32
32
Sep 29, 2018
09/18
by
BLOOMBERG
tv
eye 32
favorite 0
quote 0
then, the white house killed a takeover of qualcomm by broadcom .n the midst of a trade war, china effectively killed the takeover of another chipmaker, all setting up challenges or perhaps new opportunities for qualcomm readership. joining me today is steve mollenkopf. thanks for being here. steve: happy to be here. emily: you have a few things going on. you are in the dirt lawsuits with apple around the world. you fended off a hostile takeover of your company you had , a failed deal this past year. what did i miss? steve: you have not missed anything. i would say we are at the center of a lot of key technology which tends to make us interesting from a partner point of view. we don't tend to do anything small. when i look at it, if anything proved the importance of the technology that we work on. emily: would you have taken the job if you had known of all the complex situations you would be giving with? steve: yes, it was clear we knew what we wanted to do next and so a lot of these things were issues that we know about and we are knocking them off
then, the white house killed a takeover of qualcomm by broadcom .n the midst of a trade war, china effectively killed the takeover of another chipmaker, all setting up challenges or perhaps new opportunities for qualcomm readership. joining me today is steve mollenkopf. thanks for being here. steve: happy to be here. emily: you have a few things going on. you are in the dirt lawsuits with apple around the world. you fended off a hostile takeover of your company you had , a failed deal this past...
34
34
Sep 30, 2018
09/18
by
BLOOMBERG
tv
eye 34
favorite 0
quote 0
emily: there has been some turnover since broadcom. what is the mandate?ve: drive 5g and resolve the few remaining license disputes. and to really take advantage of this opportunity that's come along with everything being connected. we've had a lot of turnover and i think moving in a direction that is quite healthy and looking forward to driving that mandate. ♪ steve: you're going to see a tremendous amount of excitement in the mobile space just from the launch of 5g. ♪ emily: the takeover drama is you'veot over because got paul jacobs, former ceo and some of the founders trying to take the company private. what's the status of that? this summit is that you worked with for years and that you know very well. steve: we haven't heard anything actually. it's been very quiet. if anyone came up with an offer, paul or someone else, we would give it care, but we haven't heard anything about it. emily: do you talk with him on a regular basis or are you still engaged? steve: no, he's left the company so we really don't have those types of conversations. but if there
emily: there has been some turnover since broadcom. what is the mandate?ve: drive 5g and resolve the few remaining license disputes. and to really take advantage of this opportunity that's come along with everything being connected. we've had a lot of turnover and i think moving in a direction that is quite healthy and looking forward to driving that mandate. ♪ steve: you're going to see a tremendous amount of excitement in the mobile space just from the launch of 5g. ♪ emily: the takeover...
34
34
Sep 29, 2018
09/18
by
BLOOMBERG
tv
eye 34
favorite 0
quote 0
emily: there has been some turnover since broadcom. what is the mandate? drive 5g and resolve remaining license disputes. turnover andot of i think moving in a direction that is quite healthy and looking forward to driving that mandate. ♪ steve: you will see a tremendous amount of excitement in the mobile space just from the launch of five g. 5g. emily: the takeover drama is still not over. some of the founders trying to take the company private. what is the status of that? this is someone you know very well. quiet.it has been pretty if anyone came up with an offer, we would listen to it, but we have not heard anything. emily: do you talk with him on a regular basis or are you still engaged? left the, he has company so we really don't have those types of conversations. emily: part of the argument behind going private is the licensing is complex. you are making these long-term investments that will take time to pay off and investors need to be patient. what you think about that? large --am large -- by me there isear to an advantage one way or another. say.
emily: there has been some turnover since broadcom. what is the mandate? drive 5g and resolve remaining license disputes. turnover andot of i think moving in a direction that is quite healthy and looking forward to driving that mandate. ♪ steve: you will see a tremendous amount of excitement in the mobile space just from the launch of five g. 5g. emily: the takeover drama is still not over. some of the founders trying to take the company private. what is the status of that? this is someone...
