CNBC Squawk Alley July 13, 2024
Im Carl Quintanilla along with jon fortt. A big week for tech earnings amazon, intel, microsoft and twitter on deck this week on a positive start in the runup in tech continue dan and steve are here with me with answers good morning, guys good to see you. Im wondering, dan, before we get to the bignames, if you have been thrown as a breakdown of software and worries about i. T. Spending the next few years . You are seeing cracks in the armor. High multiple software crowded from the institutional perspective. Many head or the exits it is overdone in what we are seeing it shows the risk in earni...