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Nov 17, 2021
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i'm carl quintanilla with john fortt. what is the playbook now a downgrade for paypal and roku while amazon and peloton named as fresh picks bigger than ford by market cap elon sells more tesla shares and we'll dive into the valuation debate there, d. >> we'll start right here one market the tech sector coming off a close and what do you do now? a lot of analysts ideas today, but perhaps the biggest goldman names top pick for next year thrilled, jim, to have you back. we have to make this a regular thing. >> i'd love to fascinated to hear your thoughts on this in light of the retail earnings we had in the last few days >> i had this epiphany when you look at the 350 companies that came public during the 12, 13-month period people thought, you know what, let's bet on a dozen of them. at least six or seven. the only one that came through was amazon in a big way that was born before that period. once again, amazon is the one that you want to bet on. that's because it keeps moromorphin into other companies and different thing
i'm carl quintanilla with john fortt. what is the playbook now a downgrade for paypal and roku while amazon and peloton named as fresh picks bigger than ford by market cap elon sells more tesla shares and we'll dive into the valuation debate there, d. >> we'll start right here one market the tech sector coming off a close and what do you do now? a lot of analysts ideas today, but perhaps the biggest goldman names top pick for next year thrilled, jim, to have you back. we have to make this...
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Nov 19, 2021
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comcast business powering possibilities. >>> welcome back to "techcheck" i'm carl quintanilla and juliarstin and john fortt. dow continues to get weighed down by financials and tech helping to lead things higher at the nasdaq let's get a news update with rahel solomon. >> hi, carl, good morning. here's what's happening at this hour renewed covid concerns out of europe pushing oil lower european stocks and even u.s. bond yields all getting hit on austria saying it will go into nationwide lockdown starting monday and that vaccinations will be mandatory starting february 1st germany's health minister says his country is in a national emergency although the country's finance minister has ruled out a full-blown lockdown. >>> the fda giving emergency approval for adults to get covid booster shots. all three stocks are moving higher cdc does need to endorse the move >> boeing shares are slipping more than 4% "wall street journal" reporting that the company is slowing production of the 787 tremeliner to address problems withdoors on the jets leaders of the key house committee also asking for re
comcast business powering possibilities. >>> welcome back to "techcheck" i'm carl quintanilla and juliarstin and john fortt. dow continues to get weighed down by financials and tech helping to lead things higher at the nasdaq let's get a news update with rahel solomon. >> hi, carl, good morning. here's what's happening at this hour renewed covid concerns out of europe pushing oil lower european stocks and even u.s. bond yields all getting hit on austria saying it will...
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Nov 9, 2021
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i'm carl quintanilla in new york deirdre bosa in san francisco, jon fortt is in washington today.pter and metaverse, a break down of by roblox stock is up. hood gets hacked millions of customers' day is the exposed. >>> paypal turns around. nvidia rips higher again, dee. >> carl, we led yesterday with losers we'll start today with a huge winner, roblox shares are surging after seeing revenue more than double year over year alongside of boost and daily active users the company overcoming a speed bump from last month after a three-day outage led to an estimated loss of $25 million worth of bookings, excluding $6 million that arrived during the outage itself. comes amid recent boost for chip makers fueling the metaverse like nvidia and amd as well as unity. guys, many people were expecting a dropoff here like we've seen the likes of peloton and zoom, but you know, as kids went back to school but roblox has seen the numbers increase i know talking ad nauseam about the metaverse, but here is the play, right? you talk about concerts in the metaverse that are already happening, not so fa
i'm carl quintanilla in new york deirdre bosa in san francisco, jon fortt is in washington today.pter and metaverse, a break down of by roblox stock is up. hood gets hacked millions of customers' day is the exposed. >>> paypal turns around. nvidia rips higher again, dee. >> carl, we led yesterday with losers we'll start today with a huge winner, roblox shares are surging after seeing revenue more than double year over year alongside of boost and daily active users the company...
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Nov 12, 2021
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i'm carl quintanilla and john fortt. biggest laggers. peloton, paypal. more on that in a minute but first a news update with rahel solomon. >> good morning. here's what's happening at this hour shares of johnson & johnson up 1% after the health care conglomerate announced it will be splitting into two publicly traded companies names like band aid, neutrogena and lister listerine and the sed company will include the johnson & johnson names and pharmaceuticals and medalical devices. they have been inkthinking aboua break up for some time because it will bring tremendous opportunity to shareholders. >> where we see things going in the future fee feel right now is the time to make this kind of move and ultimately allow us to reach more patients and more consumers and have more innovation and execute in a much more focused wayp. >> trusts of elom musk selling $687 million of tesla stock yesterday. >>> and the ceo of bed bath & beyond saying that shoppers should start buying early and in person due to the country's ongoing pandemic supply chain problems i'll s
i'm carl quintanilla and john fortt. biggest laggers. peloton, paypal. more on that in a minute but first a news update with rahel solomon. >> good morning. here's what's happening at this hour shares of johnson & johnson up 1% after the health care conglomerate announced it will be splitting into two publicly traded companies names like band aid, neutrogena and lister listerine and the sed company will include the johnson & johnson names and pharmaceuticals and medalical devices....
