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Jan 30, 2024
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microsoft, alphabet, amd. let's send it over. >>> mixed picture for the scorecard on wall street, especially for big earnings. we are here with morgan. it >> the tech sector is dragging down the nasdaq ahead of a trio of earnings this hour. coming up, instant analysis of today's liners. >> while we wait
microsoft, alphabet, amd. let's send it over. >>> mixed picture for the scorecard on wall street, especially for big earnings. we are here with morgan. it >> the tech sector is dragging down the nasdaq ahead of a trio of earnings this hour. coming up, instant analysis of today's liners. >> while we wait
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Mar 5, 2024
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hstech drive slow as amd hits a road block. supreme court rules donald trump can appear on the ballot, the latest in the race for the white house. breaking news. capital market stay in london looking at core eps at 1.85 euros. structural changes remain and option, but investors are looking at changes. sales are a beat. those are the top lines. there is a focus on structural changes. suggesting there are not any changes yet, focusing on divestments and litigation risks for roundup weed killer and lawsuits continue to play out. china setting a growth target of 5% and setting a deficit target. interesting given deflationary pressures. european stocks ended flat. ftse futures are down. modest downside across u.s. stocks. nasdaq point to losses of 5%. a&e failing to get the green light to sell chips in china. looking at chips this morning. let's look at gold, bitcoin and euro-dollar. the focus is on market reaction to the national people's congress. tech stocks are feeling the squeeze in hong kong, down 4%. gold on a record. 2160 pe
hstech drive slow as amd hits a road block. supreme court rules donald trump can appear on the ballot, the latest in the race for the white house. breaking news. capital market stay in london looking at core eps at 1.85 euros. structural changes remain and option, but investors are looking at changes. sales are a beat. those are the top lines. there is a focus on structural changes. suggesting there are not any changes yet, focusing on divestments and litigation risks for roundup weed killer...
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Mar 5, 2024
03/24
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that is what happened to amd. they designed a chip that fell below the highest threshold, the most strict cut off, and then the u.s. said, actually you are not allowed to get an exemption from the overall licensing regime and you are going to have to go through this process. now it remains to be seen whether amd is actually trying to do that or whether they will pivot away from the strategy. ed: amd, down one -- down 1.8%, but the other chip names too. terrific reporting. china' is pledged to horner the nation's resources to speed homegrown scientific breakthroughs. we are priority to become self-reliant in spheres from ai to chipmaking to technological supremacy from the u.s.. at day one of the national people's congress the premier laid out the nation's priorities, which are still technological innovation and upgrading its industries, including new energy vehicles. caroline: let's go over to what is happening in the world of politics. it affects the world of technology. we are going to be discussing ai misinform
that is what happened to amd. they designed a chip that fell below the highest threshold, the most strict cut off, and then the u.s. said, actually you are not allowed to get an exemption from the overall licensing regime and you are going to have to go through this process. now it remains to be seen whether amd is actually trying to do that or whether they will pivot away from the strategy. ed: amd, down one -- down 1.8%, but the other chip names too. terrific reporting. china' is pledged to...
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Mar 25, 2024
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followed by amd which is down 2% united airlines as well. we have news coming up later in the show about them. >>> the markets are headed for a lower open, but that is not stopping the imagination at goldman sachs. the bank sticking with the 5,200 price target of the year, but a new scenario goldman sees the index up 15% to 6,000 by the end of the year that something we will talk more throughout the hour. >>> we are checking the bond market as we he expect the ppce later this week. >>> let's pay attention to the energy market with oil we we see wti up .50% brent crude is up .50% we have to pay attention to bitcoin. we continue to follow its rise it trades around the clock bitcoin at $67,000 this morning. well off the all-time high in recent days. for the month of march, up 30% >>> that's the money check let's see how europe is getting under way with arabile gumede in the london newsroom. a bit of a muted start in europe >> it is, frank. where has the time gone? in the final week of the first quarter of the year. can you believe it a mixed pi
followed by amd which is down 2% united airlines as well. we have news coming up later in the show about them. >>> the markets are headed for a lower open, but that is not stopping the imagination at goldman sachs. the bank sticking with the 5,200 price target of the year, but a new scenario goldman sees the index up 15% to 6,000 by the end of the year that something we will talk more throughout the hour. >>> we are checking the bond market as we he expect the ppce later this...
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Apr 30, 2024
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the title more referred to intel than amd. amd is going to be all that matters. you noted in your intro that the stock has been a little weak recently, there've been current concerns about potential orders with supplier issues on that part and people are going to be looking for are the actually causing issues, can they take the forecast for that block off for the rest of the year, what does it look like next year? that's what people are going to be focusing on. it won't be quite about nothing, not for these guys. >> the stock is been crushed this year by broad calm. i'm looking at the key ai players, if you will, obviously nvidia has blown out of the water. why so much if we keep hearing more and more about aspirations for aai from lisa sue? >> they have been aspirations, all right? and i said this a lot, but in semiconductors there is a lot of ai narratives. there's only two companies that have, like, truly meaningful ai revenues right now and amd is not one of them. not yet. right? i think if you go back to last earnings, expectations were getting out over thei
the title more referred to intel than amd. amd is going to be all that matters. you noted in your intro that the stock has been a little weak recently, there've been current concerns about potential orders with supplier issues on that part and people are going to be looking for are the actually causing issues, can they take the forecast for that block off for the rest of the year, what does it look like next year? that's what people are going to be focusing on. it won't be quite about nothing,...
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Feb 21, 2024
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amd is not training. they said they think they are better inference. >> in france, okay. >> if you look at some of the things -- they are always cherry picking. they always do that and i'm not knocking amd. they always cherry pick . where are the dollars going? the dollars are going where? that tells you what people want to spend money on, like the vast majority of the dollars are going to nvidia but that doesn't mean you don't need second's. to their credit, they've got a credible roadmap with reasonably credible products on it and other players that don't even have that. amd has that but the bulk of the dollars right now are going in one direction. >> how do you feel, stacy, about nvidia and the topic of broad conversation, obviously? >> it is cheap! low 30s. if you believe the consensus numbers -- and by the way, it is the cheapest of all. if you look at the general kind of a.i. thing out there, amd is the most expensive . intel is more expensive than nvidia. it's got its own story around some of this
amd is not training. they said they think they are better inference. >> in france, okay. >> if you look at some of the things -- they are always cherry picking. they always do that and i'm not knocking amd. they always cherry pick . where are the dollars going? the dollars are going where? that tells you what people want to spend money on, like the vast majority of the dollars are going to nvidia but that doesn't mean you don't need second's. to their credit, they've got a credible...
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Jan 30, 2024
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you have microsoft, amd and starbucks all reporting at once. you're asking joe what is the bar, how high have we set the bar? i think you're asking the right question. if you think amd up 135%, up another 20% just year to date and it's only been a month, this is a stock that now has a very high rsi. it's quite overbought on any time frame you want to look at. can they justify the rally? and is the stock already pricing in all the good news? you have google, alphabet is a 73 rsi tonight. when someone says where is the bar, i look at rsi because i want a sense how overbought they are going into the print, and all of them qualify as being overbought. they could get more overbought but the bar is high. >> that is why there is so much intrigue. steve kovach following this for us. do you want to just take off on where josh left off on the bar being high and this is the moment of truth, perhaps the most moment of truth this company has ever faced? >> reporter: let's talk about where the bar is. the thing i think most people need to watch is this azure
you have microsoft, amd and starbucks all reporting at once. you're asking joe what is the bar, how high have we set the bar? i think you're asking the right question. if you think amd up 135%, up another 20% just year to date and it's only been a month, this is a stock that now has a very high rsi. it's quite overbought on any time frame you want to look at. can they justify the rally? and is the stock already pricing in all the good news? you have google, alphabet is a 73 rsi tonight. when...
