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May 6, 2024
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joining me now is rich bernstein. it is great to see you today. do you think it matters whether we get a cut this year or not or is all this speculation about what the fed will do baked into what we are saying in terms of a refocus on companies reporting earnings, and are they going to be profitable? >> it's great to be with you. i think it's a little bit of both. earnings and interest rates are the two factors that drive the equity market. on the earnings front we should expect them to rev up. the prophet cycle is accelerating. the interest rate side is more interesting right now because the reaction to the weakness we saw in the employment report was not for defensive stocks to outperform. it was for speculative access, in other words, the expectation the fed would cut it would be more liquidity for speculation. we are in the speculative period of the stock market.>> you had consumer staples and healthcare and all that against the backdrop of the geopolitical tension we've been reporting on the headlines coming out of israel and whether hamas ha
joining me now is rich bernstein. it is great to see you today. do you think it matters whether we get a cut this year or not or is all this speculation about what the fed will do baked into what we are saying in terms of a refocus on companies reporting earnings, and are they going to be profitable? >> it's great to be with you. i think it's a little bit of both. earnings and interest rates are the two factors that drive the equity market. on the earnings front we should expect them to...
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May 17, 2024
05/24
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joe biden'achievements and when you crack them, which is starting to be done, neil talking with jared bernstein and couldn't admit what he got wrong and the only explanation is joe biden is deliberately lying he knows the truth and two, he was really old man and gets confused and he doesn't know where reality is and going for the line. jackie: it's interesting to me and gaslight people and they're aware of the issues and they know they're being gas lit and makes them more angry and motivated and seems like out of desperation and this is a president and administration trying to do last minute things either to get a headline to again, try and trick people or they're pushing to ease marijuana rules and does he think doing things like this will help in the general election? i mean, most people don't care about the issues and again, we've stated what's most important. >> jackie, compared to 2020, he's down 30 points from where he was with voters under 30 and down seven point withs blacks and at parody with hispanics and actually believes that doing this will help him win favor because again, right n
joe biden'achievements and when you crack them, which is starting to be done, neil talking with jared bernstein and couldn't admit what he got wrong and the only explanation is joe biden is deliberately lying he knows the truth and two, he was really old man and gets confused and he doesn't know where reality is and going for the line. jackie: it's interesting to me and gaslight people and they're aware of the issues and they know they're being gas lit and makes them more angry and motivated...
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May 7, 2024
05/24
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bernstein saying parkes is the anchor of the evaluation, plus the quarterly revenue is lighter than expectations and disney set its direct to consumer entertainment business would report a loss in the fiscal third quarter and would not add any new subscribers while the quarter two linear television operating income fell 22% and that was the bad news which outweighed the fact that disney be on the bottom line and raised the full-year earnings outlook and reported a surprise warty $7 million in profits for disney+ and hulu. iger said streaming will be a growth driver for the company as a crackdown on password sharing but that is not helping the stock which is down 9%. >> a little sell on the news perhaps because the stock has had quite a move. >> quite a run this year. if you look back over the past several years, still down but the shock is up dramatically this year in part because bob iger defeated the proxy battle with nelson peltz. a sense this accelerated the moves by iger to improve studio performance. >> we will talk to you soon. christina now for a look at the other big names moving into t
bernstein saying parkes is the anchor of the evaluation, plus the quarterly revenue is lighter than expectations and disney set its direct to consumer entertainment business would report a loss in the fiscal third quarter and would not add any new subscribers while the quarter two linear television operating income fell 22% and that was the bad news which outweighed the fact that disney be on the bottom line and raised the full-year earnings outlook and reported a surprise warty $7 million in...
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May 20, 2024
05/24
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it wasn't a fact and it was finally caught on it by -- or at least his economic adviser jared bernstein and by neil cavuto and i want to get your aerodynamic rx on that sound. >> why does he keep misrepresenting in? >> he's making the point that the factors that caused inflation to climb to 9% were in place when he took office. >> that's not what he said. he said it was at 9%. it would eventually get to 9% a little over a year after that. but the fact of the matter is it wasn't 9%. david: so i just think that american voters right now have become so inured to all the lies and knowing what joe biden had and not only had the will to control inflation and we know that his policies from his energy policy to his stimulus. it's in the name, stimulus, caused inflation and he was unwilling to control inflation and he cannot try and control the narrative and the gaslighting is just adding insult to injury and nothing worse than when you're hurting and can't pay for your food and can't pay for rent and mortgage than to be told that that just isn't the case and you're not experiencing it and oh, b
it wasn't a fact and it was finally caught on it by -- or at least his economic adviser jared bernstein and by neil cavuto and i want to get your aerodynamic rx on that sound. >> why does he keep misrepresenting in? >> he's making the point that the factors that caused inflation to climb to 9% were in place when he took office. >> that's not what he said. he said it was at 9%. it would eventually get to 9% a little over a year after that. but the fact of the matter is it...
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May 17, 2024
05/24
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so his top economic adviser jared bernstein could have easily corrected the president's mistake and wouldn't do it. my colleague neil cavuto took him to the wood shed. this is must see tv. roll it. >> ya kept you just say, it got as high as 9%. you'd be accurate in saying that and we've now brought it down around the 3% area but better than it was. you haven't answered my question and i've asked it five times, five ways. >> president was making the point that the factors that caused inflation were in place when he took office. that's unequivocally true. >> but you're picking and choosing the data that supports your view of inflation. >> how am i cherry picking the data? i started this interview talking about people struggling with prices that are too high. i then told you a fact that apparently you're not getting, which is that wages are beating prices. >> if the president can't get his facts right on that, why am i going to believe anything he says about what's going on now? stuart: okay, well done, neil. hats off to you, lad. unfortunately presidential spin knows no bounds in an election y
so his top economic adviser jared bernstein could have easily corrected the president's mistake and wouldn't do it. my colleague neil cavuto took him to the wood shed. this is must see tv. roll it. >> ya kept you just say, it got as high as 9%. you'd be accurate in saying that and we've now brought it down around the 3% area but better than it was. you haven't answered my question and i've asked it five times, five ways. >> president was making the point that the factors that caused...
