Another day of dragged on stimulus talks, john. Intel not a small factor in the trade. When i think of volatile tech stocks, i tend not to think about intel. Look that two year chart ups and downs. Its like an obstacle course, a tough mudder or something. Last quarter, it was about the supply side and intels manufacturing. This quarter the surprise was more around demand and the extent to which enterprise and government just isnt buying in the data center. Cloud picking up the slack that has an impact on margins. Of course, we have the pc stuff going on which is largely a tail wind they havent for a long time but theyre not buying them in the enterprise as we would expect people are not in the workplace. People are adjusting the way they work. That does have an impact on intel. A lot of balls in the air here this volatility predated, bob swan particularly on that manufacturing side but now hes got all of these other things to deal with as well investors looking for clarity around what
Concerns over u. S. National security. The Vice President ial contenders preparing for debates. Kamala harris and mike pence must convince voters that they have what it takes. U. S. Futures opening flat but watch the after our market action. Regeneron gaining more than 3 at one point with president itsalling it antibody antibody a cure. 500 inming after the s p the regular session climbed to a onemonth high, we saw quite a reversal from yesterday. Renewed hopes for a stimulus package, though a though it may be a piecemeal approach. We also have minutes from last month showing fed officials where concerned about the amount of government relief so far. Take a look take a look at oil, this after it fell below. U. S. Stocks on the rise again. Inventories increased by more than 500,000 barrels last week. To see how things are shaping up voice shopping is ahead for asian markets with stopped set to track the gains we saw in u. S. Markets. We are keeping an eye on pharma names. A move could a
Marisa lagos,and joining from San Franciscos kqed politics and government reporter, guy maserati. Thank you for joining us tonight. Guy, President Trump proved last night that he can display restraint and offemore of a coherent policy message. Is it likely to increase votes in his favor late in the game with a week left until electi day . I think the answer to that is entirely incumbent on his mp gn ability to take that slightly more coherent policy message we heard in specific areas. And thinking about the energy policy, differences that emerged in the debate between biden and trump. Trump pouncing on the biden taing away from fossil fuels. Also, but issues that are more on voters mines like Coronavirus Response and health cayo. Marissa, arexpecting the unexpected to occur in the next few days, especially with President Trump behind in the polls, do you think the two campaigns will be relatively quiet now . Voting is underway and in record nu wers. Have some 15 million americans that
North bay although really the rest of the bay area is back in that green category this morning indicating good conditions to start things out as for current temperatures were in the 50s to 60s currently with berkeley at 56 oakland and hayward each at 62 degrees say only know one of our cooler spots up in the north bay at 55 degrees whole bay is going to be a cool spot this afternoon as daytime highs only rise into the low 70s a lot like yesterday. So if you liked yesterdays fall feel well today going to be bringing more of it im talking a couple sprinkles possible tomorrow still to come in your forecast robin. Thank you for the update lets update your morning commute starting off with our bridges lets do a bridge deck and we can see how its moving around the bay area this friday morning a live look at the bay bridge toll plaza looking good right. Your trip into San Franciscos delay free right now its only 7 minutes off to fremont street 92 gets the award for the busiest bridge. We have
Little bit better than yesterday as far as their quality goes 50s and 60s for current temperatures with dublin at 58 right now oakland and concord in the low 60s. While the north bay hanging on to mid to upper 50s currently later today, it will be a day lot like yesterday as they promise to daytime highs that are warmest only peaking really in the low 70s with most of us actually in the 60s so a nice fall like day to day im talking warmer weather around the corner though still ahead rob all right, thank you for the update john were checking in on traffic and we do have a few hiccups out there but ill give you the good news first. And that is our bridges are doing fine. Its a little busy here on 92. This is your trip across the 70 oh bridge you see the brake lights building in its always the first bridge to start backing up so were 12 minutes and growing making it over to the peninsula. Here at the bay bridge. We are delay free no problems no crashes no stall 7 minutes easy right on tim