Nvidia and two other chip names could be a buy amid the big tech volatility

Semiconductor stocks took a hit Friday amid a sweeping technology rout, but were still on track for their best week in more than two years. But he’s bullish on a select few names like Nvidia for its exposure to the gaming industry specifically. Semiconductor stocks have indeed gotten trapped in the U.S.-China trade war’s crosshairs, and other headwinds plague the industry. In fact, our analysts Mehdi Hosseini and Chris Rolland are still certainly cautious on this sector. Poll: Are you bullish or


Semiconductor stocks took a hit Friday amid a sweeping technology rout, but were still on track for their best week in more than two years. But he’s bullish on a select few names like Nvidia for its exposure to the gaming industry specifically. Semiconductor stocks have indeed gotten trapped in the U.S.-China trade war’s crosshairs, and other headwinds plague the industry. In fact, our analysts Mehdi Hosseini and Chris Rolland are still certainly cautious on this sector. Poll: Are you bullish or
Nvidia and two other chip names could be a buy amid the big tech volatility Cached Page below :
Company: cnbc, Activity: cnbc, Date: 2018-11-02  Authors: rebecca ungarino, visual china group, getty images, joe rosenthal, shannon stapleton, kcna, thomas barwick getty images, source, lawrence mcdonald
Keywords: news, cnbc, companies, certainly, cautious, space, tech, semiconductor, trading, amid, investors, nvidia, smh, names, volatility, buy, trade, stocks, chip, big, gilbert


Nvidia and two other chip names could be a buy amid the big tech volatility

Semiconductor stocks took a hit Friday amid a sweeping technology rout, but were still on track for their best week in more than two years.

Some market watchers say there are a few select stocks that could be worth a buy if investors are cautious about putting fresh money to work.

“These chips are not a place where we want to have broad exposure. We’re actually high-conviction underweight. And quite frankly, this isn’t a place you’d want to hide in a trade war, since 90 percent of the sector’s revenues come from overseas, which is higher than any other sector,” Mark Tepper, president and CEO of Strategic Wealth Partners, said Thursday on CNBC’s “Trading Nation.”

Tepper is of the mind that the group as a whole has gotten far ahead of itself, rallying 76 percent in the last three years. But he’s bullish on a select few names like Nvidia for its exposure to the gaming industry specifically. That stock is up a whopping 650 percent in three years, but has plunged 25 percent in the past month.

Semiconductor stocks have indeed gotten trapped in the U.S.-China trade war’s crosshairs, and other headwinds plague the industry. Shares of Advanced Micro Devices, for example, plunged last month after the company reported revenue guidance that fell below Wall Street’s estimates.

Other strategists agree that investors may want to play the semiconductor space highly selectively, rather than buying up a broad vehicle like the semiconductor-tracking SMH ETF.

Two names investors might consider are Taiwan Semiconductor and Marvell, said Stacey Gilbert, head of derivative strategy at Susquehanna, pointing to the firm’s equity analysts’ recommendations.

“This is certainly not a sector-based trade. In fact, our analysts Mehdi Hosseini and Chris Rolland are still certainly cautious on this sector. We certainly wouldn’t just be looking to buy the basket, if you will. It’s actually consistent with what we’re seeing in terms of market positioning. If you look at the semiconductor ETF, the SMH, it continues to have a more cautious tone,” Gilbert said Thursday on “Trading Nation.”

Taiwan Semiconductor is one name that boasts a strong long-term growth story, Gilbert said, and Marvell is another solid pick that could see upside from here.

The SMH was down more than 2 percent Friday, trading around $95.50 per share.

Poll: Are you bullish or bearish on the semiconductor space?


