steve kovach,. >>> just getting started. amd holding its big a.i. event this afternoon. we break down the new announcements they have and how it's impacting the stock, the chip wars and everything else with stacy rask on after this break. my from the new york stock exchange. you are watching "closing bell" on cnbc. what do you see on the horizon? uncertainty? or opportunity. whatever you see, at pgim we can help you rise to the challenges of today, when active investing and disciplined risk management are needed most. drawing on deep expertise across the world's public and private markets in pursuit of long-term returns... pgim. our investments shape tomorrow today. all right. 60 seconds to draw the perfect gift. what's it gonna be? a bottle of don julio, 1942, delivered. delivered with drizly. gifting without the guessing. drizly. together, we built something truly beautiful. it takes years of dedication to get to this milestone. the new york stock exchange is a symbol of what america is all about the potential of an american dream. it is day one. a lot of work has happ

steve kovach is here with more details. >> yeah.k about the stock move first of all because people are really curious about this, is it coming out late? is it coming out unexpectedly delayed or anything like that? it's not. if you look at take 2's guidance, they gave back in may for their fiscal year, 2025, it really looks like this game is going to come out probably the first calendar quarter of 2025. so early 2025. that's assuming the guidance will hold, assuming no further delays. but they really gave the street a big hint of when this game is coming out. and there's reason around this excitement. it's because the first -- the previous game, grand theft auto 5 continues to make billions for this company. and when it first launched a decade ago, first day, 24 hours in sales, $800 million within the first three days, 1 billion. >> the first how many days? >> 24 hours. >> i think i remember this. >> no movie does that. >> no movie does that. this is the biggest entertainment property in the history, this one game. now we're getting

steve kovach, the new holida hurdle apple vestors are watching today, we will see that, and ade callingt buy the software company good to see, you welcome back. >> thank you for having me scott. >> give me your market view as we head into the new year. >> it's, as we approach thes all-time highs ithe market here, we are a lite bit wary as we approach january things td to reverse a littl bit. all of the reasons why the market is at the levels that it's currently at ou substantiated. the reason why the fed i looking to cut rates in 2024 i that it potentially has won th battle against inflation that is going to be a positive for markets. >> do you believe in thi broadening viously you have bee tremendouslytrong. do you think it can continue >> i think that if we do threa this here, we are going to b continuing to see a broadening evaluation, really favorin some of these stocks lef behind 2022, a lot of stocks they wer down does were the ones they di really well in 2023. you can see that happening i 2024 >> how do you assess mega caps will you have moy coming out or ijust the trade you wan

steve kovach is here with more on the story. this is interesting because it has wide ranging ramifications with the app developers and how much they get paid. >> that's right, dom. let's go over what happened. a jury ruled that google has monopoly power over the app store and app earcosystem. epic games cast a three-year legal battle. epic games in 2020 sued apple and google which let them squeeze app companies for up to 30% of sales. tim sweeney calling it a victory over google on x. it is the company's first major legal win in the years-long fight against apple and google. after the trial featuring the ceos, it took the jury a few hours to come back with the unanimous verdict against google. now the judge in the case will decide the punishment for google. at risk is the slice of money that google takes spent within apps through the google app play store. the judge will make the decision after the new year. it will be a long time before google feels pain. an executive says it will appeal the decision and that is a process that

our own steve kovach joins us with more. e. >> we surveyed members of the cnbc tech executive council on on their spending plans on i.t. and more on ai. this comes from council members made up of ceos, cios,nd techs. they're looking to spend on artificial intelligence. more than half of them, 59%, say their companies are accelerating investments in iowa capabilities. everyone else, they're still evaluating their iowa spending but being more cautious about it. butting about, look, no one, zero percent, is ignoring ai august together. 41% say they plan to spend the most capital in the next 12 months. over 9% would spend on cybersecurity. i find it interesting. in light of the slew of hacking reports we've been getting and more to come with the new s.e.c. rules, where does that spending go? we asked these members about enterprise level ai. those are the chatbots being sold by companies like microsoft and salesforce. more than half of them, 55%, say they plan to purchase enterprise ai software and soon within the next six months.

