On well see how it goes. Its been a brutal stretch of selling. Apple under 170, meta plunging nvidia threatening to close below 400. Microsoft not even able to get much going more broadly, yes, we are watching the s p 500 it closed below that key 4200 level yesterday. You take a look here, its moving further away. Health care energy among the weakest sector whether were only lets ask dave greenhouse, and Big Technologies alex canterwitz both are with me on set. Gentlemen, good to see you dan, you first the trade has not been good. What do you think of the market . Listen, ill leave the techspecific to alex, but i think the meta report looked fine some of the other records, microsoft good, not bad at all, but its an important environment for a number of reasons. You have the two wars, the budget in congress, obviously Interest Rates doing what theyre doing, so im not surprised that good enough is not good enough. The reed today was pretty good but, you know, they looks like they may be
Little hawkish. Market didnt like it very much. So we do have a bit of a selloff on wall street at this hour. A couple of stocks to note specifically lulu and target. Well, they are down sharply after their earnings reports. Those reports only raising more questions about the state of the consumer this afternoon. It does take us to our talk of the tape. Where stocks are likely to go this evening in overtime. Lets bring in our experts. A cnbc contributor, josh brown. Ceo, cofounder. And also a cnbc contributor of the star analyst, stacey rascon with us as well of bernstein. We all know whats at stake here. Josh brown, why dont you tell us as a long standing shareholder of nvidia. How are you thinking about this report tonight . Yeah, i feel ive grown up with nvidia. Its been with me for a long time. Look, i feel that this is such a hard story, believe it or not. Youre up in this name, youre in this name for the thousands of percentage points. The problem what makes it harder normally wh
Different meeting. The first annual meeting since Charlie Mungers death at the end of last year. It raised questions of what Berkshire Hathaway will look like after Warren Buffett. Those are the things that shareholders have been asking about and the types of things we see reflected in the media. Big questions, obviously, thrown to Warren Buffett and greg abel and jane who will be on stage this weekend to answer those questions. Well talk about those over the next few hours. Some of the issues surrounding berkshire. These are issues that Warren Buffett was direct about in his annual letter to shareholders. He laid out the disappointments they have seen. Bnsf was a disappointment on earnings. Earnings dropped significantly from a year ago. Buffett laid out how its railroad has fallen behind the other five major north american railroads in terms of margins. He talked about bhe. Berkshire hathaway energy. The major Utility Company Berkshire Hathaway owns as well. Laid out the issues on th
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