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Nov 22, 2021
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i'm carl quintanilla with jim cramer and david faber >>> big breaking news out of the washington this morning. ylan mui, good morning >> good morning, carl. president biden is nominating joirm powell to a second term as chairman of the fell reserve he's also naming lael brainard to serve as vice chair the white house credited decisive action by powell and the central bank in the midst of the pandemic as critical to the economy's rapid recovery in a statement president biden said i have full confidence after their trial by fire over the last 20 months that chair powell and dr. brainard will provide the strong leadership our country needs. the white house also pointed to their joint focus on exclusive growth, and said the administration has full confidence in their experience, judgment and integrity both powell and brainard will need to be confirmed by the senate already at least three democrats have come out against chairman powell, but he is a rep and will likely draw bipartisan support there are still three vacant seats to the board of governor the white house says it had announce th
i'm carl quintanilla with jim cramer and david faber >>> big breaking news out of the washington this morning. ylan mui, good morning >> good morning, carl. president biden is nominating joirm powell to a second term as chairman of the fell reserve he's also naming lael brainard to serve as vice chair the white house credited decisive action by powell and the central bank in the midst of the pandemic as critical to the economy's rapid recovery in a statement president biden said...
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Nov 15, 2021
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i'm carl quintanilla with david faber. cramer is out west at one market in san francisco for a big week of tec coverage. the president signs the infrastructure bill, house is back from recess, and some cooling in the oil market. we have crude below 80, afternoon gasoline futures 10% off the highs. our road map, stocks look to resume their rally musk versus sandsers, trolling on twitter >>> and control covid, control inflation, the treasury secretary saying the end of inflation depends on the u.s. pandemic response. first, though, let's get to jim to talk about why he's out west, and what you have planned for the week. >> i think most the the leadership is actually out here. when you look at artificial intelligence, this is what is driving the market i think one of the things people have forgotten it's still a faang market and, you know adjust faang because of the google and facebook, but it's a metaverse market you know what's happening? that means roblox, unity software and the old facebook. whether we like it or not, it'
i'm carl quintanilla with david faber. cramer is out west at one market in san francisco for a big week of tec coverage. the president signs the infrastructure bill, house is back from recess, and some cooling in the oil market. we have crude below 80, afternoon gasoline futures 10% off the highs. our road map, stocks look to resume their rally musk versus sandsers, trolling on twitter >>> and control covid, control inflation, the treasury secretary saying the end of inflation depends...
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Nov 4, 2021
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i'm carl quintanilla request deirdre bosa and julia boorstin. nasdaq and s&p hit all time highs. ff the session highs more on the sectors. first a news update with sue herrera. >> hello, carl here is what's happening at this hour moderna shares down more than 15%. the vaccine maker suffering production problems with its covid shots and sharply lowering its sales guidance >>> people going back to the gym helping planet fitness blow past estimates. the shares are up 9% the company reporting its highest-ever third quarter net member growth. >>> some key economic reports out as well this morning worker productivity posting the biggest quarterly decline since 1981 as labor surge. weekly jobless claims fell again to a new pandemic low. and the u.s. trade deficit jumped to a record $80.9 billion in september thanks to a sharp drop in exports. >>> and tens of millions of workers have until january 4th to get vaccinated or submit to weekly koe covid testing. the white house issuing new guidelines earlier this morning. those rules apply to firms with 100 or more employees. companies face fi
i'm carl quintanilla request deirdre bosa and julia boorstin. nasdaq and s&p hit all time highs. ff the session highs more on the sectors. first a news update with sue herrera. >> hello, carl here is what's happening at this hour moderna shares down more than 15%. the vaccine maker suffering production problems with its covid shots and sharply lowering its sales guidance >>> people going back to the gym helping planet fitness blow past estimates. the shares are up 9% the...
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Nov 2, 2021
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i'm deirdre bosa with julia boorstin and carl quintanilla.hy shares of tesla cratered earlier and why it's coming back this morning. >>> then, reasons to be bullish on software. fresh buy calls on salesforce, work day, adobe and more plus deutsche's gold standard in cloud. >>> and later, why those shares are getting fresh this morning, carl, chegg on their face. >> we'll start with tesla on quite a run. closed 8% up yesterday now giving some of that back after some mixed messaging from elon musk on twitter phil lebeau has all that hey, phil. >> hey, carl that mixed messaging is the reason for the stock being down, what, almost 50 bucks earlier today pre-market it came back a little bit. now it's down what about 20 bucks or so, 30 bucks right now on shares of tesla here is where this started last night elon musk tweeted when asked about the hertz deal that this was not a signed contract yet, in terms of the 100,000 model 3s that will be going to hertz as part of an agreement that was announced last week. well, we reached out to hertz this morn
i'm deirdre bosa with julia boorstin and carl quintanilla.hy shares of tesla cratered earlier and why it's coming back this morning. >>> then, reasons to be bullish on software. fresh buy calls on salesforce, work day, adobe and more plus deutsche's gold standard in cloud. >>> and later, why those shares are getting fresh this morning, carl, chegg on their face. >> we'll start with tesla on quite a run. closed 8% up yesterday now giving some of that back after some mixed...
