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May 22, 2024
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a cnbc contributor, josh brown. ceo, cofounder. and also a cnbc contributor of the star analyst, stacey rascon with us as well of bernstein. we all know what's at stake here. josh brown, why don't you tell us as a long standing shareholder of nvidia. how are you thinking about this report tonight? >> yeah, i feel i've grown up with nvidia. it's been with me for a long time. look, i feel that this is such a hard story, believe it or not. you're up in this name, you're in this name for the thousands of percentage points. the problem what makes it harder normally when you have a stock that goes up this much. you say to yourself, okay, it's an easy sell because the valuation has caught up with the fundamentals. now it's outdone its fundamentals. unfortunately nvidia doesn't make it that easy for you. it just has not outdone its fundamentals yet. it could happen, hasn't happened. here is the exactly i want to give you. in january of 2023, people were saying nvidia's 45 times earnings, the average semi is $18, it's too expensive. we unde
a cnbc contributor, josh brown. ceo, cofounder. and also a cnbc contributor of the star analyst, stacey rascon with us as well of bernstein. we all know what's at stake here. josh brown, why don't you tell us as a long standing shareholder of nvidia. how are you thinking about this report tonight? >> yeah, i feel i've grown up with nvidia. it's been with me for a long time. look, i feel that this is such a hard story, believe it or not. you're up in this name, you're in this name for the...
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May 16, 2024
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joining me stephanie link, josh brown, bill baruch, jim lebenthal. we'll show you the rest of the markets, too. carl was just telling you, we're hanging out above 5,300 on the s&p 500. you've had new highs for the nasdaq as well. let's kick this around, gang. josh brown, i love your general thoughts and perspective on hitting this milestone. i'm not sure many thought back in april we would be here today, maybe one day but not this soon. >> you and i talked about this a little bit yesterday. the number one thing the bears got round was not the macro, in fact, the bears talking about persistently high inflation and higher for longer interest rates, they got all of that right. the thing that was missed by the people telling you to get out of stocks or to prioritize money market funds over long-term investing, what they missed was the unbelievable earnings power at the 500 best companies in the world which comprise the s&p names. and that continues. we're seeing some of the best earnings growth we've seen in years right now. there was no mean reversion i
joining me stephanie link, josh brown, bill baruch, jim lebenthal. we'll show you the rest of the markets, too. carl was just telling you, we're hanging out above 5,300 on the s&p 500. you've had new highs for the nasdaq as well. let's kick this around, gang. josh brown, i love your general thoughts and perspective on hitting this milestone. i'm not sure many thought back in april we would be here today, maybe one day but not this soon. >> you and i talked about this a little bit...
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May 2, 2024
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i do like it i think there's support. >> josh brown? >> all the stuff in the prologis warehouse needs to be connected to the cloud, that's what it does that's what this business is about. almost nobody knows this company. i'm very excited >> lastly, about apple, just one last thought before we go. i guess this is the time where this stock doesn't hold as much importance as it once did to the broader market picture, does it? >> right >> at least right now. >> so does the market quote unquote need apple no, because the market cap that comes out of apple goes into nvidia, and we're fine >> a lot of investors need apple. it's the second largest stock now in the market. so it's still obviously important. we'll take you right up to it $172 is where that stock is trading. i'll see you on "closing bell. i'mdomdo dom i'll see you on "closing bell. i'mdom dominic chu the fed was less hawkish than feared, so what does that mean our guest says you don't want to get caught with fomo she's here with what she means and what she's buying. >>> shares of
i do like it i think there's support. >> josh brown? >> all the stuff in the prologis warehouse needs to be connected to the cloud, that's what it does that's what this business is about. almost nobody knows this company. i'm very excited >> lastly, about apple, just one last thought before we go. i guess this is the time where this stock doesn't hold as much importance as it once did to the broader market picture, does it? >> right >> at least right now. >>...
