-conway: it is not something that any mayor, any fire chief, any police chief, any personic office ever wants to have to deal with. and so i will ask our entire community and our entire country to do whatever we can to make sure that no public official ever has to stand in this position again. stephanie: i'm stephanie sy we news hour west. here are the latest headlines. in the french territory of mayotte, where officials say the worst storm in almost a century has devastated the...
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Dec 19, 2024
12/24
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CNBC
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we heard satya nadella saying they have enough chips right now.ther companies produce their own chips. when it comes to the cap ex and higher cost, does it change the outlook in any significant way >> not for big tech. the free cash flow they are generating and the opportunity tied to a.i. here over the next three-to-five years is going to force the companies to an aggressively spend s i think the cap ex outlook remains favorable here >> angelo zino, thank you very much >>> still on deck on "worldwide exchange," big money movers in micron with the chip selloff we have e thfull story when "worldwide exchange" returns don't go anywhere. it's all the things that keep this world turning. it's the go-tos that keep us going. the places we cheer. trust. hang out. and check in. they all choose the advanced network solutions and round the clock partnership from comcast business. powering more businesses than anyone. powering possibilities. (♪♪) (♪♪) (♪♪) everyone has goals and dreams. and everyone deserves a way to get there. wherever you're going, getting
we heard satya nadella saying they have enough chips right now.ther companies produce their own chips. when it comes to the cap ex and higher cost, does it change the outlook in any significant way >> not for big tech. the free cash flow they are generating and the opportunity tied to a.i. here over the next three-to-five years is going to force the companies to an aggressively spend s i think the cap ex outlook remains favorable here >> angelo zino, thank you very much >>>...
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Dec 3, 2024
12/24
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CNBC
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he's picking some fights including with satya nadella and microsoft.ims that it is not as essential as it used to be. they got a deal with service now and with others. what do we need to see from this report >> jon, look, mark is one of the people that understands where the numbers sit. and he's historically been one that has beat and the street expects that we're looked at agent force. he clearly understands that the pivot is required and we're seeing it here at aws. here at aws and salesforce are deeply partnering. microsoft is making this route and bill mcdermott, they are going down this route. and they are making the question of how quickly they could pivot and they could use a data service model with in many of our applications and sales force like aws and others that people have called late to the party in a.i., in some ways, they have this massive user base that they're going to be able to tap into the question mark and this is what 2025 and the a.i. boom is all about, could they tap into it and show meaningful revenues that will keep investors
he's picking some fights including with satya nadella and microsoft.ims that it is not as essential as it used to be. they got a deal with service now and with others. what do we need to see from this report >> jon, look, mark is one of the people that understands where the numbers sit. and he's historically been one that has beat and the street expects that we're looked at agent force. he clearly understands that the pivot is required and we're seeing it here at aws. here at aws and...
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Dec 30, 2024
12/24
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CNBC
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ceo satya nadella said the a.i. is there and microsoft will keep spending to meet it., don't have a clear view of how microsoft's suite of a.i.'s products are selling. microsoft said it's on track to generate $10 billion worth of a.i. related sales this year, but a lot of that is coming from the azure cloud business. copilot plus pcs launched this year but without the marquee feature, recall. also no idea how copilot are selling after a year on the market. a few ctos said 2025 will be the year to assess whether copilot is worth that enormous cost. open a.i., bleeding over to microsoft. microsoft says it xpects openai's losses to shave a couple points off the eps in the december quarter. that would be about $1.5 billion. >> and worth noting, of course, microsoft stock's been kind of sideways. may be reflecting a lot of those concerns. steve, thanks very much. >>> still ahead, consumer discretionary stocks sinking in today's session. what's behind that drop and the names being hit the hardest. that's coming up. "closing bell" will be right back. >>> sector sort is sponso
ceo satya nadella said the a.i. is there and microsoft will keep spending to meet it., don't have a clear view of how microsoft's suite of a.i.'s products are selling. microsoft said it's on track to generate $10 billion worth of a.i. related sales this year, but a lot of that is coming from the azure cloud business. copilot plus pcs launched this year but without the marquee feature, recall. also no idea how copilot are selling after a year on the market. a few ctos said 2025 will be the year...
