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CNBC Squawk Alley April 13, 2016

And thats the primary and the president and then its the vision and the future. Shelly, we heard from the spoke ises person and mark needs to get off the high horse. I dont want to talk politics again. Its a vision and then its two Different Cases and then there there to connect that. He believes that and the company executes that and then the vision and then the execution of excellence to drive the shareholder values. Mr. Trump is entitled. Sorry donald. There was not any mention on the road bl...
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CNBC Power Lunch April 14, 2016

The world. And i have to say i personally was shocked to see that the journal would publish Something Like this, when we had sent them over a thousand pages of documentation demonstrating that the statements in their piece were false. Bill george is Harvard Business School Professor and cnbc contributor. Jeffrey sonnenfeld is associate dean with yale school of management. Great to have you with us. Collectively, including jeff who is going to join us soon, you called the science into question, y...
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CNBC Squawk On The Street April 18, 2016

People thought. The worst market overall was there, unfrozen that you can get a sense of things. Theres a look at europe. Again, the losses not particularly substantial given that move down in crude. In asia is where things were a bit tougher overnight, japan in particular with that stronger yen suffered a more than 3 decline. Lets get back here and start with our road map. And where does it start . Well, where youd expect, oil prices are down after the failed doha deal. Were going to take you t...
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CNBC Power Lunch March 17, 2016

Roughly where they are. And any motion there is going to be slow and deliberate. Lets get to bob pisani on the floor of the new york stock exchange. It is the newest leg of this rally, Dow Jones Industrial average at a high for the year and much of it is being fueled by that weak dollar set off by the fomc announcement yesterday. Want to show you that dollar index. Dollar lost 2. 2 against other currencies just in the last 24 hours or so. Thats a huge move. Big move and big help from materials a...
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CNBC Power Lunch April 26, 2016

Management is finally listening. We published a report three years ago saying what if Interest Rates dont rise . Well, Interest Rates didnt rise. They are in a tougher position than they were then. Today is the day comerica moves from plan a to plan b. They said they have a sense of urgency to restructure. All options are on the table. They would consider Strategic Alternatives at least seven times during the annual meeting. So the number of times they said that convinces you . They have already...
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CNBC Power Lunch April 22, 2016

Misses. Heres a stat. Today aloerngs microsoft and google lost a combined 30 billion in market capitalization. Apple is also lower right now by the way. Still in a bear market territory. Apple reports earnings on tuesday. Well have much more on that in a second. But first, lets dig in on alphabets mess. We have a senior internetab analyst joining us. It seems like the sentiment on the street is well lower targets but keep ratings. Were standing by alphabet. That is certainty not the attitude of ...
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CNBC Squawk On The Street April 6, 2016

Oil is on its way in about 90 minutes. As carl just said this morning we got news from alergan and pfizer walking away from a deal signed last year. One of the largest deals we receive in that center actually overall, in fact, and part of it done in part not just to try to fuel a growth but also to allow it to access cash overseas and bring it back to the u. S. And become a foreign taxpayer but on monday u. S. Issued regulations. This morning the u. S. Treasury at least was successful in doing j...
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CNBC Squawk On The Street April 28, 2016

Well break down all the mergers and acquisitions and wheel talk to miles white about his 25 billion of st. Jude. A strong Earnings Report after the bell yesterday, the company shattered estimates and is proposing a new sale structure. And well take a look at how the day on wall street is shaping up. Lets get to m a. The deal valuing st. Jude at 85 a share. Lets keep a close eye on abbott labs stock. They expect to add to earnings. Wheel have an interview with ceo white. And a crossborder hostile...
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CNBC Squawk Alley April 22, 2016

Will have the ceo on later on. And at post nine, kayla and joining us is kara, and a lot to talk about this morning. Microsoft after missing the earnings, we heard about the pc we weakness and the Cloud Business and shares on for the worst day now since january of 2015, and even though kara, the pc business and everything that pcs have been through not terrible, would you agree . Well, it is not terrible, but one of the things is that the ceo has been enjoying a honeymoon period with the investo...
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CNBC Fast Money April 14, 2016

Despite lackluster earnings. If the rally continues on, will the bears surrender. Naturally, we must pose this question to the biggest one of all, bk. I thought you meant guy. So does the rally in financials change my view . The answer is absolutely not. Not that at all. We talk about the fact that the bar is very, very low for financials coming into this. What today looked like was just simply, lets call it a Short Covering rally, a catch uprally, whatever you want to call it. I dont think it w...
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