Bloomberg: Bloomberg Technology
4/26/2024 3:58pm
... what can you get from that? google outperforms. microsoft outperforms. that is it for bloomberg technology. ed: check out the pod. when you own a small business every second counts. 120 seconds to add the finishing touches. ...
Bloomberg: Bloomberg Technology
4/26/2024 3:22pm
... shareholder friendly her stance than we have seen from google historically. ed: hilary, do you believe now through the lens of alphabet and microsoft's earnings that corporate america is spending on ...
Bloomberg: Bloomberg Technology
4/26/2024 3:20pm
... indeed it is. thank you for having me. google is well known for having a strong presence among startups, tech companies. they have among the best ai assets around historically. they are going to benefit from ...
Bloomberg: Bloomberg Technology
4/26/2024 3:03pm
... google driven by all the investment around ai. that is later in the program, but we start with semi conductors. caroline: let's dig in on all things intel. ian king was discussing with the business. ...
Bloomberg: Bloomberg Technology
4/26/2024 3:01pm
... this is bloomberg technology. caroline: intel slides amid tepid forecasts. we will discuss all of that with the ceo. ed: microsoft and google post strong results. caroline: jeff bezos and andy ...
Bloomberg: Bloomberg Markets
4/26/2024 2:06pm
... mandeep: in the case of meta, they didn't lay out how they will use the capex. in the case of amazon and google, you can see how the ads to cloud growth. you can build a waterfall model where you can see the revenue proportional to the gpu's that ...
Bloomberg: Bloomberg Markets
4/26/2024 2:05pm
... big gains reviving this benchmark. it seems like the common thread in addition to ai was the cloud. mandeep: it was. i think that cloud clearly for alphabet was heading in the right direction, given that we have seen somewhat of a muted cloud growth for aws and google ...
Bloomberg: Bloomberg Surveillance
4/26/2024 12:04pm
... repeating, their market cap last night gained $250 billion. that is more than mcdonald's. they tech a mcdonald's onto google. on top of that we saw from microsoft an implied $150 billion move. ...
Bloomberg: Bloomberg Surveillance
4/26/2024 11:42am
... having a dividend attracts more long-term shareholders. different kind of shareholders . the yield is less than 1%. it is not like they are up there with other sectors. jonathan: think about the companies that are so big now. what is google doing owning waym ...
Bloomberg: Bloomberg Surveillance
4/26/2024 11:41am
... can be bought by let's say google. google doesn't have its own social media -- youtube is as close as they come. maybe that's a potential acquisition of the regulators let it happen. i don't think that will fly. lisa: that is what i was going ...
Bloomberg: Bloomberg Surveillance
4/26/2024 11:41am
... tech names he's watching acquisitions. elective google and microsoft will amp up that engine. i don't know about amazon. they have done that quite a bit. do you see that as possible given the environment we are in? mandeep: very unlikely, unless tiktok, which is up for sale, ...
Bloomberg: Bloomberg Surveillance
4/26/2024 11:39am
... they don't have the chinese advertiser exposure that we are talking about with meta and to any stent with google. amazon does not have any that. it's all the small businesses that advertise on amazon. the ad side may be better but ...
Bloomberg: Bloomberg Surveillance
4/26/2024 11:39am
... the profit driver for amazon? mandeep: it's another 50 billion dollar business amazon has been able to curate over the last for years. they made it quite well given what we saw from meta and google search. amazon is quite formidable with their own search. ...
Bloomberg: Bloomberg Surveillance
4/26/2024 11:38am
... share from aws of amazon? mandeep: on the cloud side given the numbers we saw from microsoft with 31% azure growth and google growing 20%, amazon has a $97 billion run rate and cloud. the larger cloud player. ...
Bloomberg: Bloomberg Surveillance
4/26/2024 11:36am
... $100 billion combined businesses. you could give it a trillion dollar market cap for those two businesses. search. for a company like google, a $200 billion business they can ...
Bloomberg: Bloomberg Surveillance
4/26/2024 11:23am
... the retaliation has already occurred. china has been harassing u.s. tech companies with google, facebook. they don't really compete if they are in there at all on a level playing field. there's a thing -- for other big _ ...
