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Jun 24, 2024
06/24
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meanwhile, look at seven cisco, look at oakland, half moon bay up there, front and center. those numbers are identical, tomorrow, to what you did today. this is pretty much the same extent of the marine layer that we've had for the last two mornings. so, nothing changes here . this guy will look the same, the day is going to feel the same, and the numbers will pretty much be identical in terms of how you are going to feel. let's talk about a couple of other things, using the forecast imagery over my shoulder. you might remember there were headlines, five days ago, about tropical storm alberto, which had been moving across mexico and parts of texas . alberto is no more, but the leftover ingredients are still there, and they are getting caught up in the flow, believe it or not, that will route some of it our way. you can see the clouds up there, let's take a closer look at this. we will watch that again you're going to see all of a sudden on tuesday afternoon, just going to turn on like that, and yes, there are showers, and maybe an occasional thunderstorm mixed in. there is
meanwhile, look at seven cisco, look at oakland, half moon bay up there, front and center. those numbers are identical, tomorrow, to what you did today. this is pretty much the same extent of the marine layer that we've had for the last two mornings. so, nothing changes here . this guy will look the same, the day is going to feel the same, and the numbers will pretty much be identical in terms of how you are going to feel. let's talk about a couple of other things, using the forecast imagery...
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Jun 4, 2024
06/24
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cisco live was not enough.m there and we are actually going to give a longer-term framework in just a couple hours. >> it is down there because of this. i don't think that is the new cisco sense. you have a lot more annual recurring revenue now. >> we set a target in 21 to hit 50% of our revenue coming by prescriptions by 2025. we deal with a lot of complex disruption over the last four years with supply chains. it is not giving clear visibility to the benefit of that transition. now that we are coming out of that digestion phase we talked about, i think having that much of the business coming from occurring and subscriptions will begin to show up in a lot more consistent execution. >> that is why the stock is too cheap. you know i'm an eagles fan and you're a falcons fan. tom brady? is he that great? >> i am going to do a fireside chat with him when we leave here. is a really good guy and our customers love spending time with him. >> you think is going to be the best announcer on the get go? they have a big th
cisco live was not enough.m there and we are actually going to give a longer-term framework in just a couple hours. >> it is down there because of this. i don't think that is the new cisco sense. you have a lot more annual recurring revenue now. >> we set a target in 21 to hit 50% of our revenue coming by prescriptions by 2025. we deal with a lot of complex disruption over the last four years with supply chains. it is not giving clear visibility to the benefit of that transition....
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Jun 21, 2024
06/24
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one of my picks for the day is cisco.co trading at a multiple of 12.5 times earnings. it is like a 60% discount to the tech sector. you cannot have an a.i. boom without network improvements. they are coming off this inve inventory correction. i want to be ahead of that. it will not be whatever nvidia has been. it will not be a ten bagger again. it will be 10% or 15% return. >> i know you are a dividend investor, too. given over 3% is attractive. quickly on this one, jenny, you gave us another pick in the transport space. gxo. why are you bullish on gxo? >> you know how we were chatting the other day do we wait for the market to correct? you always put money to work. this is at a 52-week low. it doesn't matter. it is trading at 15.6 times earnings. it has 8% earnings growth this year. why is it down so much? i'm not really sure. it was spun off from xpo. it is the logistics outsourcing. we know spinoffs don't get a lot of love. they had the first quarter earnings report. it is a fabulous company. when you have mid teens ea
one of my picks for the day is cisco.co trading at a multiple of 12.5 times earnings. it is like a 60% discount to the tech sector. you cannot have an a.i. boom without network improvements. they are coming off this inve inventory correction. i want to be ahead of that. it will not be whatever nvidia has been. it will not be a ten bagger again. it will be 10% or 15% return. >> i know you are a dividend investor, too. given over 3% is attractive. quickly on this one, jenny, you gave us...
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Jun 18, 2024
06/24
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and i went -- at one time we were one of the largest shareholders of cisco.ll have burns on my finger from that. we experienced some good times as well. my son pointed this out that a lot of people are managing a lot of money went through similar experiences are my age now running that money. hopefully we don't make the same mistakes. nvidia, we have a philosophy where we prune names as they've gained. so every investor needs to consider the risks that they're taking. you need to be prudent, but this is a once-in-a-lifetime opportunity just as the birth of the internet was and cisco. and so, artificial intelligence, the advent of c 3 po, r 2-d 2 coming alive here is something that has legs structurally, clearly you're absolutely right. you have to wash inventory levels and cash flows and be nimble and quick which benefits uz as a smaller manager, i believe. >> i think back, doug, on the history of companies that win that coveted title of the most valuable company in the world, a lot of them lose that title pretty quickly. and they can go into the woods for a
and i went -- at one time we were one of the largest shareholders of cisco.ll have burns on my finger from that. we experienced some good times as well. my son pointed this out that a lot of people are managing a lot of money went through similar experiences are my age now running that money. hopefully we don't make the same mistakes. nvidia, we have a philosophy where we prune names as they've gained. so every investor needs to consider the risks that they're taking. you need to be prudent,...
