Micron’s Earnings Report Propels The Stock. What’s Next In An AI Market For Semis?
Bill Baruch shard his latest thoughts on Micron Technology after the company reported earnings. As pricing improves and supply of semiconductor bodes favorably for the company, Bill shares the outlook across the semiconductor space and how to make sense of this AI cycle. TRANSCRIPT Now, one thing I really do like, going back to last […]
What Sectors Are Going To Lead In 2024? Bill Baruch On Portfolio Names For Next Year.
As investors get ready for the new year, Bill Baruch takes a look at some of the stocks on his radar and what sector dynamics will matter in 2024. TRANSCRIPT: IKVIA 26 IQ what is that target up 25 health sciences thermo Fisher a little more volatility maybe with that a little little more of multiple […]
Oracle Misses Earnings. Is It Time To Rotate Into Other Equities?
Oracle reported the second consecutive earnings miss after the closing bell yesterday. Bill Baruch joined CNBC to break down the latest fundamental trends and whether it might be time to look for alpha elsewhere.
AbbVie Is Replacing Sales From Its Blockbuster Drug. Is It Enough To Propel The Stock?
Bill Baruch joined CNBC’s Halftime Report with AbbVie as his final trade. The company is replacing blockbuster drug sales from Humira, and hedge fund managers are very short on the name, setting the stage for potential upside heading into 2024.
Adobe’s AI Vision And What It Means For The Stock Price. Bill Baruch On CNBC
Bill Baruch shares his outlook for Adobe after the company introduced a slew of new artificial intelligence tools creators can utilize.
Delivering a Domino’s Trade 📈 on ‘Investor Day’ (DPZ)
After Domino’s Pizza announced a set of new initiatives at the company’s investor day, investors are eyeing a rise in revenue growth, spurred by a new loyalty program and partnership with Uber Eats.
China Copper Demand Is Returning With Imports Picking Up. Bill Baruch On Southern Copper
After China’s real estate market problems for the better part of the last 2 years, China’s copper import data is improving. Bill Baruch shares how China’s demand matters for Southern Copper’s stock price.
Alphabet’s Stock Price Is Reacting To Google’s Gemini. Can The ChatGPT Competitor Benefit Investors?
After Alphabet launched its direct competitor to OpenAI’s ChatGPT, Gemini, investors have gotten enthusiastic about the company’s ability to compete in AI. Bill Baruch shares his thoughts on the stock and what it means for investors.
Broadcom Ahead Of Earnings. Marvell Technology’s Datacenter Trends & China Dependence
Bill Baruch shared his outlook on Broadcom ahead of earnings and how Marvell Technology might not benefit from AI to the same degree that other chip companies might. TRANSCRIPT Broadcom included, by the way, which reports its own earnings in overtime tonight. Bill, you used to own it. You sold it. It’s had a remarkable […]
Apple’s Ecosystem And What It Means For Its $3 Trillion Market Cap
As Apple breached the $3 trillion market cap mark, investors are looking at Apple’s ecosystem for further growth. Bill Baruch joined CNBC to share his outlook. ***TRANSCRIPT*** Talk about Apple in particular, the price that held at 170, I think phenomenal. But the key word across Microsoft Alphabet as well as Apple is ecosystem. They […]
