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May 30, 2023
05/23
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other ways to play, it would be the picks and shovels, microsoft also, microsoft you get all the different verticals with them. you get everything from gaming to networks and so forth. amd is another one participating in a big way. i would stay away from some companies -- we've had conference calls that will come on and say we're a.i. those are the dot-com days. you want the pick and shovels, microsoft, amd, if you say nvidia has gone too far, too fast, those are the go to names we're looking at for the gold rush we're having. maria: what about it? has it gone t fast? >> this happened with microsoft and nvidia, they raised guidance and analysts jump on and they're late to the party. we don't know where this is going to go. before earnings we took some money off the table, 100 points and here it goes again. it's hard to even place this bend, ram type of valuation to this current market. a.i. is going to be much bigger than cloud. i thought cloud did great a few years ago for amazon and microsoft. this is a 10x. maria: we also have a lot of economic data and we've got the federal reserve mee
other ways to play, it would be the picks and shovels, microsoft also, microsoft you get all the different verticals with them. you get everything from gaming to networks and so forth. amd is another one participating in a big way. i would stay away from some companies -- we've had conference calls that will come on and say we're a.i. those are the dot-com days. you want the pick and shovels, microsoft, amd, if you say nvidia has gone too far, too fast, those are the go to names we're looking...
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May 24, 2023
05/23
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>> yeah, clearly, i mean microsoft and anyone nvidia the winners but i think for microsoft right now the chatgpt, and for every hundred dollars cloud revenue increased 35 to 40 years of that over coming years right now, microsoft and anyone nvidia top everyone chased that i view it my opinion, 22 years covering tech stocks, transformational themes we've covered. >> can you quantify where 800-billion-dollar number you think artificial intelligence 800-billion-dollar business i am with you love your preaching to choir but where does that 800 come from. >> sure, basing all work over the last few months, we basically believe for every 100 dollars of cloud, there is about 30, to 40 dollars of that has on a.i., so when you start to trajectory that out that would conservatively be 8 hundred billion over next decade clearly could be more, but i think really, right now this is a "game of thrones" getting played out microsoft nvidia are you have apple meta google chasing after them. >> you are conservative i was reading estimate from pwc, cease ai economy contributing 15 trillion to the global
>> yeah, clearly, i mean microsoft and anyone nvidia the winners but i think for microsoft right now the chatgpt, and for every hundred dollars cloud revenue increased 35 to 40 years of that over coming years right now, microsoft and anyone nvidia top everyone chased that i view it my opinion, 22 years covering tech stocks, transformational themes we've covered. >> can you quantify where 800-billion-dollar number you think artificial intelligence 800-billion-dollar business i am...
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May 25, 2023
05/23
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now we have the warning for microsoft, what you make of the microsoft a chinese state-sponsored hacking group compromise could go infrastructure in the united states and in guam with the likely goal of espionage disrupting between america and asia during future crises, the new york times is reporting this around the time the fbi was exhibiting equipment from the chinese by balloon american intelligence agencies in microsoft detected what they feared was a worrisome intruder mysterious code appearing in telecommunication in guam and elsewhere in the united states. it's home to three american bases and would play a key role in potential chinese invasion of taiwan. they are putting an author and going for the military installation and spying on them as they get their plan ready to get into taiwan. what should be done and what he thing about microsoft. >> i think it's good to see microsoft collaborating with the u.s. this is where we want companies to go in there and had to choose sides it's good to be moments like this where you see the private sector is essential to u.s. capabilities part
now we have the warning for microsoft, what you make of the microsoft a chinese state-sponsored hacking group compromise could go infrastructure in the united states and in guam with the likely goal of espionage disrupting between america and asia during future crises, the new york times is reporting this around the time the fbi was exhibiting equipment from the chinese by balloon american intelligence agencies in microsoft detected what they feared was a worrisome intruder mysterious code...
