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Apr 30, 2024
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amazon's doing well. if they can confirm the numbers tonight, will they announce if their first ever dividend? stuart: we shall see. only time will tell. tesla, don't tell me, or they're going to lay off more workers. stuart: the stock was up 15% yesterday, down 2% today. they have already laid off two key high-level executives, the one who headed up the superchargerrations and the other who headed up the new vehicles division. reportedly, their entire team's 500 plus people will be let go too. stuart: ouch. that a hurts, doesn't it? lauren: well or, elon musk has to downsize the company, and he's got to get a cheaper car to the market faster. stuart: not easy, i'd say. what's the warning that macy's is delivering to their corporate employees? is it layoffs? lauren: it could be. bloomberg is reporting that they told their hybrid workers, these are people that work, are supposed to come into the office, you can be home but only three days a week. you need to come to the new york city headquarters two days
amazon's doing well. if they can confirm the numbers tonight, will they announce if their first ever dividend? stuart: we shall see. only time will tell. tesla, don't tell me, or they're going to lay off more workers. stuart: the stock was up 15% yesterday, down 2% today. they have already laid off two key high-level executives, the one who headed up the superchargerrations and the other who headed up the new vehicles division. reportedly, their entire team's 500 plus people will be let go too....
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now let's turn to amazon. they are nearing an all-time high, and you have consistently said amazon is the stock to watch, and it's going to go higher still. have you got a new the price target? >> no, i'm sticking with it. i'm at $220. amazon is my favorite stock here. so i just, you know, said i'm looking for stocks where i still think there's a lot of upside. i try to find dislocated high quality stock, there are very few of those today in tech. we've had a big rally over the past 18 months, so you should be more cautious, more moderate with your stock selection now. but i still like amazon here. i think we're going to have this accelerating growth in cloud computing, what hay call aws, amazon web services. i think you're going to have record operating margins for their retail business and record free cash flow margins for the company as a whole. having tracked amazon for that years, often times you get a rerating, the multiple goes higher. you take the stock at a 25 times free cash flow, you could get $100
now let's turn to amazon. they are nearing an all-time high, and you have consistently said amazon is the stock to watch, and it's going to go higher still. have you got a new the price target? >> no, i'm sticking with it. i'm at $220. amazon is my favorite stock here. so i just, you know, said i'm looking for stocks where i still think there's a lot of upside. i try to find dislocated high quality stock, there are very few of those today in tech. we've had a big rally over the past 18...
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Apr 12, 2024
04/24
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now he's on the board at amazon. this reflects a shift in amazon from entertainment to artificial intelligence. there was actually the former head of mtv is no longer going to be on the amazon board. the letter that the ceo, andy jassy, wrote to shareholders yesterday, he said gena.i. will be the fourth pillar at amazon, e-commerce, marketplace, prime and the cloud, then gen-a. a.i., and i bet that kind of seeps into the other three and goes towards the top. stuart: mark mahaney's predicting another record high for amazon. lauren: they've can cut their costs. they're able to deliver same-day delivery and do it at less of a cost than they did. stuart: did you see ashley yesterday at the amazon warehouse? rawrp lauren aa maigz. that that's a.i.. stuart: you got it. ford has announced a price cut to the f-150 lightning? lauren: i can't keep track anymore. [laughter] so the f-150l is going to be between $2,000-5,500 cheaper, and they're also resuming shipments on the truck after they had to fix some quality control issue
now he's on the board at amazon. this reflects a shift in amazon from entertainment to artificial intelligence. there was actually the former head of mtv is no longer going to be on the amazon board. the letter that the ceo, andy jassy, wrote to shareholders yesterday, he said gena.i. will be the fourth pillar at amazon, e-commerce, marketplace, prime and the cloud, then gen-a. a.i., and i bet that kind of seeps into the other three and goes towards the top. stuart: mark mahaney's predicting...
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Apr 11, 2024
04/24
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how does amazon get a bigger piece of this a.i. pie. their cloud, their money maker, amazon web services, provides access to a.i. technology for lots of companies. they also make in-house a.i. chips that are used to train the 56789i. models -- a.i. models. they also added an expert to their board of directors. he has major experience at google and baidu previously. when i think of amazon, i think of e-commerce. all the boxes on your step the every day. and andy jassy said for the first time in five years, amazon has reduced the cost to fill all of those orders that we get delivered. and that's amazing to me because you can get them, like, two hours after you purchased them. stuart: and a.i. helps them? lauren: i'm sure it's being used along the line, yeah. stuart: one of my favorite companies is costco. i know we had their sales numbers earlier. i take the it they did well. lauren: march was amazing. sales up 9.5%. $23.5 billion. easter helped, easter was march 31st this year. online sale, booming. costco.com up 28% in march, so now cos
how does amazon get a bigger piece of this a.i. pie. their cloud, their money maker, amazon web services, provides access to a.i. technology for lots of companies. they also make in-house a.i. chips that are used to train the 56789i. models -- a.i. models. they also added an expert to their board of directors. he has major experience at google and baidu previously. when i think of amazon, i think of e-commerce. all the boxes on your step the every day. and andy jassy said for the first time in...
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Apr 30, 2024
04/24
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alphabet, amazon if my beloved microsoft has dropped below $400 a share. how about the 10-year -- 10-year treasury? yield 's going up. we're at 4.66 on the 10-year and above 5% on the 2-year. not good for stocks. now this. overnight students and activists broke in and occupied a building at the columbia campus in new york city. the authorities have lost control. they would not have lost control if any group other than jews had been targeted. if white supremacists had targeted black students, the police and/or the national guard would have been called in immediately. there would be no negotiation over white supremacy demands and no suspensions either. expulsion and/or prison time would be the order of the day. same if gays, women, muslims, trans if or any other minority if had been attacked, insulted and driven off campus. the authorities would have dealt with the situation immediately. it would not have been allowed to first. but at columbia and other universities, it's jews that are attacked and the authorities negotiate. this is shameful. when asked what
alphabet, amazon if my beloved microsoft has dropped below $400 a share. how about the 10-year -- 10-year treasury? yield 's going up. we're at 4.66 on the 10-year and above 5% on the 2-year. not good for stocks. now this. overnight students and activists broke in and occupied a building at the columbia campus in new york city. the authorities have lost control. they would not have lost control if any group other than jews had been targeted. if white supremacists had targeted black students,...
