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Chips made by their own engineers. Apple integrating hardware and software together is what makes our bankrupt so great. Having a world dallas silicon design team is a game changer. For apple, analysts say the transition should be a significant benefitbecause it gives the company that much more control over its hardware and it should translate to improved performance and performance. There is a broader insurgency because there are rivalries. Josh, that is a great set up today to bring in our next guest. Talking about apple, google ad revenue, good morning, dick, good to sue yee you how are you...

The dow is down now 1040 points now live from ep rate locations, youre looking at the worst day for the s p since may 1st. For the dow, it is since april 1st, and you really have to go down about 1200 points to go further than that. Were watching a number of different dynamics at play one is just the reality check that we got from the fed and jay powell, it is the recovery, the covid spike that sarah was juk talking about, and the success in various pockets apple is down, but it is still up more than 7. 5 for the week microsoft is similarly down almost 2 today, but up 5 for the week sam z amaz...

Squawk alley. As you just heard, stocks are continuing to move higher today although off of the highs of the morning. The s p is up about 0. 6 the nasdaq up about 84 points. On track for the fourth week of gains for the major averaging and today it is that reopening trade back in the drivers seat today. It is it is retail names as well at the same time we dont see a buy fur indication it is a shift to more of a focus on e commerce. Amazon is up 1 . And facebook is up better than that that to me is interesting. Walmart is a stock that has done well prior to things opening up. It is also higher....

Mulan. Julia, you have a lot of color on this and i keep thinking back to when you brought bob on our show, and he talked act the challenges of reopening florida and california, but they have seen some change in that narrative. Yes, we just had disney say they going to delay the opening of the park. The decision was made after yesterday, the number of new indicatio indications peaked here in the u. S. Now the government is saying we cant tell you what the plan is going to be at i want to note that companies here in california were raising concerns saying they didnt think it would be necessaril...

The attention to spend, and maybe most bullish of all, prime pe penetration. They reached a record high level. We think globally they started around 150 million subs. We think they will exit this year doclose to 100 million sub. When were more bullish we will raise the price target how sticky do you expect that model to be based on the research you said some of those satisfaction results among consumers have come down a bit yeah, it is an issue we first saw it clipped down in our survey work, and why would satisfaction be falling and slipping at amazon it used to be high 80 of customers descri...