Page 2 - Stacy Rasgon News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Little hawkish. Market didnt like it very much. So we do have a bit of a selloff on wall street at this hour. A couple of stocks to note specifically lulu and target. Well, they are down sharply after their earnings reports. Those reports only raising more questions about the state of the consumer this afternoon. It does take us to our talk of the tape. Where stocks are likely to go this evening in overtime. Lets bring in our experts. A cnbc contributor, josh brown. Ceo, cofounder. And also a cnbc contributor of the star analyst, stacey rascon with us as well of bernstein. We all know whats at...

Fresh knew cycle high. Stocks were selling off until late morning when Hedge Fund Manager bill ackman, yields they quickly fell, stocks quickly recovered, the nasdaq today, the big outperformer, mega cap stocks took off. Take a look at the nasdaq up near 1 . That coming ahead of their earnings, which begin tomorrow with microsoft and alphabet, takes us to our talk of the tape. What if we really have seen the top in rates just as tech earnings are about to roll in. Could it be enough to get stocks back on track towards a year end rally . Lets ask jpmorgans Global Investment strategist with me h...

The low with the dow recovering a bit and it is down about 1. 1 but the dow was down 707 points earlier in the session so we are well off the low and here they are heading a fivemonth high ticking its way back forward maybe 5 and we talked about last night the lackluster revenue outlet for metawith declines across the sector and we have microsoft and alphabet down as well and that is ahead of their earnings and they are due out after the bell in the last call us at 7 00 p. M. Eastern and the bright spot today is semiconductors, what else, video moving up and ever core reiterates and intel also...

however slower demand and trade restrictions on chip—making technology have put businesses under pressure. those restrictions only apply of course to high—end chips currently. for more on the industry i spoke to stacy raskin, a senior semiconductor analyst. these export controls were fairly targeted. the only things that were actually impacted were high—end artificial intelligence chips, chips for supercomputers and equipment that was capable of manufacturing high—end logic and memory. in terms of actual revenue impact the only ones that really saw was the equipment vendors. ...

by domestic heavyweight tsmc. however, slower demand and trade restrictions on chip—making technology have put businesses under pressure. those restrictions only apply to high—end chips currently. for more on the industry i spoke to stacy rasgon, a senior semiconductor analyst. these export controls were fairly targeted. the only things that were actually impacted were high—end artificial intelligence chips, chips for supercomputers and equipment that was capable of manufacturing high—end logic and memory. in terms of actual revenue impact, the only ones that really saw, was ...