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May 29, 2024
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the ceo of american airlines is going to be at the bernstein conference in a couple of hours. he'll be asked lots of questions like what didn't you see that you see now that your guidance for q2 is falling? >> one thing we saw over the holiday weekend, a lot of delays. not just in the new york area but overall in the system. i remember last christmas southwest had a lot of delays. that weighed on margins and earnings overall. anything similar like that with american? any issues with delays? before we hear from the ceo latter today that we can look at and go, oh, that's probably it? >> american airlines has made a big change. the ceo ispart of the new strategy to sell directly to consumers instead of for corporate bookings and things like that. you push little more in that realm. they're asking are you losing money on the table that united and delta might be getting? those questions are likely to come up and robert isom will be answering that. storms and blizzards, we'll be able to predict a little more. >>> what are you seeing when it comes to the indices overall and pricing a
the ceo of american airlines is going to be at the bernstein conference in a couple of hours. he'll be asked lots of questions like what didn't you see that you see now that your guidance for q2 is falling? >> one thing we saw over the holiday weekend, a lot of delays. not just in the new york area but overall in the system. i remember last christmas southwest had a lot of delays. that weighed on margins and earnings overall. anything similar like that with american? any issues with...
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May 4, 2024
05/24
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zinger from the program. classical and jazz, which included works by grieg, rachmaninov, gershwin and bernstein. the exhibition encounter with the masterpiece, our lady of chancellor rolin takes place at the louvre. this is the largest exhibition in france of works by the flemish northern renaissance master jan van eyck, including six surviving works from museum collections in europe. and central the exhibit was a painting created by the artist in 1435. my planet tv channel presents the caucasus mountains, stormy rivers with icy waters originating on glaciers, colorful landscapes, medieval watchtowers and recipes dating back to time immemorial. north ossetia is, as local residents say, five ridges and six gorges, as well as mountain rivers with the purest glacial water, rich pastures, and a serious caucasian attitude to customs and rituals of hospitality. a sure guarantee that today we will eat how to barobabeg and learn new recipes. in the capital of the republic, the city of vladikavkaz, they love to eat delicious food. during the autumn festival osetinsko. in an open-air cafe, baking, frying
zinger from the program. classical and jazz, which included works by grieg, rachmaninov, gershwin and bernstein. the exhibition encounter with the masterpiece, our lady of chancellor rolin takes place at the louvre. this is the largest exhibition in france of works by the flemish northern renaissance master jan van eyck, including six surviving works from museum collections in europe. and central the exhibit was a painting created by the artist in 1435. my planet tv channel presents the...
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May 5, 2024
05/24
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janet yellen just the way they were disappointed in the monetary modern theory conversation by jared bernstein. >> and the line, inclusive growth. everything is weaved together in every answer. what do you have coming up on sunday morning futures,. maria: this is why the american people are voting donald trump in all of the polls because people have more confidence and we've seen it from the polls, they have more confidence in president trump handling of the economy than joe biden's handling of the economy and that's what we're talking about this morning. we've got a great show coming up. we are going to talk about the ramifications of all of these college protests with elise stefanik, the woman who exposed anti-semitism in america in college campuses months ago with those hearings with the university presidents. we're going to talk this morning about what impact she sees% all of this, are we going to see moves to cut federal funding to some of these universities that have not kep jewish students sa. we'll talk with lara trump about the fund raising going on the in the trump campaign and a how
janet yellen just the way they were disappointed in the monetary modern theory conversation by jared bernstein. >> and the line, inclusive growth. everything is weaved together in every answer. what do you have coming up on sunday morning futures,. maria: this is why the american people are voting donald trump in all of the polls because people have more confidence and we've seen it from the polls, they have more confidence in president trump handling of the economy than joe biden's...
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May 3, 2024
05/24
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if you doen't mind hanging aroud right there, let's get to the senior analyst at bernstein. he upgraded apple to market perform. he has $195 price target. maybe still a little bit of upside from these levels, but they've certainly made you look quite prush i can't. what gave you the idea to give you that stock at that point in time? there's still significant room to run from here. >> good afternoon, leslie, and thanks for having me on. i think, you know, our sense was that expectations were quite low going into the quarter. investors were fearful about china being weak, and that even if apple did, you know, guide below expectations, that is widely anticipated, and once this guidance was passed, investors would feel comfortable with new offerings. new ipads are being announced next week, new iphones in september which we think will have a.i. capabilities, and then likely new macs and air pods as well in the second half of the year. so our contention really was that expectations were low, and once we got past this quarter, almost good or bad, the stock could be poised to run u
if you doen't mind hanging aroud right there, let's get to the senior analyst at bernstein. he upgraded apple to market perform. he has $195 price target. maybe still a little bit of upside from these levels, but they've certainly made you look quite prush i can't. what gave you the idea to give you that stock at that point in time? there's still significant room to run from here. >> good afternoon, leslie, and thanks for having me on. i think, you know, our sense was that expectations...
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May 1, 2024
05/24
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tony second lobby of bernstein was saying earlier this week that this could perhaps be a cyclical thing, kind of like we saw in china back in 2019, and it will shake out with the next iphone cycle. >> so it's hard to understate, is it not, the importance of china to apple, not just as a manufacturing base but also as a market? how big a percentage of, let's say iphone sales or revenues, is china? >> we can talk about total revenues. last year it was just shy of 19% of apple's total revenue for the entire fiscal year. it's been as high as 22%, 24% for the year as well so 1/5 approximately of apple's business comes out of china. forget about the manufacturing and so forth out there. this is a huge customer base and in the meantime, we have not seen apple find another growing market that can kind of make up for this downturn that we are seeing in china. we saw tim cook in india last month. he was in southeast asia touring singapore, indonesia, vietnam, these countries that sure, sales are growing there, manufacturing is growing there, but nowhere near close to the level they need to see in
tony second lobby of bernstein was saying earlier this week that this could perhaps be a cyclical thing, kind of like we saw in china back in 2019, and it will shake out with the next iphone cycle. >> so it's hard to understate, is it not, the importance of china to apple, not just as a manufacturing base but also as a market? how big a percentage of, let's say iphone sales or revenues, is china? >> we can talk about total revenues. last year it was just shy of 19% of apple's total...
