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broadcom is, to your point, broadcom is growing into its role as an ai networking company. broadcom has, what, 15% at best exposure currently to ai. the other areas of the business -- >> 20% of their revenues, yeah. >> -- that revenue number is expected to grow to 35% based on what hok tan said on the call last night. last time they reported in the after hours, the stock was down and hok tan said revenue will grow to 20%. he gets on the call, says it again yesterday. that wasn't enough to overcome glaring business. let's remember something. the revenue growth on this company overall, the last several years, has been in decline. so i'm with you. i own the stock. i have had a very strong profit in the stock. i'm going to maintain position. but i'm just going to sell a little bit on the close because i just feel like it's a little bit of a different story, and maybe the market is getting ahead of the ai excitement surrounding some of these companies that are not nvidia. >> part of my point is the stock -- you use the words, it's still growing into ai. the stock hasn't been act
broadcom is, to your point, broadcom is growing into its role as an ai networking company. broadcom has, what, 15% at best exposure currently to ai. the other areas of the business -- >> 20% of their revenues, yeah. >> -- that revenue number is expected to grow to 35% based on what hok tan said on the call last night. last time they reported in the after hours, the stock was down and hok tan said revenue will grow to 20%. he gets on the call, says it again yesterday. that wasn't...
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Mar 8, 2024
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broadcom not living up to expectations. nvidia turning lower. we are down 3% on nvidia.e eye of volatility as we take a look at the weekend and see profit-taking. from new york and san francisco, this is "bloomberg technology." ♪ xi-chun, xi-chun, xi-chun! you've got more options than you know. book now. caroline: bloomberg just hosted its international women's day celebration in san francisco and highlighted the philanthropic work the organization does. i had the chance to sit down with the hub spot ceo on her thoughts about how she approaches running her business, ai integration, and diverse leadership. take a listen. >> our leadership team is 50% women and our board is 60% women and people of color. our entire leadership team is 49% women. caroline: do think that is accidental? you have been purposeful finding those people? >> is intentional. i started in the mid-1990's. it did not look like this. what we have thought about, diversity is not an initiative, it is not an annual program, it just needs to be built into the dna of the company. why? we build products to ser
broadcom not living up to expectations. nvidia turning lower. we are down 3% on nvidia.e eye of volatility as we take a look at the weekend and see profit-taking. from new york and san francisco, this is "bloomberg technology." ♪ xi-chun, xi-chun, xi-chun! you've got more options than you know. book now. caroline: bloomberg just hosted its international women's day celebration in san francisco and highlighted the philanthropic work the organization does. i had the chance to sit down...
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Mar 7, 2024
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broadcom also benefits from the a.i. upswing given it makes these custom silicon chips often used in a.i. infrastructure but they're still exposed to other cyclical segments like storage, networking, et cetera, so that dynamic is expected to be discussed on this call that started maybe about a minute ago, especially since expectations were so high going into this report. and also high for marvell's stock faring much worse despite a new $3 billion stock buyback program. management saying they are forecasting soft demand impacting consumer, carrier, infrastructure and enterprise networking in the near term, but they promise those revenue declines will only occur in q1, this current quarter. investors, a little unsure hence the stock drop. >> all right, kristina, thank you. these two stocks in particular were mentioned in a report and there could be an air pocket in chip land not that there's a lot of near-term risks associated with it. obviously nvidia was among them but the setup here, stocks, massive run going into it an
broadcom also benefits from the a.i. upswing given it makes these custom silicon chips often used in a.i. infrastructure but they're still exposed to other cyclical segments like storage, networking, et cetera, so that dynamic is expected to be discussed on this call that started maybe about a minute ago, especially since expectations were so high going into this report. and also high for marvell's stock faring much worse despite a new $3 billion stock buyback program. management saying they...
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Mar 7, 2024
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there might be some insulation for broadcom investors. but on the flipside, could hold back some of the growth some of the ai names are seen. so there's a lot that investors will be looking at here. if the last release was any indication of what's coming on the call and future guidance from the ceo will be important. last quarter, we saw shares dip a little and go back up when the ceo said ai will be a bright spot for them going forward. caroline: carmen reinicke, we are pleased to say you will be all over this story when the numbers come out after the bell. coming up, the state of artificial intelligence, not just for chip stocks, but how diversity is necessary when building these large lingwood models, thinking about -- large language models, thinking about policies for responsible ai. let's get back to the chipmakers. nvidia powering us higher. chip stocks at a record high but nvidia notably has had some key executives and the stock of late, $180 million worth, in fact, unloaded by a couple long-term board executives in the last few da
there might be some insulation for broadcom investors. but on the flipside, could hold back some of the growth some of the ai names are seen. so there's a lot that investors will be looking at here. if the last release was any indication of what's coming on the call and future guidance from the ceo will be important. last quarter, we saw shares dip a little and go back up when the ceo said ai will be a bright spot for them going forward. caroline: carmen reinicke, we are pleased to say you will...
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Mar 13, 2024
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micron down 4, broadcom down 3.5. broadcom, quality momentum. that's been on the list. kristina partsinevelos is here at post 9 to help us look at this. is that how you're thinking about this? if you do have a bigger breakdown your beat, your space is the space to look perhaps. >> let's start with broadcom and marvell. their earnings were last week. why we're seeing this weakness compared to other chips names is because, yes, they have a.i. momentum, but they're still exposed to the rest of the cyclical chips market. with marvell, they guided weaker for this april quarter, so that dragged on the stock. for broadcom, they reinnovated their full-year target. many were expecting that to go higher. they didn't. there was hype about the custom chips. you still need to keep that in mind when you talk about the momentum argument when many of these chip companies, amd, for example, are exposed to other facets of the market. and i question the time line, which was what you both brought up with nvidia, yes, they're launching their h200, their new b100 a new architecture for the g
micron down 4, broadcom down 3.5. broadcom, quality momentum. that's been on the list. kristina partsinevelos is here at post 9 to help us look at this. is that how you're thinking about this? if you do have a bigger breakdown your beat, your space is the space to look perhaps. >> let's start with broadcom and marvell. their earnings were last week. why we're seeing this weakness compared to other chips names is because, yes, they have a.i. momentum, but they're still exposed to the rest...
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Mar 8, 2024
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. >>> coming up, shares of marvell and broadcom sell off.ook at the other big money movers coming up next. >>> and netflix is taking a big right hook in the sports arena. it will exclusively stream mike tyson and jake paul's head-to-head in dallas. mike tyson's first fight since 2020. >>> age proving to be just a number for rupert murdock set to get married for the fifth time. >>> it is theis not just presid biden making a headline. george santos is seeking re-election again. he is the sixth member of orwi ehae"o be dismissed. "wlddexcng is back after this. >>> welcome back to "worldwide exchange." we start off with shares of gap moving higher. earnings coming in better than expected boosted by the old navy's return to growth in more than a year. the ceo citing the market share on "mad money" last night. >> we exceeded top and bottom line market share. all of this is driven by the two largest brands. the efforts we are making is showing up in the numbers. >>> marvell falling on the underwhelming forecast. it is warning of weakness and infras
. >>> coming up, shares of marvell and broadcom sell off.ook at the other big money movers coming up next. >>> and netflix is taking a big right hook in the sports arena. it will exclusively stream mike tyson and jake paul's head-to-head in dallas. mike tyson's first fight since 2020. >>> age proving to be just a number for rupert murdock set to get married for the fifth time. >>> it is theis not just presid biden making a headline. george santos is seeking...
