Good monday morning. Welcome to squawk alley. I am Carl Quintanilla with Morgan Brennan and jon fortt we start with a win for microsoft, beating amazon, oracle, ibm in that 10 billion defense contract with the pentagon known as jedi. Morgan has been covering this story from the beginning a lot of news over the weekend. A lot of news over the weekend on this. This was a downright dog fight between microsoft and amazon two years, laden with controversy. What is the joint enterprise defense structure. Theyll unite the u. S. Military within a single data framework, an umbrella cloud for all of the militarys current clouds. Up to 10 Year Contract with ceiling value of 10 billion amazon, microsoft, and earlier in the competition, ibm oracle, even google vying for this microsoft saying we look forward to expanding our Longstanding Partnership with dod, support our men and women in uniform at home and abroad. With our latest unique and differentiated azure cloud capabilities amazon saying were
And later mike khouw has a fivestar uber rating. But how will he rate uber stock heading into next weeks earnings buckle up, because its time to risk less and make more. Options action begins right now. And lets get right to it earnings season in full force. But will the force be with disney when it reports next week the media giant trailing the Broader Market this year but dan says the stock could conjure up magic when it releases earnings on thursday. Lets get in the money dan take it away. Back in july the stock was massively outperforming the market it had a lot of momentum, we had a fiveyear chart. Starting with this this thing was range bound, finding a lot of resistance for years at the 120 level and broke out in april when they gave some color about this disney plus service, the streaming service that they are rolling out in just a couple of weeks. And so that chart is really interesting to me. You see that island, that it spent in the last six or so months trading above 130 ki
Headlines are moving stocks much higher were going to dig into those. And driving the action this week, media disruption well get the Details Behind hbo max, friday is the launch of appletv plus, and disney plus launches next friday so all of this week on closing bell, were going to take a deeper dive into the strategies, investments, and personalities behind the changes happening in media. Today, well talk to billionaire, ted leansus, the owner of Washington Wizards and capitals about the value of live sports thats all coming up after the bell its going to be a very big show here today and joining us for the hour is stephanie link fr stephanie, it looks like today is kind of steady as she goes, it seems like we have a deescalation of the trade war and fundamentals of earnings actually moving some stocks. You hit it perfectly, actually good start to the week trade tensions seem to be easing a bit. Earnings so far, 50 of the s p 500 have reported. Theyre beating by 2 , i know against a
Commissions are now a thing of the past, but big brokers have a plan to make up that money. Jason here is editor joel weber on what to look for in this double issue. Joel the cover story is all about teslas autopilot which may be you have heard about it because it is a advanced Cruise Control that might put tesla on a path towards having self driving vehicles. Carol big ethical questions about how to get there, because you will probably lose lives along the way. Joel thats right. Tesla has a rough draft of something it things will become the future. Its on the road right now. When you are driving next to a tesla, the driver could be an in autopilot already. Because of that there has been death. The deaths dont look like normal deaths. But there is a bigger ethical question which maybe it is all worth it. Jason moving to china, in the headlines, who is selling what to whom, and you have a resurgent or emergent may be name competing with nike. Joel thats right. You maybe havent heard of
Investors on a Magic Carpet Ride theyll tell us what it is later, mike ko has a five star uber rating. How will he rate ubers stock headed into next weeks earnings buckle up. Its time to risk this and much more options action beginning right now. Lets get to it earnings season is in full force. Dan says the stock can can injure up some magic when it releases earnings on thursday. Lets get into money now dan take it away back in july it was outperforming the market we have a fiveyear chart this thing had been range bound, finding a lot of resistance for years at that 120 level and it broke out in april when they gave some color about this disney plus service, the streaming service they are rolling out in just a couple of weeks. And so that chart is really interesting to me. You see that island that it spent in the last six or so months trading above 130 kind of interesting setup. When you think about wereings, the Options Market is implying less at 5 in either direction which is kind of