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May 17, 2024
05/24
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by the way, you can catch more of that interview with jared bernstein tomorrow on "cavuto live." we are going to dig into this big issue of how you get economic facts across. in the meantime, as adele would say, hello, and goodbye, and here comes "the five." ♪ ♪ ♪ ♪ ♪ ♪ >> judge jeanine: hello, everyone. i'm judge jeanine pirro along with harold ford jr., jesse watters, dana perino, and greg gutfeld. it's 5:00 in new york city, and this is "the five." ♪ ♪ fake eyelashes and butch bodies. the real housewives meets wrestlemania on capitol hill. with a little bit of jerry springer on the side. bickering lawmakers lobbing trashy schoolyard insults at one another and completely derailing a very important congressional hearing. the purpose was to hold attorney general merrick garland in contempt of congress. after he refused to hand over an audio recording of president biden from special counsel robert hur's classified documents investigation. the big guy is now claiming executive privilege to deny the release, and kgpe was dodging like crazy when pressed about their hy
by the way, you can catch more of that interview with jared bernstein tomorrow on "cavuto live." we are going to dig into this big issue of how you get economic facts across. in the meantime, as adele would say, hello, and goodbye, and here comes "the five." ♪ ♪ ♪ ♪ ♪ ♪ >> judge jeanine: hello, everyone. i'm judge jeanine pirro along with harold ford jr., jesse watters, dana perino, and greg gutfeld. it's 5:00 in new york city, and this is "the...
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May 15, 2024
05/24
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andrea bernstein thank you. >>> our primetime recap of the only criminal trial-- the only one in the history of a former american president continues right after the break. break. sometimes your work shirt needs to be for more than just work. like when it needs to be a big, soft shoulder to cry on. which is why downy does more to make clothes softer, fresher, and better. downy. breathe life into your laundry. one in five children worldwide are faced with the reality of living without food, no family dinners, no special treats, not enough energy to play. all around the world, hunger is affecting children's physical and mental health. toddlers are suffering from acute malnutrition, which stunts their growth. kids are forced to drop out of school so they can help support their families. conflict, inflation and climate have ignited the worst famine in our lifetime, and we are fed up! fed up that hunger devours dreams. fed up, that hunger destroys joy. fed up with the fact that hunger eats childhood. help us feed the futures of children all over the world by visiting getfedupnow.org. for
andrea bernstein thank you. >>> our primetime recap of the only criminal trial-- the only one in the history of a former american president continues right after the break. break. sometimes your work shirt needs to be for more than just work. like when it needs to be a big, soft shoulder to cry on. which is why downy does more to make clothes softer, fresher, and better. downy. breathe life into your laundry. one in five children worldwide are faced with the reality of living without...
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May 7, 2024
05/24
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andrea bernstein is covering the trial for npr, and joins us again now. andrea, what did we learn from stormy daniels today? >> it was quite a scene, because this is a trial wary of -- we have heard now testimony from the former publisher of the national enquirer, from stormy daniels law your him about the deal they set up, we've heard from michael cohen. here was the woman at the center of it all, coming forward for the first time in a court to tell her story of this encounter with president trump at a celebrity golf tournament in 2006. as you said, it was quite graphic, but she walked the jury through what happened. he invited her up to his suite, they were speaking, she went to use the restroom and when he -- when she came out he was lying on the bed in his underwear, she said, and then they had sex. that is what is at the heart of all this hush money deal, trying to silence it, and here we are in 2024 with her testimony as it happened in 2006. william: trump's lawyers at one point citing some of those graphic details, saying they were prejudicial to t
andrea bernstein is covering the trial for npr, and joins us again now. andrea, what did we learn from stormy daniels today? >> it was quite a scene, because this is a trial wary of -- we have heard now testimony from the former publisher of the national enquirer, from stormy daniels law your him about the deal they set up, we've heard from michael cohen. here was the woman at the center of it all, coming forward for the first time in a court to tell her story of this encounter with...
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May 18, 2024
05/24
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neil: that's well-put and we've been trying to raise this with chad bernstein over at the white house, the inflation in coming down, but the percentage of gains are not. when it comes to groceries and things you mentioned leaving that aside, donald trump's base is by and large locked in, but you talk about overtures made to nikki haley, i don't know if nikki haley has responded the same to donald trump, but she captured a lot in the primaries, don't mean anything, up to 20% of the vote. does he have to shore up either her support or voters? many are women, women in children, young women. i don't know what the true polling details are on that, but he's got everybody else. should he lock down that? >> he absolutely should and the greatest asset right now to donald trump is how much joe biden is fumbling the bag. the nikki haley voter constituency is a minority, but the fact that she's getting some in the primaries though she's not running. the the they're caring about foreign policy, if you look at exit polling, nikki haley const constituency deplore how joe biden has backed away from s
neil: that's well-put and we've been trying to raise this with chad bernstein over at the white house, the inflation in coming down, but the percentage of gains are not. when it comes to groceries and things you mentioned leaving that aside, donald trump's base is by and large locked in, but you talk about overtures made to nikki haley, i don't know if nikki haley has responded the same to donald trump, but she captured a lot in the primaries, don't mean anything, up to 20% of the vote. does he...
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May 24, 2024
05/24
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some weakness in the stock after earnings bernstein called their a.i. picture muddled but you like the picture. >> we like to say nvidia, nvidia, but it is interesting. when you talk about ibm, you don't think cloud and integration, but the legacy, the heritage, high-powered computing as the ability to put an a.i. stack on top of it they are fighting momentum think it is interesting, technically, if you look, kelly, is above the moving average of 264 but it is not above the 50-day moving average at 179 there is more room to run for medium blue. this is a stock i own and want to own because these underloved tech names, they're going to find some love when people start using nvidia and atm, if nvidia goes down. >>> move on to intel why do you like this even though it's been a dog this year? >> oh, it's been taken out to the woodshed look at intel. when you talk about the way this has been beat up, but think about if it is mets ta, maybe microsoft, maybe our friend elon musk at tesla. maybe they buyin tell. supposedly, this chip is sup po supposed to be be
some weakness in the stock after earnings bernstein called their a.i. picture muddled but you like the picture. >> we like to say nvidia, nvidia, but it is interesting. when you talk about ibm, you don't think cloud and integration, but the legacy, the heritage, high-powered computing as the ability to put an a.i. stack on top of it they are fighting momentum think it is interesting, technically, if you look, kelly, is above the moving average of 264 but it is not above the 50-day moving...
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May 18, 2024
05/24
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and then the storm over my, shall we say, chat with the white house economic adviser jared bernstein after president biden continues to say inflation was 9 percent when he took office. the facts see otherwise, it got nasty, and you'll get to see for yourself. ♪ ♪ neil: good morning, everybody. happy to have you, i'm neil cavuto. let's get right to it with the latest in houston and the fallout from a storm that ended up being a lot worse than earlier thought. let's get the latest from fox weather's katie western. hey, katie. >> reporter: hi, neil. yeah, you can see a lot of activity on the ground here this morning, lots of cleanup crews on site around a lot of those high-rise office buildings and hotels getting ready to keep boarding up the windows that were completely blown out from those strong winds that we dealt with. on the ground you're still going to see some glass left over, some insulation that blew out of office building, destroyed cars and blinds that came out of someone's office maybe right here where you can see hundreds of those windows still have yet to be boarded u
and then the storm over my, shall we say, chat with the white house economic adviser jared bernstein after president biden continues to say inflation was 9 percent when he took office. the facts see otherwise, it got nasty, and you'll get to see for yourself. ♪ ♪ neil: good morning, everybody. happy to have you, i'm neil cavuto. let's get right to it with the latest in houston and the fallout from a storm that ended up being a lot worse than earlier thought. let's get the latest from fox...
