Markets Turn from Economy to Earnings, and Is Nelson Peltz Right About Disney? 1/12/23
CNBC's "Fast Money"
00:00
Can I Pause It?
I think semiconductor company in the world was up at one point in today, almost 9%, close almost up 7%. They essentially had guided lower and they hit that and maybe even beat upon it. What we say about semiconductors all the time is that you're buying them six to nine months ahead of when things actually do get better. Perhaps the markets have done the same thing though to some extent. I mean, maybe, maybe that October low reflects the earnings reset that we are about to have already.
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