To report. Also trade representatives set to kick off a new round of china talks in shanghai. Earnings less than an hour away, well preview the key things to watch from that report with the stock up 800 on this 25 ipo price. Steve grasso from stewart frank, and a lot of moving parts, what do you do . It feels as if everyones on hold for the fed thats the most important thing thats happening right now earnings this surprised to the upside everyone usually, even last quarter, even was ready for a a into the earnings cycle. Steve is here with us for the full hour, and well be dissecting the market moves. Lets focus on the big stories the pharma deal, more fallout for boeing, and eamon javers. Viagra, lipitor, xanax and the epipen, pfizer is going to spin off or divest its up patent business and combine with mylan, and the new company will do about 20 billion in annual sales. It will get a new name and be domicile in the United States, a fact that could be attributed to u. S. Tax reform an
Fairfield and low 80s for san jose. 73 in oakland and fremont, 78 and 68 in San Francisco although much cooler along the coast. Going hot inland but cool alongo it is all about the microclimates today. We will talk about the rest of the week coming up. Lets check in with michelle for the rest of the traffic. Lets look at that crash weve been tracking since earlier this morning at 6 northbound at pacheco, one lane is blocked in both directions, but its not slowing any speeds down in the area. It could as the morning commute continues. These are travel funds right now on 580 from 205 to 680, its looking like a 38 minute drive. Speeds are really slowing in that area, but all in green on highway 80 and 4 and 101. Taking a look at the san mateo bridge, not looking bad from hayward into foster city, its looking like in a minute, and 11 minute ride right now with no brake lights and thats a good sign this monday morning, and a look at the bay bridge toll plaza where cars are starting to stack
With plenty of sunshine. Well talk about what you can expect and when temperatures will be slightly cooler coming up. We are taking a look at the crash on the altar month pass. The debris is now cleared, but you can see the residual delays where the traffic is starting to slow down even nine Miles Per Hour in some areas. Thats the wind advisory along the pass. Once you get past the pass, speeds are picking up a bit. These are your southbay drive times looking pretty good all morning long at all travel times are in the green on the major freeways in southbay. Taking a live look at the san mateo bridge you can see some brake lights heading in the commute direction. But still not bad. Its a 13 minute drive from hayward into foster city. Taking a look at the bridge, metering lights are on, so traffic is backing up a bit. Its slow going even past the meeting lights across the span. But not looking too bad on the bay area freeways this monday morning. The caldecott tunnel is completely open
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
Pronounce that incorrectly and with f f puc. The Board Meeting guidelines as follows the board requests you silence all phones will not disturb the proceedings and no eating and drinking in the board room the boards rules permanent holders are given 7 minutes for presenting their case 7 minutes for rebuttal. A. For hearing requests the parties are three minutes with no rebuttal and time maybe limit to one to two minutes if a large number of particulars and well have a verbal warning 4 vicinities for a grant of appeal or to grant a rehearing request if you board rules if i want to hear that go to sfgovtv. Now Public Comment assess and the participation a paramount importance sfgovtv is broadcasting a streaming live and we will have the represent of Public Comment and sfgovtv providing captioning for this meeting to watch on tv channel 78 and please note rebroadcast on friday on channel 26 and the live stream on the hot page sfgovtv forward boa and Public Comment i have a pious pause for