) saw a sharp sell-off, with the"Magnificent Seven" dragging down the Nasdaq. T. Rowe Price global head of multi-asset and chief investment officersays the bulls and bears are truly in a fight over where the market is headed, with bears making the case for an economic slowdown while bulls argue rate cuts will keep the rally going.
This is usually not always when we actually want to buy an overweight stocks, so we tend to be contrarians.I do not think this is like the tech bubble for technology, so you you're not in either of these environments.High valuations, good arguments from the Bulls, earnings coming up, rates coming down and so just stay invested, Stay diversified.But I think this is where we are, and by the way, under the hood we've been positioned for rotation.
Um, he also mentions JD power, uh, last month, reporting that Ford jumped 14 spots number nine in in in the company's 2024 initial quality study.Uh, that that was a CFO John Lawler saying there, uh, does not would declined the number of incidents during the critical first three months in service.
There were there was a little bit of noise in the quarter during the quarter, there was, um, a whole sort of social media complaint chain about portion sizes there were analysts going out and doing their checks.And there were there was this whole theory that if you went to a chipotle with a camera like you were posting that you would get a healthy portion.They are definitely meant you can easily, easily You can see the entire Liton family on that burrito is what I It's a small family.
And a very and a large one, right, So So So maybe that's part of the story Here, too, is that we have not seen, um this enormous run. So with the analysis, the insight I love Chipotle, I'm so I'm gonna send my photos and you're gonna be back with more earnings.Joining us now is Dan Morgan Cineas Trust senior portfolio manager.Dan, they reported investors clearly like what they see, at least initially Here got the stock popping about 4% in the after hours.Well, Josh, I mean, just, uh beyond the top line revenue beat and earnings beat.Uh, the street was looking for about a 3.5% increase.
And now we're gonna roll in, as you said into Microsoft and Apple and, uh, Amazon next week and, you know, collectively, those companies all expected to spend about 100 and $80 billion.Josh and Julie that IBM is really in that same hyper scale battle in terms of trying to generate RO I off a huge amount of Capex.
What do you see in there in terms of themes and trends, Dan, you know, does does what you just saw on IBM.You know, Josh, we look at IBM is really more of a dividend yielding kind of, you know, huge amount of reoccurring revenue generator.They pay a very high dividend, and they have about 12 billion in cash flow.
But the Big Claw is the company's earnings guide and scroll down to the bottom earnings release adjusted earnings per share, now seen at $12 a share.So they are reaffirming their top or their their revenue outlook.
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