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
Cloverdale you are one spot in the 30s this morning now you work your way back into the low 40s temperatures a whole lot warmer than they were at the same time yesterday nevado napa Mountain View each 13 degrees up from where we were at the same time yesterday. All right thank you john for checking in on the traffic around the bay area and im happy to report we do not have any hot spots are major issues so all is well a live look at 80 into San Francisco wide open as its been throughout the morning drive of so many people taking the day off its going to be nice and light and quiet so come on in 8 minutes off to the fremont street exit we do have a trouble spot thats lingering. Its an overturned crash on the peninsula north make that south one one ahead ralston in belmont overturn accident here at last check it was blocking a couple of lanes and they were trying to clear it. But you see how its backing up traffic out of sand, the tail so south what i want is crawling from 92 or just bef
Lou dobbs, maria bartiromo. Charles, what do you think is most at stake for the president tonight . If you buy the consensus he is down in the polls, whatever you think of the polls he has got to make the stronger pitch, a, do you buy that and what does he do . I think he has got, he has got to again remind people, because we talked earlier about the fact that you know, at this point a lot of folks are taking their own personal economy for granted. A lot of people still have jobs. Their wages have gone up. They have bought a house. Homeowner ship the highest level since Third Quarter of 2018. The highest ever for hispanics. He has to remind them, listen this, doesnt happen by accident. You went through eight years we recovered from a recession but it was the worst postrecession recovery in history. We were limping along. When my policies hit there is a direct line. You know the tax cuts went into effect in january of 2018. That year immediately we saw bluecollar wages skyrocket. It was
How do you i think its difficult. Lets be honest about it, thats why we need Campaign Finance reform. Thats why i reach out to the perot voters. Theyre looking at the republican record. Whatever it is, whatever the check list was in 92, its all done with Campaign Finance reform. I worked with senator mitchell who played me in the debate warmup. We tried six or eight years ago as he appointed three people, i appointed three people to try to get Campaign Finance reform. We couldnt get it done because it wasnt enforceable. You suggested a commission, Newt Gingrich did, i did at least three our four years ago. We sent it to congress to vote it up or down. Thats how it works. Were never going to fix it by the problems because the democrats want a better veg, we want a better advantage as republicans, and thats not how its going to work. I want to touch on the tobacco thing. I want to go back to 1965. That is my first vote against tobacco companies. I said we ought to label cigarettes. I had
Charles, what do you think is most at stake for the president tonight . If you buy the consensus he is down in the polls, whatever you think of the polls he has got to make the stronger pitch, a, do you buy that and what does he do . I think he has got, he has got to again remind people, because we talked earlier about the fact that you know, at this point a lot of folks are taking their own personal economy for granted. A lot of people still have jobs. Their wages have gone up. They have bought a house. Homeowner ship the highest level since Third Quarter of 2018. The highest ever for hispanics. He has to remind them, listen this, doesnt happen by accident. You went through eight years we recovered from a recession but it was the worst postrecession recovery in history. We were limping along. When my policies hit there is a direct line. You know the tax cuts went into effect in january of 2018. That year immediately we saw bluecollar wages skyrocket. It wasnt a tax cut that just benef