CNBC: Mad Money
5/3/2024 10:44pm
... takes 17 times more power and more energy intensive than a google search. think of that for one second. one chatgpt discussion the 17 ...
CNBC: Fast Money
5/3/2024 9:17pm
... meaningful upgrade iphone cycle? one of the things we put in our note, there was a research paper published about a month or so ago, talking about smaller models, uses partnerships, you know, others have highlighted google, but, you know, we think ...
CNBC: Fast Money
5/3/2024 9:09pm
... when you say you want to google something, it's become the same word as search, right? hey, siri, melissa thinking ...
CNBC: Fast Money
5/3/2024 9:05pm
... i thinks it's they'll leverage the work of other companies, and the thing that's beneficial to apple that i don't think a lot of tech companies have, they have trust with their customers in a way that google doesn't. ...
CNBC: Closing Bell
5/3/2024 7:05pm
... investing. look at the r&d. they spend $31 billion in r&d this year. how much does microsoft spend? $31 billion. how much does google spend? $35 billion. to say they aren't innovating i think is not necessarily seeing the forest through the trees. ...
CNBC: The Exchange
5/3/2024 5:23pm
... which is fantastic for shareholders today. but google, alphabet, capex up 5%. like, these generative ai ...
CNBC: Fast Money Halftime Report
5/3/2024 4:16pm
... will be. if you look at the big tech buybacks and the new authorizations -- so it's 110 billion from apple. google is 70 billion. that's a new authorization, ...
CNBC: Squawk on the Street
5/3/2024 1:46pm
... mentioned the closing arguments took place in the google antitrust trial. yeah, because it wasn't -- it's going to be a while until the judge rules. it's not the big one. no, it's not, but it's not unimportant. no, it's not unimportant at all. and i want to see the tenor of ...
CNBC: Squawk on the Street
5/3/2024 1:32pm
... now people think that what google has is very good. so, with gemini, you ean? terms of competing -- this meta product is really great. i'm on it every day. what product are you referring to? go to whatsapp and call it up. it's so good. ...
CNBC: Squawk Box
5/3/2024 12:11pm
... get estimates down per when they originally gave guidance to now. looks like they got to the numbers, but those are the pieces within that. remember, there is pressure on the services side and we've got this government lawsuit going on. we'll see if they have to unbundle what google pays to ...
CNBC: Squawk Box
5/3/2024 12:03pm
... could be limited. not to mention evs drawing up on the grid, too. absolutely. what type of expenditures would it take to keep up with all that? i don't know. look at q1 for meta and google, ...
CNBC: Squawk Box
5/3/2024 10:21am
... what google employees were agitating for here? no, that's against the core business. in a country like this right now, michal, it is either 49/49 with two in the middle. ...
CNBC: Squawk Box
5/3/2024 10:20am
... mission creep literally and figu figuratively. it is a mission. what started in silicon valley companies with the values and big mission statements. google, don't be evil and do the ...
CNBC: Squawk Box
5/3/2024 10:18am
... google and meta. that is actually more of the position of a lot of silicon valley companies. do you remember a moment two or three years ago after the murder of george floyd where ...
CNBC: Worldwide Exchange
5/3/2024 9:54am
... with google given the size of the cash flow and data. it is strange that nobody is trying to cut the billions of profit that google is making. stocks poised to move higher. futures hitting the highs a short time ago thanks to apple. ...
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: Mad Money
5/2/2024 10:32pm
... guy malenkov who's in there trying to get the right guy. the bad news is the shoes never stop dropping. imelda marcos. you can google that. a lot of shoes birkenstock factory. i don't know and i keep worrying every time i ...
CNBC: Fast Money
5/2/2024 9:17pm
... announce something, you know i would say google has had -- hasn't had the puck sixie dust valuation, despite having the goods. i mean, this is a different valuation than google, i think -- or -- i'd rather have _ ...
CNBC: Power Lunch
5/2/2024 6:36pm
... helping a lot of travelers answer a lot of questions and getting a lot of satisfaction. can i take it to microsoft and google much more coming up in 'overtime' on that. were these typically current customers that are using aws in new ways, or are they able to ...
CNBC: Power Lunch
5/2/2024 6:14pm
... it's really difficult to say what exactly could be applied. there could be an opening up of some of the amglgorithms and technology google uses for the better experience. they say, we're better, that's why people use it. ...
