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micron. economic reforms have spawn numerous protests across france demonstrations have seen retired workers on the streets angry with taxes on pensions meanwhile student protesters dubbed micron anti used and small clashes with police a french left wing party member told us that if nothing changes in micron's policy his popularity will sink further. attracting a rich people to invest in france is always a similar government but mr macro forgot that france is one of the. best countries already the best country for. foreign investment is the market was elected we with them i guess you could rest presented by many medias like the new president meeting would change things and it was a lie because what is proposing is this same old politics that this is only been the first beneficiary for the rich are seeing the impact will be that less and less people. believe. and that is popularity will go down. we can lead giant monsanto has been kicked out of the european parliament it's lobbyists were banne
micron. economic reforms have spawn numerous protests across france demonstrations have seen retired workers on the streets angry with taxes on pensions meanwhile student protesters dubbed micron anti used and small clashes with police a french left wing party member told us that if nothing changes in micron's policy his popularity will sink further. attracting a rich people to invest in france is always a similar government but mr macro forgot that france is one of the. best countries already...
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Sep 18, 2017
09/17
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when you see micron, another 29,000 rolled up in microns, people in november looking at the 38 strike. so when you see that type activity coming in day after day after day, micron has hit five or six times already in the month of september, i mean, all of it bullish. qualcomm had last week on monday, last week intel. nothing but chips after chips after chips, and we've talked about this time and time again when you have growth and you've got yield and you've got fairly low valuations, in many cases nvidia, not in that particular category. >> texas instruments is low. they are not extensive stocks. >> right, but that is what people are seeing. it's not just in semis it's in technology as well, but the semis are absolutely on fire. >> the semiconductor index, 2% identify the last three month. 28% year to date is this the way to bank on tech? i know the f.a.n.g.s are on the marquee. they get all the air in the room but maybe we should be focusing more on the semi stocks. >> yes i don't think we want to forget the f.a.n.g. stocks because i think the earnings will still come through in spa
when you see micron, another 29,000 rolled up in microns, people in november looking at the 38 strike. so when you see that type activity coming in day after day after day, micron has hit five or six times already in the month of september, i mean, all of it bullish. qualcomm had last week on monday, last week intel. nothing but chips after chips after chips, and we've talked about this time and time again when you have growth and you've got yield and you've got fairly low valuations, in many...
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Sep 11, 2017
09/17
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so for all those reasons i continue to hold micron. >> looking for had a nice upside 45 bucks price target. >> they have been 3 is.50 calls, 33 calls so they keep extending it out hour and higher so that's a good sign. >> clear lit move to the cloud benefits micron an for my type of discipline ball a falling knife like seagate i would hall loon myself with >> it's double in a years, fellow, and i realize when you looking at the chip space and you were talking about it before, that's where i prefer to put my money i'll use josh brown's term, micron has been a beast. >> beast mode. >> doubled almost straight line up it's real he commoditized type of chip-maker. a heck of a lot more value that, remember they ved the acquisition that gives them a bigger piece of the pay. >> apple pie, i got it. >> he loves you. >> you boys are clever >> up next, a blitz. mastercard, renen, aligeroirnes as well. more "halftime" after this what powers the digital world. communication. that's why a cutting edge university counts on centurylink to keep their global campus connected. and why a pro football t
so for all those reasons i continue to hold micron. >> looking for had a nice upside 45 bucks price target. >> they have been 3 is.50 calls, 33 calls so they keep extending it out hour and higher so that's a good sign. >> clear lit move to the cloud benefits micron an for my type of discipline ball a falling knife like seagate i would hall loon myself with >> it's double in a years, fellow, and i realize when you looking at the chip space and you were talking about it...
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Sep 19, 2017
09/17
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but look at micron's save, micron pushing up against levels we last saw at the end of 2014, very important to watch that >> guys, micron is the most commoditized piece of crap company that exists on the planet if you look at their stock and the sales cycle, so right now we are at a peak. it's going to come back in >> we'll have a separate segment tomorrow, micron is the most commoditized piece of crap company there is terry, with blackrock, always good to see you. we've been having a spirited discussion the de facto tightening. >> you're way too close. i love this guy. i'm ready to run to the locker room >> he was the man. >> but seriously >> how does this all go? do we keep going higher? >> so tomorrow is judgment day a lot of if he had watch verse been waiting for this day to see what happened. at blackrock we expected they'll announce balancing the balance sheet in october we think investors positioning for this great unwind will be disappointed, because one, this is going to happen at such a glacial page there will be adjustments, reinvestment amounts as we go quarter over quarter but
but look at micron's save, micron pushing up against levels we last saw at the end of 2014, very important to watch that >> guys, micron is the most commoditized piece of crap company that exists on the planet if you look at their stock and the sales cycle, so right now we are at a peak. it's going to come back in >> we'll have a separate segment tomorrow, micron is the most commoditized piece of crap company there is terry, with blackrock, always good to see you. we've been having...
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i'm daniel winter and this is your business update a man i want well micron's a europe speech on tuesday has drawn mixed reaction from germany the french president says the eurozone needs a joint budget and harmonized taxes to stay globally relevant he argues that would also reduce inequalities across the block but he might not find the support he needs in germany one party in coalition talks here a skeptical of micron's plants and f.t.p. officials says the problem in europe is not a lack of public funds but the lack of reform. and speaking of french german ties zeman says confirm the deal to join forces with france's alstom to make a huge european trained builder the government there is privately encouraging the deal which analysts say is a change of tact the focus is now no longer on protecting french business but about creating a european powerhouse after all the competition from abroad is fierce. the fusion between siemens and alstom is on track to create a new european giant in the train building business. in the near future the german i.c.e. and the french t.g.v. will come from a s
i'm daniel winter and this is your business update a man i want well micron's a europe speech on tuesday has drawn mixed reaction from germany the french president says the eurozone needs a joint budget and harmonized taxes to stay globally relevant he argues that would also reduce inequalities across the block but he might not find the support he needs in germany one party in coalition talks here a skeptical of micron's plants and f.t.p. officials says the problem in europe is not a lack of...
