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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 30, 2024
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to your point, google and microsoft did hit it out of the park. they delivered from an earnings perspective. as we look at, you know, what are we looking forward amazon report? kate alluded to it earlier. advertising is a $50 billion business. the addition of ads which was announced on january 29th was expected to be an $800 million business in 20 24. we will look at that, obviously, all the talk about aws and the acceleration there, he saw around 13 to 14% last quarter. at the lussier on 15 to 16% this quarter in growth. so, i like the trend where we are going. i think amazon is a beacon for the read on the consumer. i think, you know, they deal with all of them. low-end, middle end, and the higher and consumer. as we've seen reports from visa and axp and the like, you know, we are hearing good things. so, i think this will be a good print to see where is the consumer and how are they doing and how is spending behavior? >> back to you, mark, aws is, obviously, the key here. the growth estimate there is 13%. let's be honest, they post 13, the stoc
to your point, google and microsoft did hit it out of the park. they delivered from an earnings perspective. as we look at, you know, what are we looking forward amazon report? kate alluded to it earlier. advertising is a $50 billion business. the addition of ads which was announced on january 29th was expected to be an $800 million business in 20 24. we will look at that, obviously, all the talk about aws and the acceleration there, he saw around 13 to 14% last quarter. at the lussier on 15 to...
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Apr 18, 2024
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look at the performance between alphabet and microsoft, most people probably with ink that microsoft has the better position over the last 12 months. but no, google is up 50%, microsoft is up 40 >> the price action has been very impressive to google. the arms race for a.i. continues. it's nice to see some of the partnership deals that google has put in place, they have done a deal with apple. now they are looking to do a deal with mehta. i think this is exciting for their business, the u2 business, the search business. the other big part for me, they've been improving operational margin significantly, you are starting to see google cloud has recently become profitable, that's not a story we talk a lot about, but i think there is upside there as well. >> joe, you get the last word. >> the s&p is in retreat, going back to the february gap. we got down to 5000 today. i'm going to put on the hat of someone who is short in the market. what else are you waiting for? wait until it gets to 4984, profit margin extensions here, earnings have been strong, the prevailing bull trend is still in p
look at the performance between alphabet and microsoft, most people probably with ink that microsoft has the better position over the last 12 months. but no, google is up 50%, microsoft is up 40 >> the price action has been very impressive to google. the arms race for a.i. continues. it's nice to see some of the partnership deals that google has put in place, they have done a deal with apple. now they are looking to do a deal with mehta. i think this is exciting for their business, the u2...
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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 1, 2024
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the nasdaq's been trying to make a move all day as microsoft, meta, and alphabet rise. elsewhere, really only energy doing anything as last month's best trade looks for more momentum in the quarter ahead. it does take us to our talk of the tape, whether a historically good month will play out that way for investors. let's ask adam parker, the founder and ceo of trivariate research. with me once again at post nine. >> good to be here. >> new quarter, same story for the rally? what do you think? >> we looked back -- our data goes back to 1928 in our database, and there's been 12 times previously where we had double-digit returns for the s&p in two straight quarters. we were up 11 in q4 and 10 in q1. i said, what happened in the quarter after that? if you look back, the average is it worked another 4% on average and only one time were you down double digits, q3, 1975. so, the data is not a massively statistically significant sample size. >> it's not an exact science or anything, but the trend is your friend. >> 9 out of 12 times, it was up. only one time it was bad out of
the nasdaq's been trying to make a move all day as microsoft, meta, and alphabet rise. elsewhere, really only energy doing anything as last month's best trade looks for more momentum in the quarter ahead. it does take us to our talk of the tape, whether a historically good month will play out that way for investors. let's ask adam parker, the founder and ceo of trivariate research. with me once again at post nine. >> good to be here. >> new quarter, same story for the rally? what do...
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Apr 8, 2024
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in the same way that microsoft has used co-pilot as a name for its family of ai generative ai tools. google's going to have to do the same thing with gemini, and it has an advantage here because a lot of google applications are cloud native, right? like work space. so it can get a leg up once again, but it's going to have to do it in a way that is convincing, that is clear, that shows off sort of their pioneering in this space, right? i keep coming back to that, scott. google was here before anyone else. yet somehow over the last 12 to 18 months, their position has been in question. >> it has. it's so interesting because it's not as though d, and you know this, of course, it's not as though the stock has so dramatically underperforming let's say microsoft, for example, even though the narrative would have you believe that this company's ai ambitions have been all but left for dead. >> yeah, and part of that is when you come out with sort of a new product, a new chat bot like a gemini. chatgpt had these issues as well. there's going to be issues because users are going to go on and tr
in the same way that microsoft has used co-pilot as a name for its family of ai generative ai tools. google's going to have to do the same thing with gemini, and it has an advantage here because a lot of google applications are cloud native, right? like work space. so it can get a leg up once again, but it's going to have to do it in a way that is convincing, that is clear, that shows off sort of their pioneering in this space, right? i keep coming back to that, scott. google was here before...
