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Nov 6, 2021
11/21
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BLOOMBERG
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david: when you sold the company to microsoft, you went on the board of microsoft. let me ask you about that. microsoft was a technology company that came out of nowhere, became a dominant software company. many people thought it would go south as it was getting older and older, but transformed itself when satya nadella became the ceo. were you shocked and surprised at how the company has become one of the most valuable companies in the world again? reid: no. for a number of reasons. microsoft has always had an enormous amount of talent throughout the whole company. the technology depth at microsoft has actually created a whole range of products not just on the commercial side, but also microsoft research. so there is always this raw amount of talent. obviously, having some key franchises like office and windows and being willing to be bold in the creation of xbox and the gaming franchise. now, that being said, the thing that satya brought back with vigor to the company was a focus on earning the ability to build the next generation of products, starting with azure,
david: when you sold the company to microsoft, you went on the board of microsoft. let me ask you about that. microsoft was a technology company that came out of nowhere, became a dominant software company. many people thought it would go south as it was getting older and older, but transformed itself when satya nadella became the ceo. were you shocked and surprised at how the company has become one of the most valuable companies in the world again? reid: no. for a number of reasons. microsoft...
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Nov 17, 2021
11/21
by
CNBC
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i don't know where that ended up on the day and microsoft. i'm comfortable owning those i don't know if they are overvalued or undervalued by a lot, but over time i think they will create value. if i thought microsoft was expensive, then i would have to figure out when do i get out and when do i get in and then you have to pay the taxes in between. i can't see that i am going to hang on and see if they continue to grow value, and i think they will. they have done an extraordinary job. >> what say you or what would you do >> i think you have to look at the prevailing trend and figure out what is going to happen over the next couple months rather than one day i see the evolution of the growth scare is over from the narrative of the third quarter small caps are breaking out in particular looking down the list you see good momentum in those areas of the market that's not to say some of these quality growth names can't do well i think they can i think the market is looking towards some of the things i see. i saw containers were down 30% auto chip
i don't know where that ended up on the day and microsoft. i'm comfortable owning those i don't know if they are overvalued or undervalued by a lot, but over time i think they will create value. if i thought microsoft was expensive, then i would have to figure out when do i get out and when do i get in and then you have to pay the taxes in between. i can't see that i am going to hang on and see if they continue to grow value, and i think they will. they have done an extraordinary job. >>...
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7.0
Nov 3, 2021
11/21
by
BLOOMBERG
tv
eye 7
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microsoft unveils its version of virtual worlds for business. my exclusive conversation with ceo satya nadella about how microsoft is building its own path to the future. now that andy jaffe ascended the throne at amazon, adam's allete ski says he is getting started as ceo of amazon web services. where it is always day one. a sneak peek of my upcoming bloomberg studio 1.0 sit down later this hour. and, meta-platforms. yes, the company formally known as facebook will shutdown the use of facial recognition technology on the facebook network. this is the same tech that alerts users when photos they are in are uploaded, enabling them to tag themselves. does it signal a new stance for the newly named company on privacy? we will discuss. all that in a moment. first let's get a look at the markets. the relentless rally of stocks pushing major u.s. benchmarks to their all-time highs, with investors bracing for a key decision from the fed. our ed ludlow is joining us now with more. what role with -- will tech play today? ed: tech is the better performing
microsoft unveils its version of virtual worlds for business. my exclusive conversation with ceo satya nadella about how microsoft is building its own path to the future. now that andy jaffe ascended the throne at amazon, adam's allete ski says he is getting started as ceo of amazon web services. where it is always day one. a sneak peek of my upcoming bloomberg studio 1.0 sit down later this hour. and, meta-platforms. yes, the company formally known as facebook will shutdown the use of facial...
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good job, microsoft security and microsoft divide and people even more by having them call out their race, gender pronouns and hair color in their intros. how stupid is this? how about deaf and blind people? how is microsoft helping them to know this crucial information? how by, people in a coma is a mess taking these steps needed. so they can know the race of the speakers and the fact that they're sorry for having stolen the land. how dogs included to try typing in your gender preferred pronounce race, hair color clothes. you're wearing and maybe it will work. oh and 1st don't forget to acknowledge who stole your land from. microsoft stood by the initiative, despite allegations that declaring race, ethnicity, and gender could actually prove divisive. as the company says, it's done on a voluntary basis to let visually impaired people know who's attending or presenting at an event. journalist and commentator chadwick moore believes that such measures essentially segregate people. and he says microsoft caving in to a woke agenda pushed by the democrats empower it does seem that they're
good job, microsoft security and microsoft divide and people even more by having them call out their race, gender pronouns and hair color in their intros. how stupid is this? how about deaf and blind people? how is microsoft helping them to know this crucial information? how by, people in a coma is a mess taking these steps needed. so they can know the race of the speakers and the fact that they're sorry for having stolen the land. how dogs included to try typing in your gender preferred...
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Nov 2, 2021
11/21
by
BLOOMBERG
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eye 29
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you mentioned other companies, amazon, google, microsoft. amazon was selling their technology to law enforcement, which created issues. they paused that a few years ago. i think this is a way for facebook -- meta-, to put pressure on others in the industry, probably try to get ahead of potential regulation. we have seen lawmakers in the usa, we need laws, we need rules around how this technology works. this is facebook getting out of the game on the earlier side so that when there are these laws, when there are rules that come about, they are not necessarily reacting in the same ways their competitors will have to. emily: the company says they will delete one billion facial templates. how can we be sure that that information will actually be deleted? >> it's a great question and i tweeted about this story, and all the replies were essentially, ok, sure thing, facebook. it goes to show you how little faith there is that the company that will make a big public announcement like this will follow through. we will have to expect them to essential
you mentioned other companies, amazon, google, microsoft. amazon was selling their technology to law enforcement, which created issues. they paused that a few years ago. i think this is a way for facebook -- meta-, to put pressure on others in the industry, probably try to get ahead of potential regulation. we have seen lawmakers in the usa, we need laws, we need rules around how this technology works. this is facebook getting out of the game on the earlier side so that when there are these...
