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What we NEED to see is an IMPROVEMENT in the deficit-to-GDP ratio

Name: What we NEED to see is an IMPROVEMENT in the deficit-to-GDP ratio
Uploaded: 2026-09-06T00:00:00Z

Fox Business Clips

Analisado Ver no YouTube Solicitado Em 07 set 2026

Retorno do vídeo: -0,01%
Chamadas: 6
Compra / Venda: 6 0
Publicado: 06 set 2026

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01 MSFT NASDAQ COMPRAR -1,15%

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Contexto da transcrição original
… IN THE MARKET IS REWARDING SENSATION AND I JUST EXPECTATIONS ANY SWINGS TO THE AUDIENCE. >> SO THE MARKET IS NOW THE STAGE NOW THE MARKET WANT TO SEE RESULTS NOT PROMISES THE MARKET WANTS TO SEE THE MONETIZING AI NOT JUST TALKING ABOUT IT SO WE SAW THIS IN THE NEXT SEASON WERE MICROSOFT AND AMAZON THEY GOT REWARDED BUT META- GOT PUNISHED AND SO AT THIS POINT, THE COMPANIES WE WANT TO BE INVESTED IN THIS COMPANIES THAT ARE CAPABLE OF STORING THOSE BOTTOM LINE RESULTS. >> AND SO OF COURSE THE QUESTION IS ABOUT THESE HYPER SCHOLARS AND RETURN INVESTMENT CAPITOL AND SOME OF THEM ARE ANSWERING THAT SOME SAY BOTH WE MAKE MONEY GOOGLE'S CLOUD BUSINESS EXPLODED HIGHER AS OF THOSE ARE AREAS THAT YOU'RE LOOKING …

SO WE SAW THIS IN THE NEXT SEASON WERE MICROSOFT AND AMAZON THEY GOT REWARDED BUT META- GOT PUNISHED AND SO AT THIS POINT, THE COMPANIES WE WANT TO BE INVESTED IN THIS COMPANIES THAT ARE CAPABLE OF STORING THOSE BOTTOM LINE RESULTS.
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Contexto da transcrição original
… IN THE MARKET IS REWARDING SENSATION AND I JUST EXPECTATIONS ANY SWINGS TO THE AUDIENCE. >> SO THE MARKET IS NOW THE STAGE NOW THE MARKET WANT TO SEE RESULTS NOT PROMISES THE MARKET WANTS TO SEE THE MONETIZING AI NOT JUST TALKING ABOUT IT SO WE SAW THIS IN THE NEXT SEASON WERE MICROSOFT AND AMAZON THEY GOT REWARDED BUT META- GOT PUNISHED AND SO AT THIS POINT, THE COMPANIES WE WANT TO BE INVESTED IN THIS COMPANIES THAT ARE CAPABLE OF STORING THOSE BOTTOM LINE RESULTS. >> AND SO OF COURSE THE QUESTION IS ABOUT THESE HYPER SCHOLARS AND RETURN INVESTMENT CAPITOL AND SOME OF THEM ARE ANSWERING THAT SOME SAY BOTH WE MAKE MONEY GOOGLE'S CLOUD BUSINESS EXPLODED HIGHER AS OF THOSE ARE AREAS THAT YOU'RE LOOKING …

SO WE SAW THIS IN THE NEXT SEASON WERE MICROSOFT AND AMAZON THEY GOT REWARDED BUT META- GOT PUNISHED AND SO AT THIS POINT, THE COMPANIES WE WANT TO BE INVESTED IN THIS COMPANIES THAT ARE CAPABLE OF STORING THOSE BOTTOM LINE RESULTS.
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Contexto da transcrição original
… THE COMPANIES WE WANT TO BE INVESTED IN THIS COMPANIES THAT ARE CAPABLE OF STORING THOSE BOTTOM LINE RESULTS. >> AND SO OF COURSE THE QUESTION IS ABOUT THESE HYPER SCHOLARS AND RETURN INVESTMENT CAPITOL AND SOME OF THEM ARE ANSWERING THAT SOME SAY BOTH WE MAKE MONEY GOOGLE'S CLOUD BUSINESS EXPLODED HIGHER AS OF THOSE ARE AREAS THAT YOU'RE LOOKING TO TAKE ADVANTAGE OF BECAUSE THIS WOULD BE JUST THE BEGINNING AND I SEE SOME CHART SHOWING FREE CASH FLOW FOR THESE NAMES FEW YEARS OUT, THROUGH THE ROOF. >> SURE, YOU CAPITALIZE ON IT ALSO UNDERSTAND THAT THIS IS NOT JUST A TECH STORY NOW AND WHAT WE ACTUALLY SEE IS A SPENDING NOW MAKING ITS WAY INT…