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Sep 15, 2017
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look at a couple of chips we've been talking about for a while, micron we mentioned. dram pricing continues to be strong this stock is breaking out to the upside we talked about it for the last two or three weeks another name, zylinx made a 52-week high today as consolidation continues to half, i think in this space, we've talked about this before, xilinx might be a takeover candidate. >> this stock is just on fire. >> $100 billion in one day, it moves that much, it's crazy. >> the streets behind this, the investment committee is behind this no question this stock will continue to move you look at marvell, on a path to 65% gross margins, no reason to take your foot off the gas. you bring up netflix i think netflix out of all the f.a.n.g. stocks is set up, 200 bucks by year's end. >> i get why we're trading on the multiples we are the upgrade on nvidia, i understand that, i see that's where the growth is. i would rather own the gamers themselves, activision, even take two when i look f.a.n.g. versus chips, i actually think google has been dead in the water google is in
look at a couple of chips we've been talking about for a while, micron we mentioned. dram pricing continues to be strong this stock is breaking out to the upside we talked about it for the last two or three weeks another name, zylinx made a 52-week high today as consolidation continues to half, i think in this space, we've talked about this before, xilinx might be a takeover candidate. >> this stock is just on fire. >> $100 billion in one day, it moves that much, it's crazy....
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new round of strikes so that from this tomorrow is unions continue to show the rage that emanuel micron's new labor reforms the latest polls sixty percent of those quizzed the worried about the president's plans which is due to come into force next week. from paris. his popularity really slumped over the summer he's now got the lowest approval ratings according to one poll of any french president at this point into their presidential terms and one of the biggest reasons for this slump in the ratings is the labor law reforms that he wants to push through that's going to make it easier if he manages to push them through to hire and fire workers especially for small and medium businesses he was elected on a pro-business platform and he wants to give small and medium businesses greater flexibility here in france to allow small companies to bypass trade union agreements and herein lies the problem the trade unions here aren't happy about these reforms they see all this is an attempt to weaken their influence and to diminish their power here in france where they traditionally have rather a lot
new round of strikes so that from this tomorrow is unions continue to show the rage that emanuel micron's new labor reforms the latest polls sixty percent of those quizzed the worried about the president's plans which is due to come into force next week. from paris. his popularity really slumped over the summer he's now got the lowest approval ratings according to one poll of any french president at this point into their presidential terms and one of the biggest reasons for this slump in the...
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Sep 29, 2017
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. >> we're going to was this--this microcorch which is a 300 micron in size down through this 500 micron screen, and the oysters that are--have grown larger than 500 microns will set on this screen while the shell just goes through, so we'll [indistinct] off the oysters from the shell. so what we're doing here isis jt washing right on through here. once all the shell gets washed through all we'll have left are the oysters themselves. >> dr. allen is revered for developing the triploid oyster. a sterile oyster that doesn't become thin and watery in the summer months like a reproductive oyster does. >> oysters have been described as reproductive machines inside two shells, and so, if we can shut down that reproductive mechanism, we can get the oyster to devote that otherwise rereproductive energy into beina robust and meaty oyster. >> so, what that does for us as an industry is, first of all, it gives us an extraordinary oyster. it's 30 to 50% higher meat yield. it grows so fast that those diseases, really, don't have time to kill it. and it doesn't spawn so it's available year round for c
. >> we're going to was this--this microcorch which is a 300 micron in size down through this 500 micron screen, and the oysters that are--have grown larger than 500 microns will set on this screen while the shell just goes through, so we'll [indistinct] off the oysters from the shell. so what we're doing here isis jt washing right on through here. once all the shell gets washed through all we'll have left are the oysters themselves. >> dr. allen is revered for developing the...
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well it's not all the trade unions who are going to be protesting here in france tomorrow emanuel micron's team spent a lot of the summer courting some of the trade unions here in france and making peace offerings and it appears to have partly worked one leader of a rather more aggressive trade union here has said that they will not be participating in the strike to morrow and that there's no point starting a fight when it's already over so you can see macaroons team has been using this sort of divide and conquer approach towards these reforms towards the trade unions we're going to find out to morrow if that approach has worked. canada's open border policy seems to be coming to an end as the government u. turns on the issue and it's even deporting hundreds of asylum seekers to dangerous war torn countries which the un recommends against. examines the story. prime minister trudeau was initially a welcome beacon to refugees he even posted what became a viral tweet stating that canadians would welcome all of those fleeing terror and war to show the world how to open our hearts and welcome in
well it's not all the trade unions who are going to be protesting here in france tomorrow emanuel micron's team spent a lot of the summer courting some of the trade unions here in france and making peace offerings and it appears to have partly worked one leader of a rather more aggressive trade union here has said that they will not be participating in the strike to morrow and that there's no point starting a fight when it's already over so you can see macaroons team has been using this sort of...
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well it's not all the trade unions who are going to be protesting here in france tomorrow emanuel micron's team spent a lot of the summer courting some of the trade unions here in france and making peace offerings and it appears to have partly worked one leader of a rather more aggressive trade union here has said that they will not be participating in the strike to morrow and that there's no point starting a fight when it's already over so you can see my team has been using this sort of divide and conquer approach towards these reforms towards the trade unions we're going to find out to morrow if that approach has worked thanks for the. reporting from paris and we'll be back after a few minutes after this short break. in case you're new to the game this is how it works now the economy is built around corporations corporations run washington washington controls the media the media. the voters elected to business to run this country business equals. boom bust it's not business as usual it's business like it's never been done before. welcome back to the program canada's open border policy se
well it's not all the trade unions who are going to be protesting here in france tomorrow emanuel micron's team spent a lot of the summer courting some of the trade unions here in france and making peace offerings and it appears to have partly worked one leader of a rather more aggressive trade union here has said that they will not be participating in the strike to morrow and that there's no point starting a fight when it's already over so you can see my team has been using this sort of divide...