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Nov 23, 2021
11/21
by
CNBC
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so microsoft is investing heavily. they said before they plan on going after zoom with all they have and eating their lunch. so zoom, i would not -- i'm in the camp that rallies had to be sold versus buying the dips. i think this story has done a complete 180 and there's no growth and the valuation's probably still too steep, the stock down another 8% today. >> i guess the hope there would be there is going to be this model, this hybrid model for a while, if you go down south a lot of people in the office, but in the northeast a lot of people pushing back will there be a market longer term for zoom in it's not going to be what it is but we're not going to delete the app off our phones or computers, it's going to be a hybrid situation where video communications have a role. >> exactly 100% but i think the difference is, as you said, and in fairness to zoom, i think the last quarter was better than many expected. but with smaller customers being a top piece of the revenue pie that's going to lead to a volatile metric. yo
so microsoft is investing heavily. they said before they plan on going after zoom with all they have and eating their lunch. so zoom, i would not -- i'm in the camp that rallies had to be sold versus buying the dips. i think this story has done a complete 180 and there's no growth and the valuation's probably still too steep, the stock down another 8% today. >> i guess the hope there would be there is going to be this model, this hybrid model for a while, if you go down south a lot of...
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Nov 2, 2021
11/21
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CNBC
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okay like microsoft at 34 times which i own. i'm not sure what your point is. >> no, no, no. so you -- you're okay with the high valuation stock as long as it's growing earnings which is my premise stocks that are growing earnings fasterthan the market should trade at a higher valuation so you don't seem to have a problem with valuation with tmo, and i don't either, by the way the stock looks amazing, but i think you and i agree, actually, on this concept more than you think we do. >> i think that's probably right. let me concede that point that we do agree more than we concede. there's something in the way you and i interact which sometimes has a friction to it, josh, for which i feel bad, however, i will point out back to the top, i still own google at 26 times forward earnings and at the same time i own gm and here's another point of agreement you own it, too, at eight times forward earnings it has a lot to do with the growth rate, but i think where you and i disagree and i think this is important is i think you believe more than i do that the market gets priced right i st
okay like microsoft at 34 times which i own. i'm not sure what your point is. >> no, no, no. so you -- you're okay with the high valuation stock as long as it's growing earnings which is my premise stocks that are growing earnings fasterthan the market should trade at a higher valuation so you don't seem to have a problem with valuation with tmo, and i don't either, by the way the stock looks amazing, but i think you and i agree, actually, on this concept more than you think we do....
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Nov 30, 2021
11/21
by
CNBC
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is that a positive sign for microsoft? >> microsoft has been a great performer. it's not exhibiting the same characteristics that apple is. i would rather be in microsoft than the s&p i would rather be in microsoft than broker dealers or other cyclical stocks showing real distribution if one had to choose between apple and microsoft, by my work, apple is the winner. >> carter, thank you would you make the same choice, karen? >> well, i have them both. i don't know i guess not then i have them both i keep them both i think they're both great it's not a terrific answer, but that's my book. >> i guess it's like asking which child you love more. >> exactly i do have a favorite >> dan, will ask you >> just kidding. >> i think the more interesting question -- carter said he would rather own microsoft than the s&p 500. i would rather own the s&p 500 for a lot of what we have been talking about is the poor breadth. we have a lot of stocks that have been marked down. there was a stat about how many stocks -- more than 50% of the s&p 500 are down more than 10% from their r
is that a positive sign for microsoft? >> microsoft has been a great performer. it's not exhibiting the same characteristics that apple is. i would rather be in microsoft than the s&p i would rather be in microsoft than broker dealers or other cyclical stocks showing real distribution if one had to choose between apple and microsoft, by my work, apple is the winner. >> carter, thank you would you make the same choice, karen? >> well, i have them both. i don't know i guess...
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Nov 19, 2021
11/21
by
CNBC
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we have been a long-term holder of microsoft but our view is that microsoft is a top choice when companies are consolidating. i get they have a lot of smaller companies, but that has been declining in terms of growth rate it has been decelerating so they need to go up market so from the technicality, if you are trading zoom itself, shares are down 26% since second quarter print. i wouldn't be going against anybody long here. i would say stay neutral if you are trading zoom because there is a risk of a short squeeze, but i am most interested in learning about microsoft from the zoom call. >> guy, what are you setting your table with? >> dutton. dollar tree had a big move to the upside prior they report next week. i am watching to see if their earnings release will hold up and keep the stock at these levels i think it will be fascinating to see and then i will go downstream. i don't want to give away my final trade. >> good one. dan? >> best buy is interesting to me the stock is valued at about 35%. it feels like it's in a straight line expectations are pretty high what they have to say abou
we have been a long-term holder of microsoft but our view is that microsoft is a top choice when companies are consolidating. i get they have a lot of smaller companies, but that has been declining in terms of growth rate it has been decelerating so they need to go up market so from the technicality, if you are trading zoom itself, shares are down 26% since second quarter print. i wouldn't be going against anybody long here. i would say stay neutral if you are trading zoom because there is a...
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90
Nov 10, 2021
11/21
by
FOXNEWSW
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this was from microsoft interna parrot. >> hello, and welcome to microsoft ignite. we've got a big day ahead, and lots in store for you. first, we want to acknowledge that the land where the microsoft campus is situated wa traditionally occupied and othe coast peoples since time immemorial. >> really? have you paid royalties to them for building your stupid campus on their land? probably not frayed you think mentioning their name get you out of the obligation? i don't think so microsoft, we will talk to you later. onto the rest of the video. to got weirder than that. >> i have a conclusion woman with. >> i'm a conch asian man with a blackbeard. >> i'm a white woman with short brown hair wearing and naval an floral browse and dark jeans frisky guy wearing a burgundy shirt and some blue jeans ricky i'm a white man wearing a polo shirt, blue jeans, and glasses break again i'm black woman wit light black in. >> i will describe what i look like to help those who have low vision or may not otherwise see me. them a white woman with dark brown hair, wearing a hot pink sweat
this was from microsoft interna parrot. >> hello, and welcome to microsoft ignite. we've got a big day ahead, and lots in store for you. first, we want to acknowledge that the land where the microsoft campus is situated wa traditionally occupied and othe coast peoples since time immemorial. >> really? have you paid royalties to them for building your stupid campus on their land? probably not frayed you think mentioning their name get you out of the obligation? i don't think so...
