Frank Holland @FrankCNBC
Correspondent/ Anchor @CNBC @PittTweet Grad @BentleyU MBA @kapsi1911 Nupe. #Philly CNBC.COM New York, USA Joined December 2015-
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#WEXWrapUp w/ @FrankCNBC: Stories you may have missed from today's show. - Mark Zuckerberg's net worth plummets - $RBRK rallies during public debut - FTC restores net neutrality rules - Jamie Dimon's soft landing warning - Rob Walton exits $WMT board - $PARA, Skydance deal
"Financial services fees were higher. Why is that? Because the stock market did great last year. That was a big reason why the quarterly PCE yesterday was a little hotter," says @RyanDetrick to @FrankCNBC
"The market is far more interested at the moment with those outlook statements and with the pure play individual stock stories and the growth outlooks and the runway for AI," says @sophielundyates to @FrankCNBC $GOOGL $MSFT $SNAP
"You're looking at about $25 billion of incremental revenue that these three big tech companies pulled in year-on-year, which is just unprecedented," says Arete Research's Richard Kramer to @FrankCNBC $GOOGL $MSFT $META
"They would not be doubling their capex spend from $30 billion to $60 billion without some indication that the demand [for AI] is going to be extremely strong," says @Oppenheimer's Timothy Horan to @FrankCNBC $MSFT
"It's not a bubble if it's underpinned by the strength in the fundamentals, and our view has been all along that this reporting season is going to be extremely, extremely important," says @cit's Beata Manthey to @FrankCNBC
$CRM says it has a growing need for data-management tools. @clarashih speaks exclusively with @FrankCNBC on the direction of future investments.
"The numbers were fantastic. The problem is the story, which is Mark [Zuckerberg] getting real and saying we're going to need to spend," says @GilmanHill to @FrankCNBC $META
"For $MSFT, AI is an enabler, and for $GOOGL as well, their cloud business here has a chance if their cloud business can pick up growth and show growth from AI," says Northstar Asset Management's Nimrit Kang to @FrankCNBC
"This bet [on AI] is going to pay off, and the people who don't get scared are going to see some upside," says @sarahkunst to @FrankCNBC $META
"The Fed Funds Futures have adjusted. What has not adjusted is the broad multiple across the stock market, and that is why you're seeing quite a bit of blood in the streets at the moment," says @GinaVSanchez to @FrankCNBC
Great tech conversation on @CNBCWEX with @FrankCNBC 🔥🏆👇
Great tech conversation on @CNBCWEX with @FrankCNBC 🔥🏆👇
#WEXWrapUp w/ @FrankCNBC: Stories you may have missed from today's show. - $IBM pacing for worst day since 2021 - $AAPL China phone shipments fall - $RBRK prices IPO at $32/share - $WBA bets on cell therapies - Ryan Gosling breaks @nbcsnl record - @starwars themed milk
Let's goooooo! @CNBCWEX
Cash is rook?!?! We get the Cramer call on the selloff and… BONDS! @CNBCWEX X @jimcramer @MadMoneyOnCNBC
#WEXWrapUp w/ @FrankCNBC: Stories you may have missed from today's show. - $TSLA soars despite dismal Q1 - Senate passes @tiktok_us ban, foreign aid bills - $V higher on strong results - $TXN earnings beat - @rubrikInc IPO oversubscribed
"We are not seeing earnings getting weaker at this point in time, so you're getting a little bit of relief that this earnings season is not as bad as what it looked like it was going to be when the banks started reporting," says @Piper_Sandler's Craig Johnson to @FrankCNBC
"You need to be spending to remain competitive in AI," says @Kantrowitz to @FrankCNBC $META
"Our Buy rating is really a function of where the demand equation sits right now, and if you look at where backlog is, we actually expect to hit an all-time high," says @Stifel's Bert Subin to @FrankCNBC $BA
Carl Quintanilla @carlquintanilla
