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Jul 10, 2019
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i think it's a great breakthrough for amazon and it can't be bad for her either. >> speaking of amazon, you have prime day around the corner. it's almost been an unofficial kickoff for back to school spending it seems to be a key category and a moment that begins the spending for back to school. deloitte is also out with the back-to-school survey. overall spending relatively flat going back to school spending will be 29% compared to last year >> well, it's also the launch of the new beauty product that's coming out prime day. that will be one of the big launches do i expect them to do well? yes. amazon is taking over, along with walmart and target, back to school electronics are an online business electronics will be the big growth area. i think it will be big for amazon i think that's going to be pretty good. people have worried about the back half versus last year i'm not sure, i think the backpack is pretty close to normal the consumer is really strong. we're seeing great employment, rising wages, record employment. i just don't see how the back half is not going to be as strong eve
i think it's a great breakthrough for amazon and it can't be bad for her either. >> speaking of amazon, you have prime day around the corner. it's almost been an unofficial kickoff for back to school spending it seems to be a key category and a moment that begins the spending for back to school. deloitte is also out with the back-to-school survey. overall spending relatively flat going back to school spending will be 29% compared to last year >> well, it's also the launch of the new...
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Jul 15, 2019
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we make the hardware data center look like amazon if you are amazon customer and they have 30, 35% market share number one in the market they are preferred top partner we can help customers and we have many customers we talked about that are adopting the vmware cloud in aws. for the customers who said we're not an amazon shop, we quoted walmart in our announcement using azure. they have an option because we announced a partnership with azure. there are some customers that have other clouds. aws will be first and preferred forev for us, we want every customer that has vmware, azure, alibaba, google, aws, all embraced vmware >> that answers the second question, too dependent on amazon, clearly not and we don't mind having a great relationship with amazon. red hat merged with ibm last week i was concerned about the impact on vmware. they were actually surprisingly quite positive about vmware because red hat seems to like you. >> listen, ibm is a great partner of vmware. we love their services business. ibm cloud has 2,000 plus customers so we're going to partner really well with the team we
we make the hardware data center look like amazon if you are amazon customer and they have 30, 35% market share number one in the market they are preferred top partner we can help customers and we have many customers we talked about that are adopting the vmware cloud in aws. for the customers who said we're not an amazon shop, we quoted walmart in our announcement using azure. they have an option because we announced a partnership with azure. there are some customers that have other clouds. aws...
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Jul 15, 2019
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. >>> amazon has kicked off its annual shopping bonanza, prime day. this year's event will stretch over two days and is expected to be the retailer's biggest yet. elizabeth joins us with more tell us what to expect. >> that's right, so prime day is proving to be an increasingly por important day for amazon as it tries to lure in more subscriptions, which is that high margin business it sees possible sales growth in the past few quarters. we are looking at prime day this year this is a 48-hour event. it's gone up in length over the past few years last year is about 36 hours we're seeing a demand from amazon to keep people there longer by offering more than a million deals. this is a very international day. this is focused on markets not just in the u.s., but on trying to lure customers from all of its various markets with deals across the board last year 100 million products were sold, but ultimately what it comes down to is how this translates into sales. if you look at the historical data, what you can see is that this one day has turned into a prett
. >>> amazon has kicked off its annual shopping bonanza, prime day. this year's event will stretch over two days and is expected to be the retailer's biggest yet. elizabeth joins us with more tell us what to expect. >> that's right, so prime day is proving to be an increasingly por important day for amazon as it tries to lure in more subscriptions, which is that high margin business it sees possible sales growth in the past few quarters. we are looking at prime day this year this...
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Jul 11, 2019
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i mean i know amazon has a music services i don't think i've ever used it. >>m kr rr more off a spotify person >> i started with pandora and moved to amazon. maybe i should check it out. >> let's take a look up to the sky. so this is virgin galactic test launching the rocket they're dropped from a planefore their boosters switch on paved its way for the first launch to space. apparently it happened exactly as they planned it i feel like all the billionaires are going up to space or down to the sea. >> it use ood be sports teams and now it's spaces. >> year just chilling out on the the ground >> we're so claim. we hangout on earth all day. >>> more on that developing story in the it gulf a major story is gaining strength we're going to break down the impact on oil prices >>> and stocks could open at new ill-time highs where you can stl find opportunity in this rally when "world wide exchange" take prilosec otc and take control of heartburn. so you don't have to stash antacids here... here... or, here. kick your antacid habit with prilosec otc. one pill a day,
i mean i know amazon has a music services i don't think i've ever used it. >>m kr rr more off a spotify person >> i started with pandora and moved to amazon. maybe i should check it out. >> let's take a look up to the sky. so this is virgin galactic test launching the rocket they're dropped from a planefore their boosters switch on paved its way for the first launch to space. apparently it happened exactly as they planned it i feel like all the billionaires are going up to...
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Jul 24, 2019
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that is going to be profitable if amazon rises by 4%. the interesting thing here is taking advantage of the somewhat lower than average options premiums and using a spread to do it. they're able to get quite a lot of leverage on a relatively small move for amazon of 4% to the upside payout of about four to one. >> you probably saw this action, pete >> yes. >> how are you positioned? >> i love that kind of thing i'm not in amazon but i love that spread because it is a great risk/reward as mike was pointing out you are investing a dollar which you could lose the entire thing or if you hit a nice number and go up to push it higher, it could be suddenly $5. >> great leverage. >> great leverage. >> or more leverage as it is known here. >> on this side of the pond. >> please, sir. >> i'm going to give you one. >> okay. >> no doubt they will report a great quarter. however, is the setup as good as it was a month, month and a half ago when it was $1,800 stock. >> same thing about facebook. >> same thing that happened. facebook bounced against th
that is going to be profitable if amazon rises by 4%. the interesting thing here is taking advantage of the somewhat lower than average options premiums and using a spread to do it. they're able to get quite a lot of leverage on a relatively small move for amazon of 4% to the upside payout of about four to one. >> you probably saw this action, pete >> yes. >> how are you positioned? >> i love that kind of thing i'm not in amazon but i love that spread because it is a...
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Jul 17, 2019
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amazon's prime event we don't know how the full thing wrapped up it was the longest by 12 hours amazon has told us so far that worldwide sellers, predominantly small and medium sized businesses saw the biggest 24 hours sale day in amazon's history. amazon's first 24 hours of prime day sales were 79% higher than last year according to e-receipts adobe analytics says they saw a 64% increase in sales versus an average monday in july compared to last year's 54% growth on prime day. even the niche retailers saw a 30% increase on online sales based on an analysis of pain views, the echo show 5, fire tv stick with alexa remote and kindle paper weight were the top sellers. it makes sense because those were drastically discounted on amazon's sales day events. walmart during prime day, the page views there indicat instapot, the apple watch 3, the vizio 54 inch 4k tv were the big sellers. when you have a big peak and a swell of packages coming through the system at the same time, deliveries could be slower >> you need to tell sorkin about the exchange we did. >> the shoe store. >> you know about
amazon's prime event we don't know how the full thing wrapped up it was the longest by 12 hours amazon has told us so far that worldwide sellers, predominantly small and medium sized businesses saw the biggest 24 hours sale day in amazon's history. amazon's first 24 hours of prime day sales were 79% higher than last year according to e-receipts adobe analytics says they saw a 64% increase in sales versus an average monday in july compared to last year's 54% growth on prime day. even the niche...
