Investors are looking for earnings revisions now, says Bernstein’s Stacy Rasgon
Stacy Rasgon, Bernstein senior semiconductor analyst, joins ‘TechCheck’ to discuss his outlook for the semiconductor space, if its odd that investors haven’t seen earnings revisions from companies and more.
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Apple’s VR and AR headset is on the way as the stock struggles in tandem with broader markets
CNBC’s Steve Kovach reports on Apple’s tough couple of weeks and recent product news.
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‘We’re actually considering adding to our Twitter position,’ says Ryan Jacob
Ryan Jacob, Jacob Asset Management chairman and CEO, joins ‘TechCheck’ to discuss why Jacob sees good value in some of the fallen SPAC deals, how he is determining where to invest and his current investing playbook.
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Bitcoin ‘tourists’ flee as price ticks above $30,000
CNBC’s Kate Rooney reports on recent price action in cryptocurrencies.
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‘We’re fairly confident that inflation has peaked,’ says Wilmington Trust’s Shue
Amy Wu Silverman, RBC Capital Markets, and Meghan Shue, Wilmington Trust, join ‘Squawk on the Street’ to discuss what Shue will need to see before she believes the Federal Reserve is done tightening, what signs will tell Shue to lean…
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‘Our upside is $125 on crude as we go through the summer months,’ says Goldman’s Currie
Jeff Currie, Goldman Sachs head of commodities research, joins ‘Squawk on the Street’ to discuss any forecast for gasoline demand destruction, what happens when China’s economy reopens and more.
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Taiwan Semi probably one of the most under-owned tech stocks in the space, says Wedgewood’s Rolfe
David Rolfe, Wedgewood Partners CIO, joins ‘Squawk on the Street’ to discuss his thoughts on Meta’s stock, if he likes Meta’s metaverse aspirations and why he likes some of the mega-cap tech companies.
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A timeline of the Elon Musk-Twitter takeover saga
In April 2022, Elon Musk filed a bid with the SEC to buy Twitter for $44B dollars. A lot has happened since then, with Musk recently saying his purchase is on ‘temporary hold’ over Twitter math that spam bots are…
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