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Apr 9, 2024
04/24
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is this chip from intel a game changer either for intel or the sector? >> i don't think so. this is the third iteration of this chip. and when you think about where nvidia is getting all this business, it's not through for the most part the oems that were mentioned by intel when they talked about where the chip was going to get sold, rather, you've had nvidia tell you -- tell us that 50% of their businesses, class service providers, they've mentioned before, the social media is a major end market. all those buyers are buying through odms for the most part. i would suggest that 80% plus of nvidia's business is those large-type customers that intel doesn't have yet. >> right. it feels more about intel than nvidia, matt. wonder if you think that pat gelsinger is trying to bite off too much, trying to create a foundry business essentially from scratch and also trying to keep up with some of the other big players in ai at this point. can he do it all? >> i think it's really hard to do it all. now, having said that, for intel i think the most important piece to get right is the fa
is this chip from intel a game changer either for intel or the sector? >> i don't think so. this is the third iteration of this chip. and when you think about where nvidia is getting all this business, it's not through for the most part the oems that were mentioned by intel when they talked about where the chip was going to get sold, rather, you've had nvidia tell you -- tell us that 50% of their businesses, class service providers, they've mentioned before, the social media is a major...
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Apr 5, 2024
04/24
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intel is playing a key role in this process but is not clear to me that intel is going to do it also well. the business could be a big money loser for years to come. i have seen difficulties in semiconductor manufacturing. the ceo made a very promotional appearance on our network a few years ago. then on wednesday he revealed that the division he was promoting had racked up operating losses of nearly $7 billion in 2023. now, along comes stacy racked cough at bernstein and he decided to tell it the way it is. first of all, the goal posts keep moving. the margin goals were booted from 2026 to 2030. hence the title of the piece, intel, see you in 2030. then he lowers the boom on this incredible singer. why do they do this to themselves? he goes on, intel story over the last several years has been one that has dashed expectations from outlandishly bullish targets to keep products, leading to eventual abject collapse. holy cow. that is an incredible ending. it took 10 years to get intel into its current position, so how could it take any less time to fix it? i have been very critical of t
intel is playing a key role in this process but is not clear to me that intel is going to do it also well. the business could be a big money loser for years to come. i have seen difficulties in semiconductor manufacturing. the ceo made a very promotional appearance on our network a few years ago. then on wednesday he revealed that the division he was promoting had racked up operating losses of nearly $7 billion in 2023. now, along comes stacy racked cough at bernstein and he decided to tell it...
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Apr 19, 2024
04/24
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well, microchip maker intel is at the center of the latest high-tech race between the u.s. and china. cbs's jo ling kent got exclusive access to intel's state-of-the-art facility for tonight's "in depth" report. >> reporter: this is the new front line in the global chip war. >> here we go. >> reporter: intel is one of the biggest chipmakers in the world. inside this organ fabrication plant, yellow light protects the millions of chips or semiconductors that powered nearly all of the tech that we use. inside each one of those boxes, 25 silicon wafers, they travel around this factory, running about 200 miles over 3-6 months, going through thousands of steps before they are officially a semiconductor. ceo pat gelsinger says intel is accelerating production to satisfy massive demand. >> every aspect of human existence is dependent more and more on what we do with semiconductors. >> reporter: is a matter of national security, too. for example, if china were to ever invade taiwan and block chips made on the island, the global financial impact could be more than $1 trillion. that p
well, microchip maker intel is at the center of the latest high-tech race between the u.s. and china. cbs's jo ling kent got exclusive access to intel's state-of-the-art facility for tonight's "in depth" report. >> reporter: this is the new front line in the global chip war. >> here we go. >> reporter: intel is one of the biggest chipmakers in the world. inside this organ fabrication plant, yellow light protects the millions of chips or semiconductors that powered...
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Apr 20, 2024
04/24
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let's go. >> reporter: intel is one of the biggest chipmakers in the world. inside this oregon fabrication plant, yellow light protects the millions of chips, or semiconductors, that power nearly all of the tech that we use. inside each one of those boxes, 25 silicon wafers. they travel around this factory, running about 200 miles over 3 to 6 months, going through thousands of steps before they are officially a semiconductor. ceo pat gelsinger says intel is accelerating production to satisfy massive demand. >> every aspect of human existence is depending more and more on what we do with semiconductors. >> reporter: it's a matter of national security, too. for example, if china were to ever invade taiwan and block chips made on the island, the global financial impact could be more than $1 trillion. that puts intel under tremendous pressure, especially after the biden administration awarded the company $8.5 billion from the chips act to build more fabrication plants and upgrade others. why should a taxpayer believe that this is actually going to happen? >> if y
let's go. >> reporter: intel is one of the biggest chipmakers in the world. inside this oregon fabrication plant, yellow light protects the millions of chips, or semiconductors, that power nearly all of the tech that we use. inside each one of those boxes, 25 silicon wafers. they travel around this factory, running about 200 miles over 3 to 6 months, going through thousands of steps before they are officially a semiconductor. ceo pat gelsinger says intel is accelerating production to...
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public, transportation, but or clues to protest. pennsylvania $850.00 gum phonics levine is a june list intel a lease. he told us more about the armies of recent mass of reed in the west bank as we are 4 days into this last rate. and then orange. some companies will cut the product, is it the security forces didn't include a deep ration yet. today they both get us said that these are the soldiers retreated, a lift b, what they call a siege on the can sewing the damage that we've seen. also in the reports of some residents and the with back, including ones that i talked to place the main target of the re, the commander of the tool kind of battalion. his name is patricia. it's still alive . actually, contrary to what the, the seen been an 18000000 columns of plastics. i produce each you. the vast majority are made from fossil fuels. only a small fraction of the nearly indestructible material is recycled. the rest ends up in the landfills, the ocean, and even all bodies, from water on plastic pollution. then what's being done about it? i'm joined now by dw report, a ben goldman, ben, just how bi
public, transportation, but or clues to protest. pennsylvania $850.00 gum phonics levine is a june list intel a lease. he told us more about the armies of recent mass of reed in the west bank as we are 4 days into this last rate. and then orange. some companies will cut the product, is it the security forces didn't include a deep ration yet. today they both get us said that these are the soldiers retreated, a lift b, what they call a siege on the can sewing the damage that we've seen. also in...
