0
0.0
Jun 5, 2024
06/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
the deals landscape with the evercore chairman emeritus.is bloomberg. ♪ when you automate sales tax with avalara, you don't have to worry about things like changing tax rates or filing returns. avalarahhh ahhh 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. >> this is bloomberg markets, you are looking at a live shot of the principal room. coming up an interview with the hpe ceo. this is bloomberg. abigail: time for -- katie: time for our daily wall street week conversation. we are looking at a corporate deals are being affected by increased deals and higher uncertainty. david westin spoke with the evercore chairman emeritus about the current status deals. >> we are in a period of returning activity so if you look in the u.s., announced transactions in the first five months of the year are about 40% of last year. the last two years have been low activity driven by pre
the deals landscape with the evercore chairman emeritus.is bloomberg. ♪ when you automate sales tax with avalara, you don't have to worry about things like changing tax rates or filing returns. avalarahhh ahhh 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. >> this is bloomberg markets, you are looking at a live...
0
0.0
Jun 17, 2024
06/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
let's listen to evercore. i thought it was interesting as well. 6000 would certainly be big, but this is a real about-face from what we saw previously. abigail: absolutely. joy emmanuelle has made a big change and to your point, roughly 10% on the upside potential. previously it was 4750, a much lower. lots of factors going into this. the economy, big tech, ai, the valuation. on the other hand he makes the point that valuation, while he did raise his s&p 500 profit targets, he made the point that it was below bubble territory. i don't know if that is the most reassuring. if we evaluate the fundamentals it is clearly the economy and the fed seems to be steering towards a soft landing. on the other hand if you take a look at the commodities space, there is weakness for oil and grains. some analysts say that this continues to point to a demand situation and the idea that there could be a recession coming up at some point. i would argue that valuation is healthy if not rich. technicals, katie, on a monthly basis l
let's listen to evercore. i thought it was interesting as well. 6000 would certainly be big, but this is a real about-face from what we saw previously. abigail: absolutely. joy emmanuelle has made a big change and to your point, roughly 10% on the upside potential. previously it was 4750, a much lower. lots of factors going into this. the economy, big tech, ai, the valuation. on the other hand he makes the point that valuation, while he did raise his s&p 500 profit targets, he made the...
0
0.0
Jun 11, 2024
06/24
by
CNBC
tv
eye 0
favorite 0
quote 0
evercore raising price on alphabet on the share and evercore saying its position shows it has a strongcomes to search. jpmorgan downraiding its risk on cleveland-cliffs. coming up here, the one word that every investors needs to know today. elon musk is slamming apple's approach to a.i. the dramatic actions he is vowing to take over cupertino's partnership with open a.i. is ik not working? at least, not the way it could work. your people are buried in busy work. and you might be thinking... can ai make it all work? can ai help your people work... without all the workarounds? feel better. make customer service work the way customers expect? that one. make your old tech work with your new tech? thank you. and todd here is wondering, can ai do all that... now? no pressure. it can. on the servicenow platform, ai transforms your entire business. your people work better, your customers are happier, and todd... well... he's practically euphoric. practically. because when your people work better, everything works better. so what are you waiting for? let's get to work. idris elba works here? mm
evercore raising price on alphabet on the share and evercore saying its position shows it has a strongcomes to search. jpmorgan downraiding its risk on cleveland-cliffs. coming up here, the one word that every investors needs to know today. elon musk is slamming apple's approach to a.i. the dramatic actions he is vowing to take over cupertino's partnership with open a.i. is ik not working? at least, not the way it could work. your people are buried in busy work. and you might be thinking... can...
0
0.0
Jun 17, 2024
06/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
let's talk about the evercore isi call. expecting a price target now of $6,000 and the s&p 500 started the day in the red, now back in the green. the nasdaq 100 also seeing gains. everything flying just a little bit. the bond market space, after the big last week, two year yield up about four basis points, nearly five basis points on the day. to year at 4.74. tenure still below comfortably at 4.27. roughly five basis point move today. some midday movers on the equity side, star board pushing for changes at autodesk because of the performance issues and how it handled accounting probe. star board said it will sue to delay at her desk's annual meeting and force a board boat. they have a $600 million stake in the company -- $500 million stake in the company and you see the shares reacting. look at the ai craze. tsmc flying as well about 2.4% higher but worrisome to investors who have adopted the arbitrage strategy of buying tsmc shares while shorting listings. share served about -- research about 10% more than they have in tai
let's talk about the evercore isi call. expecting a price target now of $6,000 and the s&p 500 started the day in the red, now back in the green. the nasdaq 100 also seeing gains. everything flying just a little bit. the bond market space, after the big last week, two year yield up about four basis points, nearly five basis points on the day. to year at 4.74. tenure still below comfortably at 4.27. roughly five basis point move today. some midday movers on the equity side, star board...
0
0.0
Jun 25, 2024
06/24
by
CNBC
tv
eye 0
favorite 0
quote 0
we'll talk to evercore they've got a note out today. cam bells, kellogg.elissa just mentioned walmart. these comps will be tough. >> these are very, very hard. i just keep coming back to what are the best performing -- what are the best performing retailers? there was a good piece we had yesterday to talk about how walmart can go higher. like a three-martini lunch. there are three that when you're so frugal, forget about it. i'm going to go to tj. by the way, someone recommended capri. it turns out to be tjx doesn't say capri on the door. i've got to pay more for that. >> this was an all-time high yesterday, jim. >> that company is about people being smart. burlington is about people being smart. cap tri is about people saying, huh-uh. urban, because of newly, where you rent the clothes is about people saying great. this is about a frugal economy. these themes that are happening, no one seems to grasp them on the fed. why can't they just say, look, we're not as worried about food inflation -- there are two companies called costco and walmart. that's 200 mi
we'll talk to evercore they've got a note out today. cam bells, kellogg.elissa just mentioned walmart. these comps will be tough. >> these are very, very hard. i just keep coming back to what are the best performing -- what are the best performing retailers? there was a good piece we had yesterday to talk about how walmart can go higher. like a three-martini lunch. there are three that when you're so frugal, forget about it. i'm going to go to tj. by the way, someone recommended capri. it...
0
0.0
Jun 17, 2024
06/24
by
CNBC
tv
eye 0
favorite 0
quote 0
stocks, goldman went to 5600 year end and as you know evercore went to 6,000.l chasy to you? >> well, again, maybe not at the index level. if you continue to see this concentration, you can have index level gains that are extraordinary. and, you know, i cited the average maximum draw down of 37% within the nasdaq. it's not as extreme within the s&p, but another example, the s&p has had no more than a 5% draw down year to date, but at the average member level, it's 15%. so i think, somebody at the beginning of the year up until this point, said i think the first half of the year, the market is going to rip. and another person said i think the first half of the year there's going to be really ugly performance. both of those views would actually be accurate whether you're looking at the majority of stocks and what they're doing or just what the index is doing courtesy of a very small number of stocks. and i think that type of bifurcation could persist for a while. >> all right. liz ann, thank you. always good to check in with you on your latest views. liz ann sond
stocks, goldman went to 5600 year end and as you know evercore went to 6,000.l chasy to you? >> well, again, maybe not at the index level. if you continue to see this concentration, you can have index level gains that are extraordinary. and, you know, i cited the average maximum draw down of 37% within the nasdaq. it's not as extreme within the s&p, but another example, the s&p has had no more than a 5% draw down year to date, but at the average member level, it's 15%. so i think,...