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3.0
Nov 10, 2021
11/21
by
CNBC
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were already partnered on microsoft azure, onedrive and microsoft office and it sounds like they're going to continue building these partnerships as they expand into the metaverse what else, john, i know you're a skeptic. >> anybody else forget that facebook workplace was a thing i think they got 7 million paid subs while microsoft teams has around 150 million is this capitulation when i see, i don't know, we'll see how quickly they can grow from 7 to more than 10 and maybe upwards into 20. >> john was on your page, john, when it came to the use of the word metaverse. >> a lot of marketing dollars behind metaverse a lot of marketing dollars >>> check out shares if palantir downgrading the company to sell after revenue growth slowed those shares down5% today. but it's a stock that is down 40% since february still up, though, 150% since its ipo a year ago more "techcheck" is straight ahead. stay with us you're a one-man stitchwork master. but your staffing plan needs to go up a size. you need to hire. i need indeed. indeed you do. indeed instant match instantly delivers quality candid
were already partnered on microsoft azure, onedrive and microsoft office and it sounds like they're going to continue building these partnerships as they expand into the metaverse what else, john, i know you're a skeptic. >> anybody else forget that facebook workplace was a thing i think they got 7 million paid subs while microsoft teams has around 150 million is this capitulation when i see, i don't know, we'll see how quickly they can grow from 7 to more than 10 and maybe upwards into...
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Nov 23, 2021
11/21
by
CNBC
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it's not going to come out of microsoft or nvidia. so it's the names people know. do you think what people want to rotate into value they're really juiced up getting into a dow, a d-o-w, or some of the names i'm long they don't know those names. people go back to what they know, what they're excited about. i think it's the end of the game for the high valued stocks that everyone just found out about. >> i don't want to pick on kathy wood over at arc but throw that one in because it has been a rough ride. they are symbolic of that retail trade and what was amazing about that report -- and we ever highlight reports to this extend but, pete, it is still heavy in this market. they're still in there when it comes to daily active traits, to call option, and that tells me they are suffering, weathering, you used word from this pullback, whatever we're seeing from the past month or so. >> yeah, i find it interesting because i wondered when the time would come we started to go after the high multiple stocks it's a combination of a lot of different things going through this
it's not going to come out of microsoft or nvidia. so it's the names people know. do you think what people want to rotate into value they're really juiced up getting into a dow, a d-o-w, or some of the names i'm long they don't know those names. people go back to what they know, what they're excited about. i think it's the end of the game for the high valued stocks that everyone just found out about. >> i don't want to pick on kathy wood over at arc but throw that one in because it has...
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Nov 10, 2021
11/21
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FOXNEWSW
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movement apparently this is from microsoft internal. >> hello and welcome to microsoft ignite. we've got a big day ahead and that lots store. first, we want to acknowledge that the land or the microsoft situation wasn't traditionally occupied by that's an image the dula measure the snoqualmie the suquamish the muckleshoot the snohomish of the two layla and other coast of lucia people since time in memorial. >> really? have you paid royalties to the muckleshoot people rebuilding her stupid campus on their land? probably not. we think of achieving their nam gets you out of the obligation. i don't think so but onto the rest of the video a got weirder than that i'll make occasion woman long blonde hair pick ove he have i'm a white woman with short brown hair wearing a navy and floral blouse and dark jean i'm a tall hispanic well wearin a burgundy shirt and bluejeans'. a white man wearingwh a polo sh blue jeans and glasses. >> of a black woman with light brown skin rocking curly hair today in redshirt and black jacket. i'm an asian white female with dark brown hair wearing a red sle
movement apparently this is from microsoft internal. >> hello and welcome to microsoft ignite. we've got a big day ahead and that lots store. first, we want to acknowledge that the land or the microsoft situation wasn't traditionally occupied by that's an image the dula measure the snoqualmie the suquamish the muckleshoot the snohomish of the two layla and other coast of lucia people since time in memorial. >> really? have you paid royalties to the muckleshoot people rebuilding her...
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8.0
Nov 7, 2021
11/21
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BBCNEWS
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microsoft announced sd avatars will come to microsoft teams next year so you don't have to get out of bed or do your hair before a video call. and the game streaming site twitch announced it was branching out with a new section for animal and aquarium live streams. so if you're more into rabbits than rapids or prefer otters to 0verwatch or fish to fortnight, then they got you covered. now, when it comes to reducing our emissions, keeping heat from escaping our homes is really important. and paul carter has something particularly warming to show us. paul. thanks, lara. yes, home insulation is certainly a hot topic at the moment and rising energy bills are also making headlines. but of course, click wouldn't be click if we didn't have a robot that might be able to help with that. this is q—bot and dana from q—bot is here with me. thanks forjoining us. thanks for having me. first, what is q-bot what does it do? this is q-bot. what we do is we create intelligent tools which retrofit sustainable solutions in the construction industry. so this is boudicca. oh, my goodness. so boudicca i
microsoft announced sd avatars will come to microsoft teams next year so you don't have to get out of bed or do your hair before a video call. and the game streaming site twitch announced it was branching out with a new section for animal and aquarium live streams. so if you're more into rabbits than rapids or prefer otters to 0verwatch or fish to fortnight, then they got you covered. now, when it comes to reducing our emissions, keeping heat from escaping our homes is really important. and...