124
124
Sep 7, 2018
09/18
by
CNBC
tv
eye 124
favorite 0
quote 0
broadcom did announce its decision to buy c.a. technologies for $19 billion. that decision had left many investors uneasy the stock was down about 16% year to date, but investors sending the stock higher on the late effort earnings results josh lipton, cnbc business news, san francisco. >>> iliad shares jump on rumors of a delisting the company said it had disappointing sales in the first half of the year >>> and in beer news, shares in greene king are rallying after a strong rise in first quarter sales. it said high summer temperatures and the football world cup helped properties and beer volumes in its brewing unit also rose 4%. >>> someone who looks like they've been staying off the beer is tiger woods. he shot his lowest first round score in almost two decades on his way to an impressive 62 at the bmw championship his efforts were matched by rory mcilroy who joined him on 8 under par. nice preview for the ryder cup >> that's what people are looking at since tiger woods was named as a captain's pick earlier this week. where do you think he was in the world
broadcom did announce its decision to buy c.a. technologies for $19 billion. that decision had left many investors uneasy the stock was down about 16% year to date, but investors sending the stock higher on the late effort earnings results josh lipton, cnbc business news, san francisco. >>> iliad shares jump on rumors of a delisting the company said it had disappointing sales in the first half of the year >>> and in beer news, shares in greene king are rallying after a strong...
40
40
Sep 27, 2018
09/18
by
BLOOMBERG
tv
eye 40
favorite 0
quote 0
the white house killed the hostile takeover by broadcom, which would have been the largest takeover inistory. china killed qualcomm's takeover of nxp, setting up new challenges or perhaps new opportunities for qualcomm leadership. 1.0,ng me today on studio qualcomm ceo steve mollenkopf. you made it. you have a few things going on. better fight with apple. you fended off a hostile takeover. what did i miss? steve: you haven't missed anything. we are at the center of a lot of key technology, which makes us both interesting from a partner point of view. we tend to not do anything small. ifn i look at it, i say anything, we improve the technologies we work on. taken onuld you have the job if you had known about all the complex situations you would be dealing with? steve: i have been with the company 24 years. it was clear what we would do next. a lot of these things were issues that we knew about and had to deal with. we are knocking them off the list. you are in a technology company, you have to be prepared for ups and downs. what you tend to do as a ceo's live your life further out in th
the white house killed the hostile takeover by broadcom, which would have been the largest takeover inistory. china killed qualcomm's takeover of nxp, setting up new challenges or perhaps new opportunities for qualcomm leadership. 1.0,ng me today on studio qualcomm ceo steve mollenkopf. you made it. you have a few things going on. better fight with apple. you fended off a hostile takeover. what did i miss? steve: you haven't missed anything. we are at the center of a lot of key technology,...
321
321
tv
eye 321
favorite 0
quote 0
shares of broadcom down close to 16% year to date, we're watching this one. they're not the only chipmaker. marvel is looking strong. that means yesterday's nightmare for the semiconductors is dissipating a bit. to bookmakers, barnes & noble seeing a major turnaround from yesterday's horrific session. well, what do we have today that would mean a gain of 17% for the stock? well, investor richard shotten feld disclosed a bigger than expected stake of 6. 9% in the book seller. he said he's in talk with the company's founder about a potential sale of barnes & noble and expects talks to continue regarding filling the ceo position next month. barnes & noble standing at $5.32. >>> let us go back if we can to fargo, north dakota where president trump is doubling down and in doing so threatened to levy attacks on basically everything china exports to the united states. all of it. >> we've taxed them $50 billion on technology. now we've added another 200 billion, and i hate to say this, but behind that, there's another $267 billion ready to go on short notice if i wan
shares of broadcom down close to 16% year to date, we're watching this one. they're not the only chipmaker. marvel is looking strong. that means yesterday's nightmare for the semiconductors is dissipating a bit. to bookmakers, barnes & noble seeing a major turnaround from yesterday's horrific session. well, what do we have today that would mean a gain of 17% for the stock? well, investor richard shotten feld disclosed a bigger than expected stake of 6. 9% in the book seller. he said he's in...
