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June 24, 2024
Miserable and sleepdeprived and you dont want to think about talking to me. Its not like this past week was any slouch. We saw major disruptions, especially today in tech stocks, only causing the nasdaq to plunge 0. 80 as the dow advanced 21 points and s p closed flat. Tech. It pancaked. Next week, more snap judgments, more wrong judgments than you can imagine. Lets get to the game plan. Monday, fortunately is a light day. The only light day of the week. Well hear from halliburton that was hopin...
June 24, 2024
We always look to see what the us. Operators are doing. Some of my peers do a great job of tracking whats going on in asia which impact the current. The consensus is around 50 Million Units for this quarter and what were seeing is the operators arent seeing their customers upgrade their phones and that gives us a little bit of concern over whether theres a change in how people are holding on to their phones longer and we were totally wrong on this six months ago. I thought that with the payment ...
June 24, 2024
Microsoft and alphabet last week and debate whether apple can turn the tech story around. Global debate about apple. More on that in just a bit. Valeant getting a ceo the same week Michael Pearson is to testify on capitol hill. Also argentinas return to the bond market. Kay kelly will return and tell us what it means. After the bell, well discuss why nikki sixx is calling on president obama to go after youtube. You have nikki sixx and youtube, only on closing bell would you have that. We start i...
June 24, 2024
It would strike sector after sector. We never knew which industry would feel the evil wrath next. Ever since the recent bottom on february 10, my birthday, we have seen a rolling bull market. One after another group is lifted and we get a revaluation of all stocks including today where the dow gained 187 points wiping out the losses of 2015. Nasdaq vaulted 1. 55 . Consider todays action. This morning we came in expect ing the worst from the biggest bank in the world, jpmorgan. We know Bank Earni...
June 24, 2024
Already. Its bolt all the way. Yeah, thats kind of what bank stocks did this week, but if you missed the move, well tell you how to catch up. The action starts right now. Lets get right to it. Apple shares tanking today on reports that the company will continue reduced production of its iphones. The news comes after a number of suppliers gave weak sales forecasts. So we asked is this just an apple problem or could it be something bigger . Lets get into the money right now. Dan . Listen, i think ...
June 24, 2024
And twitter which report after the bell. Well also get a preview of what you can kmpt. Tmobile shares on the rise this morning after strong earnings. John legere will join us onset fresh after his Company Analyst call. First up, beating the street with Quarterly Earnings on squawk. Saying did help results. If you look at the margins, core gross margin up 270 basis points. Core operating margin up 300 basis points. Thats net of the fx headwind. So its really giving us the ability to continue inve...
June 24, 2024
Warning to the world. Well explain. And i love gold. Youre not alone, buddy. But the man called the bouillon breakup says theres a better way to play gold. Hell reveal. The action begins right now. Lets get to it. Because it was the one stock captivating main street and wall street today, and it wasnt apple, it was walmart falling hard today on very little news. Is the tumble today a broader warning for the economy, and for the market. Lets get in the money and find out. Dan, what do you say . I...
June 24, 2024
Omaha. Class a stock up more than 11 so far this year and that, of course, outperforms the major averages. Our becky quick is live in the aforementioned omaha. Hi, becky. Tyler, thank you very much. Warren buffett is called the oracle of omaha for a reason, he made a lot of money for a lot of people. He had a gain of 24. 8 in shares of berkshire. That may not sound like a lot but it crushed the return on the s p 500. He built up millionaires over time and a lot of those people have loyalty to hi...
June 24, 2024
But the man who called the bullion breakup said there is a better way to play gold. The options begins right now. Okay. Lets get to it. Incident was the one thing captivating main street. It wasnt apple. Walmart testimony hard today on very little news. Issed tumble today a broader warning for the economy and for the market . Lets get in the money and find out. Dan, what do you say . I think there was a lot of things going on with walmart today. The stock was down 3 . The largest decline since f...
June 24, 2024
Week with Warren Buffetts comments on air this morning, you cannot help but wonder, these two guys are even speaking the same language. Yet their opinions person identified this market including today where the dow gained 82 points. Nasdaq jumped. 88 breaking the nastiness streak that has been going on for a long time. Sell, sell, sell. We need to explore the concept. Lately wall street has become as harsh as an angry eagles fan. People think that they have it coming these days. Buffalo is about...