the roku versus netflix. have you, i would love to get a question in on disney as it tries to find its legs coming out of that report today, wells trims their target as they said the slowing content machine was the culprit for that last quarter. where are we right now and are we really going to start pitting disney on netflix on the number of titles >> no, carl. what's interesting because a couple weeks ago i remember talking with you guys our view was that disney plus has done a great job out of the gate. but its content is just too narrow, right if they have focussed on their strength, pixar, marvel, lucas film, they need to broaden out older homes homes that don't have kids or super fans netflix built a completely different business, right? the volume business. tons of new content. i think disney can't chase netflix down that path they need to expand the content. and that calls into question vis-a-vis disney plus. so that earnings call release and the conference call kind of in my view synthesized the chal

how many people are accessing their roku the active account numbers 56.7 million.o watch one thing that roku is exposed to, is supply chain. the question that i will be most focused on is maybe how much this company is impacted from those supply chain issues not just for its devices but also advertising. we have heard rumblings from different companies that they have seen advertisers pull back because of some of those issues. the question is how roku is balancing both of those pieces of its company. >> absolutely, down 1.5% today still at a high poured p/e nancy what would you do with this name. >> we own it we have owned it for a long time i think the weakness is perhaps an opportunity while i agree with what julia said, advertising is the key to this particular name they do have the best algorithm in terms of targeting ads. they are expanding globally. they just signed a deal in brazil with tcl. that's important because last year 100% of their revenue came from the united states so supply chain disruptions, weaker -- potentially weaker advertising in thor in term

. >>> plus roku rocks. analyst says he's confused ♪ [suitcase closing] [gusts of wind] [gusts of wind] [ding] staying up half the night searching for savings on your prescriptions? just ask your cvs pharmacist. we search for savings for you, from coupons to lower-cost options. plus, earn up to 50 dollars extrabucks rewards each year just for filling. at cvs pharmacy. >>> apparently it's not everywhere you want to be. amazon said it would no longer accept visa cards in the uk. apparently they are mad about high fees. after brexit, the fee cap no longer applies to them jeff mills, what say you >> i think it might not matter short-term longer term i would be more worried. i think you are seeing surcharges on vaisa cards in australia. ultimately they may ban them by january. in their statement they said a few things it's all about the evolution of digital payments they talked about innovating, promoting faster, cheaper options for their customer it's company for the card companies, both the card companies and c

a good way >> i'm buying roku it's down 50%. 50%.concerned about they thought -- they viewed roku really as a pandemic play, tv sets are up, the price of tv sets is up 40% year on year. they're also concerned about supply chain roku does have equipment, the supply chain issues. they're also concerned about advertisers. the bottom line, roku has 50 million users the company is trading at 10 times revenue. it's here to stay, streaming is here to stay, i'm a buyer of roku, brian. >> we love having you here to stay we know you got up early for us. so many headlines with the market we have to get going. i want to talk about another pick we'll have you on soon, bumble, don't give it away -- i just did kate, we'll have you on soon >> thank you. >> that does it for us on "worldwide exchange. dollar is on the move, bonds on the move we'll get the squawk gang picking up coverage next we'll see you tomorrow here on "worldwide exchange. have a great day where's mom? she said she would be home in time for the show. don't worry sweetie, she promis

what is the playbook now a downgrade for paypal and roku while amazon and peloton ned

what is the playbook now a downgrade for paypal and roku while amazon and peloton named as fresh picks bigger than ford by market cap elon sells more tesla shares and we'll dive into the valuation debate there, d. >> we'll start right here one market the tech sector coming off a close and what do you do now? a lot of analysts ideas today, but perhaps the biggest goldman names top pick for next year thrilled, jim, to have you back. we have to make this a regular thing. >> i'd love to fascinated to hear your thoughts on this in light of the retail earnings we had in the last few days >> i had this epiphany when you look at the 350 companies that came public during the 12, 13-month period people thought, you know what, let's bet on a dozen of them. at least six or seven. the only one that came through was amazon in a big way that was born before that period. once again, amazon is the one that you want to bet on. that's because it keeps moromorphin into other companies and different things that was abouted av ed advertis. obviously, we have retail that started with books retail is very pow

looking forward to that. >> roku earnings are also out.ket not liking it julia boorstin with the numbers. >> market not liking it at all you see that stock plummeting in after hours trading. the company beating earnings estimates, 48 cents estimated revenues falling shorter than expected, missing estimates by about $3 million there were a couple other key factors weighing on that stock, including revenue guidance the company guiding to $893 million as the midpoint of q4 revenue versus estimates of $944 million. so that's a key factor weighing on the stock another key thing here is that active accounts fell short of expectations, 56.4 million instead of the 56.7 million expected average streaming hours also less than expected at 18 million instead of 18.3 billion, average revenue per user in the quarter did beat expectations, topping $40 for the first time but it really does seem to be that revenue outlook that is causing the stock to plummet more than 10% in after hours guys, back over to you >> thanks so much for that one down 10% meanwhi

