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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 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 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 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 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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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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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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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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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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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 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 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 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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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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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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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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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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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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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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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 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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May 25, 2023
05/23
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but microsoft powering ahead, it's it's up 3%. that's nearly $10 a share to the upside. alphabet, that's another a.i.-related stock these days, it's up 2%. meta the is up 1 percent and apple moving up just 63 cents. how about 10-year treasury yield? keeps going up, you're at 3.# 7 right now. -- 3.# 77 right now. and now this. threat is not that america defaults. the threat is that our debt is downgraded. in plain english, that means we're not so sure that we can pay our debts. it's like our credit score goes down. that's not good. it's the started already though. fitch is a rating company. it measures risk, and they think america is getting riskier. they put our credit on credit watch negative. again, in plain english, they think we're borrowing too much. if there is a downgrade, it's biden's downgrade. he won't cut spending, and the country is against him. a cnn poll, 59% think biden is not acting responsibly on the debt. a monmouth poll, only 34% approve of biden's debt can ceiling stance. "the washington post," quote, democrats' worry grows over white house approach t
but microsoft powering ahead, it's it's up 3%. that's nearly $10 a share to the upside. alphabet, that's another a.i.-related stock these days, it's up 2%. meta the is up 1 percent and apple moving up just 63 cents. how about 10-year treasury yield? keeps going up, you're at 3.# 7 right now. -- 3.# 77 right now. and now this. threat is not that america defaults. the threat is that our debt is downgraded. in plain english, that means we're not so sure that we can pay our debts. it's like our...
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May 15, 2023
05/23
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all of them doing well except microsoft and alphabet which are down fractionally. alphabet is down just a buck so far. now, i believe there is news on meta and google and fortunately, susan is here to cover them. >> i'll tell you why alphabets down because you have an interesting counter trade being recommended this morning by loop capital so they are upgrading meta to a buy, downgrading alphabet, google to a hold. so they say that meta could rally another 35% from here. remember it's almost double up 100% so far this year in five months but loop says that meta is worth 320 in their view because of the cost cutting and recovery along with the short form videos on instagram called reels driving usage and meta will benefit from ai tools to advertise more on the platform. now they downgraded google parent alphabet worth 125 in their view because it's over- hyping over-selling artificial intelligence. they say the risk to google's search dominance isn't just microsoft but really all ai chat bots in general which will help users search the internet better without having
all of them doing well except microsoft and alphabet which are down fractionally. alphabet is down just a buck so far. now, i believe there is news on meta and google and fortunately, susan is here to cover them. >> i'll tell you why alphabets down because you have an interesting counter trade being recommended this morning by loop capital so they are upgrading meta to a buy, downgrading alphabet, google to a hold. so they say that meta could rally another 35% from here. remember it's...
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May 12, 2023
05/23
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we've talked about microsoft, which i own, my family owns, google is really showing its strength in the ai space coming out of their conference and their iterations in the space, but i think you really need to look if you want a pure play you got to go into the lower end of the market and a stock that should be on everyone's radar is gsi technologies. this is a company that again are about to report earnings next week. they have a storage business that really funds the development of ai chips that are way more efficient, so in laymans terms whenever you do computing you've got storage here in one chip, computing on another, processing chip and any time you want to do something you send that data back and forth. gsi's big innovation is called in place associate of computing so it does it all in place, so much more efficient, it really leverages and amplifies the amount of computing it can do in ai application and they are getting ready to go commercial with their first generation chip so this is a name you keep on your radar. i can't make an individual recommendation to buy but you shoul
we've talked about microsoft, which i own, my family owns, google is really showing its strength in the ai space coming out of their conference and their iterations in the space, but i think you really need to look if you want a pure play you got to go into the lower end of the market and a stock that should be on everyone's radar is gsi technologies. this is a company that again are about to report earnings next week. they have a storage business that really funds the development of ai chips...