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Apr 30, 2024
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amd doesn't produce that. samsung's results prove that. these are benefits from micron, et cetera, not necessarily amd at the moment, unless they blow it out of the water at their data center forecast for the mi-300. >> thanks for the setup. appreciate it. kristina partsinevelos. >>> speaking of setups, it's interesting coming off the week we just had, i said the best week for the s&p since november, you did have people apparently getting more bullish because you've had, according to bank of america's equity client flows, the biggest inflow in some eight weeks. what are we buying? what are their clients buying? staples high on the list. speaking of, stephanie link's new buy, a fresh buy, p&g. >> i own those staples. i was looking for one. when i saw this quarter, it was actually very good. organic growth, 7%. gross margins up 300 basis points. that is just amazing. it's productivity. it's pricing. i like their product set. it's not cheap by any means. i just think this is a really solid story, and it's a defensive position to offset some o
amd doesn't produce that. samsung's results prove that. these are benefits from micron, et cetera, not necessarily amd at the moment, unless they blow it out of the water at their data center forecast for the mi-300. >> thanks for the setup. appreciate it. kristina partsinevelos. >>> speaking of setups, it's interesting coming off the week we just had, i said the best week for the s&p since november, you did have people apparently getting more bullish because you've had,...
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Jan 25, 2024
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amd in may of 2023. think about what a great trade that was and he's just one of the smartest people out there on the i.r. side. but i do have that question but at the same time i think that the advances continue to be narrow i hate to say this because it's never really true, but has the market become less valuation sensitive, almost valuation agnostic, and looking completely execution and opportunity? and, you know, i go back to what i've said multiple times, which is perhaps we have a new class of investor. now at the end of the day some things do change, but most things stay the same cycle after cycle. even if we do fall off, the way i'm looking at the market right now is the base case has shifted from, despite what goldman says and some others from their view that there's going to be a march cut to cuts in the second half, the news is there will be cuts so now that the markets have adjusted to that, if we do, in fact, get cuts in the first quarter or even early in the second quarter, then i think the
amd in may of 2023. think about what a great trade that was and he's just one of the smartest people out there on the i.r. side. but i do have that question but at the same time i think that the advances continue to be narrow i hate to say this because it's never really true, but has the market become less valuation sensitive, almost valuation agnostic, and looking completely execution and opportunity? and, you know, i go back to what i've said multiple times, which is perhaps we have a new...
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Jan 31, 2024
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my only question on nvidia or sorry on amd's execution. does mi 300 get into the hands of clients and do these clients find it reasonably easy to ramp that new architecture along the way with nvidia? and if that happens, it is like my price is far too cautious. between now and the end of the year, i want to hear feedback from clients, and i want to see volumes ramping [inaudible]. i think there is a fair amount of earnings momentum and from that perspective, and with gaming in a down cycle, and everyone understands the upside on gpu. when people put expectations that are not on solid ground, and when they are too high, even when you talk about fascinating things happening this year, there is still disappointment. ed: in terms of what you still want to hear and i would never ask you to do my job for me but i am going to speak to lisa soon later this morning. what is the question that has not been answered in this earnings cycle? what would you ask her? guest: first, say hello to her for me. and the question i would ask her at this stage is
my only question on nvidia or sorry on amd's execution. does mi 300 get into the hands of clients and do these clients find it reasonably easy to ramp that new architecture along the way with nvidia? and if that happens, it is like my price is far too cautious. between now and the end of the year, i want to hear feedback from clients, and i want to see volumes ramping [inaudible]. i think there is a fair amount of earnings momentum and from that perspective, and with gaming in a down cycle, and...
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his struggle with vision loss from amd made me want to help you see warning signs of ga. like straight lines that seem wavy, blurry, or missing visual spots that make it hard to see faces like this one, or trouble with low light that makes driving at night a real challenge. if you've been diagnosed with amd and notice vision changes, don't wait. ga is irreversible. it's important to catch it early. talk to your eye doctor about ga and learn more at gawontwait.com regular season finale against the rams. it's really a good chance for some key players to rest up, head coach kyle shanahan said today. christian mccaffrey, who's dealing with a mild calf strain, will not play sunday against la. plenty of rest until the divisional round, which is about 20 days. no decision yet on whether brock purdy will play or not. limited. we'll wait and see. purdy got the game ball yesterday after becoming the all time single season passing leader in forty-niners history for thousand 280 yards, just two ahead of jeff garcia's mark back in 2000. steve young is the only other quarterback in 40
his struggle with vision loss from amd made me want to help you see warning signs of ga. like straight lines that seem wavy, blurry, or missing visual spots that make it hard to see faces like this one, or trouble with low light that makes driving at night a real challenge. if you've been diagnosed with amd and notice vision changes, don't wait. ga is irreversible. it's important to catch it early. talk to your eye doctor about ga and learn more at gawontwait.com regular season finale against...
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Jan 26, 2024
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we're talking amd in ways we haven't before leadership is rotating, and that's how it should be, but you have to -- you don't sell something just because of the valuation, just because of the story. you don't buy it just because of both either. but you have to look at the valuation, otherwise you're going to sit in a tesla, ride it down 50%, well it's a cool story, people like buying it still. i think you have to look at both all the time >> bryn? >> so, first of all, on tesla, i mean, tesla is one of the best performing stocks of all time. in the last five years it's up over 800%. let's not pile on tesla because the past two quarters, they're in a transition. they didn't have a great call the last two quarters. this is one of the most innovative, not only automobile company, manufacturing company, technology company, et cetera, et cetera, of our time so if you don't want to buy tesla, that's fine to say it's a dumpster fire, has not done well, that's just not accurate, it's been an amazing performer, by the way. when it comes to valuations -- >> it's a dumpster fire recently i'm not
we're talking amd in ways we haven't before leadership is rotating, and that's how it should be, but you have to -- you don't sell something just because of the valuation, just because of the story. you don't buy it just because of both either. but you have to look at the valuation, otherwise you're going to sit in a tesla, ride it down 50%, well it's a cool story, people like buying it still. i think you have to look at both all the time >> bryn? >> so, first of all, on tesla, i...
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Feb 22, 2024
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and it will have a rea competitive chipwill be amd. and it will take a period of time for any other companies t really challenge nvidia an amd. over tim we'll see ai squinter. there will be different types of jobs, smaller models as that happens, there will be more opportunities for kind of lower power chips, for instance, and custom asics to eat into the overall market but at the same time the gpu i so powerful, it's kind of like an earth mover and, you know, an suv that can do 10 different jobs really well, you know, an be very powerful at the same time that's really hard for some of these other smaller companies to compete with so we still love, you know nvidia from here and amd is next up in that group last time i was on, i talked about the stocks that we are most focused on, nvidia, amd microsoft, broadcom, the old ticker, and then tsmc. those are still the companie that we think are first up i really benefiting from thi buildout of infrastructure, so that is where we'r concentrating our exposure >> i understand. what else is exci
and it will have a rea competitive chipwill be amd. and it will take a period of time for any other companies t really challenge nvidia an amd. over tim we'll see ai squinter. there will be different types of jobs, smaller models as that happens, there will be more opportunities for kind of lower power chips, for instance, and custom asics to eat into the overall market but at the same time the gpu i so powerful, it's kind of like an earth mover and, you know, an suv that can do 10 different...
