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So if there is any kind of doubt any hotter than expected inflation data, then unfortunately, that does probably push out that likely date through to the end of the year.So let's take a look here first, at the major averages here.Um We are focusing more, it seems like traders are focusing more on tomorrow's jobs report versus anything that happened today.
So we're gonna talk about that in just a few, the shares up 56% over two days, but on the single session up 32%.Jared, thank you, Julie investors on edge with the major averages.The euphoria over Nvidia's $3 trillion market cap fading a little bit.Thank you for joining us here.You know, we're very much believers in the A I story.I think we're so early in the phases of that transfusing through the economy.
We actually think tech as a whole is only half the multiple of what it was in 2000 and, and much more reasonably priced than it was back then.Well, back then you had, uh, nine stocks, triple digit pe some of the largest stocks, sp 500 had hundreds of pe ratios, Cisco in the hundreds of pe S NVIDIA is expensive, but it's still around 40 times next year earnings.
Now, the question is, can they say the data is coming enough that they have confidence that inflation is well on its way down? We had um uh some uh I guess surrounding the end of the decision there in India, we have modi remaining in power, but he has a reform agenda. It's been tough for small caps who are more reliant on bank lending and so that they're paying the higher cost of the fed.We think that broader participation would include things like the small caps.You know, the the long term bonds, the tips yields are only 2%.We want to check on shares of gamestop here that are soaring today as we talked about earlier, some 40%.
We'd have an episode, then we'd have a few weeks for us and, and you know, maybe it's tied to the option schedule, maybe it's tied to something else. Josh Lipton sat down with Palantir Technology Ceo Alex Carp to discuss the company's A I platform defense spending and more.Now for a look at some trending tickers first up JM Smucker, the company reporting earnings that came in way above analysts expectations, the shares up by some 4%.
And this is all part of the big, the kind, a big pusher to make these cars cheaper but not sort of ruin the experience or make the cars lesser than what they were before.Make these cars actually profitable and they need to bridge that kind of road to 2026 when the R two comes out of the new vehicle. Although we are seeing a pull back just a small one today and with Nvidia's 10 to 1 stock play coming up tomorrow, we may see another surge in short selling and options trading for more.Well, NVIDIA has got a is, is the largest short in the US market with $34 billion of short interest.People are shorting it based on being a momentum stock and also a hedge to the market and a hedge to the tech side of uh of the uh of the street.
So, you know, you gotta see who's, who's on each week, uh, each side of the market and we're seeing a lot of shorts betting, the, uh, betting for downturn.We were talking about roaring kitty Keith Gill.What kind of short interest are you seeing in Gamestop ahead of this event?We've got $2 billion worth of shorts, uh, interest in Gamestop.
Well, and that, that's what's interesting to me as well because I've seen some chatter recently that it's not just shorts that are getting out of the market with something like that, that generally in the market there is lower short interest.You know, not really, we're, we're seeing that the short interest has actually gone up over the last 30 days.
Uh So, you know, the the people are rotating in and out of sectors uh but generally short interest is still up. You can get in and out of the position as opposed to, you know, going in and out of Bitcoin itself uh or paying a premium in the ETF. That wasn't your retail sellers and in all probability, it wasn't your money manager that was quantitatively driven for that much selling to happen that quick off, that little piece of news sales force is a wonderful company wonderfully managed.But if you look at the long term effects of what sales force is doing as far as what A I is going on with it.The fact that you're buying down here on a dip as far as being an intermediate to long term investment for investors.
It's down something like 75% but it did have a, I mean, off a low base but it had a little bit of a bump um, in, in the last month here.Well, I mean, they had a big piece of news with the merger falling through this thing's falling apart. I'm guessing from what you're saying, you use, you use, you use sales force at your office and you own sales force.We'll be bringing you new episodes three times a week at 3:30 p.m. Eastern and on Tuesday, crowd strike holdings delivered first quarter earnings that beat Wall Street's expectations despite a pullback and spending that has challenged many of the cyber security rivals joining us.Thank you for joining us here today.
And what that's telling us is that the Falcon platform, the Crowdstrike Falcon platform has become the platform of, of, of record in the cybersecurity industry.They are buying more modules, they are deploying more of our capabilities and they're turning off uh other uh workloads, other products from other vendors and we're seeing that happen more and more.
Well, for us, it's, it's important to make sure that we, we stay close to who we've always been and that's to stop breaches and give customers uh access to technology.Like I said, at the start, it's a very complex area and there's so many products out there that are just too hard to use and that uh chaos that I an organization has to deal with because they're working with 1015, 20 different vendors.You can get the product rolled out in a few seconds.
Can you give us sort of a temperature check on enterprise spending here because it feels like at least in terms of what we've been hearing from companies this earnings season, it's kind of been all over the map.Are you hearing that even your clients are still still spending with you that they're trying to sort of retrench or, or save money.Uh, we, we haven't seen any change whether it's, uh, positive or negative.
We've released a lot of technology you talked about Shark Island earlier, but we're solving it challenges with Falcon Fry T we introduced data protection, a new module to help with data loss and data loss prevention. We're looking at how to navigate the big picture with the Yahoo finance playbook, Anthony Cumba Loop Capital Markets managing director is joining us now for more Anthony.First of all, because typically we're talking about lower income consumers, although sometimes other folks trade down there.And how is that playing out with some of these discounters?On the one hand, they are working, right.
Because I'm looking at our Wi Fi interactive heat map of discount retailers here, Ali Arlys lie bargain basement up 11% on the year.And although it matters more than the p the share price, so what do you like in some of these companies?Uh, specifically Ali's, which as you said is a year to date. They've continued to have problems with family dollar, uh, which is a chain that they acquired back in 2014, probably never should have acquired them quite frankly.But the reason I'm optimistic about Dollar Tree is they just announced yesterday, um, that they are, um, you know, considering strategic alternatives for family dollar ie they're looking to sell family dollar and quite frankly, they could sell family dollar, a bag of magic beans.
I understand that you have some opinions about gamestop and just some of the incredible volatility we've been talking about here today.You know, and, and the infamous words of uh of I believe it's Al Pacino and Godfather three every time I get out, they drag me back in.
And, and it really makes me very uneasy when individuals like Keith Gill have figured out how to game the system, no pun intended and take advantage of these individuals.I mean, we can have a debate about what is gamestop worth.But when individuals are, you know, doing things like this, it just makes me really, really uncomfortable and quite frankly, I feel sorry for these individual investors who are just being taken to the cleaners.
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