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Jun 12, 2024
06/24
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very area 1 step closer to seeing giant pandas at the cisco zoo city supervisors. gave mayor london breed the green light to start raising 25. 0 in private funds to bring pandas. from china and building closures for them at the zoo. okay. turning to our weather give you a live look outside in san jose were that's still 1 of the hot spots along the bay area. let's check in with meteorologist jessica burch. >>skies and some breezy conditions. that's what we're expecting, as we head into our forecast. today. which is a lot different compared to yesterday's 1st alert weather day when we were dealing with some extreme heat, off in our inland areas. it's a lot more mild for our daytime highs today, but take a look at this that onshore flow really gives us a nice cool. conditions. throughout this afternoon with wind speeds anywhere up to around 25. to 30 miles. mph. from areas like bodega bay. stretching all throughout our inland areas, heading into dinner time hours tonight. other than that, though the forecast has been relatively mild. this morning alone, heading into t
very area 1 step closer to seeing giant pandas at the cisco zoo city supervisors. gave mayor london breed the green light to start raising 25. 0 in private funds to bring pandas. from china and building closures for them at the zoo. okay. turning to our weather give you a live look outside in san jose were that's still 1 of the hot spots along the bay area. let's check in with meteorologist jessica burch. >>skies and some breezy conditions. that's what we're expecting, as we head into our...
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Jun 11, 2024
06/24
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that is where a company like cisco will have a new life.inal business going strong. thank you very much, dan, good to have you. folks, new records for the s&p and the nasdaq. [closing bell rings] dow closing lower by 124 points. do not miss our coverage of the fed rate decision news conference. ♪. larry: hello, folks, welcome to "kudlow," i'
that is where a company like cisco will have a new life.inal business going strong. thank you very much, dan, good to have you. folks, new records for the s&p and the nasdaq. [closing bell rings] dow closing lower by 124 points. do not miss our coverage of the fed rate decision news conference. ♪. larry: hello, folks, welcome to "kudlow," i'
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Jun 20, 2024
06/24
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many could not resist making comparisons to cisco because at one point back in the day cisco, brieflyecame the most valuable stock out there. of course thereafter is crashed and it burned. listen i know all about this. i wrote an entire chapter on it in my book. nvidia is not cisco. we know it is a much different company. i wrote the entire chapter because i knew these comparisons would be made. should we have some concerns? >> yeah, i mean, you know the thing is, first of all, you have some great charts and great data and probably one that most resonates with me is the top 10 companies accounting for nearly half the market cap of the whole market. you know one of the things about buying index funds you get diversification, you get 500 names. the fact now is, is the zigging and zagging of the 500 is determined by two of the 10. instead of buying the s&p you're really buying nvidia plus. so that's a concern. the other thing you alluded to, all the other selling going on, i did just a quick study this morning to learn that half, 258 companies out of the s&p 500, are currently trading mo
many could not resist making comparisons to cisco because at one point back in the day cisco, brieflyecame the most valuable stock out there. of course thereafter is crashed and it burned. listen i know all about this. i wrote an entire chapter on it in my book. nvidia is not cisco. we know it is a much different company. i wrote the entire chapter because i knew these comparisons would be made. should we have some concerns? >> yeah, i mean, you know the thing is, first of all, you have...
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Jun 18, 2024
06/24
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liz: one of your clients is cisco, the wholesale food operator and manufacturer, not the cisco, but thecan you give me an example of how you have helped a company like that make sure that their products arrive safe and still fresh? >> so we work with sysco foods and many other food distributors who feed the entire country. what we're doing is helping them understand where their trucks are but how things are going back on the trailer which is where all the food is so if you think about the trailers that need refrigerated for food safety it's a data challenge where it needs to be the right temperature at the right time and everything is showing up in the right place so we provide realtime alerts around the company itself, visibility into what are called refrigerated units, and we provide realtime notifications when they show up at the distribution center or at the retail location to deliver to the grocery store, so again, we're providing all that data and we do it in a really simple way so they can get as much value from it as possible. liz: let me ask you what i asked you first about hom
liz: one of your clients is cisco, the wholesale food operator and manufacturer, not the cisco, but thecan you give me an example of how you have helped a company like that make sure that their products arrive safe and still fresh? >> so we work with sysco foods and many other food distributors who feed the entire country. what we're doing is helping them understand where their trucks are but how things are going back on the trailer which is where all the food is so if you think about the...
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Jun 20, 2024
06/24
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, and what's happened with cisco?t didn't see a quarter-on-quarter decline. it just saw the growth slowing. >> yeah. >> and what happened? we saw significant drawdowns during cisco's reign as sort of the backbone of the internet. >> you had a lost decade-plus. i was looking back in terms of the actual profitability of cisco. it was unremarkable, actually. it was mostly about sales growth and how everyone assumed the internet was so far from getting fully built out, and they had this head start. so, i was looking back, you know, in 2000. cisco earns $2.6 billion on $19 billion in revenue. >> that's a rounding error. >> in terms of margins. whereas nvidia, it's like 54% net margins on $160 billion expected revenue this year. when apple first got to the net income number that nvidia is expected to get to this year, it was, like, four years ago, apple had more than twice the revenue. so, that's your question. can they somehow sustain that outsize share of a.i.-related hardware profit? >> you're referring to this "journal"
, and what's happened with cisco?t didn't see a quarter-on-quarter decline. it just saw the growth slowing. >> yeah. >> and what happened? we saw significant drawdowns during cisco's reign as sort of the backbone of the internet. >> you had a lost decade-plus. i was looking back in terms of the actual profitability of cisco. it was unremarkable, actually. it was mostly about sales growth and how everyone assumed the internet was so far from getting fully built out, and they...
