Josh Brown said there's a case to be made that Waymo, if it were a separate company, could be worth as much as Tesla. The only problem with that, as far as we know, is that Waymo doesn't actually sell any cars. (This writer is long GOOGL.)
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Meanwhile, Judge said "10 companies made up 2/3 of all the capex increases that, that we've seen." Weiss asks if analyst is simply ‘taking a guess here’
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Sarat Sethi opened Tuesday's fairly flat Halftime Report saying he wasn't expecting "any real bad news" from AAPL, but he's not sure it's the driver of a stock market recovery.
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SIGN UP FOR JOB LEADS Judge said DBX was seen by some as an "important IPO in and of itself (sic last 4 words unnecessary/redundant)" for tech.
Jim Cramer of all people jumped on that and upped the ante Thursday morning, stating (according to Judge) that Jim said it's the "best call I've heard in a long time" because "everyone wants to cut off Toni Sacconaghi, he's too negative, most of the CEOs say that guy, that guy, that guy, all he does is talk negative."
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