110
110
Sep 7, 2018
09/18
by
BLOOMBERG
tv
eye 110
favorite 0
quote 0
broadcom is an interesting one to watch. that will be the stock of the hour later.at the dow, exxon mobil higher. were you watching the game? romaine: i did not that interesting to see not the rebound -- i did not but interesting to see nike rebound. vonnie: "balance of power" is next. this is bloomberg. ♪ shery: noon in washington and 5:00 in london and midnight in hong kong. from new york, i am shery ahn. david: i am david westin and welcome to bloomberg markets: balance of power. shery: wage growth in august is the most since 2009, enough to keep republicans in power come november? the final day of the brett kavanaugh confirmation hearing, what did the supreme court nominee say about his views on government regulations and the business sector? europe's populist wave connected sweden -- could next hit sweden. critical elections this weekend. ♪ shery: hot august for the u.s. economy, adding 201,000 jobs, topping estimates. unemployment held at 3.9% always growth accelerated to 2.9%. larry kudlow had this to say. >>
broadcom is an interesting one to watch. that will be the stock of the hour later.at the dow, exxon mobil higher. were you watching the game? romaine: i did not that interesting to see not the rebound -- i did not but interesting to see nike rebound. vonnie: "balance of power" is next. this is bloomberg. ♪ shery: noon in washington and 5:00 in london and midnight in hong kong. from new york, i am shery ahn. david: i am david westin and welcome to bloomberg markets: balance of power....
148
148
Sep 7, 2018
09/18
by
CNBC
tv
eye 148
favorite 0
quote 0
take broadcom.cquisitions and turned almost all of them into home runs. ♪ hallelujah not long tried to buy qualcomm what a great company that is but the u.s. government shot down the deal for trump upped national security reasons. so instead broadcom went out and bought a software company, ca technologies that works with mainframe computers. and it cost nearly $19 billion it seemed like a totally out of character move no but on last night's conference call, we heard about a company brimming with cash that is going to pay a substantially higher dividend while buying back a tremendous amount of stock. it is a rock star. both because he is so good at his job and because he is a lot more friendly than the typical chief executive. stocks surged 16 -- or $16 or 7.5% today i think it's got more to run because of how friendly it is to you if you own the stock now, we saw something similar from 5 below today the chain that sells trinkets for 5 bucks or less. it's regional to national growth story that wall s
take broadcom.cquisitions and turned almost all of them into home runs. ♪ hallelujah not long tried to buy qualcomm what a great company that is but the u.s. government shot down the deal for trump upped national security reasons. so instead broadcom went out and bought a software company, ca technologies that works with mainframe computers. and it cost nearly $19 billion it seemed like a totally out of character move no but on last night's conference call, we heard about a company brimming...
56
56
Sep 27, 2018
09/18
by
BLOOMBERG
tv
eye 56
favorite 0
quote 0
the white house killed the hostile takeover by broadcom, which would have been the largest takeover in
the white house killed the hostile takeover by broadcom, which would have been the largest takeover in
154
154
Sep 21, 2018
09/18
by
CNBC
tv
eye 154
favorite 0
quote 0
you have to look, have you looked at broadcom, you know that stock has worked its way ever higher.truments was up nicely today after announcing a $12 billion buyback itself before you sell micron, remember that one out of five of your shares might be bought back by the company itself very few people are going to want to buy the stock of a company where the earnings are going to be down i get that so i expect continued selling until all the hot money is left in the stock i think we might look back and wonder of all the other times micron could act like a safety net. with that buyback going on, i think the potential upside could be enormous. stick with cramer. directv gives you more for your thing. if you've been waiting for a sign to quit cable, then here's some signs. ♪ quit cable it came from the toaster. ♪ quit cable uh... ♪ quit cable now you can quit cable. switch to directv for $35 per month. rated #1 in customer satisfaction over cable. more for you quitting cable thing. that's our thing. call 1.800.directv. are you one sneeze away from being voted out of the carpool? try zyr
you have to look, have you looked at broadcom, you know that stock has worked its way ever higher.truments was up nicely today after announcing a $12 billion buyback itself before you sell micron, remember that one out of five of your shares might be bought back by the company itself very few people are going to want to buy the stock of a company where the earnings are going to be down i get that so i expect continued selling until all the hot money is left in the stock i think we might look...
