Closing Bell Overtime: Andreessen Horowitz Co-Founder Ben Horowitz On AI, Investing In America; Big Tech Earnings Kick Off With Alphabet & Microsoft 1/30/24

Closing Bell

CNBC

News, Business

4.4 • 139 Ratings

🗓️ 30 January 2024

⏱️ 45 minutes

🔗️ Recording | iTunes | RSS

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Summary

The first two of the big tech names reported today: Alphabet and Microsoft. Investors are still digesting results but Vital Knowledge’s Adam Crisafulli gives his take. Evercore analyst Mark Mahaney on what he makes of Alphabet while DA Davidson’s Gil Luria digs into Microsoft’s report. CFRA’s Angelo Zino takes a look at AM and Stephens’ analyst Joshua Long breaks down Starbucks. Other earnings include Skyworks, Mondelez and EA. Plus, Morgan Brennan has an exclusive interview with Andreessen Horowitz co-founder Ben Horowtiz talks investing in America and the national interest.

Transcript

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0:00.0	Mixed Picture for your scorecard on Wall Street, but winners stay late, especially
0:07.0	for big earnings.
0:08.0	Welcome to closing about overtime.
0:09.4	I'm John Ford, along with Morgan Brennan from Washington, D.C.
0:13.0	Well, the Dow rallying today thanks to strengthen financials,
0:16.0	but the tech sector is dragging down the Nasak
0:18.5	ahead of a trio of huge earnings.
0:22.0	We are getting this hour. coming up instant analysis of today's
0:25.9	headliners alphabet Microsoft and am d we will also break down results from
0:30.3	yay Starbucks mondole, and Skyworks.
0:33.6	Now while we wait for those earnings,
0:35.5	let's bring in our market panel.
0:36.7	Joining us now is Adam Chris O'Foulli from Vital Knowledge
0:39.2	and our own Senior Markets commentator Michael Santoli.
0:42.4	Guys, welcome.
0:44.0	Adam, Alphabet has a Q4 numbers that I'm most curious about across search,
0:50.0	YouTube, and cloud, because they cover so much much but they don't guide
0:54.0	AMD and Microsoft together
0:56.0	are going to tell us a lot about potentially
0:58.0	AI demand and the PC market, right?
1:01.0	Yeah, absolutely.
1:02.0	You know, all indications so far with Super Micro... market right? Yeah, absolutely.
	...

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