0
0.0
Jun 17, 2024
06/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
stock get more bullish after evercore and goldman sachs boost year-end targets for the s&p.
stock get more bullish after evercore and goldman sachs boost year-end targets for the s&p.
0
0.0
Jun 4, 2024
06/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
coming up this hour we will catch up with julian emanuel of evercore. former fed economist claudia sahm on line inflation feels bad and bloomberg's will kennedy. we begin with our top story, weaker than expected manufacturing data leaving the door open to rate cuts. julian emanuel writing "volatility will rise from these depressed levels given the catalyst of cpi and the fed and the extraordinary machinations of u.s. politics." julian is around the table with us. how much weight you put on that data? julian: we have to recognize the last couple of weeks have been extraordinary. a week and a half ago the bloomberg financial conditions index printed the loosest it has printed since 1994. then you had the third weight in the s&p 500. yields down 20 basis points. you would've told me the s&p 500 would've been up two or three or 4%. we are down and that points to the fact that the market is looking at the data differently in a market where we have inflation uncomfortably sticky. jonathan: i have a friend called marco jp morgan who said "a number of macro sig
coming up this hour we will catch up with julian emanuel of evercore. former fed economist claudia sahm on line inflation feels bad and bloomberg's will kennedy. we begin with our top story, weaker than expected manufacturing data leaving the door open to rate cuts. julian emanuel writing "volatility will rise from these depressed levels given the catalyst of cpi and the fed and the extraordinary machinations of u.s. politics." julian is around the table with us. how much weight you...
0
0.0
Jun 13, 2024
06/24
by
FBC
tv
eye 0
favorite 0
quote 0
again yesterday meta this morning is down, apple is up, the others also fractionally lower, joining me evercore managing director head of internet research and author of ""nothing but net". >> you are spot-on on your book. >> well, are thanks, maria. but as you know will constantly working around the market always stocks go up and down i am looking for high quality companies dislocated two happened this year, their good reasons amongst the top google pulled back on kern going to be roadkill the other uber on concern robotaxi roadkill we can go through it two stocks amongst top picks. >> i want to ask about google i am getting back to apple in a second you say google stock at beginning of a new secular growth cycle due to a.i. remains top large cap pick the stock has done well as all large tech companies would you buy this at these levels? >> well, i buy google here trading 20 times earnings 21 times not like a valuation egregious, this is coming now paying a dividend the internet grown up over last 15 years you got companies like google, meta paying dividends buying back a lot of stock, most ex
again yesterday meta this morning is down, apple is up, the others also fractionally lower, joining me evercore managing director head of internet research and author of ""nothing but net". >> you are spot-on on your book. >> well, are thanks, maria. but as you know will constantly working around the market always stocks go up and down i am looking for high quality companies dislocated two happened this year, their good reasons amongst the top google pulled back on...
0
0.0
Jun 18, 2024
06/24
by
CNBC
tv
eye 0
favorite 0
quote 0
we talked about evercore at 6,000 yesterday.dding fuel to the bullish fire on "closing bell," blackrock's rick reiter spoke. >> it has been a profound move. when you boil it down and i hear discussion of the multiples turning too high, you still see historic dynamic. you see the buyback with the cal calendar. they are pretty powerful. >> joining me now is patrick armstrong. at patrick, great to have you here. >> good morning. >> agree or disagree with rick reider? >> i agree and disagree. multiples are at a level i'm comfortable with, but coming into the year, the big-cap tech stocks are attractive to me. i'm getting to the point wherei have to do a little bit of gymnastics with the numbers to make sure the numbers come through. i think nvidia is a great example. last year, it was up 250%, but earnings estimates were up 1,000%. the multiple expansion is starting to drive the stock as well. >> patrick, you really do agree or disagree? i want to jump in for a second. you really do agree and disagree. you just trimmed nvidia. at th
we talked about evercore at 6,000 yesterday.dding fuel to the bullish fire on "closing bell," blackrock's rick reiter spoke. >> it has been a profound move. when you boil it down and i hear discussion of the multiples turning too high, you still see historic dynamic. you see the buyback with the cal calendar. they are pretty powerful. >> joining me now is patrick armstrong. at patrick, great to have you here. >> good morning. >> agree or disagree with rick...
0
0.0
Jun 17, 2024
06/24
by
FBC
tv
eye 0
favorite 0
quote 0
markets are green across the board this year, evercore is predicting the s&p 500 will have another doublef the year, raising the forecast for the index to hit 6,000. the wall street journal writes investors fear the long stretch calm in markets can't last. joining us now, cfra investment strategist, sam stovall. the journal makes the point that volatility has been incredibly low, nasdaq hitting another record. they basically make the point that this is the calm before the storm. what do you say? >> well, good morning, cheryl. i guess it depends how bad of a storm you're expecting. i believe we're you due or in the coming months due for another decline of 5% or more. i mean, that is traditional, something that after strong first quarter gains going back to world war ii and this year was one of the top 15, basically we've had two declines of 5% or more on average within those years but the good news is that the average gain for those top 15 was 20 plus percent for the entire calendar year. so yeah, i do think volatility is going to pick up but i do think also that the year will end on a pos
markets are green across the board this year, evercore is predicting the s&p 500 will have another doublef the year, raising the forecast for the index to hit 6,000. the wall street journal writes investors fear the long stretch calm in markets can't last. joining us now, cfra investment strategist, sam stovall. the journal makes the point that volatility has been incredibly low, nasdaq hitting another record. they basically make the point that this is the calm before the storm. what do you...
0
0.0
Jun 17, 2024
06/24
by
CNBC
tv
eye 0
favorite 0
quote 0
and today the s&p is hitting a new high 5475 and of course, we saw a bevy of raised price targets and evercoreclose to surpassing utilities to become the third sector year to date. you can see the race here. that strength is playing out with names like costco, colgate, palmolive, church and dwight and kimberly-clark all hitting new all-time highs. these new names along with walmart are the staples so far this year. costco leading the way up 30%. on the flipside, paramount shares are hitting the lowest levels since 2009 less than a week after controlling sherry redstone terminated the talk with skydance and red bird and kkr. the shares are below $10 today and you see since 2009 until today they're down over 4% over the very long period of time. >> coming up, broadcom, the latest to announce a stock split joining the likes of nvidia and chipotle. shares are up 25% since then, our trader isn't entirely convinced. the name he is splitting with next. ah, these bills are crazy. she has no idea she's sitting on a goldmine. well she doesn't know that if she owns a life insurance policy of $100,000 or
and today the s&p is hitting a new high 5475 and of course, we saw a bevy of raised price targets and evercoreclose to surpassing utilities to become the third sector year to date. you can see the race here. that strength is playing out with names like costco, colgate, palmolive, church and dwight and kimberly-clark all hitting new all-time highs. these new names along with walmart are the staples so far this year. costco leading the way up 30%. on the flipside, paramount shares are hitting...