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terrorist attack ortiz, middle east correspondent reef, and arched the reports from the main raleigh intel of faith. this became a typical sausage in here and tell of even the last month, thousands have gathered on democracy square behind me for a weekly time. the rally calls for prime minister and the major. ringback for elections to be mailed. now, the reserve angry and frustrated with how is rarely in the country. you remember more than 3000 military. this is rose from the ceiling. more than 1200 is really military. and take a deep sleep number. israel's military offensive, the return of all hostages, all hasn't been achieved in almost 7 months now. and the day of freedom that celebrates the daughters of jews from slavery and biblical aged protest, or se sick tons be celebrations as $133.00 captive men. and women old and sick children among them still being held somewhere deep in tunnels, in gaza, probably with no freedom. no the yeah. really just trying to create a user in the, in the interests all the way i've been able to speak to. * earlier lets say to people there's like a like the
terrorist attack ortiz, middle east correspondent reef, and arched the reports from the main raleigh intel of faith. this became a typical sausage in here and tell of even the last month, thousands have gathered on democracy square behind me for a weekly time. the rally calls for prime minister and the major. ringback for elections to be mailed. now, the reserve angry and frustrated with how is rarely in the country. you remember more than 3000 military. this is rose from the ceiling. more than...
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transportation, but or clues to protest. pennsylvania at $850.00 gum bollix levine as a journalist intel of these, he told us more about the armies of recent massive rate in the west bank. we're 4 days into this last rate and then northern some companies will cut the product. is it the security forces didn't include depression yet today they both said that these are the soldiers retreated, a lift, the what they call stage on the cam, showing the damage that we've seen also in the reports of some residents in the west bank, including ones that i talked to claims that the main target of the re, the commander of the tool can i call you and his name is patricia. it's still alive . actually, contrary to what the, the seen that these are these, the region has said they're showing videos of him, photos of him, but it's not clear when those photos and videos were actually taken. if that turns out to be true, we will definitely see more rays of the camp in the near future because israel val, to deal with all the groups with back just to make it clear since the beginning of the world with witness
transportation, but or clues to protest. pennsylvania at $850.00 gum bollix levine as a journalist intel of these, he told us more about the armies of recent massive rate in the west bank. we're 4 days into this last rate and then northern some companies will cut the product. is it the security forces didn't include depression yet today they both said that these are the soldiers retreated, a lift, the what they call stage on the cam, showing the damage that we've seen also in the reports of...
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intel of the police say it's a mob been v, it was returning from giving a statement at the scene of a standing attack when he's caught, collided with another vehicle. he and 3 others were taken to hospital with mine injuries, tens of thousands of riley it in the young men's capital. so now and to show solidarity with palestinians in gauze up, the weekly events is organized by you run back to peace. the group says they fight, treat me solves at a british oil tank, i traveling through the red sea or the night causing mind that damage to the ship. well, grease has passed the olympic flame to french organizes as power is proposed to host the games this summer. on friday, olympic officials made to hand over in the athens diety and where the games were revived back in 1896. now the flame will begin. it's jenny today across the mediterranean sea to france and is expected to arrive in the pulse of my se on may the 8th, the southern french, the celebrated the beginning of this final leg to france by putting on a fly works and drawing display dealing the games begins at the end of july sports l
intel of the police say it's a mob been v, it was returning from giving a statement at the scene of a standing attack when he's caught, collided with another vehicle. he and 3 others were taken to hospital with mine injuries, tens of thousands of riley it in the young men's capital. so now and to show solidarity with palestinians in gauze up, the weekly events is organized by you run back to peace. the group says they fight, treat me solves at a british oil tank, i traveling through the red sea...
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trafficking is ralph fy rights. national security minister has been injured in a traffic accident, intel a, b, b, c, h. a mob been given, was returning from given the statements of the scene of the suspect that stopped in attack. when his car collided with another vehicle, he and 3 others were taken to hospital with minor injuries. in what's one, a heads of endangered hateful sounds becomes back in the amount of dried up points, conservation authority say the i in danger of dying south africa has been effected by severe droughts caused by the ill nino web phenomenon. several countries in that region have recently declared the state of national dfcs the a lot of us. so nato's have told 2 pallets of the countries midwest with the state of nebraska, amongst the hottest hit. these were a suburban homes, but they were no match for the tornado that swept through this part of omaha, nebraska, as a city that's home to hundreds of thousands of people. please say there were no fatalities and only some injuries reports a school. i mean, i hit as best i could of my family and then the noise came and
trafficking is ralph fy rights. national security minister has been injured in a traffic accident, intel a, b, b, c, h. a mob been given, was returning from given the statements of the scene of the suspect that stopped in attack. when his car collided with another vehicle, he and 3 others were taken to hospital with minor injuries. in what's one, a heads of endangered hateful sounds becomes back in the amount of dried up points, conservation authority say the i in danger of dying south africa...
