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Jan 27, 2024
01/24
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it's a big tech battle as microsoft microsoft to be the world's most valuable company in the a.i. revolution could be a game changer. later we will take a look at the resilience of big oil in america. we begin as always with three things investors are to be taken about right now, stocks rallied in response to a strong economic data and expectation for march are fading but the market seems unfazed. netflix shares are soaring after a stellar fourth-quarter earnings and a major boost to subscribers, will take a look at the streaming services prospects. finally the boat we backlash mounting, travelers are fearful of flying on 737 max, united, and faa is blocking boeing from increasing production. investors will watch earnings closely next week. on the "barron's roundtable" ben levisohn, elizabeth o'brien and jack hough. the s&p just missed closing at a record high. there was another winning week for the market, why does this rally keep on writing? >> it's the economy stupid. >> he already called somebody stupid, were seconds and. >> i have more. >> is about the economy gdp was fantast
it's a big tech battle as microsoft microsoft to be the world's most valuable company in the a.i. revolution could be a game changer. later we will take a look at the resilience of big oil in america. we begin as always with three things investors are to be taken about right now, stocks rallied in response to a strong economic data and expectation for march are fading but the market seems unfazed. netflix shares are soaring after a stellar fourth-quarter earnings and a major boost to...
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Mar 24, 2024
03/24
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google is still ahead of microsoft in a.i., microsoft has just been really good at consumerrizing the messaging and marketing and package of a.i., making it available to everyone. i think google is trying to wait a little bit longer than microsoft to get things right before they launch, but microsoft jumped the gun and forced google's hand. and the reason google's got that capability is because they've got the cloud capability and all the technology from their deep mine research and if all the other a a.i. capabilities they're been building over the last decade. jon they just need better pr. >> better marketing. better get a market. jack: i want to bring this down to the view viewers' everyday life. can you give us an example of a way in which a.i. is going to change our everyday lives? how does it benefit the viewer? >> yeah. i mean, we've got to look at a.i. in a couple ways. there's some things in terms of taking repetitive tasks, making it a lot easier for folks, right? normally let's say you actually want to order your groceries. an a.i.-enabled refrigerator will know how much mi
google is still ahead of microsoft in a.i., microsoft has just been really good at consumerrizing the messaging and marketing and package of a.i., making it available to everyone. i think google is trying to wait a little bit longer than microsoft to get things right before they launch, but microsoft jumped the gun and forced google's hand. and the reason google's got that capability is because they've got the cloud capability and all the technology from their deep mine research and if all the...
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Feb 17, 2024
02/24
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on the side and microsoft right entered represents 5%, if you own the index and microsoft on the side you're making a big bet on technology, people said technology of s&p 500 is about 30% maybe closer to 40, he was making a pretty concentrated b but, if you're bullish and you love the sector, great if you're not comfortable with a concentration get a total market index, small-cap stocks, spread it around a bit. >> i thought you can say 50% for coin, 50% nvidia. >> he was a sensible young man. >> small-cap you have to worry because super microcomputer i've never heard of until recently up 200% through thursday's close because it is a.i. is connected to nvidia in a weird way that i don't understand but it's the small-cap w worth $56 billion ad accounted for three quarters of small-cap games this year which is wild. you have to be careful even when you look at other parts of the market. jack: i wouldn't tell you about a conversation with an analyst he drew key parables between nvidia and apple the iphone prove bigger than anyone expected it replaced everything itself owns a change the ce
on the side and microsoft right entered represents 5%, if you own the index and microsoft on the side you're making a big bet on technology, people said technology of s&p 500 is about 30% maybe closer to 40, he was making a pretty concentrated b but, if you're bullish and you love the sector, great if you're not comfortable with a concentration get a total market index, small-cap stocks, spread it around a bit. >> i thought you can say 50% for coin, 50% nvidia. >> he was a...