0
0.0
Jun 14, 2024
06/24
by
CNBC
tv
eye 0
favorite 0
quote 0
evercore believes it is a good entry point to get into the name because of the e-commerce's growing market. shares are up almost 5%. still off the 52-week high. cloud security company zscaler moving higher. the bank believes it is trading at a discount like we saw with shopify and called it a best of breed company, but still has a lot of ground to make up. the stock is off by 17% so far this year. you can see shares up almost 2% right now. scott? >> kristina, thanks. back to you in a few. kristina partsinevelos. >>> we are just getting started here on "closing bell." up next, cleveland fed president mester weighing in on potential rate cuts and now chicago's goolsbee just wrapping up a fire side chat moments ago. we'll give up the head lines and the highlights and discuss what it might signal for chair powell's next move just after the break veli at the new york stock exchange. you're watching "closing bell." t for bold. what straps bold to a rocket and hurtles it into space? boring does. boring makes vacations happen, early retirements possible, and startups start up. because it's smart,
evercore believes it is a good entry point to get into the name because of the e-commerce's growing market. shares are up almost 5%. still off the 52-week high. cloud security company zscaler moving higher. the bank believes it is trading at a discount like we saw with shopify and called it a best of breed company, but still has a lot of ground to make up. the stock is off by 17% so far this year. you can see shares up almost 2% right now. scott? >> kristina, thanks. back to you in a few....
0
0.0
Jun 20, 2024
06/24
by
CNBC
tv
eye 0
favorite 0
quote 0
fascinating, this comes on a week where really we talked about citi, we talked about goldman, we talked about evercoreu know, you name the strategist and you feel like it's coming up here. >> you think this is mole hill? >> i have moles -- >> in your backyard or body? >> not on my body. with age comes everything. >> not as big of a deal? >> what -- this is a -- an appropriate and really, frankly, a late reaction to what has been euphoric activity. >> ah, so, let's pick up where guy started. so, there's 5.1 trillion in options expiration rolling off tomorrow. that's big. so, i do think a lot of this is people just letting their stuff roll off, or leveraging or deleveraging. and then, if you look at the buy-back window closing, buy-back window closes, it was peak buy-back window all the way to 5.5 billion was the command, every day in the marketplace. that window has closed. so, i think we are primed for a selloff, or a test, but i -- i think this is a mole hill at this point. >> huh. >> so, i mean, this nvidia move just takes us back to tuesday, it's not like this was a cataclysmic thing. when it's kin
fascinating, this comes on a week where really we talked about citi, we talked about goldman, we talked about evercoreu know, you name the strategist and you feel like it's coming up here. >> you think this is mole hill? >> i have moles -- >> in your backyard or body? >> not on my body. with age comes everything. >> not as big of a deal? >> what -- this is a -- an appropriate and really, frankly, a late reaction to what has been euphoric activity. >>...
0
0.0
Jun 17, 2024
06/24
by
FBC
tv
eye 0
favorite 0
quote 0
mistake, and at least one top research outfit at this hour does not want to be on the wrong end of it, so evercore isi busting a move, the firm's top equity strategist julianne emmanuel hoisting his year-end target from worst to first bringing it from 4,750 the lowest on the street to 6,000, now the highest on the street right now we're at 5,480. looking at a gain of 48 points or just under 1% and then the nasdaq continues its blistering record run at this hour. even a fraction of one point added to the board today will bring the index to its sixth all-time peak in a row, and if you had gotten in a month ago, you be up about 6%. january of this year, if you got in then, up 19%. just last october, the nasdaq was at 12, 800 and since gained 30% and is at 17, 904 on the move here, but look at the 216 point gain right now, which brings us to the sector leaders, consumer staples, industrials and yes, tech providing the red bull for the bulls. the xlk tech etf, which has been around since 1999 is trading at an all-time hyatt this hour, 231 at the moment we've got it up 1.6% with just about every major s
mistake, and at least one top research outfit at this hour does not want to be on the wrong end of it, so evercore isi busting a move, the firm's top equity strategist julianne emmanuel hoisting his year-end target from worst to first bringing it from 4,750 the lowest on the street to 6,000, now the highest on the street right now we're at 5,480. looking at a gain of 48 points or just under 1% and then the nasdaq continues its blistering record run at this hour. even a fraction of one point...
0
0.0
Jun 8, 2024
06/24
by
CNNW
tv
eye 0
favorite 0
quote 0
nothing if no one can afford at evercore we're helping to unlock barriers using are 35 plus years of pharmacy benefits management experience to save businesses billions while boosted medication adherence helping plan sponsors and their memory merchan, be at their best that's wonderful may possible ever north health services. this isn't just your normal bike. it folds it unfolds and it just goes. he declined that hill no problem. >> and if you're looking for speed you've come to the right place 28 miles per hour, up to 65 miles of range and encrypt with hydraulic brakes this is dielectric xp three point out, fully foldable, fully assembled, ships free, simple as that go to electric e. bikes bikes.com and come ride with us won't scalp play with us anymore. >> he has something gold osteoarthritis, pain. it's joint pain that hurts him all the time. watson no, there's labriola the first and only once monthly injection to control your dog's oa pain. veterinary professionals administering libretto, who are pregnant during to conceive or breastfeeding should take extreme care to avoid so wit
nothing if no one can afford at evercore we're helping to unlock barriers using are 35 plus years of pharmacy benefits management experience to save businesses billions while boosted medication adherence helping plan sponsors and their memory merchan, be at their best that's wonderful may possible ever north health services. this isn't just your normal bike. it folds it unfolds and it just goes. he declined that hill no problem. >> and if you're looking for speed you've come to the right...
0
0.0
Jun 12, 2024
06/24
by
CNNW
tv
eye 0
favorite 0
quote 0
if no one can afford at evercore, we're helping to unlock barriers using are 35 plus years of pharmacyenefits management experience to save businesses billions while boosted medication adherence helping plan sponsors and their members be if their best. that's wonder may possible ever north health services for over 25 years, loved sack has been rewriting the rules of comfort. it's okay to change your style. >> get messy yet immersed with love sac. >> you make the rules have you ever thought of giving a walk-in tub for you or someone you love. >> now is a great time to take a look at giddiness safe step, walk-in tub was safe step standard heated seat and new fast fill faucet. >> you can enjoy a nice, warm bath of to 20% faster, safe step, walk in tubs or built to maximize safety. >> so you can stay in your home and enjoy the comforts of bathing again. called now to receive 15% oh, plus a free shower package her appointment. >> i don't want to wait or had surgery for my duper transing traction. i want to non-surgical treatment and if non-surgical treatment is an opera, i'll get a second o
if no one can afford at evercore, we're helping to unlock barriers using are 35 plus years of pharmacyenefits management experience to save businesses billions while boosted medication adherence helping plan sponsors and their members be if their best. that's wonder may possible ever north health services for over 25 years, loved sack has been rewriting the rules of comfort. it's okay to change your style. >> get messy yet immersed with love sac. >> you make the rules have you ever...