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Nov 11, 2021
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i'm carl quintanilla with deirdre bosa, jon fortt.are mixed today the s&p and the nasdaq did see their worst day in over a month yesterday. dow having some trouble getting some back thanks to disney keep an eye on tesla, higher this morning, despite elon musk selling billions of dollars worth of shares. details on that in a moment, but first news update with rahel solomon. hi, rahel. >> good morning, carl. shares of beyond meat are down around 16% wall street analysts are bearish on the company's long-term growth after the plant-based meat maker released disappointing results and also forecast weak sales in the current quarter. they believe beyond meat reached beyond market saturation faster than expected. >>> today moderna highlights data to support argument production outweighs the risk of young men after getting the shot fda is considering whether to authorize vaccine for children and teenagers 12 to 17. >>> inflation picks up, the internal revenue service is raising income tax brackets by around 3%. married couples need to earn al
i'm carl quintanilla with deirdre bosa, jon fortt.are mixed today the s&p and the nasdaq did see their worst day in over a month yesterday. dow having some trouble getting some back thanks to disney keep an eye on tesla, higher this morning, despite elon musk selling billions of dollars worth of shares. details on that in a moment, but first news update with rahel solomon. hi, rahel. >> good morning, carl. shares of beyond meat are down around 16% wall street analysts are bearish on...
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Nov 22, 2021
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i'm carl quintanilla with jon fortt.rdre is off today fed chair powell is tapped for second term. what that means for big tech and growth names as they lead the nasdaq higher this morning >>> then we'll break down how rates relate to a few high-flying pandemic stocks that have come down to earth. just a few hours now from zoom's results tonight. >>> and then finally, a twist in the case against theranos founder elizabeth holmes he takes the stand live at the courthouse, jon. >> let's get started with the valuation of tech stocks who better than mike santoli to look at that for us. hey, mike. >> hey, jon. the standard idea that higher yields especially higher real yields are punishing to tech stocks, it's really being tested right now. right now nothing as a group is holding back tech. take a look over the last two years at the s&p tech sector against the ten-year treasury yield. so the conventional wisdom is somewhat that these are moving in opposite directions, inversely correlated that's not true. in fact f you talk ab
i'm carl quintanilla with jon fortt.rdre is off today fed chair powell is tapped for second term. what that means for big tech and growth names as they lead the nasdaq higher this morning >>> then we'll break down how rates relate to a few high-flying pandemic stocks that have come down to earth. just a few hours now from zoom's results tonight. >>> and then finally, a twist in the case against theranos founder elizabeth holmes he takes the stand live at the courthouse, jon....
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Nov 29, 2021
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i'm carl quintanilla with deirdre bosa and jon fortt today, jack steps back shares of twitter surge ask dorsey steps down from his ceo role we'll talk about what it means for that company and the broader message in tech. >>> then stocks rebounding a bit this morning after that omicron selloff friday the latest on the variant and the buying opportunities still out there this morning >>> finally, it's cloud week here on "techcheck." jon is live in vegas as amazon's reinvent conference kicks off ahead of his exclusive with aws ceo later on today dee? >> carl, we will of course start with twitter ceo jack dorsey stepping down as his role as ceo as first reported by our own david faber and passing on the reigns to parog. dorsey will remain on the board until his term expires in 2022 they have come down when david first reported about the switch. now up about 4%. guys, i'm looking at his announcement, his memo to employees he also posted on twitter. part of it he says that founder-like companies are severely limiting and a single point of failure when you look across the landscape of the big
i'm carl quintanilla with deirdre bosa and jon fortt today, jack steps back shares of twitter surge ask dorsey steps down from his ceo role we'll talk about what it means for that company and the broader message in tech. >>> then stocks rebounding a bit this morning after that omicron selloff friday the latest on the variant and the buying opportunities still out there this morning >>> finally, it's cloud week here on "techcheck." jon is live in vegas as amazon's...
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Nov 8, 2021
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welcome to "techcheck" i'm carl quintanilla in new york. julia boorstin in los angeles. fortt is in d.c. and deirdre is off today elon mask uses twitter to decide and looks like he may dump a big chunk of tesla stock the real reason behind that sale next >>> then we seriously consider bitcoin hitting 70,000 another surge for crypto takes its total evaluation to above 3 trillion later, paypal expectations, software pops and walmart's walle for delivery first, breaking news out of the fed. let's get to steve liesman steve? ♪ >>> carl, thanks fed governor is announcing he has submits his resignation and it will be effective at the end of december. he joined the fed in october, 2017, as vice chair for banking supervision. he ends his four-year term as vice chair in october. that ended and now he's on the board. this highlights four jobs that president biden has to fill or will have to fill in the coming months we'll count them, the vice chair supervision, vice chair for the federal reserve board, his term ends in january, of course there's jay powell, his term ends in februa
welcome to "techcheck" i'm carl quintanilla in new york. julia boorstin in los angeles. fortt is in d.c. and deirdre is off today elon mask uses twitter to decide and looks like he may dump a big chunk of tesla stock the real reason behind that sale next >>> then we seriously consider bitcoin hitting 70,000 another surge for crypto takes its total evaluation to above 3 trillion later, paypal expectations, software pops and walmart's walle for delivery first, breaking news out...
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Nov 8, 2021
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. >> good monday morning, i'm carl quintanilla loopialong with davd faber. cpi wednesday could be the main event dow gets the big infrastructure boost of the by shares of tess that this morning are sliding a bit. elon musk asking his twitter followers if he should tell 10% of his stake nextdoor making it's view. first up, though, cat, nucor, u.s. steal which is now awaiting the president's signature. we'll watch duke, vulcan, and a bunch of other names >> would call this the things were office. what do we guy and then a considering period where you would sell today >> no, we come in, nucor has been up day after day after day. weren't going to do a piece on "mad money", no, it was too obvious, but obvious wins in this market. -- sorry, didn't mean to bother you. >> >> i was liking up acom, because -- >> it's infrastructure there's terms potential beneficiaries if your business is helping dig stuff up. >> that's why you buy the pave etf. when reagan was elected, he said he would build a 600-ship navy you can go buy a company that had to do with the navy and ma
. >> good monday morning, i'm carl quintanilla loopialong with davd faber. cpi wednesday could be the main event dow gets the big infrastructure boost of the by shares of tess that this morning are sliding a bit. elon musk asking his twitter followers if he should tell 10% of his stake nextdoor making it's view. first up, though, cat, nucor, u.s. steal which is now awaiting the president's signature. we'll watch duke, vulcan, and a bunch of other names >> would call this the things...
