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May 9, 2024
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broadcom went up 50%, which is fantastic. apple went down 15%. now we're taking the profits, rotating back into apple from an active management standpoint we just think that broadcom is fully valued here. their growth has been slowing. they still have growth don't get me wrong the way the stock is trading, you determine a multiple on sales with this one, at least the way we're looking at it. for the previous ten years it's traded 7x. that's fine, you can have an appreciation, a premium, a new world order under a.i., but at our methodology we're saying, what if it went 10 times sales the last quarter, we gave it a 20% premium and you're bringing in $130 a share, you're looking at a pretty fairly valued stock here we really like the company we just think there's going to be some time before it can get to the next level where sales growth can catch up to the share price. so we like the stock we just don't like where it's trading. >> inhear you. may 22nd will be an interesting day for the whole universe when nvidia reports we've
broadcom went up 50%, which is fantastic. apple went down 15%. now we're taking the profits, rotating back into apple from an active management standpoint we just think that broadcom is fully valued here. their growth has been slowing. they still have growth don't get me wrong the way the stock is trading, you determine a multiple on sales with this one, at least the way we're looking at it. for the previous ten years it's traded 7x. that's fine, you can have an appreciation, a premium, a new...
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May 21, 2024
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broadcom is next on the list. i know you probably wish you were able to capture that kind of upside, but you're in other names. if that doesn't underscore it, i don't know what does. >> it's cheaper than nvidia but not as cheap as when i was buying it. it was trading at 14 times forward estimates. that's one of the reasons i bought it because it was yielding so much and it is so strong. you're at 30 times forward. their part of a.i. is going to go from 10% of the company, of their semi business last year to 25% by 2025. that's huge growth, too. they benefit as well from the hyper scale spending and they have the best in class margins, free cash flow of $12 billion this year. they will in the fourth quarter will increase their buyback again. they have the vmware which helps in recurring revenues and higher margins and they do have best in class margins. i do think there's a lot to look forward to with regards to broadcom, maybe doesn't get the splash as nvidia does, but that's fine by me. >> citi says they're wildl
broadcom is next on the list. i know you probably wish you were able to capture that kind of upside, but you're in other names. if that doesn't underscore it, i don't know what does. >> it's cheaper than nvidia but not as cheap as when i was buying it. it was trading at 14 times forward estimates. that's one of the reasons i bought it because it was yielding so much and it is so strong. you're at 30 times forward. their part of a.i. is going to go from 10% of the company, of their semi...
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May 28, 2024
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. >> broadcom is down. not like everything is up. amd is up. >> i think the players that are viewed as maybe more like direct beneficiaries may be up. broadcom is a directive beneficiary of ai as well. >> a lot of people make that argument as a cheaper way of playing nvidia at this point it's not that much cheaper. >> it's quite a bit cheaper and still inexpensive. broadcom is a different ai you asked about risks to nvidia one is competition hyper scalers are doing their own. broadcom is doing the work for the hyper scalers. there's only two companies that have material ai stories right now videnvidia and broadc and that's it. >> do we know whether xai will spend all this money with nvidia >> i don't know that we know anything for sure but seems -- does seem they just raised money, does seem they're going to be spending money likely with nvidia if they want to build a super computer over the timeframe they're talking about they don't have any choice. there's one option it's nvidia. >> that's why the stock continues to go up last ques
. >> broadcom is down. not like everything is up. amd is up. >> i think the players that are viewed as maybe more like direct beneficiaries may be up. broadcom is a directive beneficiary of ai as well. >> a lot of people make that argument as a cheaper way of playing nvidia at this point it's not that much cheaper. >> it's quite a bit cheaper and still inexpensive. broadcom is a different ai you asked about risks to nvidia one is competition hyper scalers are doing their...
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May 9, 2024
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but we have done our most work with broadcom so again, a case of a great partner and friend >> a lot of people care about momentum i'm more caring about value. but you give us both because you've been buying back stock, which tells me -- and of course the stock is above what you bought back. but also the visibility you had. in november i know you felt things were a little murky the view that you gave in that recent quarter made me feel like you know, you have more visibility than most companies right now in technology. >> yeah, i think i feel a little blessed. november we were kind of wondering is the cloud going to pivot to ai? does that mean they spent less on cloud and i think the entire cloud capex was still a little bit of a question mark. but today i'm most proud to say we have momentum in three sectors -- the enterprise including the campus, the specialty cloud providers who are building some of their own specialized workloads, and then of course the core cloud titans and ai titans i think our visibility's gotten good across all three and it gives us a great deal of satisfacti
but we have done our most work with broadcom so again, a case of a great partner and friend >> a lot of people care about momentum i'm more caring about value. but you give us both because you've been buying back stock, which tells me -- and of course the stock is above what you bought back. but also the visibility you had. in november i know you felt things were a little murky the view that you gave in that recent quarter made me feel like you know, you have more visibility than most...
