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>> charles, when you look at microsoft, microsoft has tremendous power in the stock market because even just by weighting alone, when it moves it is going to move the s&p, it is going to move the nasdaq and then if you look at various sectors and industry groups, you also have microsoft leading those, not to mention a long list of different etfs. so yes, when microsoft breaks through overhead resistance zones like it did when it broke through the august resistance zone, that is a significant price movement upwards t can carry stocks higher. >> yea, let's go microsoft. i have my pompoms on, let's go. overall earnings season, you have to be somewhat pretty thrilled what we've seen so far? >> i'm happy with it. it has been a strange earnings season, particularly the vix, if you look at the vix, it is down to january 2022 levels. that is insane. normally we see the vix trade higher going into "faang" earnings season. we're at time of low volatility with everything that happened. we just had another bank collapse. when you look what occurred this earnings season, we had a situation it was go
>> charles, when you look at microsoft, microsoft has tremendous power in the stock market because even just by weighting alone, when it moves it is going to move the s&p, it is going to move the nasdaq and then if you look at various sectors and industry groups, you also have microsoft leading those, not to mention a long list of different etfs. so yes, when microsoft breaks through overhead resistance zones like it did when it broke through the august resistance zone, that is a...
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May 11, 2023
05/23
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microsoft down $3. let's get to disney. susan is here bailing us out. a big drop. this is about strivers? >> unfortunately. counts for half of the losses on the dow and looking at record streaming losses of 4 million for disney+ subscribers instead of adding what was expected of any 1.7 million. they reported narrower losses at disney+ because they raised prices. they lost 200 million less on streaming as a result hulu into the disney+ later this year end you know what that suggests, probably hulu and by comcast for the whole thing and that will cost a few billion dollars but also concerning you look at the television sales, added revenue plummeting so they made $1 billion less from television, parks were strong as expected. 35% margin we go to disney world and disneyland so they brought in $7 billion plus and a lot of people say they benefited from disneyland reopening. the centers on the earnings call he said it was retaliatory action for the photographic which they will continue to fight and delaying productions and they will raise prices again for disney+ and a
microsoft down $3. let's get to disney. susan is here bailing us out. a big drop. this is about strivers? >> unfortunately. counts for half of the losses on the dow and looking at record streaming losses of 4 million for disney+ subscribers instead of adding what was expected of any 1.7 million. they reported narrower losses at disney+ because they raised prices. they lost 200 million less on streaming as a result hulu into the disney+ later this year end you know what that suggests,...
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May 24, 2023
05/23
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>> yeah, clearly, i mean microsoft and anyone nvidia the winners but i think for microsoft right now the chatgpt, and for every hundred dollars cloud revenue increased 35 to 40 years of that over coming years right now, microsoft and anyone nvidia top everyone chased that i view it my opinion, 22 years covering tech stocks, transformational themes we've covered. >> can you quantify where 800-billion-dollar number you think artificial intelligence 800-billion-dollar business i am with you love your preaching to choir but where does that 800 come from. >> sure, basing all work over the last few months, we basically believe for every 100 dollars of cloud, there is about 30, to 40 dollars of that has on a.i., so when you start to trajectory that out that would conservatively be 8 hundred billion over next decade clearly could be more, but i think really, right now this is a "game of thrones" getting played out microsoft nvidia are you have apple meta google chasing after them. >> you are conservative i was reading estimate from pwc, cease ai economy contributing 15 trillion to the global
>> yeah, clearly, i mean microsoft and anyone nvidia the winners but i think for microsoft right now the chatgpt, and for every hundred dollars cloud revenue increased 35 to 40 years of that over coming years right now, microsoft and anyone nvidia top everyone chased that i view it my opinion, 22 years covering tech stocks, transformational themes we've covered. >> can you quantify where 800-billion-dollar number you think artificial intelligence 800-billion-dollar business i am...
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May 12, 2023
05/23
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up next, the ceo of odp is here on how it's using microsoft's a.i. offerings to add muscle to its business. closing bell, 47 minutes away. we do have dow in the red, and i'm keeping an eye closely, the that is cac is down about 86 points -- nasdaq. the s&p losing 21 points, that's a half a percent loss. we are coming right back with on this friday. so glad you're with us. ♪ i'm so glad we did this. i'm so glad we did this. i'm so glad we did this. i'm so glad we did this. i'm so... ...glad we did this. [kid plays drums] life is for living. let's partner for all of it. i'm so glad we did this. edward jones ♪ ("next big thing" by west rose) ♪ ♪ ♪ ready? go ♪ ♪ i'm coming out with a bang ♪ ♪ blowin' up i'm the next big thing ♪ ♪ we don't just have everything... we have your thing. ♪ ♪ blowin' up i'm the next big thing ♪ ♪ ready? go ♪ and i remember kind of thinking like, "oh my gosh, i think we could be sisters." because i think we looked... yes. right. yeah. and i don't think at that time- i think you're the one to tell
up next, the ceo of odp is here on how it's using microsoft's a.i. offerings to add muscle to its business. closing bell, 47 minutes away. we do have dow in the red, and i'm keeping an eye closely, the that is cac is down about 86 points -- nasdaq. the s&p losing 21 points, that's a half a percent loss. we are coming right back with on this friday. so glad you're with us. ♪ i'm so glad we did this. i'm so glad we did this. i'm so glad we did this. i'm so glad we did this. i'm so......
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May 25, 2023
05/23
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when we talked about is microsoft. microsoft is trading at 28 times earnings versus nvidia at 80 times. i like microsoft because they are a solution provider, not just parts an arms deal like nvidia. it's more reliable. you can sleep well at night without worrying about the volatility. stuart: you and i have spoken often about getting into treasuries. the one month treasury is 5.7 or 5.8% on a 1-month that's irresistible 560. i will still take that. you are into this as well. >> i do. i think right now in this market you have to be a cautious speculator. putting money in treasuries make perfect sense and then you make smart speculation. another ai name was gsi technologies it is up 300%. lauren was saying we are in early innings of the ai boom. there will be a lot of money made in the coming years and the coming decade. it won't be a 2 or 3 horse race with microsoft and alphabet and nvidia. there will be a lot of up and coming names that get into this space that presents and solutions, not just automated software that
when we talked about is microsoft. microsoft is trading at 28 times earnings versus nvidia at 80 times. i like microsoft because they are a solution provider, not just parts an arms deal like nvidia. it's more reliable. you can sleep well at night without worrying about the volatility. stuart: you and i have spoken often about getting into treasuries. the one month treasury is 5.7 or 5.8% on a 1-month that's irresistible 560. i will still take that. you are into this as well. >> i do. i...
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May 22, 2023
05/23
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other than microsoft and google? >> is the engine, a lot of people are playing back stock and have not gotten it but the company continues to put great numbers, is the engine that processes data. people can't use ai without companies, picking winners will be tough. stuart: i can't read this on the screen but it was around -- where was it? eleven dollars a share, where is it going? >> i've thought for a long time 50 but it will take time because wall street get up so i'm thinking 25, probably the first step along the way, 12 to 36 months from now. >> not bad. we might take that. thank you for joining us, we will see you again monday morning. i do hope things go right. fifteen seconds to go. we open this market, you can see them clapping and cheering. in a moment, somebody will press that button. a lady or gentleman will step forward and pressed the button and we will start trading this monday morning. we're down fraction in the early going. i went to call it get thought but you can see the dell 30 pretty much even spl
other than microsoft and google? >> is the engine, a lot of people are playing back stock and have not gotten it but the company continues to put great numbers, is the engine that processes data. people can't use ai without companies, picking winners will be tough. stuart: i can't read this on the screen but it was around -- where was it? eleven dollars a share, where is it going? >> i've thought for a long time 50 but it will take time because wall street get up so i'm thinking 25,...
