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Jan 26, 2024
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go with the ai five from here forward, he says microsoft, nvidia, amd, taiwan semi, and broadcom those are the ones you should be focused on i will also say he likes meta a lot still and he's in it conspicuously absent is alphabet, we can debate, too, but what about the ai five focus on those stocks over what was the mag seven. >> listen, that dude is really smart. i'm not going to out technology glenn. i would just point out we could have made that same list in 1998 and none of those companies still exist in their form from back then. some of them do, but many of them spent decades as a shadow of their former selves i'm looking at you, intel and cisco. that's really, really tough to do that kind of thing. it's easy to say, here are the companies that right now have the most sales growth directly as a result of the ai revolution >> that's what he's saying let's take it for face value at that i don't think a lot of those are focusing on taiwan semi, for example. some were, but if the stock is up 13.5% year to date, were enough people -- enough people focused on broadcom, for example? >>
go with the ai five from here forward, he says microsoft, nvidia, amd, taiwan semi, and broadcom those are the ones you should be focused on i will also say he likes meta a lot still and he's in it conspicuously absent is alphabet, we can debate, too, but what about the ai five focus on those stocks over what was the mag seven. >> listen, that dude is really smart. i'm not going to out technology glenn. i would just point out we could have made that same list in 1998 and none of those...
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Jan 30, 2024
01/24
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broadcom has a valuation on parity with the s&p 500. a dividend growth rate of 15%, a good free cash flow margin and i think that's one of the big tech names you can still own in a good proportion along with microsoft and apple. maybe less so to some of the other big tech that are not growing their dividends because they are not paying a dividend. katie: you think about in those big tech names you mentioned amazon for example famously does not offer a dividend. is that alone enough to not go overweight amazon here? david: perhaps just be more cautious because they do generate significant free cash return to the shareholder. not paying a dividend has rewarded the shareholder. it still deserves merit for amazon but as an investor who likes to see a capital out location that they are giving money back to the shareholder rather than keeping it for future gains, i would like to see companies like that store to pay a dividend and then grow it at a double-digit pace like a microsoft or a broadcom. katie: we will have you back when they start p
broadcom has a valuation on parity with the s&p 500. a dividend growth rate of 15%, a good free cash flow margin and i think that's one of the big tech names you can still own in a good proportion along with microsoft and apple. maybe less so to some of the other big tech that are not growing their dividends because they are not paying a dividend. katie: you think about in those big tech names you mentioned amazon for example famously does not offer a dividend. is that alone enough to not...
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Jan 19, 2024
01/24
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but look who else is in there, broadcom. that is a record high. broadcom, paypal. m&t bank corporation and and ark md. so two chip names in there. you can see some of the same winners yesterday have not release ared their grip and, yes, i am talking about semiconductor orer names. after a rocking session yesterday, the music is still playing for the semiconductor sector. qualcomm, broadcom and nvidia are also hitting intraday records at the moment. the dow can, let's get to that, it's also well into all-time record range. it just needs 246 points to make history? right now it's up 4 the. 412. dow leaders, you've got travelers, top of the s&p and the and stop of the dow here. but intel and ibm are big names too. again, two tech names here. this 2-day rally has a greatly benefited the nasdaq as well because it's been feud by a.i. headlines, and we've got more of them. bloomberg reporting in the haas couple of ores that openai's sam altman is looking to raise billions of dollars to build out a network of a.i. chip factories. we've got at lot of a.i. chip makers on the
but look who else is in there, broadcom. that is a record high. broadcom, paypal. m&t bank corporation and and ark md. so two chip names in there. you can see some of the same winners yesterday have not release ared their grip and, yes, i am talking about semiconductor orer names. after a rocking session yesterday, the music is still playing for the semiconductor sector. qualcomm, broadcom and nvidia are also hitting intraday records at the moment. the dow can, let's get to that, it's also...
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Jan 16, 2024
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ed: two of your biggest holdings are nvidia and i believe also broadcom.go back to the magnificent seven discussion of last year. are those still eai ai stories in your mind? >> great question, we have owned nvidia since 2016 and broadcom about the same time. the reason for the duration of those holdings is that we look to those companies as key enablers with an artificial intelligence deployment. nvidia's more of a pure play in that arena. broadcom is a little different in the sense that it not only has ai custom part is that it makes for hyper scalars like will but also has a very strong portfolio of networking products we think are going to be essential within the ai ecosystem and beyond that, they have very strong market share and many other semiconductor businesses that may be more mature but the company has extraordinary pricing power that is sustained over the last decade and we think will extend for the next decade is well. another name you hold as amd and it's up almost 8% currently, putting it on track for its biggest jump since early december. m
ed: two of your biggest holdings are nvidia and i believe also broadcom.go back to the magnificent seven discussion of last year. are those still eai ai stories in your mind? >> great question, we have owned nvidia since 2016 and broadcom about the same time. the reason for the duration of those holdings is that we look to those companies as key enablers with an artificial intelligence deployment. nvidia's more of a pure play in that arena. broadcom is a little different in the sense that...
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Jan 19, 2024
01/24
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you bought more broadcom. >> i did. i made it a really big position. lamm is still biggest one, in the top five of my holdings, and broadcom is number six. i think they're going to see definitely a benefit from ai. i don't think it gets a lot of the credit trading at 25 times forward estimates but will see double digit total revenues in their ai business,their networking area, in custom compute business. the cyclicality part of their business, the semiconductor business, because they're tied more towards enterprise. i think we are going to see an uplift in enterprise throughout 2024. and then, of course, the vmware synergies. the market expansion from vmware could be something like 3100 basis points over the next two years. that is huge. you know i'm a margin person. you do that plus double digit revenues, you have huge operating leverage. i think that 25 times multiple it was trading at today probably looks more like 20, 21 times. >> shannon, do you just ride the semis here? do you believe that raymond james, what they say, that ai is just a game chan
you bought more broadcom. >> i did. i made it a really big position. lamm is still biggest one, in the top five of my holdings, and broadcom is number six. i think they're going to see definitely a benefit from ai. i don't think it gets a lot of the credit trading at 25 times forward estimates but will see double digit total revenues in their ai business,their networking area, in custom compute business. the cyclicality part of their business, the semiconductor business, because they're...
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Jan 8, 2024
01/24
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>> i like broadcom, it has a number of things going for.familiar, it's not a semiconductor business but it's not for. business software business as much, bigger -- 40% of the revenue now. for their semiconductor business, in a world where people are worried about numbers, they de-risk to the semiconductor segment. they're guiding their non a.i. pieces anywhere from high single digits all the way to high teens depending on the segment. david today i, story second best a.i. story in the space, i think, after nvidia. they're involved in making custom compute off-load a six with hyperscale doing their own a.i. chips as well as networking. that's very strong. actually bridging the gap from the shortfalls of some of their other businesses, which are cyclical shortfalls. in the meantime, they did just by vm where -- you're going to run into a 2025 broad column, by the time all the synergies are, in they'll be doing close to 60 bucks a share and eps on i-70, is popping up on 80% gross margin and 30 billion dollars in free cash flow. and it's cheap.
