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CNBC Power Lunch July 12, 2024

Amd to buy xylinx. Is there more room to run on amd . Well explore that one when power lunch begins right now earnings season is supposed to be a report card for companies. Lets go to bob pisani for more on this lack of guidance bob . Kelly, once again, the Fourth Quarter, another quarter with the lack of guidance its a bit of a problem because the analysts again having a hard time figuring out what the right numbers are. Remember, the earnings numbers have been coming in very well, generally weathering but again, big companies, no guidance from caterpillar, 3m, xerox, Stanley Black and decker. Others like Harley Davidson didnt give guidance either. Raytheon, corning. No guidance from companies. Analysts have a tougher time and theyve been very conservative and wrong so far fortunately wrong on the conservative side. Loo ....

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BLOOMBERG Bloomberg Surveillance July 12, 2024

About financial repression. This has been widely predicted by a lot of people, deals have to be made. Revenue isnt there, so youve got to go out and buy it. You got to get better. Bigger. Athave not confirmed it here bloomberg, bob but that is a story tom nine tom whats john, lisa and i do is we go to bloomberg experts on this. John farrell, jonathan tice said exactly the same thing. Yeah right, but there are all sorts of reasons why that combination could be the giant bank of the continent of europe. Ritika a lot Jonathan Jonathan a lot to get through including lisa getting excited about tiktok. [laughter] we know lisa does tiktok often with the kids. Youve got a decent excuse. Lisa it is a verb. Do you tiktok or not tiktok . Politics front and center today. Including tiktok and oracle being the likely bidder. We now are talking about brexit. Boris johnson putting his controversial brexit vote to a vote. We will hear about whe ....

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BLOOMBERG Bloomberg Daybreak Asia July 12, 2024

The National Guard is ordered out of washington as people protest continues. Lets check on the markets. Saw ong those gains we friday, resuming the rally on better than expected jobs numbers from that job support. We are seeing new zealand trading higher. Bouncing back from the friday selloff. Sidney, we dont have trading today due to the queens birthday, long weekend. We are watching the aussie dollar. In terms of u. S. Futures, we have seen a pop up of about 0. 5 . Lets look at the oil patch. We had the extension by opec in the alliance. We are seeing upside when it comes to crude, up by 1. 6 . New york crude just over 40 a barrel. Continued gains when it comes to commodity commodities related currencies. Sophie protests continue across the u. S. And around the world as some of the largest crowds gathered over the weekend. The demonstrations have been largely peaceful. Cities have lifted curfews and
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CNBC Fast Money July 13, 2024

Latest kayla . Melissa, this effort by the white house to target social Media Companies for a perceived bias has been under way for nearly a year, but in the wake of twitters Fact Checking President Trumps own tweets, policy officials rushed the executive order out today. Heres what is in it which the president signed this afternoon. Agencies from the fcc to the ftc and many other agencies in between are directed to review liability shields that are provided to these content companies that protect them from lawsuits over what appears on their platforms. The department of justice are directed to organize state attorneys general to enforce the crackdown. The federal government is also going to be issuing a widespread review of taxpayer dollars that are going to these platforms in terms of the governments own ad spending a ....

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CNBC Fast Money Halftime Report July 13, 2024

Josh brown , some of the individual runs look amazing amazon 7, facebook 7 how long can this continue the other streak thats happening through the Looking Glass is continuing on pace as well small cap stocks look Terrible Bank stocks are the worst place you could be right now now you have the cruise lines and travel related stocks. Those are rolling back over again. I guess retail and energy are hanging in a bit better but the have notes are continuing to have not and so those trends can go on for a lot longer than most people can stomach watching them especially if they are on the wrong side of that its a very difficult market whats important to point out, its not just that nasdaq stocks are doing well the gains are particularly concentrated among the largest nasdaq stocks. We know that all you have to do is look at a ratio chart between the triple qetf and the qqqew which is ....

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