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alphabet, a couple of cents and microsoft -- whoa, 9 cents higher. the 10-year treasury yield going down, all the way down to 3.37%. that's the markets as we wait for the fed's decision the on rates. now this. republican presidential candidate vivek ramaswamy is making waves. i think that's great. he is the first millennial to run for the oval office. what he's saying to his own generation is very important. he's anti-woke, he's anti-progressive. he's trying to change direction of young folks' political thinking. that's pretty good. two of his books make his position very clear. number one, "woke inc.: inside america's social justice scam," repeat, scam, that's his word. and "nations of victims." it's good stuff. victimology is at the heart of woke whining. he argues with chuck and tells him there are only two genders, male and female. would you ever get that out of a democrat? he told cnn's don lemon you're doing a disservice by refusing to recognize the fact that black americans have equality under the law, end quote. who else goes at race as direc
alphabet, a couple of cents and microsoft -- whoa, 9 cents higher. the 10-year treasury yield going down, all the way down to 3.37%. that's the markets as we wait for the fed's decision the on rates. now this. republican presidential candidate vivek ramaswamy is making waves. i think that's great. he is the first millennial to run for the oval office. what he's saying to his own generation is very important. he's anti-woke, he's anti-progressive. he's trying to change direction of young folks'...
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let's show you this because biden walks in and basically says "thank you" to the heads of google and microsoft and the two ai companies that they funded. elon was not invited to this meeting. here is the president. >> everyone has enormous potential and i know that you understand that and i hope you can educate us as to what we think is most needed to advance, this is really really important. lauren: so important that he put kamala harris in charge and he just drops by, just like that, but then you have the administration. i thought this was novel. they're asking the ai developers to participate in a public evaluation of their service employees in august at the defco nn hackers convention so the hackers would find bugs in the ai system if you find the bug you could help keep the bad guys out. that's almost brilliant in a way stuart: it makes sense. lauren: to me it does. the white house is also admitting yeah, we don't understand this stuff. we've got to let the good hacker s figure it all out for us yet, kjp, the press secretary insists that the president knows how chatgpt works. stuart: got
let's show you this because biden walks in and basically says "thank you" to the heads of google and microsoft and the two ai companies that they funded. elon was not invited to this meeting. here is the president. >> everyone has enormous potential and i know that you understand that and i hope you can educate us as to what we think is most needed to advance, this is really really important. lauren: so important that he put kamala harris in charge and he just drops by, just...
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amazon and microsoft are up, meta, apple, alphabet down but just slightly. the 10-year treasury yield, last time we checked it was moving sarply lower. same story, now you're down to the 3.32%, down 10.5 basis points, as they say. that's a very low yield. now this. here's the news: a new whistleblower says joe biden, when he was vice president, engaged in a criminal scheme to take money in exchange for a policy shift. the scheme involved an unnamed foreign national and an unnamed foreign country. top republicans, senator grassley and congressman comer, say there is an fbi file on this. they want to see it because, quote, it has been alleged that the document includes a precise description of how the alleged criminal scheme was employed as well as its purpose. that's what they're saying, and that is very strong stuff. the president is under federal investigation and so is his son, hunter. we are told that federal prosecutors are close to a tax and gun charges against him, and he is in and out of court fighting with his former lover over child support. here's
amazon and microsoft are up, meta, apple, alphabet down but just slightly. the 10-year treasury yield, last time we checked it was moving sarply lower. same story, now you're down to the 3.32%, down 10.5 basis points, as they say. that's a very low yield. now this. here's the news: a new whistleblower says joe biden, when he was vice president, engaged in a criminal scheme to take money in exchange for a policy shift. the scheme involved an unnamed foreign national and an unnamed foreign...
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May 17, 2023
05/23
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microsoft up again 312. stuart: i was watching the european -- that was really c cool. >> okay so in the future we could possibly see tesla commercials advertising, i think the shareholders meeting, and i'll share anything on as compared to $2 million gm and ford, one of the secret sauces to tesla's success so elon said we might see future tesla ads on tv and billboards pretty big so take it with a grain of salt but so promising temperature launch this year, production to ramp sometime this summer into next year. take it with a grain of salt these deadlines and dates. also shocking and tell me if you think so, he's so promising full self driving cars by the end of this year. full self driving so well he admits he's pathologically optimistic, while people are saying it's going to be hard to do that i would say tesla possibly building plans, it might be? routing stock because executives according to the reports are negotiating and manufacturing plants tesla has five confirmed plans around the world, mexico bei
microsoft up again 312. stuart: i was watching the european -- that was really c cool. >> okay so in the future we could possibly see tesla commercials advertising, i think the shareholders meeting, and i'll share anything on as compared to $2 million gm and ford, one of the secret sauces to tesla's success so elon said we might see future tesla ads on tv and billboards pretty big so take it with a grain of salt but so promising temperature launch this year, production to ramp sometime...