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Nov 4, 2021
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i'm carl quintanilla with morgan brennan and david faber live at post nine. record highs again for the s&p, the nasdaq and russell 2000 yields back off on the front end and the vix below 15, the lowest since snooum 30 minutes into the trading session. we have a lot we're going to cover but roku sliding earnings did beat but revenue and holiday guidance lower than what the street had been looking for thanks in part to a slow down in active accounts for its services those shares down 5% right now qualcomm surging, side stepping supply chain woes delivering earnings that beat the street. here is the qualcomm ceo moments ago. >> the reality is, if we look at where we are like today we had great q4 quarter but we're still short, as we're going to see supplies substantially improving at the end of the calendar year and into 2022, but there's more demand than supply. >> finally shares of moderna tumbling after the drug year cut its full-year forecast for covid-19 vaccine sales by $5 million. that stock down 14% right now. meg tirrell joins us with more hi, meg. >> h
i'm carl quintanilla with morgan brennan and david faber live at post nine. record highs again for the s&p, the nasdaq and russell 2000 yields back off on the front end and the vix below 15, the lowest since snooum 30 minutes into the trading session. we have a lot we're going to cover but roku sliding earnings did beat but revenue and holiday guidance lower than what the street had been looking for thanks in part to a slow down in active accounts for its services those shares down 5% right...
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Nov 23, 2021
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i'm carl quintanilla with jim cramer and david faber the white house announcing that spr release of crudeil, europe's covid wave intensifies and there's pain in specialty retail yields are up after the powell news and the vix is approaching 20 jim, we have a lot to work with this morning you've been talking about the oils you've been saying it's demand-driven. you said you would buy chevron here. >> yeah, i talked to mike worth last week. the ceo of chevron he's doing a very good job he said, look, above 70 is just fantastic for them david, you know that opening a strategic petroleum service is a short-term solution. it's covid that they have -- who wants covid to be stronger but the travel numbers are extraordinary. so i just think that this is all for nod and that's what the stock is reflected the stocks are right now in your face going higher. that shows you it has no staying power. >> it's seen oftentimes as more of a political move. >> i thought you don't talk politics. >> i try not to. one of the beauty is we don't have -- >> that was a joke. >> oh, it was? >> people want something
i'm carl quintanilla with jim cramer and david faber the white house announcing that spr release of crudeil, europe's covid wave intensifies and there's pain in specialty retail yields are up after the powell news and the vix is approaching 20 jim, we have a lot to work with this morning you've been talking about the oils you've been saying it's demand-driven. you said you would buy chevron here. >> yeah, i talked to mike worth last week. the ceo of chevron he's doing a very good job he...
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Nov 17, 2021
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i'm carl quintanilla with john fortt.k now a downgrade for paypal and roku while amazon and peloton ned
i'm carl quintanilla with john fortt.k now a downgrade for paypal and roku while amazon and peloton ned
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Nov 22, 2021
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. >> i'm carl quintanilla in for wilfred frost. the president officially tapping jerome powell to serve a second term as head of the fed. more on that news in a moment. yields popping on the back of that decision. helping the banks today. pressuring tech and energy is the top perform today as oil prices firm up a bit 59 minutes left to go in the session. >>> coming up, treasury secretary and former federal reserve chair janet yellen joins us with the reaction to the president biden decision to theic with powell. >> that's going to be big. let's get to mike santoli for a look at the action and the reversal today. >> yeah. little bit of a backsliding of the recent trends. from the broadst angle s&p 500 looks gentle new intraday record high where we're trading about 7 points above where we peaked out on november 5. november 5 until today kind of went sideways but a nice -- we are still kind of riding that six-month trend line but it's doing it the hard way today without the help of the very largest tech stocks looking at the growth st
. >> i'm carl quintanilla in for wilfred frost. the president officially tapping jerome powell to serve a second term as head of the fed. more on that news in a moment. yields popping on the back of that decision. helping the banks today. pressuring tech and energy is the top perform today as oil prices firm up a bit 59 minutes left to go in the session. >>> coming up, treasury secretary and former federal reserve chair janet yellen joins us with the reaction to the president...
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Nov 1, 2021
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i'm carl quintanilla with morgan brennan and david faber live at post nine.-time highs but settling back a bit. s&p is down about 4 points on the pmi miss and the prices paid on ism. >> 30 minutes into the trading session. three movers we are watching this morning we're going to start with spotify rising after a top pick at morgan stanley on the prospect s for accelerating growth in its premium service and expanding profit margins stock up more than 30% over the last month of trading. meme name amc getting a boost after the company said the theater admissions revenue in october was the highest in any month since february 2020. starting to move back towards the prepandemic levels you can see amc is up 1.5% right now. finally, harley-davidson rg those shares are revving higher after the u.s. and eu ended a year's long dispute involving steel and aluminum tariffs the mort cycle make wear have paid tariffs 56% on imported american made bikes if the dispute had not been resolved. they've been paying 31%. that's going to drop down to 6% regardless of where the impo
i'm carl quintanilla with morgan brennan and david faber live at post nine.-time highs but settling back a bit. s&p is down about 4 points on the pmi miss and the prices paid on ism. >> 30 minutes into the trading session. three movers we are watching this morning we're going to start with spotify rising after a top pick at morgan stanley on the prospect s for accelerating growth in its premium service and expanding profit margins stock up more than 30% over the last month of trading....
