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 […]
Bill Orders More Dominos Stock DPZ
Dominos has terrific online presence. And the loyalty program which they rolled out in September, is a new one. We’ve seen an uptick in search results and since the middle of September.
What To Expect From Nvidia’s Earnings Report
Ahead of Nvidia’s earnings report after the closing bell on Tuesday, Bill Baruch shares his preview and what to look out for when the company reports.
Salesforce, Growth At A Reasonable Price?
After Salesforce has been dealing with activist campaigns and a challenging integration of Slack into the company’s ecosystem of applications, Bill Baruch joined CNBC’s Halftime Report to share his outlook on the company.
Consumer Spending And Retail Stocks. Where To Find Value Heading Into Winter Shopping Season.
After a strong earnings report from Ross Stores and Target, Bill Baruch shares his outlook on the consumer and what it means for the retail sector at large.
Is Wall Street Putting Money To Work In Semiconductor Stocks?
Bill Baruch shares his outlook for the semiconductor sector as the stocks from Micron to Western Digitals have performed well in recent weeks. With the prospect of heading into a stable growth & inflation regime, Bill shares what it means for the industry.
A Consumer Spending Dynamic Worth Watching For Equities
Consumer spending has been strong all year as trends from e-commerce to services have led to a more balanced spending profile by Americans. Bill Baruch breaks down what that means for the stock market and the Fed.
Which Industrial Stocks Can Outperform From Here?
Bill Baruch joined CNBC’s Halftime Report to talk about the latest trends in the industrials space and which stocks may outperform from here.
Can the S&P Hit A New Record High before Year-End?
After a thrust higher in stocks post-CPI, Bill Baruch joined CNBC’s Halftime Report to talk about the technical and fundamental set-up heading into year end.
