Page 9 - David Tepper News Today

Also iphones, macs are affected by a processor flaw and also billboard reports jimmy iovine could leave his role at apple music and a survey shows an improvement in demand for the iphone x, despite what it calls supply chain volatility. For all that lets bring in the man behind that note, steven malanovich steven, good morning, happy friday same to you i want to start with the iphone x thats the big profit and revenue driver at apple. Theres often all of this supply chain noise around iphone rel...

Thats just because it is seems unnatural. Every day its up 1 , half a percent, not used to seeing that without any correction overall if you look at the end game and where youre going to be, the market will be higher 10 yesterday. I agree. Theres too many positive tailwinds for it to end here. Gary cohn in an interview today said the following i think the stock market and some other pretty famous investors over the last 24 to 48 hours have agreed with us, that the stock market is not expensive r...

The averages passed a major number on tuesday, the nasdaq passed 7,000. On wednesday, tyesterday the do hitting 25,000 for the first time ever. This morning the dow futures are indicated up by 75 points s p futures up by 7 1 2. Nasdaq up by 30. The first trading week of the year on that time we are talking about some strong days the best threeday winning streak to start the year for the nasdaq since 2006, for the s p since 2010 of course we always talk about what happens in january often indicat...

Im going to defer to one of our panelist, stephanie long, behind this move all the way, people selling the stocks even down to the caterpillar sell by Goldman Sachs saying this is your opportunity i hope you do talk emerson this is a remarkable time, and there are very few people who understood it was about to happen and theres a stock shortage of machinery companies. We have all the companies that you want in biotech. We do not have enough machinery and Cyclical Companies thats a big part of th...

Ann sheehan. Welcome to you all. Thank you. I think the question on everyones mind today is why apple . Of all the companies out there, why apple . Why apple apple is unquestionably a remarkable company, most valuable company in the world, and and a very responsible company, but theres no question that we need to be more responsive to childrens needs and childrens activities, and theres lots of research that has indicated that excessive usage of smartphones is damaging to kids, and so, you know,...

Power lunch tarts right now. Intellectual leadership has been in the has here. Hes looking for ideas that good day, welcome everybody your money just keeps on growing, the dow, the s p, the Nasdaq Record highs yet again. Day after day, the s p and nasdaq have not ended on a down day. Work. So far this year bob pisani is at the nyse smallcap stocks also joining with the staggering stats and look at what is at stake for what will be a very big earning the party today at least same goes on for tran...

They are not valued relative to the Interest Rates. Whats happened in the markets has been very sensible nobody thought wed have these kinds of Interest Rates for a long time. Additionally you have the tax act which is a huge factor in valuation. All right so kevin oleary, theres buffet today on the Network Stocks arent too expensive, echos what tepper told me last week, what weve heard, from you know, gary cohn out of the white house and others are they right i think the most interesting aspect...

Of ways to describe this incredible rally. Its incredible, and its a little scary, but you cant be scared, and, know, you cant wait for a pullback because market timing is so difficult to do and very few can do it right. Its okay to get in here . I actually added some positions it a i had. Which ones . I added to delta which i bought earlier in the week and bought back united which i sold at 68. Right. Dont real like the company but the momentum in the transports and the airlines in particular a...

Points s p sitting at 60 or so points above its low. Were watching a whole bunch of Different Levels today notwithstanding the bottom right hand corner, thats the yield on the tenyear note, 2. 85. Its been higher than that today. That, joe, seems to be the focus of attention that level about a fouryear high as it creeps apparently ever closer to 3 . Yes and i think the market right now has this paradigm shift where we are going from remember the new normal, everyone was talking about the new nor...

Buy . And jeb bush. I like what he had to say. Its time for america to get back to work. The left actually criticized him for it. I cant wait to get into this and hillary, deflecting criticism saying there was no subpoena for emails and proven wrong yet again. What difference does it make . Weve got a big day coming it does make a difference. Varney company starts right now. Were talking about over 3,000 stocks that trade here on the floor of the New York Stock Exchange that are still halted at ...