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Apr 26, 2024
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lexi next week we will get results from amazon and apple and tackle get hershey, i hope and food were going to eli lilly for drugs. >> alright so megan higher narrative jack said might've upset stocks a little bit certainly upsets people who want to buy a house. what's happening in housing market? >> we've seen a mortgage at rates expanded substantially since march. they have risen to nearly seven-point to percent the past week according to freddie. >> and unfortunately the 10 year treasury yield to suggest more unpleasantness is along for the ride. now of course that's putting as you point out pressure on home bike it is interesting is not showing up in the data quite yet. national association of realtors pending sales for marc market wp 3.4%. it's the northeast leading the pack of her once good news for all of us new yorkers. followed by the south in the west. hottest markets right now are definitely in the new york area. the new england even places like north carolina. an interesting trend going on. >> its money back in the housing crisis before the housing crisis we say that all a
lexi next week we will get results from amazon and apple and tackle get hershey, i hope and food were going to eli lilly for drugs. >> alright so megan higher narrative jack said might've upset stocks a little bit certainly upsets people who want to buy a house. what's happening in housing market? >> we've seen a mortgage at rates expanded substantially since march. they have risen to nearly seven-point to percent the past week according to freddie. >> and unfortunately the 10...
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Apr 26, 2024
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amazon up along with the rest of big tech, sitting at the top of the dow 30 heat map. it is up, ooh, 3.5%. "claman countdown" is coming right back. ♪ ♪ after last month's massive solar flare added a 25th hour to the day, businesses are wondering "what should we do with it?" bacon and eggs 25/7. you're darn right. solar stocks are up 20% with the additional hour in the day. [ clocks ticking ] i'm ruined. with the extra hour i'm thinking companywide power nap. let's put it to a vote. [ all snoring ] this is going to wreak havoc on overtime approvals. anything can change the world of work. from hr to payroll, adp designs forward-thinking solutions to take on the next anything. rsv is out there. for those 60 years and older protect against rsv with arexvy. arexvy is a vaccine used to prevent lower respiratory disease from rsv in people 60 years and older. arexvy does not protect everyone and is not for those with severe allergic reactions to its ingredients. those with weakened immune systems may have a lower response to the vaccine. the most common side effects are in
amazon up along with the rest of big tech, sitting at the top of the dow 30 heat map. it is up, ooh, 3.5%. "claman countdown" is coming right back. ♪ ♪ after last month's massive solar flare added a 25th hour to the day, businesses are wondering "what should we do with it?" bacon and eggs 25/7. you're darn right. solar stocks are up 20% with the additional hour in the day. [ clocks ticking ] i'm ruined. with the extra hour i'm thinking companywide power nap. let's put it...
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Apr 26, 2024
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amazon, up 86%. are you still holding those? >> still nvidia, still in amazon, still in williams-sonoma. they actually, it's one of our dividend players. so besides being a great capital gains, it's also a paid a good dave dent -- dividend that's been increasing, so we still -- charles: you rich people love williams-sonoma. you shop there, you own the stock -- [laughter] i get it. a couple that are down from that same period, bumble and cvrl are. are you still in those? >> so i am not in bumble, i'm not in cracker barrel. bumble, we're staying on the sidelines, however, cracker barrel we're looking to get back in. we've got a new ceo, i think that stock the turns around. it's got a good dividend. charles: they got some hella chicken fried steaks, my e man. [laughter] before we let you go, i know you've talked about snap. i was shocked that they had a, quote, good earnings report, right? if really the only reason to be in the stock the last couple of weeks was maybe in they kick -- if they kick tiktok out. you like the fundamenta
amazon, up 86%. are you still holding those? >> still nvidia, still in amazon, still in williams-sonoma. they actually, it's one of our dividend players. so besides being a great capital gains, it's also a paid a good dave dent -- dividend that's been increasing, so we still -- charles: you rich people love williams-sonoma. you shop there, you own the stock -- [laughter] i get it. a couple that are down from that same period, bumble and cvrl are. are you still in those? >> so i am...
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Apr 26, 2024
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alphabet, amazon is up doing well and i can barely see that and alphabet up about 10%. wasn't the meta loss overwrought when you look at what's happened today? >> it was a big move down and google put that alphabet at new al time high today and the fact you saw facebook, meta sell off so dramatically this week for me as a professional investor, it gives me a little pause. in 2022, it was that selloff in meta early in the year that really prixuated the selloff in stocks and there's a strong bounce today and60% of stocks below their short term moving average and frankly a lot of data simply not good. just this past week we found out the gdp is slower than expected, inflation is hotter than expected. david: true as well. >> a good defense is their best offense in this market. david: but at the same time we have this new technological explosion going on with ai, and it is paying off. that's what we've seen with alphabet and microsoft, particularly that we've seen the payoff in terms of revenues from this new thing that we're promised when things like nvidia took off, but a
alphabet, amazon is up doing well and i can barely see that and alphabet up about 10%. wasn't the meta loss overwrought when you look at what's happened today? >> it was a big move down and google put that alphabet at new al time high today and the fact you saw facebook, meta sell off so dramatically this week for me as a professional investor, it gives me a little pause. in 2022, it was that selloff in meta early in the year that really prixuated the selloff in stocks and there's a...
