Welcome to squawk alley. The at Home Technology story continues to deliver big you can see there sonos up 26 this morning after strong earnings want to talk to the ceo in a minute and nvidia also delivered solid results on pc and Data Center Demand beating on both earnings and revenue. Sales up 57 from the same period last year though its lower this morning on modest guidance second biggest gainer on the s p 500 year to date though. Julia, its really interesting how, you know, stay at home stocks maybe suffering a bit but some of the Underlying Technology driving some of that action doing quite well well, jon, one stay at home stock that is not suffering today is roku. That stock up over 6 . Driven in part by the circulation of reports saying that roku could be near a deal with at t to have an agreement for hbo max to be included on roku which would be a big deal and speaking of hbo max, i have to mention that news that wonder woman 1984, the big wonder woman sequel that was scheduled
Democratic politicians, examples how theyre breaking their own lockdowns. Americans lockdowns forethee, parties and trips for me. You will not believe who else is on the game. People and now more sheriffs pushing back on states from coast to coast breaking up basically the cities and states are breaking up large gatherings to stop covid19 from spreading but now sheriffs in four states are refusing to enforce these rules, including breaking up thanksgiving dinner parties under extreme covid19 lockdown measures that number of sheriffs doing that, the number of states where that is happening, that could grow. Also this, there is new hope. Pfizer says its vaccine is now more effective than realized. Maybe raising hopes of a vaccine in december. One top democrat governor is tossing cold water on that, and tossing cold water on the Trump Administrations operation warp speed coming to market. The fbi is launching a new counterintelligence probe into china nearly every 10 hours for replicating
Democratic politicians, examples how theyre breaking their own lockdowns. Americans lockdowns forethee, parties and trips for me. You will not believe who else is on the game. People and now more sheriffs pushing back on states from coast to coast breaking up basically the cities and states are breaking up large gatherings to stop covid19 from spreading but now sheriffs in four states are refusing to enforce these rules, including breaking up thanksgiving dinner parties under extreme covid19 lockdown measures that number of sheriffs doing that, the number of states where that is happening, that could grow. Also this, there is new hope. Pfizer says its vaccine is now more effective than realized. Maybe raising hopes of a vaccine in december. One top democrat governor is tossing cold water on that, and tossing cold water on the Trump Administrations operation warp speed coming to market. The fbi is launching a new counterintelligence probe into china nearly every 10 hours for replicating
Investors see less chance of new regulations, equity futures writing rising in tokyo and hong kong. In china tries to reassure the Business World that it is open to trade. Concern of the moran sealer approach. Shery breaking out of south korea. We are getting the currentaccount surplus in south korea for the month of september, widening to 10. 21 billion. We had seen a previous surplus at around 6. 5 billion. This has widened to over 10 billion. The goods surplus coming in at above 12 billion. We have seen continued surplus for the current account in south korea. Consecutivee a five months surplus, not to mention exports in october contracted a little, but in september they rose for the first time in seven months. South koreag pmi in so weoday twoyear high, are getting a widening of the surplus. Haidi pcb numbers crossing the bloomberg, betterthanexpected, eating the analyst estimates on the bloomberg, Third Quarter 1ome coming it at just billion, better expectations than 850 million.
Woke up this morning to learn of the news and many are shocked and horrified including myself and i think this is sent out a very very negative message and of course it must have a Chilling Effect on people who want to speak out and particularly on the news media so this is a very very Disturbing Development although maybe maybe not unexpected but i and people say that hong kong no longer has the rule of law so i hope that jimmy lie and those of the people who have been a rest will be able to have their rights protected and of course if the authorities have evidence i hope they will come out with it because such allegations have been made for a long time and up to now they have to do is no evidence i think that we have seen quite oh increasing amount of selfcensorship amongst the news media some local media even say that that maybe there are some current politicians that they may not or should not interview and they are stories they should not write and also the edge of made telling th