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May 25, 2023
05/23
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maria: one is nvidia, nor one is microsoft. it's the big guys running this very nature row rally. >> absolutely true. >> microsoft made a $10 billion investment in chatgpt or open a.i. and a that led to $700 billion of additional market cap for that company company so this hn a.i. driven rally this year. if we strip out the a.i. rally, the market's probably down. i don't know how much. maybe 5%, 7, 10, i don't know. but this has been an a.i. buying frenzy that we've been watching over the course of the last few months. maria: and they're making chips which enable artificial intelligence, right? >> yes. maria: that's what you're buying into. >> yeah, they're obviously making the gpus that are used for that. microsoft is obviously more on the software side of the equation. right. so you know, the interesting thing about a.i., and we were just discussing this, there's really not a good pure play a.i. company out there. like you kind of have to play it through these derivatives like an nvidia or microsoft, google, amazon. maria: or
maria: one is nvidia, nor one is microsoft. it's the big guys running this very nature row rally. >> absolutely true. >> microsoft made a $10 billion investment in chatgpt or open a.i. and a that led to $700 billion of additional market cap for that company company so this hn a.i. driven rally this year. if we strip out the a.i. rally, the market's probably down. i don't know how much. maybe 5%, 7, 10, i don't know. but this has been an a.i. buying frenzy that we've been watching...
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May 16, 2023
05/23
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microsoft w will appeal the decision. the ftc is suing microsoft to block the deal. both stocks as you can see here are relatively flat in the premarket. and then there is this, musician billy joel moving out of his long island new york home of more than 20 years, putting his 26-acre estate on the market, looking to sell his current florida mansion, 64.9 million. get this, he's going to buy another property in the same area, he's going to maintain his one house up here,s he's got a sag harbor house that he finished renovating. billy joel is to new york what bruce springsteen is to new jersey. born in new york city, raised in long island. he is out because everybody that lives in new york apparently is moving to florida. maria: i love it. billy joel is so great. he hasn't written a new song if decades. every song is still top of mind and great song. he's amaze. cheryl: i'm going to miss him. maria: me too. we're talking now about china, a top chinese envoy visiting ukraine today, kicking off a five nation tour. this tour aimed at brokering a peace deal between kyiv an
microsoft w will appeal the decision. the ftc is suing microsoft to block the deal. both stocks as you can see here are relatively flat in the premarket. and then there is this, musician billy joel moving out of his long island new york home of more than 20 years, putting his 26-acre estate on the market, looking to sell his current florida mansion, 64.9 million. get this, he's going to buy another property in the same area, he's going to maintain his one house up here,s he's got a sag harbor...
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May 24, 2023
05/23
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on forward basis 65 times earnings, i would rather play microsoft or alphabet trading at 20 or 30 times. apple is all weather stock. retalk about retail and recession, starting to see weakness there. apple has become a consumer staple stock. almost a thousand dollars, no one leaves home without their iphone anymore. maria: you are talking about am, there are real concerns about apple in china and how it's so dependent on the supply chain in china. here is carlos gimÉnez who had a warning for apple. >> apple is unbelievably vulnerable to china right now and weave advised it's time to get out because eventually china will put the string and china will cut you off. maria: how worried are you about that? >> china is always is a risk. their invasion of taiwan would put in jeopardy 60% of global semiconducts or. >> 90% of advanced semiconductors are made in taiwan. china takes over taiwan they would shut down the world in a nano second. >> but not until 2025. intel and amat among others is also building newfou new -- new foundries. [laughter] >> okay. all right. lou, in fairness to you and,
on forward basis 65 times earnings, i would rather play microsoft or alphabet trading at 20 or 30 times. apple is all weather stock. retalk about retail and recession, starting to see weakness there. apple has become a consumer staple stock. almost a thousand dollars, no one leaves home without their iphone anymore. maria: you are talking about am, there are real concerns about apple in china and how it's so dependent on the supply chain in china. here is carlos gimÉnez who had a warning for...
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May 11, 2023
05/23
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microsoft and apple make up 10%. right now 4%. you are being lead by the giant companies. you want to invest in high-quality companies, pick and choose your battles. maria: we will leave it there. jay, good to see you. jay hatfield, mark, you're sticking with us all morning. title 42 is expiring as the crisis goes beyond the border and mike lawler from new york. i will be speaking to james comer on bombshell conference after he identified $10 million that biden family members took, received from foreign nationals. don't miss it, that's coming up at 8:00 a.m. eastern. mornings with maria live on fox business. ♪ ♪ ♪ maria: welcome back title 42 expires in less than 17 hours, ready to cause a nightmare for the already overwhelmed border towns. new york city has been receives bus fulls of migrants now for months and now it's trying to ship them off to other new york counties outside of new york city. rockland county granted temporary restricting order. joining us new york congressman mark lawler. congressman, good to see you, thanks attach -- very much for being here. >>
microsoft and apple make up 10%. right now 4%. you are being lead by the giant companies. you want to invest in high-quality companies, pick and choose your battles. maria: we will leave it there. jay, good to see you. jay hatfield, mark, you're sticking with us all morning. title 42 is expiring as the crisis goes beyond the border and mike lawler from new york. i will be speaking to james comer on bombshell conference after he identified $10 million that biden family members took, received...