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Apr 26, 2024
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but alphabet, amazon, apple has gone negative but it's basically flat. we got some earnings reports before the bell. lauren is with us to go through them. start with chevron. lauren: it's a dow stock, an oil giant and up 1% right now. their production, higher, producing more. up 35% from a year ago. don't tell the white house. shares had been down because their revenue of just under $49 billion was a bit shy of expectations, but the stock has reversed in the open right now. david: by the way, some breaking news, alphabet just hit an all-time high, is that right in. lauren: yeah. david: staying on energy for a second. lauren: so the stock should be down as it e opens here, the profits were short of expectations, fell 28%, tock down 2.5%. here's deal, natural gas prices are down sharply on the year, by 37%, and they're also, the refining margins are tighter. that's blunting the benefit of higher oil prices. david: all right. the toothpaste company -- lauren: used it the morning -- david: colgate-palmolive. lauren: they are also big on pet food, and people
but alphabet, amazon, apple has gone negative but it's basically flat. we got some earnings reports before the bell. lauren is with us to go through them. start with chevron. lauren: it's a dow stock, an oil giant and up 1% right now. their production, higher, producing more. up 35% from a year ago. don't tell the white house. shares had been down because their revenue of just under $49 billion was a bit shy of expectations, but the stock has reversed in the open right now. david: by the way,...
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Apr 25, 2024
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in the tech sector torquer microsoft, amazon, google, nvidia spending billions on a.i. start-ups like openai, anthropic and cohere. there is concern amongst the investing crowd that we've seen a lot of a.i. hype, but their patience might be running out especially as companies are still not making money from the big with capital investment. now, you saw meta down about 0% in the session -- 10% and the two companies reporting tonight, microsoft and alphabet, are now falling in anticipation that maybe they're going to increase their spending and, you know, disappointment in metameans we could get possibly a miss from google and microsoft, as i said, in this priced to perfection market. i'll be speaking with microsoft's president on artificial intelligence spending and cloud growth. kelly: microsoft and alphabet, we'll certainly be watching those after the bell. thanks for that report. >>> okay, for more on how to trade meta, the market's reaction as to first quarter gdp and the fed's path forward, let's get right to the floor show. with us now are the great scotts, t3 trad
in the tech sector torquer microsoft, amazon, google, nvidia spending billions on a.i. start-ups like openai, anthropic and cohere. there is concern amongst the investing crowd that we've seen a lot of a.i. hype, but their patience might be running out especially as companies are still not making money from the big with capital investment. now, you saw meta down about 0% in the session -- 10% and the two companies reporting tonight, microsoft and alphabet, are now falling in anticipation that...
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Apr 25, 2024
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first, my next guest says rather in a perfect world megacap tech earnings from meta, microsoft, google, amazon could actually have sent the nasdaq into recovery mode. instead it is not in recovery mode. it is actually back on its heels. let's bring in now from simpler trading, their vp of options, danielle shay. danielle, netflix and taiwan semiconductor were slammed. they had solid results. meta had solid results. they join the pain. you said in sort of a perfect world these names lifted the market up. what is so imperfect right you in? >> charles, when you look at earnings, typically you want to see companies beating eps and beating revenue estimates and trading higher, right? but that is not the flavor of the season this quarter. the market has incredibly high expectations and is very jittery. we're seeing one tiny little comment as it relates to guidance or something the executives say on the call and the stocks are getting slammed. charles: right. >> right now we have a major risk with megacap earnings. even though these companies are strong, they're beating earnings, doing well, we see a
first, my next guest says rather in a perfect world megacap tech earnings from meta, microsoft, google, amazon could actually have sent the nasdaq into recovery mode. instead it is not in recovery mode. it is actually back on its heels. let's bring in now from simpler trading, their vp of options, danielle shay. danielle, netflix and taiwan semiconductor were slammed. they had solid results. meta had solid results. they join the pain. you said in sort of a perfect world these names lifted the...
