Private equity giant Blackstone is out with its fourth quarter results. Earnings and revenue beating expectations driven by heightened dealmaking activity and growth in Blackstone's data center business. The company took in over 71 billion dollars in new capital during the quarter with total assets under management reaching $1.27% trillion.And joining us right now to talk about the company's performance, the investing environment, AI, and much more is John Gray. He's the president and chief operating office ...

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NASDAQ reporting fourth quarter earnings of 96 cents a share. It's 5 cents better than estimates. It's on revenue of a dollar or I should not say a$139 $1.39% billion.That would dollar would not be not be enough. Also ahead of expectations joining us right now is NASDAQ CEO chair and and chair I should say Dina Friedman. Good morning.I'm all over the place this morning. How are you. >> It's okay. It's great to see you. >> It's great to see you back from Davos.>> Exactly. Back in our hometown. >> So when you ...

Joining us right now is Dan Lee Barkley's senior US uh autos and mobility analyst. Good morning to you. So much to to think about from that call from sort of the pivot.Uh let's just start there. What what did you think of what you heard. What do you think of this pivot.>> Yeah, thank you. Thank you Andrew and Becky for for having me. Look, um, this pivot has been in in the works and so it's not really much of a of a surprise given everything that's played out over the last year and a half, but we did think ...

Joyce, just to pick up where we left off because we were talking about what we're seeing in the currency markets and what we're seeing with the dollar. Um, and so what are the dynamics just to pick this up and then throw it to our panel here um that are going to matter most. Well, so I would dis dismiss a lot of the talk about a Davos accord and even the DD dollarization I think that's exaggerated.But the weaker dollar, the bearish dollar trade, I think is here to stay and I think that is because we're at a ...

Pleased to be welcomed by two time Olympic medalist. And I don't know, am I allowed to say gold medalist, favorite this time. Scotty James, you tell me, hi guys, thank you for having me.Yeah. I mean, I guess you could say that it's bit of the elephant in the room for me, but you know, we'll see. Just keep working towards it and see how we go.Are you in full Olympic prep mode now, as we are just a little bit of ways from the beginning of the Milan Cortina Winter Olympics, yeah, I feel the clock is ticking. I ...

What we're seeing is uh I would say consumer confidence isn't matching the behavior that we're seeing. Meaning consumer confidence is low, but we're seeing still really good uh shopping behavior out of every income cohort and every age cohort. Um and we're really seeing great attach meaning people are ordering food with their beverage.So we've not seen a tradeoff in their experiences. And I think this really speaks to great customer service, great personalization that then makes the experience worth the pri ...

More on the markets and Fed decision. Let's bring in Svita Supermanian, the head of US equity and quantitative strategy at Bank of America Securities. Svita, great to have you with us. >> Great to be here.Um, so given what he said today, given some of the mega cap earnings that we're getting after the bell, what do you think. Is this a >> what are we making of all of this. Well, today felt like a really boring day until after hours, right.Um, so I I think it's still a lot a lot of the attention is still foc ...

Let's get more in Meta and Microsoft as those stocks are moving right now in opposite directions. Joining us now, Brent Th from Jeffre. Brent, great to have you with us.I want to tackle the decline that we're watching in Microsoft shares right now. Um, what's behind it. Is it the Azure growth.>> Softers like Randy Dangerfield, no respect. Uh, it is incredible. Uh, the Microsoft numbers were stable.Azure, uh, Office 365, many of the numbers were just, you know, right in line and it wasn't a blowout. Uh, the ...

[music] For a long time now, the enterprise software cohort has just been a house of pain because Wall Street's terrified that they're going to be steamrolled by generative AI platforms that are very good at writing code. But we really haven't seen all that much impact in the actual numbers for these companies. Instead, the enterprise stocks, they've been pummeled by multiple compression.The earnings themselves have been fine, though. Just take a look at Service Now. Here's a stock that peaked exactly one y ...