>> melissa, roku shares plummeting on worse than expected quarter guidance.y fell short of expectations. this despeights earnings surpassed expectations but user growth, with that is supply chain interruption. tvs with roku embedded they say whether it's auto manufacturers or consumer product companies, they have their own supply chain constraints and import constraints. some of those folks are starting to low down their marketing. and he said last year was an exceptional fourth quarter and there is starting to be a lot of advertising the stock was down about 10% earlier and now is down about 8% >> julia, thanks we have heard that before, if you don't have the goods, you don't advertise if you don't have the inventory >> it is enough to look past i think the stock is suffering from its success on the charts that's a disappointing number. the company still is at a valuation that is difficult. year over year it's up 51% despite falling 36%. i think the comps are tough. i think the pull forward is tough. i think there is an incredible amount of competition. we a

levy and roku making a fresh push into the content space.e fd anor netflix and disney plus straight ahead "closing bell" will be right back hey lily, i need a new wireless plan for my business, but all my employees need something different. oh, we can help with that. okay, imagine this. your mover, rob, he's on the scene and needs a plan with a mobile hotspot. we cut to downtown, your sales rep lisa has to send some files, like asap! so basically i can pick the right plan for each employee. yeah i should've just led with that. with at&t business. you can pick the best plan for each employee and get the best deals on every smart phone. ♪ ♪ xfinity rewards are our way of thanking you you can pick the best plan for each employee just for being with us. enjoy rewards like getting illumination's minions movie on us. xfinity mobile benefits. exclusive experiences, like the chance to win tickets to see watch what happens live. andy cohen: hey! it's me! and tasty recipes from bravo's top chef cheftestants that'll have you cooking like a pro. the lon

investors tearing up and turning off roku. stock down 12% after they cut the rating on the tv streaming platform and slashed its price target by $220 right now 243 and change. simply put, we think along streets revenue earnings estimates are too damn high. analyst cut roku's overall estimate for 2025 by 17%. he said after scrutinizing outlook he says lower video advertising revenue. down 18%, roku is on track for the lowest close in a year. tattooed chef surging by 13% after posting and earnings miss quarterly revenue reached a record high by an increase in tattooed chef branded products. the plant-based food company we should tell you running high at 35%. as we mentioned the president is touring the gm factory 0 in detroit with a chunk of infrastructure money aimed at electrification. how realistic is ceo declaration and gm will not just take on but overtake tesla elon musk. top tech evey analyst have fresh reports on those, a fox business exclusive to set the record straight on that in the eb gold rush, what's behind the new

roku assimilated but mr. boost avoidant. god is not entirely correct. ukraine agreed to eliminate its nuclear potential. after long negotiations and pressure from united states and russia. there are many ukrainians who regret the loss of their nuclear weapons. a unit. it genus him that v justin. victim wired up the will neuron. you keep them like, oh, less morton, with the north about the crew result of the northern bus. after such a statement, it was a blessing that president clinton and boris yeltsin had enough will and determination to make ukraine eliminate their nuclear weapons. but it wasn't for free with 1st, the united states offered ukraine $350000000.00 in aid by black mailing and a reversal towards russia. ukraine was able to bargain for another 175000000 to dismantle the nuclear weapons. and 155000000 in economic aid from the united states . but the ukrainian politicians clearly made about deal cost on perceived $2000000000.00 for the elimination of a nuclear potential 4 times smaller. and they received a 50 perc

the youngest roku roku is a woke do united states call as they put it for universal rules for space exploration last week. but for some reason, rascal to have ignored for many years, the initiative of russia and china to prepare a treaty to prevent an arms race in space. so they simply ignore it, insisting instead on the we're looking some sort of universal rules. however, the united states themselves were actively double looked the arms race cargo. francisco diego is a lecture at the department of physics and astronomy at university college london. he says more international regulation is needed to avoid a similar situation. says every also is not the media action is going to remain in order for a number of years and they will be there all the time. and they have being is deputy from other similar actions that the united states themselves on india and china. i understand i've also been similar test in the past years ago. so all of these calling, in my opinion, in my opinion of many of my colleagues, is calling for very urge and implementation on the outer space treat the outer space strictly f

connect tb at on roku tv. download the app and start an official message from medicare.ry it yet? comparing plans? oh yeah. they sure can change year to year. i found lower premiums and lower prescription costs. that'll save you money. so uh, mark? on medicare.gov now. open enrollment ends december 7th use the plan finder at medicare.gov to compare medicare health and prescription plans. comparing plans really pays. paid for by the u.s. department of health & human services dion: he had to walk before he could run, and for some, you've got to run before you can eat. a turkey trot this week. runners and walkers completed the 5k loop around the lake, finishing on grand avenue near macarthur boulevard. nearly 3000 people participated this year. the winner broke 16 minutes with a pace of five minutes and nine seconds per mile. that is really fast. thanksgiving football is back in the bay area and san jose state welcomed in there arrivals fresno state for a turkey day classic. abc 7 news reporter dustin dorsey brings us the sights and sounds from the southbay. dustin: turkey,

