CNBC: Closing Bell
5/3/2024 7:40pm
... months is alphabet and facebook and meta announcing they start paying dividends. that, to me, is an indication that within the companies there is a recognition that the moment -- i think the rest of the market might still think of ...
CNBC: The Exchange
5/3/2024 5:25pm
... and whatsapp and everything else and facebook. what can apple do with that install base that makes it that much more palpable for ai investors? right. so within the mobile ecosystem, which i'm characterizing as narrow, they can do a lot of ...
CNBC: The Exchange
5/2/2024 5:50pm
... get away -- to get ahead and put its generative ai into the hands of the billions of users the example you brought up, when you opened your instagram or whatsapp or your facebook, any of the family of apps meta makes, they're utilizing their own distribution ...
CNBC: Squawk Box
5/1/2024 11:52am
... vicinity of what tiktok is like today, that your friends at facebook or meta andfriends at some other plays will have, take in such large market share, diminished anyway? yeah. i think we don't know -- let me _ ...
CNBC: Squawk Box
5/1/2024 11:51am
... could have the money but you think it's a third-party option? not a good idea to give tiktok to facebook a disaster. create a monopoly. i think someone's got to get creative and maybe a very wealthy individual, something like that. ...
CNBC: Squawk Box
5/1/2024 11:13am
... the various models out there and what is happening? well, right now, i would say facebook has come out with a very impressive version with lama 3 the performance benchmarks seem impressive it is open source. moreover, they basically ...
CNBC: Squawk Box
4/30/2024 11:57am
... granular targeting in the same way that google and facebook can, but with the power of tv. i believe what iger knows and what netflix is realizing is that they're going to be able to charge some of the highest kpms because of the combo of ...
CNBC: Squawk Box
4/30/2024 11:56am
... format. they have all of the identity data that facebook and google have within the streaming construct. so if i'm placing my ad, i would rather place it with disney or nbc or warner discovery or netflix in their streaming thing, because they can give me ...
CNBC: Squawk on the Street
4/29/2024 1:35pm
... is as it could be the data vid w that the machines could beat us. every time jensen says that, what he says s look, every time you do more, you hire more people a la all the chips that facebook bought, and they're not -- they'll be hiring _ ...
CNBC: Squawk on the Street
4/29/2024 1:33pm
... engagement with facebook, increased competition with other social media, tiktok, regulatory scrutiny, higher investments in new technology, where do i get that from the site i'm now using. that's from meta meta a.i ...
CNBC: Squawk Box
4/29/2024 12:01pm
... paramount apparently negotiate a possible merger with skydance media. and about to launch investigations into facebook and meta countering disinformation from russia, not doing enough ...
CNBC: Power Lunch
4/26/2024 6:10pm
... facebook we have clients from facebook. we have former clients that were in facebook. we have owned the stock for a long time. we believe in the direction of ai and that just shows that capital expenditure that meta did was necessary to remain competitive. ...
CNBC: Fast Money
4/25/2024 9:46pm
... that's the problem. this is only in looking back. it makes sense that snap had this quarter, because the facebook quarter was really good so, actually makes sense that snap had a good quarter. if you start to connect the dots, the only thing that really hurt facebook was the spend. not that i ...
CNBC: Fast Money
4/25/2024 9:18pm
... today. the early weakness in nvidia was actually then -- was bought and the strength of it manifested, well, it's on the back of everything facebook said last night. so yes of course, the problem is, and we've been talking about this for awhile, you know, that march ...
CNBC: Fast Money
4/25/2024 9:07pm
... flip side of the coin is, g google's still fine here microsoft is the one, we're going to talk about it in a second, you start to say, hmm, this is interesting. i get why it's rallying. but to answer your question, clearly, the facebook quarter was predicated on the spend, and probably to a large ...
CNBC: Fast Money
4/25/2024 9:06pm
... and the stock reaction, because the quarter, in a vacuum, was -- i thought it was extraordinary we talked about that last night. obviously, that facebook move was very facebook specific now -- and facebook's not a problem on valuation, we've had that conversation. ...
CNBC: Closing Bell
4/25/2024 7:24pm
... and it's down 311 and let's go back and when you look at this ai buildout, how do they make money? facebook is a free product and a lot of advertising dollars and they do get it but is there some other strategy that mark ...