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Mar 20, 2024
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it's geared to nvidia, amd launching its own gpu, marvell, broadcom. intel is going to be the guy that makes those chips for the other players. that's how they're going to play into this whole a.i. ecosystem but it will not be immediate. >> getting $8.5 billion. shares are slightly in the red. a lot was priced in. kristina partsinevelos, great to see you as always. >>> we'll hear more from pat gelsinger with our jon fortt at 4:00 p.m. eastern. steve, you own intel. what do you make of this news, about $8.5 through the chips act? >> i thought there would have been a slight uptick. if i gave you $8 billion, you would be popular. >> it was higher in the premarket. >> i know and then it sold off. this is a market just waiting on the fed. this was news despite the hiccup with the department of defense. nothing new here. i own intel because of the foundry business, they will be having pretty good capacity. a new euv product will revolutionize, shrink the chip in terms of what you can put on it. i think it will do quite well and gelsinger made strategic plays
it's geared to nvidia, amd launching its own gpu, marvell, broadcom. intel is going to be the guy that makes those chips for the other players. that's how they're going to play into this whole a.i. ecosystem but it will not be immediate. >> getting $8.5 billion. shares are slightly in the red. a lot was priced in. kristina partsinevelos, great to see you as always. >>> we'll hear more from pat gelsinger with our jon fortt at 4:00 p.m. eastern. steve, you own intel. what do you...
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Mar 8, 2024
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broadcom is down. marvell is down. that is after its own earnings report. this takes us to talk of the tape, bubble trouble, whether the one soaring semis are in danger of a bigger pullback. it is good to have you back, starting to watch what is taking place in this market. nvidia, a $100 intraday move. almost 10%. what do you make of it? >> i was joking earlier, maybe somebody went to close -- too close to the sun. they are up 70% year-over-year. nvidia is up 80% year to date. i don't worry much. core businesses were not good for marvell. i think that weighs on it. people are looking at nvidia getting awfully close to the magical four-figure, $1000 number, maybe some profit-taking . i will be honest, on a noisy day like this, i don't read too much into it. the space still has had a monster year. the ai market still has legs. >> when you say something like, the core business of these companies, for the ones that reported, not so good, this market has ignored in many respects the core businesses of many of these companies and have gotten this ai halo from nv
broadcom is down. marvell is down. that is after its own earnings report. this takes us to talk of the tape, bubble trouble, whether the one soaring semis are in danger of a bigger pullback. it is good to have you back, starting to watch what is taking place in this market. nvidia, a $100 intraday move. almost 10%. what do you make of it? >> i was joking earlier, maybe somebody went to close -- too close to the sun. they are up 70% year-over-year. nvidia is up 80% year to date. i don't...
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Mar 21, 2024
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broadcom has persistent demand for their products. the forward number is at less than 30 times, probably, and based on the growth that they're seeing, just make it a lot easier play from the long side, as far as i'm concerned. micron, obviously, catches a bounce, but this is a bouncy story. >> i don't know, we love acronyms on the show, right? i don't know what the acronym is for a.i. at a reasonable price might bute, but that's mu. >> ar? >> if anyone is going to come up with it, it's guy. we love acronyms here. i will say what you heard from them was extraordinary, especially in terms of how tight the supply is on d-ram and nan. that's something we haven't heard. so, if you are looking for a company that at least -- and chip plants, wherever we are in the economy, in chipland, guess what, we're early cycle. and you can make an argument, this company is really cheap. that's what's fascinating about micron. on some level, more than the more high end sophisticated chip companies this is a.i. at a reasonable price and part of where we r
broadcom has persistent demand for their products. the forward number is at less than 30 times, probably, and based on the growth that they're seeing, just make it a lot easier play from the long side, as far as i'm concerned. micron, obviously, catches a bounce, but this is a bouncy story. >> i don't know, we love acronyms on the show, right? i don't know what the acronym is for a.i. at a reasonable price might bute, but that's mu. >> ar? >> if anyone is going to come up with...
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Mar 1, 2024
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broadcom reports toward the end of next week. good number but up 99, well that's going to make it tougher. how about amd which is working closely with computer companies to produce ai infused pcs. amd stock jumped more than 5% today it's now up more than 37% for the year. it will be very involved with the new ai infused personal computer, the hp, and they will talk about in the conference in vegas. is another stock i see heading higher. graphics cards are the benchmark as fast as nvidia's. the book is written about this here, you will find people who agreed out how to use these generative ai chips from nvidia and people who totally dismissed the concept. i know firsthand many have tried at this whole ai process calling it hype or a craze or a giant bubble. so many big enterprises scoffed at nvidia. some even dismissed the company as a mere gaming chip business with impossible aspirations to be something bigger, long- lasting. refused to accept the skill of the opportunity may be until it kicked in the face and then they had to re
broadcom reports toward the end of next week. good number but up 99, well that's going to make it tougher. how about amd which is working closely with computer companies to produce ai infused pcs. amd stock jumped more than 5% today it's now up more than 37% for the year. it will be very involved with the new ai infused personal computer, the hp, and they will talk about in the conference in vegas. is another stock i see heading higher. graphics cards are the benchmark as fast as nvidia's. the...
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Mar 4, 2024
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very big story this week is going to be broadcom. hearing from broadcom that has snuck into the top ten in the s&p 500 as a market cap bigger than tesla, and it quadrupled. everything in 2024 begins and ends with what semiconductors do. >> i bought asml when it was on a decline, not a big decline, but still moved up over 5% since i bought it. >> good stuff. >>> let's take a quick break. when we come back, farmer jim has another new move, and we will also talk about health care more broadly. one of the five best performing sectors this year, and jimmy's move was within that. a little teaser. we're back after ts.hi *trade's easy-to-use tools, like dynamic charting and risk-reward analysis, help make trading feel effortless. and its customizable scans with social sentiment help you find and unlock opportunities in the market. e*trade from morgan stanley. with powerful, easy-to-use tools, power e*trade makes complex trading easier. react to fast-moving markets with dynamic charting and a futures ladder that lets you place, flatten, or re
very big story this week is going to be broadcom. hearing from broadcom that has snuck into the top ten in the s&p 500 as a market cap bigger than tesla, and it quadrupled. everything in 2024 begins and ends with what semiconductors do. >> i bought asml when it was on a decline, not a big decline, but still moved up over 5% since i bought it. >> good stuff. >>> let's take a quick break. when we come back, farmer jim has another new move, and we will also talk about...
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Mar 7, 2024
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broadcom supplies chips to apple and other big tech firms. let's look at the broadcom story after hours. not too bad. better than it was a moment ago. we could then about -- by about 1.5 percent. ai spending will help offset weakness elsewhere. it pointed to slower sales on some of its units. marbella is another stock we watch as well. -- marvel is another stop there. another sales outlook missed. marvel sees a trough in non-ai parts of the business of setting a brother good day for tech stocks in the u.s.. not all tech stocks are created people -- people. still to come, why the economy is likely to be a key focus for president biden as he prepares to deliver his estate o i think he's having a midlife crisis i'm not. you got us t-mobile home internet lite. after a week of streaming they knocked us down... ...to dial up speeds. like from the 90s. great times. all i can do say is that my life is pre-- i like watching the puddles gather rain. -hey, your mom and i procreated to that song. oh, ew! i think you've said enough. why don't we just swit
broadcom supplies chips to apple and other big tech firms. let's look at the broadcom story after hours. not too bad. better than it was a moment ago. we could then about -- by about 1.5 percent. ai spending will help offset weakness elsewhere. it pointed to slower sales on some of its units. marbella is another stock we watch as well. -- marvel is another stop there. another sales outlook missed. marvel sees a trough in non-ai parts of the business of setting a brother good day for tech stocks...