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just a few months into micron's presidency his approval ratings have already nosedived dr paul smith an expert in french politics of the u.k.'s nottingham university says it's unclear if micron will be able to push through his reforms it's the same as we've seen over the last ten years the trade union movement or least part of it in france likes to mobilize people and there's a sense that these these changes all right a call but i think what we need to what we need to look at very carefully is just how many people really want this test is being seen as a what today is being seen as is a test of the strength of opposition i'd also the strength of one of the trade unions which the main trade union that called the action it really remains to be seen whether over the months to come whether this government unlike its pretty decisive is able not only to talk the talk but she to walk the walk and that's to say to deliver the reforms it wants to deliver. at least twelve civilians have been killed by a u.s. led coalition air strike in provence according to syrian media we contacted the u.s. c
just a few months into micron's presidency his approval ratings have already nosedived dr paul smith an expert in french politics of the u.k.'s nottingham university says it's unclear if micron will be able to push through his reforms it's the same as we've seen over the last ten years the trade union movement or least part of it in france likes to mobilize people and there's a sense that these these changes all right a call but i think what we need to what we need to look at very carefully is...
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well it's not all the trade unions who are going to be protesting here in france tomorrow emanuel micron's team spent a lot of the summer courting some of the trade unions here in france and making peace offerings and it appears to have partly worked one leader of a rather more aggressive trade union here has said that they will not be participating in the strike to morrow and that there's no point starting a fight when it's already over so you can see my team has been using this sort of divide and conquer approach towards these reforms towards the trade unions we're going to find out to morrow if that approach has worked we've got reaction from human rights civil liberties and. this is not the first time the market has used insulting rhetoric and that is just carrying out. also showed the same uses same kind of rhetoric you multiple times before the remember the people or the illiterate us we're speaking about when talking about the factory worker is that the way you make fun of the african immigrants are drowning in the sea and so we see it differently if there is a pattern from coming f
well it's not all the trade unions who are going to be protesting here in france tomorrow emanuel micron's team spent a lot of the summer courting some of the trade unions here in france and making peace offerings and it appears to have partly worked one leader of a rather more aggressive trade union here has said that they will not be participating in the strike to morrow and that there's no point starting a fight when it's already over so you can see my team has been using this sort of divide...
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Sep 15, 2017
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up a really good point though these semis have been under fire how many times have we talked about micron, nvidia and intel last week. it just continues to come in and people want to shoot against that, but reality has been josh is right they want tospend money, and they are spending money and it's proven by what we're seeing. valuations remain low and great dividend yields in many cases and there's growth in the semis, and we know how much demand is out there for chp and this is a segment that's kicking this market into high gear. >> steve, do you want to tell me what upsets this market? >> only derailing the earnings recovery or a more rapid rate increase than what is assumed, and right now it's assumed maybe they go in december or not this year if you see the economy slowing down, not numbers we saw today which were a function. hurricane. if you see the global synchronized lift start to slow down. >> we won't see that because it's just is that righted so even though we're in one largest economic sakele, that's really meaning until because you've never had free money for such a lock per
up a really good point though these semis have been under fire how many times have we talked about micron, nvidia and intel last week. it just continues to come in and people want to shoot against that, but reality has been josh is right they want tospend money, and they are spending money and it's proven by what we're seeing. valuations remain low and great dividend yields in many cases and there's growth in the semis, and we know how much demand is out there for chp and this is a segment...
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Sep 27, 2017
09/17
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micron's story they're not going to increase. their prices are -- did you see their revenues were up 91% the gross margins increase from 46 -- you're spelling it wrong it's up from 46. david, this company is on fire now, it is true that the operating cash flow in fiscal year 2016 was negative it's a boom/bust business. >> little concern they're spending more capital elevated number >> that's the key thing. and that's why i'm not sure lamb should be plyiflying here. but i love the call. the call was beautiful call was a home run. it felt great. it was like brady in the last few minutes. you know when he delivers. >> yes, he does. >> it was a brady call >> brady call. it was a goat call >> i tried to do greatest stock of all time and it made no sense so i dropped it immediatelily. but i did coin -- of course, the journal said i allegedly coined it i can't do anything right for the "journal." >> why is apple not the greatest of all time? by the way, it's worth talking a bit about apple which has reasserted itself a little bit it ecn
micron's story they're not going to increase. their prices are -- did you see their revenues were up 91% the gross margins increase from 46 -- you're spelling it wrong it's up from 46. david, this company is on fire now, it is true that the operating cash flow in fiscal year 2016 was negative it's a boom/bust business. >> little concern they're spending more capital elevated number >> that's the key thing. and that's why i'm not sure lamb should be plyiflying here. but i love the...
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Sep 27, 2017
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micron report the kind of quarters that people dream of. in better demand think cars and other things, up 71%, 61%, sales up 91% nike, demand was flat. next year, my coron says it's market will be end supply meaning there wouldn't be capacity for this new coming online it's clear the giant of a company would add no excess capacity that's huge because -- i see a plethora of new sneakers coming out for nike when it comes to shoes, there's just too many of them, or as i said this morning, not enough feet then there's the demand side of the equation demand for mike rons demand and chip wills go higher because people want bigger power cars and computers that has the best looking video games. at nike demand at least in the u.s., seems te pid, there's no doubt china and europe are strong the power the demand from china a europe can outway the supply sneakers are overinventory, the point where you can find them anywhere i think my best store remains the best like cg s needless to say the sneaker stores themselves discount where it's impossible to a
micron report the kind of quarters that people dream of. in better demand think cars and other things, up 71%, 61%, sales up 91% nike, demand was flat. next year, my coron says it's market will be end supply meaning there wouldn't be capacity for this new coming online it's clear the giant of a company would add no excess capacity that's huge because -- i see a plethora of new sneakers coming out for nike when it comes to shoes, there's just too many of them, or as i said this morning, not...
