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Apr 30, 2024
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some of the other companies are getting the benefit of the doubt bsh. >> but broadcom and marvell are actually benefiting in the near term. broadcom has the collaboration with google, so there's that difference, which is why they're seeing a lot of bigger upside right now versus amd that is still exposed to the cyclical nature. >> they need to talk about a.i. like 3,000 times on the call. >> there's a.i. fatigue to a certain point now. some investors, we're not seeing the monetization. this goes into greater tech as a whole. there's only so much you can say a.i. and say it will bring in revenues and then it doesn't. >> you still, steph, prefer the broadcoms and the lams to the amds? >> i trimmed both a couple weeks ago. i would buy lam research right back. after the quarter last week, they raised wafer fab equipment, gross margins are structurally higher so they're much more profitable and i think they do have an a.i. component to it. we talked about memory needing six times a.i. being memory -- you need six times as much memory for a.i., so -- and this is a memory player. so, to me,
some of the other companies are getting the benefit of the doubt bsh. >> but broadcom and marvell are actually benefiting in the near term. broadcom has the collaboration with google, so there's that difference, which is why they're seeing a lot of bigger upside right now versus amd that is still exposed to the cyclical nature. >> they need to talk about a.i. like 3,000 times on the call. >> there's a.i. fatigue to a certain point now. some investors, we're not seeing the...
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Apr 10, 2024
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. >> broadcom, added to ubs' top picks list. >> it's a core holding in terms of generative a.i. and tsm is telegraphing an environment we're seeing the recovery coming out of covid for smart phones, for laptops, from other areas. that bodes well for broadcom. >> it also benefits from a.i., too. >> of course, and why i believe it's a core holding. other areas of the business are rising. >> so disney reiterated buy. i'm sure you appreciate the support of the company as you articulated through general motors. you can reach out in your spare time. what do you think? >> thank you for your support but i like the call. what's important to note the current multiple, you expect outperformance. the proxy battle is behind us. as i've been saying the biggest lever is disney plus, the earnings we'll start getting in less than six months come in bigger than expected. >> service now, 900 from 885 at jefferies. reiterated buy, joe? >> jimmy, you like a trailing profit margin? >> i do. pretty good for gm, wouldn't it? delivering growth -- >> tell me more. >> they're part of the a.i. story as it
. >> broadcom, added to ubs' top picks list. >> it's a core holding in terms of generative a.i. and tsm is telegraphing an environment we're seeing the recovery coming out of covid for smart phones, for laptops, from other areas. that bodes well for broadcom. >> it also benefits from a.i., too. >> of course, and why i believe it's a core holding. other areas of the business are rising. >> so disney reiterated buy. i'm sure you appreciate the support of the company...
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Apr 9, 2024
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halo from cadence design to amd to broadcom that have trended lower. and if that continues, if cpi comes in investors' way tomorrow, if that continues, it's not going to matter. we have to see that little consolidation correction period for these stocks recover and rebound. that matters most. >> no room, steph, for a hot cpi and how yields have backed up? the recent trend has been a little bit of a backup. we're dealing with what seemed to be a little more hawkish tilt on the fed. what's at stake? >> i think consensus is one to two cuts between now and the end of the year. a hot number tomorrow, you're talking zero cuts and maybe even introducing a hike. depending on how hot it is. i think, though, the headline is going to be hot because of energy and commodity prices. so that i'm bracing for a hotter number. i think the core will be okay. joe mentioned new tenant rents. i think we'll see a 3.6, 3.7 number. we're down from 9% headline inflation. we are making progress, just not fast enough. >> are we buy nar for the market if it's too hot? does that me
halo from cadence design to amd to broadcom that have trended lower. and if that continues, if cpi comes in investors' way tomorrow, if that continues, it's not going to matter. we have to see that little consolidation correction period for these stocks recover and rebound. that matters most. >> no room, steph, for a hot cpi and how yields have backed up? the recent trend has been a little bit of a backup. we're dealing with what seemed to be a little more hawkish tilt on the fed. what's...
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Apr 18, 2024
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so to not prune the likes of broadcom and nvidia and micron and amd, that's crazy.harles: right. >> yeah we definitely pruned because we also want to reduce my value at risk in the portfolio. i want a little lower volatility, sleep a little better, raise my dividend level in the portfolio. there are plenty of choices out there and there still are. charles: coming into the year, you gave us the roadmap. you said the first quarter would be strong. you said we'll have a pullback. you've gone far. that was precise but you really want to set the record for the most precise ever. you are saying this bottom is going to happen. you gave as you date on the map, memorial day. >> well i said we would peak in the first quarter. we would have a for to eight week selloff that is less than 10%. we bottom before memorial day. they were we make new highs by labor day. charles: what i mean, most analysts would come on say, we're buying somewhere between mother's day or malcolm x day then maybe memorial day. you pinpointed memorial day. my man. i love it. you have a lot of heart there
so to not prune the likes of broadcom and nvidia and micron and amd, that's crazy.harles: right. >> yeah we definitely pruned because we also want to reduce my value at risk in the portfolio. i want a little lower volatility, sleep a little better, raise my dividend level in the portfolio. there are plenty of choices out there and there still are. charles: coming into the year, you gave us the roadmap. you said the first quarter would be strong. you said we'll have a pullback. you've gone...
