Welcome to squawk alley for a monday morning, john ford, kayla is back, great to have you back. Our top story this morning, forget a town hall, more like a town brawl in st. Louis last night, where nothing apparently was off limits in the second president ial debate between donald trump and Hillary Clinton. I think its clear to anyone who heard it that it represents exactly who he is. If you look at bill clinton, far worse. Mine are words and his was action. Its just awfully good that someone with the temperament of donald trump is not in charge of the law in our country. Because youd be in jail. Secretary clinton there has never been anything like it, and were going to have a special prosecutor. We have never in the history of our country been in a situation where an adversary, a foreign power, is working so hard to influence the outcome of the election. They are doing it to try to influence the election for donald trump. She wont say the name and president obama wont say the name. Bu
Lag last years reports. What that means for the markets. Softbank buying arm holdings for 32 billion in cash. Well give you the details, some insight and context on this massive deal. Republican National Convention kicks off in cleveland. Whats on the agenda and what surprises could be in store . But first up futures on the rise to kick off the week. The dow and s p near alltime highs. Markets largely shrugging off the attempted coup in turkey and on a busy week of earnings, b of a beating on the bottom line, 36 cents versus estimates of 33. Deposits up 5. 8. Some of the metrics not matching those of its peers, jim. But still, this is a grind out quarter. Return on equity, getting double digit. What i liked best about it, really, this is kind of interesting, this is a company thats well ahead in mobile and you have an amazing decline in branches from 6,000 to 4600. Yeah. And that is because people are rapidly adopting mobile. Interesting brick and mortar story where you have still one
Intel does. They design them. And they are basically an intellectual property firm. As everything becomes a computer, they are really important. About 15 billion chips with arm designs shipped last year, up from about 6 billion in 2010. So lots of obviously the smartphone revolution has been huge for them. But everything is a computer now. So arm has really capitalized on that. About seven years ago, i went out to cambridge in the uk and did a feature for Fortune Magazine on arm. They were at a plateau period because smartphones hadnt really taken off. There were questions about whether theyd be able to take on intel. They successfully did that. Now another period where smartphones are successful but their growth has starred out. And now theyre looking at the internet of things. The challenge that arm has had, and they were talking about it seven years ago about the idea of smart washer and dryers and refrigerators. There was no Single Player that was going to drive that market the way
Good monday morning. Welcome to squawk alley for a monday. John ford, kayla, as well as myself. Remembering david bowie on a tough morning, loss of a major, major artist. The dows down about 24 opponents. Were watching crude falling below 32 as u. S. Stocks struggle for gains after the bruising start to the year last week for some tech investors at least. Will the blows keep coming . Ali ans Portfolio Manager walter price and lead analyst mark mahaney. Good to have you. Good morning. Mark, in a neighborhood here now where everything seems to pivot upon the price of commodities, on chinese regulators overnight, and in the end, some would argue, really doesnt matter what amazons operating margin is going to be going into earnings season. Do you agree . Amazon is a bit of a bellwether for the internet groups of a whole as is facebook and alphabet. Probably more than any other stocks in the group. Amazon, what people want to see are operating margins rising in the north american retail bus
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