and aurora celebrating the l listing by spac at nasdaq. >>> we're talking about roku and streaming.m gets hits a billion in streaming. i see now talking about doj, simon & schuster >> yeah, the sale did get challenged by the doj. there was some question at the time of the announcement whether there was competition for publishing company as to whether or not that deal, if it was announced would get challenged it did but listen, advertising, you know, they had 13% year-over-year growth, a billion in streaming revenue, added, what, 4.3 million subs i think they're now at 47 million total. paramount plus, and they're excited about the "paws patrol 2. and "clifford the red dog. >> did you see credit suisse getting out? >> we mentioned archegos yesterday, but none crazy moves other than viacom. to your point, credit suisse, a big story today in the "wall street journal," they are out of prime brokerage entirely after suffering losses in excess of $5 billion from lending to -- >> they have a strong business in switzerland the question, in terms of private banking, what they do there and al

roku is a great example. i constantly heard entering the stock in 2018, what about google, what about amazon, netflix, et cetera? the issue that roku is still the top operating system in the country. so, we kind of have this idea that these smaller players can't take market share but in fact the opposite is true. charles: of course years ago when you talked technology it was always intel inside. you kind of knew. right now all these names that you're talking about that are powering all of this, we love the end product but we don't know what it is. what is on your radar now that nobody on financial tv is talking about? >> we really like bitcoin miners right now. we think they got way too beat up when bitcoin took its breather over the summer and into the early fall. we love the catalysts that china's loss is our gain here in the united states. a lot of bitcoin miners, all about it coin miners are moving out of china, relocating to texas. we think that will attract institutional interest. they have bitcoin on t

roku's strength has really been as thissing ary gator, the switzerland of streaming by bringing all of other content on but we know it's moving into this space and potentially losing youtube and who knows amazon prime that could weigh going forward >> yep and julia, you did a great curtain raiser on this yesterday talking about the challenges of the supply chain, whic certainly came home to roost but also maybe some lingering worries about the advertising business after what we heard from the likes of snap and we've talked about it at length on this show, the less marginal need to advertise if, in fact, you're worried about putting your goods on shelves. >> yeah. less marginal need to advertise they call that consumer products companies and automakers but there's also this question, deirdre, if they can just get more advertisers to come over on to their platform and to realize that it's a better platform for targeting than traditional tv and also, dee, remember when you're looking at the fact that companies like facebook are having a hard time targeting, maybe they can get some of thos

in the shareholder letter, roku said it expects the disruptions of the supply chain to continue into 2022. and impact product pricing, availability and advertising during the holiday season. >> okay. meantime, let's get an update on the democrats' social spending plan still a work in progress at this point. now it appears paid leave back on the table we'll go to washington d.c. where ylan mui joins us with the latest good morning. >> reporter: good morning. paid leave is back in democrats' social spending package after pressure from activists and well known company. the updated text was released yesterday and it includes four weeks of paid family or medical leave, estimated to cost about $200 billion starting in 2024. the women's caucus said the proposal is critical to ensuring millions of women can address their care needs and return to the workforce adding billions of dollars to our economy businesses large and small joined in the effort as well to restore paid leave, some of the big names include diageo, stitch fix, pinterest and sales force these benefits can help businesses attr

of double sanders when it comes to using weapons in space with numerous roku roku is a woke do united states call as they put it for universal rules for space exploration as well. but for some reason was going to have ignored for many years. the initiative of russia and china would to prepare a treaty to prevent an arms race in space, so they simply ignore it, insisting instead on the we're looking some sort of universal rules. however, do not states themselves. we're actively double oak the arms race pro, particle haine has more on the u. s. reaction now from washington. what we heard yesterday from the state department, pentagon, all condemning what they said was a provocative and dangerous move. but then again, you just heard from the russians, they say they're denying that it created any sort of danger in space. and they're saying that the u. s. is hypocritical and it didn't warrant to point out that the u . s. does have the same technology and in fact, used it in 2008 to down. what they said at the time was a satellite that was falling to earth and could oppose to danger. but it

oh, to dish where segment to the me a roku to venture anybody? my son nicholas: yeah. my son. no, but he is that good about that alternate? say do my dear? sure. for his blood. d. a good. good. this for so no green. it's on a border forever. some him are a bit lost in the room, but g e america reserve had still it's m than us here, or she had with the neighbor, dora. hello, ms. linda. booker package, the personal, the garcia, demography is sort of not broad. was a block, a lot busier than a vision used to greenland used for through up wishes on the soaps, laughing, theresa, when you will leave them of nothing else. so from your computer, your browser list and i haven't seen a can let me skip machine to greenland, you will be short of this with most of the speech best i will in late see ladies fit another would be like, but i will only put in yes. which me by them we have so but a mega who a tom store crane on those nice quizlet soak sleep. what can cell if lee was much more skewed, nestled in the weight of it. yeah. what it will korean is by it. so yes, no opposing, don't just