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Jul 24, 2019
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analysts are likely looking for clarity on how amazon could respond to regulatory scrutiny amazon is usually quiet on this front but we'll see if tomorrow it is different. back to you. >> all right deidre, thank you. >>> alphabet set to report tomorrow josh lipton here with the preview. josh. >> reporter: so, sara, alphabet is up about 9% this year but it does badly lag the market and the tech sector. street expecting q2 eps of 11.32 billion. the company is facing head quins including slowing growth and increasing regulatory threats with the doj opening the antitrust review some believe google could be in the crosshairs in part given its market share in search guys, back to you. >> thanks for that a lot of after hours moving. >> facebook has slipped as well. so it looks like it will be a bit of a test here of the notion that earnings have been good enough, we have the fed, lots of things moving in the bull's direction. very good action today. >> and regulatory pile on. >> today's record -- >> a little bit. hey, it was a soft open today, too, and there was resilience throughout the da
analysts are likely looking for clarity on how amazon could respond to regulatory scrutiny amazon is usually quiet on this front but we'll see if tomorrow it is different. back to you. >> all right deidre, thank you. >>> alphabet set to report tomorrow josh lipton here with the preview. josh. >> reporter: so, sara, alphabet is up about 9% this year but it does badly lag the market and the tech sector. street expecting q2 eps of 11.32 billion. the company is facing head...
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Jul 18, 2019
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the amazon effect. the on-demand economy means it's more useful to have supplies closer to the economy where you can deliver quickly. one-day delivery will become a two-hour delivery and ultimately a report in the special report amazon is thinking, how can we get to 15-minute delivery. >> you can't do that from china. >> you can't but i guess that fine line vijay is the gap between what people are willing to pay for convenience and what they are simply willing to pay. >> this is the tension you put your finger right on it. as we move from an old model of globalization that was make it incredibly cheap, sell it at walmart for a few bucks. that was an efficient model. cut costs 1 or 2%. we're now entering a messier world of slow-balization but smarter, shorter, faster supply chains and that's going to create a lot of possibilities for companies that want to do, let's say, rapid turn around more innovation. innovation loops get faster when you're closer to the customer. >> so you look at india, for example
the amazon effect. the on-demand economy means it's more useful to have supplies closer to the economy where you can deliver quickly. one-day delivery will become a two-hour delivery and ultimately a report in the special report amazon is thinking, how can we get to 15-minute delivery. >> you can't do that from china. >> you can't but i guess that fine line vijay is the gap between what people are willing to pay for convenience and what they are simply willing to pay. >> this...
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Jul 15, 2019
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amazon has created this event. macy's played, nordstrom's played already, walmart and target will be huge players. all across the board, people say now i've got to have real product for july it can't just be clearance i'm going to compete i'm going to kick off back to school, and i'm going to do some business against amazon. everybody still loses market share to amazon at walmart and target because that's where the business goes, but everybody plays the game. >> is this new money that's being spent or are we just pulling forward money that would otherwise be spent >> are you always going to buy that go pro either way >> i was eventually going to -- i wanted to buy this go pro. right, if i'm the example, it's pulling it forward at a cheaper price. i would have probably gotten this go pro sometime in the fall, maybe for the holidays for the kids or whatever it is but now the go pro's on sale, and i want it. >> that's a fair point as to whether there's a potential kind of pull forward impact there is, but i think when
amazon has created this event. macy's played, nordstrom's played already, walmart and target will be huge players. all across the board, people say now i've got to have real product for july it can't just be clearance i'm going to compete i'm going to kick off back to school, and i'm going to do some business against amazon. everybody still loses market share to amazon at walmart and target because that's where the business goes, but everybody plays the game. >> is this new money that's...
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Jul 8, 2019
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some mangers like to buy the retail eft i think that's a mistake, though because 20% is amazon. home depot and walmart are 10% and costco is 5% you're getting a lot of good exposure and lower quality names in there, too. stick with the winners, don't you think? that's why i hate the sector efts stick with the ones i outlined if the job market stays strong, the stocks keep winning and winning and winning. stick with cramer. tell him we're flexible. don't worry. my dutch is ok. just ok? (in dutch) tell him we need this merger. (in dutch) it's happening..! just ok is not ok. especially when it comes to your network. at&t is america's best wireless network according to america's biggest test. now with 5g evolution. the first step to 5g. more for your thing. that's our thing. weveryone, looknk isn'tat your phones. the design thinking, the digital engineering, security, blockchain, and we will be first to market! yes. when we do we launch? unfortunately, in 2 or 3, hours. why the delay? cognizant is helping banks use digital technologies at scale to advance speed to market. >>> invest
some mangers like to buy the retail eft i think that's a mistake, though because 20% is amazon. home depot and walmart are 10% and costco is 5% you're getting a lot of good exposure and lower quality names in there, too. stick with the winners, don't you think? that's why i hate the sector efts stick with the ones i outlined if the job market stays strong, the stocks keep winning and winning and winning. stick with cramer. tell him we're flexible. don't worry. my dutch is ok. just ok? (in...
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Jul 10, 2019
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amazon, fresh all-time highs, underperforming last six months. take it now. >> grasso. >> you know what has no impact with trade or anything going on? match.com. >> match >> match group. >> what match? >> match group. >> whoa. >> up 71% year-to-date if you want to hold back, wait until it reaches 75. >> are you on that >> steve knows a lot about that. >> final drad? >> soar industries. >> interesting. >> for a >>> my mission is simple, to make you money i'm here to level the playing field for all investors. there is always a bull market somewhere and i promise to help you find it. "mad money" starts now. >> hey, i'm cramer welcome to "mad money. welcome to cramerica other people want to make friends, i'm trying to make you money. my job is to entertain, educate, teach you, explain it all. call me or tweet me @jimcramer that's it. okay i have had enough, right i keep hearing at today's rally dow gaining 77
amazon, fresh all-time highs, underperforming last six months. take it now. >> grasso. >> you know what has no impact with trade or anything going on? match.com. >> match >> match group. >> what match? >> match group. >> whoa. >> up 71% year-to-date if you want to hold back, wait until it reaches 75. >> are you on that >> steve knows a lot about that. >> final drad? >> soar industries. >> interesting. >> for a...
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Jul 12, 2019
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>> so i own amazon and i actually own amazon not for e commerce, not for prime day, of course this year prime days. but because of amazon web services here's a company that has an overall operating margin of 7%, the average company in the united states has won many the double digits. here's a situation where if they can continue to grow their revenues, 15 to 20% per year, their earnings growth because of expansion will probably grow at double that clip and so no, it's not inexpensive. never going to be a value stock, but then on the other hand, i think it shaould be a stake on anybody's portfolio. >> all right, fine, we get a share of each. that's kind of the seem i see with all of these. what happens if they go with facebook and you spin out the what's app and instagram spin out youtube for shareholders like me, it might be more valuable thanks, appreciate it. >> cool to be here zpl good to get your point of view >> all right this chart is a pretty picture for snap investors the share's up nearly 200% so will it continue to make investors smile? trading nation is is next and the nba se
>> so i own amazon and i actually own amazon not for e commerce, not for prime day, of course this year prime days. but because of amazon web services here's a company that has an overall operating margin of 7%, the average company in the united states has won many the double digits. here's a situation where if they can continue to grow their revenues, 15 to 20% per year, their earnings growth because of expansion will probably grow at double that clip and so no, it's not inexpensive....