Bloomberg: Bloomberg Surveillance
4/26/2024 10:21am
... consolidation we are seeing in the likes of google and microsoft. what consolidation do you think will be allowed and is feasible with these tech giants? if you look at microsoft they are free as a bird because everything in the 90's from an ...
Bloomberg: Bloomberg Surveillance
4/26/2024 10:20am
... from an ai perspective. if you look at google and amazon they were behind dell and microsoft which were top of the mountain but i think we will hear good things from a cloud perspective. some of the ai initiatives i think they will be more ...
Bloomberg: Bloomberg Surveillance
4/26/2024 10:20am
... tech is created equal. is the benefit of google and microsoft to the detriment of amazon struggling to keep up with their u.s. offering. i think chassis has started to get them on the right track ...
Bloomberg: Bloomberg Surveillance
4/26/2024 10:19am
... 1980's rock star but they are spending on ai. microsoft is getting that google, amazon. our view is that's good money. you want to see them spend on ai. but it just speaks to where all ...
Bloomberg: Bloomberg Surveillance
4/26/2024 10:18am
... seeing between microsoft and google is everyone is spending more on capex acts which is going to all day -- ai data center. we are not seeing money wasted, we are seeing these companies making money early on because ...
Bloomberg: Bloomberg Surveillance
4/26/2024 10:02am
... customers because of artificial intelligence. for google it was a watershed moment because they were showing they could monetize and grow with their cloud services. jonathan: they've had some big challenges in the first quarter. maybe there was a big threat to ...
Bloomberg: Bloomberg Surveillance
4/26/2024 10:01am
... gain 11%. it's another for it to be google. those what $400 billion combined. that's almost equal to walmart. it's basically to mcdonald's. ...
Bloomberg: Bloomberg Daybreak Europe
4/26/2024 5:36am
... is evolving and what these three tech giants are telling us about the direction of travel when it comes to artificial intelligence. sure, good question. just cast your mind -- your mind back on alphabet or google. this made the headlines close to ...
Bloomberg: Bloomberg Daybreak Asia
4/26/2024 0:55am
... let's take a look at how we are doing for futures. it was a very good day for some of the big u.s. tech names. microsoft and google both performing pretty strongly. we've got s&p futures better to ...
Bloomberg: Bloomberg Daybreak Australia
4/25/2024 11:28pm
... territory. of course we might see tech stocks get a bit of a bump after really good numbers out of alphabet and google. we might hear words from the we might hear words from the future of bond people couldn't see my potential. ...
Bloomberg: Bloomberg Daybreak Australia
4/25/2024 11:23pm
... microsoft is around 30% cloud growth. i'm looking for google and aws to start to share a little more data and give us more visibility . but i love that microsoft came ...
Bloomberg: Bloomberg Daybreak Australia
4/25/2024 11:22pm
... you could argue building it in-house was the approach google took and all of them are doing this democratizing activity whether it's anthropic or o'hare. they are all tied to many different bets like chipmakers. ...
Bloomberg: Bloomberg Daybreak Australia
4/25/2024 11:22pm
... google did not become the primary search engine overnight. are we perhaps going to see something similar with chatgpt and openai? i think microsoft made a really good bet with openai. ...
Bloomberg: Bloomberg Daybreak Australia
4/25/2024 11:21pm
... revenue away from search. that's a little concerning to me. having said that, i thought when microsoft had being with chet dbt that it -- chatgpt, that it would make a dent in google, but it seems like it's really ...
Bloomberg: Bloomberg Daybreak Australia
4/25/2024 11:21pm
... company has just started to hit that perfect inflection. google was a little behind the curve in the first wave of cloud. microsoft and a ws got off to a faster start. now you are seeing that pedigree google had in ai starting to ...
Bloomberg: Bloomberg Daybreak Australia
4/25/2024 11:20pm
... like? i like google a lot here despite the fact that there are concerns. there is going to need to be substantial investment. compared to mental, more investment has been made. for google, it's been a multi-decade investment in the ...