35
35
Jun 18, 2024
06/24
by
FBC
tv
eye 35
favorite 0
quote 0
as we told you yesterday, evercore isi became the highest on the street at 6,000 but the point is, a lot of these guys began 2024 with a year-end target of 4,600 to about 5,000, but facts have changed. since january, the broader index has soared close to 15% and now stands at 5,483. i mean, chip stock, nvidia as well going absolutely bananas at this hour. arm, micron, qualcomm, klac, flip it over to lamm research, taiwan semi, applied material, every single one of those names, the semiconductor names and related names blazing to an all-time high and check out a.i. storage netapp speaking to a 24-year high just a day after ceo jorge kurian told the "clayman countdown" why they are best-in-class for protecting the reams of data a.i. needs to function. >> it's enabling our customers to easily use generative ai tools like large language models with their data securely in a high-performance way and in a responsible way. liz: yup, netapp up 1.25%. all-time high. the gains almost all-time high, the gains have comma mid hand wringing over sticky inflation and federal reserve members who rema
as we told you yesterday, evercore isi became the highest on the street at 6,000 but the point is, a lot of these guys began 2024 with a year-end target of 4,600 to about 5,000, but facts have changed. since january, the broader index has soared close to 15% and now stands at 5,483. i mean, chip stock, nvidia as well going absolutely bananas at this hour. arm, micron, qualcomm, klac, flip it over to lamm research, taiwan semi, applied material, every single one of those names, the semiconductor...
0
0.0
Jun 21, 2024
06/24
by
CNBC
tv
eye 0
favorite 0
quote 0
evercore isi tsaying the broad label is, quote, the best case outcome for sarepta. catch ceo doug ingram on "fast money" today at 5:00 p.m. eastern. meantime, palo alto networks in the green after da davidson initiated coverage with a buy rating and $380 target. the firm saying that three platforms are better than one. noting palo alto's total addressable market could more than double by 2028. shares up 2.5%. scott? >> all right. good stuff. we'll be back shortly. >>> next, the high network strategy of morgan stanley's chris toomey next. you know what's brilliant? boring. think about it. boring is the unsung catalyst for bold. what straps bold to a rocket and hurtles it into space? boring does. boring makes vacations happen, early retirements possible, and startups start up. because it's smart, dependable, and steady. all words you want from your bank. for nearly 160 years, pnc bank has been brilliantly boring so you can be happily fulfilled... which is pretty un-boring if you think about it. while i am a paid actor, and this is not a real company, there is no way t
evercore isi tsaying the broad label is, quote, the best case outcome for sarepta. catch ceo doug ingram on "fast money" today at 5:00 p.m. eastern. meantime, palo alto networks in the green after da davidson initiated coverage with a buy rating and $380 target. the firm saying that three platforms are better than one. noting palo alto's total addressable market could more than double by 2028. shares up 2.5%. scott? >> all right. good stuff. we'll be back shortly. >>>...
0
0.0
Jun 15, 2024
06/24
by
CNNW
tv
eye 0
favorite 0
quote 0
if no one can afford at evercore, we're helping to unlock barriers using are 35 plus years of pharmacyenefits management experience in to save businesses billions while boosted medication adherence. helping plan sponsors and their members be if their best. that's wondering, may possible ever north health services chevy trucks, advanced camera technology lets you see over under through down and any other direction you may need up to eight available cameras and 14 views so you can focus on the view that really matters. >> bill, miss it big chevys guy chevrolet together. let's drive. >> when you purchase a pair of baba's socks, ties, or underwear, you also donate one to someone facing homelessness one purchased equals one donated 100 million donations her uncle's unhappy. i'm sensing an underlying issue. it's t-mobile. it started when we tried to get him under a new plan. but they they unexpectedly unraveled their “price lock” guarantee. which has made him, a bit... unruly. you called yourself the “un-carrier”. you sing about “price lock” on those commercials. “the price lock, the price l
if no one can afford at evercore, we're helping to unlock barriers using are 35 plus years of pharmacyenefits management experience in to save businesses billions while boosted medication adherence. helping plan sponsors and their members be if their best. that's wondering, may possible ever north health services chevy trucks, advanced camera technology lets you see over under through down and any other direction you may need up to eight available cameras and 14 views so you can focus on the...
0
0.0
Jun 23, 2024
06/24
by
CNNW
tv
eye 0
favorite 0
quote 0
. >> if no one can afford it at evercore, we're helping to unlock barriers using are 35 plus years of pharmacy benefits, management experience to save businesses billions while boosting medication adherence hoping plan sponsors and their members be at their best. >> that's wondering, may possible. >> ever north health services debate life in america thursday at 7:00 p.m. the company that manages that cargo ship that crashed in baltimore says that some of the crew members that were stuck on board for months are now starting to go home. >> it's been 12 weeks since the dali cargo ship crashed into the francis scott key bridge. six construction workers were killed joining us now is reverend joshua messick reverie messick, thank you for being with us. i know that you've been in contact and communication with the crew onboard. so first, do you know how many were allowed to leave yesterday and start that journey home? >> that number is up to ten. so it was eight initially, then two cadets and training have been added. >> okay. so the total was 21. so now, by that math, 11 are still stuck on
. >> if no one can afford it at evercore, we're helping to unlock barriers using are 35 plus years of pharmacy benefits, management experience to save businesses billions while boosting medication adherence hoping plan sponsors and their members be at their best. >> that's wondering, may possible. >> ever north health services debate life in america thursday at 7:00 p.m. the company that manages that cargo ship that crashed in baltimore says that some of the crew members that...
0
0.0
Jun 5, 2024
06/24
by
CNNW
tv
eye 0
favorite 0
quote 0
. >> if no one can afford at evercore, we're helping unlock barriers using are 35 plus years of pharmacyment experience to save businesses billions while boosting medication adherence, helping plan sponsors and their members be their best. that's athletes in awe are pushing the limits of what is capable and ready the world how good i am. >> i trained all over the globe. >> and that's what you're going to see an aw, whole, whole different b, c w wednesday night dynamite tonight at eight i tbs bag with our world lead america's top spy chief cia director bill burns is back in the middle east to attempt to get the latest hostage and ceasefire proposal across the finish line. despite the possible progress, the pain felt by the families of the hostages seized by hamas terrorists remains at least eight dual american israeli citizens were taken hostage on october 7 israeli officials believe five of the eight might still be alive. 22-year-old omar neutro is one of them. he has spent more than 240 days in terrorists captivity. tragically, as we reported at the time back in march, the idf confirmed
. >> if no one can afford at evercore, we're helping unlock barriers using are 35 plus years of pharmacyment experience to save businesses billions while boosting medication adherence, helping plan sponsors and their members be their best. that's athletes in awe are pushing the limits of what is capable and ready the world how good i am. >> i trained all over the globe. >> and that's what you're going to see an aw, whole, whole different b, c w wednesday night dynamite tonight...
0
0.0
Jun 14, 2024
06/24
by
CNNW
tv
eye 0
favorite 0
quote 0
. >> if no one can afford it at evercore, we're helping to unlock barriers using are 35 plus years of pharmacy benefits management experience to save businesses billions while boosted medication adherence, helping plan sponsors and their members be at their best. that's wonderful. made possible ever north health services. we really don't want people to think of feeding food like ours as spoiling their dogs good real food is symbol that looks like food. smells like food. it's what dogs are supposed to be eating no living being should ever eat processed food for every single meal of their life. >> it's amazing to me how many people write in about their dogs changing for the better the pharmer's dog is just are waiting as help people take care of sure. >> i'm a paid actor and this isn't a real company, but there's no way to fake up work can help your business. such talent all over the world with over 10,000 skills may not happen house more than 30% of the fortune 500 use upward because this is how we work now for over 25 years, love sack has been rewriting the rules of comfort. >> it's o
. >> if no one can afford it at evercore, we're helping to unlock barriers using are 35 plus years of pharmacy benefits management experience to save businesses billions while boosted medication adherence, helping plan sponsors and their members be at their best. that's wonderful. made possible ever north health services. we really don't want people to think of feeding food like ours as spoiling their dogs good real food is symbol that looks like food. smells like food. it's what dogs are...
