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Feb 15, 2024
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brian? >> i guess that's going to be the question we'll answer in the next segment, so steve, stick around. your next guest says america is still the best place to be right now, but a contraction is coming. the question is more when, not if. and what do you do to position against all of that? joining us now is brian weinstein, from morgan stanley investment management. thanks for joining us. >> thanks for having me. >> you can, japan in recession. germany's probably next. the u.s. appears still to be, by far, the best house in any neighborhood globally, i think. >> agreed. it's priced that way, you can see it. the u.s. stock market continues to handle it. look at japan -- >> japan's a weird -- it's soaring as they go into recession. >> when you look at the uk and japan and a little bit of germany, it's a reminder that your policy decisions have a long tail. and these aren't bad things happening. the global economy is doing okay. the u.s. is doing better because it's been buoyed by deficit sp
brian? >> i guess that's going to be the question we'll answer in the next segment, so steve, stick around. your next guest says america is still the best place to be right now, but a contraction is coming. the question is more when, not if. and what do you do to position against all of that? joining us now is brian weinstein, from morgan stanley investment management. thanks for joining us. >> thanks for having me. >> you can, japan in recession. germany's probably next. the...
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Feb 1, 2024
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>> yeah, i think that's a good question, brian. and i think it may be starting to but i think it needs -- just like it needs a little more data to be confident to cut rates, it will need more data of weak job growth to make that call you still have relatively low jobless claims and the adp signaled somewhat weaker employment growth, as did the ism this morning i think there's a couple months of weaker job growth, the fed may increasingly put its focus there. it could speed up the timetable a bit. but i think the data has to be pretty bad for that to happen. >> david, do you expect we'll get that kind of -- to steve's point, quote unquote, bad data and see that shift focus from inflation to maximizing employment >> not in the near term. i think for now, chair powell indicated there's a pretty high bar for tin nation data to give them the confidence that they want in order to cut by the march meeting. so we pushed back our base case forecast from march to may more broadly, though, i think you're right that any sign of something going
>> yeah, i think that's a good question, brian. and i think it may be starting to but i think it needs -- just like it needs a little more data to be confident to cut rates, it will need more data of weak job growth to make that call you still have relatively low jobless claims and the adp signaled somewhat weaker employment growth, as did the ism this morning i think there's a couple months of weaker job growth, the fed may increasingly put its focus there. it could speed up the...
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Feb 5, 2024
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did pretty well. >> hi, brian. you're exactly right and it is a middle eastern and european issue and really in the middle east where there was a big miss in the international developed license market and that was a market that's more exposed to developing market and the middle east really set that market back. it's off about 1200 base points in the underlying basis and a big slowdown there and unclear with the resolution when that will improve and most folks were pretty pleased with the u.s. number better than we expected, as well and pretty much in line with the published consensus estimates, but the vibe was there and there will be a miss there and some pushes and pulls in the release and the middle eastern dynamic is clearly stealing the show. >> the stock's up 35% since just before the pandemic hit. just down today and just off of all-time highs and how do we head this from an investor's perspective? >> they have the great u.s. playbook and on the u.s. side their scale is benefiting them through investments an
did pretty well. >> hi, brian. you're exactly right and it is a middle eastern and european issue and really in the middle east where there was a big miss in the international developed license market and that was a market that's more exposed to developing market and the middle east really set that market back. it's off about 1200 base points in the underlying basis and a big slowdown there and unclear with the resolution when that will improve and most folks were pretty pleased with the...
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Feb 14, 2024
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i'm brian sullivan in for kelly evans once gain. here is what is ahead. it was yesterday's big market reaction, was it just an overreaction to an increase in inflation, or an excuse to take profits, or something maybe more alarming? lots of ors. one of our guest says it's just a matter of time until we see more, not less, inflation. we'll tell you why. >>> plus, shares of robin hood surging after the company posting a surprise profit and it got more aggressive in courting customers away from bigger brokerage firms. what happens when those promotions expire? we'll ask. >>> and ev demand is slowing. one company that is trying to change your minds. an interesting concept. >>> markets rebounding today after the worst session in nearly a year following the increase in consumer led inflation. but was that number just a blip or could we be looking at more of a worst case scenario that will require the fed to either keep rates high or simply not cut for longer than we think? steve liesman is here with more on no doubt the great debate on wall street. >> exactly,
i'm brian sullivan in for kelly evans once gain. here is what is ahead. it was yesterday's big market reaction, was it just an overreaction to an increase in inflation, or an excuse to take profits, or something maybe more alarming? lots of ors. one of our guest says it's just a matter of time until we see more, not less, inflation. we'll tell you why. >>> plus, shares of robin hood surging after the company posting a surprise profit and it got more aggressive in courting customers...