we bring steve kovach back what is going on the stock is now negative by 1.5% maybe some of this is filtering through. what do we know? >> that video demo of gemini, sundar pichai shared it on x and it's been getting a lot of attention, including on cnbc, it was edited it was cut to look like it was faster and more capable than it actually is. google has been not showing this in demos to people as well it's basically what we're looking at here is it's called multi- -m multi-modal, gemini is supposed to take in visual cues, audio cues and text cues and collate that together to give you an answer that's not what google did when they shot the video. they fed it text prompts and then over that some voice-over to show what it could look like. i've been pressing google on this and they finally gave me a statement this is meant to be an i will illustrative of what it could be like when it's finally out and when it finally launches this is important because a lot of startups who want to get into ai, maybe want to look for an alternative outside of openai or anthropic might be looking to google google

steve kovach. >>> we're going to learn what apple's plans are in the new year, right? that stock is just about $200. dan ives puts a $250 price target, outperform, joe, $4 trillion company next year. recently got back to $3 trillion. this will be a central part of the mega cap story and we'll learn more about what their ai aspirations are, too. >> apple compared to alphabet, compared to microsoft, compad to amazon. the chances there for underperformance into 20. intuitively, what do you know? you go back to last year and you think about thbearishness and raise my hand. i was part of it. people at thatime who said the market is going back to 3400. today the market is at 4800 and they're just as bearish and will tell you the bulls are doing you a disservice by telling you to ay in the market. in the case of apple and microsoft, did you go to apple and microsoft which was the right position? why would you look at apple and microsoft with everything we know about the innovation of generative ai and say, it's a light switch. turn the light switch of it's time to not own the

steve kovach, what do you think? >> i've seen this game before with intel. you might remember the mobile era where they said they missed the mobile wave and they had a chance to be in the iphone by the way, you know, we'll figure it out, figure it out, figure it out. they never did and we saw the same thing with computer chips. now saying the foundry. doesn't mean that they won't do it. but it is always -- you are prudent to have a bit of skepticism with the claims. >> and the way the as to being has run up? >> and it is not just that.to b has run up? >> and it is not just that. you want to look at whether there is a shift. there has been so much attention paid to artificial intelligence-related headlines, artificial intelligence-related business lines. is there something to be said that some of those perhaps moves have not run their course but maybe are due for a bit of a slowdown and that we could see other fundamental drivers in chips in 2024? >> well, the chip cycle is so different. they operate each in their own ecosystem. so for intel, the driver -- yo

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. >>> so for more on the economy, and what it means for you, let's bring in cnbc's steve kovach.today. a new report showing retail sales are up 3.1% this holiday season is out. so, the big question today, the day after christmas, is who won christmas this year? >> yeah, i look every year at the app store ranks on the apple app store to get a glean into what tack gadgets people are buying. a lot of iphones under the tree. when people activate those phones for first time, they're downloading their favorite apps. in addition to that, it is the accessories apps i look at. the big winner here was meta, sitting at the top of the app store for its meta quest app, the app you use to connect your meta quest virtual reality headset to your phone, activate it. that was one of the hottest tech christmas gadgets under trees this year. meta has an early lead in virtual reality, but we'll see more from apple, maybe as soon as february. and beyond that, gaming is still a big thing. and actually this is the first year that the latest playstation and xbox consoles were readily available after so m

we see shares are up 50% on the new, scott. >> appreciate that, steve kovach. tomorrow night, the buffalo bills take on the los angeles chargers exclusively on peacock, featuring the nfl's first ever commercial free fourth quarter. joining us now, the man calling the game, hall of fame sports broadcaster and game analyst for nbc's sunday night football, cris cohen's worth. he's also the majority owner of the football analytics company, bff. welcome to closing bell, great to have you on. >> scott, this is big time for me right now, we will sit here. i feel like i should talk a little faster to make it sound like i am breaking some news, get right into the show, you guys are lively, fun, it's been great, i've been watching for about a half hour now. >> great. i might ask you for a stock pick since you went there. i will save that for later. let the football first. let's talk about the second game, the one you are doing. bills and the chargers, first ever commercial free fourth quarter. the bills, they don't look back their record says they should. they still look

