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Transcripts For CNBC Squawk On The Street 20240711

Apple reports, by the way, apples plan for new faster chips behind that. And you see it there call it snowflake soar since its ceo raking it in every month jim cramer says hes worth every penny, carl. Thats a lot of pennies well talk about that, guys. We mentioned, jim, all the stuff thats coming at us in the coming weeks or the coming days, rather including some investing meetings, crm, adobe, disney and starbucks. A lot of companies that are doing incredibly well and we should also be thinking not just here but worldwide i think its kind of shocking to see that other than the banks in europe, almost everything is doing well all over the place, including these companies which are very international companies. But i think disney has a great story to tell when it comes to plus adobe has a great story to tell when it comes to all the things theyre doing and starbucks it looks like were getting comments saying, look, theyre doing better than we thought and thats also international. All th

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Transcripts For CNBC Fast Money Halftime Report 20240712

The move in Interest Rates, the impact, if any, it could have on that tech trade. Josh, ten year, 78 basis points, 30year highest since june is this going to be a big risk for that growth trade . Im not sure. It certainly could be. But heres the way that i think we want to think about this. If you go back to february of 2018, that is when the curve peaked, right . Then we had several scarce where we thould we would have a thought we would have a yield curve above those levels but were not there and every time we gotten to that level weve had a big fade what i do think is happening now that is notable, theres a big catchup under way, Small Cap Value is on fire Small Cap Value of 5. 5 over the last three days and large cap tech is not giving up much while thats happening it possible you could have both things working at once i still think that if you get the big cap tech names hanging up there toward highs and not serving as a source of cash and then you get this big catchup trade in the

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Transcripts For KNTV Today In The Bay 20240712

Marcus washington. Costa county and looking at harry and Meghan Markles next i know we have mild before we big netflix deal. Temperatures in antioch and you are watching today in the crank up the heat this weekend. Concord and reaching 86 degrees. Bay. Yeah, we better enjoy it today. Lets head over to foster city the hot weather and the weekend forecast coming up. Mike, hows it looking for the as you get ready to head out for your morning walk. We are, once again, going to morning drive . Start out with clouds and morning drive is all right temperatures mostly in the upper and we do have an issue, kari, 50s to low 60s and still in the on the peninsula. Lets get a look at your overall 60s throughout much of the day as we get sunshine, but at commute and the map shows no times, some drift of smoke major surprises. Coming in. Over on the left side slowing os were looking at temperatures that will be a little bit cooler than normal, especially in some of our inland areas where we reach int

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Transcripts For CNBC Fast Money Halftime Report 20240712

What do you think . I dont think its that bad you have plenty of tech stocks up today that have in the green. I guess i dont see it as quite a tech wreck i feel like we have seen actual tech wrecks this year. These are stocks up 100 or more give or take from march giving back like 12 , 8 in some cases. Im not with you on the premise. These stocks are off their highs but theyve been making new highs relentlessly for months. Good point. Let me come back at you and say what about the premise being, stocks were up 100 in whatever they were since march. Was it normal they were up 100 or whatever since march. They were up on multiple expansion. If they were up on all of that and some of the air is coming out of it, doesnt that say they have a lot more room to fall i think its tough to generalize some of them have more air to come out than others and some will continue to report out standing fundamentals without playing any games and see even higher levels than what they are seeing today i th

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Transcripts For KNTV Today In The Bay 20240712

The crash there have just assistance as good as they say cleared. It is, they obviously wont be that slowing should clear pretty quickly. Able to vote. Reporter backed by attorney general in washington. Reckless and dangerous and people are playing with fire. Reporter joe biden lands in kenosha, wisconsin, today to do the one thing President Trump didnt do there. Meet with the family of jacob blake. Be a positive influence on whats going on. Talk about what may be done. Reporter blakes Police Shooting touched off riocil unr. Biden is rolling out new ads after raising a whopping 365 million last month. A new fox poll shows him with an eightpoint lead over mr. Trump in wisconsin. Among likely voters. Hes accusing President Trump of ignoring the covid bill stuck in congress. Mr. President , where are you. Where are you . Get off twitter. And Start Talking to the congressional leaders in both parties. Reporter both nominees will be talking soon. The first of three president ial debates is

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