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Jul 6, 2019
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amazon canceled plans for its new york headquarters, but bezos is still buying an apartment there. >>> the entrepreneur who's making a killing, killing flies. (danny) let me get this straight. after a long day of hard work... ...you have to do more work? (vo) automatically sort your expenses and save over 40 hours a month. (danny) every day you're nearly fried to a crisp, professionally! (vo) you earned it, we're here to make sure you get it. quickbooks. backing you. na blend of quality probiotics. and fermented whole food botanicals, expertly curated to naturally support your gut health every day. go with align whole food blend. from the pros in digestive health. >>> amazon ceo jeff bezos just went shopping, and when the richest man in the world buys something, he buys big we got a rare inside tour of the billionaire's luxury $80 million apartment in new york city it's this week's powerhouse. >> when you step off the elevator, what is your first experience size does matter >> reporter: you're getting an exclusive look inside amazon ceo's jeff bezos' brand-new penthouse. before the ri
amazon canceled plans for its new york headquarters, but bezos is still buying an apartment there. >>> the entrepreneur who's making a killing, killing flies. (danny) let me get this straight. after a long day of hard work... ...you have to do more work? (vo) automatically sort your expenses and save over 40 hours a month. (danny) every day you're nearly fried to a crisp, professionally! (vo) you earned it, we're here to make sure you get it. quickbooks. backing you. na blend of...
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Jul 26, 2019
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look out for amazon as far as the major logistics provider >> victor anthony of aegis capital. thank you. >> thank you >>> let's get to the action in the bond market today. rick santelli is tracking that at the cme >> hi, kelly two-day charts you see the big drop yesterday right at 8:30 eastern. at that time we were getting the durable goods headline also mario draghi. everything is pretty much the same pattern however, let's look at minus bund in mid-may. that's a good thing. let's out run. maybe we can out run the bad policy the questionable policy because as you look at the euro versus the dollar, the lowest level since may of 2017. maybe they are in thmanipulating their currency kelly, back to you. >> rick, thank you very much >>> coming up, beyond meat versus bitcoin and pet power and lean hog getting leaner that is in today's tasting menu. today's power house is 58,000 square feet. actual 2 karat gold covered front door we will take a look inside and check e icpot xtthpre inne every day, visionaries are creating the future. so, every day, we put our latest technology and
look out for amazon as far as the major logistics provider >> victor anthony of aegis capital. thank you. >> thank you >>> let's get to the action in the bond market today. rick santelli is tracking that at the cme >> hi, kelly two-day charts you see the big drop yesterday right at 8:30 eastern. at that time we were getting the durable goods headline also mario draghi. everything is pretty much the same pattern however, let's look at minus bund in mid-may. that's a...
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Jul 10, 2019
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amazon embraced her message of self-acceptance and of course this is a push by amazon to push further into cosmetics challenging alta and sephora. >> i don't know anythingabout makeup. >> what? you wear it every day. sure you do. >> try not to wear -- >> everybody wears makeup. >> i need as much help as i can get. >> really? its he hard to reveal the top states for business in the top of the hour. with a rundown of all of the diabolical hints we've had here's a look at yesterday's s& 500. through the at&t network, edge-to-edge intelligence gives you the power to see every corner of your growing business. from finding out what's selling best... to managing your fleet... to collaborating remotely with your teams. giving you a nice big edge over your competition. that's the power of edge-to-edge intelligence. >>> welcome back you're watching "squawk box" live from the nasdaq market site in times square. >>> good morning u.s. equities futures at this hour down 72 on the dow. those are some of the worst levels we've seen since we came in anyway this morning the s&p indicated down about 10.
amazon embraced her message of self-acceptance and of course this is a push by amazon to push further into cosmetics challenging alta and sephora. >> i don't know anythingabout makeup. >> what? you wear it every day. sure you do. >> try not to wear -- >> everybody wears makeup. >> i need as much help as i can get. >> really? its he hard to reveal the top states for business in the top of the hour. with a rundown of all of the diabolical hints we've had here's...
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Jul 24, 2019
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amazon down 1. these are not meaningful downside moves in light of what could be otherwise ominous headlines. >> you don't believe that if the government really put pressure on amazon and said, you know, this marketplace of yours, we don't like it. or if they go to apple which is dependent on services long-term, they made that a strategic part of their strategy, if they said this app store, you have to open it up. those -- anything like that or any push in that direction i would think would have an impact >> certainly the app stores are an area of vulnerability across apple and google i think if we think through what has been the traditional framework by which the government pursued antitrust, it's been largely grounded in consumer price and choice. with the app stores, you have things that do demonstrate kind of common carrier characteristics which have been long regulated >> what is the lesson of the at&t/time warner transaction that was one transaction where most people who studied anti trust wou
amazon down 1. these are not meaningful downside moves in light of what could be otherwise ominous headlines. >> you don't believe that if the government really put pressure on amazon and said, you know, this marketplace of yours, we don't like it. or if they go to apple which is dependent on services long-term, they made that a strategic part of their strategy, if they said this app store, you have to open it up. those -- anything like that or any push in that direction i would think...
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Jul 25, 2019
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on the nasdaq, amazon will release its second quarter results. investors would like to focus on how the firm manages costs from the one-day shipping strategy is announced for u.s. customers joining us around the december desk is jonathan ringer. i don't want to get too much into the weeds of the one-day shipping strategy, if you're not a giant firm like amazon or alibaba, how do you survive? >> it's tough. the market is going through extraordinary change well known names are struggling to survive the things that mattered in the past, strong local position, good product, less service, they're still important. but the rules of the game have changed. now retailers need to excel at technology, at data analytics and at innovation. people like amazon and alibaba are changing the game and setting a new hurdle on those dimensions >> how much has the tech structure contributed to that, in the sense that anyone with an online presence has not been taxed the way bricks and mortar businesses have been taxed you have rental expenses, et cetera now it's part o
on the nasdaq, amazon will release its second quarter results. investors would like to focus on how the firm manages costs from the one-day shipping strategy is announced for u.s. customers joining us around the december desk is jonathan ringer. i don't want to get too much into the weeds of the one-day shipping strategy, if you're not a giant firm like amazon or alibaba, how do you survive? >> it's tough. the market is going through extraordinary change well known names are struggling to...
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Jul 11, 2019
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amazon was 6%. apple was about 4% facebook, 3% jpmorgan, surprise there, that was about 2% you put it all together, the top ten companies in the s&p were 34% of the gain from 2,000 to 3,000. the other 490 were the other 66% of the reason that we went up. that's my point. you see, 10, 15 companies are the ones that matter if they move, the whole market moves and nothing else really is that important overall why are these tech-oriented companies so important why are people doing anything to get ahold of them? that's where the growth is that's where the majority of the world growth is. investors will pay anything at this point for growth. carl, back to you. >> bob, as you're talking, got dow 27k for the first time let's get to the bond pits rick santelli, good morning. >> yes, some historic markers going on look at the three-day chart of several parts of the yield curve. let's start out with two-year note yields. you can see that they are definitely right side lower than the left side. now, let's move
amazon was 6%. apple was about 4% facebook, 3% jpmorgan, surprise there, that was about 2% you put it all together, the top ten companies in the s&p were 34% of the gain from 2,000 to 3,000. the other 490 were the other 66% of the reason that we went up. that's my point. you see, 10, 15 companies are the ones that matter if they move, the whole market moves and nothing else really is that important overall why are these tech-oriented companies so important why are people doing anything to...
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Jul 22, 2019
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we will get mark's take on amazon another time. back over to you guys. >> thank you very much mike santoli >> ahead on "power lunch," tensions with iran heating up. what it means for the oil and potentially the broader market next plus, it's disney's world and we're living in it is it cornering the film market, and how one opioid manufacturer is looking to the lessons of the crisis as it deals with mounting legal troubles we'll explain all of this when "power lunch" returns. >> and now, the latest from tradingnation.cnbc.com and a word from our sponsor. >> overbought and oversold indicators are generally used differently depending on whether the stock is range bound or trending look to buy a range bound market when an oscillator such as the rsi falled into oversold territory and then moves back above it look to sell a range bound market when the oscillator rises into overbought territory and then drops below it. i'm lee bohl and schwab is the better place for traders (soft music) - when i see obstacles, i create opportunities. - wh
we will get mark's take on amazon another time. back over to you guys. >> thank you very much mike santoli >> ahead on "power lunch," tensions with iran heating up. what it means for the oil and potentially the broader market next plus, it's disney's world and we're living in it is it cornering the film market, and how one opioid manufacturer is looking to the lessons of the crisis as it deals with mounting legal troubles we'll explain all of this when "power...
