. ♪ at cdw, we get the importance of clear communication. when your teams are spread out, that's not always easy. our experts can help by implementing poly audio and video solutions to keep you connected. from headsets to collaboration tools, poly solutions offer simple setup and eliminate distracting background noise, so the people you're talking to only hear you. to collaborate with quality, trust poly and it orchestration by cdw. people who get it. francine: more than half of ralph lauren's customers are women, yet they represent less than a third of sales. it is an area of the business the chief executive sees as an opportunity as he bets on growth in women's merchandise. i continue the conversation with patrice louvet. what is next for ralph lauren? are you going to focus on sleepwear? are there other parts you can grow a lot more? patrice: what is amazing with this brand and what ralph has created is we can enter a lot of spaces with automatic credibility. we are one of the hottest restaurants in new york. we are looking for an opportu

but to make it powerful enough to connect your data wherever it is, you need cdw and netapp.you to understand your needs, then customize a netapp cloud services solution to integrate data management for all your clouds, helping you reduce spend, improve security, control data 24/7 and automatically detect anomalies. in the cloud, at least. netapp makes efficient cloud management possible. cdw makes it powerful. >>> frank has been the buzz word of the year for retailers, theft getting the blame for a lot of weak numbers there but, a new report out this morning indicates that maybe the concerns overshrink our overstated courtney reagan joins us now with the details >> this is really interesting. while retail theft has gotten a lot of attention recently the newest, most widely site cited data shows theft actually didn't increase over historical norms last year. so the national retail federation surveys retailers annually about their shrink. remember, that's all types of inventory loss and while retailers reported total shrink, grew to $112 billion in 2022, 94 billion the year pr

cdw makes it powerful. >>> welcome back to "fast money."d lost yesterday and the day before, as treasury yields retreated from their highs. the dow jumping 115 points. the s&p up more than a half of a percent. all three indices still looking to close out september deep in the red. shares of why coe's rocketing higher. the retailer announcing it is being taken private by sycamore partners for $1 billion. that's a 65% premium to where shares closed yesterday. >>> and shares of apple ended higher, but not before dropping below 170, hitting its lowest level since may 4th. >>> meantime, last hour, noted investor bill ackman spoke from the cnbc's delivering alpha conference. alphabet and a.i. were front and center in their conversation. take a listen. >> it had a lot to do with a.i., because a.i. was the reason why the stock was cheap, right? chatgpt was launched, incredible game-changing kind of product and google really fumbled their offering. people said, oh, my god, google is way behind a.i. and the stock sold off to 15 times earnings from on

. ♪ at cdw, we get the importance of clear communication.hen your teams are spread out, that's not always easy. our experts can help by implementing poly audio and video solutions to keep you connected. from headsets to collaboration tools, poly solutions offer simple setup and eliminate distracting background noise, so the people you're talking to only hear you. to collaborate with quality, trust poly and it orchestration by cdw. people who get it. tom: let's take a look at where european markets are trading. -- subsidy gaining about .5%. plenty more coming, including the this is bloomberg. ♪ ahhh hi, i'm jason. i've lost 228 pounds on golo. so when my doctor told me i needed weight loss surgery, i knew i had to make a change. golo's helped me transition to a healthier, sustainable lifestyle. i'm so surprised just how crazy my metabolism has fired up. i have a trust in golo 'cause i know it works. golo isn't like every other program out there, and i'm living proof of it. (announcer) change your life at golo.com. that's golo.com. tom: docs f

well bony face and labor cruise and joined by on the 13 points at the top of the league towards cdw news lives from the lead stick around because global us is coming up. next, i'm a human how much and for watching. i'll see you soon by the not just another day. so much is happening all at once. we take time to understand this is the day i'm in that's look at current use events, analyzed by experts and critical thinking is weekdays on d w our interest.

the, the, the cdw news live in from berlin tonight, a growing refugee crisis between our media in either by shot nearly 7000 less than the corner car box region and crossed into our media trying to escape either by johnny rule. we'll have a report from one is what you more and more like the genesis of yet another refugee crisis. also coming up france, fully as forces out of new share, the points in the country that sees power as welcome to the withdrawal, saying that is a step towards more national sovereignty and hopes of a breakthrough in the hollywood writers strike. but the cameras will not start rolling again. any time soon. thousands of actors are still in disputes with the big film studio. the breakup is good to have you with this on this monday, armenia says that nearly 7000 refugees have crossed its border from newborn oak auerbach. ever since either by john took control of the disputed region last week. turkeys president richard probably a better one today. so that is everybody's on defense. it may have opened a window to normal lines and strained relations in the region. the v