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15
Nov 25, 2021
11/21
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CNNW
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>> he's worked at microsoft since the company started gaming 20 years ago. at the time, people were skeptical xbox could compete in an industry dominated by sony. now with games like hilo the concept brings in billions of dollars every year for microsoft. >> 3 billion people play video games on the planet. most are playing on devices they already own that they might use for other phone calls, tablets, whatever. at microsoft we are putting the player at the center and allowing somebody to play all the games, connect to all the community they want to connect to, regardless of what device they want to play on. we're using the power of the cloud to deliver xbox games that run on consoles but also run on the cloud and come to players anywhere. that is for us our long term vision is allowing anybody -- when everybody plays, we all win. >> all right. come on. oh, no. going backwards. just push. >> i have faith in you. you're going to catch up. >> reporter: this is called ritual humiliation. how long do they take to create these things? >> big triple-a games. three,
>> he's worked at microsoft since the company started gaming 20 years ago. at the time, people were skeptical xbox could compete in an industry dominated by sony. now with games like hilo the concept brings in billions of dollars every year for microsoft. >> 3 billion people play video games on the planet. most are playing on devices they already own that they might use for other phone calls, tablets, whatever. at microsoft we are putting the player at the center and allowing...
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25
Nov 19, 2021
11/21
by
FBC
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amazon, microsoft, google and even oracle to bid the $10 billion just icon, to microsoft under the trump administration is amazon sued, politically motivated with trump upset at washington post coverage with jeff bezos, the pentagon canceling the deal, starting all over again and this time the entire contract could go to more than one cloud provider, not just microsoft or amazon but all four in different parcels. stuart: the bottom line is amazon is not at the record high, microsoft is. and apple is. good stuff indeed for big tech. the first country, austria, first country in europe to make vaccines mandatory for all residents over the age of 12, got to get the jab in austria. austria begins its fourth lockdown next weekend germany's health minister says they won't rule out lockdown the the. rick grenell is former us ambassador to germany and joined me now. these chronic lockdowns over there, forcing people to get vaccinated, i don't think you can do that in the united states. what's the difference from here to there? >> there is a difference between austria and germany. i don't think it
amazon, microsoft, google and even oracle to bid the $10 billion just icon, to microsoft under the trump administration is amazon sued, politically motivated with trump upset at washington post coverage with jeff bezos, the pentagon canceling the deal, starting all over again and this time the entire contract could go to more than one cloud provider, not just microsoft or amazon but all four in different parcels. stuart: the bottom line is amazon is not at the record high, microsoft is. and...
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22
Nov 16, 2021
11/21
by
CNBC
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microsoft's up 51.5% year to date and microsoft is the outperformer of the group, josh, at 69.5% rather than try to read into the minds of these big, famous investors, just what about the idea, as you view the market, josh, these stocks have gone up a lot this year. they've been the place to be in large respect. is it time to re-think these things when you look at a horizon where you see rates moving higher? >> so i don't -- i guess i don't look at it as a rates play up or down to own the best companies in the world, and i understand why you would see some money out of amazon and if you're running a hedge fund comp theetitively it's a lot of pressure in a large position in a mega-cap stock going nowhere. most people don't feel that pressure because they're not playing the same game. they shouldn't be reacting to filings of 45 days ago as though there is some requirement that they play along. a really great example of why this isn't important we would all agree that one of carl icahn's greatest trades of his whole career is apple. he correctly identified it was a way undervalued, mispric
microsoft's up 51.5% year to date and microsoft is the outperformer of the group, josh, at 69.5% rather than try to read into the minds of these big, famous investors, just what about the idea, as you view the market, josh, these stocks have gone up a lot this year. they've been the place to be in large respect. is it time to re-think these things when you look at a horizon where you see rates moving higher? >> so i don't -- i guess i don't look at it as a rates play up or down to own the...
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8.0
Nov 8, 2021
11/21
by
BLOOMBERG
tv
eye 8
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tesla, apple, amazon in the red, microsoft and others in the green. when that happens, you see the market play a tug-of-war. what didn't was cryptocurrencies, up 7.8%. that is where you saw the bit in the stock market. marathon digitals, microstrategy's outperforming. let me show you a chart about big tech because the $2 trillion club made some news. alphabet almost closing, hitting $2 trillion, then closing at $1.98 trillion, almost nearing apple and microsoft in the benchmark, something to watch in the days ahead maybe. maybe alphabet will close above but mark. let's take a look at tech subsectors. a flat day from the indexes but semiconductors and the golden dragon insect -- index, very tech heavy, those outperformed. let's get to the breaking news earnings stories after the bell. let's go to ed ludlow. >> robinhood down around 3%, disclosed security breach. 5 million customer emails accessed, two million customers full names accessed, no access to credit card numbers or account numbers or social security numbers but that is worrying for robinhood.
tesla, apple, amazon in the red, microsoft and others in the green. when that happens, you see the market play a tug-of-war. what didn't was cryptocurrencies, up 7.8%. that is where you saw the bit in the stock market. marathon digitals, microstrategy's outperforming. let me show you a chart about big tech because the $2 trillion club made some news. alphabet almost closing, hitting $2 trillion, then closing at $1.98 trillion, almost nearing apple and microsoft in the benchmark, something to...
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9.0
Nov 23, 2021
11/21
by
CNBC
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that big tech is still underowned as you suggest it's over owned and she said it's not that apple, microsoft and amazon's active portfolio weights are one to two points below the s&p 500 waiting indicating shares are still under owned. >> right >> so, i don't know what you do with that, but this seems to be a very interesting piece of research not to mention the fact that it's almost like you can't discuss apple and microsoft in the same way that you talk about other tech stocks because yes, there are valuations from a historical standpoint may be higher or the highest that they've ever been. they're still deemed by some to be cheap, if not value stocks and at the same time, defensive, and that's why money's going continue to go there >> well, you have to say free cash flow. >> microsoft is 6.4% of the s&p 500 and that's a big, big weighting. >> apple say 6% weighting and i still own a lot of apple, but i'm not going to be overweight i don't think that's a prudent thing to do as a portfolio manager. i don't want to become a faang portfolio. that's just not my style, so yes, i agree that they
that big tech is still underowned as you suggest it's over owned and she said it's not that apple, microsoft and amazon's active portfolio weights are one to two points below the s&p 500 waiting indicating shares are still under owned. >> right >> so, i don't know what you do with that, but this seems to be a very interesting piece of research not to mention the fact that it's almost like you can't discuss apple and microsoft in the same way that you talk about other tech stocks...
