Microsoft makes first keyboard change in 30 years
Wall Street Breakfast
Seeking Alpha
4.1 • 1K Ratings
🗓️ 4 January 2024
⏱️ 7 minutes
🧾️ Download transcript
Summary
Show Notes
Accelerating topline growth stocks - Goldman
Initial jobless claims fall to lowest level in 3 months
Mobileye weak Q4, full-year guidance sends shivers down spine of chip industry
Episode transcripts seekingalpha.com/wsb.
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Transcript
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| 0:00.0 | Welcome to Seeking Alpha's Wall Street Lunch, our afternoon update on today's market action news and analysis. |
| 0:11.0 | Good afternoon, today's Thursday January 4th and I'm your host Kim Khan. Our top story so far. |
| 0:17.0 | Microsoft is making the first significant change to the Windows PC keyboard in nearly three decades. |
| 0:22.0 | The company is adding a button to activate its |
| 0:24.2 | artificial intelligence co-pilot service underlying just how much it expects AI to |
| 0:28.4 | be central to its business. Over the coming days leading up to and at the Consumer Electronics Show, the co-pilot key will come up on many of the new Windows 11 PCs from its ecosystem partners, with availability starting in late February through spring, |
| 0:43.0 | including on upcoming surface devices. |
| 0:45.0 | Chief Marketing Officer Yousaf Maydi said on a blog post |
| 0:48.0 | that the new key will invoke the co-pilot in Windows experience |
| 0:52.0 | to make it seamless to engage co-pilot in your day-to-day. |
| 0:55.4 | About 30 years ago, the company introduced the Windows Key to the PC keyboard. |
| 1:00.0 | We see this as another transformative moment in our journey with Windows, where Co-Pilot will be the entry |
| 1:04.4 | point into the world of AI on the PC, maybe added. |
| 1:08.5 | In today's trading, stocks are getting some more buying support after two sessions of selling this week, but growth names are |
| 1:14.4 | still on the back foot. The Dowel leads the S&P and the NASDAQ. Nine of the 11 S&P sectors are |
| 1:20.4 | higher, led by financials. Energy is the weakest. The 10-year |
| 1:24.4 | Treasury yield is back around 4%, higher following a choppy previous session. |
| 1:28.6 | The morning data included a trio of jobs reports that indicated a labor market strength. |
| 1:34.0 | Weekly initial jobless claims fell to $202,000, the lowest level in three months, and much lower than the |
| 1:40.0 | 217,000 expected. |
| 1:43.2 | Continuing claims fell to 1.855 million from 1.86 million prior and lower than the 1.83 |
| 1:50.3 | million consensus. |
... |
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