our steve kockoco-kovach. >> the big question for apple going into 2024, will it finally return to the top line growth? of course, like you said, four straight quarters of declining sales. apple is said to expect sales to be glad. but despite that shares are up along with the rest of the magnificent seven. though it's the laggard of the group. there's good news and bad news. let's start with the bad news. huawei returning more competition in china from the home grown brand and then the online gaming crackdown. the services business and then just overall in china that slow economic recovery making it difficult to push the iphones. i do want to talk about europe, too, new regulations going into full effect. it will allow more app stores. that, again, a let to the services business. everyone is talking about the apple watch ban still being worked out. the watches are on sale now. it will take another couple weeks before that gets resolved. services grs growth re-accelera. it was up 16%. early data from december, frank, showing spending is increasing as well and then we're getting some ear

steve kovach joins us now. steve, is the path clear for apple to return to growth next year?e biggest question for apple investors for 2024. will it finally return to the top line revenue growth? apple is said to expect flat sales for the december quarter. despite that, it is part of thing magnificent seven, soaring all year. looking ahead to 2024, we have good news and bad news with the return to growth. headwinds in china. we know huawei is returning and coming back and putting out new smartphones for the first time in a few years. there is data out there that people are switching back from iphone to the android huawei phones. there is crackdown from the government with the online games and restrictions. that could damage apple's app store revenue and then the slow economic recovery in china. over to the u.s., the watch is still being worked out. that fight is not over yet. now the good stuff. services growth. reaccelerating the high margin business. up 60% in the september quarter. on the hardware side, signals that pc and smartphone demand may start growing again. here is

we will talk to steve kovach. he has been covering the story for us. we will talk to him in 20 minutes. >> this is a big deal. >> this could have ramifications for apple. we debate the app stores for a long time. >> they were able to point at something, i forget the name of it. google hug or something along those lines where they were giving special deals to some apps. whether it is netflix or spotify to keep them on the app to go through the issues. that may be the difference. it is one thing to say you are a store and everybody gets the same treatment, but another to say we are doing those things which is the anti-competitive behavior. we give advantages to x, y and z. >> it doesn't make sense. this is my opinion. there are certain products you want in your store that you will discount or you will take a lower margin on than other products. certain products get people in the store. is it razor blades and handle theory which is the case? i don't know. i don't know. >> that was my point. >> if you are treating one product or category different than ano

steve kovach has more. >> the run for the magnificent seven is apple and microsoft and nvidia and tesla024. for apple, investors are desperate to return to sales growth after four straight quarters of declines. that could be boosted by renewed growth in the services segment. microsoft has the chat for business which went on sale in november. other companies using openai is a boost for the azure cloud business. and keep an eye on genemini ult for alphabet. and in china, it will keep it tough to accelerate in 2024, but more come pe hpetition is comin amazon and google. a.i. is moving rapidly and who knows who will surprise us nex year? >> thanks, steve. let's dive into the tech playbook for 2024 and bring in sara kuntz. >> good morning. >> let's pick up where steve left off. i want to talk about nvidia. it is the story of 2023. it jumped, rose, rallied, which ever word you want to use, 20% year to date. the smh chip etf is the best since 2003. will chips continue to have the run in 2024? >> nvidia had the year of the lifetime this year. it will be hard to repeat that no matter what. the b

for a look at why the markets have soured on apple, let's bring in steve kovach from the nasdaq. ey do to fix it? >> and like you said, 48% is nothing to shake a stick at their. and of those names, you can look at them. the biggest question for apple in 2024, can it return their growth? that's because we just got over four straight quarters of finding -- and on top of, that the current december quarter, apple is said to expect sales to be flat. despite that, shares are up about 30% on the year, and going into 2024, we have some good news which can help apple, and some bad news that can make it harder to return to growth. let's start with the bad news first. headwinds of china, that's really the big one here. huawei, returning online, starting to sell phones, again showing indications that people are switching back from my phone to the huawei android phones. plus, the online gaming crackdown by the government, that can impact the app store. also, overall what they can see throughout the, year slower economic recovery among the chinese consumers. now let's look over to the u.s.. the