Company: cnbc, Activity: cnbc, Date: 2018-11-02  Authors: rebecca ungarino, visual china group, getty images, joe rosenthal, shannon stapleton, kcna, thomas barwick getty images, source, lawrence mcdonald
Keywords: news, cnbc, companies, certainly, cautious, space, tech, semiconductor, trading, amid, investors, nvidia, smh, names, volatility, buy, trade, stocks, chip, big, gilbert


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Sterling could certainly tank — but it won’t be due to Brexit

Currency experts are anxiously fixated on what the final details for Brexit will look like. But it seems simple to me: If it’s good it’s good, and if it’s bad then the country will soon make it better. Parliament won’t vote for it, May could get thrown out, we get a new leader or we head to another general election. Sure, there might be a rocky period for the pound but all of this ultimately raises the chances of another Brexit referendum. This is again another sterling positive, according to ma


Currency experts are anxiously fixated on what the final details for Brexit will look like. But it seems simple to me: If it’s good it’s good, and if it’s bad then the country will soon make it better. Parliament won’t vote for it, May could get thrown out, we get a new leader or we head to another general election. Sure, there might be a rocky period for the pound but all of this ultimately raises the chances of another Brexit referendum. This is again another sterling positive, according to ma
Sterling could certainly tank — but it won’t be due to Brexit Cached Page below :
Company: cnbc, Activity: cnbc, Date: 2018-10-23  Authors: matt clinch, christof stache, afp, getty images
Keywords: news, cnbc, companies, brexit, wont, tank, bad, worry, pound, sterling, experts, good, vote, certainly, parliament, deal


Sterling could certainly tank — but it won't be due to Brexit

Surely there’s only one way the British pound can trade in the coming months.

Currency experts are anxiously fixated on what the final details for Brexit will look like. But it seems simple to me: If it’s good it’s good, and if it’s bad then the country will soon make it better.

What does this mean? Well, if we do get a deal from Prime Minister Theresa May and most U.K. lawmakers seem to like it, then Parliament approves it and it ends years of worry and uncertainty. Sterling rises.

If it’s bad, or it looks like we’ll crash out of the EU without a deal, then politics will once again move swiftly to balance the ship. Parliament won’t vote for it, May could get thrown out, we get a new leader or we head to another general election. Sure, there might be a rocky period for the pound but all of this ultimately raises the chances of another Brexit referendum. This is again another sterling positive, according to many experts, especially if it reverses the 2016 vote.

Simon Derrick at BNY Mellon said in a research note last week that “positioning and pricing data suggest that while investors remain cautiously positioned towards GBP (the pound), quite a lot of the stresses that were apparent in the summer have dissipated.”

Indeed, his analysis sorts through all the possible outcomes and gives a very low probability for a sudden change in sentiment. Instead, it seems as if those in the City of London are more worried about a situation that’s only indirectly linked to the current Brexit impasse. Namely, the left-leaning Labour party gaining power in any snap vote.


Company: cnbc, Activity: cnbc, Date: 2018-10-23  Authors: matt clinch, christof stache, afp, getty images
Keywords: news, cnbc, companies, brexit, wont, tank, bad, worry, pound, sterling, experts, good, vote, certainly, parliament, deal


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Trump: ‘It certainly looks’ like Khashoggi is dead

President Donald Trump acknowledged Thursday that Jamal Khashoggi is likely dead, amid a rising firestorm over the journalist’s disappearance. If Saudi Arabia is found responsible for Khashoggi’s death, Trump will consider “very severe consequences” for the oil rich U.S. ally, he added. Some members of Congress have called for sanctions on Saudi Arabia, which Trump has resisted as he questions the role of that country’s regime in Khashoggi’s disappearance. Earlier Thursday, Secretary of State Mi


President Donald Trump acknowledged Thursday that Jamal Khashoggi is likely dead, amid a rising firestorm over the journalist’s disappearance. If Saudi Arabia is found responsible for Khashoggi’s death, Trump will consider “very severe consequences” for the oil rich U.S. ally, he added. Some members of Congress have called for sanctions on Saudi Arabia, which Trump has resisted as he questions the role of that country’s regime in Khashoggi’s disappearance. Earlier Thursday, Secretary of State Mi
Trump: ‘It certainly looks’ like Khashoggi is dead Cached Page below :
Company: cnbc, Activity: cnbc, Date: 2018-10-18  Authors: jacob pramuk, kevin lamarque
Keywords: news, cnbc, companies, wanted, secretary, dead, khashoggi, looks, trump, saudi, certainly, arabia, way, questions, president, khashoggis


Trump: 'It certainly looks' like Khashoggi is dead

President Donald Trump acknowledged Thursday that Jamal Khashoggi is likely dead, amid a rising firestorm over the journalist’s disappearance.

