CNBC: Closing Bell
5/3/2024 7:55pm
... rebuilding the possibility for fed rate cuts down the road because patience might be rewarded on inflation. had amazon and apple earnings, plus all the rest that have built toward a conclusion that earnings estimates seem fine. what happens after earnings season, you roll ahead in ...
CNBC: Closing Bell
5/3/2024 7:18pm
... because amazon and alphabet have been making new highs while the market has been selling off. so, in a very peculiar way, they are still using these companies, as a flight to quality, when the vix spikes just not all of them ...
CNBC: Closing Bell
5/3/2024 7:17pm
... amazon is up 7.5, alphabet 5, meta and microsoft, 2 respectively. is this trade something we can count on firmly again? i think what's funny is that we talk about market rotations all the time. ...
CNBC: The Exchange
5/3/2024 5:24pm
... last revolution, that they can't actually get out of the box of mobile. and they probably can't spend $100 billion in the mobile ecosystem. but this idea that amazon and alphabet and microsoft, it's about retooling off of american ...
CNBC: Fast Money Halftime Report
5/3/2024 4:06pm
... amazon is up 7.5. alphabet, 6, meta, microsoft, 2.5 and 2 respectively. this trades back? i don't think it ever left. it looked dicey for a little bit. it was a little dicey. premega cap earnings, okay, is ...
CNBC: Fast Money Halftime Report
5/3/2024 4:02pm
... ahead of that by looking not so great. mega cap earnings. what is amazon going to deliver? what is apple going to end up delivering? what's the data going to deliver? and we emerge on this friday with a sizable rally, and we seem to have gotten over the ...
CNBC: Squawk on the Street
5/3/2024 2:53pm
... market yields, right around 470 on the ten-year. i think it's the latest in a series of things this week that the market was kind of tensed up for and then we got a not so bad response. that includes amazon, apple ...
CNBC: Squawk on the Street
5/3/2024 1:35pm
... of the year. i'm sure amazon will get it in september. everyone's very excited about it, but remember, everyone's a little tired of nvidia being the state of the narrative. right. they want -- like if you go to amazon's conference call, which was excellent, by the way, ...
CNBC: Squawk on the Street
5/3/2024 1:33pm
... i happen to like claude iii very much, which is anthropic. amazon's the being investor there. i'm now using the meta product more than anybody else's. i like these because i don't want to go to an interview and think there's something i'm missing, so you're interviewing ...
CNBC: Squawk on the Street
5/3/2024 1:31pm
... got to be s&p buying, and david, there were -- when we look at what happened with the megacaps, i mean, we know that alphabet was really good. we know that amazon was really good, and we know that apple is good, and that's just -- microsoft was great. _ ...
CNBC: Squawk on the Street
5/3/2024 1:07pm
... but they don't like amazon. i mean, i want to know what's causing this. now, you can call the heads of toll brothers, and you can't call kb homes and pulte and say, ...
CNBC: Squawk on the Street
5/3/2024 1:07pm
... they got all sorts of kate spade there. they're beautiful. i know those handbags on canal streetlight or even broadway in the high 40s. you can find them. lovely assortment on the sidewalk. you have to at least figure it out so that consumers pay less. at the same time, you have everyday low prices ...
CNBC: Squawk on the Street
5/3/2024 1:04pm
... out how good the reaction was until after. now, amazon can run another five. this is not paramount global. oh, don't worry. we'll get to that. i'm just trying to say -- look, am i trying to dis coverage? ...
CNBC: Squawk on the Street
5/3/2024 1:04pm
... era, and i think, within that era, there's -- it's very hard to pick stocks. yep. your whole work could have been undone even in apple if we'd gotten the wrong number. look at amazon. they reported a great number, but they were in the maelstrom of fed day, and we didn't find ...
CNBC: Squawk Box
5/3/2024 12:13pm
... broader-based short position. around things like the s&p 500 or nasdaq. it may surprise some viewers, but nasdaq is up less than the s&p so far this year. there's a group of names where profits are surging. such as an amazon or a meta, et ...
CNBC: Squawk Box
5/3/2024 12:11pm
... them. a big portion of the services profits, et cetera. so there is some risk to that going forward. so from a longer-term basis we still like the other names in the magnificent seven. so specifically amazon, ...