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Jul 10, 2019
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prime bring any good news to amazon stock >> i like amazon amazon and disney are charitable trust stocks forever i believe in both. i don't want to trade them yo you have to own them and that, ladies and gentlemen, is the conclusion of the lightning round. >> announcer: the lightning round is sponsored by t.d. america air america air ameritrade america air ♪♪ ameritrade >>> just because you love the product, it doesn't mean you should love the stock. i love levi strauss. you're dressed for a lack of success with it plummeting 12% today on hideous guidance. levis came public on march 21st. the first belig deal of the yea and primed the pump for the big ipo cycle. levi is the company has a storied history and kicking around since 1853. it has terrific management we had on the show chip burg, ceo seasoned executive so it made sense why the stock immediately went to a premium after pricing at $17 it spiked up to $22.20 at the open and closed at $23.66 big success. they were trading at 22 times earnings which was more expensive than the average apparel stock, not totally unhinged but this
prime bring any good news to amazon stock >> i like amazon amazon and disney are charitable trust stocks forever i believe in both. i don't want to trade them yo you have to own them and that, ladies and gentlemen, is the conclusion of the lightning round. >> announcer: the lightning round is sponsored by t.d. america air america air ameritrade america air ♪♪ ameritrade >>> just because you love the product, it doesn't mean you should love the stock. i love levi...
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Jul 16, 2019
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if i you viewed most at risk, probably amazon, baba, facebook. least would be apple >> why amazon? >> because two distinct businesses and i think that is really where i think investors went from background noise a little more of a focus to see what comes out of hearings. >> and what is your take, david, so which is most at risk >> i think the companies most at risk, facebook clearly in the crosshairs of regulatoregulator obviously if you look at amazon and their ability to control the access of thousands of businesses to their customers across the aws platform, i would see amazon as being more at risk perhaps than facebook. facebook already has enough issues of their own to begin with and as we look at government interest in the tech sector, and these companies specifically, we also have to look over towards europe and see what france is proposed around the digital services tax so from that standpoint, looking at government oversight and regulation of tech, it is not just the u.s., but progrperhapse global >> and do you feel like it is priced into the stocks this political risk >>
if i you viewed most at risk, probably amazon, baba, facebook. least would be apple >> why amazon? >> because two distinct businesses and i think that is really where i think investors went from background noise a little more of a focus to see what comes out of hearings. >> and what is your take, david, so which is most at risk >> i think the companies most at risk, facebook clearly in the crosshairs of regulatoregulator obviously if you look at amazon and their ability...
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Jul 8, 2019
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amazon, home depot, starbucks and nike outperforming and jay jacobs of global x funds are here to tell us what this means for the investors. here we have the top five names in the consumer discretionary group. when they outperform they're $100 billion or more, the whole consumer discretionary group will outperform. amazon is 25% of the sector. >> right if you look at xly then the heavyweights performing well are what you want to have and the smaller names in the s&p 500 if those underperform then something like the invesco rcd is going to lag. you need to understand what's inside of each portfolio. >> equal weight isn't doing it the big guys are moving this "l" brands and best buy did all right. when you deal with market cap weighted indexes they're not the ones that move if you're picking stocks they'll do all right how -- do you buy the index or buy individual names or take the risk >> if you want market weighted or for the representativeness, that's one way if you want to laser in on some of the high growth names you can look at funds like millennials which targets specific companie
amazon, home depot, starbucks and nike outperforming and jay jacobs of global x funds are here to tell us what this means for the investors. here we have the top five names in the consumer discretionary group. when they outperform they're $100 billion or more, the whole consumer discretionary group will outperform. amazon is 25% of the sector. >> right if you look at xly then the heavyweights performing well are what you want to have and the smaller names in the s&p 500 if those...
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Jul 10, 2019
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so amazon did what it knows best, crunched the numbers. >> we had lots of data, from external sources, data we gathered and data from the responses that the locations gave to us. >> on workforce, transportation, education. >> we knew it was going to be competitive. >> in crystal city, matthew kelly, saw amazon as a catalyst for his firm's plans to develop the millions of square feet of office space it owns. >> we were offering things they were looking for, in terms of workforce, infrastructure, labor pool. >> it took a coordinated push by the company and state and local government. >> we said one of the ways we provide value is by investing in our human capital. >> virginia's bid was the only one that included a new college campus next door. >> what was unique about virginia was the commitment to developing the long-term talent pipeline and virginia is also a great place to do business. >> so they get through all of that analysis and they get to september, a year into the process and they realize, they can't come up with 25,000 people to hire in one place it's too much of a task for a
so amazon did what it knows best, crunched the numbers. >> we had lots of data, from external sources, data we gathered and data from the responses that the locations gave to us. >> on workforce, transportation, education. >> we knew it was going to be competitive. >> in crystal city, matthew kelly, saw amazon as a catalyst for his firm's plans to develop the millions of square feet of office space it owns. >> we were offering things they were looking for, in terms...
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Jul 11, 2019
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the amazons? >> those are the games i don't know that i shifted away from those names, but when you look at the names, fang names. expand it more and look at what microsoft has been doing and look at cisco. they have been performing. part ofs that that when we look at the companies and you look at the growth perspective and the guidance from the various names, by the way, i know when we are talking about the earnings and everybody is concerned about the numbers in the past or whatever, there were names out there that absolutely crushed it. they crush it on their revenues and you are seeing some of it in the semis as well. a lot of these names, there is a lot of different areas right now that you can put your money. financials is the biggest let. everybody knows that it has been that debt stone that when does that finally kick in it still hasn't. >> this is going to be the question for the next many weeks. whether the market is expecting too much from the fed. let's bring in mike at the new york st
the amazons? >> those are the games i don't know that i shifted away from those names, but when you look at the names, fang names. expand it more and look at what microsoft has been doing and look at cisco. they have been performing. part ofs that that when we look at the companies and you look at the growth perspective and the guidance from the various names, by the way, i know when we are talking about the earnings and everybody is concerned about the numbers in the past or whatever,...
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Jul 8, 2019
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>> we still like amazon because of the cloud, you know, focus they have where aws. as you know, they're the leader in infrastructure service. last quarter they grew that segment by about 41% we would expect amazon to continue to morph itself away from what we consider their core business as they kind of expand out into these other thing you guys have well documented their efforts into getting into the pharmaceutical distribution business they have gotten into all kinds of things. so to me the future for them is really the cloud because that is by far the most exciting aspect of their business. it actually encompasses a very small portion of their sales that is an area we feel very strongly about in regards to amazon going into the future i ask you that on a morning when apple got downgraded to a cell at rosen blat and they're talking about the fundamentals of the company deteriorating over the next 6 to 12 months >> i think you're right. apple is by far the company that will be under the most heat. you've had a couple of brokerage firms downgrade them as you mention
>> we still like amazon because of the cloud, you know, focus they have where aws. as you know, they're the leader in infrastructure service. last quarter they grew that segment by about 41% we would expect amazon to continue to morph itself away from what we consider their core business as they kind of expand out into these other thing you guys have well documented their efforts into getting into the pharmaceutical distribution business they have gotten into all kinds of things. so to me...