“It certainly looks that way to me. It’s very sad,” the president said as he prepared to leave for a campaign rally in Montana. If Saudi Arabia is found responsible for Khashoggi’s death, Trump will consider “very severe consequences” for the oil rich U.S. ally, he added.

The comments come as Trump faces mounting criticism from lawmakers for taking too soft a stance on the kingdom’s conduct. Some members of Congress have called for sanctions on Saudi Arabia, which Trump has resisted as he questions the role of that country’s regime in Khashoggi’s disappearance.

Earlier Thursday, Secretary of State Mike Pompeo said Trump wanted to give Saudi Arabia “a few more days to complete” an investigation into what happened. At the time, he did not answer reporters’ questions about whether Khashoggi died.

Treasury Secretary Steven Mnuchin also said Thursday that he would not attend an international investing conference in Saudi Arabia. CNBC and other media outlets, as well as leading financial figures such as IMF Chief Christine Lagarde and J.P. Morgan Chase CEO Jamie Dimon, have dropped out of the event.


Company: cnbc, Activity: cnbc, Date: 2018-10-18  Authors: jacob pramuk, kevin lamarque
Keywords: news, cnbc, companies, wanted, secretary, dead, khashoggi, looks, trump, saudi, certainly, arabia, way, questions, president, khashoggis


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‘I would not associate Jay Powell with craziness,’ says IMF’s Christine Lagarde

International Monetary Fund managing director Christine Lagarde said Thursday she “would not associate” U.S. Federal Reserve Chairman Jerome Powell “with craziness.” “I would not associate Jay Powell with craziness. Lagarde made the comment in response to a question from CNBC’s Geoff Cutmore about U.S. President Donald Trump. I think the Fed has gone crazy,” the president said after walking off Air Force One in Erie, Pennsylvania for a rally. Lagarde added: “All over the world, it is certainly a


International Monetary Fund managing director Christine Lagarde said Thursday she “would not associate” U.S. Federal Reserve Chairman Jerome Powell “with craziness.” “I would not associate Jay Powell with craziness. Lagarde made the comment in response to a question from CNBC’s Geoff Cutmore about U.S. President Donald Trump. I think the Fed has gone crazy,” the president said after walking off Air Force One in Erie, Pennsylvania for a rally. Lagarde added: “All over the world, it is certainly a
‘I would not associate Jay Powell with craziness,’ says IMF’s Christine Lagarde Cached Page below :
Company: cnbc, Activity: cnbc, Date: 2018-10-11  Authors: weizhen tan, ted kemp, kazuhiro nogi, afp, getty images
Keywords: news, cnbc, companies, walking, christine, jay, associate, president, bank, fed, imfs, craziness, certainly, central, powell, think, world, lagarde


'I would not associate Jay Powell with craziness,' says IMF's Christine Lagarde

International Monetary Fund managing director Christine Lagarde said Thursday she “would not associate” U.S. Federal Reserve Chairman Jerome Powell “with craziness.”

“I would not associate Jay Powell with craziness. No, no, he comes across, and members of his board, as extremely serious, solid and certainly keen to base their decisions on actual information, and decide to communicate that properly,” she said, speaking to CNBC at the IMF and World Bank annual meetings in Bali, Indonesia.

Lagarde made the comment in response to a question from CNBC’s Geoff Cutmore about U.S. President Donald Trump. The American leader knocked the Fed on Wednesday for continuing to raise interest rates despite some recent market turbulence.

“I think the Fed is making a mistake. They are so tight. I think the Fed has gone crazy,” the president said after walking off Air Force One in Erie, Pennsylvania for a rally.

Lagarde added: “All over the world, it is certainly a good principle to have independence of the central banks and of the central bank governors. Certainly we have advocated that in all countries, and I think that the Fed is no exception.”