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May 9, 2024
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joining me for the hour, josh brown, liz young, jim lebenthal. we're at post 9. we checked the markets we are green across the board. a nice little turn here. the dow is good for 160. the s&p hasn't closed above 5200 in a month since april 9th so we need to watch that and we will over the next hour. there's the nasdaq turning green as well. two areas of tech doing two distinctly different things. you're getting buying on the dips in mega cap and selling in the more growthy, high beta type e-commerce names, roblox, shopify, palantir, airbnb, match, uber. all of those are down reasonably significantly, certainly at the top of the list since they reported earnings. all of those mega cap stocks are up week to date. >> ask yourself the question, what's the difference between the growthy mid and large cap technology names you just cited and the mega caps, besides the size, what's the main difference to me, the main difference is the mega caps represent stability, represent reliability, and have the ability to cut costs and get their way to better and better earnings ea
joining me for the hour, josh brown, liz young, jim lebenthal. we're at post 9. we checked the markets we are green across the board. a nice little turn here. the dow is good for 160. the s&p hasn't closed above 5200 in a month since april 9th so we need to watch that and we will over the next hour. there's the nasdaq turning green as well. two areas of tech doing two distinctly different things. you're getting buying on the dips in mega cap and selling in the more growthy, high beta type...
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May 3, 2024
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let's bring in cameron dawson and josh brown, josh a cnbc contributor. to you first, josh, just to expand on apple. as a shareholder, obviously, this is a great day for you and many others. >> it is. and i was definitely concerned going into the number, not because the expectations were high. in fact, they were very low. especially this stuff around china and iphone sales. but i really wasn't fully convinced that they would be able to tell a story on the services side that warranted continued belief in that being the metric. but they were. they blew it out, actually. so, yes, there is still a hardware issue. what is the thing that is going to make my wife, my kids, myself, want to go and get the next iphone? i'm on a 13 pro max right now. and i am usually somebody who has the newest model. so, like, what is the thing? i agree with what erik had to say. i would also point out, apple has no problem doing things that are not backwards compatible. think about the way they just randomly decided they're going to change the charger port. everybody has to get th
let's bring in cameron dawson and josh brown, josh a cnbc contributor. to you first, josh, just to expand on apple. as a shareholder, obviously, this is a great day for you and many others. >> it is. and i was definitely concerned going into the number, not because the expectations were high. in fact, they were very low. especially this stuff around china and iphone sales. but i really wasn't fully convinced that they would be able to tell a story on the services side that warranted...
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May 21, 2024
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josh brown, up 90% in six months. today the price target gets maintained at 28 and the stock did get downgraded to neutral from outperform at baird. they love the name. they love the story, but it's had a huge run in recent months as they point to. how should we think about this now? >> i think that's a fair statement. it has had a huge run but has cooled off lately. the rsi is now down to 57. so it had a big rally. it looks like it's consolidating that. we're about 6% below the 52-week highs, but we're still 8% above the 50-day moving average, 30% above the 200. so we are firmly in an up trend, but, you know, stocks don't double and then double again overnight without that big of a fundamental change and really what this company is doing is when they report earnings, they're just letting you know what their progress is on further penetrating total addressable market and they're doing great. i'm going to remain long here. i don't need it to keep rallying the way it's been. it's perfectly fine if the stock takes a brea
josh brown, up 90% in six months. today the price target gets maintained at 28 and the stock did get downgraded to neutral from outperform at baird. they love the name. they love the story, but it's had a huge run in recent months as they point to. how should we think about this now? >> i think that's a fair statement. it has had a huge run but has cooled off lately. the rsi is now down to 57. so it had a big rally. it looks like it's consolidating that. we're about 6% below the 52-week...
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May 7, 2024
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josh brown, you've been in this name a long time what do you make of the move right here >> well, i obviously agree with it i've been long this name since the summer of 2020 it's up 400% it is the best performer of the larger cap security names. i believe that quality in the space matters. i don't think there are going to be ten relevant companies for very much longer, because if you're a fortune 500 company or you're a large governmental body or a municipal agency, if your reputation is on the line, ultimately you will end up choosing the highest quality provider so you don't go -- so you don't lose your job. you don't destroy your reputation as a professional so we've seen that in this space over the decades, this new generation of a.i.-enabled machine learning enable d requires that you have a large concentration of users and crowdstrike has figured out that equation. they've done so for a long time. and i think that's why, ultimately, you're going to see a lot of concentration of customers at the larger companies. i think this is best in breed, and i think george kurtz is a genius i'm a l
josh brown, you've been in this name a long time what do you make of the move right here >> well, i obviously agree with it i've been long this name since the summer of 2020 it's up 400% it is the best performer of the larger cap security names. i believe that quality in the space matters. i don't think there are going to be ten relevant companies for very much longer, because if you're a fortune 500 company or you're a large governmental body or a municipal agency, if your reputation is...
