Alphabet’s Reports… And Disney Gears Up To Do The Same 02/04/25

CNBC's "Fast Money"

CNBC

Business, Investing, News

4.3 • 1.2K Ratings

🗓️ 4 February 2025

⏱️ 43 minutes

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Summary

Shares of Alphabet on the move as the tech giant reports results. What it means for the broader tech space, and how our traders are handling the move. Plus Streaming in focus, as Netflix hits a new all-time high, and Fox prepares to launch its own service. So how will Disney stack up against the competition when numbers cross the wires tomorrow? What to expect, and how the media giant is faring in the streaming wars. Fast Money Disclaimer

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0:00.0	Live in the NASAC markets ain't in the heart of New York City's Times Square. This is fast money.
0:04.1	Here's what's on tap tonight. A monster night of earnings from Alphabet and AMD to burritos and biotech.
0:09.5	We've got all the numbers from companies reporting tonight and are bringing you the trades.
0:13.3	And a Merck meltdown shares at the Farmergiant tumbling to more than two-year lows after saying its pause and sales of one of its key vaccines, what it means for revenues
0:21.6	this year and whether the stock can bounce back. Plus, S.A. Lauder shares in need of a makeover.
0:27.4	Pepsi loses its fizz. We're getting ready for Disney earnings tomorrow morning. How the
0:31.7	entertainment giant stacks up now in the streaming space. I'm Melissa Lee. Coming to you live
0:35.7	from Studio B at the Nazak on the desk tonight. Tim Seymour, Karen Feynman, Dan Nathan, and Savita Subramania, head of U.S.
0:41.3	equities and quantitative strategies at Bank of America Securities. Welcome, Sabita.
0:45.7	We start off with Alphabet's slide on its Q4 results. The tech giant losing nearly 200 billion
0:50.7	in market cap after a miss on cloud revenue. The company also announcing $75 billion in market cap after a miss on cloud revenue. The company also announcing $75 billion
0:55.6	in CAPEX this year. The call kicking off in just the last hour. CNBC's Diajibosa has been listening
1:00.9	in. She's got the latest. Debo. Hey, Melissa, I'm listening in and the CFO, not Ashnikazi is speaking
1:07.4	right now. We're getting to the juicy parts. So I'll check back in with you. But the big picture here is that shares are down more than 7%. She just called out for an exchange
1:16.5	rate impact that will affect Q1 revenue. So that may be why you're seeing them slide even lower.
1:22.4	She's going to call out a few more things, which I'll bring you. But it's really the cloud miss
1:26.1	that investors have been focusing on. That comes about a week after Microsoft's cloud miss, suggesting perhaps that investors are
1:32.3	going to have to wait longer for substantial AI monetization. Senator Pichai, the CEO,
1:37.2	open the call, talking about Google's full stack approach to AI, that's infrastructures, models, and product.
1:44.4	KAPX. This is a number that many investors are looking at very closely in a approach to AI, that's infrastructures, models, and product. CapEx.
1:44.8	This is a number that many investors are looking at very closely in a post-deep-Seek world.
1:50.1	It is intact.
	...

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