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Apr 25, 2024
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or more, the largest investment, amazon down because of meta by 3%. david: i take made a terrible but buying teslas. lauren: reporting a loss that was three times what was expected as they accelerate tesla sales. david: i wonder if they are number one. they made a thing about being the number 2 company. i wonder if they exceed hurting revenue. lauren: i returned the rental car over in orlando, saw a big family vacation, saw tall hoes, big cars, i didn't see any -- not a single one. david: pro-israel students are set to counter anti-israel protests, i would say the pro-hamas protests on campus. cb cotton is outside columbia university with the latest report coming up. speaker mike johnson at house republicans demand columbia university's president resigned saying she's lost control of the campus. we will be speaking to the president of the israeli alliance at mit on whether it is time to step down. that's next. when it comes to investing, we live in uncertain times. should others can deflate with a single policy change. savvy investors know that gold h
or more, the largest investment, amazon down because of meta by 3%. david: i take made a terrible but buying teslas. lauren: reporting a loss that was three times what was expected as they accelerate tesla sales. david: i wonder if they are number one. they made a thing about being the number 2 company. i wonder if they exceed hurting revenue. lauren: i returned the rental car over in orlando, saw a big family vacation, saw tall hoes, big cars, i didn't see any -- not a single one. david:...
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Apr 25, 2024
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for microsoft, it's actually all about amazon. is microsoft's a.i. so good it can take market share from amazon's cloud which is the a a ws? microsoft cloud, azure, is expected to grow by 29%. david: adam, you've pot some thoughts. >> look at the screen right now. alphabet is down 4.3%, microsoft is down 4.3 -- david: exactly the same. >> remember we were talking about algorithms? that's them at work. that's not individual investors saying, oh, need to sell because meta was so terrible. no, that's the algos shorting stocks to push the market down. david: you got a couple of stocks for us beginning with salesforce. >> yeah. i love best in breed companies. salesforce number one in customer relationship management. the stock is down, oh, what, 15 because there was talk of their being a company. people didn't like that because salesforce has been on a quest to improve margins. if you remember over the past year and a half, there have been a number of activist investors who have come in and said you've got to improve profitability. they've done that. if t
for microsoft, it's actually all about amazon. is microsoft's a.i. so good it can take market share from amazon's cloud which is the a a ws? microsoft cloud, azure, is expected to grow by 29%. david: adam, you've pot some thoughts. >> look at the screen right now. alphabet is down 4.3%, microsoft is down 4.3 -- david: exactly the same. >> remember we were talking about algorithms? that's them at work. that's not individual investors saying, oh, need to sell because meta was so...
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Apr 25, 2024
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maria: it is interesting, jumping it works for amazon, for years amazon kept saying were worried about profitable monetizing business when we monetize it right now will this grow product. >> then they turn the prophets pick it on and it works well. i have a question for you, when you look at the magnificent seven. obviously they driven returns over the course of the last 12 plus months. when you look at what we've heard so far tesla said please be patient were to come out with a cheaper car and meta said be patient were working on a.i. and apple cut shipments by 50%. those three things do not sound good are you concerned about the magnificent seven potentially sending the market into a downward spiral? >> i wouldn't necessarily say i'm worried about a downward spiral but i would say i expected a near-term digestion from some of the mag seven names part of it covering some of the expectations out there. our view has been a broadening out within the tech sector and i think you're starting to see a lot of that. some of the performance at uc or some of the commentary from some of the names
maria: it is interesting, jumping it works for amazon, for years amazon kept saying were worried about profitable monetizing business when we monetize it right now will this grow product. >> then they turn the prophets pick it on and it works well. i have a question for you, when you look at the magnificent seven. obviously they driven returns over the course of the last 12 plus months. when you look at what we've heard so far tesla said please be patient were to come out with a cheaper...
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Apr 24, 2024
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we do have apple, microsoft and meta on the upside, alphabet and amazon on the downside. the 10 year treasury yield had been going up, still going up, 4. 65% as we speak. now this. now this. the case for banning tiktok is strong, the chinese communist party, a portal into 170 million american users. congress has taken action. cell tiktok within a year or it will be banned. don't hold your breath. china's government does not want to sell it. they've that classified all important algorithm as sensitive technology which means official approval for any sale outside china. they can and will say don't sell. there is the inevitable lawsuit, tiktok will say a for sale is a violation of its users first amendment rights. the government cannot ban a form of communication, politics will come into this. tiktok is popular, with younger people. young voters are not likely to be impressed with national security arguments, they know what they like and where to keep it. fairness comes into it too. countless businesses based on tiktok because it works best for them. they've got a killer alg
we do have apple, microsoft and meta on the upside, alphabet and amazon on the downside. the 10 year treasury yield had been going up, still going up, 4. 65% as we speak. now this. now this. the case for banning tiktok is strong, the chinese communist party, a portal into 170 million american users. congress has taken action. cell tiktok within a year or it will be banned. don't hold your breath. china's government does not want to sell it. they've that classified all important algorithm as...
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Apr 24, 2024
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amazon is doing great but if the economy starts slowing down we can see dips their too but they all look pretty good right now and are all in a similar boat. stuart: a lot of people say exactly the same thing. it's come down regionally, we got big tech, made a lot of money out of of it. about people telling me exactly that. thanks for joining us, see you again soon. remember when governor ron to santos. dozens of migrants to martha's vineyard, they are now getting work visas, we have that story for you. bike dance has one year to sell tiktok or face a ban in the us. the tiktok crackdown bill now heads to the president's desk. mark meredith has the report from the white house next. ♪ 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 lock...” so, if you could change the price, change t
amazon is doing great but if the economy starts slowing down we can see dips their too but they all look pretty good right now and are all in a similar boat. stuart: a lot of people say exactly the same thing. it's come down regionally, we got big tech, made a lot of money out of of it. about people telling me exactly that. thanks for joining us, see you again soon. remember when governor ron to santos. dozens of migrants to martha's vineyard, they are now getting work visas, we have that story...
