Page 64 - Halftime Report News Today

Those big techs heavily owned and closely followed pete, especially on this desk you own microsoft and intel calls. You have a big idea of where you think this space could go next. Right ive been talking about the value prospect of this entire group for a long time, but its not about value, its also about growth if you look at the growth aspect of intel, look at the acquisitions they have made. They have continued to grow themselves into a. I. , all the different areas of growth. Thats what they...

Little homage to netflix as Stranger Things debuts im Carl Quintanilla with Michelle Carusocabrera and john fortt at the New York Stock Exchange joining us, Scott Galloway, author of the four, and with us, as well, lead internet analyst mark mahaney obviously, guys, we know the top story. Shares of amazon, alphabet, microsoft, intel, soaring across the board, pushing the nasdaq to another alltime high. We had a parlor game this morning about which move this morning is the most impressive of thos...

Another record high. Kevin, i dont know what your superlative is, but which was most impress sniff. They are all impressive, a beautiful thing to see we can say coming into the end of 2017, that this year was the year of f. A. N. G. It was the f. A. N. G. Ology it was fantastic youre up 40 on these names or a collection of them will you make 40 in 2018, or is it time to start thinking about what the rotation will be, because f. A. N. G. Is a wonderful thing, but i dont think well get 40 next yea...

Good monday morning, welcome to squawk alley. Im Carl Quintanilla with Michelle Carusocabrera and john fortt. Our sara eisen is off today. Joining us this morning, recode executive editor kara recode a lot to get to from tech. The big four testifying about their roles in the 2016 president ial election and russian manipulation, also reports russianbacked Facebook Accounts not only posted ads before and after the election, but organized events around polarizing issues. The f. T. Points out for al...

Spoke to chairman kevin brady at an event here in washington he appeared to had. Directly confirm that, that thats one idea that they want to get to progrowth visions in the tax code as soon as possible now, the reason why lawmakers would even consider phasing in the corporate rate reduction is because they are looking for money. They have only got a 1. 5 trillion tax cut that they can work with, and they have about 4 trillion or 5 trillion worth of a wish list so they really need to find ways t...

Incredible slide for these shares which are down 50 this year. Thats going to take a very long time, a lot longer than people thought this is a broken growth story for sure they do 80 of their business in north america. Thats where the challenges are. Thats not actually surprising nike has had problems with north america. Everybody is having problems with north america, but youve got to the find companies that can have offsets nike does, so under armour, not only do they have north america expos...

Doc, we go to november weve got two months where do you want to play ball for the last two months . I think you stick with the one that bring you, judge. In this case its technology thats where i want to be right now. Its where i am. Do i like a certain amount of material stocks right here as well, but i really like technology, and when this tax bill ultimately does pass, as i believe it will, and they are even talking about a bipartisan passing in the senate, if indeed that occurs, i think you ...

Mean for your money and the future of where stocks go from here john najarian, this is a long way from the finish line but at least now we can begin the race. Yeah. There were winners and losers right away, based on peoples perception perhaps not full understanding, but perception one of those losers right away was Toll Brothers, tol people came scrambling in, they hit that stock more than the other Home Builders. All the Home Builders sagged a little on this about the deductibility of certain t...

Its market cap now almost 900 billion. Josh, stocks trading at be a alltime high, all the way back to the ipo in 1980. Yeah, well, and deservedly so look at the size of this business look at breadth of everything that they do and how it all works together look at the Services Revenue look at the fact that the jesus phone is upon us, and people are waiting on line in every cosmopolitan city in america and soon to be the world you know, i think you have to give these guys their due, and i think bi...

Good monday morning, welcome to squawk alley. Im Carl Quintanilla with john fortt, sara eisen at post 9 of the new york stock exchange. What a morning for tech, john. Yes, indeed broadcom confirming its takeover bid for qualcomm the cash in stock offer valued at 70 per share, or 105 billion, excluding debt. Qualcomm acknowledges receiving the offer. For more were joined by a tech analyst at William Blair and analyst at Rbc Capital Markets is on the phone. Actually, i want to start with you, amit...