Cloud Strategy News Today

You know what, there has been a persistent bid as we call it underneath this market for months, despite the virus and the unemployment it is a puzzle enigma. I am trying to figure out why people keep buying i had an epiphany last night i was going over preparations for my monthly club talk this time looking at it through the lens of the election, it is only 20 days away. You know what . Of the 32 stocks we own for the trust, fully twothirds of them would do better under a biden presidency that c...

Hackett was brought in, he was a board member, previously he had done a great job at steel case the Office Furniture company in michigan and when he came in and he said, look, we are going to transform ford, get it ready for the future for Autonomous Vehicles, for electric vehicles. That hasnt happened ford has been mired in really not being making the move that its needed to make since 2017 they are starting to change that a little bit some of that because of the moves that jim farley has made ...

Up for the season that starts next month with all the teams playing in phoenix. The cdc and National Institutes of health are supportive even espn. Even though there wont be any fans, it seems like we might return to some semblance of normalcy well, dont take me to the ball game, but have a ball game i think thats the perfect metaphor for today the market started strong, kind of excited about the baseball season dow up at 1. 900 points i think the metaphor is actually wrong which is why we sold ...

And discuss how the company is positioned for the rest of 2020. Speaking of the cloud, microsofts ceo set down with bloomberg in davos. We will hear his thoughts on the competition between microsoft, amazon and google. First, to our top story. Netflix shares initially jumped the for a racing the gains after reporting fourthquarter earnings. Now fluctuating between gains and losses. The company has hit a milestone to passing subscribers outside the u. S. During the quarter. Growth this slowing wi...

Lets get right to it. Good to have you with us our investment economy joe terranova, stephanie link, josh brown, Pete Najarian we begin with the selloff the dmencomments from trump tha might be better to wait until after the 2020 election to make a deal with china. More on the words that are wrecking stocks today. Eamon . Reporter scott, the president traveling in london today, began the morning by suggesting he doesnt really have any particular time lining for completing that china trade deal h...

Power lunch starts now welcome to power hundred mp. Its a record day on wall street the s p 500 notching new highs when tyler mentioned the dow and nasdaq are in striking distance. The nasdaq about 13 points away from that mark kelly. All right thank you very much. For more on whats sending stocks to new records today, lets go to bob at the New York Stock Exchange bob. Three things that are really mattering right now. Number one, trade talk optimism. Number two, the Federal Reserve cutting likel...

Did the ecommerce giants 800 Million Investment into one day delivery pay off in the latest Earnings Report . Details, ahead. And twitter misses thirdquarter revenue estimates. We find out why new user growth did not translate into ad sales. Facebook dominated the week in tech with Ceo Mark Zuckerberg defending his social network before u. S. Congress on wednesday. What was scheduled as a hearing on the Cryptocurrency Libra also included issues like antitrust and privacy. Is it a currency . Are ...

Without intel. We find out why new user growth and twitter did not transfer into ad sales. We hear from the cfo. Amazon shares plummeting. For the first time in over two years, the Company Reported a decline in quarterly profit. Most notable, amazon issued a a weak this is not bringingforecast. The sales boost investors are hoping for. Was about sales short. To write down all of his numbers, im joined by darren baker to talk about all of these numbers, i am joined by darren decker. You estoril y...

Speech at Georgetown University on thursday. And the huawei perspective. On 5g, securities concerns and more. But first, our top story. Percent six and a half 6. 5 . S comes after posting the consecutive quarters for slower sales. Line start with the top where there is not enough growth for red hot red hat to offset the cost. This is one word expectations. If you look at ibms core business, they are managing it for profitability as if they can. As people build the hyper cloud infrastructures, th...

We have more on his appearance, plus reaction. And the huawei perspective. We get thoughts from the chinese telecoms Carrier Business Group on 5g, securities concerns and more. But first, our top story. Ibm fell as much as 6. 5 , the most since october 2015. This comes after the fifth consecutive quarter for posting slower sales. Joined by my am guest. Lets start with the top line decrying. Is there not enough growth from red hat to offset the cost in that core business . Yes. Frankly, this is a...