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May 17, 2023
05/23
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be clear up there are positive things about ai, ai in development for years none is new, technology, microsoft google, apple business, what i would like to see companies come together actually lay out guidelines now before frankly politicians who probably don't understand technology to be fair trying to be nice here before they come down say stamp it down because you could overregulate something that could be really positive, even look, ai can screen a mammogram better faster more efficiently than sometimes humans can. >> there are things good about a.i.. >> no one saying otherwise. cheryl: i will say yesterday at least, the work guardrail that is the word. maria: my take the horse left the barn. and you are not going to be able to stop a.i. not able to stop china's communist party from using ai there is a race now to dominate this area, how do you see it. >> i think that is the point you don't want to hamper innovation the fact is china is investing hundreds of billions of dollars, into its own ai technology, with the goal of becoming the number one world technologically foerz u.s. does not w
be clear up there are positive things about ai, ai in development for years none is new, technology, microsoft google, apple business, what i would like to see companies come together actually lay out guidelines now before frankly politicians who probably don't understand technology to be fair trying to be nice here before they come down say stamp it down because you could overregulate something that could be really positive, even look, ai can screen a mammogram better faster more efficiently...
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was mentioned around 170 times by meta google microsoft amazon tells me given what investors want to hear music to investors' ears van halen metallica we are basing he earnings in rice, environment on a.i. will take ab decade to intimately doubt give me much faith we have a lot more downside to go,s. >> the luke lloyd thanks for joining us a lot of news to get to we appreciate it. >> everybody want to let you know, you don't want to miss "mornings with maria" tomorrow, you don't want to miss it any day but tomorrow growing to be live from milken substitute global conference, and los angeles, that is going to be all morning tomorrow tune in hp all right. coming up, biden's water crisis about to get worse, title 42 is set to expire in 10 details next you are watching "mornings with maria" live on fox business. ♪ ♪ this isn't just freight. these aren't just shipments. they're promises. promises of all shapes and sizes. each, with a time and a place they've been promised to be. a promise is everything to old dominion, because it means everything to you. ♪ (upbeat music) ♪ ( ♪ )
was mentioned around 170 times by meta google microsoft amazon tells me given what investors want to hear music to investors' ears van halen metallica we are basing he earnings in rice, environment on a.i. will take ab decade to intimately doubt give me much faith we have a lot more downside to go,s. >> the luke lloyd thanks for joining us a lot of news to get to we appreciate it. >> everybody want to let you know, you don't want to miss "mornings with maria" tomorrow, you...
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really support the stock but the performance this year in the markets is largely been due to am, to microsoft, the mega cap tech companies. i don't think it's the right of investing and bond alternatives with tremendous amount of money flowing into it. you know, i hope we get good earnings from apple because it'll support the market but i think we are going to, -- i think we are seeing liquidity events in the regional banks which is going to lead to massive credit event which will lead to a recession and lead to the fed cutting rates. maria: sounds like you want to sell apple going into the number? >> if apple sells off hard after this number, my thing with all to have big-cap tech names when the market thinks that they've had a horrible quarter and they get substantial selloffs, those are good entry points if you're a buy-hold investor and have a longer-term horizon. i don't think it's going to stop working with the great companies. maria: all right, we will be watching. michael, you're sticking with us, we are grateful. thanks, gentlemen. biden never ending border crisis about to get worse,
really support the stock but the performance this year in the markets is largely been due to am, to microsoft, the mega cap tech companies. i don't think it's the right of investing and bond alternatives with tremendous amount of money flowing into it. you know, i hope we get good earnings from apple because it'll support the market but i think we are going to, -- i think we are seeing liquidity events in the regional banks which is going to lead to massive credit event which will lead to a...