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May 6, 2024
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you trimmed broadcom and wells. you sold comcast, our parent. you can hang up your mic and head out to the back alley. somebody will be meeting you out there. the trims of lilly, broadcom and wells? >> all performance based. two of these stocks are stocks up well north of 100% for us. in a very short order, we are still overweight in the stocks and it's right sizing the positions. wells is a little different. i am net interest margin pressures, and, you know, they are investing deeply in the wealth management business, which we think could pressure profitability so we reduced it a bit. >> do you not like the banks here? >> we like jp and wells. wells is one of our holdings, but just a trim. it has performed remarkably since we added it. comcast, the parent of this network actually -- this is a tax loss simply to offset -- >> for you, i bet you have a lemon in your throat right now. >> it's more like a cantaloupe that i have in my throat right now. anyway, we are taking tax losses for all the gains we are taking in the portfolio. >> you bought ib
you trimmed broadcom and wells. you sold comcast, our parent. you can hang up your mic and head out to the back alley. somebody will be meeting you out there. the trims of lilly, broadcom and wells? >> all performance based. two of these stocks are stocks up well north of 100% for us. in a very short order, we are still overweight in the stocks and it's right sizing the positions. wells is a little different. i am net interest margin pressures, and, you know, they are investing deeply in...
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May 23, 2024
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so i'm looking at broad broadcom because they have earning coming up, and after we've seen a big move many nvidia postearnings, i think that's going the add some additional fuel on the fire. so i think broadcom could end up trading up to 1500, maybe 1550 and i'm looking at stocks that have pulled back. amazon made new highs and has pulled back, so i like amazon for a buy between $170-180 which it's at right now, and i also think pal row alto looks great, you know? palo alto. pelosi's still buying, and it's come coming -- [laughter] charles: let me jump on that for a moment because one of the narratives that a lot of folks have been talking about for at least three years, maybe longer, is cybersecurity. now, we all know it's the relevant, but does the inconsistency sometimes bother you particularly with a stock like palo alto? it's not uncommon to be riding it really nicely, earnings come out and you're back to first base with just like monopoly. you don't collect $200, you might have lost it. okay, it got so exciting, i think we actually lost danielle. here's the bottom line, folks, t
so i'm looking at broad broadcom because they have earning coming up, and after we've seen a big move many nvidia postearnings, i think that's going the add some additional fuel on the fire. so i think broadcom could end up trading up to 1500, maybe 1550 and i'm looking at stocks that have pulled back. amazon made new highs and has pulled back, so i like amazon for a buy between $170-180 which it's at right now, and i also think pal row alto looks great, you know? palo alto. pelosi's still...
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May 17, 2024
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broadcom is teaming up with google and others. nvidia has the hardware, the most advanced chips and the most capability for training ai, it also has the software needed to make that work, that it has been developing over decades. it gives them a substantial and defensible lead for many years. that doesn't mean that we won't get news flow that could disturb things. that could cause disruptions in the stock price. in our growth portfolio, nvidia is a substantial position. in our balanced strategy where clients have more conservative views on portfolios, it's a smaller position, because of the volatility we are likely to see as expectations can be disrupted at any time. ed: how are you using ai at home and at work? joanne: from talking to the marketing guys, they are using it to create, we just had a conference, for example, they create a lot of background material, the images. i worked with a colleague recently to do a podcast on behavioral finance. key generated notes using ai. all these great notes. it's impressive. he said he did
broadcom is teaming up with google and others. nvidia has the hardware, the most advanced chips and the most capability for training ai, it also has the software needed to make that work, that it has been developing over decades. it gives them a substantial and defensible lead for many years. that doesn't mean that we won't get news flow that could disturb things. that could cause disruptions in the stock price. in our growth portfolio, nvidia is a substantial position. in our balanced strategy...
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May 8, 2024
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klec, applied materials, broadcom, texas instruments. you call them loss they've had issues in the earnings report. why do you think they're good buys right now >> sorry was that for jeff or todd? >> todd, i'm talking to you. you're the one with the chip stocks. >> i was going to say, jeff, he stole my stocks. we're seeing sort of the more reasonably valued semiconductors appear those guys are acting better in here where if you look at again the rotation, if you look at how the technology sector's made up, semiconductors, hardware, application software, et cetera, the high-flying nvidias, they have fallen out of faber, got quite range-bound, and the lower volume names are doing well. even outside the semi-space, apple made a stance. the earnings report was favorable. dell, i added that to my portfolio, oracle. you have to look at the rotation into value, and we are concerned of a pullback. i'm not saying it's going to happen. >> okay. jeff, we'll come back over to you. we're watching the vix continued to be concerned about the vix after
klec, applied materials, broadcom, texas instruments. you call them loss they've had issues in the earnings report. why do you think they're good buys right now >> sorry was that for jeff or todd? >> todd, i'm talking to you. you're the one with the chip stocks. >> i was going to say, jeff, he stole my stocks. we're seeing sort of the more reasonably valued semiconductors appear those guys are acting better in here where if you look at again the rotation, if you look at how...