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Dec 18, 2024
12/24
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CNBC
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the capex -- microsoft has been telling you that the numbers have been notching lower a little bit satya nadella and dan niles pointed this out he said he is not constrained on chips anymore. what does that mean? that means capex is going lower. so, he's constrained on power, but that's also been a bubble. so, what's clear to me is that the generative a.i. bubble, there's some air coming out of it, it just depends on how far you think you can go and the only thing i'll just finish on, like, we've seen a pull forward in a lot of the excitement about the activity that's -- that's been clear. i could have said that i did say that two months ago, three months ago, but it's more about the narrative. if you get the narrative right, you're not going to make a mistake an all-time highs like a lot of folks have, because that's the real danger here, if we were to have a sustained selloff. >>> coming up, much more on today's monster selloff, with 96% of s&p stocks ending the day in the red is this an opportunity to buy or is there more pain to come >>> and we're watching afterhours action. shares o
the capex -- microsoft has been telling you that the numbers have been notching lower a little bit satya nadella and dan niles pointed this out he said he is not constrained on chips anymore. what does that mean? that means capex is going lower. so, he's constrained on power, but that's also been a bubble. so, what's clear to me is that the generative a.i. bubble, there's some air coming out of it, it just depends on how far you think you can go and the only thing i'll just finish on, like,...
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Dec 5, 2024
12/24
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CNNW
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you can see if tim cook does it or satya nadella that makes sense for them to sort of be on in the middleith bezos. he's got a real problem. he owns the washington post and so that puts him in the crosshairs of trump, which is what happened last time. >> yeah, i do wonder how he balances that because obviously the washington post does fantastic reporting. they have they have a great long story out tonight on pete hegseth, which has been, you know, the center of focus here at mar-a-lago. and so how does one balance owning the post. and you know treading lightly around donald trump. >> i don't think you do. i think he's got a real problem going forward. i mean, and especially because he's like like the others are sort of saying, good luck. we believe in american innovation. and i think bezos has been particularly effusive. it's a little bit embarrassing. so i don't know. i think one of the things, you know, a lot of stuff he's done has been problematic. he probably is going to have a real difficult time owning that newspaper. and also competing for business yeah, it's an interesting dynamic
you can see if tim cook does it or satya nadella that makes sense for them to sort of be on in the middleith bezos. he's got a real problem. he owns the washington post and so that puts him in the crosshairs of trump, which is what happened last time. >> yeah, i do wonder how he balances that because obviously the washington post does fantastic reporting. they have they have a great long story out tonight on pete hegseth, which has been, you know, the center of focus here at mar-a-lago....
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Dec 17, 2024
12/24
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BLOOMBERG
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satya nadella at microsoft, the killer line. i am not ship supply constrained.ustomers of nvidia. he has a problem getting power, but this is a correction. one man's misery is another man's bid. this is there nvidia moment. may 2023 we give a little bit back at the moment on broadcom, but it is up 38% in two days. i will leave you with tesla. autonomous is worth $1 trillion. the trump white house access. power, access, equals the next four years. hence the reason every single tech ceo is having dinner or giving $1 million to inauguration. jonathan: million pounds, i feel the same way. pounds are not worth what they used to be worse. lisa: we are in that kind of morning. jonathan: we are together. lisa: talking about pounds. jonathan: pounds sterling. back in my day. [laughter] anyway. here is the trading diary. the fed's final meeting of the year kicks off today. tomorrow the fed rate decision drops at 2:00 p.m. eastern time. on thursday another round of jobless claims and rate decisions from the boe and boj. on friday, core pce and university of michigan sentim
satya nadella at microsoft, the killer line. i am not ship supply constrained.ustomers of nvidia. he has a problem getting power, but this is a correction. one man's misery is another man's bid. this is there nvidia moment. may 2023 we give a little bit back at the moment on broadcom, but it is up 38% in two days. i will leave you with tesla. autonomous is worth $1 trillion. the trump white house access. power, access, equals the next four years. hence the reason every single tech ceo is having...
