Earnings. And your earnings read is. Some are cloudy, some are bright, some are messy. We will try to find a signal in all of the earnings noise. Im alix steel here with guy johnson in new york. So interesting to see the stock reaction to earnings. Finally, earnings seem to matter, but are we having the right takeaway if you are an investor . Guy difficult to draw a comprehensive conclusion. You need to take every stock on a casebycase basis. The answer to the question about the signal is really hard. Is there a signal in all of this, macro takeaway, something that we can deduce out of this that is useful beyond investing in the single stock story . What is happening in tech is so critical. Alix did you see the chart . Sell google, by microsoft. Guy now we wait for amazon to see what is the deciding vote. Will they provide the conclusion to this narrative . The existing market has broken because of you. Alix thank you. Guy the new homes market is not. That is a market that continues to
Plus were also watching jamie dimon. He called out Central Banks saying theyve been, quote, 100 dead wrong. Were keeping an eye on chip stocks, nvidia and amd planning to launch an armed pc chip in 2025. Lets begin with the markets and the industrial earnings parade. Jim, i was trying to think which one of these would interest you the most. Im guessing ge. And it is. What happens is larry culp finished the wind and lets say power business much better than i thought. Therefore, the spinoff will look good. Theres always been concern that that business would be a dud. There was never, ever going to be a growth business. Instead, it seems like it will be the esg business of choice for people. David, anyone who thought lets say the long on money short on time travel situation is over and thinks there is a great aircraft demand, wrong. Ge and rtx proved that the demand for planes is probably as great a secular story out there. Free cash flow as well, they say is going to tend. This is the qu
Caring people. Espresso in the evening. Welcome to the espresso channel. Today, our military program will be devoted to things related to both strategy and tactics. When we talk about strategy, we will try to assess the Current Situation in which the defense is now taking place and on. The entry of our army and why the next year of war, against the background of international changes, analysts are apt to consider as bringing a number of new challenges and mysteries for ukraine. And when it comes to tactics, then, or a little more broadly, it is about actions and the approaches of our armed forces, which can significantly increase the losses of the enemy on the front line, which is extremely important, it is about weapons and about training in certain directions, which essentially affect changes on the front line. So we will talk about all this in different dimensions with leading experts and our military in the next issue of our military program. My name is serhii sgurets, i am the dir
Will be held in 50 or 51 districts of the country, all provinces have one or more districts, 3070 students in the country. Students and teachers who are interested in geometry will also participate in this competition in four hours. There are 659 participants in the exam in two areas of tehran. There are 30 students from the first and second high schools from the seventh to the twelfth grade. There are questions. Which will be provided to the executive branch through automation through the department of brilliant talents in tehran. The exam was good , there were five questions, the explanations were sufficient, especially because i had left enough sheets for the answers, it was difficult, but i got to know the questions, it was really difficult but, for example, there was room for more questions the 10th information geometry olympiad made the enthusiasts compete in 3 different levels. The important point is that this olympiad will be held simultaneously in 24 hours in 59 countries. It
Children, four more people were injured, three of them were buried in a state of moderate severity. This was reported by the head of the Regional Military administration of mykola lukashuk. In the morning, the russians hit the village of obukhivka with rockets. The occupiers destroyed one private residential building and an outbuilding. In total, more than 20 private houses, 11 commercial structures, a car and a gas pipeline were damaged. In one of the houses, a woman came out, she was screaming, she was covered in blood. Her daughter probably died, so we went there and saw a dead girl there. In zaporizhzhia , a married couple died as a result of shelling of a residential building, the newlyweds were 23 years old, according to according to rescuers, three people may be under the rubble of the fivestory building. The russians hit zaporizhzhia with rockets at night, in total six s300 rockets were fired at the city, one of them hit a highrise building. There is a destroyed entrance from t