Welcome to squawk alley. The at Home Technology story continues to deliver big you can see there sonos up 26 this morning after strong earnings want to talk to the ceo in a minute and nvidia also delivered solid results on pc and Data Center Demand beating on both earnings and revenue. Sales up 57 from the same period last year though its lower this morning on modest guidance second biggest gainer on the s p 500 year to date though. Julia, its really interesting how, you know, stay at home stocks maybe suffering a bit but some of the Underlying Technology driving some of that action doing quite well well, jon, one stay at home stock that is not suffering today is roku. That stock up over 6 . Driven in part by the circulation of reports saying that roku could be near a deal with at t to have an agreement for hbo max to be included on roku which would be a big deal and speaking of hbo max, i have to mention that news that wonder woman 1984, the big wonder woman sequel that was scheduled
Whats happening is a covid spec. Cases in the state of california have doubled just in the last 10 days. This is simply the fastest increase california has seen since the beginning of this pandemic. As a result, contra costa is one of 60 counties now in the most respect to purple tear. Joining napa, santa clara, and so dominant counties. Only San Francisco, san mateo, and marin counties are one step above in the right ear. Even so, Indoor Dining is also coming to a halt. Health officials say, the spike is occurring even before the holidays or the heart of the flu season. Thanks giving hasnt occurred yet. The weather just started getting cold. We havent seen anything yet. The fact that we already see surges in cases before all of this that events is particularly concerning. It seems restaurants and bars are getting the blood to the plane for whats happening. People sit at tables even if outside are pretty close to folks who the are not with all the time with the masks down. Those are th
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Moving into the yellow tier. Governor newsom says that it is necessary as the positive rates increased. Every age group, every demographic, racial, ethnic, in every part of this state. We are seeing case rates increase and positivity rates increase as well. No longer concentrated and just a handful of counties we are seeing Community Spread broadly. Now throughout the state of california. Governor newsom said the state has been preparing for this moment and has 11 surge facilities that can be activated if hospitals become overwhelmed. Some of the counties going purple actually dropped not one but two tiers at once. Napa county is among them. Ktvus Deborah Villalon responds. They used to get a few days notice now its just one day so people are surprised. Reporter its last call at tarla grill. From now on its just take out or delivery. Were going to make sure it stays here. 24 employees here now, they will drop to 10. They only two 20 seats under cover outside. Im not sure how were going
Went on you know as you said we werent sure if it was going to be this he wanted to do which was hoping that he would have a race be called today and then give that victory sponges they were saying an address to the nation happening this evening prime time as there was no other race called he came out here saying that he wanted people to remain calm. He wanted them to be patient and he said let the process work out he also expressed a lot of confidence maybe even more confidence and he has throughout the entire week talking about the states reading and talking about the accomplishments of leading in those states of reading in the state like arizona at a state like georgia. Both that have been reliably red for he also mentioned how he knows people or frustrated with the process moving so slowly. But he said its going to be worth the he also says that hes already begun work not only really the transition but just the work of addressing the pandemic which they did which is true they were