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  • BOEING STILL THE BEST PERFORMER

  • DOW STOCK OVER THE PAST MONTH.

  • >>> MICROSOFT IS REPORTEDLY

  • PLANNING TO INVEST AN ADDITIONAL

  • $10 BILLION TO OPEN A.I., THE

  • START-UP THAT'S TAKEN BRENT THIL

  • OF JEFFRIES, WELCOME

  • GREAT TO HAVE YOU WITH US.

  • IT'S REALLY STRATEGIC LONG TERM.

  • IF YOU ASKED THE SYSTEM WHO WON

  • THE WORLD CUP, IT SAYS MY

  • DATABASE IS LIMITED BACK TO

  • 2021

  • SO OBVIOUSLY THERE IS INCREDIBLE

  • AMOUNT OF PROMISE, BUT TODAY, IN

  • TERMS OF REAL TIME, IT'S NOT

  • THERE.

  • WE THINK OVER TIME, WITH THE

  • HELP OF MICROSOFT AND CHATGBT,

  • WE THINK IT'S -- IF YOU ENVISION

  • A WORLD WHERE YOU OPEN UP

  • POWERPOINT FOR THE "FAST MONEY"

  • TEAM, WRITE AN UPDATE ON WHAT'S

  • HAPPENED SO FAR IN 2023, YOU GO

  • INTO POWERPOINT, PUT A FAMILY IN

  • THE MOUNTAIN WITH A SKI RESORT

  • IN THE BACK, YOU CAN HELP THE

  • SYSTEM SELF-POPULATION

  • OUTLOOK, RESPOND TO AN EMAIL,

  • YOU KNOW, WITH THIS SIMP TERM.

  • IF YOU THINK ABOUT WHAT THEY CAN

  • DO, THEY CAN FUSE IT WITH THEIR

  • APPLICATIONS, THEIR A.I.

  • TECHNOLOGY INSIDE THE APPS, YOU

  • LOOK AT AZURE, THAT'S A HUGE

  • OPPORTUNITY AS WELL.

  • SO MICROSOFT IS NOT ALONE.

  • ADOBE HAS A PRODUCT CALLED

  • SENSEI

  • LONG TERM WE'LL SEE, BUT NOBODY

  • WILL USE THIS LOOKING FOR A

  • COFFEE SHOP OR NEAR TERM,

  • WARRIORS TICKETS OR CONCERT

  • TICKETS LONG TERM.

  • AGAIN, SHORT TERM IT'S SUPER

  • PROMISING.

  • WE THINK WE HAVE AN EARLY VIEW,

  • WHERE IT CAN BE VERY IMPACTFUL

  • ACROSS THE MICROSOFT SUITE

  • AGAIN, I'M TALKING ABOUTE FROM

  • THE FINANCIAL ANALYST

  • PERSPECTIVE.

  • I HAVE COME UP WITH LIKE 20

  • DIFFERENT EXAMPLES OF HOW THEY

  • USE IT

  • WHETHER THEY PO THE IT INTO

  • PRACTICE OR NOT, I DON'T KNOW,

  • BUT I THINK THERE'S A CLEAR ROAD

  • MAP THAT WE SEE.

  • >> BRENT, FROM A FINANCIAL

  • STANDPOINT, CALL IT INTERMEDIATE

  • TERM, DO YOU THINK THAT

  • MICROSOFT WOULD HAVE THE BEST

  • SUCCESS DISRUPTING GOOGLE

  • SEARCH

  • OR DO YOU THINK LONG TERM

  • BECAUSE OF THE LEAD THEFT IN THE

  • PRODUCTIVITY TOOLS, WILL BE

  • INTEGRATING THAT WITH OUTLOOK,

  • 365, THAT SORT OF THING.

  • WHERE WOULD YOU, IF YOU'RE

  • LOOKING FIVE YEARS OUT, EXPECT

  • MICROSOFT TO GET THE BIGGEST

  • FINANCIAL BENEFIT?

