Most expect it to end in the Fourth Quarter of this year. If that does not happen, that could really take a chunk out of the rally and make 2020 difficult. Plus, trade. That agreement still has to be signed. President trump indicated that could happen over the next few weeks. Then we are looking at phase 2. 2020 could bring some new risks that are not priced in, at least not now. Kurt certainly something we will be following. Thanks to bloombergs Abigail Doolittle for that update. The final stretch of the Holiday Season and shipping deadlines loom. Amazon cites a decline in fedexs delivery performance. Here with us, spencer, who covers amazon for bloomberg news. What is happening here . Spencer you basically have a big fat vote of noconfidence in fedex from amazon as we enter the Holiday Season. These are the dates that people decide, will i buy this online and hope it gets here in time for christmas or not. Amazon has narrowed the amount of time people are willing to make that call. A
We explore amazons Delivery System as it ditches ups and fedex. The year that was. We check out how Big Tech Companies apple and facebook fared insystem as it 2019 and hs set up for the new year. Tech in with a look at the markets, most notably, semi conductors. We see that chipmakers bottomed out nearly a year ago and have been on a riproaring rally since then. Micron adding to that sentiment, as the Company Reported firstquarter earnings wednesday. Micron impressed wall street with a strong outlook of between 4. 54. 8 billion dollars in revenue. Shortly after the Company Reported, i got insight from Wedbush Securities analyst matt bryson, who joined me on the phone after the analyst call. Seen tightness in certain areas. Also, they are calling the bottom for memory in general. They think this Current Quarter is going to be the bottom of the cycle. That fits with the tightness in certain areas. And very much parallels the groep the guidance they gave for gross flat margins, which sugg
And our extended conversation , with the ceo of qualcomm. Why he thinks 5g will change the way we do business forever. It is starting to feel like the Holiday Season. Americans got out their wallets over the holiday weekend, spending more than 70 billion on shopping over that fourday period. Amazon is gearing up for the heavy spending month by heading back to basics, testing cheap warehouses. That will let merchants to store resources near amazon delivery locations. It will let merchants avoid storing their goods in amazons warehouse base where they pay premium prices. To discuss, we are joined by ysomberg technolog spencer. What do we know about the new Service Called storage and replenish . Spencer we know they are giving this a try in southern california. Highlighted it nicely. The problem with amazon this time of year is it is always a race to create capacity. It has these expensive automated facilities with conveyor belts, robots shuffling things around. Those facilities are expen
The year that was. We check out how Big Tech Companies apple and facebook fared in 2019 and how each is set up for the new year. We begin with a look at tech in the markets, most notably, semiconductors. We see that chipmakers bottomed out nearly a year ago and have been on a riproaring rally since then. Micron adding to that sentiment, as the Company Reported firstquarter earnings wednesday. Micron impressed wall street with a strong outlook of between 4. 5 4. 8 billion dollars in revenue. Shortly after the Company Reported, i got insight from Wedbush Securities analyst matt bryson, who joined me on the phone after the analyst call. Matt they are seeing tightness in certain areas. Also, they are calling the bottom for memory in general. They think this Current Quarter is going to be the bottom of the cycle. That fits with the tightness in certain areas. And very much parallels the guidance they gave for gross flat margins, which suggests that prices are normalizing finally. Does this
Calls for 2020 what sectors he is betting on. We examine streaming content providers. As disney and apple enter the fray. Peacockl 2021 hold as enters the market. A partial trade deal between the u. S. And china will ease a key risk for investors. The index rose in the wake of the agreement. For more, lets bring it bloombergs Abigail Doolittle. Is this all about the trade agreement . Abigail interesting question, because the euphoria we are feeling today, it would seem that way. Rallyis has been a huge year. 40 ,tocks into october of so we do have solid gains after that fact. The tone was set earlier in the year. Last year, we had that horrible first horrible Fourth Quarter. This year, going into the end of the year, it feels as though traders and managers really trying to hang onto those gains and stoke them. We seem to be having more of that response happening today and probably into year end barring a shocking sort of event that seems unlikely right now. Upgraded today on nonrecover