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Mar 12, 2024
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the question is how much does softbank need the liquidity today? i would wait to see and you can buy the dip. >> only do we draw the attention to quick service restaurants and chips. thank you, ben. >>> we have the one word every investor needs to know coming up and the market high on our next guest's radar and the policy decision that can propel it to new heights. >>> if you miss us, catch "worldwide exchange" on your favorite podcast app. more "worldwide exchange" coming up after this. at morgan stanley, old school hard work meets bold new thinking. to help you see untapped possibilities and relentlessly work with you to make them real. >>> welcome back. today is equal pay day. the day that symbolizing how much women have to work compared to men in the previous year. 81.6 cents on the dollar average in 2023. that amounts to a difference of $10,000 a year and $500,000 throughout the career of a woman. the gaps are bigger for women of color. the gender pay gap is closing slowly from 82.1 cents a decade ago. >>> it is now time for the "wex wrap-up."
the question is how much does softbank need the liquidity today? i would wait to see and you can buy the dip. >> only do we draw the attention to quick service restaurants and chips. thank you, ben. >>> we have the one word every investor needs to know coming up and the market high on our next guest's radar and the policy decision that can propel it to new heights. >>> if you miss us, catch "worldwide exchange" on your favorite podcast app. more "worldwide...
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Mar 12, 2024
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now, i talked earlier about softbank, which has the biggest stake. the biggest wild card. let's talk about the other investors and why they could potentially have reason to sell. for them, it could be a question of rotation. oh do you lock in arm's gains? this is a stock that has more than doubled, do you take those gains and put them two other semis? these are the picks and shovels of the ai era, so do you look elsewhere? arm's forward price-to-earnings ratio, consider this, it is more than triple that of nvidia's. that is a massive premium. brian, as you know, investors can't get enough of nvidia. there is an etf that gives investors two times the daily return of nvidia, and it has just gone parabolic. ticker mvdl has grown to nearly triple this year, up another 10% today. it's a lot of risk to take on, but a lot of upside, as well, if nvidia is going one way, which as we know it has been for some time now. but arm's insiders, some of the biggest stake holders that couldn't sell until today, they may be more strategic, thus they may have more reaso
now, i talked earlier about softbank, which has the biggest stake. the biggest wild card. let's talk about the other investors and why they could potentially have reason to sell. for them, it could be a question of rotation. oh do you lock in arm's gains? this is a stock that has more than doubled, do you take those gains and put them two other semis? these are the picks and shovels of the ai era, so do you look elsewhere? arm's forward price-to-earnings ratio, consider this, it is more than...
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Mar 26, 2024
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possibly to wall street, to softbank but you know where he can still spin a very compelling story, isilicon valley the cult of the founder still alive and well we talk about who provides money. look at that company, flow andreessen horowitz wrote its biggest check ever, $350 million. so there are those out there, particularly in tech and vc, that might sign on for a ride again. >> gosh. there we go. i'll take another two-year break, i'll come back and let's see where the story is then. dee, great stuff thank you. still to come, carnival cruises and gamestop getting ready to report we've got the action inhestory and the trade into t prt. earnings exchange is next. [♪♪] your skin is ever-changing, take care of it with gold bond's age renew formulations of 7 moisturizers and 3 vitamins. for all your skins, gold bond. when i was your age, we never had anything like this. of 7 moisturizers anwhat? wifi?s. wifi that works all over the house, even the basement. the basement. so i can finally throw that party... and invite shannon barnes. dream do come true. xfinity gives you reliable wifi wi
possibly to wall street, to softbank but you know where he can still spin a very compelling story, isilicon valley the cult of the founder still alive and well we talk about who provides money. look at that company, flow andreessen horowitz wrote its biggest check ever, $350 million. so there are those out there, particularly in tech and vc, that might sign on for a ride again. >> gosh. there we go. i'll take another two-year break, i'll come back and let's see where the story is then....