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over micron's new labor law which is set to be passed this month. the road to rocca a new documentary tells the stories of those fighting islamic state from one of the last syrian strongholds. and ninety five of ninety six russian athletes from nine different sports have reportedly been cleared of any wrongdoing by water that's according to a letter published in the us media. national line from almost a studio with me in a day or two welcome to the program donald trump seems unimpressed by the latest u.n. security council sanctions targeting north korea he says the new resolution is nothing to write home about. we think it's just another very small step. not a big deal rex and i were just discussing. not big i don't know but has any impact but certainly it was nice to get a fifteen to nothing vote but those sanctions are nothing compared to what ultimately will have to happen well it's certainly disturbing to hear these words from donald trump in the aftermath of a vote at the u.n. security council that was widely perceived as a victory for a diplom
over micron's new labor law which is set to be passed this month. the road to rocca a new documentary tells the stories of those fighting islamic state from one of the last syrian strongholds. and ninety five of ninety six russian athletes from nine different sports have reportedly been cleared of any wrongdoing by water that's according to a letter published in the us media. national line from almost a studio with me in a day or two welcome to the program donald trump seems unimpressed by the...
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Sep 24, 2017
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check out nvidia, advanced micro and micron is there still time to get in on the rally? dan. >> happened to have a nice break out today. carter can speak to that obviously consolidated a little bit above that prior high. some of the stocks have been powering we talk about every night on this desk. that stock is up 70% it's time to consider some names in the sector, but to me for all intents and purposes, it's a pretty constructive chart. the smh is up 20%. i can't tell you nvidia is a great buy. >> obviously it's roaring times for the industry nvidia i think i agree with that is priced up this is one of those things. people forget there is some sickically kalt at this. when you have a huge run like that, don't believe that it's going to exist forever. >> ultimately, that is right there is no growth what we do know is here and now semis having really done nothing since june are now for the first time actually playing catch up with the broader market. and breakouts are breakouts whether it's nvidia basedor others that are contribute to go it. >> are you a believer there's
check out nvidia, advanced micro and micron is there still time to get in on the rally? dan. >> happened to have a nice break out today. carter can speak to that obviously consolidated a little bit above that prior high. some of the stocks have been powering we talk about every night on this desk. that stock is up 70% it's time to consider some names in the sector, but to me for all intents and purposes, it's a pretty constructive chart. the smh is up 20%. i can't tell you nvidia is a...
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or just a few months into micron's presidency his approval ratings have already nosedived dr paul smith an expert in french politics in the case nottingham university says it is unclear at the moment of macron will be able to push through his reforms it's the same as we've seen over the last ten years the trade union movement toward least part of it in for all its likes to mobilize people and this is. these these changes all right a call but i think what we need to what we need to look at very carefully is just how many people really want this test is being seen as what today is being seen as is a test of the strength of opposition i do also the strength of one of the trade unions which the main trade union that called the action really remains to be seen whether over the months to come whether this government on like it's pretty decisive is able not only to talk the talk but she to walk the walk and that's to say to deliver the reforms it wants to deliver. syrian media tonight is reporting that a dozen civilians have been killed in a u.s. led coalition air strike in water. will have a
or just a few months into micron's presidency his approval ratings have already nosedived dr paul smith an expert in french politics in the case nottingham university says it is unclear at the moment of macron will be able to push through his reforms it's the same as we've seen over the last ten years the trade union movement toward least part of it in for all its likes to mobilize people and this is. these these changes all right a call but i think what we need to what we need to look at very...
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in artie's other world headlines would mean a deal or tutor france's president micron rushes through his overhaul of the country's labor code with a raft of executive orders amid scenes of violent protests against the ripple of reforms. also this hour altie travels to the syrian city of daraa still which is slowly recovering after three years siege by eisel terrorists . you're watching international live from moscow with mina david shooter and i'll have your world news a little later in the program but our main focus for now though is germany where it's the eve of the federal election live now to the election team in the capital. you know a big thing if the polls are right angle of merkel heading for four more years the . germans vote tomorrow for the first time since world war two six parties are expected to enter the bundestag including a group of right wing nationalist oid welcome to our special election coverage from the very heart of berlin with me here i want to score you beyond. beautiful view before the big vote exactly the day before the big day but the results of sunday's v
in artie's other world headlines would mean a deal or tutor france's president micron rushes through his overhaul of the country's labor code with a raft of executive orders amid scenes of violent protests against the ripple of reforms. also this hour altie travels to the syrian city of daraa still which is slowly recovering after three years siege by eisel terrorists . you're watching international live from moscow with mina david shooter and i'll have your world news a little later in the...
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what it was billed today by one of the newspaper terrorism manual micron's tism of fire these are the first large street protests to take place in iran since he became president in june and the reason for it so are his proposed changes to the labor laws here in france he essentially wants to make it easier for small and medium sized businesses to hire and fire personnel he wants to shake up the labor market liberalized the business market here in france and he's convinced that that's what's going to tackle the stubbornly high unemployment rate here in france it's double what it is in the u.k. and in countries like germany but many trade unions and workers here on the dead set against these planned changes they've along cherish the rights that they have been shrines in their labor laws here in france so they're taking to the streets to demonstrate against it they say they're not going to give up without a fight the action today was called by one of france's largest trade unions and the turnout today is key to find out whether these protests are going to gain momentum there are plenty o
what it was billed today by one of the newspaper terrorism manual micron's tism of fire these are the first large street protests to take place in iran since he became president in june and the reason for it so are his proposed changes to the labor laws here in france he essentially wants to make it easier for small and medium sized businesses to hire and fire personnel he wants to shake up the labor market liberalized the business market here in france and he's convinced that that's what's...