Company: cnbc, Activity: cnbc, Date: 2018-10-11  Authors: weizhen tan, ted kemp, kazuhiro nogi, afp, getty images
Keywords: news, cnbc, companies, walking, christine, jay, associate, president, bank, fed, imfs, craziness, certainly, central, powell, think, world, lagarde


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Stocks could plunge 20 to 30 percent next year: Ned Davis Research

Stocks could see biggest drop since financial crisis next year, Ned Davis Research warns 1 Hour Ago | 02:41The bulls may be treading water. According to Ned Davis Research’s Ed Clissold, there’s a high probability a record year-end rally will give way to a painful 2019. Nevertheless, he said he’s on bear market watch due to warning signs indicating a tired bull market. You’d get a huge percentage of stocks moving up together, and that’s a sign of a very healthy market,” Clissold said. But, that’


Stocks could see biggest drop since financial crisis next year, Ned Davis Research warns 1 Hour Ago | 02:41The bulls may be treading water. According to Ned Davis Research’s Ed Clissold, there’s a high probability a record year-end rally will give way to a painful 2019. Nevertheless, he said he’s on bear market watch due to warning signs indicating a tired bull market. You’d get a huge percentage of stocks moving up together, and that’s a sign of a very healthy market,” Clissold said. But, that’
Stocks could plunge 20 to 30 percent next year: Ned Davis Research Cached Page below :
Company: cnbc, Activity: cnbc, Date: 2018-08-08  Authors: stephanie landsman, fabrice coffrini, afp, getty images, gabriel bouys, david a grogan
Keywords: news, cnbc, companies, plunge, ned, market, davis, stocks, 30, bull, thats, yearend, rally, 20, sp, clissold, research, certainly


Stocks could plunge 20 to 30 percent next year: Ned Davis Research

Stocks could see biggest drop since financial crisis next year, Ned Davis Research warns 1 Hour Ago | 02:41

The bulls may be treading water.

According to Ned Davis Research’s Ed Clissold, there’s a high probability a record year-end rally will give way to a painful 2019.

“You could be looking at the first 20 percent-plus decline in the S&P since the financial crisis,” the firm’s chief U.S. strategist said Tuesday on CNBC’s “Futures Now.”

His worst-case scenario is a 30 percent plunge next year.

“Our primary list of concerns is on the earnings front,” Clissold said. “Earnings growth north of 20 percent isn’t sustainable, especially when you’re nine years into an economic expansion.”

Clissold, a secular bull, isn’t calling for a major, drawn-out recession. Nevertheless, he said he’s on bear market watch due to warning signs indicating a tired bull market.

“We’re certainly a lot further along than we were a couple of years ago certainly in the economic cycle,” Clissold said. “From a technical standpoint, leadership has certainly gone from being more aggressive to more defensive. … More defensive sectors like health care, utilities, staples and telecom have been leading as of late.”

Despite his cautiousness, Clissold hasn’t officially downgraded his positive outlook on U.S. stocks. His S&P 500 year-end price target is 2,900 — about a 1.5 percent gain from current levels. He said stocks could soon see a short-lived pullback mainly do to seasonal trends at any time, and then grab gains as the year winds down.

“From [the] 2009 lows, whenever we got a pause, we’d break out of what we’d call a breadth thrust. You’d get a huge percentage of stocks moving up together, and that’s a sign of a very healthy market,” Clissold said. “We haven’t gotten one since the February correction, and that’s a change in character. It doesn’t mean the market can’t rally for a while. But, that’s what happens at the end of a bull market, not at a beginning for a bull market.”


