when we think of amazon, amazon's main principle here is customer obsession, right? it's all of that, the same-day shipping, three-day shipping. 12 different items in 12 different boxes. how has amazon made progress on that? >> you're right. they face a huge challenge, because their priority is to get you what you want as quickly as you can ask for it, i suppose, which traditionally has not been compatible with green initiatives. so amazon, their first big step is to electrify their fleet getting those packages to customers. but i think there's a lot more to come on how they're going to exactly get there. taylor: and you mentioned a lot of the oil and gas industry as well. that was as well mentioned in some of the complaints that the employees were posting online, talking specifically about the oil and gas industry. how is amazon currently working with them? what would the employees like to see? >> so amazon's cloud group, amazon web services, like the rest of the industry, is providing services to big oil and gas drillers. the activists would have them sever that re

amazon is looking strong. for the market overall, do we really need to get some clarity on where the virus is going or some evidence. the curve of new cases is starting to been lower. >> i think so. it is going to be a looming concern, how quickly as the virus spreading and how quickly what they get treatment that is effective? that is a big wildcard purity you look at some of the data available from the world health organization and i think it is fascinating. jon hopkins has an interesting chart where you can see the where is outside of china, it is relatively flat. it appears to be contained in i think that will be an important part of the story. whereponential growth that -- there is the inflection point. i think people will have that lingering doubt until we see that curve turned the other way. >> so much hinging on all the headlines. -- ryanf bewkes and jacobson, thank you. that does it for the closing bell. next, looking at one health records company connection to opioids. this is bloomberg. ♪ >> live

a change, the cfo from amazon, the chief sales officer, jeremy gorman, also out of amazon. really putting much more consistent best practices industry-wide into the company. hearing good feedback from the agencies, becoming more relevant, showing up more consistently on plans. into 2020, it was one of the ideas we had highlighted as one of our favorite for the year. taylor: where does that leave amazon? michael: on the advertising side or in general? taylor: yes, advertising. michael: i have done a lot of checks basically talking to large agencies that focus specifically on amazon. i think something that a lot of folks on the street don't necessarily understand or appreciate is that it is highly correlated to them with the business. their ad business for the most part looks a lot more like alibaba, where you have a company, say, like procter & gamble, selling products on the amazon site, also spending money on advertisements. this is a complete win-win for amazon. you get the consumer data, and it is a win for the brand manager at gamble. we are bullish. we think there are

we think of amazon,amazon's main principle here is customer obsession, right? that, the same-day shipping, three-day shipping. 12 different items in 12 different boxes. how has amazon made progress on that? >> you're right. they face a huge challenge, because their priority is to get as what you want as quickly you can ask for it, i suppose, which traditionally has not been compatible with green initiatives. so amazon, their first big instead of is to electrify their those packages to customers. but i think there's a lot more to come on how they're going to exactly get there. >> and you mentioned a lot of the oil and gas industry as well. as well mentioned in some of the complaints that the employees were posting online, specifically about the oil and gas industry. workingmazon currently with them? what would the employees like to see? >> so amazon's cloud group, web services, like the rest of the industry, is providing services to big oil and gas drillers. would have them sever that relationship entirely. amazon would say, listen, we operations are more effici

taylor: let's start with amazon, ?ow do you make inroads >> you do not break laws, this antitrust investigation, amazon has been playing games. they have third-party companies and cannot sell their amazon basics there. they put it under the guise of a different company. it is behavior they do in the united states, they should not do that. neutraling to be a marketplace, it is a neutral marketplace, so it needs to obey the laws and do what is right. europe is imposing restrictions on amazon. this is why there are protests. to depend onant amazon for their livelihood. they worry amazon is undercutting them and putting so many people out of business. amazon,it is not just but microsoft, their ceo has been critical of india. you were talking about how he is isolating himself from working with india by making comments on the religious-based citizenship laws. how do you work with india but also not comment on things you do not agree with? >> microsoft is very well respected. he made a mistake commenting on this new immigrati

why amazon for 2020? >> i feel that there are two overarching debates on amazon. again, on the sales side, it is consensus, it is either amazon, facebook, or google in no particular order, like choosing one of your best kids. i think it is amazon followed by facebook, followed at google. for amazon, the debate is twofold. one is they are investing a lot of money in same-day shipping. what will they return look like? i think we will see returns in the first half of this year with accelerating growth in some shape or form. maybe investors can give them a pass on margins. the second equally important debate is can amazon hold up its market share on the cloud versus microsoft or google? that is the biggest debate. i feel over the next call it 6, 12, 18 months, what amazon has been doing with the machine learning, hyper compute, mega workload that migrated the cloud, that is where amazon is doing a lot better as compared to microsoft and google. that is why i'm willing to bet that amazon can again step away from the crowd and continue to grow their market share. that i