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May 15, 2023
05/23
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microsoft made a major concession. they offered a 10-year free license to european consumers so they could stream all games for free for a decade. the u.k. three weeks ago vetoed this deal. microsoft will appeal that. next up is u.s. the federal trade commission ising holding an evidentiary hearing in august. so this still has legs, but right now winning the e.u.'s approval is a big deal. stuart: i'd love to see them take activision blizzard and put a.i. into games and really soup up the whole -- lauren: oh, that would be so aggressive, i would say, especially for that teenage boys. stuart: you've got to tell me about shake shack and their activist investor. lauren: engaged capital is that activist. they're planning a proxy fight for three board seats. they want a shake-up at shake shack. shake hack reported a loss, and the stock is half of what service the at the end of 2021. stuart: tell me about baidu. lauren: they report tomorrow, we'll get more information about what they do with their ernie chatbot, that's what t
microsoft made a major concession. they offered a 10-year free license to european consumers so they could stream all games for free for a decade. the u.k. three weeks ago vetoed this deal. microsoft will appeal that. next up is u.s. the federal trade commission ising holding an evidentiary hearing in august. so this still has legs, but right now winning the e.u.'s approval is a big deal. stuart: i'd love to see them take activision blizzard and put a.i. into games and really soup up the whole...
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May 30, 2023
05/23
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other ways to play, it would be the picks and shovels, microsoft also, microsoft you get all the different verticals with them. you get everything from gaming to networks and so forth. amd is another one participating in a big way. i would stay away from some companies -- we've had conference calls that will come on and say we're a.i. those are the dot-com days. you want the pick and shovels, microsoft, amd, if you say nvidia has gone too far, too fast, those are the go to names we're looking at for the gold rush we're having. maria: what about it? has it gone t fast? >> this happened with microsoft and nvidia, they raised guidance and analysts jump on and they're late to the party. we don't know where this is going to go. before earnings we took some money off the table, 100 points and here it goes again. it's hard to even place this bend, ram type of valuation to this current market. a.i. is going to be much bigger than cloud. i thought cloud did great a few years ago for amazon and microsoft. this is a 10x. maria: we also have a lot of economic data and we've got the federal reserve mee
other ways to play, it would be the picks and shovels, microsoft also, microsoft you get all the different verticals with them. you get everything from gaming to networks and so forth. amd is another one participating in a big way. i would stay away from some companies -- we've had conference calls that will come on and say we're a.i. those are the dot-com days. you want the pick and shovels, microsoft, amd, if you say nvidia has gone too far, too fast, those are the go to names we're looking...
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May 18, 2023
05/23
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stuart: of the way out in front of microsoft? >> no, head-to-head race but the challenges microsoft is facing data center constraints, some are getting e-mails out. on google they had an explosion that caught on fire fire is not an easy race and had to battle but google is slightly ahead in terms of how they have approached us and treat applications and data ethics and ai ethics. stuart: when it comes to chips in the ai business, leaving the chips race? >> nvidia is created the winner for price-performance but as remove to tens of performance, that's being used in ai, chips designed for ai and that's where google has the lead because mark more and less the gp. stuart: what's so special about these chips for ai? tpu? >> tensor processing units, specially designed to have a i data sets that operate devoutly. they were designed to handle graphics, these were designed to middle data at scale. stuart: what about open ai? >> it's great, we are seeing that in the public areas but what we are seeing is a move toward enterprise ai, inform
stuart: of the way out in front of microsoft? >> no, head-to-head race but the challenges microsoft is facing data center constraints, some are getting e-mails out. on google they had an explosion that caught on fire fire is not an easy race and had to battle but google is slightly ahead in terms of how they have approached us and treat applications and data ethics and ai ethics. stuart: when it comes to chips in the ai business, leaving the chips race? >> nvidia is created the...
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May 25, 2023
05/23
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microsoft is up $9 of 386, 124 on alphabet. apple is being dragged higher, 56 to the upside and $172 a share. susan has taken a seat, this is prior to the opening of the market. you're looking good. tell me about nvidia. >> obviously the report card, i saw the earnings release yesterday and the stock reaction so 30%, $250 billion in one single session, 250 and counting so a empty added thereto evaluation, almost seven times close to 1 trillion in evaluation, nvidia almost seven times the size of intel but the strange part, makes more than double sales each year nvidia does. stuart: the opening of the market 9:30 a.m., look at this, the dow is down a fraction. maybe we can see the dow 30. an all-time high show me the s s&p, let's go through this. the s&p, nasdaq, i want to see the nasdaq. 223 points, 12,000 700. susan knows all about nvidia, big tech and ai. >> it's all about growth since we know nvidia is the biggest ai chip provider in the world and not only beating and they beat sales in the first quarter to start this year b
microsoft is up $9 of 386, 124 on alphabet. apple is being dragged higher, 56 to the upside and $172 a share. susan has taken a seat, this is prior to the opening of the market. you're looking good. tell me about nvidia. >> obviously the report card, i saw the earnings release yesterday and the stock reaction so 30%, $250 billion in one single session, 250 and counting so a empty added thereto evaluation, almost seven times close to 1 trillion in evaluation, nvidia almost seven times the...
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microsoft and google play day art development, elon musk is running a contest with his own ar project. i think that is great you may be on an unpopular for saying this but with something is important, when our side, the wind. and second our of varney & company, is just getting started. personally brian is still with us okay, when you think, i want no pause and what competition i don't want to win and one american companies to win a i am what you say. guest: you want capitalism. stuart: yesterday. guest: here's a problem going on for mixing socialism they i that is the worst path we can go down the number one, because the government controls in and i do not trust the government to use it will address the government to suppress what is happening in our world with a i number two, if a i will take the jobs, we grow we need economy that is roaring so the people lose jobs to ai, can find new opportunities and that's according socialism so i'm with you, let's grow the scope of let's not the hands of government that cannot handle it. stuart: god, had a crisis, not quite sure how to put it may
microsoft and google play day art development, elon musk is running a contest with his own ar project. i think that is great you may be on an unpopular for saying this but with something is important, when our side, the wind. and second our of varney & company, is just getting started. personally brian is still with us okay, when you think, i want no pause and what competition i don't want to win and one american companies to win a i am what you say. guest: you want capitalism. stuart:...
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May 19, 2023
05/23
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i think microsoft has got to be in there. i think meta is in there too. i think google is absolutely in there. i think what's happened in the last couple of weeks is people realize that google is one of those. they had this io event, their annual developer conference and they displayed all of the ways in which they've infused generative artificial intelligence, gai, into their hand sets, search engines and youtube and the google cloud so i just think people had forgotten that google has been into ai for several years and they reminded people of how well positioned they are so it's one of the best plays off artificial intelligence. stuart: so what is your number one pick overall? >> well it remains meta just for valuation reasons, i like uber too, i like netflix and amazon, and netflix actually had an interesting week, so netflix for the first time came to madison avenue this week. this is the week of the upfronts when companies come and pitch advertisers and why they should advertise with their network and netflix did a pretty good job. this is the first
i think microsoft has got to be in there. i think meta is in there too. i think google is absolutely in there. i think what's happened in the last couple of weeks is people realize that google is one of those. they had this io event, their annual developer conference and they displayed all of the ways in which they've infused generative artificial intelligence, gai, into their hand sets, search engines and youtube and the google cloud so i just think people had forgotten that google has been...
