i'm dierdre bosa with jon fortt. breakdown of the sector as we have a drop and another investor gets bullish on another name ott space. don't miss shantanu tntnarayen n an exclusive later on. big hour ahead. >>> big, big shares of coupa plunging 18%, losing nearly a third of the value in the last week after issuing a weak outlook downgrades from oppenheimer this morning, as well as a slew of price target cuts. now down 75% from its recent highs. where is their value within software brad gersner has high hopes for snowflake, in particular >> we think this is a 3x in three years. even if software multiples remain at these levels near the five-year average, right it is our largest position we're not selling, but we acknowledge that it's been rough for our investors and for us it's been a drawdown this year if you look at, you know, what we expect to occur over the rest of the year, this stock will compound as it continues to beat earnings, as it continues to expand its use cases even without multiples expanding, right,

. ♪ >>> good tuesday morning i'm carl quintanilla with jon fortt and dierdre bosa we have details onhe disney walkout. >>> plus, baba with this buyback. shares up double digits today. 50% in the last week >>> then cyber attacks top of mind for washington. okta shares down after suffering its own breach, reportedly what stocks could benefit from investments in that space. >>> we'll start with the markets. nasdaq snapping a four-day winning streak comments from fed chair powell signaling aggressive rate hikes. pressure on stocks yesterday that hasn't been the story, though, where we've seen a ferocious rally and moves in the mega-caps with amazon and meta at double digits alphabet and microsoft and apple, those are also outperforming. we talked about btig, giving another idea on datadog. it is still down to start the year this is astock that has faired better than many others in the tech and especially cloud sector guys, it is another day, though, of big gains for the nasdaq. we're seeing this outperformance, jon, up 1.6%. >> yeah. i mean, i'm not confirmed. i don't know everything see

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the proprietors natalia alexander gl dierdre, have been cooking, not only for their patrons, but for about 20 volunteers who are helping ukrainian refugees. and of course for the refugees themselves, wendy, when the ukrainian refugees arrive, we serve them for free, at least a ball of bosch or sl younger. so we donate bowls of soup and his loop of if you spend ukrainian cuisine is comfort food to victorious or a chikavsky as well. forced and blenny give her a feeling of home, especially now during this time of crisis. she's happy to see so many people willing to help. i have a lot of friends also whoa, you know, feed their apartments or rooms and go to pick up a people from the border. so yeah, it's very touching for me and i am. it's very nice to see that people are so united in this a terrible situation. victoria sorta chikavsky is also doing what she can to help with her art to. she's planning her next photo project for ukraine. i would like to photograph how the conte will come out from this crisis. how it will be rebuilt again, and i would like to focus on the younger generation

. ♪ >>> good tuesday morning i'm carl quintanilla with jon fortt and dierdre bosa we're going to takep the pain in tech stocks, specifically the mega cap names getting hit hard. >>> google adds to the por portfolio. what it means for m&a and other cyber security names >>> later, interview with the block co-founder not named jack on fintech investment. surprise, he likes bitcoin, as well >>> we are awaiting the president, set to make some remarks on the ongoing crisis in ukraine. expected to announce a ban on russian energy when it starts, we'll take you there live. >>> for now, let's stick with google this morning, officially announcing plans to acquire cyber security company hmandiant shares have increased nearly 50%. the deal comes as cybersecurity m&a continues to heat up 2021 saw 430 deals in the space, including 11 for more than $1 billion last month 35 more were announced mandiant will join dpogoogle's cloud section. russian operations were being suspended at palo alto networks. we talk about the antitrust element of this. when we were talking about this a few month ago in the c

dierdre has the dayholding in t. >>> churning waters for netflix. a new report could mean trouble for the streamers. which strategies are best positioned, jon? >>> let's pick it up where david faber left off apple winning at the oscars and the exchanges. apple shares up 11 days in a row now, on track, as you mentioned, to top the longest stretch of updates since 2003 the streak adds $407 billion in market value, putting it near the $3 trillion market cap i believe it is at about 2.9 this morning check out this stat from compound capital apple has the largest on the s&p in more than 40 years. more than 7% of the index. the last company to come close, ibm in 1985. you'll recall, carl, that's the year after the famous 1984 apple super bowl commercial where the woman was throwing the hammer at big brother, you know, because ibm was so big. >> yeah. >> now in the s&p, apple is that big. >> so true, how the tides turned, jon. the spoke had a great stat this is the fourth time that apple has rallied for ten days or more. the first such streak since july of

. ♪ >>> good tuesday morning i'm carl quintanilla with jon fortt and dierdre bosa we're going to take hit hard. >>> google adds to the por portfolio.

. ♪ >>> good tuesday morning i'm carl quintanilla with jon fortt and dierdre bosa we have details on >>> then cyber attacks top of mind for washington. okta shares down after suffering its own breach, reportedly what stocks could benefit from investments in that space. >>> we'll start with the markets. nasdaq snapp

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