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Mar 7, 2024
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i told club members today i wish broadcom hadn't run up into the quarter.on't like that endsless enthusiasm. viking had way too much enthusiasm. it was too hot. had to take the profit. how can i help you now? >> caller: exactly. we never mess up when we listen to you. >> no, i make -- look, i just try to make fewer mistakes than i do good ideas. >> caller: well, whatever you're doing, keep doing it, jim bo. >> i will. i'm not going anywhere. anyone think i'm going anywhere? >> caller: no, no, no. >> i ain't going anywhere. what's up? >> caller: anyway, the average price target for the stock i'd like to talk about is $173. this is based upon 23 wall street analysts with 12-month price targets. the highest analyst is saying 263. the lowest is 75. so you've got this company, i own it at a buck 25. i'm not going to tell you -- don't say i'm a pig for not cashing in. but should we cash in our coins on coinbase? >> okay, look, i think coinbase is in a unique position. a lot of people are short it. people didn't think the s.e.c. would find a way to look the other
i told club members today i wish broadcom hadn't run up into the quarter.on't like that endsless enthusiasm. viking had way too much enthusiasm. it was too hot. had to take the profit. how can i help you now? >> caller: exactly. we never mess up when we listen to you. >> no, i make -- look, i just try to make fewer mistakes than i do good ideas. >> caller: well, whatever you're doing, keep doing it, jim bo. >> i will. i'm not going anywhere. anyone think i'm going...
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Mar 26, 2024
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broadcom is 21 held on this desk. we'd better be careful about how we look at the whole tech space. >> you're right. you're absolutely right. >> let's look at some of these absolutely crazy charts in the chips. >> your point is well made, and micron, that was the only one i had time to pull up. >> micron is up 40% in the quarter. >> and here is the rub on it you look at this year's earnings, 177 times. you look at next year's earnings, 16 times so what's going on here? micron is a really cyclical chip and it's 16 times next year's earnings pricing in a recovery from the demise of 2022-2023 when we had the payback for the double ordering of customers but your point, scott, could be even larger. some of the software names, oracle has had a great run still trades around 20 times forward earnings google actually for all of the lambasting it's been getting recently has had a good return and it's roughly 22 times this year's earnings, 19 times next year's earnings. the point i'm making is not to disagree with you. the retur
broadcom is 21 held on this desk. we'd better be careful about how we look at the whole tech space. >> you're right. you're absolutely right. >> let's look at some of these absolutely crazy charts in the chips. >> your point is well made, and micron, that was the only one i had time to pull up. >> micron is up 40% in the quarter. >> and here is the rub on it you look at this year's earnings, 177 times. you look at next year's earnings, 16 times so what's going on...
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Mar 8, 2024
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he is a central spokesman for industry but perilous times. >> can we move back to broadcom -- >> mattthing i want to discuss, gap versus nongap which we talk about and obviously they're judged to a large extent on revenue growth and that moves things, but, you know, when you look through to the income statement and what shall restructuring related charges and amortization and legal settlements and other special items, i mean, marvell would have -- lost 392 million, instead they made 401.6 million but broadcom explains why they feel like nongap is a better way to view these things but it's still worth noting. >> this company, the chairman of this company used to be rich hill, rick hill. he doesn't allow any of this stuff and set this company up to be as conservatively run. matt murphy did not cause this rally. >> you're not worried about just the huge differential between nongap and gap? >> no, because -- >> going from losing to 400 million to making 400 million. >> matt bought this business and didn't realize it backed into this optical business that is so good. the street is driving
he is a central spokesman for industry but perilous times. >> can we move back to broadcom -- >> mattthing i want to discuss, gap versus nongap which we talk about and obviously they're judged to a large extent on revenue growth and that moves things, but, you know, when you look through to the income statement and what shall restructuring related charges and amortization and legal settlements and other special items, i mean, marvell would have -- lost 392 million, instead they made...
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Mar 21, 2024
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also upgrades broadcom. >>> and apple's regulatory headwinds, the doj looks ready to file -- looks liket's ready to file its long-anticipated antitrust suit against that tech giant, perhaps as soon as 11:00 a.m. this morning. >>> jim, let's start with the markets. get your take here. of course, after that very significant post-fed meeting, fed press conference rally, what are your thoughts on the broader market here? >> well, i think what happened yesterday was once the fed was clear that you're not fighting it, because the fed is fine, i didn't want to go into two cuts, three cuts, i think that dialogue is a parlor game. i'm not there. take fed off the table. what immediately happens is we go back to earnings. if we go back to earnings, there are so many groups right now that are putting up some good numbers, and what we really ended up focusing on in the evening was micron, which said things -- i was going back and forth with the ceo -- said things is that have never happened before, which is high-bandwidth memory chips are already on allocation. you can't get them for 2025. and that'
also upgrades broadcom. >>> and apple's regulatory headwinds, the doj looks ready to file -- looks liket's ready to file its long-anticipated antitrust suit against that tech giant, perhaps as soon as 11:00 a.m. this morning. >>> jim, let's start with the markets. get your take here. of course, after that very significant post-fed meeting, fed press conference rally, what are your thoughts on the broader market here? >> well, i think what happened yesterday was once the...
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and the opposition laid by child formulated in broadcom. the presidency is a launch lead. ceremonial bro, buddy is held through a secret ballot circus president, richard. ty, better one says this month local elections will be his last suggesting he will not stand for another to him. and office is comments came during a visit by you. crime is president for a lot of mr. lensky. adam on said, he's prepared to host to pay some between the crime and russia to us. little make is a pasta government spending package. avoiding the shut down of key federal agencies, the bills with more than $460000000000.00 will now go to president joe biden to be signed into law saying that is negotiating a 2nd package to insure for the federal funding before the 2nd deadline. light of this month correction in the enrollment of h. r. a formal homes here in president wanda, then to have them. this has been found guilty of trafficking hundreds of tons of cocaine into the united states prosecutor site. they ran homes, us like a naco state, protecting drug traffic is an
and the opposition laid by child formulated in broadcom. the presidency is a launch lead. ceremonial bro, buddy is held through a secret ballot circus president, richard. ty, better one says this month local elections will be his last suggesting he will not stand for another to him. and office is comments came during a visit by you. crime is president for a lot of mr. lensky. adam on said, he's prepared to host to pay some between the crime and russia to us. little make is a pasta government...
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Mar 13, 2024
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and so, obviously, it happened with broadcom.hey clearly are a player in this area and the market revalues it in a hurry, and it happened to dell last week. arguably, oracle this week. >> the dell move, which was a significant one, when you look deeper into it in terms of what they're actually putting in the datacenter, the dell server, obviously, it was the inclusion of the nvidia chips. the nvidia chip is most of the money there. the margins on that product for dell are not particularly large. it's not particularly profitable. yes, they were absolutely a beneficiary of the fact that they seemed to have access to chips that perhaps some of their competitors did not. but i do think it's important. i believe michael dell even was open about this. it's not like this is a huge profit-making opportunity, because frankly, they're paying for those chips the same way, and they represent 75% of the overall value or whatever it may be, of what they're putting in the datacenter. >> there's no doubt about that. what's key about the reaction
and so, obviously, it happened with broadcom.hey clearly are a player in this area and the market revalues it in a hurry, and it happened to dell last week. arguably, oracle this week. >> the dell move, which was a significant one, when you look deeper into it in terms of what they're actually putting in the datacenter, the dell server, obviously, it was the inclusion of the nvidia chips. the nvidia chip is most of the money there. the margins on that product for dell are not particularly...