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26
Nov 18, 2021
11/21
by
FBC
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given the choice you're still the microsoft pick, right? >> still like microsoft. we do own apple in some of our portfolios. the challenge with both of those names are relative weights to the index. for us we have risk controls. we're not going enat index weights for either of those but we hold both in other portfolios. liz: j&j, caterpillar, crown castle. we have just under 40 seconds left here. we're about to see new records again. how long does this bull market continue? >> it has been really impressive. lots of things helping to do that. negative real rates. you have really positive earnings reports coming out this quarter. big wall of cash on the sidelines. looks like we'll still be in a accommodative position from a monetary standpoint. fiscal looks like kicking in additional dollars. could have support for the market head into next year. liz: you're making money for your clients. 24 billion in assets under management. thanks a lot. folks, i will say too close to call for the s&p. nasdaq will close at an all time record high at the moment. we're so glad you j
given the choice you're still the microsoft pick, right? >> still like microsoft. we do own apple in some of our portfolios. the challenge with both of those names are relative weights to the index. for us we have risk controls. we're not going enat index weights for either of those but we hold both in other portfolios. liz: j&j, caterpillar, crown castle. we have just under 40 seconds left here. we're about to see new records again. how long does this bull market continue? >>...
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27
Nov 8, 2021
11/21
by
CNBC
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eye 27
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microsoft surface devices, orchestrated by cdw. they adapt to each user and deliver multi-layered security, so your workforce gets seamless experiences wherever they roam. for devices that fit your unique workforce, trust microsoft surface and it orchestration by cdw. people who get it. esg is responsible investing. trust microsoft surface who's responsible for building esg into your investments? at pgim, the pursuit is on for outperformance. as active investors, to outdeliver with customized strategies, integrating esg best practices into our investment decisions. as asset managers and fiduciaries, to outserve, with our commitment to better esg outcomes. join the pursuit of outperformance at pgim. the investment management business of prudential. >>> i'm bob pisani if bitcoin is digital gold, why isn't gold like a physical bitcoin? let's talk with two of the world's great gold authorities george oversees the spydr gold shares will ryan is the founder of granite shares george, it's often said gold is a hedge against inflation, but
microsoft surface devices, orchestrated by cdw. they adapt to each user and deliver multi-layered security, so your workforce gets seamless experiences wherever they roam. for devices that fit your unique workforce, trust microsoft surface and it orchestration by cdw. people who get it. esg is responsible investing. trust microsoft surface who's responsible for building esg into your investments? at pgim, the pursuit is on for outperformance. as active investors, to outdeliver with customized...
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0.0
Nov 1, 2021
11/21
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CNBC
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but microsoft overtook apple in market cap which kind of happens every once in a while. one might argue arguably on the strength of its enterprise software and cloud business and, of course, we also had last week report such strong growth and that's a software enterprise collaboration and dev ops company. when you're moving bits and not atoms you don't have the same. >> it's a virtual chain. no physical chain to deal with john, you and i both watched this the market has been seeing this play out for a while now one of the reasons why you've seen a lot of the enterprise technology names really outperform some of the key parts of the hardware market not that investors have been kind of ignoring it. they have been the exact opposite they have been pouring money into many parts of those markets and they've been doing so especially in the mega cap-type names. the ones that provide the most safety cushion or perceived safety versus some of the smaller names out there. so, yes, enterprise software is key, but size is also a big part of that trade so far it has been those mega c
but microsoft overtook apple in market cap which kind of happens every once in a while. one might argue arguably on the strength of its enterprise software and cloud business and, of course, we also had last week report such strong growth and that's a software enterprise collaboration and dev ops company. when you're moving bits and not atoms you don't have the same. >> it's a virtual chain. no physical chain to deal with john, you and i both watched this the market has been seeing this...
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3.0
Nov 8, 2021
11/21
by
BLOOMBERG
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matt: he may not have guessed microsoft would be worth $2.5 trillion so soon. dave wilson there, our chief stocks editor. we are going to talk a little bit about brexit. jonathan: no, i am going to be done on that. i hate marking to market the wealth of these guys. by all means, you take the other side of that. the director of research of bloomberg intelligence. looking at things right now, this bill they have put out, reducing hospitalizations and debts and high list patients by -- high-risk patients, sam fazeli, the numbers look great. is it a game changer? sam: it can be, and thank for having me back on. it has been a while since i saw you. there are certain considerations here. let's not take away the fact that this was a great result. the issue is you have to be tested and then get treated within the first five days of being positive. the way pcr tests are today, the cost it has in some countries, that may be an issue, but it was also an issue for the merck drug. but still, even if it comes down to 60% or 50%, that is a great result. lisa: one of the reaso
matt: he may not have guessed microsoft would be worth $2.5 trillion so soon. dave wilson there, our chief stocks editor. we are going to talk a little bit about brexit. jonathan: no, i am going to be done on that. i hate marking to market the wealth of these guys. by all means, you take the other side of that. the director of research of bloomberg intelligence. looking at things right now, this bill they have put out, reducing hospitalizations and debts and high list patients by -- high-risk...
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24
Nov 18, 2021
11/21
by
KQED
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on those grounds, winner challenged microsoft's denial in 2017. she was invited to re-interview, and this time, got the job. >> i was so excited. all of that devastation and the hurt and the sadness, gone. [laughs] i was just ecstatic. i remember the recruiter. she says, wow, i have never had a response like this before. [laughter] i say, girl, i have gone through it. i've been going through it. amna: so if this law wasn't on the books and shelley hadn't called you, what would have been her recourse? >> she wouldn't have had any direct recourse. amna: patrick mulligan leads san francisco's office of labor standards enforcement, which implements that fair chance ordinance. >> there is 70 million adult americans that have some sort of arrest oconviction history. the employment is regarded as probably the number one issue regarding recidivism in this country. so i think issues that affect one-third of the adult population are important for everybody. amna: across the country 37 , stat and more than 150 cities and counties have "ban the box" rules tha
on those grounds, winner challenged microsoft's denial in 2017. she was invited to re-interview, and this time, got the job. >> i was so excited. all of that devastation and the hurt and the sadness, gone. [laughs] i was just ecstatic. i remember the recruiter. she says, wow, i have never had a response like this before. [laughter] i say, girl, i have gone through it. i've been going through it. amna: so if this law wasn't on the books and shelley hadn't called you, what would have been...