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May 25, 2023
05/23
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now we have the warning for microsoft, what you make of the microsoft a chinese state-sponsored hacking group compromise could go infrastructure in the united states and in guam with the likely goal of espionage disrupting between america and asia during future crises, the new york times is reporting this around the time the fbi was exhibiting equipment from the chinese by balloon american intelligence agencies in microsoft detected what they feared was a worrisome intruder mysterious code appearing in telecommunication in guam and elsewhere in the united states. it's home to three american bases and would play a key role in potential chinese invasion of taiwan. they are putting an author and going for the military installation and spying on them as they get their plan ready to get into taiwan. what should be done and what he thing about microsoft. >> i think it's good to see microsoft collaborating with the u.s. this is where we want companies to go in there and had to choose sides it's good to be moments like this where you see the private sector is essential to u.s. capabilities part
now we have the warning for microsoft, what you make of the microsoft a chinese state-sponsored hacking group compromise could go infrastructure in the united states and in guam with the likely goal of espionage disrupting between america and asia during future crises, the new york times is reporting this around the time the fbi was exhibiting equipment from the chinese by balloon american intelligence agencies in microsoft detected what they feared was a worrisome intruder mysterious code...
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May 30, 2023
05/23
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is it microsoft a.i. transition. >> we're a fan of microsoft at "motley fool" asset management. we hold it in the fool 100 fund. because they're a large-scale competitor in this space, they are well-positioned to really capitalize especially in this a.i. race in the long term. of course they're facing these sort of but tell next. they're not the first to want to ramp up on generative a.i. and certainly won't be the last but when we look at the world when these sort of sticky issues clear up, it will come to the companies that have a developed customer base where they land and expand with this new product. they will have the most sophisticated operations to move forward. that is what keeps me positive on microsoft these days. liz: land and expand, that seems to be exactly what nvidia is doing. so much attention being bestowed on nvidia right now. it is not a one trillion dollar market cap. didn't look like it would close. it earlier touched the unbelievable peak. it is trading $472, up 7%. last week it was incredible. if you had to choose the problem becomes the p-e ratio. >> rig
is it microsoft a.i. transition. >> we're a fan of microsoft at "motley fool" asset management. we hold it in the fool 100 fund. because they're a large-scale competitor in this space, they are well-positioned to really capitalize especially in this a.i. race in the long term. of course they're facing these sort of but tell next. they're not the first to want to ramp up on generative a.i. and certainly won't be the last but when we look at the world when these sort of sticky...
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May 15, 2023
05/23
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now, microsoft's flat to slightly higher. activision's up 1.25%, but is it anywhere near $95 a share? no. s the at $78.32. >>> we have a one-two pun if of. coming up on "the claman countdown." world famous heavyweight boxing champ mike tyson and former israeli prime minister ehud barak teaming up in a fox business exclusive. barak is chairman of medical cannabis country intercure which has partnered with tyson 2.0. the two are here live to talk about their colab and the medical marijuana business. plus, how mike tyson recovered from a financial knockout, got back up off the bankruptcy floor and is now winning the money management game. there he is, hi, mike. closing bell ringing in 27 minutes. we are coming right back. ♪ ♪ if your child has diabetes, you'll love how easy dexcom g7 is. it's on. and, he's off. you can see his glucose numbers right on your phone, so you can always be there for him with dexcom g7. ♪ ♪ hi, i'm katie. i live in flagstaff, arizona. i'm an older student. i'm getting my doctorate in clinical p
now, microsoft's flat to slightly higher. activision's up 1.25%, but is it anywhere near $95 a share? no. s the at $78.32. >>> we have a one-two pun if of. coming up on "the claman countdown." world famous heavyweight boxing champ mike tyson and former israeli prime minister ehud barak teaming up in a fox business exclusive. barak is chairman of medical cannabis country intercure which has partnered with tyson 2.0. the two are here live to talk about their colab and the...
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stuart: i want competition, microsoft and google to go at it. no pause in development, i want our guys, the good guys to win. >> that's where we should be headed because we know it's a new frontier and it is scary and faces down just to our country in terms of culture and i guess the unknowns that go along with it and we should be concerned about that but ultimately we need to unleash the private sector but in a responsible way so it's not westernized against us because the chinese will use it against our military and society every step of the way. stuart: before you got into politics, i believe you are in tv and music. >> i know a thing or two about studio. stuart: do you miss tv? >> i miss the people i worked with but i'm pretty happy where i am, i got tired of talking about it and i wanted to do something about it. the 2:00 a.m. alarm clock, not great. [laughter] stuart: thank you for being h here. check those futures. i see red ink as i often say not that much. dow is down 90, nasdaq down five. back in a moment. ♪ 27 minutes past the hour
stuart: i want competition, microsoft and google to go at it. no pause in development, i want our guys, the good guys to win. >> that's where we should be headed because we know it's a new frontier and it is scary and faces down just to our country in terms of culture and i guess the unknowns that go along with it and we should be concerned about that but ultimately we need to unleash the private sector but in a responsible way so it's not westernized against us because the chinese will...
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May 16, 2023
05/23
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it is outperforming microsoft this year so. charles: this morning bank of america updated the survey. i really like the survey a lot. the top fund magers around the world, manage a trillion dollars. most crowded trade, big tech. okay, what about short u.s. banks and u.s. dollar? a lot of folks use this as kind of a contrarian tool. you're really great. this ask one of the areas bespoke is great at, finding trends you against or counterintuitive. >> when you see people go one way you want to go go the other with the banks, one thing that has been interesting this year if you've seen in the s&p 500 down days, next day the s&p is rising 25 basis points so investor have been buying the dip. believe it or not that is one of the strongest in the first five months of the year that you've seen that kind of buy the dip mentality. in the banks though, on the day after a down day they average a decline of half a percent. investors are not stepping in to buy the dips yet. until we do see some of that action i hold off on the banks then go
it is outperforming microsoft this year so. charles: this morning bank of america updated the survey. i really like the survey a lot. the top fund magers around the world, manage a trillion dollars. most crowded trade, big tech. okay, what about short u.s. banks and u.s. dollar? a lot of folks use this as kind of a contrarian tool. you're really great. this ask one of the areas bespoke is great at, finding trends you against or counterintuitive. >> when you see people go one way you want...
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May 22, 2023
05/23
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now, both alphabet and microsoft have big operations this artificial intelligence. you don't hear that much about it coming out of meta, do you? >> well, remember with meta it's more about helping to optimize advertising. so where should your ad dollars go. their a.i. really helps with optimizing where those ad dollars go in the system. and so for us we're looking at different names, you know, we're looking at semiconductor names, obviously, nvidia's the one that everybody brings up, but we like intel as well. we look at intel, and you're to going to need a lot more cores in each of your server microprosers to be able to do genre rahtive a.i., and everybody hates intel which is great. unlike the optimism around amd the or nvidia. i think the one thing you have to remember is bill gates also said, you know, many years agnew technology -- ago new technology's overhyped short term and underhyped long term. right now the hype around a.i. is pretty severe , and to you think about 2001, the internet obviously kept growing, was much bigger, didn't stop the nasdaq from goin
now, both alphabet and microsoft have big operations this artificial intelligence. you don't hear that much about it coming out of meta, do you? >> well, remember with meta it's more about helping to optimize advertising. so where should your ad dollars go. their a.i. really helps with optimizing where those ad dollars go in the system. and so for us we're looking at different names, you know, we're looking at semiconductor names, obviously, nvidia's the one that everybody brings up, but...
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May 11, 2023
05/23
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microsoft -- counter trade? microsoft isn't down that much. there's room for everyone in the new ai race of the future. china stocks, top performers in the nasdaq and now nine month highs and nasdaq hit this morning and they're trying amazon equivalence lifting this rally and jd made more money and it's a tesla china competitor soaring to eight month highs and doubling sales reversing losses. stuart: getting to regional banks way, way down and i'm looking at them now and still way down. susan: western alliance down a lot more and 9.5% of deposits withdrawn in the week of may 5 and they only have $15 billion in cash on hand. concerning because that's not enough to cover a silicon valley bank like bank run and jm morgan jamie dimon saying they should look at short selling and they bought first republic a few weekends ago and pac west great example and down 40% this month and 70% on this year. stuart: remember when the short sellers ran the big banks way almost into the ground back in 2007, 2008 and tried to stop it. tried to stop all short selli
microsoft -- counter trade? microsoft isn't down that much. there's room for everyone in the new ai race of the future. china stocks, top performers in the nasdaq and now nine month highs and nasdaq hit this morning and they're trying amazon equivalence lifting this rally and jd made more money and it's a tesla china competitor soaring to eight month highs and doubling sales reversing losses. stuart: getting to regional banks way, way down and i'm looking at them now and still way down. susan:...
