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CNBC Squawk July 3, 2024

And currencies ahead of europes close. Speaking of m a, a massive deal in tech. Why cisco bought splunk and what it might mean for more m a in that space. Topping the tape, higher for longer. Are stocks setting up for a test of the august lows . Senior markets commentator mike santoli is with us. Does feel like stocks are playing a catchup to bonds, which were ahead on the higher for longer. To a degree, yeah. Were sort of arguably in that test thats under way. The s p 500 about 0. 50 where it bottomed out in midaugust. Its also the lower quarter ep end of stocks are waiting to see if longer term treasury yields were, perhaps, topping out around those october highs. Now weave clearly broken higher. What happened with the fed yesterday, even in broad strokes, as weve been saying, not a radical change. Theyre done or near done. Any moves come slowly, theyll be careful. They did remove those potential rate cuts, however anything longer than six months is all kind of hazy on the horizon. W ....

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CNBC Fast Money December 26, 2017

Micron, qualcomm, all following. These have been some of the hottest trades of the year is this the beginning of a bigger pullback or should you buy this dip dan . Its a tough one. Obviously we had microns earnings a week and a half ago they beat and got higher they were talking about nand pricing and dram this is a headwind for apples margins, theyre a big customer of apple for me, you have to think about this apple announcement, we see this every quarter whether its hush hush, whisper whisper, theyre not going to have the builds they did on this high end phone thats going to possibly affect their asps. Last quarter expectations were not particularly high because people knew the iphone x would be pushed out later into the calendar q4 and all of a sudden they gave this massive guide for units in this quarter, 85 million. I think at the end of the day you have a stock trading at 170, i think back then it was 160 if they were to come in line and guide, you know, down a little bit, i dont ....

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BLOOMBERG Countdown June 22, 2024

Anna welcome to countdown everybody. First, we are going to hear from Credit Suisse. Were going to hear from roche. Mark it is a big day from roche as they report earnings. Anna we will speak to caroline about how the business is reporting. Anna sales rose 6 at a constant foreignexchange rate. We are confirming the for your outlook. Mark absolutely. We are waiting on the net income. Missing estimates come at 7. 22. We were looking at 7. 38. That is core eps. It is a really interesting day for roche. In terms of the sales forecast. This is a company that, over the last year, has really trailed the pharmaceutical sector. Anna comparatively, to the rest of the pharmaceutical sector. Mark 7 versus 32 . Anna 9. 2 4 billion, and ahead of the estimate. It seems to be a mixed bag when comparing sales and those estimates. The foreignexchange eroded. That is a very important conversation to have. Also it is interesting to talk about how they ....

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CSPAN3 Digital Technology And Connectivity June 22, 2024

Weve given you all a copy of my newest book which was just published yesterday digital dysny which looks at the history of how we ended up here but also paints a picture of what the implications are when everything becomes digital, becomes connected, becomes sensorized and we see a world that impacts every experience we have. Well get into that as well. Larry, let me turn it to you and perhaps you can spend a minute to introduce yourself, robin as well . Sure. Thank you and thank you to the Churchill Club and center and congratulations on your book. I had the privilege of reading it in manuscript so i can say with complete confidence it will be a terrific success. I think it encapsulates a lot of the same kinds of technologies that ive been looking gnat the research ive been doing and that was the basis of our book last year big bang disruption, and it es more of the same. We talked about that this year because we were there, my f ....

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CNBC Fast Money June 22, 2017

Missing about the mood in crude oil and it could have huge implications for your portfolio. Hell be here to break it down first, one huge move in the markets today, thats in Health Care Stocks. The sector hitting another alltime high for a second consecutive day after the gop unveiled its new Health Care Bill in the senate Cnbcs Kayla Tausche is in d. C. With the details kayla . Reporter it was unveiled a few hours ago, but Senate Leadership is already in sell mode democrats predictably opposed to it, but even republican senators, not one said they were vehemently in support of it. The most bullish would only say they opposed the proceeding legislation, but then there was a group of four senators, double the amount the gop can afford to lose in this ba ....

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