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Feb 21, 2024
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phil >> brian, take a look at shares of boeing. the company announcing a leadership shakeup when it comes to its commercial airplanes division we're not going to go through all of the executives who have been promoted into various positions, but there are two moves that will get a lot of attention. ed clark, who is the vice president of 737 max and the facility where the max is built, been with the company 18 years he's leaving boeing. so the person who was in charge of the max program is leaving boeing also, boeing promoting elizabeth lund, a longtime executive within the company she will be put into a new position, which is the vice president of bca quality boeing commercial airplanes quality. big move here by boeing, saying we need to focus even more than where we are in terms of quality coming off the incident with the alaska airlines plane and the door plug that was ripped off in mid flight so, again, two changes in the leadership that we are noting here from boeing but there are a number of people moving into new positions wi
phil >> brian, take a look at shares of boeing. the company announcing a leadership shakeup when it comes to its commercial airplanes division we're not going to go through all of the executives who have been promoted into various positions, but there are two moves that will get a lot of attention. ed clark, who is the vice president of 737 max and the facility where the max is built, been with the company 18 years he's leaving boeing. so the person who was in charge of the max program is...
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Feb 6, 2024
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that's right, brian. of course this comes as you're stressing out the grid with more things going electric from electric vehicles to heat pumps. to your point about pjm, a third of worldwide data centers are in the u.s. with that concentration outside d.c., as you noted. this comes as the interconnection queue has grown to more than five years in some places with all of these new projects waiting to come online. but it's just such a slow process and so when you have this demand growth from data centers, combined with some regulatory hurdles, it just seems like at a certain point we might come up short. what does that mean for consumers and their power prices? >> pippa stevens, an important story there. the grid -- pippa, thank you. courtney, the grid operator on a friday night sort of dump on pr durp came out with a report and said, not sure we'll have the capacity to power 13 states. ohio, pennsylvania -- >> oops. >> may not have it. and yet we keep adding demand. >> it's unbelievable. >> we're not addin
that's right, brian. of course this comes as you're stressing out the grid with more things going electric from electric vehicles to heat pumps. to your point about pjm, a third of worldwide data centers are in the u.s. with that concentration outside d.c., as you noted. this comes as the interconnection queue has grown to more than five years in some places with all of these new projects waiting to come online. but it's just such a slow process and so when you have this demand growth from data...
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Feb 9, 2024
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brian? >> that's an important update. we talked about it yesterday. i'm glad you could bring it back to us yesterday. >> i wanted to close the loop on it there. >> i don't know how i was going to sleep tonight. >> you could call it paris match, couldn't you? >> you've got a strike. here we go. tyler mathisen, thank you. >>> all right. coming up, chiefs and 49ers. players are speaking out on business. and they're talking elon musk, artificial intelligence, and yeah, even the federal reserve. contessa brewer is live in las vegas, talking about the federal reserve. contessa? >> reporter: that's right, brian. and boy, this was a fierce battle, head-to-head. i got the super bowl teams to tackle tough questions and look, wall street, might want to listen up. hexcng iba aer this. s of cyber threats each year. that rate is increasing as more and more businesses move to the cloud. - so, the question is... - cyber attack! as cyber criminals expand their toolkit, we must expand as well. we need to reth
brian? >> that's an important update. we talked about it yesterday. i'm glad you could bring it back to us yesterday. >> i wanted to close the loop on it there. >> i don't know how i was going to sleep tonight. >> you could call it paris match, couldn't you? >> you've got a strike. here we go. tyler mathisen, thank you. >>> all right. coming up, chiefs and 49ers. players are speaking out on business. and they're talking elon musk, artificial intelligence,...
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to which, brian belski, good to have you back. you argue this all may be overstated, that we're overestimating the risk, so to speak, involving this concentration in the market. how so >> i think we are. thanks so much for having us wepublished this note yesterda just because the consternation is so much top of mind for everyone, scott, it doesn't matter if it's media or clients or high net worth. obviously the big moving stocks in january is different than it was last year. i think what we have found going back to 1990 that the average performance of the s&p 500 following a concentration of these ten stocks the year before, the average performance the year following that is positive 14.3% and i think it bodes well -- >> hold on a second. what kind of history are you looking at we've only -- it's not like this has always been the case these are a select group of stocks that are just coming off a huge year. ten years ago? 1999 >> since 1990 -- people love historical facts i'm just giving you analysis, not reacting to what happened
to which, brian belski, good to have you back. you argue this all may be overstated, that we're overestimating the risk, so to speak, involving this concentration in the market. how so >> i think we are. thanks so much for having us wepublished this note yesterda just because the consternation is so much top of mind for everyone, scott, it doesn't matter if it's media or clients or high net worth. obviously the big moving stocks in january is different than it was last year. i think what...
