Wall Street Breakfast Podcast: Google Delays Phaseout Of Third-Party Cookies

seekingalpha04-24

Google delays the phase-out of third-party cookies in Chrome, citing challenges and the need for further review by regulators.Tesla's stock rallies despite a drop in Q1 revenue, deliveries, margins, ...

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Prykhodov Listen below or on the go on Apple Podcasts and Spotify","collect":0,"end_time":0,"defaultTopTitle":"seekingalpha.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4511":"特斯拉概念","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","PSQ":"纳指反向ETF","LU0528227936.USD":"富达环球人口趋势基金A-ACC","QLD":"纳指两倍做多ETF","TQQQ":"纳指三倍做多ETF","QQQ":"纳指100ETF","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","GOOG":"谷歌","VLKAF":"Volkswagen AG","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","ENPH":"Enphase Energy",".IXIC":"NASDAQ Composite","LU0823411888.USD":"法巴消费创新基金 Cap","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4532":"文艺复兴科技持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4534":"瑞士信贷持仓","LU0061474960.USD":"天利环球焦点基金AU Acc","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","SQQQ":"纳指三倍做空ETF","BK4538":"云计算","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","CMA":"联信银行","GOOGL":"谷歌A","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","QID":"纳指两倍做空ETF","BA":"波音","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC"},"translate_title":"华尔街早餐播客：谷歌推迟淘汰第三方Cookies","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BA":1,"VLKAF":1,"GOOGL":1,"GOOG":1,"ENPH":1,"CMA":1,".IXIC":0.81,"PSQ":0.6,"QID":0.6,"QLD":0.6,"QQQ":0.6,"SQQQ":0.6,"TQQQ":0.6,"MNQmain":0.6,"NQmain":0.6},"content_text":"Google delays the phase-out of third-party cookies in Chrome, citing challenges and the need for further review by regulators.Tesla's stock rallies despite a drop in Q1 revenue, deliveries, margins, and EPS, as investors focus on the company's upcoming model.The FTC votes to ban non-compete clauses, with the new rule expected to lead to new business growth and the creation of over 8,500 additional new businesses each year.   Prykhodov Listen below or on the go on Apple Podcasts and Spotify \n\n\n\n\n\n\n\n\nGoogle (GOOG) (GOOGL) delays phaseout of third-party cookies in Chrome yet again. (00:26) Tesla (TSLA) rallies after pointing to its upcoming affordable models. (01:10) FTC votes to ban non-compete clauses. (02:08) This is an abridged transcript of the podcast. Google is once again pushing back its phase-out of third-party cookies on Chrome. The plan was to complete third-party cookie depreciation during the second half of Q4. It now expects the process to start early next year. The company cites “ongoing challenges related to reconciling divergent feedback from the industry regulators and developers.” In a statement, it also said that the UK’s Competition and Markets Authority (CMA) will need “sufficient time to review all evidence including results from industry tests.” The CMA is overseeing the phaseout. The phaseout deadline has been delayed twice already since it was originally set in 2020, giving advertisers more time to prepare. Tesla (NASDAQ:TSLA) shot up in postmarket trading, despite posting a drop in Q1 revenue, deliveries, margins, and EPS from a year ago. Investors seem to be latching on to the company's commitment to launch a more affordable model. Tesla said the model can be produced on the same manufacturing lines that they use for the current lineup. During the earnings conference call, CEO Elon Musk said the new models will come out in the early part of 2025 or potentially late in 2024 using aspects of its autonomous technology. Although he was not willing to say if the new models would be reiterations of existing models. In regard to a question on Optimus, the CEO said he expects the company will be able to begin selling the humanoid robots by the end of next year. He still thinks Optimus could be Tesla's (TSLA) largest business of all. Tesla in charts. The Federal Trade Commission has voted to ban non-compete clauses. The vote was 3-2. Under the FTC’s new rule, existing non-competes for the vast majority of workers will no longer be enforceable after the rule’s effective date. According to a statement on Tuesday, the final rule will become effective 120 days after publication in the Federal Register. The FTC estimates that banning non-competes will lead to new business growth of 2.7% per year, resulting in more than 8,500 additional new businesses created each year. Existing non-competes for senior executives - who represent less than 0.75% of workers - can remain in force but employers are banned from entering into or attempting to enforce any new noncompetes, even if they involve senior executives. Other articles on Seeking Alpha: JPMorgan CEO Jamie Dimon: U.S. economy is booming, but beware of fiscal dominance Grayscale files to register shares of ethereum trust, plans for lower-fee substitute History suggests the materials sector is about to hit a seasonal peak, RenMac says Catalyst watch:  Nasdaq will release its latest report on short interest positions. Volkswagen (OTCPK:VLKAF) will hold its China Capital Markets Day in Beijing. Management from the regional brands will showcase their respective product strategies for China, followed by deep dives highlighting technologies and partnerships. Boeing (BA) will hold its earnings conference call at 10:30am. Investors will be watching for any production updates and to see if the recent guidance for \"low single digit billions\" full-year free cash flow is reiterated.  Wall Street on Tuesday continued its recovery from its worst week in over a year, ending with solid gains. The NASDAQ (COMP:IND) and the S&P 500 (SP500) added more than 1% each, with the former rising 1.59% and the latter gaining 1.20%. The Dow (DJI) climbed 0.69%. Of the 11 S&P sectors, ten ended in the green, led by Communication Services and Tech. Now let’s take a look at the markets as of 6 am. Ahead of the opening bell today, Dow, S&P and Nasdaq futures are mixed. Crude oil is down 0.5% at more than $83 per barrel. Bitcoin is flat at more than $66,000. In the world markets, the FTSE 100 is up 0.7% and the DAX is up 0.4%. The biggest movers for the day premarket: Shares of Enphase Energy (NASDAQ:ENPH) declined 7% after the company reported lower than expected Q1 results and Q2 outlook. 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