Gap, set to speak again and the fate of a preelection aid package could come by the end of today. And the race for a cure, moderna saying its experimental covid19 vaccine could be ready for emergency use in december. Carl jim, just crossing the wires now, doj has filed the suit against alphabets google, and heard you talking to becky a moment ago, reiterating what you said for a long time, this lawsuit essentially is a strange kind of value creator. Yeah, look, i mean, arguably theyre saying there are ties to exclusionary business deals that google has done. Look, google has opened the books time and again to the government it is not their first rodeo. They have understood this. If theyre trying to break up google, all theyre trying to do is exactly what ive been hoping for, which is that to bring out the value in google, you have to break it up. So if the department of justice is going that route, theyre a great investment banker. I joke with david, there is situations where the sum o
At 211 a share, now its 213 up again, those two Companies Amazon and microsoft have huge and growing cloud operations. That is a big part of their stock rally. Now look at tesla, 142, yesterday closing 1600 a share and this morning its up 11 bucks, 1654 but it is up again, are these tech stocks a bubble, is it like the dog, the late 90s, ive never seen anything like this before. Now look at the overall market, the Dow Jones Industrial going up again, maybe 150point of the opening bell, the s p of 21 points, two thirds of 1 . Look at the nasdaq, a half percentage point and more because a big tech again. The market is also getting help from the europeans who reached agreement on a near trillion dollar rescue plan that helps and they are still negotiating a plan for the United States as of right now. Bottom line, big tech in the market going up again today. A different story in our cities there is a confrontation going on on one side local largely democrat mayors on the other federal auth
Like with like. As for the streaming numbers, Fourth Quarter streaming paid change plus 8. 76 million 8. 6 7 million subscribers. We estimated 7. 6 5 million. Disney plus and apple plus launched their services and people worried and fretted over whether netflix would lose subscribers, that does not appear to be the case. Netflix has plenty of momentum. Was eightbscriber ad point seven 6 million when you include domestic and international versus the consensus estimate of 7. 6 5 million. Joe so far we see markets liking the response. Obviously, up 3. 5 . That change to streaming additions obviously, the key number that people want to see. Scarlet as for the First Quarter, this quarter right now, netflix is giving a forecast of seeing an increase of 7 million. Analysts were looking for an increase of 7. 8 2 million. A little lighter than what had been anticipated. Analysts had made a point of noting the guidance for the First Quarter faces tough comparisons. Netflix added 9. 6 million use
Stock . Steve grasso i dont think so. Bespoke, paul hickey was on. He said a great thing about seasonality, the Second Quarter is a bit tough it gets better going into yearend i think if you are a netflix bull, this really hits you in the gut, but longer term i think you can stay long. Thats looking at the glass half full, isnt it . 2. 7 i mean 2. 7 million. It is a terrible number. Versus 5 million, the first drop in u. S. Paid subscribers ever. Thats the key. You could you could argue, you could argue that, okay, fine, wall street got ahead of itself and was expecting 5 million, they came in at 2. 7 million international, but it is the loss in the u. S. When you are facing competition and you have raised prices, that really calls the whole story into question. I dont think it is international. What i was upset with was in april theyre the ones that came out and gave us the 5 million number. Right. It should have come from their guidance, was completely wrong in april how do they not
The jihadist footprint. Chattanooga. Im thinking about the hatchet attack in new york. Think about the beheading in oklahoma. Very strange cases very difficult to categorize but clearly some inkling of jihadist ideology there that there are a lot of other issues Like Mental Health with personality disorders and so on. One could argue in this is that the hypothetical level that a lot of these individuals in europe find it much easier to go in the direction of syria and iraq. For one reason or another they dont find that outlet that they might basically let their anger in the radicalization out. The final point and i will wrap it up here in the most interesting part is the q a part for sure is a different approach from the governments point of view on the two sides of the ocean. On both sides particularly on the european side there has been a strengthening of the harder part of a counterterrorism spectrum. Legislation have been on both sides of the ocean but particularly some parts of th