Bloomberg: Bloomberg Daybreak Australia
4/25/2024 11:19pm
... investor say it's time to take risk off the table. you look at the growth of azure and google cloud, eye watering numbers. you listen to ruth at google talking about expanding the company's margin and driving ...
Bloomberg: Bloomberg Daybreak Australia
4/25/2024 11:19pm
... a particular result. we needed a strong google and strong microsoft to come through and show that this ai exuberance is also built on real data and real numbers. right now there are a lot of macro factors that might make an ...
Bloomberg: Bloomberg Daybreak Australia
4/25/2024 11:18pm
... next guest, daniel newman is the ceo of the futurum group. we want to start off with the goods in that story, strong results from microsoft and google. the triple q etf that tracks the ...
Bloomberg: Bloomberg Daybreak Australia
4/25/2024 11:08pm
... some of the march on google when it comes to search in terms of being search engine for example, it would be a huge advantage for microsoft. paul: it's not been all champagne corks for the tech earnings. let's talk about intel. ...
Bloomberg: Bloomberg Daybreak Australia
4/25/2024 11:08pm
... ai story. do they believe you are weaving ai into core products including search? microsoft has been a huge laggard behind google in search. if microsoft can start to steal ...
Bloomberg: Bloomberg Daybreak Australia
4/25/2024 11:06pm
... plus similar to what julia was talking about with google, you have the cloud offering. azure is a big cloud services provider. as the ai boon gains attraction, ...
Bloomberg: Bloomberg Markets
4/25/2024 4:03pm
... that may be the case for alphabet. google has an unusual circumstance relative to some of these other big tech companies. solid revenue growth over the last few quarters but into this ...
Bloomberg: Bloomberg Markets
4/25/2024 4:03pm
... tesla is coming off of its bottom after a little bit of hope around the cheap ev. my point is meta's price to perfection, coming back to earth but what's ahead for microsoft and google because that result or meta, really weighing on both ...
Bloomberg: Bloomberg Markets
4/25/2024 4:02pm
... investors did not get that so you can see the plunge. below in yellow and green, microsoft and google. microsoft up about 5% and google up about 11%. ...
Bloomberg: Bloomberg Technology
4/25/2024 3:56pm
... google is the least shareholder friendly company of anyone in tech and there's simple things they can do to get the stock higher. have an analyst day, talk about ai, they're the only company ...
Bloomberg: Bloomberg Technology
4/25/2024 3:18pm
... we also have an open platform where we integrate with meta and we integrate with google and microsoft and all of the other market-leading companies out there should the customer want to reach into large language models. and we teamed up with nvidia ...
Bloomberg: Bloomberg Technology
4/25/2024 3:08pm
... there is a lot happening at once in the markets as well. microsoft and google reporting after the bell. those are pretty significant declines in the idea is we are worried on the back of meda's earnings, that all of this spend ...
Bloomberg: Bloomberg Surveillance
4/25/2024 12:02pm
... you hear this efficiency discussion from certain companies that are talking about reducing costs in order to support revenues that are coming in lower. when it comes to elon musk, they are spending on taxes and the promise of it is just fine. with google and with microsoft, ...
Bloomberg: Bloomberg Surveillance
4/25/2024 12:02pm
... has when it comes to his prognostications. for microsoft and google, it seems like the bar is equal weight. you have had gains but these have been the darlings of the ai trade and they have the chance to really deliver on that and show the application. jonathan: meda has been the ...
Bloomberg: Bloomberg Surveillance
4/25/2024 10:20am
... more than expected in artificial intelligence, the facebook parent revenue forecast fell short of s emits, looking ahead to microsoft and google after the close later. mandeep singh joins us now. if i said to you at this time ...
Bloomberg: Bloomberg Daybreak Australia
4/24/2024 11:37pm
... paul: we will have to leave it there. thank you so much for joining us with your insights. tom is research director at counterpart, joining us from seoul. a chinese ai development backed by google on its hong kong ...