>> i like broadcom, it has a number of things going for.familiar, it's not a semiconductor business but it's not for. business software business as much, bigger -- 40% of the revenue now. for their semiconductor business, in a world where people are worried about numbers, they de-risk to the semiconductor segment. they're guiding their non a.i. pieces anywhere from high single digits all the way to high teens depending on the segment. david today i, story second best a.i. story in the...
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Jan 19, 2024
01/24
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one name we've gotten right is broadcom and they look at it as $1,200 stock. but valuation-wise, it's reasonable, especially in the space, 21 times next year, with the growth rate that actually makes sense, he mentioned the vm ware deal, 100%. they're off cycle. the report late februaryish. coldman sax rised the price target and a lot of analysts will have to raise the price target in earnings. >> news alert on microsoft, a cyberbreach there, cnbc's megan kasella has more. >>> microsoft is saying this evening a nation state actor affiliated with russia attacked its corporate system and gained access to a small percentage of microsoft corporate email accounts, including what the company says were members of the senior leadership team. the company detected the attack a week ago on january 12th, and it's saying tonight that they do not believe there are to be any material impact on the company at this time. microsoft identified the attacker as midnight blizzard, a russian state-sponsored actor also known as novelium and it says the attack began in november 2023.
one name we've gotten right is broadcom and they look at it as $1,200 stock. but valuation-wise, it's reasonable, especially in the space, 21 times next year, with the growth rate that actually makes sense, he mentioned the vm ware deal, 100%. they're off cycle. the report late februaryish. coldman sax rised the price target and a lot of analysts will have to raise the price target in earnings. >> news alert on microsoft, a cyberbreach there, cnbc's megan kasella has more. >>>...
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Jan 24, 2024
01/24
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very productive >> broadcom's stock price is 1234 right now $1234.56 that can't be right. >> how dide entertainment business >> $1234.56 was on there >> you are amazing >> that was an amazing moment right there. >> david just made historic news that's about -- >> we don't even have the quote on the screen. >> $12.6 million something or other. >> there it is again it went away it was $1234.56. it went away >> i have to tell you -- >> avgo, guys, back in the booth, is the symbol we're talking about. >> i have to tell you -- >> you like this stock >> are you kidding it's hock tan. he always gets his man you just had the fastest tightening cycle in the history of whatever, and the steel companies are -- nucore is coming back to an all-time high. truck company. what a weird tightening. >> less than a hundred billion now separates broadcom market cap from tesla's, jim, and a lot of discussion about what we're going to get tonight looking for clarity on the ev deceleration, delivery data for the year and auto gmx credit >> yes, and you know, maybe some mention of the pick-up don't know it's
very productive >> broadcom's stock price is 1234 right now $1234.56 that can't be right. >> how dide entertainment business >> $1234.56 was on there >> you are amazing >> that was an amazing moment right there. >> david just made historic news that's about -- >> we don't even have the quote on the screen. >> $12.6 million something or other. >> there it is again it went away it was $1234.56. it went away >> i have to tell you --...
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parliamentary committee for the base, had all essential pull the package to the prime minister and broadcom has been sentenced to 10 years in jail for revealing state secrets. cons already 7, a 3 year term and a separate corruption case and is banned from stomach and next week's general election. legal fees. this case will appeal this latest offensive german airport security staff are planning a nationwide strike full size day. that's according to the gym and trade. you validate it with the light is still a series of strikes to hit the transport sector make calls for passive pay, working hours human trials have begun in the us, but you know, must new or link brain implants chip is the max that the 1st patients already being implanted and is recovering well, the chips act as a brain computer interface ends are intended to help people with lim disabilities. well, amputations control devices around the us. as a friend's revenue 5 minutes a gabrielle, italicize. he's introducing controls on foreign food products to ensure the competition as fond the states and nationwide protests that using tra
parliamentary committee for the base, had all essential pull the package to the prime minister and broadcom has been sentenced to 10 years in jail for revealing state secrets. cons already 7, a 3 year term and a separate corruption case and is banned from stomach and next week's general election. legal fees. this case will appeal this latest offensive german airport security staff are planning a nationwide strike full size day. that's according to the gym and trade. you validate it with the...
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Jan 23, 2024
01/24
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the broadcom vmware merger stock is on a tear. you show ibm at quite the opposite.undred years ago. everybody thought that was a square peg in a round hole. it is not. this is a company now that can progress and turn the a.i. trade into a profitable part of the business. you are speculating a little bet less with the old school companies. you don't want to mention cisco in the acquiacquisition, but acquisition is starting to pay off. >> kevin, thank you. that does it for us. "squawk box" system is coming u. thank you for watching. is that a qr code? dr. stafford makes you feel at ease. thanks rash! you've got more options than you know. book now. ♪ ♪ you've got more options than ♪ ♪ know. ♪ ♪ >>> good morning. voting is already under way in some parts of new hampshire as the state's presidential primary kicks off. we have to mention dixville notch. it is almost like gobbler's knob. nikki haley won 6-0. details straight ahead. >>> united airlines shares soaring after the full-year guidance was impressed by the street. we have an interview with scott kirby. >>> and se
the broadcom vmware merger stock is on a tear. you show ibm at quite the opposite.undred years ago. everybody thought that was a square peg in a round hole. it is not. this is a company now that can progress and turn the a.i. trade into a profitable part of the business. you are speculating a little bet less with the old school companies. you don't want to mention cisco in the acquiacquisition, but acquisition is starting to pay off. >> kevin, thank you. that does it for us. "squawk...
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Jan 13, 2024
01/24
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. >> now to order, call 1-800- 4784064 or go to get bullseye broadcom so call one 840 784064 or orderw the iowa caucuses, the first presidential election results. martha maccallum and bret baier, anchor special live coverage, democracy 24. your freedom, your vote. right here on fox news. >> america is watching. >> okay. it's time now for one more thing, greg. oh, we got a great show tonight. we got tod, pyro morgan, ortega, vivek ramaswamy, kat timpf and tires the debate. it's pretty interesting. he had a town hall, an emergency town hall tonight on our show in a gas station convenience store. >> hit it. he wanted to address the elephant in the room. the midwest, however, the gas station. hey, they. hey, can you give me a two liter bottle of fanta? thank you. great, great, great dr. pepper. man, i was just a dr. pepper guy. >> it's amazing. during a storm, he pulled over and we did the town hall. >> let's do this. >> watch that tonight. >> don't even. okay, so let's guess. i remember how to do this. i put in the sound and then you guys. >> yeah, we get. yes. all right. played the soun
. >> now to order, call 1-800- 4784064 or go to get bullseye broadcom so call one 840 784064 or orderw the iowa caucuses, the first presidential election results. martha maccallum and bret baier, anchor special live coverage, democracy 24. your freedom, your vote. right here on fox news. >> america is watching. >> okay. it's time now for one more thing, greg. oh, we got a great show tonight. we got tod, pyro morgan, ortega, vivek ramaswamy, kat timpf and tires the debate. it's...