finally, bigm and day for amazon. passing $2000ou stock, your joining the trillion dollar valuation. they are on the top line on the retail segment. it fell 88% of revenue. the cloud only 11%. analysts were worried. it looks like for now, amazon was able to get it done. we will have much more reaction coming up. paul: that was a powerful result. we look forward to unpacking that more. we have one market open for the region. that is trading for about one hour or so, off by about one third of 1%. sydni futures looking positive after the close in the u.s.. we will be watching japan closely today. a lot of data out of tokyo. job and retail numbers and industrial production, so plenty to watch there. we are keeping an eye on the yen, which has stayed stable through this concern over the coronavirus. australia haslar, a huge trade exposure to china. back to 2019 lows. taylor: in the meantime, let's get a check on the first word news. >> the u.s. economy is holding steady despite drops in major confidence indicators. the eco

amazon for 2020? >> i feel that there are two overarching debates on amazon. sales side, it is consensus, it is either amazon, facebook or google in no particular order, like choosing one of your best kids. i think it is amazon followed by facebook, followed at google. for amazon, the debate is twofold. one is they are investing a lot of money in shipping. what will they return look like? i think we will see returns in the first half of this year with accelerating growth in some shape or form. may be investors can give them a pass on margins. the second equally important debate is can amazon hold up its market share on the cloud versus or google? that is the biggest debate. i feel over the next call it 6, 12, 18 months, what amazon has been doing with the machine megaing, hyper compute, workload that migrated the cloud, that is where amazon is doing a lot better as compared to microsoft and google. that is why i'm willing to bet that amazon can add again step away from the crowd and continue to grow their market share. that is why i like amazon heading into 20

amazon is a big problem here and the problem here is amazon itself. it is not the country that is the problem. it is amazon's monopolistic ways which are tolerated in the united states. they should not be tolerated over there. taylor: what about apple and samsung? >> right. they are doing very well and they are being encouraged to move many factories. indians have not been buying high-end apple phones because samsung phones are better, but there are not really issues with those companies. our guest froms harvard law school. zen meat has been dubbed chinese version of impossible foods and launched its plant-based meat products on the market last year. tomcofounder spoke to mackenzie on the sidelines of the greater china conference in shanghai on how competition for the market is shaking out in china. >> the government definitely wants more plant protein intake or consumers, chinese consumers. also, unfortunately, we had last year that doubled the effect of the plant-based food sector. so a lot of food companies are noticing this new area. like our comp

why amazon for 2020? >> i feel that there are two overarching debates on amazon. again, on the sales side, it is consensus, it is either amazon, facebook or google in no particular order, like choosing one of your best kids. i think it is amazon followed by facebook, followed at google. for amazon, the debate is twofold. one is they are investing a lot of money in shipping. what will they return look like? i think we will see returns in the first half of this year with accelerating growth in some shape or form. may be investors can give them a pass on margins. the second equally important debate is can amazon hold up its market share on the cloud versus microsoft or google? that is the biggest debate. i feel over the next call it 6, 12, 18 months, what amazon has been doing with the machine learning, hyper compute, mega workload that migrated the cloud, that is where amazon is doing a lot better as compared to microsoft and google. that is why i'm willing to bet that amazon can add again step away from the crowd and continue to grow their market share. that is why

amazon is a big problem here and the problem is amazon itself. amazon's monopolistic ways are tolerated in the united states. taylor: what about apple and samsung? >> right. they are doing well and are being encouraged to move and you factory -- move the factories. there are not really issues with those companies. taylor: zen meat has been dubbed chinese version of impossible foods and launched it plant-based foods last year. they joined tom mackenzie shanghai on how competition for the market is shaking out in china. him and >> the government definitely wants more plant intake or consumers, chinese consumers. also, unfortunately, we had last the event that doubled the effect of the plant-based food sector. a lot of food companies are noticing this new area. like our competitors in the u.s. like beyondmeat and impossible foods, they have done very successful marketing and product development in the u.s. market. so, people are expecting if there is a company or a market for china. tom: do you have an estimate for the value of the market in china o

that is amazon. huge report. big story tomorrow. >>> visa will likely be a big story tomorrow, reporting results. they don't look so hot or at least the stock is not reacting well. kristina partsinevelos joins us. what is the deal on visa? reporter: a mixed bag. earnings came in line 1.46 with expectations. profit did well with the holiday season. but the issue you're seeing now, revenue fell short of expectations, $6.05 billion. lower than expected especially during a stellar moment. the holiday season you expect people to be shopping, swiping their cards, you don't want to see numbers like that. the growth in process transactions across the globe, that increased 11%. we're seeing some cross-border volume. people using their visa cards across across the border for international transactions that was up 9%. a share buyback program roughly $9.5 billion. overall though it is probably revenue number you're seeing hurting the stock in after-hours trading. the company, mastercard, visa, a lot of companies need to comp

erin >> yes, on the coronavirus, and other things, we talk about amazon, the amazon -- i like baba, a chance i like it. not expensive, given the growth it has. >> same theme, to karen's here, iq, and it is any type of weakness you see on the coronavirus, this is the chinese netflix. keep it on the short leash, though if it breaks that, exit the trade, you have upside from here. >> thanks for being here, looking forward to seeing you tomorrow ibm. >> that's the trade? ibm? thanks for watching "fast money. jimmy chill starts right now >>> my mission is simple, to make you money i'm here to level the playing field for all investors. there is always a bull market somewhere and i promise to help you find it. "mad money" starts now hey, i'm cramer. welcome to "mad money. welcome to cramerica other people want to make friends. i'm just trying to make you some money. my job is not just to entertain, but to educate, teach you, put it in context. call me, 1-800-743-cnbc. tweet me @jimcramer. what a day because of the coronavirus worries and then came roaring back whe