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Nov 11, 2021
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welcome to "techcheck" i'm carl quintanilla with jon fortt, deirdre bosa and julia boorstin. shares lower this morning. >>> then out with the old and in with the new inside $90 billion valuation for
welcome to "techcheck" i'm carl quintanilla with jon fortt, deirdre bosa and julia boorstin. shares lower this morning. >>> then out with the old and in with the new inside $90 billion valuation for
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Nov 18, 2021
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i'm carl quintanilla at the new york stock exchange. jim cramer is out west at one market in san francisco. david faber is at the media day in new york. we look at futures here, oil with a six-week low for a third day of losses. diverging tech stories, nvidia, report sales, and alibaba earnings plunging 38%. the pullback lucid and arrivance are tumbling ahead of the opening >>> i'm here at the liberty media day. we'll be speaking to john malone, and jennifer witt from sirius, all up in the next hour and a half to two hours. >>> the revenue numbers out of nvidia are once again astounding, but the comments got a lot of attention. >> you're right, nvidia is one of those companies where you have to take the revenues up so big you're just kind of in awe, after this amazing growth, you ain't seen nothing yet cisco is the opposite. they gave you full-year earnings, but what was most disappoint to me, the hybrid business, work at home, work at the office, and the security business seem to have slowed down, and i've had to be more circumspect ab
i'm carl quintanilla at the new york stock exchange. jim cramer is out west at one market in san francisco. david faber is at the media day in new york. we look at futures here, oil with a six-week low for a third day of losses. diverging tech stories, nvidia, report sales, and alibaba earnings plunging 38%. the pullback lucid and arrivance are tumbling ahead of the opening >>> i'm here at the liberty media day. we'll be speaking to john malone, and jennifer witt from sirius, all up in...
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Nov 30, 2021
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i'm jon fortt with carl quintanilla and deirdre bosa day two of cloud week is a big
i'm jon fortt with carl quintanilla and deirdre bosa day two of cloud week is a big
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Nov 22, 2021
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Nov 29, 2021
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i'm carl quintanilla with morgan brennan and david faber. of friday's losses but off the opening high dow up 129 a lot going on as we watch the variant and impact on the economy, public health and rates. >> 30 minutes into the trading session. here are three movers zoom video sliding in reversal from friday. it was one of an array of so-called stay-at-home stocks that are moving lower today as the broader market does rebound from friday's sell-off those shares are down about 3.5% right now. wynn resorts, lower along with the gaming sector of the biggest gambling hubs, biggest casino junket operator, ceo of sun city was arrested over allegations of illegal gambling and money laundering wynn down 1% twitter now halted after david's reporting that ceo jack dorsey is expected to step down he'll have more on that in just a moment but first, moderna is shooting higher again after a 20% gain on friday meg tirrell spoke with the ceos of moderna and pfizer on how the covid-19 vaccine makers plan to battle the new omicron variant what were the headlin
i'm carl quintanilla with morgan brennan and david faber. of friday's losses but off the opening high dow up 129 a lot going on as we watch the variant and impact on the economy, public health and rates. >> 30 minutes into the trading session. here are three movers zoom video sliding in reversal from friday. it was one of an array of so-called stay-at-home stocks that are moving lower today as the broader market does rebound from friday's sell-off those shares are down about 3.5% right...
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Nov 23, 2021
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. ♪ >>> good tuesday morning welcome to "techcheck" i'm carl quintanilla with deirdre bosa and jon fortttoday, high growth tech stocks come up short. we'll explain this week's weakness and the interest rate hate for what have been cloud and software names and the opportunities on the other side of that trade. >>> then, is zoom's 40 minutes of fame finally up investors stuck in the waiting room as that stock stumbles again. seven firms cut their target today. later on, investors unplug from best buy as shares lose power. is this stock actually your best buy today at these levels? we'll try to get some answers on that this hour, jon. >> yeah, carl. nasdaq down more than a percent for the second day in a row, but let's start with a poster child of the selloff in high multiple, high growth stocks and that is zoom slowing growth story there again this morning, shares now down more than 18% earnings actually fine stock posting beat on top and bottom line but investors are worried about what's ahead post-pandemic. revenue growth, of course, is slowing. stock has been cut in half little bit more
. ♪ >>> good tuesday morning welcome to "techcheck" i'm carl quintanilla with deirdre bosa and jon fortttoday, high growth tech stocks come up short. we'll explain this week's weakness and the interest rate hate for what have been cloud and software names and the opportunities on the other side of that trade. >>> then, is zoom's 40 minutes of fame finally up investors stuck in the waiting room as that stock stumbles again. seven firms cut their target today. later...
