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CNBC Fast Money December 22, 2016

News for twitter. We start off with the retail getting dragged down. Trump euphoria, colder weather, it should ben nirvana for these guys. Until we get tax clarity, is this group suddenly a notouch, guy . I think it is. We get a lot wrong, this one i think we all got collectively ride. Nordstroms, for example, this stock had a tremendous run up to 60 in november. We talked about it and said, the run in nordstroms, too much, too fast, all the shorts have gotten forward. At 20 times forward earnings, theres no way the stock should be there. We stayeaid, look for a pull ba. All this summer, 48 1 2. Magically, here we are. I dont think you can go out and buy it on this level, but at least valuationwise it makes a little more sense than it did even two weeks ago. You had two things today that hit these retailers. You had personal income come out, which was essentially flat. Its been decelerating since 2014. You also had an mpd group report out saying holiday sales were running 4 below last ....

United States , New York , Staten Island , San Francisco , Seema Mody , Steve Grasso , Martin Ceo , Ralph Lauren , Mike Coe , Benedict Arnold , Meg Terrell , Jim Cramer , Liz Dunn , Scott Wren , Julia Boorstin , Melissa Lee , Carl Icahn , Mpd Group , Group Report , Group Reports , Corporate Tax , Tax Reform , Donald Trump , Reform Border , Structural Business , Consumption Trends ,

BLOOMBERG Best Of Bloomberg Technology February 25, 2017

With arm holdings ceo. Snapchat kicked off its roadshow ahead of an ipo. Red herring disclosed slowing User Engagement and rights treatment. Joe siegel is a portfolio manager. I think anything at 20 billion, you have to justify the valuation. Here, the questions are around user growth. Around they danced issue of user growth, alluding to issues of the android. Monetization they touched on lightly, but as the story progresses, you will need to see more metrics. Cory we were joined for more. We were outside the Mandarin Oriental today trying to grab investors to hear their take. To their point, when asked what was your big takeaway still on your mind, user group was a lot of what the investors said to us. The executives blamed it on android, but i heard a lot of instagram being called out by investors who point to the stories feature instagram recently introduced that very ....

United States , British Columbia , Hong Kong , United Kingdom , San Francisco , Jason Wheeler , Tom Davis , Joe Siegel , Jack Dorsey , Cory Johnson , James Park , Kim Kardashian , Billy Walters , Arm Holdings , User Engagement , Mandarin Oriental , User Group , Group Lot , Good Business , Information Company , Company Come , Phase Two , Cost Technology , Company Says , Google Cloud , Public Markets ,

BLOOMBERG Best Of Bloomberg Technology February 25, 2017

With arm holdings ceo. Snapchat kicked off its roadshow ahead of an ipo. Red herring disclosed slowing User Engagement and rights treatment. Joe siegel is a portfolio manager. I think anything at 20 billion, you have to justify the valuation. Here, the questions are around user growth. Around they danced issue of user growth, alluding to issues of the android. Monetization they touched on lightly, but as the story progresses, you will need to see more metrics. Cory we were joined for more. We were outside the Mandarin Oriental today trying to grab investors to hear their take. To their point, when asked what was your big takeaway still on your mind, user group was a lot of what the investors said to us. The executives blamed it on android, but i heard a lot of instagram being called out by investors who point to the stories feature instagram recently introduced that very ....

United States , British Columbia , Hong Kong , United Kingdom , San Francisco , Jason Wheeler , Tom Davis , Joe Siegel , Jack Dorsey , Cory Johnson , James Park , Kim Kardashian , Billy Walters , Arm Holdings , User Engagement , Mandarin Oriental , User Group , Group Lot , Good Business , Information Company , Company Come , Phase Two , Cost Technology , Company Says , Google Cloud , Public Markets ,

BLOOMBERG Best Of Bloomberg Technology February 26, 2017

Ahead of an ipo. Red herring disclosed slowing User Engagement and rights treatment. I think anything at 20 billion, you have to justify the violation. I think they danced around the issue of user growth, alluding to issues of the android. Monetization they touched on lightly, but as the story progresses, you will need to see more metrics. Cory we were joined for more. We were outside the Mandarin Oriental today trying to grab investors to hear their case. To their point, when asked what was your big takeaway still on your mind, user group was a lot of what the investors said to us. I heard instagram being called out by investors who point to the stories feature instagram introduced that mimics snapchat. Others brought up the new whatsapp feature rollout. Yes, snap is pointing to internal issues, like needing to build out on the android platform in noncore markets, but in ....

New York , United States , British Columbia , San Francisco , United Kingdom , Hong Kong , Megan Murphy , Bloomberg Businessweek , Jason Wheeler , Tom Davis , Jack Dorsey , Cory Johnson , James Park , Bloomberg Businessweek Carol , Kim Kardashian , Billy Walters , User Engagement , Mandarin Oriental , User Group , Group Lot , Good Business , Information Company , Company Come , Phase Two , Cost Technology , Company Says ,

BLOOMBERG Best Of Bloomberg Technology February 26, 2017

Ahead of an ipo. Red herring disclosed slowing User Engagement and rights treatment. I think anything at 20 billion, you have to justify the violation. I think they danced around the issue of user growth, alluding to issues of the android. Monetization they touched on lightly, but as the story progresses, you will need to see more metrics. Cory we were joined for more. We were outside the Mandarin Oriental today trying to grab investors to hear their case. To their point, when asked what was your big takeaway still on your mind, user group was a lot of what the investors said to us. I heard instagram being called out by investors who point to the stories feature instagram introduced that mimics snapchat. Others brought up the new whatsapp feature rollout. Yes, snap is pointing to internal issues, like needing to build out on the android platform in noncore markets, but in ....

New York , United States , British Columbia , San Francisco , United Kingdom , Hong Kong , Megan Murphy , Bloomberg Businessweek , Jason Wheeler , Tom Davis , Jack Dorsey , Cory Johnson , James Park , Bloomberg Businessweek Carol , Kim Kardashian , Billy Walters , User Engagement , Mandarin Oriental , User Group , Group Lot , Good Business , Information Company , Company Come , Phase Two , Cost Technology , Company Says ,