Both sentiment and positioning are quite negative right now, says Barclays’ Deshpande
Maneesh Deshpande, Barclays head of U.S equity strategy, and Chris Wolfe, First Republic Private Wealth Management, join ‘Squawk on the Street’ to discuss what’s happening with sentiment and positioning in equity markets, the likelihood of a 50 basis point rate…
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Chicago PMI 56.4 vs. 62 estimated
Rick Santelli reports the Chicago PMI number for April.
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‘Amazon’s not well built for inflation,’ because of low pricing power, says D.A. Davidson’s Forte
Tom Forte, D.A. Davidson, joins ‘Squawk on the Street’ to discuss Amazon’s quarterly earnings results, why Forte keeps a buy rating on the stock and how the tech sector is navigating inflation and supply chain woes.
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The longer-term buy thesis for Apple is intact, says Citi’s Jim Suva
Jim Suva, Citi analyst, and Krish Sankar, Cowen analyst, join ‘Squawk on the Street’ to discuss Apple’s quarterly earnings results, how bad Apple’s supply constraints truly are and how far away the company is to a hardware subscription service.
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Amazon’s weak earnings could drive unemployment, says Jim Cramer
CNBC’s Jim Cramer and the ‘Squawk on the Street’ team break down Amazon’s latest earnings report.
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This was a great quarter for Apple, says Jim Cramer
CNBC’s Jim Cramer and the ‘Squawk on the Street’ team break down Apple after the company reported its second quarter results.
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Cramer’s Mad Dash: I wanted to be positive on Intel shares
Jim Cramer explains why he wouldn’t advise investors to buy Intel shares ahead of the opening bell.
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High flying stocks will continue to come back down to Earth, says veteran value investor John Rogers
Top money manager and veteran value investor John Rogers, co-CEO and CIO of Ariel Investments, joins CNBC’s ‘Squawk Box’ to break down market opportunities ahead of Berkshire Hathaway’s annual meeting.
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