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May 16, 2023
05/23
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microsoft above 40. apple at 142. apple okay, 172. meta, a loser down to dollars at 236. let's get to home depot, they kicked off retail earnings this morning, stock is down 2.39%. i guess it was a rough start to the retailers. >> a recession indicator, look at home depot and they are forecasting their first yearly sales dropped since 2009 after the financial crisis so to start the year in the quarter sales profit, guidance is depressing so forecasting sales and profit to drop this year, dropped to negative from last year end a drop in lumber prices is a tree farmer, you know very well extreme weather conditions especially in the western part of the country and california also hurting sales at a delay in home improvement responsible for week start to the year but no customers are putting off making big ticket purchases and buys, severe traction and it will depress earnings the rest of the year and it's tracking down lows. similar to home improvement so if home depot is feeling it, earnings as well. stuart: two big retailers there. we raised this yesterday, he thought they
microsoft above 40. apple at 142. apple okay, 172. meta, a loser down to dollars at 236. let's get to home depot, they kicked off retail earnings this morning, stock is down 2.39%. i guess it was a rough start to the retailers. >> a recession indicator, look at home depot and they are forecasting their first yearly sales dropped since 2009 after the financial crisis so to start the year in the quarter sales profit, guidance is depressing so forecasting sales and profit to drop this year,...
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May 11, 2023
05/23
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look at microsoft. they are down $3, they were down more than that. lauren: the freeze on employee salaries is a slowing economy and google's aie event yesterday, google putting ai in everything, word salad of an event, you can use ai for this, for that, different name for all of it but it shows they are competing in a race with microsoft. stuart: i see some commodity companies down. copper companies. freeport mcnamara and. lauren: halliburton down 4%. economy slowdown fears, they are taking down the producers of metal, oil, you name it, economy slowdown. stuart: would also we got moving today? lauren: roblox snack two analyst upgrades, they like the opportunity use for advertisers. stuart: former cia director john brennan is on capitol hill, sitting for a closed-door interview on the 2020 letter the downplayed the hunter laptop story. david spunt in washington with me now. what can we expect? stuart: we know this will go a couple of hours. it is a transcribed behind closed doors interview but it is significant because john brennan was one of 51 forme
look at microsoft. they are down $3, they were down more than that. lauren: the freeze on employee salaries is a slowing economy and google's aie event yesterday, google putting ai in everything, word salad of an event, you can use ai for this, for that, different name for all of it but it shows they are competing in a race with microsoft. stuart: i see some commodity companies down. copper companies. freeport mcnamara and. lauren: halliburton down 4%. economy slowdown fears, they are taking...
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May 23, 2023
05/23
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microsoft has rolled out some major a. i. updates. the company in a big announcement today said it's expanding the partnership with openai to bring bing to chatgpt as a default search engine. as microsoft upgrades its products with technology from start-up openai, major rival zoom video communications is building more artificial intelligence tools into its business communications platform. very similar to what microsoft is doing with teams. is so zoom's stock is down right now about 7.5% despite an earnings beat in zoom's fiscal first quarter. but let's hear more about what a.i. might do for future numbers here. joining me now, zoom video communications chief financial officer kelly steckelberg. kelly, great to have you. let's talk specifically about your a.i. built into zoom, what it's going to do and what you can promise. >> yeah. hi, liz. thanks for having me today. so we are really excited about the future of a.i. you know, a.i. has been a part of our strategy from the very beginning. it's embedded in many aspects of our products
microsoft has rolled out some major a. i. updates. the company in a big announcement today said it's expanding the partnership with openai to bring bing to chatgpt as a default search engine. as microsoft upgrades its products with technology from start-up openai, major rival zoom video communications is building more artificial intelligence tools into its business communications platform. very similar to what microsoft is doing with teams. is so zoom's stock is down right now about 7.5%...
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May 24, 2023
05/23
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>> i will cheat and say microsoft. microsoft has a 20 billion-dollar security business and they're one of the most profitable companies in the world. we think they're taking share. so that is my top pick in cybersecurity. charles: love it, tyler. thank you very much, my friend. that's why you're one of the best. >>> folks, okay once we get past the debt ceiling drama, inflation, recession, landing hard, soft, no, you know that let's bring in qi research, ceo, chief strategist danielle dimartino booth. we've had this conversation a million times especially when it comes to inflation. according to true nation, inflation is down like a rock. >> under three 3 last 24 hours. charles: fed looking at. wall street economists are looking at. we heard from phil blancato, we have to beat down wages. so the disconnect could this lead to a major policy mistake. >> it could because truflation real prices in real time. my favorite indicator the whiff of my grocery circular, the one i actually still get a old-fashioned newspaper, char
>> i will cheat and say microsoft. microsoft has a 20 billion-dollar security business and they're one of the most profitable companies in the world. we think they're taking share. so that is my top pick in cybersecurity. charles: love it, tyler. thank you very much, my friend. that's why you're one of the best. >>> folks, okay once we get past the debt ceiling drama, inflation, recession, landing hard, soft, no, you know that let's bring in qi research, ceo, chief strategist...
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May 24, 2023
05/23
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chatgpt investor microsoft up 31% year to date, and a.i. chipmaker nvidia -- which, by the way, reports after the bell -- has more than doubled. up next, tech vc extraordinaire eric hippo tells us if the hype will live up to the expectations and what a.i. ventures have caught his eye and his money. >>> josh johnson had a dream, speaking of dreams, that he bought to make a reality. kid from louisiana wanted to be a famous comic. was he ready to move to chicago, sleep on friends' couches and go weeks without a proper meal to pursue his comedic fever dreamsome absolutely. you have got to hear how he urned an open mic gig to late night national tv writer and finally the big stage. the most viewed comic on comedy central, that's him now. he tells his story on my newest everyone talks to liz podcast episode. very inspiring. you need to hear this. download it now, now, now wherever you get your podcasts. closing bell, 28 minutes away. the dow down 128. still some real indecision and jitteriness on behalf of investors and the markets about the debt
chatgpt investor microsoft up 31% year to date, and a.i. chipmaker nvidia -- which, by the way, reports after the bell -- has more than doubled. up next, tech vc extraordinaire eric hippo tells us if the hype will live up to the expectations and what a.i. ventures have caught his eye and his money. >>> josh johnson had a dream, speaking of dreams, that he bought to make a reality. kid from louisiana wanted to be a famous comic. was he ready to move to chicago, sleep on friends' couches...
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May 31, 2023
05/23
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by the way two upgrade this morning on microsoft. so the bandwagon is refilling up again. >> yeah, welcome to the party. so i've called this market sort of a microsoft landing if you will. we know, you heard from every person on tv on your network it has been driven by a narrow group of stocks. i'm oak with that the good news these are the stocks that drive the market and drive the averages, quite frankly drive the economy. when you think about stocks like microsoft and apple account for 14% of the s&p it is pretty good thing when both are at new all-time highs relatively versus the market and flirting with absolute all-time highs in both cases. so microsoft in a very strong position to return to office 365 and then some. these are textbook, bearish to bullish reversals which bode well not just on a stock level but a market level given their heft and importance in the averages myself. charles: full disclosure, i'm long, my scribers are long, i love the stock for many reasons as you laid out. after the close we have names potential to
by the way two upgrade this morning on microsoft. so the bandwagon is refilling up again. >> yeah, welcome to the party. so i've called this market sort of a microsoft landing if you will. we know, you heard from every person on tv on your network it has been driven by a narrow group of stocks. i'm oak with that the good news these are the stocks that drive the market and drive the averages, quite frankly drive the economy. when you think about stocks like microsoft and apple account for...
