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Transcripts For CNBC Squawk On The Street 20240712

Regarding microsoft. Some people did not like the quarter but now we have something that puts them right it not passing in terms of the growth google and facebook among a certain demographic that people want which is the 18yearold demographic. I go on tiktok and there is a good one right now about Federal Express delivering packages versus u. P. S. Versus the post office david, your kids may like it at the same time, its got a lot of viewers it does 80 million here in the states. Yes, one of mine does typically it does skew more female than male and the other one doesnt but this is a fascinating situation, guys, for any number of reasons unlike anything i can recall having seen in part because the government is so deeply involved inbasically dictating the potential sale of a business to one company. And it really ends up being one company. You know, as you guys know, ive been following this to a large extent over the last few weeks and it was a difficult thing to imagine. How would go

Transcripts For BLOOMBERG Bloomberg 20240703

Listing day. 14 billion goes to micron from the chips act to boost americas memory chip prowess. There is only one story that matters right now and it is meta. You see the share reaction to mosque zuckerberg outlining billions of dollars to building out Ai Infrastructure. Expenses, arrange raised, capex raised. The focus of the call was on the product cycle. How many years will it take for this investment to would materialize in sales growth. Thats the question on the stock is on track for biggest drop since october of 2022. Remember how well its performing yeartodate. Look at the market cap, the scale of this company but also the market cap lost. The reporting from kurt wagner and the analysis from analyst mandeep singh. Mark zuckerberg was cognitive on this call but what he tried to do was say trust me end bear with me ive got a plan for ai to have an impact on the existing business. Explain what we learned. Kurt he was saying this is not anything thats going to return to shareholder

Transcripts For CNBC The Kudlow Report 20130301

Tonights american greed criminal burned, he was unstoppable until the feds caught him in the act. All new tonight, ill be watching, hope you will be too. Magnum hunter disappointing 10k delay. Give me a break. Dont come on the show if you cant file the stuff. Salesforce, i think its real. Theres always a bull market somewhere, i promise to try to find it for you here on mad money. Im jim cramer, see you tomorrow. Good evening, im larry kudlow, this is the kudlow report. You know my view, even modest spending cuts and limited government are good for growth. Its a free market, private sector tax cut. Thats what i think. Despite all the false fear mongering by the administration with their budget cuts, thats going to come gradually, youll see. Nonessential accounts will go first, theres a tenyear window for full completion. And the stock market, by the way, has reacted well to all of this and also, did you know that while the government may take out 85 billion in Spending Authority, the F

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