CNBC: Squawk Box
5/3/2024 10:44am
... where disney is expected to pay $2.6 billion. amazon 1.8 b$1.8 billion. a third package hasn't been raised with comcast. the wall street journal reported comcast's deal is proposed to be ...
CNBC: Squawk Box
5/3/2024 10:06am
... jon fortt about this yesterday. do they need their own model? amazon doesn't have their own model tyet? ...
CNBC: Worldwide Exchange
5/3/2024 9:16am
... three names. go google, meta and amazon. this quarter is more dispersed. you pointed out two surprising winners. one was pinterest and one was snap. jumped 20% to 30%. you are seeing more dispersion. ...
CNBC: Worldwide Exchange
5/3/2024 9:15am
... ahead when 'worldwide exchange' returns. welcome back to 'worldwide exchange.' artificial intelligence may be the talk of the town, but another revenuedriver could be making a comeback. meta, amazon and alphabet are ...
CNBC: Mad Money
5/2/2024 10:06pm
... walmart, costco, amazon, with the latter being shunned by federal regulators because the biden administration is re reflexively skeptical of any business they see as too big amazing. without any help from our elected leaders all we can do is accept our fate from one tool ...
CNBC: Mad Money
5/2/2024 10:05pm
... today once we're past the big data event of the fed so amazon can rally more than 3% you know how long that's going to last? until the employment number tomorrow the fed meeting's always been an important event but the constant obsession about it is a new thing. some of it's going to follow the ...
CNBC: Mad Money
5/2/2024 10:05pm
... metrics, three home runs but amazon has the misfortune of reporting the day before the fed's press conference so those blowout numbers meant very little to the share price yesterday. amazon's stellar performance was a nothing burger until wall street got over its worries about jay powell's next move ...
CNBC: Mad Money
5/2/2024 10:04pm
... seemingly endless losses in amazon's international business. next thing you know it's actually profitable. third we need to see the price of packages keep coming down while we've got a preponderance of same-day fulfillment. we got what we wanted, three key met ...
CNBC: Mad Money
5/2/2024 10:04pm
... to impact the earnings they told us things could get better i know i fought them on this because i was really worried management presented evidence that my view was wrong they turned out to be right. amazon web services once again growing like crazy that's so important. lucrative, very lucrative. ...
CNBC: Mad Money
5/2/2024 10:04pm
... i like to say i know amazon better than most people on wall street, possibly including the analysts who's solely focused on this one company there are a couple that really matter one is the growth rate of amazon web services it had been decelerating for some time and that was beginning ...
CNBC: Mad Money
5/2/2024 10:04pm
... market no i've never seen anything like this let me give you a real-life example what i'm talking about and why a lot of people are parking their money in two-year treasuries with yield almost 5%, because it makes sense i want you to compare that to amazon i follow amazon like a hawk. ...
CNBC: Fast Money
5/2/2024 9:49pm
... apple rather, do they want the melting ice cube or do they want something that's up here and then amazon's already selling the bikes. so, what do they get so, i just -- i think that the conversation here feels much more of a, does someone see value in the asset from a cash persp perspective? do you ...
CNBC: Fast Money
5/2/2024 9:49pm
... they dropped back. they make a lot of money selling shirts and shoes you look at apple, amazon. the whole appeal was, it was this -- i own the best possible customer for material part of their day. you asked about engagement, does ...
CNBC: Closing Bell
5/2/2024 7:30pm
... within amazon with a cheaper and faster deliveries. they been doing that for a while. aws is only going to generate more and more revenue. but the free class flow with $100 billion in free cash flow. in terms of ai names are the cheapest. that is one of our biggest holdings along with bitcoin. but ...
CNBC: Closing Bell
5/2/2024 7:06pm
... that is usually when something great will happen in those companies. such as amazon two years ago. that is my thinking. i'm having two competing thoughts at the same time. and i might want to be purchasing those stocks back. when he difference a couple of years makes. week get used to running up and ...
CNBC: Power Lunch
5/2/2024 6:59pm
... but is the consumer demand also there? that is the question. is the best bet to be purchased by somebody? and if so, who? there been conversations. even when mccarthy stepped in as ceo. perhaps amazon stepping in. and even apple and nike. all were rumors. no official bids or spoken ...
