Updated: Powell at Noon – Activision Blizzard (NASDAQ:ATVI), BP (NYSE:BP)

good morning to all!

The AI ​​chatbot race has begun, with the competition heating up between:

– ChatGPT (OpenAI and Microsoft)

– Bard AI (Google)

– Ernie (Baidu)

Who will win?


Prices as of 4 p.m. EST, 2/6/23; %YTD


market update

US State of the Union tonight

Fed Jerome Powell speaking at 12 noon

  • Feb 1 increase 25 basis points 4.50% -4.75%

  • March 22 up 25 basis points to 4.75% -5.0%

  • May 3 Hike or pause? 5.0% -5.25%

US 30-year mortgage rates

Crude 75 +1.7%

Google Google

  • Testing their new AI service

  • A wider public launch is planned in the coming weeks

  • New search engine to compete with ChatGPT

  • Today at 1 PM Microsoft msft To highlight the Bing/ChatGPT combo

Income

  • activism blizzard atvi +3% Microsoft to be approved to buy ATVI, $95 offer versus $74 stock

  • simon property SPG flat eps in-line, occupancy rate 94.9%, guide light

  • pinterest pins Flat Q4 weak, Q1 guide weak, focus spending efficiency

  • take-two interactive TTWO flat eps miss, guide cut, cautious buying behavior

  • BP BP + 5% increased dividends and increased buybacks

  • Fiserv FISV +3% EPS in-line, better guide than the road

  • KKR KKR +1% $0.92 distributable earnings vs $1.59 year ago, $500B assets

  • centen cnc flat minor topline beat, guide in-line

  • the carrier karr -4% in-line, 10% down order as expected, in-line guide

  • dupont DD +1% in-line, Q1 guidance similar to other chemical companies

  • Royal Caribbean rcl +4% loss better than expected, infrastructure cost rises


crypto update

Digital Currency Group (DCG)

digital asset fund flows

  • Incoming for the fourth consecutive week



  • YTD inflow = $230 million



  • 90% of bitcoin flow ($69 million)

  • $8.2 million for short-bitcoin products

  • the rest of the flow is silent

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