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ceo satya nadella on stage right now at the build developer conference in seattle. be sure to check online, cnbc.com, for my full interview, sitdown with him about microsoft's strategy and more. he even talks about tech's impact on gentrification also on my podcast right now, full interview >> great stuff thank you. >> let's get to the judge and the half >> welcome to "the halftime report." i'm scott wapner our top trade this hour, the rebear rebooted rally are stocks now poised for another liftoff? with us, joe terranova, josh brown, steve weisz also kevin o'leary, the chairman of oshares etfs. stocks are higher yet again today. this after they posted their best day in weeks on friday. josh, boy -- >> hey, scott. how's it going >> s&p above their 50 day. their whole narrative has changed, certainly the mood seems to have evolved from some of the things we were talking about early last week. >> strong disagree >> okay, tell me why >> i don't think the narrative changed. i think you got a bounce in tech stocks it's going to be very hard to have an overall positive to

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microsoft has its build developer conference, satya nadella made his pitch, google io kick off yesterdayt of talk about a.i. which you also talked about at reinvent conference at the end of last year and vision seems to be the lead use case on a lot of cases for bringing developers to a.i. tell investors if you will, how is a.i. going to cloud the economy which we've seen be so profitable and bring in so much revenue for amazon >> well, if you look at the machine learning and the artificial intelligence space it's growing like crazy and the vast majority of machine learning being done in the cloud today is being done on top of aws. look at companies like serner and cox automotive and expedia and the nfl and pinterest and zillow, lots of machine learning is being done. companies have so much data and don't have great ways of getting at that data and getting the gems and predictions that could change their customer experiences. really until we launch something called sage maker and reinvent, everyday developers and scientists it was too hard to build machine learning models. with sage make

get markecting to , 6000berg, satya nadella than 2000more investors, etc., etc. something which will be extremely important, and it shows that france is committed to being ready for technology, for startups, for entrepreneurship, and it is something which is rather new. expect all the planet to have their eyes looking at paris. caroline: what policies has president macron brought in to make it a better place for you start up and technology company? maurice: i think the first thing is state of mind. --nging the opinion that being successful. in france it was not so good to be successful. success was not celebrated, to say the least. sometimes people were blamed because they were successful and making well. today it is interesting to see that president macron and the government as a whole are toouraging young people start up their own business and encouraging the venture capitalists to invest in france. caroline: president macron will meet, as you say, with some 40 technology leaders, including mark zuckerberg. he wants to remind them of their responsibility. his t

in france, meeting with some of the biggest names in technology, including mark zuckerberg and satya nadellatromne hyde spoke with e and talked about what he expects to come out of the summit. >> i think it's great that president macron is engaging with technology, because we need that. but also technology can have positive impact. it can have negative impacts that we need to deal with as well. caroline: talk to us about the ramifications of technology. mark zuckerberg has had to deal with a lot of the repercussions of getting too big to greg -- too big too quick. technology, since the start of the industrial revolution, has created a lot of growth, economic growth and prosperity. it also has had a lot of negative impacts, environment and so forth. the newelief is that generation of technology, the digital technology, high-tech, has a lot of positive impact in terms of climate change, water, and so forth. however, it is also now the technology starting to have some unplanned consequences as well. we all need to deal with that, whether there is privacy, algorithms with biases. these are thing

of microsoft up more than 1% the company kicking off its developers' conference today and ceo satya nadellaelsitting n for a rare and exclusive interview. what'd you learn >> a lot in context, build is microsoft's chance to really get in front of one of its most important communities, the software developers who are going to be making things on top of various clouds, working with artificial intelligence, but we also talked a bit about the global picture and china in particular. here's what he said. >> i think about the next ten years, next 20 years, next 30 years, how many -- whatever your time horizon is going to be defined by these two countries, china and the united states, creating more interdependence, not less that's what's going to be good for the two countries. that's what's going to be good for the world. so, my hope is that any dialogue that happens in any capital, in any venue, is all about sort of breaking through i think that there are legitimate issues that need to be discussed, but you need to come up with solutions, because interdependence is probably good for economic growt

eastern time, don't miss this interview, exclusive with microsoft ceo satya nadella.business technology advisors you get the one-on-one partnership you need to grow your business. the dell vostro 15 laptop. contact a dell advisor today. >>> good morning it's 8:00 a.m. at tesla headquarters in palo alto and 11:00 a.m. on wall street. "squawk alley" is live ♪ no i won't back down i won't back down you can stand me up at the gates of hell but i won't back dow♪

that's right we heard from satya nadella at microsoft, their developer conference monday, heard fromgle yesterday, but today, the biggest of them all, amazon in the cloud, when it comes to a.i., when it comes to the booming cloud economy. andy as andy jassy here with us on-site on the new york stock exchange coming up on-site. >> where stocks are this morning. dow gains are fading up 2 points s&p 2678, hahes ld pretty well above the 50 day "squawk on the street" is back in a minute. so, what's new? we just switched to geico and got more. more? they've been saving folks money for over 75 years. a company you can trust. geico even helped us with homeowners insurance. more sounds great. gotta love more... right, honey? yeah! geico. expect great savings and a whole lot more. >>> welcome back to "squawk on the street." i'm dominic chu. energy front and center today but we're keeping a close eye on the material sector up to half a percent today in early trading among the names leading the sector to the upside, free port, and dow dupont and international flavors and fragrance. shares of ing