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May 24, 2023
05/23
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you've got nvidia, meta, amd, google, amazon, microsoft, they are all in there. my guess is that if you were to strip out the ai buying frenzy from the stock market, the market wouldn't be up 7%. it would probably be down 7%, and you look at some of these companies, nvidia as an example. up 110% this year. it's trading as if it's a pure play on ai, which it isn't. their gpu's are used in a lot of different things. microsoft, they made a $10 billion investment in chatgpt which lead to a $700 billion increase in market capitalization. stuart: whoa. that's a good trade-off. stuart: but you think its reached a peak and there's a pullback. >> without a doubt it needs a breather things need to cool off and let the actual technology catch up to those stock market returns. stuart: but this is typical of the big new thing. >> yeah. stuart: any company involved in the big new thing goes straight up and then there's a rationalization and consolidation and they all come down. >> we mentioned this a couple weeks ago as we were going through earnings season that if a company m
you've got nvidia, meta, amd, google, amazon, microsoft, they are all in there. my guess is that if you were to strip out the ai buying frenzy from the stock market, the market wouldn't be up 7%. it would probably be down 7%, and you look at some of these companies, nvidia as an example. up 110% this year. it's trading as if it's a pure play on ai, which it isn't. their gpu's are used in a lot of different things. microsoft, they made a $10 billion investment in chatgpt which lead to a $700...
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May 30, 2023
05/23
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lauren: mike, i'm not stuart and don't have to bring up microsoft. got it. good to see you. take a look at stocks moving at this hour. ford up in a big way and there you go. just about 5%, $12.68 a share and jeffries upgraded a fox and rallying more than 30% from here and like their decision to team up with tesla and super charger access for electric vehicles and i'm very interested in this. three row electric suv. not many of them on the market. then there's the global energy tech company n phase energy and going to expand in europe and partnered with a company called gnat tech, a whole sailer of solar and battery projects and they'll work together to distribute their products across europe and good enough to move that up just about 3% for n phase energy and bitcoin hit 28,000 level for the first time since the start of may and crypto supposed to climb on saturday eve evening and why in that's when lawmakers inched closer to a tentative deal with to avert a default. a white sox player in the bake after beating cancer and crowd going wild for liam hendrix making season debut
lauren: mike, i'm not stuart and don't have to bring up microsoft. got it. good to see you. take a look at stocks moving at this hour. ford up in a big way and there you go. just about 5%, $12.68 a share and jeffries upgraded a fox and rallying more than 30% from here and like their decision to team up with tesla and super charger access for electric vehicles and i'm very interested in this. three row electric suv. not many of them on the market. then there's the global energy tech company n...
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May 16, 2023
05/23
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stuart: another stock is microsoft. you own? >> i do through a basket, which is the s&p 500 and talk about oven and microsoft is not ai and have things like cloud business they're working on and it's a company again, stuart. you talk about innovation and where's the innovation and here at microsoft they're innovating and continue to put up bigger earnings every single quarter and great management team, nadel doing a great job at the helm and that's a name you want to own. stuart: i use bing and uses ai in search. >> how's that working? stuart: really well. it's beginning to learn my searches. so if i press one key and i search for that kind of thing before, it fills out the whole thing. it seems to know me. >> now you'd use bing over google? stuart: always, yes. even though i just bought google because i like ai. tell me about home depot. not great earning ands not a great outlook either. >> not great. if you listen to what the ceo had to say on the call, stuart, lumber prices played into this and price of lumber out there was p
stuart: another stock is microsoft. you own? >> i do through a basket, which is the s&p 500 and talk about oven and microsoft is not ai and have things like cloud business they're working on and it's a company again, stuart. you talk about innovation and where's the innovation and here at microsoft they're innovating and continue to put up bigger earnings every single quarter and great management team, nadel doing a great job at the helm and that's a name you want to own. stuart: i...
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meta, microsoft, apple slightly lower. want to show you the yield on the 10-year treasury, it's sill around 3.5%, 3.51 to be precise. the 3-month still yelling more than 5%. yielding more than 5%. now this. president biden has lost control of the the border. he's losing control of the whole country. if you've been watching fox, you mow story. title 42 ends thursday and here comes another huge wave of migrantings. at one crossing point there's already a line that stretches as far as the eye can see. border patrol says 700,000 the are waiting in shelters in mexico. they're coming. when they get here, they'll be processed and sent on their way to says and towns across the country. -- to cities and towns across the country. are the population of central america to north america and do it exhibiterly. that's -- efficiently, that's exactly what's happening. chaos has already arrived, and in chaotic situations, you don't have control. local authorities are already saying no to relocated migrants. orange and rock counties outside
meta, microsoft, apple slightly lower. want to show you the yield on the 10-year treasury, it's sill around 3.5%, 3.51 to be precise. the 3-month still yelling more than 5%. yielding more than 5%. now this. president biden has lost control of the the border. he's losing control of the whole country. if you've been watching fox, you mow story. title 42 ends thursday and here comes another huge wave of migrantings. at one crossing point there's already a line that stretches as far as the eye can...
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microsoft, 46. is this a fad or is it something real? i mean, meta verse or not mentioned that much anymore. >> oh, i don't think you can possibly think of this as a fad. this is a, this is -- [laughter] i used the word forever. i feel that i've been part of so many revolutions during my 50-plus years in the venture business whether it was originally in the chip revolution and then initial computer revolution and apple with the personal computer revolution in the late '70s, the cellular revolution, and then we had the internet in the '90s. i think that a.i. and every aspect of it, chatgpt, is a, probably the most, the single most dramatic development i've seen in my career. liz: wow z. and i think it's going to have a profound influence in education, in medicine, in the every arena. and i think the biggest impact will probably be in drug discoveries because, you know, everything can be accelerated with the abilitied to do testing and modeling in a very short, much shorter time frame than we had in the past. i think it's really, really ex
microsoft, 46. is this a fad or is it something real? i mean, meta verse or not mentioned that much anymore. >> oh, i don't think you can possibly think of this as a fad. this is a, this is -- [laughter] i used the word forever. i feel that i've been part of so many revolutions during my 50-plus years in the venture business whether it was originally in the chip revolution and then initial computer revolution and apple with the personal computer revolution in the late '70s, the cellular...
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May 30, 2023
05/23
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look at microsoft for example. the stock has not even reascended to its previous high of about 343 last year. so i think, that is before we were talking about a.i. so i think of course at the margin there is some frothiness. you could argue movement in nvidia might have been a little bit, little bit crazy but i do think that that stock over the long term is one of the winners, one of the arms dealers in this space, that we're going to become more and more dependent on, taking out the moral questions. we've got a labor shortage problem and we've got baby boomers no matter what you try to do i don't think you can get them to come back to the workforce because they're still financially much better condition than pre-pandemic. we need to replace workers and one of the ways to do that is with a.i. i think probably overhyped in the near term but not in the long term. >> make me a little nervous. i remember the twilight episode needed robots to do a little bit of work. ended up doing all the work. less than a minute to go
look at microsoft for example. the stock has not even reascended to its previous high of about 343 last year. so i think, that is before we were talking about a.i. so i think of course at the margin there is some frothiness. you could argue movement in nvidia might have been a little bit, little bit crazy but i do think that that stock over the long term is one of the winners, one of the arms dealers in this space, that we're going to become more and more dependent on, taking out the moral...
