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Mar 27, 2024
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and technology, altimeter's brad gerstner is with us exclusively today. we're going to get to his latest market thoughts in a moment. i know you want to hear from him on that. first, as you probably know as well from his appearances here, he's been on quite a mission to make sure the next generation is able to take part in this country's upside including a.i. and transformative technologies. he's mentioned a program called invest america on the show before his big idea has taken a very big leap forward with the naming of a ceo council, familiar names to many, who watch this network on a daily basis we'll show them, brad, on our wall as we welcome you to our program today. it's great to have you back. we're looking at this list which is an a-list of ceos in this country. how did you put it together? >> well, thanks for having me, scott. it's a great day and you said it, there are too few people participating in the upside of our markets, and, unfortunately, they're losing faith in capitalism. but warren buffett gave us the answer start with a really small
and technology, altimeter's brad gerstner is with us exclusively today. we're going to get to his latest market thoughts in a moment. i know you want to hear from him on that. first, as you probably know as well from his appearances here, he's been on quite a mission to make sure the next generation is able to take part in this country's upside including a.i. and transformative technologies. he's mentioned a program called invest america on the show before his big idea has taken a very big leap...
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Mar 26, 2024
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so that's a story we'll be watching another reminder, brad gerstner exclusive with us tomorrow join meafternoon. liz young, courtney garcia, jason hunter will be joining me then let's do "final trades." farmer jim, start us off >> cvs, coming back strong news today about amazon delivering prescriptions and the stock was down over 1% and it stormed back chart looks good >> jason >> ostco eps growth was up 19% in the last quarter it's been a little volatile. i like this one. >> target. i think they have $10 a share of earnings power >> good stuff. i'll see you on "closing bell. "the exchange" begins now. ♪ ♪ >>> thank you very much. welcome to "the exchange." here's what's ahead on the show today. we're in a bet fueled buyback driven market says one of our guests he sees scary corrections along the way. he's here to make that case. >>> japan's stock market hitting record highs we look at where the biggest opportunities are, as we continue our trip around the world this week. this stock down 30% from its may high the company with maximum stress, which is why one of our es
so that's a story we'll be watching another reminder, brad gerstner exclusive with us tomorrow join meafternoon. liz young, courtney garcia, jason hunter will be joining me then let's do "final trades." farmer jim, start us off >> cvs, coming back strong news today about amazon delivering prescriptions and the stock was down over 1% and it stormed back chart looks good >> jason >> ostco eps growth was up 19% in the last quarter it's been a little volatile. i like...
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Mar 28, 2024
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i want to get your take where brad gerstner is talking about the bubble. >> meta trading at 22 times.vidia trading at 31 times these are not bubble territory you have to get your forecast right. we continue to own thoses n nam in our portfolio. >> he is saying the markets are not in a bubble. do you agree or disagree >> first of all, i don't work in the equity space on that front, the fixed income markets are opportunistic. i think the enthusiasm you have seen in the equity markets does rest not on the issues in the economy, but enthusiasm with the secular trends like the adoption of a.i from a fixed income standpoint, this is ambiguous. we don't know the full impact on jobs and productivity. >> great to see you. have a great day >> thank you >> a quick programming note. watch cnbc.com for the pce report morgan brennan will be online with the number and news and the analysis full coverage starts at 8:15 a.m. tomorrow on cnbc.com. >>> time for the check of the top corporate stories with silvana henao. silvana. >> frank, good morning discover financial announcing ceo and president micha
i want to get your take where brad gerstner is talking about the bubble. >> meta trading at 22 times.vidia trading at 31 times these are not bubble territory you have to get your forecast right. we continue to own thoses n nam in our portfolio. >> he is saying the markets are not in a bubble. do you agree or disagree >> first of all, i don't work in the equity space on that front, the fixed income markets are opportunistic. i think the enthusiasm you have seen in the equity...
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Mar 20, 2024
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brad gerstner is the founder and host of bg2 podcast, which i love.pat gelsinger on intel chips award and it's bringing critical semiconductor supply chain back state side. is the chips act something you believe will work? >> i mean, it was great -- first great to be here, liz. i'm a big fan of yours as well, and it was great to hear pat make that case. as an american, you can't help but be excited about on shoring american manufacturing and one of the most critically important areas, you know, that we face, which is super building the next generation of super computers and chips that power them. but, we have our concerns about the ability of these companies to compete with the tsmcs of the world, nvidias of the world and i don't think it's an either or. i think it's an and. the u.s. should be investing in its own capabilities, but we also should acknowledge accident you know, if you listen to founder of tsmc, morris chang that ran a foundry in texas and they'll tell you the difficulties and we can read about them and they're having in arizona and i d
brad gerstner is the founder and host of bg2 podcast, which i love.pat gelsinger on intel chips award and it's bringing critical semiconductor supply chain back state side. is the chips act something you believe will work? >> i mean, it was great -- first great to be here, liz. i'm a big fan of yours as well, and it was great to hear pat make that case. as an american, you can't help but be excited about on shoring american manufacturing and one of the most critically important areas, you...
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Mar 28, 2024
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i think that's going to be where you start to see this dispersion or differentiation >> brad gerstner right here yesterday made the argument about the mega caps that the multiples are not in bubble territory. if you look at multiples, google is trading at 19 times, nvidia 31 times not in bubble territory. of course he was comparing those to the historical highs. you have to get it right we continue to own those names in our portportfolios. the sector leadership in the first quarter is more even than maybe some actually realize between tech and energy and financials almost neck and neck, and the top sectors over the past month, by the way, technology is at the bottom of a very crowded list led by energy and then materials and utilities and comp services and industrials and financials, and then technology. >> it's been a really broad rally. it's been lovely i've enjoyed it. i think, scott, you know, and viewers know i'm more broad in my exposure. i'm underweight tech i think the most useful two things i can say here are one to bring up a data point who points out after 130 observations
i think that's going to be where you start to see this dispersion or differentiation >> brad gerstner right here yesterday made the argument about the mega caps that the multiples are not in bubble territory. if you look at multiples, google is trading at 19 times, nvidia 31 times not in bubble territory. of course he was comparing those to the historical highs. you have to get it right we continue to own those names in our portportfolios. the sector leadership in the first quarter is...
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Mar 27, 2024
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brad gerstner told me earlier today that he bought shares this weekend.e best product engineer ceo on the planet, a stock that is sold off a lot. when everybody else is negative about things, like negative on tesla, that's really start getting excited. particularly when they are run by a founder as extraordinary a product leader is elon musk. >> let's get to fill lebeau for moe on that. >> when you look at the delivery numbers that we get next week, the consensus at least today, and i expect this to come down by monday, because will probably get the numbers by monday, the consensus is 71,000 vehicles delivered in the first quarter. last year, they did just over 422,000. there are a few whispers that there might be a rare year-over- year decline in deliveries. i'm not sure that will happen, but the morgan stanley estimate is getting attention today for 425. because it's coming from adam jonas. he will look to him and say, what are you expecting from tesla? if you take a look at the deliveries from tesla, last year they delivered 1.81 million. the expectati
brad gerstner told me earlier today that he bought shares this weekend.e best product engineer ceo on the planet, a stock that is sold off a lot. when everybody else is negative about things, like negative on tesla, that's really start getting excited. particularly when they are run by a founder as extraordinary a product leader is elon musk. >> let's get to fill lebeau for moe on that. >> when you look at the delivery numbers that we get next week, the consensus at least today, and...