oh to sure 2nd then be a roku to venture anybody? my son nicholas. yeah, my son. no, but he is that good about that alternate said do my bare software, his blood d a good this so so no green. it's on a board that grab some him or a bit lost with a g e. america reserve has it with them than us. he or she had with the nearby daughter a window booted like is a person undergrads. you demography is sort of not broad. was a block of our busier division. yesco or greenland, for 3 of which is on the soaps, laughing kinda when you whistling them of machine. yeah. so from your computer your browser boost and i haven't seen a can let me skip machine to greenland. you will be short of this with most of this teach master will in late, silly district. another would be nice, but i will only put in yes, which me by them we have so but hey, mega to them. so crane those nice boys. the weight soap sleep, what can sell if lee was mosquito nestled to know it has of it. yeah. what you tell korean is by it's a traditional po, gina, don't just let me know. probably a good answer she plaz

i'll put no already to shore 2nd then be a roku to venture anybody? my son nick witcher massa. no, but he is that good about that? watching that say duma beer shop toys, blood t a buddhist so so no green. it's on a border there by some him or a bit lost with g e. america reserves dillard's him the most he or she had with the neighbor dora alu. oh me or in the book i'd like is the person in the garage it? demography is sort of broad. was a block of our busier division. yesco or greenland is for 3 of which is on the soaps, laughing juliessa when you were 3 of them of machine house, 1st from america for your root canal, gushing economy, scale mustang. until greenland, you will be sure this will most of the speech must have been laid. silly does fit in another way, but i believe we can. yes. which by at them we have so. but a mega who are tom stole crane. those nice boys. the weights, soaps, me, but then sal it's lee was mosquito nestled turnover has of it. yeah. what it, i will korean is by it. so i finish now posting that don't just let me know. probably a good answer she plaza.

oh, to shore segment the me a roku to venture anybody. my son nicholas you must. hm no, but he is that good about that alternate? say do my dear shoaf toys, blood d a b buddhist fossil no green its own a border? rabbi, some im are a bit lost in the room, but ear america reserve has dillard's them the most he or she have with the neighbor. dora a window booked a bike is a personal declarative demography is sort of not broad. was a block of our busier than a visual. yessir. grayling is through of which is on the soaps. laughing. theresa, when you will leave them of machine now. so from your computer your browser loosen . i haven't seen a can let me skip mustang until greenland. you will be short of this will. most of this teach best i will in late see ladies fit another would be nice, but i will only put in yes, which by at them we have still been a mega who are tom stole crane. those nice boys. the weight soap sleep, what can sell if lee was mosquito nestled to know because of it. yeah. what you tell korean is by it. so. yes, no opposing, don't just let out of mich

roku. dan: rain arrives tonig rain ari ♪ ♪ ♪ ♪ in cread setransportati onbenefits.ing mecadire advangeta benefit from sn cahealth pn lafor 2022 scan plans can inclu ldeow mamuxioum t-of-poct kecosts, compherensive dealnt coverag e, ansod much mo.re for thbee nefits atth matter stmo to you, ca ll scan 1at-877-21222-76. or askou yr agent ouabt scan. dan: for more than 70 years, disney has supported the u.s. green court toys for tots -- marine corps toys for tots foundation. they had a $500,000 datonion, remo than $20,000 going to the california chapters. but as ournc ahorxp elains, the maris neneed morthe an toys. >> this time ofea yr, we ese festive imagesik le this wnhe me report on the toys for tots foefrt in thbae y area. but instead omef etin agt the event ceernt like last year to sehoe w the drive is going, we are at the.s u. marine ccenterae ituns are tangki the pla ocef a falicity. >> we are kimang do. there are loa t of kids. we have to. >> in addionti to the 40 to 0,000 toys, they alsneo ed rewahouse scepa t ooffer items. joining me -- llte me ouabt why you

. >> not necessarily buying the roku >> business services is 13% of revenue.ever asked you about it but notice it's a larger percentage overall. is that an area that you can continue to accelerate >> it is it's actually an area through the pandemic that, you know, was difficult because a lot of businesses closed for perz of time, but we managed our way through that and the growth has returned and we have a large enterprise business where we're serving big, you know, facilities and we have a very small business enterprise business and both of them are growing nicely at the moment we have excellent networks, excellent products we've got managed services and enterprise and we have credibility now as a sophisticated carrier and businesses are choosing to relate to us it's actually a growth opportunity for us >> and finally, i'm just curious about you and your future, doing this for a long time. >> right. >> looking good. >> thank you. >> but, you know, i notice, i think it was your coo retiring. >> right. >> and some people wonder about succession do you have a pl