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Mar 11, 2024
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seeing the drop coming across sk hynix, softbank seeing quite a bit of weakness.rack the wall street session because we had a decline coming through for nvidia, down around 5.6% to the friday close. a little bit of profit taking because you had a big run-up over the past five sessions, you were still up 10%, and when you take a look at the gains over the past year you are looking at upside of 280%. there is a key investor that is missed out on that and that is that they would because she sold nvidia holdings ahead of the giant rally. we ask the art investment etf ceo whether she regrets that decision. >> we rode it most of the way up, but i will tell you what we did. as a portfolio manager, it is not one action, what it causes in terms of another action. last year we sold in the flagship nvidia and put it into coinbase. coinbase is up at least as much as nvidia, and it is much less well understood. the whole crypto asset movement, bitcoin is a new asset class, is not well understood or completely accepted, so we prefer to go where others are not traveling as much,
seeing the drop coming across sk hynix, softbank seeing quite a bit of weakness.rack the wall street session because we had a decline coming through for nvidia, down around 5.6% to the friday close. a little bit of profit taking because you had a big run-up over the past five sessions, you were still up 10%, and when you take a look at the gains over the past year you are looking at upside of 280%. there is a key investor that is missed out on that and that is that they would because she sold...
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Mar 10, 2024
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it acquired one of softbank's vc units with a portfolio that spans asia.founder and chairman at the edgeof. he previously held executive positions at softbank, reporting directly to masayoshi son. it was started nearly a year ago today. what have you been doing and what are some of the highlights you can share over the past 12 months? >> thank you for having me, first of all. we are excited because we formed edgeof to establish a startup ecosystem. each country has a very good ecosystem but they are not connected because each country has a different stage and different culture and economy stage. i think now, it's good timing to connate fragmented market -- connect fragmented markets into one. we have a number of startups on the pan asia basis. i think they are quite unusual numbers. our intention is to create a pan asia system and support the asia start to expand in asia, and global startups to come to asia to expand the business. that is the intention we have. annabelle: what sort of startups are you focusing on in particular here? when you say you are tr
it acquired one of softbank's vc units with a portfolio that spans asia.founder and chairman at the edgeof. he previously held executive positions at softbank, reporting directly to masayoshi son. it was started nearly a year ago today. what have you been doing and what are some of the highlights you can share over the past 12 months? >> thank you for having me, first of all. we are excited because we formed edgeof to establish a startup ecosystem. each country has a very good ecosystem...
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Mar 12, 2024
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last night coda reported that softbank has agreed to give salary increases of 5.5% on average to itshich is a new record. we are seeing a lot of anecdotal evidence pointing to strong wage increases this year. haidi: there is a lot more data that will be available before the april meeting. what are the expectations in terms of a move this month or next month? is their argument that if the market is prepared for it, maybe that is the window they want to take provided the wage numbers come in as expected or better? >> that is right. it is true that in april there will be a lot more data to look at. there will be a meeting of regional managers around the country who can update the policy board on conditions in local economies. there will also be a boj survey that will come out before the april meeting. however, the window is wide open and if wage increases this year exceed those last year -- last year the highest in decades -- and it looks like they will be even bigger this year. if that is the case, i think the boj will have to say the window is wide open. sees the opportunity -- seize
last night coda reported that softbank has agreed to give salary increases of 5.5% on average to itshich is a new record. we are seeing a lot of anecdotal evidence pointing to strong wage increases this year. haidi: there is a lot more data that will be available before the april meeting. what are the expectations in terms of a move this month or next month? is their argument that if the market is prepared for it, maybe that is the window they want to take provided the wage numbers come in as...
