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Squawk Pod: Davos 2026: Meta Chief Global Affairs Officer Joel Kaplan - 01/23/26 | Audio Only
CNBC Television· 2026-01-23 17:38
Our ambition is to build personal super intelligence, which means putting super intelligence in the hands of everyone. >> Meta's chief of global affairs, Joel Kaplan, on our set at the World Economic Forum in Davos, Switzerland, where Meta is sharpening its edge as AI dominates both consumer taste and energy demands. We've got a real lead on wearables, which we think is going to be the next computing technology that actually brings that personal super intelligence to bear.>> And the geopolitics at play in l ...
AI race moves beyond chatbots
CNBC Television· 2026-01-23 17:24
Open AAI's chief Sam Alman now touting a fast growing part of the business that's separate from chat GPT as this AI race now shifts beyond chat bots. Our dear DBosa explains in today's tech check. Morning Dee. >> Hey, good morning Carl.So Alman's not the only one talking about this. Google's Gemini has also been growing this metric and you're going to start hearing a lot more about it. So the metric is API usage.how often the model is being used by enterprise and by developers who are using open AAI technol ...
Squawk Pod: Davos 2026: Arm CEO Rene Haas - 01/23/26 | Audio Only
CNBC Television· 2026-01-23 17:24
Nvidia, Grace Blackwell, that's all ARM. Apple's iPhone, that's ARM. Samsung's Galaxy phone, that's ARM. Pixel's Google phone, that's ARM.Uh Microsoft shipping Surface tablets based on ARM. >> ARM holdings CEO Renee Hos at the World Economic Forum in Davos, Switzerland. his position in the AI ecosystem as the licenser of the CPUs that build data centers, iPhones, even wearable tech.>> It would be hard to find a company that doesn't use ARM >> his vision for innovation as one of the building blocks of AI. >> ...
Winter storm may impact more than 200 million Americans
CNBC Television· 2026-01-23 17:20
ACE weather's Bernie Reo has more on the forecast. Bernie, we've been leaning on you big time today. >> Yeah, we'll call it's coming. It's on the way. It's less than 48 hours away across the Northeast and less than 24 hours away across Texas.Look at the impacts of this storm. You talk about news you want to use here. How about 200 million impacted from this storm.Travel flight is going to be shut down across the country Sunday and Monday. You will not be flying anywhere in the central and eastern US. I drew ...
Intel’s long-term story is ‘still intact’, says T. Rowe Price's Tony Wang
CNBC Television· 2026-01-23 17:10
I wonder what where you are Tony on memory prices affecting consumer electronics as it pertains to Apple. It's it's a diff slightly different story but like shares of HP we're back to COVID levels again cracking below 20 today. Is that going to have a detrimental effect on the ability to price these things competitively.>> Yeah, I mean that's a great point that you bring up. definitely very topical. it's going to be, you know, questions asked on the uh earnings.And so I think that what really matters there ...
Generac CEO Aaron Jagdfeld on winter storm impact
CNBC Television· 2026-01-23 17:08
For more on the storm's impact, let's get bring in Generrack CEO Aaron Yogfeld. When we're talking Aaron here about the impact on the power grid, those that dropping temperature, I mean, when you're seeing temperatures getting in the single digits, that's when we're getting frozen pipes and the like and where I know you're going to say a generator can make a big difference. >> Yeah, that's exactly right, Contessa.I think a big chunk of, you know, you referred back to the February 2021 polar vortex and the l ...
Morgan Stanley’s Jim Lacamp says he ‘would caution’ people about getting out of this market
CNBC Television· 2026-01-23 17:06
Joining us now, Morgan Stanley, wealth management senior vice president, Jim Leamp. Jim, it's great to see you here. I you painted this picture in your emails to us about this rodeo bull.Can you can you set the scene for our viewers about why you think this is one that's despite the twists and turns and the ups and downs, it's it's a bull worth watching. Yeah, it's a it's a it can be a market that's really hard to stick with because of the rapid fire news and the rapid fire changes in policy and Trump tarif ...
Watch CNBC’s full interview with Wharton’s Jeremy Siegel
CNBC Television· 2026-01-23 16:52
Well, let's bring in Professor Jeremy Seagull. He is professor emeritus of finance at the Wharton School of Business and a chief economist at Wisdom Tree, of course. Um, and Professor Seagull, good to have you.I mean, pick your spot here in terms of weighing in on whether you feel as if uh this long-halded broadening of the market is going to stick with us for a while. Is it durable. Uh, and and where should we expect it to go from here.>> Yes. Good morning, Mike. Listen, I think this has legs.you know, we ...
How the issues of geopolitics and trust hung over Davos 2026
CNBC Television· 2026-01-23 16:45
We've been here as you know all week the World Economic Forum gathering here in Davos now officially complete literally uh as of just about an hour ago now. Uh I moderated what was the closing panel. It was focused on the global economic outlook.And as you'd expect, we talked about global trade, the impact of AI. And one particular moment though I want to show you stood out from ECB President Christine Lagarde at the very end of the session when we got into a philosophical conversation about trust and about ...
Intel shares tumble on soft guidance, heading for worst day since mid-2024
CNBC Television· 2026-01-23 16:36
Our Christina parts Nevos has more from the NASDAQ on this print last night. Hey KP. >> Hi Carl. We have to say that there was a strong fourth quarter uh for data center demand, but like you said, they guided weaker first quarter revenue and gross margins that initially heard hurt the stock and then they also raised concerns about chip manufacturing yields adding to the further demise. That's why you're seeing shares down 50%. But the stock had surged nearly what 20% right now in three months on government ...