Workflow
market concentration
icon
Search documents
Not willing to shoot against the revenue story in the AI trade, says Goldman's Tony Pasquariello
CNBC Television· 2025-11-03 21:09
All right, welcome back. We stick with the AI trade. Do you even as the market has gotten increasingly topheavy. You do.That is the call today from Goldman's head of hedge fund research, Tony Pascarelloo. He's here at Post 9. Uh that that's your basis of the call.It's like I know it's so topheavy and I know it makes some people uneasy, but you got to stay with it. >> Is that like a decent way of summing it up. >> I think it's fair.There's no doubt the market's topheavy. There's no doubt it's concentrated. W ...
There will always be some story trying to scare you when it comes to Big Tech, says Jim Cramer
CNBC Television· 2025-09-04 00:10
Hey, I'm Kramer. Welcome to Mad Money. Welcome to Crane America.Other people make friends. I'm just trying to help you make some money. My job is not just to entertain, but to do some serious explaining here.So, call me 1 800743 CNBC or tweet me at Jim Kramer. It's starting up again. You know the litany.The market's too concentrated. Gain just in a handful of stocks. The whole thing's a house of a card.So, sell. >> That was the story yesterday and we heard it again this very morning. Even as the averages op ...