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Apr 25, 2024
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>> you are bullish tonight and i am making a real point with microsoft, alphabet and it will be good. >> tonight the knicks will win and tech earnings will be strong and i think eventually what you will see is that this is the pound the table moment where they show the modernization here and not hype and that is why when it talks everyone listens. >> is there something they have to say like a strong demand for chatgpt? >> what do they have to say about the future to make you even happier. >> it is about what adoption looks like and a 30% type good number and what that adoption curve looks like. if you start to see new della and i think much more significant than they expected, that shows this title wave of $1 trillion of spending and it's coming to the rest of tech. >> to your point we talked about whirlpool and harley davidson and looking at these mid-level consumer stocks in the middle class is struggling and there is a big gap and a market have and have not and ai is a habit and anything related to middle class could ultimate lee -- altar is down 21% since april 1. >> without quest
>> you are bullish tonight and i am making a real point with microsoft, alphabet and it will be good. >> tonight the knicks will win and tech earnings will be strong and i think eventually what you will see is that this is the pound the table moment where they show the modernization here and not hype and that is why when it talks everyone listens. >> is there something they have to say like a strong demand for chatgpt? >> what do they have to say about the future to make...
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Apr 22, 2024
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>> microsoft is our largest. the reason why we like that company is the fact that it's so entrenched in our day-to-day lives in terms of enterprise, and just the consistency and the defensiveness of the business, so while valuations are elevated for a name like microsoft, we think the premiums that investors are paying for it is reasonable. >> the idea of -- i'll take you back let's say, i don't know, six months, four months. let's go four months. the idea of lower interest rates at some point this year, how much do you think that had to do, if at all, with the run we saw in the megacap names and then if i take that off the table from you, what is it going to mean for the next six months, let's say? >> fair question. you know, we were noncon sen us in terms of the interest rate outlook. we thought the fed was not going to do what the market expected in terms of a percentage cut in rates. we were thinking one or two rate cuts this year. we think honestly earnings growth is going to be more important than whether t
>> microsoft is our largest. the reason why we like that company is the fact that it's so entrenched in our day-to-day lives in terms of enterprise, and just the consistency and the defensiveness of the business, so while valuations are elevated for a name like microsoft, we think the premiums that investors are paying for it is reasonable. >> the idea of -- i'll take you back let's say, i don't know, six months, four months. let's go four months. the idea of lower interest rates at...
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Apr 26, 2024
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microsoft and alphabet put out a good print last night. and it's like meta never happened maybe it didn't happen it's all in the metaverse. nothing's real >> meta happened people ask when does volatility come to markets. it's almost always the result of policy uncertainty we're grappling with policy uncertainty here, and we should expect some swings but ultimately i come back to the idea that peak inflation, peak interest rates, peak tightening all favor stocks over the subsequent years and that's certainly been the case since inflation peaked in june 2022 and since the fed was done raising rates -- >> we'll call it wbi, wonky but interesting. do we care about the u.s. dollar it's soaring we should do a show on the japanese yen do we care that the dollar's up? or do we just care that the momentum's there, the stock buyers are there, consumers, to your point, are still there? >> broadly i think those things matter i don't think you can discount the dollar it's going to affect certain areas of the market more so than others we're in this per
microsoft and alphabet put out a good print last night. and it's like meta never happened maybe it didn't happen it's all in the metaverse. nothing's real >> meta happened people ask when does volatility come to markets. it's almost always the result of policy uncertainty we're grappling with policy uncertainty here, and we should expect some swings but ultimately i come back to the idea that peak inflation, peak interest rates, peak tightening all favor stocks over the subsequent years...
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Apr 24, 2024
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what about for microsoft, then? >> well, i think it shows you something specific about google -- and i will speak to microsoft in a second. google has all the assets to still be a player. i that is why they have done well over the last month, two months. investors have come back to the reality that they have distribution. millions of people use their platform, they have x, they have money, they have all the ingredients. microsoft has a lot of those ingredients, but they don't have the same data. they had to go work with openai to bring openai to reality on their systems, on azure. so, i think microsoft is in a great place. certainly, if you think about the mag 6 stocks, google, microsoft are probably at the top from a software application standpoint. but, google, we prefer here and continue to own it. >> lastly, the mega cap and trade in general, are you feeling shaky about it? do you feel a come back is in order? is this the week in which that starts? >> we still feel good about it. i think when the market is up 13
what about for microsoft, then? >> well, i think it shows you something specific about google -- and i will speak to microsoft in a second. google has all the assets to still be a player. i that is why they have done well over the last month, two months. investors have come back to the reality that they have distribution. millions of people use their platform, they have x, they have money, they have all the ingredients. microsoft has a lot of those ingredients, but they don't have the...
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Apr 23, 2024
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meta, microsoft, alphabet, green, as well. they report their earnings over the next couple of days, that will be big. tesla reporting tonight it, too, is struggling mightily this year. and the russell 2000, yes, it is up nice again, too. yields have stabilized. and by the way, on that note, coming up, we will ask former fed chair richard clara to when the fed will cut rates, if at all this year. this does take us how to best move in this market. let's ask our chief investment strategist with charles schwab. good to see you back again. we had this nice move over the last couple of days. do you believe in it? how you feeling about this market? >> the market got a little bit oversold especially in areas that had taken a drubbing and technology sector dropped to only 10% of stocks trading above a two day moving average. i do think that enticed some buyers, not to mention the earnings from some of the mega cap names this week, maybe elevating some interest on the buy side. i think it also didn't eliminate the froth, but ease some o
meta, microsoft, alphabet, green, as well. they report their earnings over the next couple of days, that will be big. tesla reporting tonight it, too, is struggling mightily this year. and the russell 2000, yes, it is up nice again, too. yields have stabilized. and by the way, on that note, coming up, we will ask former fed chair richard clara to when the fed will cut rates, if at all this year. this does take us how to best move in this market. let's ask our chief investment strategist with...