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May 25, 2024
05/24
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were responsible for the growing deficit, that is exciting class, and they put out a statement, jared bernstein and the revenues are higher due to a factor that can raise or lower deficits in any given year exactly those idiosyncratic rings were, but it started to go up revenues i think that was one down here during the pandemic but that was about it. steven: by the way i don't know they mean by 80 with senate predicate i either read that reporting there trying to cover for themselves because they all said that it would be a big revenue loser and i want to be very crystal-clear to your audience, we do have a massive deficit this year we may borrow another $1.7 trillion after filing $2 trillion last year, but that is all on the spinning site david and if you look at what is happened to expenditures a path inviting were so concerned about this might be coming to office and immediately spent two or 3 trillion-dollar spending us and i from god and actually i think trump peasant wonders for the coming i think trump spent too much money as well but the biden comes in and heaps another $3 trillion on
were responsible for the growing deficit, that is exciting class, and they put out a statement, jared bernstein and the revenues are higher due to a factor that can raise or lower deficits in any given year exactly those idiosyncratic rings were, but it started to go up revenues i think that was one down here during the pandemic but that was about it. steven: by the way i don't know they mean by 80 with senate predicate i either read that reporting there trying to cover for themselves because...
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May 22, 2024
05/24
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and also a cnbc contributor of the star analyst, stacey rascon with us as well of bernstein. we all know what's at stake here. josh brown, why don't you tell us as a long standing shareholder of nvidia. how are you thinking about this report tonight? >> yeah, i feel i've grown up with nvidia. it's been with me for a long time. look, i feel that this is such a hard story, believe it or not. you're up in this name, you're in this name for the thousands of percentage points. the problem what makes it harder normally when you have a stock that goes up this much. you say to yourself, okay, it's an easy sell because the valuation has caught up with the fundamentals. now it's outdone its fundamentals. unfortunately nvidia doesn't make it that easy for you. it just has not outdone its fundamentals yet. it could happen, hasn't happened. here is the exactly i want to give you. in january of 2023, people were saying nvidia's 45 times earnings, the average semi is $18, it's too expensive. we understand it's fast growing, etc., etc., but it's up so much. here's the problem. nvidia then re
and also a cnbc contributor of the star analyst, stacey rascon with us as well of bernstein. we all know what's at stake here. josh brown, why don't you tell us as a long standing shareholder of nvidia. how are you thinking about this report tonight? >> yeah, i feel i've grown up with nvidia. it's been with me for a long time. look, i feel that this is such a hard story, believe it or not. you're up in this name, you're in this name for the thousands of percentage points. the problem what...
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May 28, 2024
05/24
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joining me at post nine, bernstein's analyst stacy rascon good to see you in person. >> thanks for having me. >> when you see nvidia do what it is doing, what is your reaction >> i think you have to be there, right. i'm not surprised it is doing what it is doing, right. we have the numbers a week or two ago whenever it was the demand for their products is off the charts you have a product cycle on it ways they took the air pocket transition risk out. what is not to love? >> at some point when i talk to you, the day of earnings, prenumber, we were i think at 950. >> that's right. i think i told everybody to sort of relax. >> you did. >> the phrase. >> you said it was going to be mundane. >> yeah. >> i mean, it certainly wasn't shocking >> to be fair -- >> maybe it was. >> the numbers were -- they were a good beat probably in line with sort of the whisper numbers, but they said two things that were helpful one is they took the air pocket transition risk as you go from hopper to blackwell off the table, and then number two, i think the commentary on the pace and timing of the blackwell ramp
joining me at post nine, bernstein's analyst stacy rascon good to see you in person. >> thanks for having me. >> when you see nvidia do what it is doing, what is your reaction >> i think you have to be there, right. i'm not surprised it is doing what it is doing, right. we have the numbers a week or two ago whenever it was the demand for their products is off the charts you have a product cycle on it ways they took the air pocket transition risk out. what is not to love?...
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May 28, 2024
05/24
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we will have hear more from the ceo of american airlines tomorrow morning at the bernstein conference in new york i'm sure he'll be spelling out in greater detail exactly why it has issued this warning for the second quarter back to you. >> phil, did i see that the guidance range for united looked like a buck wide on adjusted eps? >> i have not seen that guidance yet. if that's the case, that probably explains some of the pressure that's there. >> i see it here, 3.75 to 4.25 on adjusted eps guidance phil lebeau, thank you what do you think, tim >> i think airlines are great trading stocks after a 70% move in united and i like the fundamentals of delta, you have a fight to the downside t it's traded in a range from 30 to 35 up to 60 you don't chase this one on a buy tomorrow kon. >>> shares of cava on the move after shares of results and how the whole fast food space is faring that's next. and can't stop, won't stop, the nid i nvidia search continues with no end in sight. how our traders are moving ahead of the stock split when "fast money" returns meets bold new thinking. (laughter) a
we will have hear more from the ceo of american airlines tomorrow morning at the bernstein conference in new york i'm sure he'll be spelling out in greater detail exactly why it has issued this warning for the second quarter back to you. >> phil, did i see that the guidance range for united looked like a buck wide on adjusted eps? >> i have not seen that guidance yet. if that's the case, that probably explains some of the pressure that's there. >> i see it here, 3.75 to 4.25...
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May 3, 2024
05/24
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KQED
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andrea bernstein is covering the former president's legal battles for npr, and was in the courthouse today. she joins us now. so nice to see you again. during the prosecution's questioning today, they delved into what happened in the campaign when the infamous access hollywood tape drop. what did we learn from hope hicks about that today? andrea: she was the first and -- the person to first hear about that from "the washington post" in the story they were about to run. there was an email where she was sent by campaign leadership and email that said deny, deny, deny. she laughed because she did not think it would be able to do that. she went upstairs and there was a campaign brain trust preparing tro for the debate. he asked what they were talking about, and when they learned about the tape, he said, that does not sound like something i would say, but obviously it was. william: that story is being told to jurors because it helps set the template for how the campaign didn't have to go into panic mode and then stormy daniels' story becomes even more fraught for them. what did we learn f
andrea bernstein is covering the former president's legal battles for npr, and was in the courthouse today. she joins us now. so nice to see you again. during the prosecution's questioning today, they delved into what happened in the campaign when the infamous access hollywood tape drop. what did we learn from hope hicks about that today? andrea: she was the first and -- the person to first hear about that from "the washington post" in the story they were about to run. there was an...