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May 20, 2024
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the acceleration of generative ai, service now, samsung, hearing about our partnerships with nvidia, broadcom, microsoft, it's an exciting and action-packed show. ed: ai factories, in march dell said you are trying to simplify the investment. what is nai factory? arthur: artificial intelligence is challenging giving -- given the rapid rate of innovation in the space. we take a consul approach in terms of how we buildout factories. what customers are looking for is needing help for the use case and help and how to do the model selection. i need help in how to do data prep on the architecture, the infrastructure. we bring that strategy to bear in our ai factory, a combination of infrastructure compute network storage, engineered and optimized with the buildout of the partner ecosystem. you will hear from companies like meta, the partnerships that we have their, with consulting services that help customers salary that appointment. ed: our big question throughout the day is who is the buyer of ai factories, right? the story so far has been nvidia selling high-performance gpu to hyperscalers and m
the acceleration of generative ai, service now, samsung, hearing about our partnerships with nvidia, broadcom, microsoft, it's an exciting and action-packed show. ed: ai factories, in march dell said you are trying to simplify the investment. what is nai factory? arthur: artificial intelligence is challenging giving -- given the rapid rate of innovation in the space. we take a consul approach in terms of how we buildout factories. what customers are looking for is needing help for the use case...
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May 16, 2024
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like nvidia or broadcom are beneficiaries, there is a huge supply chain still coming. the cap ex spend with meta will continue to do the cap ex spend ti despite the announcement. the use case is meta is seeing the return on investment and engagement. they will continue. we think that this is one of the technologies which has hit an inflection point and wide scale adoption is just coming down the road. >> you have to be picky. if you look at the 13 filings, amd got a holding and others got an increase. >> amd is trying to be the number two player, but it currently doesn't have orders. microsoft said it will give some shares to it. it is a single-player market right at moment for accelerators. we have a number of companies in the supply chain. the number one lead in high bandwidth and one for liquid cooling. there are a number of companies in the supply chain. you are right. you have to be picky. there's a long way to go. we are six or nine months into the five-month story. >> valuation getting tricky? >> i don't think so in the u.s. i think europe actually has performed
like nvidia or broadcom are beneficiaries, there is a huge supply chain still coming. the cap ex spend with meta will continue to do the cap ex spend ti despite the announcement. the use case is meta is seeing the return on investment and engagement. they will continue. we think that this is one of the technologies which has hit an inflection point and wide scale adoption is just coming down the road. >> you have to be picky. if you look at the 13 filings, amd got a holding and others got...
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May 3, 2024
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broadcom also moving higher. all of them are basically moving higher. on the single-name front apple is a big points contributor. it is on track for its biggest gain since november 2022, because everything is rosy in the world of the iphone. yields pulling back in line with the rate that story we were just talking about. let's also talk about coinbase. coinbase did pretty well. beat the top and bottom line. the stock is down 4.7 percent. a high bar often going into these earnings quarters. and also some questions about cryptocurrency trading, the retail trader, and app-based transactions. delighted to say that alesia haas joints me, along with sonali basak of bloomberg. take it away. sonali: thank you for joining. to speak to what ed was talking about, about this high bar, even though you brought in more than $1 billion of transaction revenue in the first quarter, a lot of investors have questions about that falloff of bitcoin prices in april. how do you think about the more recent drawdown and what it means for you? alesia: i think it is important to z
broadcom also moving higher. all of them are basically moving higher. on the single-name front apple is a big points contributor. it is on track for its biggest gain since november 2022, because everything is rosy in the world of the iphone. yields pulling back in line with the rate that story we were just talking about. let's also talk about coinbase. coinbase did pretty well. beat the top and bottom line. the stock is down 4.7 percent. a high bar often going into these earnings quarters. and...
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May 30, 2024
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risk-adjusted returns are too good and people have been trying to extrapolate that and it's been nvidia, broadcom, amd to a lesser degree. it matters a lot if the market is not going to decide. it's just going rotate away from the overbought area. in theory, we've done that and there are parts of this market that have sold off a little bit and maybe created entry points and breadth divergences as the indeck has held up okay and more often than not result in a positive direction eventually and it's hard to rely on the immediate term as we're getting this big macro number tomorrow. >> we'll be red today, obviously and the single-stock standpoint and all turns are to the pce in a moment and see what happens there and we'll take you through the trade tomorrow. [ closing bell ringing ] >> it was a surprise for most of the day. >> yes, we will. that's mike santoli and he'll be back with us again tomorrow and into o.t. with morgan and john. >>> sales force hitting an air pocket and skewing major averages lower today and the nasdaq finishing near the lows of the session and it's beneath the surface and t
risk-adjusted returns are too good and people have been trying to extrapolate that and it's been nvidia, broadcom, amd to a lesser degree. it matters a lot if the market is not going to decide. it's just going rotate away from the overbought area. in theory, we've done that and there are parts of this market that have sold off a little bit and maybe created entry points and breadth divergences as the indeck has held up okay and more often than not result in a positive direction eventually and...
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May 24, 2024
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>> we know that broadcom does a lot with cell phones. chipotle is the finest in the country. deckers had such a quarter. it was a blowout on so many different levels. vertex is cf but they also have an anti-pain company that is not habit-forming. goldman has been the best performer and finance. we have finance, tax, restaurant, clothing, drug. that is a picture-perfect portfolio. it rocks. we are so not done. we will now go to lori in connecticut. >> booyah. >> booyah, lori. >> thank you for taking my call. i'm a long-term watcher of the show. thank you for all the hard work you do to help your watchers make money. >> thank you. that's what i want. the let's go to work. >> my five stocks are amazon, honeywell, amd, microsoft, eli lilly. am i diversified? >> lori asks a good question. we will let amazon be cloud computing. honeywell diversified manufacturer that we own for travel trust. eli lilly is probably to me the number one drug company in the world. this is what's important. microsoft and amd. we will have to make a choice. we will have to say we want to keep microsoft.