Bloomberg: Bloomberg Markets
4/24/2024 4:26pm
... and google in the coming days, coming up we will go into the private credit role. craig packer is going to join us on the growth of private credit and address if he is seeing potential stresses ahead. ...
Bloomberg: Bloomberg Markets
4/24/2024 4:03pm
... just meta reporting. tomorrow, microsoft and google, down. alphabet, i should say. down. we will be watching these reports for growth on stimulus and in the economy with the ai factor. ...
Bloomberg: Bloomberg Technology
4/24/2024 3:38pm
... value of growth, the forward multiples. ai has enabled us to oversee it. microsoft's open and is exonerating -- openai is accelerating. google's is accelerating. ...
Bloomberg: Bloomberg Technology
4/24/2024 3:37pm
... higher interest rates or concerns about elections. you have geopolitical issues around the world. right now ai has been the propeller of the industry. nvidia's numbers will create more concern than even these but if microsoft and google have a ...
Bloomberg: Bloomberg Technology
4/24/2024 3:36pm
... having said that, u.s. about the microsoft and google. they are the fastest-growing clouds and i expected to continue. google came off of really positive cloud. dear vertically integrating. ...
Bloomberg: Bloomberg Technology
4/24/2024 3:35pm
... stop. we will be asking that question about nvidia later this quarter as well. caroline: such a huge market capitalization increase, can they live up to it? we did hear ed mentioned microsoft and google, alphabet. both are cloud names. i want to look at the cloud name ...
Bloomberg: Bloomberg Technology
4/24/2024 3:33pm
... hit on the call i will be looking for commentary around pricing growth from ai and impressions. it's a different ai story to microsoft, to google. that is next week. is there a commonality between ...
Bloomberg: Bloomberg Surveillance
4/24/2024 12:01pm
... we heard from tesla. later we hear from meta-. before this week is out, you will hear from the likes of google and microsoft. ...
Bloomberg: Bloomberg Surveillance
4/24/2024 11:12am
... jonathan: we appreciate your time this morning. later this afternoon, we will hear from meta and you will get google and microsoft next week and amazon and apple near the end of may. i think may 22. ...
Bloomberg: Bloomberg Surveillance
4/24/2024 10:54am
... in mind what really matters back to the what do people do in the advertising world, there is still a subjective choice about why you allocate more money to metaverse than google? jonathan: mark zuckerberg will ...
Bloomberg: Bloomberg Surveillance
4/24/2024 10:49am
... is a get out the popcorn moment for tech. you will see chips, ai revolution, enterprise, consumers, google, meta and others, i think this will be a flex the muscles moment for tech. my view is we sit here for-six ...
Bloomberg: Bloomberg Daybreak Europe
4/24/2024 5:51am
... but overall, china's probably down 20%. tom: sounds like a mountain to climb. i have no idea what that handbag is. i will have to google it. deborah aiken, thank you for breaking down those -- from kering. _ ...
Bloomberg: Bloomberg Daybreak Asia
4/24/2024 0:38am
... about $10 billion in u.s. ad revenue this year, assuming it does not get banned. that would still be incremental for both meta and google. there businesses are still much ...
Bloomberg: Bloomberg Daybreak Asia
4/24/2024 0:38am
... they are not exactly replacements. you can replicate the technology but not quite the culture and the user bases are somewhat different. tiktok is a smaller add player than meta and google but by no means small. we are expecting it to bring in ...
Bloomberg: Bloomberg Daybreak Asia
4/24/2024 0:38am
... beneficiaries would be meta and google, both in terms of users and ad dollars, because of instagram reels and youtube shorts. they are the most natural fit for displaced tiktok users. ...
Bloomberg: Bloomberg Markets
4/23/2024 4:35pm
... broadening of growth drivers, i think what we will see from google in this quarter and over the coming quarters is durable growth. you will see improvements in profitability and i think the perception around the value of this company and its strategic ...
Bloomberg: Bloomberg Markets
4/23/2024 4:35pm
... we continue to like google. there is a lot of focus on the competitive dynamics in search in terms of what microsoft and chatgpt can do. we are seeing that google is transforming search yet again. ...