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Apr 9, 2024
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broadcom, jpmorgan discovered there was -- a story i broke last week. i would buy arm on this on the cloud talk. i would buy arm because they're in microsoft and in aws. that is big -- that's a big take. now you try to be who to take it from? possible from amd? i think they take everything from pad, intel. >> a shared owner. >> yeah. i was confused about the commerce secretary. obviously is an american gem. they also had $8 billion in overruns. you want to make sure they can repay the u.s. >> meantime, some of the other google headlines today talk about expanded partnerships with crowd and palo alto. >> crowd is amazing. there's one where they really are trying to -- palo alto does on prem and also the cloud -- look at the lineup. finding out about ulta versus sephora. >> that survey is so big. kurtz is fantastic and is very critical of microsoft's so-called security. i haven't put microsoft on after kurtz savaged them. you can't savage anybody. come on. this is cnbc. >> alphabet shares recovered from that brief but fairly significant decline when we di
broadcom, jpmorgan discovered there was -- a story i broke last week. i would buy arm on this on the cloud talk. i would buy arm because they're in microsoft and in aws. that is big -- that's a big take. now you try to be who to take it from? possible from amd? i think they take everything from pad, intel. >> a shared owner. >> yeah. i was confused about the commerce secretary. obviously is an american gem. they also had $8 billion in overruns. you want to make sure they can repay...
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Apr 25, 2024
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generative artificial intelligence what's bad for the meta goose, though, is good for the nvidia and broadcom gander, which is up 29 points and 37 points respectively as they're going to get a huge chunk of capital expenditure budget i still believe in meta, more on that later in the end this decline was all about a slowing economy mixed with persistent inflation which drove up bond yields and brought sellers out throughout the day who can win in this environment? are we done? we just fold up shop no we just have to work harder. let's look at today's sparse winners. first, two of them right in our faces. let's talk about microsoft and alphabet, both of which are flying in after-hours trading. microsoft beat the estimates for every major line item with 17% revenue growth, which is incredible 20% earnings growth. that's looking growth. their azure cloud business growing nicely again much better than expected. ♪ hallelujah ♪ their integration of artificial intelligence seems to be helping them sell enterprise software, which is microsoft's bread and butter these ai workloads are incredibly stron
generative artificial intelligence what's bad for the meta goose, though, is good for the nvidia and broadcom gander, which is up 29 points and 37 points respectively as they're going to get a huge chunk of capital expenditure budget i still believe in meta, more on that later in the end this decline was all about a slowing economy mixed with persistent inflation which drove up bond yields and brought sellers out throughout the day who can win in this environment? are we done? we just fold up...
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Apr 11, 2024
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gill luria. >> it's amazon, apple, nvidia and broadcom helping the nasdaq out perform right now. wall street calls on the other mag seven names including a price target increase for nvidia, plus an exclusive with the head of the imf, when she believes central banks around the world should begin cutting interest rates. we're back in 2 minutes. from pep in their step to shine in their coats, when people switch their dog's food to the farmer's dog, the effects can seem like magic. but there's no magic involved. (dog bark) it's just smarter, healthier pet food. it's amazing what real food can do. investment professionals know the importance of keeping their clients on track. sometimes they need help cutting through the noise, to ensure fresh investment ideas keep flowing, and to analyze the market from every angle. at allspring, we deliver the unexpected, by relentlessly exploring where others don't. allspring, follow the insight. >>> welcome back to "squawk on the street." we have a lot of analyst calls on the mag seven to keep an eye on including a big price target increase for, wh
gill luria. >> it's amazon, apple, nvidia and broadcom helping the nasdaq out perform right now. wall street calls on the other mag seven names including a price target increase for nvidia, plus an exclusive with the head of the imf, when she believes central banks around the world should begin cutting interest rates. we're back in 2 minutes. from pep in their step to shine in their coats, when people switch their dog's food to the farmer's dog, the effects can seem like magic. but...
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Apr 18, 2024
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nvidia is using tsmc, but amd and marvell and broadcom are all customers. as they grow, tsmc is a beneficiary and what they said on the call is we see a lot more revenue from a.i. content than server content because all of those a.i. semiconductor makers are our customers. >> looking at shares of taiwan semiconductor up 1% right now. the company focuses on three n nanometer chips. they are looking to two n nano nanometer chips. >> they are the leader in five and four nanometer now the leader in three nanometer. they look to be the leader in two nanometer. i don't see a threat to tsmc on the advanced semiconductor side until potentially intel comes out with 14a which they said will be has production in 2028 for tsmc, that gives them a monopoly it boosts their margins. they said two nanometer will get them better pricing and margin >> tsmc is the beneficiary of the chips act funding. thank you very much. >>> and why some lawmakers are hesitant to sign off and this sector set to be impacted if they do. that's coming up your skin is ever-changing, take care of
nvidia is using tsmc, but amd and marvell and broadcom are all customers. as they grow, tsmc is a beneficiary and what they said on the call is we see a lot more revenue from a.i. content than server content because all of those a.i. semiconductor makers are our customers. >> looking at shares of taiwan semiconductor up 1% right now. the company focuses on three n nanometer chips. they are looking to two n nano nanometer chips. >> they are the leader in five and four nanometer now...