CNBC: The Exchange
4/25/2024 5:52pm
... you see a 10% correction every year or so you see 3%, 4%, 5% corrections i think this correction in the process, the way we look at markets, everything is so exaggerated. the reaction to facebook, exaggerated. the movement higher in the last five months, s&p 500 being up ...
CNBC: The Exchange
4/25/2024 5:51pm
... buildings involved, a variety of expenses that go to that cap-exfor facebook or meta when you see intel up 1.5%, amd up 1.5%, this is an opportunity to put more protection i own puts at some moment in time as we get ...
CNBC: The Exchange
4/25/2024 5:51pm
... i think this bounceback could be a little misguided dow to the fact we're just moving money oh, facebook is going to spend $5 billion more on ai? all that goes into chips purchases. you know and i know that's not true there's people involved, ...
CNBC: Squawk on the Street
4/25/2024 2:12pm
... facebook, advertising business, and they may want to shift some of that spending kind of on a reporting basis back to the core so no, i don't think he's kind of entirely, you know, earned his way out, but i think when ...
CNBC: Squawk on the Street
4/25/2024 2:11pm
... monetizibility i don't think so, yet i think they're toying with we still have the facebook reality lab still on track to losing $20 million, it has to do with ai and the core instagram, ...
CNBC: Squawk Box
4/25/2024 10:07am
... contribute to the user experience and they are building tools to help monetize which drives revenue for facebook. dan, thank you. thank you ibm shares are lower this morning. the company reported earnings of $1.68 a share. ...
CNBC: Squawk Box
4/25/2024 10:06am
... into all this? on the engagement with llama in the past two weeks built into instagram and facebook, i'm playing with it more i'm genuinely -- i don't think everybody is doing that. ...
CNBC: Worldwide Exchange
4/25/2024 9:56am
... stock went up. i wonder if we will see more between meta and what reports next is investors asking a.i show me the money. where is it coming from? in the case of facebook, meta, ...
CNBC: Fast Money
4/24/2024 9:26pm
... facebook story, to me. i mean, this feels like a company who came in light -- i don't know how much of this really is the acquisition. i think this is a company that's also done 60% over the last six months, has -- is not growing anywhere near as fast, it certainly has pushed, i think, a ...
CNBC: Fast Money
4/24/2024 9:25pm
... facebook, for example, trades at a similar multiple and is getting punished they're up against it in terms of what happened with facebook, and that reaction, the lack of revenue growth so, this is somewhat justified, i think. nothing, original a.i., the ...
CNBC: Fast Money
4/24/2024 9:03pm
... 3.2 billion use facebook every single day i mean, clearly the cat bird seat here's the problem the guide, number one, and the technicals, number two an open below $450 tomorrow and there's going to be technical damage it's not a question of, where do ...
CNBC: Fast Money Halftime Report
4/24/2024 4:02pm
... year-over-year earnings for q1 on the other side of that, look at apple. they will have declining revenue and earnings on that chart you just showed. i think you will continue not only to see a dispersion with the mega caps of amazon, meta, facebook, microsoft and nvidia ...
CNBC: Closing Bell
4/23/2024 7:28pm
... narrative, i am out. to me, that is like flying cars, it is not pragmatic. as i said in the beginning, i want him to channel that mark zuckerberg, when he did that big pivot from faith burch to -- facebook to meta. i think it will be a must listen to call, for sure. ...
CNBC: The Exchange
4/23/2024 5:16pm
... you remember two years ago, facebook went through them yes went through that correction. so it's -- it's unforeseen, and when it happens, it's quite severe what we say is if we truly believe in this sector, whether a tech company, tech evenibled ...
CNBC: Fast Money
4/22/2024 9:22pm
... as a campaign, one of the things to campaign on. president biden is taking away your tiktok, you know, look at me, i'm all for, facebook is getting more powerful, they're trying to -- you know those tweets are coming or whatever platform they use. those are coming to a theater ...
CNBC: Power Lunch
4/22/2024 6:01pm
... partnering with google last week to power a new version of its meta ai chatbot. the most important thing here for meta is engagement, proving this keeps people using meta apps like whatsapp and instagram and facebook. it debuted to millions of users ...