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Jul 13, 2019
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give you consultants to kind of help you navigate the big amazon landscape. we're like an extension of your team. lemonis: i thought lisa did great. she went from somebody feeling like she didn't belong somewhere, to sitting in a conference room at amazon's new york headquarters basically saying, "we're entrepreneurs. let's do business together." thank you very much. jennifer: thanks so much. sallie ann: yeah. thank you, marcus. lemonis: after meeting with amazon, i asked cory and lisa to meet me in downtown englewood. there was some unfinished business i wanted to discuss. we are gonna look at office spaces, right? so walk me through the whole office idea that you guys have. lisa: let's say we have new accounts, new clients, it's not gonna look good. you can't come to my house, and people are gonna starbucks or coffee shops, which is what we currently do. lemonis: what do you think, cory? cory: i think we need it because we're gonna need customer service, too, when we get online. we're gonna need an account department to get accounts. lemonis: so let's just
give you consultants to kind of help you navigate the big amazon landscape. we're like an extension of your team. lemonis: i thought lisa did great. she went from somebody feeling like she didn't belong somewhere, to sitting in a conference room at amazon's new york headquarters basically saying, "we're entrepreneurs. let's do business together." thank you very much. jennifer: thanks so much. sallie ann: yeah. thank you, marcus. lemonis: after meeting with amazon, i asked cory and...
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Jul 11, 2019
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amazon hits the right note and american eagle jumps on the cbd bandwagon. that's all ahead in rapid fire advanced safety technology on a full line of vehicles. now, at the lexus golden opportunity sales event. lease the 2019 es 350 for $379 a month, for 36 months, and we'll make your first month's payment. experience amazing. - my degree from snhu has helped me tremendously. (gentle music) the flexible class schedules allow me to go to work full-time, run my catering business and be a mom and parent. when i reached this accomplishment, it was like, it's here, it's happening, it's now. souwe, atern new hampshire university, are the ones who succeed. we are the ones who break through. >>> welcome back let's catch you up on a few stories that should be on your radar today. it's rapid fire. here with their takes are leslie picker bill, you're supposed to be in that chair today >> that chair? >> youwant to switch >> no, i'm -- no, no, wait i'm hooked up to the chair can't do that. >> i was going to say. i know our director can handle it alan can handle anything
amazon hits the right note and american eagle jumps on the cbd bandwagon. that's all ahead in rapid fire advanced safety technology on a full line of vehicles. now, at the lexus golden opportunity sales event. lease the 2019 es 350 for $379 a month, for 36 months, and we'll make your first month's payment. experience amazing. - my degree from snhu has helped me tremendously. (gentle music) the flexible class schedules allow me to go to work full-time, run my catering business and be a mom and...
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Jul 9, 2019
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amazon on a high today approaching 2050 and netflix 419 all-time high. some of the names we have forgotten about, they are beginning to participate, once again. this is not an environment that indicates this thing will free fall and we'll go into a selloff. >> when is the meeting, in a couple weeks >> yeah. >> what if we get our act together, again. the bulls. new all-time high. >> i don't think the all-time high or not makes that much of a difference to the fed. i think that extreme market moves like being down a lot matters. it's asymmetric approach. >> the fed cut rates in 1995 and the stock market made an all-time high that day the day they did it. >> also '07. >> let me finish my thought. the reason they cut rates in 1995 was not because the economy was in bad shape they were undoing some of what they had done in 1994. if that's the justification for this they think they went too far in december and this is a give back it's forgivable. not like people are going to say, the fed has lost control. i'm not like 100% anti, but it's way more about optics
amazon on a high today approaching 2050 and netflix 419 all-time high. some of the names we have forgotten about, they are beginning to participate, once again. this is not an environment that indicates this thing will free fall and we'll go into a selloff. >> when is the meeting, in a couple weeks >> yeah. >> what if we get our act together, again. the bulls. new all-time high. >> i don't think the all-time high or not makes that much of a difference to the fed. i think...
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Jul 22, 2019
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we'll hear from phobia, amazon, alphabet we're a week away from the fed's decision on rates. and then the president today is tweeting it's far more costly for the fed to cut deeper if the economy actually does in the future turn down very inexpensive in fact productive to move now the fed raised and tightened far too much and too fast. in other words, they missed it big. don't miss it again. of course now the fed blackout window is in place so we won't get a response to that, jim, before the meeting. >> look, the president is -- he wants that last hike repealed. i think that we have to -- he's obviously a lightning rod beyond belief, but it's perfectly reasonable for him to say that if only because it was wrong let's look at the substance of what he's saying our rates are much higher than everybody else that's absolutely true there is a definitive slowdown in the u.s. economy, absolutely true should our rates be this high? no so jay powell should have just said, listen, we're going to cut or cut now but he would have looked like he was panicking and had to wait a few months t
we'll hear from phobia, amazon, alphabet we're a week away from the fed's decision on rates. and then the president today is tweeting it's far more costly for the fed to cut deeper if the economy actually does in the future turn down very inexpensive in fact productive to move now the fed raised and tightened far too much and too fast. in other words, they missed it big. don't miss it again. of course now the fed blackout window is in place so we won't get a response to that, jim, before the...
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Jul 25, 2019
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amazon a little smaller of a business but it's expected to grow faster because it's not as mature >> julia, what jumped out to you about facebook last night which, again, put up -- just showed the business continues to execute despite all the headwinds it's facing >> facebook growing as revenue faster than expected what i thought was so interesting, kelly, was during the earnings call last night there was a moment where the stock turned around. it had been higher and reversed and went into the red. that's when the cfo warned that they expect revenue to have a pronounced deceleration in the fourth quarter and going into 2020 and he said that's because of uncertainties around ad targeting. i do think facebook is not entirely out of the woods yet, and they don't entirely know how some of these changes in terms of a regulatory standpoint and in terms of consumer behavior around privacy are going to impact their ad business >> which raises the larger question, is their efficacy driven by the very practices that regulators are trying to crack down on? >> it's going to be a huge impact on t
amazon a little smaller of a business but it's expected to grow faster because it's not as mature >> julia, what jumped out to you about facebook last night which, again, put up -- just showed the business continues to execute despite all the headwinds it's facing >> facebook growing as revenue faster than expected what i thought was so interesting, kelly, was during the earnings call last night there was a moment where the stock turned around. it had been higher and reversed and...
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Jul 12, 2019
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prime day isn't just a big day for amazon though. it has created a halo effect for rivals, many which offer competing deals. adobe analytics predicts sales could surge 79% compared to an average monday or tuesday in july >>> thank you very much. now chewy is set to post results for the first time since going public lesley pickard has the preview hey, lesley. >> hey, wolf that stock up 55% since its ipo just last month. a slew of analysts initiated coverage on chewy this week with more holds than buys actually. the main bearish case on the street is valuation. the stock popped in its ipo as investors clamored for the largest pure play online pet retailer the bulls, however, point to chewy's growth and a recession-proof category with a path to profitability. chewy's first quarter earnings are due out after the market close on thursday with a conference call to follow. we will be listening in, guys. >> leslie, thank you >>> sticking with earnings, the big banks also set to post results next week. wilfred, you will be busy. what should w
prime day isn't just a big day for amazon though. it has created a halo effect for rivals, many which offer competing deals. adobe analytics predicts sales could surge 79% compared to an average monday or tuesday in july >>> thank you very much. now chewy is set to post results for the first time since going public lesley pickard has the preview hey, lesley. >> hey, wolf that stock up 55% since its ipo just last month. a slew of analysts initiated coverage on chewy this week with...
