this could be the biggest ever take over of a chipmaker. walk-on shares are spiking, up a 9%, and we are talking combined company that would have a market cap of around $200 billion and around $35 billion in annual sales. broadcom s shares, which have been rising on a halo effect from apple, sort of volatile now. they are still gaining by about 1.6%. if you recall yesterday, broadcom has it was changing its domicile from singapore to the united states. it made that announcement with president trump as part of the gop tax proposal. brooke sutherland, on bloomberg gadfly, had a piece out on why she believes broadcom would be moving to the united states in any case and reasons why, and now potentially taking over a chipmaker. there are other implications as part of this as well. qualcomm is trying to close an acquisition of $47 billion to acquire nxp semiconductors, but that deal has been facing a regulatory examination in europe. those shares and elliott management fell as the
good friday morning. welcome to squawk alley. i m kaylee towshe. rick santelli joins us as well. carl quintanilla has the morning off. executive editor kara swisher. good morning to you too. how you doing? i m in d.c., actually. all right. let s get to our top story today. i think we ll work on kara s audio there. shares of microsoft at all-time highs this morning for the first time since 1999, the company beating the street on the top and bottom lines and showing significant growth if the cloud. former microsoft ceo steve ballmer joining our friend op squawk box talking about the stellar quarter and a potential acquisition of twitter. i have never, ever, ever wanted to buy twitter myself. i mean, come on. i ve got a good life right now. i don t need to do that. of course, mike, they asked the question because he is a large twitter shareholder, not just an outside tech observer. interestingly on microsoft this morning, people are joking that it only took 17 years
ewe g you ve got time warner or qualcomm. these have been rumored coming to an end, but most of all we have microsoft. to me that s more messaging. we re giving a lot of credit to the ceo, which he deserves. a lot of the spending and a lot of the plan was put into effect when ballmer was there. cloud is taking off. that s the present and the future. microsoft? i bought more of it yesterday. i was actually loaded up. it s been my biggest position this year. going into the print? going into the print last night. and was crossing my fingers that it was great. and indeed it was. he has done a fabulous job with the move to the cloud. in particular on the enterprise side. i love what microsoft is doing now. we had a number of folks saying should i get out now now that it s hit another record high? no. just roll it out and push it out to march of next year for the next anybody disagree with that? microsoft all-time high. maybe it s time to hit the register. no, it s
revenue did top estimates. one bright spot was web services, growing sales at 55%. we did talk to andy jassy earlier this month. business is growing fast. it s an $11 billion run rate business trailing 12 months basis growing 58% year over year. the business is growing by leaps and bounds. we re trying to enable enterprises and companies run all their applications on top of our infrastructure platform and it turns out that database is an area they care a lot about and for the last 30 years they ve had relatively little freedom. pretty amazing, jon. gene munster at piper today estimates aws is closing in on 40% of net profits on a normalized basis. incredible. right. with amazon, you never know exactly what the profitability of the rest of the business is going to be. so who know where is that goes from here. but, yeah, the growth there strong, amazon s top-line strong as well. the real casualty of this quarter seems to be kind of the santa claus-type expectations perhap
NVIDIA: akvizice firmy Arm se může zpozdit svethardware.cz - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from svethardware.cz Daily Mail and Mail on Sunday newspapers.