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vice president harris will meet with the chief executives of google, microsoft, open a.i. to discuss the responsible development of artificial intelligence. some are wondering if the vp will add a.i. czar to her list of current duties. she will address the need for safeguards that can mitigate a.i.'s potential risks em emphe t ethical and trustworthy investigations. a run away stroller with a baby inside rolling down a hill heading straight into a busy california street, this shocking moment happening in a parking lot on tuesday. the baby's caretaker was facing the car when the stroller rolled backwards. she ended up tripping and falling. a good samaritan saw the situation, saved the baby from going into oncoming traffic. it's unclear if the caretaker suffered injuries. something else to see there. those are your he'd lines. back over -- headlines. back over to you. maria: what a story. thank you, cheryl. senate majority of leader chuck schumer announcing top democrats are drafting new legislation aimed at addressing america's he competition china. last year lawmakers pass
vice president harris will meet with the chief executives of google, microsoft, open a.i. to discuss the responsible development of artificial intelligence. some are wondering if the vp will add a.i. czar to her list of current duties. she will address the need for safeguards that can mitigate a.i.'s potential risks em emphe t ethical and trustworthy investigations. a run away stroller with a baby inside rolling down a hill heading straight into a busy california street, this shocking moment...
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May 18, 2023
05/23
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it is embarrassing, that apple is as one company worth more than entire russell 2000, but so is microsoft as -- company, but i think opportunities there -- the p ratios low, on portfolio, i am under five times, estimated earnings good growth, so you know the valuations are there, you know what happens the stocks announce -- they gap up sometimes fizzle we have a lot of green chutes out there. maria: waiting on jobless claims going to be out, cheryl going to give numbers waiting on philadelphia federal reserve manufacturing index philly fed also out, cheryl when you've got numbers i will come to you on jobless claims. cheryl: i am going to leave lead with philly fed negative 10.4 tenth month contraction we've seen for philly fed, manufacturing activity you know this is -- south new jersey eastern pennsylvania delaware as for claims coming in 240 -- 4 ,000 initial claims, that is better than street was looking for looking for 254,000, remember last week that was 19-month high so a little bit of a better picture continuing claims 1.799. a little bit better than expected, 1.799 million contin
it is embarrassing, that apple is as one company worth more than entire russell 2000, but so is microsoft as -- company, but i think opportunities there -- the p ratios low, on portfolio, i am under five times, estimated earnings good growth, so you know the valuations are there, you know what happens the stocks announce -- they gap up sometimes fizzle we have a lot of green chutes out there. maria: waiting on jobless claims going to be out, cheryl going to give numbers waiting on philadelphia...
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May 10, 2023
05/23
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. >> google you right thereafter microsoft there what are companies you are looking at investment opportunities. >> i would say at least once a week get a subscriber someone seen mean on your show you the for having me, as often as you do, about what is your pure play for artificial intelligence. >> what i also a say. maria: nvidia i used to think i sounded smart now usuals nvidia chips power a.i. maria: makes a lot of sense. >> stay right there next hour of "mornings with maria" begins right now. . >> good wednesday morning. thanks very much for joining us this morning. i'm maria bartiromo, wednesday, march 108:00 a.m. on the east coast debt ceiling deadlock president biden speaker mccarthy unable to agree to promises to limit spending with raising the debt ceiling two walking out of that meeting yesterday, with no new movement on a detail they do say, however, they will meet again, this friday. >> i said i would come back and talk, ruling on default i am not going to vote not going to pass a budget that in fact caused massive cuts. >> in this meeting i heard nothing new i literally asked the
. >> google you right thereafter microsoft there what are companies you are looking at investment opportunities. >> i would say at least once a week get a subscriber someone seen mean on your show you the for having me, as often as you do, about what is your pure play for artificial intelligence. >> what i also a say. maria: nvidia i used to think i sounded smart now usuals nvidia chips power a.i. maria: makes a lot of sense. >> stay right there next hour of...
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May 24, 2023
05/23
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. >> microsoft, facebook, et cetera. maria: exactly. does that tell us the story of what's going on in tech? >> well, it certainly does. we need to keep that very important, those represent over 25% of the s&p and so -- maria: that leadership is critical. >> it's a small percentage of the market. at the same time it's very, very big. we can't ignore them. we need to see other parts of the market start to stabilize and come to life. financials have started that in recent weeks, regional banks, discretionary industrials, majority of other sectors have been taking nateing but it's all -- ta stagnating. this happened with dupont, general electric, general motors so it's not wrong to say that a huge percentage of the indices the companies make up having that investors will have to learn to deal with. equal weighted indices are a big deal. people need to know what they are. maria: adam. >> you raise a very interestg point about the big guys up at the top driving a lot of the gains. maria: meta up 72% year-to-date. >> i know because it bought
. >> microsoft, facebook, et cetera. maria: exactly. does that tell us the story of what's going on in tech? >> well, it certainly does. we need to keep that very important, those represent over 25% of the s&p and so -- maria: that leadership is critical. >> it's a small percentage of the market. at the same time it's very, very big. we can't ignore them. we need to see other parts of the market start to stabilize and come to life. financials have started that in recent...
