Nest nestle im morgan brennan. That news on boeing is shaving about 100 points off the dow concerns about the china coronavirus are frustrating emerging markets Software Stocks did help the nasdaq hit an intraday all time high earlier joining us for the hour is steve weiss. Great to have you. We certainly have seen major averages take a leg lower between this first confirmed case of the coronavirus here in the u. S. And then this news from boeing pushing out its forecast for return to service to the summer you still invested in boeing so i said on the halftime report, i think thursday, i told just about a tag into my position that morning then the news hit later in the day. Now we get a statement i was looking at it this morning. You hate to be reminded youre losing money i figure if the stock, when the max goes back stock maybe misses on the first 10 but i wont have to deal with that and losing capital heres the statement from the company. Ill read the first few words. As we have emph
And joining us now to see what 2020 has in store is managing director, victor anthony, and Portfolio Manager at needham growth fund, Chris Retzler good morning. I look at the tech stocks that did the best this year, a lot of them were kind of underdogs, roku, top of the list coming into the year, people talked about netflix would beat up on them this year, the narrative seems to have shifted. Apple is another one people thought apple would have a bad year not only trend wise in tech whats important in 2020, are there underdog names you particularly have in mind . Victor well, mostly on small cap large cap, i see amazon, alphabet, google, facebook continue to outperform those arent underdogs. Are they no. Angies Home Services which underperformed significantly in 2019, i think another one, comscore, unforeseen event, management departures, outperformed significantly Online Dating app, the meet group, meet glad it is spelled that way different kind of stock if spelled another way. Up abo
Public. Deciding that the scrutiny directed toward him had become too much of a distraction. The resiliency of facebook, despite the backlash over big tech. I get that. Im not the ideal messenger for this right now. We have work to do to build trust. What does the future hold as we head into 2020 . A special edition of Halftime Report in San Francisco, begins right now. And we welcome you to 1 market we have a great lineup today were going to be joined exclusively in a little while by snowflake chairman and ceo Frank Slootman as he prepares to take the Company Public in the year ahead. Frederick kerrest, the cofounder of okta, that stock up more than 90 this year were joined by Brad Gerstner who helped us take stock of whats happening in the valley throughout the year. Deirdre bosa is with us, covered the ipo and Venture Capital markets closely as anybody its great to have both of you here so brad, interesting year to say the least. Uber, lyft, they go public wework blows up. What do y
A piece over the weekend diving into the tech giants Cloud Computing arm saying its quote snuffing out the competition. Joining us now to discuss with us on set. Happy monday. Good to have you. The central question i think here is when is this sort of behavior selling your house brand not okay Grocery Stores do it. Best buy does it. You know, they got best buy internal brand tvs and what not. Is amazon so powerful and got good market share that this becomes kind of a soul crushing and anticompetitive activity. This is one of the Biggest Companies in america inside one of the Biggest Companies in america. If you spun it off it would be massive within amazon which has been accused of this kind of thing around retail, around all kinds of services it offers, its not a great look for it. Actually, this company even though google and others have gotten into the business, it still dominates and keeps it rating feature after feature after feature. If youre a Small Software player, youve got to
Some tariffs for soy and pork from the u. S they didnt specify quantities involved they imposed 25 tariff since july 2018 in retaliation eunice yoon was up very early it is 12 hours later there. She was up very late. Whatever it was. She was up she tries to figure out what is happening. This is the beginning of some positive that is my take. And futures are up. After thursday when the Chinese Ministry said, look, we are still on track for kauks it would have to be precondition, okay, here, well drop some of ours first and get to you december 15 right . Right i was thinking about how much risk there is to thinking about 10 or 11 months before an election and what could go wrong. We heard about if there could be a recession. He says 2021 what if there was a big market break next year in the stock market you saw what happened a year ago at the holidays. Christmas shopping draops significantly. Where im going with this trying to follow. I know it is hard trump has we are at new highs right