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Apr 10, 2024
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there also getting into broadcom and networking. and you are paying for that most expensive stuff. >> there are some specific names that are interesting. a story you've been writing. they are bringing in next gen and tia chip. they want to deploy for their own training and influence purposes preyed what you make of it? >> this is them joining that long list or lengthening list of these companies saying i can do this better in terms of what i can do. that's the problem isn't it. they do not want to be paying massive premiums they are paying to nvidia. when it comes to general-purpose processor like this one perhaps we can do it better than intel. caroline: isn't it caroline: fascinating that we see this caroline: the day after the cloud event from alphabet where there is this ongoing tension of these big providers of cloud but also runners of ai and builders of large language models wanting to depend on nvidia. is this the relationship that can continue? >> it's been going on for years. aws is really shown we've got the size to make
there also getting into broadcom and networking. and you are paying for that most expensive stuff. >> there are some specific names that are interesting. a story you've been writing. they are bringing in next gen and tia chip. they want to deploy for their own training and influence purposes preyed what you make of it? >> this is them joining that long list or lengthening list of these companies saying i can do this better in terms of what i can do. that's the problem isn't it. they...
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Apr 9, 2024
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enterprise-generative ai markets pit coming on the same day as google's announcements and teaming up with broadcomlease of new ai hardware to compete with nvidia. nvidia under pressure today. this is "bloomberg technology." ♪ en up my diploma from southern new hampshire university. ♪ ♪ - i'm nervous, i'm excited. ♪ ♪ - [man] okay, let's see it. let's see it. - oh my gosh. - jesus suarez, i did it and it's here. (group cheers) ♪ ♪ - [narrator] next term starts soon. visit snhu.edu. visit snhu.edu. wealth-changing question -- are you keeping as much of your investment gains as possible? high taxes can erode returns quickly, so you need a tax-optimized portfolio. at creative planning, our money managers and specialists work together to make sure your portfolio and wealth are managed in a tax-efficient manner. it's what you keep that really matters. why not give your wealth a second look? book your free meeting today at creativeplanning.com. creative planning -- a richer way to wealth. caroline: this is "bloomberg technology." you are looking at a live shot of the principal room. tune into "bloomberg
enterprise-generative ai markets pit coming on the same day as google's announcements and teaming up with broadcomlease of new ai hardware to compete with nvidia. nvidia under pressure today. this is "bloomberg technology." ♪ en up my diploma from southern new hampshire university. ♪ ♪ - i'm nervous, i'm excited. ♪ ♪ - [man] okay, let's see it. let's see it. - oh my gosh. - jesus suarez, i did it and it's here. (group cheers) ♪ ♪ - [narrator] next term starts soon. visit...
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Apr 12, 2024
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lam, broadcom, we're talking 70% gains. you don't want to look at those? okay. look at the cathie wood type names in the ark. robinhood is up more than 100%. block almost 100%. crisper up 60. is it on to something? >> when you put those names into the conversation, it's crazy to think these companies can have this type of return without any earnings to justify it. and if we look back to the october 27 low, the market is up so much in five months. we don't get periods like this without a pullback, without exhaustion. i feel like the narrative that markets are frothy, they're bubbly, is 100% spot on. you need to invest in the profitable businesses. >> the other idea of when you will get rate cuts, we're going to show you a chart which was sent out to clients today, and you can obviously see the tech basket up while the number of implied cuts goes down. tony would suggest, that's the reason you need to keep your eye on the ball and go big or go home and stay in these stocks. you could bring this chart back and say, hey, look at that. look how much mega cap stocks a
lam, broadcom, we're talking 70% gains. you don't want to look at those? okay. look at the cathie wood type names in the ark. robinhood is up more than 100%. block almost 100%. crisper up 60. is it on to something? >> when you put those names into the conversation, it's crazy to think these companies can have this type of return without any earnings to justify it. and if we look back to the october 27 low, the market is up so much in five months. we don't get periods like this without a...
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Apr 1, 2024
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marvell, broadcom.eep coming back to the fact that nvidia has this blackwell, this new iteration that jensen told me -- jensen huang -- told me that andy jassy would buy every one. zuckerberg. every one. every one. they're all -- they're not even out yet but everyone wants allocation, because these things are able to think. you could have a hundred brilliant people, and these machines are dismissive. >> they need -- those companies need this platform, right? is that the way we describe it? >> platformization. >> it's not a chip. >> it's a super computer. >> it's its own super computer? >> it's a super computer. >> it's this big? >> knows every language perfectly. >> they need them to power all these models, right? >> yes, well, that's why i said that there are -- their omniverse merged with apple's vision pro, would be the single greatest -- >> you keep talking about this. we're going to be hearing about this -- this is going to be, like, new mexico is where disney need to build the next theme park. >>
marvell, broadcom.eep coming back to the fact that nvidia has this blackwell, this new iteration that jensen told me -- jensen huang -- told me that andy jassy would buy every one. zuckerberg. every one. every one. they're all -- they're not even out yet but everyone wants allocation, because these things are able to think. you could have a hundred brilliant people, and these machines are dismissive. >> they need -- those companies need this platform, right? is that the way we describe...