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Apr 24, 2024
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i keep waiting for the click to buy like amazon prime you push a button and suddenly you own it why don't you think they rolled that out yet, they were talking about it for 18 months. >> a need to do the overtime and i haven't ro ruled out because y haven't figured how to tie the commerce piece to the ad piece that's the hardest part and i would say they're still working on the metaverse they're very quiet about that but it's one of the areas that they have been able to take a lot of cost using automation a.i. internally and their finance systems and supply system in the back office, that's how they're getting to the sufficiency. maria: it's been a rough second quarter versus the first quarter and last year how do you want to allocate capital and what do you see as the headline on the macro story this year. >> here's the challenge the a.i. evaluation is superhigh and we have to look for other stocks that are derivatives or can benefit from that and there's two other stocks that are looking at and playing that space and the valuations are as high never hit the full a.i. premiums and that's
i keep waiting for the click to buy like amazon prime you push a button and suddenly you own it why don't you think they rolled that out yet, they were talking about it for 18 months. >> a need to do the overtime and i haven't ro ruled out because y haven't figured how to tie the commerce piece to the ad piece that's the hardest part and i would say they're still working on the metaverse they're very quiet about that but it's one of the areas that they have been able to take a lot of cost...
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Apr 23, 2024
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we've got meta reporting tomorrow, microsoft of and alphabet reporting thursday and is results from amazon and apple on deck next week. it's a big test for the it can titans, these next few days. susan li breaks down what hurdles and strategies we could see from some of america's most influential companies starting with some new data on how apple's fearing, right, susan? >> yeah. so we are looking at the biggest week for earnings this quarter, almost 40% of the s&p 500. wall street already looking past these peak tech val valuations, incleesing their short interests and their short positions by a trillion dollars so far this month. and, yes, that includes apple. and we already know that a apple iphone sales have struggled in the first quarter rt in china, down 19% according to counterpoint research, worst start there to the the year in four years, and that means lost market share in apple's third biggest market. they're ceding sales to android phones. lower cost competitors and more local brands like huawei. and that's a reason why apple shares are down by more than 15% so far this year, c
we've got meta reporting tomorrow, microsoft of and alphabet reporting thursday and is results from amazon and apple on deck next week. it's a big test for the it can titans, these next few days. susan li breaks down what hurdles and strategies we could see from some of america's most influential companies starting with some new data on how apple's fearing, right, susan? >> yeah. so we are looking at the biggest week for earnings this quarter, almost 40% of the s&p 500. wall street...
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Apr 23, 2024
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amazon, google, meta, microsoft, nvidia. this is what the street is looking for. everyone else we're looking for them to be down. it is on big tech to see if they can pull this through. obviously it would have be some great guidance along with that but meantime more and more folks, more and more firms are starting to step away ubs downgraded the segment. they call it the big six but remained overweight on rest of tech plus. that is interesting to underscore. there is more to the market, even to technology than those big megacap names. what have we seen from the megacap stocks? nvidia is still up 54%, but for the month every single one getting crushed. 9%, alphabet 3%, mag-7 overall down 9% coming into the day. so the year has been phenomenal, the month has been shaky and we'll see where we go from here. we're lucky enough to be starting off with data trek research cofounder nicholas collison. nicholas, your thoughts on this sort of last hurrah, if you will for these names? because right now the street is looking for them to do extraordinarily well. this is the fir
amazon, google, meta, microsoft, nvidia. this is what the street is looking for. everyone else we're looking for them to be down. it is on big tech to see if they can pull this through. obviously it would have be some great guidance along with that but meantime more and more folks, more and more firms are starting to step away ubs downgraded the segment. they call it the big six but remained overweight on rest of tech plus. that is interesting to underscore. there is more to the market, even to...
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Apr 23, 2024
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medical microsoft collectible amazon all on the upside. look at the ten year treasury, the guilt is coming out of it below for 60. i noticed the yield on the two-year well below 5%. that may be is encouraging public nasdaq composite and big tech today. now this. alexandria ocasio-cortez the protest on college campuses are peaceful. she's wrong. there's something peaceful about harassing jews. columbia university a few miles from ioc's district the rest of the semester there will be a hybrid system with remote and a few on campus classes. they were for students go remote because the kingfisher safety of jews. nothing peaceful about that. anti-semitism is spreading. new york's nyu police were met with players, arrested yelled massive police presence there this morning. menacing protest at berkeley, protest for today. protesters support hamas. the terrace group that butchered jews october 7. hamas is organizing protest. "wall street journal" reports october 7 leaders of hamas and hezbollah started working with activists in the u.s. through me
medical microsoft collectible amazon all on the upside. look at the ten year treasury, the guilt is coming out of it below for 60. i noticed the yield on the two-year well below 5%. that may be is encouraging public nasdaq composite and big tech today. now this. alexandria ocasio-cortez the protest on college campuses are peaceful. she's wrong. there's something peaceful about harassing jews. columbia university a few miles from ioc's district the rest of the semester there will be a hybrid...
