shares down more than 6% even though we've got a beat on the top and bottom line. Adjusted EPS coming in at 282 versus the 263 the street was expecting to see. Revenue also beat at 113.8% billion versus the $111.4% billion estimate.I've also got a cloud revenue number for you there. It's a beat there. 17.7% billion versus 16.18% billion.This is uh what we were really looking at in the quarter. Uh cap capex spend has been uh up to $93 billion last quarter. Uh we're going to see what that number is now, but t ...

Qualcomm did beat on the top and bottom line posting adjusted EPS of $3.50% on revenues of 12.12% sorry 12.25% billion. The QCT division which encompasses hardware chips and software beat expectations as did their IP business. But you're seeing shares down 6%.That's because the Q2 guide fell short and memory is to blame. Q2 revenue and EPS uh had the guidance ranges that fell entirely below consensus. I was able to catch up with Qualcomm CEO who said, quote, "Memory is going to define the size of the mobile ...

The world's largest cryptocurrency at its lowest level since the pro crypto President Trump won a second term. Nearly$500 billion dollars in crypto market cap gone in just one week. And the selling pressure isn't letting up.And that's the big concern here. Those spot Bitcoin ETFs that were supposed to bring stability are now seeing some of their biggest outflow days since November. Three of them in just the last 10 days of January.We've got Michael Bur, the big short investor who called the 2008 financial c ...

Software stocks have become ground zero for investors anxiety over the possible disruption coming from AI. The software sector as a whole has lost about 30% of its value in just the last 3 months with those losses accelerating this week even despite some relatively strong earnings from leaders such as Salesforce. com such as Microsoft.Now the main concern here is that either free or cheap coding tools being rolled out by the likes of Anthropic through its cloud service may displace a lot of paid for softwar ...

I just want to know whether you will commit today to pause and heighten the scrutiny of any bank charter or licensing application at the OC connected to the World Liberty Financial until all of these conflicts of interest and Floren influence reviews are completed and shared with the United States Congress. All I need to know is will you halt it >> and do a complete investigation and scrutiny of this licensing uh uh application. >> Uh all you have to ask is yes or no. >> Uh no congressman the all you have t ...

The IGV software ETF is down 13% in a week. Some of its components including Unity, AppLoving, and Circle have lost more than a quarter of their value in just five sessions. So when does this selling lead to a buying opportunity.Joining us now are Steve Sausnik from Interactive Brokers. He is looking at how retail investors are playing the space and Chenali Bassik from I Capital is here to tell us whether opportunities are starting to emerge. Uh so Chanali, uh part of this is hey, we wanted a broader market ...

Guy, what's your quick take on this >> big numbers. I mean, and the capex guide is clearly not scaring anybody. I'm sure Nvidia's hires.Well, here's my quick take. It is a very strong quarter and you know, I guess the rumors of the death of Google six, seven months ago were obviously exaggerated. >> Greatly exaggerated.But the problem I think now is back then you can make a very compelling valuation case. Now, not as much. So at 31 timesish, I I'm not saying you got to get out of Google here, but I think yo ...

SO IN FOCUS. THAT WAS TRUE WITH THE BANKS. WE'RE SEEING IT WITH THE CHIPS.AND OF COURSE COMPANIES LIKE ALPHABET AS WELL. THAT WILL BE IN FOCUS. MAC.THANK YOU. WE KNOW YOU WILL BE ALL OVER THOSE NUMBERS AFTER THE CLOSE. LET'S NOW BRING IN ALPHABET SHAREHOLDER INTELLIGENT ALPHAS DOUG CLINTON AND OPPENHEIMER ANALYST JASON HELFSTEIN.THANK YOU BOTH VERY MUCH FOR BEING HERE. DOUG, LET'S START WITH YOU. WHAT ARE YOU FOCUSED ON, AT LEAST IN TERMS OF THE QUARTER.THIS WAS, OF COURSE, THE QUARTER WHERE GEMINI REALLY B ...

Joining us is Daniel Newman, the CEO of the Futurum Group. Daniel, it's great to have you and I think, you know, we need to ask what stops the Alphabet train, although today finally this whole kind of um what do we call it. Tech tantrum is certainly taking Alphabet down with it.>> Yeah, Kelly, great to see you. Alphabet is a company that's done all the things right. You know, we have talked many times over the years, you and I, and it was underrated for a very long time, and I think it's now being fully app ...

really Lily's gain. Let's ask Guggenheim, managing director and pharma analyst Sheamus Fernandez. Sheamus, thanks for coming back on.Um, if one's winning, I don't want to say one's losing, but if one is doing better than the other, does that mean people are shifting their GLP1 drug of choice. >> Yeah, it's a great question, Brian. Look, I I don't think that we're seeing a lot of market shifts just yet uh in terms of their their drug of choice. We're seeing a huge market expansion in general occur.I think th ...