Intel & IBM Lead an Earnings Trifecta, and Breaking Down the Long Bond Game
CNBC's "Fast Money"
CNBC
3.9 • 1.3K Ratings
🗓️ 21 January 2021
⏱️ 44 minutes
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Summary
Transcript
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| 0:00.0 | I'm Melissa Lee and this is Fast Money. |
| 0:03.4 | Tonight's straighter lineup, Guy Dami, Tim Seymour, Karen Feinerman and Dan Nathan |
| 0:06.6 | tonight on Fast, a tech double play. |
| 0:08.8 | Intel and IBM both on the move after reporting results will break down the after hours |
| 0:12.4 | action straight ahead. Plus retail, rip on the move after reporting results will break down the after hours action |
| 0:12.8 | straight ahead plus retail ripping names like Dillard's Bed Bath and Beyond |
| 0:16.8 | and Coles all posting big gains were shopping for opportunity in this retail |
| 0:21.1 | rebound and later go long or go home that could be the new battle |
| 0:25.1 | cry in the bond market we're breaking down what a 50 year US Treasury could mean for |
| 0:29.9 | your money. We kick things off with those after hours movers and Intel and IBM |
| 0:34.1 | both lower on earnings as their calls kick off. We've got full team |
| 0:37.3 | covered standing by to break down the numbers. Deidribosa standing by an |
| 0:40.1 | IBM but we start with Josh Lipton and more on Intel's big quarter Josh. |
| 0:44.0 | So Melissa, remember heading into this print that stock had rally. |
| 0:47.3 | Intel was up about 20% year today. |
| 0:49.4 | Clearly some investors excited about Pat Gelsinger taking the reins at the chip giant. |
| 0:54.7 | Though now you see it slipping in the after hours. |
| 0:56.9 | If you look at the print, beats on the bottom and the top, the Q1 forecast was upbeat relative |
| 1:01.6 | to expectations. |
| 1:03.0 | Segment, C.C.G. chips for PCs, 10.9 billion, |
| 1:06.7 | DCG chips for servers, 6.1 billion. |
| 1:09.6 | Both better than expected. |
... |
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