. ♪ at cdw, we get the importance of clear communication.s are spread out, that's not always easy. our experts can help by implementing poly audio and video solutions to keep you connected. from headsets to collaboration tools, poly solutions offer simple setup and eliminate distracting background noise, so the people you're talking to only hear you. to collaborate with quality, trust poly and it orchestration by cdw. people who get it. hey corporate types. would you stop calling each other rock stars? you're a rock star. you are a rock star. no more calling co-workers rock stars. look, it's great that you use workday to transform your business. but it still doesn't make you a rock star. so unless you work with an actual rock star. hi, i'm ozwald. hello ozwald. pam, you are a rock- i wasn't going to say it. ♪♪ ed: time for talking tech. planned ipo will be kiefer gauging demand in the hong kong deals market. companies have raised under $3 billion in 2023, on track for the least since the 1990's. alibaba expected to raise at least $1 billion

cdw partners with you to get the most from your technology.e it, so you can do amazing things. ♪♪ make amazing happen. cdw >> i'm katie greifeld. bloomberg real yield starts right now. katie:

cdw makes it powerful. my name's dan and i live here in san antonio, texas. my wife magda and i have been married for 39 years. about three or four years ago, i wasn't feeling as if i was as sharp as i used to be. i wanted to try something that was over-the-counter. i saw the prevagen commercials. after a short amount of time taking prevagen, i started noticing a difference-- that i'm remembering this, i'm remembering that. i stopped taking prevagen and i found myself slacking back so i jumped right back on it. i feel as if it's brought me back to the good 'ol days. prevagen. at stores everywhere without a prescription. >>> welcome back. i just want to update you on arm holdings, open for business up 17%, opened at 56.10. you see a nice gain there. shares of goldman sachs, one of the lead underwriters, you may recall the conversation david faber had with the ceo david solomon who really made it clear they needed this to go well, of course the ipo market in general. steve weiss, you're flagging this. you own goldman. it seems to be rewarded for a good out of t

at cdw, we get the importance of clear communication.ead out, that's not always easy. our experts can help by implementing poly audio and video solutions to keep you connected. from headsets to collaboration tools, poly solutions offer simple setup and eliminate distracting background noise, so the people you're talking to only hear you. to collaborate with quality, trust poly and it orchestration by cdw. people who get it. no matter what you're up against, y, trust poly we have your back. we are united way. we are neighbors helping neighbors in communities around the when disaster strikes we get you back on your feet. we help children build brighter. we've been here for over 135 s but now our work is more . join us. join your neighbors. join united way. the following is a paid program. the opinions and views expressed do not reflect those of bloomberg lp, its affiliates, or its employees. announcer: the following is a sponsored program that is furnished by shriners hospital for children. ♪

cdw makes it powerful. (sirens) [due at target in 5!] copy that. make a hard left down the alley.got you covered. [please confirm requesting back-up.] -changing route. -go. roadblock ahead. ...back up, back up... reverse! reverse! next level moments, we're 30 seconds out. need the next level network. [north corridor, hurry!] -coming through! -or 3, let's go. the network more businesses choose. transplant received. at&t business. >>> welcome to bo"power lunch." coming up, another jobs number, 187,000 jobs added in the u.s. economy, that is a lot but not too many. the unemployment rate di

you need cdw. cisco hybrid work environment, we can deliver the same network experience to all your offices. space spaghetti. no. securely connecting your team from anywhere. houston we... have a solution. we get it greg, you've been to space. cisco makes hybrid work possible. cdw makes it powerful. alix: about an hour into the trading session, yields higher as well. abigail doolittle tracking the moves. abigail: it will be interesting to see if that pressures stocks at all, but not right now. we do have this economic data that is perceived as goldilocks, just right. those retail sales coming in solid, but not too much to have feared the fed is going to have to hike all that much more than what is expected right now. out 910's of one. yesterday, this small-cap index closed. that be a bearish signal because typically, the small-cap stocks, the domestic stocks, they can lead especially in big market cycles both to the upside and to the downside. new york crude is bullish right now back above $90 per

