Americas pastors, lets give it up for pastor franklin. Thank you all. You may be seated. First of all, first of all i want to say what a tremendous honor it is to be here with hall of you. Theres been very encouraging about getting together again. And especially with people love america, who love god, who loved the church and who love jesus. ,love worship. Who love the bible. And still believe jesus isthe answer. And ive just come tonight to first of all say what an honor it is to be here and i made a decision in 2016, paula and jonathan are just some of the greatest people that we have known for many many decades. Weve known you paula and now jonathan and the more that i know jonathan the greater my respect gets for him. Because hes just, theyre just a power couple in the kingdom of god, they really are and doctor jackson is here and wrap is here and doctor lee is here and im leaving somebody out there important im sure we are all here, not to list ourselves, not to talk about ourselv
if you look at the headline numbers. but actually when you look at the actual results and also what companies are telling, there are two factors that matter to us, monetisation and capital expense. they look at monetisation, for example, across the board, we are seeing cloud revenue and contribution is almost like 5% for some of the companies out there. so that gives us comfort. in terms of graphics, clearly companies are spending on it, but in terms of compute, this is one area where they have been quite bullish recently. long story short, despite the future suggesting, we think the bull case for and i we still think is intact. we think that any excess correction in as a buying opportunity. what is the implication buying opportunity. what is the implication of buying opportunity. what is the implication of these buying opportunity. what is the implication of these big - buying opportunity. what is the implication of these big tech i implication of these big tech compan
americans do? here is our international editor. one of the presidents international editor. one of the presidents officials - international editor. one of the presidents officials as l the presidents officials as actions speak louder than words. we can only speculate at this point. what tends to happen is the us militarily gives the president a menu of options that he can choose. and the lowest level, if you like, might be to hit back at iranian proxies operating inside syria or iraq. that might not be enough for the americans, and especially not forjoe biden s critics back home. so they might do something a bit more. they might go for iranian targets in those countries or they could go for maybe iranian targets in the gulf. the most extreme option, and i think this is highly unlikely, would be to attack targets inside iran itself, inside the territory of iran. that s something that the americans have not done. so we get to a situation now where the american secretary of st
what could the americans do? here s our international editor, jeremy bowen. well, one of the president s officials said actions speak louder than words. what are those actions going to be? well, we can only speculate at this point, but what tends to happen is that the us military gives the president a menu of options that he can choose. and the lowest level, if you like, might be to hit back at iranian proxies operating inside syria or iraq. that might not be enough for the americans, and especially not forjoe biden s critics back home. so they might do something a bit more. they might go for iranian targets in those countries or they could go for maybe iranian targets in the gulf. the most extreme option, and i think this is highly unlikely, would be to attack targets inside iran itself, inside the territory of iran. that s something that the americans have not done. so we get to a situation now where the american secretary of state antony blinken, says that the middle east
on the technology. so, is all that investment starting to pay off? i spoke to ubs tech equity strategist sundeep gantori a little earlier. if you look at the headline numbers, it suggests that results are mixed. but actually when you look at the actual results and also what companies are telling, there are two factors that matter to us, a, monetisation and b, capital expense. they look at monetisation, for example, across the board, we are seeing revenue and contribution is almost like 5% for some of the companies out there. so that gives us comfort. in terms of graphics, clearly companies are spending on it, but in terms of compute, this is one area where they have been quite bullish recently. long story short, despite the future suggesting, we think the bull case for al, we still think is intact. we think that any excess correction is a buying opportunity. what is the implication of these big tech companies pushing more to monetise their investment into ai? what are the im