CNBC: Power Lunch
5/2/2024 6:58pm
... sells subscriptions. if they do not sell the subscriptions to pay $44.99 per month that is going to be a big drain. they've tried to part her with those brands like retailers like dick's sporting goods and amazon to move the hardware but they really saw to bury the shift towards the ...
CNBC: Power Lunch
5/2/2024 6:36pm
... incredible efficiency gains. i think it'll be very powerful you're seeing it in other areas like customer service. delta airlines, united airlines are deploying amazon based generative a.i. chat bots or consumer assistants. ...
CNBC: Power Lunch
5/2/2024 6:35pm
... adam selipsky after the cloudy vision crushed expectations, maybe shifting the narrative where aws is in the race amazon has seen measurable productivity gains internally in tasks like upgrading job environments, and customers are steady adopting a.i., as well. ...
CNBC: Power Lunch
5/2/2024 6:35pm
... welcome back amazon's profits triplingquarte says cloud growth is due largely to the a.i. push john ford sat down with the ceo and joins us now with more hey, john. yeah, i spoke with aws ceo ...
CNBC: Power Lunch
5/2/2024 6:20pm
... yes, i mean, i think there's going to be a lot of money spent, you know. the microsofts and nvidias are monetizing things now. amazon yesterday on the earnings call talked a lot about how they have 100000 sellers of products that can scan their url and have ...
CNBC: Power Lunch
5/2/2024 6:15pm
... california, thanks. coming up, we'll take a dive into markets before tomorrow's very important jobs report plus, a ceo sound off. don fort sitting down with the aws ceo following amazon's earning beat we'll wrap the key highlights ...
CNBC: Power Lunch
5/2/2024 6:13pm
... how it has the potential to set precedent for other tech giants that have been sued by regulators, such as apple, such as amazon, such as meta, for potential -- or alleged monopolistic behavior. ...
CNBC: Power Lunch
5/2/2024 6:10pm
... network. you're seeing the growth of amazon's ads business because of how people are searching for goods and services not on google we're going to get these consolidated summaries which means click-through is going to be different google is looking inward, how can we monetize the behavior ...
CNBC: Power Lunch
5/2/2024 6:09pm
... google and amazon as being the same they are different that goes right to the heart of what google is saying here, which is, their broad market includes search from a whole lot of entities, including amazon and tickktiktok ...
CNBC: Fast Money Halftime Report
5/2/2024 4:15pm
... china putting more pressure on them to come up with something with artificial intelligence to tell an a.i. story that they haven't been telling the same way that their peers like google and amazon and meta have been telling. we still don't really know where apple fits in the artificial ...
CNBC: Fast Money Halftime Report
5/2/2024 4:13pm
... revenue drop out of six quarters by which i want to say no one is looking for fireworks here no one is expecting any sort of, like, magical growth it's not amazon. the reason why -- let's -- we _ _ ...
CNBC: Fast Money Halftime Report
5/2/2024 4:11pm
... when you look at it relative to the stocks we usually compare it to you look at it relative to microsoft, for example, amazon, alphabet it really seems like there's something wrong, but in reality, there's nothing wrong. it's just that $3 trillion businesses don't grow as fast as ...
CNBC: Squawk on the Street
5/2/2024 2:47pm
... stocks energy the best performing sector the nasdaq, thanks in part to qualcomm after earnings soaring 9% apple higher ahead of earnings, nvidia a comeback. amazon higher too. we'll be right back on 'squawk on the street. that's right craig. ...
CNBC: Squawk on the Street
5/2/2024 2:40pm
... trading cards and luxury handbags because it's crowded, you know etsy is getting hit. questions about temu and shein which have entered the u.s. market aggressively and amazon ...
CNBC: Squawk on the Street
5/2/2024 1:32pm
... i guess hopes -- we'll get the quarter tonight. we'll obviously be talking a great deal about it tomorrow everyone's excited. their own capex, given the enormous numbers we've seen from microsoft and amazon and meta ...
CNBC: Squawk on the Street
5/2/2024 1:31pm
... disparity, because once powell made the point that, look, the next movement is likely going to be a cut, people just breathed a sigh of relief, and you just had many of the major companies we've been looking at, and we are thinking about google, amazon, microsoft, really shoot ...