cdw >>> welcome back.s one of the worst environmental offenders when it comes to carbon emissions. even worse than cars. older buildings filled with oil fueled a boiler system top the list of offenders. what is the solution? her continuing series on climate startups. >> i grew up in a prewar building. i know what we are talking about. those systems most of the time the heat is way too hot in one room and cold in another. the race is on to electrify these buildings. that will take a lot of time and money. one startup is trying to reduce emissions from what is already there. >> the answer to old-fashioned dirty oil based heating is electricity and heat pumps. companies like block power radiant and run wise are working on that transformation but a brooklyn new york startup called calvin is working to improve and he carbonized the existing old systems. they invented the cozy. >> the cozy is used to get control over those old radiator systems. we are able to stop pizza from being released unnecessarily into tho

cdw partners with you to get the most from your technology.le and manage it, so you can do amazing things. ♪♪ make amazing happen. cdw (dad) oh yeah! (mom) bringing in a new roommate to save money? ♪♪ is that the plan? (dad) well we gotta find someway to save. so say hi to glenn from work. (glenn) hey! that's my mom. (mom) yeah... i think i have a much better plan. we switch to myplan from verizon for just $25 per line. (daughter) and that price is guaranteed for 3 years. (mom) all on the network we can count on. (daughter) it's a good plan. (dad) it is a good plan. glenn looks like we're not going to be needing you. so, i'll see you at work? (son) uh later, glenn (vo) save big with myplan. starting at... just $25 when you bring your own phones. guaranteed for 3 years. its your verizon. dad, we got this. we got this. we got this. we got this. life is for living. we got this. let's partner for all of it. edward jones >>> welcome back to "fast money." stocks closing in the red after the federal reserve signaled there may be another rate hike on

you need cdw.ork environment, we can deliver the same network experience to all your offices. space spaghetti. no. securely connecting your team from anywhere. houston we... have a solution. we get it greg, you've been to space. cisco makes hybrid work possible. cdw makes it powerful. explore endless design possibilities. to find your personal style. endless hardie® siding colors. textures and styles. it's possible. with james hardie™. rishaad: tesla shares jumping over 10%, morgan stanley upgrading its waiting for that ev market. it is now rated overweight. it was equal right before that. tesla's dojo supercomputer for its autonomous driving system could add $500 billion to its enterprise value. oracle shares slumped in extended trading. club sales growth. -- cloud sales growth the reason. jp morgan ceo jamie dimon taking aim at higher capital requirements that u.s. regulators have proposed, saying he would love to know what they really want to accomplish. says the plan would be a huge negative fo

today and for the week make sure to stay in touch so you can follow that same on exponent as twitter at cdw unusual myself at felt go for good day. a great weekend by the 5th stood for quality and driving comfort for decades, and has been a world wide, mercedes benz plus the hybrid, the 400 formats sedan, swore he, electric washers in a new era. next on d, w to the points strong opinions, clear position. international perspective. ukraine says it's counter offensive is making games with autism approaching the clock is ticking. and meanwhile, russia is also facing grey of shortages. could north korean holster rushes military? find out on to the point to the point in 6 to minutes on d w the, the engine, you're going to the 77 percent to come to i just got on 65 last last those top 5 years, 3 reasons why 1115 we're here to help you make up your mind, we are here on please find your mind. so all of the topics i'm much up to you from couple fixed a new culture and in 15 minutes, let's say together, nicholas talks about community life on the service of this research is now on the electric powered

make sure to stay in touch so you can follow that same on exponent as twitter at cdw unusual myself at field go. it's a good day. a great weekend by the be go, india, we don't have to have it's an event on the board and everyone that part of this. so in the field is going to be very easy for us. they may know pollution, nothing champions of 0 ways. presidents of temporary change while outside english, 50 ground, one more step, all just thought of something big, eco, in the next. on d w, the new will tell here, we are happy that we are boxing the story. we have a getting a visa is more difficult than finding gold hosted to use force and for the future end of stories and issues that are being discussed across the country. news africa in 60 minutes on d. w. the, the. it's a race against zeta soon to is very sick that she could die is she must wait months in assess and to to, to 300 things to moment that will change her mind. find my home in the culture this weekend on w. w. news on a couple days in the note. follow the old habits, die hard, but some habits need to die sooner or later. for