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Mar 8, 2024
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to some earnings now — chip giant broadcom beat wall street estimates for the first quarter, as artificialues to drive demand for its chips. revenue came in just shy of $12 billion, with sales from its semiconductor solutions in particular generating over $7 billion of that revenue. its stock however traded lower in after hours. tesla rival rivian is looking to turn around sales, with the unveiling of several new electric vehicles. our north america business correspondent erin delmore filed this report from new york. the electric vehicle maker rivian gave shareholders to bits of good news on wednesday. new ev models and $2.25 billion in cost savings. the news said democrats that share prices up 13% on the day, and offers rivian�*s answer to two issues dogging the company. its cash flow and the consumer demand for the consumer company's dvds. the new models are the are two and/or three. the art to is being offered as a smaller, more affordable suv with a price that'll start around $45,000. that's actually around $45,000. that's actually a few thousand dollars less than the average new car i
to some earnings now — chip giant broadcom beat wall street estimates for the first quarter, as artificialues to drive demand for its chips. revenue came in just shy of $12 billion, with sales from its semiconductor solutions in particular generating over $7 billion of that revenue. its stock however traded lower in after hours. tesla rival rivian is looking to turn around sales, with the unveiling of several new electric vehicles. our north america business correspondent erin delmore filed...
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broadcom, shares have doubled this calendar year, i think. lauren: and surging again today and chip makers are all surging and bank of america said it's going to $1500 a share and nvidia is back at 1816 now, micron hit all time high, 9591 and a&d198 and chip makers are marching higher. stuart: story of the day with gains like that across the board in that sector, big story. thanks, lauren. coming up, ladies on the view think if the supreme court sistrum has immunity and biden can throw every republican in jail. we'll take it on. president biden relatively quiet of the border yesterday. head of the border patrol unit was infuriated. >> my agents, they're mad as hell. absolutely mad that president biden went to brownsville, texas rather than coming to eagle pass, texas, which has been the epicenter. stuart: that was bran dan judd and he's coming up soon to tell us why his agents are mad as hell. we'll be back. ♪ voya ♪ there are some things that work better together. like your workplace benefits and retirement savings. voya helps you choose the
broadcom, shares have doubled this calendar year, i think. lauren: and surging again today and chip makers are all surging and bank of america said it's going to $1500 a share and nvidia is back at 1816 now, micron hit all time high, 9591 and a&d198 and chip makers are marching higher. stuart: story of the day with gains like that across the board in that sector, big story. thanks, lauren. coming up, ladies on the view think if the supreme court sistrum has immunity and biden can throw...
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Mar 25, 2024
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why pay through the nose when you can own broadcom, something very similar for much cheaper.r these smaller ai plays we're going to phil in california phil. >> caller: hey, jim, glad to be with you i had about 20 years of listening to your show, a lot of good stuff coming out of that. >> thank you >> caller: the stock i'm interested in is oracle. it was about mid-100 at the end of '23 it now has jumped up to about 130. i wonder if larry's brought in ai into the situation? >> the oracle quarter was very good, and i always mention you got to mention the bad with the good i did not do well at oracle for the club i gave up too soon it's had a really nice move. i think it can go higher let's go to georgia in maryland. georgia. >> caller: jim, mongodb. i bought it at 455, do i hold it sell it? >> this one is very confounded people it's confounded people because the growth did slow. i think we have to get -- you know, what can i say i can't tell you to sell it here it's just down so much from its high, but that was not the quarter i was looking for. i got to be honest, it just wasn'
why pay through the nose when you can own broadcom, something very similar for much cheaper.r these smaller ai plays we're going to phil in california phil. >> caller: hey, jim, glad to be with you i had about 20 years of listening to your show, a lot of good stuff coming out of that. >> thank you >> caller: the stock i'm interested in is oracle. it was about mid-100 at the end of '23 it now has jumped up to about 130. i wonder if larry's brought in ai into the situation?...
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Mar 7, 2024
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do you like broadcom here? >> i do.ike if i didn't recommend a buying stock in this ai environment. they had a core chip business. we were worried about slowness in the hardware and their core semi business. ai acceleration should grow from 15% revenues to 25% revenues. we think that soft demand on the hardware side should continue to grow and maybe that's bottomed out. growth on the semi side from the ai, growth on a better telecom and infrastructure and the vm ware took them $69 billion and 18 months, they can work on the synergies that gets them the hybrid cloud infrastructure. estimated maybe $12 billion accretion to revenue. i see upside to this stock and cheap relative to its peers because it's been a quality stock and already growing precash flow growing dividends and growing before the ai mania came in. i see that as a positive to an already strong quality stock and can have them catch up to some of the multiples their peers are trading at. they can have more upside. >> let's go to docusign which broke a losing
do you like broadcom here? >> i do.ike if i didn't recommend a buying stock in this ai environment. they had a core chip business. we were worried about slowness in the hardware and their core semi business. ai acceleration should grow from 15% revenues to 25% revenues. we think that soft demand on the hardware side should continue to grow and maybe that's bottomed out. growth on the semi side from the ai, growth on a better telecom and infrastructure and the vm ware took them $69 billion...
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Mar 21, 2024
03/24
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you could throw in broad cam once again, that's at the -- broadcom as well. could it have more room the run when it comes to the s&p at 5200? and if so, 5245, how much more further does it run? if let's turn to the man with the highest s&p 500 goldilocks target on the street. he is deutsche bank chief global strategist. binky, your bullish case for the pend of the year, 5500. do you believe today and is right now we will get there? >> absolutely. it's definitely looking that that way. we entered the year with the macro community really looking for, you know, some kind of recession or some kind of severe slowdown. and the macro community and the forecasters have moved in the other direction. everybody's forecasts are changing basically every day on the macro side it's been the case. i would say the freshest forecast comes from the fed yesterday. they've got growth this year at 2.1%. most people would argue that's trend gdp growth in the u.s. i would argue it's probably a little higher, around 2.a 5%. 2.5%. and so, you know, what i call basically the cyclical o
you could throw in broad cam once again, that's at the -- broadcom as well. could it have more room the run when it comes to the s&p at 5200? and if so, 5245, how much more further does it run? if let's turn to the man with the highest s&p 500 goldilocks target on the street. he is deutsche bank chief global strategist. binky, your bullish case for the pend of the year, 5500. do you believe today and is right now we will get there? >> absolutely. it's definitely looking that that...
