they know tech for warfare, no tech for oppression or surveillance. and at this point, i think like google has completely lost the idea of building for everyone at this point. they really are just building for profit, even if that means at the expense of human lives. paul, i read a uh, a post that you wrote, very powerful, one called i can't sleep, i recommend people look for it and read it. and it's, it raises something i've been struggling with myself cuz i have many, many contacts and friends in silicon valley. and the truth is that most of my friends think they are working on things that will advance a society that will make the world a better place that will solve you know, many problems. and i guess my question to you is, what is happened from your perspective? with the conscience and soul of silicon valley right now as you see it with this particular conflict, but with wars and complex in general. and i think that silicon valley does, does think of itself as building for, for the future. and i'm trying to build for, for growth and scale and in

a rotation really away from megacap tech and tech in general to some of these other areas. i mentioned financials were outperforming by a lot now the rest of the market is caught up because every sector in the s&p is green. it is no longer the financials the best sector on this day. it turns out it's technology so you have the dip buyers coming in. >> absolutely. i think for those that had missed out on the rally last year for the mag 7 or the s&p 500 overall and bemoaning we were back at all-time highs this is another bite of the apple here to buy into some of these themes. but i think what's more long lasting here is the dispersion within a group like the magnificent seven very clearly you have a lot more dispersion, not every group is up double digits you have some down double digits. we can't forget the importance of thinking through these specific, individual companies and what weight they should have. we're not into the idea it's up to the right and it's the new defensive. if you're looking for defense, it's in your traditional defensive sectors like utilities that di

the big tech companies or are elected officials at the moment. and how would you envision shift taking place? because. right, it would seem unlikely for the big companies to begin to work against their own business models. yeah, it's it's unlikely. and but so what really i mean, we can all sit back and say, jesus, really big. this seems daunting. it seems like. i don't know. well, then our choices, we're stuck with it. and so, you know, i just i just can't see that honestly. i just. i think we're better than that. and we we know that things are not right, and we need to fix. i don't think there's a bigger issue. in our time. i think this is biggest issue of our time and it's not an issue that's being talked about in that, for instance, in this presidential, it should be the number one issue if we want to get really to the other issues. unfortunately, we're seeing the same technology and what it's optimizing for is the same dysfunction in our political system. so how do you change it? you change it by getting people involved who care deeply about

hi, adrian jones, co founded blocked, techs in 2018. wait, this, the block techs to how that takes that can be useful to many robs and just be useful to want. i think that's been a real difference for us in the industry. everybody's is preoccupied with making more textiles. log texts recently announced an expansion of capacity to $10000.00 tons a year. berlin's refresh, global also emphasizes flexibility using a biotech approach. bacteria breaks down in sanitized, textile waste, creating 3 raw materials, no, no cellulose. ethanol and sanitize tech styles. pull through refresh, global's partners. these materials are used to make anything ranging from furniture, to bike frames, to ethanol based cosmetics. refresh global is a newer company, even many competitors, and plans on developing a network of smaller facilities that can be developed quickly and flexibly with partners. that is a very different tack than sweden's renew cell. one of the world's biggest chemical tech stall recyclers. it was among the 1st building, industrial scale, comm

josh quote, then actually built the 1st book on successful tech plan. in 1930 later interest in tech p went, wild princess, exploded during the coil crisis and 1980 us president. jimmy carter signed a loan to ensure the production of 10000 megawatts of electricity from opec in the next 2 decades. currently, there are 2 unsure of research plants, one on the island of coma in japan, with 100 kilowatts and the other one. and one, are you with 105 kilowatts. french developers were sent to launch a 16 megawatt plant in martinique and 2020. but the project has reportedly been shown due to technical difficulties. there were other research projects as well, but non lasted very long. so even though it's not a new idea, this technology is still very much in its infancy. most of the pilot plans were set up on shore to make a tech commercially viable. at, at a large scale, you need to go off short. this has him on kugler from the kite ocean engineering, which has been developing low tech parts in hawaii since 1979. you know, the 510 amount of pipes would you need f