CNBC: Power Lunch
5/2/2024 6:14pm
... to be brought between now and the end of the year, as well. all right daniel, let me conclude. quick answer here. if the judge, and this is a judge trial, not a jury trial, if the judge sides with the government here, what is the -- what are the potential remedies that he could apply to google? ...
CNBC: Power Lunch
5/2/2024 6:13pm
... doj rules against google in this case, guys. cupertino is definitely watching the goings on in washington closely here. eamon, i want to turn to you i'm curious how this google case, which is the first of its kind and kind of the big tech monopoly of this current era, ...
CNBC: Power Lunch
5/2/2024 6:12pm
... whatever a.i. announcements they have, the a.i. powered theory or search they have can augment or replace google at the same time, we're hearing reports that they're working on another deal with google on the a.i. front, and whether or not that deal can be at risk if the ...
CNBC: Power Lunch
5/2/2024 6:12pm
... one bright spot right now that everyone is pointing to at apple because of its wealthy user base, because it has over 2 billion devices out there that give them chances to charge for services but without that $20 billion from google, what does that look like does that mean, you know, ...
CNBC: Power Lunch
5/2/2024 6:12pm
... case is that deal that google has with apple has to be weakened or go away or, in some other capacity, that means apple has to find a different way to make up for that lost revenue that it is doing in its services business i just mentioned services as the ...
CNBC: Power Lunch
5/2/2024 6:12pm
... here, they get $20 billion a year, at least that was the number in 2022, straight from google that's all tied to how many people are searching on their phones using google as the default search engine. the remedy, if google is guilty, and one of the remedies of the ...
CNBC: Power Lunch
5/2/2024 6:11pm
... intelligence providers steve kovac, jump in with your perspective on this google case. reporter: yeah. i'm going to throw it right back into how it applies to apple the company right behind me ...
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 6:10pm
... hang around we're going to bring back daniel newman and steve kovac for reaction daniel, i wonder whether you'd say this google case has lost a little juice because search, the way google made search, isn't the future of search ...
CNBC: Power Lunch
5/2/2024 6:09pm
... meta saying, wait a second, that is beyond what the normal person would think of a competitor to google mehta saying that there hasn't been real competition for these s slots, these exclusive slots for 10, 15 years, suggesting he sees ...
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: Power Lunch
5/2/2024 6:09pm
... justice to get him to conclude that google has not innovated enough over the past ten years also some skeptical questions, though, for the google side or some skeptical statements anyway for the google side. mehta saying, i don't think the average person would look at ...
CNBC: Power Lunch
5/2/2024 6:08pm
... the department of justice side he says, look, search today looks a lot different than it did in the past. a lot of that is due to google, isn't it suggesting that google has been innovating in search, despite sort of the assertion of the government he also says it seems a hard road for the ...
CNBC: Power Lunch
5/2/2024 6:08pm
... apple platforms. is that anti-competitive conduct, or is it simply, as google would say, smart business we're watching what mehta says couple of red-hot questions for the department of justice side right out of the gate. mehta a little skeptical with ...
CNBC: Power Lunch
5/2/2024 6:08pm
... ten weeks of the trial we don't expect a decision until later in the summer, but everyone is watching today to see what questions mehta is asking the core of the case comes down to the tens of billions of dollars that google is paying to be the default search engine on a lot of platforms, especially ...
CNBC: Power Lunch
5/2/2024 6:07pm
... tyler. this is closing arguments today and tomorrow in the doj antitrust case against google. this is the last opportunity for both teams of lawyers to make their case to the judge who has been pri esiding over the previu ...
CNBC: Power Lunch
5/2/2024 6:07pm
... we want to move on now to the next tech topic of the day the justice department's case against google. eamon javers has the story for us from washington as this case may come to a crescendo very soon reporter: that's right, ...
CNBC: Power Lunch
5/2/2024 6:05pm
... i'm looking at microsoft, looking at google, nvidia. even amd showed great results, growing their mi300 product. qualcomm is showing compelling opportunities on the edge with a.i. i'm not putting a dollar into apple right now. if you are seeking tech ...
CNBC: Power Lunch
5/2/2024 6:04pm
... the trends and have been for some time. they've gotten away with it for quite a long while so all of a sudden, they're saying, what is the a.i. str strategy do they have one turning to google, to openai is that the best apple can do? ...
