AMD CEO interview, Oracle earnings: Market Domination Overtime

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Julie Hyman News

Josh Lipton,Advanced Micro Devices,Lisa Su

Stocks (^DJI, ^IXIC, ^GSPC) ended the day in positive territory, rebounding from last week's volatility that kicked off September. Julie Hyman and Josh...

There's the closing bell on Wall Street and now it's market domination over time, sponsored by Tasty trade.

But the dow coming back today by about 1.2% 484 points, the S and P 500 up 1.2% and the NASDAQ up about 1.2% as well.Now, the market has set its sights on CP I coming Wednesday. And, you know, you look at the underlying macro data that we're staring at every day and it's not exceptional, but it's not bad either.

And I don't think you have to look much further than a lot of the numbers we've seen from the consumer discretionary companies where they're slash and forecast because the demand just isn't there like it has been.I know we, we keep hearing, you know, inflation is way down, inflation is way down.But the problem is, is, you know, there's 20 or 30% built up in there that's still increasing on a month, over month basis.

Just because with interest rates going back, potentially going backwards, you know, and those defensive positions should buoy a lot of those equity or that section of the equity market. Um You know, certainly, you know, when all this started floating rate looked great, you know, the shorter end of the curve was fantastic because you were participating in all of those interest rate hikes along the way, you know, getting upwards of 6% on basically market neutral money as we start to look at rates coming backwards.And, you know, we've started to do that a little bit, not going way out on the curve, maybe in that 1 to 5 range.

Uh Oracle chairman and CTO Larry Ellison also talking about that says they signed AWS contract uh a milestone.So we'll certainly want more context, calling the call about that Ellison. Um I believe this is a market that will grow to, you know, $400 billion by 2027 which is huge and it is an A I super cycle, you know, sometimes people get caught on, you know, what's happening today, what's happening tomorrow, the next quarter.

And so we're learning a ton on the software side, we're learning a ton about what is the most efficient way to yet these products to market.Well, look, we, we're a growth company and as a growth company, our job is to invest and invest ahead of the curve we've done now, three or four acquisitions, three in the last let's call it year and then we just announced a new one.If you can believe that uh we did XY Links, we did Pensando on the networking side.

I'm a big fan of the R and D efforts because the work that's being done in the National Semiconductor Technology Center to build a semiconductor R and D footprint is extremely strategic.There is no 11 thing that's going to make this all of a sudden better. Really working on some amazing things over there at a MD ad chair and CL Lisa, let's hopefully not wait another 10 years to hang out in person again.Switch to politics here on Tuesday night, Vice President Kamala Harris and former President Donald Trump will meet for the first time in a debate with economic issues likely to be front and center for more on what to expect from this high stakes event.

They've been in the same room in the past, but this will be the first time they've ever directly interacted.Is it tariffs, for example, that's certainly something that a lot of economists have talked about.I mean, one of the tariffs has been setting up in the last few weeks is a real sort of push on, on these tariffs.There's a stat out there that if you go the full Trump effect 60% tariffs on China, 20% tariffs on, on all of our trading partners.

Harvey Weinstein is rushed to the hospital for emergency heart surgery days before appearing in court

 

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