>> we know that broadcom does a lot with cell phones. chipotle is the finest in the country. deckers had such a quarter. it was a blowout on so many different levels. vertex is cf but they also have an anti-pain company that is not habit-forming. goldman has been the best performer and finance. we have finance, tax, restaurant, clothing, drug. that is a picture-perfect portfolio. it rocks. we are so not done. we will now go to lori in connecticut. >> booyah. >> booyah, lori....
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May 22, 2024
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we will get some numbers later on in the upcoming weeks from the likes of broadcom and others, but micron may scloes down the cycle. but you're right. it's a huge number, a show-me stock not only in the tech era but chips as a whole. so any disappointment would raise concerns about the recovery and the chips space on a bigger front. >> thanks a lot for being here. we appreciate it as always. >> thank you, frank. >>> coming up, buying what microsoft is selling. you can see shares are up more than 3%. we'll have that and much more coming up after the break. stay with us. [disconcerting stomach gurgle] not again. maybe i should get this looked at? [suggestive stomach gurgle] zocdoc? [talkative stomach gurgle] you're right, i bet they deal with this all the time. dr. finley really puts you at ease. let's do it! you've got more options than you know. book now. what is cirkul? cirkul is what you hope for when life tosses lemons your way. cirkul is your frosted treat with a sweet kick of confidence. cirkul is the effortless energy that gets you in the zone. cirkul, available at walmart and drink
we will get some numbers later on in the upcoming weeks from the likes of broadcom and others, but micron may scloes down the cycle. but you're right. it's a huge number, a show-me stock not only in the tech era but chips as a whole. so any disappointment would raise concerns about the recovery and the chips space on a bigger front. >> thanks a lot for being here. we appreciate it as always. >> thank you, frank. >>> coming up, buying what microsoft is selling. you can see...
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May 13, 2024
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earnings on the rest of the ai halo >> how about like critical >> if i take three names, broad demo broadcom, cadence design and amd, each had their peak in march. those stocks have done nothing the last 60 days they need something to resurrect performance. and they are reliant to getting something positive from nvidia to do that so i really think that the ai halo is where you want to focus on off this upcoming report sflp we have a news alert regarding the gates foundation >> yes, melinda gates is resigning. in a statement she said it is time for her to move on to the next chapter of her philanthropy she points to the fight for women and girls in the u.s. and around the world and said under the terms of my agreement with bill in leaving the foundation, i will have an additional $12.5 billion to commit to my work on behalf of women and families and says she will share more about what that entails in the future of course she had co-founded the world's largest charitable found indication with her then tuhusbn bill gates the couple pledged publicly to give away at least half their wealth they a
earnings on the rest of the ai halo >> how about like critical >> if i take three names, broad demo broadcom, cadence design and amd, each had their peak in march. those stocks have done nothing the last 60 days they need something to resurrect performance. and they are reliant to getting something positive from nvidia to do that so i really think that the ai halo is where you want to focus on off this upcoming report sflp we have a news alert regarding the gates foundation >>...
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May 15, 2024
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let me say broadcom is in that category of certainly thousand dollar stock. med, med pay which i handed in earlier, it is a company that helps biotechs and pharmaceuticals to do their testing in their business. it is really emerging out of a great base but i can't take credit for smci. that was my model, ash. the model picked it. i give a credit to model and team that helped me build it with you. ashley: very valiant of you, jordan kimmel, great stuff. always great to see you. great information. yes, we're dropping the confetti, the market closing just about 20 seconds from now. look at that, a new record chose for the dow. [closing bell rings] the dow up 342. record close for the s&p, and nasdaq. my goodness, all sorts of records breaking today. thanks for joining us. larry kudlow is next. ♪. larry: hello, folks, welcome did "kudlow," i'm larry kudlow
let me say broadcom is in that category of certainly thousand dollar stock. med, med pay which i handed in earlier, it is a company that helps biotechs and pharmaceuticals to do their testing in their business. it is really emerging out of a great base but i can't take credit for smci. that was my model, ash. the model picked it. i give a credit to model and team that helped me build it with you. ashley: very valiant of you, jordan kimmel, great stuff. always great to see you. great...
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May 16, 2024
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halo, whether it is amd or broadcom or cadence design. very similar to what palo alto delivered in february when it was a disappointing report, but they get the benefit of the doubt. nvidia will get the benefit of the doubt. buyers will resurface. you don't want to move away from technology and i think apple taught us a significant lesson, a punishing lesson about if you move away from technology, we will remind you about our balance sheet as a reason why you don't want to do so. >> your firm owns apple and alphabet and microsoft and meta, so you have a horse in this race, so to speak. what do i do with those? >> absolutely and going back to something i know you talked about in the past. capital spending from these large tech companies. announcements about how much they would spend in 2024 were very large and as you said one spend is another company revenue. we continue to believe that the overall outlook for technology remains positive and as joe mentioned with nvidia next week, the expectations are that a lot of capital spend goes strai
halo, whether it is amd or broadcom or cadence design. very similar to what palo alto delivered in february when it was a disappointing report, but they get the benefit of the doubt. nvidia will get the benefit of the doubt. buyers will resurface. you don't want to move away from technology and i think apple taught us a significant lesson, a punishing lesson about if you move away from technology, we will remind you about our balance sheet as a reason why you don't want to do so. >> your...