87
87
Sep 7, 2018
09/18
by
BLOOMBERG
tv
eye 87
favorite 0
quote 0
broadcom providing a little bit of hope in the semi conductor industry after they had numbers that beatstimates. it has been a down week. it's 8% gain a ray of sunshine for some of the bulls. joe: let's talk about the government bond market. look at those higher rates coming in the back of that jobs report we got at 8:30 a.m. wages, the fastest pace of acceleration since the crisis. rates up across the board. 2.94. year yield up to short-term, it is shooting up. 30 and then the high of the day. >> we have not seen moves like this since may 30. in the fx corollary market is the stronger dollar. let's take a look at the currency world, the euro weakening against the dollar. not ahe chinese currency, yuan,move with the still below the dollar. dollarn you saw the strengthened against the japanese yen. the real story for me was the russian ruble. absolutely plunging versus the dollar. the highest levels since 2016. more sanctions loom over the russian market. joe: on commodities, let's take a look at oil. not doing much. gold not doing much. the loser on the day, lumber. keep an eye on that.
broadcom providing a little bit of hope in the semi conductor industry after they had numbers that beatstimates. it has been a down week. it's 8% gain a ray of sunshine for some of the bulls. joe: let's talk about the government bond market. look at those higher rates coming in the back of that jobs report we got at 8:30 a.m. wages, the fastest pace of acceleration since the crisis. rates up across the board. 2.94. year yield up to short-term, it is shooting up. 30 and then the high of the day....
142
142
Sep 7, 2018
09/18
by
CNBC
tv
eye 142
favorite 0
quote 0
. >> broadcom. delta. >> you own southwest >> southwest has been a legacy position we haven't bought much of it in the last couple of years but i like the story there because it's a pure play u.s. growth, so the gdp story will do well. >> the airline deal, you've been in on that trade as well >> i'm out of them my sensitivity is they're not hedged anymore so, you really need a view on energy prices and their ability to continue to raise prices, ticket prices, to pass those on, which they've been doing. >> the other side is the dollar gets stronger so their input prices go down as well >> plus they've been trading stocks they wind up in the same place they started my final trade is athena elliott has a major position and a bit on the table for 180 talk about private equity firms coming in. >> farmer jim? >> long volatility i said it earlier, everything from tesla to tariffs is going to keep this market moving. >> thanks, everybody have a great weekend "power lunch" starts now. >> indeed it does. i'm
. >> broadcom. delta. >> you own southwest >> southwest has been a legacy position we haven't bought much of it in the last couple of years but i like the story there because it's a pure play u.s. growth, so the gdp story will do well. >> the airline deal, you've been in on that trade as well >> i'm out of them my sensitivity is they're not hedged anymore so, you really need a view on energy prices and their ability to continue to raise prices, ticket prices, to...
86
86
Sep 7, 2018
09/18
by
BLOOMBERG
tv
eye 86
favorite 0
quote 0
broadcom had positive earnings. investors might think it's ripe for a turnaround.e bank not moving, so i cheated, but it's the most read on the terminal today. the event included a seven tier to showcase of gold champagne bottles. maybe this is more of a long-term story for deutsche bank, but we definitely encourage reading that on the terminal. guy: i wonder which champagne bottles they were. i know hennessy is trading higher this morning. let's talk about the u.s. americann august, business the lowest number since october. last month's payroll was also affected by the toys "r" us story. waiting for the jobs report, of course. that comes friday. still with us, sandra crowl. let me show you this chart. investors are piling into chips. are they piling in ahead of the payroll numbers because it will be showing inflationary impact, or because the president will impose tariffs on $200 billion worth of chinese goods? sandra: good question. i think it might be a bit of both, actually. primarily off the back of rising inflation through rising wages through parts of the ec
broadcom had positive earnings. investors might think it's ripe for a turnaround.e bank not moving, so i cheated, but it's the most read on the terminal today. the event included a seven tier to showcase of gold champagne bottles. maybe this is more of a long-term story for deutsche bank, but we definitely encourage reading that on the terminal. guy: i wonder which champagne bottles they were. i know hennessy is trading higher this morning. let's talk about the u.s. americann august, business...