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Apr 12, 2024
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can you show me amazon, please. they've just ordered -- they've been ordered to pay millions to a tech firm in chicago a lot of money. what's the problem? lauren: 525 million and federal jury said amazon web services guilty of patent infringement and award that had $525 million in damages to a company in chicago called cove io. cove claims they came up with three patents and very helpful and successful for cloud storage that amazon infringed and paved the way for aws to become what's believed to be amazon's largest profit center. the jury acknowledged aw s and coming with the dow. stuart: six winners and 24 l osers and dow down 300 points. it's friday, don't go anywhere. friday feedback is next. ♪ ♪ stuart: producers are being generous and playing the b eetles. that's fire -- beatles and and that's fire island. ashley, lauren, get started with the friday feedback. two messages alaska the noncompetitive scrabble, which we've described the other day. first from dean. hey, stu, new scrabble? when kan, with a k, i g
can you show me amazon, please. they've just ordered -- they've been ordered to pay millions to a tech firm in chicago a lot of money. what's the problem? lauren: 525 million and federal jury said amazon web services guilty of patent infringement and award that had $525 million in damages to a company in chicago called cove io. cove claims they came up with three patents and very helpful and successful for cloud storage that amazon infringed and paved the way for aws to become what's believed...
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stuart: do you like amazon? >> ohing yeah it's core ingenuity, effectively the fangs, plus pal lowal alto software, sales forest.com, you've got to have that core group. stuart: show me apple, please. i believe it's just broken above 1700. yeah, just broke -- 170. they're looking to some new projects. like what? if. lauren: perm robots. that's according to -- personal robots. so, basically, a robot would follow you around your home. stuart: i don't see that. [laughter] it's like the goggles, sorry. >> i know. lauren: having a personal mailed, a butler. look, i have children, i would love someone to follow them around the house to clean up after them, but that's the point of an allowance or chores? [laughter] how are we going to raise kids -- stuart: will it fold the laundry? if. lauren: i think eventually, yes. will it put it away, i know. >> yeah. will it bathe the kids and put them to bed -- [laughter] lauren: what do we do? nothing but just relax all a day? i have no idea. the report also says it would be an
stuart: do you like amazon? >> ohing yeah it's core ingenuity, effectively the fangs, plus pal lowal alto software, sales forest.com, you've got to have that core group. stuart: show me apple, please. i believe it's just broken above 1700. yeah, just broke -- 170. they're looking to some new projects. like what? if. lauren: perm robots. that's according to -- personal robots. so, basically, a robot would follow you around your home. stuart: i don't see that. [laughter] it's like the...
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Apr 29, 2024
04/24
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which is a leader in the space, amazon web servicing they have been doing this for a long time. i would expect a blowout number into pivot to facebook or meta the stock is selling off because of the investments they're making an artificial intelligence. artificial intelligence at its core is data monetization which is what facebook is and after the absolute total train wreck of the utopia that facebook tried to build with the metaverse, the street is skeptical of the investment, that was in a court business that was a business and venture were artificial intelligence is taking what they do and taken into another level previously thought unimaginable. when you hear about the large investments that leads me to believe will get another astronomical number from nvidia in a few weeks when they report. ashley: i'm glad you said nvidia that's our next story. michael lee great information thank you for joining us. come back in here as i mentioned let's begin with nvidia. ashley: up 4%, down sharply now down $6 we heard from meta, microsoft, amazon likely this week will confirm the major
which is a leader in the space, amazon web servicing they have been doing this for a long time. i would expect a blowout number into pivot to facebook or meta the stock is selling off because of the investments they're making an artificial intelligence. artificial intelligence at its core is data monetization which is what facebook is and after the absolute total train wreck of the utopia that facebook tried to build with the metaverse, the street is skeptical of the investment, that was in a...
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Apr 18, 2024
04/24
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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...
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Apr 23, 2024
04/24
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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 29, 2024
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tech big earnings week, amazon, apple, amd, any particular your keeping an eye on? >> for me and get a watch all three very carefully but very different reasons amd is good to be about a.i. chip demand we know for microsoft we're going to have trouble keeping up with it. the numbers are going to be staggering so guidance will be great. ashley: interesting what about amazon is a behemoth. >> this is one of the stocks that i look at and every time i think i like it i don't is about efficiency and gain i don't like that many consumers are having trouble with them their delivering and doing that into me it's about the data, the cloud, that's the real mojo. ashley: interesting, we have the said tuesday, wednesday no one is expecting them to do anything but as always we have to hear with the fed has to say in the press conference wednesday afternoon. do we see any rate cut this year. >> as you know i've been harshly critical of the fed. i don't think we'll see anything remotely intelligent from the fed the market are taking care of the fed's job for them. ashley: you alwa
tech big earnings week, amazon, apple, amd, any particular your keeping an eye on? >> for me and get a watch all three very carefully but very different reasons amd is good to be about a.i. chip demand we know for microsoft we're going to have trouble keeping up with it. the numbers are going to be staggering so guidance will be great. ashley: interesting what about amazon is a behemoth. >> this is one of the stocks that i look at and every time i think i like it i don't is about...