yeah. roku much. oh hello lynn lacey leon. he's hall. i am our amber bowden with lead. he colored only junior. i am palomina. i have been getting under my feet and i was in an accident. i never met with life. and the last of this year, both on a indonesia got both high and highland and god bless them. okay. and the dinner with papa. oh, i love love. okay. and a love for you. love it. as i look up a little bit on the lot other gotten called a couple other favor, doorbell out my bailey ah, i will be home on it. you know, i mean maybe how you will apply a lot of that. to me. hello. this is courtney and burnett. hello. yes. type hop on 2 minutes awhile. buttonwood mommy, him with a joy wait any one time or the bike with boys that busy now got boys at t ne, who's a honda of god i busy now at long evening. poa lockers who are how did that that they thought pretty busy now. wow, me a, some bro, kini low pipe on net. how about i sang quantum by how you can find to long take why my long nathan n a t y is set to base n column is holl, blah, blah, blah, by little problem on how t

yeah, i mean yeah. roku must oh hello lynn murphy leon. he'd hall oh my with amber bowden with a hello don't this in here i am taylor manor. i have one coming up under my feet and i was in an accident. i never met with life and i'm last year a indonesia couple times. i learned a little incredible. hop on oh, man of love. okay. and a love for you. love it. as i look up a day vandella to other gotten called a couple other favor will blow out my day with that i will be home on, you know, i mean maybe how you will. i will a lot of them to me. hello. this kick martini burnett. hello. yes, type hop on 2 minutes awhile, buttonwood mommy, him ah, i ha, ha, ha, wait any one time or the bicycle? no, i got a lot more t busy now. got boys at t ne, who's up on the oh god, i busy now. long evening. poa, lucas, who, how did that? that they thought pretty busy now. i mean, god, he, man, some boy can eat low python yet. how about i sang quantum by how you can find to long take why my long nathan t. where is that? t based in column is hall, blah blah blah by little bomb dropped on how she got betsy nane

about bon bon pack on, on the line with me on later. 05 will not let them you had a problem that yeah, roku must oh, hello. lynn murphy, liam he hall. i am i with amber, bowden with leg hidden. belladonna senior rand palomina. i have been getting her and her mother and i was in an incident. i never met with an m last this year. both of those are in when you check out both on taylor and god. bless them a little in palo hop on oh, man of love. okay. with mandy love. if we love it, if i look up and with daniel at other gotten called a couple other favor level out my me ah, i will be home on. yeah, no, i mean maybe how you will. i will a lot of that to me. hello. this is katie burnett. hello. yes. type hop on 2 minutes a while. what on with me in a to either one. ha, ha, ha, ha, ha. when any one of the boys at the busy now got boys to me on the set up. i've been denied long evening. why look how just neither did all but he denied me. call him some brought genie low python. yet how about that? my son kwame by how you can find that long take why my long evening. mm . ah. see where is that too bus

yeah. roku must oh, hello. lynn murphy. leon, he's hall. ah, you my with amber, bowden with he don't let him in ballard only to me. i am tele manner. i have been getting under my feet and i was in an accident. i never met with life and a blast of this year. broken up with our internet. i got both hands halon and god bless them. okay. and the dinner with papa. oh, i love love. okay. was the bottom of it and a love for you. love it. if i look up a little bit on the lot other gotten called a couple other favor law. my daily with that i will be home on. yeah. you know, i mean maybe how you will, i will, i'll of that to me. hello. this'll kick martini burnett. hello. yes. type hop on 2 minutes a while. but unless mommy, him with a joy weighed any point in time with a bike with boys that he busy now got boys at t ne, who's a home they'll come by busy now at long evening. poa locus hill. how did that that they thought pretty busy. now, wow, me a, some bro, kini la python, yet how about i sang quantum by how you can find to long take, why my long n

roku getting a downgrade today where people are just kind of taking the premium out of these long-term stories when they're not delivering right now we'll see if that is just enough residual doubt to keep them from getting to dangerous levels. berkshire hathaway is the ninth biggest stock in the s&p 500 warren buffet's company starting to roll again. hasn't done almost anything since may. if you look at a composite of railroads, insurance, energy infrastructure, all the different components, plus the blue chip stock portfolio, you wouldn't think it would be performing very differently. but it shows you there's really not a lot of premium in here right now for a berkshire. somewhat defensive stock it's at about 5% below its stocks some people view it as some kind of a bellwether though >> going back to your previous talk about how some of those raciest sectors have started to roll over, if rivian's move today is a sort of early sign of what's to come for the others, then that will have a bigger effect on broader sentiment if it does roll over like the other parts of those racy sub secto

know 155 million people use roku and stream billions of hours each quarter so roku they are thinkingt? so we might as well get 100% of all that. stuart: i didn't know roku put out original content. >> well they are starting to. stuart: this is the big deal, okay that is a big deal. >> it's a smart move. stuart: stocks up, um not much. netflix, what do you got? >> yeah, so actually they were rallying more than 1% last hour, and this is because of new covid curves in europe, germany, that means they are going to stream more netflix. stuart: so i'm told, robinhood? >> yeah, despite winning that meme stock lawsuit last night in massachusetts, deutsche bank is calling it a sell this morning only worth in their view $32 because deutsche bank says that meme stock euphoria is causing wall street to overestimate the growth when it comes to this , let's get back to apple by the way it's rallying maybe a little bit on that apple car news but i think it's because it's underperformed in the last few months, it's playing catch up to other big tech like google which we know is up some 80% this year

