Oil’s Big Breakdown, and a Special Earnings-Focused Second Hour 7/12/22
CNBC's "Fast Money"
00:00
The Demand Warning From Big Tech
Timothy Stanley: Apple's valuation just doesn't really make sense. He says the cloud business is a massive, mass ive business that grew 29% last year and will grow half this year. The company has even more dollar pain ahead of it than they've announced, he adds. But i think we've priced in all the syclicality in there in their digital ad business - no one's going to really knock them off that mantl.
Play episode from 01:03:50
Transcript