make sure to stay in touch so you can follow that same on exponent as twitter at cdw in use of myself at felt go, it's a good day, a great weekend, bye. the 9 bucks view will tell you who we are happy that we are back to the story. we have a getting a visa is more difficult than finding gold hosted to use the dream force and for the future in the stories and issues that are being discussed across the country. are you news africa? in 30 minutes on the w. india have the pro 5, it's an event on the wards the fall of this. so in the still just a so would it be very easy for us that would be no pollution, nothing champions of 0 waste residence of temporary change while outside english, 50 grand one more step, thoughts of something big, eco india in 90 minutes on d. w. well then progress pop calls to everyone who wants to know more about this topic. second son of good about the stories the on the headline world in progress. the w talk because it's a race against time soon. so it is very sick that she could time is she must wait months in on says and to, to, to 300 things to moment that will

i added cdw a couple weeks ago. i would look for -- i bought amazon as well. techs. they're just not down enough. of course they can be volatile, and higher rates for longer. we talked about the headwinds that that presents to technology assets. >> steph, thanks. we'll see you soon. >> thanks, scott. >>> up next we're tracking biggest movers with kristina partsinevelos. >> it's time to play pictionary with an a.i. bot, and boosting share of one cloud service provider. details are next. icy hot. ice works fast. ♪♪ heat makes it last. feel the power of contrast therapy. ♪♪ so you can rise from pain. icy hot. ♪i'm hearing different ways for me to screen for colon cancer.♪ ♪it's time to use my voice,♪ ♪i've got a choice, more than one answer.♪ ♪i sat down with my doc.♪ we had a talk. ♪knew just what to say.♪ ♪i asked for cologuard and did it my way.♪ cologuard is a one-of-a kind way to screen for colon cancer that's effective and non-invasive. it's for people 45 plus at average risk, not high risk. false positive and negative results may occur. ask your provider f

one pick is cdw. trades 21.5 times forward earnings. why is that a good buy for right now? >> sure.le market is $1 trillion. they have a great customer base. 45% is enterprise. 55% is small and medium businesses and governments and healthcare. they have a diversified mix. they are transitioning into software and services which should help margins. the reason i like it, frank, is 30% of business is pc. we know from amd and intel and dell that pcs are in the process of bottoming. i think there is strong earnings power. >> stephanie, thank you. i appreciate the time. >>> that does it for us on "worldwide exchange." we have "squawk box" coming up next. thank you for watching. power e*trade's award-winning trading app makes trading easier. with its customizable options chain, easy-to-use tools and paper trading to help sharpen your skills, you can stay on top of the market from wherever you are. e*trade from morgan stanley. power e*trade's easy-to-use tools make complex trading less complicated. custom scans help you find new trading opportunities, while an earnings tool helps you plan y

cdw makes it powerful. nice footwork.you're lucky, watching live sports. never used to be this easy. now you can stream all your games like it's nothing. yes! [ cheers ] yeah! woho! running up and down that field looks tough. it's a pitch. get way more into what you're into when you stream on the xfinity 10g network. >>> time for jim and stop trading. >> searching for positive research there's a note, fresh pick rivian talking about demand remains strong, margins improving, building a brand through growing showroom presence they're using price targets of 21 one unbelievably positive note looking for an ev, lot of our viewers like ev, that's doing well, let's point to rivian. >> very nice. >> it's a really good piece of research no one thing we didn't get to today was the under performance of apple one of the worst dow names despite some of the lead times, at least for the basic iphone 15. >> i don't get it. when i look at what i see, i see good demand, but it is a large cap stock falling prey to the 10-year. another casua