CNBC: The Exchange
5/2/2024 5:51pm
... hallucinations and misinformation but it is a race here. google is trying to balance that responsibility with being bold while the regulators are already looking at it. by using the ai tools, we're giving all these companies more information by which to tame ...
CNBC: The Exchange
5/2/2024 5:50pm
... do around the same thing you don't necessarily need the most advanced version. then you look at something like distribution nobody really comes near google, right? everyone uses google search many, many times a day, billions of users what does it do with that distribution can it leverage that to ...
CNBC: The Exchange
5/2/2024 5:49pm
... trial. that google paid apple $20 billion to be its default search engine in 2022 so even as the doj looks at google's search dominance, that could impact google's position in the next phase, which is gen ...
CNBC: The Exchange
5/2/2024 5:49pm
... microsoft made such a large investment in openai is it felt threatened by google's lead in generative ai. a report said that apple is working on an ai enabled safari browser. that could be in response to another finding from the doj ...
CNBC: The Exchange
5/2/2024 5:49pm
... chat bots that are available to consumers. while google's search generative experience sge, it remains in beta mode. the company talks about moving boldly yet responsibly a big part of the reason ...
CNBC: The Exchange
5/2/2024 5:48pm
... those, but they lost momentum in the market it's still too early to tell if that's true for google, but the fear is the same could be true of google and generative ai. and it's been hesitating or second guessing itself take a look. these are just a handful of the ...
CNBC: The Exchange
5/2/2024 5:48pm
... today. they're important, but the ruling is weeks or months away that may ultimately matter less than the damage potentially already done to google's market position if you take the examples of microsoft and the anti-trust trials in the past, they won ...
CNBC: The Exchange
5/2/2024 5:48pm
... welcome back closing arguments in the landmark anti-trust trial between the justice department and google started today the doj accusing google of abusing its power to maintain a monopoly in the business of search engines ...
CNBC: The Exchange
5/2/2024 5:44pm
... close arguments in the government's anti-trust suit against google started today it could be months before we get a decision, but the case might be having a big impact on the search giant that story is next by the way, berkshire hathaway, have you heard of it ...
CNBC: Fast Money Halftime Report
5/2/2024 4:45pm
... we still think it's waning. we would rather buy more apple and google with any kind of shares with respect to buying in energy think about this, the whole energy sector is 3% of the s&p that's half of the size of ...
CNBC: Fast Money Halftime Report
5/2/2024 4:16pm
... google to apple and effectively free money that is at risk now forcing apple to kind of rethink that kind of dynamic as far as search goes. look, we're going to have to get through this quarter, get through the june quarter, and ...
CNBC: Fast Money Halftime Report
5/2/2024 4:16pm
... strong tail winds there especially with the app store. some concerns there, the doj case against google. they're doing closing arguments today and tomorrow that puts the threat to search deal the two companies have, that's $20 billion per year from ...
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: Squawk on the Street
5/2/2024 1:48pm
... that was during the period -- the dark days of google where you never knew what they were up to now, google is very transparent. remember, you were like, what's g google doing they have two health care departments. meanwhile, trying to hold on ...
CNBC: Squawk on the Street
5/2/2024 1:32pm
... very significant way of generative a.i. on the next iphone will it bring a wave of upgrades can it be -- that seems to be the enthusiasm can it be self-styled do they have to rely on a google, or do they have to ...
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 10:37am
... and things from the very early 2000s in terms of technology it really is a to tal tran transformation based on a.i. that is what google would say. the government would say in ...
CNBC: Squawk Box
5/2/2024 10:36am
... choose to use google thebecause they have the best search engine and not strangle thing the competition. that is what eddie said during trial. the department of justice should argue that google maintained the ...
CNBC: Squawk Box
5/2/2024 10:35am
... apple's eddie qu and satya nadella among others court opens at 9:00 this morning. i think you can expect the google attorneys to argue they operate in a fiercely ...
CNBC: Squawk Box
5/2/2024 10:35am
... pfizer and moderna since the pandemic ended that is true. meantime, closing arguments today in the government's anti-trust case against google let's get to eamon javers in washington with the latest on that case, eamon ...
CNBC: Squawk Box
5/2/2024 10:30am
... this, closing arguments begin today in google's anti-trust trial. and new york mayor eric adams will be on the program and we will talk about the college ...
