doug clinton is here, find out how he is sizing up the mega cap momentum and the names he thinks have more room to run live at the new york stock exchange and you are watching "closing bell" on cnbc . >>> shares of meta up 31% since the start of year here is what i learned at that time report earlier today. >> the single greatest beneficiary of the ai boom, because ai powers all of their engagement and weather videos there showing you on instagram or on facebook, or the monetization, the targeting there providing to their advertisers a long-term shareholder, this is different than 2022 as they are the most fit and efficient company of the big cat in tech today. >> joining me is doug clinton of deepwater asset management , a shareholder of meta. what a difference a couple years makes do you agree with that? >> i do. i would not say they are the biggest absolute beneficiary, we also on google and you can make a case that google, with what they are doing in ai, has a better plate to create g.i. then -- than meta. for all those reasons, ai, and has the advertisements and engagement, those

so let's bring in democratic pollster and former clinton adviser doug doug schoen.ew fox news polling is showing former president trump martially with a 1-point lead over -- nationally with a 1-point lead over find. it's within the margin of error, but do you feel like the biden campaign is in financial? >> -- in denial? >> i think they're absolutely in denial. i talk to top democrats all the time, and they are aghast that the biden campaign hasn't reached out, hasn't changed strategy, hasn't done anything about inflation, the border and is involved in conflicts overseas that seemingly will not be resolved anytime soon. put another way, ed, the democratic party given the swing states knows that it is in trouble. the only people who don't appear to know that is the biden campaign. edward: so then what are they looking at if all of this? >> they're looking at the head to head numbers which show, as you suggested, a very tight race within the margin of error. they're saying that,s you know, donald trump has got four indictments, the first one he is now being tried, tha

doug?" burgum is the most exciting potential running mate since 2016 when hillary clinton picked...h burgum-mania isn't yet sweeping the country, in recent weeks, sources say, trump frequently has brought up burgum's name. hey, sources, i hate to burst your bubble, but he wasn't saying "burgum." he was saying, "burger yum!" [cheers and applause] so who is dougie b? he's a staunchly conservative businessman worth at least $100 million, who may be best known for qualifying for the 2024 republican primary debates by offering $20 gift cards to anyone who would donate at least one dollar to him. "spend $20, make $1" is also the official sales pitch of draft kings. draft kings: "your kid never rode that bike anyway." light butt play. [laughter] uh... burgum's in the veep-stakes because recently one of the previous candidates, let's say, took themselves out of the running. i'm talking about south dakota governor kristi noem, seen here about to rap about plumbing. earlier this week, noem willingly revealed that she... how do i put this delicately? murdered a puppy in cold blood. some in tru

over that we bring in doug program -- and former presidential candidates, having court post of media about -- of state -- for hillary clinton. how he and felipe are both proud kilrea graduates of good to have both of you smack today. we've been watching this, you know, returning to get in to the thick of the campaign season here. michigan and wisconsin let's look at the most recent polls. this was meant april. michigan app three for trump and tied in wisconsin. you know, governor you listen to what the former president had to say there today. what do you think -- you talk about energy which annoys very important to you. what stood out there? >> i think we are just -- as were sitting here 19 -- receiving president trump is leaving, he's on stage, talking about the issues that matter to americans. inflation, energy, national security, peace and prosperity. the veterans got on the things he did and he's painting a picture of how the world will be underneath him. so he is leaving. >>> joe biden, hiding. and were in this crisis right now. weather is on campus or what's happening in israel, what's happening in ukraine. this weakn

clinton duration. there is a near total freeout on outside advice to the detriment of joe biden and kamala harris. >> steve: yeah. you know, dougthe last couple of months we have seen all these swing state polls, donald trump is beating him in like five of six across the board. and then you see the headlines from yesterday on politico, democrats in full blown freakout. and biden's weakness becomes bigger and bigger worry for democrats. it goes on and on. does this campaign know what they're doing? >> i don't think it has a clear theory of the case or strategy. they have no message on inflation, they have no message on the southern border. all that they appear to do is demonize donald trump and talk about their statistical record of accomplishment and everything i see in my polls and every other poll, steve, says it just isn't working. >> steve: is there anything that they are doing that is working? >> one thing that they are doing that has potential is to use the issue of choice, abortion, for their benefit, but in an election where inflation is as high as it is and people have trouble at the pump and in the grossry store payin