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Jul 26, 2019
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deidre >> amazon is in full spending mode and that is cutting in to profits. investors, they don't seem to mind much because higher spend translated in to faster top line growth within day shipping costs may be bigger than expected, but as the cfo noted, they have been down this road before with warehouses and fulfillment, the willingness to spend on innovation in the past rather than deliver profit has paid off so far. so investors remain patient for now. this time around though, things could be different amazon is facing international and of course regulatory challenges >> deidre, thank you alphabet is on pace for its best day since 2015 actually contributing a huge chunk of today's index gains josh lipton has more in san francisco. >> so heading into this print alphabet was lagging the market and tech sector, but today i investors are mil piling in. easing fears of slowing growth that have weighed on the name. and the company gave investors something else they wanted too, more disclosure. revealing that its cloud business is now on track to rake in more tha
deidre >> amazon is in full spending mode and that is cutting in to profits. investors, they don't seem to mind much because higher spend translated in to faster top line growth within day shipping costs may be bigger than expected, but as the cfo noted, they have been down this road before with warehouses and fulfillment, the willingness to spend on innovation in the past rather than deliver profit has paid off so far. so investors remain patient for now. this time around though, things...
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Jul 5, 2019
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as opposed to offering a one-time toaster >> if we're now analogizing if that's a word. >> it is >> amazon prime, costco gold, and spotify to a toaster what, does that tell us about those businesses >> or our consumption. you open a bank account and you fall asleep. you never leave. >> unless they charge me a fee >> even if they charge you a fee, when was the last time you changed banks? >> the reason why is because i've always found the situation that i paid the least amount of fees on or zero fees no matter how much i have to transfer. >> do you bank-hop that much >> i don't bank-hop. i always find a product within my banking organization that allows me to have a fee-free situation. >> i had to change upon marriage and let me tell you, it took a lot of in-person long, drawn out. good luck. >> i hoped he was worth it [ laughter ] >> my wife and i both have separate >> so do we. >> separate banks. >>> topic for you. here's a new school. bitcoin has rebounded big time this year. and a new study shows just how energy intensive the crypto currency can be. cambridge researchers shows us that t
as opposed to offering a one-time toaster >> if we're now analogizing if that's a word. >> it is >> amazon prime, costco gold, and spotify to a toaster what, does that tell us about those businesses >> or our consumption. you open a bank account and you fall asleep. you never leave. >> unless they charge me a fee >> even if they charge you a fee, when was the last time you changed banks? >> the reason why is because i've always found the situation that...
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Jul 2, 2019
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walmart, amazon, and target are all racing to deliver faster amazon spending $800 million in just one quarter to get closer to one-day shipping for prime members. walmart is expanding one-day free shipping without a membership to more cities as the time goes on, and target is offering same day shipping for $10. third, store closures. around 7,000 store closures have been announced this year, outpacing all of 2018. core sight research projects total closures could hit 12,000 by the end of the year, opening up opportunity for those left. >> that's courtney reagan. let's take a closer look at the second half of the year for retail and talk about the nike story everybody is talking about. joining us now are liz dunn, and simien siegel. so liz, just starting with you, i mean, we have seen a ton of closures again this year, even though the economy is still growing and some retailers are doing great. where would you be putting your money? >> there's a bifurcation happening between the haves and have nots. shopping is moving away from malls and towards the largest retailers. if you look at th
walmart, amazon, and target are all racing to deliver faster amazon spending $800 million in just one quarter to get closer to one-day shipping for prime members. walmart is expanding one-day free shipping without a membership to more cities as the time goes on, and target is offering same day shipping for $10. third, store closures. around 7,000 store closures have been announced this year, outpacing all of 2018. core sight research projects total closures could hit 12,000 by the end of the...
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Jul 23, 2019
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that's not true anymore because there's so much competition at the top of the food chain between amazon, walmart, target and the rest of them that everybody else has got to adapt. and some are doing it better than others. >> right, but can they adapt enough i guess what i'm saying is, if you were inheriting these businesses, you know, it's one thing to start another business, we understand how to do that what do you do if you're a legacy department store? what are your options? >> you have to be able to use your stores effectively. that's a drum we have been beating for a while. you can't just go out and close stores willy-nilly you have to find a way to integrate them into a multichannel system and use them to support your online businesses if you have the money, you can do that. if you don't have the money, if you're a poorer credit quality department store chain or anybody else, you don't have the money. you can't do it. there's only so much money in the bucket for you to be able to use to adamept your business if you have it, you have a chance if you don't have it, it's a tough road
that's not true anymore because there's so much competition at the top of the food chain between amazon, walmart, target and the rest of them that everybody else has got to adapt. and some are doing it better than others. >> right, but can they adapt enough i guess what i'm saying is, if you were inheriting these businesses, you know, it's one thing to start another business, we understand how to do that what do you do if you're a legacy department store? what are your options? >>...
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Jul 11, 2019
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consumer discretionary, that's amazon and home depot, essentially. let me show you the biggest stock s that were out there. microsoft was almost 7% of the reason we got from 2,000 to 3,000. of all the gain, it was amazon you put these top five together, facebook and apple and jpmorgan, the top ten companies in the s&p 500 accounted for 34% of the gain from 2000 put up the next full screen, from 2000 to 3,000, ten companies accounted for two-thirds of the gain why do we keep paying all of this money for technology stocks what's where the growth is, kelly. growth is hard to find investors are paying anything for growth that's in technology >> so the fed chair, mr. powell, fueling the markets to new highs again today. he have testify today again in front of congress. he said that monetary policy have not been as accommodative as could have been what a change from last december and that the relationship between unemployment and inflation has gone away. the phillips curve he's also worried about the global manufacturing pullback. has the fed just given th
consumer discretionary, that's amazon and home depot, essentially. let me show you the biggest stock s that were out there. microsoft was almost 7% of the reason we got from 2,000 to 3,000. of all the gain, it was amazon you put these top five together, facebook and apple and jpmorgan, the top ten companies in the s&p 500 accounted for 34% of the gain from 2000 put up the next full screen, from 2000 to 3,000, ten companies accounted for two-thirds of the gain why do we keep paying all of...
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Jul 30, 2019
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i mean, amazon is off a hundred bucks from july 12th, but really, in kind of a weak take for large cap today, as well it's hard to read. >> true, indeed. >>> let's get over to sue herrera now for a knnews update. >> here's what's happening at this hour. president trump talking to reporters before heading to historic jamestown in virginia to commemorate the 400th anniversary of american democracy. he says black legislatures who plan to boycott his appearance are going against people of color. >> they're so happy that i pointed out the corrupt politics of baltimore it's filthy dirty, it's so horrible, and they are happy as hell so you may have a couple of politicians boycott, but it's all a fix. >> thousands of sudanese students have taken to the streets. security forces fired live ammunition on monday to disperse student protests, killing at least five people. >>> and take a look at this. a cable stayed bridge with the world's largest and heaviest span was rotated into position in northern china and that bridge will have eight lanes on its 130-foot-wide deck the bridge's total weight, i
i mean, amazon is off a hundred bucks from july 12th, but really, in kind of a weak take for large cap today, as well it's hard to read. >> true, indeed. >>> let's get over to sue herrera now for a knnews update. >> here's what's happening at this hour. president trump talking to reporters before heading to historic jamestown in virginia to commemorate the 400th anniversary of american democracy. he says black legislatures who plan to boycott his appearance are going...