CNBC: Worldwide Exchange
5/2/2024 9:46am
... capital returns program. google put out $70 billion of additional buybacks. apple needs to hit that or more. maybe $90 billion. jason looking for buybacks. thank you. coming up here on 'worldwide exchange,' breaking news on ...
CNBC: Worldwide Exchange
5/2/2024 9:44am
... mega tech companies which have not articulated an a.i. strategy tim cook says things are coming. investors want to know they bought darwin a.i. in march. they may partner with google with gemini. ...
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: The Exchange
5/1/2024 5:44pm
... cnbc.com's jennifer alias. as part of the unit's reorganization, google will move some of the positions to india and mexico the layoffs happened just ahead ...
CNBC: The Exchange
5/1/2024 5:43pm
... carbon foot print is a good thing. thank you, my friend we've got a quick news alert on google. the tech giant laying off at least 200 employees from its core organization. that's according to a scoop from ...
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: Squawk Box
5/1/2024 11:54am
... i think it's very important that the remedy be forward-looking. if they come out of this case and just say, hey, google, stop paying apple $20 billion a year. that's a favor to google they need to think not about -- okay looking backwards. _ ...
CNBC: Squawk Box
5/1/2024 11:54am
... talk quickly about a google antitrust case what should we be watching word on the street, obviously my friends are mostly enforcement people, think google's going to lose the case. the question is starting to become remedies. i don't know for sure. ...
CNBC: Squawk Box
5/1/2024 11:51am
... then the challenge is really for your viewers figuring how to do this kind of deal. divest a pretty complicated asset. do you think it's possible? i'm not an expert on complications -- there are different ways to go about this. you say google, meta and oracle ...
CNBC: Squawk Box
5/1/2024 11:49am
... one on search and one on google's advertising business. joining us to talk about this and much more with the tiktok ban that is proposed as well is tim wu, he's columbia law school professor and former adviser to president biden on tech and competition policy and, tim, i'm ...
CNBC: Squawk Box
5/1/2024 11:49am
... e*trade from morgan stanley. all right, welcome back, everybody. closing arguments for the department of justice antitrust case against google are expected this week. it is one of two separate antitrust lawsuits that the tech giant is facing this year. ...
CNBC: Squawk Box
5/1/2024 11:45am
... inflation and what it means for the markets. up next, the doj's antitrust case against google. we'll hear from president's former antitrust adviser on what to expect. we'll be right back. while an earnings tool helps you plan your trades and stay on top of the market. ...
CNBC: Squawk Box
5/1/2024 11:07am
... that's going to come in the form of quantum computing all the mag seven stocks that are reporting, i shouldn't say all of them, but the microsofts, google, they're winning on the a.i. trade, showing some momentum there and then on top of that, they're going to be ...
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 10:18am
... services to companies that are building models off aws and hosting it on aws. i think they see just as big an opportunity going forward as microsoft and google do. and so they're going to spend $60 billion likely given their ...
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
... the a.i. business is rivalling the businesses you're talking about. were they behind initially? i think they were behind relative to google and microsoft in particular. obviously those are the two ...
CNBC: Worldwide Exchange
5/1/2024 9:18am
... revenues? 24%. very good growth. a little below meta, above google, right in line -- almost in line with where pinterest was last night, for example. so growing very strongly. i think what i like on amazon's front is kind of two things. ...
CNBC: Worldwide Exchange
5/1/2024 9:17am
... google obviously got a big boost here after their report last week. but i think, you know, there's more yet to come here with amazon where, you know, we're really pointing people toward this is the situation where the operating income and ultimately ...
CNBC: Street Signs
5/1/2024 8:42am
... benefit from that. microsoft and google as well. we'll see how it develops. it will give investors immense confidence. charlie huggins, manager of the partnership wealth club. appreciate your time. it's a quiet day. ...
CNBC: Mad Money
4/30/2024 10:51pm
... diligence and foresight. is a digital platform really working? it absolutely is working. it is doing fantastically. jeff green is doing a remarkable job. a lot of people prefer to google. ...
CNBC: Fast Money
4/30/2024 9:26pm
... and when you see a price action like this, the market forgot about this as a stock. karen and i were talking preshow, they have an agreement with google, google is sending them ads on their platform, that's probably helping, as well, drive traffic, drive revenues, so, let's see where ...