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Nov 15, 2021
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i'm carl quintanilla today musks taunts bernie sanders named motor trend car of the year we'll break what ev stocks stand to benefit most from the signing of the infrastructure bill cramer is with us. live in san francisco to tell us why and one wall street firm downgrading shopify after a 1,000% run over the last three year we have the analysts behind the call and we'll join us in just a bit, d. >> my huge smile on my face because we're starting right here at one market jim cramer the legend joining us i'm thrilled this is like a real moment because you have been coming here for years >> kind of take my breath away to work with you i watch what you have done and what carl has done and john has done and this is the dream show that i always wanted your work here is quite frankly amazing. i talk about it all the time with my crew and i'm thrilled to work with you. >> few people know this, but you were coming out here before we even had this bureau at one market that's why you have stayed on top of all the trends you talked about this morning it is a pleasure we'll get down to business
i'm carl quintanilla today musks taunts bernie sanders named motor trend car of the year we'll break what ev stocks stand to benefit most from the signing of the infrastructure bill cramer is with us. live in san francisco to tell us why and one wall street firm downgrading shopify after a 1,000% run over the last three year we have the analysts behind the call and we'll join us in just a bit, d. >> my huge smile on my face because we're starting right here at one market jim cramer the...
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Nov 1, 2021
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i'm carl quintanilla today we're kicking off november with top picks across media and cloud. how to play big growth as the s&p and naz hit some highs who will be the key winners and losers across hardware and software finally the $20 billion crypto exchange taking on coinbase later this hour. >> john, one month into q4 officially 82% of s&p 500 companies that have reported so far have beat expectations for earnings on semis up 12% right now on some strong results after the bell with uber, roku, square, pinterest. dom chu has more key themes to watch here >> where has the momentum been over the course of the past month or so. and for the market overall, it's maybe been what you would expect for the s&p 500 at record highs that we just hit today, a lot of the movement has come in certain key sectors of the market, namely, in consumer discretionary and, of course, in energy we've seen oil prices going higher over the course of the last several months arguably since the last year since the pandemic lows. so, if you take a look at the sectors doing the best, it has been consumer d
i'm carl quintanilla today we're kicking off november with top picks across media and cloud. how to play big growth as the s&p and naz hit some highs who will be the key winners and losers across hardware and software finally the $20 billion crypto exchange taking on coinbase later this hour. >> john, one month into q4 officially 82% of s&p 500 companies that have reported so far have beat expectations for earnings on semis up 12% right now on some strong results after the bell...
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Nov 16, 2021
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. ♪ ♪ >>> good tuesday morning i'm carl quintanilla big show of qs today a quandary in crypto as theor currencies sell off. a flock of seagulls. and then forget the metaverse. this might be the big investment frontier a dive into quantum computing is coming up. and live at qualcomm investor day in new york. ceo on "tech check" this hour. >> can't wait. we start off with the sell-off in cryptocurrency. bitcoin below 59,000 this morning. ethos 6% during a press conference they said that the country will continue to, quote, clean up virtual your honor currency mining bitcoin is on face for a fifth straight day of losses the current price takes us back to a few weeks to levels at the beginning of november. ned siegel says it doesn't make sense to put crypto on the balance sheet. make not the tone you would expect from jack dorsey's fellow exec have a listen. oh, that's what he said. so, guys, there wasn't much more than that. and so it's hard to see this as a very -- signal square has made a big bet on bitcoin. it's not all that surprising that the cfo of twitter would say they are not h
. ♪ ♪ >>> good tuesday morning i'm carl quintanilla big show of qs today a quandary in crypto as theor currencies sell off. a flock of seagulls. and then forget the metaverse. this might be the big investment frontier a dive into quantum computing is coming up. and live at qualcomm investor day in new york. ceo on "tech check" this hour. >> can't wait. we start off with the sell-off in cryptocurrency. bitcoin below 59,000 this morning. ethos 6% during a press...
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Nov 3, 2021
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. ♪♪ >>> welcome to "techcheck" iroom carl quintanilla the nasdaq eking out some gains and the russell, up more than 1% and allbirds just opened for trades and the stock opens more than 50% after pricing at 15 which was already above the range of 12 to 15. first, a news update with sue herera hey, sue >> good morning, carl, good morning, everybody here's what's happening at this hour bed, bath & beyond giving after hours gain the stock shot up more than 80% last night after the retailer announced an accelerated stock buy back plan and an online deal with super market chain kroger luxury fashion company capri holdings blowing past earnings estimates. the stock is up 12% on brands michael kors and versauchy capri raised profit guidance for the rest of the year. >>> deere shares are down 5% after union members rejected a second contract offer. workers have been striking the farm and construction equipmentmaker for nearly three weeks now. some rank and file union members are calling for deere to increase benefits that have eroded in recent years >>> and a key measure of the u.s. services s
. ♪♪ >>> welcome to "techcheck" iroom carl quintanilla the nasdaq eking out some gains and the russell, up more than 1% and allbirds just opened for trades and the stock opens more than 50% after pricing at 15 which was already above the range of 12 to 15. first, a news update with sue herera hey, sue >> good morning, carl, good morning, everybody here's what's happening at this hour bed, bath & beyond giving after hours gain the stock shot up more than 80% last...
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Nov 5, 2021
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i'm carl quintanilla today peloton plummeting why that stock is down more than 30% today. >>> then recalibrating the reopening trade. the ceo of airbnb is straight ahead. >>> also ahead the ceo of dropbox and microchip on what is an incredibly busy day for earnings and tech, guys. we'll start with peloton getting crushed this morning as you probably know by now wider than expected loss weakening sales growth sending shares down 30%. bunch of analyst downgrades follow that. revenue growth of 6 not what you're expecting from a company expansion mode and the ever growing list of supply chain challenges as a reason to lower guidance last time we saw a move like this in the stock, november of last year, when shares fell more than 20% post earnings stock had already been cut in half since january going into that print it is now the biggest loser, d, on the ndx this year >> how fortunes have changed as we look at peloton in a world of pain this morning. planet fitness at an all-time high as that reopening play takes play in the markets. i'm someone who moved out of a major city to the suburbs so i thin
i'm carl quintanilla today peloton plummeting why that stock is down more than 30% today. >>> then recalibrating the reopening trade. the ceo of airbnb is straight ahead. >>> also ahead the ceo of dropbox and microchip on what is an incredibly busy day for earnings and tech, guys. we'll start with peloton getting crushed this morning as you probably know by now wider than expected loss weakening sales growth sending shares down 30%. bunch of analyst downgrades follow that....