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1.0
Nov 4, 2021
11/21
by
CNBC
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microsoft is growing about 15% over this time google is at 23. netflix is at 27 amazon is at 28. and facebook, given all the discussion about the metaverse, they've grown revenues compounded at 34%. you can buy both facebook and google at a lower multiple than apple. and don't forget, apple is a massive pandemic beneficiary and so, for them, their iphone revenues over the last five years, fiscal 15 to fiscal 20 were down 11% over five years before you had this pandemic benefit. ipad, mac sales were also down year over year before the pandemic hit so, you know, for me, it's -- we like facebook a lot. we like google a lot they're growing 2 to 3 times faster and buy them at a lower multiple with faster growth rates in the future. and we haven't even gotten into the risks around privacy and what that does to their app store or take rates. >> right, dan. how much weight do you put into the services piece of the apple story? still a relatively small portion of revenue, but if you think that during the pandemic, they were a beneficiary and were able to grow that installed user base, cou
microsoft is growing about 15% over this time google is at 23. netflix is at 27 amazon is at 28. and facebook, given all the discussion about the metaverse, they've grown revenues compounded at 34%. you can buy both facebook and google at a lower multiple than apple. and don't forget, apple is a massive pandemic beneficiary and so, for them, their iphone revenues over the last five years, fiscal 15 to fiscal 20 were down 11% over five years before you had this pandemic benefit. ipad, mac sales...
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10.0
Nov 11, 2021
11/21
by
KNTV
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microsoft teams centers on instantaneous communication between workers. experts say meta stands to benefit from the move as its workplace service is lagging behind with competitors. >>> okay, let's bring in raj mathai. >> we have a lot going on. right now at 5:30, every week it seems to be getting more expensive, gas, groceries and other sameles. >> the outlook is a little more bleak than we thought. by now there was a sense that maybe prices would be coming down or at least stabilizing from here. >> they're not coming down. what president biden is promising to do to tease the strain on americans. >>> plus sobbing on the witness stand. >> there were people there -- >> the reason he says he didn't do anything wrong. >>> they're meant to help with traffic at this intersection, but soon they'll be going away, and the reason may not be what you expect. >> good wednesday, everyone. the news at 5:00 starts right now. >> i'm raj mathai. things seem to be getting more expensive, it is true. we dealing with the highest inflation rate since 1990. today president bi
microsoft teams centers on instantaneous communication between workers. experts say meta stands to benefit from the move as its workplace service is lagging behind with competitors. >>> okay, let's bring in raj mathai. >> we have a lot going on. right now at 5:30, every week it seems to be getting more expensive, gas, groceries and other sameles. >> the outlook is a little more bleak than we thought. by now there was a sense that maybe prices would be coming down or at...
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Nov 12, 2021
11/21
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CNBC
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. >> let's check out google, microsoft and tesla up 40 and 70%. amazon, only 8%. is this left behind stock left for catch-up that is next on "power lunch." your record label is taking off. but so is your sound engineer. you need to hire. i need indeed. indeed you do. indeed instant match instantly delivers quality candidates matching your job description. visit indeed.com/hire ♪ music ♪ ma♪ dream, dream when you'ren. feeling blue ♪ ♪ dream, dream that's the thing to do ♪ ♪ music ♪ when you see value in all directions, you add value in all directions. accenture. let there be change. it's another day. and anything could happen. it could be the day you welcome 1,200 guests and all their devices. or it could be the day there's a cyberthreat. only comcast business' secure network solutions give you the power of sd-wan and advanced security integrated on our activecore platform so you can control your network from anywhere, anytime. it's network management redefined. every day in business is a big day. we'll keep you ready for what's next. comcast busine
. >> let's check out google, microsoft and tesla up 40 and 70%. amazon, only 8%. is this left behind stock left for catch-up that is next on "power lunch." your record label is taking off. but so is your sound engineer. you need to hire. i need indeed. indeed you do. indeed instant match instantly delivers quality candidates matching your job description. visit indeed.com/hire ♪ music ♪ ma♪ dream, dream when you'ren. feeling blue ♪ ♪ dream, dream that's the thing to do...
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4.0
Nov 11, 2021
11/21
by
KSTS
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eye 4
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el trabajo de la matriz de facebook será desarrollarla con los usuarios y microsoft se encargara de la masificacion. >> producto lanzado el martes en nueva zelanda costo dos dólares 99 centavos para quienes tengan android y ois esto incluirá el período y otros. >> ellos solo quieren su regalo no importa si el transporte se tarda >> música >> música >> ahí escuchamos tres talentos unen sus voces. >> también síganos en redes sociales , y en telemundo48.com disponible para androdi apple descárguela ahora >> si usted cree que gasta más de lo usual en compras de mercado, déjeme decirle que no es idea. los expertos dicen que el índice creció 6% en el último año el departamento asegura que el incremento de precios esta siendo afectado por el precio de la gasolina que subió en el último año 12% >>da un poco de miedo. >> para imelda vásquez la búsqueda de regalos para hijo y sobrina no ha sido fácil, ni hablar de la envoltura que llegó buscando a esta tienda, no lo encontró >> los precios están duplicados, se tiene que tomar lo que hay, sino es eso o nada. >> mes y me
el trabajo de la matriz de facebook será desarrollarla con los usuarios y microsoft se encargara de la masificacion. >> producto lanzado el martes en nueva zelanda costo dos dólares 99 centavos para quienes tengan android y ois esto incluirá el período y otros. >> ellos solo quieren su regalo no importa si el transporte se tarda >> música >> música >> ahí escuchamos tres talentos unen sus voces. >> también síganos en redes sociales , y en...
