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Transcripts For CNBC Squawk Alley 20240714

Of the New York Stock Exchange carl and morgan have the morning off. And were going to begin with tech bracing for tariffs now just days away from going into effect on september 1st trade tensions between the u. S. And china not slowing down, as the wall street journal reports that u. S. Prosecutors investigate new allegations of Technology Theft against huawei. Acme capitals heene nada and kevin dilanian, of course, both join us here at post 9 happy preLabor Day Weekend. Good morning. Heenne, you were a protough stance gen china when it comes to ips and other things. When it comes to these tariffs, september 1st, december 15th, are you pro this approach . Does it depend if it gets nearterm results . I think the tariffs are going to do some harm in the nearterm. I think youll see pricing increases in the u. S i think youll see trade tensions worldwide globally. But i think the longer term impact is actually much more detrimental to china than it is to us. Whats happening is Tech Compan

Transcripts For CNBC Squawk Alley 20240714

York stock exchange. Very monday morning and its going to be a very busy week were going to start with some talk about technology and antitrust. Our next guests latest column says, are we finally getting serious about big tech monopolies is it too late cnbc contributor kara swisher joins us this morning. Good morning, kara good to see you. Hi. Good to see you. You ask, are we finally getting serious about mo monopolies and then you go on to say, youre not holding your breath and no one in Silicon Valley is holding their breath no, were not theres been so much suggestion about the ftc and the justice department, i just wanted to point out some information for them about how much of a cheap date consumers have been to these Tech Companies and whether we need morecompetition. Its something ive been talking about the idea that we should have a new social network, that we should be able to have a new Search Engine and have some choice and theres very little choice in many, many too many sec

Transcripts For CNBC Squawk Alley 20240714

Post nine of the New York Stock Exchange Morgan Brennan has the morning off. Dow session low was about 150. Well start with this rally in tech leading the s p to record closes yesterday these regulatory headlines out of d. C. Not slowing down the momentum out of the valley evaluation partners, early facebook investor, Roger Mcnamee is with us to talk about facebooks print they cant lose. No. What would it take to slow these guys down . To be clear, i think from an investor point of view, theyre delivering exactly what investors want and as long as that goes on, the stock is going to be fine to me, the question is the policy one that all of us as citizens that our government has to ask, which is, should there be some limit on what businesses can do when the actions of that business affect public health, democracy, privacy, and competition. And, you know, were wrestling with that right now and the governments getting its gears moving, but it goes slowly and until i guess its going to nee

Transcripts For CNBC Squawk Alley 20240714

Pretty hot space survey monkey is in this space as well being able to collect data not just from the world at large, but customers, btoc, part of this whole transformation we keep talking about leslie picker will have the ceo later on in the hour got to start with microsoft, though, this morning, obviously beating the street on the top and the bottom line, upping its guidance and widening its lead jon, you know the Company Really better than anyone are you impressed at this point, at least with growth in cloud . I am, carl, because cloud has become at once so important and then nonsensical at the same time it used to be, you said cloud, you sort of knew what people were talking about oh, its those servers that are out there that are storing enough now cloud has become such a mainstream enterprise story. You have to ask questions two, three layers deep to figure out exactly what is the company talking about when they talk about cloud . Do they really have a fundamental technology are th

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