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May 14, 2024
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joining me josh brown, amy raskin, sarat sethi and jim lebenthal. moving around, the dow is a touch negative. we need about 30 points or so for the new record high. 5254 is the nem to keep your eye on and we'll get to the markets. we do want to get to a number of moves we have today because we're pretty active in the investment committee. amy raskin, i start with you. you sold nike. >> yep. >> seems to me from the notes here you had it. >> we trimmed half our position, we spoke about a couple months ago, but we're done. the company is just not executing as well as it should. the brand is still great. we could come back to it at some point, but they're not executing right now. china is a risk for them, and, so, we're out of the position. >> the stock is down 14% year to date, down more than 20% over a year. they certainly have had what i think people would suggest is an innovation slowdown. >> yep. >> the company sort of acknowledged that. they blamed remote work. >> which was terrible. >> -- for that. >> their competitors somehow figured it out. >>
joining me josh brown, amy raskin, sarat sethi and jim lebenthal. moving around, the dow is a touch negative. we need about 30 points or so for the new record high. 5254 is the nem to keep your eye on and we'll get to the markets. we do want to get to a number of moves we have today because we're pretty active in the investment committee. amy raskin, i start with you. you sold nike. >> yep. >> seems to me from the notes here you had it. >> we trimmed half our position, we...
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May 20, 2024
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. >> funny, scott, i think it was last year, both josh brown and i had ita as one of our top four picks, and both bowing and lockied smoked us. it's up roughly half, and what you are saying about ita, it's even worse, it's 12% of the construction of that i think from a portfolio construction standpoint, you cannot own all of the same things having optionality to gent geopolitical tension, or the demand for air crafts in the economy is not a bad thing to have in a portfolio right sized. >> mike santoli will join us next with his midday word. we'll be right back. >>> too often the ai community is seeing us as a minority, quiet, hard working and good student. that often means we are often forgotten. it took me years to find my voice, to advocate for myself in the workplace. remember, a diverse view point is important and ultimately benefits the bottom line and they don't 'circle back', they're already there. they wear business sneakers and pad their keyboards with something that makes their clickety-clacking... clickety-clackier. but no one loves logistics as much as they do. you need tamr
. >> funny, scott, i think it was last year, both josh brown and i had ita as one of our top four picks, and both bowing and lockied smoked us. it's up roughly half, and what you are saying about ita, it's even worse, it's 12% of the construction of that i think from a portfolio construction standpoint, you cannot own all of the same things having optionality to gent geopolitical tension, or the demand for air crafts in the economy is not a bad thing to have in a portfolio right sized....
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May 15, 2024
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cameron dawson with josh brown onset. we'll see where we close. we have new closing highs across the board. steven weiss? better late than never, thanks for joining us today. >> my pleasure. >> your final trade? >> bellski planned it, so i couldn't compete with him. meta still has some catching up to do. the stock was over $500 before they announced the earnings, it's got more than halfway there. i still think it goes. >> thank you for that. >> kerry firestone? >> i'm going to pick american tower. the cell tower business is strong. another positive and it's crossing its 50-day moving average. >> joe snmplt >> strong breakout in the home builders? lennar is at an all-time high. >> apple is the first time above $190 since february 7th. that's where that stock sits. it's helping the dow to a new closing high. we'll see how it plays out over the final hour when i see you at 3:00 eastern time. "the exchange" begins right now. ♪ ♪ >> thank you very much, scott. welcome to "the exchange." i'm kelly evans. here's what's ahead on what's shaping up to b
cameron dawson with josh brown onset. we'll see where we close. we have new closing highs across the board. steven weiss? better late than never, thanks for joining us today. >> my pleasure. >> your final trade? >> bellski planned it, so i couldn't compete with him. meta still has some catching up to do. the stock was over $500 before they announced the earnings, it's got more than halfway there. i still think it goes. >> thank you for that. >> kerry firestone?...