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i was a house micron's former rival in the presidential race showing malinche on claims that over one hundred thousand people gathered to protest against the president's policies pulis lee is in paris for ati. well i would estimate that there were easily around a hundred and fifty thousand people where i'm standing in the bastille square and this follows a promise that was earlier made by the leader of the french leave milan sean that he would be passing in people from as many as three hundred fifty cities today saturday and since the early hours of this morning we have seen people the writing here. france is becoming far less democratic now days even more decisions are taken by officials not by the french people the people who. took the rights to it will say that again is the place to. get work with the people want to show the don't agree and told us what's happening with the decisions of the government decisions that are almost always in favor of the ruling classes who have money and people who were then also thought about which is why we need to show that me here to stand up for ou
i was a house micron's former rival in the presidential race showing malinche on claims that over one hundred thousand people gathered to protest against the president's policies pulis lee is in paris for ati. well i would estimate that there were easily around a hundred and fifty thousand people where i'm standing in the bastille square and this follows a promise that was earlier made by the leader of the french leave milan sean that he would be passing in people from as many as three hundred...
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one of the big newspapers here in france emmanuel micron's christening old result the biggest street protests to take place in front ever since he was elected president this year and people here are very unhappy about the labor law that he wants to implement he wants to shake up the job market and make it easier to hire and fire personnel he thinks. is of an elite high unemployment rate here in front. of the rage in the u.k. and germany but the trade unions dead set against the changes and they have come out in full force hitting the streets in that town in paris today in order to say no to michael micron's plan for changes to the law now this is being seen as a bit of a litmus test because i know my own seat spent a lot of the summer trying to placate some of the smaller trade unions here nevertheless today's demonstrations have been organized by the largest trade union and we've been speaking to people what the french railway network to traffic controllers even people who walk as comedians in cars from all that was we've spoken to say that they believe that this represents the like
one of the big newspapers here in france emmanuel micron's christening old result the biggest street protests to take place in front ever since he was elected president this year and people here are very unhappy about the labor law that he wants to implement he wants to shake up the job market and make it easier to hire and fire personnel he thinks. is of an elite high unemployment rate here in front. of the rage in the u.k. and germany but the trade unions dead set against the changes and they...
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Sep 22, 2017
09/17
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the smh se hchlh semiconductor n explosive moves higher, nvidia, amd, and micron all up over 100% >> a really nice breakout today, carter can speak to that obviously it consolidated a little bit above that prior high some of the stocks have been powering nvidia, we talk about it every night on this desk. that stock is up 70%, maybe about time to consider other names in the sector. for me, to all intents and purposes, it's a constructive chart. the smh is up, i can't tell you nvidia is a great buy but there's other opportunities in the space. >> obviously it's roaring times for the industry nvidia, i agree, has priced that in already this is one of those things. people seem to forget there is some cyclicality in this business >> it is about the cyclicality these stocks are trading the same as they were 20 or 30 years ago. semis, having done nothing since june, are now for the first time playing catch-up with the broader market and breakouts are breakouts. whether it's nvidia-based or others contributing to it, it continues. >> do you believe there's more consolidation in the space tha
the smh se hchlh semiconductor n explosive moves higher, nvidia, amd, and micron all up over 100% >> a really nice breakout today, carter can speak to that obviously it consolidated a little bit above that prior high some of the stocks have been powering nvidia, we talk about it every night on this desk. that stock is up 70%, maybe about time to consider other names in the sector. for me, to all intents and purposes, it's a constructive chart. the smh is up, i can't tell you nvidia is a...
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the latest polls show that he's losing popularity you can see it's dropped to just forty percent micron's spokesman however close the president will quote transform the country other presidents have fared a lot better at the same points in their careers over take a look nicolas sarkozy as you can see there had a sixty nine percent approval rating if you francois long do was known as mr unpopular there fifty four percent approval rating much higher than me while some of accuse the new french president of arrogance in light of some of the things that he's been saying on the world stage. we have absolutely different positions to vladimir putin i act france will not pass on any he is ready to follow us and then we will have some progress on syria. i can't really imagine calling anyone other than himself and i think they have different views of their political views i can't even imagine something or that would actually work i. think because. the international stage is not really cool you know also i am the one obliged to speak to enter one every ten days. here but maybe the problem take i don'
the latest polls show that he's losing popularity you can see it's dropped to just forty percent micron's spokesman however close the president will quote transform the country other presidents have fared a lot better at the same points in their careers over take a look nicolas sarkozy as you can see there had a sixty nine percent approval rating if you francois long do was known as mr unpopular there fifty four percent approval rating much higher than me while some of accuse the new french...
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Sep 12, 2017
09/17
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>> if you look at micron, there are a couple of things to keep in mind.ndustry have consolidated, we used to have a 10 or more than a 10 memory in place and now it is consolidated to three to four. in the context, the guy that have naan technology is going to benefit. so far, what we have seen is they have proven they are wrong. i was expecting some pricing pressure by now but prices are holding up as we are looking for next year, we have to see how sustainable the environment is the increased content is a significant factor >> manny, really quick, we got ten seconds. the three stocks that you named as well as micron, they have been monster stocks this year in terms of performance which one do you like the most >> western digital right now, given the fact they are still fighting toshiba i think we are back to fundamentals and this is creating an upside western digital >> thank you manny for joining us straight ahead, we got a lot of news unbeliev unbelievable news from apple shl y cutler will jonah elto talk about taxes and steven mnuchin and as well as d
>> if you look at micron, there are a couple of things to keep in mind.ndustry have consolidated, we used to have a 10 or more than a 10 memory in place and now it is consolidated to three to four. in the context, the guy that have naan technology is going to benefit. so far, what we have seen is they have proven they are wrong. i was expecting some pricing pressure by now but prices are holding up as we are looking for next year, we have to see how sustainable the environment is the...