0
0.0
Jun 10, 2024
06/24
by
CNNW
tv
eye 0
favorite 0
quote 0
if no one can afford it at evercore, we're helping to unlock barriers using are 35 plus years of pharmacy benefits management experience to save businesses billions while boosted medication adherence, helping plan sponsors and their members be at their best that's wondering, made possible ever north health services i have moderate to severe crohn's disease. >> now, they're skype rozi, things are looking up. i've got some really control like crohn's means i mean, things and feel significant symptom relief at four weeks with sky rosie getting less abdominal pain and fewer bowel movements sky rosie is the first il-23 inhibitor that can deliver remission and visibly improved damage of the intestine in lining. and the majority of people experience long-lasting remission at one year. >> serious allergic reactions and an increased risk of infections or a lower ability to fight them tell your doctor if you have an infection or symptoms had a vaccine or plan to liver problems may occur in crohn's disease now's the time to ask your gun mr. enter ology is how you can take control of your crohn's wit
if no one can afford it at evercore, we're helping to unlock barriers using are 35 plus years of pharmacy benefits management experience to save businesses billions while boosted medication adherence, helping plan sponsors and their members be at their best that's wondering, made possible ever north health services i have moderate to severe crohn's disease. >> now, they're skype rozi, things are looking up. i've got some really control like crohn's means i mean, things and feel...
0
0.0
Jun 30, 2024
06/24
by
CNNW
tv
eye 0
favorite 0
quote 0
. >> if no one can afford it at evercore. we're helping to unlock barriers using are 35 plus years of pharmacy benefits management the experience to save businesses billions while boosted medication adherence, helping plan sponsors and their members be at their best
. >> if no one can afford it at evercore. we're helping to unlock barriers using are 35 plus years of pharmacy benefits management the experience to save businesses billions while boosted medication adherence, helping plan sponsors and their members be at their best
0
0.0
Jun 4, 2024
06/24
by
CNNW
tv
eye 0
favorite 0
quote 0
. >> if no one can afford it at evercore, we're helping to unlock barriers using are 35 plus years of pharmacy benefits management experience to save businesses billions while boosted medication adherence, helping play and sponsors and their members be at their best. that's wonderful. may possible. >> ever north health services this is a freemium hand selected vacant rapidly mignon that's aged for tenderness trimmed to perfection this is a neck tie. >> what do you think dad wants her father's day visit? omaha steak.com slash tv to order the dads want state packets today for just 99, 99, and we'll include eight missional burgers free. >> so get him this, not this this go to omaha steaks.com slash tv today because dad deserves it just a little. father's day, wisdom from omaha steaks is outdated. dmv has two forms of my id think of all the places that can expose your influence lifelong monitors millions of data points for identity. >> if there's a problem, we fix it, guaranteed. >> switch to shopify and sell smarter at every stage of your business. take full control of your brand with yo
. >> if no one can afford it at evercore, we're helping to unlock barriers using are 35 plus years of pharmacy benefits management experience to save businesses billions while boosted medication adherence, helping play and sponsors and their members be at their best. that's wonderful. may possible. >> ever north health services this is a freemium hand selected vacant rapidly mignon that's aged for tenderness trimmed to perfection this is a neck tie. >> what do you think dad...
0
0.0
Jun 19, 2024
06/24
by
CNNW
tv
eye 0
favorite 0
quote 0
. >> if no one can afford at evercore. >> we're helping to unlock barriers using are 35 plus years of pharmacy benefits management experience to save businesses billions while boosted medication adherence. >> helping plan sponsors and their members be at their best. that's wondering, may possible ever north health services lumina whitening strips no. oxide, no pain. >> i can use them every day if i want. >> what i want drink what i want, profit aluminium, strip and ela oh, my smile is back on point easy when you're home needs work, where do you go? >> angie. angie? that's where angie gay man with angie find top rated certified prose in your area plus compare quotes and pricing to help you get all your jobs done well, he's resurface my fluorine. he's done plumbing work it's gonna be done right? >> i was able to sit back and let them do what they do with top rated certified pros and over 500 categories. angie can connect you with the right pro for any home project. find top rated certified prose in your area at angie.com? i'm getting your dream kitchen is easier than you think jab at it
. >> if no one can afford at evercore. >> we're helping to unlock barriers using are 35 plus years of pharmacy benefits management experience to save businesses billions while boosted medication adherence. >> helping plan sponsors and their members be at their best. that's wondering, may possible ever north health services lumina whitening strips no. oxide, no pain. >> i can use them every day if i want. >> what i want drink what i want, profit aluminium, strip and...
0
0.0
Jun 20, 2024
06/24
by
CNBC
tv
eye 0
favorite 0
quote 0
. >>> when we can come back, evercore's roger altman joins us to talk markets, the fed and quch more., weather. 70 degrees and sunny today. amelia, unlock the door. i'm afraid i can't do that, jen. ♪ (suspenseful music) ♪ why not? did you forget something? ♪ (suspenseful music) ♪ my protein shake. the future isn't scary. not investing in it is. you're so dramatic amelia. bye jen. nasdaq-100 innovators. one etf. before investing, carefully read and consider fund investment objectives, risks, charges, expenses and more in prospectus at invesco.com. you know what's brilliant? boring. think about it. boring is the unsung catalyst for bold. what straps bold to a rocket and hurtles it into space? boring does. boring makes vacations happen, early retirements possible, and startups start up. because it's smart, dependable, and steady. all words you want from your bank. for nearly 160 years, pnc bank has been brilliantly boring so you can be happily fulfilled... which is pretty un-boring if you think about it. (♪♪) ♪ well i was raised by careful hands ♪ ♪ yeah, they made me who i am ♪ ♪ so i'm
. >>> when we can come back, evercore's roger altman joins us to talk markets, the fed and quch more., weather. 70 degrees and sunny today. amelia, unlock the door. i'm afraid i can't do that, jen. ♪ (suspenseful music) ♪ why not? did you forget something? ♪ (suspenseful music) ♪ my protein shake. the future isn't scary. not investing in it is. you're so dramatic amelia. bye jen. nasdaq-100 innovators. one etf. before investing, carefully read and consider fund investment...
0
0.0
Jun 20, 2024
06/24
by
CNNW
tv
eye 0
favorite 0
quote 0
. >> if no one can afford it at evercore, we're helping to unlock barriers using are 35 plus years of pharmacy benefits management experience to save businesses billions while boosted medication adherence, helping plan sponsors and their members be at their best that's wondering, may possible ever north health services consumer cellular is fast and reliable coverage. >> it's easy to win grayson and good two months free when you buy any iphone like i iphone 15 pro with titanium how do you get your gif? so i you've gotta use the right toothpaste after see not all toothpastes white in the same craft, 3d white removes 100% more stains for a noticeably wider smile. >> you personal best press a low free diapers yep. >> that's something to celebrate. baby all pack of three absorbent super soft, comfy and secured diapers. try the diapers parents trust and baby's blood hello, bella. hello, free diapers. >> get your first-pass, free. >> got hello, bella.com slash free, or scan the qr code on your screen. now looking, good guys situations are better with a credit god's on your side i've common f
. >> if no one can afford it at evercore, we're helping to unlock barriers using are 35 plus years of pharmacy benefits management experience to save businesses billions while boosted medication adherence, helping plan sponsors and their members be at their best that's wondering, may possible ever north health services consumer cellular is fast and reliable coverage. >> it's easy to win grayson and good two months free when you buy any iphone like i iphone 15 pro with titanium how...
