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Transcripts For CNBC Squawk On The Street 20240712

Sharing demand, david, and today grocery delivery. Yeah, thats what we will be talking to him about of course, was it their second choice is certainly a question we will want to explore and when will the company get to cash flow positive. Remember prior to the pandemic, carl, there had been some important promises made by uber in terms of when they were actually going to get to that point and then of course its all had to change as a result of what theyve seen in their core business which we also will talk about as well. As we take a look, mike, as a market that is going to at least open lower, although certainly unclear whether that will hold incredible momentum yesterday and some of these names, i mean, that we talk about so often, but just this morning, looking at the market caps of amazon at over 1. 5 trillion or tesla at 254 billion it really is quite something. It is, and those are the names, thats the area of the market called secular growth, you know, call it, you know, actuall

Transcripts For CNBC Squawk Box 20240713

Too. Tenyear well above 1. 8 and 1. 822. A developing story from china with big implications for u. S. Companies the Financial Times reporting that the communist party now ordered all state offices to remove foreign hardware and software within three years. This could hit firms like microsoft and dell, hp, especially hard. Now analysts estimate 20 to 30 million pieces of foreign equipment would need to be ultimately replaced. The order is not yet public yet but was described to the ft by two Cyber Security firms so this is going to this is like the fallout from huawei this is the fallout from huawei everybody out of the pool at one time think about microsoft and by the way one of the names not on the list, apple. Interesting where is apple . Apple doesnt do a lot of enterprise work in terms of corporate maybe not government. Maybe not government work but. More of a consumer play i dont know. I was thinking about that this morning. Where apple plays in that. Apple is obviously threaded

Transcripts For CSPAN3 Dr 20240703

Oh, wait, i learned. Howdy. Im learning. Learning. Thank you. Thank. Id like to welcome you tonight. Thank you for spending some time with this evening. I would like to acknowledge we have a couple of vips with us tonight. We have secretary andy card with the george and Barbara Bush Foundation foundation. And ambassador chase on tomorrow here with us tonight. So again thank you for being here. Id like to thank the foundation for supporting the library in these endeavors. Its with the support of the george and Barbara Bush Foundation that we were able do these types of programs. Now, ill take the moment to remind you to turn off your phones and all the noisy things that you have with you and the aggie football closes on april 28th, so you dont have a whole lot of time if you havent seen it yet. Nows your time. The next exhibit is going to be really great to see. I expect to see you back then as well. We have the 41 at 100 celebration. And coming up in june, june 13th, please put a hold

Transcripts For CSPAN3 Dr 20240703

Oh, wait, i learned. Howdy. Im learning. Learning. Thank you. Thank. Id like to welcome you tonight. Thank you for spending some time with this evening. I would like to acknowledge we have a couple of vips with us tonight. We have secretary andy card with the george and Barbara Bush Foundation foundation. And ambassador chase on tomorrow here with us tonight. So again thank you for being here. Id like to thank the foundation for supporting the library in these endeavors. Its with the support of the george and Barbara Bush Foundation that we were able do these types of programs. Now, ill take the moment to remind you to turn off your phones and all the noisy things that you have with you and the aggie football closes on april 28th, so you dont have a whole lot of time if you havent seen it yet. Nows your time. The next exhibit is going to be really great to see. I expect to see you back then as well. We have the 41 at 100 celebration. And coming up in june, june 13th, please put a hold

Transcripts For CSPAN3 Dr 20240703

Oh, wait, i learned. Howdy. Im learning. Learning. Thank you. Thank. Id like to welcome you tonight. Thank you for spending some time with this evening. I would like to acknowledge we have a couple of vips with us tonight. We have secretary andy card with the george and Barbara Bush Foundation foundation. And ambassador chase on tomorrow here with us tonight. So again thank you for being here. Id like to thank the foundation for supporting the library in these endeavors. Its with the support of the george and Barbara Bush Foundation that we were able do these types of programs. Now, ill take the moment to remind you to turn off your phones and all the noisy things that you have with you and the aggie football closes on april 28th, so you dont have a whole lot of time if you havent seen it yet. Nows your time. The next exhibit is going to be really great to see. I expect to see you back then as well. We have the 41 at 100 celebration. And coming up in june, june 13th, please put a hold

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