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CNBC Squawk On The Street July 12, 2024

This second half rally continue . Then a stimulus stalemate the latest from washington as both pelosi and mnuchin talk covid relief. And later its been one of the biggest winners of the pandemic, why peloton is getting a new street high price target over at jpmorgan its actually not a bad place to start right there, guys, because for the second day in a row, david, we have had some analysts raising targets even on names that they maintain at neutral, today its b of a which yesterday kept apple a...
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CNBC Squawk Alley July 12, 2024

Apple is above 467. 77 making it the first u. S. Company to have a market cap above 2 trillion, a discussion a few moments ago about tim cook and how he has led stewardship of the company through all kinds of cross currents josh lipton joins us to talk more about that. Josh, its funny to look at that change of market cap and think back to some of the more cautionary calls weve gotten in the past few weeks from the likes of b of a who worry about margin pressure on phones, margin pressure on serv...
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CNBC Squawk Alley July 12, 2024

Mike, this morning im zeroing in on enterprise, looking at zoro down 30 right now. What is interesting to me about these names is they both got a big bounce after sales force and workdays earnings reports but theyre giving that back today and then some. Investors seem to maybe be realizing that these names are tied more to overall Enterprise Spending it has not been great versus that sass exception that we saw. Im wondering what you think of what is happening in that space. First the rhinoceros ...
New York United States Phil Lebeau Big Bounce Sales Force Enterprise Spending

CNBC Squawk On The Street July 12, 2024

Weekend. Our roadmap begins with the record setting week. What are the risks to the rally . Plus tesla on a tear, set to open at record high after topping 2,000 for the first time. And democrats demanding answers, the embattled postmaster general testifying this hour amid a political furor surrounding policy changes ahead of the november election guys, its going to be an interesting morning to sort of take stock of where weve been over the past couple of days the s p all time high, apple 2 trill...
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FBC Barrons Roundtable July 12, 2024

The pain for struggling retailers, but some Companies Found creative ways to engage consumers. On the round table the, ben levisohn, carlton english and al root. Ben, you used a great phrase earlier this week when we were talking about the market, you said this week the market was violently flat. Whatd you mean by that . Right. So the market, it seems like every day the dow is going up 400 points or is dropping 400 points, or it looks like its going to drop 400 points but then does an about face...
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FBC Barrons Roundtable July 12, 2024

Retailers, but some Companies Found creative ways to engage consumers. On the round table the, ben levisohn, carlton english and al root. Ben, you used a great phrase earlier this week when we were talking about the market, you said this week the market was violently flat. Whatd you mean by that . Right. So the market, it seems like every day the dow is going up 400 points or is dropping 400 points, or it looks like its going to drop 400 points but then does an about face and heads higher. Were ...
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BLOOMBERG Bloomberg Markets European Close July 12, 2024

1 . Bdps are faring relatively well. We are waiting to see what is going to happen on the back end of this week. Storyl be a significant as we get a rating based on the 750 billion euro rescue fund. You want to Pay Attention to what is happening. , potentialbig supply for it to strike. That is another factor that we need to throw into the mix. What we have coming up later, we will speak to the outgoing boss of the euro group. He will be joining us to give us his take. And wille the governor be t...
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FBC Barrons Roundtable July 12, 2024

Retailers, but some Companies Found creative ways to engage consumers. On the round table the, ben levisohn, carlton english and al root. Ben, you used a great phrase earlier this week when we were talking about the market, you said this week the market was violently flat. Whatd you mean by that . Right. So the market, it seems like every day the dow is going up 400 points or is dropping 400 points, or it looks like its going to drop 400 points but then does an about face and heads higher. Were ...
New York United States New Zealand New Zealand General Abby Joseph Cohen James Anderson

FBC Barrons Roundtable July 12, 2024

Retailers, but some Companies Found creative ways to engage consumers. On the round table the, ben levisohn, carlton english and al root. Ben, you used a great phrase earlier this week when we were talking about the market, you said this week the market was violently flat. Whatd you mean by that . Right. So the market, it seems like every day the dow is going up 400 points or is dropping 400 points, or it looks like its going to drop 400 points but then does an about face and heads higher. Were ...
New York United States New Zealand New Zealand General Abby Joseph Cohen James Anderson

CNBC Squawk Alley July 12, 2024

Somebody to sell if you go back to our march survey, what we saw was that the level of bullishness on the stock market was one of the highest readings we had in the history of our survey. That told us things were scary in terms of fundamentalings and news flow. They sort of knew inherently this was that point in time was the right time to buy the market they stepped in to help contribute to the rally. Now what we see its not that everybody is bearish the bearishness is starting to pick up where ...
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