tech is where the outflows were. not surprisingly, last week, that was two of the three sectors in the red. everything else, were all in the green. >> the flow will generally go where the sentiment is. i am not a sentiment guy. where this takes me -- the flows are backwards looking. i want to answer your question. i think the right answer is, why are they going to go where they should go? the answer is fundamentals. if you look at what is going on outside of tech, there is strong demand. cyclical stocks, airlines, auto manufacturers, demand is strong. i know this irritates you a little bit. don't leave. this is important. you will find it useful. this year to date -- >> i'm telling the producer right there to be ready. >> there has only been four days this year. where tsa has passed. >> if you don't find this useful -- look, this is where i live, fundamentals. there were only four days this year when there were lower passenger counts than last year. on average this year, passenger counts have been 5% higher on averag

it is pretty much lifted by tech stocks.look at where we are in terms of the kospi, up by 1%. higher for longer, i suppose. 3.4% at this point in time. that is on the back of asian tech in a fitting from that stellar earnings we saw overnight in the u.s. turning now to another big market story we have been tracking all week. chinese tech stocks have been posting double-digit gains while the u.s. peers look set for monthly losses. but data from etf inflows have also signaled that the rally could fizzle out soon. for more on this, let's bring in robert lee and rebecca sin. my favorite people. rebecca, let's start with you. what are inflows saying? >> inflows have been positive this week. as you said, the tech rally in hong kong has been phenomenal, 8.5%. they hold names like jd.com, tencent, alibaba. we have seen huge inflows. the largest hung tech etf saw 71 million dollars in inflows just this week alone. but some of these people have a profit opportunity because it has rallied so much. we have seen up close. they saw 33 mil

oh, tech plant range from $780000000.00 to $1500000000.00. and there's another big, unknown cold water pipe in the pipes, the cold water pipe these days hard plastic pipes up to 3 meters in diameter or no problem. but for 100 megawatt plant, you think pipes almost 4 times that size, they haven't even been developed yet. it is complex because the pipe needs to be stable. i'm flexible at the same time to not break apart when it gets hit by waves or currents. development is tricky. and india no tech plant never went online because the deep sea water pipe failed. and even if an old tech plant were to work, it could be destroyed by a storm. that's what happened to one of the 1st pilot plants in 1930. this uncertainty has driven away companies with more than $40000000000.00 us dollars in revenue, lockheed martin was sent to build the biggest tech plant to date in china, but dropped the project due to its cost. but it's possible that costs could be caught. for example, in the heat exchangers to give you a bit of perspective, the heat exchangers on a

people don't want to get out of tech, but broaden their exposure. >> you have to be in tech.ch is the future. a.i. is coming. productivity boom is coming. there's nothing to stop this. you have to be there. at the same time, do you carry the same weight? no. we have been cutting our positions in our top with nvidia or microsoft aror meta. we have cut those and moved into utilities or gold or aerospace and defense just because of the things we just talked about. >> are you making big bets or the managing director told me they are nibbling? >> 3% to 5% is in each of the new buckets. it is not tiny, but not massive. >> understood. james, stay with us. we have more to talk about in a second. let's stick with tech and the bill to ban tiktok here in the u.s. the measure clearing the house this weekend and raising pressure on bytedance. we have emily wilkins with more. emily, good morning. >> reporter: good morning, frank. the huge package passed the house this weekend including the $95 billion foreign aid bill for ukraine and israel and indo pacific and attached to the measure is t