steve kovach is joining me to give us an update on this. this is a major victory for apple. or not, we'll see. where the high-end watches b back on shelves? >> they're not on sale yet. this is a temporary order, just the self-imposed ban apple put in last week. so it's unclear are they going to sell it for a few days or not. i've asked the company if it's going to be a temporary lift of sales or not. but this is going to be a long, drawn out legal battle. at the end of the day, the various authorities throughout the united states have, including the biden administration, have determined that apple did in fact violate these patents around the blood oxygen sensor. that affected the latest and greatest watches. those just went on sale back in september. so right now, still not on sale. if you got an apple gift card or something for christmas, you can't redeem it yet at least here in the united states. the big question is how does this play out. does apple have to play a licensing fee to the company or can they find some other kind of workaround such as a software update to get

because steve kovach, it feels to me like that's really what you have here, a battle royal between the two companies. microsoft has had the lead and, well, now they're showing. >> yeah, that's exactly right, scott. here is where we are now -- i know josh was talking a little bit about where things are headed, but today the ai race is tightening, but microsoft and partner openai still about a year ahead of google if you add it all up here. google shares up, of course, following the announcement of gemini. the new ai model that will be part of its chatbot bard, google docs, unclear why stocks didn't react to the news yesterday. it is the optimism around gemini today seeing as the force driving it up 5.5% now. but it's going to take a while for gemini to roll out and even longer for google to start monetizing those capabilities especially in search where the company has said it'll see the big benefit from generative ai. also unclear the impact it will have on duet, the productivity it's previewing for business customers and eventually priced the same. whether or not gemini is better than

. >>> let's get back to steve kovach. looking at the biggest names moving into the close. eve. >> ford and general motors are moving higher today thanks to analysts at morgan stanley. the bank is reiterating both stocks is overweight heading into 2024 just giving a slight bump to both automakers. morgan stanley believes both companies can generate stronger free cash flow from the internal combustion engine business while continuing to invest in electric vehicles. let's start with auto. carmax shares jumping after the company posted an earnings beat for the 4th quarter. and also said it would reinstate its stock repurchase program which has the stock moving about 4% higher right now this afternoon. back over to you, scott. >> thank you. the magnificent 7up 106% this year. my next guest things the group could add two more names to the ranks in 2024 per let's bring in our cnbc contributor to further discuss. good to see you again. what are the names? >> to meat, amd and adobe are the names that could actually make their way into next year's med seven or whenever jim cramer dec

steve kovach, thank you. i'll let you bounce.up triple digits and the bell is going to start ringing in a couple of minutes. they're clapping already. s&p 500 inching closer to a new all-time high. there is the bell. we'll see you on the other side of the new year with morgan. >>> well stocks eke out modest gains today as the s&p inches closer to a new record. it's just about 15 points give or take from its 2022 closing high now. that's the score card. the action is just getting started. welcome to closing bell overtime, i'm morgan brennan. jon fortt is off today. stocks stuck in neutral though, failing to hit record highs. the major averages remain on pace to extend an eight-week winning streak. coming up, the

here is a sderot stubby, and steve kovach joins us as well. e, let's start with you, big year for your coverage it started off our differently let's rewind >> so much of the magnificent glow was around a.i. of course we have to rewind back t january where a massive layoff starting from microsoft, amazon, apple is the only one that didn't have these massiv layoffs. while yes the a.i. story was very true for nvidia, after th sod or side it was - less of an a.i. around them bu they really did listen to what the investors were looking for after just going bananas durin the pandemic, over hiring, overspending, that got slashed over 100,000 tech jobs los this year, so much of that concentrated, 27 alone i amazon >> we made the point before, it's worth emphasizing imagine we didn't have generative a.i., all the point to be very different, they gav them a whole growth narrative. >> it's worth looking back the growth narrative and the cost control and so forth that we're talking about th beginning of the year, it ha it's a fact. there's real, concrete a

steve kovach. >>> coming up, consumer staples are one of the worst performing sectors this year. told us they are seeing signs of recovery. shares of gold up 5% in the paston, d alts mthananys tell us what 2024 will bring, next. (clock ringing) go. and go and go and go. (tense music) but what if you. (tense music) stop! you work hard. it's time for a bank that'll work hard for you. everbank performance savings is built to put your money to work with some of the highest rates in the country. going, that's what got you where you want to be. we're the partners for your next move. everbank. advantage, you. all right, tandy, what's it gonna be, the drink made from whatever was laying around, or the one made with your drizzly haul? drizly! stock up today, sip well, tomorrow. drizly. >>> amid all the recession talk, 2023 was supposed to been the year of the safety play, but both healthcare and stables are the worst performing sectors in the market, and the center of food source stocks got hit hard. smuckers, hormel, campbell soup, all down more than 20% as product demand dwindled, thank