does someone come in and disrupt amazon? steve: amazon looks to be in a good position. walmart and amazon are duking it out. they had different strategies, but they are starting to converge. one was digital and another physical now they are trying to do a bricks and clicks type of strategy. most of the attention is on what is happening on the direct to consumer side of things. many copies that have formed, warby parker, frame bridge and others capitalizing on the e-commerce boom. there are also a lot of great companies doing things on the back and. -- and. consumers unnecessarily seated, but companies like big commerce focusing on reverse logistics. what happens when products get returned. freightway, figuring out where trucks should go to deliver the products. the e-commerce revolution is not just what is happening when you order a product. it is all the infrastructure happening around that will continue to accelerate in the next decade. taylor: we have less than a minute. i wanted to get your thoughts given we just surpassed the 20 year anniversary of the aol-time war

amazon is a big problem here and the problem is amazon itself. i don't think it is a country's but it is amazon's monopolistic ways are tolerated in the united states. and we shouldn't tolerate it over there. taylor: what about apple and samsung? right they are doing well and . are being encouraged to move and you factory -- move the factories. there are not really issues with those companies. taylor: zen meat has been dubbed the chinese version of impossible foods and launched it meet products on the market last year. the co-founder spoke to tom ofkenzie on the sidelines the meeting on how competition for the market is shaking out in china. >> the government definitely wants more plant protein intake, unfortunately, last year, it doubled the effect of the plant-based food sector. a lot of food companies are noticing this new area. like our competitors in the u.s., like beyondmeat and impossible foods, they have done very successful marketing and product development. people are expecting if there is a company or a market for china. tom: do you ha

amazon,, the cfo from the chief sales officer, jeremy gorman, also out of amazon. really putting much more consistent best practices industry-wide into the company. hearing good feedback from the agencies, becoming more relevant, showing up more consistently on plans. was one of the ideas we had highlighted as one of our favorite for the year. taylor: where does that leave amazon? michael: on the advertising side or in general? taylor: yes, advertising. michael: i have done a lot of checks basically talking to large agencies that focus specifically on amazon. i think something that a lot of folks on the street don't necessarily understand or appreciate is that it is highly correlated to them with the business. their ad business for the most part looks a lot more like alibaba, where you have a company, say, like procter & gamble, selling products on the amazon site, also spending money on advertisements. for is a complete win-win amazon. you get the consumer data, and it is a win for the brand manager at gamble. we are bullish. we think there are some good things go

as fast as amazon. they don't have the margin expansion opportunity. yeah, i think there is plenty of room for upside that my target takes them to $1.15 trillion. taylor: david? david: what's amazing is there is such now in amazon. for years, we took for granted these are growth oriented people. now they are figuring it out. it is one of the things they are surprising us with. i think it is a little pricey, but like i said before, this company is establishing the playing field for all business globally, they deserve a premium. i guess that's what investors have concluded, including michael. taylor: both of you mentioned facebook. i want to pivot their next as we draw parallels and take a look at what was good this week. frankly in facebook's case, being good enough frankly is not enough these days to get it done. michael, 25% growth rate not enough for facebook? michael: i think facebook's problem is they were priced for perfection and they delivered greatness but not perfection. 3 billion$ daily users

it is amazon. the top five.in why amazon for 2020? are twol that there overarching debates on amazon. it is as consensus, either amazon phase for googling , it is like choosing one of your best kids. think the debate is twofold. one is enlisting a lot of money in shipping, what will the return look like? maybe investors can give them a pass. the second debate is can amazon --d its markets share market share on the cloud? i feel that over the next 18 months, what amazon has been with the mega workload that migrated the cloud, that is where amazon is doing better than microsoft and google. that is where i am willing to bet that amazon can separate. that is why i like amazon heading into 2020. >> picking between facebook and google, i am showing where it is total ad revenue and not add revenue growth. google and facebook are clearly number one and number two. are those the best two points to benefit from a constructive add send market? companiese the two that have a symmetric growth and asymmetric model share. both areand google multi-he

that's happening amazon. how are you so still. going out to busy doing. amazon. nothing. nothing is going to do the population nothing much is going to people from mama's own little you can see you can feel it this is the famous amazon rain forest along this of the planets one we were sailing to the morrow indians land we post formal barges laden with. eric is going to check up on the morrow try they aren't as exotic as the so they're easier to reach. one more small river to navigate and will be there. the indigenous people complain of conflicts with lumberjacks over their rain forest the limits of permissible deep forestation a somewhat vague a lumberjacks interpret them as they see fit cutting down only 20 trees is enough to change the ecosystem within a radius of a few kilometers. 'd 'd the chief is now showing us his fishing gear. all. the venomous snake bites and one of the main local health concerns it's speed of response is vital but then locals boats have such low powered engine that. it takes them about 12 hours to reach sounds around. the local healer's supply a

