Makes him so bullish. This name just delivered a strong quarter, strong guidance, the stock is up 3 , but its a crowded space. The closest competitor just entered the public market. The ceo is not worried, not pulling any punches, either. Hell join us live ahead. We begin with the markets with dom chu. Its red and getting worse. Were just near session lows right now, and the dow industrials, that means a 414 point decline, 1 to the downside. 37,971. The broader based s p 500, 5,065 the last trade there, down about 1 , as well. And to give you perspective, at the highs, were down 353 53 poi at the low. The nasdaq, down about a percent or so, 15,798. Big technology trade, amazon is going to be the big focus because the earnings report. Were putting a big circle around that 1 decline around amazon shares. But broadly speaking, big technology, microsoft down 1. 75 . Apple, the standout to the upside, its up 0. 1 . Nvidia down 1 . Alphabet down 1 , as well. So that Mega Cap Technology trade
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Steve-liesman
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Paul-christopher
Wells-fargo
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