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Jan 25, 2024
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while amd might look expensive today, they are seeing major growth and i think the company has kept a lid on expectations for the am i 300 chip shipping into customers like microsoft and the other hyperscalers. in the magnificent seven, we have taken profits work we did sell our tesla before the end of the year. we sold our google as well and so we have taken profits in places we don't own apple and haven't owned it for a while. so, at the same time, i think i still feel great about meta, feel great about microsoft, nvidia, amd. those are a few. people talk about the magnificent seven. maybe it's time, frankly, we move on to something new. and whether that's core four, ai five, whatever you want to call it but microsoft nvidia, amd, tsmc and broad calm would be the key five names in ai so there's your ai five. >> we may take you up on that. we will give you credit. worry if we do. i do want to talk about tesla you just told our viewers that you no longer own it. i believe -- are you out completely? let's make sure i'm with you. >> yes. >> what are we to make today of this dumpster fir
while amd might look expensive today, they are seeing major growth and i think the company has kept a lid on expectations for the am i 300 chip shipping into customers like microsoft and the other hyperscalers. in the magnificent seven, we have taken profits work we did sell our tesla before the end of the year. we sold our google as well and so we have taken profits in places we don't own apple and haven't owned it for a while. so, at the same time, i think i still feel great about meta, feel...
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Mar 5, 2024
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amd hit age road block in the efforts to sell an a.i. chip specifically tailored for the chinese market. bloomberg reports the company tried to get approval from the commerce department to sell the processor. government officials told amd the chip is still too powerful and the company must obtain a license to sell in china. amd and the commerce department have not commented. >>> meanwhile, an audit from the faa said boeing finds they are failing to ensure manufacturing sta standards. the company stepped up inspections since the january blowout of the door. >>> nelson peltz has published his manifesto for changes at disney as he prepares to face-off against the shareholder meeting next month. in the paper titled "restore the magic." peltz has demands for overall h hauling the board and the succession plan for bob iger and the digital strategy for espn. he wants to get peltz and former disney cfo elected to the board. >> the saga continues. disney shares under pressure. silvana, thank you. >>> turning attention now back to the markets and
amd hit age road block in the efforts to sell an a.i. chip specifically tailored for the chinese market. bloomberg reports the company tried to get approval from the commerce department to sell the processor. government officials told amd the chip is still too powerful and the company must obtain a license to sell in china. amd and the commerce department have not commented. >>> meanwhile, an audit from the faa said boeing finds they are failing to ensure manufacturing sta standards....
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Jan 16, 2024
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here's what's coming up next >>> you got to see amd shares surging, as the a.i. trade stays front and center so, can semi stocks keep pumping your portfolio that's next. >>> plus, let's take a deal in bio tech, after a record year for m&a in the space we're looking at who could get scooped up in 2024 the names our next guest is keeping an eye on, ahead you're watching "fast money," live from the nasdaq market site in times square. we're back right after this. to help you see untapped possibilities and relentlessly work with you to make them real. fresh, warm hot dogs! when i'm not selling hot dogs, i invest in a fund that advances innovations like robotics. fresh, warm hot dogs, straight out of my torso! one for you, one for you. oh, you're a messy one. cool, right? so cool. anyone can become an agent of innovation with invesco qqq, a fund that gives you access to nasdaq-100 innovations. hot dogs! fresh, warm hot dogs! before investing carefully read and consider fund investment objectives, risks, charges, expenses and more in prospectus at invesco.com. to advanc
here's what's coming up next >>> you got to see amd shares surging, as the a.i. trade stays front and center so, can semi stocks keep pumping your portfolio that's next. >>> plus, let's take a deal in bio tech, after a record year for m&a in the space we're looking at who could get scooped up in 2024 the names our next guest is keeping an eye on, ahead you're watching "fast money," live from the nasdaq market site in times square. we're back right after this. to...
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Jan 19, 2024
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>> yeah, so amd has been an interesting one. they've kind of missed numbers every quarter last year and it almost didn't matter because they were able to create this a.i. narrative, and then backing it up in some sense, right, they've got a road map with products on it. they've got some clear demand, and they set up expectations for the a.i. piece of it very smartly. they set the number -- i think they said they were going to do more than $2 billion in a.i. revenues, that number is small relative to the general scale of the industry, and so they probably left room to take it up. now, i do worry some what about the rest of their business, like we've been seeing for several quarters, you know we'll see about pcs, i think they're sort of the general data center, like traditional data center market not so great. the embedded business is down double digits, gaming will be down 20%. it's entirely possible that the core business could still be weak but as long as people can have comfort in that a.i. story, maybe it still gets bought an
>> yeah, so amd has been an interesting one. they've kind of missed numbers every quarter last year and it almost didn't matter because they were able to create this a.i. narrative, and then backing it up in some sense, right, they've got a road map with products on it. they've got some clear demand, and they set up expectations for the a.i. piece of it very smartly. they set the number -- i think they said they were going to do more than $2 billion in a.i. revenues, that number is small...
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Jan 31, 2024
01/24
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looking at amd, similar argument. while they are playing catch up on nvidia and ai is a future driver of the business, the reality is their core business today still is driven by the pc sector and the games business. with some exposure to the enterprise sector as well. we saw weakness there. i think that is why you are getting a more significant pullback on that stock. the stock has been an absolute top performer within the semiconductor sector globally over the last 12 months. tom: valuable insights. thank you very much indeed. unpacking the results from amd, microsoft, and alphabet. talking of ai this is a focus for elon musk. he wants to have more control of ai and part of that is having more control of tesla. that has been given a setback for elon musk. a delaware judge has struck down his $55 billion pay package at tesla after a shareholder challenged it as excessive. the ruling could take a bite out of musk's wealth if it survives a likely appeal. he took to social media to vent his frustration, saying, quote, n
looking at amd, similar argument. while they are playing catch up on nvidia and ai is a future driver of the business, the reality is their core business today still is driven by the pc sector and the games business. with some exposure to the enterprise sector as well. we saw weakness there. i think that is why you are getting a more significant pullback on that stock. the stock has been an absolute top performer within the semiconductor sector globally over the last 12 months. tom: valuable...
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Mar 19, 2024
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amd shares down 3%. what you saw yesterday, impacts on amd. >> look, amd has chips. you need the package. you have to have thought added to the chips. you can't just send a chip to some company and say, hey, go figure it out. you have to have jensen's team come, explain to you the software platform, why it has to be integrated. lisa su is incredible. her chips, she will tell you, rival the speed of the h100. they can't compete with what we saw yesterday. it's the thought that comes with it. instead of talking about training and inference, it's thought. this produces thought. this is an ai factory. advanced growth doesn't have an ai factory, as much as i think lisa su is great and her stock has been unbelievable. think of a factory of thought. it's not a chip. it's a factory of thought. >> got it. okay. >> we want to talk disney as we get closer and closer to the big vote. the proxy fight, nelson peltz seeking a seat. the news this morning, got support from -- george lucas supporting bob iger. sold lucas to the company back in 2012. it was half cash, half stock. you g
amd shares down 3%. what you saw yesterday, impacts on amd. >> look, amd has chips. you need the package. you have to have thought added to the chips. you can't just send a chip to some company and say, hey, go figure it out. you have to have jensen's team come, explain to you the software platform, why it has to be integrated. lisa su is incredible. her chips, she will tell you, rival the speed of the h100. they can't compete with what we saw yesterday. it's the thought that comes with...