  • >> I THINK IN PRODUCTIVITY AND

  • A.I.-INFUSED

  • I WOULDN'T TAKE ON GOOGLE.

  • I WOULDN'T TRY IT.

  • MY VIEW WOULD BE STICK WITH WHAT

  • YOU'RE GOOD AT

  • MICROSOFT HAS DONE THIS IN THE

  • PAST

  • THEY GOT NOKIA, OTHER AREAS THEY

  • SHOULDN'T HAVE GONE.

  • STAY TRUE TO WHAT YOU ARE,

  • ENTERPRISE SOFTWARE AT THE CORE.

  • YES, IS THERE SOME HELP THIS

  • COULD HELP WITH BINGE?

  • IS THERE SOME OTHER CONSUMER

  • APPS THEY COULD BUILD?

  • PERHAPS.

  • I USED TO BE A MICROSOFT

  • DEVELOPER, AND HAVE COVERED IT

  • FOR 20 YEARS

  • EVERY TIME THEY GET OUTSIDE OF

  • THEIR CORE LANE, THEY SCREW IT

  • UP

  • THIS IS HELPING WITH

  • PRODUCTIVITY

  • AGAIN, THIS IS A CALL OPTION,

  • AND I MAY BE TOTALLY WRONG, BUT

  • THERE'S NO DOUBT A CALL OPTION

  • TO HELP MAKE SEARCH BETTER

  • WE USE OUTLOOK AS A FIRM, AND

  • TRY TO SEARCH AGO E-MAIL

  • YOU GO TO GPSMAIL, YOUR PERSONAL

  • CAN THE, YOU CAN FIND THINGS A

  • LOT FASTER

  • IT'S BASIC THINGS THEY COULD USE

  • TO HELP MAKE THESE APPLICATIONS

  • SMARTER.

  • >> BRIENT, THANKS.

  • >> THANK YOU.

  • >>> BY THE WAY, WE ASKED

  • CHATGPT, COULD MICROSOFT BEAT

  • GOOGLE FOR FUN

  • THIS IS WHAT CHATGPT RESPONDED

  • WITH -- IT'S POSSIBLE BY

  • INVESTING IN OPENAI MICROSOFT

  • COULD POTENTIAL USE IT TO

  • IMPROVE ITS SEARCH FEATURES.

  • >> THAT'S EXACTLY WHAT BRENT

  • JUST SAID.

  • >> OH, MAN

  • >> DO YOU REMEMBER WATSON,

  • THOUGH

  • THAT WAS GOING TO BE THE A.I.

  • THING, TRANSFORMATIVE FOR IBM

  • BEFORE IT WAS.

  • >> RIGHT.

  • >> TIMING IS EVERYTHING.

  • WE'RE TALKING LONG TERM.

  • HOW ABOUT THE SHORT TERM

  • WHAT I WANT TO HEAR ABOUT IS

  • WHERE THERE'S MARKET PRESSURE.

  • IT'S REALLY BEEN THEIR GOLDEN

  • GOOSE, CERTAINLY A CASH FOR YOU

  • THEM RIGHT HERE AND NOW.

  • I THINK WE MAY START TO HEAR

  • ABOUT SOME OF THAT.

  • >> INTERESTING, JIM CRAMER THIS

  • MORNING ON "SQUAWK ON THE

  • STREET", WONDERFUL SHOW.

  • >> FUN PROGRAM.

  • >> 9:00 TO 10:00.

  • JIM SAID HE SOLD MICROSOFT IN

  • HIS CHARITABLE TRUST, BECAUSE

  • THE INTERVIEW THAT WAS CITED

  • HE TALKED ABOUT THINGS SOMEWHAT

  • DRAMATIC FOR THE SHORT-TERM

  • FORECAST FOR THIS COMPANY.

  • IT'S A MORE REASONABLE VALUATION

  • AT 22 TIMES NE

BOEING STILL THE BEST PERFORMER

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