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CNBC Squawk Alley May 26, 2016

And this thursday morning, it is kayla tausche, and jon fortt, and joining us is hep ri blodget. Tech is up 0. 75, and the nasdaq is still down 2 , and not that far off, henry, from nasdaq 5,000. Is this what is going on with the buy in may and go away. Well, we who own the indexes are happy about this. And looking at apple, we went through the period of where all of the bad news was priced in and now looking forward to the iphone launch in september, and lot of excitement about that, and probably not revolutionary or anything, but in the buildup of that, people are excited, and so i am not surprised to see the stock move. But it is about enterprise, and the ipos working and the consumer hanging in there, jon . Well, it is about the winners pulling away. I think that there is a lot of fear in february that the whole story about cloud, and the whole story about everything, and even smartphone, it was falling apart, but adobe touched the alltime highs today, and that is for me in tech is ....

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