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Apr 30, 2024
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nvidia was down today, as well as amd, but nvidia afterhours is down less than amd is afterhours. so, i think people are still playing this as nvidia has 80%, 85% of the market share. it's theirs to lose, everyone else is a distant second. >>> coming up, more afterhours action. pinterest surging. we'll dig into their report next. >>> investors loving on lilly. shares are soaring after earnings. how they're packing on the pounds where it counts. that's next. >>> plus, what's next for the fed? the central bank may not make any moves tomorrow, but our next guest says they should start cutting rates soon. just how many cuts he is predicting this year, and what happens if we don't get them all. all that when "fast money" returns. stay tuned. >>> this is "fast money" with melissa lee right here on cnbc. (subway noises) ♪ ("tosca, act ii: vissi d'arte" by maria callas) ♪ ♪ (orchestra del teatro alla scala, milano) ♪ ♪♪ ♪♪ ♪♪ (cat meowing) ♪ ("huge beats" by louis perez) ♪ ♪♪ ♪♪ >>> welcome back to "fast money." an earnings alert on pinterest. sharing soari
nvidia was down today, as well as amd, but nvidia afterhours is down less than amd is afterhours. so, i think people are still playing this as nvidia has 80%, 85% of the market share. it's theirs to lose, everyone else is a distant second. >>> coming up, more afterhours action. pinterest surging. we'll dig into their report next. >>> investors loving on lilly. shares are soaring after earnings. how they're packing on the pounds where it counts. that's next. >>> plus,...
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Mar 19, 2024
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amd is the biggest challenge and amd has been making excellent progress. the thing is the market is growing so quickly that even if nvidia loses some share they can still grow their overall business because there is just a lot of opportunity for everybody. nvidia has also announced that it is expanding its partnerships with byd and other chinese automakers that are racing to build self—driving vehicles. byd overtook tesla last year as the world's top selling electric vehicle manufacturer. it will use nvidia's next generation of in—vehicle chips. its rivals xpeng, li auto and aion hyper gt will also use the product. evergrande group's founder has been barred from china's securities market. regulators have accused the group's flagship unit of securities fraud, failing to make timely disclosures, and inflating its earnings by around $80 billion. hui ka yan was once asia's second—richest man and in charge of one of china's biggest real estate developers. but last september, evergrande said its founder was being investigated over suspected crimes. the ban
amd is the biggest challenge and amd has been making excellent progress. the thing is the market is growing so quickly that even if nvidia loses some share they can still grow their overall business because there is just a lot of opportunity for everybody. nvidia has also announced that it is expanding its partnerships with byd and other chinese automakers that are racing to build self—driving vehicles. byd overtook tesla last year as the world's top selling electric vehicle manufacturer. it...
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May 1, 2024
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that's problematic do you have a stock -- if i look at amd right now, amd is experiencing its first significant drawdown in the last 12 months. there are other stocks, i'll get to it now, freeport mcmoran, came out of the strategy a material company >> okay. >> you could look at freeport mcmoran, and the stock is near its high it looks really good but what happened to freeport mcmoran in the fall? went down 20%. what happened to freeport mcmoran in the first quarter it went down another 12% so yes, you've reached that level of an all-time high, but there's extreme volatility embedded in that where you've suffered two significant drawdowns, and that matters. >> as a loyal shareholder of joet, can i qualifi? >> sure. >> it's not -- >> it looks at various metrics, and those come together with different weights, come together and the chairman -- what the strategy's going to do >> i understand it but on a day and in a time where i think maybe more than any time in the last 12 months stocks that have gotten an ai halo lift are being scrutinized in a way in which they haven't been to date >> nvidia. >
that's problematic do you have a stock -- if i look at amd right now, amd is experiencing its first significant drawdown in the last 12 months. there are other stocks, i'll get to it now, freeport mcmoran, came out of the strategy a material company >> okay. >> you could look at freeport mcmoran, and the stock is near its high it looks really good but what happened to freeport mcmoran in the fall? went down 20%. what happened to freeport mcmoran in the first quarter it went down...
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May 1, 2024
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let's start with amd. let's set a baseline that expectations were high and we got a raised forecast and it does not seem to be good enough. >> precisely. i think your previous guest did an incredible job of outlining. results were great. they were tremendous, i just think expectations are a little ahead of themselves. raising gpu guidance to 4 billion, again we are they were closer to or maybe seven. we like it down here. there are other levers to paul. if you are a massive hyper scaler you definitely want to diversify your offerings. you think there should be other people that supply your chips and i think amd fits that bill. caroline: can you go into the other levers they have to pull? daniel: the gaming side was one lackluster area for next quarter but going forward this potential for enterprise refresh especially on the back of covid. a lot of companies have old legacy systems they have to replace, they could bode well for them in the second half of 2025. caroline: i want to pivot away from amd but bro
let's start with amd. let's set a baseline that expectations were high and we got a raised forecast and it does not seem to be good enough. >> precisely. i think your previous guest did an incredible job of outlining. results were great. they were tremendous, i just think expectations are a little ahead of themselves. raising gpu guidance to 4 billion, again we are they were closer to or maybe seven. we like it down here. there are other levers to paul. if you are a massive hyper scaler...
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Jan 30, 2024
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amd expects it to be flat. pcs, the semi-custom chips to decline quarter over quarter, but the company saying that all that weakness will be offset by a stronger data center gpu run. and that's what investors want to hear. so, i just received lisa's prepared remarks, the call has just started. and we know that amd is increasing its 2024 a.i. chip revenue from $2 billion to now exceeding $3.5 billion. so, again, now it's going from $3.5 billion, it used to be $2 billion, and that's what investors want to say. the company seeing revenue growth and customer pull, and all of this, so, this is just -- i'm sure she hasn't even said it yet, but it was in the prepared remarks just now, so, that's what investors want to hear, melissa. >> all right, kristina, thank you. kristina partsinevelos. that raise on the a.i. that was expected, to 3.5. >> yeah, i mean, look at the -- think about it, last two quarters, amd, $135 stock two quarters ago. everybody loved it, it traded down to 95. last quarter, a $95 stock, everybody h
amd expects it to be flat. pcs, the semi-custom chips to decline quarter over quarter, but the company saying that all that weakness will be offset by a stronger data center gpu run. and that's what investors want to hear. so, i just received lisa's prepared remarks, the call has just started. and we know that amd is increasing its 2024 a.i. chip revenue from $2 billion to now exceeding $3.5 billion. so, again, now it's going from $3.5 billion, it used to be $2 billion, and that's what...
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Feb 14, 2024
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amd has traction. with intel, i think their hope is to get into the inference market, so after we are done training the models and applications start to show up, they will get some traction at enterprises, but i think that is very much a to be determined thing, whereas amd, clearly, if you listen to the release. >> matt, do you think nvidia is overbought? >> i think that ai is going to be a game changing trend. if i have concerns, at some point, whenever we have shortages of chips, like we have right now, eventually, you sell through backlog and you see a bit of a pause in revenue, but no. i think ai and the data center, over time, will continue to grow. historically, these markets have one or two players, and nvidia has 80% market share. they have established themselves. could there be a disappointment at some point? i don't think it's coming this quarter. out of the gets coming next quarter, so no. i don't think it's overbought. >> a triple over the past year. matt bryson, thank you. >> still ahead,
amd has traction. with intel, i think their hope is to get into the inference market, so after we are done training the models and applications start to show up, they will get some traction at enterprises, but i think that is very much a to be determined thing, whereas amd, clearly, if you listen to the release. >> matt, do you think nvidia is overbought? >> i think that ai is going to be a game changing trend. if i have concerns, at some point, whenever we have shortages of chips,...