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Apr 25, 2024
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>> broadcom.ho joined the board in february >> right >> hock tan. >> that's an interesting -- >> he said something interesting on the clip. energy costs speaking to ge vernova, the amount of cost of energy for the first time in years is really going much, much higher. they're going to have to -- all these companies are going to have to compromise and start using natural gas. they can't just rely on wind and solar. >> it's one thing when alphabet or microsoft or amazon, even, their capex, particularly when it comes to the spending they're doing as hyperscalers in the datacenter, because that's just money they're putting in that they immediately charge customers who are using it this is different. this is new products that conceivably are going to be based, by the way, on the incredible amount of data that this company has that is -- makes it unique in terms of the personal data it has to -- but everybody can come up with their own guess. is it going to be an a.i. agent that helps you create content
>> broadcom.ho joined the board in february >> right >> hock tan. >> that's an interesting -- >> he said something interesting on the clip. energy costs speaking to ge vernova, the amount of cost of energy for the first time in years is really going much, much higher. they're going to have to -- all these companies are going to have to compromise and start using natural gas. they can't just rely on wind and solar. >> it's one thing when alphabet or microsoft...
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Apr 22, 2024
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it's similar to what happened to broadcom.roadcom, on april -- i'm sorry, march 8 -- said the same thing. they did not preannounce. go back to that period, the unemployment number that friday, that's the first time that powell got it wrong, big wrong, and interest rates shot up. i think this move is largely interest rate-driven move. it could be reversed by earnings, but only if the ten-year stays at 4.6% or 4.7%, and i don't know if that's going to happen. >> well, okay. >> i mean, i think it's bonds. i think that we all think it's stock, but the high multiple stuff is what's going down, and that's controlled by bonds. >> you just think that as long as -- what's the level, as long as we stay above 4.5%? >> we can't go above 4.7%. if we do, every stock is going to be hurt. if you look at nvidia, that's the poster boy for the decline, and carl, nvidia is the king of a.i., so what this really is, it's a revolt against a.i., because the stocks -- amazon not being felt that badly. alphabet is not being felt that badly. none of the
it's similar to what happened to broadcom.roadcom, on april -- i'm sorry, march 8 -- said the same thing. they did not preannounce. go back to that period, the unemployment number that friday, that's the first time that powell got it wrong, big wrong, and interest rates shot up. i think this move is largely interest rate-driven move. it could be reversed by earnings, but only if the ten-year stays at 4.6% or 4.7%, and i don't know if that's going to happen. >> well, okay. >> i mean,...
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Apr 22, 2024
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year or two of what is probably a two to four-year cycle and nvidia is a topic and also a name such as broadcom and marvel and amd, and i think a number of these names benefit because they're all exposed to different parts and some are doing better on the computing side and some are doing better on the memory side and some are doing better on the networking side and all three of those sides have to essentially come together to help the cloud customers build out this infrastructure. >> are there winners, potentially, in areas that are not tied to data centers. we all hear about the data centers and that's but one area of sales opportunity for semiconductor companies. are there other areas, other companies that could see growth? >> yeah, tyler. and you might hear us talk about the three semis, clouds, car complexity and these are three places where there is a building growth in the sector so cloud computing we just discussed and i think the next interesting area is chipmaking and names such as kla, applied materials and synopsis, and i think these names are levelled to the secular growth and desi
year or two of what is probably a two to four-year cycle and nvidia is a topic and also a name such as broadcom and marvel and amd, and i think a number of these names benefit because they're all exposed to different parts and some are doing better on the computing side and some are doing better on the memory side and some are doing better on the networking side and all three of those sides have to essentially come together to help the cloud customers build out this infrastructure. >> are...
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Apr 5, 2024
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day in a month yesterday and you had a lot of big name stocks that were down like amd was down 8%, broadcom was down 3.5. kla down 3.5. intel, weiss, i know you had for a trade. you're out of it now. >> it was an initial position i looked at where i believed the foundries would start taking hold and show positive growth in the last quarter. so i bought a little bit early. clearly it was a mistake. i sold it down 10%. so that's painful. but as josh and i spoke about it on wednesday, and i thought, you know what, for a $7 billion loss in foundry, which they announced, the stock held up well, and i thought it held up too well. >> it did hold up too well. >> we had that conversation at sohn. that's where we had it. >> i have asml, plenty of tech exposure. it's not cheap. it's not even a value trap. it's nowhere near cheap. and i'm betting the ceo came in with such high hopes, such accolades and such promise and has failed on every single initiative thus far. >> that's unfair. >> what do you mean? look at the earnings disappointment. or his guidance. it's the guidance he put out there missed. >>
day in a month yesterday and you had a lot of big name stocks that were down like amd was down 8%, broadcom was down 3.5. kla down 3.5. intel, weiss, i know you had for a trade. you're out of it now. >> it was an initial position i looked at where i believed the foundries would start taking hold and show positive growth in the last quarter. so i bought a little bit early. clearly it was a mistake. i sold it down 10%. so that's painful. but as josh and i spoke about it on wednesday, and i...
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Apr 25, 2024
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and then broadcom and meta work closely together on custom networking chips and lastly, meta promisedamd's new mi-300 chip, they were discussing this at amd's last event, which is a competitor to nvidia, which could also bode well >> a lot of spending on that infrastructure >>> we'll have a lot more coverage of today's selloff ahead. let's get some show and tell, where we show you a chart and tell the story shares of southwest airlines down 9% after posting a wider than expected loss in the first quarter. ceo bob jordan saying earlier that the company has a lot of work to do to get back on track. >>> we had a strong first quarter, despite the financial results. we had record operating revenues, record passengers, record member adds but we have a number of markets in the -- across our network that are just not performing so we're taking action and further optimizing, we're cutting four cities, and we're restructuring heotr cities and taking other action. >>> welcome back to "the exchange." let's give you a market alert right now. the dow 707 points, it's come back by about half of that
and then broadcom and meta work closely together on custom networking chips and lastly, meta promisedamd's new mi-300 chip, they were discussing this at amd's last event, which is a competitor to nvidia, which could also bode well >> a lot of spending on that infrastructure >>> we'll have a lot more coverage of today's selloff ahead. let's get some show and tell, where we show you a chart and tell the story shares of southwest airlines down 9% after posting a wider than expected...
