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CNBC Fast Money July 12, 2024

Skyrocketing a heart thumping 50 its not all rainbows and butterflies. Ibm was caught in a bad romance. The separation sending shares up 6 today more on the big blue breakout. Ibm has seen a little love from investors over the past decade so it is splitting itself in two and saying it will list its it services as a separate company next year. Investors initially cheering that move sending shares up about 6 but the ceo reminded inversers that it i ddivested in the 90s they didnt play into the value. Shares have under performed through the broader if he can sectors to broader names like or cal. But two years ago ibm was about watson and tech. It is said watson is barely mentioned on earning calls ibm was late to the game and still far behind amazon and google back to you. Lets trade this. Question, guy. I will start with you. When you start with a question, it always confuses me. Does this spinoff actually further ibms turn around plan or is this just
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CNBC Squawk Alley July 13, 2024

Sevenpart debt offer thats getting priced today its so true, carl. I think that word stabilization is really the key to the story here its signs of stabilization versus recovery and i think thats a key distinction and one playing out right now in the market whether youre looking at the ceo commentary on Earnings Calls or interviews on this network in recent days and the fed chairs message yesterday, arguably what were seeing in jobless claims, which are still so painfully elevate right now, but seem to have potentially peaked maybe three weeks ago, that the emerging theme is really that economic recovery is going to, at least based on everything weve seen right now and what weve heard right now, is going to take longer than initially thought, but there are still some of these potential signs suggesting that the worst, i say that with caveats and uncertainty still clouding everything, that the worst is over, whether its the comments ....

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BLOOMBERG Bloomberg Markets European Open January 30, 2018

The euro area is expected to confirm growth at a 10 year high this morning. How long can the ecb continue its expansionary policy . Buy softwares to for around 2. 4 billion. It seeks to bolster its Cloud Business. As they deliver fourthquarter earnings, the ceo gives us his first view. Good morning, matt. Matt we are less than half an hour from the start of european trading. Futures, sapropean shares are indicated to trade down, but maybe that doesnt mean much in a market that is indicated to trade down as well. Dax futures are down, as our ftse futures. It looks like we could see a negative open. S p are indicated to open down, as well. The cash missed price is looking for an even lower open. Look at bunds in my terminal, a threeday chart. Sell stocks and have to buy something. It looks they are buying like and are buying german bunds pushing the yield down to less than 70 basis points. 10 year bonds trading at 69 basis points an ....

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BLOOMBERG Bloomberg West June 22, 2024

The number me estimates, a dollar . 84 versus the dollar . 80. The average is about . 16. On the top or bottom line it was a mess. Obviously the iphone sales were a little bit lower than expected. Emily earnings per share did beat this is not atypical of apple. And other really interesting number is the china sales of 13. 23 billion dollars. There has been so much concern about the China Economy at the big stockmarket plunge that we saw over the last quarter. Emily what is standing out to you . Julie we have the ensemble of everything, and we can pick out what is most interesting. First of all, the companys earnings per share coming in for sense of estimates. Apple tends to be estimates. It is that i vote number. 47. 5 billion iphones in the Third Quarter, the estimate was for 48 port a million phones. Apple depends so heavily on the iphone, so if it has lower sales than estima ....

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BLOOMBERG Bloomberg West June 22, 2024

Versus 1. 80. The average is about 1. 16. On the top or bottom line it was a mess. Obviously the iphone sales were a little bit lower than expected. Emily earnings per share did beat this is not atypical of apple. And other really interesting number is the china sales of 13. 23 billion dollars. There has been so much concern about the China Economy at the Big Stock Market plunge that we saw over the last quarter. Emily what is standing out to you . Julie we have the ensemble of everything, and we can pick out what is most interesting. First of all, the companys earnings per share coming in for sense of estimates. Apple tends to be estimates. It is that i vote number. 47. 5 billion iphones in the Third Quarter, the estimate was for 48 port a million phones. Apple depends so heavily on the iphone, so if it has lower sales ....

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