the same time that subhead is a tech love story because i love tech. yeah. so i don't want this idea that, you know, there's a lot of tropes out there. you know, tech is terrible. it's not terrible. it's how how it's being used essentially. and so i want to say i love tech, but let me tell you what happened. yeah. yeah. journey to do these people becoming the world's richest, most powerful people. and you've been there since the beginning. i it's interesting because, you know, you have a bunch of you have a bunch of great blurbs from a lot of people. many of them are people that you've loved and hated or that you've trashed that list and have trashed you. and the thing that i actually love about this and this is the first thing i want to get into is you are, i think, a self appointed reporter, preneur. is that the word. no, i don't use that word. it was i never beat that word oc horrible word. terrible word. but she's an entrepreneur, entrepreneurial reporter. you're an entrepreneurial journalist and that is something first of all, i think there should be wa

we're 28% tech and 7% energy, and we're more overweight energy than we are tech. that's just how the s&p's constructed. >> shannon, last word to you. >> listen, we're right before earnings season, so these nermz couple of days, there may be macro blips, if you will, but i think we're looking at earnings to continue to see in the second half of the year, will we get the guidance to be slightly better to account for the fact that earnings estimates have come down a little bit in the first half? >> guys, i appreciate your time. >> good to see you, shannon. >> bye. >> shan, thank you. adam parker, thanks to you as well. >> take care. >>> disney's big board battle entering its final stages, and some are saying this week's vote could be quite close, maybe closer than expected a couple weeks ago. cnbc.com's alex sherman is here to discuss what's at stake. that's sort of where we've progressed, right? we're hearing this could be a lot closer than people thought. >> i think originally, after disney's last quarter, it seemed like bob iger and the board were in the -- the sh

company called deep tech, if you remember that one.ive or openly active in the ai space for well over a decade. ai algorithms underpin their core search business. it is sitting on a considerable amount of intellectual property and expertise. same is true for microsoft. obviously enhanced in the ai is enhanced by its stake in openai. compare and contrast with meta-is that meda is an earlier state in terms of its ai business and developments. i think that shows through on the numbers. arguably, meda is playing catch up. it's having to invest heavily in order to catch up its -- catch up to its peers. it's having a negative impact on free cash flow. obviously, the higher amounts of capex has to put aim on that side is what the market took fright on a couple of days ago. compare and contrast with meta- -- sorry, without the bed and microsoft. both of these businesses are underpinned by a highly profitable cash cow businesses. alphabet is the search business whose quarterly growth hit in a quarter high, so that business is performing strongl

this is where we get a taste of the tech trends to come for the new year. and over the years, we have seen it all here — autonomous cars going up and down the strip, even a flying one on the sidewalk. so, what's going to be big this year? it is time to find out. the self—proclaimed most powerful tech show on earth truly is global, with companies from around the world battling for attention and some splashing out to make a real spectacle. there's even a mini theme park in one of the halls this year, with a hydrogen—powered train that goes... ..all of a few metres. so lovely of them to name it after me too! i think that's a different sk. 0h, 0k. but after a year of tech hitting the headlines, often for the wrong reasons, there's no existential crisis here. the buzz is back... dance music plays ..the party's pumping, and ces is a scramble of people, products and predictions for our future lives. everything you could ever think up appears to fill these seemingly endless aisles where incredible innovation collides with absurd apparatus, allowing you to take the

ed: this is talking tech.yo-based startup capitalizing on surging interest from japanese firms founded by x google researchers. partnerships with blue-chip companies in an effort to build out japan's ai ecosystem. they use small data sets to train low-cost genai models that could be used to ramp up a companies ai capabilities. plus, samsung is set to unveil a 45 billion dollar pushed into u.s. chipmaking as soon as next week. according to sources they will outline a project in texas after securing government grants. it is the latest push from the biden administration to revitalize chipmaking and the united states. the sector trying again on advancing the reauthorization of a u.s. spy bill. the foreign intelligence surveillance act failed to reach the floor on wednesday over gop concerns over privacy in section 702. that provision allows the surveillance of foreign targets and the potential to warrant less -- warrantlessly surveilled americans. caroline. caroline: let's move away from politics to product announ