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Mar 7, 2024
03/24
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we barely mentioned broadcom. the stock has done quite well.t just an nvidia story. >> no, it's not. we use broadcom to our valuation of nvidia and we love that name. i think it's a name -- come on. >> will the real brian pellski please stand up. >> listen, we like the name, great earnings, great cash flow. we love it. >> okay. i don't know if that was any better. costco is today after the bell, as well. >> i've owned the stock for 12 years. it crushed walmart and target for ten years. we love that name. great management team, great operator. we're going to continue to buy more. we own it and love it. does that matter? >> a lot. you have a final trade? >> yes. at&t. >> jimmy? >> amazon. >> thank you for that. >> liz? >> energy, i think it gets the rotation and pays good dividends, so as rates come down, look at it. >> jp this >> my lock of the week, robert downey, jr., best supporting actor sunday night. >> home team? >> it's a comcast movie "omen h -- oppenheimier." >> all right. "the exchange" is now. ♪ ♪ >>> all right. thank you very much, s
we barely mentioned broadcom. the stock has done quite well.t just an nvidia story. >> no, it's not. we use broadcom to our valuation of nvidia and we love that name. i think it's a name -- come on. >> will the real brian pellski please stand up. >> listen, we like the name, great earnings, great cash flow. we love it. >> okay. i don't know if that was any better. costco is today after the bell, as well. >> i've owned the stock for 12 years. it crushed walmart and...
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Mar 4, 2024
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look at a company like broadcom, and other positioned company for ai and you look at the semiconductor related names like the semi cap equipment as well as semiconductor design software. there are some areas that can do well. having said that, the stocks and semiconductor indexes up a lot year to date and i could also take a breather. nvidia has gone straight up and it is true they are positioned phenomenally. they started off this year at a lower pe multiple then they started off last year. that is how strongly earnings at nvidia have been. -- strong the earnings at nvidia have been. that will depend on the budgets of the hyper scalars. the semi's are going to be somewhat a function of a portion of the magnificent seven in a punitive sort of fashion -- in a reader active sort of fashion. sonali: some of the beaten-down sectors finally catching up, it begs the question on when, when do you start seeing the index start to go outside of the mat seven start to get gains? >> it is difficult to say. if you study history, you see typically small-cap stocks outperform at the beginning of a ne
look at a company like broadcom, and other positioned company for ai and you look at the semiconductor related names like the semi cap equipment as well as semiconductor design software. there are some areas that can do well. having said that, the stocks and semiconductor indexes up a lot year to date and i could also take a breather. nvidia has gone straight up and it is true they are positioned phenomenally. they started off this year at a lower pe multiple then they started off last year....
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Mar 22, 2024
03/24
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shares in chipmakers including micron and broadcom also soared higher. >> opening day now just a week me a week away. the a's open at home. the giants on the road in san diego. and today the giants organization actually different out at the ballpark gs have installed a new dynamic lighting and sound system at the ballpark. there will also be some new items to eat and drink at the concession stands, along with garlic fries, crab sandwiches and traditional ball game food. there will be some not so traditional san francisco style treats like a japanese fried chicken sandwich and specialty burgers. we have a fresh double cheeseburger with a little bit of smoked bacon jam, we have a little fresh bacon, pickles,úand then on a marin seeded rollúand then, next to our, crab sandwich, we have a new crab udon noodle,úsalad, a little bit of spicy soy. mushrooms, edamame sprouts. there will also be some different voices announcing lineups and batters. >> following the controversial split with longtime public spaddress announcer renel brooks-moon, the giants say they do plan to useúseveral people t
shares in chipmakers including micron and broadcom also soared higher. >> opening day now just a week me a week away. the a's open at home. the giants on the road in san diego. and today the giants organization actually different out at the ballpark gs have installed a new dynamic lighting and sound system at the ballpark. there will also be some new items to eat and drink at the concession stands, along with garlic fries, crab sandwiches and traditional ball game food. there will be some...
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Mar 8, 2024
03/24
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to order online i've get bullseye broadcom order.how does klein and spector get among the most big verdicts and settlements of any law firm in the country because klein inspector is an award winning team with five doctor lawyers, the of any firm in the united states. and that's why the new york times calls klein inspector a powerhouse law firm. so if a defective product, motor vehicle accident or medical malpractice caused a catastrophic injury call. klein inspector, is this the start of a dinosaur? >> he is a nascar cup series champion redemption. ready to go work. is this the face of a ruthless competitor or is it time for break to get back to breaking it? was this the makings of the wildest ride and witness? it's all and about to go down. >> any questions? harris faulkner puts america's news in focus. we begin her is it possible to count on my internet like my customers count on me? it is with comcast business. keeping you up and running with our 99.9% network reliability. and security that helps outsmart threats to your data. moa
to order online i've get bullseye broadcom order.how does klein and spector get among the most big verdicts and settlements of any law firm in the country because klein inspector is an award winning team with five doctor lawyers, the of any firm in the united states. and that's why the new york times calls klein inspector a powerhouse law firm. so if a defective product, motor vehicle accident or medical malpractice caused a catastrophic injury call. klein inspector, is this the start of a...
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Mar 11, 2024
03/24
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marve-l and broadcom are doing custom basics.body can use nvidia for their workloads in the data center and enterprise. >> all right. hans, we'll leave it there. thank you so much. $1400 price target on nvidia. >>> coming up, former president trump will join us at 7:30 a.m. eastern. we'll talk about his view on the economy, his campaign and a lot more. "squawk box" coming right back. ♪ i wanna hold you forever ♪ hey little bear bear. ♪ ♪ ♪ i'm gonna love you forever ♪ ♪ ♪ c'mon, bear. ♪ ♪ ♪ you don't...you don't have to worry... ♪ ♪ be by your side... i'll be there... ♪ ♪ with my arms wrapped around... ♪ hey you, with the small business... ...whoa... you've got all kinds of bright ideas, that your customers need to know about. constant contact makes it easy. with everything from managing your social posts, and events, to email and sms marketing. constant contact delivers all the tools you need to help your business grow. get started today at constantcontact.com constant contact. helping the small stand tall. >>> good morning. bre
marve-l and broadcom are doing custom basics.body can use nvidia for their workloads in the data center and enterprise. >> all right. hans, we'll leave it there. thank you so much. $1400 price target on nvidia. >>> coming up, former president trump will join us at 7:30 a.m. eastern. we'll talk about his view on the economy, his campaign and a lot more. "squawk box" coming right back. ♪ i wanna hold you forever ♪ hey little bear bear. ♪ ♪ ♪ i'm gonna love you...
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Mar 24, 2024
03/24
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FBC
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., and broadcom a had an invest ifer day where it highlighted the a.i.nity, and that a really drove tech stocks higher. we also a had a big tech ipo in the form of reddit. gained 50% of its first day of trading despite spite trading at 101 times sales -- 10 times sales. jon and truth social as a well. there's a spac that's sort of the i equivalent of aen ipo. >> donald trump's company's to going to day butte as trump media on monday, and the market value based on where this spac was trading on friday is around $5 billion. that's a very high valuation given the fact the company generated about $3 million in revenues in its first nine month if last year and no profits. trump's stake is worth about $3 billion on paper. i'm emphasize on paper. as for anything close to that $3 billion, unsure given the fundamentals of the country. of jon jon you thought reddit was extentive at a 10 times, this is roughly 1,000 times. sales, not earnings. i'm glad chairman powell, investors don't seem too worried about a inflation, but i'm not sure we're out of the woods yet.
., and broadcom a had an invest ifer day where it highlighted the a.i.nity, and that a really drove tech stocks higher. we also a had a big tech ipo in the form of reddit. gained 50% of its first day of trading despite spite trading at 101 times sales -- 10 times sales. jon and truth social as a well. there's a spac that's sort of the i equivalent of aen ipo. >> donald trump's company's to going to day butte as trump media on monday, and the market value based on where this spac was...