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May 22, 2023
05/23
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charles: microsoft made the smart investment into the openai chatgpt but is it still relatively early though to really determine who the winners are and who the losers are? >> yeah, definitely, and i think that, i think google search was really, i think people worried about google search being displaced by microsoft and nothing has happened with bing. we still have 97% market share for google search. samsung renewed the default search engines own its cell phones for google. they were thinking to move to bing and chatgpt. so they kept it. so google is probably having to cut price. google is renewed being the default search engine. i think there was concern that some of those big telephone companies, mobile phone companies would move to chatgpt and microsoft. charles: right. that was definitely the scuttlebutt for a couple weeks. you mentioned meta, in 2022 meta was the big loser. mark zuckerberg was seen as the guy who lost control. we saw the maturation about zuckerberg. he got serious about the numbers and got serious about other things. wall street like what is they're seeing so far
charles: microsoft made the smart investment into the openai chatgpt but is it still relatively early though to really determine who the winners are and who the losers are? >> yeah, definitely, and i think that, i think google search was really, i think people worried about google search being displaced by microsoft and nothing has happened with bing. we still have 97% market share for google search. samsung renewed the default search engines own its cell phones for google. they were...
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May 25, 2023
05/23
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maria: one is nvidia, nor one is microsoft. it's the big guys running this very nature row rally. >> absolutely true. >> microsoft made a $10 billion investment in chatgpt or open a.i. and a that led to $700 billion of additional market cap for that company company so this hn a.i. driven rally this year. if we strip out the a.i. rally, the market's probably down. i don't know how much. maybe 5%, 7, 10, i don't know. but this has been an a.i. buying frenzy that we've been watching over the course of the last few months. maria: and they're making chips which enable artificial intelligence, right? >> yes. maria: that's what you're buying into. >> yeah, they're obviously making the gpus that are used for that. microsoft is obviously more on the software side of the equation. right. so you know, the interesting thing about a.i., and we were just discussing this, there's really not a good pure play a.i. company out there. like you kind of have to play it through these derivatives like an nvidia or microsoft, google, amazon. maria: or
maria: one is nvidia, nor one is microsoft. it's the big guys running this very nature row rally. >> absolutely true. >> microsoft made a $10 billion investment in chatgpt or open a.i. and a that led to $700 billion of additional market cap for that company company so this hn a.i. driven rally this year. if we strip out the a.i. rally, the market's probably down. i don't know how much. maybe 5%, 7, 10, i don't know. but this has been an a.i. buying frenzy that we've been watching...
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big tech, no real trend except would you have also but on the downside but apple, amazon, microsoft in the alphabet on the upside. apple going up to the earnings above 14, .68% in advance of their owners. i want to talk about what i think is the stock of the day from my view. eventually, great news on their alzheimer's drug. >> is close cognitive decline by 35% in late stage study, 47% showed no cognitive decline. this is called by scientists the strongest phase three trial for any alzheimer's treatment to date so 6 million plus americans live with the disease and this is a game changer for them and their families. eli lilly plans to file for approval by end of june. stuart: when you get into your 70s you start to worry about being forgetful and then you come up with a drug like this, you want to know more. that's the stock of the day. let's get back to the regional banks, i want to know what they are doing. >> there still down, pack west down 20% yesterday. some strength in the other regionals so we are seeing this ahead of the fed decision at 2:00 p.m. and the two of us are connected
big tech, no real trend except would you have also but on the downside but apple, amazon, microsoft in the alphabet on the upside. apple going up to the earnings above 14, .68% in advance of their owners. i want to talk about what i think is the stock of the day from my view. eventually, great news on their alzheimer's drug. >> is close cognitive decline by 35% in late stage study, 47% showed no cognitive decline. this is called by scientists the strongest phase three trial for any...
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three times during the earnings call compared to, like, 499 and 50 from microsoft -- 49 and 50 from microsoft and google. they were throwing it out constantly. do you think apple's behind the a.i. curve or they're just keeping their cards close to the vest? >> i think that a lot of these big companies have the resources and capability to do something, but i do think that most of them have been caught flat-footed here. it was really the launch of chatgpt on november 30th last year by openai that woke everybody up to the power of these large language models. basically, it allows you to interact with the computer just using let's call it a natural language interface. in other words, you can just tell the computer what you want it to do. and that really wasn't possible before. and in response to that, the a.i. just keeps surprising us with new capabilities, new use cases. so i think it's very important. i think that, again, it was not one of the big tech companies that drove this. it was openai that i think drove the breakthrough even though it was google several years ago who came up with the id
three times during the earnings call compared to, like, 499 and 50 from microsoft -- 49 and 50 from microsoft and google. they were throwing it out constantly. do you think apple's behind the a.i. curve or they're just keeping their cards close to the vest? >> i think that a lot of these big companies have the resources and capability to do something, but i do think that most of them have been caught flat-footed here. it was really the launch of chatgpt on november 30th last year by...
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May 24, 2023
05/23
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stuart: i extended my big tech holdings from microsoft, a little bit of google. am i doing the right thing? >> a great company, google and microsoft, it doesn't matter, they are always going to go higher. i love microsoft is much as you do but google is in my by camp and i'm buying lower. if we get a chance to go lower, i'm buying both lower. stuart: on the cups overturned, attitude toward the market. come back soon. thanks so much. the opening bell is ringing in a couple of seconds. i have to say, no idea how we closed. here we go. press that button. the dow is open on the downside, give it a couple of seconds. we are seeing a little bit of red. we will show you the dow 30 and pick out your stocks. with got -- mixed picture. down 42 as we speak. s&p 500 a little lower, not much. the nasdaq composite also on the downside, .61% so red ink today. how is big tech doing? with got one winner, amazon. i want to know more about netflix. i've admitted it on this program, i use the manassas password. are they coming for me? >> apparently so. freeloaders are coming. [laugh
stuart: i extended my big tech holdings from microsoft, a little bit of google. am i doing the right thing? >> a great company, google and microsoft, it doesn't matter, they are always going to go higher. i love microsoft is much as you do but google is in my by camp and i'm buying lower. if we get a chance to go lower, i'm buying both lower. stuart: on the cups overturned, attitude toward the market. come back soon. thanks so much. the opening bell is ringing in a couple of seconds. i...
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May 19, 2023
05/23
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alphabet is up and amazon up and microsoft down a fraction at 317 a share and meta 244, amazon 116. where's the 10-year treasury up 3.71%. now this. two stat senators return to capitol hill after long absences from health. diane feinstein had shingles and encephalitis and known for memory loss and new york state times said she appeared shockingly diminished and john fetterman returned after longly hospitalization due to depression following a stroke. it was painful watching his struggle while questioning bank executives. turns out his age put out a cleaned up version of his statements. both senators are ailing, both are clearly having trouble doing their job. looks like their aids are in charge and that's not the way it's supposed to b. who will tell them it's time to go? and on what grounds are they told it's time to go. these are timely questions not for just senator feinstein and fetterman but maybe the president of the united states. now it gets really serious. the president is slowing down, he's frail, he loses his train of thought and appears to get confused easily. but he's r
alphabet is up and amazon up and microsoft down a fraction at 317 a share and meta 244, amazon 116. where's the 10-year treasury up 3.71%. now this. two stat senators return to capitol hill after long absences from health. diane feinstein had shingles and encephalitis and known for memory loss and new york state times said she appeared shockingly diminished and john fetterman returned after longly hospitalization due to depression following a stroke. it was painful watching his struggle while...
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May 30, 2023
05/23
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so apple, microsoft already there. nvidia will join the likes of apple, microsoft, google, and amazon as only the fifth trillion dollar u.s. company and even bigger than meta and facebook. mark subb zuckerberg's company d really the results, booming results and guidance something we've not seen for any chip maker leading the rest of the industry. think of marvel and amd. marvel had fantastic results and huge demand for ai chips and you heard from nvidia ceo who is making some of these graduation speeches in taiwan saying if you want to job in the future, make sure it's somehow related to artificial intelligence and ai and this is only the beginning. lauren: susan, we'll talk about this later on in the show, but i did take the kids, we saw the little mermaid this weekend. we left early. they were board. they were board by it. but apparently we're in the minority because it did really well at the box office. susan: very well. $118 million debut and that's the fifth highest memorial day weekend ever in history and also co
so apple, microsoft already there. nvidia will join the likes of apple, microsoft, google, and amazon as only the fifth trillion dollar u.s. company and even bigger than meta and facebook. mark subb zuckerberg's company d really the results, booming results and guidance something we've not seen for any chip maker leading the rest of the industry. think of marvel and amd. marvel had fantastic results and huge demand for ai chips and you heard from nvidia ceo who is making some of these...