SOME SAY BOTH WE MAKE MONEY GOOGLE'S CLOUD BUSINESS EXPLODED HIGHER AS OF THOSE ARE AREAS THAT YOU'RE LOOKING TO TAKE ADVANTAGE OF BECAUSE THIS WOULD BE JUST THE BEGINNING
04 XOM NYSE COMPRAR +0,75%

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Contexto da transcrição original
…UGH OF A PRETTY HEFTY DEBITED THE QUESTION MY MIND OF THOUGH IS THAT WHEN WE THOUGHT THAT WORK WHEN THE CONFLICT, FRUIT 115 CASES IN 20 TODAY ALL THE WAY DOWN TO 60 HATED IF HE COMES IN THE QUICKLY COMING IN YOUR STOMACH MONEY IS NAMES. >> I THINK THESE ARE GOOD COMPANIES PAYING GOOD DIVIDENDS INTERESTING CLEAT BUSINESSES SOLID AND OIL IS VERY VALID WHEN WE INVESTED IN THESE COMPANIES, THERE WERE TWO REASONS AND ONE WAS A GEOPOLITICAL TENSIONS THE OTHER IS THAT TREMENDOUS AI DATA WILL BENEFIT FROM THAT AS WELL. GEOPOLITICAL TENSIONS, BUT PEOPLE ANTICIPATING WOULD END QUICKLY WE DON'T THINK THAT IT WILL LAST AT LEAST NOT UNTIL AFTER THE MIDTERM ELECTIONS BECAUSE ELON KNOWS THE GAME THEY'RE GOING TO TRY TO PROBABLY EXTEND AS OF THESE NAMES POTENTIALLY WILL CONTINUE TO DO WELL AND IS IMPORTANT TO HAVE IT AS A HEDGE, AND THE PORT FOR LA AND PORTFOLIO TENSIONS ENOUGH HOMES IN THE DATA ENTER ISSUE IS HUGE AND EVERYONE IS TALKING ABOUT THE PUSHBACK 70 PERCENT OPPOSITION I THANK YOU SO ONE OF THE REASONS IS ON THE AI INFRASTRUCTURE * BACK OF IT HERE. KAND…

I THINK THESE ARE GOOD COMPANIES PAYING GOOD DIVIDENDS INTERESTING CLEAT BUSINESSES SOLID AND OIL IS VERY VALID WHEN WE INVESTED IN THESE COMPANIES, THERE WERE TWO REASONS AND ONE WAS A GEOPOLITICAL TENSIONS THE OTHER IS THAT TREMENDOUS AI DATA WILL BENEFIT FROM THAT AS WELL. GEOPOLITICAL TENSIONS, BUT PEOPLE ANTICIPATING WOULD END QUICKLY WE DON'T THINK THAT IT WILL LAST AT LEAST NOT UNTIL AFTER THE MIDTERM ELECTIONS BECAUSE ELON KNOWS THE GAME THEY'RE GOING TO TRY TO PROBABLY EXTEND AS OF THESE NAMES POTENTIALLY WILL CONTINUE TO DO WELL AND IS IMPORTANT TO HAVE IT AS A HEDGE