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Jul 12, 2019
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amazon's bonanza kicks off at 3:00 a.m. monday this year it's over two days it's expected to generate nearly $6 billion in sales for amazon interestingly enough, big names like walmart, target, and best buy now offering up their own deals. this is turning into the new black friday >> it is and the question is will people actually turn to the competitors or will they just go where they think they can get these deals in what's known for just having the lowest prices? i will say, though, stretching it out to 48 hours does give consumers more of an opportunity to do some price discovery by looking at other sites. so we'll see how that translates into sales >> i've been a long-time prime member i am overwhelmed and it's not even prime day yet i am overwhelmed in the lead-up to prime day i've got the coupon that says they're going to give me 10% off prime if i shop at whole foods i'm about ready to say no to cyber shopping all together because i'm so overwhelmed >> wow >> i mean, am i a leading indicator? maybe. >> on the cutting
amazon's bonanza kicks off at 3:00 a.m. monday this year it's over two days it's expected to generate nearly $6 billion in sales for amazon interestingly enough, big names like walmart, target, and best buy now offering up their own deals. this is turning into the new black friday >> it is and the question is will people actually turn to the competitors or will they just go where they think they can get these deals in what's known for just having the lowest prices? i will say, though,...
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Jul 25, 2019
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either that or we're going to see the actions of the government relative to google, microsoft, and amazon affecting those stocks in a manner more similar to what we've seen already at facebook. because i don't think this is a facebook exclusive problem they have cambridge analytica. the other guys didn't have that really bright, shiny light and there's a film out just yesterday on netflix called the great hack which really delves into that which i think is going to increase pressure but at the same time, i do think you have at google all kinds of regulatory issues on the horizon. >> it feels like what you're saying is everyone is reacting to what they're doing, but what if all of a sudden lawmakers get proactive or do you believe that that's just not going to happen? because that could fundamentally change their business model? >> from your lips to god's ears as far as i'm concerned. because i spend a lot of time in washington and the thing i can tell you is inside the trump administration, both the department of justice and the -- in the anti-trust division and the federal trade commissi
either that or we're going to see the actions of the government relative to google, microsoft, and amazon affecting those stocks in a manner more similar to what we've seen already at facebook. because i don't think this is a facebook exclusive problem they have cambridge analytica. the other guys didn't have that really bright, shiny light and there's a film out just yesterday on netflix called the great hack which really delves into that which i think is going to increase pressure but at the...
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Jul 22, 2019
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tech stocks ahead of some big earnings later on in the week obviously, we'll get facebook, alphabet, amazon, intel, and twitter all before friday afternoon. bob pisani and mike santoli here at post nine on what to look for and which print do you think we have the most confidence in going in that was a question for cramer today. >> which print we're going to hear from this week? >> he thought maybe google had more liability >> well, google's in the penalty box of those four, so i think probably does have the most to have prove also, perceived to be the company that cares about making the number least i don't know if that works for them or against them in terms of setting expectations but this time i think what's going to be most interesting is how the stocks react and what was already built in or was this just kind of a big trade into big cap growth and we're not really talking about the quarterly results. it's just a placeholder type investment or are we really banking on great numbers from the likes of facebook and the others? i mean, microsoft is really interesting. flawless quarter, stoc
tech stocks ahead of some big earnings later on in the week obviously, we'll get facebook, alphabet, amazon, intel, and twitter all before friday afternoon. bob pisani and mike santoli here at post nine on what to look for and which print do you think we have the most confidence in going in that was a question for cramer today. >> which print we're going to hear from this week? >> he thought maybe google had more liability >> well, google's in the penalty box of those four, so...
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Jul 24, 2019
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we are seeing shares of these big tech companies including facebook, amazon, alphabet and apple trading lower in extended hours. the justice department announcing it will open this broad antitrust review into market leading online platforms and whether they're reducing competition, stifling innovation or otherwise harming consumers as you said, the doj is not singling out individual companies as part of this review but it's looking into search, social media and retail services online so it looks like at least it puts google, facebook and amazon in the firing line here. those companies are not commenting so far. this is just a review but it could turn into a full blown investigation. we've already seen big tech companies in the spotlight as part of that bipartisan investigation into their market power in congress. that doesn't get to the ongoing antitrust cases here in europe just last week the eu opened a formal investigation into amazon and how it collects data from merchants. we're looking at how these companies react and if there will be commentary tonight when facebook reports its e
we are seeing shares of these big tech companies including facebook, amazon, alphabet and apple trading lower in extended hours. the justice department announcing it will open this broad antitrust review into market leading online platforms and whether they're reducing competition, stifling innovation or otherwise harming consumers as you said, the doj is not singling out individual companies as part of this review but it's looking into search, social media and retail services online so it...
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Jul 18, 2019
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i know amazon is a front-runner. any chance that microsoft gets it >> there is a chance microsoft is executing on all cylinders. their move it open source has been brilliant and well executed they're doing exactly what investors should be focusing on, taking market share away from competitors, focusing on areas they excel at and improving margins. we saw all of those things in today's report so, you know, i think that trend continues. they are being -- the other thing president trump said he would look at google there's pressure on the competitors. that benefits microsoft. we're long-term investors. we're not trading this stock. >> 33%. >> without a doubt it's a trillion dollar market cap company. let's remember and i think it's a pretty unasailable report up a little less than 1% on a really good beat on a really large company shows you that everyone gets it and i think that the company is getting a lot of credit. it deserves a lot of credit. and only thing you have to look at for is people getting too overconfident
i know amazon is a front-runner. any chance that microsoft gets it >> there is a chance microsoft is executing on all cylinders. their move it open source has been brilliant and well executed they're doing exactly what investors should be focusing on, taking market share away from competitors, focusing on areas they excel at and improving margins. we saw all of those things in today's report so, you know, i think that trend continues. they are being -- the other thing president trump said...
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Jul 9, 2019
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amazon one of the best performers in the s&p 500. we're also waiting results from levi strauss this hour we'll bring you them as soon as we get them. first to talk about the market today barry math is here welcome barry. tom farley still here chairman and ceo of far point llc mike, what about you, had an interesting mix of sector performance today, materials not so hot, real estate doing well, but financials and tech. >> exactly mostly financials and tech consumer remains pretty much leadership across the board. so i think that's been pretty consistent we were talking yesterday about how this calming down of the market after highs last wednesday looked innocuous was a little overheated. i would imagine tomorrow with powell and the next day, it's a two-way risk could say something the market could relax and move to the upside as well as potentially taking back talk about a fed rate cut seems like it makes sense. the open this morning the s&p was just barely below friday's morning low, after the jobs report and picked up from there. th
amazon one of the best performers in the s&p 500. we're also waiting results from levi strauss this hour we'll bring you them as soon as we get them. first to talk about the market today barry math is here welcome barry. tom farley still here chairman and ceo of far point llc mike, what about you, had an interesting mix of sector performance today, materials not so hot, real estate doing well, but financials and tech. >> exactly mostly financials and tech consumer remains pretty much...
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Jul 5, 2019
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in may amazon said deliveroo would lead a 6$600 million funding round. uk investors have imposed an initial enforcement order which prevents businesses from pushing ahead with a tie-up. in a statement amazon says its investment would be positive for consumers. deliveroo uses 60,000 riders to deliver meals from 80,000 restaurants in 14 countries. >>> general motors says sales in china fell 12% in the second quarter. the ate utomaker said they werei by slowing economies and increased competition for mid priced suvs. it's the fourth straight quarterly sales decline for gm in china there was a bright note. sales of gm's luxury brand cadillac road by 36% >>> from china to the u.s., what will the road look like ahead for the auto industry in the coming months? fill lebeau has your second half playbook in autos. >> reporter: for automakers and invests, the second half of this year is about tariffs, slowing sales and potential merger deals. on tariffs the big question is if the u.s. puts a tax on vehicles imported from europe. if that happens it could impact sal
in may amazon said deliveroo would lead a 6$600 million funding round. uk investors have imposed an initial enforcement order which prevents businesses from pushing ahead with a tie-up. in a statement amazon says its investment would be positive for consumers. deliveroo uses 60,000 riders to deliver meals from 80,000 restaurants in 14 countries. >>> general motors says sales in china fell 12% in the second quarter. the ate utomaker said they werei by slowing economies and increased...