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0.0
Nov 9, 2021
11/21
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CNBC
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absolutely i would think that companies like apple, you know, obviously facebook, obviously microsoft, twitter by the way is probably one company that no one thinks about but they probably know this space better than anyone in terms of what the players want and how to engage that audience because twitter is very much engaged in the block chain ecosystem. when you talk about metaverse, really you're talking about nonfungible tokens you can take with you in game and across metaverses obviously nvidia is big one as well i think twitter is the most underlooked, i suppose, in this space as far as public companies go >> underlooked or underrated i was actually rahul going to mention snap they're developing all of these augmented reality tools and letting users use them right now. they're also capturing, you know, younger generation >> yeah. i mean, sure you know, i just don't know that snap has kind of a clear vision about how this space will work you know, how exactly what is the metaverse, although years ago i think they acquired a company that did glasses they created their snap glasses
absolutely i would think that companies like apple, you know, obviously facebook, obviously microsoft, twitter by the way is probably one company that no one thinks about but they probably know this space better than anyone in terms of what the players want and how to engage that audience because twitter is very much engaged in the block chain ecosystem. when you talk about metaverse, really you're talking about nonfungible tokens you can take with you in game and across metaverses obviously...
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19
Nov 3, 2021
11/21
by
CNBC
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eye 19
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microsoft surface devices, orchestrated by cdw. they adapt to each user and deliver multi-layered security, so your workforce gets seamless experiences wherever they roam. for devices that fit your unique workforce, trust microsoft surface and it orchestration by cdw. people who get it. the best things america makes are the things america makes out here. the history she writes in her clear blue skies. the legends she births on hometown fields. and the future she promises. when we made grand wagoneer, proudly assembled in america, we knew no object would ever rank with the best things in this country. but we believed we could make something worthy of their spirit. my retirement plan with voya keeps me moving forward. but we believed we could make they guide me with achievable steps that give me confidence. this is my granddaughter...she's cute like her grandpa. voya doesn't just help me get to retirement... ...they're with me all the way through it. voya. be confident to and through retirement. i'm 53, but in my mind i'm still 35. t
microsoft surface devices, orchestrated by cdw. they adapt to each user and deliver multi-layered security, so your workforce gets seamless experiences wherever they roam. for devices that fit your unique workforce, trust microsoft surface and it orchestration by cdw. people who get it. the best things america makes are the things america makes out here. the history she writes in her clear blue skies. the legends she births on hometown fields. and the future she promises. when we made grand...
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21
Nov 20, 2021
11/21
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CNBC
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maybe microsoft is these are trading at big multiples. they deserve to do so, though, because their earnings growth justifies them >>> up next, looking back on guy's pick from last time he was on walantir we'll check it out back in two. and that's just basic wavy guy maintenance, right? next up, carvana. oh, boy. carvana just doesn't seem to understand how the test drive works. they give their customers seven days. and if they don't like it, they give 'em their money back. wait, they take the car back? that's crazy! what if it was driven by like a zookeeper? or a mud wrestler? or a guy who's on the outs with the missus and he just needs a place to sleep for seven days? yeah. (vo) buy your car online. love it or return it. with carvana. (music) meet honeywell forge. analytical software that connects assets and people. to deliver a cybersecure record of your entire operation. honeywell forge industrial grade software. it's time for the ultimate sleep number event on the sleep number 360 smart bed. what if i sleep hot? or cold? no problem, t
maybe microsoft is these are trading at big multiples. they deserve to do so, though, because their earnings growth justifies them >>> up next, looking back on guy's pick from last time he was on walantir we'll check it out back in two. and that's just basic wavy guy maintenance, right? next up, carvana. oh, boy. carvana just doesn't seem to understand how the test drive works. they give their customers seven days. and if they don't like it, they give 'em their money back. wait, they...
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Nov 21, 2021
11/21
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CNBC
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maybe microsoft is these are trading at big multiples. they deserve to do so, though, because their earnings growth justifies them >>> up next, looking back on guy's pick from last time he was on palantir we'll check it out it's time for the ultimate sleep number event on the sleep number 360 smart bed. what if i sleep hot? or cold? no problem, the sleep number 360 smart bed is temperature balancing so you both sleep just right. and it senses your movements and automatically adjusts to keep you both effortlessly comfortable. so, you can really promise better sleep? yes! you'll know exactly how well you slept, night after night. we take care of the science. all you have to do is sleep. don't miss our weekend special. save 50% on the new sleep number 360® limited edition smart bed. plus, 0% interest for 24 months and free premium delivery when you add a base. ends monday. (music) meet honeywell forge. analytical software that connects assets and people. to deliver a cybersecure record of your entire operation. honeywell forge industrial gr
maybe microsoft is these are trading at big multiples. they deserve to do so, though, because their earnings growth justifies them >>> up next, looking back on guy's pick from last time he was on palantir we'll check it out it's time for the ultimate sleep number event on the sleep number 360 smart bed. what if i sleep hot? or cold? no problem, the sleep number 360 smart bed is temperature balancing so you both sleep just right. and it senses your movements and automatically adjusts to...
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0.0
Nov 3, 2021
11/21
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CNBC
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stock surging post earnings as activision and zillow plunge later on, microsoft enters the metaverse. netflix launches its games >> we will start, though, with the massive melt up in tech stocks the nasdaq looking to continue its longest winning streak since august of last year. still hovering around the fly line at the moment mike santolli with us looking at whether stocks are too hot this is the question of the moment, mike >> it is i would argue we're in a reheating phase, maybe not yet to an overheating phase but it has been quite a month a munt ago tomorrow that we did bottom and the nasdaq 100 up 10%. a lot are moving even faster this is the five-day chart remember the buzz etf. the social sentiment basket of stocks that are really being talked about a lot online. tesla is top of the list and affirm and a lot of the other ev names apple, as well essentially a lot of those stocks that basically have a lot of carry on social media are running, as are small cap stocks this is important to note. this is the time of year where there is a grab for the riskier parts of the market and i
stock surging post earnings as activision and zillow plunge later on, microsoft enters the metaverse. netflix launches its games >> we will start, though, with the massive melt up in tech stocks the nasdaq looking to continue its longest winning streak since august of last year. still hovering around the fly line at the moment mike santolli with us looking at whether stocks are too hot this is the question of the moment, mike >> it is i would argue we're in a reheating phase, maybe...
