Microsoft's capex increase for AI infrastructure is not a surprise, says Deepwater's Gene Munster

  Переглядів 30,692

CNBC Television

CNBC Television

12 днів тому

Gene Munster, Deepwater, joins 'Fast Money' to talk Big Tech earnings including Microsoft and Google.

КОМЕНТАРІ: 83
@VddoyleBgreer
@VddoyleBgreer 9 днів тому
As a newbie about to invest, you must have these four things in mind 1. Have a long term mindset. 2. Be willing to take risk. 3. Be careful on money usage, if you're not spending to earn back, then stop spending. 4. Never claim to know - Ask questions and it's best you work with a financial advise like Elizabeth Cabral
@Matteodorian71
@Matteodorian71 9 днів тому
Yes, the crypto market is really taking off and Bitcoin is in good shape to start trading now 📡 ✔️☑️
@Geesatyherself
@Geesatyherself 9 днів тому
You're right! I have lost a lot trading all by myself without a guide. It's been an uneasy ride for me. Who is your mentor please. how can i reach her I really need help in this bear market now?
@VddoyleBgreer
@VddoyleBgreer 9 днів тому
Te/e gram
@VddoyleBgreer
@VddoyleBgreer 9 днів тому
@cabraleliz THAT IS HER USER NAME
@VddoyleBgreer
@VddoyleBgreer 9 днів тому
make sure you write the NAME completE
@JaneGallagher-ur9jp
@JaneGallagher-ur9jp 5 днів тому
I agree that many people are considering NVDA as the "Stock of the year." However, I'm curious about which stocks could potentially become the next META in terms of growth over the next decade. I've allocated $200k for investment, aiming to retire comfortably.
@EmilyConor-wo5jj
@EmilyConor-wo5jj 5 днів тому
I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective most importantly consider financial advisory for informed buying and selling decisions.
@CatherineBates-bg4fc
@CatherineBates-bg4fc 5 днів тому
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k
@RebeccaSheer
@RebeccaSheer 5 днів тому
This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? I'm in dire need of proper portfolio allocation
@CatherineBates-bg4fc
@CatherineBates-bg4fc 5 днів тому
Viviana Marisa Coelho is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets
@CorieHarris342
@CorieHarris342 5 днів тому
She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing
@jerrylim2282
@jerrylim2282 10 днів тому
I think MTEA got robbed / snubbed despite good Q1 earning report and increase investment spending like Google is doing.
@deuce5243
@deuce5243 10 днів тому
Buy buy meta
@angrybrit129
@angrybrit129 10 днів тому
Meta is overbought it had no room to rise irrespective of the quarter results
@GreatSharkHunt1997-nt9pw
@GreatSharkHunt1997-nt9pw 10 днів тому
@@angrybrit129 Well, META is nearly oversold now w/ a 14-day RSI of 31 and a stochastic at 23. About 50 below the 50-day too.
@angrybrit129
@angrybrit129 10 днів тому
@@GreatSharkHunt1997-nt9pw I'm actively shorting meta still and netflix
@lamarbell4522
@lamarbell4522 10 днів тому
I watched the video thinking it was about Microsoft - because the title says MICROSOFT - and it was 95% Google. Thanks for wasting my time.
@darrenhere5856
@darrenhere5856 10 днів тому
man all this capex is good for semis...
@MatthewMS.
@MatthewMS. 10 днів тому
Just Nvidia.
@darrenhere5856
@darrenhere5856 10 днів тому
@@MatthewMS. NVDA AVGO and AMD are all beneficiaries of AI tailwinds.
@diamondlion47
@diamondlion47 10 днів тому
AMD and Nvidia, a big server refresh means CPU's as well. Also, MI350x looking like it might be more competitive and sooner than people realize. If the Samsung purchase rumor is true AMD will fly.
@alexng4
@alexng4 10 днів тому
@@diamondlion47 AMD is the one dollar store version of Nvidia..
@darrendent8288
@darrendent8288 10 днів тому
@@MatthewMS.TSMC and AVGO as well 👀
@jonhart-dj7fn
@jonhart-dj7fn 10 днів тому
Who's they doing? ... lmfao
@jonhart-dj7fn
@jonhart-dj7fn 10 днів тому
Lolol look at his face...( Crapped his pants) Lmfao
@jonhart-dj7fn
@jonhart-dj7fn 10 днів тому
Got love .. repentance time soon
@knt3219
@knt3219 10 днів тому
Alphabet Or Microsoft Or Both . Mr. Gene Munster ☝️ ✅ And I Have No Comment , Sir. And Some How You Always Have That Apple With You As I Have Expected. Mr. Gene Munster Thanks For Sharing Your View Openly And Honest For All To Learn. There Is $$$$ For All Investors As U.S. 🇺🇸 Economy Forwards. Sincerely ❤️❤️❤️, KNT.
@sonisaurabh19
@sonisaurabh19 10 днів тому
Why do they bring this liar on?
@vinaygrover9303
@vinaygrover9303 10 днів тому
Hate Gene, seriously Negative vibes
@MatthewMS.
@MatthewMS. 10 днів тому
Chill!
@hangender
@hangender 10 днів тому
So its ok for Microsoft to spend on ai but not meta. Lawl boomer logic
@danaxa3550
@danaxa3550 10 днів тому
Care to read the actual press release? Meta yesterday guided down their revenue expectstion while Alphabet and Microsoft are guiding accelerating top and bottom line
@hangender
@hangender 10 днів тому
@@danaxa3550 care to explain to me how the guide translate into 15%+ drop?
@danaxa3550
@danaxa3550 10 днів тому
@@hangender don’t know what’s there to explain. Meta stock is up +100% YOY even after today, but guided revenue more than half a billion below expectation, of course it’s going to plunge
@briantep458
@briantep458 10 днів тому
it just depends on valuations, plus MSFT revenues TTM were 227 billion versus META 130 billion
@angrybrit129
@angrybrit129 10 днів тому
Meta was over bought had no room to go higher
GADGETS VS HACKS || Random Useful Tools For your child #hacks #gadgets
00:35
Сын Расстроился Из-за Новой Стрижки Папы 😂
00:21
Глеб Рандалайнен
Переглядів 5 млн
Warren Buffett explains why Berkshire reduced its big Apple stake
9:36
CNBC Television
Переглядів 343 тис.
Analysis of Titan -- a great time to buy? | Akshat Shrivastava
12:04
Akshat Shrivastava
Переглядів 32 тис.
Jamie Dimon on the Economy, U.S.-China, Overseas Wars and More: Full Interview | WSJ
37:42
China’s Looming Crises | CNBC Marathon
33:49
CNBC
Переглядів 1,1 млн
The Great Tesla Debate: Bryn Talkington vs. Steve Weiss
8:59
CNBC Television
Переглядів 65 тис.
GADGETS VS HACKS || Random Useful Tools For your child #hacks #gadgets
00:35