Does Apple’s Ecosystem Justify A March To $4 Trillion? Bill Baruch on CNBC
As small caps have underperformed for the better part of a decade, Bill Baruch shares his thoughts on the asset class and whether smaller firms might start catching up to megacap tech. Transcript: Is there a road ahead to justify the multiple that it currently trades at? I’m not suggesting there isn’t, but I want to hear […]
Small Caps Have Underperformed For Too Long To Ignore. Bill Baruch on CNBC
As small caps have underperformed for the better part of a decade, Bill Baruch shares his thoughts on the asset class and whether smaller firms might start catching up to megacap tech. Transcript: The method to the number, is that right? Small caps are going to lead the way next year? Yeah, I like to under-promise, maybe […]
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.