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i'm carl quintanilla, with david faber and jim cramer record highs for all the imagine averages, with a taker announcement ten-year yield hits a two-week low, and above expectations. our road map begins with the return of the short squeeze, watching wild swings, mark tritton will join us in a few minutes. >>> it has been said already, that when it comes to avis, that's what you get with the short interest meeting thin markets. >> people don't seem to under, this is a new world. watch melissa lee's documentary. if they smell blood in the water, they show no mercy. you take a look at avis, yes, it added $10 billion -- they're insensitive to market cap. there is obviously gaming with people who have discovered there are hedge funds representing rich people, by the way, that can be annihilated very quickly. >> also hedge funds that are in on it. >> like fellow travelers >> that's a nice way to put it. >> actually a communist way to put it, actually. >> yesterday around 10:00, we know that those who owned hertz, which was a head, and avis had enormous performance, though there were those s
i'm carl quintanilla, with david faber and jim cramer record highs for all the imagine averages, with a taker announcement ten-year yield hits a two-week low, and above expectations. our road map begins with the return of the short squeeze, watching wild swings, mark tritton will join us in a few minutes. >>> it has been said already, that when it comes to avis, that's what you get with the short interest meeting thin markets. >> people don't seem to under, this is a new world....
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i'm jon fortt with carl quintanilla and deirdre bosa day two of cloud week is a big one.'ll hear from the new head of aws, andy jassy's successor in just a moment. >>> plus, be there or be square. why bank of america says jack dorsey's departure from dwirt will do wonders for his other company. >>> tech comes off the best day since may falling again this morning with rest of the market over covid uncertainty apple the only big stock that i'm tracking that's significantly higher >>> plus, an update from the fed chair. dee? oh, carl >> you're right, jon big leg lower now dow down almost 560 points. we're going to start our feed with the markets as we said, stocks are dropping on those comments from fed chair powell and his view it is appropriate to consider wrapping up the taper of our asset purchases perhaps a few months sooner. who better to break it down than mike santoli. >> clearly investors thought that this new covid threat probably would have bought them a little more slack in terms of the fed moving ahead with their removal of accommodation and tightening eventuall
i'm jon fortt with carl quintanilla and deirdre bosa day two of cloud week is a big one.'ll hear from the new head of aws, andy jassy's successor in just a moment. >>> plus, be there or be square. why bank of america says jack dorsey's departure from dwirt will do wonders for his other company. >>> tech comes off the best day since may falling again this morning with rest of the market over covid uncertainty apple the only big stock that i'm tracking that's significantly...
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Nov 12, 2021
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i'm carl quintanilla today sometimes breaking up is for the best and what other companies in tech, perhaps
i'm carl quintanilla today sometimes breaking up is for the best and what other companies in tech, perhaps
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Nov 2, 2021
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i'm deirdre bosa with julia boorstin and carl quintanilla.g. >>> then
i'm deirdre bosa with julia boorstin and carl quintanilla.g. >>> then
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Nov 24, 2021
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i'm carl quintanilla with david faber and mike san toldi cramer has the morning offer we got a boatload of data. . >>> and jamie dimon's mea culpa. what has the ceo issues apologies? probably the biggest dynamic, once again, is the impact of rising yields on technology. and it's sort of been the main theme of the week. >> it has been the theme no down that's the programmed reflex response. however, i do always like to point out -- and yes, you did see a tick higher in yields, there's no doubt in the intraday action, but since august 4th was the low in yields for the summer, 17 basis points on the two year, up to 61 on the two-year after 166 on the ten-year, and the tech sector is up 8%. now, it's underperformed, right? because you have never and banks doing twice as well. the point being it's not a long-term story. it's about where the marginal dollar is going on a given day i do think that's been the story. >> sort of points to the overall theme that in a rising rate environment over the past 30 years, the s&p has declined only twice. usually it's been for the right reasons. you know,
i'm carl quintanilla with david faber and mike san toldi cramer has the morning offer we got a boatload of data. . >>> and jamie dimon's mea culpa. what has the ceo issues apologies? probably the biggest dynamic, once again, is the impact of rising yields on technology. and it's sort of been the main theme of the week. >> it has been the theme no down that's the programmed reflex response. however, i do always like to point out -- and yes, you did see a tick higher in yields,...