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May 23, 2024
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broadcom is more of a factor i would say that when you look at the factors, it is kind of interesting to see some companies up very, very big, and they do deserve it micron you need d-ram arm should be higher because arm is the cpu that's involved i don't know why they're not higher that would be the one. they should be higher than micron, but the one that i want to buy, oh, man, i'm going to commit to this, is tesla jensen says tesla -- if musk has gotten right with jensen, then i want to too. snowflake did come up. snowflake did tell me last night they felt they were the only one that really had this model, the runway model, so to speak, but jensen's got like five other companies that are doing it, but they're not public >> tesla is holding in there this morning there is news, of course, breaking ground on a big factory in shanghai. there is this harris poll data, jim, that shows their trust levels of major brands has fallen from 8 to below 60. they're behind honda, subaru, toyota, ford >> i saw something really funny this morning ford got an upgrade by bernstein because the epoxy i
broadcom is more of a factor i would say that when you look at the factors, it is kind of interesting to see some companies up very, very big, and they do deserve it micron you need d-ram arm should be higher because arm is the cpu that's involved i don't know why they're not higher that would be the one. they should be higher than micron, but the one that i want to buy, oh, man, i'm going to commit to this, is tesla jensen says tesla -- if musk has gotten right with jensen, then i want to too....
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May 9, 2024
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as this massive productivity enhancement tool and then companies such as nvidia and arm and broadcom and marvel are providing solutions to do so these stocks can sometimes get crowded but when it comes to the adoption of a.i., i think we're in year one or two of what could be a multiyear investment cycle. again, it is a productivity enhancement tool and i think the change of these networks from the traditional way over to an accelerated manner, i think it is massively beneficial to semiconductor companies. >> yeah. a good way to end it right there. we have to keep it a bit short today. thank you. >> thank you. >>> as we head to break, look at shares of roblox this is no gain, down 22%, taking it on the chip this morning. we'll tell you why after this break. >>> a quick programming note a big day for fed speak tomorrow cnbc issed to golden valley, minnesota, for a huge interview with two fed presidents, neel kashkarind a austan goolsbee your shipping manager left to “find themself.” leaving you lost. you need to hire. i need indeed. indeed you do. indeed instant match instantly de
as this massive productivity enhancement tool and then companies such as nvidia and arm and broadcom and marvel are providing solutions to do so these stocks can sometimes get crowded but when it comes to the adoption of a.i., i think we're in year one or two of what could be a multiyear investment cycle. again, it is a productivity enhancement tool and i think the change of these networks from the traditional way over to an accelerated manner, i think it is massively beneficial to...
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May 17, 2024
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as well, so i kind of have my shopping list ready, so if we do see a pullback in any of the stocks, broadcom, you know the one and lam the other one i own i would be a buyer but i mean i think it's super important. it's 5% of the s&p 500 in terms of the weighting, as well. >> this may be the one conversation that involves portfolio managers on this network, all of whom do not own nvidia. i don't expect you to because it's not your job to run a portfolio obviously but steph doesn't own it. malcolm, you don't even own it which is kind of a shock to me because you own the other -- many of the other mag seven stocks but aisle sure you have an opinion on what that report means for this overall market and perhaps the stocks that you do hold. >> yeah, i have said it on the network before, and i think it bears repeating that our love affair with a.i. is nowhere near over, in fact, we're probably still in that early infatuation stage where we're just in love with all of the possibilities of what could even be and so i think that nvidia will definitely come out and dazzle us no matter what. they'll te
as well, so i kind of have my shopping list ready, so if we do see a pullback in any of the stocks, broadcom, you know the one and lam the other one i own i would be a buyer but i mean i think it's super important. it's 5% of the s&p 500 in terms of the weighting, as well. >> this may be the one conversation that involves portfolio managers on this network, all of whom do not own nvidia. i don't expect you to because it's not your job to run a portfolio obviously but steph doesn't own...
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May 22, 2024
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we also own broadcom that will make the trips for everybody except intel and samsung pretty much. all the digitals that are made. and when you look at the stock growing, you know, 30%, trading for 20 times earnings. also at the epic? in terms of making the world's greatest chip of this buildout being an incredible stock to own an absolute gift to investors, and we will really see a great opportunity across that infrastructure category. >> we'll talk to you soon. i appreciate your time. it's nice to see you again. it's glen kacher. >> great to see you. >>> coming up, shares of the vaccine makers are popping into today's sessions. we'll tell you what's behind those moves when closing bell comes back after this quick break. were you worried the wedding would be too much? nahhhh... (inner monologue) another destination wedding?? we just got back from her sister's in napa. who gets married in napa? my daughter. who gets married someplace more expensive? my other daughter. cancun! jamaica!! why can't they use my backyard!! with empower, we get all of our financial questions answered. so
we also own broadcom that will make the trips for everybody except intel and samsung pretty much. all the digitals that are made. and when you look at the stock growing, you know, 30%, trading for 20 times earnings. also at the epic? in terms of making the world's greatest chip of this buildout being an incredible stock to own an absolute gift to investors, and we will really see a great opportunity across that infrastructure category. >> we'll talk to you soon. i appreciate your time....