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terrorist attack ortiz, middle east correspondent reef, and arched the reports from the main raleigh intel of faith. it became a typical day here and tell of even the last months, thousands have gathered on democracy square behind me for a weekly time. the rally called for prime minister and the major. ringback for elections to be mailed. now the reserve in grand for trains, it would always rarely print the country. you remember more than 3000 military entities rogue from guys like ceiling more than 1200 is really military and taking 100 deep sleep number. israel's military offensive. the return of all hostages hasn't been achieved in the day of freedom that celebrates the daughters of jews from slavery. and biblical agents protest, or se sick tons be celebrations as $133.00 captive men and women old and sick children among them still being held somewhere deep in tunnels, in gaza, probably with no freedom, no the really just trying to create the interest all the way i've been able to speak to. * earlier lets say to people there's like a like the last the months to bring back those to this
terrorist attack ortiz, middle east correspondent reef, and arched the reports from the main raleigh intel of faith. it became a typical day here and tell of even the last months, thousands have gathered on democracy square behind me for a weekly time. the rally called for prime minister and the major. ringback for elections to be mailed. now the reserve in grand for trains, it would always rarely print the country. you remember more than 3000 military entities rogue from guys like ceiling more...
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Apr 3, 2024
04/24
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it now to some other stories, intel shares fell in u.s. extended trading after manufacturing losses the bend. the business may not break even for several years. a new division responsible for manufacturing has sales of nearly $19 million down from 28 billion the previous year. elsewhere, the controlling investor in wwe and ufc has agreed to be acquired by silverlake management. the buyout follows through on plans announced in october and they said they were evaluating strategic options out of frustration with language inc. stock prices. coming up, companies to watch in the second quarter. bloomberg intelligence gives us their top 10 picks next, so stay with us. this is bloomberg. ♪ welcome to ameriprise. i'm sam morrison. my brother max recommended you. so, my best friend sophie says you've been a huge help. at ameriprise financial, more than 9 out of 10 of our clients are likely to recommend us. our neighbors, the garcía's, love working with you. because the advice we give is personalized, -hey, john reese, jr. -how's your father doing
it now to some other stories, intel shares fell in u.s. extended trading after manufacturing losses the bend. the business may not break even for several years. a new division responsible for manufacturing has sales of nearly $19 million down from 28 billion the previous year. elsewhere, the controlling investor in wwe and ufc has agreed to be acquired by silverlake management. the buyout follows through on plans announced in october and they said they were evaluating strategic options out of...
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Apr 12, 2024
04/24
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you flashed up intel at the beginning of the story. that seems like it's light compared to all these other ones and i think they got a pass. when you saw the story, they mentioned intel and amd. these are the ones you have to be concerned with more. >> here is what's coming up next. >>> crackness in the consumer. the chart careening toward precarious levels and where it's headed next coming up. >>> plus, gold's gleaming gains. the precious metal hitting another all-time high. what's fueling the rally and how long can the good times roll? we'll shine a light on that and much more next. you're watching "fast money," live from the nasdaq marketsite in times square. in times square. we're back right after this. ♪♪ ♪♪ ♪♪ ♪ ("three little birds" by bob marley & the wailers) ♪ ♪♪ discover our newest resort sandals saint vincent and the grenadines, now open. visit sandals.com or call 1—800—sandals. >>> welcome back to "fast money." retail getting hammered again today. the etf crossing below its 100 day moving average. i
you flashed up intel at the beginning of the story. that seems like it's light compared to all these other ones and i think they got a pass. when you saw the story, they mentioned intel and amd. these are the ones you have to be concerned with more. >> here is what's coming up next. >>> crackness in the consumer. the chart careening toward precarious levels and where it's headed next coming up. >>> plus, gold's gleaming gains. the precious metal hitting another all-time...
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Apr 10, 2024
04/24
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intel comes out with the new chip, fantastic. lizzy: yesterday we saw tsmc winning grants and loans from the u.s. government. how significant is that for the broader industry? tim: tsmc will not say no to $6.6 billion in grants. another 5 billion is a loan the government will offer. they will have to pay it back. 6.6 billion compared to 65 billion in arizona sounds like a lot of money, it is a drop in the bucket and they don't get that number automatically. they have to hit phases of contracts with the department of commerce. if they miss they will not get all the money. they are hitting a lot of targets. if they execute they could get $6 billion, not a lot compared to the massive expenditure there putting into arizona and it will be good. intel is expanding. samsung the other chipmaker is expanding, so it's very good for the u.s. chip ecosystem but we need to see how it will play out because engineers are more expensive than korea or taiwan, so the cost will be higher in clients like apple, nvidia and amd will have to wear the c
intel comes out with the new chip, fantastic. lizzy: yesterday we saw tsmc winning grants and loans from the u.s. government. how significant is that for the broader industry? tim: tsmc will not say no to $6.6 billion in grants. another 5 billion is a loan the government will offer. they will have to pay it back. 6.6 billion compared to 65 billion in arizona sounds like a lot of money, it is a drop in the bucket and they don't get that number automatically. they have to hit phases of contracts...
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Apr 19, 2024
04/24
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what is the intel community in the u.s. looking for in the days, weeks, months to come following this back-and-forth between iran and israel? >> here are the things that we typically follow. first and foremost, they were as a battle damage assessment is done right now. what actually -- what kind of damage israelis have been able to achieve? we also are monitoring the communications obviously, both within israel and within israeli command and control, senior leadership, and the same for hamas. we started for b12 leadership. as well as iranian process. okay? we also are monitoring what we call indications and warnings. and in a kind of impending escalation whether inside iran my inside israel or anywhere around the world. because iran, typical doctrine is they use proxy forces and they just targets outside of israel. so, the counterattack from tehran if, in fact to come, my intelligence tells me it will be even more limited, and it is not going to be inside israel, if at all. >> carley: rebekah, that could come possibly in th
what is the intel community in the u.s. looking for in the days, weeks, months to come following this back-and-forth between iran and israel? >> here are the things that we typically follow. first and foremost, they were as a battle damage assessment is done right now. what actually -- what kind of damage israelis have been able to achieve? we also are monitoring the communications obviously, both within israel and within israeli command and control, senior leadership, and the same for...