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May 10, 2024
05/24
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what was happening in this debate between people like dennis goldberg and lionel bernstein was the question about who jews would align with her safety, is it to look upwards towards a dominance group that offers you whiteness and offers a kind of security of the powerful or is it to join in a kind of new idea of the mixed multitude of people from many backgrounds who have their own stories of oppression and i think thinking in those terms is something that's being done by young people. often very much against open conflict with their own communities they were raised in an their own parents and it is a remarkable thing to see and the thing that all of the horror the last 6 months of seeing, what i have found is the most powerful and moving thing to me is to see the way this group of young american jews and by other people and the way i talked to a doctor in gaza a few weeks ago and asked what he had noticed about things happening outside in the world, this is a man who was practicing medicine under the most unspeakable conditions, and he said i came across this jewish voice for peace and all
what was happening in this debate between people like dennis goldberg and lionel bernstein was the question about who jews would align with her safety, is it to look upwards towards a dominance group that offers you whiteness and offers a kind of security of the powerful or is it to join in a kind of new idea of the mixed multitude of people from many backgrounds who have their own stories of oppression and i think thinking in those terms is something that's being done by young people. often...
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May 13, 2024
05/24
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. >> i was wondering if you could share your thoughts with me on alliance bernstein, ticker symbol a-c >> very well run company i'm always surprised it's as inexpensive as it is, which is why you have the big yield i do support that idea let's go to richard in georgia, richard? >> richard >> caller: boo-yah, jimmy chill, and happy monday. >> oh, same to you, man. got a full week ahead of us. fantastic! what's up? >> caller: i'm ready let's go big shout out to your crew they are fantastic >> make me look fantastic every single day what can i do for you? >> caller: they deserve a raise, my friend. >> i wish. i would write them all checks, but that's not allowed all right. they like that >> caller: i need some when this stock. >> sure. >> caller: i need know whether to hang on i know it doesn't matter where it's been and only where it's going. so i can't cry about what it was. but where is it going? do i need to hold on to it or do i need to find a better opportunity? and the stock is chh cardinal health >> okay, it's ban great quandary, mckesson has been unbelievable jays holler came on
. >> i was wondering if you could share your thoughts with me on alliance bernstein, ticker symbol a-c >> very well run company i'm always surprised it's as inexpensive as it is, which is why you have the big yield i do support that idea let's go to richard in georgia, richard? >> richard >> caller: boo-yah, jimmy chill, and happy monday. >> oh, same to you, man. got a full week ahead of us. fantastic! what's up? >> caller: i'm ready let's go big shout out to...
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May 30, 2024
05/24
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CSPAN3
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a couple of intrepid reporters, carl bernstein and bob woodward, began making connections between those burglars who had been arrested and the nixon administration as committee to reelect the president. it was 1972, was a presidential election year. and the connections between the burglars and the president's committee to reelect became ever more clear over the course of that late summein 1972. nixon won in a landslide reelection win in november of that year, but the senate members of the senate remained unsatisfied that about the information they had, about that burglary and its connections to the president's reelection campaign. and so in january of 1973, the senate formally created a special committee to investigate presidential campaign activities. of that 1972 year. and the official name of the watergate hearings committee was a select committee on presidential campaign activities. it was created with a 77 to 0 vote in the u.s. senate. but was there a controversy about creating this committee? there wasn't so much a controversy as there was a concern that this investigation may be
a couple of intrepid reporters, carl bernstein and bob woodward, began making connections between those burglars who had been arrested and the nixon administration as committee to reelect the president. it was 1972, was a presidential election year. and the connections between the burglars and the president's committee to reelect became ever more clear over the course of that late summein 1972. nixon won in a landslide reelection win in november of that year, but the senate members of the...
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May 21, 2024
05/24
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leonard bernstein and buddy hackett did a book together. >> jimmy: of course. >> and of course luciano pavarotti and carrot top. and they together -- [ light laughter ] >> jimmy: did not know that. i got the audible book. i didn't read it. >> it has been done. >> jimmy: but i think it's genius, by the way, of you to get a world famous, one of the best comedians in the world, best-selling author, to write your memoirs. >> well i don't know about genius, but i'm a lucky man. >> jimmy: yeah, yeah, yeah. how did you guys first meet? >> we -- how did we meet? it's embarrassing. no, you know what? here's what happened. mike was playing at a private event right near my house. and i walked in, i went, "there's michael mcdonald." and i was a huge fan. so, i, in a blast of moxie that i don't usually have, i said, "big fan. i live next door. i have two pianos. would you like to come and just play a little bit?" and dummy that he is, he went, "yeah, all right." [ laughter ] >> jimmy: just a nice guy, you go, "why not?" >> and there you go. and we just -- we started playing you know beatles, motown
leonard bernstein and buddy hackett did a book together. >> jimmy: of course. >> and of course luciano pavarotti and carrot top. and they together -- [ light laughter ] >> jimmy: did not know that. i got the audible book. i didn't read it. >> it has been done. >> jimmy: but i think it's genius, by the way, of you to get a world famous, one of the best comedians in the world, best-selling author, to write your memoirs. >> well i don't know about genius, but...
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May 28, 2024
05/24
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KPIX
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rock see bernstein says no matter how big of a star walton was, he always gave everyone he spoke to his time. >> he was so disarming and genuine. vern, he made everybody feel like they were his best friend. and he would have his little shtick. when people would walk up to him for example and he would say hi, i'm bill with two ls. that's how bill was. he was so welcoming to everybody. and celebrated life like no other person i have ever seen. >> hi. i'm bill with two ls. it doesn't get better than that. tributes are pouring in this morning. remembering walton. warriors heed coach steve kerr said in part, i will cherish getting to know him when he would visit the warriors when his son luke was on the coaching staff. his incredible energy and passion and love and zest for life was never turned off. then fellow ucla bruin and legend kareem abdul-jabbar wrote he was not happy unless he did everything he could to make everyone around him happy off the court. there's a moment of silence to honor walton last night before the eastern conference finals. by the way the celtics went on to beat the
rock see bernstein says no matter how big of a star walton was, he always gave everyone he spoke to his time. >> he was so disarming and genuine. vern, he made everybody feel like they were his best friend. and he would have his little shtick. when people would walk up to him for example and he would say hi, i'm bill with two ls. that's how bill was. he was so welcoming to everybody. and celebrated life like no other person i have ever seen. >> hi. i'm bill with two ls. it doesn't...