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Feb 29, 2024
02/24
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also shooting a bullish chip note, they mentioned amd, not really the -- amd on this -- 1972 the year the godfather movie came out. drama, chemical giant. because of an internal investigation into its accounting practices and that's why. almost 32% down right now. thanks so much, christina. for hpe, that company repairing nhelts in the top of the hour isow t time to get in given that weakness, looking at the closing bell. we will be right back. complexity. healthcare payments are filled with it. wasted time, inadequate resources. confusion about the cost of care and how to afford it. it's time to simplify. waystar's technology is the way to make healthcare payments more human. the way for providers to prioritize care and improve margins. the way for patients to have clarity and trust. the way to care for healthcare payments. waystar. the way forward. how am i going to find a doctor when i'm hallucinating? what about zocdoc? so many options. yeah, and dr. xichun even takes your sketchy insurance. xi-chun, xi-chun, xi-chun! you've got more options than you know. book now. you got this.
also shooting a bullish chip note, they mentioned amd, not really the -- amd on this -- 1972 the year the godfather movie came out. drama, chemical giant. because of an internal investigation into its accounting practices and that's why. almost 32% down right now. thanks so much, christina. for hpe, that company repairing nhelts in the top of the hour isow t time to get in given that weakness, looking at the closing bell. we will be right back. complexity. healthcare payments are filled with...
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May 22, 2024
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amd is talking about one of those, when you led off the show, amd is one trashed. amd valuation is hammered. one the sentiment totally turned on. amd that vote can be lifted if nvidia delivers after the market. amd is one that can much up to nvidia if the sentiment on the chips change which i this with the sent men o nvidia today. charles: amd is acting great last two sessions. scott, thanks. trading options can make-or-break an investor. we know they're an amazing tool. you need the right training. we have some strategies for you. we'll talk about nvidia, with other areas of one of the option greats. the that the najarians are here. ♪. [introspective music] recipes. recipes that are more than their ingredients. ♪ [smoke alarm] recipes written by hand and lost to time... can now be analyzed and restored using the power of dell ai. preserving memories and helping to write new ones. ♪ (vo) what does it mean to be rich? maybe rich is less about reaching a magic number... and more about discovering magic. rich is being able to keep your loved ones close. and also
amd is talking about one of those, when you led off the show, amd is one trashed. amd valuation is hammered. one the sentiment totally turned on. amd that vote can be lifted if nvidia delivers after the market. amd is one that can much up to nvidia if the sentiment on the chips change which i this with the sent men o nvidia today. charles: amd is acting great last two sessions. scott, thanks. trading options can make-or-break an investor. we know they're an amazing tool. you need the right...
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Mar 5, 2024
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ed: we stay with china as amd faces a u.s. roadblock in selling its artificial intelligence chips in the chinese market. bloomberg exclusive ahe
ed: we stay with china as amd faces a u.s. roadblock in selling its artificial intelligence chips in the chinese market. bloomberg exclusive ahe
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Mar 25, 2024
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microprocessors and intel and amd shares fall. in spring break in full swing. we will check in with priceline ceo brett keller about the state of revenge travel and how the outlook compared to last year. ♪ >> welcome to bloomberg markets. a look at markets on this monday morning and it is a sea of red behind me. we are talking about huge downdrafts year, the s&p 500 currently off by about 2/10 of 1%, even more so if you go down the list. those big tech names, that benchmark under pressure as well, currently off by about half of 1% and a love that ties back to what we are seeing in the chips face with intel and amd which we will discuss. the philadelphia semiconductor index currently off by about 6/10 of 1%. but we want to get back to boeing, one of the big stories today after announcing sweeping management changes with ceo dave calhoun set to leave the company at the end of the year. the airplane maker is grappling with a safety crisis centered on's most important product, the 737 max jet liner. joining us to help break it down is guy johnson. where does this
microprocessors and intel and amd shares fall. in spring break in full swing. we will check in with priceline ceo brett keller about the state of revenge travel and how the outlook compared to last year. ♪ >> welcome to bloomberg markets. a look at markets on this monday morning and it is a sea of red behind me. we are talking about huge downdrafts year, the s&p 500 currently off by about 2/10 of 1%, even more so if you go down the list. those big tech names, that benchmark under...
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Apr 11, 2024
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will not _ appointment or are having to see amd will not feel that the targets are being _ will not feel that the targets are being met all that the tories plan is working — being met all that the tories plan is working. waiting lists are still 320,000 — is working. waiting lists are still 320,000 than when rishi sunak became prime minister, so he is failing on its own_ prime minister, so he is failing on its own metrics. a&e waiting times are higher— its own metrics. a&e waiting times are higher as its own metrics. a&e waiting times are higheras ourambulance its own metrics. a&e waiting times are higher as our ambulance weights. labour_ are higher as our ambulance weights. labour have _ are higher as our ambulance weights. labour have a plan funded by tackling — labour have a plan funded by tackling the huge gap in tax avoidance to bring down waiting lists and — avoidance to bring down waiting lists and use the private sector to make _ lists and use the private sector to make sure — lists and use the private sector to make sure that we can use that capacity— make sure
will not _ appointment or are having to see amd will not feel that the targets are being _ will not feel that the targets are being met all that the tories plan is working — being met all that the tories plan is working. waiting lists are still 320,000 — is working. waiting lists are still 320,000 than when rishi sunak became prime minister, so he is failing on its own_ prime minister, so he is failing on its own metrics. a&e waiting times are higher— its own metrics. a&e waiting...
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Mar 5, 2024
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haidi: deeply frustrating for the likes of amd and nvidia. i do wonder how much of this depends on who the end customer is. do you have any guesses or insight into how different the licensing could be depending on who it is going to? >> i don't think there is a huge difference. i don't think it matters in terms of the chinese market. there is some good news in batteries. the good news for nvidia and in point -- intel as well is demand for these extremely high-performance ai chips is extremely high. nvidia is h 100. take it -- the backlog is six months pretty much. they are not going to be hurting because they cannot access the chinese market matter how many times they create alternates or lesser versions of the chips in the chinese market. it has been a game of whack-a-mole trying to get around export restrictions. demand is still there so it is good. the good news for the chinese market is because these chips are not particularly available and demand for the lesser version of the chips has not been strong either. why would china, a very adva
haidi: deeply frustrating for the likes of amd and nvidia. i do wonder how much of this depends on who the end customer is. do you have any guesses or insight into how different the licensing could be depending on who it is going to? >> i don't think there is a huge difference. i don't think it matters in terms of the chinese market. there is some good news in batteries. the good news for nvidia and in point -- intel as well is demand for these extremely high-performance ai chips is...