let's get back to christina fo a look at the stocks she's watching >> reporter: steve kovach trie top to the shot bowl extension -- $44,000. that's around 100 percent 60 yesterday. coinbase is up about 7% afte falling for two straight days. profit including 22 millio dollar investment from kathy woods. coinbase is up though 329% - shares of air conditione company, carrier global, are higher after selling a securit limit the industrial fir honeywell for 4.9% billion i cash honeywell seems to bulk it safety business where growth has slowed honeywell down one and a hal percent. -- >> christina thanks, see you o the other sand still ahead, retail investor jumping back into the market a levels not seen in more than a year we'll tell you what name they're buying, we'll do i ahead closing bell be right back. all right, sheila, are you throwing a dress like a dad party, a birthday brunch, or a vow renewal for your dogs? yes! the right drinks delivered for any party. drizly. (sfx: stone wheel crafting) ♪ the biggest ideas inspire new ones. 30 years ago, state street created an etf that inspir

steve kovach is joining us to explain. this come out of left field?is is been kicking through the process but it is unprecedented and apple is halting sales of its two newest watches after losing a patent dispute with the help tech company. apple stop selling the series 9 and ultra 2 watches to get united states customers online this thursday and in stores on christmas e. it likely will impact the holidaquarter sales too much. in october the international ade commission placed import ban on apple watches that have a blood oxygen sensor but the itc said it violates patents which made a smart watch with similar features. biden administration has until christmas dato reverse the itc decision. if it doesn't, apple said it wi appeal the ruling and work on technical changes to get devices to work around patent issues, but it won't sell the affected watch models in the u.s. during th time. apples wearables business is a growing segment and includes pructs like the apple watch, air pods and early next ye the vision pro headset the segment includes wearables b

today, a chinese crackdown on mobile gaming is leading to a stop sell-off, steve kovach joins us with. we used to talk about casino gaining. but this is video gaming. >> specifically, online dating. chinese gaming stocks down like you said, hit really hard after new draft rules in china regulating video games were released overnight. for us, ten cents on more than 10% losing over 43 billion dollars in market cap. netease, down over 24%, bilibili down 20%, these all look at percent sales from online gaming domestically in china, hence the downside here. new rules part of a broader crackdown for the chinese government on online games. for example, this one would block online games from pushing pricey digital purchases and rewards for signage in every day. chinese regulators have previously proposed rules requiring games to register for government approval first and limit screen time for players under age 18, to a couple of hours a day. not impacting u.s. gaming sites too much, most are in the green, all in the green right now, as a matter of fact. while these ideas are broadly similar t

cnbc's steve kovach reports. >> hey, tyler. yeah, "the new york times" sued openai and microsoft today, alleging they used copyrighted material to train their a.i. models. the examples shows are quite egregious and it is evident that chat bot basically plaguerizes articles from the news outlet. "the times" says in the lawsuit seeking damages worth billions, but not specific on the exact amount they're seeking. "new york times" also reported today the outlet approached openai and microsoft in april to work on an agreement for the tech companies to train a.i. on the material, but nothing came of the talks. this is also the first major media organization to sue openai over how it trains its chatgpt bot. microsoft is a major investor in openai with an investment reportedly valued at $13 billion. now, that investment gives it early access to some openai technology, which has been put into products like bing search and office apps. now, this likely won't be the last lawsuit, either. a group of authors have already sued openai and mic

i want to bring in steve kovach. he is looking at apple and the growth prospects next year for revenue. >> that is the big question for apple going into next year. how does it finally returned to topline revenue growth? we have been saying all year, four straight quarters in declining sales. this quarter won't be much better. apple is set to expect flat sales for the current december quarter. the most important quarter every year. despite that of course, apple shares are up about 49, 48% so far this year. let's talk about what needs to be done now in order to return to that growth. we have some good news and some bad news that they have to grapple with. let's start with the bad news first. headwinds. and hallway returning to the smart phone game and creating more competition there and another they are making phones again, also the online gaming crackdown from the government there could damage some app store revenue. and just overall, what we have seen throughout the entire year, a slow post covid economic recovery fo