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Apr 16, 2024
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amazon, apple, meta, alphabet down. now, we did get the bank earning, more bank earning, before the bell. lauren's got the list. start with morgan stanley? if. lauren: 3.8 gain. their investment banking rev knew if recovered, up 16%. in the quarter that boosted profits overall a, america more i finishes os coming to market. that's really good business for banks like morgan. also their more stable wealth management business booming, $7 trillion of client assets across their investment management. stuart: that's a lot of money. lauren: my if mouth waters. stuart: bofa, bank of america. lauren: the stock was gyrating in the premarket, now it's down decisively 1%. like morgan and goldman, revenue in their investment banking and wealth management divisions did rise. but now the stock, despite icively -- decisively lower. stuart: i want to take a look at live nation, it's way down this morning, down nearly 9%. the justice department's suing them. lauren: yeah. "the wall street journal"'s reporting that they prepared to sue th
amazon, apple, meta, alphabet down. now, we did get the bank earning, more bank earning, before the bell. lauren's got the list. start with morgan stanley? if. lauren: 3.8 gain. their investment banking rev knew if recovered, up 16%. in the quarter that boosted profits overall a, america more i finishes os coming to market. that's really good business for banks like morgan. also their more stable wealth management business booming, $7 trillion of client assets across their investment...
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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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stuart: amazon close to or at an all-time high. lauren: their prime video is extending their rights deal with wnba. it will exclusively scream all 24 games. stuart: a story that intrigues me, $0.99 stores, they are shutting often down. lauren: 371, they are closing in four state and the reason, what is the margin? the store ceo says the last several years presented significant retail environment including unprecedented pandemic, rising levels of inflationary pressures for headwinds. this chain is 42 years old, reflective of the larger forces out there. the margin this -- stuart: are they all gone? the whole lot out of business? lauren: across four states, 307 one stores, dollar tree's closing 600 family dollars this year and several hundred in the next several years. stuart: all right, thanks. now this. antony blinken says israel risks becoming and distant washable from hamas terrorist as a democrat senator tries to block israel from getting fighter jets. will details of that coming up. president biden told benjamin netanyahu the u
stuart: amazon close to or at an all-time high. lauren: their prime video is extending their rights deal with wnba. it will exclusively scream all 24 games. stuart: a story that intrigues me, $0.99 stores, they are shutting often down. lauren: 371, they are closing in four state and the reason, what is the margin? the store ceo says the last several years presented significant retail environment including unprecedented pandemic, rising levels of inflationary pressures for headwinds. this chain...
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we have alphabet, meta, microsoft up, amazon, apple down. look at apple dropping below 170 right there. yield on 10 year treasury is rising and rising more and 11 basis points is quite a bit jump for that interest rate, 4.32%. now this, perhaps they thought we wouldn't notice. the biden team released new rules on electric trucks. there's a new mandate and the wall street journal breaks it down for us. here we go. by 2032, 60% of urban delivery vehicles and 25% of long haul trucks must be electric. now, that's going to be a big lift, isn't it? 1.4 million new chargers will be needed and 15,000 a month have to be inscalled for the next 8 years. installed for the next eight years. a big rig uses seven times and does anyone believe we have new juice to go around? it'll cost more than a trillion for trucking companies. we're looking at disruption of the entire trucking industry. that's dangerous. don't mess with a established distribution system every singing one of us relies on every single day. ev truck mandate would "avoid, that's their word,
we have alphabet, meta, microsoft up, amazon, apple down. look at apple dropping below 170 right there. yield on 10 year treasury is rising and rising more and 11 basis points is quite a bit jump for that interest rate, 4.32%. now this, perhaps they thought we wouldn't notice. the biden team released new rules on electric trucks. there's a new mandate and the wall street journal breaks it down for us. here we go. by 2032, 60% of urban delivery vehicles and 25% of long haul trucks must be...
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amazon, 1180. microsoft, 419 -- 180. intel, show me, please. they're down big this morning, down another 5.6. they reported a huge loss this in their chip manufacturing business with. what tease -- what's that the all about? lauren: this is the foundries unit, and it's the first time that they've publicly broken out the financials. it's the heart of the turn-around for intel, and the numbers were not good. a $7 billion operating loss on sales of $18.9 billion with the bottom line being it's losing more and bringing in less than intel had forecast. however, stock's down -- it's actually taking a hit, so this isn't helping. the she owe, get singer, says this is the year -- gelsinger, this is our turn-around a year. iewr stoort they're desperate to catch up with the asian chipmakers who are way out in front of them. let's have a look at tesla again, we've been discussing it all morning. they're at 165 this morning. lauren: i have a few things to add a here. there's a report in the financial times that tesla is sending a team to india this month. t
amazon, 1180. microsoft, 419 -- 180. intel, show me, please. they're down big this morning, down another 5.6. they reported a huge loss this in their chip manufacturing business with. what tease -- what's that the all about? lauren: this is the foundries unit, and it's the first time that they've publicly broken out the financials. it's the heart of the turn-around for intel, and the numbers were not good. a $7 billion operating loss on sales of $18.9 billion with the bottom line being it's...
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Apr 25, 2024
04/24
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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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lauren: and design for microsoft and amazon, just saying. stuart: thank you, lauren. backing up his stock pick. very good, very good. star bubs is next. what's on that? >> just coffee in this country is bigger than ever and management here is quite woke and happy to announce they are and the stock is down 10% year-to-date, down almost 20% in the past year, but i think here in the mid 80s, it's starting to get oversold and now starbucks company as a whole under $100 billion market cap. here maybe it's oversold and looking for a bounce. stuart: invest in any coffee company or in the past? >> we have in the past but not currently. stuart: did you do well? >> we did okay. but i think the market as a whole is huge in the country and getting bigger. stuart: got t thank you, mike. governor of wisconsin verne toed a bill that would have let more teenagers go to work. lauren: nothing's wrong but he doesn't want employers exploiting kids and allowing 14 and 15 year-olds to work without parent consent or state permit. that permit costs $10 and red tape and republicans want to el
lauren: and design for microsoft and amazon, just saying. stuart: thank you, lauren. backing up his stock pick. very good, very good. star bubs is next. what's on that? >> just coffee in this country is bigger than ever and management here is quite woke and happy to announce they are and the stock is down 10% year-to-date, down almost 20% in the past year, but i think here in the mid 80s, it's starting to get oversold and now starbucks company as a whole under $100 billion market cap....