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Apr 30, 2024
04/24
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amd and supermicro. kristina partsinevelos joining with what to watch for, those two companies, ai seems to be the dominating factor. >> yeah, it is the dominating factor but cyclical head winds is another concern and anything non-ai is weaker in the latest report. cpus will continue central processing units will continue to be flat in q2, but the positive is that all these companies are talking about this bottom, this paraphrasing this cyclical bottom with improvement in the second half of the year. which bodes well possibly for amd. so we're going to be looking for any demand trends in pc and server as well as changes to amd road maps that should reflect those trends. their embedded segment, that ch contributes to 25% of revenue. gaming would fall significantly in q1. expecting weakness there. while we have seen this pullback in shares this past month down 11% on this non-a-i cyclical weakness. the important factor is the adoption of the latest ai chip mi 300 series and any updates to the previous fisc
amd and supermicro. kristina partsinevelos joining with what to watch for, those two companies, ai seems to be the dominating factor. >> yeah, it is the dominating factor but cyclical head winds is another concern and anything non-ai is weaker in the latest report. cpus will continue central processing units will continue to be flat in q2, but the positive is that all these companies are talking about this bottom, this paraphrasing this cyclical bottom with improvement in the second half...
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Jan 30, 2024
01/24
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an end, another one contracting because i gave a week revenue forecast for the current period -- amd, another one contracting. similar to what we saw with intel. qqq is the eta that tracks the nasdaq, and that is dropping, but let's change off because we just had futures coming online, and a picture here is a bit of weakness ahead of the open. traders sifting through those earnings, but you've also got the fed decision coming up. treasury issuance, jobs numbers as well as -- jobs numbers as well, so there's a big focus on the days ahead. paul: let's get more detail on those earnings from our technology reporter. let's start with microsoft, a beat on revenue and profit. what were the key drivers of that performance? jackie: digging into some of the figures, the main number we have to look at, that investors care about, is that azure cloud services unit growth. that came in at about 30% compared to last quarter. that beat expectations, and the company said that about six percentage points of this actually came from ai-related services. this is good news, given investors were looking for
an end, another one contracting because i gave a week revenue forecast for the current period -- amd, another one contracting. similar to what we saw with intel. qqq is the eta that tracks the nasdaq, and that is dropping, but let's change off because we just had futures coming online, and a picture here is a bit of weakness ahead of the open. traders sifting through those earnings, but you've also got the fed decision coming up. treasury issuance, jobs numbers as well as -- jobs numbers as...
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Jan 26, 2024
01/24
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wasn't really being discussed that much, but definitely has been in play in the ai space lately is amd. of the names reporting next week that was the busiest stock option and that is implying a move of 8.3% that's actually significantly larger than the 7% or so that it is averaged over the last eight reported quarters. meta is the second biggest move basically in the -- in this category of stock. that is implying a move of 6.7%. that's lower than average but that's because over the last eight quarters they had absolutely wild moves. both cases it was the upside calls expiring next that were busiest going into earnings and in the case of amd, it was the 180 strike calls shy of 20,000 of those trade for 7.5 bucks that would take the stock to a new all-time high and hit a high yesterday and meta, basically the same story, the 395 calls expiring next week, saw over 6,000 trading. we're just under $15 a contract and those traders are betting the stock could exceed 410 or so after they report. >> wow tim, what concerns you about next week specifically >> we have a couple -- it's a massive we
wasn't really being discussed that much, but definitely has been in play in the ai space lately is amd. of the names reporting next week that was the busiest stock option and that is implying a move of 8.3% that's actually significantly larger than the 7% or so that it is averaged over the last eight reported quarters. meta is the second biggest move basically in the -- in this category of stock. that is implying a move of 6.7%. that's lower than average but that's because over the last eight...
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Apr 20, 2024
04/24
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if you have wet amd, you never want to lose sight of the things you love. some things should stand the test of time. long lasting eylea hd could significantly improve your vision and can help you go up to 4 months between treatments. if you have an eye infection, eye pain or redness, or allergies to eylea hd, don't use. eye injections like eyla hd may cause eye infection, separation of the retina, or rare but severe swelling of blood vessels in the eye. an increase in eye pressure has been seen. there's an uncommon risk of heart attack or stroke associated with blood clots. the most common side effects were blurred vision, cataract, corneal injury, and eye floaters. and there's still so much to see. if you are on eylea or a similar type of treatment, ask your retina specialist about eylea hd today, for the potential for fewer injections. >> margaret: now this consumer alert. tesla is recalling nearly 4,000 of its 2024 cybertrucks because the accelerator pedal can get stuck, potentially causing it to speed up and crash. tesla says it's not aware of any accid
if you have wet amd, you never want to lose sight of the things you love. some things should stand the test of time. long lasting eylea hd could significantly improve your vision and can help you go up to 4 months between treatments. if you have an eye infection, eye pain or redness, or allergies to eylea hd, don't use. eye injections like eyla hd may cause eye infection, separation of the retina, or rare but severe swelling of blood vessels in the eye. an increase in eye pressure has been...
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Mar 31, 2024
03/24
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he had amd. i didn't know it then, but it can progress to ga, an advanced form of the disease. his struggle with vision loss from amd made me want to help you see warning signs of ga, like: hazy or blurred vision, so it's hard to see fine details, colors that appear dull or washed out, or trouble with low light that makes driving at night a real challenge. if you think you have ga, don't wait. treatments are available. ask a retina specialist about fda-approved treatments for ga and go to gawontwait.com janelle: it is no secret that burning oil, coal, and gas are polluting the earth and changing our climate. so, tech companies are now in a race to harness what's believed to be a cleaner and even cheaper form of energy. it could one day power everything--from high rises and homes to cars and airplanes. senior investigative reporter bigad shaban explains what it is and when we can expect to benefit. bigad shaban: inside an unassuming warehouse in berkeley, carl bass is hoping to change the world. carl bass: we would have virtually limitless power. bigad: bass with his company, al
he had amd. i didn't know it then, but it can progress to ga, an advanced form of the disease. his struggle with vision loss from amd made me want to help you see warning signs of ga, like: hazy or blurred vision, so it's hard to see fine details, colors that appear dull or washed out, or trouble with low light that makes driving at night a real challenge. if you think you have ga, don't wait. treatments are available. ask a retina specialist about fda-approved treatments for ga and go to...
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. ♪ if you have wet amd, you never want to lose sight of the things you love. some things should stand the test of time. long lasting eylea hd could significantly improve your vision and can help you go up to 4 months between treatments. if you have an eye infection, eye pain or redness, or allergies to eylea hd, don't use. eye injections like eyla hd may cause eye infection, separation of the retina, or rare but severe swelling of blood vessels in the eye. an increase in eye pressure has been seen. there's an uncommon risk of heart attack or stroke associated with blood clots. the most common side effects were blurred vision, cataract, corneal injury, and eye floaters. and there's still so much to see. if you are on eylea or a similar type of treatment, ask your retina specialist about eylea hd today, for the potential for fewer injections. eylea hd today for the potential for fewer injections. >> back now with the total solar eclipse and its aftermath, it took about an hour and 40 minutes to cross north america. but for many, watching it took a lot longer to
. ♪ if you have wet amd, you never want to lose sight of the things you love. some things should stand the test of time. long lasting eylea hd could significantly improve your vision and can help you go up to 4 months between treatments. if you have an eye infection, eye pain or redness, or allergies to eylea hd, don't use. eye injections like eyla hd may cause eye infection, separation of the retina, or rare but severe swelling of blood vessels in the eye. an increase in eye pressure has...