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Apr 26, 2024
04/24
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cdw data engineers are helping organizations harness the power of ai with intel core ultra processors. the power to run workloads faster means greater performance. giving your team a better shot at success. make amazing happen. cdw. ♪♪ you founded your kayak company because you love the ocean- not spreadsheets. you need to hire. i need indeed. indeed you do. indeed instant match instantly delivers quality candidates matching your job description. visit indeed.com/hire >>> welcome back to "the exchange," everybody financials one of the best performing sectors in 2024 so far, but it's not the banks seeing outsized gains this year. dom chu joins with us that story. >> so it's financials with technology, as one of the best performing, in fact, the third best performing sector in the s&p 500 so far neck and neck race with tech and financials over the past year, it's up roughly 27%, and since the november lows, it's almost been a straight line higher, but for over the course of the last couple of weeks or so. you talked about the idea it's not just about the banks in financials check ou
cdw data engineers are helping organizations harness the power of ai with intel core ultra processors. the power to run workloads faster means greater performance. giving your team a better shot at success. make amazing happen. cdw. ♪♪ you founded your kayak company because you love the ocean- not spreadsheets. you need to hire. i need indeed. indeed you do. indeed instant match instantly delivers quality candidates matching your job description. visit indeed.com/hire >>> welcome...
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Apr 22, 2024
04/24
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to intel. >> we are announcing our intention to invest $8.5 billion in intel, america's champion semiconductor company. >> intel intends to construct and modernize facilities in arizona, new mexico, oregon, and ohio. she's made two other big awards, totaling $13 billion, to taiwan-based tsmc, and the south korean company, samsung, to make the world's most advanced chips in arizona and texas. raimondo is also spreading her largesse elsewhere in the country with another huge initiative, the internet for all program. we went with her to a corning factory in north carolina, the world's largest manufacturer of fiberoptic table. >> you're looking at fiber on these spools, all different colors. what's inside of there is actually one of the most precise products ever manufactured by man. >> wendell weeks, chairman and ceo of corning, is expanding production to some of the 10 million miles of new cable that's needed to connect the 24 million americans living mostly in rural america, who don't have access to high-speed internet. and under prodding by raimondo, he's investing corning's own capital to do
to intel. >> we are announcing our intention to invest $8.5 billion in intel, america's champion semiconductor company. >> intel intends to construct and modernize facilities in arizona, new mexico, oregon, and ohio. she's made two other big awards, totaling $13 billion, to taiwan-based tsmc, and the south korean company, samsung, to make the world's most advanced chips in arizona and texas. raimondo is also spreading her largesse elsewhere in the country with another huge...
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Apr 8, 2024
04/24
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i heard your comments about intel on friday. >> we'll ask her about intel. the comments that i made were really existential. >> as for tsmc and the $6.6 billion, it's going to require an enormous investment from that company. it may not still be the forefront of the technology -- >> yes tashgs's true. at that point -- but the fact is right now this is pretty good. i mean, nvidia could use it. >> right, right. >> carl, one of the problems we have over and over again, why did we go to taiwan? because we didn't have the engineers and it was too expensive to build and we didn't have a sense that maybe the u.s. would be left adrift. it was much more private capital and a company we need to go boundary. it made sense. if this country weren't located within the zone of what china thinks is theirs we wouldn't be doing this. if this were in mexico, which is another cheap labor force -- >> important to point out that taiwan gave plenty of subsidies as well throughout the years. plenty of state support there for that company. >> always. we wish that it weren't in taiwa
i heard your comments about intel on friday. >> we'll ask her about intel. the comments that i made were really existential. >> as for tsmc and the $6.6 billion, it's going to require an enormous investment from that company. it may not still be the forefront of the technology -- >> yes tashgs's true. at that point -- but the fact is right now this is pretty good. i mean, nvidia could use it. >> right, right. >> carl, one of the problems we have over and over...
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Apr 11, 2024
04/24
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they had plenty of intel that 9/11 was going to happen before it happened and refused to act. host: ok, so you are referring to christopher wray and what he had to say about the idea of adding an amendment that some republicans are supporting that would require a warrant to get american information. christopher wray will be on capitol hill today, and he will more than likely be asked and talk about reauthorization of section 702. he is testifying about the president's budget request for his agency, but this is likely brought up along with other issues faced by the agency. christopher wray testifying at 2:00 p.m. eastern time today. watch coverage live on c-span3, on or video mobile app, c-span now, or online at c-span.org. tim, fairview, pennsylvania, republican. caller: yeah, i would not vote for the fisa build. over the past several years, i see american intelligence being targeted more and more domestically than abroad. i just think recently, you just saw in the news where the fbi shows up at some lady's door with guns drawn because she posted things on facebook regarding j
they had plenty of intel that 9/11 was going to happen before it happened and refused to act. host: ok, so you are referring to christopher wray and what he had to say about the idea of adding an amendment that some republicans are supporting that would require a warrant to get american information. christopher wray will be on capitol hill today, and he will more than likely be asked and talk about reauthorization of section 702. he is testifying about the president's budget request for his...