Company: cnbc, Activity: cnbc, Date: 2018-08-08  Authors: stephanie landsman, fabrice coffrini, afp, getty images, gabriel bouys, david a grogan
Keywords: news, cnbc, companies, plunge, ned, market, davis, stocks, 30, bull, thats, yearend, rally, 20, sp, clissold, research, certainly


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Trump says he ‘certainly wouldn’t sign’ GOP’s compromise immigration bill

President Donald Trump said Friday he will not sign a House Republican immigration bill that came about after a compromise between centrists and conservatives in the party. NBC News reported that House GOP leaders would not try to build support for the bill Friday as planned as they try to figure out Trump’s position. The chamber will also take up a separate bill that meets more conservative demands. Asked Friday about whether he would support the bills, Trump said he was reviewing them. “I cert


President Donald Trump said Friday he will not sign a House Republican immigration bill that came about after a compromise between centrists and conservatives in the party. NBC News reported that House GOP leaders would not try to build support for the bill Friday as planned as they try to figure out Trump’s position. The chamber will also take up a separate bill that meets more conservative demands. Asked Friday about whether he would support the bills, Trump said he was reviewing them. “I cert
Trump says he ‘certainly wouldn’t sign’ GOP’s compromise immigration bill Cached Page below :
Company: cnbc, Activity: cnbc, Date: 2018-06-15  Authors: jacob pramuk, leah mills
Keywords: news, cnbc, companies, trumps, certainly, trump, sign, try, wouldnt, gops, house, compromise, young, immigration, support, bill, president


Trump says he 'certainly wouldn't sign' GOP's compromise immigration bill

President Donald Trump said Friday he will not sign a House Republican immigration bill that came about after a compromise between centrists and conservatives in the party.

His statement deals a blow to the legislation, which was unveiled Thursday. NBC News reported that House GOP leaders would not try to build support for the bill Friday as planned as they try to figure out Trump’s position.

The House next week is expected to consider the measure, which offers a pathway to citizenship for young immigrants brought to the U.S. illegally as children, funds Trump’s proposed border wall and ends the diversity visa “lottery” system. The chamber will also take up a separate bill that meets more conservative demands.

Asked Friday about whether he would support the bills, Trump said he was reviewing them.

“I certainly wouldn’t sign the more moderate one,” the president said.


Company: cnbc, Activity: cnbc, Date: 2018-06-15  Authors: jacob pramuk, leah mills
Keywords: news, cnbc, companies, trumps, certainly, trump, sign, try, wouldnt, gops, house, compromise, young, immigration, support, bill, president


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Beijing is upping the pressure on Taiwan: ‘Expectation of reunification is certainly increasing’

Tensions in the Taiwan Strait have risen considerably in recent months, as mainland China’s military continues to move closer to the island of Taiwan and as Beijing has sought to diplomatically isolate Taipei. Although there have been periods of tension and of reconciliation between the two, Beijing has recently been applying the pressure. In recent months, Beijing has escalated its military presence in the Taiwan Strait by conducting live firing drills, as well as patrolling the airspace around


Tensions in the Taiwan Strait have risen considerably in recent months, as mainland China’s military continues to move closer to the island of Taiwan and as Beijing has sought to diplomatically isolate Taipei. Although there have been periods of tension and of reconciliation between the two, Beijing has recently been applying the pressure. In recent months, Beijing has escalated its military presence in the Taiwan Strait by conducting live firing drills, as well as patrolling the airspace around
Beijing is upping the pressure on Taiwan: ‘Expectation of reunification is certainly increasing’ Cached Page below :
Company: cnbc, Activity: cnbc, Date: 2018-05-31  Authors: andrew wong, ulet ifansasti, getty images, prisma dukas, -timothy heath, rand analyst
Keywords: news, cnbc, companies, recent, beijing, strait, pressure, taiwan, certainly, military, moved, increasing, reunification, president, diplomatically, upping, months, expectation, island


Beijing is upping the pressure on Taiwan: 'Expectation of reunification is certainly increasing'

Tensions in the Taiwan Strait have risen considerably in recent months, as mainland China’s military continues to move closer to the island of Taiwan and as Beijing has sought to diplomatically isolate Taipei.

Mainland China and Taiwan have long had fraught relations stemming from an agreement they should be one country, but a disagreement about which government should rule. Although there have been periods of tension and of reconciliation between the two, Beijing has recently been applying the pressure.

In recent months, Beijing has escalated its military presence in the Taiwan Strait by conducting live firing drills, as well as patrolling the airspace around the region with bombers, spy planes and new fighter jets. The Chinese military had also repeatedly sailed its sole operating aircraft carrier through the Taiwan Strait, as a direct threat to Taiwan according to a spokesman for Beijing.

