♪ >> NEWSMAKERS AND MARKET MOVERS. THIS IS "THE PULSE" WITH FRANCINE LACQUA. FRANCINE: GOOD MORNING, EVERYONE, AND ALMOST TO "THE PULSE," I’M FRANCINE LACQUA HERE IN LONDON.IT’S BEEN A BRUISING WEEK IN TECH WITH A BILLION SELL-OFF AND A SHARP FALL IN BIG TECH DESPITE REVENUE GROWTH. HUGE CAPEX SPENDING HAS BEEN A BIG CONCERN AND THIS WEEK’S SPENDING ANNOUNCEMENTS HAS DONE NOTHING TO ALLAY THOSE FIERCE. THIS WEEK TWO OF THE BIGGEST COMPANIES ANNOUNCED COMBINED SPENDING PLANS FOR THE YEAR $650 BILLION.$200 BI ...

Um, let's dig into the huge capex forecasts from this week as well as tonight. Joining us on the phone, Gene Munster, Deep Water Asset Managing Partner. Gan, great to have you with us.I want to pick up uh where Kate left off with that statement from Andy Jasse about capex and how that capex will be deployed. Is there some fear that the 200 billion it's not it's not a pure let's seize the moment in AI. It's let's also spend on robotics and you know orbital satellites and all sorts of other things.Well, Googl ...

RT bubble boi (@bubbleboi)660 billion dollars of Capex this year on AI data centers.To put a number like that in perspective this is more than what we spent on the U.S. interstate highway system (630 billion), more than what we spent on the Apollo Moon Program (257 billion), more than what we spent on the international space station (150 billion).This is more money than Walmart’s revenue for last year ($648 billion), it’s about 25% of ALL Military spending globally, it’s equivalent to buying 50 Gerald R. fo ...

Amazon and Google are winning the AI capex race — but what’s the prize? https://t.co/h4TQPpidkD ...

I mean the one big positive here is that AWS acceleration. You know we we wanted to see acceleration. We got that last quarter. We saw further acceleration this quarter.We got 24%. I think the street was looking for around 21 22%. So that was that was a big uh highlight there.Yeah, I think the shares are down because of that capex number. We were estimating around 140 billion in capex this year. Looks like it's going to be around 200 billion.That's that's much higher than our estimate, much higher than stre ...

Big tech now pouring more capital than ever into AI. Alphabet, Microsoft, Meta, Amazon expected to spend a combined $600 billion in capex. That's this year alone.Our dear DOSA has more on that in today's tech. Morning De. >> Hey, good morning Carl.So, it is just simply difficult to get across how big a step up that number is, but this chart does get at it. Capex between these four companies was at less than 150 billion in 2023. So that is a more than four-fold increase in roughly 3 years.What it tells us is ...

♪ ♪ >> THIS IS AN ENVIRONMENT OF WINNERS AND LOSERS. >> THE SUM TOTAL IN OUR MIND IS THAT PEOPLE ARE CAUTIOUS WITH REGARD TO TECHNOLOGY. >> THERE IS ANTICIPATION OF DISRUPTION. >> AI IS CREATING A MAJOR DISRUPTION.>> THE REAL ASSET BUBBLE IS STILL IN FRONT OF US. >> THIS IS "BLOOMBERG SURVEILLANCE" WITH JONATHAN FERRO, THESE, AND ANNMARIE HORDERN. >> "BLOOMBERG SURVEILLANCE" STARTS RIGHT NOW.ALPHABET TOPPING ESTIMATES AND ANNOUNCING A MONSTER YEAR OF CAPEX FOLLOWING A $1 TRILLION WIPED IN SOFTWARE STOCKS OV ...

>> OF THE FOUR CANDIDATES, I WOULD SAY PROBABLY THE WORST. >> I EXPECT THEM TO BE TESTED. >> THIS IS GOING TO BE AN INTERESTING CONFIRMATION PROCESS. >> I FULLY EXPECT KEVIN WARSH WILL GET THROUGH. >> MORE IMPORTANT IS HOW THE ECONOMY EVOLVES. >> THIS IS "BLOOMBERG SURVEILLANCE. " JONATHAN: LIVE FROM NEW YORK CITY THIS MORNING, GOOD MORNING, GOOD MORNING. FOR OUR AUDIENCE WORLDWIDE, "BLOOMBERG SURVEILLANCE. " COMING INTO MONDAY, MEETING GRAVITY. THIS YEAR'S BIG WINNERS THREATENING TO UNDO THIS YEAR'S EQUITY ...

Welcome back everyone and thank you for joining. Microsoft is getting crushed. The stock is down 12%.A ton of software companies are also getting crushed as well. Whether it's Adobe or Salesforce or into it, you name it. If it's in the software category, odds are it's being sold off.We have a lot to go over to explain what's going on with software companies and in particular Microsoft. After all, it's not a frequent event that you see this company, one of the most predictable companies, one of the best ones ...

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 ...