$MSFT $GOOG $META race for AI dominance - Market update 4-26-23
Daily Stock Picks - Podcast készítő Gary Vaughan
Kategóriák:
$FRC is dead - $MSFT hype for AI worked - $GOOG has a huge buyback and a special look at $SPY In Mexico - the show is sponsored by $MELI - what a killer stock. In the US - the show is sponsored by Carvana $CVNA and Reeses Peanut Butter Cups SPONSORED BY VISIBLE - Check out this page: https://www.visible.com/get/?3P8FJPM, it has all the info you need to know about joining Visible. When you use my friend code, 3MFGCRG, you’ll get your first month of service for $20-off! Use code DSP25 for 25% off Trendspider's platform - https://trendspider.com/?_go=gary93 Please use this link as I do get a commission when you sign up, but it's the program I use my algorithm in and I'll give you access to the algorithm if you sign up through this link. I will also give you watch lists and my custom scans that I use in the podcast every day. Sign up for Webull and get free stocks like I did - WEBULL LINK Support the podcast - HERE Social Links and more - https://linktr.ee/dailystockpick NOTES Earnings beats - strong consumer from visa including international travel boost- strong guidance - inflation coming down - bond rates below 4% - it all adds up to the potential the fed doesn’t have to raise (I think they will) and maybe we have a soft landing and they may have to cut rates soon $SPY - just got out of the 4hour algo with a 3% gain - $420 is resistance - get over that and $470 is the next resistance which is 11% upside which is huge. The lower support on the ascending wedge is $385 Gene Munster (like the cheese) on the $goog and $msft calls Comparing tonights $GOOG and $MSFT earnings calls. When the topic of AI has come up, it feels like Google management is drinking tea and Microsoft Red Bull. GOOG stock is up 1%, MSFT up 9% in after-hours. Google’s AI tone is optimistic, measured, put the customer first, do it right, and light on details besides AI search. Microsoft is talking up about how much they're integrating AI into many products in the near term, try it out and see if it works. #GOOG Google Cloud Revenue up +21.9% YoY, Search Revenue up +1.8% YoY $msft is up so much because of azure cloud and the guidance $goog has a huge buyback David yocum - go look at the chart on Twitter $QQQ getting rejected off of its ATH AVWAP for the second time. Last time, the Q's lost 25% of its value within 75 days. Will history repeat itself? $crwd for Lena on Facebook $amd for chati on Facebook - I like $qcom for ppl who want less volatility Earnings Today $meta Tomorrow - $amzn Friday - $xom $frc is on life support - the bank needs cash like $svb but bank management doesn’t want to be bought at this price. If it goes under - shareholders will be at $0 so be careful $pacw like I said yesterday - good gamble - up 20% because deposits are safe $aapl getting in the ai hype with an ai powered health coach through Apple Watch If $AAPL breaks $162 support - I think we may see it go to the $150’s before $170’s Oh … and did you sign up for apple savings at 4.5%? I did Regulator in uk blocked $atvi deal with $msft - they can appeal but it looks like a straight no out of the uk so there the deal looks to be off - if it gets too messy and too expensive $msft may be out - $atvi is saying they will appeal Remember - there’s a $3b break up fee $msft will pay - and pre deal this was a $50 stock $ba beat and reaffirmed guidance - including 737 production will be 37 per month later this year (at 31 per month now) $ENPH - very poor results and guidance - it’s over Johnny! 2 stocks - $UBER under $30 and $RBLX under $40 SCANS $SPOT $SBUX $EBAY $DUK