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May 24, 2024
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. >> you also added to lam research and broadcom and freeport this week copper has had a rollover of sorts after being one of the hottest areas. professor, let me end it with you and i will pick up where steph was going, right she likes splits ge, 3m, this one in dupont, says they work overtime i can't imagine you haven't looked at this and studied this and taught about it. does it work >> very little in the short run, it really -- and taking a look, make it is 10 for 1. >> i don't mean stock splits, i mean company splits, ge splitting into different businesses and 3m and dupont announcing that as well. >> okay. i didn't understand. you know what? there was the age back in the '60s of conglomerates, that's the way to go, and then they found out that one ceo can't handle all of those different industries and sectors and all the rest and then we found out we can create value flew splitting up, i mean if the government ever splits up big tech, some of those companies may be worth separately than forth. so yes, i absolutely agree get the expertise funneled in one, two, three managements
. >> you also added to lam research and broadcom and freeport this week copper has had a rollover of sorts after being one of the hottest areas. professor, let me end it with you and i will pick up where steph was going, right she likes splits ge, 3m, this one in dupont, says they work overtime i can't imagine you haven't looked at this and studied this and taught about it. does it work >> very little in the short run, it really -- and taking a look, make it is 10 for 1. >> i...
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May 31, 2024
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the company ceos aren't going to be happy that i'm calling oracle or amd or broadcom or qualcomm a second tier technology company, i'm sorry, but they pale in comparison with respect to, let's say, the big guys. charles: sure. and i think some of those names like qualcomm got a huge upgrade on the price target. is so you're right, folks are looking under the radar for those names. they're big name but just not gargantuan. i've got less than a minute to go. got to get your thoughts on the ped and rate cuts. should we be clamoring for rate cuts knowing that historically in the beginning they're not always that great for the market? >> right. remember, you're cutting rates because the economy is going down. the economy remains strong, wages remain strong. i think more of what's going on is we're entering this period of normality and normalcy where rates are going to be higher for longer meaning not 0%, and i think most near-term investors are kind of shortsighted thinking that we need rate cuts for the stock market to go up. i don't think the fed -- i think it's very likely the fed cuts once
the company ceos aren't going to be happy that i'm calling oracle or amd or broadcom or qualcomm a second tier technology company, i'm sorry, but they pale in comparison with respect to, let's say, the big guys. charles: sure. and i think some of those names like qualcomm got a huge upgrade on the price target. is so you're right, folks are looking under the radar for those names. they're big name but just not gargantuan. i've got less than a minute to go. got to get your thoughts on the ped...
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May 10, 2024
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also, you know, if you want system diversification, broadcom is also a good company, texas instruments in that space. also you've got to look at the manufacturers like applied materials and taiwan semiconductors, also important. but if you really don't know where to put money in the chip space, you can always use an etf like smh which is the semiconductor sector in your portfolio that gives you broad diversitiuation -- diversification across that space. charles: taiwan semiconductor, great news today. i know you've been rebalancing exposure to wrote tilts. what do -- utilities. what do you like about the sector? >> it's all about a.i. at the end of the day. one of the things that's been leading the market has been this whole 56789i. chase, nvidia, amd, microsoft, amazon. the data centers are very important to the structure. the chips that go into it. but you've got to have power for that. and one of the big things over the next few years is going to be developing more power infrastructure to deliver the electricity requirements we need not just for a.u. e, but also electric -- a.i., bu
also, you know, if you want system diversification, broadcom is also a good company, texas instruments in that space. also you've got to look at the manufacturers like applied materials and taiwan semiconductors, also important. but if you really don't know where to put money in the chip space, you can always use an etf like smh which is the semiconductor sector in your portfolio that gives you broad diversitiuation -- diversification across that space. charles: taiwan semiconductor, great news...
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May 3, 2024
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we have made the comparison before, but it is like when boring old broadcom became an a.i. play and there was room for expansion as long as that story seems credible. >> all right, seema, you sat here on post nine and told us what to look out for, from both of these reports yesterday. now they delivered stocks in opposite directions, why? >> there is two reasons behind this outperformance that booking is seeing. it is aggressive spend on marketing at a time when expedia pulled back, really allowing it to gain market share in the home rental category. expedia is experiencing a slower than expected recovery. booking also pivoted into international at the right time. they're seeing china, japan, europe sales increase, this is a region -- country specifically where expedia has less of a presence. this is the last quarter for peter kearn who led expedia since 2020. still a number of price target cuts on the stock this morning, scott, so what we want to see how this company turns around and when this technology migration will start to pay off. i will point out they did reiterate
we have made the comparison before, but it is like when boring old broadcom became an a.i. play and there was room for expansion as long as that story seems credible. >> all right, seema, you sat here on post nine and told us what to look out for, from both of these reports yesterday. now they delivered stocks in opposite directions, why? >> there is two reasons behind this outperformance that booking is seeing. it is aggressive spend on marketing at a time when expedia pulled back,...