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May 22, 2024
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josh brown, bryn and stacey will be with us also, we'll hit everything i hope you'll join me now. now to "final trades." joe snmplt >> so i've already said i believe nvidia goes above $1,000 but the certain about nvidia tonight and the effect on the market, what you do is buy puts on the smh >> jason snipe >> walmart really strong quarter and e-commerce sales up 21%. i like this one. >> focus on that and farmer jim >> vertex. it's spent a lot of this year consolidating but today set a new all-time high. it's clearly going higher from here >> you guys have a good day. i'll see you on "closing bell. "the exchange" begins right now. is>>> thank you, spot. welcome to "the exchange." i'm kelly evans. here's what's ahead this hour. we didn't get a recession, but the market is behaving as though we just came out of one. that's how our market guest sees it, and he sees opportunities because of that. he brings three names he likes and we'll talk commodities and what's going on there. >>> here comes nvidia. our trader is watching a very specific level, and she's prepared to make a move. she
josh brown, bryn and stacey will be with us also, we'll hit everything i hope you'll join me now. now to "final trades." joe snmplt >> so i've already said i believe nvidia goes above $1,000 but the certain about nvidia tonight and the effect on the market, what you do is buy puts on the smh >> jason snipe >> walmart really strong quarter and e-commerce sales up 21%. i like this one. >> focus on that and farmer jim >> vertex. it's spent a lot of this year...
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May 17, 2024
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i like what josh brown told us yesterday about why it's been so wrong to be a bear. let's listen. >> the number one thing that the bears got wrong was not the macro. in fact, the bears, who were talking about persistently high inflation and higher for longer interest rates, they got all of that right. the thing that was missed by the people who were telling to you get out of stocks or to prioritize money market funds over, you know, long-term investing, what they missed was the unbelievable earnings power at the 500 best companies in the world which comprised the s&p names, and that continues. we're seeing some of the best earnings growth we've seen in years. >> weiss, it's kind of been the great miscalculation this notion that higher rates were going to kill multiples, were going to put the economy into the can and all of that, it turns out it hasn't happened. now the bears may, you know, get pieces here and there, but what do you make of josh's point and what we showed you on the wall here of all of those things that have worked quite well for investors over the la
i like what josh brown told us yesterday about why it's been so wrong to be a bear. let's listen. >> the number one thing that the bears got wrong was not the macro. in fact, the bears, who were talking about persistently high inflation and higher for longer interest rates, they got all of that right. the thing that was missed by the people who were telling to you get out of stocks or to prioritize money market funds over, you know, long-term investing, what they missed was the...
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May 15, 2024
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we will ask our experts over this final stretch including writ holds wealth management, josh brown, and new hedge cameron dotson with me. in the meantime, let's see the scorecard with 60 minutes to go in regulation. a cooler than expected cpi report, and we are watching the dow closely, should be a brown -- up 3807 for a new high and as you can see, we are above that
we will ask our experts over this final stretch including writ holds wealth management, josh brown, and new hedge cameron dotson with me. in the meantime, let's see the scorecard with 60 minutes to go in regulation. a cooler than expected cpi report, and we are watching the dow closely, should be a brown -- up 3807 for a new high and as you can see, we are above that
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May 3, 2024
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cameron dawson, josh brown. weiss, "final trades." >> i bought more netflix for those experiencing jomo, joy of missing out. stock is back on its way. >> home depot, $18 billion in free cash flow. >> materials. >> good weekend, everybody. i'll see you on "closing bell." >>> welcome to "the exchange." i'm dominic chu in for kelly evans. here's what's ahead on the show. we have a weaker than expected jobs report last month, a more dovish than expected powell, so did that just change the whole rate cut timeline, and is it presenting new opportunities in this market? we'll talk about all of that. plus, there was one thing in apple's report that makes our analyst worry a bit. we'll tell you what it is and how to trade that stock from here, and then starbucks,
cameron dawson, josh brown. weiss, "final trades." >> i bought more netflix for those experiencing jomo, joy of missing out. stock is back on its way. >> home depot, $18 billion in free cash flow. >> materials. >> good weekend, everybody. i'll see you on "closing bell." >>> welcome to "the exchange." i'm dominic chu in for kelly evans. here's what's ahead on the show. we have a weaker than expected jobs report last month, a more...
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May 16, 2024
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. >> josh brown this >> brk, an upcoming name. i think this has something going on. >> that would be berkshire hathaway. dow is just below 40,000 after topping it for the first time ever earlier in the session. i'll take you through the final stretch at 3:00. "the exchange" is now. ♪ ♪ >> thank you very much, scott. welcome to "the exchange." i'm kelly evans and here's what's ahead. it's a milestone moment for sure. the dow hitting 40,000 for the first time ever. but can the bulls keep it going? our market guest has some concerns about the strength of the economy and the consumer. here's here with what makes him worry and what he's still buying. >>> and one of our guests is hoping to attract a particular kind of consumer. we'll tell you who, how and why they're on this year's disrupter 50s list. >>> and is the latest tech a killer or catalyst for language learning companies? the ceo says he's welcoming it with open arms and joinstous make his case. let's start with dom chu with the numbers. >> so if you talk about -- let's jus
. >> josh brown this >> brk, an upcoming name. i think this has something going on. >> that would be berkshire hathaway. dow is just below 40,000 after topping it for the first time ever earlier in the session. i'll take you through the final stretch at 3:00. "the exchange" is now. ♪ ♪ >> thank you very much, scott. welcome to "the exchange." i'm kelly evans and here's what's ahead. it's a milestone moment for sure. the dow hitting 40,000 for the...
