Strong do you think demand is right now for these chips . fist right now for these chips . At the right now for these chips . Git the moment it is incredible. They cant make enough. They are the real superstar of the Ai Sector at this moment. They had the market to themselves. They are a good indicator of both the market itself but also of the position and the fact that they are the person you go to if you want to have the chips to set up your own ai system. What might everyone wants these chips, but there have been reports of potential delays, certainly in the shipment of the new chips. Do you think we will hear more about that when they report their results, will set the address that . I think they have to, everyone knows there a slight delay there and they just ignore it. These chips are hugely complex and it is part of a long Design Chain delays are kind of inevitable. They happen in this industry because these chips are hugely complicated. I dont think it is a big deal that it ha
Its Foreign Minister, israel katz, has described the situation as a war that must be won. A senior palestinian official has accused israel of trying to escalate the war in gaza and warned of Dire And Dangerous results. Palestinian president Mahmoud Abbas has cut short a visit to Saudi Arabia because of the attacks. Lets take a closer look at the West Bank and what It Actually is. Its land on the West Bank of the riverjordan and bounded by israel and jordan. Its been occupied by israel since the 1967 Middle East war, but decades of talks between israel and the palestinians have left its final status unresolved. 0ur Middle East correspondent, lucy williamson, has just sent this update from jenin. There are israeli jeeps, israeli armoured vehicles moving around the entrance tojenin s Government Hospital behind me. You can see an ambulance coming through now as well. The Hospital Entrance Isjust behind this Army Vehicle here. Staff inside the hospital say that since last night, the army ha
There and that continues, at least. No rally 37 bucks. So many different stories to choose from. Lets start with oracle. Those shares are jumping ahead of the bell. Apparently beat out microsoft and walmart in a deal for tiktok and jim and i will go over this and find out what represents a deal nvidia arm holdings. Jensen huang will join us later this and verizon ceo, yeah, why not. Talk to us about that deal, as well verizon buying track phone maybe as much as 7 billion with certain targets met. Jim, no shortage of m a and didnt even get to the gilead deal give me your take on where we stand on the markets before we Start Talking specifically about this tiktok transaction. I can argue i want older people who keep saying the market is too high to cover their ears i could argue that all these deals this morning add up to a market that some people think is too cheap. The amount of money that is going into stocks that i think many people felt were overvalued is astonishing, david. And i t
The fed warnings on risk theres a lot to watch the and an airbnb ipo is now officially in the works. You were just talking about becky about claims and this onagain narrative, the split between Public Companies and smaller businesses. When you keep thinking about what target said, brian with a tour deforce performance, talking about taking 5 billion in share you know he took it from somebody i keep thinking about that, thats the 5 billion that probably would have gotten into Smaller Companies that dont trade or companies that are starting to lay people off or file bankruptcies. The i call to attention estee lauder today you dont expect that perfume or skin care gets hurt. Hopefully lipstick sales are better usually when other things are weaker were not seeing that. Were ripe for stimulus, but nobody is talking. Yeah, jim, thats interesting, estee lauder layoffs, american dropping 15 minutes. But covid cases are lit rally collapsing shouldnt this be going in the other direction . Yes, b
Second week in a row that its starting out just in the right way. Yeah. I think theres people who just feel that this great shutdown is over obviously its worldwide the spending will begin again. I keep hearing that theres a surprising number of survivors that its not as bad as we thought. With the exception of some mortgages and some credit card, the forbearance wont really reverberate through the system reverberates to the banks. I know theres people who want to try to get the banks going. I say stick with whats working. I know its boring i know people want to rotate its something that Portfolio Managers love to do. I dont like to rotate into any stocks that have numbers cut thats really important. Im looking at david faber, who looks, of course, fabulous im thinking about him because its the credit markets we have to worry about, not the stocks they look great. Whats your concern in the credit market specifically, jim . Like hertz. Its not like theyre nothing. Hertz owns a lot of ca