Chinese President Xi Jinping has also moved to restrict Taiwan’s international influence by diplomatically isolating the island. Since Taiwan President Tsai Ing-wen’s election in 2016, China has moved to persuade diplomatic allies of the island to switch allegiances, and has so far succeeded on five accounts, including twice in recent months.


Company: cnbc, Activity: cnbc, Date: 2018-05-31  Authors: andrew wong, ulet ifansasti, getty images, prisma dukas, -timothy heath, rand analyst
Keywords: news, cnbc, companies, recent, beijing, strait, pressure, taiwan, certainly, military, moved, increasing, reunification, president, diplomatically, upping, months, expectation, island


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Apple faces these technical roadblocks in the comedown from earnings euphoria

As Apple basks in its post-earnings glow, one technician warns of a bumpier road that could put the path to a $1 trillion market cap at risk. “Apple is trying to get through this $175 to $180 level all the way back from November of last year. Apple shares have struggled to break above the $180 mark outside of a mid-March spike that captured all-time highs. The world’s largest company is closing in on a $1 trillion market cap, a level never before seen for a publicly traded company. It currently


As Apple basks in its post-earnings glow, one technician warns of a bumpier road that could put the path to a $1 trillion market cap at risk. “Apple is trying to get through this $175 to $180 level all the way back from November of last year. Apple shares have struggled to break above the $180 mark outside of a mid-March spike that captured all-time highs. The world’s largest company is closing in on a $1 trillion market cap, a level never before seen for a publicly traded company. It currently
Apple faces these technical roadblocks in the comedown from earnings euphoria Cached Page below :
Company: cnbc, Activity: cnbc, Date: 2018-05-03  Authors: keris lahiff, ilya naymushin, tim boyle, bloomberg, getty images, sally shin, kcna, thomas barwick getty images, source, lawrence mcdonald
Keywords: news, cnbc, companies, comedown, schlossberg, faces, euphoria, technical, gordon, customer, growth, certainly, quarter, earnings, roadblocks, apple, market, good, cap


Apple faces these technical roadblocks in the comedown from earnings euphoria

As Apple basks in its post-earnings glow, one technician warns of a bumpier road that could put the path to a $1 trillion market cap at risk.

“We’re gapping up into this huge, massive overhead supply,” Todd Gordon, founder of TradingAnalysis.com, told CNBC’s “Trading Nation” on Wednesday. “Apple is trying to get through this $175 to $180 level all the way back from November of last year. There’s a massive amount of resistance overhead.”

Apple shares have struggled to break above the $180 mark outside of a mid-March spike that captured all-time highs. Its stock closed above $180 for the first time ever on March 12, a settlement it has yet to repeat.

The company’s post-earnings rally on Wednesday did provide a “constructive” move that could fuel a break through resistance levels, Gordon says.

“We technicians refer to that as a breakaway gap which usually kind of starts the momentum going,” said Gordon. “If you just do a little true line just over the last three significant highs, if we can get through $177 I think we have a shot to the topside.”

Apple closed Wednesday’s session more than 4 percent higher at $176.57. It has not settled above $177 in two weeks.

Gains in broader markets could also act as a barrier to Apple’s advance higher, according to Gordon.

“If we just take a quick look at the indexes, we are so tight inside of these ranges. If we look at that QQQ, the Nasdaq 100, you can’t squeeze this thing anymore,” said Gordon. “Watch your technicals. We’re very clearly defined in this consolidation.”

To Boris Schlossberg, managing director of FX strategy at BK Asset Management, Apple looks good, but not good enough to take on a lot of risk.

“It’s certainly a buy, it certainly looks very good fundamentally but it is not a chase at this point,” Schlossberg said Wednesday. “I would much rather be selling puts and basically letting it come to you rather than chase the stock.”

The problem, he told “Trading Nation,” is that Apple will struggle to expand its customer base.