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9.0
Nov 30, 2021
11/21
by
KNTV
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eye 9
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and then microsoft. really the best example of what a non-founder can do satya nadal took over microsoft in 2014 and growth at microsoft has been extraordinary from really on the brink of being a has-been to returning that company to a global tech power. dorsey seems to think twitter is ready for that transformation. with someone who knows the company well, but isn't the company's creator. by the way, we've gotten used to a bearded dorsey. i did an interview with a much, much, younger, much more clean-shaven jack dorsey many years ago when twitter was brand new. i posted that interview to my twitter, which seems appropriate. you can find that @scottmcgrew on twitter. >>> okay. you can see scott mcgrew and the morning team every weekday, "today in the bay" 4:30 to 7:00 a.m. on nbc bay area. >>> this is a high-profile week at the supreme court. the justices will hear a direct challenge to roe v. wade. it's coming from mississippi. that state passed a law in 2018 to ban most abortions after 15 weeks of preg
and then microsoft. really the best example of what a non-founder can do satya nadal took over microsoft in 2014 and growth at microsoft has been extraordinary from really on the brink of being a has-been to returning that company to a global tech power. dorsey seems to think twitter is ready for that transformation. with someone who knows the company well, but isn't the company's creator. by the way, we've gotten used to a bearded dorsey. i did an interview with a much, much, younger, much...
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11
Nov 10, 2021
11/21
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FBC
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i'm already partner with facebook and microsoft and we will build on that. liz: this strikes me is not exactly the same thing but when disney bought pixar it was the king of animation then it looked to pixar and said you're really doing it in an amazing way. this is an opportunity for you to grab onto that. we should let our viewers know you ran electronic arts, the gaming giant and that's why you would've known about what for many years. talk to me about the possibility at some point, where you could envision dealing with major motion pictures. now that you have this acquisition at some point. >> a couple of things. disney is a company that has the best entertainment and intellectual property portfolio brand in the world. with pixar they got more the intellectual property. it is the leader of real-time treaty technology globally by a wide margin. now we've acquired tools that bring you a platform the largest audience of creators in the world. from our own respective businesses, this is our pixar were acquiring and intellectual property portfolio that is sta
i'm already partner with facebook and microsoft and we will build on that. liz: this strikes me is not exactly the same thing but when disney bought pixar it was the king of animation then it looked to pixar and said you're really doing it in an amazing way. this is an opportunity for you to grab onto that. we should let our viewers know you ran electronic arts, the gaming giant and that's why you would've known about what for many years. talk to me about the possibility at some point, where...
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stuart: i just find microsoft a fascinating company. they seem to be firing on all cylinders and not doing anything really wrong that i can think of >> and gaming. stuart: with a good public image >> gaming is by the way a huge business and people forget that gaming is a bigger business than all of hollywood combined. stuart: it is. >> isn't that incredible? stuart: it took me a long time to realize that but it's absolutely true. >> titles are worth more than box office hits, yeah. stuart: next one, you know this story. you gotta explain it to me. gaming platform, just restored after three-day outage. susan, what's this about chipotle being to blame? >> yeah, so reports say that the outage for the kid's video game maker goes back to halloween promotion event in partnership with chipotle that apparently crashed the site for three days. that's a big deal when you have close to 50 million daily active users, and oh, by the way, more than 60% of the users are under the age of 16 so they want their game and it's bad timing since it's hallowe
stuart: i just find microsoft a fascinating company. they seem to be firing on all cylinders and not doing anything really wrong that i can think of >> and gaming. stuart: with a good public image >> gaming is by the way a huge business and people forget that gaming is a bigger business than all of hollywood combined. stuart: it is. >> isn't that incredible? stuart: it took me a long time to realize that but it's absolutely true. >> titles are worth more than box office...
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Nov 24, 2021
11/21
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CNBC
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you know, i don't see why you would choose zoom over microsoft. >> microsoft teams a lot of us use it that's a great point microsoft currently trading just down fractionally on the day gina and delano, thank you. >>> seema, thank you very much. >>> up next, boston market calls thanksgiving its super bowl. the company is here to talk food inflation and holiday demand >> announcer: and now, the latest from trading nation.cnbc.com and a word from our sponsor. ♪♪ in boxing or any other business, one day, you're gonna take a hit you didn't see coming. do you stay down? or do you get up? [announcer] and this fight is a long way from over, leonard is coming back. ♪♪ ♪♪ as i observe investors balance risk and reward, i see one element securing portfolios, time after time. gold. your strategic advantage. >>> welcome back, everybody. in case you hadn't noticed, food prices are going up just in time for thanksgiving wheat prices up 13% over the past month highest level in about nine years. that was hit earlier today there you see corn and oats also up sharply that explains why the av
you know, i don't see why you would choose zoom over microsoft. >> microsoft teams a lot of us use it that's a great point microsoft currently trading just down fractionally on the day gina and delano, thank you. >>> seema, thank you very much. >>> up next, boston market calls thanksgiving its super bowl. the company is here to talk food inflation and holiday demand >> announcer: and now, the latest from trading nation.cnbc.com and a word from our sponsor. ♪♪...
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Nov 28, 2021
11/21
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CSPAN2
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>> if you look at the time frame from when it happened against microsoft, the kind of a current day, one could argue around this and i believe they are true you can get the emergence of other companies. why could google become such a powerhouse because there was probably i would imagine a lot more scrutiny in m microsoft internally in terms of the competition in the marketplace in terms of being more aggressive towards competitors, so i think that is what we actually saw that there was kind of a aggressiveness in the marketplace regardless of whether or not the company was broken up so i don't think that was the key it was just a change of attitude happening as a result. >> this one is for jeremy. why are both republican and democratic administrations unwilling to stop big tech from companies and what could become competitors and i'm going to join that with another question which is any thoughts on the difference in the u.s. being republican. for the parties or how should we look at the system and understand why we are where we are the moment we are in is a deeply ahistorical aspect
>> if you look at the time frame from when it happened against microsoft, the kind of a current day, one could argue around this and i believe they are true you can get the emergence of other companies. why could google become such a powerhouse because there was probably i would imagine a lot more scrutiny in m microsoft internally in terms of the competition in the marketplace in terms of being more aggressive towards competitors, so i think that is what we actually saw that there was...