Google Cloud is a great derivative play off growth of GenAI, says Evercore ISI's Mark Mahaney
CNBC Television
•
June 9, 2025
CNBC Television
@cnbctelevisionAbout
Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide. Don’t miss a market moment, Stream CNBC+ now: http://www.cnbc.com/WatchCNBCPlus
Latest Posts
Video Description
Mark Mahaney, Evercore ISI’s head of internet research, joins 'The Exchange' to discuss Google and the AI trade.
Essential Tech for AI Enthusiasts
AI-recommended products based on this video
Loading...
Amazon's Choice
TP-Link Tapo 2K Pan/Tilt Indoor Security WiFi Camera, Baby & Pet Camera w/ 360° Motion Tracking, 2-Way Audio, Night Vision, Cloud & Local Storage (Up to 256 GB), Works w/ Alexa & Google (Tapo C210)
(46,779)
32.99
FREE delivery Saturday, June 14 on your first order
2K+ bought in past month
Loading...
TP-Link Tapo 3K 5MP Pan/Tilt Security WiFi Camera, Baby & Pet Camera, 360° Motion Tracking, 2-Way Audio, 40Ft. Night Vision, Cloud & Local Storage (Up to 512 GB), Works w/Alexa & Google (Tapo C230)
(49,118)
$49.99
FREE delivery Wed, Aug 20
500+ bought in past month
Loading...
Seasonic Focus V4 GX-1000 (ATX3) - 1000W - 80+ Gold - ATX 3.0 & PCIe 5.1 Ready -Full-Modular -ATX Form Factor -Premium Japanese Capacitor -10 Year Warranty -Nvidia RTX 30/40 Super & AMD GPU Compatible
(22)
$423.35
FREE delivery Oct 8 - 10
Loading...
10.1 Inch Touch Portable Monitor IPS Screen 1366x768P 60Hz 400 Brightness 99% sRGB HDMI USB-C Monitors Switch for Xbox PS3/4/5 Laptop Compatible with Raspberry Pi, Mini Touch Screen
(1)
$99.99
FREE delivery Mon, Aug 11
Loading...
ELECROW 8 Inch Portable Monitor, 1280x800 Mini HD Display with Built-in Speakers, USB Powered, Non-Touch LCD Screen for Raspberry Pi, PC, Laptop, Jetson Nano, Game Consoles
(49)
$117.29$102.21
$6.86 delivery Thu, Aug 14
Loading...
7 Inch Portable Monitor Touchscreen HD 1024x600 LED Display Dual HDMI Port Small Monitor for PC Raspberry Pi Laptop Computer Xbox PS4/5 Switch Built-in Speakers
(61)
$68.99
FREE delivery Tue, Aug 12
Loading...
BrosTrend 1800Mbps WiFi 6 Linux WiFi Adapter for PC and Raspberry Pi 2+, Long Range USB WiFi Dongle Linux for Ubuntu, Mint, Debian, Kubuntu, Lubuntu, Zorin, Windows 11/10, Dual Band Wireless Antenna
(288)
$54.14
FREE delivery Sun, Jun 22
Loading...
DHT11 modules Digital Temperature and Humidity Temperature Sensor for arduino DIY KIT 5pcs
(1)
$15.99
FREE delivery Sat, Jun 14 on your first order
Loading...
soundcore by Anker P20i True Wireless Earbuds, 10mm Drivers with Big Bass, Bluetooth 5.3, 30H Long Playtime, IPX5 Water-Resistant, 2 Mics for AI Clear Calls, 22 Preset EQs, Customization via App
(61,759)
$29.99
FREE delivery Sat, Jun 14 on your first order
4K+ bought in past month
Loading...
Asus Zenbook Duo (2025), AI, Dual 14” WUXGA OLED Touch Laptop, Intel Evo, Intel Core Ultra 9 285H CPU, Intel Arc, 16GB RAM, 1TB SSD, Wi-Fi 7, Windows 11 Home, Inkwell Gray, UX8406CA-DS91T-CA
(3)
$1,998.00
FREE delivery Jan 27 - Mar 1
Loading...
MSI Stealth A18 AI+ A3XWIG-013CA 18" UHD+ mini LED 120Hz Gaming Laptop, AMD Ryzen AI 9 HX 370, RTX 5080, 64GB DDR5, 2TB NVMe SSD, Windows 11 Home
(1)
$4,499.00
FREE delivery Sat, Jan 3
Loading...
MSI Stealth 18 HX AI 18” 240Hz QHD+ Gaming Laptop: Intel Ultra 9-275HX, NVIDIA Geforce RTX 5080, 32GB DDR5, 2TB NVMe SSD, Wi-Fi 7, Win 11 Home :Midnight Black A2XWIG-045US
(12)
$3,999.00$3,587.85
FREE delivery Sat, Jan 3
Loading...
soundcore by Anker P20i True Wireless Earbuds, 10mm Drivers with Big Bass, Bluetooth 5.3, 30H Long Playtime, IPX5 Water-Resistant, 2 Mics for AI Clear Calls, 22 Preset EQs, Customization via App
(61,759)
$29.99
FREE delivery Sat, Jun 14 on your first order
4K+ bought in past month
Loading...
The Pandy - Emotional Healing on Demand, Realistic Panda Plush for Emotional Support, Mimics Natural Movements for Realistic Comfort, Pandy Ai Plush with Ultra-Soft Fur, The Comfort Hug You Have
(0)
$19.88
$4.99 delivery Aug 27 - Sep 9
Loading...
BASESAILOR iPhone 16 15 Pro Max Charger Cord,USB to USB C Cable 6.6FT/2Pack,Type C Charging Power Cord for Apple iPad 10,Samsung Galaxy AI S25 S24 S23 S22 S20 Plus Ultra Flip,A52 A53 A54,Google Pixel
(29,760)
$12.59
FREE delivery Sat, Jun 14 on your first order
500+ bought in past month
Loading...
![Spigen Case for Galaxy S25 Case, Tough Armor (Ai) MagFit [Wireless Charging] Compatible with MagSafe - Black](https://m.media-amazon.com/images/I/71dL2NiwINL._AC_UL960_FMwebp_QL65_.jpg)
Spigen Case for Galaxy S25 Case, Tough Armor (Ai) MagFit [Wireless Charging] Compatible with MagSafe - Black
(2,126)
$28.99
FREE delivery Sat, Jun 14 on your first order
500+ bought in past month