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Apr 12, 2024
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. >> carter started off, qualcomm, 59% of revenue from china or thereabouts, broadcom, marvel 48%.flashed up intel at the beginning of the story. that seems like it's light compared to all these other ones and i think they got a pass. when you saw the story, they mentioned intel and amd. these are the ones you have to be concerned with more. >> here is what's coming up next. >>> crackness in the consumer. the chart careening toward precarious levels and where it's headed next coming up. >>> plus, gold's gleaming gains. the precious metal hitting another all-time high. what's fueling the rally and how long can the good times roll? we'll shine a light on that and much more next. you're watching "fast money," live from the nasdaq marketsite in times square. in times square. we're back right after this. ♪♪ ♪♪ ♪♪ ♪ ("three little birds" by bob marley & the wailers) ♪ ♪♪ discover our newest resort sandals saint vincent and the grenadines, now open. visit sandals.com or call 1—800—sandals. >>> welcome back to "fast money." retail getting hammered again today. the etf crossing below its 10
. >> carter started off, qualcomm, 59% of revenue from china or thereabouts, broadcom, marvel 48%.flashed up intel at the beginning of the story. that seems like it's light compared to all these other ones and i think they got a pass. when you saw the story, they mentioned intel and amd. these are the ones you have to be concerned with more. >> here is what's coming up next. >>> crackness in the consumer. the chart careening toward precarious levels and where it's headed...
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Apr 12, 2024
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it is -- it has been nvidia, amd, and broadcom against everything else.y hasn't been much conviction in semis in the cyclical drivers. you look at the equal weighted semis it's done nothing for months while the market cap weighted driven by nvidia has really been the big winner. again, these stocks are momentum, they're secular growth, and to some -- and sometimes they're just kind of bau beta and when the market is down they get hit. >> seema moody, oil up, bonds up, dollar up, vix up, gold up, new record again. >> and what makes this interesting, scott, the prospect of higher interest rates does not seem to be stopping gold's rally. we're looking at the yellow metal hitting another fresh high today, trading above $2300 an ounce as investors pile in. gold, now on track for its third straight week of gains, slightly lower right now, but pimco's mohammad el arien posting central banks are looking to gold as a way to hedge against geopolitical risks. goldmanman's price target, $2700. analysts seem to think there is more room for upside here, scott, when loo
it is -- it has been nvidia, amd, and broadcom against everything else.y hasn't been much conviction in semis in the cyclical drivers. you look at the equal weighted semis it's done nothing for months while the market cap weighted driven by nvidia has really been the big winner. again, these stocks are momentum, they're secular growth, and to some -- and sometimes they're just kind of bau beta and when the market is down they get hit. >> seema moody, oil up, bonds up, dollar up, vix up,...
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Apr 11, 2024
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you have shares of chip maker broadcom, among the s&p leaders after it was named a top tactical trade. on the negative side, carmax sinking after posting a big q4 miss. we'll trade that ahead in the three-stock lunch segment of this "power lunch." that's still ahead. business. it's not a nine-to-five proposition. it's all day and into the night. it's all the things that keep this world turning. the go-tos that keep us going. the places we cheer. and check in. they all choose the advanced network solutions and round the clock partnership from comcast business. see why comcast business powers more small businesses than anyone else. get started for $49.99 a month plus ask how to get up to an $800 prepaid card. don't wait- call today. >>> welcome back to "power lunch." gold back in positive territory following the hot inflation data. the commodity is up more than 13% so far this year. here with more on the recent rally in gold, the stocks to watch, chris mancini, associate portfolio manager of the gold fund which is up nearly 10% in just the last month. chris, we're seeing noticeable outf
you have shares of chip maker broadcom, among the s&p leaders after it was named a top tactical trade. on the negative side, carmax sinking after posting a big q4 miss. we'll trade that ahead in the three-stock lunch segment of this "power lunch." that's still ahead. business. it's not a nine-to-five proposition. it's all day and into the night. it's all the things that keep this world turning. the go-tos that keep us going. the places we cheer. and check in. they all choose the...
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Apr 19, 2024
04/24
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mentioned them, but nvidia, advanced mayo devices, micron, marvell, we've got avago which, of course, is broadcom. on semiconductor, microchip, this is a mess here, a a sml, they're all a down. >> it's a total mess here, right. you know, mainly because they've been all a up. you know, make no mistake about a it, the chip traders and the breast rate traders are going te going to their safe space because they don't want to look or, but they're going to have to look. listen, we've got to go back to -- listen, there is no do you want those sectors were on fire. they're going to be good in the long term. if your not in, you're going to get a great buying opportunity. we hope it corrects more. but don't underestimate what's happening in commodities. it's unlike anything we've seen probably since the 1970s. look at aluminum, lock at copper. you know -- look at copper. look at these metals companies. this is going to be a hot sector for a long period to come. and now when we're talking about new sanctions on russian metals where the cme group can't trade with russia, they're going to crack down on that,
mentioned them, but nvidia, advanced mayo devices, micron, marvell, we've got avago which, of course, is broadcom. on semiconductor, microchip, this is a mess here, a a sml, they're all a down. >> it's a total mess here, right. you know, mainly because they've been all a up. you know, make no mistake about a it, the chip traders and the breast rate traders are going te going to their safe space because they don't want to look or, but they're going to have to look. listen, we've got to go...
