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
Help. Nvidia is the helper. Its the expediter. Its the cost saver. Nvidia allows you to get it done. Theres just one problem. Its widely misunderstood because on most days it is so hidden under so many partnerships its hard to capture what they do in a spreadsheet. They deliver productivity per share for their clients. Thats whats being bought or taught where i am out west covering the huge nvidia Gpu Technology conference hosted by ceo jensen huang. Now, theres a whole other world back east, the one that produces the summaries like the indices or dow advance 76 points, nasdaq jumped 0. 82 and went out near its closing lies. I didnt like that. Wall street we desperately want nvidia to predict the sales. Give us some metrics to allow us to figure out if its worth 3. 1 trillion or 2. 7 trillion or 1. 8 trillion like alphabet or amazon. Instead of the 2. 2 trillion its worth now. Yeah, we want jensen to tell us how nvidia will cure cancer while beating Climate Change and breaking down pla
Over much of the past three decades i have been an investor. The highest calling of mankind ive often thought was private equity. Then i started interviewing. I watched your interview so i learned how to do an interview. I have learned from doing my interviews how leaders make it to the top. I asked him how much he wanted and he said 250 and i said fine. I did not negotiate with them and did no due diligence. David i have something i would like to sell. And how they stay there. You dont feel inadequate being only the second wealthiest man in the world . Is that right . One of the most successful Business Executives in the world over the past 10 years has been Bill Mcdermott. He took s. A. P. To record heights and is doing the same with service now. I had a chance to sit down with Bill Mcdermott in new york and had him describe to me how he came from very modest roots to the top of the corporate world and how he inspires his troops, inspires his customers, and loves his job. In october
I asked him how much you wanted, i didnt investigate, i did no due diligence. I have something i like to sell you. You dont feel inadequate now being only the second wealthiest man in the world, is that right . One of the most successful Business Executives in the world over the past 10 years has been bill mcdermott. He took s. A. P. To record heights. I had a chance to sit down with him in his offices in new york and had him described to me how we came from very modest roots to the top of the corporate world and how he inspires his troops, inspires his customers and of his job. So in october of 2019 you surprised the Business World by stepping down as the ceo of s. A. P. , a very, very Large Company who is valued at more than doubled during your coceo position and ceo position, and you took a position with a much smaller or less known company. Usually when people leave a job they go to a bigger company. Why did you go to a Smaller Company . I saw the future and where it was going. I h
Ive often thought was private equity. Then i started interviewing. I watched your interview so i learned how to do an interview. I have learned from doing my interviews how leaders make it to the top. I asked him how much he wanted and he said 250 and i said fine. I did not negotiate with them and did no due diligence. David i have something i would like to sell. And how they stay there. You dont feel inadequate being only the second wealthiest man in the world . Is that right . One of the most successful Business Executives in the world over the past 10 years has been Bill Mcdermott. He took s. A. P. To record heights and is doing the same with service now. I had a chance to sit down with Bill Mcdermott in new york and had him describe to me how he came from very modest roots to the top of the corporate world and how he inspires his troops, inspires his customers, and loves his job. In october of 2019, you surprised the Business World by stepping down as the ceo of sap. A very Large C