CNBC: Squawk Box
5/2/2024 11:34am
... google and amazon were way behind apple will unveil the new features and tools and critics will jeer that it is evolutionary and not revolutionary, apple is late to a.i. and not as good, blah, blah, blah but a couple of new features ...
CNBC: Squawk Box
5/2/2024 10:43am
... and m & ms i know a lot of people who the frequency with which they use amazon is entirely tied to how they feel it treats its workers. when you run a business today, ...
CNBC: Squawk Box
5/2/2024 10:35am
... competitive space despite what the department of justice says and the true landscape includes companies as diverse as amazon and expedia and yelp and tiktok. they will say that customers ...
CNBC: Squawk Box
5/2/2024 10:20am
... nationwide amazon spokesperson said they disagree with the ruling and intend to appeal that is not intimidating employees to say these things. i welcome pushback. you are being too guarded ...
CNBC: Squawk Box
5/2/2024 10:19am
... flags for the nlrb and you can decide in a place like amazon and employees, if they see something they can do better for customers or for themselves, then go meet in a room and change it. that type of empowerment doesn't ...
CNBC: Squawk Box
5/2/2024 10:10am
... fed's hands may be tied if they don't show meaningful improvement. lindsey, thank you. coming up, amazon's ceo andy jassy is in hot water. we will talk about what that is ...
CNBC: Worldwide Exchange
5/2/2024 9:41am
... competition from temu and amazon and walmart. shares are down more than 12.5%. we are watching shares of apple this morning ahead of the earnings after the close the tech giant throws its hat in the a.i. race and investors are ...
CNBC: Street Signs
5/2/2024 8:53am
... room you have amazon and alphabet and microsoft all giving out pretty good numbers, including lemeta some ways, with a.i. they are increasing in revenues and profits. ...
CNBC: Mad Money
5/1/2024 10:11pm
... i think jay powell realizes these chutes are doing more for him. considering this in the face of endless fed speak, this tells me you should hang on to stocks and when we get pullbacks then you want to buy google or amazon ...
CNBC: Mad Money
5/1/2024 10:05pm
... pushed down. they look to buy these in a general market pulled out like we had. the first tech they love, they reach for amazon which had a tremendous quarter. you have to love that trick of ...
CNBC: Closing Bell
5/1/2024 7:54pm
... i don't think expectations are particularly high here so i guess we will have to see. i'm more focused on microsoft which is bouncing today but it is absolutely had a back slide away from leadership. meta, doing quite well as is amazon. ...
CNBC: The Exchange
5/1/2024 5:02pm
... and then the big cap tech trade, very much about earnings and the s&p 500. amazon coming off a better than expected report. the forecast left a little to be desired. ...
CNBC: Fast Money Halftime Report
5/1/2024 4:19pm
... >> a year ago the free cash flow yield was almost a 5% hurdle the where is, yes, we were -- answer is, yes, we were close to buying amazon and google you're talking being apples and oranges in terms of valuation. come on. it boils down to -- if you _ ...
CNBC: Fast Money Halftime Report
5/1/2024 4:19pm
... hit a record high it all comes down to valuation. a 3% free cash flow yield. it's a little too expensive. you would never -- if you're going to say that today, you will never own the stock that's not true at all. you're going to own amazon. ...
CNBC: Fast Money Halftime Report
5/1/2024 4:18pm
... last couple of years also. there's not operational excellence there either. let's talk amazon we saw the stock was up. it didn't have a tremendous reaction to a strong beat. and aws was the pillar of that weiss, you own the stock, i think the number going in was ...
CNBC: Fast Money Halftime Report
5/1/2024 4:07pm
... i'll raise you - okay, great the caps and eai - that's the perfect cap for my story. amazon up 2% yesterday it was down 3%, 4% stock's been at an all-time high ...
CNBC: Fast Money Halftime Report
5/1/2024 4:07pm
... can to help build their case you're making it sound like the starbucks report today as bad as it is and the comps were surprisingly bad as they were, and the stock looks like a disaster it does, i'll take your starbucks and raise you an amazon ...
