Recommandations
L'entrée est le cours de clôture de l'actif à la date de publication. Le cours actuel est la dernière clôture enregistrée.
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Entrée $46,26 14 août 2026Actuel $46,26 14 août 2026Résultat +$0,00
I ON -- IONQ IS MY FAVORITE IN THE SPACE.
Contexte "I ON -- IONQ IS MY FAVORITE IN THE SPACE. IT USES TRAPPED BITS AS OPPOSED TO SUPERCONDUCTOR IONS."
Transcription Complète
WAIT, WHAT ABOUT US? [LAUGHTER] FOLKS, WE'VE GOT SOME BREAKING NEWS JUST HITTING THE TAPE. "THE WALL STREET JOURNAL" REPORTS THAT PAY AL IS THIS TALKS -- PAYPAL IS IN TALKS TO SELL ITSELF TO A GROUP THAT INCLUDES STRIPE AND ADVENT INTERNATIONAL. IF ACCORDING TO PEOPLE FAMILIAR WITH THE MATTER, STRIPE AND IS ADVENT IN JULY PROPOSED PAYING $OF 60, 50 A SHARE FOR PAYPAL -- $60.50. RIGHT NOW THE STOCK IS AT $61.71, AND THE TWO SIDES HAVE SIN BEEN NEGOTIATING A POTENTIALLY HIGHER RICE. RIGHT NOW THE STOCK IS UP ABOUT THE 2% AT THE MOMENT. THIS IS A REPORT FROM THE "WALL STREET JOURNAL." KIND OF INTERESTING CONSIDERING YESTERDAY WE HAD THE REPORT THAT MAYBE PRIVATE EQUITY WOULD BE PICKING UP WORKDAY, A SOFTWARE COMPANY. LOTS OF ACTION IN THAT AREA. ALL RIGHT. CLOSING BELL, WE ARE THREE MINUTES AWAY. RUSSELL STILL ON TRACK FOR A RECORD CLOSE BUT NO CIGAR FOR THE SEMI. -- S&P 500. REST OF THE SCREEN IS RED. ELON MUSK HAS REVEALED A 48.4% STAKE IN SPACEX WHICH VALUES HIS STAKE AT MORE THAN $800 -- 900 BILLION. AS THE STOCK HOLDS ABOVE ITS IPO PRODUCE. COUNTDOWN CLOSER KEITH FITZ-GERALD IS EXPECTING THE STOCK TO REACH INTERGALACTIC HEIGHTS BY THIS TIME NEXT YEAR. KEITH, YOU LIKE THIS STOCK. IT HAD A TERRIFYING MOMENT A WEEK OR TWO AGO WHEN IT FELL PRETTY DRAMATICALLY BELOW $135, ITS IPO PRICE. WHAT DO YOU LIKE ABOUT IT HERE? >> SPACEX IS AN AWFUL TO LOT LIKE THE COLLECTOR CARS YOU JUST TALKED ABOUT. IT'S SUPER HIGH PERFORMANCE, VERTICALLY INTEGRATED, UNBELIEVABLY WELL FIT AND IS BUILT OUT. THERE'S NEVER BEEN A COUNTRY LIKE THIS IN HISTORY, I THINK THE STOCK IS GOING TO DOUBLE OR TRIPLE AT A MINIMUM IN THE NEXT FEW YEARS. LIZ: WHICH PART DO YOU LIKE THE MOST, THE ROCKET SHIP PART, STARLINK OR XAI IN. >> THERE'S ACTUALLY TWO PARTS I LIKE MOST, ONE IS THE INTEGRATION OF DATA IN XAI, BECAUSE THAT'S GOING TO POWER EVERYTHING ELSE. THE SECOND THING IS SOMETHING MOST PEOPLE DON'T UNDERSTAND. EVERY TIME THEY LAUNCH, THE STOCK MARGINS, THE PROFIT MARGINS, IN FACT, GET BIGGER AND THE COSTS GO DOWN. SO THE SCALABILITY IS GROWING RIGHT IN PLAIN SIGHT, AND NOBODY SEES IT. LIZ: LET'S TALK ABOUT QUANTUM COMPUTING, BECAUSE I -- WE HAVEN'T TALKED ABOUT THOSE STOCKS LATELY. THEY ARE EITHER SKYROCKETING OR FALLING. YOU HAVE A PICK OF ONE OF THESE NAMES, AND THERE ARE SEVERAL IN THE SPACE. BUT WHEW THIS -- WHY THIS ONE? TELL US WHAT IT IS. >> I ON -- IONQ IS MY FAVORITE IN THE SPACE. IT USES TRAPPED BITS AS OPPOSED TO SUPERCONDUCTOR IONS. THEY'RE BUILDING A ROAD MAP, A COMPLETE STACK. COMPETITORS ARE BUILDING CHIPS OR DISCREET ELEMENTS IN THE QUANTUM COMPUTING CHAIN. I LIKE THE BIGGER PICTURE. IT'S HAD FIVE RECORD CONSECUTIVE QUARTERS, AND THE CONTRACT BACKLOG IS FANTASTIC. LIZ: KEITH, I'M NOT QUESTIONING YOUR CHOICES, BUT IONQ ONE NAME -- IS ONE NAME. RIGETTI IS THE ONE THAT CITADEL'S KEN GRIFFIN IS BACKING. WHY ARE YOU PICKING IT OVERLY GETTY? >> KEN'S A SMART GUY, BUT HE'S BETTING ON A ROAD MAP AND A PATH TO PROFITS. RIGETTI TRADES AT A PE MULTIPLE TEN TIMES WHAT PALANTIR IS. AGAIN, IF YOU'RE KEN GRIFFIN, GREAT, BUT IT'S A SMALL POSITION IN TERMS OF HIS OVERALL WEALTH. FOR MELY GETTY IS WELL CONCERN RIGETTI GREAT, BUT I PREFER THE COMPANIES WITH THE PROVEN RESULTS. LIZ: GOOD TO SEE YOU, THANK YOU SO MUCH. THE CLOSING BELL, IT IS ANOTHER RECORD FOR THE RUSSELL
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