the big tech companies stateside.ome of the corporate releases in europe have been positive let me share this stat with you. st stateside, the tech sector is up 3.2% that has contributed to the moves in europe. we are looking at construction and materials. they are up 1.4% some of the earnings this morning have contributed to these moves. on the other hand, if we look at the worst performer, chemicals are down 1.2%. one of the companies reporting this morning which has contributed to the negative momentum is the earnings below what markets expected and that is contributing to the negative momentum there i want that take you to other stories. shares of cvc is surging this year the private equity group priced the listing at is 14 euro per share. up sizing the offering to 2 billion euro it comes to market having twice postponed an ipo most recently in november as it cited favorable market conditions. the group was founded in 1993 when it was spun out of citigroup. it has 186 billion euro of assets with more than 125 comp

the government is pushing tech, particularly the high-tech sector. in semiconductors, i think there is support. interestingly enough, one way to get into this market is through taiwan because taiwan is supplying a lot of the technology, even with the u.s. restrictions. taiwan is supplying a lot of this software. yes, there's companies like that in china that you want to look at, but you might want to also look at taiwan as an entry into that chinese market. haslinda: which chinese stocks would you buy? some suggesting tech is the way to go. alibaba even tencent. >> the one i would buy is tsmc in taiwan. i think, of course, the chinese will likely get their hands on tsmc. they already benefit to some degree on the products from tsmc , but that is the one i would bet on. >> so you would not be picking up any chinese stocks? >> not at this stage. haslinda: all right, thanks to our mliv executive editor, mark cudmore. mark mobius sticking around. bear with us. still to come, goldman sachs shares their outlook on india's financial sector. it appears that

tech jumping after the bell as earnings mostly beat expectations. a sigh of relief from investors worried about lofty valuations. elite rebound coming after markets were rattled by data showing starved inflation and slowing growth in the u.s. economy. it is decision day for the bank of japan. market players scrutinized for hawkish signals. plenty on the docket today. let's look at how markets are setting up for this friday in the asia-pacific. april hong is in singapore. >> it's a big day watching out for tokyo cpi numbers for the month of april do this hour. of course it's about the boj decision and more importantly whether we get hawkish signals. signals of quantitative tightening. the central bank is considering measures to reduce the levels of bond purchases, and in the meantime the likes of morgan stanley and mufg economists flagging a potential young shot from the tokyo cpi numbers because of a lack of clarity from the statistics bureau about how a component, the elimination of high school tuition fees, will be reflected in the index. that mak

one of the world's biggest chemical tech stall recyclers. it was among the 1st building, industrial scale, commercial tech style recycling facility. here context i was shredded into a slurry, separated from any contaminants, and then dried into sheets of what they called circulars, circular, cellulose, which could replace bridge and materials like cotton, oil or wood in the production of new high quality textiles. going down to the molecular level helps maintain quality and renew, so we'll set it circulars can go through the recycling process. 7 times there were limitations though they could only recycle waste that's 95 percent or if you're caught and meaning lots of what spilling land towards wasn't eligible in the 1st place. for new selves recycling plant opened in 2022 to the capacity to recycle 60000 tons annually and room to expand the 120000. but there's a reason on using the past tense here. the renew sells and they should meet at a beacon in the industry. it wasn't rewarded. renew, so shocking me. filed for bankruptcy in february 202

so, oh, tech would help bring more energy to tropical island. and many of them still rely on diesel generators. studies even suggest that if you disregard practical and financial hurdles couldn't power the entire world, hypothetically. today estimates for a $100.00 megawatt o tech plants range from $780000000.00 to $1500000000.00. and there's another big unknown called water fight. and the pipes, the cold water pipe, these days hard plastic pipes up to 3 meters in diameter or no problem. but for 100 megawatt plant, you think pipes almost 4 times that size they haven't even been developed yet to. it is complex because the pipe needs to be stable and flexible at the same time to not break apart when it gets hit by waves or current development is tricky. and india no tech plant never went online because the deep sea water pipe failed. and even if an old tech plant were to work, it could be destroyed by a storm. that's what happened to one of the 1st pilot plants in 1930. this uncertainty has driven away companies with more than $40000000000.00 us d

