CNBC Squawk Alley July 14, 2024
Good wednesday morning, welcome to squawk alley, im Carl Quintanilla and morgan brennan. Retail is a big story this morning. Well start with tech stocks on the rise including facebook and alphabet two tech names in the top five of goldmans most important positions for hedge funds. Our next guest notes that to see acceleration in online ad growth in facebook and alphabet is no surprise to see it in snap, twitter, and pinterest is notable joining us this morning on where goldman sees buy opportunities is goldmans lead analyst, keith terry. Good to see you. Thanks for having me. One dynamic has b...