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Jul 26, 2019
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amazon posting a rare miss on eps. netflix trying to recover from its disappointment last week and microsoft regaining the crown as the world's biggest company. for more i'm joined by paul, the lead portfolio manager of the wireless fund. paul, what's the takeaway message for you here >> the way i look at this, kelly, is that as i thought it would be this quarterly earnings season has been decidedly mixed. now one of the things that we have to absorb when we take a look at companies like amazon is some companies are delivering and guiding to revenues better than expectations, which is great. but they miss on earnings per share, and i think it's mostly because of a self-inflicted wound, which is the realities of most of these internet companies. they are going to have to spend more to meet these regulations for privacy. >> in amazon - >> so fizz a company still growing its top line but missing eps for reason of a self-inflicted wound, i think that's okay. >> so in amazon's case it's investing in one-day shipping. i'm su
amazon posting a rare miss on eps. netflix trying to recover from its disappointment last week and microsoft regaining the crown as the world's biggest company. for more i'm joined by paul, the lead portfolio manager of the wireless fund. paul, what's the takeaway message for you here >> the way i look at this, kelly, is that as i thought it would be this quarterly earnings season has been decidedly mixed. now one of the things that we have to absorb when we take a look at companies like...
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Jul 24, 2019
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amazon web service would have to compete against amazon >> i'm busy getting ready for fresh -- >> you're frustrating me >> it is a complex story we'll be dealing with. >> complex i'm just -- >> i want to make sure it is right. >> this is a truly invasive action against a company that may have violated privacy, but has been a -- it is -- you don't get to be the faang for nothing. >> so, wait, their market cap absolves them of corporate responsibility >> no. look, if people -- if the customer felt that they were -- that it was a destruction of their own privacy, why are they still there? >> that's the bigger question. >> yes that's what i'm saying he's got to do the t-mobile. they already broke that. didn't they already break that that was mean. that was very mean. >> my own guy. we're a team, remember. >> i know. i'm stunned. >> thanks for that >> there is no i in team i've known that for years. >> we'll get to faber on telecom. we'll get to earnings from boeing, to caterpillar, to u.p.s., both of those stocks are going to take about half of the loss on the dow at the open. we'll talk to
amazon web service would have to compete against amazon >> i'm busy getting ready for fresh -- >> you're frustrating me >> it is a complex story we'll be dealing with. >> complex i'm just -- >> i want to make sure it is right. >> this is a truly invasive action against a company that may have violated privacy, but has been a -- it is -- you don't get to be the faang for nothing. >> so, wait, their market cap absolves them of corporate responsibility...
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Jul 17, 2019
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. >>> amazon's two-day prime day is over. and the company says it was even bigger for them than black friday courtney reagan joins us with the numbers you need to know hi, court. >> hi, tyler if we only knew how big black friday was for amazon, this could make this equation easier. but there is a lot of things we could say. let's stick with the three big ones first, amazon says it sold more than 175 million items during the 48-hour event, topping its black friday and cybermonday combined second, and perhaps more important for the long run, amazon said it signed up new prime members, more of them, on monday than it ever has in history. and then almost as many on tuesday as it did on monday. so put those two days together, and they got an awful lot of new prime members. the trick, of course, is converting those free 30-day trials into long-term paid memberships. but from what we hear from other research groups, the retention rate is pretty good. third, amazon was not the only beneficiary of that day. adobe analytics now says u.
. >>> amazon's two-day prime day is over. and the company says it was even bigger for them than black friday courtney reagan joins us with the numbers you need to know hi, court. >> hi, tyler if we only knew how big black friday was for amazon, this could make this equation easier. but there is a lot of things we could say. let's stick with the three big ones first, amazon says it sold more than 175 million items during the 48-hour event, topping its black friday and cybermonday...
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Jul 10, 2019
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h q2 and we're going to go in depth with exclusive new details about how virginia won amazon. guys >> all right thank you very much. scott cohn >>> competitors are taking aim at netflix, stripping the service of two of its most popular shows. "friends" and "the office. so what will be the next shot fired in the streaming wars? we'll look at that when "power lunch" returns carvana is six years old this year and is the fastest growing place to buy a car in the nation. it's because we have thousands of people working hard to make our customers' experiences the best. it's because we have tens of thousands of cars ready to be delivered to your doorstep. and it's why hundreds of thousands of happy customers have ditched the dealership and bought their car online, earning us an average 4.7 stars in the process. so if you didn't know about us before, you do now. we're carvana, and we want to give you the car buying experience you deserve. >>> welcome back netflix is losing its "friends" weeks after finding out it would be kicked out of "the office." we'll have more on that in a moment
h q2 and we're going to go in depth with exclusive new details about how virginia won amazon. guys >> all right thank you very much. scott cohn >>> competitors are taking aim at netflix, stripping the service of two of its most popular shows. "friends" and "the office. so what will be the next shot fired in the streaming wars? we'll look at that when "power lunch" returns carvana is six years old this year and is the fastest growing place to buy a car in...
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Jul 30, 2019
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you saw a statement come out from capital one where is amazon in this? what does this mean at a time when everybody is moving to the cloud. capital one has been very aggressive moving to the cloud when we talk about a firewall that was misconfigured on whose end, assuming from -- from the reporting it suggests this information was sitting on an amazon server, on an aws server does this become a larger story about aws? >> i think that's an interesting question to pose she is a former aws employee >> she's a former aws employee the data was sitting on an aws server unless i lost my mind, i would say, okay, does she know something about the way these servers are configured with clients that others don't? >> it was on an aws server she -- they didn't look to see whether i had done this, i can tell you that much you need some serious expertise to be able to do this, right she's got years spent working at aws. even though she's, you know, fatherly young fairly young, 33. i read they put up a flimsy firewall >> i'm trying to understand is that a flimsy firewall
you saw a statement come out from capital one where is amazon in this? what does this mean at a time when everybody is moving to the cloud. capital one has been very aggressive moving to the cloud when we talk about a firewall that was misconfigured on whose end, assuming from -- from the reporting it suggests this information was sitting on an amazon server, on an aws server does this become a larger story about aws? >> i think that's an interesting question to pose she is a former aws...
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Jul 12, 2019
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. >> that's because of watch that's because of walmart, amazon, target, costco, home depot. those prices have not gone up. some of -- many of the prices have gone down because they're going to these suppliers and saying, you know what, here's the price we are now willing to pay. because we have -- well, they don't say wiped out the competition, but every one of those companies in the acronym watch are companies who do not listen to what you say you're going to sell them, they say, here's the price and that is the big change in the u.s. economy they have scale. you get the darn tariff, our customers aren't we're going to make as much money as we always made. it's incredible the change in the u.s. retail economy, jay powell and i have to go, unlike david faber, we have to go to watch. i just want to show him the prices i hope he goes to amazon prime day because you'll see things that are cheaper this year than last year that are made in china because amazon has said this is what's going to happen >> yeah. >> i think people don't understand the change. >> yeah. even goldman yes
. >> that's because of watch that's because of walmart, amazon, target, costco, home depot. those prices have not gone up. some of -- many of the prices have gone down because they're going to these suppliers and saying, you know what, here's the price we are now willing to pay. because we have -- well, they don't say wiped out the competition, but every one of those companies in the acronym watch are companies who do not listen to what you say you're going to sell them, they say, here's...