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Mar 1, 2024
03/24
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broadcom and dell, no. >> so, you need to draw the contrast even more so then.ell is -- was able to get access to h 100s, for example, incorporate them in the servers that their customers want to drive their generative a.i. platforms. these guys work. so, what accounts for that? what accounts for not being on top of that? >> i think that michael dell -- jensen huang wants to give it to everybody, but some customers are more equal than others, and michael dell has a great relationship with jensen. >> so, it really is about having a preferred relationship with nvidia that is going to -- that is going to mean you're up 31% versus down 5%? >> i don't know why hpe didn't get the chips. the graphics cards. i do know that to say that network and demand industrywide softened is just -- >> it's not true. >> it's an ill-advised way to portray what happened this quarter. it was very strong for dell, their direct competitors. do i know about -- how do we know that they didn't make their bed with another wayto do it? just so you know, michael dell also got all the good amd.
broadcom and dell, no. >> so, you need to draw the contrast even more so then.ell is -- was able to get access to h 100s, for example, incorporate them in the servers that their customers want to drive their generative a.i. platforms. these guys work. so, what accounts for that? what accounts for not being on top of that? >> i think that michael dell -- jensen huang wants to give it to everybody, but some customers are more equal than others, and michael dell has a great...
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Mar 7, 2024
03/24
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now, qualcomm, which has a lot of cell phones, has been red hot. >> broadcom shares up 121%. a $640 million market value, far above tesla's. we're talking about one of the largest companies in the u.s. market by far. so give me a preview on earnings. >> i think people have to recognize that tan, as aggressive as he is, is very straight on the conference call. if you go back to the september conference call, he crushed the stock by saying we still have a lot of businesses that are not on fire. if he does that again, then the people who recommended buying it today are going to be ill-a vised. i think they should have waited to hear what he has to say, because he's not a promotional man. he also is i think someone who put together a company that -- i don't want to say it got lucky that it had a connection, but there are other companies that do ai, marvell tech, that's another one. they also have tangential, the optical part, and they report tonight. these are two companies, marvell and broadcom, that are not on the fringes but they're not wholly there. those are the two diciest.
now, qualcomm, which has a lot of cell phones, has been red hot. >> broadcom shares up 121%. a $640 million market value, far above tesla's. we're talking about one of the largest companies in the u.s. market by far. so give me a preview on earnings. >> i think people have to recognize that tan, as aggressive as he is, is very straight on the conference call. if you go back to the september conference call, he crushed the stock by saying we still have a lot of businesses that are...
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Mar 15, 2024
03/24
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they just reweight the stocks and nvidia and broadcom are being brought down in weight. microsoft and alphabet are being brought up, and the market seems to have anticipated that. i think it's silly that we think this is driving the action. it's a $64 billion etf, and the tech sector is $12 trillion in market value. whi why should it matter? >> i'd like to come back to microsoft for a moment. there's an argument to be made it's a strong reflection of enthusiasm around generative a.i., and it diverged yesterday from nvidia, for example, so i don't know, i mean, is it tech -- i'm just curious what may be behind that. if it's not, if we're not seeing that enthusiasm reflected in some of the other typical names. >> i think it's a matter of there's this kind of push me-pull you, right? microsoft did nothing for weeks. it kind of just went sideways for a little bit, and you know, has not been one of the leaders, and as i said, with a defensive tape, microsoft is a net beneficiary. so, i think we've done a lot of this, taken money from one pocket and putting it into the other w
they just reweight the stocks and nvidia and broadcom are being brought down in weight. microsoft and alphabet are being brought up, and the market seems to have anticipated that. i think it's silly that we think this is driving the action. it's a $64 billion etf, and the tech sector is $12 trillion in market value. whi why should it matter? >> i'd like to come back to microsoft for a moment. there's an argument to be made it's a strong reflection of enthusiasm around generative a.i., and...
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Mar 19, 2024
03/24
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BLOOMBERG
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broadcom will do well. we see the industry shaping up.upply capacity for instance doubling again this year. all the data points to everything remaining strong until 2025 but there is no way to determine what happens beyond 2025 yet. we have leading indicators on that front like adoption and monetization of ai. ed: i love caroline's question. blackwell has 208 billion transistors.in the tentacle so many it is actually two chips and a multi-di format. tmc will make them. something you said, the forecast and fiscal 2025 is $110 billion of revenue, up from $61 billion in 2024. do you have a sense of how quickly blackwell will be revenue-generating? i think they said it would be launching later this calendar year. antoine: yes. when you look at nvidia's prior cycles, hopper that launched in late 2022 represented maybe mid-single digit of sales. mostly in the fourth quarter. that quickly ramped in 2023. maybe to about half of sales. we expect a similar trajectory to play out for blackwell. ed: antoine chkaiban, great to have you on the program
broadcom will do well. we see the industry shaping up.upply capacity for instance doubling again this year. all the data points to everything remaining strong until 2025 but there is no way to determine what happens beyond 2025 yet. we have leading indicators on that front like adoption and monetization of ai. ed: i love caroline's question. blackwell has 208 billion transistors.in the tentacle so many it is actually two chips and a multi-di format. tmc will make them. something you said, the...
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Mar 18, 2024
03/24
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google has chips they make, which is one of the reasons we continue to like broadcom as a stock picknd you also have startups starting to get into this space, whether private companies or older source of companies, so there is a lot of competition but it is no easy trick to build a highly computationally capable chip like the ones nvidia has worked on. caroline: let's dig into the software side. we heard where is the ongoing growth from a revenue perspective? what are you seeing for growth there? >> the software side will become increasingly important. the chips do not work in isolation. the software platform works tightly with chips and makes it easier to run these models and to build the code. the code is now trained on many programmers, so they have a huge advantage in the coordination between hardware and software. we expect the software side to become a bigger driver of revenue and that is why we think there is room for more margin over at nvidia. it is one of the reasons earnings have outpaced revenue growth. we do think it will be able to push harder for the next couple years.
google has chips they make, which is one of the reasons we continue to like broadcom as a stock picknd you also have startups starting to get into this space, whether private companies or older source of companies, so there is a lot of competition but it is no easy trick to build a highly computationally capable chip like the ones nvidia has worked on. caroline: let's dig into the software side. we heard where is the ongoing growth from a revenue perspective? what are you seeing for growth...
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Mar 1, 2024
03/24
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. >>> price target increase on broadcom from bank of america moving from $1,500 per share. drivers to the company's full year 2024 sales outlook with upside from artificial intelligence. shares up franctionally right now. >>> time for the global briefing. meta will move news sections in april. it follows similar actions for those in the uk, france and germany. meta is moving away from the business following misinformation and content controversy. >>> in china, the weak data for manufacturing is raising pressure ahead of the parliament meeting next week. the late lunar new year holiday accounting for weakness as factories shutdown as workers go home. >>> and ryanair forecasts traffic under 200 million passengers after the previous target of 205 million. boeing forced ryanair to cut previous orders. >>> coming up on "worldwide exchange," one word every investor needs to know today and tse g xt guest is unloadin ouidthe sector. more "worldwide exchange" coming up after this. whatever they may be. all that planning has paid off. looks like you can make this work. we can make th
. >>> price target increase on broadcom from bank of america moving from $1,500 per share. drivers to the company's full year 2024 sales outlook with upside from artificial intelligence. shares up franctionally right now. >>> time for the global briefing. meta will move news sections in april. it follows similar actions for those in the uk, france and germany. meta is moving away from the business following misinformation and content controversy. >>> in china, the...