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Apr 23, 2024
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meta, microsoft, amazon, alphabet on the upside. they've got green right there. some earnings reports before the bell including general motors, looks like they did well, kelly. >> really well, actually. big first quarter beat for general motors, both the top and bottom line, and they boosted your full-year guidance which investors love to see. the stock is up over 5% right now. this was mainly due to increased retail sales in north america. of i thought this was interesting, gm has previously walked back its ev goals, this time around ceo mary barra said leveraging the strength of the traditional gas-powered business gave the company the ability to grow its ev business over time while still delivering strong margins, right in get rid of some of those deadlines -- [laughter] stuart: they've still got to sell these evs. >> oh, true, true, right in but it's more of that moderation, which i think was interesting. jetblue, not a good day, okay? this was really all about the guidance, the stock is down 17% right now. they are revised their second quarter sales down 10.
meta, microsoft, amazon, alphabet on the upside. they've got green right there. some earnings reports before the bell including general motors, looks like they did well, kelly. >> really well, actually. big first quarter beat for general motors, both the top and bottom line, and they boosted your full-year guidance which investors love to see. the stock is up over 5% right now. this was mainly due to increased retail sales in north america. of i thought this was interesting, gm has...
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Apr 23, 2024
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even if a new one in last year dutch make sense she is basically running to promote her interests as amazon decision trying to create a national franchise. maria: we can't go to local cvs drugstore without opening up cases that we could buy toothpaste because of crime what are you doing about crime in new york. >> we are going back to law and order, like the next minute after i am elected you can't have a situation where toothpaste locked up criminals run through you go to the ground send, o you go through bronx, queens people are fed up with crime, and she is regularly wrong on everything she says wrong about protests, because there are violent, threatening to the people, you know jewish students, on columbia's campus unsafe environment, so, when you let law and order flip this is what you see. you know. you let it go a little bit the next thing you know you have complete chaos. maria: i -- i mean marty why then is she so successful in terms of jamming through her ideas? if you are in new york you feel it working around looking behind you you are afraid of potential crime, an, of course, a
even if a new one in last year dutch make sense she is basically running to promote her interests as amazon decision trying to create a national franchise. maria: we can't go to local cvs drugstore without opening up cases that we could buy toothpaste because of crime what are you doing about crime in new york. >> we are going back to law and order, like the next minute after i am elected you can't have a situation where toothpaste locked up criminals run through you go to the ground...
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Apr 22, 2024
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apple, amazon, google, oracle, they're all there. here is what we know. still, not a done deal. if they're going to do it in the senate the way it has been described to me, they will not do it as a separate vote. they will do it as part of a supplemental thing. this will be like some sort of a package of funding. to what i understand the understand is really divided on this. it is still, there is not a lot of consensus. it is like 50-50. 50% want it banned, 50% don't. it is a weird political thing because trump has come out, republican leader, going to be the presidential candidate, has come out, been throwing cold water on a boon. >> yeah. >> he said elon musk is throwing cold water. liz: one minute he hates the chinese. >> how do you really want to ban it? it don't want to go to war with china. this could touch off a trade war. that could lead to inflation. china could turn around start putting tariffs on u.s. products. we just banned their steel. liz: well the president has floated a 10% tariff. >> you can do back and forth, back and forth. this could get nasty. you get a spi
apple, amazon, google, oracle, they're all there. here is what we know. still, not a done deal. if they're going to do it in the senate the way it has been described to me, they will not do it as a separate vote. they will do it as part of a supplemental thing. this will be like some sort of a package of funding. to what i understand the understand is really divided on this. it is still, there is not a lot of consensus. it is like 50-50. 50% want it banned, 50% don't. it is a weird political...