93
93
Sep 6, 2018
09/18
by
BLOOMBERG
tv
eye 93
favorite 0
quote 0
on the larger side, we have broadcom numbers out as well and that companies adjusted earnings are beatingares are up better than 3%. continuing on, some of the other movies we're watching, a fiber-optic company is up 6% and zooming is illustrating higher zoomies -- zumies was trading higher. be particularly interesting given the bloodbath in semiconductors today to see what followthrough there is tomorrow. joe: "what'd you miss?" a report that goldman sachs may be delaying plans to start a crypto trading desk which might be a possible catalyst for the brutal crypto selloff. it shows how much crypto investors want institutional money to pile into the space. for more on this, let's bring in frederick, the cofounder of lgo exchange, a crypto trading platform. frederick, thank you so much for joining us. what is it that your -- you are building? there are a lot of solutions whether it is the trading desk, decentralizing exchanges, etc. what are you bringing to the page? frederick: the thing is that when you are institutional investors you have to meet some requirements and plan a platform to
on the larger side, we have broadcom numbers out as well and that companies adjusted earnings are beatingares are up better than 3%. continuing on, some of the other movies we're watching, a fiber-optic company is up 6% and zooming is illustrating higher zoomies -- zumies was trading higher. be particularly interesting given the bloodbath in semiconductors today to see what followthrough there is tomorrow. joe: "what'd you miss?" a report that goldman sachs may be delaying plans to...
140
140
Sep 10, 2018
09/18
by
CNBC
tv
eye 140
favorite 0
quote 0
broadcom up about 2.7% one week later. we may see early buying there.k do you. >> thank you very much for that. up next we'll be back here on the stock exchange with the closing countdown. >>> a senior executive is leaving the company. we'll discuss the challenges and shares down below $10 today. if it's time to sell the stock that's coming up on the closing bell ♪ introducing e*trade personalized investments professionally managed portfolios customized to help meet your financial goals. you'll know what you're invested in and how it's performing. so you can spend more time floating about on your inflatable swan. [ding] >>> the highs were near the open but hoeltding onto gains after quite a volatile week last week. the s&p was down 1% last week. the dow is down about 50 points. despite the dow being low utilities near the top and financials and health care down at the bottom but only down slightly just going to show the dollar. it can't really work out >> more importantly immerging markets. >> that's the index overall today. >> right but against the imm
broadcom up about 2.7% one week later. we may see early buying there.k do you. >> thank you very much for that. up next we'll be back here on the stock exchange with the closing countdown. >>> a senior executive is leaving the company. we'll discuss the challenges and shares down below $10 today. if it's time to sell the stock that's coming up on the closing bell ♪ introducing e*trade personalized investments professionally managed portfolios customized to help meet your...
151
151
Sep 7, 2018
09/18
by
CNBC
tv
eye 151
favorite 0
quote 0
broa broadcom's quarterly profit beating forecasts.> gamestop shares are lower after earnings missed forecasts on weaker same-store sales the company says it continues to explore alternatives including a possible sale. that stock is off by 3.6%. >>> shares of iag are being hit hard today in london the airline ceo says they notified all affected customers following a data breach of its website and mobile app financial data was stolen from potentially thousands of customers who booked flights online in recent weeks if you look at the broader markets, we are also in the red on the u.s. equity futures at this hour, dow is down by 22 points s&p 500 is off by 3.5. the nasdaq off by 12. >>> the manufacturing sector is humming along thanks to a boost in the economy and a demand for workers is on the rise kate rogers is in twinsburg, ohio this morning for today's edition of "help wanted. >> the manufacturing sector is humming along, adding 380,000 jobs since president trump took office the manufacturing institute projects there's about 500,000
broa broadcom's quarterly profit beating forecasts.> gamestop shares are lower after earnings missed forecasts on weaker same-store sales the company says it continues to explore alternatives including a possible sale. that stock is off by 3.6%. >>> shares of iag are being hit hard today in london the airline ceo says they notified all affected customers following a data breach of its website and mobile app financial data was stolen from potentially thousands of customers who booked...
73
73
Sep 7, 2018
09/18
by
BLOOMBERG
tv
eye 73
favorite 0
quote 0
today.see some green we should do a tech balance at last with the broadcom up at 7.7% on a good earningsget to first word news with mark crumpton. mark: president trump said they investigation into russian interference in the 2016 presidential election is not only bad for the country but it is unfair for our midterms. mr. trump said robert mueller should have wrapped up the inquiry a long time ago. he addressed reporters on his way to north dakota for his fundraiser. barack obama says president trump the symptom, not because indivision and polarization the united states. he made his comments to a student audience at the university of illinois. >> even though your generation is the most diverse in history, with a greater acceptance and celebration of our differences than ever before, those are the conditions that are ripe for exploitation by politicians who have no compunction and notion about tapping into america's darkest history of racial and religious division. >> you choose congressional republicans of bending over backwards to shield this behavior from scrutiny or accountability or
today.see some green we should do a tech balance at last with the broadcom up at 7.7% on a good earningsget to first word news with mark crumpton. mark: president trump said they investigation into russian interference in the 2016 presidential election is not only bad for the country but it is unfair for our midterms. mr. trump said robert mueller should have wrapped up the inquiry a long time ago. he addressed reporters on his way to north dakota for his fundraiser. barack obama says president...