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412K Followers 682 Following Chief Investment Strategist, Charles Schwab & Co., Inc. Disclosures: https://t.co/UPkjXSZ9uc#WEXWrapUp w/ @FrankCNBC: Stories you may have missed from today's show. - Mark Zuckerberg's net worth plummets - $RBRK rallies during public debut - FTC restores net neutrality rules - Jamie Dimon's soft landing warning - Rob Walton exits $WMT board - $PARA, Skydance deal
"Financial services fees were higher. Why is that? Because the stock market did great last year. That was a big reason why the quarterly PCE yesterday was a little hotter," says @RyanDetrick to @FrankCNBC
"The market is far more interested at the moment with those outlook statements and with the pure play individual stock stories and the growth outlooks and the runway for AI," says @sophielundyates to @FrankCNBC $GOOGL $MSFT $SNAP
"You're looking at about $25 billion of incremental revenue that these three big tech companies pulled in year-on-year, which is just unprecedented," says Arete Research's Richard Kramer to @FrankCNBC $GOOGL $MSFT $META
"They would not be doubling their capex spend from $30 billion to $60 billion without some indication that the demand [for AI] is going to be extremely strong," says @Oppenheimer's Timothy Horan to @FrankCNBC $MSFT
"It's not a bubble if it's underpinned by the strength in the fundamentals, and our view has been all along that this reporting season is going to be extremely, extremely important," says @cit's Beata Manthey to @FrankCNBC
$CRM says it has a growing need for data-management tools. @clarashih speaks exclusively with @FrankCNBC on the direction of future investments.
I'm in the 💺 and ready to go! Joining @FrankCNBC on @CNBCWEX soon! ☕ ⏰
"The numbers were fantastic. The problem is the story, which is Mark [Zuckerberg] getting real and saying we're going to need to spend," says @GilmanHill to @FrankCNBC $META
"For $MSFT, AI is an enabler, and for $GOOGL as well, their cloud business here has a chance if their cloud business can pick up growth and show growth from AI," says Northstar Asset Management's Nimrit Kang to @FrankCNBC
"This bet [on AI] is going to pay off, and the people who don't get scared are going to see some upside," says @sarahkunst to @FrankCNBC $META
"The Fed Funds Futures have adjusted. What has not adjusted is the broad multiple across the stock market, and that is why you're seeing quite a bit of blood in the streets at the moment," says @GinaVSanchez to @FrankCNBC
Great tech conversation on @CNBCWEX with @FrankCNBC 🔥🏆👇
"For $MSFT, AI is an enabler, and for $GOOGL as well, their cloud business here has a chance if their cloud business can pick up growth and show growth from AI," says Northstar Asset Management's Nimrit Kang to @FrankCNBC
#WEXWrapUp w/ @FrankCNBC: Stories you may have missed from today's show. - $IBM pacing for worst day since 2021 - $AAPL China phone shipments fall - $RBRK prices IPO at $32/share - $WBA bets on cell therapies - Ryan Gosling breaks @nbcsnl record - @starwars themed milk
@FrankCNBC Go Get Em! need a good seven year auction today to bust the gloom of Meta and IBM and ServiceNow
The Japanese Yen pierced 155 and is showing increased volatility. Japan's Ministry of Finance could try to prevent further depreciation--155 was thought of as a key level. Intervention chatter strong today.
cnbc.com/video/2024/04/… @CNBCPro @LastCallCNBC
"Tesla needed an adult in the room, and @elonmusk was the adult in the room," says @DivesTech as shares of Tesla surge following a renewed push for affordable models. $TSLA
#WEXWrapUp w/ @FrankCNBC: Stories you may have missed from today's show. - $TSLA soars despite dismal Q1 - Senate passes @tiktok_us ban, foreign aid bills - $V higher on strong results - $TXN earnings beat - @rubrikInc IPO oversubscribed
"We are not seeing earnings getting weaker at this point in time, so you're getting a little bit of relief that this earnings season is not as bad as what it looked like it was going to be when the banks started reporting," says @Piper_Sandler's Craig Johnson to @FrankCNBC
"You need to be spending to remain competitive in AI," says @Kantrowitz to @FrankCNBC $META