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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 h ....
Congratulations on your new book titled when it sells all. Ive been a big fan of your work for many years and its great to see all your great reporting put together in one book. So congratulations. Thanks so much, eugene and i think you know as well a big fan of your work over the not amazon is not an easy company to cover and so for our fellow reporters who do it really well for a long period of time i just have the utmost in you and yours, sir. Youre at the top of that list. So a thrill to chat with you today about this. Great. Thanks. So to start off, i wanted to ask you about the of your book winner sells. What did you try to convey there . It seems to reflect, you know, both amazon and walmart. They want to sell everything. But at the same time, youre the conclusion of your book seems imply that theres going to be many winners at the same time. So whats kind of your thought there . Sure. So i think what i was trying to get at with the winner. All title is there was a period of tim ....
Congratulations on your new book titled when it sells all. Ive been a big fan of your work for many years and its great to see all your great reporting put together in one book. So congratulations. Thanks so much, eugene and i think you know as well a big fan of your work over the not amazon is not an easy company to cover and so for our fellow reporters who do it really well for a long period of time i just have the utmost in you and yours, sir. Youre at the top of that list. So a thrill to chat with you today about this. Great. Thanks. So to start off, i wanted to ask you about the of your book winner sells. What did you try to convey there . It seems to reflect, you know, both amazon and walmart. They want to sell everything. But at the same time, youre the conclusion of your book seems imply that theres going to be many winners at the same time. So whats kind of your thought there . Sure. So i think what i was trying to get at with the winner. All title is there was a period of tim ....
Congratulations on your new book titled when it sells all. Ive been a big fan of your work for many years and its great to see all your great reporting put together in one book. So congratulations. Thanks so much, eugene and i think you know as well a big fan of your work over the not amazon is not an easy company to cover and so for our fellow reporters who do it really well for a long period of time i just have the utmost in you and yours, sir. Youre at the top of that list. So a thrill to chat with you today about this. Great. Thanks. So to start off, i wanted to ask you about the of your book winner sells. What did you try to convey there . It seems to reflect, you know, bo amazon and walmart. They want to sell everything. But at the same time, youre the conclusion of your book seems imply that theres going to be many winners at the same time. So whats kind of your thought there . Sure. So i think what i was trying to get at with the winner. All title is there was a period of time ....