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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 10, 2024
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it's now up a -- meta turned around too and up above, amazon, alphabet, apple and microsoft all down. the primary reason why stocks are down so much. apart from inflation report ticking up. you've got sharply higher treasury yields. look at that. yield on 10-year treasury, 4.5%. 4.5%. that means mortgages in the future are going up. probably well above 7%. the centerpiece of biden's campaign is trump hatred and the president himself oozes content for predecessor, hatred permeates the democrat party and the media, their hatred knows no bonds and it's distorted their news coverage. listen to this from all places, an editor at endlessly liberal npr. >> trump's election and every news room and media news room and shocked, disturbed, distraught really troubled and after awhile we started covering trump in a way that like a lot of legacy news organizations that we were trying to damage his presidency and trying anything we could to harm him stuart: did you hear that? they tried to damage his presidency. that's copping from a taxpayer supporter news outlet. the media is still at it and biden
it's now up a -- meta turned around too and up above, amazon, alphabet, apple and microsoft all down. the primary reason why stocks are down so much. apart from inflation report ticking up. you've got sharply higher treasury yields. look at that. yield on 10-year treasury, 4.5%. 4.5%. that means mortgages in the future are going up. probably well above 7%. the centerpiece of biden's campaign is trump hatred and the president himself oozes content for predecessor, hatred permeates the democrat...
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they're all up except meta and app and will apple down 169 and amazon and alphabet on the upside. 10 year treasury and yield is creeping up today, 4.43%. lot of investors don't like that but the yield is up 443. now this, victor davis hanson is a leading conservative, intellectual and articulate and doesn't like the way america is going. in fact, he goes so far as to say this country is being destroyed and that's his word and essay is titled and if you want to destroy the u.s. then dot dot dot dot dot. here's what to do. first he says, you would surrender our energy independence. that's what biden did on day one. cut back oil, make war on coal and nuclear, restrict drilling and pipelines. we had energy independence, biden destructively threw it away. second. print trillions of dollars, bring on inflation, impoverished working people and blame the rich and get away with it. third, hanson says end america's physical boundaries. that's the open border. bring in 3 million illegals a year, no border, no country. four, destroy the public trump-eras in elections. render election day irrelev
they're all up except meta and app and will apple down 169 and amazon and alphabet on the upside. 10 year treasury and yield is creeping up today, 4.43%. lot of investors don't like that but the yield is up 443. now this, victor davis hanson is a leading conservative, intellectual and articulate and doesn't like the way america is going. in fact, he goes so far as to say this country is being destroyed and that's his word and essay is titled and if you want to destroy the u.s. then dot dot dot...
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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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amazon, alphabet, met up, microsoft, apple down. question for you, do any stocks gained from the clips? >> travel stocks airbnb cell 1000% increase in surges for states in the path of totality the cuts 15 states. alaska air saw a threefold increase in bookings particularly for texas and ohio and mexico where this is starting. delta is running to special flights with extra long windows so you can see it. all indirect spending by visitors is expected to be a $1.6 billion boost for the company. stuart: i was driving upstate new york over the weekend on the highways they have big signs eclipse, don't stop. when the eclipse happens you want to pull over to the side and see what's going on. they said don't do it. it could be tough, let's move away from the clips, shares down about 80% this year, elon musk made it amounts bit boosting the stock to present. >> the robo taxi they said the unveil august the eighth full self driving. it seems a long way off but reports say the model to which is a $25000 tesla ends the robo tax on the same exac
amazon, alphabet, met up, microsoft, apple down. question for you, do any stocks gained from the clips? >> travel stocks airbnb cell 1000% increase in surges for states in the path of totality the cuts 15 states. alaska air saw a threefold increase in bookings particularly for texas and ohio and mexico where this is starting. delta is running to special flights with extra long windows so you can see it. all indirect spending by visitors is expected to be a $1.6 billion boost for the...
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and amazon at $185, that's nearing its first record close since july of 2021. both stocks up nicely. >>> overseas israel's prime minister says a date has been set for the invasion of rafah if. trey yingst in tel aviv. what more can you tell us about this, trey? >> reporter: hey, stuart. israeli prime minister benjamin netanyahu says his troops will enter gaza's southernmost city of rafah. currently, there are more than 1.4 million palestinians that are sheltering in this area. it's not exactly clear when this will take place and how long the process will be to get those civilians out of the way, but it is a consequential decision for a varian tough reasons. netanyahu says the move to destroy remaining a hamas battalions is needed to win the war. [speaking in native tongue] >> translator: this victory requires entering rafah and eliminating the terrorist battalions there. this will happen, there is a date. >> reporter: it's day 186 of the war between israel and hamas. the amount of aid going into gaza is slow isly increasing with more than 400 trucks entering th
and amazon at $185, that's nearing its first record close since july of 2021. both stocks up nicely. >>> overseas israel's prime minister says a date has been set for the invasion of rafah if. trey yingst in tel aviv. what more can you tell us about this, trey? >> reporter: hey, stuart. israeli prime minister benjamin netanyahu says his troops will enter gaza's southernmost city of rafah. currently, there are more than 1.4 million palestinians that are sheltering in this area....
