is going to be big, i have no idea, always good seeing you, thank you for that, jonathan hoenig take a look at that, what do you think. it is all about a.i., expertly susan told us 95% of companies have mentioned a.i. at least one time on the recent earnings call, apple has pointed out a little bit late to the game and it's one of the reasons the shares has often compared to so many others. nvidia is up 153% year-to-date apple is up only 5%, a.i. can integrate into all of their devices and what's it going to do for the stock moving forward is apple going to lead in a.i. instead of follow will be watching the conference all this week very closely. neil: were taking a look at that only anyone can look at the signature stocks and moments with the market and we can look a little earlier at nvidia it's up again this is a stock that split 1041 today is the first day as the stock, this is the same value but it is supposed to dry in investors because it does have a cheaper price, do you buy that? >> there is no definitive economic data that shows a stock that split does better on average the

better -- jonathan hoenig.etter be exotic for us. >> nothing exotic about fossil fuels but president biden spent a trillion on green energy program but people wake up and want to put gas in their cars and need oil, natural gas and this is etf that tracks these ml ps, master limited partnerships and they're dividend oriented energy stocks and they'll benefit from a period of higher energy prices and we'll see but even if the market flat lines, 7% dividend will keep you in the green even if the rest of the market, in particular big tech stalls. stuart: best till last. 7% dividend? >> i think in a bull market, make money on the dividend and price of depreciation and inflation isn't dead. no os terrificty to put it to bed and -- os tearty to butt it to bed. stuart: thanks, jonathan. always good stuff. >> be well. stuart: looking at synchrony financial. lauren: what a gain. stock up 6.5% and rating call and it's a buy and called number one private label credit card platform with a large data base of retail partnersh

stuart: you know that all of our viewers tune in on a friday morning for jonathan hoenig's exotic investmentthe week and i know what you've got here. you've got chump hill downs and home of the kentucky derby and why do you like that? >> seems antiquated in an age of electronic gaming and vegas and churchill downs and you said it's a american monopoly on horse racing and now they also own the racetrack and quietly peeked up and challenging the april high and it's not vegas and vegas casinos are here for the like and it's true middle america and i think that horse racing might be making a comeback and addressing a lot of animal welfare and online is propelling into interest in the support and churchill downs is a bio candidate in the middle of all of it. stuart: lauren looking at all the cruise lines. lauren: have they lost pricing power and bank of america said pricing in june from may is modestly softer. these are high flying names they're booked and packed and lost some of that. stuart: stocks are up and down and up and down. how about jp morgan z scaler and the cybersecurity firm trading

reaction from the editor and chief adam company bc himself and capitalist pig hedge fund manager jonathan hoenigthank you for joining us, adam let me begin with you more green today but let me ask you this are we seeing signs of fatigue in the market especially as you point out among the semi conductor heavyweights. as i've been saying all year we are bullish of the s&p calling for higher and we recently read our target to 5600 but today is interesting we see nvidia the chip stock down pretty big nvidia down 5% the stocks are still pushing higher with the s&p going toward 5500 again. i think this is an important trend to note there is a lot of capital in the semiconductors that once they sell off they are rotating back into the green market but into different names which haven't led higher until this point which i actually think is a healthy trend that we are seeing we continue to call for higher equity prices. ashley: let me ask you about nvidia, do you have concerns about how the stock is moved and how much is moved and how quickly it's moved and is it showing signs as fatigue or exhaustion. >

jonathan hoenig. thank you for joining us on a friday.auren is looking at palantir, down nearly 5%. lauren: yeah, cut to sell and analysts call their evaluation gluttonous, that's a quote. market capitalization and going $54 billion and the share from ai and volatile geopolitics providing intelligence via data to the military and the valuation he says is just way too extreme. stuart: okay, gilead sciences. late stage hiv drug trial had tremendous success in preventing hiv in women that they ended the trial early, stock's up just about 3%. stuart: big gain. mcdonalds. lauren: $5 value meal launches next week. june 25th, stock's up 2%. ubs sees sales at mcdonalds rebounding in the second half of this year and continuing into next. stuart: used to call that a loss leader. make a loss on the $5 meal. lauren: hope that is true. beverage companies hoped to monetize this and subsidize it. stuart: climate activists vandalized a plane and they thought it belonged to taylor swift and made a big mistake and full story for you coming up. the office i

and that means jonathan hoenig is here with his exotic pick. one -- i wouldn't call this exotic. [laughter] you like canadian telephone business, it's bce, i think that's the ticker symbol. what is it? tell me about a it. >> it's anything but exotic, stuart. this is old school value stocks, you know? before nvidia, before the semiconductor craze it was telecom stocks. they were, like, the technology stocks are the 1990s. and a lot of them are quietly starting to perk up. tmus, t-mobile at a 552 -- 52-week high, so i like bce, completely off the radar screen. it's yielding 8%, and as a i said, stuart, this is a value stock. this is the type of enterprise. they own retail stores, they own 30r9s teams. a value investor, an agitator could come in, whip this company into shape and, i think, boost the price. it's trading at the same price it was in 2007. a lot easier to buy hand a stock the line nvidia, in my opinion, that's up hundreds of percent in the last couple of weeks. stuart: hold on, jonathan. i see on my screen you say not to informs in the