Is This The Rotation?
With disinflation within CPI powering small caps and unwinding some momentum in Tech, is this the rotation? Bill Baruch discusses the reaction on the CNBC Halftime Report.
A Rotation Within Tech
Bill Baruch joined the #CNBC Halftime Report to discuss trimming #Micron, a name that has risen to Blue Line Capital’s #2 portfolio holding, and using some of that cash to buy #DELL. Transcript: Bill Baruch joins us now I mentioned we had a trade in micron it’s, it’s from Bill. So you’ve trimmed micron and […]
Apple’s Mountain of Money
Bill Baruch has been adding to Apple over the last month and it has come to fruition. How does he see this playing out?
Meta Meltdown: Analyzing AI Investment Trends with Bill Baruch
Bill Baruch, President and CIO of Blue Line Capital and part of the CNBC Investment Committee discusses the recent revenue guidance and increased AI investment of tech giants, emphasizing the necessity of ongoing spending in the AI arms race for companies like Meta amidst market concerns.
What’s Driving this Tumultuous Week?
Bill Baruch joined the CNBC Halftime Report Friday, capping off the worst week of the year. Is the bottom in the S&P and tech near? Will the Fed cut? Where can Oil go?
Apple Innovation! Something new from $AAPL – Bill Baruch weighs in
Can Meta Run Continue?
Bill rotated a bit within the Tech space, using cash from trimming NVDA, AMD, and AAPL to buy Meta, here is why.
CNBC Investment Committee Member Bill Baruch adds to Materials and Trims Tech