CNBC: Squawk on the Street
5/1/2024 2:22pm
... fulfillment side which is good big gains last year when they went to the regional fulfillment model but there's more to be done so we have margins up this year and up, you know, kind of going forward. the bull case on amazon there ...
CNBC: Squawk on the Street
5/1/2024 2:21pm
... well is there going to be a payoff for investors at the end i think it's a yes just for last night, aws posted record 37% margin so amazon and aws has proven like hey we're ...
CNBC: Squawk on the Street
5/1/2024 2:15pm
... outlook for amazon stock we'll speak with an analyst about what's ahead for the company. plus tesla's ceo you know who that is, elon musk, he's weighing in on the network of the super charging ...
CNBC: Squawk on the Street
5/1/2024 2:06pm
... starbucks, it's fair he's not the only one seeing this in 24 hours we saw many companies including amazon warn of what's happening in the dete ration ...
CNBC: Squawk on the Street
5/1/2024 2:00pm
... microsoft, amazon, 3m, boeing, s&p is lower the only sectors higher are consumer discretionary, materials and real estate. a lot of movers to talk about ...
CNBC: Squawk on the Street
5/1/2024 1:53pm
... giarbuckss, skyworks, all double dits dow hanging onto some slight gains here thanks to amazon up 14 points. back in just a moment. ing what . _ ...
CNBC: Squawk on the Street
5/1/2024 1:34pm
... around, and they are good to their word i thought they could only go to low teens. david, they went to high teens, and they did it in an incredibly robust way why is the stock down? amazon is up. it's not down it was at $182 last night ...
CNBC: Squawk on the Street
5/1/2024 1:33pm
... one more reason amazon deserves to be much higher. there is not a business they have gone into and not destroyed. they're coming after grocery stores big-time with this. we have to go there, we should ...
CNBC: Squawk on the Street
5/1/2024 1:32pm
... felt was going to be additive to the business so far, the strategy, not going that well. it's too expensive. to your point, in many cities where, unfortunately, things are behind lock and key at your cvs as well on the retail side, you're much easier just defaulting to amazon, knowing ...
CNBC: Squawk on the Street
5/1/2024 1:32pm
... of the store go up against amazon with the pharmacy how do you go up against amazon? i don't know. half the call was about how they're going to destroy the drugstores they've made significant acquisitions as well, in clinics, for example, that they ...
CNBC: Squawk on the Street
5/1/2024 1:32pm
... quote. 'environment doesn't diminish our opportunities. they think they have a pathway to address their near-term medicare challenges and she goes on to say, they remain committed to the strategy and have the right assets in place. what are they going to do, go up against amazon with the front ...
CNBC: Squawk on the Street
5/1/2024 1:07pm
... you that they are -- they've gotten right with jensen yeah. they'll get whatever they want from jensen they're spending so much on so many other things, other than just a.i., distribution centers, trucks who can take a drive now without seeing an amazon truck that said, they're going to ...
CNBC: Squawk on the Street
5/1/2024 1:06pm
... incredibly growth rate what about capex has anybody done the math yet between adding up what meta, alphabet, amazon, and microsoft, what they're going to be spending on capex? they're spending so much internally right it's difficult to get a number, although they will tell ...
CNBC: Squawk on the Street
5/1/2024 1:05pm
... i don't know where you want to start. i came in cold and haven't done my homework open one up and say something. amazon, i think, should be up ten. it's not up a lot that's because people are so darn negative, and they didn't do any homework. if they had done some homework, they would have realized ...
CNBC: Squawk on the Street
5/1/2024 1:04pm
... israel from destruction. yep, in 1973. can we get to earnings now talk amazon, amd, pfizer, j&j talc you've got so many manilla folders here ...
CNBC: Squawk on the Street
5/1/2024 1:01pm
... monster move for earnings movers pfizer, kraft, dupont. plus amazon shares are up ahead of the open. cloud sales growth accelerates the company also aims for spending more on a.i shares of starbucks under pressure ...
CNBC: Squawk Box
5/1/2024 1:00pm
... skyworks, marriott, yields are lower as this treasury refunding announcement was in line our road map begins with a monster move for earnings movers pfizer, kraft, dupont. plus amazon shares ...
CNBC: Squawk Box
5/1/2024 12:59pm
... executives assuring analysts they are seeing strong demand signals to justify some of this standing that demand gives them confidence, they said, on spending, saying it's going to play out in the long run, similar to what happened when amazon went through their last big capex cycle on the retail ...