CNBC: Fast Money
4/19/2024 9:39pm
... rebuild the algorithm. i don't think it's that simple i think it's very hard to copy what they've done over there, but i could see a real scenario where they just shut it off and say, if you want to buy the rest of it without the algo, good luck, basically. if it were that easy facebook ...
CNBC: Squawk Box
4/19/2024 12:49pm
... about chinese hacker groups is sort of category 1 category 2 is, of course, this access to u.s. applications in china. that's already in place. you can't get certain social media applications like facebook or google in china, but the ...
CNBC: The Exchange
4/18/2024 5:47pm
... google executives. point blank, it is going on the offensive. and the thing that you mentioned, tyler, that is the most interesting today comes from meta. it will be integrating its system into its family of apps, facebook, instagram, whatsapp, messenger, there's also a brand ...
CNBC: The Exchange
4/18/2024 5:26pm
... tyler, back to you thank you very much coming up, meta and google teaming up to take on microsoft in the ai space, announcing a new partnership that will affect many facebook, whatsapp and instagram users. that's ahead ...
CNBC: Squawk on the Street
4/17/2024 2:35pm
... mu multibillion dollar pay package after a court voided it a number of months ago. the stock has been down 20% even since then, and you can see down some 37 plus percent for the year. here to talk about the road ahead, elevation partner's founder, early facebook and ...
CNBC: Mad Money
4/16/2024 10:51pm
... etf's. also gimmicky ones like the ones that exclusively own thing, my old ackerman for facebook, no matter platforms. amazon, netflix and google. even the stocks of incredibly ...
CNBC: Worldwide Exchange
4/16/2024 9:53am
... with the internationalpaper purchase. and meta ceo mark zuckerberg claimed he hit fad facebook's harmful effects on children. ...
CNBC: Fast Money Halftime Report
4/12/2024 4:17pm
... up? it's up a lot. it's been around a new high. it's up 44%. take the name off it, off facebook or meta, rather, here ...
CNBC: The Exchange
4/10/2024 5:56pm
... or tethered to us. we give model providers, whether they are open source like llama 2 from facebook or meta, we give them a choice of where they want to run the models. if we do an exceptional job, we will get more customers using ...
CNBC: Squawk Box
4/9/2024 12:27pm
... he's 100% correct that this enables google and facebook to dominate, right? that's who started this narrative, 2019, mark zuckerberg said, he was getting a ton of heat and said, actually, you should all be worried about ...
CNBC: Fast Money Halftime Report
4/8/2024 4:19pm
... 10, 20 years, and i am talking about the new ones taking everything to the next level. you have facebook, and that stock is up 2% or 3% every day. ...
CNBC: Street Signs
4/8/2024 8:41am
... industry. eventually, we all get in line and respect corporate rights. everywhere in the world, peloton and instagram and facebook, everyone is paying for music in their services. ...
CNBC: Power Lunch
4/5/2024 6:15pm
... always interesting talking to you. i like when i learn something new. tyler, back to you. we have a news alert now on meta. hey there, tyler. meta, the important company of facebook, just filed this motion ...
CNBC: Squawk on the Street
4/5/2024 2:20pm
... here. i think you can hold this multiple. i think, you know, 22, 23, 24 times earnings, something like that, for an asset that i think can sustain 20 plus earnings growth is legit and then longer term new growth drivers like whatsapp monetization, facebook ...
CNBC: Fast Money
4/4/2024 9:16pm
... companies are benefiting from that, and this is the application of a.i. to one's business, which we're going to see for a lot of the other companies outside the mag seven. karen talks about this a lot, when stocks or shouldn't be at certain levels. if you take away that, obviously huge drawdown in ...
CNBC: Squawk Box
4/4/2024 12:19pm
... kids happen to be employed by platforms like facebook and personal financial reasons he doesn't want to take the issue on, or it might be simply that the two parties or each members can't agree because they all want to be hero in their own perfect solution. ...
CNBC: Mad Money
4/3/2024 10:41pm
... organic user generated content. there has been an evolution. it's gone from the online review 10 years ago to the facebook to now today to the tiktok or instagram post. so what percentage of these ...