let's bring in deirdre bosa and steve kovach for more. >> this challenges the idea of google and apples gate keepers. luther low has been one of the most vocal critics of threat of tech. i spoke to him in his first broadcast interview in this position. he pointed out that the epic ruling came from a jury. so, they understood the complicated material and they were able to make a decision. he says that could have key implications for the other anti-trust cases that google is listening. have a listen. >> we're learning that the emperor has no clothes when you get into these documents and the plaintiffs or government are able to unpack the arguments to a reasonable set of humans and they see how much these large firms have been kind of egregiously putting their thumb on the scale. >> now, he also believes that apple could be next. here is why. >> the other interesting thing about both of the google cases that happened this year is that they inadvertently put a lot of spotlight on apple's bad behavior. and i think the walls are sort of closing in on apple because the epic case was all about

thanks, steve kovach. 2025. >> you get the trariler now. >>> the presidents of harvard, m.i.t. and upen getting grilled on the hill over their school's anti-semitism on campus. first time i connected with kim, she told me that her husband had passed. and that he took care of all of the internet connected devices in the home. i told her, “i'm here to take care of you.” connecting with kim... made me reconnect with my mom. it's very important to keep loved ones close. we know that creating memories with loved ones brings so much joy to your life. a family trip to the team usa training facility. i don't know how to thank you. i'm here to thank you. >>> welcome back to "squawk on the street." the battle over free speech and anti-semitism on campus coming to capitol hill as the presidents of harvard, mmp.i.t. and university of pennsylvania testifying before lawmakers. emily has been listening in and joins us with the headlines and the dynamic here. >> the hearing has basically just kicked off. we are just begin

steve kovach joins us with more. i need remedial training.eed to know more about the franchise. >> that's what i'll tell you. >> are the thieves the prota protagonists? >> you play as a thief. you're a thief, killer and murderer. >> interesting. >> this thing is huge. the trailer last night for "grand theft auto" leaked early. it was leaked on x. it was supposed to come out today. it is the gta vi that launches in 2025. the clips we have seen is how much money gta makes rock star games and parent company take-two interactive. shares down 6% this morning. little bit of selling on the news and not coming out until next yeear. gta vr racked up $1 billion of sales. it is still making moneyplayers. expectations are just as massive. even with little detail about what the game will be like beyond the footage that we saw last night. by the way, 57 million views on youtube so far. to put that in perspective, the beyonce trailer ahas 2.1 millio views. this is from the studio with a near perfect track record. take-two has bullish guidance for 2025 for t

our very own steve kovach will join us on that, next. "squawk box" will be right back.ful. it takes years of dedication to get to this milestone. the new york stock exchange is a symbol of what america is all about the potential of an american dream. it is day one. a lot of work has happened to lead to this historic moment. the only way you can move a society forward is a true expression of freedom. ♪♪ the first time you made a sale online with godaddy was also the first time you heard of a town named dinosaur, colorado. we just got an order from dinosaur, colorado. start an easy to build, powerful website for free with a partner that always puts you first. start for free at godaddy.com hi, i'm jason and i've lost 202 pounds on golo. so when i first started golo, with a partner that always puts you first. i was expecting to lose around 40 pounds and then i just kept losing weight, and moving and moving and moving in a better direction. with golo and release, you're gonna lose the weight. are you still struggling with your bra? it's time for you to try knix. makers of th

steve kovach joining us now.le's big meta plan. >> remember a.i., the metaverse. now we're talking about the metaverse again. apple is expected to launch the vision pro early in the new year, start of a new platform war like back in the old days of pc versus mac or iphone versus and android. you remember all the commercials. meta has a head start, selling headsets for the last several years including the new quest 3 which launched this fall and it appears to have been a really hot holiday gift. the best apple analyst out there, good at predicting what apple is going to release, he says in a most recent note, 500,000 vision pro units are expected to ship in 2024. that points to an extremely limited debut. only going tostart for sales in the u.s. only at apple stores, not third party retailers or online or anything like that. the price is going to be a huge factor as these two duke it out. meta's quest 3, $500, vision pro, just $3,000 more, $3500 bucks a pop. i used both headsets. meta improved a lot over the last