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i'm carl quintanilla big question this morning, is it time to ring the register? new words of
i'm carl quintanilla big question this morning, is it time to ring the register? new words of
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Nov 5, 2021
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i'm carl quintanilla with jim cramer david faber has the morning off. good news, a jobs beat, positive revisions. pfizer released positive data on its for pill >>> we'll talk to marty walsh, and pandemic stocks are taking a hit. we'll talk about which ones are moving and why >>> we'll start with pfizer though a study show an antiviral pill cut the risk of death by nearly 90%. >> the treatment is not -- in fact, we should take the vaccine. it's for sick people the goal here is to prevent people from getting sick. >> if you take it within the first three days, jim, 89% protection from hospitalization or death you wait five days, still 85%. frank del rio hired dr. gottlieb to figure out what to do, and he said, just vaccinate everybody he was joking with me last night -- the real dr. gottlieb is a much more fun guy i thought he almost broke into a smile this morning when he said, the pandemic is over this reminds me of -- my father used to tell a story how he was in the invasion force for japan. he was in the 6th army listen, you have to be first, and one
i'm carl quintanilla with jim cramer david faber has the morning off. good news, a jobs beat, positive revisions. pfizer released positive data on its for pill >>> we'll talk to marty walsh, and pandemic stocks are taking a hit. we'll talk about which ones are moving and why >>> we'll start with pfizer though a study show an antiviral pill cut the risk of death by nearly 90%. >> the treatment is not -- in fact, we should take the vaccine. it's for sick people the goal...
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Nov 9, 2021
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i'm carl quintanilla in new york deirdre bosa in san francisco, jon fortt is in washington today.
i'm carl quintanilla in new york deirdre bosa in san francisco, jon fortt is in washington today.
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Nov 16, 2021
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. ♪ ♪ >>> good tuesday morning i'm carl quintanilla big show of qs today a quandary in crypto as thegulls. and then forget the metaverse. this might b
. ♪ ♪ >>> good tuesday morning i'm carl quintanilla big show of qs today a quandary in crypto as thegulls. and then forget the metaverse. this might b
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i'm carl quintanilla with jim cramer and david faber >>> big breaking news out of the washington thisg joirm powell to a second term as chairman of the fell reserve he's also naming lael brainard to serve as vice chair the white house credited decisive action by powell and the central bank in the midst of the pandemic as critical to the economy's rapid recovery in a statement president biden said i have full confidence after their trial by fire over the last 20 months that chair powell and dr. brainard will provide the strong leadership our country needs. the white house also pointed to thei
i'm carl quintanilla with jim cramer and david faber >>> big breaking news out of the washington thisg joirm powell to a second term as chairman of the fell reserve he's also naming lael brainard to serve as vice chair the white house credited decisive action by powell and the central bank in the midst of the pandemic as critical to the economy's rapid recovery in a statement president biden said i have full confidence after their trial by fire over the last 20 months that chair powell...
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Nov 8, 2021
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. >> good monday morning, i'm carl quintanilla loopialong with davd faber.vent dow gets the big infrastructure boost of the by shares of tess
. >> good monday morning, i'm carl quintanilla loopialong with davd faber.vent dow gets the big infrastructure boost of the by shares of tess
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Nov 15, 2021
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i'm carl quintanilla with david faber.ket in san francisco for a big week of tec coverage. the president signs the infrastructure bill, house is back from recess, and some cooling in the oil market. we have crude below 80, afternoon gasoline futures 10% off the highs. our road map
i'm carl quintanilla with david faber.ket in san francisco for a big week of tec coverage. the president signs the infrastructure bill, house is back from recess, and some cooling in the oil market. we have crude below 80, afternoon gasoline futures 10% off the highs. our road map
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Nov 17, 2021
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. >>> good wednesday morning, i'm carl quintanilla with david faber. francisco futures on the cool side as the market keeps a wary eye on the new uptick in covid cases. retail top lines are strong, but
. >>> good wednesday morning, i'm carl quintanilla with david faber. francisco futures on the cool side as the market keeps a wary eye on the new uptick in covid cases. retail top lines are strong, but
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Nov 24, 2021
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i'm carl quintanilla with david faber and mike san toldi cramer has the morning offer we got a boatload
i'm carl quintanilla with david faber and mike san toldi cramer has the morning offer we got a boatload
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Nov 3, 2021
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i'm carl quintanilla, with david faber and jim cramer record highs for all the imagine averages, with the short squeeze,
i'm carl quintanilla, with david faber and jim cramer record highs for all the imagine averages, with the short squeeze,
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Nov 23, 2021
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i'm carl quintanilla with jim cramer and david faber the white house announcing that spr release of crudefter the powell news and the vix is approaching 20 jim, we have a lot to work with this morning you've been talking about the oils you've been saying it's demand-driven. you said you would buy chevron here. >> yeah, i talked toik
i'm carl quintanilla with jim cramer and david faber the white house announcing that spr release of crudefter the powell news and the vix is approaching 20 jim, we have a lot to work with this morning you've been talking about the oils you've been saying it's demand-driven. you said you would buy chevron here. >> yeah, i talked toik
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Nov 4, 2021
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i'm carl quintanilla with jim cramer and david faber we have the fed taper announcement, some surprises
i'm carl quintanilla with jim cramer and david faber we have the fed taper announcement, some surprises
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Nov 30, 2021
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i'm carl quintanilla with david faber and jim cramer m moderna's ceo suggests a drop in efficacy oilharply lower open
i'm carl quintanilla with david faber and jim cramer m moderna's ceo suggests a drop in efficacy oilharply lower open
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Nov 18, 2021
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i'm carl quintanilla at the new york stock exchange. at the media day in new york. we look at futures here, oil with a six-week low for a third day of losses. diverging tech sto
i'm carl quintanilla at the new york stock exchange. at the media day in new york. we look at futures here, oil with a six-week low for a third day of losses. diverging tech sto
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Nov 5, 2021
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i'm carl quintanilla with jim cramer david faber has the morning off.
i'm carl quintanilla with jim cramer david faber has the morning off.