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swift, brian. looking at entry of 2 is, no yield, you can see at 10:00 eastern, the way they popped. not only that, look at the 2- day with today's trade trading higher than friday's high yield, true of everything from 2's, 3's, 5's, 10's, the entire curve of treasuries, seeing that strength. more selling, pushing yields up. finally, the dollar index continues to respond to higher interest rates and potentially fewer rate cuts in 2024. it's on pace for the best close in nearly 3 months. back to you, thank you for that, rick. over to courtney reagan now for a cbc news update. >>> high, contessa for the senate released a bipartisan order but late yesterday. we have a response from republican in the house. speaker johnson, along with other gop leaders, released a joint statement this afternoon, saying, the bill is, quote, dead on arrival in the house. >>> as the border bill link which is, president biden condemns the push to push against homan secretary alejandra mayorkas. that's according to a statem
swift, brian. looking at entry of 2 is, no yield, you can see at 10:00 eastern, the way they popped. not only that, look at the 2- day with today's trade trading higher than friday's high yield, true of everything from 2's, 3's, 5's, 10's, the entire curve of treasuries, seeing that strength. more selling, pushing yields up. finally, the dollar index continues to respond to higher interest rates and potentially fewer rate cuts in 2024. it's on pace for the best close in nearly 3 months. back to...
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Feb 20, 2024
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i'm brian sullivan. here's what is ahead. the job market is still tight, the consumer isstill strong, and even some of the most negative data points of the economy are getting less bad. what is the economy is actually getting stronger? >>> plus, one food stock with solid earnings has been red hot. you probably never heard about it. we're talking to the ceo about what the company is not going to do this year. >>> and he may be a vegan, but he's sinking his teeth into one meaty name too good to ignore. but let's start off with the pride of northern california, and we might just want to go back to bed or have another holiday weekend day, dom. not looking good out there. >> thank you, though, forgiving a shoutout to my native northern california, brian. we are start thing holiday shortened trading week on a downside. we snapped five-week winning streaks friday of last week. as things stand right now, the dow industrials are down about one quarter of 1%. that's the good news, down 95 points. the s&p 500 is now 4965, off three quar
i'm brian sullivan. here's what is ahead. the job market is still tight, the consumer isstill strong, and even some of the most negative data points of the economy are getting less bad. what is the economy is actually getting stronger? >>> plus, one food stock with solid earnings has been red hot. you probably never heard about it. we're talking to the ceo about what the company is not going to do this year. >>> and he may be a vegan, but he's sinking his teeth into one meaty...
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Feb 12, 2024
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. >>> and i'm brian sullivan in for kelly once again and here's what's ahead. the consumer is not cracking yet and one of our analysts says a setup of retail earnings may be tougher nonetheless, she'll tell you why and what group can keep the retail party on and big money on big ads, but the big winner may have been a different group. we'll explain, andwe've got the story, reaction and the trade on three more names. two our trader likes and one, they say avoid because of too much angst around the name and all of that is ahead across the hour and we'll begin with your money and it keeps going up, up, up and more records across the board. again at a record high and you go up and it's a new record because math. all of the major averages are higher led by semiconductors and it's not just nvidia, look at this. >> the monster run for arm holdings just continues. arm holdings is up 20% and it was higher earlier, okay? arm holdings and semiconductors and based in the uk and it has now doubled in value in less than a week. it's added 80 billion in market cap in three or
. >>> and i'm brian sullivan in for kelly once again and here's what's ahead. the consumer is not cracking yet and one of our analysts says a setup of retail earnings may be tougher nonetheless, she'll tell you why and what group can keep the retail party on and big money on big ads, but the big winner may have been a different group. we'll explain, andwe've got the story, reaction and the trade on three more names. two our trader likes and one, they say avoid because of too much angst...
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Feb 7, 2024
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even yesterday, brian, announcing a $25 billion buyback. that is positive for investors, yet the stock is down today, and that just glosses over the fundamental problems the field has changed in china, and some of the other tech giants allowing through a new class of tech giants to rise like even a huawei but it gets help from the government, so that's key here for investors, are any of these stocks investable? what is it going to take for the government to look at another company to say you've grown too big, we're going to launch an investigation. that's the fear. >> jack ma has been missing for a number of months deidre bosa -- >> it really started with him. it started with jack ma. that was in 2020 he made those comments, he pissed off the regulators and he suffered and then alibaba. >> you see him once in a while, but not the place that you want to tick off the regulators in china. deidre bosa, thank you >>> staying with tech, ai has been a key catalyst for big gains in some of the big names you see right here did you know that? the nex
even yesterday, brian, announcing a $25 billion buyback. that is positive for investors, yet the stock is down today, and that just glosses over the fundamental problems the field has changed in china, and some of the other tech giants allowing through a new class of tech giants to rise like even a huawei but it gets help from the government, so that's key here for investors, are any of these stocks investable? what is it going to take for the government to look at another company to say you've...