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May 26, 2023
05/23
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get nothing so this is a market and have-nots we have seen markets cans traitdz like nvidia apple, microsoft tesla amazon all returns, we've seen others kind of picking up an interesting market. >> 15 seconds congressman buddy carter final thoughts? >> final thoughts great panel great story relax we are getting this done i promise. >> you say with a southern accent, so calm, that is very good. i like that all right. michael lee, of course, thank you, what turn offing of this market. >> look. it is a lot of devergent opinions as to what is happening next it nervous for economy i see stocks underlying data makes me very nervous. >> tiana. >> i have been saying one more hike i called it last month pricing in four cuts i said no way in heck. at least one more hike may be not two but one. cheryl: you are on tape, joe, congressman buddy kart joel show all marn michael lee tiana lowe, thank you so much have a wonderful memorial day week appreciate you joining me on friday maria is back tuesday that is it for me i, of course, will also see you tuesday "varney & company" up right now take it away. >>
get nothing so this is a market and have-nots we have seen markets cans traitdz like nvidia apple, microsoft tesla amazon all returns, we've seen others kind of picking up an interesting market. >> 15 seconds congressman buddy carter final thoughts? >> final thoughts great panel great story relax we are getting this done i promise. >> you say with a southern accent, so calm, that is very good. i like that all right. michael lee, of course, thank you, what turn offing of this...
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. >> so as investor right now look we've seen big tech leave market tech goes so goes market apple microsoft making up 14% s&p 500 the heaviest weighting influence ever had, i like to go down back into lower end of the market, as other guests talking about valuation disconnect between small caps large caps 1345i8 caps bruised particularly biotech something we've talked about for months now maria starting to see buyouts come back, type won debates kwur acquired for three billion merck making acquisition starting to see that i think big pharma has no choice but to start scooping up bargains in biotech have patent cliffs coming most swvr in history valuations deputied i am looking opportunistically being a speculator in lower ends of the market then at the same time you can play it safe you are getting 5% yields in treasurys park in cash treasurys look to be opportunistic undervalued oversold areas of the market hit hashedest first. maria: with a market they can being use cash for deals as well, or use stock, because the stock market has done so well, eric freedman your thoughts when you with a
. >> so as investor right now look we've seen big tech leave market tech goes so goes market apple microsoft making up 14% s&p 500 the heaviest weighting influence ever had, i like to go down back into lower end of the market, as other guests talking about valuation disconnect between small caps large caps 1345i8 caps bruised particularly biotech something we've talked about for months now maria starting to see buyouts come back, type won debates kwur acquired for three billion merck...
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May 22, 2023
05/23
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quick break and then jeffrey epstein reportedly threatened microsoft co-founder bill gates, the reason makes a buzz this morning. it's next. ♪ she's a super freak, super freak. ♪ she's super freaky. ♪ because i think we looked... yes. right. yeah. and i don't think at that time- i think you're the one to tell me that we had the same birthday. yes. it's really unbelievable when you think about it, because it's been, like, really over 20 years that you were my mother and father's banker, you became my banker and now fran is in her third year of college and you're her banker. it's so unbelievable because i'm just 20 years old. [laughing] ♪ ♪ ♪ ♪ if your business kept on employees through the pandemic, getrefunds.com can see if it may qualify for a payroll tax refund of up to $26,000 per employee. all it takes is eight minutes to get started. then work with professionals to assist your business with its forms and submit the application. go to getrefunds.com to learn more. o . maria: welcome back it is time to for "hot topic buzz," new findings show jeffrey epstein's republica
quick break and then jeffrey epstein reportedly threatened microsoft co-founder bill gates, the reason makes a buzz this morning. it's next. ♪ she's a super freak, super freak. ♪ she's super freaky. ♪ because i think we looked... yes. right. yeah. and i don't think at that time- i think you're the one to tell me that we had the same birthday. yes. it's really unbelievable when you think about it, because it's been, like, really over 20 years that you were my mother and father's banker,...