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Mar 12, 2024
03/24
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broa broadcom with the biggest move on the nasdaq. why are you targeting tech? >> with a lot of etfs, we are transparent on a daily basis. folks can read disclosdisclosur. one change is we are getting more tactically cautious on the names like nvidia. we have a basket of names that are great long-term investments. this is a combination of speculative frenzy and strong fundamental drivers. that is a difficult back drop. we have to allocate waiting or probability about each. it is a binary decision. you want to invest in it or don't. we do. we are big believers in technology and productivity gains. this is a generational transformation. we are also managers to think about the near term technicals. some of the stocks are so overbought and the frenzy component has caused us to be cautious. we continue to own a basket of names in the space. asml and lam research. you know, we look forward to reentering the positions, including nvidia, potentially at lower levels. >> let me scjump in. you trim the chips, but you are looking for opportunities to get back in. you gave u
broa broadcom with the biggest move on the nasdaq. why are you targeting tech? >> with a lot of etfs, we are transparent on a daily basis. folks can read disclosdisclosur. one change is we are getting more tactically cautious on the names like nvidia. we have a basket of names that are great long-term investments. this is a combination of speculative frenzy and strong fundamental drivers. that is a difficult back drop. we have to allocate waiting or probability about each. it is a binary...
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Mar 20, 2024
03/24
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. >>> barclay reinstates broadcom at just over $1,400, this as the company joins its firm names as it at a second wave of ai. >>> keybanc getting a boost to its price target on netflix, raising it to $705 from $580. netflix's content is improving and it should drive a ramp-up in prices, price increases, and revenue. >>> apple's ce tim cook is currently in shanghai. the company's retail store opens in that city tomorrow. there's no word whether cook will actually be there. this comes as there's falling iphone sales and competition from huawei. >>> nvidia is looking to buy its next generation chips. at the same time samsung says it expects $1 million or more in revenue to come from its next batch of chips and hopes to create better profit share than market share. >>> and gucci sales declined for the first time. they issued a profit warning due to planned investments and its fashion houses to reinvigorate the core brand. >>> coming up on "worldwide exchange," the key question our next guest plans to ask jay powell following the central bank's latest policy decision. >>> and as nbc celebr
. >>> barclay reinstates broadcom at just over $1,400, this as the company joins its firm names as it at a second wave of ai. >>> keybanc getting a boost to its price target on netflix, raising it to $705 from $580. netflix's content is improving and it should drive a ramp-up in prices, price increases, and revenue. >>> apple's ce tim cook is currently in shanghai. the company's retail store opens in that city tomorrow. there's no word whether cook will actually be...
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Mar 21, 2024
03/24
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we start with the stock broadcom. it is confident in the growth and potential upside. >>> key bang with microsoft and overweight rating and $190 price target. it is an early benefit of a.i. and can capitalize with the boom. >>> and bank of america cutting the target on boeing to 210 per share. shares are rang bound due to the risk in the short-to-medium term. >>> time now for the global briefing. economists are expecting the fed to maintain rates. this after a surprise this morning from the swiss national bank cutting rates by 25 basis points. economists expected it to hold rates steady. >>> apple opening the flagship shore in shanghai today. tim cook says there is no supply chain in the world more critical to us than china. his visit comes as apple sales face pressure from huawei. >>> turning attention now to washington, d.c. congress is racing to approve a deal to fund part of the federal government, but the clock is ticking ahead of the deadline to do so as lawmakers trs try to a a government shutdown. emily wilkin
we start with the stock broadcom. it is confident in the growth and potential upside. >>> key bang with microsoft and overweight rating and $190 price target. it is an early benefit of a.i. and can capitalize with the boom. >>> and bank of america cutting the target on boeing to 210 per share. shares are rang bound due to the risk in the short-to-medium term. >>> time now for the global briefing. economists are expecting the fed to maintain rates. this after a...
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Mar 11, 2024
03/24
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trading and in its own trading, but the fact that we have now seen it clips, -- eclipse broadcom means it is back in the top 10 of most valuable companies in the world. this is still a bet on artificial intelligence. this is "bloomberg technology." ♪ how am i going to find a doctor when i'm hallucinating? what about zocdoc? so many options. yeah, and dr. xichun even takes your sketchy insurance. xi-chun, xi-chun, xi-chun! you've got more options than you know. book now. when you automate sales tax with avalara, you don't have to worry about things like changing tax rates or filing returns. avalarahhh ahhh caroline: bitcoins surging to a new record, $72,000 per token today. digital assets scored another win, more globally speaking to the london stock exchange will soon accept exchange traded notes backed by bitcoin or either. running us now, 21shares cofounder and president ophelia snyder. already got your presence here in the u.s. and europe, so i can imagine, you're looking at how you start to cross those t's, dot thos i's. ophelia: absolutely. we are quite excited that the u.k. is lo
trading and in its own trading, but the fact that we have now seen it clips, -- eclipse broadcom means it is back in the top 10 of most valuable companies in the world. this is still a bet on artificial intelligence. this is "bloomberg technology." ♪ how am i going to find a doctor when i'm hallucinating? what about zocdoc? so many options. yeah, and dr. xichun even takes your sketchy insurance. xi-chun, xi-chun, xi-chun! you've got more options than you know. book now. when you...
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Mar 20, 2024
03/24
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broadcom had some compelling data that showed their numbers are going to see a big raise because of ai's everywhere, contagious, exciting and driving a lot of speculation in the market. haidi: in particular, high-bandwidth memory chips are becoming more and more critical in this space. where do you see the competition in that? daniel: we will see samsung and sk i and micron all playing with this high-bandwidth memory. there will be partnerships announced. we saw nvidia and samsung. testing performance numbers showed more performance, lower heat is the patient -- heat dissipation. the point is they're all pointing toward higher bandwidth memory and it will enable these next-generation ai workloads. as you see the demand for ai chips continue to grow exponentially, you have to understand there are things like memory and networking that will move alongside them. if you are an investor and you say i missed the nvidia wave -- you probably haven't long-term but short-term -- you have to be excited about the jump micron is experiencing. haidi: what are the downside risks? we talk about a supe
broadcom had some compelling data that showed their numbers are going to see a big raise because of ai's everywhere, contagious, exciting and driving a lot of speculation in the market. haidi: in particular, high-bandwidth memory chips are becoming more and more critical in this space. where do you see the competition in that? daniel: we will see samsung and sk i and micron all playing with this high-bandwidth memory. there will be partnerships announced. we saw nvidia and samsung. testing...
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Mar 22, 2024
03/24
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KTVU
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dowc rose 269 points, the s&p was up 16 points for its third record in chipmakers including micron and broadcomd the bay area, really, attentions later demanded the entire country's attention through a new documentary, a couple at the center of a kidnaping that was deemed a hoax by vallejo police is now helping to train other law enforcement agencies. ktvu crime reporter henry lee explains, our story really people, but also the best innt- people. >> denise huskins, who was kidnaped and raped by an intruder but along with her now husband, were hoaxers by thursday to a more appreciative law enforcement audience. >> and even at our lowest, we had faith in ourselves. we believed in ourselves and refused to let people deny the truth of what happened to us. >> during an 18 hour clothes, aaron quinn was accused of killing his girlfriend back , >ñ she's dead. i mean, what are we doing? what are we doing? saying these. >> huskins was released by her kidnaper near her childhood home making it all up because many of the details of their ordeal seemed far fetched to vallejo police and the fbi. the case was
dowc rose 269 points, the s&p was up 16 points for its third record in chipmakers including micron and broadcomd the bay area, really, attentions later demanded the entire country's attention through a new documentary, a couple at the center of a kidnaping that was deemed a hoax by vallejo police is now helping to train other law enforcement agencies. ktvu crime reporter henry lee explains, our story really people, but also the best innt- people. >> denise huskins, who was kidnaped...
