Locator: 49867CRAMER.
Know who I haven't seen lately (but I'm only on Cramer's first hour)? Mohamed El-Erian.
OMG: MSFT is down 10%!!!
WTI: up almost 4%; up $2.32; trading at $65.53.
META: first ten minutes all about META and MSFT.
productivity increased by 30% by one group of engineers; another group of engineers, productivity increased by 80%
IBM: up 9%.
AI: Claude and Gemini both hurting Copilot (aka "clippy"). MSFT down 7% but much of that due to CAPEX spend projection. Meme: slowing cloud growth.
TSLA: could open up 1.5%.
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Intersection
AI prompt: the intersection of "the cloud," language models, large data centers, and agentics.
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4-IR
Re-posting from a few days ago.
Seriously, I asked Google Gemini this question, tongue-in-cheek. Google Gemini apparently thought I was serious.
The AI prompt, asked tongue-in cheek: Are some investors still over-thinking the Fourth Industrial Revolution?
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AI prompt: just prior to the dot.com bust in 2000 or thereabouts, approximately how many web-based app companies IPO'd?
AI prompt: of the 500+ internet-related companies that went public during the dot.com bubble who were the top fifteen winners?
I cannot recall CNBC ever covering this company. Obviously CNBC has mentioned it on occasion but I've never caught it on CNBC.