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Apr 12, 2024
04/24
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if you look at intel, amd, broadcom, qualcomm, they get between 15%, half of their revenue from china. so that would be a worry p and that is a big reason. this report says that that the china would start the crackdown on intel and apd first. those stocks are down 4% today. stuart: and intel's back at a 36. not long ago it was almost 50, i think. >>> coming up, a "wall street journal" poll finds biden is losing support among black men. if biden doesn't get their full backing, he loses the election. congressman byron donalds will deal with that. >>> next we have a guest who isn't waiting for the government to fix the border. of she's taking action a herself. she'll tell us how she is securing the border. that's next. ♪ ♪ (♪) is bad debt holding you back? ♪ the only limit is the sky ♪ ♪ it's our time ♪ ♪ you don't want to miss it (just a little bit louder) ♪ ♪ it's our time ♪ ♪ you don't want to miss it ♪ ♪ it's your moment in the spotlight ♪ all your ambitions. all in one app. low fixed rates. borrow up to $100k. no fees required. sofi. get your money right®. stuart: we are 11 minutes
if you look at intel, amd, broadcom, qualcomm, they get between 15%, half of their revenue from china. so that would be a worry p and that is a big reason. this report says that that the china would start the crackdown on intel and apd first. those stocks are down 4% today. stuart: and intel's back at a 36. not long ago it was almost 50, i think. >>> coming up, a "wall street journal" poll finds biden is losing support among black men. if biden doesn't get their full backing,...
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Apr 22, 2024
04/24
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that day's shortfall from marvell along with broadcom's failure to do what super microwas supposed tocast instead of raising reviewed the cause for a brutal day for all things tech, including n nvidia. but that's wrong too. forget marvell tech. march 8th was the day we got a stellar employment report. we created 275,000 jobs. we learned the economy is much, much hotter than expected. so the fed that has no reason to cut interest rates any time soon which is why the yields shot up. for me, that's why tech peaked a month and a half ago. think about it. it just makes so much sense. so let's explain what happened with that week to put everything in context, because that's when this market changed its stripes, starting with tech. first department's nonpayroll report is the single most important report we get from anywhere. that report came out the day that nvidia peaked. the stock was up 5% in early trading and then finished down more than 5%. that is one of the ugliest island reversals i have ever seen. that's a technician's nightmare, have a gap up, a crash down. that almost always heral
that day's shortfall from marvell along with broadcom's failure to do what super microwas supposed tocast instead of raising reviewed the cause for a brutal day for all things tech, including n nvidia. but that's wrong too. forget marvell tech. march 8th was the day we got a stellar employment report. we created 275,000 jobs. we learned the economy is much, much hotter than expected. so the fed that has no reason to cut interest rates any time soon which is why the yields shot up. for me,...
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Apr 1, 2024
04/24
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to use -- i should say, nvidia's cables and would rather use ethernet cables, and that could benefit broadcome next major a.i. upgrade is expected early next year. >> kristina, appreciate that. mike, this is going to be a closely watched sector all quarter long, given what these stocks have done, and it's not just an nvidia story. >> no, not at all. every time you plausibly wonder if the market has sort of overdiscounted the fact that there's going to be this rapid you are generate buildout, you have one of these reports that says, actually, we need even more. for now, i think the market is buffered against that concern. huge question is whether there's a payoff for everybody, you know, spending all this money to build out right now. that seems like the market's treating it as tomorrow's problem. maybe we do get a splash of cold water on this in terms of the overall opportunity. but for now, as long as they're buying gear, it even goes into the power generation areas of the market. you see copper moving the way it's moving. and so, it is animating a lot of different parts of the market. >> ye
to use -- i should say, nvidia's cables and would rather use ethernet cables, and that could benefit broadcome next major a.i. upgrade is expected early next year. >> kristina, appreciate that. mike, this is going to be a closely watched sector all quarter long, given what these stocks have done, and it's not just an nvidia story. >> no, not at all. every time you plausibly wonder if the market has sort of overdiscounted the fact that there's going to be this rapid you are generate...
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Apr 30, 2024
04/24
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try a fun broadcom history report right now. >> america, you love aliens. and now you can get two roles for free. that's right. three introducing alien. take the double sided ultra on tight. just cut alien tape to size. place it where you want it, peel off the back and it bonds instantly to almost any. and when you're done, just give it a twist and it comes right off. check this out. alien tape works on glass metal ,wood, tile, carpet and so much more. it sticks instantly to almost anything alien taste, nano grip technology locks into place and holds tight. alien tape is great for a quick fix all around the house hang outdoor lights with no tools. it's perfect for installing security cameras. alien tape instantly locks down rugs and holds them in place so they don't blow away. just cut alien tape to size. peel off the back, place it where you want it. it bonds instantly and locks tight onto almost any surface. >> and when you're done, just give it a twist. >> then it comes right off. no nails or screws. you'll use it indoors, outdoors. and it even works on
try a fun broadcom history report right now. >> america, you love aliens. and now you can get two roles for free. that's right. three introducing alien. take the double sided ultra on tight. just cut alien tape to size. place it where you want it, peel off the back and it bonds instantly to almost any. and when you're done, just give it a twist and it comes right off. check this out. alien tape works on glass metal ,wood, tile, carpet and so much more. it sticks instantly to almost...