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ryan air like 150 max just, that's a big deal and we have united trouble, microsoft on the list in the 2309. s&p 500 is the winner, boeing is on that list. jacobs engineering etc. nasdaq composite z scaler. >> second day in a row for the company. stuart: airbnb is on the list, they are up and so is alphabet. coming up, out kicks clay travis conducting an experiment over the weekend. he offered various cans of free beer at a concert. here's how it went. >> the only beer left at the west best vip, whatever you want to call it, event. bud light. not ideal. not good. stuart: looks to me like there's real consequences for companies going super bowl. a new op-ed, i'm a doctor and my black parents saw me break free of segregation. no medical schools are bringing it back. that doctor is here and she joins me in the 10:00 hour. president biden eating with top congressional leaders to discuss the debt ceiling. larry kudlow inside and i'll ask him how he thinks this one is going to go. ♪ ♪ the big four meeting with president biden about it today. kevin mccarthy, hakeem jeffries and mitch mcco
ryan air like 150 max just, that's a big deal and we have united trouble, microsoft on the list in the 2309. s&p 500 is the winner, boeing is on that list. jacobs engineering etc. nasdaq composite z scaler. >> second day in a row for the company. stuart: airbnb is on the list, they are up and so is alphabet. coming up, out kicks clay travis conducting an experiment over the weekend. he offered various cans of free beer at a concert. here's how it went. >> the only beer left at...
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May 23, 2023
05/23
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microsoft down 60 cents, bet 50 cents, a couple of bucks. amazon book 14. >> your really specific today. forty-five cents. stuart: i am exasperated with this deal story. i want to be specific. big news. apple the deal with worldcom making chips of micro. >> big deal when you're sourcing and making tens of billions of dollars worth of chips right here in the u.s. a long time, apple, and expansion of longtime supply deal and it includes chips made here in the usa america. colorado specifically and apple will be a base customer or arizona plant. when the plant opens in a years time, opening up $12 billion facility in arizona and is part of that five year, 430 billion-dollar investment from apple. in 2021, the relationship is 15 billion a year between.com and apple so that helps, you see the reaction right now in the stock more than apple but the fact that you're sourcing more supplies here in the u.s. means more jobs. stuart: 15 billion for brock come. fascinating. let's get back to reality. >> it was announced just ten minutes ago. stuart: hom
microsoft down 60 cents, bet 50 cents, a couple of bucks. amazon book 14. >> your really specific today. forty-five cents. stuart: i am exasperated with this deal story. i want to be specific. big news. apple the deal with worldcom making chips of micro. >> big deal when you're sourcing and making tens of billions of dollars worth of chips right here in the u.s. a long time, apple, and expansion of longtime supply deal and it includes chips made here in the usa america. colorado...
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big tech everyday, we've got amazon up and microsoft the alphabet, but and of times. that's what we're going to start. a report after the ball. susan is back. >> institute conference in los angeles. >> i know the company that the back of my hands, we are expecting a decline in sales today. this is a quarter where they always talk about cash return to investors so expect an announcement of the same rate of buybacks we saw last year, $90 billion or so and this is, apple has become a cash cow like an atm machine to get back to their investors which is why warren buffett holds it as his single largest holding period from the last decade, apple has returned $600 billion in stock buybacks, more than any other company on the planet the last decade or so. i think this quarter we are still buying back at the same rates as last quarter, we had 5% decline because of the production in china, i think the most important part today will be hardware sales and where we are in the cycle of his iphone 14 and whether it continues to sell after the holiday shopping especially with reducti
big tech everyday, we've got amazon up and microsoft the alphabet, but and of times. that's what we're going to start. a report after the ball. susan is back. >> institute conference in los angeles. >> i know the company that the back of my hands, we are expecting a decline in sales today. this is a quarter where they always talk about cash return to investors so expect an announcement of the same rate of buybacks we saw last year, $90 billion or so and this is, apple has become a...
