Daily Stock Picks

$MSFT $GOOG $META race for AI dominance - Market update 4-26-23


Listen Later

$FRC is dead - $MSFT hype for AI worked - $GOOG has a huge buyback and a special look at $SPY 



In Mexico - the show is sponsored by $MELI - what a killer stock.

In the US - the show is sponsored by Carvana $CVNA and Reeses Peanut Butter Cups

SPONSORED BY VISIBLE - Check out this page: https://www.visible.com/get/?3P8FJPM, it has all the info you need to know about joining Visible. When you use my friend code, 3MFGCRG, you’ll get your first month of service for $20-off!

Use code DSP25 for 25% off Trendspider's platform - https://trendspider.com/?_go=gary93

Please use this link as I do get a commission when you sign up, but it's the program I use my algorithm in and I'll give you access to the algorithm if you sign up through this link. I will also give you watch lists and my custom scans that I use in the podcast every day.

Sign up for Webull and get free stocks like I did - WEBULL LINK 

Support the podcast - HERE

Social Links and more - https://linktr.ee/dailystockpick 

NOTES



Earnings beats - strong consumer from visa including international travel boost- strong guidance - inflation coming down - bond rates below 4% - it all adds up to the potential the fed doesn’t have to raise (I think they will) and maybe we have a soft landing and they may have to cut rates soon 


$SPY - just got out of the 4hour algo with a 3% gain - $420 is resistance - get over that and $470 is the next resistance which is 11% upside which is huge. The lower support on the ascending wedge is $385


Gene Munster (like the cheese) on the $goog and $msft calls 


Comparing tonights $GOOG and $MSFT earnings calls.

When the topic of AI has come up, it feels like Google management is drinking tea and Microsoft Red Bull.

GOOG stock is up 1%, MSFT up 9% in after-hours.


Google’s AI tone is optimistic, measured, put the customer first, do it right, and light on details besides AI search.


Microsoft is talking up about how much they're integrating AI into many products in the near term, try it out and see if it works.


#GOOG Google Cloud Revenue up +21.9% YoY, Search Revenue up +1.8% YoY


$msft is up so much because of azure cloud and the guidance 


$goog has a huge buyback 


David yocum - go look at the chart on Twitter 


$QQQ getting rejected off of its ATH AVWAP for the second time.


Last time, the Q's lost 25% of its value within 75 days.


Will history repeat itself?


$crwd for Lena on Facebook 


$amd for chati on Facebook - I like $qcom for ppl who want less volatility 


Earnings

 Today $meta 

Tomorrow - $amzn 

Friday - $xom 



$frc is on life support - the bank needs cash like $svb but bank management doesn’t want to be bought at this price. If it goes under - shareholders will be at $0 so be careful 


$pacw like I said yesterday - good gamble - up 20% because deposits are safe 


$aapl getting in the ai hype with an ai powered health coach through Apple Watch 


If $AAPL breaks $162 support - I think we may see it go to the $150’s before $170’s 


Oh … and did you sign up for apple savings at 4.5%? I did 


Regulator in uk blocked $atvi deal with $msft - they can appeal but it looks like a straight no out of the uk so there the deal looks to be off - if it gets too messy and too expensive $msft may be out - $atvi is saying they will appeal 


Remember - there’s a $3b break up fee $msft will pay - and pre deal this was a $50 stock 



$ba beat and reaffirmed guidance - including 737 production will be 37 per month later this year (at 31 per month now) 


$ENPH - very poor results and guidance - it’s over Johnny!


2 stocks - $UBER under $30 and $RBLX under $40


SCANS

$SPOT

$SBUX

$EBAY

$DUK


...more
View all episodesView all episodes
Download on the App Store

Daily Stock PicksBy Gary Vaughan

  • 5
  • 5
  • 5
  • 5
  • 5

5

3 ratings


More shows like Daily Stock Picks

View all
Mad Money w/ Jim Cramer by CNBC

Mad Money w/ Jim Cramer

4,076 Listeners

CNBC's "Fast Money" by CNBC

CNBC's "Fast Money"

1,367 Listeners

Motley Fool Money by The Motley Fool

Motley Fool Money

3,178 Listeners

Best Stocks Now with Bill Gunderson by Bill Gunderson

Best Stocks Now with Bill Gunderson

349 Listeners

Odd Lots by Bloomberg

Odd Lots

1,869 Listeners

The Investing for Beginners Podcast - Your Path to Financial Freedom by By Andrew Sather and Dave Ahern | Stock Market Guide to Buying Stocks like

The Investing for Beginners Podcast - Your Path to Financial Freedom

1,413 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

1,996 Listeners

Wall Street Breakfast by Seeking Alpha

Wall Street Breakfast

1,021 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,078 Listeners

Thoughts on the Market by Morgan Stanley

Thoughts on the Market

1,279 Listeners

Dumb Money Live by Dumb Money

Dumb Money Live

119 Listeners

Ask The Compound by The Compound

Ask The Compound

310 Listeners

RiskReversal Pod by RiskReversal Media

RiskReversal Pod

804 Listeners

Investing Experts by Seeking Alpha

Investing Experts

58 Listeners

Stock Market Today With IBD by Investor's Business Daily

Stock Market Today With IBD

43 Listeners