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May 30, 2024
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nvidia with the fellow travelers of broadcom and dell and super micron on a given day. as carl was mentioned, massive divergence to the s&p and dow, a lot has to do with nvidia. nvidia is responsible for more than a third of the market cap that's been gained by the s&p this year. and nvidia is not in the dow. >> that's a good stat. >> and so that seems to be -- >> yes, exactly. >> not yet. until 10 for 1 split takes effect and panic and they feel like they have to have -- it's also, by the way, the second weather in the s&p ahead of apple because of the float adjustment to apple. >> it's also the end of the month tomorrow, right? >> it is the end of the month tomorrow and i don't know how that plays, except, you know, one thing the s&p has been flirting with this 5250 level, the march high as i was saying earlier and also last week's low, so it seems like below that, the mechanics of the market start to get a little more maybe a little bit more volatile, twitchy. >> mike santoli. 15 retail names have reported in the last 24 hours. we're going to get you some of the key
nvidia with the fellow travelers of broadcom and dell and super micron on a given day. as carl was mentioned, massive divergence to the s&p and dow, a lot has to do with nvidia. nvidia is responsible for more than a third of the market cap that's been gained by the s&p this year. and nvidia is not in the dow. >> that's a good stat. >> and so that seems to be -- >> yes, exactly. >> not yet. until 10 for 1 split takes effect and panic and they feel like they have...
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May 21, 2024
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yesterday was a day where bro broadcom, we're talking about a top ten company in america. i asked jensen whether he would split the stock, the ceo of nvidia. he said, well, i'll consider it. do you know what would happen if they split that stock? a 10% move. it would be insane. it would be based on nothing. >> we'll get a 10 for 1 lrcx along with a big buyback today. >> lamb has always been much more pro shareholder than the others. i have to tell you i think lam is the intellectual property of so many -- when you say you want to build -- secretary raimundo said i wanted to build a fab, this is what america really makes. kla, lam, this is what we really do. even in taiwan semi, you go in and think it's all taiwan. it's american. >> there's a fascinating story about asml and taiwan semi being able to, what, turn off the chip machines if china invades taiwan. >> in the event of nuclear war, we're fine. that was the strangest story. well, i didn't know we were about to go to work. if we do, thank heaven asm's big systems will still work. we can pull the plug. no, no. guys, le
yesterday was a day where bro broadcom, we're talking about a top ten company in america. i asked jensen whether he would split the stock, the ceo of nvidia. he said, well, i'll consider it. do you know what would happen if they split that stock? a 10% move. it would be insane. it would be based on nothing. >> we'll get a 10 for 1 lrcx along with a big buyback today. >> lamb has always been much more pro shareholder than the others. i have to tell you i think lam is the intellectual...
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May 31, 2024
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vector etf the smh it makes up roughly 23% of the weather there if you add in taiwan semiconductor and broadcom as well, those three stocks make up roughly 42% of that particular etf. so they are the driving force behind the out performance and it's mostly nvidia as you can see here the under performance in three very heavily weighted stocks within the software ishares etf, which are salesforce and no surprise the last couple days here have been rougher for them. adobe and intuit these three names in the software side of things have been more severe under performers and make up roughly 22% of the etf in total. as we talk about this divergence, it comes down to whether or not the story will change with regard to the ai influence on certain software stocks for right now, though, the narrative is overwhelmingly on that chips side of things i'll send things back over to you. >> the salesforce numbers did not help thank you. >>> bitcoin on pace to beat the s&p 500 this month we're going to head live to austin for the latest from one of the biggest crypto conferences next >>> watch ulta beauty beatin
vector etf the smh it makes up roughly 23% of the weather there if you add in taiwan semiconductor and broadcom as well, those three stocks make up roughly 42% of that particular etf. so they are the driving force behind the out performance and it's mostly nvidia as you can see here the under performance in three very heavily weighted stocks within the software ishares etf, which are salesforce and no surprise the last couple days here have been rougher for them. adobe and intuit these three...
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May 28, 2024
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look at a company like broadcom. it's more diversified. it's not only in the iphone, but it's also enabling ai inference clips with the collaboration with google, so, you know, that's an opportunity, plus they're diversified into enterprise and cloud they have yet to report coming up in a couple weeks, look for weakness on the cloud and enterprise side but their ai in cloud is strong and they generally have high margin businesses because of their deep technology moats >> we're in growth mode for all these companies in terms of adoption and demand, but how do you think about the sustainability of revenue growth for some of these companies that are in early and how long that lasts? >> you know, sara, so interesting to look at those nvidia numbers as just an exclamation point on how the world has changed. you know, you look at their growth last quarter, 460% earnings growth, boy, that's going to drop an awful lot this quarter only 260% earnings growth but this is just this big step up change in the opportunity ahead of them. a year from now,
look at a company like broadcom. it's more diversified. it's not only in the iphone, but it's also enabling ai inference clips with the collaboration with google, so, you know, that's an opportunity, plus they're diversified into enterprise and cloud they have yet to report coming up in a couple weeks, look for weakness on the cloud and enterprise side but their ai in cloud is strong and they generally have high margin businesses because of their deep technology moats >> we're in growth...