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Apr 20, 2024
04/24
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add glitter and broadcom just 1799 with free shipping. it's amazing. lower. and i am so happy i am a part of it. don't let the big one get away. >> get your glitter more today. live coverage, powerful reporting. local media is reporting explosions in the iranian city of isfahan. do know now that israel responded to iran's attack. the u.s. was not involved in any of this only on fox news channel. thanks to kat timpf area that craig and charles and myself, the great g.i. joe toledo, the entire staff at fox news the night is now on. we have a great job, though. i'm paris and we love you, america. tria l starts on monday, which is long before a lot of people thought the judge wants his good to go as fast as possible and that's for his reasonr mys not for my reas. >> and this is really concern,ss which is very simple. >> that waidump todas presidentr today. >> i'm pete hegseth in for laura ingraham, and this is a speciaingrahaml edition of thele "ingraham angle" live on a friday night from new york citfy . >> the stage is set for trump'sl hush money trial juror. o
add glitter and broadcom just 1799 with free shipping. it's amazing. lower. and i am so happy i am a part of it. don't let the big one get away. >> get your glitter more today. live coverage, powerful reporting. local media is reporting explosions in the iranian city of isfahan. do know now that israel responded to iran's attack. the u.s. was not involved in any of this only on fox news channel. thanks to kat timpf area that craig and charles and myself, the great g.i. joe toledo, the...
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Apr 20, 2024
04/24
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. >> did your tv bundle now add glitter and broadcom just 1799 with free shipping. it's amazing.wer. and i am so happy i am a part of it. don't let the big one get away. >> get your glitter more today. live coverage, powerful reporting. local media is reporting explosions in the iranian city of isfahan. do know now that israel responded to iran's attack. the u.s. was not involved in any of this only on fox news channel. thanks to kat timpf area that craig and charles and myself, the great g.i. joe toledo, the entire staff at fox news the night is now on. we have a great job, though. i'm paris and we love you, america. tria
. >> did your tv bundle now add glitter and broadcom just 1799 with free shipping. it's amazing.wer. and i am so happy i am a part of it. don't let the big one get away. >> get your glitter more today. live coverage, powerful reporting. local media is reporting explosions in the iranian city of isfahan. do know now that israel responded to iran's attack. the u.s. was not involved in any of this only on fox news channel. thanks to kat timpf area that craig and charles and myself, the...
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Apr 15, 2024
04/24
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CNBC
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today it's nvidia, microsoft, broadcom and amazon. meta is also higher.la on the other side weighing on the tech trade. take a look at treasuries. it's been a story of higher yields and continues to be so. the 10-year yield at 4.6%. the highs last october were around 5% on the 10-year. we march towards those levels. the 2-year yield almost at 5%. we have to start with oil, prices are lower despite the geopolitical fears. more on the direction of crude and what to do with that coming up. shares of goldman sachs rallying the company reporting a big beat on the top and bottom lines fueled by trading and investment banking. tesla as mentioned under pressure. the ev make making big job cuts. more on that story and tesla's future ahead on the show as well. shares of trump media plunging after the company filed to issue millions of additional shares of stock. trump media down more than 40% since its market debut. j getting breaking economic data. business inventories up 0.4% as expected. last month's read was unchanged. meantime we watch for nahb and how the hou
today it's nvidia, microsoft, broadcom and amazon. meta is also higher.la on the other side weighing on the tech trade. take a look at treasuries. it's been a story of higher yields and continues to be so. the 10-year yield at 4.6%. the highs last october were around 5% on the 10-year. we march towards those levels. the 2-year yield almost at 5%. we have to start with oil, prices are lower despite the geopolitical fears. more on the direction of crude and what to do with that coming up. shares...
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Apr 29, 2024
04/24
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other nvidia alternatives, amd, out tuesday after the bell, custom chip makers marvel and broadcom andson these ones benefit, too, because companies are looking to lessen concentration risk on nvidia and expend their supply chain. it's not all sunshine and roses outside of ai, tech spending is still soft accenture, ibm, intel, tsmc warned of weaker spend in q1 and q2 intel and sk warned of softer pc sales and sk hanknicks, smartphone sales which is concerning for qualcomm. hesitation out that name out wednesday after the bell. >> thank you kristina partsinevelos >>> nvidia's ceo jensen huang making headlines in a wide ranging interview on "60 minutes" saying while ai will change the world it will not cause human jobs to go away. our next guest believes the ai spending trend will continue matt bryson with webb bush senior vice president of equity security research and hardware has a buy on nvidia price target even 1,000 "60 minutes" does a great job of informing people about things, you know, about nvidia perhaps that so many don't know about. not our audience they know plenty so let's
other nvidia alternatives, amd, out tuesday after the bell, custom chip makers marvel and broadcom andson these ones benefit, too, because companies are looking to lessen concentration risk on nvidia and expend their supply chain. it's not all sunshine and roses outside of ai, tech spending is still soft accenture, ibm, intel, tsmc warned of weaker spend in q1 and q2 intel and sk warned of softer pc sales and sk hanknicks, smartphone sales which is concerning for qualcomm. hesitation out that...