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Apr 12, 2024
04/24
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a move by the chinese government, a swipe and intel and amd. beijing instructed china telecom carriers to phase out foreign chips which would cut american p chip makers out of the nation's telecom systems. china is intel's largest market. accounting for about 27% of the company's 2023 revenue. a a md has provided the bulk of core processors used in networking equipment in china and he globally. both of these stocks are in the spotlight today. both are lower in the premarket. intel is down almost 2%. amds is down a little more than 1 and-a-half percent. well, rite aid announcing it's closing another 53 additional stores in nine states as part of the company's bankruptcy proceedings. stores in california, maryland, massachusetts, michigan, new jersey, new york, ohio, pennsylvania, and virginia are on this list. rite aid filed for bankruptcy in october to try to stem and deal with their high debt. the stock is up almost 4%. well, an a interpreter has been charged with bank fraud a after he alleged stole $16 million, the la dodgers considered a vic
a move by the chinese government, a swipe and intel and amd. beijing instructed china telecom carriers to phase out foreign chips which would cut american p chip makers out of the nation's telecom systems. china is intel's largest market. accounting for about 27% of the company's 2023 revenue. a a md has provided the bulk of core processors used in networking equipment in china and he globally. both of these stocks are in the spotlight today. both are lower in the premarket. intel is down...
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and probably after having that kind of intel, now it's going to be in now gets on through. he said, she said, okay, we gave the russians the information, the rest. instead we got a general warning of there wasn't anything to go on. that will be argued until the end of time. okay. but if you come out so quickly and say, you know who didn't do it, well, that's kind of suspect, isn't it? oh, absolutely. you have a little bit too much information on to not to be involved to know who did. there's only one way to know who didn't do it. and that is, you have to know who did do it, or you have to have some kind of a, uh, a, uh, some kind of an alibi. but ukraine has a broad array of terrorist options it. and we see that in that they use this um, neo nazi, so called quads a russian group to attack the border. so they've been using various options, internal security, people in russia, etc. so it only makes sense that they would use another option in the same way that the united states use is ukraine. to hide, shall we say their fingerprints of the crime scene. they further then use i
and probably after having that kind of intel, now it's going to be in now gets on through. he said, she said, okay, we gave the russians the information, the rest. instead we got a general warning of there wasn't anything to go on. that will be argued until the end of time. okay. but if you come out so quickly and say, you know who didn't do it, well, that's kind of suspect, isn't it? oh, absolutely. you have a little bit too much information on to not to be involved to know who did. there's...
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Apr 18, 2024
04/24
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i believe the intel and the briefings we have gotten. i believe xi and vladimir putin and iran really are an axis of evil. i think vladimir putin would continue to march through europe if he were allowed. i think you would go to the baltics or have a showdown with poland are one of our nato allies. to put it bluntly, i would rather send bullets to ukraine than american boys. my son is going to be getting the naval academy this fall. this is not a joke. we can't play politics with this. i am giving an opportunity for every member of the house to vote their conscience on this, and i think that is the way this institution is supposed to work. i am willing to take personal risk for that and history will judge us. reporter: [indiscernible] rep. johnson: we have been working on the lng component because it is so critical to national defense. this is not a parochial issue. it's an important issue for the whole country. when the president issued his order to effectively close down our natural gas exports, that did terrible harm to our security.
i believe the intel and the briefings we have gotten. i believe xi and vladimir putin and iran really are an axis of evil. i think vladimir putin would continue to march through europe if he were allowed. i think you would go to the baltics or have a showdown with poland are one of our nato allies. to put it bluntly, i would rather send bullets to ukraine than american boys. my son is going to be getting the naval academy this fall. this is not a joke. we can't play politics with this. i am...
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and probably after having that kind of intel now it's going to be in now gets on through. he said, she said, okay, we gave the russians the information, the russians that we got a general warning and there wasn't anything to go on. that will be argued until the end of time. okay. but if you come out so quickly and say, you know who didn't do it, well, that's kind of suspect, isn't it? oh, absolutely. you have a little bit too much information to not to be involved to know who did. there's only one way to know who didn't do it, and that is, you have to know who did do it, or you have to have some kind of a, uh, a, uh, some kind of an alibi. but ukraine has a broad array of terrorist options. it and we see that in that they use this um, neo nazi, so called quads a russian group to attack the border. so they've been using various options, internal security people in russia, etc. so it only makes sense that they would use another option in the same way that the united states use is ukraine. to hide, shall we say their fingerprint of the crime scene. they further then use isis
and probably after having that kind of intel now it's going to be in now gets on through. he said, she said, okay, we gave the russians the information, the russians that we got a general warning and there wasn't anything to go on. that will be argued until the end of time. okay. but if you come out so quickly and say, you know who didn't do it, well, that's kind of suspect, isn't it? oh, absolutely. you have a little bit too much information to not to be involved to know who did. there's only...
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Apr 18, 2024
04/24
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it will go to tsmc or intel. the deal with the a.i. and the insatiable demand is the high driver this company is coming out of the correction they got back to profitability a quarter earlier than i thought and as a fixed cost firm with high operating leverage and you turn on the volume is where you explode in earnings. they lost $4 a share and the peak of the next cycle t, i thi they will make 12. >> you are not worried for the quarter for apple. how much downside do you think there is for this company given people are concerned about china and people saying for the past decade that apple's best years are behind it although the stock price keeps going up how much downside? >> i think there is significant downside, jon. i think they will not be able to sugar coat troublesome fun fundamentals when they rueport. they will probably reveal something in june at the corporate retreat. it will be offset by the great thing in june. hold on. we're almost there hopefully, that stabilizes the stock. without that driver and without that event and e
it will go to tsmc or intel. the deal with the a.i. and the insatiable demand is the high driver this company is coming out of the correction they got back to profitability a quarter earlier than i thought and as a fixed cost firm with high operating leverage and you turn on the volume is where you explode in earnings. they lost $4 a share and the peak of the next cycle t, i thi they will make 12. >> you are not worried for the quarter for apple. how much downside do you think there is...