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May 8, 2024
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so is broadcom, by the way >> nadella on "good morning america" today when we come back cramer's "mad dash," a lot of names we haven't fureinheeno t. tus t red stay with us i can't believe you corporate types are still calling each other rock stars. you're a rock star. we're all rock stars. oooo look look at my data driven insights, i'm a rock star. great job putting finance and hr on one platform with workday. thank you! guys, can you keep it down. i'm working. you people are (guitar noises). hand over the air guitar. i've got another one. it's a beautiful... ...day to fly. wooooo! >>> take a look at laggards to start the morning. uber is number two there we just mentioned the bookings number, roughly in line, you could argue, but mostly the guidance for q2 bookings ends up being a bit light. we'll keep an eye on that name, which looks to open down about 8% opening bell is coming up in a few moments, and don't forget, you can catch us any time, anywhere, just listen to and follow the "squawk on the street: opening bell" podcast. ♪ (alarm sound) ♪ amelia, turn off alarm. amelia, w
so is broadcom, by the way >> nadella on "good morning america" today when we come back cramer's "mad dash," a lot of names we haven't fureinheeno t. tus t red stay with us i can't believe you corporate types are still calling each other rock stars. you're a rock star. we're all rock stars. oooo look look at my data driven insights, i'm a rock star. great job putting finance and hr on one platform with workday. thank you! guys, can you keep it down. i'm working. you...
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May 10, 2024
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constellation energy leading the ndx for the week farther down the list you'll find crowdstrike, meta, costco, broadcom, texan with the dow up 154. ayh itus meritrade, unlocking the power of thinkorswim, the award-winning trading platforms. bring your trades into focus on thinkorswim desktop with robust charting and analysis tools, including over 400 technical studies. tailor the platforms to your unique needs with nearly endless customization. and track market trends with up-to-the-minute news and insights. trade brilliantly with schwab. the future is not just going to happen. you have to make it. and if you want a successful business, all it takes is an idea, and now becomes the future where you grew a dream into a reality. the all new godaddy airo. put your business online in minutes with the power of ai. (grunting) at morgan stanley, old school hard work meets bold new thinking. (laughter) at 88 years old, we still see the world with the wonder of new eyes, helping you discover untapped possibilities and relentlessly working with you to make them real. old school grit. new world ideas. morgan stanl
constellation energy leading the ndx for the week farther down the list you'll find crowdstrike, meta, costco, broadcom, texan with the dow up 154. ayh itus meritrade, unlocking the power of thinkorswim, the award-winning trading platforms. bring your trades into focus on thinkorswim desktop with robust charting and analysis tools, including over 400 technical studies. tailor the platforms to your unique needs with nearly endless customization. and track market trends with up-to-the-minute news...
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May 23, 2024
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tails catching other tech companies pre-market gains for other computer chip makers, micro devices, broadcom and others as well high-end computer server makers, super microcomputer as well. even in positivity for digital real estate companies. right? data center companies. look at those names. digital realty 1.25% as well cap things off with the enterprise technology space ecosystem as well. a couple analysts calls helping to add tailwinds to more than just nvidia's tailwinds. dell and enterprise getting both added to the tactical outperform lichte of evercore ahead of respective earnings report expecting better than expected results for prints in both for more and other top analyst calls head to cnbc.com/pro subscribers get more details, analysis in those stories, mike. nvidia, tech, the whole ecosystem all up going to be the talk for a while. sends it back to you. >> fascinating, dom. center considering jensen wang after the earnings report yesterday pointed out the reason we're getting all of these orders, reason demand continues to abstract supply, because everybody in this world said th
tails catching other tech companies pre-market gains for other computer chip makers, micro devices, broadcom and others as well high-end computer server makers, super microcomputer as well. even in positivity for digital real estate companies. right? data center companies. look at those names. digital realty 1.25% as well cap things off with the enterprise technology space ecosystem as well. a couple analysts calls helping to add tailwinds to more than just nvidia's tailwinds. dell and...
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May 23, 2024
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broadcom too. amd up in the premarket as well. when you go through these names what is and is not driven by this theme in the equity market right now, given utilities are up a percent this month? sarah: i think a lot of the stock market is hanging onto not just the idea of ai in and of itself, but the productivity gains it is going to bring. i think that has been the biggest question. what happens coming out of this pandemic and what is going to fuel growth in the economy? this is at least giving the market a story to tell itself. whether or not that is going to happen in the timeframe people are looking for, someone was talking about how long it takes to permit. it was a longtime friend that it is going to take. you have an infrastructure bill that is going to go on here. i think as we get more use cases that seems like something we can continue to think about. if it turns out this does not work as well, or it is not giving that productivity, that will be a different story. but we are not even close to that yet. lisa: what i find
broadcom too. amd up in the premarket as well. when you go through these names what is and is not driven by this theme in the equity market right now, given utilities are up a percent this month? sarah: i think a lot of the stock market is hanging onto not just the idea of ai in and of itself, but the productivity gains it is going to bring. i think that has been the biggest question. what happens coming out of this pandemic and what is going to fuel growth in the economy? this is at least...