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Apr 22, 2024
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amazon second, and the rest pretty much have weakened. so we'll wait and see. i think earnings can dictate, if some of these companies with markets oversold, with names oversold, if earnings come out much stronger than expected i expect some five and 10% gaps to the upside. we'll see if they're buyable at the time. remember these companies are fantastic. they are category killers. they have been doing something right for ages. they're creating wealth beyond the beyond. jobs beyond the beyond. those are ones with he try to look for. charles: no doubt about it. this is not 2000 for sure. gary, thanks a lot, my friend. appreciate it. >> thank you. charles. charles: all right, folks, my "unbreakable investor," "the quiz show" edition town hall happening this wednesday 2:00 p.m. eastern. you can still join. here live in person, in new york city, in the studio, asking questions and learning a lot. i'm going to impart so much information with you. here is what you do. go to eventbrite.com, search charles payne, get your free ticket. i see you in a couple of days. it w
amazon second, and the rest pretty much have weakened. so we'll wait and see. i think earnings can dictate, if some of these companies with markets oversold, with names oversold, if earnings come out much stronger than expected i expect some five and 10% gaps to the upside. we'll see if they're buyable at the time. remember these companies are fantastic. they are category killers. they have been doing something right for ages. they're creating wealth beyond the beyond. jobs beyond the beyond....
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Apr 22, 2024
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that the market is freaking out about rates and that some of these companies like nvidia and crm and amazon on friday five or 10%, that gets out the weekends of the market, the company's coming down the line and next intact report earnings i think they'll be pretty good, the weak hands will be out of the stocks so the strong hands are going to come in off the sidelines and pick them up when they pull back. edward: do you think there's more room for the magnificent seven even at the values where they are now. >> it's hard to say when i take a look at them i think the categorization together does not hold up to the examination and the companies were very different eras and found it to do different things. some compete directly with each other some of them don't summary dependent for sales and i find that group, i get it seven incredibly dynamic american companies. i'm not sure the grouping makes sense. the other interesting thing about the trade of having magnificent a.i. trade is if you believe if you believe in the magnificent seven of which several have big stakes in the a.i. game you have
that the market is freaking out about rates and that some of these companies like nvidia and crm and amazon on friday five or 10%, that gets out the weekends of the market, the company's coming down the line and next intact report earnings i think they'll be pretty good, the weak hands will be out of the stocks so the strong hands are going to come in off the sidelines and pick them up when they pull back. edward: do you think there's more room for the magnificent seven even at the values where...
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Apr 22, 2024
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amazon 178 for $12, salesforce. nasdaq composite, lululemon, nxp, astrazeneca, the ten year treasury well above 460, 464 right now the price of gold way down. $2400 an ounce last week now it's 2349, down $60 today. bitcoin 65000 and change, the price of oil below $80 per barrel, 8206 to be precise. thank you for being with us. >> always good to see you on a monday you brighten my day. stuart: very good. thank you. coming up the lady on the screen hilary clinton suggested that trump wants to kill his opposition. roll tape. >> trump was gaga over putin because putin does what he would like to do, kill his opposition in prison his opposition, drive journalist and others into ex exile. stuart: is an abiding that's trying to put trump in prison we will tell you how the trump team responded to what hilary had to say. diversity disappearing from company's annual reports. employers are finally pushing back against activists that is what google is doing, steve forbes get into that little later. a host the msnbc says were pro
amazon 178 for $12, salesforce. nasdaq composite, lululemon, nxp, astrazeneca, the ten year treasury well above 460, 464 right now the price of gold way down. $2400 an ounce last week now it's 2349, down $60 today. bitcoin 65000 and change, the price of oil below $80 per barrel, 8206 to be precise. thank you for being with us. >> always good to see you on a monday you brighten my day. stuart: very good. thank you. coming up the lady on the screen hilary clinton suggested that trump wants...
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Apr 21, 2024
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. >> other companies including microsoft, off about, amazon and also meta, what you watching. >> microsoft is the biggest company in the world right now so the big question to maintain the earnings momentum that got it there investors are good be looking for an uptake on the new copilot a.i. software. >> what is the news there. >> meta is up 35% for the year and concerns for the margins and speaking of a.i. this packs week they launched a meta a.i. chabad and head-to-head with the chat box with openai, google and microsoft. sean.jack: only good news and te shiny thing in the market is called. >> the metal gold is one of the better asset classes up 15% hit $24 an ounce and why attire is tougher to determine normally when you have higher market interest rates in the u.s. like you had this year gold goes lower but it goes higher and you had redemption from some of the big u.s. gold etf's like the spider gold trust, the gld, what seems to be happening you see stronger demand from outside of the united states the central banks are buying including china as well as asian investors and people may
. >> other companies including microsoft, off about, amazon and also meta, what you watching. >> microsoft is the biggest company in the world right now so the big question to maintain the earnings momentum that got it there investors are good be looking for an uptake on the new copilot a.i. software. >> what is the news there. >> meta is up 35% for the year and concerns for the margins and speaking of a.i. this packs week they launched a meta a.i. chabad and...