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May 26, 2023
05/23
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you have a disruptive technology and the market wants to jump on the leader, the next microsoft, the next amazon lodz nvidia is executing them and a lot of ai stocks are executing because it's moving so fast. if you are looking at nvidia or other stock, they -- their story and valuation. there are great stories associated with ai but focus on valuation and keeping your portfolio, a disciplined format, not just chasing stories. stuart: how does anybody in the market handle trading today? going into a three day weekend we have a debt deal and the president is going out of town to camp david. how do you play the market today? >> that is an easy one. the chief marketing officer likes to say zoom in, zoom out. you have to zoom in and look at the market but when you talk about trading, zoom out, look out at the long-term impact of what you are going to do in a moment. the debt deal will get done. we believe we are going into seasonal volatility and you have a lot of movement, there are opportunities to buy into volatility between now, september, and october but we also zoom out further. 20
you have a disruptive technology and the market wants to jump on the leader, the next microsoft, the next amazon lodz nvidia is executing them and a lot of ai stocks are executing because it's moving so fast. if you are looking at nvidia or other stock, they -- their story and valuation. there are great stories associated with ai but focus on valuation and keeping your portfolio, a disciplined format, not just chasing stories. stuart: how does anybody in the market handle trading today? going...
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May 17, 2023
05/23
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amazon, meta, microsoft up, alphabet, apple ever so slightly down. the 10 year treasury yield coming in at 3.55%. that's the markets. now this. when does a politician become a liability? when the politician is a vice president named kamala harris. i'm not being nasty or unkind, i'm being realistic about the leadership of our country. the vice president does not inspire confidence. many democrats are afraid of a harris presidency. biden has decided not to drop her from his reelection ticket. harris became his running mate because her identity. she is a woman of color. he can't fire her for incompetence. identity voters would rebel. biden is stuck. harris addressed the national action network 2023 convention. that is the reverend out sharpton's operation. he was on hand to make sure harris stays on the ticket. she characterized republicans as extremists, the way biden talks about himaga, overwhelming the city. no mention of the border and the disaster that is unfolding. no mention of crime which is ripping cities apart. no mention of failing public sch
amazon, meta, microsoft up, alphabet, apple ever so slightly down. the 10 year treasury yield coming in at 3.55%. that's the markets. now this. when does a politician become a liability? when the politician is a vice president named kamala harris. i'm not being nasty or unkind, i'm being realistic about the leadership of our country. the vice president does not inspire confidence. many democrats are afraid of a harris presidency. biden has decided not to drop her from his reelection ticket....
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May 22, 2023
05/23
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well and we have a apple, amazon down $1.28 and apple down $1.48 not that much and meta, alphabet and microsoft are up. the 10-year treasury going up to 3.70% as we speak. that's the markets on a monday morning. this, aacp issued a travel advisory and black people should reconsider visiting florida. naacp has a problem with governor desantis and his policies. their statement reads in part the governor's "aggressive attempts to replace black history and diversity, equity and inclusion program ifs florida schools have turned the state into openly hostile place for people of color and members of the lgbtq+ community. a spokesperson for desantis dismissed the advisory calling it a stunt. desantis is a republican running for the presidency and naacp is deeply embedded in the democrat party. of course they're going to attack a republican presidential candidate. desantis doesn't want schools teaching what a rotten and oppressive place america is. they'll cover slavery and segregation but not the be all and end all of american history. as for restricting diversity, equity, and inclusion programs, naacp
well and we have a apple, amazon down $1.28 and apple down $1.48 not that much and meta, alphabet and microsoft are up. the 10-year treasury going up to 3.70% as we speak. that's the markets on a monday morning. this, aacp issued a travel advisory and black people should reconsider visiting florida. naacp has a problem with governor desantis and his policies. their statement reads in part the governor's "aggressive attempts to replace black history and diversity, equity and inclusion...
