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BLOOMBERG Bloomberg July 3, 2024

Conversation later this hour. Katie welcome to bloomberg markets. Looking at stock markets on this morning, you can see is pretty quiet. The s p 500 is unchanged, big tech is trying to stay green and the nasdaq is currently up about 0. 3 . We did have ppi coming in hot but a downside surprise relative to expectations. Thats giving a little bit of relief to the bond market. The 10 year yield is higher but only to the tune of about two basis points. Thats relatively quiet relative to what weve see...
Big Tech Cloud Infrastructure Everybody Needs Big Things Large Language Models Companies Enterprises

CNBC Mad July 3, 2024

Where the hype is too great like when a goat was riding a s surfboard with a gopro on his head nine years ago. It was about to reach the high 90s before falling to the single digit within a year and a half. But to put it in my terms it jumped the shark. The dui advanced 87. The nasdaq where all the stuff is jumped 1. 14 . Actually i have to tell you its a big reason im out in the sa salesforce conference billing itself as the Worlds Largest a. I. Fast tool. When will Companies Stop rolling out t...
Nine Years Worlds Largest Companies Stop Lot Companies Stocks Companies Companies Pushed

CNBC The July 3, 2024

And on the eve of the iphone Product Launch tomorrow and well look at the implications and insta cart aint worth what it once was and its valuation a fraction of what it was, and is that bullish for investors who get in now . That plus the latest on arm which is reportedly seeing Strong Demand ahead of its offering later this week and chinas economic problems should come as a surprise to no one says derek scissors. Weve had 14 years to see this coming. The question is where does he see things go...
Product Launch Strong Demand Like Apple Upper End Lower End Oracle Cloud Infrastructure

BLOOMBERG Bloomberg July 3, 2024

Bezos and tim cook attending. Caroline a global ai coalition on his visit to the middle east and the next stop may be we will see him over on capitol hill. We will discuss that and more. We will start on these markets up. 25 . The nasdaq managing to pull itself up. This is once again really tackling inflationary pressures whether it is the ppi number or the cpi print showing inflation pressures dialing up. We see managing the nasdaq to outperform as markets pullback. I am looking at the two year...
Tim Cook Ai Coalition Middle East Front End Federal Reserve Central Banks

BBCNEWS Asia July 3, 2024

But diplomatically, its a sensitive issue because a takeover of the american steelmaker crosses over into Election Year politics for president joe biden. Thats according to corporate lawyer nick wall, from allen overy in tokyo. He is ina he is in a difficult position here. The pressure of the union on one side and the strongest ally in the region and a strong supporter of us industry on the other side. Supporter of us industry on the otherside. He supporter of us industry on the other side other...
Artificial Intelligence 3 Billion Infrastructure Injapan Markets Japan Funding Source Co Ordination

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BBCNEWS Asia July 3, 2024

Forjapan, the merger represents a major opportunity to link up operations around the world, in an industry where bigger is better. But diplomatically, its a sensitive issue because a takeover of the american steelmaker crosses over into Election Year politics for president joe biden. Thats according to corporate lawyer nick wall, from allen overy in tokyo. He is in a difficult position here. The pressure of the union on one side and the strongest ally in the region and a strong supporter of us i...
Markets Japan Business Leaders On Tuesday Artificial Intelligence Infrastructure Injapan 3 Billion

CNBC The July 3, 2024

And on the eve of the iphone Product Launch tomorrow and well look at the implications and insta cart aint worth what it once was and its valuation a fraction of what it was, and is that bullish for investors who get in now . That plus the latest on arm which is reportedly seeing Strong Demand ahead of its offering later this week and chinas economic problems should come as a surprise to no one says derek scissors. Weve had 14 years to see this coming. The question is where does he see things go...
Product Launch Strong Demand Like Apple Upper End Lower End Oracle Cloud Infrastructure

CNBC Mad July 3, 2024

Where the hype is too great like when a goat was riding a s surfboard with a gopro on his head nine years ago. It was about to reach the high 90s before falling to the single digit within a year and a half. But to put it in my terms it jumped the shark. The dui advanced 87. The nasdaq where all the stuff is jumped 1. 14 . Actually i have to tell you its a big reason im out in the sa salesforce conference billing itself as the Worlds Largest a. I. Fast tool. When will Companies Stop rolling out t...
Nine Years Worlds Largest Companies Stop Lot Companies Stocks Companies Companies Pushed

CNBC The July 3, 2024

And on the eve of the iphone Product Launch tomorrow and well look at the implications and insta cart aint worth what it once was and its valuation a fraction of what it was, and is that bullish for investors who get in now . That plus the latest on arm which is reportedly seeing Strong Demand ahead of its offering later this week and chinas economic problems should come as a surprise to no one says derek scissors. Weve had 14 years to see this coming. The question is where does he see things go...
Product Launch Strong Demand Like Apple Upper End Lower End Oracle Cloud Infrastructure

CNBC Squawk July 3, 2024

Were going to begin with this years biggest ipo, arm pricing its offer at 51. Thats the high end of the projected range and valuing the softbankowned chip designer at 54. 5 billion, fully diluted. Arm, whose customers include apple and nvidia, looking to ride this a. I. Wave, listing on the nasdaq today under arm, and david has this exclusive with renee haas and masa son. My understanding is that they could have gone 52. Thats what i have been told by any number of people, but masa said, lets do...
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