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Mar 4, 2024
03/24
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CNBC
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if you want the cheaper ones, broadcom reports later this week. that's one that is not juiced.nd that's hock tan. >> and you think it's still in the center of this overall -- >> it's broadcom, it's dell, maybe marvell, which reports this week. it's lisa su at amd. it's cadence. >> that's all datacenter, right? >> well, it's datacenter, but also, for lisa, it's going to be this. >> well, oh, right. >> lisa's got this going. that's goingto be talked about this week by the old hewlett packard. >> right. generative a.i. on your pc. >> yes. enrico has not talked it up, but lisa su, this is very interesting, this is at the partners meeting. lisa su is by video. jensen h jensen huang's in-person. >> meantime, nvidia's cfo presents today at morgan stanley. >> and colette kress is the best spokesperson and she's the person on the call to get the q&a. she's brilliant. goldman-sachs partner. there's a lot of diaspora there, david. nvidia, when you go listen to them, you know, the idea that they're a bubble, if you go back and look at the top ten companies in 2000, they were all, like, lis
if you want the cheaper ones, broadcom reports later this week. that's one that is not juiced.nd that's hock tan. >> and you think it's still in the center of this overall -- >> it's broadcom, it's dell, maybe marvell, which reports this week. it's lisa su at amd. it's cadence. >> that's all datacenter, right? >> well, it's datacenter, but also, for lisa, it's going to be this. >> well, oh, right. >> lisa's got this going. that's goingto be talked about this...
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Mar 21, 2024
03/24
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BLOOMBERG
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as you look ahead to the new platforms being announced, nvidia earlier this week, broadcom yesterday, they are all placing tremendous emphasis on the performance and power of hbm memory. as ai becomes bigger, data lives in the products that micron makes for ai applications lives in the products such as hbm3e, but high agency dimm modules, as well as other products micron makes. ai is really driving tremendous growth trajectory. hbm3e is going to be critical. this is in very early innings. even if there are any perturbations in supply they will get absorbed over time. what is important to understand is, because hbm3e product is silicon-intensive, across the industry it is really leaving not enough supply for non-hbm products. that is what is driving tremendous strength in terms of demand/supply fundamentals and pricing trajectory for memory. ed: the question is, how do you keep up, right? hbm3e running at 5.2 gigabits a second, you have already mentioned blackwell, you are going to have to bring that next-generation hbm faster. talk us through the ramp of your products, getting them in
as you look ahead to the new platforms being announced, nvidia earlier this week, broadcom yesterday, they are all placing tremendous emphasis on the performance and power of hbm memory. as ai becomes bigger, data lives in the products that micron makes for ai applications lives in the products such as hbm3e, but high agency dimm modules, as well as other products micron makes. ai is really driving tremendous growth trajectory. hbm3e is going to be critical. this is in very early innings. even...
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Mar 25, 2024
03/24
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CNBC
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be speaking about is the 40% revenue growth they are achieving over the last accord if you listen to broadcom'snings call, they are talking about ai networking and the usage of ethernet, which is exactly where this company is. they are in the ai halo. if you want to build out the infrastructure of networking, this company is where you turn >> they didn't downgrade it but just took it off the focus list. >> i want it on the focus list because the focus of the market right now is ai and that's where the company is >> it was on the focus list, and it's up 30% so they want something else on the focus. did you think of that? >>> bertha coombs. >> chinese hackers, the indictment alleged the targeting of u.s. and foreign officials, including high ranking white house officials and multiple u.s. senators. israeli prime minister benjamin netanyahu canceling a planned visit by a high-level delegation to washington as a sign of protest against the u.n. security council's vote to demand a cease-fire in gaza during the muslim holy month of ramadan that passed 14-0 with the u.s. abstaining. by allowing the vo
be speaking about is the 40% revenue growth they are achieving over the last accord if you listen to broadcom'snings call, they are talking about ai networking and the usage of ethernet, which is exactly where this company is. they are in the ai halo. if you want to build out the infrastructure of networking, this company is where you turn >> they didn't downgrade it but just took it off the focus list. >> i want it on the focus list because the focus of the market right now is ai...
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Mar 13, 2024
03/24
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CNBC
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. >> i think broadcom is going to be a very good performer.s trading at a reasonable level, considering the growth it will have. it has a -- they're in the right part of the semiconductor markets, and they have a mystery of making value added acquisitions. up like a lot of tech stocks, they have a history of rising dividend yield. priced reasonably for the growth, so that's a great stock. in the health care space, which is coming a little bit more into favor, i think mckesen will be an outperformer. it's a director of products to the health care industry to biotech pharma. and we had a little bit of a lull in funding, so we haven't had quite the demand for some of those products. i think with the pressure on improving supply lines, improving their operations and their incredible amount of data that they have information that they have for the customers, so they'll continue to be an outperformer. >> great to have you both on "the exchange." thank you very much. >> thank you, friend. >> have a great day. >>> in the meantime, we have the latest r
. >> i think broadcom is going to be a very good performer.s trading at a reasonable level, considering the growth it will have. it has a -- they're in the right part of the semiconductor markets, and they have a mystery of making value added acquisitions. up like a lot of tech stocks, they have a history of rising dividend yield. priced reasonably for the growth, so that's a great stock. in the health care space, which is coming a little bit more into favor, i think mckesen will be an...
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okay, nasdaq composite, top there is broadcom, nxp, micron, global foundries -- or. stuart stuart that's right. every last one of them. lauren: steeping is upgrading them to a -- steeple is upgrading them to a buy nod. -- today. the rally continues. stuart: don't forget to send in your friday feedback to varney viewers varneyviewersfox.com. >>> james carville admits biden's age is a big issue for the white house. roll it. >> i thought it was telling that when he didn't do the super bowl interview. this is a big obstacle that they're facing with d -- faced with, and they have to deal with it. stuart: you know, tonight's interesting -- the address tonight is going if to be interesting, isn't it? >> it's must-see tv. stuart: the immigration, top concern for the voters. so is biden going to take any real action on the border tonight? former acting dhs secretary chad wolf takes that on. of he's next. ♪ ♪ (♪) is bad debt holding you back? ♪ the only limit is the sky ♪ ♪ it's our time ♪ ♪ you don't want to miss it (just a little bit louder) ♪ ♪ it's our time ♪ ♪ you don't w
okay, nasdaq composite, top there is broadcom, nxp, micron, global foundries -- or. stuart stuart that's right. every last one of them. lauren: steeping is upgrading them to a -- steeple is upgrading them to a buy nod. -- today. the rally continues. stuart: don't forget to send in your friday feedback to varney viewers varneyviewersfox.com. >>> james carville admits biden's age is a big issue for the white house. roll it. >> i thought it was telling that when he didn't do the...