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May 29, 2024
05/24
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that's at the bernstein conference. the chance of stagflation is higher than most people think. now, he says a lot of things, and people sort of say jamie, that's just jamie being jamie, and then they sort of brush it off. there might come a time where we actually need to pay attention a little more closely to what he's saying. is now one of those times? >> when it comes to the risk of rates moving higher, i think that that risk would be likely to cause stress in the market before it was able to materialize. i think that market financial conditions tightening would precipitate a backup in rates, a deterioration in valuations, and a fed that would be much more cautious about having to act on things. that's still a pretty unnerving circumstance for investors, right? and though i do feel confident that this rallyhas a bit more room to run and that valuations are not a good market timing tool, it is an environment where we have been taking some of our gains in equity, especially in the top names and activating them in fixed income. >> you have? >> yes. >> moving -- still taking equi
that's at the bernstein conference. the chance of stagflation is higher than most people think. now, he says a lot of things, and people sort of say jamie, that's just jamie being jamie, and then they sort of brush it off. there might come a time where we actually need to pay attention a little more closely to what he's saying. is now one of those times? >> when it comes to the risk of rates moving higher, i think that that risk would be likely to cause stress in the market before it was...
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May 28, 2024
05/24
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KTVU
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roxy bernstein was his longtime broadcast partner at the pac 12 network. >> he had this insatiable appetite for learning, and he wanted to talk to people and get to know who they were. and what epitomized bill was the countless games that we've done over the years. bill would always stay after games for at least a half an hour, 45 minutes, take every picture, sign every autograph. there was a line practically out the door of people waiting just to get a piece of bill, and he never disappointed. >> yeah, bill walton was one of the most kind hearted people you could ever meet. gone way too soon, dead at the age of 71, and of walton warriors head coach steve kerr, he said his incredible energy, passion, love and zest for life was never turned off. he was always a positive guy. >> loved life, live life to the fullest. that was him. all right jason, thank you. thanks, jason. >> well, college athletes may soon be paid for playing for their schools. five major college conferences and the ncaa aa have agreed to settle three federal antitrust lawsuits. under the deal, the ncaa would pay nearly $3 bi
roxy bernstein was his longtime broadcast partner at the pac 12 network. >> he had this insatiable appetite for learning, and he wanted to talk to people and get to know who they were. and what epitomized bill was the countless games that we've done over the years. bill would always stay after games for at least a half an hour, 45 minutes, take every picture, sign every autograph. there was a line practically out the door of people waiting just to get a piece of bill, and he never...
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May 6, 2024
05/24
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CSPAN3
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a couple of intrepid reporters, carl bernstein and bob woodward, began making connections between those burglars who had been arrested and the nixon administration as committee to reelect the president. it was 1972, was a presidential election year. and the connections between the burglars and the president's committee to reelect became ever more clear over the course of that late summer in 1972. nixon won in a landslide reelection win in november of that year, but the senate members of the senate remained unsatisfied that about the information they had, about that burglary and its connections to the president's reelection campaign. and so in january of 1973, the senate formally created a special committee to investigate presidential campaign activities. of that 1972 year. and the official name of the watergate hearings committee was a select committee on presidential campaign activities. it was created with a 77 to 0 vote in the u.s. senate. but was there a controversy about creating this committee? there wasn't so much a controversy as there was a concern that this investigation may b
a couple of intrepid reporters, carl bernstein and bob woodward, began making connections between those burglars who had been arrested and the nixon administration as committee to reelect the president. it was 1972, was a presidential election year. and the connections between the burglars and the president's committee to reelect became ever more clear over the course of that late summer in 1972. nixon won in a landslide reelection win in november of that year, but the senate members of the...
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May 13, 2024
05/24
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you know, and the regents, including mark bernstein, my michigan classmate and friend, distinguished faculty guests and staff, special love to all the families and friends, including my own who came here to celebrate the reason we are all here today. the class. of 2024. from the start, it hasn't been easy for you. you were born just before or in the aftermath of 911. all of us worrying about the world that lay ahead of you. 19 years later, covid hit taking millions of lives and turning your first year here. upside down. it didn't stop you for so many this is your first proper graduation since middle school. you know how long we've all been waiting for this day. we all have passed versions of ourselves, all of us here, including me. at 22 years old, i was graduating from michigan. i remember sitting right there. i'll never forget that it was the year that football star desmond howard won the heisman trophy and speech amidst speech, the graduation speaker called desmond howard's name and he stood up and in full cap and gown. did the heisman pose. i remember thinking, i love being part
you know, and the regents, including mark bernstein, my michigan classmate and friend, distinguished faculty guests and staff, special love to all the families and friends, including my own who came here to celebrate the reason we are all here today. the class. of 2024. from the start, it hasn't been easy for you. you were born just before or in the aftermath of 911. all of us worrying about the world that lay ahead of you. 19 years later, covid hit taking millions of lives and turning your...
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May 7, 2024
05/24
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FOXNEWSW
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for example, jared bernstein is the chairman of joe biden's council on economic advisers. he's a proud graduate, the manhattan school of music. he has a bachelor's degree in, fine arts, not economics. he also earned a master's wor degree in social work, another master's degree in philosophy and a ph.d. in social welfare. needless to say that joe the biden's chief economic adviser doesn't know pretty --y a thinn about economics. >> take a look. the governmentomics.oo definitey prints money and it definitely lends that money i, which is why the government definitely prints money. and then i t lends that money by by selling bonds. is that what they do?uestio there is no question that the government prints monegoverny and then it uses that moneyo to so, yeah, i guess i'm justah i don't i can't really talk.. i don't i don't get it. i don't know what they're talking about like becauset knog it's like the government clearly prints money. arly bor it does it all the time and it't clearly borrows. otherwise, we wouldn't be having this debt and deficit conversation. so i don't think
for example, jared bernstein is the chairman of joe biden's council on economic advisers. he's a proud graduate, the manhattan school of music. he has a bachelor's degree in, fine arts, not economics. he also earned a master's wor degree in social work, another master's degree in philosophy and a ph.d. in social welfare. needless to say that joe the biden's chief economic adviser doesn't know pretty --y a thinn about economics. >> take a look. the governmentomics.oo definitey prints money...