0
0.0
Jun 17, 2024
06/24
by
CNNW
tv
eye 0
favorite 0
quote 0
matched at mattress firm, sleep at night innovation in health care means nothing if no one can afford at evercore we're helping to unlock barriers using are 35 plus years of pharmacy benefits management experience to save businesses billions while boosting medication adherence, helping plan sponsors and their members be there that's wonder, may possible ever north health services, the future is not just going to happen you have to make it and if you want a successful business, all it takes is an idea and now becomes the future a future where you grew a dream into a reality it's waiting for you mere minutes away the future is nothing but power and it's all yours. he all new godaddy arrow, get your business online in minutes with the power of ai this making you uncomfortable. >> good. >> when you've got type two diabetes like me, you have up to four times greater risk of stroke, heart attack, or worse death even when meeting your a1c goal. >> discomfort can help you act i'm not trying to scare you. i'm empowering you to get real with your health care provider talk to them about lowering your risk o
matched at mattress firm, sleep at night innovation in health care means nothing if no one can afford at evercore we're helping to unlock barriers using are 35 plus years of pharmacy benefits management experience to save businesses billions while boosting medication adherence, helping plan sponsors and their members be there that's wonder, may possible ever north health services, the future is not just going to happen you have to make it and if you want a successful business, all it takes is...
0
0.0
Jun 26, 2024
06/24
by
CNBC
tv
eye 0
favorite 0
quote 0
i'll ask sarah bianchi from evercore., but take any period in history, if you get increased tax revenue from strong financial asset performance, that could result from pro growth supply side policies. people argue with me now that all reagan did, people that are 30 years old, 35, all he did was blow out the deficit, that -- they read a chapter about it. but supply side in my mind and growing the pie is the only way to increase prosperity. is that wrong? >> well, look, i think we did see some resulting growth from the tax cuts in 2017. but i think certainly we also saw deficit implications. i think the congressional budget office and others have found that on balance, the growth that you get from tax cuts does not fully come up with the revenue we need to offset the cut. i think cbo said it is a fifth or less. so there is certainly some, but i don't think there should be any expectation that especially if we were to extend these cuts in 2025 that we should expect to have some really serious deficit impo implications. that'
i'll ask sarah bianchi from evercore., but take any period in history, if you get increased tax revenue from strong financial asset performance, that could result from pro growth supply side policies. people argue with me now that all reagan did, people that are 30 years old, 35, all he did was blow out the deficit, that -- they read a chapter about it. but supply side in my mind and growing the pie is the only way to increase prosperity. is that wrong? >> well, look, i think we did see...
0
0.0
Jun 24, 2024
06/24
by
CNNW
tv
eye 0
favorite 0
quote 0
4, 8, 9 that's 1855 to 3, 7, 0 4 8, 9 innovation health care means nothing if no one can afford at evercore, we're helping to unlock barriers using are 35 plus years of pharmacy benefits management experience to save businesses billions while boosting medication adherence helping plan sponsors and their members be at their best. that's wonder, may possible ever north health services to me, harlem is but home is also your body. >> last one, i asked myself, why does it pilates exist in harlem? i started my own studio get in a brick-and-mortar in new york is not easy. chase ink supported us from studio one to studio three when you start small, you need some big help and chase ink with that for me earn up to 5% cash back home business essentials. but the taste inke business cash part and chase for business make moment of what's yours whether you're moving across town or across the country? >> you can count on pods to deliver when we say we will, which is why we were voted america's number one container moving company. hook your move today at pods dot we are living with a family and over 400,000
4, 8, 9 that's 1855 to 3, 7, 0 4 8, 9 innovation health care means nothing if no one can afford at evercore, we're helping to unlock barriers using are 35 plus years of pharmacy benefits management experience to save businesses billions while boosting medication adherence helping plan sponsors and their members be at their best. that's wonder, may possible ever north health services to me, harlem is but home is also your body. >> last one, i asked myself, why does it pilates exist in...
0
0.0
Jun 26, 2024
06/24
by
CNNW
tv
eye 0
favorite 0
quote 0
. >> if no one can afford at evercore. >> we're helping to unlock barriers using are 35 plus years of pharmacy benefits management experience to save businesses billions while boosted medication adherence. >> helping plan in sponsors and their members be at their best that's wonderful. made possible. >> ever north health services why use ten buckets of water when you can use one fire extinguisher and a fight heartburn, my take ten and acids throughout the day when you can take one prilosec for easier heartburn relief, one beats ten pilots echo gc one pill 24 hours, zero heartburn. why choose asleep numbers, swipe ed can keep me warm when i'm cold wait, no, i'm always hot. sleep number. does that can i make my side softer? >> i think my side firmer speak number. does that can help us sleep better and better? >> sleep number does that 94% of smart sleepers report better sleep? chapra lowest price of the season no interest until 2027. sleep number smart bad, starting at 999 or more, it's the number.com. >> nothing dems my light like a migraine with nortech ode t. i found really the only
. >> if no one can afford at evercore. >> we're helping to unlock barriers using are 35 plus years of pharmacy benefits management experience to save businesses billions while boosted medication adherence. >> helping plan in sponsors and their members be at their best that's wonderful. made possible. >> ever north health services why use ten buckets of water when you can use one fire extinguisher and a fight heartburn, my take ten and acids throughout the day when you...
0
0.0
Jun 27, 2024
06/24
by
CNNW
tv
eye 0
favorite 0
quote 0
if no one can afford evercore, we're helping to unlock barriers using are 35 plus years of pharmacy benefits management experience to save businesses billions while boosting medication adherence helping plan sponsors and their members be at their best that's wonderful made possible ever north health services michael last 20 pounds with life md, have always wanted to lose weight. >> they never figured out the right way to do it. and that a cleanse and i say i can't do this anymore. i asked a couple of bodies how do i lose this week? and the guy goes life md got on a computer immediately and probably the easiest thing i've ever done, the medication comes in the mail and it's very easy to use. i've been able to live my normal lifestyle i've lost 20 pounds. i now come home, spend time with my kids, and i've never felt better, changed my life. >> check your eligibility in minutes at get light and d.com 20 seconds a week to lose 20% of your weight in a year with diet and exercise that's the power of glp-1s through row connect with the provider today at rho row.co slash 20 sunday on the whole story
if no one can afford evercore, we're helping to unlock barriers using are 35 plus years of pharmacy benefits management experience to save businesses billions while boosting medication adherence helping plan sponsors and their members be at their best that's wonderful made possible ever north health services michael last 20 pounds with life md, have always wanted to lose weight. >> they never figured out the right way to do it. and that a cleanse and i say i can't do this anymore. i asked...