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Sep 19, 2017
09/17
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so he was able to defeat or his open arms by means of excessive complexity how much of a factor is microns of personal popularity in all of this i think that he made a few other political and communication blunders. that explain his fall in the polls so he said to people that. he was talking to entrepreneurs and the he was a relating the entrepreneurs for their energy for their that i missed and he was comparing them with people that are nothing and. that has been very badly perceived by the book creation he made another political blunder by saying that the people that were opposing the labor reforms were lazy and in french are lazy it has a. much negative connotation much more connected to negative connotation than any lish and so there was a little things like that that i think it's. nothing really serious because he has created a momentum that will enable him to make a. major reforms in the coming months veronique thanks very much for being with us thank you it's been one hundred days since four arab countries imposed an embargo against qatar now despite qatar strong financial position
so he was able to defeat or his open arms by means of excessive complexity how much of a factor is microns of personal popularity in all of this i think that he made a few other political and communication blunders. that explain his fall in the polls so he said to people that. he was talking to entrepreneurs and the he was a relating the entrepreneurs for their energy for their that i missed and he was comparing them with people that are nothing and. that has been very badly perceived by the...
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goal of see how micron's vision is going down here in berlin i've got our chief political correspondent a crane with me here linda macron envisions a europe with greater cooperation at all sorts of levels does he have uncle americal support. well after his own election she was mildly if nonspecifically encouraging saying that she certainly did want to work together with france to reenergize europe and following the german vote on sunday she said that she can envisage more europe if it leads to a more competitive e.u. and also to more jobs and more clout for europe abroad she also said that she has no red lines when it comes to e.u. policy and interestingly enough president mccraw used a similar phrase in his own speech saying that there need be no red lines when it comes to discussing what's good for europe so what's all the talk of red lines well it has everything to do with the fact that one of those potential coalition partners in a new government has said that his party does have red lines he is the leader of the business friendly free democrats and he doesn't at all like the notion
goal of see how micron's vision is going down here in berlin i've got our chief political correspondent a crane with me here linda macron envisions a europe with greater cooperation at all sorts of levels does he have uncle americal support. well after his own election she was mildly if nonspecifically encouraging saying that she certainly did want to work together with france to reenergize europe and following the german vote on sunday she said that she can envisage more europe if it leads to...
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the studio tell us more but first should the eurozone have a joint budget french president manuel micron certainly thinks so it was one of those main points as he outlined his plan to transforming europe he says has become too weak and too slow but not everyone agrees with his vision that joint budget in particular is going to be a hard sell here in germany not to mention some of his other ideas like closer you coordination on defense and immigration are likely to be opposed by right wing anti e.u. politicians. at a time when the european project is under attack as never before in my newer met call spent nearly two hours laying out his vision for a united europe. the europe we know is too weak to slow and too inefficient but only europe and europe alone can give us the capacity to act against the big challenges we face now. flanked by french and european flags he said europe needed to relaunch itself with greater cooperation on issues including asylum seekers border protection and intelligence. what's missing in europe today with regard to defense it is a common strategic culture in our
the studio tell us more but first should the eurozone have a joint budget french president manuel micron certainly thinks so it was one of those main points as he outlined his plan to transforming europe he says has become too weak and too slow but not everyone agrees with his vision that joint budget in particular is going to be a hard sell here in germany not to mention some of his other ideas like closer you coordination on defense and immigration are likely to be opposed by right wing anti...
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the streets of major cities in france to protest against micron's a new labor law that would come into effect in a week. u.n. security council adopts new sanctions against north korea after the resolution was watered down from a stronger u.s. draft. and with islamic states territory in syria crumbling the race is on to retake oil fields from the terrorists with russian assisted and u.s. by forces both closing in. on chelsea international live from moscow studio with mina due to the welcome to the program around four thousand separate strikes and almost two hundred protest of ends are being held in france today as unions make a stand over the president's labor reforms and city of paris small say nor have all seen large scale action and money on micron had earlier branded opponents of the reforms as slackers and he's sticking to his words. it made it clear. that if you know it. was in paris so polly the unions they promised a day of disruption have they delivered its. own. thing really been galvanized by this to that it may just last week. the cynics in exactly the misleading things we h
the streets of major cities in france to protest against micron's a new labor law that would come into effect in a week. u.n. security council adopts new sanctions against north korea after the resolution was watered down from a stronger u.s. draft. and with islamic states territory in syria crumbling the race is on to retake oil fields from the terrorists with russian assisted and u.s. by forces both closing in. on chelsea international live from moscow studio with mina due to the welcome to...
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paris has seen more protests after president micron signed five executive orders to rush through his controversial labor reforms on friday although largely peaceful there were some clashes at the main demonstration. i. think go micron's former rival in the presidential race look monzon announced that over one hundred thousand people gathered to protest against the president's policies our correspondent paul fleer reports from paris. put into organizes these at least hundred and fifty thousand people now this is a reaction to president my confines of those five official orders and talking to people here looking at the plaque cards they really saying no to these labor reforms now this is an amalgamation of both lift wing organizations an anti mcconnell protest as people have been bussed in since the early hours of this morning some are save some for me from up close range cities we all see him in from the leader on the fringe leave him alone but they will continue to. belabor a little. worker protections and it will finally to be like this in the coming days and the coming weeks talkin
paris has seen more protests after president micron signed five executive orders to rush through his controversial labor reforms on friday although largely peaceful there were some clashes at the main demonstration. i. think go micron's former rival in the presidential race look monzon announced that over one hundred thousand people gathered to protest against the president's policies our correspondent paul fleer reports from paris. put into organizes these at least hundred and fifty thousand...