oy think the won't opportunities would be overstock and roku. >> overstock has done an amazing job, tot that there's a spike in the virus and consumers are once again nesting, i think that serving well for overstock roku, even if there's supply chain challenges, they should bet get -- i think the pullback makes it incredibly attractive right now. >>> you have the dow down 818 points we haven't seen the dow fall by this much since mid july the nasdaq is down almost 1% as well tom, just to wrap all of this up, the squall stay-at-home stocks, the tech nalgts that was beneficiaries, we're seeing these bounces now, but of course have sold off so dramatically in recent weeks, would you expect this to be sustained like overstock, like eithery, roku, et cetera. >> tom, thanks very much we will see how the day plays out here obviously promounced to the down side in terms of the index the s&p actually right now, though, is right at, you know, a low of a couple weeks ago. it's really just the -- you have essentially 90% of all stocks are down so that's kind of the first flush lower, as i was sayi

. >> this reminds me of roku in a way, right because what carl fundamentally was good about this companyo begin with, they did this video communication thing better than anybody in terms of call quality, in terms of stream quality, usability, they still have that. i think a question is how much can they continue to expand that and extend it, not just in consumer, in small business, in enterprise they tried with 5-9. that didn't work, but they still got that brand and they still got the stock currency. >> yep >>> our next guest meantime says the stock is, in fact, a high risk play, concerned with that slowing growth cuts target from 304 to 250. tyler, appreciate the time today. good morning >> good morning. happy thanksgiving. >> it does seem to be sort of a confused print we got a pop on the news after the bell last night and clearly the action that we're seeing today. what do you think -- try to clarify it for our viewers >> yeah. absolutely i think this was a quarter where it almost felt like the more you knew, the worst you felt to your point, the headline numbers, the reported revenu

it is free and available on roku, amazon fire, and apple tv.we are looking ahead to the best black friday deals. and keeping the peace at the thanksgiving table -- a tip when it comes to talking about covid and vaccines. also, an easy way to give to others this holiday season. as we had to break, taking a >> building a better bay area, moving forward, finding solutions, this is abc 7 news. kumasi: now now now now now noww thanksgiving traffic looking a lot like pre-pandemic times. the return of travel, big events, and big family gatherings. and mike is tracking a frost advisory and parts of the bay area this morning, but it will not last for too long. the seven-day forecast is showing off some 70 degrees days. i love to hear that, mike. good morning, everybody. it is thursday, november 25. happy thanksgiving. you are watching us on abc 7 mornings, hulu live, and wherever you stream. mike, how long will it be chilly? we have plans. mike: until about 9:00, and then rapid warming with sunshine and extremely dry air. in the north bay, lake and mend

jim, are we going to throw in the house at roku at $275? >> i don't know. i saw that vizio number, wasn't that crazy about it today. that is the tv i think that roku reminds me of the companies that do better in a pandemic and thank heavens the pandemic is winding down and i don't have much more to say about that it is peloton-istic. or as peloton-ruralistic something to think about to john in florida >> caller: hey, jim, how are you doing today? >> i'm doing well. how about you. >> caller: excellent big shout out to alex and ally my beg question is with rivian and all of the things we're seeing on in the market, do you think that inflation has been priced into the legacy stocks like fedex and tee and ford? >> well, i have to tell you, i like fred smith. and i like what he's build at fedex. and i think fedex could be a very good situation. i also like ford, it is owned by my travel trust as is united parcel and if you want to find out more data just become a member of our investment club and i urge you to do so by the way, here is a little known fact, okay

, sinking 1 % after a downgrade saying estimates are too high roku is down 11.5% finally shares of cassava science is down 22%. >> a huge move for cassav a right now. >>> aide fuelling the fight. in response the surging gasoline prices president biden telling the ftc to investigate big oil companies for quote, unquote, illegal practices. plus, despite inflation and other maskt risks should investors remain confident in the consumer we will discuss when "power lunch" returns after this. if you wake up thinking about the market and want to make the right moves fast... get decision tech from fidelity. [ cellphone vibrates ] you'll get proactive alerts for market events before they happen... and insights on every buy and sell decision. with zero-commission online u.s. stock and etf trades. for smarter trading decisions, get decision tech from fidelity. >>> 90 minutes left in the trading derek everybody. we want to get you caught up on all the markets, stocks, bonds, kmom tees and a consumer that won't back down. let's begin with the markets bob pisani is at the nyse. another leg down. >> visa