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Apr 16, 2024
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i'm quoting the republican who runs the intel committee who is saying this. i'm quoting the republican who runs the foreign affairs committee for saying this. very strange times indeed in the republican house. >> mike turner, the chair of the intel committee, republican, said publicly on an interview on cnn last week he hears direct russian propaganda from the mouths of the republicans on the floor of the house. that's from him. he is a republican talking about his colleagues there. and it is a fair question. why? >> why? >> what is the -- what's going on? you could take that argument, as we have, i don't know, almost a decade to the top. why does donald trump defend vladimir putin at every turn? we have never fully gotten to the bottom of that. seems many of his minions in the house are following the lead on that. >> richard, why? >> we have been debating that ten years now? >> i know. but now you have the four -- ronald reagan's former party being run by -- by a speaker who has been worried about russian propagandists. again, russian propagandists according
i'm quoting the republican who runs the intel committee who is saying this. i'm quoting the republican who runs the foreign affairs committee for saying this. very strange times indeed in the republican house. >> mike turner, the chair of the intel committee, republican, said publicly on an interview on cnn last week he hears direct russian propaganda from the mouths of the republicans on the floor of the house. that's from him. he is a republican talking about his colleagues there. and...
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Apr 12, 2024
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stuart: and intel's back at a 36. not long ago it was almost 50, i think. >>> coming up, a "wall street journal" poll finds biden is losing support among black men. if biden doesn't get their full backing, he loses the election. congressman byron donalds will deal with that. >>> next we have a guest who isn't waiting for the government to fix the border. of she's taking action a herself. she'll tell us how she is securing the border. that's next. ♪ ♪ (♪) is bad debt holding you back? ♪ the only limit is the sky ♪ ♪ it's our time ♪ ♪ you don't want to miss it (just a little bit louder) ♪ ♪ it's our time ♪ ♪ you don't want to miss it ♪ ♪ it's your moment in the spotlight ♪ all your ambitions. all in one app. low fixed rates. borrow up to $100k. no fees required. sofi. get your money right®. stuart: we are 11 minutes into the trading session. the dow's off 200, the nasdaq's down 125. it had been worse, at one stage the dow was off 300. an afghan national with terror ties is in custody after
stuart: and intel's back at a 36. not long ago it was almost 50, i think. >>> coming up, a "wall street journal" poll finds biden is losing support among black men. if biden doesn't get their full backing, he loses the election. congressman byron donalds will deal with that. >>> next we have a guest who isn't waiting for the government to fix the border. of she's taking action a herself. she'll tell us how she is securing the border. that's next. ♪ ♪ (♪) is bad...
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and then another 11000000000 is the west regional for regions including the state of washington intel activities. however, most by the info on the you can call it will further away on the us national debt with his own rud. it's a policy in the country is gross domestic product. this new spending, $60000000000.00 is designated as emergency spending. mean it go, meaning it goes straight to our national debt, a national debt that grows every single 2nd to the tune of $8000000000.00 every single day. and by the way, while i was speaking, we have added another $5500000.00 to the national debt. the budget office hi one. but in the to use the ratio of us that the g d. p will be a 166 percent increase in the alpha disabilities that america is for the in the, for the sense of historical, the full and implies of any great power that spends more on debt service interest payments on the national debt. then on defense will not stay great for very long true of haps, for spain, truth on c and regime france, true of the ottoman empire, true of the british empire. this law is about to be put to the te
and then another 11000000000 is the west regional for regions including the state of washington intel activities. however, most by the info on the you can call it will further away on the us national debt with his own rud. it's a policy in the country is gross domestic product. this new spending, $60000000000.00 is designated as emergency spending. mean it go, meaning it goes straight to our national debt, a national debt that grows every single 2nd to the tune of $8000000000.00 every single...
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intel of the 1st though, since of his release, once again called on the prime minister to resign. the people are furious about being human. this in the who has failing to secure the return of all hostages from cancer. those around want this self election in the hope it will usher in the new government. police were quick to bar to kate street surrounding the rather it's the latest in a series of demonstrations against mr. nesting, you know, some of which i've seen protesters on the authorities. well, israel's foreign ministry, meanwhile, has made some pretty on diplomatic comments about the turkish president who has hosted the leader from us in this bundle for the must and brothers who deadlines raped no to this equation, bodies, and bone infants, shame on you as a gun. the statement provided by is really foreign minister. israel cods was nothing more than borderline offensive. in fact, it was almost insulting. not just to how much later is smile funny about to jerk is president red chip type or the one as well. take into consideration that the 2 leaders met in turkey to discuss a
intel of the 1st though, since of his release, once again called on the prime minister to resign. the people are furious about being human. this in the who has failing to secure the return of all hostages from cancer. those around want this self election in the hope it will usher in the new government. police were quick to bar to kate street surrounding the rather it's the latest in a series of demonstrations against mr. nesting, you know, some of which i've seen protesters on the authorities....
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Apr 20, 2024
04/24
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intel 'ust that funds ukraine at all. intel just monday, earlier this week. for months. _ just monday, earlier this week. for months. he — just monday, earlier this week. for months, he has been gathering without— months, he has been gathering without being very specific about what _ without being very specific about what he — without being very specific about what he was going to do but i am told he _ what he was going to do but i am told he has — what he was going to do but i am told he has received a tremendous number— told he has received a tremendous number of— told he has received a tremendous number of classified briefings, he has been — number of classified briefings, he has been listening to national security— has been listening to national security advisers, he has been listening — security advisers, he has been listening to the top level of intelligence and including, he has been _ intelligence and including, he has been reading polling about this and he has _ been reading polling about this and he has ultimately decided that this
intel 'ust that funds ukraine at all. intel just monday, earlier this week. for months. _ just monday, earlier this week. for months. he — just monday, earlier this week. for months, he has been gathering without— months, he has been gathering without being very specific about what _ without being very specific about what he — without being very specific about what he was going to do but i am told he _ what he was going to do but i am told he has — what he was going to do but i am told...
