Page 41 - Communication Services News Today

Cloud revenue is pressuring the stock. Top gainer on the s p. It is the rise of generative ai. A wider than expected stop. Lets get to the tech giants in the battle over ai. Despite the top and bottom line, the low consensus, they are optimizing their spend. When i first got in the business, there were grants that i thought should be terrible. It never rained on the target site. David, they were not optimizing. Is because they are ai offerings. I want to make sure that i understand it as well. T...

It ended up 34 points. Look at what is happening with the treasury market. This is the big story from yesterday. Huge swings where you saw the yields up significantly in the morning and drop Something Like 18 or 19 basis points. You see the tenyear yield below where we were this time yesterday. 4. 488. The twoyear yield at 5. 07 . Lets look at crude oil. Wti is up to 85. 93. Then we look at the crypto board. You b bitcoin is up this morning with the speculation it will be approved by the s. E. C...

We are up by around 6 10 of 1 on the stoxx 600. The number of down days that it critical technical level. Maybe the right moment has arrived for a pullback. Single stocks continue to dominate. Logitech, mice are having a good time. Logitech has one of its best periods hitting a 52 week high. Up by 10 . Look at whats happening with u. K. Banks sprayed youve got natwest at a 52week low. We will get lloyds tomorrow. Today we get barclays, disappointment on the trading side and the Net Interest Marg...

And then we have the fullyear forecast of like industrial names you need in your portfolio. And wall street pessimism jamie dimon and others having sharing their view on saudi arabia. And good morning to you, im alix steel along with my cohost guy johnson. It is good data here in the u. S. Guy good data for the u. S. And not for europe. The pmi data, a real gap beginning to emerge in terms of economic performance. It will be fascinating to see how the ecb addresses that. But you have the story w...

Good morning. John and tom have ditched me. Manus cranny is with us, which is a good thing as we try to understand how we can get past a bond market that will not let anything else matter. I want to talk about earnings and geopolitics and everything else. Instead, we are talking about a 19 basis point swing in the 10 year. All of a sudden, crashing down. Manus to bill ackman and bill gross have that much sway in the bond market . The bottom line is, that huge amount of volatility, the one thing ...

Plus a mega deal in the oil industry. Chevron is buying hess. Were going to have the ceos of both Companies Joining us here at post nine momentarily. And one of apples largest suppliers, foxconn, reportedly being investigated by authorities in china. They are said to be conducting tax audit inspections and revving land use of foxconn subsidiaries. That is pressuring sales of apple a bit as we get started with trading 29 minutes from now. Carl . Actually, im going to send it to myself. Thank you,...

Fresh knew cycle high. Stocks were selling off until late morning when Hedge Fund Manager bill ackman, yields they quickly fell, stocks quickly recovered, the nasdaq today, the big outperformer, mega cap stocks took off. Take a look at the nasdaq up near 1 . That coming ahead of their earnings, which begin tomorrow with microsoft and alphabet, takes us to our talk of the tape. What if we really have seen the top in rates just as tech earnings are about to roll in. Could it be enough to get stock...

Open. Plus signs of a resilient consumer. Amex beats expectations, record revenue for the sixth straight quarter. And transports continue to be in focus. Theyre on pace for what would be the fifth straight weekly loss for that group. Csx reporting a mixed quarter on weaker rail demand. Knight swift saying freight demand remains steady. Lets get to that tenyear hitting 5 , as we said, late yesterday. This is what the chair had to say about bonds and rates. Are we seeing the longer run bonds . Inc...

Advertising deal with openai, and as dom said, gameshop shares tumble. Take two cuts its forecast in what it calls challenging times. Lets begin with markets a day after the dow hit 40k for the First Time Ever on pace for its fifth week of gains. What did you make of all the fuss yesterday . I thought this was one of the broader attempts at a major milestone. And what led it was just incredible. I mean, youre dealing with a level of broad that what let me tell you, the most important thing was r...

News from one of our own. Brian belski raised his s p target to the highest on the street. Its good to see you. I should note you did this before the cpi report came out today. Tell me why youve taken your target to 5600 . The biggest of the bulls, thats what were calling you now. Well, thank you so much. Were humbled with that moniker. Ill just remind everyone that when we published our piece in november of last year, our base case was 5100 and our bull case was 5500. We became admittedly a lit...