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Apr 12, 2024
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meantime all of its big tech peers, microsoft, amazon, alphabet, and meta, down today. this is the opposite of what we've seen so far this year with apple significantly under performing its peers and the s&p 500. one thing helping apple shares, that bloomberg report yesterday saying apple plans to debut new processers and macs at the end of the year to enable ai features. that seems to be one of the catalysts. goldman sachs analysts out with their apple earnings preview cutting their price target a few bucks from 232 to $226. they see potential for a june quarter revenue guidance to miss expectations amid weak iphone demand especially in china. still a mystery what apple's ai play will be. the chip news gave hints. not going to find out until june 10th when we're expecting apple to reveal its ai plans at its annual developers conference. that's going to be the next to watch for. >> appreciate that given a look of what's happened with apple. brin, you're long the stock. >> yeah. looks like technically the stock doesn't look good. it's below the 50, below the 100 and belo
meantime all of its big tech peers, microsoft, amazon, alphabet, and meta, down today. this is the opposite of what we've seen so far this year with apple significantly under performing its peers and the s&p 500. one thing helping apple shares, that bloomberg report yesterday saying apple plans to debut new processers and macs at the end of the year to enable ai features. that seems to be one of the catalysts. goldman sachs analysts out with their apple earnings preview cutting their price...
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Apr 29, 2024
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and meta, the first two, alphabet and microsoft really delivered i think they have given a very clear articulation of how they're looking at the opportunity in a.i. to drive revenues at the same time really have articulated a little more clarity around how the return on investments from the investing they're making to support a.i. will play out. even though meta did deliver great returns, the lack of clarity around how their investments will drive additional revenue, i think needs to be further understood when you look at meta, they announced an additional $5 billion or so whether they announced the virtual reality, right? so you think this metaverse investment that meta did that didn't quite play out, investors are looking at a.i., wanting more clarity how those investments will drive growth. >> was alphabet the standout the fact that the stock is up 10% over the past month and continues to trade at what some would suggest is a much more reasonable valuation, with not nearly as much of a premium as a come the other names you could point out. >> first of all, it doesn't help when a di
and meta, the first two, alphabet and microsoft really delivered i think they have given a very clear articulation of how they're looking at the opportunity in a.i. to drive revenues at the same time really have articulated a little more clarity around how the return on investments from the investing they're making to support a.i. will play out. even though meta did deliver great returns, the lack of clarity around how their investments will drive additional revenue, i think needs to be further...
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Apr 9, 2024
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they are gaining on amazon and microsoft, but it is a different world for google. you can have lower margins but also new opportunities. >> you think they were written off too early? >> we've talked about it in the past. with google you have to wait. it is a big company, completely competent from a technical standpoint. the culture was moving slow. i was like, give it time to see if they can right the ship. i'm not 100% confident they are going to. there are still cultural issues within the company, but people who said it was over for google that was way oo early. even thinking about search, being has not cut into google's lead. we are more than a year after the introduction of chat gpt. >> let us switch to amazon trying to close at a new high today. it may not get there at this moment. how would you assess the job that the ceo has done, the hand that he was dealt, and that time it has taken him to turn the ship around. i mean, is that too much to say that they have turned the ship around at this point? can he declare victory at this point? >> i think they've turne
they are gaining on amazon and microsoft, but it is a different world for google. you can have lower margins but also new opportunities. >> you think they were written off too early? >> we've talked about it in the past. with google you have to wait. it is a big company, completely competent from a technical standpoint. the culture was moving slow. i was like, give it time to see if they can right the ship. i'm not 100% confident they are going to. there are still cultural issues...
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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...
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Apr 16, 2024
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med and microsoft are all staying green. we watch some of those chip names, better than 2% there. some big names working on some big-time losing streaks. how about boeing? down for 11 straight days trying to break that streak. six in a row. for berkshire hathaway, you don't hear that too often. home depot and ibm have been off for the past five straight. trying to end some streaks or continue them over he final stretch. the road ahead for stocks, some bigger potholes are now lurking. let's ask adam parker the founder and ceo. good to see you. so man, you've been bullish laying out your case for higher margins, higher stocks. are you rethinking that now? >> no. not really. i think when you are in this band, good news is good and bad news is bad. if it gets too hot, and i could see us getting back to that too good or too hot and suspend cutting and maybe even hike. you've got a lot of that the last couple of hours but it's not the conclusion-- the conclusion isn't in. i think it's mixed with housing data was light, retail was strong, it's like the weather. 80 and then it's going to
med and microsoft are all staying green. we watch some of those chip names, better than 2% there. some big names working on some big-time losing streaks. how about boeing? down for 11 straight days trying to break that streak. six in a row. for berkshire hathaway, you don't hear that too often. home depot and ibm have been off for the past five straight. trying to end some streaks or continue them over he final stretch. the road ahead for stocks, some bigger potholes are now lurking. let's ask...