that's happening amazon. how are you so still. going to busy doing. amazon. nothing. nothing is going to do the population much remote is going to people on the phone will you can see you can see if this is the famous amazon rain forest along this of the planets one we were sailing to the mine. oh indians land we passed 4 more barges laden with. eric is going to check up on the morrow try they aren't as exotic as the zoe so they're easier to reach. 'd one more small river to navigate and will be there. the indigenous people complain of conflicts with lumberjacks over their rain forest the limits of permissible the forestation a somewhat vague a lumberjacks interpret them as they see fit cutting down only 20 trees is enough to change the ecosystem within a radius of a few kilometers. 'd the chief is now showing us his fishing gear. and. the venomous snake bites and one of the main local health concerns speed of response is vital but the locals boats of such low powered engines. it takes them about 12 hours to reach sounds around. the local healer's supply are boiling t

that's happening amazon. our souls. going out to busy doing. amazon. nothing. nothing is going to do the population nothing is going to people from mama's own little you can see you can see. this is the famous amazon rain forest along this of the planets one we were sailing to the morrow indians land we passed formal barges laden with. eric is going to check up on the morrow try they aren't as exotic as the zoe so they're easier to reach. ready ready ready ready ready ready one more small river to navigate a movie that. the indigenous people complain of conflicts with lumberjacks over their rain. forest the limits of permissible deep forest station a somewhat vague a lumberjacks interpret them as they see fit cutting down only 20 trees is enough to change the ecosystem within a radius of a few kilometers. 'd 'd the chief is now showing us his fishing gear. all. the venomous snake bites and one of the main local health concerns its speed of response is vital but the locals boasts of such low powered engine that. it takes them about 12 hours to reach sounds aroun

and meet some hard travel amazon workers this is your d w business report i'm stephen beardsley in brylin good to have you with us. global markets are watching closely as tensions rise in the middle east following the u.s. killing of a top iranian general of special concern or oil the persian gulf is home to some of the world's biggest oil producers and they're now in the middle of an escalating crisis. the u.s. air strike has sparked concerns that regional tensions could escalate further but tension disrupting crude supplies the strait of hormuz located between a man and iran connects the persian gulf with why does the ways some 20000000 barrels of oil pass through this choke point every day any hint of trouble in the region since the price is climbing the persian gulf is home to 3 of the world's top 10 oil nations when measured by oil reserves iran's mainstream exports have already been squeezed by u.s. sanctions but iraq has become one of the region's biggest exporters and now it's ground 0 for the current crisis. news of the nation pushed brant crude up just over 4 percent on thursday

microsoft scooped amazon on that. that doesn't concern you, as far as amazon's position. >> no. i think the most interesting thing that was said during the call was amazon has ain a back g for aws. we would have spent more on aws but amazon has three pricing tiers. deirdre: which is so smart. >> one you buy on demand, the second you precommit for a world, the third is spot instances. a lot of companies are moving to cheaper tiers. in doing that, they're precommitting more dollars. amazon is locking up the market with that. deirdre: bezos is managing it, let's say that. i want to ask about streaming. we saw the statistic, 150 million prime members betters, some is streaming, some is deliveries. that's up 50% since 2018. that's incredible growth. >> yes. deirdre: what do you think this means, especially as more -- disney plus is online, apple tv plus is online and all the competitors from the networks. >> i don't think it's a great sign for streaming. i think it's a great sign for same day delivery. deirdre: okay. >> amazon bundles those together at price points of $100 or more in

that's happening amazon. how are you still sis going to busy doing. amazon. nothing. and. nothing is going to do the population nothing is going to people from mama's own little you can see you can feel that this is the famous amazon rain forest along this of the planet while we were sailing to the morrow indians land we passed 4 more barges laden with. eric is going to check up on the morrow try they aren't as exotic as the so they're easier to reach. 'd one more small river to navigate and we'll be there. the indigenous people complain of conflicts with lumberjacks over their rain forest the limits of permissible the forestation a somewhat vague a lumberjacks interpret them as they see fit cutting down only 20 trees is enough to change the ecosystem within a radius of a few kilometers. the chief is now showing us his fishing gear. and. venomous snake bites and one of the main local health concern is speed of response is vital but the locals boats have such low powered engines. it takes them about 12 hours to reach sounds around. the local healer's supply are boiled into

and meet some hard traveled amazon workers. this is your business report i'm stephen beers in berlin thanks for joining us. companies operating in iraq are tightening safety measures after the u.s. killed a top iranian general drawing val's of retaliation from teheran oil refineries and shippers in the persian gulf have been targeted in the past for iranian sponsored actions in global markets are clearly fearing a repeat oil prices rose on friday and stocks fell. the u.s. air strike has sparked concerns that regional tensions could escalate further but tensions disrupting crude supplies the strait of hormuz located between a man and iran connects the persian gulf with wider is the ways some 20000000 barrels of oil pass through this choke point every day any hint of trouble in the region sends the prices climbing the persian gulf is home to 3 of the world's top 10 oil nations when measured by oil reserves iran's mainstream exports have already been squeezed by u.s. sanctions but iraq has become one of the region's biggest export