0
0.0
Jun 28, 2024
06/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
julian emanuel of evercore is going to stay with us.getting absolutely hammered in the premarket, down by almost 15%. that conversation, up next. ♪ car, take me home. (♪♪) car, can you turn the music down a little? of course, james. thank you. ♪ (suspenseful music plays) ♪ um... car, this isn't the way home. that's right james, it isn't. car, where are we going? we're here. surprise!!! the future isn't scary. not investing in it is. car, were you in on this? nothing gets by you james. nasdaq-100 innovators. one etf. before investing, consider the fund's investment objectives, risks, charges and expenses. visit invesco.com for a prospectus with this information. read it carefully before investing. her uncle's unhappy. for a prospectus wit i'm sensing anion. underlying issue. it's t-mobile. it started when we tried to get him under a new plan. but they they unexpectedly unraveled their “price lock” guarantee. which has made him, a bit... unruly. you called yourself the “un-carrier”. you sing about “price lock” on those commercials. “the p
julian emanuel of evercore is going to stay with us.getting absolutely hammered in the premarket, down by almost 15%. that conversation, up next. ♪ car, take me home. (♪♪) car, can you turn the music down a little? of course, james. thank you. ♪ (suspenseful music plays) ♪ um... car, this isn't the way home. that's right james, it isn't. car, where are we going? we're here. surprise!!! the future isn't scary. not investing in it is. car, were you in on this? nothing gets by you james....
0
0.0
Jun 11, 2024
06/24
by
CNBC
tv
eye 0
favorite 0
quote 0
it includes a complete overhaul of siri, chatgpt integration and iphones and joining me is evercore senioruipment and has an outperform on apple. amit, it's great to have you back. thoughts on yesterday and i guess, are you impressed by the reaction of the stock which typically doesn't do well on d.c. days? >> impressed by the stock reaction. there are things that stood out yesterday. one is the apple intelligence at the launch. there's a lot of stuff that they'll do like summarizing emails and messages and prioritizing things and the biggest thing is siri may eventually become what they told us that it was going to be which is using apple's own device which is great for security and partner with chatgpt for some of the workloads. siri can truly do what it's supposed to do the way they kind of of envisioned it and apple intelligence would only work with i-15 pro-models and that could trigger a sizable upgrade cycle for the features that come out with this are attractive enough for the user base and something that's really big. the partners with chatgpt seems very open ended which means the
it includes a complete overhaul of siri, chatgpt integration and iphones and joining me is evercore senioruipment and has an outperform on apple. amit, it's great to have you back. thoughts on yesterday and i guess, are you impressed by the reaction of the stock which typically doesn't do well on d.c. days? >> impressed by the stock reaction. there are things that stood out yesterday. one is the apple intelligence at the launch. there's a lot of stuff that they'll do like summarizing...
0
0.0
Jun 24, 2024
06/24
by
CNBC
tv
eye 0
favorite 0
quote 0
evercore today, even stifel, which is not constructive, says it might melt up to six. >> we don't want think it's going to happen, and i think we're going to mark some time. we're going to get the quarter soon, for heaven's sake, and let the quarters tell us. obviously, there's a big problem in the market. there's this cohort of 300 to $500 billion, and then there's the trillionaires and we don't have enough in between. if we had more broadcoms at $800 billion, then i think we would say, wait a second, it's all right. i mean, i was trying to describe how the value nvidia this weekend, and you come back and say, listen, apple and microsoft, you have phone company and a company that has a great but very competitive situation with datacenters, with cloud, and those guys are all duking it out, amazon, and we know that you're well, if you're making this bet, you're betting that the magnificent seven is going to do what nvidia did, which is spike and then roll over. and remember, i'm a big believer in nvidia here. don't get me wrong. but i recognize that people just are betting that the mone
evercore today, even stifel, which is not constructive, says it might melt up to six. >> we don't want think it's going to happen, and i think we're going to mark some time. we're going to get the quarter soon, for heaven's sake, and let the quarters tell us. obviously, there's a big problem in the market. there's this cohort of 300 to $500 billion, and then there's the trillionaires and we don't have enough in between. if we had more broadcoms at $800 billion, then i think we would say,...
0
0.0
Jun 18, 2024
06/24
by
CNBC
tv
eye 0
favorite 0
quote 0
evercore isi said those were both slightly above street expectations. where he called services a key part of citi's strategy and driver of overall performance going forward. so one can assume that these remarks, as well as those targets that are responsible for the uptick in citi shares today, guys. >> leslie, i could certainly understand why management would loougs like to surface the strength of the services business. i guess it has relations to bank of new york, processing bank type back office functions where they tend to get a higher valuation. i guess the question is, whether investors are willing to kind of look through some of the other more challenged or sub-scale parts of the market to say yes, we will revalue the overall company because of this jewel at the middle? >> yeah. i believe it was mike mayo who put a valuation on this business itself saying it could be anywhere from 90 to $120 billion, just the services business where citi's market cap is consumer at $115 billion. so the sum of the parts would suggest that some of the volatility in
evercore isi said those were both slightly above street expectations. where he called services a key part of citi's strategy and driver of overall performance going forward. so one can assume that these remarks, as well as those targets that are responsible for the uptick in citi shares today, guys. >> leslie, i could certainly understand why management would loougs like to surface the strength of the services business. i guess it has relations to bank of new york, processing bank type...
0
0.0
Jun 10, 2024
06/24
by
CNBC
tv
eye 0
favorite 0
quote 0
. >> meantime, evercore with this remarkable chart, our suggestion that nvidia could become, one day,ht now, it's about 6%, let's say. >> look, jensen's got a 20-year view. he's always had the 20-year. if it's 2005, he's in 2025. jensen is not -- i don't want to say he's not one of us, because that's patronizing. if you look at what can be accomplished -- there were a lot of people i talked about, people ask me about him all the time, and i say, listen, you ain't seen nothing yet. what you're getting, if you go to the mellius piece, it says enterprise software, look out. this is the way swaoftware's gog to be created. it's a downgrade of adobe. adobe does have a terrific suite, but the suite is expensive. i'm a big narayan fan, but that doesn't matter. that piece fundamentally says enterprise software was great from 2010 until now. look out, this is the way software is going to be made because this obviates the need for all that enterprise software, which has been what wall street has lived off of, because that's where the ipos are. he says, look out, be careful. >> especially the sub
. >> meantime, evercore with this remarkable chart, our suggestion that nvidia could become, one day,ht now, it's about 6%, let's say. >> look, jensen's got a 20-year view. he's always had the 20-year. if it's 2005, he's in 2025. jensen is not -- i don't want to say he's not one of us, because that's patronizing. if you look at what can be accomplished -- there were a lot of people i talked about, people ask me about him all the time, and i say, listen, you ain't seen nothing yet....
0
0.0
Jun 13, 2024
06/24
by
CNBC
tv
eye 0
favorite 0
quote 0
we're necessarily constrained by these trillion dollar marks >> now you're sort of alluding to what evercore think nvidia could get to 15% of the s&p. >> yeah. look -- >> doubling of the current percentage. >> i have adobe tonight. a lot of people feel the contest is not canva versus adobe. they feel if you get a full suite of nvidia products, why could you need adobe why do you need salesforce why do you need workday. i think adobe is the gold standard i think this stuff is unbelievable but i'm giving you the wrap, which is that if nvidia is worth all those companies, you add them all up, you get to a level that comes to another trillion. >> steve eisman on "squawk" talking if hardware eats software in a sense. >> that was a great analysis software had a run since 2010. and now this is my wrap. i've been antienterprise software. >> you have. yes, i've been listening. >> you have? >> i have. you've been talking about the challenges that has and to carl's point, this idea that hardware is going to -- is going to supplant it in some ways. >> did you listen at all to gtc? a lot of software. >>
we're necessarily constrained by these trillion dollar marks >> now you're sort of alluding to what evercore think nvidia could get to 15% of the s&p. >> yeah. look -- >> doubling of the current percentage. >> i have adobe tonight. a lot of people feel the contest is not canva versus adobe. they feel if you get a full suite of nvidia products, why could you need adobe why do you need salesforce why do you need workday. i think adobe is the gold standard i think this...