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Jun 22, 2024
06/24
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and cisco which makes fiber-optic cables that have a.i. server tracks. >> and all the iphones.ou pinned at the annual or the bulk of the annual. story on the top 25 ceos in the country. what is happening in the corner office. >> 25 names but 24 companies, netflix has two managerial conjoined executives that the proper term a.i. as we talked about was a huge theme half of the companies that made the list are involved in they make chips for a.i. and sell cloud computing and use algorithms to sharpen the marketing and some sell electricity to data centers, big thing was the end of excuses, we are four years beyond the pandemic, demand has largely bounced back, supply chain has eased in interest rates are more normal than not it inflation as well off the highs. if you're in an s&p 500 company out there talking about the possibility that it's you not the conditions i'll give you an example, delta is absolutely killing it right now in the other airlines are mostly something financially and the problem is not air travel there is loads of passengers out the there, -- jenness delta is w
and cisco which makes fiber-optic cables that have a.i. server tracks. >> and all the iphones.ou pinned at the annual or the bulk of the annual. story on the top 25 ceos in the country. what is happening in the corner office. >> 25 names but 24 companies, netflix has two managerial conjoined executives that the proper term a.i. as we talked about was a huge theme half of the companies that made the list are involved in they make chips for a.i. and sell cloud computing and use...
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Jun 20, 2024
06/24
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ALJAZ
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in china, a lot of companies responded, cisco included, we're taking the seriously, we're looking into it, we'll get back to you and usually that's the play. hopefully the report will go away and my hope is to not go away. and so they do the same thing with congressman right. several companies use the argument, but with the lender, the supply chain between best thoughts, processing the dots, unexplored to us. it's almost impossible to track the original sea food. it also happens to be very profitable for them to blind themselves to the details. that answer is not going to be good enough with me. it's not going to be good enough with the american people and the american seaford consumers. we're going to demand change because we know too much, you know, lead to the us government find imports from seaford process, so shunned on me, job crew, back in indonesia, father, whose family is still dealing with the law for some, but in the got i got little while williams are yeah. okay. the media needs that i'm going to put in the at the airport when i come down by, do you do movies on the family
in china, a lot of companies responded, cisco included, we're taking the seriously, we're looking into it, we'll get back to you and usually that's the play. hopefully the report will go away and my hope is to not go away. and so they do the same thing with congressman right. several companies use the argument, but with the lender, the supply chain between best thoughts, processing the dots, unexplored to us. it's almost impossible to track the original sea food. it also happens to be very...
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Jun 3, 2024
06/24
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cisco and cdw. sonali: this is bloomberg markets.is time for the wall street beach where we look at an ugly moment for wall street's hottest trade and that is private credit. joining us is carmen arroyo to talk about what happened in one incident with a company associated with vista equity partner. what exactly happened here that threaten some of the investments? carmen: what happened is this to purchased of this company in 2021. it was a time when there were a lot of lbo's happening and they financed the purchase with a direct loan from a club of lenders. since then the company has not performed well and they had to pay an interest payment on the loan. the company could not do it or it did not want to do it or basically had to find ways to make up for the interest payment. with the company did is take out certain assets, intellectual property and put it in a restricted subsidiary weakening the lenders claim to those assets. sonali: the whole thing about private credit was it is a small group of lenders. the private equity firm, priv
cisco and cdw. sonali: this is bloomberg markets.is time for the wall street beach where we look at an ugly moment for wall street's hottest trade and that is private credit. joining us is carmen arroyo to talk about what happened in one incident with a company associated with vista equity partner. what exactly happened here that threaten some of the investments? carmen: what happened is this to purchased of this company in 2021. it was a time when there were a lot of lbo's happening and they...
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Jun 22, 2024
06/24
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ALJAZ
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in china, a lot of companies responded, cisco included, we're taking this seriously. we're looking into it, we'll get back to you, and usually that's the play. hopefully the report will go away and my hope is to not go away. and so they do the same thing with congressman right. several companies use the argument, but with the lender, the supply chain between best thoughts processing dots, unexplored to us. it's almost impossible to track the original sea food. it also happens to be very profitable for them to blind themselves to the details. that answer is not going to be good enough with me. it's not going to be good enough with the american people and the american seaford consumers. we're going to demand change because we know too much, you know, lead to the us government, find imports from seaford process are shunned on me. jack drew back in indonesia, father, whose family is still dealing with that law for some, but even yet i got little white and williams are. yeah. can you meet your needs that i'm going to put in the at the airport when i kind of been down by do
in china, a lot of companies responded, cisco included, we're taking this seriously. we're looking into it, we'll get back to you, and usually that's the play. hopefully the report will go away and my hope is to not go away. and so they do the same thing with congressman right. several companies use the argument, but with the lender, the supply chain between best thoughts processing dots, unexplored to us. it's almost impossible to track the original sea food. it also happens to be very...
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Jun 15, 2024
06/24
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FBC
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and their cisco is not been really a thing since the .com boom and you think would be swapped out forng like an arista networks either affect our underperforming right now see what muscles are what was deleted out okay will yield the video naturally on his inflation is and that's bottom market with the heavy. ben: think what's going on first of all the inflation looks like it is getting will still heading towards 2 percent and that is good but there also may be a little bit of a concern about the growth outlook being built into the bottom and up on the market also when people start to worry about with audios and move on through safety that may be going on maybe too soon to tell. jack: when you looking for next week. ben: jobless claims that a big jump this past week when you see if that is the beginning of a trend or just a one-time deal. jack: the tenderly payrolls trees that big development in the disease devastating to the patients and families alzheimer's and tells about medical news. teresa: yes out a panel of the fda advisors, unanimously agreed that eli lilly's new out as good
and their cisco is not been really a thing since the .com boom and you think would be swapped out forng like an arista networks either affect our underperforming right now see what muscles are what was deleted out okay will yield the video naturally on his inflation is and that's bottom market with the heavy. ben: think what's going on first of all the inflation looks like it is getting will still heading towards 2 percent and that is good but there also may be a little bit of a concern about...
