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CNBC Squawk Alley July 12, 2024

Its up 9 you think about the Digital Infrastructure for fitness, a time when its kind of hit or miss whether people can gather inn provides some of that not just in the bikes but in the apps spotify up almost 7 twilio, which provides payment and tracking services, data services, those apps up 7. Service now, amazon up considerably most of those stocks also up quite a bit over the past few day days youre right on peloton, wedbush puts them at 66 saying a blowout quarter is possible. Mark may joins us this morning to talk more about this. Mark, good to see you. Welcome. Thanks for having me back after a week when people wondered if this trade was still fresh, is today another reminder that its hard to keep this narrative down sentiment in the tech sector among investors varies depending on the time horizon especially now with earnings. Investors in general in tech are bullish. I know that for the most part
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CNBC Power Lunch July 13, 2024

For a closer look at the economic fallout from the coronavirus situation. Steve is dig through that right now and wee chell check in wit. Kelly. As mentioned the nasdaq was heading back to its record high, but now its under pressure. Down about. 5 at last check. Bob. Its under pressure because the mega caps are finally underperforming, its about time in the is all part of that broad evening o broadenning out of the market. You can see it again today. Whats outperform something whats doing better . Stuff that wasnt doing well a month ago. Weve had double digit gains in some of these banks. Fifth third up 15 so far this week. All of them are up double digits. Look at the retailers, nobody cares about macys or nordstrom. A few people are trying to do something. Some of these stores are up double digits. Gap, kohls, all up in the is for the week overall. Same thing with industrials. These stocks were not market leaders a little while ago. American, theyve had a great week. Theyre all up do ....

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FBC Barrons Roundtable July 13, 2024

Ben, i want to start with you. We got a glimmer of hope as we see maybe social distancing is actual working, the growth of coronavirus cases is slowing. We also, of course, had unprecedented moved by the moves by the federal reserve. So tell us what you see in the market. Its got everything that it could have wanted this week. It got the good news, the illness appears to be slowing and then the fed coming in with this massive package where its going to buy highyield bonds and muni bonds to make sure that the markets are functioning correctly. You couldnt ask for anything more. And its just, its just spurred the market back to this height that its had. Its now up more than 20 from the bottom. Jon jon which is extraordinary, but you dont necessarily see this continuing. Were not going to see a v straight back to 30,000 on the dow. It just usually doesnt happen that way. Theres the too much that can go wrong. We can see the disease either pick up again or maybe even show up in the next si ....

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FBC Barrons Roundtable July 13, 2024

Ben leveson and jack howe. Ben, i want to start with you. We got a glimmer of hope as we see maybe social distancing is actual working, the growth of coronavirus cases is slowing. We also, of course, had unprecedented moved by the moves by the federal reserve. So tell us what you see in the market. Its got everything that it could have wanted this week. It got the good news, the illness appears to be slowing and then the fed coming in with this massive package where its going to buy highyield bonds and muni bonds to make sure that the markets are functioning correctly. You couldnt ask for anything more. And its just, its just spurred the market back to this height that its had. Its now up more than 20 from the bottom. Jon jon which is extraordinary, but you dont necessarily see this continuing. Were not going to see a v straight back to 30,000 on the dow. It just usually doesnt happen that way. Theres the too much that can go wrong. We can see the disease either pick up again or maybe ....

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FBC Barrons Roundtable July 13, 2024

Ben, i want to start with you. We got a glimmer of hope as we see maybe social distancing is actual working, the growth of coronavirus cases is slowing. We also, of course, had unprecedented moved by the moves by the federal reserve. So tell us what you see in the market. Its got everything that it could have wanted this week. It got the good news, the illness appears to be slowing and then the fed coming in with this massive package where its going to buy highyield bonds and muni bonds to make sure that the markets are functioning correctly. You couldnt ask for anything more. And its just, its just spurred the market back to this height that its had. Its now up more than 20 from the bottom. Jon jon which is extraordinary, but you dont necessarily see this continuing. Were not going to see a v straight back to 30,000 on the dow. It just usually doesnt happen that way. Theres the too much that can go wrong. We can see the disease either pick up again or maybe even show up in the next si ....

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