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CNBC Squawk Alley July 12, 2024

Its up 9 you think about the Digital Infrastructure for fitness, a time when its kind of hit or miss whether people can gather inn provides some of that not just in the bikes but in the apps spotify up almost 7 twilio, which provides payment and tracking services, data services, those apps up 7. Service now, amazon up considerably most of those stocks also up quite a bit over the past few day days youre right on peloton, wedbush puts them at 66 saying a blowout quarter is possible. Mark may joins us this morning to talk more about this. Mark, good to see you. Welcome. Thanks for having me back after a week when people wondered if this trade was still fresh, is today another reminder that its hard to keep this narrative down sentiment in the tech sector among investors varies depending on the time horizon especially now with earnings. Investors in general in tech are bullish. I know that for the most part
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CNBC Fast Money Halftime Report July 12, 2024

Its a mixed day stocks reacting to the vaccine news josh, it seems funny to ask the question about tech on a day i showed you the index is having a nice bounce back day since that index hit its high on monday, 13th it hasnt traded all that well what do you make of that well, were working on josh browns mike maybe he did that on purpose since its my first day back joe, do you want to take that same question . There we go. I was going to say this is going well so far. What i said was first of all, welcome back technology can you hear me i can hear you. Amazon was down 12. 7 . Amazon was down that its 1999 all over again understand that 1999, once the names like microsoft rolled over, they were in a multi year decline where technology under performed. Thats not the case well be witnessing right now lit be a pause that refreshes. The fundamentals are strong for Technology Technology is the economy and there you go today, youve ....

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DW Business - News July 12, 2024

The huge see you in the quarter she wished you could go with him but hes usually a little hes going to go get my shit i never work for roger donald trump and flooding your putin were 2 part documentary analyzes the difficult relationship between russia and the us and between their president s how does their little reach and their dangerous mutual admiration affect the rest of the. Prism bullies driven putin starts august 3rd on d w. Coronavirus takes a strong agree on the United States and its economy because the u. S. Post records daily case vegas data suggests its cheating pain fell by more than a 3rd string a foot in june. The pandemic is also hitting italy will hear from businesses that are desperate for help. Meanwhile cash is also a problem in cuba find a. Why are there why theyre welcoming american dollars. This is deja vu business im in berlin its great to have you with us the
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DW World Stories July 12, 2024

Finish the feasts you interpreted as she wished you could go with me but his views really were hes going to go skittish if i get a word for raja almost trying to plug in your putin were to par jochem entry analyzes the difficult relationship between russia and the us and between their president s how does their rivalry and their dangerous mutual admiration affect the rest of the world to some bullies driven putin starts august 3rd on d w. This week and world stories attacks against refugees on the aegean sea and 93 year olds about the corona infection but we begin in the usa thats been hit full force by the cuban. In a pandemic with record spikes in new infections and more deaths than anywhere else in the world the virus exposes a divided society. Things look like theyre getting back to normal at lake allatoona just 20 miles northeast of georgias capital of lenten about off boaters are back on the water and nobodys wearing a mask in downtown atlanta and across the entire state a growin ....

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CNBC The Exchange July 12, 2024

Kelly, so remember last week we were talking about how value was outperforming growth last week that lasted exactly one week today were back at the old pattern and its basically growth and technology virtually over Everything Else theres the dow flattish on the day, but s p 500 still trying to get over that 3032 hump not easy to do, but tech overplaying, the investments, the bank stocks all did very well last week theyre a little lower today amazon had an awful week, down 8 last week guess what, its regained a good part of that loss today. Alphabet, apple and facebook all on the up side the trend is were back where we were the work from home stuff tends to do very well. This happened since that june 8 high we hit, so the pelotons and zoom videos of the world doing very well. What we call the reopening stocks, the travel and leisure stocks, are not doing very well, and we saw this last week fairly consistently for a while earnings ....

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