‘We like Big Tech stocks like Amazon and Apple right now,’ says Needham’s Laura Martin
Laura Martin, Needham senior media and internet analyst, joins ‘TechCheck’ to discuss why she has a buy rating on Amazon, Apple and Alphabet, why investors can’t hold cash and what would make Martin even more constructive on Netflix.
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Market will be more focused on free cash flow and profits, says fmr. Uber CBO
Emil Michael, former Uber chief business officer, joins ‘TechCheck’ to discuss Uber’s decision to slash costs, if he gives credit to companies who don’t use adjusted EBITDA and the disconnect between investors’ Uber valuation and its current stock price.
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Ford sells 8 million Rivian shares, stock falls 15% in intraday trade
CNBC’s Phil Lebeau reports on news regarding the electric vehicle market.
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Compared to dot-com bubble, this sell-off is more fundamentally driven, says Leuthold’s Paulsen
Jim Paulsen, The Leuthold Group chief investment strategist, joins ‘TechCheck’ to discuss why this sell-off is different from the dot-com bubble, any similarities and more.
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‘The volatility may not be over,’ says Bank of America’s Jill Carey Hall
Bob Doll, Crossmark Global Investments CIO, and Jill Carey Hall, BofA Securities, join ‘Squawk on the Street’ to discuss if equities have further to fall, important metrics to follow during bear markets and what could potentially comfort them.
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Mortgage rates hit 5.64% as home prices are up 34% since start of pandemic
CNBC’s Diana Olick reports on a rapid recent rise in mortgage rates and the impact it could have on the housing market.
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If the S&P 500 breaks 4,000, it’ll change a lot of charts, says UBS’ Cashin
Art Cashin, UBS director of floor operations, joins ‘Squawk on the Street’ to discuss why a 4,000 S&P support level could signal further selling, what traders are watching today and whether this week’s inflation data will matter to equity markets.
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The ones that continue to do well are just the large mega, mega-caps, says Truist’s Squali
Youssef Squali, Truist Securities, joins ‘Squawk on the Street’ to discuss whether there are opportunities in the technology sector, why he is tactically cautious on e-commerce stocks and more.
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