we like tech.e want to stay in a relationship with it, but it might be time to start to date around here, look at more cyclical and value parts of market. charles: in other words, when you say dad get as new haircut and convertible, watch out. energy had a good move. this year and it seemed to stalled somewhat t was supposed to break out. the significance of energy with the broad market has declined so much over the last two decades oar so. what will get energy higher? feels like if china's economy isn't booming, then energy, it has something of a ceiling? >> yeah it is a great point. it is a key reason energy is more of a flashy kind of sector that we're dating and not necessarily a long-term marriage because it can really benefit from infly shun hedge. think about the inflation data we got just this morning. eci, the employment cost index coming in hotter than expected. housing prices coming in higher than expected. the fed has a real inflation problem here. looks like stimulus employed in china

on one hand oil is down but tech is really gaining like nothing's stopping tech. snap posted earnings that surpassed expectations. outlook was also stronger. this is a sign that all of its downsizing headcount, eliminating projects that did not boost user growth or revenue, is working. they tweaked their ad business to become more targeted and it is a sign that that is working. katie: it seems to be paying off. a lot of people would be surprised at the start of the week that it would actually be snap outperforming and meta having a bad week, but that shows how quickly things can change. tell me what is going on with american airlines. isabel: this is weighing on its outlook. the outlook was we are going to have a great summer because there will be a busy travel season but investors were focusing on that miss after a series of bad weather and delays. american airlines was like, it is going to be a good quarter. last quarter we saw a loss but this quarter it will be $1.15, one dollar 40 five cents, in line with estimates. for now it isn't looking good for american a

can quibble whether it's retail, whether it's tech, i look at it as tech because aws drives it. and then i've got vertiv and taiwan semi. if i look for the one i love least, i think has the most time to recover that's asml. now it's a complete show me stock. i was right that the quarter was going to be disappointing, so was the rest of the street. everybody thought it was a show me quarter. this he didn't show me so now i have until they report the third or fourth quarter to get back in the stock if i choose to do so. it's more portfolio positioning than specifically this. netflix, conversely, i don't know if we will get to it later in the show -- >> sounds like you want to get to it now. >> i do because it's on my mind. look, i said i'd buy it last week and i didn't, didn't sell what i have, it's a small position but now i have to think about, okay, this he did away with reporting subs, which is what apple did five years ago, but, i don't know, i don't think the market can get to increase my exposure. >> you thought if they miss the stock was going to come in, little did you kn

staying with the tech sector. of the year has seen more lay—offs announced at a number of major tech companies including google, microsoft and snap but workers finding themselves unemployed could look to asia for new opportunities. that's because new research has found hiring is on the rise across the region due to a shortage of talent with australia, hong kong and singapore on the hunt for staff in the tech sector. we heard from karen ng. let's get more from karen ng who's with global hr platform deel, which is behind the research. we heard from karen ng. she says the overall peace in the tech sector is starting to slow down. we've seen we've recently released a state of global hiring report where we've noted there's a 57% increase in global hiring in asia itself. by global hiring, we mean businesses hiring everywhere and looking for talent anywhere. so we've seen lay—offs, as you'vejust mentioned, growing at the beginning of the year. but we've also seen a decline as the year goes by from 2010, from january 2023

so these really are actually using big tech, american big tech, corporate software to predict targets and put the probability that the target is where they think that, that the, that they will um, you know, engage and in a sort of a violent act. right? so basically, the way this is working is corporate, american, big tech is actually aligned with many of these really military's actions. and these particular ways. and the fact that a systems are being used indicates that there is a lack of regard. the body is really states and the idea and obviously connected to this uh, big tech companies in the false positives meaning that they know and everybody knows these, the systems will make mistakes, right? so that there will be wrongful death and wrongful assassinations. as we've seen with so many civilian people. yeah. in gaza, they're basically complicit in such in the sense that they, they, they are signing contracts with the state rama. so do we know then if the google and to a netflix and amazon that's setting this kind of technology to other countries or many trays and once they sell it