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Apr 17, 2024
04/24
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what amazon say the same thing? lauren: exactly. stuart: is that -- lauren: the sleep apnea machine at eli lilly says its weight loss drug reduces the severity of the sleep disorder by two thirds. lily is up 1.6%. it is amazing. stuart: thank you very much. president biden marked trump on the campaign trail in pennsylvania yesterday. what did biden say a? lauren: he made fun of donald trump. shares of the president's former media company had fallen sharply. listen to this. >> president biden: i have to say, if trump's stock in truth social, his company, drops any lower, he might do better under my tax plan than his. [applause] lauren: ashley: biden was touting his tax plan vowing nobody under $400,000 will pay extra in taxes. the trump campaign responded to biden's job saying seeing as president biden regularly posts to his campaign account on truth social, we have faith he sees the value of free-speech, social media startup that has no depth, $200 million in the bank. stuart: thanks. seven jurors have been seated in donald trump's
what amazon say the same thing? lauren: exactly. stuart: is that -- lauren: the sleep apnea machine at eli lilly says its weight loss drug reduces the severity of the sleep disorder by two thirds. lily is up 1.6%. it is amazing. stuart: thank you very much. president biden marked trump on the campaign trail in pennsylvania yesterday. what did biden say a? lauren: he made fun of donald trump. shares of the president's former media company had fallen sharply. listen to this. >> president...
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Apr 25, 2024
04/24
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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 10, 2024
04/24
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amazon, $183. meta barely holding on to $500 a share it's down $10. >>> i want to start with nvidia. we showed it to you on the screen. the high was 974, it's now $840. you know, lauren, a lot of wall street analysts were saying it's going to $1,000 or even above. lauer lauren oh, the highest on the street is $1400 for this stock. it's now in correction territory, which is down 10% from a recent high. the low, we did this story yesterday, $620. i know that's a wide range, buzz duh this was the darling of wall street because it had the chips that powered the a.i. boom. it has an estimated 8% market -- 83% market share. look at all the seat belt competitors. intel, amd, google now. everybody wants to beat them, so it is coming down. this week it is down just 4, but you had selling yesterday and again today. the average price target is $989. so that is higher than we are now, but competition and a down market could hurt this thing. stuart: yeah. i just wonder if they'll stick, with those very high tar
amazon, $183. meta barely holding on to $500 a share it's down $10. >>> i want to start with nvidia. we showed it to you on the screen. the high was 974, it's now $840. you know, lauren, a lot of wall street analysts were saying it's going to $1,000 or even above. lauer lauren oh, the highest on the street is $1400 for this stock. it's now in correction territory, which is down 10% from a recent high. the low, we did this story yesterday, $620. i know that's a wide range, buzz duh this...
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Apr 15, 2024
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meta 515, microsoft word 25, alphabet going to 158 in amazon at 186. we just touched on apple with keith fitz-gerald, yet more details. are they slumping iphone sales were second-place to samsung. >> it comes from idc apple lost the title as the top phone maker their shipments f fall 10% in te first figments of this year they sold 50 million iphones that the 15% market share, samsung, number 121% market share, who is in third place, the chinese company 14% market share their growth up 34%. apple downtown in second place. a chinese company of 34 and third place, where is the ceo of apple today, tim cook, vietnam. he's in vietnam because he sees what's going on in china and he sees the challenges to the supply chain and he sees how the country is pushing more of their workers and their citizens until local phones to get a beef up apple watch, the ipad, death iphone production happening in alternative to china. stuart: a couple of banks reported earlier this morning. one particular of great interest, goldman sachs did very well the stock is up 5.6%. >> th
meta 515, microsoft word 25, alphabet going to 158 in amazon at 186. we just touched on apple with keith fitz-gerald, yet more details. are they slumping iphone sales were second-place to samsung. >> it comes from idc apple lost the title as the top phone maker their shipments f fall 10% in te first figments of this year they sold 50 million iphones that the 15% market share, samsung, number 121% market share, who is in third place, the chinese company 14% market share their growth up...
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Apr 23, 2024
04/24
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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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>> my pick for big tech, amazon is a good stop. the last 7 years. shedding workers as they need, massive cost going on, high-growth companies, leading that charge with meta, going to a level of efficiency they need so we see a lot of investment in ai and individuals and automation. stuart: thanks very much, good to see you again. transportation secretary pete buttigieg has cemented to americans, don't want to be forced to do electric vehicles. lauren: tesla put out their delivery numbers, they are down. evs aren't popular. why are you jamming it down their throats and pete buttigieg responded. >> the automotive sector is moving toward evs and we can't pretend otherwise. it's the early 2000s, talking to some people who think we have landline phones forever but the reality is the automotive sector is moving toward evs in the us can either fall behind china or claim the lead. president biden wants to make sure those evs i made in america as more americans choose evs every year than the year before. lauren: we do -- the former part of it, the first part
>> my pick for big tech, amazon is a good stop. the last 7 years. shedding workers as they need, massive cost going on, high-growth companies, leading that charge with meta, going to a level of efficiency they need so we see a lot of investment in ai and individuals and automation. stuart: thanks very much, good to see you again. transportation secretary pete buttigieg has cemented to americans, don't want to be forced to do electric vehicles. lauren: tesla put out their delivery numbers,...
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Apr 26, 2024
04/24
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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 30, 2024
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late this afternoon, amazon releases its latest quarterly results, what you've got to be interested in is there outlook for the future and their cloud business. looking forward to that report, stock is up $0.20, $181 a share. coming up on 10:51 eastern time and that means he will appear magically on the side of your screen, that right there is brian kilmeade. thanks for joining us, straight to this anti-israel protesters at columbia. they occupied this building, what do you think they should do? brian: how much longer can they hold out, they cut electricity right away, stop the water, number 2, you've got to tell the nypd be prepared to move in. you can't smash windows, take over building, holdback janitors against their will until they forced their way out and that your answer to at 2:00 pm deadline to pick up your tents and go home and clear the square? at some point faculty has to step up. here's the leverage. 23 congressional democrats told the administration get your act together, this is anti-semitic behavior, jewish kids can't get to campus. i leave for these other campuses who
late this afternoon, amazon releases its latest quarterly results, what you've got to be interested in is there outlook for the future and their cloud business. looking forward to that report, stock is up $0.20, $181 a share. coming up on 10:51 eastern time and that means he will appear magically on the side of your screen, that right there is brian kilmeade. thanks for joining us, straight to this anti-israel protesters at columbia. they occupied this building, what do you think they should...