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the a lot of the cisco moment through the sexual risk without that gives very well, what are the women over to me and also the, some of those you can assume for the system has been what is causing it. she'll be with me before you come to cisco, which is the formal but yeah, when you read move to, there's all of the, all the a bunch of love of if we doesn't forcibly more you possibly will. this just me, you room temperature, but always use disappointed if you want me to see what i use for mobile x your panel, there's some more floors prohibiting the teaching and the usage of the russian language were introduced in ukraine. soon after the 2014 code, the specialization of the wedding in okay, is going to use a can you provide f models coming on using the piano? escape? no problem. i've gotten this deal easy when i had a mustache. nature believe the fisher needs sort of a lesson rather than letters and i change orders. so now someone just sitting up on a new one in case you lose a couple of a sudden we swear a little more to the publisher story. and young cowski leads us through the centra
the a lot of the cisco moment through the sexual risk without that gives very well, what are the women over to me and also the, some of those you can assume for the system has been what is causing it. she'll be with me before you come to cisco, which is the formal but yeah, when you read move to, there's all of the, all the a bunch of love of if we doesn't forcibly more you possibly will. this just me, you room temperature, but always use disappointed if you want me to see what i use for mobile...
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Jun 10, 2024
06/24
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KRON
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a terminal at 7 cisco airport named after is kind of amazing photos on the wall in the terminal.ny still remembers when harvey asked him for help almost 50 years ago, called me up you had a successful. >> then if you need to break, let's do to raise money to fight the brakes initiative which he helped defeat. he says the castro was a place of community where everyone knew your name. >> harvey was a politician. he was also a person you could talk to. you know, it wasn't like he was on the pedestal but he was also on a soapbox fighting for rights. in reality, he never lived to see this terminal is just a small glimpse of a klein says they fought for. >> and having this story at a place where thousands pass through not only educate people, but also even start a conversation at home, which is what this traveler says is needed. even if you're not like or whatever, identifying as, something like that, having that be something that >> it's visible and like easily seen, i think it never hurts his. and while many things have changed, some of the lgbt community continue to fight for equal
a terminal at 7 cisco airport named after is kind of amazing photos on the wall in the terminal.ny still remembers when harvey asked him for help almost 50 years ago, called me up you had a successful. >> then if you need to break, let's do to raise money to fight the brakes initiative which he helped defeat. he says the castro was a place of community where everyone knew your name. >> harvey was a politician. he was also a person you could talk to. you know, it wasn't like he was...
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the 3rd 1996 on cisco ocean. cool. a full hour from here. the fucking near the or door goes slowly or we are in the 3rd period of the crowds of messages in the district war 3. so the sort of this indictment and sentence totaled about a $150.00 pages on december. the 26th. 1996 to the russian military district i doodle. symptoms to the pseudo to this solution and you will. ringback most show on october, the 17th 1987, a note was sent to the head of the appellate body district, similar registry office in key of region. please registered the death of convicted by sorta recording. nikita, which date of death, october the 2nd, 1997 battalion tremendous most ski avoided punishment. he lived in the usa and died of natural causes. the ukrainian 1st company commander fain that's getting headed the ukrainian does so in canada, he was never brought to justice, letting me catch a little cut, another $119.00 vitality, an executioner, but also settled in canada, form or position to come with. so i was, was a show shimmer, you know, was i thought it was th
the 3rd 1996 on cisco ocean. cool. a full hour from here. the fucking near the or door goes slowly or we are in the 3rd period of the crowds of messages in the district war 3. so the sort of this indictment and sentence totaled about a $150.00 pages on december. the 26th. 1996 to the russian military district i doodle. symptoms to the pseudo to this solution and you will. ringback most show on october, the 17th 1987, a note was sent to the head of the appellate body district, similar registry...
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Jun 20, 2024
06/24
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look at nvidia, since essentially january 1st of last year, it's roughly 7x and when you go back to ciscok over a two year timeframe that's 7x. oracle, 10x. these were incredible moves and the companies eventually petered out. when it comes to nvidia, when it comes to a.i., there's takes a ton of staying power here and nvidia still has the number one a.i. chip. amd probably has the second best chip and they're really far behind. the big difference here is when it comes to nvidia, they are making money hand over fist. and people who are nvidia bearers will point to the 45 times forward multiple. maria: it's a big multiple. >> when you're growing earnings, your long-term earnings growth rate is expected to be 42 to 45%, it's not expensive from a peg ratio standpoint so i still think there's plenty of opportunity here. i've heard calls of 5 trillion in market cap. maria: wow. >> i don't know -- maria: are you serious-a- >> i don't know that that's possible this year. maria: this years it's 3.3 trillion. it's not going to get to 5 trillion in months. >> the stock was up 240% last year. it's u
look at nvidia, since essentially january 1st of last year, it's roughly 7x and when you go back to ciscok over a two year timeframe that's 7x. oracle, 10x. these were incredible moves and the companies eventually petered out. when it comes to nvidia, when it comes to a.i., there's takes a ton of staying power here and nvidia still has the number one a.i. chip. amd probably has the second best chip and they're really far behind. the big difference here is when it comes to nvidia, they are...