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Apr 20, 2024
04/24
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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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Mar 15, 2024
03/24
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. >> microsoft, walmart. >> of any expressed interest is it too early to. the headline. >> at the graph to come up with three headlines oracle, walmart and microsoft into be the companies that may be inte interested. >> let's put in a call to the ftc, the biden administration has been on a competition and anticompetition, that is good to be tricky to get any of that deal. >> they didn't want microsoft to buy activision why did they let microsoft buy tiktok. >> this would be a bigger deal. >> this a be a bigger deal ladies have a billion-dollar deal. >> you said we might get ahead of ourselves on the speculation. i love speculation and getting ahead of ourselves, where we going wrong. >> i think we still haven't passed the senate, come on. we had a lot of great legislation over the years that died in the house and we have a release to coming to for ration. and a lot of interest in this which is positive and alex pointed out we got bipartisanship, that's impressive it is certainly more so than we seated other legislation that is died in the house and until we
. >> microsoft, walmart. >> of any expressed interest is it too early to. the headline. >> at the graph to come up with three headlines oracle, walmart and microsoft into be the companies that may be inte interested. >> let's put in a call to the ftc, the biden administration has been on a competition and anticompetition, that is good to be tricky to get any of that deal. >> they didn't want microsoft to buy activision why did they let microsoft buy tiktok....
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jack: from microsoft we learned the a.i. is very expensive but it can yield some profits. >> certainly. artificial intelligence did a great job driving demand of the quarter and microsoft results were so good one analyst called them a masterpiece. the market disagreed but it was more sour on the tech sector earlier this week microsoft is a bit of a victim of that. jack: going down the bell curve, alphabet not a big hit with investors. >> alphabet was one of the reasons they were not happy with techie reported the same day as microsoft there were good numbers but mostly people were worried about the miss and the advertising revenue which they thought could have wider repercussions. jack: apple next investors were not excited about it. >> it is my thing. >> there was some good and some bad in apple but what is remarkable is how little the stock moved, earlier this week investors were not as forgiving with reports like that. >> thank you teresa, markets are reacting to the stronger-than-expected jobs report as forecasters are t
jack: from microsoft we learned the a.i. is very expensive but it can yield some profits. >> certainly. artificial intelligence did a great job driving demand of the quarter and microsoft results were so good one analyst called them a masterpiece. the market disagreed but it was more sour on the tech sector earlier this week microsoft is a bit of a victim of that. jack: going down the bell curve, alphabet not a big hit with investors. >> alphabet was one of the reasons they were not...
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in your portfolio, nvidia, microsoft, google among many others. they represent high double digits in a typical portfolio, what i tell them you already have it i don't think it is a bubble and what i don't think you ought to do is look farther afield from the leaders, here is why, when i view artificial intelligence as a super capital-intensive endeavor the company with the most free cash flow to throw at this and take a few years to realize a profit are already the biggest ones i mentioned. >> amazon is adding more and not everyone has $2.5 billion sitting around. >> the other point i would make into the benefit of u.s. investors that the ip market is close to the a.i. frenzy because usually the ipo market in my view sometimes incorporates speculative businesses that have a very long time to maturity and the very high upfront cost market, i think it would be hard for startups to get their foot in the door and become dominant. i think it's been to the benefit of investors that the ipo market has been closed in my partial worry over the coming month
in your portfolio, nvidia, microsoft, google among many others. they represent high double digits in a typical portfolio, what i tell them you already have it i don't think it is a bubble and what i don't think you ought to do is look farther afield from the leaders, here is why, when i view artificial intelligence as a super capital-intensive endeavor the company with the most free cash flow to throw at this and take a few years to realize a profit are already the biggest ones i mentioned....
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Feb 24, 2024
02/24
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>> avoid a microsoft word. >> how could you? what does the biggest deterrent apple could be a peak enthusiasm for microsoft, stocks are big in the last year training pretty richly over 30 times earnings and more than 10 times sales. >> we shall see. thank you very much for those ideas. to read more check out this week's edition@barron's.com. do not forget to follow us on x at barron's online for that's all for us, see you next week on barron's roundtable.
>> avoid a microsoft word. >> how could you? what does the biggest deterrent apple could be a peak enthusiasm for microsoft, stocks are big in the last year training pretty richly over 30 times earnings and more than 10 times sales. >> we shall see. thank you very much for those ideas. to read more check out this week's edition@barron's.com. do not forget to follow us on x at barron's online for that's all for us, see you next week on barron's roundtable.