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Jan 3, 2024
01/24
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. >> how vulnerable then, scott, is a broadcom? how vulnerable is a lam, any of these names that helped the smh to the best year? >> everyone is on the same side of the boat right now. there was massive chasing going on because there was mattive portfolio management underperformance. everyone was just jumping in. these stocks take a breather. could we see back end filling? sure. could the stocks correct 10%, 15%? sure. they're still up massively from last year. i don't have a problem taking profits. i don't have a problem taking profits in a broadcom. i've made a lot of money. that valuation is reasonable to me, 23 times forward. they've guided from 10% to 25% in two years. are they getting double and triple ordering on lam? it doesn't have 1%% to do with it. we heard from micron it's bottoms. i'm much more inclined to add to both of those two but i have no problem taking profits. >> bryn, i have to hear from you on nvidia, you were early in it. what about that note and that question, what if ai is another cycle? the implication th
. >> how vulnerable then, scott, is a broadcom? how vulnerable is a lam, any of these names that helped the smh to the best year? >> everyone is on the same side of the boat right now. there was massive chasing going on because there was mattive portfolio management underperformance. everyone was just jumping in. these stocks take a breather. could we see back end filling? sure. could the stocks correct 10%, 15%? sure. they're still up massively from last year. i don't have a...
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Jan 25, 2024
01/24
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you know i was recently buying broadcom. that was a big purchase but in terms of the other seven, i really own alphabet and i'm subtly underweight. i think there's other ways you could win in technology. with the same theme, as i mentioned, broadcom, certainly is the data center with ai, networking. and it is cheap. it is not expensive at 24 times given the growth. but i also own other things. we can talk about ibm pick it's really good cash flow. ctw, i'm playing the pc cycle and lamb research, i'm playing that way for equipment to spend and that is increasing and the company raise their for the first time and three quarters. there are places you can be intact but i also like that just given that goldilocks number we saw today in gdp with better growth and lower inflation, that is going to translate into a broadening out of better earnings across different sectors. you know i have been really diversified and spending my time and energy on other parts of the market because i think that's where the value really is. >> glen is
you know i was recently buying broadcom. that was a big purchase but in terms of the other seven, i really own alphabet and i'm subtly underweight. i think there's other ways you could win in technology. with the same theme, as i mentioned, broadcom, certainly is the data center with ai, networking. and it is cheap. it is not expensive at 24 times given the growth. but i also own other things. we can talk about ibm pick it's really good cash flow. ctw, i'm playing the pc cycle and lamb...
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Jan 22, 2024
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i expect that to broaden out in the next few years and i expect to see broadcom or amd and memory, for example, micron will be a play on this going forward and even some of the network connectivity chips and companies like marvel and broadcom will benefit. any supplier that do data center to benefit from ai and on top of that there's a lot of talk of ai and people are talking about ai pcs and ai smartphones and it's a very, very early days and it's difficult to put a number on the duration of this catalyst, but i think it will be big. >> as you look, people can't get enough of nvidia, and i see you have a $700 price target on that stock. >> yeah. >> wow. >> look, valuation wise, it is not that expensive even though the stock has had a massive run and the estimates have gone up even more. this is a stock that used to trade at 40 times at forward estimates and right now it's 30 times and i think there's some concern that things can slow down a bit. we don't see that in the short term and things could take a pause for a quarter or two and we don't want to get too worried about it because
i expect that to broaden out in the next few years and i expect to see broadcom or amd and memory, for example, micron will be a play on this going forward and even some of the network connectivity chips and companies like marvel and broadcom will benefit. any supplier that do data center to benefit from ai and on top of that there's a lot of talk of ai and people are talking about ai pcs and ai smartphones and it's a very, very early days and it's difficult to put a number on the duration of...
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Jan 19, 2024
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the broadcom piece that i saw was, goldman, broadcom is going to be up 50 right from the get-go. >> goldmaneinstates at a buy. >> you know they bought vmware, which raises their multiple. we know that they're already cashiering certain divisions. we know they've got big a.i. they've been a partner for a long time with nvidia. hock tan, when he makes an acquisition, david, you know he extract wealth from it. >> well, the stock took off toward the end of last year. >> what was it? $800 in august? >> after the vmware deal closed. >> true, true, true. >> and we know the market value has, of course, moved up accordingly into the half a trillion range. $535 billion if you're keeping track. >> why don't people talk about broadcom as being an important part of the a.i. chain? >> i don't know, why don't they, jim? >> i think because hock tan quietly does his thing. >> maybe he should do some videos like mark does. >> i'll ask hock to come on. i'll ask zuckerberg to come on. i'll ask anyone to come on. >> by the way, just coming back to meta, given we just listened to zuckerberg, and you're talking a
the broadcom piece that i saw was, goldman, broadcom is going to be up 50 right from the get-go. >> goldmaneinstates at a buy. >> you know they bought vmware, which raises their multiple. we know that they're already cashiering certain divisions. we know they've got big a.i. they've been a partner for a long time with nvidia. hock tan, when he makes an acquisition, david, you know he extract wealth from it. >> well, the stock took off toward the end of last year. >> what...
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Jan 19, 2024
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the firm forecast double digit revenue growth for broadcom's a.i.ell as recovery in its semiconductor division. that stock up 6%. mike? >> pippa, thank you very sent. a big contributor for the upside. check on the s&p 500 as we come to the close. up 1.2%. just about the prior closing high from two years ago. about 47 97. comfortably in that record high territory. still ahead, shifting gears. for changing up his production plans for some of the top vehicles. all the vehicles and what itghme mit an for stocks straight ahead. closing bell will be right back. ts that matter, but you can invest in them. at t. rowe price our strategic investing approach can help you build the future you imagine. t. rowe price, invest with confidence. they're waiting for you. hey, do you have a second? they're all expecting more. more efficiency. more benefits. more growth. when you realize you can give your people everything, and more. thank you very much. [applause] ask, "now what?" here's what. you go with prudential to protect, empower and grow. with everything you nee
the firm forecast double digit revenue growth for broadcom's a.i.ell as recovery in its semiconductor division. that stock up 6%. mike? >> pippa, thank you very sent. a big contributor for the upside. check on the s&p 500 as we come to the close. up 1.2%. just about the prior closing high from two years ago. about 47 97. comfortably in that record high territory. still ahead, shifting gears. for changing up his production plans for some of the top vehicles. all the vehicles and what...
