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CNBC Squawk Alley July 12, 2024 - Vimarsana News

CNBC Squawk Alley July 12, 2024

Another day of dragged on stimulus talks, john. Intel not a small factor in the trade. When i think of volatile tech stocks, i tend not to think about intel. Look that two year chart ups and downs. Its like an obstacle course, a tough mudder or something. Last quarter, it was about the supply side and intels manufacturing. This quarter the surprise was more around demand and the extent to which enterprise and government just isnt buying in the data center. Cloud picking up the slack that has an impact on margins. Of course, we have the pc stuff going on which is largely a tail wind they havent...

CNBC Squawk Box July 13, 2024 - Vimarsana News

CNBC Squawk Box July 13, 2024

Weve seen for the dow in a row, the first time thats happened since february this is all happening despite crude oil prices the treasury shows you the tenyear is yielding 0. 627 . There are crude oil prices, generally when weve seen pressure on crude oil, thats put pressure on equities as well thats not the case this morning. Wti is indicated down by over 15 . Thats a decline of 2. 66 to 14. 28 a barrel. Brent crude down by just 3. 3 . Its now trading at 20. 73 andrew meantime, an update on the pandemic and the numbers we bring you every morning about where we stand heres where we do stand glo...

BLOOMBERG Whatd You Miss July 13, 2024 - Vimarsana News

BLOOMBERG Whatd You Miss July 13, 2024

Mind. It is the s p value index. It put on a record high today. That comes as a divergence to the growth index. Rotation into valueadded growth is still in play. , tribeca Trading Group it had another component. Back to you. I know taylor riggs is looking at the numbers. 4. 23. Uarter eps, that would be amiss. Of 70uarter net sales billion, better than expected. Part of the business, billion, amiss on that part of the business. That is the Fastest Growing part of its business. 80 billion to 86. 5 billion dollars for this quarter, analysts looking for 87. 2 billion. The stock is falling in afte...

CNBC Closing Bell July 13, 2024 - Vimarsana News

CNBC Closing Bell July 13, 2024

Remains solid. Joining us for the hour is stephanie link what do you think the theme is here we started the day up almost triple digits on the day then loss were down triple digits now were somewhere in the middle crazy with earnings nonstop. The theme today is the shift right back to growth from value. Thanks to paypal, thanks to microsoft, thanks to service now, and value is under performing because i think its all about 3m and what they said. Weak china, weaken you a, to no green shoots after yesterday where caterpillar gave us some hope and boeing gave us hope today took it all back some c...

CNBC Closing Bell July 14, 2024 - Vimarsana News

CNBC Closing Bell July 14, 2024

Google, amazon, intel, and many others after the bell. Coming up in just a few moments, well talk about todays pullback much more with Hayman Capital Management founder kyle bass will be good to get his thoughts especially on china. Joining us for the hour, cnbc contributor stephanie link is back from nubene are you taking a chance from this pullback to do anything today . Its an earnings bonanza. Im still way behind in the Conference Calls that started last night but yeah, during earnings season, you always get exaggerated moves. So i actually am looking at the fundamentals and trying to iden...