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Apr 2, 2024
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one of the highest prices along with microsoft. >> some of the air coming out of the tech trade a little bit. as bob was saying earlier, it's such a strong first quarter that this might actually be a sign of the healthy market. >> speaking of, bitcoin coming down significantly over the last couple of days. we've got a big guest in the lineup tomorrow on power lines. thanks for watching. >> welcome to closing bell. i'm scott walker live from the new york stock exchange. rising anxieties over the rally is the jump in interest rates is sending stocks falling today. we will ask experts over the final stretch whether the markets are likely to continue to go down from here and where they are likely to go. in the eantime, your scorecard with 60 minutes to go and regulations look like this. under pressure most of the session today. we are off the worst levels. the 10 year yield in its highest level since last fall which has made the markets a little uneasy. the russell 2000, the biggest loser today. besides the moving rates, oil and gold is higher. the dollar is higher. united health, not higher
one of the highest prices along with microsoft. >> some of the air coming out of the tech trade a little bit. as bob was saying earlier, it's such a strong first quarter that this might actually be a sign of the healthy market. >> speaking of, bitcoin coming down significantly over the last couple of days. we've got a big guest in the lineup tomorrow on power lines. thanks for watching. >> welcome to closing bell. i'm scott walker live from the new york stock exchange. rising...
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Apr 11, 2024
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microsoft is up 1.5%, or amazon trying to hit the new record high as we suggested today. or alphabet, which is up 2%. and then there is apple, which is one of the best performers on the day today as well. >> it is not a today event by the way. this started yesterday, right out of the gates when the yields rallied. >> we are keeping an eye on shares because they are trading near the highs of the session today. on reports the company is gearing up for its first big ai product push. steve kovach following that story for us, and he joins us now. steve? >> reporter: hey there, scott. yes, this is based on a bloomberg report earlier this afternoon saying apple is getting ready to put out its new crop of mac chips. we're currently on the m3 line of chips. these will be the m4 and start launching reportedly at the end of this year probably for the holiday buying cycle. and then into next year, most importantly, this report says apple is going to be marketing these or pitching these as ai chips for ai capabilities. i will also note though the m3 chip, the current chip that came ou
microsoft is up 1.5%, or amazon trying to hit the new record high as we suggested today. or alphabet, which is up 2%. and then there is apple, which is one of the best performers on the day today as well. >> it is not a today event by the way. this started yesterday, right out of the gates when the yields rallied. >> we are keeping an eye on shares because they are trading near the highs of the session today. on reports the company is gearing up for its first big ai product push....
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Apr 5, 2024
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. >> you were bullish large cap tech, like nvidia, amazon, microsoft. so, those stocks in your -- since your call in october have come a long way. >> yeah. like 70% for nvidia or more, i think. >> do you still like them or have they come too far too fast? >> the good thing about nvidia and some of them is their earnings and revenue growth is almost keeping up pace with the stocks, so they haven't gotten extreme in valuation yet. but it's the op or tune time to think which are the next beneficiaries for a.i. and a strong economy. >> what stands out to you? if a lot of money has been made, the easy money has been made in these names for the time being, where can i make the easy money now? >> well, there's never any easy money. i think actually a.i. is powerful enough that it's going to drive investment and, therefore, growth across multiple sectors. but i'll give an example. in traditional media, tv, movies, there's a large percentage of cost in the production and post production. we see netflix, for example, as an interesting a.i. beneficiary that people
. >> you were bullish large cap tech, like nvidia, amazon, microsoft. so, those stocks in your -- since your call in october have come a long way. >> yeah. like 70% for nvidia or more, i think. >> do you still like them or have they come too far too fast? >> the good thing about nvidia and some of them is their earnings and revenue growth is almost keeping up pace with the stocks, so they haven't gotten extreme in valuation yet. but it's the op or tune time to think...
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Apr 15, 2024
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>> i'm spending a little bit more time thinking about some of the other big tech players like microsoft, to see how integrating ai is going to deliver for products like 365. i'm interested in alphabet. i think alphabet needs to show what's going to happen with gemini, how that's going to lead to integration across some of the other product lines and the potential drivers for revenue on the advertising business. i think for amazon, we're very interested in diving deeper into the partnership with anthropic, which is a plexo capital portfolio company seeing if those synergies can work to add additional revenue to the bottom line and bottom line for amazon, and then finally, meta. you know meta is making a big investment into ai. when you look at that unit, that houses both the meta verse and ai, who knows, they don't break out the numbers, but we suspect over $3 billion will be invested this year across both. meta changed their name to meta to represent the metaverse with this big investment in ai and maybe they'll change their name to arty. >> what a sign of the times. lo toney goes throu
>> i'm spending a little bit more time thinking about some of the other big tech players like microsoft, to see how integrating ai is going to deliver for products like 365. i'm interested in alphabet. i think alphabet needs to show what's going to happen with gemini, how that's going to lead to integration across some of the other product lines and the potential drivers for revenue on the advertising business. i think for amazon, we're very interested in diving deeper into the...