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Jun 12, 2024
06/24
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so when you think about a cisco, you know, there's going to be these a.i.-adjacent trades, it will broaden out, and these things slow down, but maybe they come for the other stuff. >>> there's a lot more "fast money" to come, including a live frankfurter faceoff coming to netflix. >> a five-star rating for ride share stocks, as uber and lyft hail some big gains. the driving force behind those moves, and if the wheels can keep spinning on this trade. >>> plus, one big bank sitting out today's rally. a top analyst joins us next to lay out the names worth a deposit, and the ones to avoid. you're watching "fast money," live from the nasdaq market site in times square. we're back right after this. as an independent financial advisor, my promise to you is simple. as a fiduciary, i promise to put your interests first, always. i promise that our relationship will go well beyond just investment decisions. it's the intersection of your money and your life where we can make the biggest difference. [announcer] charles schwab is proud to support the independent financia
so when you think about a cisco, you know, there's going to be these a.i.-adjacent trades, it will broaden out, and these things slow down, but maybe they come for the other stuff. >>> there's a lot more "fast money" to come, including a live frankfurter faceoff coming to netflix. >> a five-star rating for ride share stocks, as uber and lyft hail some big gains. the driving force behind those moves, and if the wheels can keep spinning on this trade. >>> plus,...
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Jun 24, 2024
06/24
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CNBC
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that's just cisco. that's true for ibm, et cetera. >> okay. >> you had multiple corrections along the way on the way to what game became the ultimate bubble, but this actually -- i can use this as a moment to pivot. i brought along a screenshot of a "new york times" article from july i think it was of 1995 from floyd norris, here it is up on the screen >> okay. >> floyd norris for the younger viewers was the mike santoli before mike santoli, the preeminent financial reporter. a bubble grows each bigger about the tech sector in july of 19956789 in the context of nvidia pulling back there were multiple times over the course of the late 1990s when people talked about the market being in the bubble, the greenspan speech was from 1996, you still went on to have '97, '98 and '99 i'm not making any comment about nvidia as a company or worthwhile investment, what i'm saying for younger investors who did not experience the late 1990s, early 2000s, you are going to have charts that do what nvidia has done where y
that's just cisco. that's true for ibm, et cetera. >> okay. >> you had multiple corrections along the way on the way to what game became the ultimate bubble, but this actually -- i can use this as a moment to pivot. i brought along a screenshot of a "new york times" article from july i think it was of 1995 from floyd norris, here it is up on the screen >> okay. >> floyd norris for the younger viewers was the mike santoli before mike santoli, the preeminent...
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seeing donald trump perform in the polls in swing states in particular as mentioned arizona, nevada from cisco last night raised -- san francisco, because guess what even san francisco that he electorate is upset americans showing they care about issues that is where the biden administration has failed. >> talking on the break about kamala harris what a winner joking when i say that, because remember border czar, given a very large platform to handle border failed completely at that, trying to clean up with her as well. maria: . >> they have no defense that is what you saw in that interview last night. maria: now the republican national convention is less than six weeks away former president trump's campaign is picking up pace finding a potential running mate starting to request vetting documents from vice president short list sources told me names keep coming up north dakota governor doug burgum flurry senator marco rubio ohio senator j.d. vance ron desantis another one president trump is looking at chris when i interviewed president trump earlier in the year, he said and i said o to him what
seeing donald trump perform in the polls in swing states in particular as mentioned arizona, nevada from cisco last night raised -- san francisco, because guess what even san francisco that he electorate is upset americans showing they care about issues that is where the biden administration has failed. >> talking on the break about kamala harris what a winner joking when i say that, because remember border czar, given a very large platform to handle border failed completely at that,...
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dw reports of one cisco boost is in mannheim and has more. this has triggered a huge debate in the whole country. actually, because of the parties suspect, an islam as motive behind the crime. so the debates are primarily about how to deal with is the most extreme, this here should that be harsh? punishments should that be hospitals, especially regarding migrants who have come to germany and to commit crimes here? can they, can they be deported back easier to countries like syria or of gun his time with this? a ticket is coming from because these countries are considered not safe. so this is a very, very tricky question. politically, but also legally. and every case actually has to be assessed individually is francisco, is this for pushing the algebra now just 50 days until the status of the olympic games in power? as soon as possible, the countdown organizes have mounted 5 olympic rings on the cities. most famous landmark, the eiffel tower will be adorned with the eye clinic rings for the duration of the sun. the games which take place from
dw reports of one cisco boost is in mannheim and has more. this has triggered a huge debate in the whole country. actually, because of the parties suspect, an islam as motive behind the crime. so the debates are primarily about how to deal with is the most extreme, this here should that be harsh? punishments should that be hospitals, especially regarding migrants who have come to germany and to commit crimes here? can they, can they be deported back easier to countries like syria or of gun his...
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Jun 11, 2024
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you'll need cisco to lay that out.ck also be a beneficiary of 13 times earnings and pays a good yield. another one that has done quite well is qualcomm. we think that has a new business cycle in terms of phones. also, they're going to be in pcs with ai. so that's an exciting company, not nearly as highly priced as nvidia, but the procspects are good, not great. >> david, thank you. appreciate your time. >>> coming up, as we mentioned, apple hitting a new all-time high and flirtding with its best day in a year and a half after unveiling new ai offerings, but some, clip udzing elon musk, are raising concerns about privacy and curt. that's next. >>> one luxury real estate developer in downtown san francisco is looking at opportunities on the other side of the country. he'll join us with what he's seeing in the market and what's happening in commercial real estate. "the exchange" is back after this. >> this is "the exchange" on cnbc. to start a business, you need an idea. it's a pillow with a speaker in it! that's right cr
you'll need cisco to lay that out.ck also be a beneficiary of 13 times earnings and pays a good yield. another one that has done quite well is qualcomm. we think that has a new business cycle in terms of phones. also, they're going to be in pcs with ai. so that's an exciting company, not nearly as highly priced as nvidia, but the procspects are good, not great. >> david, thank you. appreciate your time. >>> coming up, as we mentioned, apple hitting a new all-time high and...