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microsoft, google, amazon, we love the companies long-term. we trimmed them back a bit but we're holding extra cash. we have some problems right now in the markets over the next couple weeks. we'll get through this when we get the next buy signal we'll put the capital back to work. i think it will be a better opportunity to buy a little bait later -- little bit later on this summer. charles: thank you as always, lance. lance mentioned apple they report after the bell. we'll handicap this stock later on. we have lou basenese, he covers it better than anyone on the street. we'll break it down. where should you look for opportunity lance talked about? i have to tell you victoria fernandez is here in studio with a couple of ideas after this. ♪. dad, we got this. we got this. we got this. we got this. we got this. yay! we got this. we got this! life is for living. we got this! let's partner for all of it. edward jones your record label is taking off. but so is your sound engineer. you need to hire. i need indeed. indeed you do. indeed instant mat
microsoft, google, amazon, we love the companies long-term. we trimmed them back a bit but we're holding extra cash. we have some problems right now in the markets over the next couple weeks. we'll get through this when we get the next buy signal we'll put the capital back to work. i think it will be a better opportunity to buy a little bait later -- little bit later on this summer. charles: thank you as always, lance. lance mentioned apple they report after the bell. we'll handicap this stock...
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May 16, 2023
05/23
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microsoft w will appeal the decision. the ftc is suing microsoft to block the deal. both stocks as you can see here are relatively flat in the premarket. and then there is this, musician billy joel moving out of his long island new york home of more than 20 years, putting his 26-acre estate on the market, looking to sell his current florida mansion, 64.9 million. get this, he's going to buy another property in the same area, he's going to maintain his one house up here,s he's got a sag harbor house that he finished renovating. billy joel is to new york what bruce springsteen is to new jersey. born in new york city, raised in long island. he is out because everybody that lives in new york apparently is moving to florida. maria: i love it. billy joel is so great. he hasn't written a new song if decades. every song is still top of mind and great song. he's amaze. cheryl: i'm going to miss him. maria: me too. we're talking now about china, a top chinese envoy visiting ukraine today, kicking off a five nation tour. this tour aimed at brokering a peace deal between kyiv an
microsoft w will appeal the decision. the ftc is suing microsoft to block the deal. both stocks as you can see here are relatively flat in the premarket. and then there is this, musician billy joel moving out of his long island new york home of more than 20 years, putting his 26-acre estate on the market, looking to sell his current florida mansion, 64.9 million. get this, he's going to buy another property in the same area, he's going to maintain his one house up here,s he's got a sag harbor...
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May 23, 2023
05/23
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mixed position with amazon, meta up, microsoft, alphabet down. the 10 year treasury yield going up recently up again this morning. looking at 3.73. that's the markets on a tuesday morning. now this. the democrats have declared war on florida, because it has a republican governor who is running for the republican nomination for president. it also has a booming economy, and a record breaking number of people who want to live and vacation there. in short, the sunshine state, a republican state, is doing very well. the left can't have that. got to trash it somehow. it's an all hands-on deck slim ing effort. the borders on the ridiculous. in comes the naacp telling black people, don't go. be aware of the open hostility towards african americans and people of color. how come the naacp chair leon russel lives in tampa and board members seem to have a lot of fun vacationing there and how come black kids do better on average in math and reading in florida than black kids in maryland when the naacp is headquartered? on monday a gay black female guest on ns
mixed position with amazon, meta up, microsoft, alphabet down. the 10 year treasury yield going up recently up again this morning. looking at 3.73. that's the markets on a tuesday morning. now this. the democrats have declared war on florida, because it has a republican governor who is running for the republican nomination for president. it also has a booming economy, and a record breaking number of people who want to live and vacation there. in short, the sunshine state, a republican state, is...
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sorry about microsoft. i'm still wrong too, that's okay. stuart: okay. jason katz, the one and only. thanks very much for joining us. >> we'll get that right. stuart: i got it. i got it. next case, hunter biden, he appeared in court today and he's petitions to reduce child support payments to the mother of his 4-year-old girl -- daughter. miranda devine is with me now. miranda, this is serious stuff. why is president biden, the president of the united states refusing to acknowledge his own granddaughter? >> well, i would assume, stuart, because hunter doesn't want him to. hunter has been trying from the very beginning to ignore this child and deny paternity, london roberts, the mother of the 4-year-old navy jones, had to go to court and get a paternity test to prove he was the father. in his memoir hunter wrote that he couldn't even remember having the fling with this woman, the former stripper from washington dc. that's not true because the laptop shows that he had an ongoing relationship with her for several months and in fact used to smuggle her in th
sorry about microsoft. i'm still wrong too, that's okay. stuart: okay. jason katz, the one and only. thanks very much for joining us. >> we'll get that right. stuart: i got it. i got it. next case, hunter biden, he appeared in court today and he's petitions to reduce child support payments to the mother of his 4-year-old girl -- daughter. miranda devine is with me now. miranda, this is serious stuff. why is president biden, the president of the united states refusing to acknowledge his...
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May 12, 2023
05/23
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well you already have microsoft. okay, all right stuart: they use ai on bing, and notice it, it seems to recognize my searches more. it moves me quickly to it. charles: really this whole ai thing is really really amazing. there's a firm becaused out of canada that says we're 50/50 whether or not they annihilate humankind, and this is how much of a threat it is but let's make money first and we'll worry about survival later. stuart: cybersecurity is another area which seems to be lifting off ai because people need security when you've gotta i running loose. charles: it's a hell of a combination right? imagine ai in the wrong hands. i don't know there's any systems out there that can really compete and we always know that the bad guys are one step ahead anyway, but to be one step ahead with this sort of a tool, this sort of a weapon is scary stuff so yeah, almost every business out there is going to have to retrofit or enhance their security to a major degree stuart: have you got a cybersecurity stock that your subscri
well you already have microsoft. okay, all right stuart: they use ai on bing, and notice it, it seems to recognize my searches more. it moves me quickly to it. charles: really this whole ai thing is really really amazing. there's a firm becaused out of canada that says we're 50/50 whether or not they annihilate humankind, and this is how much of a threat it is but let's make money first and we'll worry about survival later. stuart: cybersecurity is another area which seems to be lifting off ai...
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May 26, 2023
05/23
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microsoft, alphabet, down. microsoft and alphabet had a good run following nvidia yesterday, edging slightly lower this morning. all right, i want to know about costco, because they reported before the bell -- sorry, after the bell yesterday. susan's back. tell me about theft. susan: yeah. so they said that they were fortunate to to the avoid it. it's not the type of shrinkage that we've seen at argument the, half a billion dollars that's forecast for this year. however, if you look at costco, earnings missed, and that's what you're reacting to. the rest of it wasn't that bad. you had margin expansion meaning that they're making more money per item sold. foot traffic went up slightly, better than a lot of retailerses so far this earnings season, and traffic was up 3.5%. but that's also meaning that the shoppers weren't buying as much and ticket the prices went to down 3.5%. so heir the still sticking to the same -- the staples, the grocery are -- groce thelies, they have to stock their fridge. they are not buyi
microsoft, alphabet, down. microsoft and alphabet had a good run following nvidia yesterday, edging slightly lower this morning. all right, i want to know about costco, because they reported before the bell -- sorry, after the bell yesterday. susan's back. tell me about theft. susan: yeah. so they said that they were fortunate to to the avoid it. it's not the type of shrinkage that we've seen at argument the, half a billion dollars that's forecast for this year. however, if you look at costco,...