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Apr 14, 2024
04/24
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>> oh, well, right now working with microsoft they're getting a revenue split of, you know, the millions of people who are using it on a day-to-day basis, and i think they're partnered with the company, microsoft, which has a the best penetration of the enterprise sector in the world. so they definitely picked a good partner because i don't know about you, but i'm using, i'm using gpt all the time to help me write things faster and just become more productive generally. jack: could we get to the process through which you're giving investors access? something called ark venture, and it's a different structure than the mutual fund or the etf or even the closed-in fund a lot of people are used to. can you explain? >> sure. this is an interval fund, and it's owned both public and private companies. you are our aim is 80% private, 20% public. and we can have daily inflows but quarterly redemptions up to 5% of nav. now, you made a very important point out the the outset. we have been looking for a way to democratize venture capital. how many of our clients say i don't make enough money or i do
>> oh, well, right now working with microsoft they're getting a revenue split of, you know, the millions of people who are using it on a day-to-day basis, and i think they're partnered with the company, microsoft, which has a the best penetration of the enterprise sector in the world. so they definitely picked a good partner because i don't know about you, but i'm using, i'm using gpt all the time to help me write things faster and just become more productive generally. jack: could we get...
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Mar 31, 2024
03/24
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nvidia, meta- microsoft for down quite a bit this weekend things like utilities, small caps and banks went higher. >> you say stuff that skunk is working, tell me about thing we should be thinking about buying right now. >> i think about minors, particularly one andrew gary picked her couple weeks ago, and makes copper along with other things but right now nvidia has said they will use more copper and we note energy a huge thing for ai and that's requiring copper so they haven't done very well but prices go up because of demand, they will do well. >> try to continue enthusiasm, the estimate for third-quarter growth is 3%. full year is 11%, is that realistic? >> it's a little risky, they have to go through with a celebration the latter half of the year end the one thing that makes it possible is a lot of companies haven't had much earnings growth and it they add to what the big tech companies have been doing, you can hit those numbers. >> i'm looking at payrolls expecting 180,000 new jobs at in march. if it comes around that number, it should be good for that. >> the bridge collapsed i
nvidia, meta- microsoft for down quite a bit this weekend things like utilities, small caps and banks went higher. >> you say stuff that skunk is working, tell me about thing we should be thinking about buying right now. >> i think about minors, particularly one andrew gary picked her couple weeks ago, and makes copper along with other things but right now nvidia has said they will use more copper and we note energy a huge thing for ai and that's requiring copper so they haven't...
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May 11, 2024
05/24
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computing power, microsoft is going to issue a minimum recommendation for a.i. computing power later this mon month. apple the summer is expected to introduce an a.i. app store and that could lead to an iphone super cycle later this year in the fall. jack: should you buy a laptop now or wait until we have more powerful ones. >> that the early adopter spend the money and get this going so we see use cases for a.i. when he can do more stuff and go one by another machine take the 10-year-old machine and use it for two more years. jack: elizabeth i won't ask you for trial under 38 trillions per second, social security they came out with a release slightly less bad than we thought. >> exactly the good news if you can call it that the trust fund running out at the same rate as projected last year which is 2033 the retirement trust fund predicted to run dry if congress doesn't act in the worst case scenario that doesn't mean social security is going broke payroll will be sufficient to cover 79% of scheduled benefits, of course nobody wanted 21% benefit cut. >> medicare
computing power, microsoft is going to issue a minimum recommendation for a.i. computing power later this mon month. apple the summer is expected to introduce an a.i. app store and that could lead to an iphone super cycle later this year in the fall. jack: should you buy a laptop now or wait until we have more powerful ones. >> that the early adopter spend the money and get this going so we see use cases for a.i. when he can do more stuff and go one by another machine take the 10-year-old...
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. >> it was a tough start apple is in danger of losing the most valuable company of microsoft and the problem seems to be the lack of growth and innovation seem to be catching up with the apple that we highlighted in the barron's cover story barclays analyst downgraded the stock this past week and the potential weakness in iphone sales this year end the stock frankly being down this past week is not cheap trading nearly 30 times the current year earnings estimate and earnings may grow about 7% this year on about 3% growth in revenue. that is not all that great. jack: that the pd for the stock only growing 7%. >> the bull case it is a phenomenal ecosystem about a billion users and warren buffett and brookshire hathaway is the biggest holder and if you gave most apple iphone users a $10000 to give up their phones for the life they would not do it. jack: i hate to say that is probably true. let's talk about tesla they gave up its crown as a leading electric car maker in the world to be yd. >> a big week for losing the crown. in the case of tesla losing the crown as top seller now be why
. >> it was a tough start apple is in danger of losing the most valuable company of microsoft and the problem seems to be the lack of growth and innovation seem to be catching up with the apple that we highlighted in the barron's cover story barclays analyst downgraded the stock this past week and the potential weakness in iphone sales this year end the stock frankly being down this past week is not cheap trading nearly 30 times the current year earnings estimate and earnings may grow...