at amazon headquarters in seattle, 11:00 a.m. on wall street and "squawk alley" is live ♪ >>> i'm carl quintanilla with morgan brennan and jon fortt at post 9 first, some breaking news from american airlines, and for that we turn to leb lphil lebeau once again. >> american airlines suspending all flights between the u.s. and mainland china we now have the date when that takes av effect and it takes effect immediately, starting today. they will suspend all of their flights between these two countries, the u.s. and china. that goes all the way through february 13th. come february 13th, depending on the situation with the coronavirus, whether or not there is demand for people who want to fly to china or from china to here, they will re-evaluate their operations and whether or not they bring back some flights, all flight, or they continue to not fly at all between the two countries. again, american suspending all flights between the u.s. and china starting today and that runs for the next two weeks through february 13th. >> phil, i

best news of the night, other than amazon. worst news is again these -- i look over the oil companies, their numbers are fine >> exxon is at almost a ten-year low this morning honeywell we didn't touch on they guide weak organic growth largely on the max street is at 3.5 >> they also have a safety division and it's a division that has this incredible intelligent warehousing and they've lost a lot of contracts. if you want to know who does the warehousing for amazon, zebra is one of the contracts they also bought cymbal. they said the max is part of the problem. >> levi's beats by a nickel revenues light buy back 100 million, 14% div hike they talked about china, they'll close a bunch of stores. >> i thought it was a push they're in the wrong places and also in the malls. chip did a good job. chip has a lot of things cooking. >> chip is the lead director on the hp board >> yes and he's spending -- >> probably taking up some of his time >> i asked him about it, he said it's a matter of course. he's a dedicated executive but does

that's happening amazon. our souls. going out to busy doing now. on. nothing. nothing's going to do the population nothing is going to people don't pull you can see you can feel. this is the famous amazon rain forest along this of the planets one we were sailing to the morrow indians land we passed formal barges laden with. eric is going to check up on the morrow try they aren't as exotic as the so they're easier to reach. ready ready ready one more small river to navigate a movie that. the indigenous people complain of conflicts with lumberjacks over their rain forest the limits of permissible deforestation a somewhat vague a lumberjacks interpret them as they see fit cutting down only 20 trees is enough to change the ecosystem within a radius of a few kilometers. 'd the chief is now showing us his fishing gear. for. venomous snake bites and one of the main local health concern is speed of response is vital but the locals boasts of such low powered engine. it takes them about 12 hours to reach sounds around. the local healers apply a boiled into the bite to bu

specifically, at amazon, how did this start? >> amazon does not have a of theion like some companies in silicon valley do. it is more of a buttoned up work sort of place. in late 2018, a bunch of employees got together just looking around the climate change headlines and how they were impacting business. some had huge wildfires in washington state. they decided to take action and push the company to commit to doing more publicly to fight climate change. since then, the company has taken many steps. taylor: i want to get a little bit more of amazon's response. what else are they telling you about this sort of updated communication policy? >> they are reiterating that they do not think their communications or prohibition on employees going out the house ,nd talking about the company they want to stay senate or at least ask approval. taylor: we often hear about filingany big techer complaints or lawsuits. anyhis -- could there be legal ramifications here? >> we have not heard any rumblings of that so far pertaining to amazon. i thi

none of those retailers want to work with amazon which is one of their biggest competitors in amazon's consumer business. they do not want to live amazon's pocket. microsoft has been working with these customers from kroger to walgreens to now ikea, on a bunch of different things like store of the future kind of concepts. ways to help these companies e-commerce sites better monetize . some more advertising. things that will help these retailers do a better job of competing with amazon consumer business and at the same token, these relationships help microsoft cloud business compete better with amazon's cloud business. taylor: as you look at microsoft in your coverage, where do you see them being able to expand their cloud offerings to go more toe to toe with amazon? greg: sure. all,ld say maybe first of to take a step back, amazon is still a terrific service. it will get larger over time. but we have consistently seen microsoft narrow the gap in terms of size. we expect that to continue. they are doing a better job disproportionately getting more enterprise business. billion contract w

economy, amazon needs this afternoon to work to sustain their growth >> we talked about how amazon was putting up impressive revenue but not profitability. everyone said, no. they will turn that on when they need to. they've turned that on is that a blip to show what they need to but it may not be a continuing trend or is that something that could be sustained here for amazon? >> i think having covered amazon for a while, there will be ebs and flows. what that quarter does show, when it is as strong as it was, those margins are powerful clearly expect a more moderate first quarter. >> i would be remiss if i didn't ask you about aws. still very impressive even as you see a company like microsoft growing its gains in the cloud >> there is clearly a trend towards cloud and amazon being a leader in the space. the growth you saw in the quarter, certainly plays some concerns that others may have given the intense competitive environment. >> i think the growth is lifting all of those >> thank you >>> coming up, energy under pressure again some investors are still making bullish calls on the s