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Jan 20, 2024
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or go to get bullseye broadcom.call 1-800- 4784064 or order online at get bullseye broadcom order now. >> attention ring families in september 20, 23, the u.s. navy announced an elective option offering cash awards of between 100 and $550,000 for victims of camp lejeune. the navy also released a list of qualifying medical conditions connected to the toxic water exposure. these include blood and other cancers, parkinson's and kidney disease. cash awards are available to marines and civilians exposed for at least 30 days to the toxic water at camp lejeune, with qualifying injuries. >> cash awards are also available to the surviving spouses and children of, these same qualifying marines and civilians, before they die. you may qualify even if your loved one died decades ago. we charge a 20% attorney's fee on elective option claims. we advance all costs which are deducted from your 80% share. only if we win, call the meyer blair law firm at one 846 seven 3800 for a free no risk consultation. that's 1-800- 467 3800. let u
or go to get bullseye broadcom.call 1-800- 4784064 or order online at get bullseye broadcom order now. >> attention ring families in september 20, 23, the u.s. navy announced an elective option offering cash awards of between 100 and $550,000 for victims of camp lejeune. the navy also released a list of qualifying medical conditions connected to the toxic water exposure. these include blood and other cancers, parkinson's and kidney disease. cash awards are available to marines and...
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Jan 27, 2024
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. >> now to order, call 1-800- 4784064 or go to get bullseye broadcom.so call 1-800- 4784064 or order online and get bullseye broadcom order now want to see gutfeld live in new york come to duckduckgo on all your devie duckduckgo comes with a built-n engine like google, but it's pi and doesn't spy on your searchs and duckduckgo lets you browse like chrome, but it blocks cooi and creepy ads that follow youa from google and other companie. and there's no catch. it's fre. we make money from ads, but they don't follow you aroud join the millions of people taking back their privacy by downloading duckduckgo on all your devices today. so we are american made from beginning to end. shop now at show allegiance .com. >> go, go, go, go. those corner. let's go. go, go, go, go.. who's gonna. let's. >> he's the man with a flair a for great underwear. ain of yes. welcome to dutch corner, where we pick the brain of fashion iconon dou doug dpi. so, first of all, big. >> you've got big foot behind me. what is that? no. ? , that's you.s yo oh. so obviously are known forg
. >> now to order, call 1-800- 4784064 or go to get bullseye broadcom.so call 1-800- 4784064 or order online and get bullseye broadcom order now want to see gutfeld live in new york come to duckduckgo on all your devie duckduckgo comes with a built-n engine like google, but it's pi and doesn't spy on your searchs and duckduckgo lets you browse like chrome, but it blocks cooi and creepy ads that follow youa from google and other companie. and there's no catch. it's fre. we make money from...
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Jan 12, 2024
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or go to get bullseye broadcom so call 1-800- 4784064 or order online at get bullseye broadcom. order now why the way you start your day makes all the difference. >> i choses. cheer with ultimate confidence fresh clean threads. all right. so with the iowa caucuses just four days away, the republican primary is now taking shape. it's game time. last night, governor ron desantis and nikki haley, they squared oflast nf i. debate before monday and the two sparred over a number of topics. >> let's take a look. >> you know, i debated the governor of california, gavin newsom. you know, i thought he lied a lot, man. nikki haley gives him a run foir his money and she may even be more liberal than gavin newsom is. >> i will tell you that, when i was governor of south carolina, we passed the toughest illegal immigratio na we pa n law in the country. obama sued us over it and we won. >> under her administration, you would have seniors getting less cost of living adjustments while your tax dollars are going to pay the pensionoins of ukrainian bureaucrats. >> not to talk about putting america
or go to get bullseye broadcom so call 1-800- 4784064 or order online at get bullseye broadcom. order now why the way you start your day makes all the difference. >> i choses. cheer with ultimate confidence fresh clean threads. all right. so with the iowa caucuses just four days away, the republican primary is now taking shape. it's game time. last night, governor ron desantis and nikki haley, they squared oflast nf i. debate before monday and the two sparred over a number of topics....
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Jan 30, 2024
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enter a hospital in the occupied westbank until 3 palestinians, former pakistani prime minister and broadcom gets 10 years in jail. so leaking state secrets will be live and it's on the back end. the leader of hong kong says the territories national security law needs tightening to include treason, insurrection, and espionage. the we begin in gaza where israel's bombing campaign has continued unabated strikes. targeted a home in rough up where a number of people were sheltering and it is believed everyone inside has been killed. 3 people were killed when soldiers struck a car in the state of the refugee camp. and several palestinians have been detained after a rate on guns. a city airstrikes also target to be allowed to a hospital that's in the jamalia refugee camp in northern guns. it's the largest refugee camp in the strip. at least 5 people are injured. many parts of the hospital are now out of service, and ambulances have been damaged beyond repair. this house is yours, honey. matt, who joins us from ross and southern gaza. honey, can, can i get you to address the, the reason behind what
enter a hospital in the occupied westbank until 3 palestinians, former pakistani prime minister and broadcom gets 10 years in jail. so leaking state secrets will be live and it's on the back end. the leader of hong kong says the territories national security law needs tightening to include treason, insurrection, and espionage. the we begin in gaza where israel's bombing campaign has continued unabated strikes. targeted a home in rough up where a number of people were sheltering and it is...
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Jan 19, 2024
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they're saying such strong demand is coming from artificial intelligence and with this, look, broadcomcomm up 3%. nvidia is up 2%, a record high for the seven time in nine sessessions and up ten 10 and 1% in this young year just on nvidia. stuart: $582 a share as we speak. mamacys. lauren: laying off 3.5% of staff and more than 2300 workers and close five store this is year. stock's down 3%. typically that's cost cutting and reorganization and the stock would go up. not this time. stuart: no, the department stores are in trouble. lauren: yeah. stuart: that's the way it is. thanks, lauren. coming up, a group of tech billionaires revealing plans for ewe taupen community in -- utopian community in california. sounds farfetched. ever wanted a signed kobe bryant trading card with a piece of jersey on it. ken goldin has one up for auction and how much to shell out to get it. remember this, way back in may, steve cortez a former trump adviser told us he was backing ron desantis for president. watch this. >> idea of a rematch, of a re-mash of biden versus trump and something this country overw
they're saying such strong demand is coming from artificial intelligence and with this, look, broadcomcomm up 3%. nvidia is up 2%, a record high for the seven time in nine sessessions and up ten 10 and 1% in this young year just on nvidia. stuart: $582 a share as we speak. mamacys. lauren: laying off 3.5% of staff and more than 2300 workers and close five store this is year. stock's down 3%. typically that's cost cutting and reorganization and the stock would go up. not this time. stuart: no,...
