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Apr 26, 2024
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tyler, golly, microsoft, they're spending the cash. but, you know, so is pet that. meta's getting punished for it, microsoft being rewarded for it. what's that all about? >> well, i think the main difference is microsoft has a proven if track record in spending cap-x, right? they weren't trying to do the met verse, they have great distributioned models to sell these services to enterprise companies. we view cap-x as a signal of strength, as a signal of future a.i. demand. so we're thinking they might spend $70 billion next year on cap-x, maybe 80 if things really take off. charles: wow. how are you going to -- they going to buy back their stock if that i do that? [laughter] -- if they do that? charles: we had a screen up a moment ago while you were talking, and it's just sort of amazing in my mind because, listen, we want these companies to invest the sort of money, cap-x, but this is the copse traited s&p 500 cap-x, and you can see just the top 10 companies, 29 of the s&p, you know, cap-x, 54% of r&d. it's like, you know, i love entrepreneurship, i lo to see someon
tyler, golly, microsoft, they're spending the cash. but, you know, so is pet that. meta's getting punished for it, microsoft being rewarded for it. what's that all about? >> well, i think the main difference is microsoft has a proven if track record in spending cap-x, right? they weren't trying to do the met verse, they have great distributioned models to sell these services to enterprise companies. we view cap-x as a signal of strength, as a signal of future a.i. demand. so we're...
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Apr 25, 2024
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with microsoft, you guys the expectations are on a.i. revenue, look at that up 15% year over year and a bottom line improvement, 2 ilk 84. google, a similar story, can the advertising revenue keep up, you know, a.i., maybe a competitive risk in the short term. how does google navigate that? brian: i wonder if they talk about the firings at google on, somebody ought to ask them about that. that would be interesting. jackie: we'll see. we'll send it over to charles payne. he will take it from here. charles: thank you all very much. good afternoon, i'm charles payne. this is "making money." breaking right now sobering economic data pushed an already weak market right over the edge. looking at this, the market is exhibiting a lot of grit. sew throughout the area what we've done we have some of the best on the street to share their thoughts. a gameplan dealing with evolving reality, that inflation ain't dead by a long shot. meta, joining the ranks of netflix, taiwan semiconductor, solid earnings but unsteady guidance. danielle shay what it me
with microsoft, you guys the expectations are on a.i. revenue, look at that up 15% year over year and a bottom line improvement, 2 ilk 84. google, a similar story, can the advertising revenue keep up, you know, a.i., maybe a competitive risk in the short term. how does google navigate that? brian: i wonder if they talk about the firings at google on, somebody ought to ask them about that. that would be interesting. jackie: we'll see. we'll send it over to charles payne. he will take it from...
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Apr 24, 2024
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is it a apple, b, netflix, c, microsoft, or d monster beverage s? lifeline, looking over there. >> b. >> netflix. >> c. >> c. >> no, we were c. charles: you said c. c, c. monster beverages. can you believe it? monster beverages. oh, my goodness. it is like legal crack. come on, now, guys. legal cocaine, of course it is number one stock, are you kidding me? here we go. post-pandemic freedom and well-invested seniors made this the third best stock of 2023. the villages, denny's, royal caribbean, or garmin. >> caribbean. c. >> c. charles: c. there you go. although they had some found down in the villages too, if you know what i mean, wink, wink. >> wasn't about the stock. charles: [laughter]. whoo. there is another reason to make some money. get down there get a nice golf cart if you want to know what i'm talking about. you know what i'm talking about. get rims on that bad boy, huh? all right. >> bring my wife. charles: we'll talk about that later. okay. ready? here we go. one of these was not unveiled at the, i'm sorry, at the 1893 world es fair? skys
is it a apple, b, netflix, c, microsoft, or d monster beverage s? lifeline, looking over there. >> b. >> netflix. >> c. >> c. >> no, we were c. charles: you said c. c, c. monster beverages. can you believe it? monster beverages. oh, my goodness. it is like legal crack. come on, now, guys. legal cocaine, of course it is number one stock, are you kidding me? here we go. post-pandemic freedom and well-invested seniors made this the third best stock of 2023. the...
