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Speech at Georgetown University on thursday. And the huawei perspective. On 5g, securities concerns and more. But first, our top story. Percent six and a half 6. 5 . S comes after posting the consecutive quarters for slower sales. Line start with the top where there is not enough growth for red hot red hat to offset the cost. This is one word expectations. If you look at ibms core business, they are managing it for profitability as if they can. As people build the hyper cloud infrastructures, there needs in the Core Technology space, those change. They will need to drive efficiency in that are...

We have more on his appearance, plus reaction. And the huawei perspective. We get thoughts from the chinese telecoms Carrier Business Group on 5g, securities concerns and more. But first, our top story. Ibm fell as much as 6. 5 , the most since october 2015. This comes after the fifth consecutive quarter for posting slower sales. Joined by my am guest. Lets start with the top line decrying. Is there not enough growth from red hat to offset the cost in that core business . Yes. Frankly, this is a question of one word, which is expectations. There are a lot of expectations for red hat that paid ...

Good thursday morning. Welcome to squawk alley. With Morgan Brennan and jon fortt at the New York Stock Exchange we watch the markets being whipped by some of the trade headlines. We also have two big ipos in focus today as well. We await the first trade of smile direct club. Lets bring in bob pisani to talk about that and overall iep landscape. We heard valuation is not there, does this mean the ipo market is overrated. Slack, first earnings report, growth wasnt as strong as people thought, not a good idea, growth is not as strong. Some software companies, now theres jitteriness. This week we...

Industrials, s p up 23, the nasdaq up 1022. Russells got a gain of a 15 points and the transportses a nice move of a full percentage point. Just about anything, we should say, that is chiprelated due in great part to a. I. Momentum is moving higher. Intel is right up there as one of the top performers with a, lets see, 4. 55 gain, that is a good move. Applied materials, up 2. 25 . These are the aaas, aat mat, apply frommed materials and amd. And how about arm . Arm having a strong session. Hpe at the bottom here, it is not specifically e a chip stock the, but it is getting a 3. 5 bump on recor...

Me jim cramer whenever i speak to a truly Competitive Company theyre playing both offense and defense using the power of digital using the power of technology. They have no choice. If you dont imbrass embrace technology youll be left behind the dow did 9 points s p, zero and nasdaq up. 0 clueless Companies Getting left in the dust because their consumers are going away every november we come out to sales force dream conference ford to learn about this dynamics we come out with open ears and eyes to see what companies are doing. Ask questions to find out whose keeping hold of their turf whose i...