tech is trading at 26.5 times forward pe with the magnificent seven and tech names are oused 24 times with forward pe s&p at 20 times forward pe is that too rich for the companies and exposure to a.i. and strong earnings in your mind >> first of all, you have stronger than average balance sheets when you compare these to many of the large cap consumer stapl names, these are cash catalysts with the buyback stocks. we have seen meta in january and alphabet follow suit last week and starting to introduce the dividend also, i would note that over the last quarter, we expect to see that again this quarter is focusing on margin opportunity we think the structuring efforts that were made last year would be a better than operating margin for these companies >> i want to hit on the two earnings coming up let's start with apple concerns about china weakness. what are your overall expectations >> we are a long-term investor apple is a wonderful company they led in the past with the waves from the mac and mobile internet they are never first and they do tend to be lagging i think this quarter, ge

and i'm not here to defend the tech companies. i am here to tell you that i've been doing this for a long time. and i can tell you that if you ignore the criminal activity that is fueling the suicide rates. and by the way, this whole discussion of mental health has a lot to do with a lot of things and not technology. and by the way, i haven't heard anybody talk about the positive things that technology does for kids right this minute. >> i do want to get there , actually. maureen: then let's get there because it is an important part of the conversation. >> if you look around the past year, we've had these heated debates in many states around book bans and other types of content, where, you know, we are seeing state legislators substituting their view about what content is appropriate and what content is not. and even though the legislation says they're not, you know, trying to focus on any specific content, just think about the last year we saw and what that hearing would look like, if a law like cosa was on the books, every ceo w

big tech platforms wouldn't take ads for it. so it was censored in every possible way. it got no reviews at all. total media blackout because it was labeled as misinformation, which by the definition that was prevalent then, which was anything that contradict did statements by dr. fauci were pese misinformation. he represented science. and that was that was where where, you know, the government position had had gotten to. so a book that contradicted him even just by the title. so you didn't have to read any of it to decide that. and the title itself was misinformation because it said that a government official might be saying things that were untrue or incomplete or needed further research. tony lyons, is it fair to say that you published conservative books? i know you just bought regnery and another conservative publisher as well. yeah. so, you know, we we publish books across the political spectrum. we have many books coming out this this year that are, you know, really solidly can conservative books. we have pro-trump books, but we also have anti-trump books coming o

the tech giants, the apples and microsofts and google and meta and amazon, they're tech/media companiesg all the traditional media companies. think about paramount in terms of market cap. paramount's market cap is 350 times smaller than apple's, and so it's desperation time. however, think about this. what all of those tech giants have the traditional media companies don't have is technology, specifically a.i. well, you think about david ellison, what access to technology does he have? oh, yeah, later by ellison who will be an investor under this plan if it goes through. larry ellison and oracle can deliver the a.i. and tech capability to at least get mare mount in the game and perhaps place it in a different category. as i think about the logic behind this sort of a deal, that's one of the things that jumps out i don't think has gotten a lot of attention yet because that's about the only thing that they could do to really change their fortunes in a significant way. obviously, sell off linear assets, cable networks and the traditional broadcast network, sure. focus on streaming, yes. th

