No one knows them better than dan tillman. Plus, working from home, bitcoin and more. And demand for electric vehicles. We hear from the ceo. We have to get back to the markets. This is the top story of the markets ending the day near the session highs. Stocks tech stocks are ending high. President elect nominate janet yellen to be treasury secretary. So much news on the day. There is more positive news around vaccine. We have this big, cyclical valley. That brings another record high for the small caps. As you are pointing out, it has taken a few years for them to get a record high. Day, hitting the alltime high. The energy index is up. It will be interesting to see what is there and what happens in the future. Some are saying that the excitement around the iphone 12 is priced in and the buyers are stepping away. Nominate is likely to janet yellen, the former fed chair for treasury secretary. The markets took a move up. There was a moment where the s p 500 dipped ever so slightly. The
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
phone. we have details. and cloud and ai. we talk big themes shaping the big tech. from microsoftar and alphabet in davos. and we begin with tech earnings that began this week. netflix, ibm, and texas instruments all reported . tuesday brought us netflix s fourth-quarter results, which showed subscribers passed a 100 million milestone outside of the u.s., a boon for its international footprint. what the company also questioned on some scrubbers this quarter, saying growth would not be as robust. we covered it all. they are pretty strong in the developed markets already. there s not a lot of growth for them specifically in the u.s. looking abroad, they have a lot of room to grow, but that growth will be difficult. when you talk about that 7 million subscriber guidance, that is i should pretty strong compared to you one in 2019. when you look at the year-over-year comparisons, they are very weak compared to last year s. taylor: andre, let me get your thoughts on this. typical
bezos phone. we have details. and cloud and ai. we talk big themes shaping the big tech. when we will hear from microsoft and alphabet in davos. and we begin with tech earnings that began this week. netflix, ibm, and texas instruments all reported. tuesday brought us netflix s fourth-quarter results, which showed subscribers passed a 100 million milestone outside of the u.s., a boon for its international footprint. what the company also questioned on subscribers this quarter, saying growth would not be as robust. we covered it all with emarketer forecasting analyst eric haggstrom and ceo of tru optik, andre swanstone. eric: they are pretty strong in the developed markets already. there s not a lot of growth for them specifically in the u.s. looking abroad, they have a lot of room to grow, but that growth will be difficult. when you talk about that 7 million subscriber guidance, it is actually pretty strong compared to you one in 2019. when you look at the year-over-year comp
we talk big themes shaping the big tech. when we will hear from microsoft and alphabet in davos. and we begin with tech earnings that began this week. netflix, ibm, and texas instruments all reported. tuesday brought us netflix s fourth-quarter results, which showed subscribers passed a 100 million milestone outside of the u.s., a boon for its international footprint. the company also cautioned on subscribers this quarter, saying growth would not be as robust. we covered it all with emarketer forecasting analyst eric haggstrom and ceo of tru optik, andre swanstone. eric: they are pretty strong in the developed markets already. there s not a lot of growth for them specifically in the u.s. looking abroad, they have a lot of room to grow, but that growth will be difficult. when you talk about that 7 million subscriber guidance, it is actually pretty strong compared to q one in 2019. when you look at the year-over-year comparisons, they are very weak compared to last year s. tayl