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Jan 23, 2024
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it's there for broadcom, for kla corp and lamm research.'s why they are outperforming ref to other companies. >> are we going to, kristina, get to a better place in terms of the favorite rhetoric? >> he has a point. that's why you've seen five straight quarters and consensus is management will continue to guide negative. they're still going through the bottom. that plays a role why they are hesitant buying into the name. texas instruments is more diversified and that could be seen as a positive. >> a lot of appreciation after last earnings to now. we'll see and you'll tell us in "overtime." >> definitely. >>> freeport, csx and others. the trades next. what do you ? these straps are mind-blowing! they collect hundreds of data points like hrv and rem sleep, so you know all you need for recovery. and you are? i'm an investor...in invesco qqq, a fund that gives me access to... nasdaq 100 innovations like... wearable training optimization tech. uh, how long are you... i'm done. i'm okay. - after military service, you bring a lot back to civilian
it's there for broadcom, for kla corp and lamm research.'s why they are outperforming ref to other companies. >> are we going to, kristina, get to a better place in terms of the favorite rhetoric? >> he has a point. that's why you've seen five straight quarters and consensus is management will continue to guide negative. they're still going through the bottom. that plays a role why they are hesitant buying into the name. texas instruments is more diversified and that could be seen...
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Jan 25, 2024
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nvidia and broadcom and lam research amd up 1%. nvidia is doing the best of all of the stocks on this board which is up 1.25%. perhaps helping that sector more today is ibm shares taking off after the top and boughttom lines earnings bet we will get more coming up here sayis a look at the needs the ten-year note is up to 4.35. look at oil here with the wti trading at $76.25 a barrel up 1.5%. brent crude trading at $81.15 a barrel >>> that is the setup. we turn washington, d.c. the white house revealing $5 billion for 37 major projects across the u.s the largest item is $1 billion for the replacement for the blacknick bridge the president will visit the bridge two years after he celebrated the infrastructure law signing. we will have more on this later on in the hour. >>> turning back to the market and stocks key to the market action is the fourth quarter gdp report out at 8:30 a.m economists are expecting a 2% increase compared to the 4.9% read that potential slowdown highlighting the impact of higher interest rates which are now a
nvidia and broadcom and lam research amd up 1%. nvidia is doing the best of all of the stocks on this board which is up 1.25%. perhaps helping that sector more today is ibm shares taking off after the top and boughttom lines earnings bet we will get more coming up here sayis a look at the needs the ten-year note is up to 4.35. look at oil here with the wti trading at $76.25 a barrel up 1.5%. brent crude trading at $81.15 a barrel >>> that is the setup. we turn washington, d.c. the...
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Jan 3, 2024
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. >> neither does broadcom.t if people are not buying iphones, they are not buying samsung. at the same time, pc market, a lot of commentary going into this year. it is bound to recover. we finally hit rock bottom. maybe that can benefit some of the names i just rattled off but when apple walls, all of these names follow along with it. >> apple has a high reckoning. wasn't apple, within the past week, 10 days within dollars of an all-time high? >> yes. november and december, they were at that market cap mark again. like you said, all-time highs last summer. here we are again. >> once again, we are wringing our hands over this one downgrade. >> i also wonder if we are experiencing a leadership shift. apple has been moving important stocks for a long time. is microsoft starting to edge in? >> i am watching it every day, tick by tick. microsoft has the ai narrative. they are on the software side, the leader as far as what they are selling. apple has nothing to show. everyone wants to see something, what does apple
. >> neither does broadcom.t if people are not buying iphones, they are not buying samsung. at the same time, pc market, a lot of commentary going into this year. it is bound to recover. we finally hit rock bottom. maybe that can benefit some of the names i just rattled off but when apple walls, all of these names follow along with it. >> apple has a high reckoning. wasn't apple, within the past week, 10 days within dollars of an all-time high? >> yes. november and december,...
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Jan 2, 2024
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nvidia and broadcom and microsoft were last year's best performers.it was of more than 240% but today the tech buyers are taking a breather. guy: great stuff, thank you very much indeed. let's fold that into our question of the day -- how do you hedge 2024? mark zandi joins us now to continue the discussion. let's look ahead for the year. let's figure out exactly what it will look like from an economic point of view. do we get no landing, a soft landing or a hard landing, how do you handicap those risks? >> i'm confident that the economy will land. it won't be a hard landing which means recession. the odds of that are receding ready quickly with inflation coming in recently in the fed ready to ease policy. i'm not sure soft landing is the right description but i'm sure there will be points when it will feel uncomfortable and it won't be a straight line. anything that's not a recession i would consider to be a soft landing for 2024. let's call it a soft landing with caveats. sonali: one of those being the rest the economy gets hot. what is the risk of
nvidia and broadcom and microsoft were last year's best performers.it was of more than 240% but today the tech buyers are taking a breather. guy: great stuff, thank you very much indeed. let's fold that into our question of the day -- how do you hedge 2024? mark zandi joins us now to continue the discussion. let's look ahead for the year. let's figure out exactly what it will look like from an economic point of view. do we get no landing, a soft landing or a hard landing, how do you handicap...
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Jan 25, 2024
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he's out "seven samurai," by the way -- it's the six samurai >> could be lilly or broadcom, one or thether, right? >> absolutely. >> they're on the come >> there is a moment, by the way, where musk admits that nvidia is better than what he has. and that's shattering. then, you know, you default to, like, battery life and solar and it was all over the map, david it was stream of consciousness you know who it was? geez it was absalom absalom it was faulkner. >> you're coming back to these shores from the uk >> i think "absalom, absalom" is one of the greatest books every but you have to read it in conjunction with the bible he wants to have two classes of stock. there seems to be this sense -- you can go otherwise -- that he sold too much stock for some reason and now, he wants the stock back >> well, but it's not about economics, and of course, he did sell a lot of stock to fund the purchase of twitter without a doubt, which you were referring to there or, excuse me, x, thank you. >> get with the program. >> yeah. sorry about that but he does feel as though he wants a dual class structu
he's out "seven samurai," by the way -- it's the six samurai >> could be lilly or broadcom, one or thether, right? >> absolutely. >> they're on the come >> there is a moment, by the way, where musk admits that nvidia is better than what he has. and that's shattering. then, you know, you default to, like, battery life and solar and it was all over the map, david it was stream of consciousness you know who it was? geez it was absalom absalom it was faulkner....
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Jan 12, 2024
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i just think that broadcom is the one that is the way to play this.expensive. >> how about this regeneron call? rbc goes to overweight or outperform. 1076, jim, would be upside. >> this call is fantastic. and i say that because earlier this week, glen, who was on "mad money" at jpmorgan, people felt that his new -- let's just call it the more powerful drug, the one where you shoot it in your eye, macular degeneration, was disappointing. the numbers missed. what a buying opportunity. regeneron has a fantastic pipeline, and don't forget, they think that they have a holy grail obesity drug that would make it so you don't lose muscle. obviously, what happens with these obesity drugs is you lose everything across the board, and if you lose muscle and you're someone who's a senior citizen, you can't get the muscle back. i like this call. i think it's terrific. >> biggest laggard, jim, on the ndx, is tesla. we mentioned the production cuts in berlin. we talked to hertz yesterday about them cutting a third of their ev fleet. cutting prices in china. a piece t
i just think that broadcom is the one that is the way to play this.expensive. >> how about this regeneron call? rbc goes to overweight or outperform. 1076, jim, would be upside. >> this call is fantastic. and i say that because earlier this week, glen, who was on "mad money" at jpmorgan, people felt that his new -- let's just call it the more powerful drug, the one where you shoot it in your eye, macular degeneration, was disappointing. the numbers missed. what a buying...