CNBC: Squawk Box
4/3/2024 11:30am
... we'll stay in that communications services sector and check on shares of both meta platforms and alphabet. both are getting some movement to their price targets at wells fargo. meta up a quarter of a percent. alphabet down roughly a quarter of a percent. the facebook and instagram parent company ...
CNBC: Worldwide Exchange
4/2/2024 9:33am
... regulation because amazon is not the biggest player in the space. i think they will go after them as a basket. i think it will make some impact as far as amazon is concerned globally. they are number three behind facebook and google. ...
CNBC: Squawk Box Europe
3/27/2024 8:51am
... well you see 5 million active users but facebook has what? 3 billion? in comparison, we're talking chalk and cheese here. even by revenue. ...
CNBC: Squawk Box Europe
3/27/2024 8:51am
... president, one would assume that this kind of loses somewhat of a bit of relevance and become as lot of noise as opposed to a viable business option i mean we do have one of the graphs just to compare this social media company to some of the others the likes of facebook, tiktok as ...
CNBC: Closing Bell
3/26/2024 7:38pm
... clients do. they have reaped a lot of reward from nvidia. we have seen the tech stocks lift up for example, the s&p 500 year over year. everybody says, the s&p 500 is terrible except for apple or terrible except for facebook. and this year, it is terrible ...
CNBC: Squawk Box
3/26/2024 11:46am
... donald trump feels about facebook than national security risks, and the same with u.s. steel, what are the impact on pennsylvania how we feel about israel is ...
CNBC: Worldwide Exchange
3/26/2024 9:20am
... it introduced an ad-free model for instagram and facebook to comply with the digital market site the commission is arguing that users have to pay for the service or consent to have their data collected meta argues this is a standard ...
CNBC: Squawk Box Europe
3/26/2024 8:49am
... le meta to have our data? what do you mean? everything we use on the site. i'm going to be a pest, not for the first time what do we put on facebook i think some people put absolutely everything and don't ...
CNBC: Mad Money
3/25/2024 10:08pm
... before these companies came along, america was the king of carbonated soda, movies, that's what we exported, that's what we made then the mega cap companies come along with microsoft, which justice nailed in 2000, and facebook which has been after it forever, and netflix i guess ...
CNBC: Squawk Box
3/25/2024 12:52pm
... people in this way without their permission, and facebook says, well, we can, but they have to pay if we can't track them that is going to be the key issue there. on the google front, it's -- and amazon front, it's very similar. it's all about, you know, favoring your own products over others this ...
CNBC: Squawk Box
3/25/2024 12:51pm
... there's some heel-digging the meta one is really interesting. what they've done is if you want to use facebook or instagram in the eu for free, you basically have to tell them, yes, you can look at my personal data, you can track it and so forth. ...
CNBC: Squawk Box
3/25/2024 11:41am
... gates from doing a mobile operating system, from doing social media well, that's good and bad. it means that apple gets the rise it means that social media like facebook get to rise we want the creative destruction of competition in this mooarket. ...
CNBC: Squawk Box
3/25/2024 11:34am
... other fields so that you had to use gas stations, distribution lines, and this was ruled illegal, and you're seeing it with microsoft, about 20 or 30 years ago and now apple, google, facebook are all in the line of fire. are what these big tech ...
CNBC: Squawk Box
3/25/2024 11:03am
... and under that plan, european users who don't agree to let the company use their digital activity to target the ads it shows on instagram and facebook have to pay a monthly subscription fee a short week for traders, the markets will be closed for ...
CNBC: Fast Money
3/22/2024 9:25pm
... some level, and ten cent, you can make an argument, or alibaba is the amazon of china, ten cent, which is social media, we're arguing that facebook is certainly putting this to their benefit right now. any thoughts on that in terms of these players? i mean, it's -- it behooves _ ...
CNBC: Fast Money
3/22/2024 9:23pm
... with google in the united states and elsewhere, there's regulations in china that is blocking this from, you know, think of it this way, you will not have a google product embedded into an iphone in china, you wouldn't have a facebook product embedded into an iphone in china. ...