to collaborate with quality, trust poly and it orchestration by cdw. people who get it.ess design possibilities. find your personal style. endless hardie® siding colors. textures and styles. it's possible. with james hardie™. ♪ garfield: taking -- heidi: taking a look at how we are seeing micron after hours. disappointment stoking concern the investor optimism over at the recovery across the broader chip sector may have been a little premature. i grin continuing to slide by just light of 4% there after we saw the prediction of a steeper loss than expected. they have been trying to bounce back from the broader industry slump did the ceo is saying the company has taken decisive action to cut cost but we are seeing decline in the stock in late trading after the worse loss than anticipated. let's get views out of taipei with matthew bryson a senior vice president of equity research at wedbush securities. you are looking at the numbers and the guidance. you think we have a wild to go before meaningful recovery? matthew: i do not think so. i think that with micron, management

cdw partners with you to get the most from your technology.rk with you to plan it, build it at scale and manage it, so you can do amazing things. ♪♪ make amazing happen. cdw c'mon, we're right there. c'mon baby. it's the only we need. go, go, go, go! ah! touchdown baby! -touchdown! are your neighbors watching the same game? yeah, my 5g home internet delays the game a bit. but you get used to it. try these. they're noise cancelling earmuffs. i stole them from an airport. it's always something with you, man. great! solid! -greek salad? exactly! don't delay the game with verizon or t-mobile 5g home internet. catch it on the xfinity 10g network. >>> it will uaw set to announce more big factory strikes if what it calls substantial progress is not made by noon eastern. our phil lebeau is on the ground in michigan this morning. >> hey, carl. at 10:00 a.m., so, what, about 45 minutes from now, uaw president shawn fain will go on facebook live, that's been his favorite way of communicating with the rank and file. at that time, he will give an update on

cdw makes it powerful. >>> good thursday morning.. david faber live from goldman sachs' tech and media conference in san francisco this morning. taking a look at stocks, pressure especially on tech. look at the nasdaq down 1.4% right now. the dow remains higher. nasdaq under pressure by big tech and apple a loser. concerns around china. overall market is selling off. got a mix of hot labor data. this morning certainly fueling part of the decline. also an eye on treasury yields. 30 minutes in, here are three movers we're watching. second day in the red for apple, as shares fall on reports of an iphone ban for government officials in china. more on that story from beijing in a moment. >>> c3.ai down after forecasting a larger than expected operating loss, shares still up triple digits, as investors bet big on a.i. >>> mcdonald's shares today. wells fargo upgrades the stock to buy as they say the business is, quote, firing on all cylinders. carl, let's dig into the jobs data for a little bit because, you know, a lot of economists watch

cdw partners with you to get the most from your technology.cale and manage it, so you can do amazing things. ♪♪ make amazing happen. cdw >> looking forward, recession remains significant. >> it may take longer for inflation to get back to target. >> consumers are not behaving like there is a recession in any form coming around the corner. >> there is a spiral that will not go away anytime soon. >> this is bloomberg surveillance with jonathan ferro, tom keene and lisa braun wits -- lisa. jonathan: good morning. i am jonathan ferro alongside my colleagues. price action .1% up on the s&p 500. the fed reserve, the boj, and the big one is the federal reserve tomorrow afternoon. tom: and you ask yourself is he having a ham sandwich or a peanut butter and jelly sandwich. we will see if we follow the suitcase and see what is going on. i do not know what to make of it other than there is no other story. we talked to our guest this morning as well as the encyclopedia will kennedy. we are here. jonathan: we are here. what does it mean for the fed reserve

. ♪ at cdw, we get the importance of clear communication.nd when your teams are spread out, that's not always easy. our experts can help by implementing poly audio and video solutions to keep you connected. from headsets to collaboration tools, poly solutions offer simple setup and eliminate distracting background noise, so the people you're talking to only hear you. to collaborate with quality, trust poly and it orchestration by cdw. people who get it. ( ♪♪ ) sometimes, all the tenacity and grit in the world... ...can't overcome the boundaries we face. ( ♪♪ ) so morgan stanley is partnering with the women's tennis association to remove them. ( ♪♪ ) because this game is for everyone. ( ♪♪ ) yousef: welcome back to bloomberg markets. another trending story. xi jinping won't be attending this week's g20 summit in india. the first one he's skipping since taking power in 2012. joining us with a look at what's behind the decision is our bloomberg news director for emea . a lot of mystery around why chinese leaders decided to snub the g20. what ar