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Jan 24, 2024
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advanced microdevices, broadcom, a lot are trading at highs you can kind of see here a breakout happening for this particular etf we'll see if it remains a leadinglead ing indicator. and one other place to watch, it's not all green the single worst performing stock in the s&p 500 today, and it's a big one, is dupont, down 13% after preannouncing results that came largely below expectations the company expects some of those weakness trends to continue in the current quarter. again, that preannouncement is driving a lot of the downside action in due point, down 13%. one to watch there with the stock's market at record highs back over to you >> dom chu, thank you very much. >>> our next guest says that all the capital going into the magnificent seven stocks has created opportunity in what he calls the forgotten stocks one of them, verizon he called it a better investment than tesla six months ago, and so far so good joining us now, mai capital chiefs equity strategist chris, welcome walk us through that verizon call verizon has been a sleepy dog lately that's the truth, tyler, but th th ther
advanced microdevices, broadcom, a lot are trading at highs you can kind of see here a breakout happening for this particular etf we'll see if it remains a leadinglead ing indicator. and one other place to watch, it's not all green the single worst performing stock in the s&p 500 today, and it's a big one, is dupont, down 13% after preannouncing results that came largely below expectations the company expects some of those weakness trends to continue in the current quarter. again, that...
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Jan 19, 2024
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broadcom, up 4%.dia up, the reason why it's important, tyler, every single one of these has hit a record high today. so just a slate of different companies, including big tech names to watch for sure. and microsoft still just a hair bigger than apple in terms of market cap. big tech, a big deal. back over to you. >> dom, thank you very much. we'll see you later. >>> tech is where we start today. apple helping to push the turn around, up 2% this week with another call today. this one from evercore isi. the upcoming earnings could be a catalyst and might prove the outlook for china and apple vision pro are better than some of the doom sayers. joining us now is the person behind that call. welcome. good to have you with us. >> thanks for having me. >> let's talk about apple and why you see it in a positive light. it has gotten -- it's been caught in a lot of cross currents. some people not liking it, penalizing it. others like you liking it a good deal more. >> yeah. listen, you've had a few headwinds in
broadcom, up 4%.dia up, the reason why it's important, tyler, every single one of these has hit a record high today. so just a slate of different companies, including big tech names to watch for sure. and microsoft still just a hair bigger than apple in terms of market cap. big tech, a big deal. back over to you. >> dom, thank you very much. we'll see you later. >>> tech is where we start today. apple helping to push the turn around, up 2% this week with another call today. this...
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Jan 2, 2024
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i sold out of some of my broadcom several weeks ago along with uber and jpmorgan. i'm comfortable. >> a lot of people do that, and what's so funny and what's frustrating for the bears, once they do that, they might sit in cash for a couple of days. and then they say, all right, what else do i buy? and, yeah, they can go buy a small cap value stock. they can go buy, you know, an $800 million publicly traded thrift bank. how long are you going to sit in that stock when it doesn't do anything? these names get revisited later on. all right, i tried the broadening out trade. i bought some other stuff. i picked up some biotechs. they don't have a phase three thing for nine months. what am i doing? they go back into the same 50 names we've been talking about for the last year. i think that's what the first quarter will look like. >> there's a simple exercise to alleviate our concern, and it's simple. you say to yourself, i'm selling out of something. what am i doing with the cash? what exactly am i buying? i know what i bought when i sold out of those. >> that's what i wa
i sold out of some of my broadcom several weeks ago along with uber and jpmorgan. i'm comfortable. >> a lot of people do that, and what's so funny and what's frustrating for the bears, once they do that, they might sit in cash for a couple of days. and then they say, all right, what else do i buy? and, yeah, they can go buy a small cap value stock. they can go buy, you know, an $800 million publicly traded thrift bank. how long are you going to sit in that stock when it doesn't do...
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Jan 15, 2024
01/24
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poor man's nvidia, broadcom, we own that.ervice now directs traffic and taking on the cloud and generative a.i. computing. they're taking share of i.t. spend. then i.t. spending will go up next year and more of it will be spent on cloud computing and generative a.i. that is the space you want to be in, not hardware. oracle is another name, cheaper version of cloud computing they have done a good job capturing that market. lauren: microsoft a leader when it comes to artificial intelligence. on friday, microsoft's market cap is $12 billion more than apple. it is the most valuable company in the world for the first time in two two years. can apple, iphone 15 sales stalled. can microsoft and "the magnificent seven" maintain this rally that we're seeing or do things need to be rejiggered if you will? >> no, i think they can, lauren. don't forget most of these companies have fortress balance sheets as well. they're actually benefiting from higher interest rates because of the cash on the balance sheet is earning a lot more money th
poor man's nvidia, broadcom, we own that.ervice now directs traffic and taking on the cloud and generative a.i. computing. they're taking share of i.t. spend. then i.t. spending will go up next year and more of it will be spent on cloud computing and generative a.i. that is the space you want to be in, not hardware. oracle is another name, cheaper version of cloud computing they have done a good job capturing that market. lauren: microsoft a leader when it comes to artificial intelligence. on...
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Jan 8, 2024
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. >> simeon segal, apple is by far the biggest drain and up 69 points and broadcom the second biggestish on apple and expecting an earnings beat and seeing positive news flow around the vision pro headset like me, llwi help keep its shares a float and how much that can provide? that's next. let's partner for. i'm so glad we did this. edward jones only at vanguard you're more than just an investor you're an owner. that means your priorities are ours too. our retirement tools and advice can help you leave a legacy for the ones you love. that's the value of ownership. >>> welcome back. shares of apple are off to their worst start since 1982. critics say the company's lack of a clear ai business plan is partly to blame, but morgan stanley today saying they do have a stealth ai strategy. deidre bosa joins us for today's tech check. >> that's right. apple hasn't had the ai halo that others like microsoft and google and amazon have been able to rely on when the core business isn't performing the way it's supposed to necessarily, but tim cook's strategy, it has focused on integrating ai withi
. >> simeon segal, apple is by far the biggest drain and up 69 points and broadcom the second biggestish on apple and expecting an earnings beat and seeing positive news flow around the vision pro headset like me, llwi help keep its shares a float and how much that can provide? that's next. let's partner for. i'm so glad we did this. edward jones only at vanguard you're more than just an investor you're an owner. that means your priorities are ours too. our retirement tools and advice can...