CNBC: Fast Money
3/22/2024 9:13pm
... terms of a.i. memory, this is another a.i. play. i think there's so few ways obviously other than nvidia and some of their suppliers, and some of the periphery directly there, and facebook, in concept, of course google is a company that you think is right in the middle of a.i., and we all know ...
CNBC: The Exchange
3/22/2024 5:56pm
... is ditching standard linear television programs in favor of streaming services. tell me something i didn't know. i knew that, but the other thing is they're using live -- watching live content, stuff on facebook, stuff on instagram, ...
CNBC: The Exchange
3/22/2024 5:54pm
... newsletter 'after school.' thank you for being here. thank you so much for having me here. walk us through -- i'm aware of facebook marketplace and of shopping on instagram. why are they working so well for facebook? yeah. the marketplace has emerged as ...
CNBC: The Exchange
3/22/2024 5:54pm
... while instagram came in second with 43 million. social shopping is only getting more popular, particularly among gen z. so could tiktok's pain translate into yet another gain for facebook? joining us now to discuss is casey lewis, author of the ...
CNBC: The Exchange
3/22/2024 5:53pm
... particularly for direct to consumer companies using tiktok's shop feature which launched just last september, but emarketer estimated there were more than 33 million social buyers on theapp last year. if you think that's a lot, facebook had nearly 66 million ...
CNBC: The Exchange
3/22/2024 5:12pm
... facebook. so we'll see how that plays out. theyalso say a lot of people come to reddit with intent to buy. people might be asking questions about what kind of car should i by, what kind of electric toothbrush? it's a place to reach people when they're open to information about purchases. ...
CNBC: Squawk on the Street
3/22/2024 2:39pm
... here and there probably wouldn't be a google or a facebook. yeah. it's been interesting to see kanter draw that line at least in the actions previously that the innovation that occurred as a result of apple. that said, you don't feel like ...
CNBC: Squawk Box
3/22/2024 10:56am
... extremely interested in this asset. what will be interesting is will the ftc relax regulations to let other companies buy it. what would a company like amazon or facebook or microsoft or oracle, who already has a huge amount of data, pay for something like this asset? ...
CNBC: Squawk Box
3/22/2024 10:53am
... 200 billion and facebook was worth 300 billion. now facebook is worth 1.3 trillion or thereabouts, bytedance is worth 240 billion, but the companies are roughly the same size. when one is growing 3x plus ...
CNBC: Worldwide Exchange
3/22/2024 9:01am
... pinterest. is the stock a facebook rival or the next red-hot a.i. play or something in between? could consumers sour on ...
CNBC: Squawk Box Europe
3/22/2024 9:00am
... pinterest. is the stock a facebook rival or the next red-hot a.i. play or something in ...
CNBC: The Exchange
3/21/2024 5:15pm
... 20 years for it to play out. it's going to take at least a couple of years to see caterpillar and ge using ai the same way facebook does. reddit has just opened. we're going to leave it here. good to see you, sir. ...
CNBC: The Exchange
3/20/2024 5:25pm
... they're now trying hard. they're going to have a billion dollars of revenue if you believe their plan in the next year. this offering on the surface looks amazing. this is the number three social site with attention in the world, after meta or facebook and google. ...
CNBC: Squawk Box
3/20/2024 12:19pm
... lecturer at stanford university formerly ran online security operations at facebook and ...
CNBC: Squawk Box
3/20/2024 12:16pm
... worse than we have already? former facebook chief information officer security officer alex stamos injos us. stay tuned. you're watching 'squawk box' on cnbc. help make trading feel effortless. and its customizable scans with social sentiment ...
CNBC: Squawk Box
3/19/2024 10:45am
... misleading posts on the platforms. at issue, the republicans from missouri brought the case unless some claim that facebook he ...
CNBC: Worldwide Exchange
3/19/2024 9:56am
... have a market flash on meta. the lawyer telling the eu it is cutting the subscription fee for facebook and instagram. shares are down over .50%. that will do it for us. thank you for watching ...
CNBC: Fast Money
3/18/2024 9:15pm
... side, and it's -- entertainment is going to be transformed by having hyper compelling a.i. models that captivate our attention, so, think of tiktok as the feed, which facebook or meta has coopted, well, imagine ...