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Apr 23, 2024
04/24
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amazon, google, meta, microsoft, nvidia. this is what the street is looking for. everyone else we're looking for them to be down. it is on big tech to see if they can pull this through. obviously it would have be some great guidance along with that but meantime more and more folks, more and more firms are starting to step away ubs downgraded the segment. they call it the big six but remained overweight on rest of tech plus. that is interesting to underscore. there is more to the market, even to technology than those big megacap names. what have we seen from the megacap stocks? nvidia is still up 54%, but for the month every single one getting crushed. 9%, alphabet 3%, mag-7 overall down 9% coming into the day. so the year has been phenomenal, the month has been shaky and we'll see where we go from here. we're lucky enough to be starting off with data trek research cofounder nicholas collison. nicholas, your thoughts on this sort of last hurrah, if you will for these names? because right now the street is looking for them to do extraordinarily well. this is the fir
amazon, google, meta, microsoft, nvidia. this is what the street is looking for. everyone else we're looking for them to be down. it is on big tech to see if they can pull this through. obviously it would have be some great guidance along with that but meantime more and more folks, more and more firms are starting to step away ubs downgraded the segment. they call it the big six but remained overweight on rest of tech plus. that is interesting to underscore. there is more to the market, even to...
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Apr 22, 2024
04/24
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story impacts a little bit more clear with meta and microsoft. charles: have to ask you tesla it's not a lot they have been here before. is it becoming attractive to y you. >> for me i'm in the margins boat i want to see tesla's management team get on the call tomorrow and i want to hear them talk about when will margins bottom the a.i. impact may be a couple of years out the a.i. problem is very complex is not going to be the first one out the gate like a simple ad software system like facebook or meta it's going to be a couple years out left to get on the call and tell investors when the margins are going to bottom. charles: what is the robo taxi thing i think that's a little corny to put that in the forefront right now. >> is a little corny because what they could be doing is prioritizing the lower-priced vehicle that everyone is waiting for in there's rumors that they put that on pause for the robo taxi and that's not what we want to see in the economy considering average sales are coming down due to weak consumer. i think they could come out
story impacts a little bit more clear with meta and microsoft. charles: have to ask you tesla it's not a lot they have been here before. is it becoming attractive to y you. >> for me i'm in the margins boat i want to see tesla's management team get on the call tomorrow and i want to hear them talk about when will margins bottom the a.i. impact may be a couple of years out the a.i. problem is very complex is not going to be the first one out the gate like a simple ad software system like...
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Apr 19, 2024
04/24
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i'm just renting out the house for this big old house that i've got, you know, a thousand share of microsoft on your screen is $400,000. so i would be selling those at the money 400 calls, charles. charles: all right. each call covers 100 shares. >> yes, sir. charles: jon, thank you so much, my friend. and good luck to your pen. >> stingray bob, let's go. [laughter] charles: all right, folks, president biden said to be the eyeing a declaration of a climate emergency. i mean, i'm sure you feel it out there, right? obviously, many think this is a ploy to sway young vote earth, but it's a heck of a gambit. can't wait to talk to larry kudlow about it right after the break. ♪le ♪ ss and more about discovering magic. rich is being able to keep your loved ones close. and also send them away. rich is living life your way. and having someone who can help you get there. the key to being rich is knowing what counts. charles: to say that my next guest has a bone to pick with the fed might be an understatement. in this breakfast with gave report he who -- wrote, the fed is extremely adept at reportin
i'm just renting out the house for this big old house that i've got, you know, a thousand share of microsoft on your screen is $400,000. so i would be selling those at the money 400 calls, charles. charles: all right. each call covers 100 shares. >> yes, sir. charles: jon, thank you so much, my friend. and good luck to your pen. >> stingray bob, let's go. [laughter] charles: all right, folks, president biden said to be the eyeing a declaration of a climate emergency. i mean, i'm...