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paris has seen more protests off the present micron's fined five executive orders has rushed through his controversial a performance on friday although largely peaceful there was some clashes at the main demonstration. a. good a job oh. hey thank you they were micron's former rival in the presidential race show newcomen and show announced that over one hundred thousand people gathered to protest against the president's policies our correspondent reports from paris and well i would estimate that there were easily around a hundred and fifty thousand people where i'm standing in the vast steel square and this follows aid from is that was really a made by the leader of the french leave the mainland shown that he would be bussing in people from as many as i'm treating in haiti's cities today saturday and see only hours of this morning we have seen people in the driving again when democrats are to france is becoming far less democratic no days even more decisions are taken by officials not by the french people the people who were just need to add them. the right. that you get is the place
paris has seen more protests off the present micron's fined five executive orders has rushed through his controversial a performance on friday although largely peaceful there was some clashes at the main demonstration. a. good a job oh. hey thank you they were micron's former rival in the presidential race show newcomen and show announced that over one hundred thousand people gathered to protest against the president's policies our correspondent reports from paris and well i would estimate that...
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Sep 28, 2017
09/17
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micron also gave an upbeat outlook for 2018. shares rose 8.5% to $39.09. >>> uniform rental company sintas reported profits that topped estimates. the company credited the gains to an acquisition. shares were higher by almost 6% to $144.01. >>> more fallout today from the ncaa men's basketball bribery scandal. and it was big. university of louisville head coach rick pitino was put on unpaid administrative leave. but pitino's attorney says the coach has been, quote, effectively fired. the school's athletic director was also put on paid leave. and the interim president of the university is not happy. >> i would say that i was more angry than embarrassed. obviously, embarrassment is part of it as well. i think people who have watched what the university of louisville has been busy doing in calendar year 2017 will understand that we've been working day and night, committed to make sure this place is a wonderful place for our students and our faculty and staff. and we're making a tremendous amount of progress. and when something like
micron also gave an upbeat outlook for 2018. shares rose 8.5% to $39.09. >>> uniform rental company sintas reported profits that topped estimates. the company credited the gains to an acquisition. shares were higher by almost 6% to $144.01. >>> more fallout today from the ncaa men's basketball bribery scandal. and it was big. university of louisville head coach rick pitino was put on unpaid administrative leave. but pitino's attorney says the coach has been, quote, effectively...
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demonstrating on the streets of many cities here in france including paris against these reforms emanuel micron himself remains unequivocal he says that he has a strong mandate in order to push through these reforms in order to implement these changes to the law and on friday he had a thing or two to say about the people that oppose him take a listen. i will be absolutely determined i will not yield in any way not to sarkozy. not to extremists. but actually the french government spokesperson tried to backpedal a little bit on those comments by saying that i. he was referring to former presidents over the past thirty years as. chirac who didn't have the courage to push through these reforms they were always watered down in some way and he said that courage takes great risk nevertheless on the socialist leader here in france he had a quick witted response to. take a listen to what men and sean had to say fools cynics slackers all in the streets on twelve and twenty. alcoholic's people who are nothing illiterate slackers the declarations of love from across to the french are multiplying emanuel mi
demonstrating on the streets of many cities here in france including paris against these reforms emanuel micron himself remains unequivocal he says that he has a strong mandate in order to push through these reforms in order to implement these changes to the law and on friday he had a thing or two to say about the people that oppose him take a listen. i will be absolutely determined i will not yield in any way not to sarkozy. not to extremists. but actually the french government spokesperson...
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micron's former rival in the presidential race. claims that over one hundred thousand people gathered to protest against the president's policies or his policy there is in paris for us. but i would estimate that they would easily around a hundred fifty thousand people wait i'm standing in the bastille square and this follows a promise that was earlier made by either of the french leave me lunch on that he would be back singing people from his many trading in the eighty's and sixty's today saturday and see any hours of this morning we have seen people in the writing again when democratic france is becoming far less democratic now days even more decisions are taken by officials not by the french people the people who just need to. civil rights you say that again is the place to hear it work with all the people want to show the don't agree told us what's happening with the decisions of the government decisions that are almost always in favor of the ruling classes who have money and people who work then also thought about it which is w
micron's former rival in the presidential race. claims that over one hundred thousand people gathered to protest against the president's policies or his policy there is in paris for us. but i would estimate that they would easily around a hundred fifty thousand people wait i'm standing in the bastille square and this follows a promise that was earlier made by either of the french leave me lunch on that he would be back singing people from his many trading in the eighty's and sixty's today...
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souter and it's time now for our top stories of the day paris has seen more protests after present micron's signed the five executive orders to rush through his controversial labor reforms on friday although largely peaceful there were some clashes at the main demonstration. i i i. i i think for. micron's former rival in the presidential race sean llewellyn shaw announced that over one hundred thousand people gathered to protest against the president's policies our correspondent reports from paris. well i would estimate that there were easily around a hundred and fifty thousand people where i'm standing in the bastille square and this follows a promise that was earlier made by the leader of the french leave milan sean that he would be passing in people from as many as three hundred fifty cities today saturday and since the early hours of this morning we've seen people the riving here more democratic france is becoming far less democratic now days even more decisions are taken by officials not by the french people the people who. need the . civil rights. that you get is the place to. get wor
souter and it's time now for our top stories of the day paris has seen more protests after present micron's signed the five executive orders to rush through his controversial labor reforms on friday although largely peaceful there were some clashes at the main demonstration. i i i. i i think for. micron's former rival in the presidential race sean llewellyn shaw announced that over one hundred thousand people gathered to protest against the president's policies our correspondent reports from...