Contexto extraído por IA "I THINK THESE ARE GOOD COMPANIES PAYING GOOD DIVIDENDS INTERESTING CLEAT BUSINESSES SOLID AND OIL IS VERY VALID ... POTENTIALLY WILL CONTINUE TO DO WELL AND IS IMPORTANT TO HAVE IT AS A HEDGE"
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Contexto da transcrição original
…UGH OF A PRETTY HEFTY DEBITED THE QUESTION MY MIND OF THOUGH IS THAT WHEN WE THOUGHT THAT WORK WHEN THE CONFLICT, FRUIT 115 CASES IN 20 TODAY ALL THE WAY DOWN TO 60 HATED IF HE COMES IN THE QUICKLY COMING IN YOUR STOMACH MONEY IS NAMES. >> I THINK THESE ARE GOOD COMPANIES PAYING GOOD DIVIDENDS INTERESTING CLEAT BUSINESSES SOLID AND OIL IS VERY VALID WHEN WE INVESTED IN THESE COMPANIES, THERE WERE TWO REASONS AND ONE WAS A GEOPOLITICAL TENSIONS THE OTHER IS THAT TREMENDOUS AI DATA WILL BENEFIT FROM THAT AS WELL. GEOPOLITICAL TENSIONS, BUT PEOPLE ANTICIPATING WOULD END QUICKLY WE DON'T THINK THAT IT WILL LAST AT LEAST NOT UNTIL AFTER THE MIDTERM ELECTIONS BECAUSE ELON KNOWS THE GAME THEY'RE GOING TO TRY TO PROBABLY EXTEND AS OF THESE NAMES POTENTIALLY WILL CONTINUE TO DO WELL AND IS IMPORTANT TO HAVE IT AS A HEDGE, AND THE PORT FOR LA AND PORTFOLIO TENSIONS ENOUGH HOMES IN THE DATA ENTER ISSUE IS HUGE AND EVERYONE IS TALKING ABOUT THE PUSHBACK 70 PERCENT OPPOSITION I THANK YOU SO ONE OF THE REASONS IS ON THE AI INFRASTRUCTURE * BACK OF IT HERE. KAND…

I THINK THESE ARE GOOD COMPANIES PAYING GOOD DIVIDENDS INTERESTING CLEAT BUSINESSES SOLID AND OIL IS VERY VALID WHEN WE INVESTED IN THESE COMPANIES, THERE WERE TWO REASONS AND ONE WAS A GEOPOLITICAL TENSIONS THE OTHER IS THAT TREMENDOUS AI DATA WILL BENEFIT FROM THAT AS WELL. GEOPOLITICAL TENSIONS, BUT PEOPLE ANTICIPATING WOULD END QUICKLY WE DON'T THINK THAT IT WILL LAST AT LEAST NOT UNTIL AFTER THE MIDTERM ELECTIONS BECAUSE ELON KNOWS THE GAME THEY'RE GOING TO TRY TO PROBABLY EXTEND AS OF THESE NAMES POTENTIALLY WILL CONTINUE TO DO WELL AND IS IMPORTANT TO HAVE IT AS A HEDGE

Contexto extraído por IA "I THINK THESE ARE GOOD COMPANIES PAYING GOOD DIVIDENDS INTERESTING CLEAT BUSINESSES SOLID AND OIL IS VERY VALID ... POTENTIALLY WILL CONTINUE TO DO WELL AND IS IMPORTANT TO HAVE IT AS A HEDGE"
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Contexto da transcrição original
… SHORTAGE RIGHT AND JUST LIKE THE CHP SHORTAGE COMING BENEFITED NOTHING WITH US, THIS SHORTAGE IN CONSTRAINTS WILL BENEFIT INCOME IS THAT ALREADY HAVE THOSE DEALS AND PERMITS AND CONTINUE TO BENEFIT AND VERY IMPORTANT TO SEE INVESTED THERE SO THE COMPANIES LIKE CATERPILLAR COMPANIES AND THAT INFRASTRUCTURE WILL BUILD OUT IS IMPORTANT TO HAVE IT DIVERSIFICATION HAVE THE I DON'T THINK IT WILL BE RELATIVE BUT SHORT-TERM DESTRUCTION SURE SO YOU NEED TO HAVE

SO THE COMPANIES LIKE CATERPILLAR COMPANIES AND THAT INFRASTRUCTURE WILL BUILD OUT IS IMPORTANT TO HAVE IT DIVERSIFICATION

