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CNBC Fast Money July 12, 2024

Has the details. I just spoke with kirk over at isi i wanted his take. He said microsoft is firing on all cylinders, beating all three major categories, Strong Quarter across the commercial franchises it was better than the street was looking for. Kirk said growth is translated into increasing profitability. He said are enterprises willing to spend giving this backdrop and in one of those segments he mentioned 12. 3 billion up 11 . Commercial revenue gross of 20 . Intelligent cloud 13 billion up 20 . And more personal computing, up 6 shares not doing a lot in the after hours. The forecast will be delivered on the call which starts at 5 30 a. M. As josh mentioned, no guidance i am sure every one wonders what they will say about Enterprise Spending especially with the news delivered yesterday what do you make of the quarter . They hit on everything. Josh went through it across the board better, with the Cloud Services area. What we are waiting on now is what is the forecast, what do thin

FBC Lou Dobbs Tonight July 11, 2024

The campaign alleges that democrats blocked republican poll watchers from viewing the votecounting process as seen here last week in a counting and Tabulation Center in detroit. Those democrats also charging, well, they are ignoreed republicanchallenged ballots, and as a result, illegal ballots were included in vote tallies. Republican National Committee chair Ronna Mcdaniel says there are 518 sworn affidavits now charging electoral fraud in five states. Those after davids allege more than 11,000 incidents of democrat fraud in the counting and voting process. Mcdaniel says republicans are pursuing every single one of those complaints and charges. S it is stealing. When you validate a vote that shouldnt be in, you are stealing from a voter that voted legally. So when you see these people in detroit saying we saw batches of votes that were invalidated, they had the wrong name, they didnt live there, they werent a resident, they were deceased, and then you put them back in the fuel of val

CNBC The News With Shepard Smith July 11, 2024

Home people in low Income Countries can benefit. Astrazeneca, now the third vaccine proving highly effective. Tonight, how this ones different. The challenges, the time line and when americans can expect a shot in the arm. Large crowds, and gatherings of people is just not something we can do this year. Plus, the macys thanksgiving day parade, covid style. A sneak peek at what it takes to keep the holiday tradition alive. Live, from cnbc global headquarters, the facts, the truth, the news with shepard smith. And good evening, after weeks of blocking the biden transition, the Trump Administration backed down late this afternoon and is now allowing it to begin emily murphy, the administrator of the General Services administration signed off on releasing federal funds and other federal resources to the now president elect bidens transition team. Murphy says she strongly believes that the law requires her to do so, and she says her decision is not based on fear or favoritism as for the tim

CNBC Squawk On The Street July 12, 2024

And your comments a moment ago to andrew, just sort of crystallize, not just what a job shes done, but how companies are placing their bets on looking through cycles, even though were a week away from an election and in the middle of a pandemic. You have somebody the quality of lease why isa su, best ceo i country, nonpromotional, re competitive thought this was maxed out. Youre in the personal computer and data center, it is not good enough she saw what happened to intel i dont say that with any prejudice. Just that she left intel behind. She is in the data center, who is she who are her clients . Azure, google, and, of course, amazon but it is time she feels it is time to branch out into auto, time to branch out into defense into telco when you look at xilinx, what youre seeing is a mosaic where there is some overlap in data center, but the rest is an attempt to say, you know what, we need a bigger total Addressable Market we have to outgrow our markets right now. And i think it is a

CNBC Mad Money July 12, 2024

Even if all those stuff matter today which the dow lost 222 points maybe we should leave room for Something Else maybe we should leave room for leadership the kind that allows companies to transcend macro out performance. Leadership like the kind of leadership we are getting from dr. Lisa sue, the ceo of amd for those of you who have been living under a rock, lisa sue, may be the formal executive at our time she arrived to our country she went to mit where she picked up her bachelor and masters and phd, shes a total east coast heavy weight she came to amd in 2012, took over ceo in 2014, back when the stock was trading at 2 bucks at the time amd was one of the worth Balance Sheets of any publicly traded company. Lisa su is one of the most competitive people i have ever met even though her background was not engineering. She knew it before she could design new chips that was the only way to go after their arch rival intel when su did raise the money, she got everything she needed and she

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