74
74
Sep 3, 2018
09/18
by
BLOOMBERG
tv
eye 74
favorite 0
quote 0
broadcom. there we go. onto oil, above 70, as we mentioned.analysts believe that the iran sanctions issue could be a game changer. oil was week in july -- weak in july. it is up 21% year-to-date. gold, meanwhile, weighed down by the broad strength in dollar, but losses have been restricted given worries about trade tensions. some believe we could catch a business week for gold, except for citigroup who says who needs gold when you have got rising yields and a rising stock market? nobody.swer, they really do not think that gold is the place to be right now. back to you. yvonne: does not sound like it. thank you, su keenan, joining us from new york. xi jinping is promising debt relief for poor nations in africa as he pushes back against criticism of his signature belt and road initiative. he alleged new financing for the continent at the opening of it in beijing. tom mackenzie has been watching all of this. what is the biggest take away from the president's speech? tom:resident xi -- president xi is taking on the criticism of the flagship progra
broadcom. there we go. onto oil, above 70, as we mentioned.analysts believe that the iran sanctions issue could be a game changer. oil was week in july -- weak in july. it is up 21% year-to-date. gold, meanwhile, weighed down by the broad strength in dollar, but losses have been restricted given worries about trade tensions. some believe we could catch a business week for gold, except for citigroup who says who needs gold when you have got rising yields and a rising stock market? nobody.swer,...
121
121
Sep 17, 2018
09/18
by
CNBC
tv
eye 121
favorite 0
quote 0
this morning nomura does an about face, goes hold the buy, broadcom gives it a $3 price target and discussesbe good for them, that it's a strategic acquisition. if you want a semiconduct orally, you need this stock to be up 7 or 8 they have a gigantic buyback, you might follow it so watch that stock. >> that thing hit almost 200 not that long ago on worries about that ca deal and you liked it. >> i like ca i like the idea that they can get something through. remember, they need to do deals because that's how they've thrived. i've been trying to get hock on the show i think he'll pull it off. >> on our show >> yes, on your show this show. >> that's not a problem, i imagine? >> no. no and by the way, i don't have goldman sachs. >> neither do i. >> you don't have it >> no. >> who do you have tonight >> i have joe papa from -- old friend of david from days and marcus lemonis and camping world. i think he's doing a lot of things well with sales people are unhappy with the ebt but he's not. >> when we come back, jdavid kostin experience the versatility of utility with a range of suv's perfect for
this morning nomura does an about face, goes hold the buy, broadcom gives it a $3 price target and discussesbe good for them, that it's a strategic acquisition. if you want a semiconduct orally, you need this stock to be up 7 or 8 they have a gigantic buyback, you might follow it so watch that stock. >> that thing hit almost 200 not that long ago on worries about that ca deal and you liked it. >> i like ca i like the idea that they can get something through. remember, they need to...
928
928
Sep 21, 2018
09/18
by
CNBC
tv
eye 928
favorite 0
quote 1
qualcomm has been the monster as broadc broadcom >> they move high 80s into the lows >> they took the it was counter intuitive to buy qualcomm on the failure of nxp deal. >> it sure is. >> when you did it, you are up 26%. >> he carries a huge buy back. >> a couple of upgrades today. jp and under armour goes under neutral. >> i love that piece he's been saying stay away and he's talking about wait a second it is possible that 2019 is going to be good they got some top line growth that's going to be great the lay offs are important i thought that was important upgrade. >> and then ups on at&t goes to buy on the spread verses verizon. >> incredible, people are talking about growth again this is time warner being positive something that you talked about, david. >> we know it has been an under performer and one of the most widely held stocks there being down 12.5% in a broader market and the s&p is up 9 plus percent this year. verizon has done okay especially total return don't forget the dividends here. at&t, what's the yield there it is still pretty high. >> it is funny how the stocks bu
qualcomm has been the monster as broadc broadcom >> they move high 80s into the lows >> they took the it was counter intuitive to buy qualcomm on the failure of nxp deal. >> it sure is. >> when you did it, you are up 26%. >> he carries a huge buy back. >> a couple of upgrades today. jp and under armour goes under neutral. >> i love that piece he's been saying stay away and he's talking about wait a second it is possible that 2019 is going to be good...
