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BBCNEWS BBC July 4, 2024

Immigration, these are the two top issues that are on voters minds here in california and in some of the other states that we visited before coming here. I think it really shows us, if you look at some of the axa pulling down there that there is a broad dissatisfaction with the president , joe biden particularly on these two issues. We spoke to some young voters who felt disaffected, they felt that they didnt want to vote because the parties they believe are not listening to them and are not inspired by either Candidate Selection so, a lot of the topics and themes away hearing here reflect a lot of the results you are saying and those states that have already been calls. And those states that have already been calls. Youve also been discussing already been calls. Youve also been discussing the already been calls. Youve also been discussing the impact already been calls. Youve also | been discussing the impact that joe biden h ....

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BBCNEWS Verified July 5, 2024

those the 2024 presidential ballot. counting has begun ir after those counting has begun in pakistan after a campaign marred by violence. president zelensky fires the chief of the army. a new study suggests erectile dysfunction drugs could also reduce the risk of alzheimer s disease. let s round up the business news of the day. we start with the entertainment giant disney whose share values have climbed by nearly 10% today after better than expected earnings were posted after the bell on wednesday. disney followed up with hand outs for investors in the form of share buy backs and bigger dividends. along with a number of major deals and upcoming events that clearly has markets excited. erin delmore is in new york for us. first of all, those investors will be pretty happy today, won t they? they well and they will be even happier if they check the stock price is right now. what is this news based on? a great earnings report yesterday from disney and from good news for ....

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BBCNEWS Asia July 5, 2024

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 ....

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BBCNEWS Asia July 5, 2024

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 ....

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BBCNEWS Asia July 5, 2024

if you look at the headline numbers. is suggest 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, 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 al is 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 implications for us as consumers? i think at the end of the day, we think that given how intensive it is, we believe that it is getting bi ....

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