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ama: you can watch this on our connected tv app, roku, fire tv. >> eye. dan: a san francisco hairdresser describes the paintball attack that has left her partially blind. ama: international travelers will be able to visit the u.s. again. dan: gas prices are climbing in california, one county topping the bay area's $5 a gallon. >> rain is headed our way. the forecast, coming up. ama: first a look at what is coming up on "jimmy kimmel live." >> we have so much show tonight i might get sick. are you in "the antman" movie. >> we can talk about it. ♪ story we brought you last night, a san francisco police sergeant known for helping addicts get off the streets is accused of robbing a rite-aid as he battled his pain pill addiction. reporter: san francisco police sergeant devin cole has been with the department 27 years. his attorney says those who knew him are stunned at the allegations he is facing. a san mateo police department spokesman says wednesday night while off duty, he robbed this rite-aid, and resisted arrest. >> it is my understanding sergeant cole w

expectations for earnings on semis up 12% right now on some strong results after the bell with uber, roku, square, pinterest. dom chu has more key themes to watch here >> where has the momentum been over the course of the past month or so. and for the market overall, it's maybe been what you would expect for the s&p 500 at record highs that we just hit today, a lot of the movement has come in certain key sectors of the market, namely, in consumer discretionary and, of course, in energy we've seen oil prices going higher over the course of the last several months arguably since the last year since the pandemic lows. so, if you take a look at the sectors doing the best, it has been consumer discretionary. it has been energy the place that has been the biggest laggard is communication services and we've highlighted why that weakening momentum in social medium has been that trade. within the stocks that you want to watch, the ones that are gaining some of that speed have been in semiconductors you take a look at some of the big names like nvidia and tesla. tesla has been a big driver of the c

i'm in no, yeah, any min upset on roku cool, mama ro mean? madam jonah, my shout reconstruction in mosul has come to a full stop. the old town was ravaged by the fighting in 20179 months of urban warfare and unspeakable violence. still alive in everyone's mind. no one is ready to forgive. ah, not being hon and eunice is the rest agenda district. his role is to provide a link between the state and the population. he is the one who decides which families have the right to resettle. let's say i am and i'm a thing on monday. i'm indeed jim ethan is here, j a b. i need to pollute into her. mother's closer, john. fill out. i'm here to for them to follow me on that other way. dash i did. you had to hock, is she in the gym, the locker room, charlotte audible. if you look up with a bit smell dash one is so lou. malcolm for a little bit. your son or helen mccann. i'm i left with them on my dash is in for a mentor meliss, welcome to william makin by item as it will save us. but i bought a job, so i actually have to value a low level of software. you saw

along with weather and much more with our abc 7 bay area app on apple tv, android tb, fire tv, and rokuc 7 bay and download it for free. finally tonight in the southbay, viva calle returned to san jose today. event is part of a citywide program to get people outside to enjoy parks and outdoor spaces after covid-19 closures. several miles of san jose streets were closed to cars. residents could walk and bike, along with skate and play in the street, and activity hubs were also set up. the city's parks and wrecked apartment or planning two more for next spring. looks like fun. that's time we have for this edition of abc 7 news at 5:00. i'm dion lim. for all of us here, thank you so >>> tonight, the horror in houston. the massive crowd of 50,000 people erupting into deadly chaos. eight people killed, dozens more injured at the astroworld festival. fans surging toward the stage when rapper travis scott began. concertgoers overcome with fear, pushed to the ground by the crowd. some people trampled. others crushed against each other while standing, hardly able to breathe. those killed ranging

we did see some of the stay at home stocks diet peloton and roku. >> and other news this week an algorithm0 houses, what could go wrong? >> and nothing. especially are trying to flip those houses because flipping houses is not hard. zillow this week said it is exiting the housing business last about three and $80 million doing so. basically two things went wrong, and cello in this case was a bidding up, buying more aggressively even though we are in an elevated housing market. get that going against them. on the other hand this algorithm did not for inflation, labor shortage all these things up at the cost of doing those renovations higher. profit margins got squeezed and it looks like now a zealot might be selling about two thirds at the house of a discount what it paid one analyst put about 4.5% under what zillow paid for some of these houses. >> good time to be a buyer in those market. this feels like one of those things, carlton, signifies the top of the market. maybe not, maybe this is a low specific? >> we always get tempted to say hate nothing to see here. it seems like the cello ma

ama: you can watch this on our connected tv app, roku, fire tv. >> eye. dan: a san francisco hairdresser describes the paintball attack that has left her partially blind. ama: international travelers will be able to visit the u.s. again. dan: gas prices are climbing in california, one county topping the bay area's $5 a gallon. >> rain is headed our way. the forecast, coming up. ama: first a look at what is coming up on "jimmy kimmel live." >> we have so much show tonight i might get sick. are you in "the antman" movie. >> we can talk about it. ♪ from one moment to the next, our kids become the most important part of our lives. and even though the years pass, that never changes. we never stop worrying about them. that's why it's important to have health insurance. with covered california, we got a plan we could afford. it includes free preventive care, like cholesterol and blood-pressure checkups. because even though they grow up, they'll always be your baby. covered california. this way to health insurance. enroll by december 31st at coveredca.com. this w