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Jan 12, 2024
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other chip names, marvell and broadcom getting some buzz, and helping to push up the semi.g into that new normal we talked about this week. and new opportunities emerging. the ibg software etf up 6% since monday. and the deal chatter that continues to roll in, we had hpe and juniper, that was an unexpected deal. and there's now reports of private equity looking into docu sign. we've got to mention earnings. that could derail this optimism from this week. 2024 guide, they will be key. that is where worries could come in and investors could take a hard look at some of these early gains. one name that i'll end on, apple. after perhaps the roughest start to the year involved in the mega caps. goldman naming it a top pick into earnings. we broke down the ai proposition in our weekly deep dive. catch that at cnbc.com/techcheck. >>> coming up, our next guest calls it one of the most transformational moments in time. she's talking about ai and the impact on commercial real estate. this is one of the names she sees positioned for big gains in that area and she has two more. we'll gi
other chip names, marvell and broadcom getting some buzz, and helping to push up the semi.g into that new normal we talked about this week. and new opportunities emerging. the ibg software etf up 6% since monday. and the deal chatter that continues to roll in, we had hpe and juniper, that was an unexpected deal. and there's now reports of private equity looking into docu sign. we've got to mention earnings. that could derail this optimism from this week. 2024 guide, they will be key. that is...
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Jan 18, 2024
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now, we own nvidia and broadcom for the charitable trust. both big winners. host of excellent semis that could benefit with stocks that really haven't moved that much. i'm taking a hard look at skyworks solution wiz has had its ups and downs because of its dependence on handset makers especially apple. i think hp inc., hewlett-packard, is too cheap selling at eight times earnings. but i think that's in part because ceo enrique lorre is adverse to making any positive predictions in public. hp is a natural beneficiary yet its stock has done nothing. dell shares have been straight up but it still sells for just 11 times next year's earnings estimates. michael dell does a very good job. or perhaps we don't need to overthink it. when you hear taiwan semi doing well you should be thinking that nvidia and apple, the big dogs, who are voracious in wanting new chips, are the place to go. the relationship between taiwan semi and nvidia is as tight as you can get. the apple story, as i said at the top, it just caught an upgrade based on longer-term demand for handsets.
now, we own nvidia and broadcom for the charitable trust. both big winners. host of excellent semis that could benefit with stocks that really haven't moved that much. i'm taking a hard look at skyworks solution wiz has had its ups and downs because of its dependence on handset makers especially apple. i think hp inc., hewlett-packard, is too cheap selling at eight times earnings. but i think that's in part because ceo enrique lorre is adverse to making any positive predictions in public. hp is...
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Jan 26, 2024
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i'm not crying over spille milk we brought broadcom. i think it is grown 40% since.pple specifically backe up tampa, think out into the low 80s over the last week and a half, two weeks. we started we initiating tha position we still think it'll stretch multiples are little bit higher maybe we are over our skis we have earnings coming ou next week. scott, i expect them to be tepid at best. apple is a new york stock. and when i had the opportunity to come back more cheaply, les expensive, lee we absolutely want to reinitiate tha position >> he sold out of s.o.b. but you are bullish on energy. tell us >> we got stalked out i can't stand when tha happens. we follow a room strategy. as much as we like strategy, w have chevron conical for the general pretty lousy earnings. we will vote in that prett closely. s.o.b. came down i think very highly of the company. the price action isn't there we have to recognize and acknowledge our rules base process. still owning chevron, stonin conical philip gives us good exposure t energy i'm not suggesting we are wron on that call but i
i'm not crying over spille milk we brought broadcom. i think it is grown 40% since.pple specifically backe up tampa, think out into the low 80s over the last week and a half, two weeks. we started we initiating tha position we still think it'll stretch multiples are little bit higher maybe we are over our skis we have earnings coming ou next week. scott, i expect them to be tepid at best. apple is a new york stock. and when i had the opportunity to come back more cheaply, les expensive, lee we...
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Jan 24, 2024
01/24
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they will not get going like a broadcom or nvidia when it starts to go but they look like they're shaping. just realize you got to know a stock and a sector, how much you are going to get out of it if things are going good. i don't own any right now. if things show up i will certainly go for it. i will tell you in financials there are a few names, if goldman sachs breaks above range i will probably buy some. jpmorgan continues to act well there are a few other smaller names. there are definitely other areas but for me, go with the, i go with the usain bolts of the world and so far so good. charles: so far so good is an understatement my friend. thank you, gary, always appreciate you sharing all this information with us, thanks, man. >> thanks, charles. charles: biden hate and vitriol for maga is for worse than president trump's individual battles that crossing him. that is detrimental of the united states, president of the united states despises half of the united states. he says it. has vitriol for them. so does msnbc and new york times. they have half the names paint them as racist the
they will not get going like a broadcom or nvidia when it starts to go but they look like they're shaping. just realize you got to know a stock and a sector, how much you are going to get out of it if things are going good. i don't own any right now. if things show up i will certainly go for it. i will tell you in financials there are a few names, if goldman sachs breaks above range i will probably buy some. jpmorgan continues to act well there are a few other smaller names. there are...
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Jan 11, 2024
01/24
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broadcom, nvidia, intel high. qualcomm and texas instruments slightly rower here. and -- lower here. and and new cars can have up to 3,000 chips in them. even smaller electronics need dozens of them, like anymoring -- nimble. the israeli company says it will give a flawless manicure in as little as 25 minutes in the comfort of your own home. look at that a perfect, no mess on either side is. you should see when i try and do my own nails. what it does, it uses 2-d, 3-d and advanced a.i. to learn the exact size and shape of your nails, and then a tiny robotic arm applies the polish. it's blue toopt ensabled, and the nimble app -- oh, yes, i know, you're asking about the cost. $599. all right, we're about to scratch and claw our way true the crowds down on the floor of the venetian in las vegas right behind me to show you more when "the claman countdown "returns. we're live in las vegas at ces 2024. we're untethering, we're hitting the floor so stay tuned. we're coming right back. ♪ ♪ (man) what if my type 2 diabetes takes over? what if all i do isn't enough? or what
broadcom, nvidia, intel high. qualcomm and texas instruments slightly rower here. and -- lower here. and and new cars can have up to 3,000 chips in them. even smaller electronics need dozens of them, like anymoring -- nimble. the israeli company says it will give a flawless manicure in as little as 25 minutes in the comfort of your own home. look at that a perfect, no mess on either side is. you should see when i try and do my own nails. what it does, it uses 2-d, 3-d and advanced a.i. to learn...