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May 31, 2023
05/23
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it is up as well, so is microsoft hanging on by two pennies, alphabet and amazon are lower. show me the 10-year treasury. it is at 3.66% down 2.8 basis points. a new york city law school under fire for allowing this inflammatory graduation speech. roll it. >> israel continues to in discriminately reign bullets and bombs on worshipers murdering the old and young and the law is a manifestation of white supremacy that continues to oppress and suppress people in this nation around the world. lauren: she spoke for 13 minutes she ripped the nypd. she ripped the military. she ripped capitalism. she got applause. the school is now calling it hate speech but that didn't seem to be their initial reaction. >> i think it is claiming that the final version deferred slightly from the original version that was handed to them, but all you have to do is watch the video and see these lunatics clapping their hands, standing for her, cheering her on, when she's spouting these hateful disgusting words. lauren: enough. fox & friends weekend host will cain joins me now. look, will. you went to law
it is up as well, so is microsoft hanging on by two pennies, alphabet and amazon are lower. show me the 10-year treasury. it is at 3.66% down 2.8 basis points. a new york city law school under fire for allowing this inflammatory graduation speech. roll it. >> israel continues to in discriminately reign bullets and bombs on worshipers murdering the old and young and the law is a manifestation of white supremacy that continues to oppress and suppress people in this nation around the world....
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May 17, 2023
05/23
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amazon, meta, microsoft up, alphabet, apple ever so slightly down. the 10 year treasury yield coming in at 3.55%. that's the markets. now this. when does a politician become a liability?
amazon, meta, microsoft up, alphabet, apple ever so slightly down. the 10 year treasury yield coming in at 3.55%. that's the markets. now this. when does a politician become a liability?
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and amazon up, well, amazon and alphabet is up 1% but amazon is up slightly but apple and meta and microsoft down ever so slightly. take a look at the 10-year treasury. it was up more than 5 basis points earlier and that's where it's up, up 5.5 basis points. the yield on the 10-year right around 3.5%. all right, next case, warren buffett says it has been an incredible period for the economy, but, it's coming to an end. that's the bad news. steve forbes joins us this morning. good morning to you, steve. >> good morning. ashley: would you agree with mr. buffett's summation? >> yes, because he's dealing with the real-world including having a real thumb on what's happening in the economy in terms of things that are going on, and so he pointed out that earnings are going to be coming down and he's absolutely right. i'm surprised the market has held up as well as it should, but in the real-world, things are going to be slowing even more, despite the happy talk from the biden white house. ashley: so does that mean a recession? well who knows how the economic theologians will define the economic act
and amazon up, well, amazon and alphabet is up 1% but amazon is up slightly but apple and meta and microsoft down ever so slightly. take a look at the 10-year treasury. it was up more than 5 basis points earlier and that's where it's up, up 5.5 basis points. the yield on the 10-year right around 3.5%. all right, next case, warren buffett says it has been an incredible period for the economy, but, it's coming to an end. that's the bad news. steve forbes joins us this morning. good morning to...
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it's the apple and microsoft of the world. >> [opening bell ringing] >> those are attracting the money and that's where you want to be as an investor. ashley: great stuff, keith. thank you for joining us. we are off and running and they are smiling and clapping and there goes the confetti monday morning off and running on may 8 let's take a look at the big board, just getting underway. the dow up about 63 points, talking of disney, up leading the way followed by caterpillar and chevron on the other end, apple, intel and verizon, on the downside, but we are just starting the day. haven't even brought a breath yet. let's take a look at the s&p also up about a tenth of a percent, up 41.40 let's take a look at the nasdaq, which has been the only one on the negative and that too we'll call it essentially flat, down .06%. let's take a look at the big tech numbers which we like to do they are all moving lower but slightly lower. meta is down almost 1%, but alphabet down just about two- tenths of a percent, all just down very slightly. all right, marvel's third guardians of galaxy film kicked
it's the apple and microsoft of the world. >> [opening bell ringing] >> those are attracting the money and that's where you want to be as an investor. ashley: great stuff, keith. thank you for joining us. we are off and running and they are smiling and clapping and there goes the confetti monday morning off and running on may 8 let's take a look at the big board, just getting underway. the dow up about 63 points, talking of disney, up leading the way followed by caterpillar and...