CNBC: Fast Money
4/30/2024 9:13pm
... again, we put a premium on the business, because they are the number one vendor. they are the furthest ahead, if you combine microsoft and google together. they don't equal amazon's revenue. so, again, big premium in our ...
CNBC: Fast Money
4/30/2024 9:08pm
... that amazon can give you the profitability at a time when they're investing in their business, and i think, again, they have been investing, they haven't fallen asleep at the switch. i think google also. maybe the expectations were lowest for them, because they have stumbled a little bit, and to ...
CNBC: Fast Money
4/30/2024 9:07pm
... it up at a discount. now that we've seen all three of the quarters from microsoft, google, as well as soonlamaz, wh quarter was the best? i think it was google. ...
CNBC: Fast Money
4/30/2024 9:05pm
... already a microsoft beat, a google beat, when it came to the cloud revenue and here we are with an amazon beat on -- aws beat on cloud, so that was a big sigh of relief. what do you make of the move here? ...
CNBC: Fast Money
4/30/2024 9:04pm
... consistent with what we heard from microsoft and from google in terms of their cloud business and what this means, and it just -- i feel like this earnings season especially, i go back to that time when nvidia had the first blowout number and they guided to where demand was and the world woke up, ...
CNBC: Closing Bell
4/30/2024 7:56pm
... total revenues. they're hoping it goes as high as $5 billion eventually hitting 10 billion next year. the recent $140 billion in spending promises from microsoft, meda, google, is helping the ai demand narrative, especially as firms ...
CNBC: Closing Bell
4/30/2024 7:18pm
... percent in this quarter. there's a lot of things to like about google and i continue to own the stock for some of the upward potential here. guys, i appreciate it very much. the dance of the top he or, we ...
CNBC: Closing Bell
4/30/2024 7:18pm
... i see the default search engine, google being the default search engine and the opportunity that they have with their community and their user base, i continue to like google. again, there's a lot of leverage to pull here and they ...
CNBC: Closing Bell
4/30/2024 7:16pm
... we talked earlier about what google and microsoft delivered and, obviously, we're talking about amazon as they report after the bell. the print will be strong. there is follow-through going forward. as i mentioned earlier, they are in the early stage of some margin improvement. the retail business ...
CNBC: Closing Bell
4/30/2024 7:15pm
... i know we've had a rise in stocks, check yourself. meta-and google are trading a couple of turns higher. it's much longer and stronger sustainable earnings growth. i think their evaluations are ...
CNBC: Closing Bell
4/30/2024 7:12pm
... google cloud gave you acceleration too. they have to do at least 15% euro over year growth aws just to hold water. the market wants three things out of amazon this year. i think it will get it. material acceleration and aws growth, record high operation margins and record high companywide free cash ...
CNBC: Closing Bell
4/30/2024 7:10pm
... all right, so, jason, good to see you as well. how are you eeling here? look, stock is up 72% in the past year. there are those who say the bar is high and, maybe what happened last week with the earnings report from alphabet and microsoft raise the bar a little bit more. i would agree with that. i ...
CNBC: Closing Bell
4/30/2024 7:06pm
... which we wanted to bring you as soon as we possibly could. we have kate rooney. of course, i mentioned already, who's covering this earnings report after the bell was so much anticipation, kate, about it. what should we keep an eye out for most of all? yes, scott, so i think the ai story is key. he ...
CNBC: Closing Bell
4/30/2024 7:05pm
... heavily favored google for smart, savvy investors like dan. to be clear, he points out as well the third point returned 7.8% in the flexion fund during the first quarter, meta-, big contributor to that. he has that too. amazon, a big contributor to that as well as microsoft and, by the way, he also ...
CNBC: Closing Bell
4/30/2024 7:05pm
... so, they weren't late to the party. i think the party got started and they got maybe a bit of a cake and they got it and i think this fired up google a little bit. i think all of that set up is correct. i like google here. now the risk reward is even stephen. earlier this year, it ...
CNBC: Closing Bell
4/30/2024 7:04pm
... true. it's possible that google gets is intermediated. i understand the various concerns on google. they have this extremely strong dominant position, nothing could up and that unless you added technology shift. genai potentially is a technology shift. it is that google has been investing in genai, ...
CNBC: Closing Bell
4/30/2024 7:04pm
... simply created an attractive entry point for a longer-term investor that google stands to benefit from the megatrend of ai. megatrend is the word he uses and that search is going to be ...