we have mark mahaney. raised price on alphabet from 220 to 225. has an outperform rating. us about the google survey you took about search? it is alive and kicking. >> there is commentary, liz, that google management made at a recent customer conference, industry conference about how with the rollout of their a.i. overviews or their gemini a.i. search tool they were seeing, people take search more and that, that satisfaction levels are rising. we wanted to test that ourselves, do our own independent work. we ran a survey of 1200 users. lo and behold we did find that people were reacting postively to a.i. overviews and to gemini. now this is just the first time survey. i always feel like these surveys you have to be really careful, you want a track record. we'll keep doing this every quarter. i'm not terribly surprised by the quote. i think google's search tool has become better in part because chatgpt did light a fire under google and some development efforts they had underway. i'm intriguing by this. if there is really improved search at google, people will use it more, t

mark mahaney, why do you like shopify?er pick than amazon. >> whoa, okay. let's see. amazon, i like it as a long-term stock, it's just not dislocated. look, we've had some phenomenal outperformance. amazon, google, meta, net flick, spotify, names like that that are up 30-60% year to date. if you want to make good money from here, you can do that with those stocks. they're compounders. but i'm looking for stocks that have traded off year to date and that have had issues that, i think, are in recovery mode. shopify's one of those names. we've had a lot of corrections in that stock and in the estimates and the stock price itself the last two earnings. i think we've had a clearing event, and if i'm right on that, if the estimates hold, the stock could move materially higher. it is one of the best e-commerce platforms out there. it's not as good as am southern but the upside, i think, is actually greater. stuart: we've been talking about the self-driving cars from google, waymo. >> yes. stuart: tell me again, why do you think i

. >> mark mahaney. do you think that today's bounce was a harris bounce?i think -- i think a large par part of it was. >> that the uncertainty is settled, or because she's the front-runner. >> because she's the front-runner. i think because -- listen, i'll say it again, i'm -- politics bore me, but i think when candidate trump seemingly emerged as the odds on victor for this race, i think that's when you saw technology soften. whether that's justified or not doesn't matter. it happened. and i think when she emerged as the potential candidate, she sort of polls better. i think that's what the relief rally today was. >> i'm a big fan of sports gambling. within that on all the sites, there's all the political odds out there. for the last two weeks, it was being priced in that biden was going to step aside. i think the one thing that happened today would be a split congress, which wall street loves. they love stalemates, so, no one having complete control. so, that was part of the move today. >>> speaking of politics, vice president kamala harris wracking up t

joining us evercourse mark mahaney, has a 225 target and you're removing it as a top large cap long.aps, about six of these the super six, i couldn't help himself, but if i look at amazon, meta, google, netflix, spotify and trade desk, these stocks are up 30 to 60% year to date. you know, i think you want to, when it comes to looking for out performance from here, i think you want to kind of look out a little bit. we kind of bumped up names like shopify and uber. i continue to like amazon. i think there's a great long-term thesis here. margins are rising. aws growth accelerating. free cash flow inflecting up. a lot of goodness to the story, you know, just it's nowhere near as dislocated as it was last year when i think it really merited being a top pick. >> right. can you put into context for viewers how important prime day is for the at least the quarter? >> sure. it's probably mid single digit it percent contributor to the quarter. this is almost as big for amazon as, you know, selling days around thanksgiving, black friday. this is the tenth year i think that they started in 2015,

mark mahaney, thank you so much. wow. [closing bell rings] a huge market day for the bulls. dance party continues. fireworks with the dow jones industrials at up 134. nasdaq ad records. we'll see you tomorrow. larry: hello, folks welcome to "kudlow," i'm larry kudlow. all the energy was with president trump last night at his rally in miami. he is sticking to his growthier america first message. congressman mike waltz, carlos gimenez were both there they join us in a few moments. first mark meredith standing by with all of the details. mark, what is cooking. >> reporter: good afternoon to you, former president trump is daves away from announcing his vice presidential pick. everyone is trying to read the tea leaves if trump's schedule or rally locations will give us an idea who will get the job. last night at doral rally trump gave suggest suggests marco rubio remains contender of the job. he talked about democrats hitting vice president kamala harris who he could face off against in november. >> the radical left democrat party is divided, in chaos and having a full-scale brea

tomorrow mark mahaney ♪. larry: hello, folks, welcome to "kudlow," i'm larry kudlow.onald trump's big florida rally tonight on top of his dynamic pro-growth platform released. meanwhile low energy democrats are going to stay with the ultralow energy joe biden. our own grady trimble has all of the details. grady, what's cooking? >> reporter: larry, former president trump has largely stayed out of the way as the democrats fight amongst themselves but as you noted that changes in just about three hours time with that big rally tonight. our colleagues with fox news digital report that trump is going to make the case that the biden campaign and the democratic party at large have sort of engaged in a coverup to try to hide president biden's cognitive decline. as part of president trump coming back out into the public eye after the debate he had an interview last night on "hannity." he did attack president biden who he predicts will stay in the race but trump and the top are clearly folk cubed on policy while democrats sort out who the candidate is. the rnc released a their

mark mahaney with us. you have raised your target price for google from 220 to 225.h of an increase. >> you're right, stu, it's a pretty modest increase. actually, google's become one of my favorite stocks here, and for four reasons. one, i think people underappreciate how powerful of a product cycle they have on their hands with their a.i.-generated search. is secondly, i had a chance to use their waymo service for the first time in san francisco earlier this week, and it was one of the most impressive technical experiences that i've had in quite some time. it's going to the take a long time for this to roll out, but i think they've actually got a real lead in what are called robotaxi. third, the youtube asset continues to gain share and, fourth, this is a company that is dedicated to both shareholder returns in terms of a dividend but also in terms of operating market expansion. so it's actually my favorite mega-cap internet stock today. stuart: it's at 185 now, and you think within 12 months you're looking at 225, right? that'd be nice. >> that's right, stu. that'

tomorrow mark mahaney ♪. larry: hello, folks, welcome to "kudlow," i'm larry kudlow.n top of his dynamic pro-growth platform released. meanwhile loengy

mark a mahaney, are they still your top stock pick? >> yes, they are. because of disappointing earnings results, and you've got more direct competition from chatgpt. there's a report they're going to roll out search gpt. i'll stick with google though. i think valuation's highly reasonable at 20 the times earnings. i think there's still an underappreciated product cycle here. i think google search has become materially better because of gen-ai. youtube continues to take market share, it's still the number one screen of choice for most if people's tv viewing. i think they also have this interesting option value off of robotaxis with their waymo asset, and i think it's a new company in terms of their financial accountability, a commitment to the operating margin expansion, and they're paying a dividend. this is not your father's google. this is change that's more hamature, as it should be. i like the asset right now, it's my number one pick. stuart: what's your target price on alphabet? >> 2225. so we have solid -- 225. yeah. you know, we get these little