Why there may be a 'mild' recession coming, prepping for Nvidia earnings: Market Domination

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Crossmark Global Investments Новости

Bob Doll,Nvidia,William Stein

Stocks (^DJI,^GSPC, ^IXIC) closed mixed on Friday, with the Dow Jones Industrial Average closing above 40,000 for the first time. However, Crossmark Global...

) closed mixed on Friday, with the Dow Jones Industrial Average closing above 40,000 for the first time. However, Crossmark Global Investments CEO and CIO Bob Doll is concerned) when it reports its first quarter results on Wednesday, May 22 after the market close. Wedbush Equity Research SVP Matt Bryson and Truist Securities Managing Director William Stein joinedWe are giving you the ultimate investing playbook to help tune out the noise and make the right moves for your money.

Uh a week ago, we got the University of Michigan Consumer Confidence Index and not only are lower end consumers struggling, but now some mid income consumers are struggling.And of course, inflation expectations in that same survey went up a bunch. So I I'm owning companies or trying to anyway, that have high earnings predictability, high earnings persistence and strong and growing free cash flow.Uh, those stocks have done just fine on the way up and if we get any kind of pull back of, uh, that lasts more than a couple of weeks, I think those stocks will go down for sure.

The software company reportedly aiming to release the coming installment of Call of Duty to its subscription service for more on what's new in tech.Joining us now, Bob, it's good to see you. Does this do anything to the Activision franchise to the Call of Duty franchise in terms of a hit to reputation at all?

And within three months, all of a sudden, Microsoft was talking about integrating the open A I stuff into their tools with copilot.And frankly, what we've seen since then is a lot of scrambling and catching up by the Googles of the world, by the um Amazons of the world, by the metas of the world.So, you know, the expectation is that they're going to continue to build on what they've done with copilot, you know, they brought it out into office.

Uh There was another report that just came out today or the day before about moving to a new type of uh more dense battery because the battery is the thing that to be honest with you, that's kept these phones as thick as they are because you need a certain amount of battery life.We get a slimmer iphone and some people will pay the premium because they want to have the coolest latest thing in the long run.Uh to be honest with you, excuse me than a thinner one.

There are a lot of questions about this as you pointed out yesterday, how are reds going to feel about this? Just drug stock has been interesting, you know, I mean, down, obviously hard today, it's also down hard in the red this year, but also, I mean, just pulled back a bit nice pop recently. So in that 24 hour session and largely it seems like that's what strategists and people that are in the exchange space think this would look like anyway, if people are still going to trade during the day, this is really a play for two different groups of people.The big companies, we talk about all the time, a large portion of their revenue is now out of the US.The exchange has seen an opportunity to essentially appease that demand and be open during those hours.

When you look to sell it at a certain price right now that spread when you have high volume is pretty narrow, that spread could widen significantly if you're trading in low volume hours.And I think if we're still gonna see a lot of people trading in traditional hours, then maybe, maybe the bell still matters.We'll take a deep dive with the two sos to help you make the best choices for your portfolio.

Of course, this thing tells you where you wanna go, what car you might at least before even your thread count of your sheets.Um And then finally, there's the valuation that you're looking at as well and you know that you are seeing that growth that you pointed but at what you say is a good valuation.

Uh, the previous manager dug a hole strategically and too much time spent and too much money spent that. The industry's top names, unveiling their upfront presentations to advertisers but it wasn't the shows making the big headlines. Um but opening up to the trade desk here is, is gonna be really important because Netflix is uh 20% of viewership and that ad put platform is, is expected to be.

Um The, the trade desk and the role that it plays as the, the really the largest independent uh demand side platform to have a ton of relationships with, with large advertisers. Uh We think that there's upside to the numbers this year when you look at um the Netflix contribution next year, we think there's upside now to numbers next year.

 

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