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May 17, 2023
05/23
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they the write regulations that say, that only google and microsoft can do business, annually they can own a.i., they want that stuff. it is -- protectionism for themselves, they want to make sure smaller competitors cannot get in the, i think they are hyping some. the concerns about ai. kennedy: how could regulations go sideways? >> man, all of the ways, all of the ways, there is -- just very difficult for me to imagine a s scenario where a regulatory regime making a.i. work better for people, w. two of the agency are fda and nrc. what has the nrc done for nuclear power. kennedy: made energy more expensive. >> yes, more expensive and dirtier. nuclear energy is clean energy. it is our best source of efficient and easy to get -- access clean energy. and because of the nrc, basically the starting in 1970s, the united states did not build about 60 power plants, construction costs on nuclear power plants -- time from 4 years to 14 years, that makes it much more expensive. then think of fda our health bureaucrats, right? i grew up in 1980s and 90s with terrible fda dietary advice, they got
they the write regulations that say, that only google and microsoft can do business, annually they can own a.i., they want that stuff. it is -- protectionism for themselves, they want to make sure smaller competitors cannot get in the, i think they are hyping some. the concerns about ai. kennedy: how could regulations go sideways? >> man, all of the ways, all of the ways, there is -- just very difficult for me to imagine a s scenario where a regulatory regime making a.i. work better for...
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May 31, 2023
05/23
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microsoft also higher at 331. goldman sachs again, this is weighing on the dow. susan lee coming in to the program, good morning to you. are they planning another round? >> a big way on the dow right now, only down six tenths of 1% but you could be looking at a third round of job hits, only if you're 250 jobs that could be coming in the weeks ahead. staff might be affected like directors and partners, 250 would likely take golden job cuts, still below 4000, dealmaking dried up so it makes sense, everybody in i thinking cutting jobs and morgan stanley that has cut three jobs and james gorman is stepping down in the next couple months, j.p. morgan cutting around 500 so 250, not that big of a deal especially compared to tens of thousands in the tech space. >> we spoke yesterday about elon musk, head of tesla and twitter going to china, do we know more about that? >> elon musk working with everyone taking the day off for memorial day weekend and he's been pretty busy shaking beijing government hands and that includes the top minister like the foreign minister, minist
microsoft also higher at 331. goldman sachs again, this is weighing on the dow. susan lee coming in to the program, good morning to you. are they planning another round? >> a big way on the dow right now, only down six tenths of 1% but you could be looking at a third round of job hits, only if you're 250 jobs that could be coming in the weeks ahead. staff might be affected like directors and partners, 250 would likely take golden job cuts, still below 4000, dealmaking dried up so it makes...
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May 12, 2023
05/23
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ashley: it will provide microsoft electricity from its first-ever fusion plant. fusion is where two atoms such as hydrogen are heated to extreme temperatures and fuse into one heavier atom releasing a large amount of energy. it could help the world to cut emissions linked to climate change. its plan that it's plant is expected to be online by 2028 and expects to generate 50 mw for a 1-year ramp up period. it could supply up to a thousand us homes. want to know how much this is? and no financial details yet. stuart: more than a thousand migrants will arrive in new york city every day now the title 42 is lifted. where are they being housed. senator lindsey graham and alejandra mayorkas, lying about border security, roll it. >> we are on track to have more illegals this year than last year on top of title 42, misleading the american people and he should go. he should be fired. stuart: brandon judd on that next. ♪ is? - what? - especially when it comes to your finances. - are you a certified financial planner™? - i'm a cfp® professional. - cfp® professionals ar
ashley: it will provide microsoft electricity from its first-ever fusion plant. fusion is where two atoms such as hydrogen are heated to extreme temperatures and fuse into one heavier atom releasing a large amount of energy. it could help the world to cut emissions linked to climate change. its plan that it's plant is expected to be online by 2028 and expects to generate 50 mw for a 1-year ramp up period. it could supply up to a thousand us homes. want to know how much this is? and no financial...
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May 26, 2023
05/23
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i believe the rally is in part because amazon, alphabet, meta, microsoft audiotape up. the 10-year treasury yield up too at 3.83%. that's the markets on a rallying day, friday morning. now this. this is how you really ruin a city. you elect a progressive mayor. i'm talking about chicago and its new democrat mayor brandon johnson. chicago democrats have already published their agenda and it's titled: first we get the money. koenen, that tells you a lot. here's what they want, $6.8 billion more from chicago's rich and its companies. a head tax, $33 per employee of all businesses and real estate transfer tax on any sale over $1 million. raise the jet fuel tax for heaven's sake on the grounds that plane pollute. good lord f. there's a vacant luxury apartment, pay a fee. that's to encourage landlords to charge more affordable rents, good luck. they want to have a wealth tax on the rich. an extra 3.5% tax on incomes over $100,000. last one, and this tells the real story. cut the police budget by 9% in each of the next four years. they're not going to get all this, i got it. b
i believe the rally is in part because amazon, alphabet, meta, microsoft audiotape up. the 10-year treasury yield up too at 3.83%. that's the markets on a rallying day, friday morning. now this. this is how you really ruin a city. you elect a progressive mayor. i'm talking about chicago and its new democrat mayor brandon johnson. chicago democrats have already published their agenda and it's titled: first we get the money. koenen, that tells you a lot. here's what they want, $6.8 billion more...
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May 10, 2023
05/23
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>> microsoft is my personal take on that. given the fact that they've got their teams, although technology keeping and staying steady with the new changes developing out of 2,020. they are going to innovate these ideas into their tools. that is a big idea. most are concerned about google and the fact that 100% of their ai engineers are in china right now and that represents a security risk. as you look at giving technology and information away i feel a little better about organizations in the united states that might play by our rules as opposed to what else it will bring up. stuart: i want to thank you very much for the coronation tie and he went to london before the coronation and picked it up and winced minster at the and i wore it on friday before the coronation on saturday. you will be on the show again. >> you are welcome. you look great. stuart: thanks very much. lauren is looking at the movers and starting with a 10%, 9% gain. lauren: content delivery network branch into cybersecurity and cloud services and they lifte
>> microsoft is my personal take on that. given the fact that they've got their teams, although technology keeping and staying steady with the new changes developing out of 2,020. they are going to innovate these ideas into their tools. that is a big idea. most are concerned about google and the fact that 100% of their ai engineers are in china right now and that represents a security risk. as you look at giving technology and information away i feel a little better about organizations in...
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i rather own microsoft. charles: you own a quote, share it with the audience, from niche that, those seen dancing were thought to be insane by those who couldn't hear the music. what does that mean for investors? >> pay attention to what is happening behind the scene, you can't find the movement you can't dance. counter intuitively the bullish sentiment is biggest when most people are bearish. people are alarmingly quaking in their boots. that is inordinate bullish signal for companies. charles: they seemed to talk so much, so loud, they can't hear anything else. i have 30 seconds. anything else you're looking at keith? >> there is a little tiny life sciences company, zenta i'm starting to get interested in but not for what people think. ability to handle cold storage. 20% of largest pharma companies use this. the companies might be poised for a move. full disclosure i don't own it yet. i have to research. charles: symbol? azta, if i got my memory right. if i had my coffee. charles: look at you, you bring am
i rather own microsoft. charles: you own a quote, share it with the audience, from niche that, those seen dancing were thought to be insane by those who couldn't hear the music. what does that mean for investors? >> pay attention to what is happening behind the scene, you can't find the movement you can't dance. counter intuitively the bullish sentiment is biggest when most people are bearish. people are alarmingly quaking in their boots. that is inordinate bullish signal for companies....