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CNBC Squawk Alley July 12, 2024

Chips made by their own engineers. Apple integrating hardware and software together is what makes our bankrupt so great. Having a world dallas silicon design team is a game changer. For apple, analysts say the transition should be a significant benefitbecause it gives the company that much more control over its hardware and it should translate to improved performance and performance. There is a broader insurgency because there are rivalries. Josh, that is a great set up today to bring in our next guest. Talking about apple, google ad revenue, good morning, dick, good to sue yee you how are you . Good, how are you good. Apple, it is amazing we didnt get any grand announcements, but the platform gets more vertical and stickier and i guess that is leading to the alltime highs. What do you think . Yeah, the hardware news was surprising to me i think it is worse news for intel than it is good news for apple. It was just surprising when people are trying to focus more on their
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CNBC Fast Money Halftime Report July 12, 2024

Up for an eighth straight day. The mega cap tech names making the new milestones josh, the big five as we say amazon, apple, facebook, alphabet, microsoft all but alphabet hitting the new highs today crossing 6 trillion as you flag end market cap for the first time ever. They, amazingly, are now equal to the next 24 largest s p 500 stocks combined. You flag that. Yeah. What do you make of it . Yeah, so my research. We put this up last night. Just incredible when you think about the companies that make up that next 24 were not talking about small potatoes were talking about jpmorgan which is a 300 million cap and pepsi, coke, mcdonalds. Its really wild and these stocks now are just going parabolic. I think i want to maketwo points very quickly. The first is that this is not unprecedented. In the mid 1960s just two stocks General Motors and at t made up 14. 5 of the total market cap of the s p 500. And the top ten names in the mid 6 ....

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FBC Barrons July 2, 2024

Jack welcome to barrons roundtable where we get behind the headlines ever. For the week ahead i am jack otter. Coming up key data on the resilience of u. S. Economy as investors look ahead to the fed meeting and thirdquarter earnings all asked treasury partner Richard Saperstein on what stocks he is by now. It is now the time to buy bonds, yields looked tasty, the ten year treasury hitting a 16 year high of fiv 5 earlier this year expert panel will tell you how to play it. The transition to electric cars is not going so smoothly for some of detroits biggest automakers, we began with three things investors to be thinking about right now. Stocks sank by 1 as big tech earnings failed to impress, investors are now looking toward the fed wednesday meeting where its expected to hold rates steady. The second big oil merger of october is underway, chevron announcing it all by hess less than two weeks with axons deal with pioneer natur ....

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FBC Barrons July 2, 2024

Jack welcome to barrons roundtable where we get behind the headlines ever. For the week ahead i am jack otter. Coming up key data on the resilience of u. S. Economy as investors look ahead to the fed meeting and thirdquarter earnings all asked treasury partner Richard Saperstein on what stocks he is by now. It is now the time to buy bonds, yields looked tasty, the ten year treasury hitting a 16 year high of f 5 earlier this year r expert panel will tell you how to play it. The transition to electric cars is not going so smoothly for some of detroits biggest automakers, we began with three things investors to be thinking about right now. Stocks sank by 1 as big tech earnings failed to impress, investors are now looking toward the fed wednesday meeting where its expected to hold rates steady. The second big oil merger of october is underway, chevron announcing it all by hess less than two weeks with axons deal with pioneer natur ....

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CNBC Fast Money Halftime Report June 22, 2024

We begin with a social smackdown, twitter shares getting hammered again following the company reporting the worstever user growth in the second quarter. Little evidence things are getting better. The stock down 50 from its highs. Pete, you made some moves going into the print. Im wondering what you think now. About the quarter. Well i think after you listen to that conference call, you absolutely came away saying holy smokes, these guys got a little bit of work in front of them. When anthony nodo is talking about considerable time for them to be able to start to perform thats not what people want to hear. They had already heard or read about the earnings themselves. Those are actually not so bad. Although mau growth was certainly something everybody had been focusing on and it was not there. That was somewhat expected. The problem is how are they going to be able to get this Company Moving in the right direction
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