Is live. Pump up the jam good friday morning welcome to squawk alley. Markets still in the green pinning hopes to stimulus talks. Were watching headlines best week so far this morning, jon, in two months for the dow yeah. And in tech this morning, carl, hey, weve called it out here on squawk alley before. Today amd eyeing xilynks amd is a 100 million market cap down 3 on a 30 billion deal. Investors are giving this blessing a few different trends here. A hot of Tech Companies have richly valued stock to play with there is pressure to answer and three u. S. Restrictions are hurt something chip makers like xilinks and theres no end to that in site good morning, guys pat, are you surprised not a the hoff overlap here. So in that sense, maybe this deal isnt at risk but, hey, not a lot of overlap here. So maybe this is risky the. Yeah. The so as you said before, amd needs to grow. When i look at valuation, im sure stacy will will weigh in on this, it had to do something organic growth isnt
Live from new york city, good morning, good morning. Equity futures positive on the s p 500 by. 5 . Coming into thursday, looking to reclaim alltime highs. It is a beat, it is a raise. Nvidia does what nvidia always does. Morgan stanley, overweight. No signs of slowing down. Another quarter of excellent growth. Wedbush, outperform. No signs of any pause in demand. Lisa we always talk about how much the share price has gone up in the last 12 months. Profit rose 628 in the last year. This is a company that relies on amazon and alphabet, and that is a feature at this moment. Jonathan that stock in the premarket up by 6. 6 . Dan ives joining us later on. Annmarie he says that is a masterpiece that needs to be hung in the louvre. What you are seeing this morning is not just everyone continuing to say bye, but Goldman Sachs saying we are going to raise our price target. Even though it was just this week they raised their price target. What was so clear on this call last night is that demand