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Apr 19, 2024
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did with amazon prime users. they never told us the number but they gave us a revenue number. of so i'm going to looked at revenue, obviously. and as long as revenue's growing in the mid teens, then these guys are going to drop a ton to the bottom line. you know, think about their spend. if they're spending $17 billion on content right now at 270 million subs, do they really need to spend 10% more when they're at 300 million subs? no. they're creating enough content to keep everybody happy with whether that number is 200 million, 500 million or or a billion. so i think you're going to see massive accretion as they grow subscribers even modestly. all that's going to drop to the bottom line. liz: really quick, you have said that netflix's lead is, quote, insurmountnd. >> yes. liz: okay, fine. who's closest behind them this on the racetrack? >> well, hbo is doing it right -- liz: you mean max? >> super high quality. disney and peacock and paramount are doing it completely wrong. amazon is that in-betweener because w
did with amazon prime users. they never told us the number but they gave us a revenue number. of so i'm going to looked at revenue, obviously. and as long as revenue's growing in the mid teens, then these guys are going to drop a ton to the bottom line. you know, think about their spend. if they're spending $17 billion on content right now at 270 million subs, do they really need to spend 10% more when they're at 300 million subs? no. they're creating enough content to keep everybody happy with...
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Apr 19, 2024
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alphabet, apple, apple at 165 and amazon 176 and meta well below $500 a share. 10-year treasury yield. not doing that much, but it is 4.62%. now this, it's hard to understand why students at our elite universities find hamas and iran attractive. both vigorously deny the most basic human rights yet at these demonstrations you see young women screaming support for the mullahs and murderous hamas leadership. meanwhile in iran, the morality police began a new crackdown on saturday aimed at women not wearing the hi hijab. they're arrested and reportedly sexually abused. is that what these women want? how can they support a regime that aggressively suppresses women? i saw a sign that read gays for hamas. i thought it must be a joke because it's so bizarre. homosexuality is not allowed in most muslim societies and it's a crime in gaza. don't the demonstrators know who or what they're supporting? apparently not. maybe it's wishful ignorance. maybe it's group think. very much in fashion these days, especially at universities. h ey, if you have to pass on diversity, equity, and inclusion test,
alphabet, apple, apple at 165 and amazon 176 and meta well below $500 a share. 10-year treasury yield. not doing that much, but it is 4.62%. now this, it's hard to understand why students at our elite universities find hamas and iran attractive. both vigorously deny the most basic human rights yet at these demonstrations you see young women screaming support for the mullahs and murderous hamas leadership. meanwhile in iran, the morality police began a new crackdown on saturday aimed at women...
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Apr 19, 2024
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if you look at netflix's top two competitors, apple and amazon, neither of them offer so specific subscriber numbers. of netflix's, what about discovery or disney plus making the streaming profitable. disney will crackdown on passwords in june. look at next week's shares again. down 7. 5%. if you ask me they own the streaming space and are looking more like traditional television. did you hear what the ceo said, there's something incredibly magic about folks gathering around the tv in the living room to watch something all at the same time. we believe these cultural moments like the jake paul mike tyson fight are just that kind of television. we went is there any such thing as family television all viewing the same show? everybody has their own tv. lauren: people will get together to watch it and i did this for you. there hot original shows, the gentlemen, 61 million. a british show, 98 million. huge numbers. they have got the content and deep pockets to keep providing a, 2.3 billion free cash flow. stuart: netflix goes back to $640 a share. lauren: the ai they were using which will benefit.
if you look at netflix's top two competitors, apple and amazon, neither of them offer so specific subscriber numbers. of netflix's, what about discovery or disney plus making the streaming profitable. disney will crackdown on passwords in june. look at next week's shares again. down 7. 5%. if you ask me they own the streaming space and are looking more like traditional television. did you hear what the ceo said, there's something incredibly magic about folks gathering around the tv in the...
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Apr 19, 2024
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look at big tech, microsoft, alphabet, apple, meta, amazon, they are all a down. let's take a closer looked at a apple, because their relationship with china looks to be kind of strained. what is china ordering apple to do? it's a big deal, isn't it? lauren: their cyberspace administration is asking apple to remove whatsapp and threads. those are owned by meta, another major company. china wants them to remove those apps from the chinese app store because of national security concerns. okay. the "wall street journal" say, well, it's because of political content that is criticalling of the chinese president. apple has this very complicated relationship with china, right? it's a huge market for them. and now that complicated relationship just involved meta. stuart: is and it's taken apple's stock down to $is -- 165. lauren: and meta if down 1%. stuart: some of the earnings reports that came out earlier this morning, procter & gamble. lauren: it's a dow stock. it's down about 2%. they had sales of just over $20 billion, slight miss, but volume was good. they make pan
look at big tech, microsoft, alphabet, apple, meta, amazon, they are all a down. let's take a closer looked at a apple, because their relationship with china looks to be kind of strained. what is china ordering apple to do? it's a big deal, isn't it? lauren: their cyberspace administration is asking apple to remove whatsapp and threads. those are owned by meta, another major company. china wants them to remove those apps from the chinese app store because of national security concerns. okay....