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May 7, 2024
05/24
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alex gel off of bernstein and u.s. marine corps veteran elliott ackerman as israeli troops take control of the rafah border crossing. disney reporting physical second quarter -- disney reporting fiscal second quarter profits. putting us now for more is the disney cfo hugh johnston. wonderful to catch up with you once again. i want to begin talking about the theme park business and the consumer price tolerance you see. you still have that pricing power at a time when many companies are reporting there is upper end stability but may lower end fragility? hugh: good morning and great to be with you. 30% eps growth is what let us to raise guidance to 25% eps growth for the year which is quite strong. two big stories. number one, our experiences business was up 10% on a revenue basis. 12% on a no way out -- on and oi basis. the value consumer is struggling and making choices. we are not seeing as much is that in our portfolio of products. the other positive is the streaming service. last year we lost about $600 million. this
alex gel off of bernstein and u.s. marine corps veteran elliott ackerman as israeli troops take control of the rafah border crossing. disney reporting physical second quarter -- disney reporting fiscal second quarter profits. putting us now for more is the disney cfo hugh johnston. wonderful to catch up with you once again. i want to begin talking about the theme park business and the consumer price tolerance you see. you still have that pricing power at a time when many companies are reporting...
SFGTV: San Francisco Government Television
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May 17, 2024
05/24
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SFGTV
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my name is harry bernstein. i just wanted to make a comment about the, cac report, i spoke recently to one of the merchants in the west portal area, just interested in getting his perspective on, at. this was just after the proposal from the city. and i think supervisor melgar and mandelman and a few others came in from his perspective, was this was a project from 2019. it was suddenly being imposed with ten days given to comment, and then they were going to go ahead with it, imagine the extraordinary amount of community and merchant action, against that. it was seen as an opportunistic effort, especially because there were really no safety. there were changing the traffic patterns. they were routing, traffic onto streets that weren't meant for them. instead of going into the area in front of the twin peaks tunnel, but that was, it was going to have an untold impact on, on the merchants, on the residents. and he just didn't understand it. and it was never explained, especially the urgency that it had to be done.
my name is harry bernstein. i just wanted to make a comment about the, cac report, i spoke recently to one of the merchants in the west portal area, just interested in getting his perspective on, at. this was just after the proposal from the city. and i think supervisor melgar and mandelman and a few others came in from his perspective, was this was a project from 2019. it was suddenly being imposed with ten days given to comment, and then they were going to go ahead with it, imagine the...
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May 30, 2024
05/24
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CNBC
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as bernstein writes or an a.i. faker as one mizuho calls it? i want to look at the stock drivers. you can see that spike in may. call it the mitas touch of nvidia, pixie dust, as it was called. nvidia chips need to plug into servers which could boost dell's server relationship. microsoft a.i. pc announcement last monday with qualcomm helped the pc refresh cycle sound more convincing as an earnings boost. so many companies are pushing that. the a.i. . c will be the next big thing. dell's core business, roughly 60%, remains heavily reliant on pc and monitors, which means the a.i. boom may not be as beneficial as thought. if we look at nvidia's groets margins, they hit 78% last quarter, a week ago. that means it's costly for dell and could be more dilutive to dell's gross margins. there are cautions going into the earnings. you can see the selloff today, but for our retail investors, anyone listening right now, you want to look for a backlog on orders right now and an increase to its full-year guidance for the stock to continue rising on that a.i. optimism. guys? >> doesn't it end up
as bernstein writes or an a.i. faker as one mizuho calls it? i want to look at the stock drivers. you can see that spike in may. call it the mitas touch of nvidia, pixie dust, as it was called. nvidia chips need to plug into servers which could boost dell's server relationship. microsoft a.i. pc announcement last monday with qualcomm helped the pc refresh cycle sound more convincing as an earnings boost. so many companies are pushing that. the a.i. . c will be the next big thing. dell's core...
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May 31, 2024
05/24
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CNBC
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end customers and you're right, i mean, the key interchange was the one between tony sacconaghi at bernstein and the cfo you cited and talked to in terms of trying to understand whether the ai server business is really a -- doesn't have much margin in it and whether that -- >> the unit economics of the ai server. >> and i shared an updated point this morning, shared by one investor, positive the idea perhaps some of what happened in the quarter as well was delivery of or contracts with a very large customer who they wanted to treat quite well in terms of price for future business. namely what i would call the must company the likes of spacex, and even tesla, you might imagine they are a large customer we'll see. this is the debate going on. a lot of this, sara, has to do with the run up into earnings as well, and at least a bit of a disappointment on the backlog number not to mention worries about margins. >> absolutely. you have to mention the year-to-date gains going into this and the fact that it was -- it's tied to nvidia, there's been such a strong ramp in ai, they did prove that, but,
end customers and you're right, i mean, the key interchange was the one between tony sacconaghi at bernstein and the cfo you cited and talked to in terms of trying to understand whether the ai server business is really a -- doesn't have much margin in it and whether that -- >> the unit economics of the ai server. >> and i shared an updated point this morning, shared by one investor, positive the idea perhaps some of what happened in the quarter as well was delivery of or contracts...
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May 20, 2024
05/24
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CNBC
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dell got upgraded at bernstein. >> right. >> and hp -- >> yeah, hp has it, now, i could be -- i could be wrong about this, because i might be early. but this is the biggest pc refresh untiin history. the trust by best buy, knowing that you have to get through this quarter. but i didn't want to own it -- i didn't want to wait until somebody said now that the bad quarter is over, let's buy it. i'm probably early on the club. >> best buy? >> best buy. you got to refresh like no other. your pc is no good. because you had to talk to your pc it's part of a.i. microsoft is there. hp is presenting itself as a winner. dell is the actual winner because michael dell was in the front row of the fabled gcc conference where he became the de facto for nvidia, nvidia is not a chip company, at plate form company. it's so gassed it's a supercompute. >> so your pc is going to be no good. >> right. >> would you say the same thing about the a phone, iphone? >> i think the iphone next generation has to incorporate far more a.i. than itdoes. you snow what, tim cook would say that. tim cook was cackling when
dell got upgraded at bernstein. >> right. >> and hp -- >> yeah, hp has it, now, i could be -- i could be wrong about this, because i might be early. but this is the biggest pc refresh untiin history. the trust by best buy, knowing that you have to get through this quarter. but i didn't want to own it -- i didn't want to wait until somebody said now that the bad quarter is over, let's buy it. i'm probably early on the club. >> best buy? >> best buy. you got to...