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Mar 20, 2024
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enormous sum of money that dwarfs even the largest us funds, and would be second globally only to japan's softbankommentator and technology author stephanie harejoins me now. one stephanie harejoins me now. day ahead of ai dect a one day ahead of ai decoded, to get a double serving this week, stephanie. tell us about this, how significant is it, a saudi entrance into the market. it significant is it, a saudi entrance into the market.— significant is it, a saudi entrance into the market. it depends if they actuall do into the market. it depends if they actually do it- _ into the market. it depends if they actually do it. if— into the market. it depends if they actually do it. if they _ into the market. it depends if they actually do it. if they come - into the market. it depends if they actually do it. if they come up - into the market. it depends if theyi actually do it. if they come up with this money, we're talking again $40 billion, it would be in the second half of this year, so it could change their plans, this isjust half of this year, so it could change their plans, this is just a story tha
enormous sum of money that dwarfs even the largest us funds, and would be second globally only to japan's softbankommentator and technology author stephanie harejoins me now. one stephanie harejoins me now. day ahead of ai dect a one day ahead of ai decoded, to get a double serving this week, stephanie. tell us about this, how significant is it, a saudi entrance into the market. it significant is it, a saudi entrance into the market.— significant is it, a saudi entrance into the market. it...
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Mar 28, 2024
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hyundai bought that from softbank it is not worth 600. this whole a.i.vel four, it will consume more electricity to support the compute of that level for autonomy than the drive train. that's a non starter i look at this and say there are fundamental flaws and it is overvalued >> tom, he answered a couple of points he worked in the battery industry i know you are bullish, tom, but when it comes to self driving, have we seen other difficulties? some got out of the space with the trouble executing. >> i want to say energy storage and tesla is making more profit on that business than they are on the car business. i went to the facility a few weeks ago and saw it and met with the utilities who suggest the growth there on fsd, it is difficult to do this that's why a lot of companies are pulling out of it, fsd, i want to correct the speaker, it is not level four. it is level two plus the 80% driving on highways. tesla is the only automated lane changing and exits for you the concern is the accidents on small roads. that is where you and i can take the car over
hyundai bought that from softbank it is not worth 600. this whole a.i.vel four, it will consume more electricity to support the compute of that level for autonomy than the drive train. that's a non starter i look at this and say there are fundamental flaws and it is overvalued >> tom, he answered a couple of points he worked in the battery industry i know you are bullish, tom, but when it comes to self driving, have we seen other difficulties? some got out of the space with the trouble...
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Mar 14, 2024
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ed: in the news, softbank is wearing a potential investment in one of europe's hottest ai companies. tech tribe has expressed interest the next time it raises funds. any dealer could potentially value mistral. -- will enable in the u.k. to send money to their bank accounts. it will help cut costs and longer-term the product will help you create a stronger alternative to the payment giants's networks. amazon has pledged to make fixes to its advertising after charging merchants -- the problem came to let when he was being charged thousands of dollars to advertise merchandise in california even though he stopped selling those products. after bloomberg described the business owner's expense, the company acknowledged he paid for misdirected advertisements and it was working to fix the problem. caroline: -- let's go to okay name. uipath are trading lower after first quarter revenue outlook seemed to come short of some expectations on the street. the company reported fourth-quarter results that beat those expectations. it has received several upgrades on the back of the result. let's dig in
ed: in the news, softbank is wearing a potential investment in one of europe's hottest ai companies. tech tribe has expressed interest the next time it raises funds. any dealer could potentially value mistral. -- will enable in the u.k. to send money to their bank accounts. it will help cut costs and longer-term the product will help you create a stronger alternative to the payment giants's networks. amazon has pledged to make fixes to its advertising after charging merchants -- the problem...
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Mar 1, 2024
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the round is led by softbank. that is a nice valuation. money is thrown at a.i.ompanies left, right and center. is it indiscriminate? >> i don't know if itd indiscriminate. we have top tier investors joining us on the journey. when you think about building full stack chips, there are only a couple in the world today, and we have one which we announced this week. the ability to do it properly with the enterprises and put it into production is significant. it is not something to do to continue to do over and over a good number of years. for that, you need longstanding investors and people to back you. >> i wonder whether the big guys and hyper scalers, microsoft for example and openai with the profitable investment and taking a stake in the french company mistral. will they buy everything? all the startups or can the startups exist? >> i think it will stratisfy. we announced 1.3 trillion model this week which includes mistral. you have models for individual use. we created it to include the startups within the models. i think you will have this building of innovati
the round is led by softbank. that is a nice valuation. money is thrown at a.i.ompanies left, right and center. is it indiscriminate? >> i don't know if itd indiscriminate. we have top tier investors joining us on the journey. when you think about building full stack chips, there are only a couple in the world today, and we have one which we announced this week. the ability to do it properly with the enterprises and put it into production is significant. it is not something to do to...