31
31
Jun 14, 2024
06/24
by
CNBC
tv
eye 31
favorite 0
quote 1
. >>> shopify moving higher on an evercore upgrade. this is making an attractive entry point.0% and free cash flow approaching 20%, bringing it closer to that so-called rule of 40 for saas stocks. >>> today, a lot of talk about evs with tesla. stellantis down almost 4%, moving lower on comments from the auto maker's ceo about arrogant mistakes in the u.s. market, including manufacturing issues at u.s. plants and holding too much inventory. despite all those issues, ceo carlos maintained guidance and said there would be cost cutting, including reduce head count. shares of stellantis down about 4%. becky, back to you. >> frank, thank you. have a great weekend. >>> coming up after this, a top tesla analyst is going to join us to talk about what he thinks of the approval of musk's pay package and how it could impact the stock next. >>> take a look at apple. shares are up nearly 11% over the past three days, adding some $324 billion to its market cap across that span. that lifted apple's market cap above microsoft's for the first time since january. now, earlier in the week, apple
. >>> shopify moving higher on an evercore upgrade. this is making an attractive entry point.0% and free cash flow approaching 20%, bringing it closer to that so-called rule of 40 for saas stocks. >>> today, a lot of talk about evs with tesla. stellantis down almost 4%, moving lower on comments from the auto maker's ceo about arrogant mistakes in the u.s. market, including manufacturing issues at u.s. plants and holding too much inventory. despite all those issues, ceo carlos...
0
0.0
Jun 3, 2024
06/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
tomorrow, it looks a little something, evercore, blackrock, former federal reserve bank of india governorline in minutes with the power of ai... ...with a perfect name, a great logo, and a beautiful website. just start with a domain, a few clicks, and you're in business. make now the future at godaddy.com/airo people couldn't see my potential. so i had to show them. i've run this place for 20 years, but i still need to prove that i'm more than what you see on paper. today i'm the ceo of my own company. it's the way my mind works. i have a very mechanical brain. why are we not rethinking this? i am more... i'm more than who i am on paper. >> from new york city for our viewers worldwide, i am matt miller. markets are rising and the countdown to the open starts right now. matt: we begin with the big issue thanked that is the consumer slowdown. >> i have as the year progresses inflation continuing to drift down to the mid 2's. that should be with the type of weakness everyone is expecting. maybe additional consumer weakening. that should give the fed some breath to reduce interest rates. obv
tomorrow, it looks a little something, evercore, blackrock, former federal reserve bank of india governorline in minutes with the power of ai... ...with a perfect name, a great logo, and a beautiful website. just start with a domain, a few clicks, and you're in business. make now the future at godaddy.com/airo people couldn't see my potential. so i had to show them. i've run this place for 20 years, but i still need to prove that i'm more than what you see on paper. today i'm the ceo of my own...
37
37
Jun 6, 2024
06/24
by
CNBC
tv
eye 37
favorite 0
quote 0
ride sharing sector is expected to see positive demand in growth according to evercore ride sharing survey comes as lyft kicks off the investor day. joining us is mark mahaney. as i was per using your report, mark, it is interesting. people are doing it more frequently than ever. the future is bright. have i missed anything? >> you got it. people under appreciation how long the growth is. here is my favorite data point. when you asked people how you get to the airport, 40% to 50% of people say personal car. here is my bet, within 5:00 five to ten years, those numbers will converge. why you drive to the airport and try to figure out a place to park and get the shuttle. this is one use case. it takes time to change consumer behavior just like it took 20 years for online retail to go from 1% to 20% of retail sales. it will take that period before ride sharing really obviates the need. >> i feel bee btter when i retu. cars looking for people. it's not difficult. have you done it, sorkin? can you find an uber at a really crowded airport? that sounds -- >> a lot of money. >> it sounds -- i don't
ride sharing sector is expected to see positive demand in growth according to evercore ride sharing survey comes as lyft kicks off the investor day. joining us is mark mahaney. as i was per using your report, mark, it is interesting. people are doing it more frequently than ever. the future is bright. have i missed anything? >> you got it. people under appreciation how long the growth is. here is my favorite data point. when you asked people how you get to the airport, 40% to 50% of...
0
0.0
Jun 27, 2024
06/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
evercore reacting. this is bloomberg. ♪ the future is not just going to happen. it takes is an idea, and now becomes the future where you grew a dream into a reality. the all new godaddy airo. put your business online in minutes with the power of ai. food isn't just fuel to live. it's fuel to grow. my family relied on public assistance to help provide meals for us. these meals fueled my involvement in theater and the arts as a child, which fostered my love for acting. the feeding america network of food banks helps millions of people put food on the table. when people are fed, futures are nourished. join the movement to end hunger and together we can open endless possibilities for people to thrive. visit feedingamerica.org/actnow want to save on some of the biggest names in streaming on the network made for streaming? x marks the spot. now you can add the new xfinity streamsaver™ that includes netflix, peacock, and apple tv+. that's xfinity streamsaver™ for just $15 a month. all your favorites. all in one place. only from xfinity. for more watching and less spend
evercore reacting. this is bloomberg. ♪ the future is not just going to happen. it takes is an idea, and now becomes the future where you grew a dream into a reality. the all new godaddy airo. put your business online in minutes with the power of ai. food isn't just fuel to live. it's fuel to grow. my family relied on public assistance to help provide meals for us. these meals fueled my involvement in theater and the arts as a child, which fostered my love for acting. the feeding america...
0
0.0
Jun 14, 2024
06/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
evercore is upgrading shopify to outperform.is an attractive entry point on the stock. kbw upgrading bank of america to outperform with a price target of 46. backed by a higher forecast for net interest income, down by 1%. jp morgan is upgrading adobe to overweight. the firm missing better growth the second half of the year. new products with artificial intelligence. of course, the rise in ai services is driving the electricity with looking for ways to invest in the energy grid. patti poppe a pg&e is joining us around the table. good morning. it is fantastic to catch up with you. we will see potentially massive demand. ev's and data centers. how big will this be over the next few years? patti: we forecast and factory share with investors a doubling of demand between now and 2040. that is about 4% year-over-year. we think that that's a great opportunity. we see ways of serving that while reducing costs for all customers on the grid. jonathan: help us understand how you will meet that challenge. patti: our grid today is underutili
evercore is upgrading shopify to outperform.is an attractive entry point on the stock. kbw upgrading bank of america to outperform with a price target of 46. backed by a higher forecast for net interest income, down by 1%. jp morgan is upgrading adobe to overweight. the firm missing better growth the second half of the year. new products with artificial intelligence. of course, the rise in ai services is driving the electricity with looking for ways to invest in the energy grid. patti poppe a...