The numbers, not talking about trump rallies, any repateuation yet, any of those tax reforms, the raw numbers that people have delivered. When you look at apples numbers, blew it out. People had no idea they would do as well as theyre doing. Services being the focus. Look at microsoft for instance. You look at the earnings this quarter so far, from the technology sector, it makes sense thats a leadership. Is this too much though, joe . Are these stocks getting out of control . I tell you, the nasdaq 100 up is 17 year to date. 6. 5 in a month. No, its deserving given you could check the boxes, growth, future earnings. So i think you dont get a complicated strategy here. Youre not looking to get in and out of these names. I think you want to look at opportunities. Theres names out there. Amd, with john and josh talked about. Earnings didnt look like they were so bad. Analysts say the stock recovered, i think thats a name and twirt is back up 19. I will buy twitter in the nekts day or so.
Tyler is on assignment tonigh we begin with a surprise from micros the Worlds Largest software compan rep stronger than expe earnings. A large part of that is due to gains in its cloud compu unit which helps businesses store their data on the intern revenu grew 3 from last year to more than 22 billion. And investors liked what they saw, sending shares initially to an alltime hi in after ho jo lipton has the one key takeaw on microsofts quarter. Rep 6. 4 billion. That w a big number in micross report. And it refers the companys revee in its socalled intet clo division. That resul was better than the stre expected. With that division, all eyes were on azure. Rememb, thats microsofts Cloud Platform which competes with amazons cloud business. And rbcs Ross Macmillan points out that azures revenue grew 121 percent. Macmiln saying that cloud grow is better than the street the profitabili of that busine, he notes, is improving faster than expected. Thats all good news for micrt bulls. For nig
Tyler is on assignment tonigh we begin with a surprise from micros the Worlds Largest software compan rep stronger than expe earnings. A large part of that is due to gains in its cloud compu unit which helps businesses store their data on the intern revenu grew 3 from last year to more than 22 billion. And investors liked what they saw, sending shares initially to an alltime hi in after ho jo lipton has the one key takeaw on microsofts quarter. Rep 6. 4 billion. That w a big number in micross report. And it refers the companys revee in its socalled intet clo division. That resul was better than the stre expected. With that division, all eyes were on azure. Rememb, thats microsofts Cloud Platform which competes with amazons cloud business. And rbcs Ross Macmillan points out that azures revenue grew 121 percent. Macmiln saying that cloud grow is better than the street the profitabili of that busine, he notes, is improving faster than expected. Thats all good news for micrt bulls. For nig
You then packed up in was pretty packedreporter it was pretty neat to see thousands of people packed the parking lot behind me to show their love and support for detective dan brite. His friends and family gathered in the room up to the right where you can see the signs are up and they waved down at the crowd as they cheered below. Detective brite, the wife and children came down and were here for the person with, the mayor of parker talked to the crowddand everyone was overwhelmed by the outpouring of support especially 50 Year Anniversary of september 11. It made it that much more special for people in the community. It is heartwarming to see the Community Come up and a little girl gave me this bucket, people keep coming up and putting money in to help is a family and it is more than a community but it is a family and were all part of it. When one of us is hurt, especially someone who is protecting the rest of us, we want to be her to support. There were some pretty powerful moments
Everyone is watching to see whether we will rebound from last month disappointing jobs report. I have not seen and adp report with this much focus in a year. We will watch that closely and that 10 00 a. M. , we will get numbersnonmanufacturing and the earnings continues. After the bell, disney. First twitter public Earnings Report will be interesting to see as well. Lets do a data check print its a quiet market as we wait for the adp report. Andres are at negative two a 10 year yield was up slightly yesterday. Nymex crude is 96. 97. Vxx is at 21 off the ugliness of friday. The yen is a big story because of what it has not done. That should be a bigger number. But its not. We have a continued strong and off economic eta. Economic data. There is the data check print it is a busy day. We scour the papers. And washington, the Congressional Budget Office is projecting obamacare will cause a drop of about 2 million full time workers by 2017, maybe 2. 5 million by 2024. What they are saying i