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Mar 12, 2024
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softbank came out the other night and said it would go 5.5% on average for its employees.everything is pointing to wage gains that would surpass those we achieved a here we go and a year ago that was already the biggest weight gain in decades. so it is looking pretty good on the wage front. haidi: 3% is the magic number we are hearing being bandied about as being enough. is there an assumption that the results will be solid enough to end that negative rate? brian: so that is the key point there, that threshold. i think if we get anything above 4%, it's kind of a strong signal to the boj to move ahead on rates, ending the negative rate. if it is around the 3.8% range, that might be a little bit disappointing after all the talk and all the sort of speculation we have had in recent weeks. so, yeah, that's a big number. also remember, even after that three-point & that was the official tally a year ago, that came down a year later as the results of smaller companies which, little bit late, those were factored in. smaller companies have less capacity to raise wages. so really,
softbank came out the other night and said it would go 5.5% on average for its employees.everything is pointing to wage gains that would surpass those we achieved a here we go and a year ago that was already the biggest weight gain in decades. so it is looking pretty good on the wage front. haidi: 3% is the magic number we are hearing being bandied about as being enough. is there an assumption that the results will be solid enough to end that negative rate? brian: so that is the key point...
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Mar 12, 2024
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obviously it's a great win for softbank, certainly given where the thing went public and the gain theyve right now. i think their frustration to a certain point is their own stock price doesn't really reflect the underlying value as much as they might like at softbank given that enormous move in value that they have seen with their -- what, 80-something percent control of the economics there, mike. we'll see over time whether they do choose to sell any of it at least to sort of realize some of those profits. >> tesla, weakness continues. it's taken out its lows for the year-to-date, once again getting into the 173 range. going to take you back to levels last seen in may of '23. a few things going on. musk is expected to visit the berlin giga factory possibly tomorrow where the arson attack took place. morgan stanley's adam jonas talking about how the correlation between the share price and bitcoin has broken. and then deutsche bank yesterday saying they expect deliveries to miss this year by a pretty wide margin, even as they're trying to catch up to this slowing demand with price cuts
obviously it's a great win for softbank, certainly given where the thing went public and the gain theyve right now. i think their frustration to a certain point is their own stock price doesn't really reflect the underlying value as much as they might like at softbank given that enormous move in value that they have seen with their -- what, 80-something percent control of the economics there, mike. we'll see over time whether they do choose to sell any of it at least to sort of realize some of...
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Mar 15, 2024
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there's everyone from code 2 and tiger and softbank to some of the most prestigious venture capital firmsvaluation are they going to take to save the thing. are they going to put their trust in a mnuchin consortium rebuild the app if that is even possible. a lot of questions here and you've covered chinese companies like alibaba, di dishgs in the past and you see that chinese care a lot about face. i think they might rather see tiktok fail than hand it over to an american group. >> yeah. one of their most successful companies. >> bytedance you could argue is the most successful in terms of the value it's created and the advances it's made in an area where the chinese have not been considered sort of a head of the -- ahead of the u.s. in the very least. the algorithm has been the key to its success. >> it's not clear that it's going to go through the senate. >> if we ban tiktok here, there's implications for other companies. a few years ago when we were talking about this in 2020 tiktok was the company. the first chinese company to really make inroads into the american market. now we have
there's everyone from code 2 and tiger and softbank to some of the most prestigious venture capital firmsvaluation are they going to take to save the thing. are they going to put their trust in a mnuchin consortium rebuild the app if that is even possible. a lot of questions here and you've covered chinese companies like alibaba, di dishgs in the past and you see that chinese care a lot about face. i think they might rather see tiktok fail than hand it over to an american group. >> yeah....