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Sep 15, 2017
09/17
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peaked and was do for a fall that accounts for 64% of micron's revenue >>> time for our top trendingtories. steve bannon is headed back to hollywood. reportedly he's getting back into the movie business with an interest in making westerns. he has been taking meetings with movie companies since leaving the white house back in august are you a fan of westerns? >> my family is. my dad is. i think that appeals to a different generation >> yeah. just the classics i like the good, the bad, the ugly, those types. >>> hbo has a plan to throw off game of flothrone leakers they will film more than one ending of the eighth and final series so there's not a definitive answer on how it turns out. was do you think >> i'm torn on this i would rather they made sure nothing got leaked the worst outcome is that it finishes, the alternate endings get leaked, then you don't know what is the real ending. >> this move suggesteds that they realize maybe it's inevitable, some type of hacking could happen it was pretty exciting, the end of that season i can't go into why for people who have not watched it. a
peaked and was do for a fall that accounts for 64% of micron's revenue >>> time for our top trendingtories. steve bannon is headed back to hollywood. reportedly he's getting back into the movie business with an interest in making westerns. he has been taking meetings with movie companies since leaving the white house back in august are you a fan of westerns? >> my family is. my dad is. i think that appeals to a different generation >> yeah. just the classics i like the...
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Sep 12, 2017
09/17
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micron today was absolutely on fire, i'm lucky enough to own some stock and some calls. today they rolled up, 29,000 of those. i mean, so there are other winners in this whole game that we're talking about. >> and there's losers too, since we're talking about side salads. fitbit, f.i.t. if i'm fitbit, the apple watch is a massive threat to me. we can argue about whether apple is going to cannibalize itself >> i want to clarify one thing i'm not saying that it's going to cannibalize like the actual phone itself i don't think you're going to see a lower amount of installed base of the phones but if you have an iphone 7 -- >> maybe you don't upgrade yet >> yes >> you wait. >> the story is continuation of elongation of these cycling, these upgrade cycles everybody's been calling for an an upgrade super cycle, creating $200 billion in market cap to me, if there's a surprise in the next quarter or two, it will be that, that they'll miss on units, won't have the supply of the high end phone, and the 8 that they introduce is just evolution. >> all they have to do is talk about u
micron today was absolutely on fire, i'm lucky enough to own some stock and some calls. today they rolled up, 29,000 of those. i mean, so there are other winners in this whole game that we're talking about. >> and there's losers too, since we're talking about side salads. fitbit, f.i.t. if i'm fitbit, the apple watch is a massive threat to me. we can argue about whether apple is going to cannibalize itself >> i want to clarify one thing i'm not saying that it's going to cannibalize...
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Sep 19, 2017
09/17
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micron, some of the their various names, what do you think? >> micron, if you're looking for a glean structural story that's it i view this as a use of free cash flow story. when they bought classic broadcam it was a game-changer in cash flow generation. doing $8 billion plus in free cash flow, five or ten times that they used to do which has to be deployed half to m & a because numbers are too low because everything is modeling a single organic model and the other half to dividends. double the dividend, paying $4.08 a share and if you believe their targets, which i believe i do, it implies an $8 dividend by the end of next year, 15 months. even with 15 months even at a 2 1/2% yield that would be -- >> really appreciate you doing this for us. we'll talk to you again soon >> thank you >> stacy rascon doing analyst versus panelist. ahead of the fed the bond pits next first here's what our partners at kensho are saying about the chips. >> the semiconductor etf smh is up 8% in a month after similar moves many names still showroom to move when boug
micron, some of the their various names, what do you think? >> micron, if you're looking for a glean structural story that's it i view this as a use of free cash flow story. when they bought classic broadcam it was a game-changer in cash flow generation. doing $8 billion plus in free cash flow, five or ten times that they used to do which has to be deployed half to m & a because numbers are too low because everything is modeling a single organic model and the other half to dividends....
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Sep 12, 2017
09/17
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it watching out jazeera still ahead protests in france against president and manual micron's controversial labor reform. and millions of refugee children are missing out completely on schooling you know what it means for their future. hello there is a big change coming for us in the weather in sydney for the time being that we just had a fair amount of cloud down in the southeast corner of things here haven't got too hot force in sydney though the winds are all feeding in from the west and that's bringing in some very hot air thirty one degrees they in sydney on wednesday very very warm indeed but it all changes as we head through into thursday this time just seventeen through drought for us there's also going to be some strong winds on thursday as well and you can see that's also affecting us in melbourne where there's likely to be one or two showers now towards the west volcom a force in perth are temperatures getting to twenty three degrees over towards new zealand and here really quite unsettled currently has a lot of cloud on the satellite picture and plenty more heading towards us as
it watching out jazeera still ahead protests in france against president and manual micron's controversial labor reform. and millions of refugee children are missing out completely on schooling you know what it means for their future. hello there is a big change coming for us in the weather in sydney for the time being that we just had a fair amount of cloud down in the southeast corner of things here haven't got too hot force in sydney though the winds are all feeding in from the west and...
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Sep 19, 2017
09/17
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. >> the bilateral with micron was like a meeting with old friends. micron expressing how much he appreciated president trump attending bastille day celebrations. >> our people were proud to have you and your wife melania. >> president trump revealing he was so impressed with what he saw during france's military. he wants to have something similar here. >> we are thinking about, fourth of july, pennsylvania avenue, having a really great parade to show our military strength. >> president trump also appeared to find a friendly audience at his first official u.s. -- u.n. event. u.n. ambassador nikki haley revealing attendance was so high they had to move the gathering. >> we had to get a bigger room to accommodate everyone here today. >> during the campaign, the president was critical of the u.n., tweeting that "while it has great potential right now it's a club for people to get together and talk and have good time. so sad." this morning president trump was less strident in his leg which but no less forceful in his call to change the culture at the u.n.
. >> the bilateral with micron was like a meeting with old friends. micron expressing how much he appreciated president trump attending bastille day celebrations. >> our people were proud to have you and your wife melania. >> president trump revealing he was so impressed with what he saw during france's military. he wants to have something similar here. >> we are thinking about, fourth of july, pennsylvania avenue, having a really great parade to show our military...