that's happening amazon. how are you so still. going out to busy doing going out. on. nothing. nothing's going to do the population nothing much is going to people from mama's own little you can see you can see that this is the famous amazon rain forest along this of the planets one we were sailing to the morrow indians land we post formal barges laden with. eric is going to check up on the morrow try they aren't as exotic as the zoe so they're easier to reach. one more small river to navigate a movie that. the indigenous people complain of conflicts with lumberjacks over their rain forest the limits of permissable de forest station a somewhat vague a lumberjacks interpret them as they see fit cutting down only 20 trees is enough to change the ecosystem within a radius of a few kilometers. 'd 'd the chief is now showing us his fishing gear. all. the venomous snake bites and one of the main local health concerns it's speed of response is vital but the locals boasts of such low powered engine that. it takes them about 12 hours to reach sounds around. the local healers apply a boi

that's happening amazon. how are you so still. going to busy doing. amazon. nothing. nothing is going to do the population much remote is going to people on the phone will you can see you can see that this is the famous. amazon rain forest along the of the planet while we were sailing to the morrow indians land we passed for more barges laden with lumber. eric is going to check up on the morrow try they aren't as exotic as the so they're easier to reach. ringback ready ready one more small river to navigate and will be there. the indigenous people complain of conflicts with lumberjacks over their rain forest the limits of permissible the forestation a somewhat vague a lumberjacks interpret them as they see fit cutting down only 20 trees is enough to change the ecosystem within a radius of a few kilometers. 'd 'd the chief is now showing us his fishing gear. and. all. the venomous snake bites and one of the main local health concerns speed of response is vital but the locals boats have such low powered engines. it takes them about 12 hours to reach sounds around. the l

we don't see it much anymore and of course where is amazon? through 2000 back in those days when you talked to the smartest guys from wall street, the two words they most commonly used to describe amazon were ponzi and scheme it was always the most shorted stock around with one short seller after another arguing that the business couldn't last. eventually jeff bezos would run out of money before amazon ever amounted to anything but there are always true believers. there are people who loved the product, people who found the alternative, going to the mall, looking for a parking spot, walking around in a dreary house of consumption to be resulsive, and exercise in inconvenience and where you end up paying top dollars to be hustled by bottom dollar businesses. i say this as someone who likes to shop. my family was steeped in retail, but even i was smitten by amazon early on i couldn't understand why they hated it so much the charitable trust has owned it since the beginning the model seemed obvious with palpable ambition and mind-blowing ambition

that's happening amazon. how are you still still. going out of her busy doing. amazon. nothing. nothing is going to do the population much remote is going to people on the phone will you can see you can see that this is the famous amazon. rain forest along this of the planet while we were sailing to the morrow indians land we passed 4 more barges laden with. eric is going to check up on the morrow try they aren't as exotic as the so they're easier to reach. ready ready ready ready one more small river to navigate and will be there. the indigenous people complain of conflicts with lumberjacks over their rain forest the limits of permissible deep forestation a somewhat vague a lumberjacks interpret them as they see fit cutting down only 20 trees is enough to change the ecosystem within a radius of a few kilometers. 'd 'd the chief is now showing us his fishing gear. and. all. the venomous snake bites and one of the main local health concern is speed of response is vital but the locals boats have such low powered engines. it takes them about 12 hours to reach sounds around. the loc

microsoft, amazon, and google. so the big question mark is is a loss of jedi. >> thank you very much. >> thank you. >> $15 billion for jeff bezos after hours here >> yeah. >> do the calculations ly vie's earnings are out. >> a mixed quarter for tapparel maker. they were expecting 21 cents and came in at 26% revenue was a slight miss. company announcing $100 million buy back initiating a dividend of 8 cents. they're shutting half of their stores in china due to the coronavirus a few months afterly vie opened the biggest store in wuhan. the epicenter of the virus the call begins at 5:00. we'll be on the call that's something investors will be listening closely to when the call kicks off back to you. >> thank you so much >>> up next, we'll break down the chafrts and the retail investor sentiment is a red flag >>> today's closer is nelson peltz. coming up, how he is putting money to work amid the recent volatility and what he makes of evaluations. >>> as a reminder, you can watch or listen to us live on the go on the c

this is the amazon app. the big concern when amazon takes it up a notch when they start using palms as credit cards, will consumers get on board? are they worried about fraud? i still have to clarify how they will detect fraud within these terminals and, as people are going to willingly give up more of their data to these big technology companies. i would like to point out that this isn't the first time. there is already elementary schools in florida that are using palm technologies so that kids can get through the food line. they're using it in japan with atms as well. the future is here. are we going to accept it as well. connell: elementary schools in amazon and florida. kristina, interesting. thank you. deirdre: we'll take that point to run with it with our guest. daniel rue beano, dan as kristina mentioned, we're in the era people canceled fitbits. google bought the company. they don't want google to have the data. there is a big mistrust with tech companies with our data. will consumers go for paying o

