Workflow
CNBC Television
icon
Search documents
Roku slides 7% on Q3 streaming hours miss
CNBC Television· 2025-10-30 20:40
for the details. Julia, >> hey John, we see Roku shares plummeting. This despite earnings beating 16 cents per share versus the 9 cent per share analyst consensus EPS revenues of 1.21% billion were right in line with estimates.But if you want to look at the cause or one of the causes of the drop in the stock, the company's streaming hours, 36.5% billion. That's over a billion short of analyst estimates. The company saying, "We are confident in our ability to deliver double-digit platform revenue growth whil ...
Amazon shares spike 10% on earnings and revenue beat
CNBC Television· 2025-10-30 20:39
up. Let's find out why the earnings are out. Mackenzie Sagales has the numbers.Mackenzie, >> hey there, John. Shares up almost 10% right now after a beat on the top and bottom line. We're looking at $1.95% for EPS in the third quarter versus $157 expected for revenue.Another beat of 180.17% billion versus 177.8% billion expected. But AWS, its cloud business, its profitability engine, that's where everybody was looking. We're looking at a beat there of 33 billion versus 32.42% billion expected.What's really ...
Apple's earnings are all about the iPhone 17, says Intelligent Alpha's Doug Clinton
CNBC Television· 2025-10-30 20:34
Doug, um, how are you thinking about this. Obviously, there's always going to be give and take in the reactions, but talk a little bit about Amazon in particular and its spot within this full AI boom. >> Yeah, Mike, we actually have not owned Amazon at Intelligent Alpha.Our models, we use AI to do our our stock picks. Our models haven't liked Amazon, and it's been right. It's been the worst performer of the Mag 7 year to date.And I think the primary concern is that question around AWS. We just saw an incred ...
Tariffs still haven't hit earnings in aggregate, says NewEdge's Cameron Dawson
CNBC Television· 2025-10-30 20:16
So, what does it mean for the market going forward. Let's ask New Edge Wealth's Cameron Dawson and Palumbo Wealth Management's Phil Palumbo, both here at Post 9. Welcome to you both.Um, it's interesting, Cameron, because like two and a half weeks ago, the market had a little bit of a panic on a perceived reescalation of trade tensions. We got sort of a status quo type of a truce. Um, market seems to have moved on to are earnings good enough.Um, what does positioning look like. and did we get too overexposed ...
Market breadth is a 'pipe dream' until next cyclical bear market, says Macro Risk's John Kolovos
CNBC Television· 2025-10-30 20:13
Market Outlook - Macro Risk Advisors expects the S&P 500 to reach at least 7,000 by early next year, potentially rising as high as 7,500 to 7,600 [3] - The market is attempting a rotation away from danger, with mega caps making indexes appear worse while the majority of stocks try to hold steady [3][4] - The market structure has become highly concentrated in recent years [4] - The industry notes that a midterm election year typically involves a major correction or cyclical bear market in equity markets, suggesting a potential shakeout next year [11][12] Technical Analysis & Indicators - Semis are overbought, with the semi-index 35% above its 200-day moving average and over 90% of stocks above their 200-day moving average, historically indicating a potential 7-10% decline [8] - Small caps are making new highs, but the AD line is making almost new lows, which is a divergence that is very important to monitor [14] - Interest rates are key, and the 10-year yield rising above 420 basis points (420%) could lead to a mini-2018 scenario [14] Market Breadth & Participation - The industry believes that expecting the market to expand and see broad participation is unlikely in the near term, possibly not until after the next cyclical bear market [6] - Breath has been abysmal within small caps, indicating a lack of support from real economy stocks [13]
Carmelo Anthony on WNBA collective bargaining fight
CNBC Television· 2025-10-30 20:00
I think that it's going to get ugly before it before it gets better. And I just want the women to understand that it's going to get ugly and be prepared for when it gets ugly. And if you're not prepared for that, let's let's let's figure this out.The money is going to come. You know, this league, what we've seen the WNBA over the past four, five years, six, six seasons, we've seen the growth. We've seen expansions. We've seen new arenas. We've seen players.We like we we've seen excitement, broadcasting deal ...
JPMorgan says Circle’s USDC outpaces Tether’s USDT in on-chain activity: CNBC Crypto World
CNBC Television· 2025-10-30 19:41
Today, major cryptocurrencies are in the red the day after Fed Chair Powell says another rate cut in December is not a foregone conclusion. JP Morgan says Circle USDC is outpacing Tether's USDT in onchain activity. And Canary Capital CEO Steven McClur breaks down how the asset manager's new spot crypto ETFs tied to Litecoin and Hyera are performing.Welcome to CNBC's Crypto World. I'm Katie Terasv. Major cryptocurrencies pointed lower one day after Fed Chair Jay Powell suggested the central bank may not cut ...
Budget bill allowed investors to appreciate all we have ahead of us, says Sunrun CEO Mary Powell
CNBC Television· 2025-10-30 19:37
Sunun CEO Mary Powell for an exclusive power play interview. Mary, good to chat with you again. >> Good to chat with you, too.>> Why do you think the stock market has sort of rediscovered Sunun and the Sunun story. Stocks tripled. >> A lot has happened.I mean, Sunun has has generated cash for five quarters. We're in a really strong position. We are positioned as the nation's largest uh distributed power plant.So we are routinely leveraging the energy that we're deploying for Americans and for the grid. Um a ...
Trump-Xi meeting was only a small win, says Brookings' Michael O'Hanlon
CNBC Television· 2025-10-30 19:02
But let's talk about the meeting and more. Joining us, Michael O'Hanland, director of foreign policy research at the Brookings Institution. Michael, good to see you again.We can dither on what was given, what was received, what was taken, what was asked, but how much should we just take from the fact that the two men met in person at all. That would seem to be a critical first step. >> Yeah, I agree with you.I am still worried as are the markets and all the strategists I know about the future of USChina rel ...
San Francisco Mayor Daniel Lurie: We are open for business
CNBC Television· 2025-10-30 19:00
Let's talk about it with Daniel Lori. He is the mayor of this city along with Kate Rogers. Covers restaurants and small business.Oh, and by the way, lives here. >> I do not. Kate, this is a critical uh interview in many different ways because it's a national conversation.This city is so important. We talk about AI, >> Mr. . Mayor, every day on this very fine network.How much is AI and the spending that goes along with it playing a role in San Francisco's economy. the this is the innovation ecosystem of the ...