104
104
Sep 19, 2018
09/18
by
CNBC
tv
eye 104
favorite 0
quote 0
pace, but in an environment where stocks are the preferred asset class in individual names like broadcomparent for qvc they all represent on a microbasis opportunities to be a buyer. >> jason, what do you think? there are risks to come. we don't know how all of this trade war is going to settle out for the market the fed is expected to continue raising rates. i don't know i think economic growth looks pretty good despite everything that we may be worried about what do you think? more room to run here or should we be a little cautious going forward into the rest of the year >> more room to run. you make a great point you know, i haven't read the notes to be fair but we would say that there's plenty of room to run. there's room for different strategies, whether you're looking to be aggressive or a little more defensive with the tactical strategy. but to me, you could name ten reasons off the top of your head to invest in the market, but you only need three. it's economic growth, it's profitability, which is growing, and it's low volatility. which is typically been associated with higher th
pace, but in an environment where stocks are the preferred asset class in individual names like broadcomparent for qvc they all represent on a microbasis opportunities to be a buyer. >> jason, what do you think? there are risks to come. we don't know how all of this trade war is going to settle out for the market the fed is expected to continue raising rates. i don't know i think economic growth looks pretty good despite everything that we may be worried about what do you think? more room...
133
133
Sep 28, 2018
09/18
by
CNBC
tv
eye 133
favorite 0
quote 0
deployed at scale >> why are we so concerned about china and 5g it came up in cfius' turning down of broadcom's purchase of qualcomm it came up in your op-ed in the "washington post." what do we have to fear from china on moving ahead with 5g? >> china saw the success america had in 4g, and they want to claim that victory for 5g we think the market-based approach is a superior one we don't want to cede the mantle of wireless leadership to any country. and if china is the first mover in 5g, they will be able to draw some of that talent, innovation to their chauffeurshores >> having seen a 5g camera, it will add to surveillance of that society. >> i think about some applications here, telemedicine, the internet of things, all kinds of applications that we can't conceive today all of that could be on tap if we make the right decisions here that will be a boom for american consumers and our internet economy at large >> we'll follow that closely look forward to hearing about the meeting today. thank you. >> thank you >>> up next, it is cramer's mad dash as we count down to the opening bell oat lo an
deployed at scale >> why are we so concerned about china and 5g it came up in cfius' turning down of broadcom's purchase of qualcomm it came up in your op-ed in the "washington post." what do we have to fear from china on moving ahead with 5g? >> china saw the success america had in 4g, and they want to claim that victory for 5g we think the market-based approach is a superior one we don't want to cede the mantle of wireless leadership to any country. and if china is the...
119
119
Sep 12, 2018
09/18
by
CNBC
tv
eye 119
favorite 0
quote 0
it makes broadcom's decision look not so stupid in terms of ca, so, you know, i am concerned.ur overweight in the tech space and microsoft and cisco. we'll see what happens >> now, last hour on the show former bank of england governor mervyn king joined us, and we discussed with him the lessons learned from the financial crisis where he said another one eventually is inevitable >> once you're in the throes of a crisis, you need to lend money to the banks to prevent a collapse of the entire banking system i used to go to parliament and say we're doing this not to protect the banks but to protect the economy from the banks that was the key point at some point and in some place, who knows when or where there will be another financial crisis, and the reason is because banks are safer than they were before the crisis, but they are not safe. >> mike, unquestionably liquidity levels and capital levels far, far higher is it fair to say that they are not safe >> not permanently safe against everything, but you do point to the exact thing. capital and leverage was the main part of the e
it makes broadcom's decision look not so stupid in terms of ca, so, you know, i am concerned.ur overweight in the tech space and microsoft and cisco. we'll see what happens >> now, last hour on the show former bank of england governor mervyn king joined us, and we discussed with him the lessons learned from the financial crisis where he said another one eventually is inevitable >> once you're in the throes of a crisis, you need to lend money to the banks to prevent a collapse of the...