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Apr 18, 2024
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and that's going to be one of the answers to the problems and helping other companies like wal-mart, amazon, even wendy's and seeing a lot of companies that will benefit from artificial intelligence and what been happening with the chips with nvidia. i'm looking forward to meeting some of the things i missed first time around for sure. liz: pete, i can't let you go without bringing up meta has headlines and le headlines and llama 3 raybans on the way and this stock jumped 129% over the past year. >> they've need it had for awhile and still need it and they're trading and with the run it had, it's got to be stretched and trading at 25pe on the forward side. it's not way out in strike that us fear but way out on -- stratosphere and they're one of the biggest buyers from nvidia and outside of that, they're created own custom ai chips as well and a lot going on behind the scenes and zuckerberg has done an amazing job n avigatorring through good t imes, bad times and great times and that's why this stock is moving the way it is. liz: i don't know. those rayban classes may eliminate the need for
and that's going to be one of the answers to the problems and helping other companies like wal-mart, amazon, even wendy's and seeing a lot of companies that will benefit from artificial intelligence and what been happening with the chips with nvidia. i'm looking forward to meeting some of the things i missed first time around for sure. liz: pete, i can't let you go without bringing up meta has headlines and le headlines and llama 3 raybans on the way and this stock jumped 129% over the past...
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Apr 18, 2024
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going lower and the three best performers are ones where the numbers keep going higher which is meta, amazon and nvidia. so without rate cuts what you will see is the market continuing to look at earnings as the driver of stock prices and not just multiples and rate cuts. >> i know your focus has been on energy which is interesting in a sense the fed decision making, they always do ex food and energy but the rest of us can't. what is your concern when it comes to energy right now? >> there is really two things. if you look at a lot of the recessions and pullbacks we've had in history they have been caused by energy prices spiking, if you look at energy today, west texas intermediate started the year at 72 bucks. it is up 15% from those levels at about 83. and energy prices feed into, the rest of us have to deal with heating our homes and buying groceries and things like that and that feeds into all of that, and that feeds into inflation. the second part of it is, if you're spending a lot more money filling up your car at the pump, you have a lot less money to spend. so for an economy led by
going lower and the three best performers are ones where the numbers keep going higher which is meta, amazon and nvidia. so without rate cuts what you will see is the market continuing to look at earnings as the driver of stock prices and not just multiples and rate cuts. >> i know your focus has been on energy which is interesting in a sense the fed decision making, they always do ex food and energy but the rest of us can't. what is your concern when it comes to energy right now?...
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Apr 18, 2024
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meta, alphabet, amazon, apple all on the upside. microsoft though a loser today. down to $410 a share. now, the 10-year treasury yield. where are we? going up a little, 4.63%. now this, trying to follow donald trump's campaign style and handlers had him walk into a gas station and create a man of the people image and the president could meet and greet regular folk at work. it was contrived and controlled and looked it. everyone in the store knew where to stand and what to say. the president looked awkward, he couldn't drum up much enthusiasm and couldn't play the crowd. again, the contrast with trump. trump walk intoed a new york city bodega, it was an arranged visit but that's where the similarities end. trump took questions from a nyone. he greeted everyone. they couldn't get enough of him. and he couldn't get enough of them. he played the crowd very well. remember trump's chik-fil-a visit, that too was arranged but anything but controlled. the largely minority staff g reeted him with smiles and hugs hugs hugs and thrilled to be near him. give him a crowd and he
meta, alphabet, amazon, apple all on the upside. microsoft though a loser today. down to $410 a share. now, the 10-year treasury yield. where are we? going up a little, 4.63%. now this, trying to follow donald trump's campaign style and handlers had him walk into a gas station and create a man of the people image and the president could meet and greet regular folk at work. it was contrived and controlled and looked it. everyone in the store knew where to stand and what to say. the president...
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Apr 18, 2024
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alphabet, microsoft down and so is amazon. this you go. >>> we know that google fired 28 employees who protested the company's contract with israel. however, lauren, separately, entirely separately, google's planning for some layoffs, right? lauren: yes. stuart: restructuring. lauren: it's being reported that google isly structuring its finance team to focus more on artificial intelligence. it could be that a.i. replicates some of the tasks. if you work in finance, they call you a finoogler. i was prized that google -- surprised that google fired those 28 employees. it's a liberal company, and i did not expect them to do that. stuart: but they crossed a line. lauren: absolutely. stuart: they shut the guy's office down for 10 hours. lauren: could you imagine us going and sitting in front of murdoch can's office? stuart: don't even think of it. lauren: exactly. can these 28 googlers be hired elsewhere? >> oh, one of the other liberal -- yeah, another liberal silicon valley company will probably hire them. lauren: i don't know ab
alphabet, microsoft down and so is amazon. this you go. >>> we know that google fired 28 employees who protested the company's contract with israel. however, lauren, separately, entirely separately, google's planning for some layoffs, right? lauren: yes. stuart: restructuring. lauren: it's being reported that google isly structuring its finance team to focus more on artificial intelligence. it could be that a.i. replicates some of the tasks. if you work in finance, they call you a...