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May 31, 2023
05/23
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if you're going for the micro cap names, microsoft is trading a little more reasonable ethan nvidia and also -- reasonably than nvidia. maria: market is hiring but consumer confidence is down. >> consumer confidence is down 7 points. it's the fourth consecutive time that we've been going down. it's not looking good. and on top of that, people's outlook on the future has never been worse of. worse. 18% has a positive outlook on the future. that's abysmal. when you read the focus group feedbacks on how people are feeling that voted for joe biden, people who supported the agenda are feeling really, really pessimistic, not thinking things are getting better and so to me that says that -- we've seen this before. tbad things can happen as a result of that. i understand get the gunk out and other things can happen. it's not a good sign to come. maria: the nasdaq is the highest level -- >> 25% year-to-date. everyone is so negative. the speculative short interest in bond futures and stock futures can, the highest it's ever been, happening simultaneously. sentiment is horrible. that's why markets
if you're going for the micro cap names, microsoft is trading a little more reasonable ethan nvidia and also -- reasonably than nvidia. maria: market is hiring but consumer confidence is down. >> consumer confidence is down 7 points. it's the fourth consecutive time that we've been going down. it's not looking good. and on top of that, people's outlook on the future has never been worse of. worse. 18% has a positive outlook on the future. that's abysmal. when you read the focus group...
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May 31, 2023
05/23
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making the chip maker the first of its industry to hit that milestone, joining apple and microsoft, i nvidia's market cap at $990 billion. >> i think it can go higher. stock is trading around 400 bucks. i think it can go to 600. i wrote this for my subscribers a year and-a-half ago at 170, my base case was 475. we're within 75 bucks of that. the reason i'm able to get there is because tensioner growth is so dramatic. for perspective, when they guided up a week ago they said we're going to do, nvidia, would do 11 billion in revenue this quarter. in 2022, they did 11 billion the whole year. i'm sorry, 2020. so right, they're growing four times faster in just two years. that's amazing. so anyway, fast forward, i think you can get to 15 bucks of earnings, you put a 40 multiple, gets you to 600 and i think we'll get 15 a bucks in earnings a lot sooner than people think, a double from where we are this year. maria: this has been a strong ride in a short period of time. >> i know. maria: in the last few days. you want to buy it now. or take to the sidelines and wait. >> yeah, in other words,
making the chip maker the first of its industry to hit that milestone, joining apple and microsoft, i nvidia's market cap at $990 billion. >> i think it can go higher. stock is trading around 400 bucks. i think it can go to 600. i wrote this for my subscribers a year and-a-half ago at 170, my base case was 475. we're within 75 bucks of that. the reason i'm able to get there is because tensioner growth is so dramatic. for perspective, when they guided up a week ago they said we're going to...
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May 10, 2023
05/23
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. >> google you right thereafter microsoft there what are companies you are looking at investment opportunities. >> i would say at least once a week get a subscriber someone seen mean on your show you the for having me, as often as you do, about what is your pure play for artificial intelligence. >> what i also a say. maria: nvidia i used to think i sounded smart now usuals nvidia chips power a.i. maria: makes a lot of sense. >> stay right there next hour of "mornings with maria" begins right now. . >> good wednesday morning. thanks very much for joining us this morning. i'm maria bartiromo, wednesday, march 108:00 a.m. on the east coast debt ceiling deadlock president biden speaker mccarthy unable to
. >> google you right thereafter microsoft there what are companies you are looking at investment opportunities. >> i would say at least once a week get a subscriber someone seen mean on your show you the for having me, as often as you do, about what is your pure play for artificial intelligence. >> what i also a say. maria: nvidia i used to think i sounded smart now usuals nvidia chips power a.i. maria: makes a lot of sense. >> stay right there next hour of...
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May 26, 2023
05/23
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they're not microsoft. they're not amazon. they don't have the services business. so it's a difficult stock to think it's going to stay at this level for a long period of time. in fact, one of the problems i have is that the company didn't provide any guidance in advance of the earnings quarter that was going to be so good. this is something they should be alerting analysts they're going to have a fantastic quarter. it's going to cause a lot of volatility in the stock as we have earnings in the successive quarters. i don't think investors should get too excited from here. i think what you can do, as opposed to looking at nvidia, look around and see what it means for other players in the industry, like taiwan semiconductor, asml, those are areas where investors can make money in the semiconductor industry. i think the trend is definitely in place that people are going to be spending a lot of money, investing a lot of capital trying to build robot technologies to try to integrate a.i. into their systems so the trend is definitely in place but i don't think nvidia is
they're not microsoft. they're not amazon. they don't have the services business. so it's a difficult stock to think it's going to stay at this level for a long period of time. in fact, one of the problems i have is that the company didn't provide any guidance in advance of the earnings quarter that was going to be so good. this is something they should be alerting analysts they're going to have a fantastic quarter. it's going to cause a lot of volatility in the stock as we have earnings in the...