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Dec 13, 2024
12/24
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you had you had, um, sundar pichai of google, satya nadella at microsoft, all the tech ceos were quick to congratulate him. that's not a tradition, by the way. i mean, they didn't do that. most of them didn't do that. when joe biden won in 2020. um, what they have to gain, you know, meta. there's a ban on tiktok that congress has passed. um, trump may have some say over whether that takes effect or not. excuse me. meta stands to benefit greatly if tiktok is banned. um, they they also, you know, during his first administration, trump repeatedly threatened social media companies with revoking section 230. this is the liability shield for content that they distribute online. um, whether they whether he will go after that again may depend in part on whether he these social media companies as being on his side or as being beholden to liberal interests who want to want them to take down, uh, conspiracy theories, extremism, hate speech, that sort of thing. >> will oremus from the washington post, big fan of your work. thank you so much for being with us this morning. appreciate the discussion
you had you had, um, sundar pichai of google, satya nadella at microsoft, all the tech ceos were quick to congratulate him. that's not a tradition, by the way. i mean, they didn't do that. most of them didn't do that. when joe biden won in 2020. um, what they have to gain, you know, meta. there's a ban on tiktok that congress has passed. um, trump may have some say over whether that takes effect or not. excuse me. meta stands to benefit greatly if tiktok is banned. um, they they also, you know,...
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Dec 30, 2024
12/24
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CNBC
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ceo satya nadella and amy hood on recent earnings calls have said that the ai demand is there and microsoft keep spending in order to meet it. over the last year, microsoft separately has announced at least 20 investments of $1 billion or more, at various locations around the globe. that includes spain, india, indonesia, london, here in the united states, and many more. those aren't just data centers, those are training programs and other things related to negligence investment. in the meantime, don't have a clear view yet on how well microsoft's suite of ai products are selling. microsoft has said it's on track to generate $10 billion worth of ai-related sales this year. that's after spending about $70 billion, probably, by the year end. a lot of that is coming from the azure cloud business, but still no concrete disclosures from microsoft on that or the rest. that includes co-pilot plus pcs, which launched this year, but without its murky ai feature that was called recall. microsoft said in may it expected to sell 50 million co-pilot plus pcs over the course of a year, but no indication i
ceo satya nadella and amy hood on recent earnings calls have said that the ai demand is there and microsoft keep spending in order to meet it. over the last year, microsoft separately has announced at least 20 investments of $1 billion or more, at various locations around the globe. that includes spain, india, indonesia, london, here in the united states, and many more. those aren't just data centers, those are training programs and other things related to negligence investment. in the...
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Dec 18, 2024
12/24
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everyone is saying this including satya nadella and others is becoming more commoditized we're past the in investing in it. i think each one down the line from amazon to google to meta and so forth has a tremendous opportunity to grow their business we've seen it show up in earnings already the question is where is the longer term differentiation, what is the government going to do from a regulatory standpoint, who will be next in the next big breakthrough that will come. that will be spread out, too it seems a tough race on a lot of fronts. even seeing apple using amazon chips they announced at aws. that surprised me. that made me realize amazon is more in the game on chips than we had realized and perhaps the market had realized. it feels like an open race on lots of fronts >> jessica lessin, thanks for waking up early. ppliysda >> you, too. >>> when we return, top stocks to watch ahead of the opening bell on wall street. we'll be back with that in just a moment seeks to help investors achieve better after-tax outcomes. pgim investments. shaping tomorrow, today >>> dom chu joins us wi
everyone is saying this including satya nadella and others is becoming more commoditized we're past the in investing in it. i think each one down the line from amazon to google to meta and so forth has a tremendous opportunity to grow their business we've seen it show up in earnings already the question is where is the longer term differentiation, what is the government going to do from a regulatory standpoint, who will be next in the next big breakthrough that will come. that will be spread...