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Jun 28, 2024
06/24
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BLOOMBERG
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cisco and cdw. >> a live shot of the principal room.ck out our podcast+ on the terminal end online. this is bloomberg. ed: the ford -- firm kleiner perkins announced today raised more than $2 billion for two new funds. the first 825 million dollars fund will target young startup that another $1.2 billion fund will be allocated towards a later stage fund. kleiner perkins will look for start ups leveraging ai for growth. now let's look at the state of the tech m&a market. aly love from plimpton joins us for more. it's been an interesting few weeks in the world of m&a. when i speak to venture capitalists, they might be more upbeat that some of their later stage venture backed companies are more likely to be acquired then go public. there is energy there. is that something you see from your desk? aly: that's exactly right. there is a lot of optimism in the market right now. when you look at the last three-four years, there was a massive uptick in 20 21 and 2022 that dropped off precipitously with values dropping in the end of 2022 and all o
cisco and cdw. >> a live shot of the principal room.ck out our podcast+ on the terminal end online. this is bloomberg. ed: the ford -- firm kleiner perkins announced today raised more than $2 billion for two new funds. the first 825 million dollars fund will target young startup that another $1.2 billion fund will be allocated towards a later stage fund. kleiner perkins will look for start ups leveraging ai for growth. now let's look at the state of the tech m&a market. aly love from...
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Jun 11, 2024
06/24
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that is where a company like cisco will have a new life. liz: which got networking equipment, original business going strong. thank you very much, dan, good to have you. folks, new records for the s&p and the nasdaq. [closing bell rings] dow closing lower by 124 points. do not miss our coverage of the fed rate decision news conference. ♪. larry: hello, folks, welcome to "kudlow," i'm larry kudlow. the top story today, the top story, hunter biden found guilty on all three charges in the delaware gun trial. we got andy mccarthy to review it for us. congressman byron donalds reacting in a few moments. first up our very own lydia hu standing by with all the details. what can you tell us? >> larry the president's son hundred hunt is convicted felon. the jury did in three hours. they found that hunter lied on a federal gun form when he claimed he was not a drug user. the third count was found guilty possessing a gun battling addiction. one juror spoke to fox news after the verdict said the case was hard wrenching. here is more. >> nobody is above
that is where a company like cisco will have a new life. liz: which got networking equipment, original business going strong. thank you very much, dan, good to have you. folks, new records for the s&p and the nasdaq. [closing bell rings] dow closing lower by 124 points. do not miss our coverage of the fed rate decision news conference. ♪. larry: hello, folks, welcome to "kudlow," i'm larry kudlow. the top story today, the top story, hunter biden found guilty on all three charges...
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you to switch to town named connie, you said completed the cisco. you said the piece of income on those of google do secure on print to that. i was wondering please the and some of the surely you remember the name connie pole? this was the scene if you'll biggest domestic vendors in the present stilton opinion coordinate is the great grandson who faced the name of his grandfather, who was there was a child told him the story about how much you're going to sit down to a non cabinet to us and which i do and to come up with a to get new bus. nobody i, when did you want to do? i wow. which i do show and i know who to and on could get up to 6, wednesday, wednesday or 2, which is see the inside cuz the whole so late, i kind of use a map and so michelle, what you end up with as well. so the more guys you guys think of, you know, more intuitive to though i have a of the big oh my god does have to listen to me knowing when the kindly low and the it's a tv to like, you know, why is z e c o or on own behind the walls weights and the opponent race are huge and
you to switch to town named connie, you said completed the cisco. you said the piece of income on those of google do secure on print to that. i was wondering please the and some of the surely you remember the name connie pole? this was the scene if you'll biggest domestic vendors in the present stilton opinion coordinate is the great grandson who faced the name of his grandfather, who was there was a child told him the story about how much you're going to sit down to a non cabinet to us and...
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you said completed the cisco. if the if the gun on those of google do secure on print to that, i was wondering lose the some of the surely you remember the name connie pole? this was the scene if you'll biggest domestic again the the presence hilton, an incognito is the great grandson room. this is safe to name his grandfather. who was there was a child who told him the story. how much you're going to say. ok, what none cabinet to us, which i do and the come up with said to get new bus. nobody i, when did you want to watch with our, with our new show and i know who to and i could get a is it with your to with i see the inside cuz the whole so late, i kind of use a map and so michelle, what you end up with well ok, who number 13, what guys you guys think of who number 72. and that's what i like. i have a of the big oh my god does have to listen to me knowing that i'm kindly low and i, it's a duty to like, you know, because i've heard of it says, why is z e c o o i knew was weights and opponent rates are huge and si
you said completed the cisco. if the if the gun on those of google do secure on print to that, i was wondering lose the some of the surely you remember the name connie pole? this was the scene if you'll biggest domestic again the the presence hilton, an incognito is the great grandson room. this is safe to name his grandfather. who was there was a child who told him the story. how much you're going to say. ok, what none cabinet to us, which i do and the come up with said to get new bus. nobody...