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Apr 12, 2024
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qualcomm, intel, amd and nvidia all moving lower ahead of the open. china reportedly telling its telecom carriers to phase out foreign chips. >>> i want to start with the banks and the downturn in the market as well. earnings season kicks off with the likes of jpmorgan and wells fargo and citi, for example. mike, i'd love to just turn to you quickly, just get a sense on the market as well. >> yeah. >> it's been an interesting day yesterday with that move up in apple shares, particularly, as the day went on. obviously, moved the nasdaq appreciably higher. what do we think is behind some of the weakness we're seeing beyond these bank earnings, which, at the worst, are a mixed picture? >> i don't think it's bank earnings, necessarily, the catalyst. yesterday, the indexes were rescued by not just apple bouncing on some reports about some a.i. macbooks and whatnot, but nvidia going up 4% becauses this the market we have. when we get nervous about macro and yields and inflation, and we have had a 10% pullback in nvidia and some of the other a.i. stocks, wel
qualcomm, intel, amd and nvidia all moving lower ahead of the open. china reportedly telling its telecom carriers to phase out foreign chips. >>> i want to start with the banks and the downturn in the market as well. earnings season kicks off with the likes of jpmorgan and wells fargo and citi, for example. mike, i'd love to just turn to you quickly, just get a sense on the market as well. >> yeah. >> it's been an interesting day yesterday with that move up in apple shares,...
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Apr 17, 2024
04/24
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tests, including language translation, it will compete against a similar product against nvidia and intel, ai is the hottest topic right now and amd claims it is now the most powerful chip available. >>> trump and trump media, streaming media platform, showing content that other media outlets refused to air, it will first be unveiled on trump social media app truth social, eventually people at home will have the option to stream the news from the tv, it becomes -- comes a month after it began trading, just hours after the streaming announcement, the price of trump media stocks dropped 14%, there is currently no timeline for the rollout of the streaming service.>>> nasa confirms that space debris that had a home last month came from the international space station, part of a pallet dropped in 2021 along with 5800 pounds of aging batteries, it was all expected to disintegrate while reentering the earth's atmosphere but instead the small piece made it through, crashing into a home in naples, florida, about the size of a smart phone. nasa is investigating how the debris survived and did not d
tests, including language translation, it will compete against a similar product against nvidia and intel, ai is the hottest topic right now and amd claims it is now the most powerful chip available. >>> trump and trump media, streaming media platform, showing content that other media outlets refused to air, it will first be unveiled on trump social media app truth social, eventually people at home will have the option to stream the news from the tv, it becomes -- comes a month after...
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Apr 14, 2024
04/24
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i know that i have been working within the intel committee. i think you answered the questions. i think those questions are right. we have cleaned up 702. not happy with the comments. he's not here anymore. personally, i have been working at all of these fbi agents. you are respected by her peers. we are in a serious situation in this country right now. with respect to what is happening with china and russia. i'm really worried about where we are going to go. they are fighting each other all the time. this is as far as what is going on in the country. what i would like you to do, is talk about what pfizer 702 is, and why it is so important. i think the fbi is being caught up right now. really, donald trump, people who are supporting him, that is fine. i don't want to interfere with that. don't mess with the united states of america around national security. that is what you are doing. this is a serious as anything. i worked with them also in that regard. this issue is one of the most important issues. why is it so important that we pass this? he is mad. he authorized as presiden
i know that i have been working within the intel committee. i think you answered the questions. i think those questions are right. we have cleaned up 702. not happy with the comments. he's not here anymore. personally, i have been working at all of these fbi agents. you are respected by her peers. we are in a serious situation in this country right now. with respect to what is happening with china and russia. i'm really worried about where we are going to go. they are fighting each other all...
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Apr 26, 2024
04/24
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lauren: intel late to the game. it was lower than anticipated. david: the government is always late to the game. m phase energy. lauren: solar panels, green energy company up 5%, they say the stock is going up $20 to 134 a share. california where there are a lot of cheslers on the road they can use their connectors to charge up. david: sketchers. lauren: sneakers popular with kids, often light up. a 30% jump in earnings, for five straight quarters. stocks are up 16%. when it comes to sketchers. a bigger share of the wallet. david: the lit up shoes. thank you very much. antony blinken meeting with china's president xi jinping for closed-door session in beijing which joins me now. what are they talking about? lauren: >> reporter: there was a list of complaints that is grown over the past year. antony blinken says one thing they did not discuss was tiktok. officials have discussed it with chinese counterparts, blinken captive 3 date her up to china meeting with xi for what the secretary called the time of profound tension between our countries with
lauren: intel late to the game. it was lower than anticipated. david: the government is always late to the game. m phase energy. lauren: solar panels, green energy company up 5%, they say the stock is going up $20 to 134 a share. california where there are a lot of cheslers on the road they can use their connectors to charge up. david: sketchers. lauren: sneakers popular with kids, often light up. a 30% jump in earnings, for five straight quarters. stocks are up 16%. when it comes to sketchers....
