Geopolitics and what is happening in gaza and israel and what is happening in ukraine and russia and the economy as so much more. We will bring you all of that conversation ahead over the next three hours. Well be showing you pieces of that interview all morning long. Andrew, your biggest take away the biggest thing you think will be most important for the markets or investors watching with us . You know, we got into the conversation which we will show you in the 7 00 hour with the euro it is likely the ecb will move ahead of the fed and that will weaken the euro. There are a lot of take aways how he is thinking about politics and we talk about the issues with china and we mentioned tiktok i mentioned that in new caldonia, where there are riots taking place, they shutdown tiktok he had pointed words with how the United States is thinking about china as an enemy or frenemy. There will be pieces of this that folks will be watching. The euro is down 2. 5 on the year just on those concerns
Cloud revenue is pressuring the stock. Top gainer on the s p. It is the rise of generative ai. A wider than expected stop. Lets get to the tech giants in the battle over ai. Despite the top and bottom line, the low consensus, they are optimizing their spend. When i first got in the business, there were grants that i thought should be terrible. It never rained on the target site. David, they were not optimizing. Is because they are ai offerings. I want to make sure that i understand it as well. There are services that they want to spend more. Google and amazon are happy to say that the threeyear deal, paid over the 40s. It is bring the Growth Numbers on for me. There is some skepticism about the growth of azure. Azure is a great juggernaut of this moment. They are the called pilot of infinity. It is used to help you be more productive. You feel like you are firing people, it the opposite. It is more money being made so you can hire more people and be better. David, some of the worst sha
The hamasrun government. But the fear is that civilians are getting caught in the middle. 900 people died, borders are shutdown and with israel stopping the entry of the food, fuel, medicines, humanitarian groups are warning hospitals are getting overwhelmed and they are running out of supplies. Across the border it is a gutwrenching look at the aftermath of a deadly attack on a music festival. One of the sites of saturdays coordinated assaults of hamas. The military saying 1,000 people were killed including women and children. At least 14 americans are also dead. Americans are among the more than 100 people taken hostage by hamas. Today we heard from one mother whose american son attended that festival and last seen in a bomb shelter that was raided by hamas. And hamas came in after the gunfire settled down. Anyone who can walk stand up and walk out. We are told he was completely calm. I think he was probably in shock and he got up and he walked out with five other people, young peopl
Through policy, investment, significant change and im so excited and glad that San Francisco has been an environmental leader. Dp pushing for transformtive change in climate policies, in fact. When i served on the board of sprierdzs when we first finally got clean power sf through the board the single most important thing we could do to impact climate change. Where almost 4 huh human,000 customers and started our advocacy using equity in Climate Action plan in the Bayview Community saw 90 percent. Folks stay in the program. Manning sty row foam, that was a challenge we did it it is making a difference now. Work that we did to ban straws and to find reusability options. I have been you are not happy about those reusable options but the fact is San Francisco was generating a million straws a day that were impacting our waste. One other things we are work hard on is to get rid of single use items you order food and put the forks and i bunch of ketchup you dont use in your bag xu put them
Through policy, investment, significant change and im so excited and glad that San Francisco has been an environmental leader. Dp pushing for transformtive change in climate policies, in fact. When i served on the board of sprierdzs when we first finally got clean power sf through the board the single most important thing we could do to impact climate change. Where almost 4 huh human,000 customers and started our advocacy using equity in Climate Action plan in the Bayview Community saw 90 percent. Folks stay in the program. Manning sty row foam, that was a challenge we did it it is making a difference now. Work that we did to ban straws and to find reusability options. I have been you are not happy about those reusable options but the fact is San Francisco was generating a million straws a day that were impacting our waste. One other things we are work hard on is to get rid of single use items you order food and put the forks and i bunch of ketchup you dont use in your bag xu put them