Microsoft, Alphabet on the Move, and RTX’s Engine Troubles 7/25/23
CNBC's "Fast Money"
CNBC
3.9 • 1.3K Ratings
🗓️ 25 July 2023
⏱️ 45 minutes
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| 0:00.0 | Right now I'm fast and after the bell earnings pollusa and a winning streak for the industrials |
| 0:04.1 | It now stands at an even dozen will break down the tech trade and where this markup is going ahead of a fed decision coming up |
| 0:09.5 | Plus RTX's rough day shares of the aerospace giant dropping more than 13% on news of a manufacturing problem around some of its most popular jet engines |
| 0:18.2 | The fix and the fallouts straight ahead and later |
| 0:21.0 | Lugery lag shares of LVMH faltering today and worries about a slowdown here in the states |
| 0:25.9 | But will a rebound in Asia especially China boost the bottom line in the months to come we'll debate that |
| 0:31.1 | I'm Melissa Lee. This is fast when you were live at the Nasak market site full desk here on the full house here in the |
| 0:36.0 | Destiny Night Tim Seymour Karen Feinerman Dan Nathan and Guy Adami we start off with that big night of earnings |
| 0:41.2 | Alphabet snap beast of Microsoft all out with results in just the past hour shares are on the move |
| 0:46.0 | We've got an 18 of reporters ready to dive into the numbers for us Kate Rogers Kate Rooney and Steve Kovac all on deck |
| 0:52.3 | But we start off with the address on Alphabet quarter d bow |
| 0:56.1 | Melissa investors. They are cheering a pickup and revenue growth |
| 0:59.2 | Perhaps a sign that the advertising market has a bottom, but a lot of the focus is on Ruth poor at Google's long-time |
| 1:05.8 | CFO taking on a new role as president and chief investment officer |
| 1:09.0 | She said a little it will include both external and internal responsibilities |
| 1:13.9 | She'll be engaged with policymakers who recognize the importance of technology |
| 1:17.6 | She says on the investment side she'll cover infrastructure real estate data centers |
| 1:22.2 | Efforts as well to expand in the India region as for why now she said that she has been a CFO for 14 years |
| 1:28.6 | Eight years at Google six years at Morgan Stanley before that so she said it was time for a new challenge |
| 1:33.9 | margins were also a positive story this quarter better than expected operating leverage and less of a jump in terms of |
| 1:40.2 | CapEx that the street was expecting |
| 1:42.4 | Poor attributed that to a few things moderating office and headcount expansion and a delay in data center construction projects |
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