Stock, for chips, for 5g and lot more then there is prime day. What about emerging alternatives to amazon this Holiday Season . Well talk about that straight ahead, john. Yeah. Carl, i cant emphasize enough how important the iphone is not just for apple, maybe even not for apple as much as for the industry overall the carriers really need somebody to sell 5g which has not been built out as quickly as they promised. Then the components inside the iphone open possibilities for App Developers they put money in the pockets of chip makers. There is a lot, a lot riding on this, carl of course, jon. Lets turn to josh lipton. So, carl, what do we think tim cook is going to unveil exactly tomorrow the team Morgan Stanley says anticipate four new devices including, they say, a 6. 7 inch iphone 12 pro max. That will be the largest iphone display ever complete are 5g connectivity. Faster data speeds for tasks like streaming games and movies. Apples latest and greatest a14 chip and longer battery l
Gaming stocks load why . Plus Cyber Security from palantir making a big splash in its public debut and later on, your call of the day. One top analyst says that stock right there is one of the best growth stories in retail you know what it is . No, you dont. Maybe you do were going to bring you that name ahead. Good evening, everybody. Wow. What a start to september. Ov overall i should say a september to forget. The s p 500 capping off its worst september in nine years. But for the quarter, we actually had some pretty good numbers the s p 500 gaining about 8. 5 this quarter leading the way Consumer Discretionary, materials and industrials, rounding out the pack notice whats not on there . Technology the sector that posted a loss this quarter, the only one energy, which slid 20 so with q3 now in the books, guy adami, in a quarter with more ups and downs than action park, what do you make of the setup for the Fourth Quarter by the way, brian, great to have you here. That action park, th
Secretary mnuchin resuming talks and as carl just said, stocks are set to rally at the open despite ongoing fears, where are the opportunities for investors . Were going to have a look at the sectors and the stocks that could still be poised for growth in this ongoing and still a covid market as we say, carl, with cases at highs in many states yeah. Indeed though, jim, although there is a lot going on this morning, got to start with the chip story you made the wires by suggesting that xilinx may not be ready to sell. I had the ceo on in august, hes so excited about all the new markets that hes going into hes talking about video, live video streaming hes coming into, auto exposure. The problem is every one of those dove tails perfectly with advanced micro i can see the ceo saying all the areas we need to be strong in, xilinx can give it to us i also see that victor, when he was on, was saying, this is new for us, were just doing this. This is not like when altera was going to be sold to
Along with kelly evans, im Tyler Mathisen stimulus hopes, the s p reviving overnight. But what about investors are their hopes a little too high this deal is going to get done well discuss that one plus, check out chip maker xilinx upping 14 . Well look into what could be a Seismic Shift for the semis. And jim cramer will lay out his seven sectors of opportunity, including his best picks in the restaurant space as power lunch begins right now. Tyler, thanks. We begin with new developments on stimulus negotiations a short while ago the president tweeted that covid relief negotiations are moving along, go big and reportedly raising his offer and maybe even raising it again ylan nmui, give us the latest. The question is is it big enough they will present a 1. 8 trillion offer to nancy pelosi this afternoon thats still 400 billion less than where democrats are at. Economic adviser larry kudlow said that would include aid for the airlines, direct checks and ppe and mentioned extending hanes
Upping its offer for an aid package to 1. 8 trillion, President Trump tweeting go big a positive development on the covid treatment. Gileads treatment helps infected people recover five days faster than average and tech stocks are outperforming as a massive deal is in the work the week capping it off with a bang. Absolutely. The russell 2000 is up 6. 4 for the week the dow is currently positive for the year as a whole, just. Lets get to the stimulus news in washington and the reaction to it. Bob basketball has a look inside the market rally ylan moi, and Dana Peterson from the Conference Board bob, lets start with you on this very nice end to a strong week. Good news and bad news, will. Good news is, s p is up about 3 on the month the bad news is i am seeing a little bit of an inversion of the stimulus play today. Thats concerning if you are a believer in stimulus remember the stimulus play, bicyclicals materials and banks and industry and energy and go light on technology. That was wo