Transcrição Completa

>> MY NEXT GUEST SAYS THAT THERE ARE SEVERAL THINGS HAPPENING NOW IN SEVERAL MARKET NAMES, IS CRITICAL THAT INVESTORS UNDERSTAND WONDERING IN WALL STREET ALLIANCE COFOUNDER, AND IS TALK ABOUT THIS SO RISING BOND YIELDS BECAUSE EVERYONE HAS AN OPINION ON THESE THINGS AND DEFICITS AND INFLATION BY THE WAY IS IT A DEATH ENOUGH OF THE STOCK MARKET. >> NO I DON'T THINK SO FOR THE STOCK MARKET THINK THE PRIMARY INFLATION WILL PROBABLY RESOLVE ITSELF AS THE WORK COMES TO AN END EVENTUALLY. PRIMARY PROBLEM IS THE DEFICIT AND WERE NOT GOING TO RESOLVE THE DEFICIT BY CUTTING SPENDING BECAUSE A LOT OF IT IS NONDISCRETIONARY TO WELL IS AN OPTION BUT IT'S NOT QUITE HAVE IS MEG IS HAPPEN OR PRACTICAL A LOT OF IT IS DEFENSE AND NONDISCRETIONARY A LOT OF IT IS INTERESTING IS BECAUSE WE DO NOT HAVE CONTROL OVER IT BUT WHAT WE CAN CONTROL CHARLES IS GROWTH. AND WHAT WE NEED TO SEE IS IMPROVEMENT IN THE DEFICIT, TO THE GDP RATIO I THINK WE WILL START TO SEE IT BECAUSE IF YOU SAW IN THE ATTORNEYS SEASON, THEY SAW TREMENDOUS EARNINGS AND SAW IT ACROSS THE BOARD SO THERE WAS BREATH SO EVENTUALLY WE FEEL THAT AI PRODUCTIVITY, IMPROVE THE DEFICIT TO THE GDP RATIO SO WE WOULDN'T BE TOO CONCERNED ABOUT THIS IS A FACTOR TO WATCH. >> ONE THING ABOUT THIS MARKET IS THE SERVICE OF BEEN SORT OF HARD TO YOU KNOW IT LOOKS LIKE NOTHING IS HAPPENING THAT WE SEEN ROLLING RECESSION SAID ROLLING PULLBACKS FOR ENTIRE SECTORS PULLBACK AND MANUMISSION PULLBACKS BEING NORMAL. THIS WHY SAY DIVERSIFICATION MATTERS. >> SINCE 1980, WE'VE HAD A FULL BACK UP 14 PERCENT ON AVERAGE AND 75 PERCENT OF THE TIME OF THE MARKET IS A PIRATE SO YOU HAVE TO BE PREPARED FOR A PULLBACK. BUT IF THE PULLBACK HAPPENS IN YOUR INVESTED IN A HANDFUL OF HIGH DATA TECH COMPANIES YOU WILL GET HURT SO YOU REALLY WANT TO MAKE SURE THAT YOUR PORTFOLIO POSITIONING IS EXTREMELY IMPORTANT TO BE PREPARED FOR THE PULLBACKS ENOUGH ON A NOTE OF THE RENT WITH TECHNOLOGY AND SAY. >> WE HAVE SO TECH IS A SECTOR THAT WE THINK THAT A LOT OF PEOPLE GOT IT WRONG. A LOT OF PEOPLE LOADED UP IN THE VEGAS SEVEN AND IS BEEN UNDERREPORTED AND PERTINENT UNDERPERFORMING SIGNIFICANT SO INTO, YOU HAVE A BIT OF A MAC SEVEN TO MAKE SURE THAT THE BREATH IS THERE SO HAVE YOUR SEMICONDUCTORS AND HAVE YOUR CYBERSECURITY COMPANIES YOU WANT TO MAKE SURE WITH INTECH YOU HAVE BREATH AS WELL. >> IS THAT'S WHAT YOU ARE REFERRING TO COME IN THE MARKET IS REWARDING SENSATION AND I JUST EXPECTATIONS ANY SWINGS TO THE AUDIENCE. >> SO THE MARKET IS NOW THE STAGE NOW THE MARKET WANT TO SEE RESULTS NOT PROMISES THE MARKET WANTS TO SEE THE MONETIZING AI NOT JUST TALKING ABOUT IT SO WE SAW THIS IN THE NEXT SEASON WERE MICROSOFT AND AMAZON THEY GOT REWARDED BUT META- GOT PUNISHED AND SO AT THIS POINT, THE COMPANIES WE WANT TO BE INVESTED IN THIS COMPANIES THAT ARE CAPABLE OF STORING THOSE BOTTOM LINE RESULTS. >> AND SO OF COURSE THE QUESTION IS ABOUT THESE HYPER SCHOLARS AND RETURN INVESTMENT CAPITOL AND SOME OF THEM ARE ANSWERING THAT SOME SAY BOTH