Bloomberg: Bloomberg Technology
4/23/2024 3:51pm
... tv's.' the company also talked about the need to cancel video from smartphones to bigger tv screens , a move that of course google and amazon have made in recent months as well. caroline: let's take on all things elon musk for a moment. it is time for tesla earnings ...
Bloomberg: Bloomberg Technology
4/23/2024 3:08pm
... little bit of another sort of selloff in the market. we saw it last week and a half, ever since the inflation print. i think we do need to see a lot of these larger names, microsoft, amazon, google, meta. ...
Bloomberg: Bloomberg Surveillance
4/23/2024 11:07am
... get exposure, i think people are still missing the inflection point we have hit from the last 10 to 15 years of software and capital light basically being all the rage. the about google. google started with $100 million and 1000 employees and has ...
Bloomberg: Bloomberg Daybreak Asia
4/23/2024 0:47am
... 2022. ftc says google change conduct and has promised to give yahoo japan access to the tech. saudi aramco bought a 10% stake ...
Bloomberg: Bloomberg Daybreak Asia
4/23/2024 0:47am
... managers by the end-of-the-year. that is up from the current 100. the bank is expanding overseas as china looks to diversify wealth. the trade commission says google ...
Bloomberg: Bloomberg Technology
4/22/2024 3:30pm
... google, openai, and meta. consider powering it -- instead of pounding it on cloud-based servers, it will function on the iphone itself, using the on-device software and other chips. that makes it quicker, more ...
Bloomberg: Bloomberg Technology
4/22/2024 3:26pm
... than anticipated debut of the game to draw in new users. japan's under trust regulator has its eyes on google after his has the tech chinese used tactics that limited yahoo! ...
Bloomberg: Bloomberg Surveillance
4/22/2024 11:55am
... data. a lot of the large language models have pre-trained data. when it comes to live searches, you have to use google or bing. and google is much better. everyone realizes llm is not the ...
Bloomberg: Bloomberg Surveillance
4/22/2024 11:54am
... software or hardware, that it will become a problem. jonathan: google changing perceptions. how have they done that? gemini was a disaster. may putting ideology before fax. ...
Bloomberg: Bloomberg Surveillance
4/22/2024 11:54am
... everyone is doing, apple app store and google store has to do the same, that is eating into their take rate. if things are happening along those lines where they cannot even have control on their ...
Bloomberg: Bloomberg Surveillance
4/22/2024 11:53am
... distracted because you were talking about the two buckets of tech names but it seems that we are looking at three. microsoft, google, and nvidia. is there a new moniker? right now we can say the ...
Bloomberg: Bloomberg Surveillance
4/22/2024 11:47am
... looking low momentum names have actually outperformed high momentum in the last week. jonathan: mag seven earnings ticking off this week. tesla tomorrow followed by meta and google on thursday. ...
Bloomberg: Bloomberg Surveillance
4/22/2024 11:01am
... get your trading week begins right now. let's go straight to the calendar again. microsoft and google on ...
Bloomberg: Bloomberg Surveillance
4/22/2024 10:01am
... six-day losing streak, can we break that? positive by 0.5%. it is all about the calendar this week, all about the tech earnings. tuesday, tomorrow, tesla. wednesday, meta. thursday, google and microsoft. ...
Bloomberg: Bloomberg Technology
4/19/2024 3:12pm
... keep pace with similar technologies from companies like openai and google. follow, -- finally, apollo and sony are considering a joint offer for paramount global, holding discussions about ...
Bloomberg: Bloomberg Technology
4/18/2024 3:17pm
... this could continue on for many more months. ed: we showed google's full response and communication at the top of the segment and you can read the story and see it in writing for yourself. thank you. coming up, cisco says is the ...
Bloomberg: Bloomberg Technology
4/18/2024 3:16pm
... contemporaneously and is there any sense these strikes or sit ins will continue or this is the end of it? davey: it's hard to say google sent a strongly worded message ...
Bloomberg: Bloomberg Technology
4/18/2024 3:16pm
... of workplace activism anymore. ed: you talked about how the workforce has been galvanized. you know in the final paragraph of your report despite the response from google many employees feel they are getting support, is that happening ...