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Apr 19, 2024
04/24
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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 11, 2024
04/24
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alphabet 157 and amazon, microsoft is up just a fraction, 72-cents and meta at 519 this morning. have a look at 10-year treasury yield and it's been going up reasonably and it's up today and well above 4.5% that's a key benchmark. way above 2.5 and close to 5%. that's the markets. now this the president refuses to address reality and reality is incon convenient and politically damaging and avoids it. inflation, it has not been beaten, prices are rising, and what does the president say? well, it's better than it was not good enough. you can't turn a behind eye to the biggest problem and certainly not in an election year and the president does nothing but blame inflation on price gouging by business and that's a blatant re-expugns that makes no economic sense. biden's plan for the future will add to inflationary pressure and a trillion or more spent ongoing green. expensive evs and un-reliable and renewable energy and wildly expensive. inflation raises interest rates and that means mortgage rates. we already have a housing affordability crisis. what do we get from the president. a
alphabet 157 and amazon, microsoft is up just a fraction, 72-cents and meta at 519 this morning. have a look at 10-year treasury yield and it's been going up reasonably and it's up today and well above 4.5% that's a key benchmark. way above 2.5 and close to 5%. that's the markets. now this the president refuses to address reality and reality is incon convenient and politically damaging and avoids it. inflation, it has not been beaten, prices are rising, and what does the president say? well,...
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Apr 16, 2024
04/24
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microsoft up a bit, meta up 96-cents and amazon 183 and alphabet and apple, apple back below 170. the 10 year treasury yield this, is a problem for the market today. up again, 4.65% on the 10-year treasury. now this, it was outage yous, there -- outrageous, there must be consequence and on monday a coordinated campaign of disruption deliberately designed to inflict pain on americans. you've seen the scenes of chaos and golden gate bridge shut down for five hours by the anti-israel crowd and cops stood there and let it happen. in chicago, access to o'hare airport blocked and travelers had to drag their bags to their flight. in new york, the brooklyn bridge shut down, snarling traffic, a young man waved a hezbollah flag in america. there were disruptive demonstrations all across the country and protests in blue states were the biggest and most disruptive. they were united in support for hamas and incredibly iran. it's crazy to see young women backing the mullahs that killed and tortured women for not w earing a hijab. they were united in hating america. how would you feel if you wer
microsoft up a bit, meta up 96-cents and amazon 183 and alphabet and apple, apple back below 170. the 10 year treasury yield this, is a problem for the market today. up again, 4.65% on the 10-year treasury. now this, it was outage yous, there -- outrageous, there must be consequence and on monday a coordinated campaign of disruption deliberately designed to inflict pain on americans. you've seen the scenes of chaos and golden gate bridge shut down for five hours by the anti-israel crowd and...
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Apr 11, 2024
04/24
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tell you the nasdaq and nasdaq 100 have done nothing wrong and leading stocks like meta, microsoft, amazon, nvidia, and a few others pulled back normally after big runs and if they act well and bust against the upside i will buy them again. i own matter and don't on the rest. i will be ready as we head to earnings season and hopefully we get some good reactions to their numbers. we when good to hear. thanks, see you soon. one active stock on the upside is nike, 2.6%. stuart: a got a vote of confidence of bank of america, they got a by close to one hundred $13, they say an upcoming catalyst for nike is the paris olympics. stuart: constellation brands, beer and liquor. lauren: stocks at a record high, 274 on upbeat annual profit forecast helped by resilient sales in beer, not wind. we when i was introduced to runway by someone who uses it. i don't use it but it is up 100 -- lauren: more than doubling. earnings, ceo said this bad economy everyone is talking about isn't affecting us. their customers are buying more and using artificial intelligence to help the search. if you go and rent the ru
tell you the nasdaq and nasdaq 100 have done nothing wrong and leading stocks like meta, microsoft, amazon, nvidia, and a few others pulled back normally after big runs and if they act well and bust against the upside i will buy them again. i own matter and don't on the rest. i will be ready as we head to earnings season and hopefully we get some good reactions to their numbers. we when good to hear. thanks, see you soon. one active stock on the upside is nike, 2.6%. stuart: a got a vote of...
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Apr 19, 2024
04/24
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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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amazon, apple, alphabet they're all down. 10-year treasury yield going up not as much as before but at 4.36%. as for two year, way above 4.5 at 470 right now. and now this, if you're the governor of a state and you're running for the presidency, your state better be doing well. gavin k newsom is the governor f california and he's running for the presidency whether he admits or not. and the golden state is in decline on newsom's watch. the homeless population is widening and crime speed is getting bigger and the country has an image of california as a socially dysfunctional society. in the extreme, that's a hard nut for newsom to crack. look at fundamentals, issues by which newsom will be judged on a national basis. california has the highest unemployment rate in the country, 5.3%. the national average: 3.9. dig deeper and you see there's not much jobs available in california. less than one per unemployed person and elsewhere social security one in six. state authorities say it's going to be 73 billion. either way by law, the budget must be balanced. what's newsom going to do? raise tax
amazon, apple, alphabet they're all down. 10-year treasury yield going up not as much as before but at 4.36%. as for two year, way above 4.5 at 470 right now. and now this, if you're the governor of a state and you're running for the presidency, your state better be doing well. gavin k newsom is the governor f california and he's running for the presidency whether he admits or not. and the golden state is in decline on newsom's watch. the homeless population is widening and crime speed is...