the two names that aren't falling -- ibm and amazon. we'll dive into both of those companies straight ahead heading to break, here's the biggest losers on the dow. you have dow, chevron, exxon, visa all down between 3.5% to 5 35% at this stage. weekend trip. fifteen minutes until we board. oh yeah, we gotta take off. you downloaded the td ameritrade mobile app so you can quickly check the markets? yeah, actually i'm taking one last look at my dashboard before we board. excellent. and you have thinkorswim mobile- -so i can finish analyzing the risk on this position. you two are all set. have a great flight. thanks. we'll see ya. ah, they're getting so smart. choose the app that fits your investing style. ♪ 100% online car buying. carvana's had a lot of firsts. car vending machines. and now, putting you in control of your financing. at carvana, get personalized terms, browse for cars that fit your budget, then customize your down payment and monthly payment. and these aren't made-up numbers. it's what you'll really pay, right down to th

ericsson's us with the amazon rain forest has been turned into soybean fields. that you feel. respect if all. we thought. once in 2003 eric was called on to give emergency treatment to a drs woman suffering from a brain injury. he borrowed a plane from a friend and immediately flew to the rescue there was a small field hospital on a landing strip near to the zoe tribes land however the flight was illegal and made it eric's own risk evacuated the woman to the hospital operated and flew her back 2 days later in so doing he became a zoe's personal doctor. today the zoe are a model for the brazilian government's approach to tribal people the situation was very different in the late eighty's however when their very existence was threatened. after a visit from missionaries caused half the tribe to die from viral infections the state took them under its protection. the main ritual in this life involves piercing the lower lip a ceremony carried out once children have developed their adult teeth. the piercing is made with the mechanics leg bone which is then left in the liver for some

but specifically at amazon, how did this start? matt: amazon doesn't have a reputation for employee activism like some of the companies in silicon valley do, given that it's more of a buttoned up work sort of place. but in late 2018, a bunch of employees got together just looking around the climate change headlines and how they were impacting amazon's business. some had huge wildfires in washington state. they decided to take action and push the company to commit to doing more publicly to fight climate change. and since then, the company has actually taken many steps it would've recommended at that time. taylor: i want to get a little bit more of amazon's response. what else are they telling you about this sort of updated communication policy? matt: they're basically reiterating that they don't think their communications or prohibition on employees going outside the house and talking on behalf of the company. they want them to stay silent or at least ask for approval before going outside the house and talking about topics like this

center room in the north of brazil was founded as an amazon jungle bought it 1st exported spices then cocoa later rubber before turning to cocoa again today it specializes in gold book sides and soy the latter is now a major reason behind the deforestation of the amazon. for these reasons santorum has become a symbol of economic conquest and environmental destruction locals even compose ballads about it. no doubt 2 it was the go. no learning english because all those are little game with. their back. not sound but i think we. need it some of that good. news that you just. sit. there must be are. not going. to be. gone you're going to get one of them from me didn't share your beating will think you got. it in your wars or once they've. given up going to look you in the pizza but if you get up bash cardamom fall i don't have a sniper lawmakers hold me with. a. disease buds of the river peoples main mode of transport son to rem is a hub for the inhabitants of the many remote villages scattered along the banks of the amazon and its hundreds of tributaries. people travel here for medical a

that's happened amazon. our souls. going out to do it while i am on. laughing. nothing's going to do the population nothing is going to people on the phone will you can you can feel. this is the famous amazon rain forest along this of the planets one we were sailing to the morrow indians land we passed formal barges laden with. eric is going to check up on the morrow try they aren't as exotic as the so they're easier to reach. ready ready ready ready ready ready one more small river to navigate a movie that. the indigenous people complain of conflicts with lumberjacks over their rain forest the limits of permissible deforestation a somewhat vague a lumberjacks interpret them as they see fit cutting down only 20 trees is enough to change the ecosystem within a radius of a few kilometers. 'd 'd the chief is now showing us his fishing gear. for. venomous snake bites and one of the main local health concern is speed of response is vital but the locals boats have such low powered engine that. it takes them about 12 hours to reach sounds around. the local healer's app

>> so mike, you and i looked at amazon for many years here amazon is a company that's never shied away from investment opportunities. there's a quote from the cfo must have been seven years ago, every once in a while like to show how profitable we could be and go back into investment mode showed that the first half of 2019, reached record high profit margin levels and free cash flow levels, then started getting back into investment mode. the street's guess is margins continue to expand because of the margin mix, positive margin mix from cloud computing and advertising. i wouldn't put it past amazon to double down on one day investment initiative, double down on physical store retail experiments like amazon go i wouldn't put it past them to double down on enterprise sales force build out for aws. amazon cannot afford to lose the leading position in the market. >> on cloud, sounds like they're going to do that i want to talk about your netflix call i believe you said the surprise is that sub growth will accelerate, said it last year, and it didn't work out seems to me you point out the f

jason: talk about the amazon deal. we talk so much about the cloud and amazon services. what does that enable you to do? s: we spent almost a year and a half with amazon to do this. we are bringing the cloud service out to the edge together us access give a norm to applications. this is the first time in the .orld where we are seeing this amazon could not have done it by themselves because they do not have wireless 5g. ricin could not have done it by ourselves because we do not have cloud software. this is something transformative. as a developer, you can click on our website and start developing an application for 5g with enormous throughput. it is transformative. may be thousands of them. we can then give 5g experiences with low latency. autonomous callers, real-time ar-vr. all of that can be at the edge. we are just seeing the start. that is why we are so excited about this partnership that we launched on the third of december last year. ceo,r: that was verizon's hans vestberg. and now, 5g. it is also the focus of senator marco warner from virginia. he joined bloomber