Bloomberg: Bloomberg Technology
4/18/2024 3:16pm
... protest, there was another issue and this has emerged as a particularly sensitive flashpoint for google, of this particular issue with israel and the company appears to be sending a message that they are not going to tolerate this kind ...
Bloomberg: Bloomberg Technology
4/18/2024 3:15pm
... the founding culture of google has been to foster this sense of open debate and employees are encouraged to speak up about anything having to do with work. ...
Bloomberg: Bloomberg Technology
4/18/2024 3:15pm
... by the eu and united states. i'm interested in is this a tone shift in any way from the very leadership of alphabet and google? sundar pichai, how much has he had to weigh in here and decide what it is? davey: it is a shift in tone may ...
Bloomberg: Bloomberg Technology
4/18/2024 3:13pm
... purpose. there has been prior reporting that the services the israeli government uses is on their own instance of google cloud and so from that perspective, employees ...
Bloomberg: Bloomberg Technology
4/18/2024 3:11pm
... seattle and were led by the no tech for apartheid organization. google said physically impeding other employees work and preventing them from accessing our facilities is a clear violation of our policies and completely unacceptable ...
Bloomberg: Bloomberg Technology
4/18/2024 3:11pm
... following pre-google has fired 28 employees after they were involved in protests against a joint contract with amazon to provide the israeli government and military ain cloud services. the protests took played across google offices in new york and ...
Bloomberg: Bloomberg Technology
4/18/2024 3:10pm
... with a 2% increase in the first quarter driven by strong progress in the food delivery international segment. the london-based company kept its guidance for the year and changed. caroline: another story they are ...
Bloomberg: Bloomberg Technology
4/18/2024 3:02pm
... parent of google. they have been down earlier in the session. very shortly in the program we find out about these jobs with the firing as result. a lot of interest in that story. ...
Bloomberg: Bloomberg Technology
4/18/2024 3:01pm
... outlook for ship market expansion. google fires 28 employees after they were involved in protests against project nimbus provide israel's government and military with ai services. caroline: cisco's plan for keeping ai system safe from ...
Bloomberg: Bloomberg Markets
4/18/2024 3:00pm
... profit but scales back its outlook for ship market expansion. google fires 28 employees after they were involved in protests against project nimbus ...
Bloomberg: Bloomberg Surveillance
4/18/2024 11:44am
... advice -- don't use this and see a doctor. jonathan: good advice. lisa: all of us have used google, dr. google? jonathan: i have pretty much every single symptom. lisa: 100% you have cancer. jonathan: next, thanks ...
Bloomberg: Bloomberg Surveillance
4/18/2024 10:45am
... number of google offices. protesters in new york and california staged a nearly 10 hours sit in with others by committing the action -- documenting the action. jonathan: up next, the path to 2%. ...
Bloomberg: Bloomberg Surveillance
4/18/2024 10:45am
... google has fired 28 employees for protests against a $1.2 billion joint contract with amazon. it provides the is really government with cloud and ai services. the protest took place in a ...
Bloomberg: Bloomberg Daybreak Asia
4/18/2024 0:38am
... ai. i'm here in san francisco surrounded by startups and companies working on ai. the biggest companies in the world like microsoft and amazon and google trying to catch up on ai, trying to get to the cutting edge. everything is about ai. then we get the numbers from ...
Bloomberg: Bloomberg Technology
4/17/2024 3:20pm
... nvidia, microsoft, google, facebook. we will be interested in who within this ai segment will be profiting from ai? the provider of ai tools or ...
Bloomberg: Bloomberg Surveillance
4/17/2024 12:09pm
... we have lived with 5% inflation quite well. lisa: is not problematic for google or microsoft but it is problematic for smaller companies struggling with highly leveraged balance sheets. at what point does that become a problem for the broader market ...
Bloomberg: Bloomberg Markets Asia
4/17/2024 3:49am
... that's the big challenge. right now, google has a monopoly situation in india. when it comes to digital advertising. it's already at about $10 ...