Cases, we talk about it every day. We need to im starting, i dont know what youre hearing, im starting to see anecdotal evidence that things are slowing down a bit in the economy. Im getting that too. Im getting people who are saying, i really would want to make a big spend, this is in terms of the big tech spend, for instance, i got to figure out what is going on or when are people coming back, are people ever going to come back . This stay at home versus go back to work, we thought it was resolved, we thought that things it was just a matter of time before you go back to work and those involve big Corporate Capital spending decisions and i think that those decisions are right now on the balance, because people dont know whether this thing is just going to continue to rage. I think we can expect it to continue to rage for the foreseeable future until the vaccine is widely available. There are people people are starting to curb their behavior thats what im referring to, and there are c
Higher density battery, greener, but the technological breakthrough towards that are still speculative so the market reacted negatively to that news. Right the bull case is that were seeing built today say that if you were to be able to cut the cost by 56 in three years, it would have enormous ramifications on volume, implications for margins and ostensibly positive for the stock. Cramer said it best this morning, if you were a believer going into the event, you remain a believer and if not, maybe youre not. Fair enough its absolutely true that the Battery Technologies worldwide tesla and everybody elses will continue to get cheaper and better thats a given thats just the all laws that support Technological Breakthroughs support that theory so thats already baked into the price. You know, all the disruptive capacity of the technology is already baked into the price theres Everything Else is just sexy brand, elon cult personality who of course deserves all the credit in the world he adm
I think what weve got is a range. I dont think its anything really terrific, and i dont think its anything bad. One of my favorite technicians, larry williams, who was the dean when i was in diapers, he was doing great stuff, weve been going back and forth about the notion, look, until we get closer to action, hes usually an october 20th buy. I mention because neither one of us thinks theres anything catastrophic ahead but neither one of us is excited if you are excited, if you think we will return to the days when stocks only go up, you will be disappointed, scott. I just think what were seeing with the teslas is emblematic if you get too excited. One of the central questions whether tech has gone down enough relative to how much it ran up i bring that up, you look at the faangs, month to date microsoft down amazon, facebook down 11, 12 and 13 1 2 here is what mike wilson told us from Morgan Stanley thinking tech could have a ways to go before its done all right, well, we dont have th
I actually in many ways, i upplayed it in terms of action. The president s new claim the virus could go away without a vaccine and the latest from the campaign trail with just 48 days yours . Its really been nice to kind of sit in your own space and go, oh, wow. Like, i think ill put a picture up over there. To go. Or whats wrong with this door why is it so wonky when you try to look for the graciousness and gratitude in total devastation. Its just like, is this really happening . Thousands of homes destroyed something thats so unprecedented, you start right by those western wildfires. Thousands more in danger. There and think, well, at least and overnight the baseball game i got to chance to kind of sit in seattle called off because of in my own space and feel it. Poor air quality. The smoke even visible on the and it is a very comfy home. East coast. Well, thank you for sitting breaking overnight, horrific with us, too, jon. We appreciate that boy failure. Congress releases its final
The venture never really fit his original parameters with oracle, but coming up, why did President Trump ever get involved in banning tiktok in the first place . What gave him the idea . Is it something he may live to regret . We have breaking news on that, and coming up, we have the lawyer who has argued before the committee on Foreign Investment in the u. S. For many both the domestic and foreign clients on whether oracle has the chance to save tiktok by sunday night. Another superstar unicorn coming into the Public Markets the Video Game Development Software Company unity shooting higher on its New York Stock Exchange debut. The ceo is here with instant reaction right before the closing bell, unitys first day of trade. Commercial real estate faces a looming apocalypse as businesses keep their employees working from home and no longer need all that pricey office space. A ceo gives a state of play from the front office. Is ap until a bear market right now . Is apple in a bear market r