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Apr 5, 2024
04/24
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so it owns broadcom and nvidia and meta, amazon. it rebalances a couple times a year.f you think that people are now starting to say forget about the leaders, i'm going to try to go into other areas, this would start falling apart. that hasn't happened yet. guys, this is a sign to be to people still like these technology stocks, for example, that sort of overweight into this momentum sector and still aren't dumping it, even though things like energy are outperforming. energy doesn't have the love, the materials doesn't have the love that technology stocks have right now. guys, back to you. >> the flows of not yet chased those returns year to date and things like energy in the defensive, i wonder there is anything else getting -- for a while it seemed the equal weighted s&p was getting noticed and people were trying to sort of make that bet that market might broaden out. i wonder if there's any threads to pull in terms of what flows are telling us? >> yeah. number one flows on a sector basis remains technology, far and away. everything else is way, way down there. yes,
so it owns broadcom and nvidia and meta, amazon. it rebalances a couple times a year.f you think that people are now starting to say forget about the leaders, i'm going to try to go into other areas, this would start falling apart. that hasn't happened yet. guys, this is a sign to be to people still like these technology stocks, for example, that sort of overweight into this momentum sector and still aren't dumping it, even though things like energy are outperforming. energy doesn't have the...
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Apr 4, 2024
04/24
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lam research, broadcom, all positive here. >> i like lam research, and i don't like lamb weston.o chips. >> dow is up 272. let's get to disney hq where david, of course, has a very special guest. david? >> carl, thank you. yeah. i'm here on the disney lot or as mr. iger just called it, walt's house. it's good to have you, bob. bob iger, of course, ceo of disney. emerging victorious from a slug fest of a proxy fight. you won by substantial margins, but i do wonder, bob, 31% of shareholders did say they would like to have peltz on the board. do you listen in any way differently to that shareholder base? does it make you think about the things you've done any differently? all right. you won. you won big, but 31% still said, hey, you know what, we'd prefer to have this guy on the board. >> this whole process gave the board and some members of management an opportunity to engage with many shareholders, perhaps on an even deeper level, and have good, honest, candid dialogue, where we had an opportunity to describe to shareholders what our priorities are, and what our various processes
lam research, broadcom, all positive here. >> i like lam research, and i don't like lamb weston.o chips. >> dow is up 272. let's get to disney hq where david, of course, has a very special guest. david? >> carl, thank you. yeah. i'm here on the disney lot or as mr. iger just called it, walt's house. it's good to have you, bob. bob iger, of course, ceo of disney. emerging victorious from a slug fest of a proxy fight. you won by substantial margins, but i do wonder, bob, 31% of...
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Apr 22, 2024
04/24
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i own broadcom. i mentioned lam research and how it is important to the memory side.. it is down 30% from when they reported earnings, but i do think a.i. is only as good as the data you put into it. these guys do that in size and scale. they have a new ceo. it is a prove-me moment for the company. i do think the setup is interesting. maybe it is off the radar screen versus a pure play like nvidia. >> stephanie, the moves last week was violent. the tidal shifts taking place. $950 billion in market cap loss from the magnificent seven. nvidia losing $300 billion. that is more than an entire amd. we're 5.5% from the all-time highs from the s&p 500. do you think this pullback continues or do people stop and look at earnings and look at the great economy and say we hold here? >> well, i think technology has competition, becky, on terms of earnings and other sectors reporting very good earnings. that's one of the reasons why i think you have seen a broadening out in the marketplace. since october of last year, we had fits and starts along the way. we are seeing many more na
i own broadcom. i mentioned lam research and how it is important to the memory side.. it is down 30% from when they reported earnings, but i do think a.i. is only as good as the data you put into it. these guys do that in size and scale. they have a new ceo. it is a prove-me moment for the company. i do think the setup is interesting. maybe it is off the radar screen versus a pure play like nvidia. >> stephanie, the moves last week was violent. the tidal shifts taking place. $950 billion...
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Apr 26, 2024
04/24
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the guys applying the picks and shovels with nvidia and amd and broadcom and marvell i don't know if the apps at the end of the day will be a real driver financially i stick with the guys building the large language homodels i'm not betting on the a.i. apps >> at this point, companies are not punished for big spending on a.i. build outs? you think that could happen? >> i think there's always going to be over time as we go longer and longer in the phase and people say what's the return of the investments. you think about it and the capital expense numbers are insane in this space, the strong will get stronger because they can spend. i'm just going with the guys that are assisting in that a.i. infrastructure bill. not the guys making the products >> all right paul meeks from harvest. are you a harvest guy or harvest moon guy you're a harvest moon person, right? harvest was an entire album. a song. >> harvest moon i like >> joe, i'm a jersey guy i'm bruce springsteen 24/7/365 >> "born in the usa. >> that's right. >> "thunder road." >> thank you, paul. >>> chevron out with the quarterly
the guys applying the picks and shovels with nvidia and amd and broadcom and marvell i don't know if the apps at the end of the day will be a real driver financially i stick with the guys building the large language homodels i'm not betting on the a.i. apps >> at this point, companies are not punished for big spending on a.i. build outs? you think that could happen? >> i think there's always going to be over time as we go longer and longer in the phase and people say what's the...