stateside last week, tech was down 1.7%. a lot of the tech companies are due to report this week. with the u.s. performance in mind, let's show you futures. they they are suggesting a positive trade this week. nasdaq was down 5.5% for the week last week as i mentioned with a lot of changes with the expectations for the tech sector. the dow, on the other hand, ended the week down. it was a bit of a weaker performance compared to the other indices. frank. >>> i'll stay with that theme. this week is set to bring two data points as investors assess the fed's possible future rate path. thursday is the first reading of q1 gdp which is expected to slide 2.4% on the year from the increase from the previous quarter. we get the inflation gauge, pce, is showing sticky price pressures. the french governor says tensions in the middle east are not threatening the progress to the 2% inflation target. speaking with the newspaper, viv villeroy said the june rate cut is on pace. he said it would take a significant shock to stop the ecb cutting rates at the next meeting. >> i said bearing a major su

chinese tech is doing well. divergence between the csi and the hang seng as one bank upgrades its call for chinese stocks. haslinda: it is from a low base. ubs analysts have upgraded china and hong kong to overweight. cutting taiwan and korea stocks to neutral, let's dig deeper with our equities reporter. take us through the reasoning behind the move? guest: the key reason behind upgrading is resilient earnings. msci china is trading at nine times. you look at the estimates there is better than the growth s&p is supposed to get. 14 or 15%. if you go back to the data and look at earnings revisions, estimates are up by 12%, the first month to see earnings upgrades and that sets it up for the biggest monthly upgrade since november. so there is a fundamental reason or hope that backing ubs is showing up in consensus numbers. other reasons include shareholder returns, signs of pick up on consumption side in hopes that savings will flow into consumption and markets. this all has been funded by taiwan, tech heavy marke

and the push to regulate tech companies in artificial intelligence. kkr's path to a trillion dollars, bloomberg tv's lisa abramowicz it's down with the co-ceos of kkr and we will bring of their occlusive conversation -- there are schools of conversation later this hour. . ♪ katie: welcome to bloomberg markets. looking at stock markets on this morning, you can see is pretty quiet. the s&p 500 is unchanged, big tech is trying to stay green and the nasdaq is currently up about 0.3%. we did have ppi coming in hot but a downside surprise relative to expectations. that's giving a little bit of relief to the bond market. the 10 year yield is higher but only to the tune of about two basis points. that's relatively quiet relative to what we've seen earlier this week. all eyes are on ai and -- and amazon's annual letter. they say the cloud infrastructure will become an essential part of the ai move. they are optimistic that much of the world changing ai will be built on top of aws. we have more details. it makes sense that they would want that to happen. >> one

tech tech's responsible for making the market go higher that's my takeaway. >> much more concerned abouthan i am meta here, i'd be looking for entry point continuing the theme from earlier. you know, apple does not want more attention brought on the app store, that is a direct assault on the service essentially they're saying the reason why it deserves a premium multiple that would be a trade i'd look at short term. >> microsoft, meta and alphabet reporting next week and microsoft underperforming. could earnings change the story for the stock? let's bring back the chart master carter braxton worth and mike khouw for good old fashioned old school "options action." carter, kick is off with the charts. >> this is a big and prominent name that matters to all, perhaps not widely as apple, but number two, sure hi, and bigger market cap now so here's a chart, we have three, with the 150-day moving average, that october selloff was a 15%er, and i think we're headed down there again. so take a look at the next iteration. and, what you'll see here is, we dropped 15.6%, we touched the 150-day to th

and then your work it courageous early takes on big tech or some of the tech giants are calling attention to some of the harms in their facial recognition systems. some of the companies lashed out at you and some did come to your defense like dr. timnit gebru, someone that we also all adore and love and shout out, shout out. tell me. but others were fearful to come to your defense, as were some of the academic labs, because they feared it would impact their ability to, get funding or to get a job. so as a student pioneer green, in this research, how did you navigate and in your opinion has the sentiment shifted or the fears over career repercussions still hinder open? discussions about ethics? this is such a great question, will say now that i lead an organization i have more for administration right and keeping things funded and all of that at the time as a grad student i felt that timnit gebru, deborah raji and i, we were really sticking our necks out and i couldn't understand why more scholars and weren't speaking up as much until i started to follow the money trails. so many of these