“They’ve been able to retain their customer base, their customer experience is still very strong. They really aren’t able to grow it forward,” said Schlossberg. “As far as growth, organic growth, goes there isn’t much there.”

The quarter was “certainly was impressive on a bare-bones basis but I think ultimately it’s still a slow growth story,” Schlossberg added.

Apple beat estimates on its top and bottom lines in its fiscal second quarter and guided for a third quarter at the high end of expectations. Second-quarter iPhone sales, a key measure of growth, were just slightly lower than forecast. Apple also pledged $100 billion in stock buybacks.

The world’s largest company is closing in on a $1 trillion market cap, a level never before seen for a publicly traded company. It currently has a market cap of $896 billion.


Company: cnbc, Activity: cnbc, Date: 2018-05-03  Authors: keris lahiff, ilya naymushin, tim boyle, bloomberg, getty images, sally shin, kcna, thomas barwick getty images, source, lawrence mcdonald
Keywords: news, cnbc, companies, comedown, schlossberg, faces, euphoria, technical, gordon, customer, growth, certainly, quarter, earnings, roadblocks, apple, market, good, cap


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Giuliani’s interview with Hannity was more strategic than you think. But here’s where he fumbled

That statement certainly raises eyebrows.” During the interview yesterday, Giuliani made it clear that Trump did pay the $130,000 to silence Daniels. That statement, the “funneling” of money, certainly raises eyebrows. Realizing he was in a corner, Giuliani then stated that the money was used for unspecified “expenses” to reimburse Cohen. Now the question is whether the documents prove that Trump committed a crime by making the payment before the election.


That statement certainly raises eyebrows.” During the interview yesterday, Giuliani made it clear that Trump did pay the $130,000 to silence Daniels. That statement, the “funneling” of money, certainly raises eyebrows. Realizing he was in a corner, Giuliani then stated that the money was used for unspecified “expenses” to reimburse Cohen. Now the question is whether the documents prove that Trump committed a crime by making the payment before the election.
Giuliani’s interview with Hannity was more strategic than you think. But here’s where he fumbled Cached Page below :
Company: cnbc, Activity: cnbc, Date: 2018-05-03  Authors: richard roth, jabin botsford, the washington post, getty images
Keywords: news, cnbc, companies, heres, cohens, fumbled, think, giulianis, trump, money, certainly, statements, interview, strategic, statement, cohen, giuliani, hannity, raises, prove


Giuliani’s interview with Hannity was more strategic than you think. But here's where he fumbled

“As if trying to walk a tight rope with clogs—Giuliani went on to state that the money was, indeed, ‘funneled’ through Cohen’s firm. That statement certainly raises eyebrows.”

During the interview yesterday, Giuliani made it clear that Trump did pay the $130,000 to silence Daniels. That portion of the statement was clearly planned and well-thought-out as Trump now realizes that the Mueller team and the United States Attorney’s Office for the Southern District of New York, which have obtained all of Cohen’s files, likely have the documents to prove that the monies were actually paid by Trump.

That is, the U.S. Attorney’s office almost certainly has evidence to prove that Trump was lying because it presumably has all of Cohen’s and Trump’s bank statements, wires, checks and transfers.

So, it’s safe to assume the prosecutors, including Mueller, have “the goods” to prove that the money did come from the president himself. So, that portion of Giuliani’s statement was not a fumble but presumably was a conscious decision to have Giuliani allow the accurate information to slip out on behalf of the White House.

Let’s not forget that Giuliani has often made blundering statements to the media (like the admission that the Trump ban on immigrants was actually a ban on Muslims). But this statement appears to be strategic and intentional. And Trump does now faces a serious issue as to whether he broke election laws by paying Daniels.

But Giuliani, true to form, did not stop there. During the interview, in typical Giuliani fashion — as if trying to walk a tightrope with clogs — even though he admitted that the money came from Trump, he went on to state that the money was, indeed, “funneled” through Cohen’s firm.

That statement, the “funneling” of money, certainly raises eyebrows. Realizing he was in a corner, Giuliani then stated that the money was used for unspecified “expenses” to reimburse Cohen. So, Trump paid Cohen to reimburse him the expense of paying Daniels? Talk about inconsistent! The White House, again, was numbed by the statements, having no comment on the matter.

