There's never enough time in the day to trade, as Market Domination Hosts Julie Hyman and Josh Lipton walk investors through the final trading hour of...
walk investors through the final trading hour of Thursday, June 20. They cover the top trending stocks and market movements ahead of the closing bell.We are giving you the ultimate investing playbook to help tune out the noise and make the right moves for your money.Get you up to speed one hour before the closing bell rings on Wall Street.We track 37 central banks, 20 of them are already cutting rates.Probably at some point this year, we're 90 days away from the September fed meeting.
What's also interesting today, um, is what we're seeing in some of the large cap tech stocks which earlier had been climbing.In fact, seeing some selling elsewhere in chips Broadcom, for example, also pulling back after we had been seeing a gain recently um in some of those large cap tech stocks.Today, we've got energy is the big winner along with oil prices, climbing utilities also doing pretty well.It's gonna be a big one so there could be some volatility going into that.
And then of course, renters on the course side, look, it's the reality that there's a certain cohort of large companies that have net cash balance sheets. So, you know, talk us through sort of the implications of what you're saying, Julie, it's great to be with you as well and you, you make a really astute point which is, you know, mathematically if the top income uh cohorts account for the majority and the lion share of spending if that second track starts to degrade or slow down, can that actually move the overall averages?So Morgan Stanley, from a firm perspective is still in the soft landing camp,...
Um You essentially don't want to fight uh some of the earnings power, some of the momentum in these areas. So I'll answer the second part first, which is, you know, we had thought the path of, uh, disinflation would be lumpy in the first half of this year.Uh It had some issues that uh certainly we thought were more one off and look as per the last two months of data.And so we do think the path of resuming uh disinflation uh is getting there and look importantly, as you know, the Fed has explicitly said we're not going to wait to kind of stick the 2% landing exactly before we start cutting.
Recently reported said, hey, revenue from its A I servers growing strongly super micro as we talked about this week, uh recently announcing plans to expand facilities to, to bolster uh it's A I business, everybody isn't on the party today.
So we expect this to accelerate that adoption and we hope over the next 2 to 3 quarters, we start seeing the benefit of this.We've seen plenty of that on the consumer and content side specifically with accuracy.Well, actually, I at the beginning of my keynote, I talked about the key ethical principles, we need to guide ourselves and be the steward of those that are simply as human focused safety, security, which means I plan security and, and others.
As you know, as we transition the road map from uh the current generation, which is the H 100 to Grace Hope and eventually Black Blackwell, Ruben and Beta Blackwell would require 100% directly to cool. Basically, we work with the regulator in the UK and basically we work with them to file our approval for the transaction standard process in the UK.
So think about it, we're going to have a business that's $11 billion which will represent 35% of the company's revenue and more than 55% of the company's profit. You recently had the news that Fisker had filed for bankruptcy and Nicola has said in the past that there was doubt about its ability to consider to continue being in business.Our goal to help cut through that noise to navigate the best moves for your portfolio.
And then the last dynamic is five years ago, most start ups really wanted when they started to build their companies, they wanted to build on Amazon. But we're still really in early days, the impact of some of these businesses in terms of efficiency is absolutely massive. So we always like to point out potential risks when we're talking about one of these goodbye, goodbye cases.
So I think you'll see open A and Microsoft start to compete more and more which will challenge that pretty key relationship.I think that risk is mitigated by the fact that there's so many model families, so many different kinds of A I that Facebook and others are creating that Microsoft should be able to differ certify, but this is an important risk for sure.All right, let's get to the stock that you're avoiding right now.
And so there will be significantly more competition here And if you look at Nvidia's profitability growth, it's basically just a doubling or tripling in prices in terms of the GP US. And I put in VD, if you were to think about it as a software company would probably trade it somewhere between 12 to 18 times top quartile, maybe even a little higher just because of the dynamics around A I and how special they are.
And that's just that, you know, there is this promise of competition but it may not come for a while.So I'm thinking about 3 to 5 years in terms of how people actually compete with NVIDIA, you need to produce chips, right? Apparently, Julie, he met with the management team says he walked away, extremely impressed with the strategy as well as the competitive positioning.He says set to come for both the server and PC business says A MD looks to have bright prospects moving to the back half.Now, especially after this gain that we're seeing on the back of this uh of this analyst call, a couple of things that he talks about.
And trade desk has a quite innovative model where they're pulling in first party data from retailers to further inform their demand side platform for advertisers, both of those drivers, the two most significant drivers for the ad industry, which is what is so interesting about trade desk, Scott, it's zoom out a little bit because as we talk about the continuing transition from cable TV, transition, uh traditional TV, the way that advertising works there and then connected TV, and how...
And Scott, we're just coming off of Can and you know, a lot of advertising and marketing people gathering. Amazon Amazon stands out retail, you know, business is going through this renaissance period, post COVID where revenue growth is accelerated again and beginning to stabilize at traditional levels margins.
So obviously, there's a lot of interconnectedness when we're talking about what's going on with rates, what's going on with builders and the activity that they're doing based on the demand that they're seeing. And then really when we flip over into the five, I think that's where you're going to see demand, especially in the existing market where that's going to really open back up and that's what we need, Jim, why aren't people getting used to rates at these levels?I mean, historically, these rates are not that high, right?It doesn't seem to be happening if, if you have to move, whether it's for a life changing event or a job that you can't pass up.
I'm also curious about the supply side of the equation in terms of their supply chain, not just with stuff, but with labor, right?For better part of a decade, there's 400,000 open in the in the construction labor market that continues to keep it tight.You, when you go to Capitol Hill, Jim, you talk to lawmakers about immigration policy.
But what would an ideal situation look like for you guys, immigration reform wise so secure the border.We want people who want to work in the construction industry to have a, a visa that allows them to work in our industry just like they can work in the seasonal market or they can work in agriculture.
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