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Jan 31, 2024
01/24
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let's bring in christina now for more of that amd story. >> the amd story revolves around ai. although amd did increase its ai chip revenue to $3.5 billion, that was expected. some of the buy side thought it would be up as high as $4 billion. so we're seeing the run-up in the stock, more than 25% year-to-date. most investors were expecting this, and the stock doubling since october. some were hoping for a bigger ai revenue for 2024, so that's strike one. why did stocks sell off earlier this morning? it's come back a little bit. amd's march guide came in a little light, with outsized weakness in gaming, which is supposed to fall 30% quarter over quarter in q1, and a major drop in embedded chips. the size of those two drops was a little unexpected, so that was strike two on the stock. despite the weaker guide, wall street still loves amd. so many analysts, i went through so many reports this morning, and you saw massive price increases, price targets, some call thing a buying opportunity for amd, given the selloff today, which really has come back, right? it was down 5% this mor
let's bring in christina now for more of that amd story. >> the amd story revolves around ai. although amd did increase its ai chip revenue to $3.5 billion, that was expected. some of the buy side thought it would be up as high as $4 billion. so we're seeing the run-up in the stock, more than 25% year-to-date. most investors were expecting this, and the stock doubling since october. some were hoping for a bigger ai revenue for 2024, so that's strike one. why did stocks sell off earlier...
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Mar 22, 2024
03/24
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KGO
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he had amd. i didn't know it then, but it can progress to ga, an advanced form of the disease. his struggle with vision loss from amd made me want to help you see warning signs of ga, like: hazy or blurred vision, so it's hard to see fine details, colors that appear dull or washed out, or trouble with low light that makes driving at night a real challenge. if you think you have ga, don't wait. treatments are available. ask a retina specialist about fda-approved treatments for ga and go to gawontwait.com it includes a provision banning pride flags at us embassies. the flag is at the center of a long running cultural battle. house speaker mike johnson is touting the ban as a victory for conservatives. the policy reverses a 2021 state department decision that allowed pride flags to fly. >> a new service is putting a spotlight on local businesses in oakland. the new kiosks, unveiled today will help people better navigate neighborhoods in the town. abc seven news reporter anser hassan explains why mayor shengtao is calling them, quote, beacons of progress. looking for a place to eat
he had amd. i didn't know it then, but it can progress to ga, an advanced form of the disease. his struggle with vision loss from amd made me want to help you see warning signs of ga, like: hazy or blurred vision, so it's hard to see fine details, colors that appear dull or washed out, or trouble with low light that makes driving at night a real challenge. if you think you have ga, don't wait. treatments are available. ask a retina specialist about fda-approved treatments for ga and go to...
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Feb 29, 2024
02/24
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amd 87%. salesforce up 50 or so snowflake was up 40 something heading into that print last night, and that's our "chart of the day" for what you may understand to be obvious reasons, a look at the stock down 20% stephanie link owns the stock. she's been buying it lately. the worst day ever, at least it's on track for that, steph. i think you were a little nervous going in and maybe a little upset coming out. >> i am a little upset, but, look, i think the stock, to your point, it has rallied a lot. i only bought a small position i know it's a volatile stock, and so i was looking to buy on weakness and this, today, is definitely weak. i will be add to go it when i can. no question about it, the guide was disappointing. the ceo leaving, although he will be the chairman the company is in the penalty box at this point in time. i get it maybe for the next couple of quarters but, long term, the big picture has not changed. the total addressable market is $248 billion they have new products you need d
amd 87%. salesforce up 50 or so snowflake was up 40 something heading into that print last night, and that's our "chart of the day" for what you may understand to be obvious reasons, a look at the stock down 20% stephanie link owns the stock. she's been buying it lately. the worst day ever, at least it's on track for that, steph. i think you were a little nervous going in and maybe a little upset coming out. >> i am a little upset, but, look, i think the stock, to your point, it...
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Jan 13, 2024
01/24
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KPIX
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his struggle with vision loss from amd made me want to help you see warning signs of ga. like straight lines that seem wavy, blurry, or missing visual spots that make it hard to see faces like this one, or trouble with low light that makes driving at night a real challenge. if you've been diagnosed with amd and notice vision changes, don't wait. ga is irreversible. it's important to catch it early. talk to your eye doctor about ga and learn more at gawontwait.com >>> the golden state warriors entered friday night with a two game losing streak, but the aura around golden state is just downright bad. so a win in chicago would be paramount. steve kerr inducted into the ring of honor, that ceremony came after chicago whipped golden state in the second quarter, they led 75-62 at the break, that is the third straight game that the warriors have allowed 70 or more in the first half. but, they came out on fire in the second half. especially klay thompson as golden state started their third on a 25-9 run, then they took the lead. jonathan made his first eight shots including a tou
his struggle with vision loss from amd made me want to help you see warning signs of ga. like straight lines that seem wavy, blurry, or missing visual spots that make it hard to see faces like this one, or trouble with low light that makes driving at night a real challenge. if you've been diagnosed with amd and notice vision changes, don't wait. ga is irreversible. it's important to catch it early. talk to your eye doctor about ga and learn more at gawontwait.com >>> the golden state...
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Apr 30, 2024
04/24
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i would take an amd here. when you look at super micra, it's done fantastic, up 214% just this year alone. so when you talk about high bar, i think that's really what you're setting with the super micro. interestingly enough, over the last seven of eight quarters preannounced positive earnings. they decided not to do that this quarter. that's putting investors a little weary may not be as good as they were expecting. then you look at amd, as much as artificial intelligence is their story, a lot of their business is in things like pc and gaming. as you saw with intel, it's slowing. that's one of the reasons you'll see their revenue declining this quarter. but the question is that going to be improving the second half of this year, largely the expectation, especially as you see things like ai-enabled hardware starting to become more in demand. that will benefit them later. the number two chip provider behind nvidia which a lot of people think will be, that's likely a longer-term story to benefit them. i would ta
i would take an amd here. when you look at super micra, it's done fantastic, up 214% just this year alone. so when you talk about high bar, i think that's really what you're setting with the super micro. interestingly enough, over the last seven of eight quarters preannounced positive earnings. they decided not to do that this quarter. that's putting investors a little weary may not be as good as they were expecting. then you look at amd, as much as artificial intelligence is their story, a lot...
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Feb 5, 2024
02/24
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his struggle with vision loss from amd made me want to help you see warning signs of ga. like straight lines that seem wavy, blurry, or missing visual spots that make it hard to see faces like this one, or trouble with low light that makes driving at night a real challenge. if you've been diagnosed with amd and notice vision changes, don't wait. ga is irreversible. it's important to catch it early. talk to your eye doctor about ga and learn more at gawontwait.com [♪♪] did you know, many moisturizers only hydrate your skin? for advanced science that visibly repairs signs of aging... try olay regenerist micro-sculpting cream. it delivers 10 benefits in every jar for younger-looking skin, visibly firming, lifting, and smoothing wrinkles. olay regenerist penetrates the skin's surface, to boost regeneration at the surface cellular level for continuous improvement. to visibly repair signs of aging, try olay regenerist. this has been medifacts for olay. feeling claritin clear is like... ♪♪ is she? playing with the confidence of a pro and getting all up in that grass as i
his struggle with vision loss from amd made me want to help you see warning signs of ga. like straight lines that seem wavy, blurry, or missing visual spots that make it hard to see faces like this one, or trouble with low light that makes driving at night a real challenge. if you've been diagnosed with amd and notice vision changes, don't wait. ga is irreversible. it's important to catch it early. talk to your eye doctor about ga and learn more at gawontwait.com [♪♪] did you know, many...