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Jun 19, 2024
06/24
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back then,s cisco surpassed microsoft in the s&p 500.he backbone of this whole data and basically fueling the internet at that time, just the waytoday a.i. is fueled by y nvidia. maria: i think it's a good analogy. >> it can get crazier, prices can get higher. cisco topped out 200 times forward earnings, we're moving 50 times forward earnings. >> 45 times forward earnings. >> i'm sure you're checking it every second. >> trust me. >> this makes me think about if you look at the s&p 500 on a current pe ratio at 23 times, during the tech you bubble it got to 28 times which if this mirrors that, and i think history does tend to -- maybe not repeat, we're going to 6500 on the s&p and i think that's realistic. we talked about this before, the fed most likely will cut once this year. i see this with lots of clients walking in the door with you way too much money in crash. if you see your 5% rate go down, where will that money go? the hottest part of the market where all the momentum is and that's the big mega cap a.i. names, nvidia, microsoft,
back then,s cisco surpassed microsoft in the s&p 500.he backbone of this whole data and basically fueling the internet at that time, just the waytoday a.i. is fueled by y nvidia. maria: i think it's a good analogy. >> it can get crazier, prices can get higher. cisco topped out 200 times forward earnings, we're moving 50 times forward earnings. >> 45 times forward earnings. >> i'm sure you're checking it every second. >> trust me. >> this makes me think about if...
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Jun 25, 2024
06/24
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CNBC
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cisco's forward multiple got something like a peak of 130x. again, we're below the mean for the last five years. even though the stock has done well, it is still relatively cheap compared to where it's traded in the past. >> your points are well made and valid, too, on the valuation in the past. raskin point out when we most recently spoke that before this run even started, nvidia was at 60 times. now as you said, it's 40. obviously on an historical basis, it's nowhere near as expensive as it once was. i can promise you, though, if it gets to 70 times and has $6 trillion in market cap, i mean, the conversation is going to be different at that point, don't you think? >> you, me and everybody watching will be ringing the register at that point, happily. at some point it will get to crazy, silly levels. i think we've been overeager to get to that point faster than the realities of where the stock has traded in relation to its revenues and actual earnings. >> all right. the $6 trillion man. we'll see what happens. eric, i appreciate the conversati
cisco's forward multiple got something like a peak of 130x. again, we're below the mean for the last five years. even though the stock has done well, it is still relatively cheap compared to where it's traded in the past. >> your points are well made and valid, too, on the valuation in the past. raskin point out when we most recently spoke that before this run even started, nvidia was at 60 times. now as you said, it's 40. obviously on an historical basis, it's nowhere near as expensive...
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Jun 20, 2024
06/24
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and, by the way, cisco still isn't back to where it was in 1999.exactly what's happening in nvidia. i have no idea when it's going to stop, but coming -- dan ives saying it's got another trillion of market capp to go, that's the kind of thing that marks the moment where we're going to look back and go, boy, what were we thinking. i don't know if it's in a week, a month or a year, but it's going to happen. and you heard it hear first on fox business. stuart: actually, there are others who said exactly -- >> but not right now, today on the longest day of the year. stuart: david, you're with me for the hour, you lucky guy. let's get to politics. just over four months til the election, and we have new fox polls. lauren, the long list, give 'em to me. lauren: okay. biden is the front-runner for the first time this year. he gets 50% of the vote, trump get cans 48%, so biden -- gets 48. so biden is up 2 points, the main reason is that voters' views on the economy hit 332. that's -- 32. that's the highest of his presidency. even though more voters trust tr
and, by the way, cisco still isn't back to where it was in 1999.exactly what's happening in nvidia. i have no idea when it's going to stop, but coming -- dan ives saying it's got another trillion of market capp to go, that's the kind of thing that marks the moment where we're going to look back and go, boy, what were we thinking. i don't know if it's in a week, a month or a year, but it's going to happen. and you heard it hear first on fox business. stuart: actually, there are others who said...
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Jun 6, 2024
06/24
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KRON
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a terminal at 7 cisco airport named after is kind of amazing photos on the wall in the terminal. have clients friends protesting any still remembers when harvey asked him for help almost 50 years ago, called me up you had a successful. >> then if the gets you need to break, let's do to raise money to fight the brakes initiative which he helped defeat. he says the castro was a place of community where everyone knew your name. >> harvey was a politician. he was also a person you could talk to. you know, it wasn't like he was on the pedestal but he was also on a soapbox fighting for rights. in reality, he never lived to see this terminal is just a small glimpse of a klein says they fought for. >> and having this story at a place where thousands pass through not only educate people, but also may even start a conversation at home, which is what this traveler says is needed. even if you're not like or whatever, identifying as, something like that, having that be something >> it's visible and like easily seen, i think it never hurts his. and while many things have changed, some of the l
a terminal at 7 cisco airport named after is kind of amazing photos on the wall in the terminal. have clients friends protesting any still remembers when harvey asked him for help almost 50 years ago, called me up you had a successful. >> then if the gets you need to break, let's do to raise money to fight the brakes initiative which he helped defeat. he says the castro was a place of community where everyone knew your name. >> harvey was a politician. he was also a person you could...
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Jun 25, 2024
06/24
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at one point cisco was 80%. the fact of the matter this is unusual stuff. crazy stuff. of course, listen back in the day when cisco was rocking like this there was a lot of excitement for a lot of things but never ever have i seen the kind of excitement for a single name like this. in fact when we had the air bud, the tech bubble, we didn't have leveraged stuff, like some of these fancy trading things. for instance you trade leveraged nvidia, right? this is crazy, nvdl. investors put the largest amount of money ever. they put $743 million into this one leverage, this is a leveraged thing! of course as soon as they put the money the stock got hammered. the biggest three-day decline in the history of the stock market. we're setting records over and over again with this one particular name. buying the stock and owning it has a winning recipe for the entire stock market but it also masked a few things, right. look at today's session, the yes, the s&p are up, but only two other sectors are higher, communication services, and technology. the rest of these names are getting ab
at one point cisco was 80%. the fact of the matter this is unusual stuff. crazy stuff. of course, listen back in the day when cisco was rocking like this there was a lot of excitement for a lot of things but never ever have i seen the kind of excitement for a single name like this. in fact when we had the air bud, the tech bubble, we didn't have leveraged stuff, like some of these fancy trading things. for instance you trade leveraged nvidia, right? this is crazy, nvdl. investors put the...
