0
0.0
Apr 9, 2024
04/24
by
CNBC
tv
eye 0
favorite 0
quote 0
then you have google. this is a real opportunity for google to gain some ground if they have the right tools. and it's all -- i'm told, about openness and choice. any enterprise that wants to develop their new gen-ai offerings, they want to go to the cloud provider that has the anthropic, the chatgpt the many, many other models. >> so it's a coming battle between these giants really. >> yeah. that's why i use all of these cloud events, right? you see aws and google cloud next is going on right now. they're all touting all these tools and all of their partners and all the customers sort of that are using their cloud infrastructure. so it feels like kind of a new battle. first over infrastructure. then it was over apps. now it's over gen-ai tools. >> the evolution of it is fascinating to watch. >>> folks, coming up, a former bolero employee claiming the company threatened to report him to the fbi. now trying to sue over proposed extortion and retaliation. details ahead. >>> and as we head to break, a quick p
then you have google. this is a real opportunity for google to gain some ground if they have the right tools. and it's all -- i'm told, about openness and choice. any enterprise that wants to develop their new gen-ai offerings, they want to go to the cloud provider that has the anthropic, the chatgpt the many, many other models. >> so it's a coming battle between these giants really. >> yeah. that's why i use all of these cloud events, right? you see aws and google cloud next is...
0
0.0
Apr 15, 2024
04/24
by
CNBC
tv
eye 0
favorite 0
quote 0
google should be at the top. this is a stock trading 20 times forward the earnings expected to grow 20%. we don't think the ai story is baked in here. the news to bring gemini on the iphone is huge and alleviates the concern regarding the search function in iphone. the stock is breaking out to all-time highs catching up with the magnificent seven and blue sky territory from here. this pullback in the market in this stock this is a buy in our opinion. >> okay. next up disney, the stock is up nearly 30% this year after bottoming out at 60% off all-time high last year. you say this one you also like and would buy. why? >> hi, contessa. disney is our turnaround play, despite the run up off the lows, it's still got a long way to go towards highs but this is a value play trading 20 times forward and this year those earnings are set to grow 25%. they have $7 billion in cash, decent balance sheet, 0.4 debt to equity. we like the investment in epic games and fortnite and think the parks, the rebound in the parks, have sta
google should be at the top. this is a stock trading 20 times forward the earnings expected to grow 20%. we don't think the ai story is baked in here. the news to bring gemini on the iphone is huge and alleviates the concern regarding the search function in iphone. the stock is breaking out to all-time highs catching up with the magnificent seven and blue sky territory from here. this pullback in the market in this stock this is a buy in our opinion. >> okay. next up disney, the stock is...
0
0.0
Apr 12, 2024
04/24
by
CNBC
tv
eye 0
favorite 0
quote 0
it can be 2%, the same for apple and google and the others as well. >> this isn't what we typically think of as tech stocks. we think about apple which isn't even there, and they have so much cash on their balance sheets. they're industry leaders. that makes them different. does that make them defensive in higher environments? >> they become defensive in consumer state companies in that sense. >> that's the product. >> however, the difference is that when competition comes in like we saw in the late 1999 area, look. if you are nestle, you're going to be selling chocolate three years from now. you don't necessarily know what's going to happen to instagram in three or four years, right? it's not a recurring revenue as much. so you're getting that multiple of 20 to 24 times. again, i'm not saying sell out of these companies. just don't bet the farm because there are other opportunities out there as well, and look. if theeconomy slows down and advertising comes back or regulation is coming after every one of these big seven companies. >> i was at a dinner last week with a few tech ceos, and t
it can be 2%, the same for apple and google and the others as well. >> this isn't what we typically think of as tech stocks. we think about apple which isn't even there, and they have so much cash on their balance sheets. they're industry leaders. that makes them different. does that make them defensive in higher environments? >> they become defensive in consumer state companies in that sense. >> that's the product. >> however, the difference is that when competition...
0
0.0
Apr 11, 2024
04/24
by
CNBC
tv
eye 0
favorite 0
quote 0
he's a pioneer in the space who led google brain at one point. >> the stock is hitting an all-time high. how much of that has to do with all the excitement around ai? >> there has certainly been a lot of buzz. it's interesting, there has been a lot of notes lately and calls from wall street sell side analysts talking about amazon being their top pick especially in tech. it has very little to do with ai. more about sort of the north american margins. some of the profitability improvement, cost cutting, things like prime and advertising, which jassy also said in his annual letter, it could be profitable as its own stand-alone business. the sum of the parts, where ai comes in more on amazon web services and its cloud business. mark mahaney had a note talking about that being one catalyst for the stock and he also talked about some of the dislocation where amazon is trading compare today where it was before covid. about 30% below the average of where it was trading. part of it is dislocation, and then that cost cutting. that's really what wall street wants to see, where the silicon valley i
he's a pioneer in the space who led google brain at one point. >> the stock is hitting an all-time high. how much of that has to do with all the excitement around ai? >> there has certainly been a lot of buzz. it's interesting, there has been a lot of notes lately and calls from wall street sell side analysts talking about amazon being their top pick especially in tech. it has very little to do with ai. more about sort of the north american margins. some of the profitability...