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Apr 15, 2024
04/24
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big tech, mixed picture, amazon and alphabet and microsoft are up but only just. meta and apple are down. i think this is the problem, yield on 10-year treasury was starting to go upright from the get go this morning and keeps on going up in terms of yield, 4.64%. not many investors like that. the price of oil down earlier today and still down despite the tension in the mideast, $84 a barrel. that's the markets, now this. you noticed, everyone is calling on israel to show restraint. world leaders, united nation nassau county, president biden, they've all joined the restraint correspondent re--- chorus and iran fires off hundreds of drones and missiles and immediately the ziti r aillies are told -- israelis told don't reit retaliate and e a wider war. it was the same response after the attack in israel on o ctober 7. iran and hamas are relying on this restraint or the ceasefire movement to shield them. basically getting them off the hook for their aggression. this is appeasement. biden's ongoing appeasement of iran brought us to why we are now. biden lifted sanctio
big tech, mixed picture, amazon and alphabet and microsoft are up but only just. meta and apple are down. i think this is the problem, yield on 10-year treasury was starting to go upright from the get go this morning and keeps on going up in terms of yield, 4.64%. not many investors like that. the price of oil down earlier today and still down despite the tension in the mideast, $84 a barrel. that's the markets, now this. you noticed, everyone is calling on israel to show restraint. world...
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keith: if you look at amazon anthropic that's the tip of the iceberg many people think they will find small a.i. stuff i never the big companies are being narratives of the smell of the small a.i. going public and you really do want to stick to the big players like the underdogs with england like microsoft, and effective leaders you want to go with anthropic, given that give google those of the place to tell me about the costco walmart you like them both. keith: will you costco has been the upper thermal artist, they had trouble bringing earnings on the bottom line but i think this could be the code word for the begins optimistic the warmer will come up and play catch up which is good. stuart: who never think costco walmart is benefiting from benefiting from a.i., do you. keith: absolutely because management is one of the single most complicated managerial task for any business, please when you to leave the business at scale, those businesses have also got logistics to work so a.i. will help them deliver better little faster, keyvalue, more accurately and keeping it on the cost, which
keith: if you look at amazon anthropic that's the tip of the iceberg many people think they will find small a.i. stuff i never the big companies are being narratives of the smell of the small a.i. going public and you really do want to stick to the big players like the underdogs with england like microsoft, and effective leaders you want to go with anthropic, given that give google those of the place to tell me about the costco walmart you like them both. keith: will you costco has been the...
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that an increase of 120% and it's companies like ford, accounting firms, amazon web services, those people don't fit for these jobs. stuart: it is a skills mismatch. they are in the software side and we are in the hardware side. >> reporter: you have a lot more stations here where you could use workers. you have the work for them but you don't have the people. >> we don't. we even had 4 or 5 organizations looking good for us. >> reporter: not a whole lot of luck. put these numbers up. this is the manufacturing institute. you are not alone in manufacturing. 3.8 million new manufacturing jobs by 2033, workers, optimistic? >> we are trying to create our own pipelines because we cannot find the employees. >> reporter: they want to go to college and have a fancy job, people don't want to manufacture but that is where -- >> manufacturing needs a sexy makeover. is not the dangerous manufacturing of yesteryear. brian: thanks so much. interesting story. it and work out mtv for you, we have a job for you in pennsylvania. stuart: apprenticeship programs are pretty good. out of time, see you later on
that an increase of 120% and it's companies like ford, accounting firms, amazon web services, those people don't fit for these jobs. stuart: it is a skills mismatch. they are in the software side and we are in the hardware side. >> reporter: you have a lot more stations here where you could use workers. you have the work for them but you don't have the people. >> we don't. we even had 4 or 5 organizations looking good for us. >> reporter: not a whole lot of luck. put these...
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Apr 17, 2024
04/24
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amazon, meta, apple, they're all up. apple, though, still just below $170 a share. meta just over $500. microsoft made a big investment in an ab abu dhabi-based a.i. company. what's the significance of that? lauren: china. yeah. so as the uae diversifies its economy away from oil and to a.i., it really needs to pick a side. china, where they sell oil, or the u.s. it picked the u.s. microsoft is making $1.5 billion investment in one of their companies, it's called g42, with a political condition that g42 stops using huawei equipment. the u.s. does not want china to have access to our high-end technology. and with this deal, microsoft's azure powers g42's a.i. development free of influence from china. stuart: market likes it. microsoft is up nearly $3 -- lauren: gina raimondo at commerce likes it too. stuart: they're going to vote on musk's pay package. do they want to reinstate it? lauren: they do. and they want to reincorporate tesla from delaware to texas. just to put this story very simply to you, shareholders like e ron musk, and texas likes elon musk. they kind
amazon, meta, apple, they're all up. apple, though, still just below $170 a share. meta just over $500. microsoft made a big investment in an ab abu dhabi-based a.i. company. what's the significance of that? lauren: china. yeah. so as the uae diversifies its economy away from oil and to a.i., it really needs to pick a side. china, where they sell oil, or the u.s. it picked the u.s. microsoft is making $1.5 billion investment in one of their companies, it's called g42, with a political condition...
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Apr 10, 2024
04/24
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amazon's down a buck, alphabet, a buck. microsoft, $5 down. right now dhs secretary the alejandro mayorkas is making his pitch to lawmakers for more money this as a house speaker johnson a delays spending articles of impeachment on mayorkas to the senate until next week. chad pergram on capitol hill. why the delay, chad? >> reporter: stuart, good morning. republicans want to stretch out the impeach ifment of homeland security secretary alejandro mayorkas. senate republicans hope this builds leverage and will force the senate to hold a full trial, not a quick dismiss a. -- dismissal. >> what they're nuking here is not just a senate possess we department or a senate rule, but a provision of the constitution and a time-honored duty in the if united states senate to do this. >> reporter: democrats are expected to punt the article as if they can stick together. it's about the math. a simple majority is enough to terminate an impeachment trial. [inaudible conversations] >> look, we're going to try and resolve this issue as quickly as possible. impea
amazon's down a buck, alphabet, a buck. microsoft, $5 down. right now dhs secretary the alejandro mayorkas is making his pitch to lawmakers for more money this as a house speaker johnson a delays spending articles of impeachment on mayorkas to the senate until next week. chad pergram on capitol hill. why the delay, chad? >> reporter: stuart, good morning. republicans want to stretch out the impeach ifment of homeland security secretary alejandro mayorkas. senate republicans hope this...