As Walter Scott once said, “O, what a tangled web we weave when first we practice to deceive!” How can Trump transfer $130,000 to Cohen for expenses while, at the same time, pay Cohen to hush Daniels?

While the Giuliani interview was probably planned to leak that Trump did pay Daniels — which everyone presumed — far from resolving an outstanding issue, it simply raises more questions and it could certainly put him in legal jeopardy as it runs afoul of federal election laws.

Now the question is whether the documents prove that Trump committed a crime by making the payment before the election. Stay tuned ….

Commentary by Richard Roth, an attorney, focusing on sports, white-collar crime, and employment law. Mr. Roth has represented publicly held corporations, privately held businesses, and CEOs, as well as celebrities, athletes, and professional sports organizations. Follow him on Twitter @TheRothLawFirm.

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Company: cnbc, Activity: cnbc, Date: 2018-05-03  Authors: richard roth, jabin botsford, the washington post, getty images
Keywords: news, cnbc, companies, heres, cohens, fumbled, think, giulianis, trump, money, certainly, statements, interview, strategic, statement, cohen, giuliani, hannity, raises, prove


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Amazon, the last of FANG, reports earnings Thursday. Here’s how to trade it

The main event on the earnings calendar right now is Amazon’s report, due out after the bell on Thursday. The revelation that the company now has 100 million Amazon Prime members globally was a huge boost for the stock last week, but traders will now want to know how Amazon Web Services is performing. It was reported earlier this month that Netflix was testing the waters in moving to the Google cloud from AWS. This could certainly be a factor to consider if AWS growth slows. At this point, as Am


The main event on the earnings calendar right now is Amazon’s report, due out after the bell on Thursday. The revelation that the company now has 100 million Amazon Prime members globally was a huge boost for the stock last week, but traders will now want to know how Amazon Web Services is performing. It was reported earlier this month that Netflix was testing the waters in moving to the Google cloud from AWS. This could certainly be a factor to consider if AWS growth slows. At this point, as Am
Amazon, the last of FANG, reports earnings Thursday. Here’s how to trade it Cached Page below :
Company: cnbc, Activity: cnbc, Date: 2018-04-25  Authors: boris schlossberg, tim graham, getty images, daniel acker, bloomberg, kcna, thomas barwick getty images, source, lawrence mcdonald
Keywords: news, cnbc, companies, aws, amazons, fang, cloud, heres, amazon, certainly, related, im, week, stock, consider, trade, reports, earnings


Amazon, the last of FANG, reports earnings Thursday. Here's how to trade it

The main event on the earnings calendar right now is Amazon’s report, due out after the bell on Thursday. I’m watching several key components of its report.

The revelation that the company now has 100 million Amazon Prime members globally was a huge boost for the stock last week, but traders will now want to know how Amazon Web Services is performing.

The platform is indeed the dominant cloud provider; the critical question for investors to consider will be whether it has enough pricing power to absorb the increase in labor costs related to addressing security flaw vulnerabilities.

It was reported earlier this month that Netflix was testing the waters in moving to the Google cloud from AWS. This could certainly be a factor to consider if AWS growth slows.

Additionally, any comments related to possible repricing of its contract with the U.S. Postal Service could also rattle the market.

At this point, as Amazon’s stock is up 60 percent in the last year and trading above $1,450 per share, it’s certainly priced for perfection. Any small miss would no doubt cause a fast, furious sell-off.

But I’m of the belief that Amazon is the blue chip of the 21st century, as close to a Warren Buffett “moat” as we are likely to get, so any sharp dip would be a buying opportunity.


Company: cnbc, Activity: cnbc, Date: 2018-04-25  Authors: boris schlossberg, tim graham, getty images, daniel acker, bloomberg, kcna, thomas barwick getty images, source, lawrence mcdonald
Keywords: news, cnbc, companies, aws, amazons, fang, cloud, heres, amazon, certainly, related, im, week, stock, consider, trade, reports, earnings


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