CNBC: Squawk Box
5/1/2024 12:58pm
... is 'considerable momentum on the a.i. front.' but that growth can be expensive. amazon plans to meaningfully increase capital expenditures in 2024, sue hela similar to what from other big tech companies. ...
CNBC: Squawk Box
5/1/2024 12:58pm
... tripled in the quarter that was driven in large part by amazon web services, its all-important cloud business aws sales grew 17%, putting to rest any fears about a slowdown or amazon losing any market share to cloud providers ...
CNBC: Squawk Box
5/1/2024 12:57pm
... of its previously forecasted range. that stock, down by almost 3%. amazon, the second to last of the big tech giants to report earnings this quarter. kate rooney takes us inside the numbers. kate hey, joe, good morning. amazon's operating profit ...
CNBC: Squawk Box
5/1/2024 12:54pm
... northwestern doing what are your lists of demands all that does is lead to more of the same jay, i want to thank you for coming in. please keep us updated on your progress with the lawsuit. thank you so much thank you when we come back, amazon in focus. we will get into first quarter earnings from ...
CNBC: Squawk Box
5/1/2024 12:01pm
... 50-something unbelieve al. just after 8:00 a.m. on the east coast you're watching 'squawk box. i'm joe kernen, becky quick and andrew ross sorkin a month's worth of big stories amazon shares moving higher. ...
CNBC: Squawk Box
5/1/2024 11:14am
... we have anthropic, and a bunch of cutting edge tech companies focused on orchestration services, as well as fine tuning services to really fine tune models for particular use cases. we had talked with an analyst earlier about amazon do you think that all of these ...
CNBC: Squawk Box
5/1/2024 11:13am
... which is to say if lama 3 is as close as people are saying to whatever you think, you know, chatgpt 4 looks like today, or amazon working on olympus or gemini, then what? i think this is the problem ...
CNBC: Squawk Box
5/1/2024 11:12am
... together major players in the a.i. industry to assist other companies in integrating generative a.i. into their applications they're not alone. other companies are partnering with a.i. technology to enhance their business amazon recently announced the publicly availability of their a.i. powered ...
CNBC: Squawk Box
5/1/2024 11:04am
... amazon shares in the green, in the wake of yesterday's earnings report, the company beat on the top and the bottom line, and posted a 24% growth in ad revenue in the quarter cost cutting measures over the past few years including layoffs have helped amazon stabilize ...
CNBC: Squawk Box
5/1/2024 10:59am
... about right now, more than half of who you just mentioned are already with our people, instigating our program. so who are you working with? walmart or amazon? i only mentioned two. there is others too. there is others too. you're talking about a big ...
CNBC: Squawk Box
5/1/2024 10:20am
... at of data that meta has or google has that's on par. so if i'm amazon, am i going to continue to invest in a model? probably because i think everyone feel like they need to be skparming here, even if just to understand the market, how these models function. ...
CNBC: Squawk Box
5/1/2024 10:20am
... infrastructure, and distribution. amazon certainly has the infrastructure with aws. they have distribution with the customers have use their products. i don't think they have the same ...
CNBC: Squawk Box
5/1/2024 10:20am
... i would put amazon on the outside of being one of those three to five. the issue that amazon will ultimately have is if you think about what causes a company to have a great model it's data, ...
CNBC: Squawk Box
5/1/2024 10:19am
... the call. and amazon is an investment. you can access other open source models. they have kind of a large array, wide menu of options you can go ...
CNBC: Squawk Box
5/1/2024 10:19am
... it is. you can access a number of models from third parties that amazon has partnered with. so anthropic is probably the headline model that they talk about. they referenced it in their earnings note. they talked about anthropic on ...
CNBC: Squawk Box
5/1/2024 10:17am
... direct cloud competitors they're up against. microsoft has openai. google has their own gemini model, and amazon has been figuring out how do we fit into this ecosystem without having a meaningful -- they do have their ...
CNBC: Squawk Box
5/1/2024 10:17am
... microsoft, amazon talked about a big capex build coming up for 2024 as they invest into this ai opportunity that all the big hyperscalers see. see that? ...