Morgan BrennanOvjeren akaunt

@MorganLBrennan

CNBC, co-anchor of . Former Forbes writer. Mom and wife. One-time singer. Anthropology enthusiast. Die-hard foodie.

New York City
Vrijeme pridruživanja: ožujak 2010.

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  2. The problems continue for the $13B USS Gerald R. Ford, the first aircraft carrier in the Ford class

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  3. Overlooked in results: On the conference call, forecasting more growth & profit margin expansion driven by Honeywell Connected Enterprise- the segment focused on selling software to customers CEO Adamczyk citing “double-digit connected software growth" in 2019

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  4. says was 11.6% of 2019 revenue-or $8.6B Citi’s take: “It may be more sustainable than many think, but it can’t be valued at the same multiple as the rest of UPS’s business...” Adding the news could be a competitive selling point for w. SMB ecommerce customers

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  5. In its earnings report: Raytheon acquired Vista Equity Partners’ interest in Forcepoint for $588MM, meaning the commercial cybersecurity business is now wholly owned by As the - merger proceeds, this paves the way for a possible Forcepoint exit.

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  6. proslijedio/la je Tweet
    29. sij

    This is the sharpest movie of the Sun ever made. Even at this fine resolution, the scale is enormous; each plasma cell here is about the size of Texas. via

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  7. Also in earnings: In Defense, Space & Security- $410M pre-tax charge due to Starliner “primarily to provision for an additional uncrewed mission for the Commercial Crew program, performance and mix.” It pushed Q4 Defense biz operating margin down to 0.5% (vs 11.2% in 4Q18)

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  8. Worth the watch - a great intv by Especially important: the comments on AI. The dual-use nature of artificial intelligence is a critical topic that comes up repeatedly in my conversations w. experts regarding national security and defense

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  9. . Dan Ives: "While will continue to fight this issue...& possibly drag out the inevitable start of we ultimately believe this is a paradigm changer for who will remain the lone winner...& remains a stinging defeat for Amazon.."

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    Blame the Fed. Blame tariffs. Blame GM. Blame Boeing. But US industrial production has fallen from 5.4% growth in September 2018 to minus-1.01% in December. “Production has been negative for the last four months.” (via DRW)

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  11. “I spoke to him very recently, and he's also doing the rockets. He likes rockets. And-- he does good at rockets too, by the way. I never saw where the engines come down with no wings, no anything, and they're landing. I said I've never seen that before” -referring to

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    In Rapid Fire today: 🔥 ’s strategy 🔥 ’s new feature 🔥 ’s final countdown 🔥 owner David Tepper’s impact on the , , and ’s discuss with on

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  13. Economic commentary from key Industrials reporting earnings: (also, mixed results from )

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  14. It’s a tough job sometimes...but someone has to do it

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  15. . "anticipates an average of 990 satellites will be launched every year for the next 10 years, regardless of their mass." Fourfold increase in demand w. 9900 sats to be launched by 2028 (vs 2300 last decade) - expected to boost revenue by 28% (h/t )

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  16. “The term UFO, along with others like "unidentified aerial phenomena" and "unidentified flying object," does not necessarily mean the object is thought to be extraterrestrial...” Theories? What do you think these “objects” are?

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  18. Cass Freight Index posts biggest y/y drop since 2008/2009 Holiday effect aside-higher inventories & manufacturing contraction big factors “While we expect comps to ease & volumes to flatten out, we are not forecasting much growth in...freight volumes in 2020”

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  19. No red today. Note the purple ties that President Trump - and VP Pence and other male administration officials are donning today

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    14. sij
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