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May 13, 2024
05/24
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CNBC
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hit that apple store, voted against unionizing joining us now on all the headlines, toni sacconaghi, bernstein senior research analyst. you positive on the stock right now, toni? >> good morning, joe yes. we are positive on the stock we upgraded or rating a couple weeks ago and think risk/reward on the name iis attractive at current levels. >> and is this, compared to what queer talking about and other stuff we'll touch on much more important or something to watch? >> i think labor is relatively de doug de minimis it happening at apple stores less than 10% on a global basis and certainly less than that in the u.s. clearly there could be incremental costs associated if union activity was organized over time but it's not material in the grand scheme of things for apple. >> tell me about apple and a.i.? almost reminds me of musical chairs who are the frenemies? how is it you all going to play out? what do you think the strategy will eventually be orcan anyon know at this point >> well, i think the important thing to recognize about apple is, it doesn't have to do this itself there's been sort of
hit that apple store, voted against unionizing joining us now on all the headlines, toni sacconaghi, bernstein senior research analyst. you positive on the stock right now, toni? >> good morning, joe yes. we are positive on the stock we upgraded or rating a couple weeks ago and think risk/reward on the name iis attractive at current levels. >> and is this, compared to what queer talking about and other stuff we'll touch on much more important or something to watch? >> i think...
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May 15, 2024
05/24
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BLOOMBERG
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bernstein upgrading general mills to market perform come expecting a stronger second half of 2024. we are looking ahead to cpi in retail sales. ed yardeni is back with us. we have been talking about defense and offense. i want to talk about which sectors do what? we mentioned utilities were almost exclusively defensive and now there is this ai theme. everything has changed. ed: is a moving target. i am sticking with what i've been promoting is overweight and that is technology. industrials. communication services. those continue to do well. we are seeing a lot of materials are doing quite well. copper related stocks are doing well. i think it is becoming early bull market. jonathan: a lot of people say we are late cycle. ed: i have 5400 on the s&p by the end of this week or the year. i am still working on the timing. jonathan: might be the end of this week. ed: than 6000 next year and 6500 by 2026. my forecast is a sustainable long-term bull market. lisa: he said the biggest risk right now is a melt up and any rate cuts by the federal reserve would be a huge mistake. why would a ra
bernstein upgrading general mills to market perform come expecting a stronger second half of 2024. we are looking ahead to cpi in retail sales. ed yardeni is back with us. we have been talking about defense and offense. i want to talk about which sectors do what? we mentioned utilities were almost exclusively defensive and now there is this ai theme. everything has changed. ed: is a moving target. i am sticking with what i've been promoting is overweight and that is technology. industrials....
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May 24, 2024
05/24
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joining us now on us a thill, bernstein senior research analyst. here we are. the summer is upon us. i thought the yolo situation was never going to, stop at some point. a ceiling to it. talking in the context of driving. it doesn't seem to be over >> people want to travel after that pandemic and after dealing with a couple years locked away, travel demand remains really, really strong. also i think there's something to the idea that the changes in work/life balance, remote work is -- adding a little to extra demand you mentioned, travel demand this summer should be up 6%, 7% relative to last year. >> are we still seeing a shift in terms of timing there was a moment sort of postpandemic, the hot day used to be friday friday afternoon sunday night then it moved from thursday night, you know, up to thursday night and back even on monday night. so are we seeing a switch in that kind of traffic >> yeah. definitely a change in terms of the cadence of when the most in-demand flights are. airlines started to adjust their schedules positioning themselves to stop runnin
joining us now on us a thill, bernstein senior research analyst. here we are. the summer is upon us. i thought the yolo situation was never going to, stop at some point. a ceiling to it. talking in the context of driving. it doesn't seem to be over >> people want to travel after that pandemic and after dealing with a couple years locked away, travel demand remains really, really strong. also i think there's something to the idea that the changes in work/life balance, remote work is --...
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May 2, 2024
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jonathan: market pricing echoing the conversation we had with bernstein over the last week, do you see the pricing of one rate cut this year as a weighted average of one possibility and not the most likely outcome? andrew: that's right. chair powell, with his multi-verse of outcomes yesterday, they could not cut at all, they could be cutting, what is important is the asymmetry of the reaction function. we don't need both softer inflation and a weaker labor market, just one of the other. lisa: it's fascinating to me that you expect 100 points and no soft landing. you think the damage will be done enough that 100 points of cuts won't be able to give a surge of stimulus into the economy soon enough to stave off a real downturn? andrew: this happens every monetary cycle and there is no good reason to think that this one will be different. higher-than-expected, even in the first quarter, keeping policy rates higher for longer, the higher for longer stage of the policy cycle. after that it's a weakening of the labor market, getting sharper after that. that is what is playing out now. jonatha
jonathan: market pricing echoing the conversation we had with bernstein over the last week, do you see the pricing of one rate cut this year as a weighted average of one possibility and not the most likely outcome? andrew: that's right. chair powell, with his multi-verse of outcomes yesterday, they could not cut at all, they could be cutting, what is important is the asymmetry of the reaction function. we don't need both softer inflation and a weaker labor market, just one of the other. lisa:...
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May 31, 2024
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there were high expectations for that service and in the post earnings call the ceo was questioned by a bernstein analyst who pointed out it was effectively zero as she expected demand to continue for the service business as dell stock more than tripled the last month. gap shares are surging in the premarket trade, up 24% with results topping wall street estimates and raising the outlook for the full year. all of the gap france had comparable sales out posting expectations. they added a new creative director in february and has turned to celebrities to boost visibility. that is your bloomberg brief. jonathan: if the 90's are back, abercrombie is back, shouldn't gap be back? lisa: i guess. annmarie: anne hathaway recently wore a cool looking shirt dress. i looked it up, it was from the gap. jonathan: you bought one? annmarie: i didn't, but i might check it out. jonathan: up next, signs of a slowdown. >> one cut, two cuts at the end of the year. we are looking for the economy to continue slowdown. jonathan: inflation data is on deck this morning. live from new york, good morning. ♪ [introspective
there were high expectations for that service and in the post earnings call the ceo was questioned by a bernstein analyst who pointed out it was effectively zero as she expected demand to continue for the service business as dell stock more than tripled the last month. gap shares are surging in the premarket trade, up 24% with results topping wall street estimates and raising the outlook for the full year. all of the gap france had comparable sales out posting expectations. they added a new...