WE MAKE MONEY GOOGLE'S CLOUD BUSINESS EXPLODED HIGHER AS OF THOSE ARE AREAS THAT YOU'RE LOOKING TO TAKE ADVANTAGE OF BECAUSE THIS WOULD BE JUST THE BEGINNING AND I SEE SOME CHART SHOWING FREE CASH FLOW FOR THESE NAMES FEW YEARS OUT, THROUGH THE ROOF. >> SURE, YOU CAPITALIZE ON IT ALSO UNDERSTAND THAT THIS IS NOT JUST A TECH STORY NOW AND WHAT WE ACTUALLY SEE IS A SPENDING NOW MAKING ITS WAY INTO THE REAL ECONOMIES OF THE WAY WE HAVE TO START TO LOOK AT THIS IS THIS 800 BILLION AND THE SPENDING WILL BE THE RECIPIENTS OF THAT AND A PHYSICIAN AND THOSE COMPANIES AS WELL. >> SO WHENEVER WE TALK GEOPOLITICS FINANCIAL EATING TALKS ABOUT IT, IS A SCARY THING THAT IN A MARKET IS DOWN AND LOOK AT THE RENT ON YOUR SCREEN AND YOU SAY THAT IS CREATING INVESTMENT OPPORTUNITIES. I'M GOING TO GO TO THE NEXT FOUR BECAUSE I THINK THE LAST TIME THAT YOU ARE ON COME ABOUT SOME OF THESE NAMES COMING ENERGY SECTOR, EXXON AND CHEVRON, THESE TALKS HAVE BEEN EXTRAORDINARY RUNNING THROUGH OF A PRETTY HEFTY DEBITED THE QUESTION MY MIND OF THOUGH IS THAT WHEN WE THOUGHT THAT WORK WHEN THE CONFLICT, FRUIT 115 CASES IN 20 TODAY ALL THE WAY DOWN TO 60 HATED IF HE COMES IN THE QUICKLY COMING IN YOUR STOMACH MONEY IS NAMES. >> I THINK THESE ARE GOOD COMPANIES PAYING GOOD DIVIDENDS INTERESTING CLEAT BUSINESSES SOLID AND OIL IS VERY VALID WHEN WE INVESTED IN THESE COMPANIES, THERE WERE TWO REASONS AND ONE WAS A GEOPOLITICAL TENSIONS THE OTHER IS THAT TREMENDOUS AI DATA WILL BENEFIT FROM THAT AS WELL. GEOPOLITICAL TENSIONS, BUT PEOPLE ANTICIPATING WOULD END QUICKLY WE DON'T THINK THAT IT WILL LAST AT LEAST NOT UNTIL AFTER THE MIDTERM ELECTIONS BECAUSE ELON KNOWS THE GAME THEY'RE GOING TO TRY TO PROBABLY EXTEND AS OF THESE NAMES POTENTIALLY WILL CONTINUE TO DO WELL AND IS IMPORTANT TO HAVE IT AS A HEDGE, AND THE PORT FOR LA AND PORTFOLIO TENSIONS ENOUGH HOMES IN THE DATA ENTER ISSUE IS HUGE AND EVERYONE IS TALKING ABOUT THE PUSHBACK 70 PERCENT OPPOSITION I THANK YOU SO ONE OF THE REASONS IS ON THE AI INFRASTRUCTURE * BACK OF IT HERE. KANDISS ANIMALS 20 PERCENT DOWN FROM THE HIGH THINK THIS IS DOWN 20 PERCENT FROM THE HIGH DO YOU IGNORE THE NOISE UNDERSTANDING THAT PARTICULAR RIGHT NOW IN PROBABLY AMPLIFIED BECAUSE OF POLITICS BUT ULTIMATELY WE NEEDED FOR THESE NAMES ARE GOING TO BENEFIT IN THOSE IS HARD TO IMAGINE THEM NOT BENEFITING WITH ALL OF THE GOING INTO THESE DATA CENTERS BEING BUILT. >> YOU KNOW WHAT IS REALLY INTERESTING IF YOU MAKE TRIP SHORTAGE NEVER GOING INTO IT INFRASTRUCTURE SHORTAGE RIGHT AND JUST LIKE THE CHP SHORTAGE COMING BENEFITED NOTHING WITH US, THIS SHORTAGE IN CONSTRAINTS WILL BENEFIT INCOME IS THAT ALREADY HAVE THOSE DEALS AND PERMITS AND CONTINUE TO BENEFIT AND VERY IMPORTANT TO SEE INVESTED THERE SO THE COMPANIES LIKE CATERPILLAR COMPANIES AND THAT INFRASTRUCTURE WILL BUILD OUT IS IMPORTANT TO HAVE IT DIVERSIFICATION HAVE THE I DON'T THINK IT WILL BE RELATIVE BUT SHORT-TERM DESTRUCTION SURE SO YOU NEED TO HAVE

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