CNBC: Closing Bell
3/18/2024 7:55pm
... units and improved performance and project facebook's shop e-commerce ad also accelerate from international launches as well as partnership within amazon and wells fargo reiterated its strong preference for shares of meta versus google. ...
CNBC: Squawk on the Street
3/18/2024 2:36pm
... this unique engagement model of how we engage our communities. would it be a hit to the business in the short term? i don't believe so. we're broad if you look at our strength on instagram, facebook, ...
CNBC: Squawk Box
3/18/2024 12:19pm
... about them, because the badder, bigger badder guys are facebook. i think that's a real question. somebody who has had access to all kinds of classified documents to all kinds of classified information, how ...
CNBC: Closing Bell
3/15/2024 7:55pm
... kate, amazon wants us to shop by phone more. yeah, they do. it's really been beefing up its social media presence. amazon really had a lot of this happen last year. teamed one pinterest, facebook, instagram, snapchat, allwithin a year to embed these products ...
CNBC: Squawk on the Street
3/15/2024 2:36pm
... of american apps are already banned over in china, like twitter, meta, and facebook and instagram, google. so do we see a further breaking off between the two? that's sort of where this is all headed potentially. yeah. another reason why we're going to keep a close eye on it and ...
CNBC: Squawk on the Street
3/15/2024 1:55pm
... a partnership blitz last year amazon is embedded in the biggest social apps. a lot happened within six months. amazon teamed up with pinterest in april of 2023 and then facebook and instagram and snapchat all in november. the agreements put amazon products into social feeds and ...
CNBC: Squawk on the Street
3/15/2024 1:01pm
... first back-to-back weekly loss since last october. plus tiktok's owner, bytedance, on track to surpass meta's facebook as the world's largest social media company by sales. and the chamber of commerce suing the sec over new climate disclosure rules, a lot to unpack there. and we're going to begin ...
CNBC: Fast Money
3/14/2024 9:03pm
... should be considered a unilateral move. google's not there, facebook's not there -- but they weren't banned, per se. no, they are. the great firewall. they're not allowed to operate in a way they would want to operate. so, i think of it as similar, ...
CNBC: Squawk Box
3/14/2024 12:57pm
... buy whatever remains of it and effectively try to recreate the algorithm? i mean, facebook obviously has such an algorithm. you're starting to see this type of thing in other realms. youtube -- youtube shorts and the like. ...
CNBC: Squawk Box
3/14/2024 12:06pm
... doesn't want one more powerful than the other. if is really is a national security risk, i keep asking the question, a red line a hard line. wouldn't matter whether you care weather facebook or somebody else would get more power if you actually believed this was a ...
CNBC: Squawk Box
3/14/2024 12:05pm
... should be sold or shut down? i think he doesn't want it shut down, because he's concerned about the power that that would create for facebook. i believe he would support a sale. he did support a sale, you know. ...
CNBC: Squawk Box
3/14/2024 12:04pm
... u.s. business. it's a great company. it would be terrible if it would shut down. lots of users use this and we need competitor to facebook and instagram and youtube. to the extend we care what do you think it will do to the relationship in china? ...
CNBC: Squawk Box
3/14/2024 11:52am
... tok would only empower facebook. trump was right -- this time. we agree china is a dangerous foreign adversaries, influence over our discourse is a serious threat and why this legal tiktok crackdown is a bit of a farce. ...
CNBC: Squawk Box
3/14/2024 10:31am
... we focus on the mature companies pre-ipo. if you remember goldman sachs did this with facebook before they went public and did it with stripe. now we're doing it, too. there is a long history of providing access to people which ...
CNBC: Squawk Box Europe
3/14/2024 8:52am
... is not fair to tiktok. he says he bsees benefits from tiktok. he points to a ban on tiktok would help facebook and other platforms. he did back step on that a ...
CNBC: Fast Money
3/13/2024 9:44pm
... that he has a target on meta's back. that was going to be my question to gene, he just said that they're the -- i'm paraphrasing, i'm sure, enemy of the people -- you have to say that if then he's elected president again, what happens to facebook? that's the risk. but i would push back and say, ...