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Apr 26, 2024
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that's amazon, google, microsoft, meta. i think the rest are going to be very difficult there will be room for ai players in verticals like health care and retail that we think, again, the companies that have that data and have that user, it's really hard to train, to effectively run these systems, so it's going to be very, very difficult for the others to survive. so the question is, what happens to oracle? they're on the cut line. i think they'll benefit, but there's others that will -- may not. weigh what's going to happen to ibm? are they in that same situation i'm talking about in the big four and the answer is no. >> right we know the one key beneficiary, i don't believe you cover nvidia but that stock up another almost 5% this morning. >> absolutely. they're the number one from every piece of work we do, everyone is spending on nvidia and again, this is hard to have these conversations with our clients right now, as a software analyst, you know, i feel like i'm -- i'm on aisle 4 mopping up a spilled milk everyone wan
that's amazon, google, microsoft, meta. i think the rest are going to be very difficult there will be room for ai players in verticals like health care and retail that we think, again, the companies that have that data and have that user, it's really hard to train, to effectively run these systems, so it's going to be very, very difficult for the others to survive. so the question is, what happens to oracle? they're on the cut line. i think they'll benefit, but there's others that will -- may...
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Apr 25, 2024
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nvidia, microsoft and then meta. so just very high expectations while they did deliver on the top line in the quarter they only beat their mid-point by 2 points and folks were expecting more then again, as you cited, you did have the higher full year both op exand capex guidance and comments by mark zuckerberg allud alluding to they plan to lean into ai investments. >> has zuckerberg deserved the right to be considered a disciplined spender and would not cross over into areas that are not eventually monetizibility >> i don't think so, yet i think they're toying with we still have the facebook reality lab still on track to losing $20 million, it has to do with ai and the core instagram, facebook, advertising business, and they may want to shift some of that spending kind of on a reporting basis back to the core so no, i don't think he's kind of entirely, you know, earned his way out, but i think when being the fastest growing company in advertising, that does earn him a lot of street cred. >> he's invested in the past
nvidia, microsoft and then meta. so just very high expectations while they did deliver on the top line in the quarter they only beat their mid-point by 2 points and folks were expecting more then again, as you cited, you did have the higher full year both op exand capex guidance and comments by mark zuckerberg allud alluding to they plan to lean into ai investments. >> has zuckerberg deserved the right to be considered a disciplined spender and would not cross over into areas that are not...
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Apr 19, 2024
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we mentioned tesla, apple, microsoft, nvidia down on the nth as well. we'll talk with wedbush's dan ivess in a moment. >>> welcome back to "squawk on the street." tough week for tesla as you know on pace to end the week down more than 10% if shares end the day lower. that will the stocks longer daily losing streak since january. we know that tuesday is going to be a big day you say the clock has struck midnight and the line that struck out to me, trading in the model 2 for robo would be a tragic gamble in your opinion. >> i think it would be a gamble that could maybe even define the future of tesla in the next three to five years. i think right now the big nervousness is model 2, that's a key part of the group, that's 50 to 60% of the incremental growth of the next two or three years robotaxis, autonomous, not another five or six years. we've seen over the last decade and been through white knuckle moments for musk and tesla, this is up there. a cinderella story in the near term has turned into a nightmare on elm street. it all starts next tuesday needs
we mentioned tesla, apple, microsoft, nvidia down on the nth as well. we'll talk with wedbush's dan ivess in a moment. >>> welcome back to "squawk on the street." tough week for tesla as you know on pace to end the week down more than 10% if shares end the day lower. that will the stocks longer daily losing streak since january. we know that tuesday is going to be a big day you say the clock has struck midnight and the line that struck out to me, trading in the model 2 for...
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Apr 24, 2024
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i don't know if google can go right, because it's up so much amazon, i like microsoft, maybe, is up too much so -- and nvidia's not right now. but look at meta that's -- it's soaring, and yet, if tiktok is really banned, so to speak, then the world is zuckerberg's oyster. >> yeah, i mean, it's worth mentioning, of course, that bill is going to go to the president's desk today of course, it's an aid bill for ukraine and israel, humanitarian aid as well is a part of it. but the ban on tiktok is going to get signed into law they're going to have a year, as we pointed out many times, it seems unlikely that the chinese government is going to let tiktok's owner, bytedance, sell the u.s. or the english-language version of the app, but it remains to be seen, and carl, it very well may end up being decided in the courts. >> meantime, blinken's in shanghai today, possible face-to-face meeting with xi on friday about support for the russians, about some of this, about sanctions, about chips >> it is really -- there's nothing that they have in common right now. we're trying to stop them everywhere,
i don't know if google can go right, because it's up so much amazon, i like microsoft, maybe, is up too much so -- and nvidia's not right now. but look at meta that's -- it's soaring, and yet, if tiktok is really banned, so to speak, then the world is zuckerberg's oyster. >> yeah, i mean, it's worth mentioning, of course, that bill is going to go to the president's desk today of course, it's an aid bill for ukraine and israel, humanitarian aid as well is a part of it. but the ban on...
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Apr 23, 2024
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nvidia number one followed by microsoft, apple, tesla, meta and amazon and alphabet. there has been some enough sentiment around these companies as you guys have been talking about. tesla, for example, but short interest may be more about downside protection, so s-3 tells me investors are using mega cap tech as a way to hedge, more efficient than going long materials and energy these stocks are pretty cheap to borrow and short because they're liquid he described them as a hedge with serious afterburners since they get the biggest kick in the teeth if the market goes the wrong way for them aside from last week, shorting big tech has been less profitble. nvidia shorts are down 35% this year, meta shorts down 27% according to s-3 and amazon, microsoft and alphabet bears they're all in the red of the magnificent seven it has only been profitable to short apple and tesla. shorting tesla, though, has been risky over the years the bears have lost a total of $52.5 billion shorting tesla since its ipo. you can see there only two years have been profitable for short sellers. th
nvidia number one followed by microsoft, apple, tesla, meta and amazon and alphabet. there has been some enough sentiment around these companies as you guys have been talking about. tesla, for example, but short interest may be more about downside protection, so s-3 tells me investors are using mega cap tech as a way to hedge, more efficient than going long materials and energy these stocks are pretty cheap to borrow and short because they're liquid he described them as a hedge with serious...
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Apr 22, 2024
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bearish on tech names downgrading what they call the big six tech stocks, 34r5 amazon, alphabet, amazon, microsoft and nvidia. quote, investors attribute the run in mega cap stocks to animal spirits and the impact of ai and however our work indicates that surging earnings momentum fueled this upside. unfortunately this momentum is collapsing with the big six eps growth expected to decline from 42% to 16% over the next year. we'll see if that's true this week. >> meantime one notable tech name not on the list is tesla. shares continue to drop, touching a new 52 week low in today's session and several analysts cut their target going into tomorrow's report. jpmorgan to a street low 115, deutsch cut from 189 to 123, barclays from 225 to 180, wedbush's dan ives said the moment of truth has arrived for tesla and elon musk and, quote, the clock has struck midnight for musk to lay out a plan for the future. adam jonas, street high target of 310 asks if it's time to bring back old habits and, quote, sleep on the floor of the factory again. let's bring in phil lebeau to help us talk through the headlines ah
bearish on tech names downgrading what they call the big six tech stocks, 34r5 amazon, alphabet, amazon, microsoft and nvidia. quote, investors attribute the run in mega cap stocks to animal spirits and the impact of ai and however our work indicates that surging earnings momentum fueled this upside. unfortunately this momentum is collapsing with the big six eps growth expected to decline from 42% to 16% over the next year. we'll see if that's true this week. >> meantime one notable tech...