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Apr 27, 2024
04/24
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KPIX
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his struggle with vision loss from amd made me want to help you see warning signs of ga. like straight lines that seem wavy, blurry, or missing visual spots that make it hard to see faces like this one, or trouble with low light that makes driving at night a real challenge. if you've been diagnosed with amd and notice vision changes, don't wait. ga is irreversible. it's important to catch it early. talk to your eye doctor about ga and learn more at gawontwait.com - lift the clouds off of... - virtual weather, only on kpix and pix+. . >>> okay, there is a citywide scavenger hunt not for eggs or silly items, there is cold hard cash. to win you had to find one of the 11 rare coins ranging from $250 to $2500. the coin collector came up with it during the national coin week. he says it is just a fun way to teach people about some of the city's history. >> all of the coins are made right here in san francisco. people don't realize in san francisco we are the king of mints. we had first one in 1864, second one 1870, and the one out in the castro valley since 1888. we were there
his struggle with vision loss from amd made me want to help you see warning signs of ga. like straight lines that seem wavy, blurry, or missing visual spots that make it hard to see faces like this one, or trouble with low light that makes driving at night a real challenge. if you've been diagnosed with amd and notice vision changes, don't wait. ga is irreversible. it's important to catch it early. talk to your eye doctor about ga and learn more at gawontwait.com - lift the clouds off of... -...
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Apr 25, 2024
04/24
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FBC
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but specifically, i want to talk about amd, the chip e maker. why do you like amd? >> you know, there's a couple of technical reasons i really like them, david. it's going to be continuing to be a player in the a.i. as well as kind of the picksshovels part of -- picks and shovels part of a.i.. digging in to help with some of the memory things, the other processer things that aren't graphics processers, although the graphics processers are really strong, right behind nvidia on technical side. so also they have a point in time right now where we've got a very good cycle low that i think we have a good place to buy anytime over the next down of weeks -- couple of weeks that could do really well through the summer. david: okay. d.r., intel, another chip maker, reports after the bell today. they're just trading up, i think investors are waiting to see what the financials look like. but intel is taking billions and billions from this chips act. i'm just wondering, is amd doing the same, or is there some kind of unfair advantage? i always hate it when, by the way, governme
but specifically, i want to talk about amd, the chip e maker. why do you like amd? >> you know, there's a couple of technical reasons i really like them, david. it's going to be continuing to be a player in the a.i. as well as kind of the picksshovels part of -- picks and shovels part of a.i.. digging in to help with some of the memory things, the other processer things that aren't graphics processers, although the graphics processers are really strong, right behind nvidia on technical...
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Mar 23, 2024
03/24
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KGO
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he had amd. i didn't know it then, but it can progress to ga, an advanced form of the disease. his struggle with vision loss from amd made me want to help you see warning signs of ga, like: hazy or blurred vision, so it's hard to see fine details, colors that appear dull or washed out, or trouble with low light that makes driving at night a real challenge. if you think you have ga, don't wait. treatments are available. ask a retina specialist about fda-approved treatments for ga and go to gawontwait.com mr. clean magic eraser powers through tough messes. so it makes it look like i spent hours cleaning, and you know i didn't. it makes my running shoe look like new! it's amazing. it's so good. it makes it look like i have magical powers. magic eraser and sheets make cleaning look easy. san francisco was now closed for good. today was the final day of business at the branch. it's on the list of dozens of wells fargo locations the bank announced last month it does plan to close starting monday. regular customers of the branch can use the wells fargo location on market street, which
he had amd. i didn't know it then, but it can progress to ga, an advanced form of the disease. his struggle with vision loss from amd made me want to help you see warning signs of ga, like: hazy or blurred vision, so it's hard to see fine details, colors that appear dull or washed out, or trouble with low light that makes driving at night a real challenge. if you think you have ga, don't wait. treatments are available. ask a retina specialist about fda-approved treatments for ga and go to...
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Mar 21, 2024
03/24
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CNBC
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you took profits when it came to amd. >> amd has not performed well the past week or so. hit over $200 and it's given that entire gain back. it's underperfect forming in relation to the nasdaq. we're still overweight amd, now about a 3% weighting in ours. you can't do it all at once. we were 55% tech. trying to find places to move the needle. >> was valuation an issue? i'm looking at amd, micron 53 times forward earnings and nvidia 27 times forward earnings. >> i'm not extremely focused to have such heavyweight in tech for this move, but momentum the centerpiece of exactly why is this turning down, it hit 200, it's rejected 200. i'm going to take a step back and re-evaluate what the next move is. >> amd shares up right now. >>> our julia boorstin is standing by with the latest on reddit pricing. >> an indication between $50 and $52. $52 would be a 47% premium over where it was priced at $34 a share. we're awaiting that first trade. steve huffman, the ceo, we interviewed this morning, is here and everyone is standing here by the post awaiting that first trade. guys? >> jul
you took profits when it came to amd. >> amd has not performed well the past week or so. hit over $200 and it's given that entire gain back. it's underperfect forming in relation to the nasdaq. we're still overweight amd, now about a 3% weighting in ours. you can't do it all at once. we were 55% tech. trying to find places to move the needle. >> was valuation an issue? i'm looking at amd, micron 53 times forward earnings and nvidia 27 times forward earnings. >> i'm not...
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Jan 17, 2024
01/24
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amd. it's hittingclose to its highest level since -- highest closesince 2021. optimism related to its efforts in a.i >>> let's begin with the markets. yields have been elevated today. central bankers around the world continue to push back on market pricing, but this retail sales print control group, best in about a year >> it's funny, because we had a new york number yesterday that was too weak, and when i saw this number, i said, maybe this is what we need to appease those who think we're about to go into a recession. so, we care tremendously about whether we're going to lose the soft landing, but we also, david, as you know, care that the ten-year not go too far above 4% so, you've got this kind of push me-pull you. i like the retail sales because it's against the narrative that we're going have a recession >> right i like it. sure that works for me. i think we can end the show now. thank you, carl. >> we'll see you tomorrow, have a good week. >> private credit likes my view. >> right private credit is very large we don't talk about it as often as we should >
amd. it's hittingclose to its highest level since -- highest closesince 2021. optimism related to its efforts in a.i >>> let's begin with the markets. yields have been elevated today. central bankers around the world continue to push back on market pricing, but this retail sales print control group, best in about a year >> it's funny, because we had a new york number yesterday that was too weak, and when i saw this number, i said, maybe this is what we need to appease those who...
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Jan 18, 2024
01/24
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with wet amd, sometimes i worry my world is getting smaller because of my sight. but now, i can open up my world with vabysmo. (♪) vabysmo is the first fda-approved treatment for people with wet amd that improves vision and delivers a chance for up to 4 months between treatments. which means doing more of what i love. (♪) vabysmo is the only treatment designed to block 2 causes of wet amd. vabysmo is an eye injection. don't take it if you have an infection, active swelling, or are allergic to it. treatments like vabysmo can cause an eye infection or retinal detachment. vabysmo may cause a temporary increase in eye pressure after receiving the injection. there is an uncommon risk of heart attack or stroke associated with blood clots. severe swelling of blood vessels in the eye can occur. (♪) open up your world! a chance for up to 4 months between treatments with vabysmo. ask your doctor. there are some things that work better together. like your workplace benefits and retirement savings. voya helps you choose the right amounts without over or under investing.
with wet amd, sometimes i worry my world is getting smaller because of my sight. but now, i can open up my world with vabysmo. (♪) vabysmo is the first fda-approved treatment for people with wet amd that improves vision and delivers a chance for up to 4 months between treatments. which means doing more of what i love. (♪) vabysmo is the only treatment designed to block 2 causes of wet amd. vabysmo is an eye injection. don't take it if you have an infection, active swelling, or are allergic...