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May 8, 2024
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let's ask josh brown, the cofounder and ceo of management. a cnbc contributor is here with me. it is good to see you. >> it's good to see you. growth is the story of the day today. mostly ones that are getting wrecked which is like shop if i shopify, uber. what you make of the trade in general? >> we are tracing the enthusiasm that we came in with. all about from the fall into the early spring and april was the worst month we have seen in quite a while. i think that that was really a precursor to some of the reactions that we are now getting after earnings reports. technology stocks, even the beats. the average company reporting is negative. i don't miss anything to do with whether or not the growth rate can survive. i think it is a very short term phenomenon and i think most of it has more to do with where we are versus what is actually being reported. that is actually the good news. the number one thing, scott, but i want you and the viewers to keep in mind is this. on wall street, there is no such thing in our language as good or bad. these two things don't exist. there is o
let's ask josh brown, the cofounder and ceo of management. a cnbc contributor is here with me. it is good to see you. >> it's good to see you. growth is the story of the day today. mostly ones that are getting wrecked which is like shop if i shopify, uber. what you make of the trade in general? >> we are tracing the enthusiasm that we came in with. all about from the fall into the early spring and april was the worst month we have seen in quite a while. i think that that was really...
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May 15, 2024
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we will ask our experts over this final stretch including writ holds wealth management, josh brown, and new hedge cameron dotson with me. in the meantime, let's see the scorecard with 60 minutes to go in regulation. a cooler than expected cpi report, and we are watching the dow closely, should be a brown -- up 3807 for a new high and as you can see, we are above that level. closing high for the s&p and for the nasdaq and also extending that, 5300 on the nose there for s&p 500, so we will track all of it over this next hour of trade. rates are lower across the board and that means tech, utilities are leading the way, too. let's take a look, there is text, utilities, and small-cap getting a nice bump, as well. apple has been on the tear lately, now back above $900 per share. or, 190, i meant. $190. i'm getting a little bit ahead of myself. let's get to the ai announcement first. maybe an iphone refresh. you get where i'm going. technology will be here later to give us that story. that gives us to our talk of the take, whether it is okay to be bullish on stocks. let's talk to josh and came
we will ask our experts over this final stretch including writ holds wealth management, josh brown, and new hedge cameron dotson with me. in the meantime, let's see the scorecard with 60 minutes to go in regulation. a cooler than expected cpi report, and we are watching the dow closely, should be a brown -- up 3807 for a new high and as you can see, we are above that level. closing high for the s&p and for the nasdaq and also extending that, 5300 on the nose there for s&p 500, so we...
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May 2, 2024
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that is the planning process, for the saint patrick's day parade, chief brown and section chief josh smith do a fantastic job bringing in individuals from the field to include battalion chiefs, firefighters, lieutenants and captains to build out the event. action plan that consists of, organization and, or organizational structure , it outlines a communications plan, a response plan, a contingency plan, a medical plan , and so forth, it also as well as messaging, so they're just doing a fantastic job of not only developing that plan, but developing our folks in the field to continue to bring them in so that when we have a large incident in san francisco, that we'll be able to bring those folks in and be able to manage that plan throughout multiple operational periods, at the top, what you see is a, an exercise that chief brown had coordinated. that is the active shooter exercise. and i did put this in the chief brought it up. this was the exercise at the division of training. this is actually happened in april. i bring it today. due to lieutenant sylvester's, funeral, lieutenant, syl
that is the planning process, for the saint patrick's day parade, chief brown and section chief josh smith do a fantastic job bringing in individuals from the field to include battalion chiefs, firefighters, lieutenants and captains to build out the event. action plan that consists of, organization and, or organizational structure , it outlines a communications plan, a response plan, a contingency plan, a medical plan , and so forth, it also as well as messaging, so they're just doing a...