. >> talk about the amazon deal. we talk so much about the cloud and amazon web services. what does that enable you do do? >> it is extreme exciting. i spent -- we spent almost 1 1/2 years with amazon to do this we are bringing the cloud service out to the edge together with 5g in order to get super low and applications.or this is the first time in the world where actually we have seen that project. amazon couldn't have done it by themselves because they don't have wireless 5g. verizon couldn't have done it by ourselves because we don't have cloud software. it is so transform tiff that basically you can click on our first 5g website in chicago and start developing an application with 5g. of course, it's a transformative. think of us have hundreds of them, maybe thousands of them other time where you have big data centers maybe less than 10 in the country. we can then tie the experiences of low lay tense si. and they're going to the internet and get the facts back. autonomous cars and realtime a.r. v.r., intelligence all of that can be at the end. that's why we're so excite

what did amazon teach us yesterday? >> i did not catch the question. >> what did amazon teach us yesterday? >> this notion of crushing estimates, the right way to think of it is that amazon has not crushed expectations. the company this quarter is less profitable than it was last year. it is not exactly news because what they are doing is investing quick deliveries, which is fine. but i think it's sets amazon up to basically be more of the same. amazon has a horrible habit of not making any money. it is fine, but that is really where my issue with the company lies. great company, good strategy. and there were so many questions about the fact that they were overspending. does this give the strategy a bit more credence. >> absolutely. i'm the last person to criticize the strategy. if you look closer at the numbers, aws is guiding extremely well. have become an advertising juggernaut. they have 150 million amazon prime subscribers. from that perspective, things are going extremely well. they have done a reasonable job when

look at amazon, for example. a lot of companies will simply not take on antitrust issues because they can be disappeared from their business. they can be cut off from consumers if amazon decides they don't want to algorithmically preference the search results. same goes for google. nursing antitrust cases come to light around this but they are very difficult to prove because there's this lockbox of algorithms that frankly, we should dig into that but -- >> with amazon, it's about amazon having both the e-commerce and logistics network deliver packages and allow third parties at the same time at its own branded products competing against customers. in apple's case, it's having an app store where third parties have to do business and have apples platform about the same time having its own apps on that platform, podcasts, if i am spotify, i have to pay and you are competing with me. >> thank you. that's exactly right. fundamentally, there are rules in place already two separate networks and commerce. what you're des

amazon is positioned to grow well. paul: how is amazon positioning itself in terms of the ad market ? andrew: i think the ad business is a sleeping giant of their business. high-margin, and that is growing in conjunction with the growth and acceleration in the commerce business. even though the ad business is over 5% of revenue, it has a bigger impact on their operating margin. i think as we go forward, it is growing very quickly. they haven't even started to crack into the video space. i think that is where that market breaks open for amazon, the start to chip away at $70 billion in the tv ad market. paul: how about the spending side for amazon? we have seen headcount rising and spending rising to look after the promise of one day shipping. how long could that continue? andrew: we saw the next day prime costs starting to normalize. it has stabilized in that business. we expected more in q4 and it would have made a lot of sense for their investment. proof point ast they finished out the availability. so it is clearly p

that's happening amazon. how are you so still. going to busy doing. comments on. nothing. nothing's going to do the population much remote is going to keep. flarm was on floor you can see you can hear. this is the famous amazon rain forest along the of the planet while we were sailing to the morrow indians land we passed 4 more barges laden with lumber. eric is going to check up on the morrow try they aren't as exotic as the zoe so they're easier to reach. ready ringback ready ringback ready one more small river to navigate and will be there. the indigenous people complain of conflicts with lumberjacks over their rain forest the limits of permissible the forestation a somewhat vague a lumberjacks interpret them as they see fit cutting down only 20 trees is enough to change the ecosystem within a radius of a few kilometers. 'd 'd the chief is now showing us his fishing gear. all. the venomous snake bites and one of the main local health concern is speed of response is vital but the locals boats have such low powered engine that. it takes them about 12 hours to reach sounds

let's now turn to india, because amazon boss jeff let's now turn to india, because amazon bossjeff bezos says he will invest $1 billion in digitising small and medium businesses. invest $1 billion in digitising smalland medium businesses. his visit, though, comes at a time when traders across the country have been protesting against the e—commerce giant. we have more from delhi. a warm welcome for amazon's jeff bezos at an event in delhi, and in return, he announced a gift... or what some are calling an olive branch for indian business. going to invest an incremental1 billion us dollars in digitising small and medium businesses. we are going to use our global footprint to export outside of india, to export 10 billion us dollars of make in india goods. mr bezos hasn't been to india since 2014 and although his company has expanded significantly since then, some attitudes towards the tech giant haven't changed. jeff bezos‘s visit to india comes at a ethical time when the competition commission of india has launched an investigation into the sleep discounts and exclusive offers on amazon