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Apr 20, 2024
04/24
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(luke) this will be a gold mine of local intel. just you wait. (marci) right. so, tell us about this corn festival? (stylist 1) oooh you got your corn pudding... you got your corn chowder... (marci) so... is it safe around here? (stylist 2) sometimes. (luke) if a family of eight were to need a cold plunge, where would they find it? (stylist 1) ...and then they dip it in butter, then bam, it goes right in. (stylist 2) ...really cute vampire bar. (stylist 1) the reverend does like a blessing on the corn. (luke) donut shops. how far from here? (marci) no eyebrows? (luke) think of how light it'll feel in the summer. we've got to run. eleven thousand more neighborhoods to go! (vo) ding dong! homes-dot-com. maria and julio thought their life would never slow down. then one day, it finally did. you were made to find inner peace. we were made to track flight prices to paradise. your record label is taking off. but so is your sound engineer. you need to hire. i need indeed. indeed you do. indeed instant match instantly delivers quality candidates matching your job descr
(luke) this will be a gold mine of local intel. just you wait. (marci) right. so, tell us about this corn festival? (stylist 1) oooh you got your corn pudding... you got your corn chowder... (marci) so... is it safe around here? (stylist 2) sometimes. (luke) if a family of eight were to need a cold plunge, where would they find it? (stylist 1) ...and then they dip it in butter, then bam, it goes right in. (stylist 2) ...really cute vampire bar. (stylist 1) the reverend does like a blessing on...
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Apr 22, 2024
04/24
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speaker johnson has said that the intel - johnson has said that the intel briefings — johnson has said that the intel briefings he has received have made clear to _ briefings he has received have made clear to him — briefings he has received have made clear to him how dire the situation in ukraine — clear to him how dire the situation in ukraine is— clear to him how dire the situation in ukraine is and also the linkages across— in ukraine is and also the linkages across these different regions. when we think— across these different regions. when we think about the fact that russia is receiving weapons from north korea _ is receiving weapons from north korea and — is receiving weapons from north korea and iran, it could not be more clear— korea and iran, it could not be more clear that _ korea and iran, it could not be more clear that it — korea and iran, it could not be more clear that it is— korea and iran, it could not be more clear that it is very hard to disaggregate these different regions. disaggregate these different retions. ., ., ., regions. that intervention
speaker johnson has said that the intel - johnson has said that the intel briefings — johnson has said that the intel briefings he has received have made clear to _ briefings he has received have made clear to him — briefings he has received have made clear to him how dire the situation in ukraine — clear to him how dire the situation in ukraine is— clear to him how dire the situation in ukraine is and also the linkages across— in ukraine is and also the linkages across these...
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Apr 19, 2024
04/24
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when you get the first intel briefing, when mike johnson gets the first intel briefing on what fisa is really about instead of what donald trump says it's about, you suddenly realize that terrorist threats, whether it's from isis or al qaeda or another foreign terrorist group, our best shot of stopping those are through things like fisa. >> yeah. i don't think people realize. we always talk about the intelligence community like it's some kind of big group of folks somewhere. i think people think of spy movies and stuff. the vast majority of people on the intelligence committee are either veterans or active military. they are really hardworking, smart patriots that are trying to keep our country safe. it's just bizarre to me. if you got donald trump right now and put a microphone in front of his face and tried to hold him to an answer on this, what is fisa, he doesn't know. he doesn't even know what it is. he has no idea. republicans used to go to the white house when i was in the senate. they'd come back and have a health care discussion. republicans would say, he has no idea what obam
when you get the first intel briefing, when mike johnson gets the first intel briefing on what fisa is really about instead of what donald trump says it's about, you suddenly realize that terrorist threats, whether it's from isis or al qaeda or another foreign terrorist group, our best shot of stopping those are through things like fisa. >> yeah. i don't think people realize. we always talk about the intelligence community like it's some kind of big group of folks somewhere. i think...
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Apr 14, 2024
04/24
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well, i think the first thing for the us intel community is to see the world through iran's eyes. and i'm sure that's what israel is trying to do right now. iran launched, you know, a over 300 combine drone, cruise missile, ballistic missiles against israel. that's a very disproportionate response to israel's kinetic strike on iranian iran's, general mohammad zahedi, who was responsible for the irgc coordination of operations in lebanon and syria against israel and reportedly was involved in the planning of the october 7th massacre. i think israel does want to strike back, but iran is banking on the united states reining in israel and inducing israel not to do so, at least for the time being. i think that's why iran had greater risk tolerance. iran doesn't want a conventional war they would lose against israel or the united states. but they took this greater risk because they felt like they could count on the united states seeking to de-escalate, follow these iranian strikes. you know, dan, you said that iran sent this. we all anticipate this or we all suspect this is in response
well, i think the first thing for the us intel community is to see the world through iran's eyes. and i'm sure that's what israel is trying to do right now. iran launched, you know, a over 300 combine drone, cruise missile, ballistic missiles against israel. that's a very disproportionate response to israel's kinetic strike on iranian iran's, general mohammad zahedi, who was responsible for the irgc coordination of operations in lebanon and syria against israel and reportedly was involved in...
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Apr 29, 2024
04/24
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then you have mobileye, which intel who brought, who took mobileye private. charles: right. >> when intel needed some money to build those chip factories which haven't gone so well as we know, brought mobileye out again. mobileye is doing all the assisted driving technology. autonomous driving everyone thinks. charles: it is coming back. the stock is coming back recently but -- >> mobileye will come back for sure. charles: palantir is really secretive but now more people are saying it's a buy although a lot of folks, they do big business with the government. they feel like it's opaque. you like it. >> i love palantir. we'll see $45 again on palantir. we might see a $100 because palantir is real artificial intelligence. nvidia, of course it is artificial intelligence but it is already played out. palantir has the contracts, charles as you referred to, secretiveness with all the defense contracts all over the world and equivalent of cias in every country. now that palantir has corporate clients, palantir can be more transparent, and remember, those fund manager
then you have mobileye, which intel who brought, who took mobileye private. charles: right. >> when intel needed some money to build those chip factories which haven't gone so well as we know, brought mobileye out again. mobileye is doing all the assisted driving technology. autonomous driving everyone thinks. charles: it is coming back. the stock is coming back recently but -- >> mobileye will come back for sure. charles: palantir is really secretive but now more people are saying...