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CNBC Squawk On The Street July 12, 2024

And your comments a moment ago to andrew, just sort of crystallize, not just what a job shes done, but how companies are placing their bets on looking through cycles, even though were a week away from an election and in the middle of a pandemic. You have somebody the quality of lease why isa su, best ceo i country, nonpromotional, re competitive thought this was maxed out. Youre in the personal computer and data center, it is not good enough she saw what happened to intel i dont say that with any prejudice. Just that she left intel behind. She is in the data center, who is she who are her clients . Azure, google, and, of course, amazon but it is time she feels it is time to branch out into auto, time to branch out into defense into telco when you look at xilinx, what youre seeing is a mosaic where there is some overlap in data center, but the rest is an attempt to say, you know what, we need a bigger total Addressable Market w ....

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LINKTV Newsline July 12, 2024

Biden exchange a week out from election day. Plexiglass barriers were going to separate the two rivals but were removed at the last minute as both tested negative for covid19. The coronavirus pandemic dominated the first part of the debate. Trump defended his handling of the crisis while biden criticized the president s response. This is a worldwide problem, but i have been congratulated by the heads of many countries on what we have been able to do with the if you take a look at what we have done in terms of goggles and masks and gowns and everything else. And in particular, ventilators. We are now making ventilators all over the world, thousands and thousands a month, distributing them all over the world. It will go away, and as i say, we are rounding the turn, we are rounding the corner, its going away. The expectation is that we will have another 200,000 americans dead by the time between now and the end of the year. If we just wore these masks, the president s own advisers have to ....

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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 On The Street July 13, 2024

At 1. 08. The unstoppable market as investors digest the details of that china trade deal. Stocks ready to open on new records. Southwest is pulling the boeing 737 max until june. Airlines are digging in for more delays. And shares of Morgan Stanley before the bell. They posted record profit and revenue in 2019. Stocks looking to make more history a day after the dow closes above 29k for the first time and the president signs that phase one deal with china the s p on its way to the seventh weekly gain in eighth. Total holiday, exauto and gas up 44. Names like target might have been an execution issue. Yeah, i have to say that. I just dont find any other excuse i do think that Brian Cornell pretty much said, listen, we screwed up other people, other stores kid better that aggregate number is so much stronger than anything you saw from target. I have to believe they went to walm ....

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CNBC Street Signs July 14, 2024

Its Australian Business to asahi to 10 billion euros. And Oil Prices Climb after the u. S. Navy takes down an iranian drone in the strait of hormuz ratcheting up tensions between washington and tehran. Good morning, everybody. One of the names were very much focused on, a big mover is publicics in france, down 7. 5 the french Advertising Group has actually announced that it will be we will be getting more information on that. You can see that the stock is down about 7. 5 . Down about 15 over the last few months they have slashed their 2019 revenue guidance after delivering a worse than expected Second Quarter the Third Largest Advertising Group ....

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