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May 30, 2023
05/23
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trillion dollars, before the magic level cdiv 862 officially be the fifth, $1 trillion stock, apple, microsoft, meta-in the top 5 but speaking of hard-core, we were show you elon musk working in china, nvidia getting a rockstar reception in taiwan, warning new graduates the we are only in the early innings of artificial intelligence and if you want a job you better have something to do with ai. lauren: every kid debating their major is thinking about the decision, to see if it will still exist in the form they think it will. susan: streamers, content providers, if you' re in a creative field, maybe you get to -- it they just announced the fifth installation, netflix is soaring on the back of global capital raised last week but also cracking down on password sharing, and in the same household, the same account. coin base getting an upgrade from atlantic equities, lifting stock, this might be some value here. lauren: thank you. still had, governor ron desantis says woke initiatives in the military are the reason we are having problems recruiting soldiers. >> the military that i see is different
trillion dollars, before the magic level cdiv 862 officially be the fifth, $1 trillion stock, apple, microsoft, meta-in the top 5 but speaking of hard-core, we were show you elon musk working in china, nvidia getting a rockstar reception in taiwan, warning new graduates the we are only in the early innings of artificial intelligence and if you want a job you better have something to do with ai. lauren: every kid debating their major is thinking about the decision, to see if it will still exist...
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kamala harris will meet with four ceos from leading companies including microsoft, google, open ai. they share this context saying we must place people and communities at the center by support in response. novation that serves the public good. company several responsibly to make sure products are safe before they are deployed or made public. they are racing to one up each other and they question how substantive this meeting will be. >> it seems to me nothing more than a pr stunt. everyone's eyes are on this issue. seems the emerging policy frontier, this is a high-stakes issue to be rolling the dice on a pr effort. there's a ton of things to consider when it comes to not only electoral consequences but daily news coverage. >> reporter: the white house announced one hundred $4 million in funding to launch seven national ai institutes and publicly assessing existing ai systems. this comes as daily warnings are racking up from the dangers of ai, and just a few years from human level cognitive ability, i'm sharing a wild example, researchers are developing ai program that translates bra
kamala harris will meet with four ceos from leading companies including microsoft, google, open ai. they share this context saying we must place people and communities at the center by support in response. novation that serves the public good. company several responsibly to make sure products are safe before they are deployed or made public. they are racing to one up each other and they question how substantive this meeting will be. >> it seems to me nothing more than a pr stunt....
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turn the business over to government bureaucrats, because bureaucrats do not make good innovators that microsoft, google and the others, compete to develop the best products and ai is dominated by america, kept we keep it that way. the second hour of varney & company is coming up. and i'm just warming up. stuart: fortunately liz peek is with us this morning i think i have a rather fishy and facetious question to start with. liz: chopper. stuart: what is a by vice president know about artificial intelligence. liz: have a safe probably not very much it but neither does the joe biden or congressman often interrogating protect new rules about this new technology. look, this is an important thing and turn it over to kamala harris honestly makes me laugh but your point about kamala harris being a lifeline for joe biden, isn't it ironic having the first the biggest mistake joe biden made, running for office was emanating kamala harris to be his vice president because right now cover the entire country will be looking at his vp is a he may not make it as nikki haley say said the next four years we might
turn the business over to government bureaucrats, because bureaucrats do not make good innovators that microsoft, google and the others, compete to develop the best products and ai is dominated by america, kept we keep it that way. the second hour of varney & company is coming up. and i'm just warming up. stuart: fortunately liz peek is with us this morning i think i have a rather fishy and facetious question to start with. liz: chopper. stuart: what is a by vice president know about...
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big tech doesn't like that much and we've got apple and microsoft barely changed. the rest went down. all right first republic, what more do we have on them, lauren? lauren: jamie dimon says they were invited to this deal for first republic so and they also predict that "the situation" is nothing like 2008- 2009 and the banks are very very stable, so he's echo ing what treasury secretary janet yellen and the other regulators have said. you can see jpmorgan chase leading the dow up 3% as we speak and some weakness in some of the regionals, posing the question. is this interest rate risk, most people would say yes, or is it credit risk? and this interest rate risk become credit risk, i think that now will be the worry for the market as we move closer to that potentially being a problem. stuart: but as we said earlier, big banks are getting bigger and their stock price up. regional banks shrinking a little, their stock price a little bit lower. that's where we are. okay. here we go. norwegian cruise lines. i know they reported before the bell. actually i'm interested
big tech doesn't like that much and we've got apple and microsoft barely changed. the rest went down. all right first republic, what more do we have on them, lauren? lauren: jamie dimon says they were invited to this deal for first republic so and they also predict that "the situation" is nothing like 2008- 2009 and the banks are very very stable, so he's echo ing what treasury secretary janet yellen and the other regulators have said. you can see jpmorgan chase leading the dow up 3%...