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Apr 17, 2024
04/24
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we do have alphabet, apple, microsoft, amazon up. meta, though, has dropped below $500, 498 on meta. here's what motivates the markets these days. the 10-year treasury yield, today it's down a little, down 4 basis points, but you're still at 4.62. and now this. donald trump is confined to a new york city courtroom for the weeks and maybe months of his trial. if that's what the biden team wants, stop him from campaigning. what we saw in new york yesterday suggests that that strategy has backfired. tuesday after court trump went to or harlem. talk about grabbing political advantage. trump went to the bodega on the left-hand side where two years ago a clerk, jose alba, had stabbed and killed an ex-convict who was attacking him. alba was charged with murder. it took three weeks for the radical d.a., alvin bragg, to drop the charge. alba had to leave the country. you know, new yorkers are outraged at the crime and injustice, and that is the back with drop to trump' -- backdrop to trump's bodega visit. he was greeted by a large and diverse
we do have alphabet, apple, microsoft, amazon up. meta, though, has dropped below $500, 498 on meta. here's what motivates the markets these days. the 10-year treasury yield, today it's down a little, down 4 basis points, but you're still at 4.62. and now this. donald trump is confined to a new york city courtroom for the weeks and maybe months of his trial. if that's what the biden team wants, stop him from campaigning. what we saw in new york yesterday suggests that that strategy has...
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Apr 19, 2024
04/24
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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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meta, microsoft, amazon and apple are all up. 10-year treasury yield going up and it's down a traction today but you're at 434, way above 4.25%. now this, given a presentation about drug pricing, the president was supposed to kick things off at 11:00 yesterday morning. he was late. very late. so senator bernie sanders got things started on his own. after an hour, the president suddenly appeared and awkwardly interrupting another speaker. the president was use ago c pap machine, that's a machine that delivers "continuous positive airway pressure". it's usually used by people who have been having sleep disorders. it keeps your airways open while you sleep so you receive the oxygen you need. with an 81-year-old president plagued by physical and mental deterioration, this is significant. it seems the c-pap did not save the president from his own confusion. watch this. >> and the mechanisms attached from the inhaler. now, this thing is here, seasons and allergies are upon us and on the rise even more. but the republicans are able to cut back on the fact that it only -- they only were not ab
meta, microsoft, amazon and apple are all up. 10-year treasury yield going up and it's down a traction today but you're at 434, way above 4.25%. now this, given a presentation about drug pricing, the president was supposed to kick things off at 11:00 yesterday morning. he was late. very late. so senator bernie sanders got things started on his own. after an hour, the president suddenly appeared and awkwardly interrupting another speaker. the president was use ago c pap machine, that's a machine...
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Apr 24, 2024
04/24
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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 26, 2024
04/24
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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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we're looking at a mixed picture and only one loser and meta, apple, amazon, and microsoft up, alphabet is down just 33-cents. that's it. the yield on the 10-year treasury keeps going up at 4.39% as of now. now this, this is a story that brings together several issues. the border, migrants, no cash bail and squatters. this could only happen in biden's america. about a year ago, a group of migrants come men deered an argument in the bronx and squattered. they appeared to be curb side drug dealers and open violence. they trashed the apartment. the landlord wanted to evict them, but the law in new york is if you occupy a house for 30 days, you can't get them out without a very long court case. eventually, one of the squatters brandished a gun and police raided finding guns, drugs and a 7-year-old child. they arrested eight people, incredibly, six were released under new york's no cash bail system, including the man that brandished the gun. no woppedder new yorkers are fed up with the coddling of criminals and that is a local issue, illegal migration is a national issue because they cover b
we're looking at a mixed picture and only one loser and meta, apple, amazon, and microsoft up, alphabet is down just 33-cents. that's it. the yield on the 10-year treasury keeps going up at 4.39% as of now. now this, this is a story that brings together several issues. the border, migrants, no cash bail and squatters. this could only happen in biden's america. about a year ago, a group of migrants come men deered an argument in the bronx and squattered. they appeared to be curb side drug...
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microsoft, apple, amazon, meta, alphabet down. or we have to start individual stocks with united health. dragging on the dow bigtime this morning. it's shaving, i believe, about a 13 if 0 points off the dow industrials -- 130 points what's wrong with unitedhealth? lauren: well, it's all the insurers, as you can see here. humana is down 10. medicare rates, they were finalized for 2025, and they were not unebb creased from the -- increased from the proposed amount. usually you come out with one number and then months later you increase it? didn't happen this time. the payments from the federal government will increase 3.7% or $16 billion from 2024 to 2025. the bottom line is the margins for all of these insurers are going to get squeezed bugtime, and these names -- can -- stuart: down 380 now, 390. almost down 1%. getting worse by the moment got to get back to tesla. there's a sharp drop on that stock after the delivery number. lauren: it's the first decline for tesla in deliveries since covid, since the second quarter of 2020. deli
microsoft, apple, amazon, meta, alphabet down. or we have to start individual stocks with united health. dragging on the dow bigtime this morning. it's shaving, i believe, about a 13 if 0 points off the dow industrials -- 130 points what's wrong with unitedhealth? lauren: well, it's all the insurers, as you can see here. humana is down 10. medicare rates, they were finalized for 2025, and they were not unebb creased from the -- increased from the proposed amount. usually you come out with one...