i would avoid peloton, roku, they have been getting crushed but they don't look like they're done gettinged yet. jack: a strong stomach to invest in brazil, every little bit inattentive you could buy all of the emerging markets. what is your idea. >> i get a look at the alternate harvest, republicans recently introduced a bill to decriminalize marijuana. this is no longer a partisan issue is just an issue of settling the details. i think it is going to be going well for canada place. i'm going to tread carefully on the iq merger arbitrage etf. m&a has been hot in 2021 but were facing a tougher regulatory for deals going through and going in 2022. jacob bunch of cold goblets breaking up. i don't know the m&a will be as hot as it once was. jack: jack what you have. >> by verizon, 5% yield nobody wants to be part of it because they're worried about rising rates, bonds don't look like that, bonds don't look half that good. put the 5% in your pocket it is cheap i would stay away from brown-forman nothing against jack daniels and concerned about apple pie with whiskey going on with the flavors

you can watch on nbcbayarea.com, roku or our your tube channel. >>> let's take you outside. a live look in the south bay in san jose. jeff will rejoin us in a few minutes with the forecast heading into veterans day. perhaps a lot of parades tomorrow around town. stay with us. princess cruises was born right here in california. for over 55 years, we've been helping californians make the most of their precious vacation time. and right about now, we could all use a real vacation. so forget the road trips and rentals and sail with princess right from san francisco to the glaciers of alaska, the beautiful tropics of hawaii, the beaches of mexico or along the california coast. set sail with california's cruise line. book now at princess.com or call your travel advisor. >>> well, the price you pay for just about everything is getting steeper as in more expensive. food, gas, housing, a troubling new report out today shows this. look at that. the inflation from a year ago up more than 6%. that's the largest increase in consumer prices in more than 30 years. many economists are blamin

it's available through apple tv, amazon tv and roku. just download the app now and start streaming.and other volunteers served meals at the campbell village recreation center in west oakland. all of the food was prepared at castle mont high this week and dished out buffet style. >> three days leading up to the day, we were actually at castle mont high school doing prep work for three days straight. and then we served here in west oakland on thanksgiving day. and so students helped with the prep work and they also helped today. dion: that is awesome. the dinner is an annual event put on by regina's helping hands. they expected to serve about 400 people today. way to go. and that's it for this edition of abc 7 news at 6:00. i'm dion lim. for chris alvarez and all of us here, thanks so much for joining us. we wil my auntie called me. she said uncle's had a heart attack. i needed him to be here. your heart isn't just yours. protect it with bayer aspirin. be sure to talk to your doctor before you begin an aspirin regimen. when you open a jar of better than bouillon you open-up dinner tim

fire tv and roku.ing came early today for more than 100 north bay families in need. a a a san raf came through. dan: colonel bernard has the story. >> there's a turkey for you. thank you. >> veron johns got tall ingredients he needs for the perfect thanksgiving. >> that means i'm going have food on the table. it's hard to come by meals these days. >> the ritter center helping the underserved for 40 years. this year, the need has increased by 20% due to covid. >> with the rise of cost of food and g our goal is to make sure that every single family have food on the table thanksgiving. >> but this giveaway almost never happened. fierce storms in late october left the center heavily damaged. >> they had to shut down their operation because things were literally under water. >> the water was all the way to here. >> thousands of dollars of items had to be trashed. computers and furniture destroyed. we covered the aftermath and many of you stepped up to help >> the good news is thanks to abc7 airing the segme

apple tv, android tb, fire tv, and roku.bc 7 news bay and download all of them for free. tonight, concern over a covid winter surge. with thanks giving just around the corner, should be the rate about gathering with friends? what a bay area doctor once you to know. and the u.s. borders are ready to reopen. vaccinated international travelers are welcome started tomorrow, but are the airlines ready? we'll find out the answer coming up tonight at abc 7 news at 11:00. finally now in the southbay, viva calle returned to san jose today. the event is part of a citywide program to get people outside to enjoy parks and outdoor spaces after covid-19 closures. several miles of san jose streets were closed to cars. residents could walk and bike, along with skate and play in the street. also, you see activity hubs were set up. the city's parks and wrecked apartment or planning two more events for next spring. looks like fun. that's all for this edition of abc 7 news at 6:00. i'm dion lim. for all of us here, thank you so much for joining

it is available for apple tv, android tv, and was on fire tv and roku.aming. ama: >> dicky: from hollywood it's "jimmy kimmel live"! tonight -- jon bernthal, the bachelorette michelle young, and music from parker mccollum. and now - jimmy kimmel! [ cheers and applause ] ♪ >> jimmy: hi, everyone. thank you. oh, it's very nice. thank you. hi, everybody. that's very fine, i appreciate it. i'm jimmy, i'm the host of the show. thanks for watching. thanks for coming. i'm glad you're here. jon bernthal and michelle, the bachelorette, are with us tonight on "bachelorette" night here in the usa. e