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Jan 19, 2024
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but you have other ones like juniper, a np, palo alto, a wrist, broadcom, et cetera, et cetera.makers have just been a fantastic investment over the last five years. and it looks like this year they could lead the way again. of course, at some point valuations get stretched, where there is opportunity elsewhere, but the idea that this generative a.i. shift platform shift is so big, and the need for chips and especially high-end ones like judy use, the ones that nvidia and amd will be making, he's going to continue to fuel this rally. and some evidence of that was zuckerberg's message yesterday, when he basically said that he is just loading up on these gpus, cpus, in order to develop their own large language models. it kind of gives investors an idea that this could continue to move. >> let's talk about on the one side these companies investing heavily in a.i.. on the other side, they seem to be cutting jobs. >> reporter: yes. so those two ideas are not actually at odds with each other, because you have to think that more chips and smaller workforces, they actually go hand in ha
but you have other ones like juniper, a np, palo alto, a wrist, broadcom, et cetera, et cetera.makers have just been a fantastic investment over the last five years. and it looks like this year they could lead the way again. of course, at some point valuations get stretched, where there is opportunity elsewhere, but the idea that this generative a.i. shift platform shift is so big, and the need for chips and especially high-end ones like judy use, the ones that nvidia and amd will be making,...
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Jan 29, 2024
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and include names like broadcom and amd, for example, within that mix. i don't think i see those on your top holdings. it doesn't mean you don't own them, but in lightness further if you could. >> when that we've been following, that we are starting to build a small position is adobe, actually. the reason why we like adobe is we think it's generative a.i. business is extremely compelling. it makes content publishing, content creation, that much easier for creatives. and it doesn't get as much a.i. highlights as the other names. it's a company that we think we'll see extremely strong earnings for. king, appreciated as always. king lip. up next, positioning your way portfolio. bank of america's chris highs he is with us, we'll tell you how he's breaking down this just after the break. the first time you connected your godaddy website and your store was also the first time you realized... well, we can do anything. cheesecake cookies? the chookie! manage all your sales from one place with a partner that always puts you first. (we did it) start today at godad
and include names like broadcom and amd, for example, within that mix. i don't think i see those on your top holdings. it doesn't mean you don't own them, but in lightness further if you could. >> when that we've been following, that we are starting to build a small position is adobe, actually. the reason why we like adobe is we think it's generative a.i. business is extremely compelling. it makes content publishing, content creation, that much easier for creatives. and it doesn't get as...
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Jan 18, 2024
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if you want to play in the semi space, broadcom might look expensive with the price tag, $1,000 stock, it's probably the most reasonably priced semi stock out there. >> taiwan semi also said they're going to raise cap x, which is really good for the chip makers, too. >> i think it bodes well for everybody. apple, nvidia. if you look at the street, they basically said, this was an all-clear for a new multi-year cycle of essentially semi growth, with tsmc at the leading edge of being a data enabler. people think they are in kind of the generic commoditized world of chips, they're really not. and there's a high margin part of their business, so back to the multiple, you know, depending on what you're looking. i agree, semis trade at an astronomical multiple, relative to the market. and to themselves, but taiwan semi trades at a 32% discount to the stocks. so, it's seemingly a must-have stock, if you are going to be positioned in this part. whether this is the time to do it, we've had different points in the last year and a half where a taiwan semi earnings announcement has been a very im
if you want to play in the semi space, broadcom might look expensive with the price tag, $1,000 stock, it's probably the most reasonably priced semi stock out there. >> taiwan semi also said they're going to raise cap x, which is really good for the chip makers, too. >> i think it bodes well for everybody. apple, nvidia. if you look at the street, they basically said, this was an all-clear for a new multi-year cycle of essentially semi growth, with tsmc at the leading edge of being...
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Jan 31, 2024
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broadcom call one 840 784064 or order online and get bullseye broken arm. >> order now. >> there's aninvisible gap in your home's defenses. a gap that can be emotionally and financially devastating. and it's not what you think. the gap is the unprotected title to your home. criminals can easily access your home's ownership records illegally, transfer your home title into their name, then take out fraudulent loans against your equity, and even try sell your home right out from under you all without you even knowing it's roughly 60 to 90 days for that person. even figure out that they're the victim of this crime. and the fbi calls it house stealing. and in the digital age in which live. home title fraud is a devastating threat to your financial security and home you love. stealing your house in many cases is being orchestrated by cyber criminals in other countries, and they're just using gangs, people here to do the footwork and then move the money outside, the united states and back to their controllers. very organized. you need. triple lock protection exclusively from home title lock.
broadcom call one 840 784064 or order online and get bullseye broken arm. >> order now. >> there's aninvisible gap in your home's defenses. a gap that can be emotionally and financially devastating. and it's not what you think. the gap is the unprotected title to your home. criminals can easily access your home's ownership records illegally, transfer your home title into their name, then take out fraudulent loans against your equity, and even try sell your home right out from under...
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Jan 17, 2024
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. >> b of a made note yesterday of broadcom catching up to tesla's market cap >> we're stuck with theyept the avgo symbol because hock liked that >> for half a trill. but it's still a ways away from tesla. >> $170 billion. >> tesla's doing its best to come down and meet in between there. >> thanks for that visual. >> yeah. >> meanwhile, we got retail sales under our belt and we're not done today let's get to rick santelli >> yes, we are waiting the utilization numbers. these are for december, of course, and they are hitting the wires as i speak up 0.1% on headline industrial production the mirror image of the down 0.1% we were expecting and just to put that in perspective, the number that we had in october was the weakest number going back to december last year at minus 0.9%, so we have come up a bit. now, on utilization rates, expecting 78.7 very close to expectations 78.6 the problem with that is, 78.6 is a nice jump from where we were not that many months ago, but 78.6 is still pretty light when you consider we started out last year at 79.6. these numbers have been soft manufacturin
. >> b of a made note yesterday of broadcom catching up to tesla's market cap >> we're stuck with theyept the avgo symbol because hock liked that >> for half a trill. but it's still a ways away from tesla. >> $170 billion. >> tesla's doing its best to come down and meet in between there. >> thanks for that visual. >> yeah. >> meanwhile, we got retail sales under our belt and we're not done today let's get to rick santelli >> yes, we are...
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Jan 26, 2024
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there's really the divide between compute amd, broadcom, nvidia, those guys have been doing well andcern about double ordering within the auto sector, on semi would fall mobileeye and then intel, that is promising this year of transition seems like this year of transition keeps getting pushed up. >> data center, they're just not there. >> data center revenue in q4 was down 10% year over year and for q1 they're anticipating further weakness they have lost market share to amd but promising things will improve q2, q3, q4. >> had a big run up into the results. >> that's a good point it was a larger run-up than the smh and stock. i think expectations were a little bit too high going into the earnings why you're seeing the massive 11% drop right now. >> thank you kristina partsinevelos >>> lot of news on the airlines including spirit dropping 15% right now. let's get to phil lebeau with the latest good morning, phil. >> good morning, sara. the reason spirit is down is because of an 8 k dropped within the last hour from jetblue a short 8 k, saying that they are looking at the merger agreeme
there's really the divide between compute amd, broadcom, nvidia, those guys have been doing well andcern about double ordering within the auto sector, on semi would fall mobileeye and then intel, that is promising this year of transition seems like this year of transition keeps getting pushed up. >> data center, they're just not there. >> data center revenue in q4 was down 10% year over year and for q1 they're anticipating further weakness they have lost market share to amd but...