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you said completed the cisco, you say the piece of the income on those of google and it did secure on print to that. i was wondering please the and some of the surely you remember the name connie pole? this was the scene if you'll biggest domestic the ok to present so then in coordinate is the great grandson who faced the name of his grandfather, who was there was a child, told him the story about how much you're going to see a non cabinet to tell us, which i do and to come up with a to get new bus. nobody i, when did you want to do? i know who to and i could get up to 6, wednesday, wednesday or 2, which is see the inside cuz the whole so late, i've kind of used a mock and so michelle, what do you end up with? well ok, who knows what guys you guys think of, you know like i have a of the big oh my god. this does have to listen to me knowing that when the kindly low and the it's a tv to like you know, why is z e o or on the walls weights and the opponent rates are huge and silent. we fired 12 sizes of cannon to route these twice before a civilized color. the people of the like the gods
you said completed the cisco, you say the piece of the income on those of google and it did secure on print to that. i was wondering please the and some of the surely you remember the name connie pole? this was the scene if you'll biggest domestic the ok to present so then in coordinate is the great grandson who faced the name of his grandfather, who was there was a child, told him the story about how much you're going to see a non cabinet to tell us, which i do and to come up with a to get new...
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Jun 26, 2024
06/24
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KPIX
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cisco's local brew. company. was 1 of the 1st quarter's in the bay area. area produce. a pride. beer, but after a fire destroyed the business december 2020 he didn't know that. year or their business. whatever pretty return. now. your specific brew. pride. literally. rising. from the ashes. >>we found it. 2015. the heart. of south market. >>sometimes you just need a beer. before opening. up. about your path. >>great. obviously. love it. so we're standing in. front. of what used to be our little brewing company. are break. relocation. at 69. block street. >>where reagan long owner local bring company. remembers. the good old days. days. >>it was definitely not as kind of the go to local spots. well. get a lot of the giants. crabs. hole. holders as well as the tech. community. >>business. that was also breaking barriers. >>we end up opening local in 20. we were 1st went out. and paraded. brie in san francisco, which was pretty radical. remarkable to us. >>a sense of pride. among whose business model. more than just good. beer. but also allowing others to walk. into space of includ
cisco's local brew. company. was 1 of the 1st quarter's in the bay area. area produce. a pride. beer, but after a fire destroyed the business december 2020 he didn't know that. year or their business. whatever pretty return. now. your specific brew. pride. literally. rising. from the ashes. >>we found it. 2015. the heart. of south market. >>sometimes you just need a beer. before opening. up. about your path. >>great. obviously. love it. so we're standing in. front. of what...
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Jun 8, 2024
06/24
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CNNW
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of course, cisco is not what it used to be. and so nvidia they've got a really grow 15 seconds is just going to blow up and be a bubble on that and that stock which is just soared, going to go down. it's hard to bet again let's start right now, because all investors, when they're investing in agi are investing and nvidia. >> so we'll say, all right, no investment advice no, no, i don't thank thank you all for being here and thank you for spending part of your day with us. >> we'll see you right back here next week. >> welcome to the program everyone. i'm christiane amanpour in normandy, france. this week we commemorate the 80th anniversary of the d-day landings, a turning point in history and a triumph of democracy over tyranny. i'm sitting at the american cemetery at colleville-sur-mer, which overlooks the normandy beaches which the allies invaded on june 6, 6, 1944. this lead to the liberation of western europe from nazi control. it's a reminder of the ultimate sacrifice that millions of people made to uphold democracy and to
of course, cisco is not what it used to be. and so nvidia they've got a really grow 15 seconds is just going to blow up and be a bubble on that and that stock which is just soared, going to go down. it's hard to bet again let's start right now, because all investors, when they're investing in agi are investing and nvidia. >> so we'll say, all right, no investment advice no, no, i don't thank thank you all for being here and thank you for spending part of your day with us. >> we'll...
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Jun 13, 2024
06/24
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generous last >>stand >>for july, 20th 21st at the masonic >>and cisco >>cindy.uper's girls just wanna have fun farewell tour is november 26 at chase center. finally at noon, a new giraffe has made his day. at the oakland zoo. this is new room he arrived from louisiana's audubon institute and while it may seem like a tall tale, zookeepers hope his arrival will spark a love connection. >>he is here to breed with k g. who is this little tiny girl? way down here? and possibly someday, candy who is our young calf? who you see out in the middle of the exhibit. >>a is was known as a reticulated giraffe, which was designated as a threatened species back in 2018 with a little over 11,000. of them left in the wild. the idea is to have new rule and the rest of the gang serve as ambassadors for conservation. so cute. all of them are so cute. well, that's it for the afternoon edition. remember, we are streaming 24 7 on the free cbs news app. our next newscast is at 3:00. i'll see you then have a great after i'm getting vaccinated... ...with pfizer's pneumococcal pneumonia va
generous last >>stand >>for july, 20th 21st at the masonic >>and cisco >>cindy.uper's girls just wanna have fun farewell tour is november 26 at chase center. finally at noon, a new giraffe has made his day. at the oakland zoo. this is new room he arrived from louisiana's audubon institute and while it may seem like a tall tale, zookeepers hope his arrival will spark a love connection. >>he is here to breed with k g. who is this little tiny girl? way down here? and...