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Feb 6, 2024
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brian? >> megan, thank you very much. >>> now let's get to julia for a cnbc news update. >>> new hampshire's attorney general today made the texas company as the source of an apparently ai generated robocall, pretending to be joe biden. that told democrats not to vote in last month's presidential primary. this came days before the vote, using the president's vote to persuade democrats from voting. the state a.g. says while progress has been made in the investigation, there is not enough yet to bring charges. >>> maui police just released a report that looked into its response to the fires that leveled the town of lahaina and killed 132 people in august. among the recommend nations to improve response, better equipment and stationing a high ranking officer in the island's communication center during emergenciys was recommended. >>> prince harry arrived in london to see king charles a day after his cancer diagnosis. the king is being treated for the undisclosed form of cancer found during trea
brian? >> megan, thank you very much. >>> now let's get to julia for a cnbc news update. >>> new hampshire's attorney general today made the texas company as the source of an apparently ai generated robocall, pretending to be joe biden. that told democrats not to vote in last month's presidential primary. this came days before the vote, using the president's vote to persuade democrats from voting. the state a.g. says while progress has been made in the investigation,...
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Feb 21, 2024
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they lower their full-year guidance >>> later this hour, a cnbc exclusive with b of a chairman and ceo brian moynihan >>> let's begin with nvidia. under some pressure again ahead of its big earnings tonight after the stock suffered its biggest one-day drop in market cap during yesterday's session last night on "mad money," jim did reiterate his bullish stance on the company by comparing jensen huang to one global superstar. >> jensen huang is the ceo of taylor swift i'm not joking whatever happens tomorrow, do we think it's make or break for nvidia no way nobody's about to call a top on taylor swift, so why does everyone want to call a top with nvidia >> he's not sweating the quarter, working on something more long-term >> he's sweating the march k keynote, which is something that he does a deep dive every year there will be a virtual, but yo have humans, and that's what he thinks about, which is a five to ten-year plan. he has to deal with the quarter, because he is human. taylor swift has to deal with her appearances in the box with kelce because she's human. what really matters here is th
they lower their full-year guidance >>> later this hour, a cnbc exclusive with b of a chairman and ceo brian moynihan >>> let's begin with nvidia. under some pressure again ahead of its big earnings tonight after the stock suffered its biggest one-day drop in market cap during yesterday's session last night on "mad money," jim did reiterate his bullish stance on the company by comparing jensen huang to one global superstar. >> jensen huang is the ceo of taylor...
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Feb 28, 2024
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bk, brian kelly. >> always great to be here. >> the legend, really. in bitcoin. >> wrote the book 2014. >> right. >> it's crazy. >> it is amazing. as we see money go into crypto, dan, do you think about it is, there's an atm in the market where the money is coming from? >> no, i think what it's telling you is there's plenty of cash out there, there's plenty of liquidity out there. there's no atm, because you don't have to go to the atm because they're sitting on piles of cash. >> is that cash going to come into equities and another ball last for the markets? >> i think you're seeing that. really, i think you're seeing speculation rise everywhere, within equities, within, you know, cryptos, and i think, you know, it's gone really far, so -- i think that suggests that you might see some volatility in the near term. >> now that we have two dans -- probably good to d differentiate -- >> we have one dan tonight. >> to the extent -- i mean, if would allow me to label him, this dan is handsome dan. >> as opposed to -- >> not opposed to anything. i'm just say
bk, brian kelly. >> always great to be here. >> the legend, really. in bitcoin. >> wrote the book 2014. >> right. >> it's crazy. >> it is amazing. as we see money go into crypto, dan, do you think about it is, there's an atm in the market where the money is coming from? >> no, i think what it's telling you is there's plenty of cash out there, there's plenty of liquidity out there. there's no atm, because you don't have to go to the atm because they're...
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Feb 23, 2024
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brian, what do you trade on super micro? >> super micro, look, from the long term point of view this a.i. trend is gonna play out over 5 to 7 years, i think. super micro is unique. it fits in the space where it is hiring those i and servers, focusing on that a.i. structure. with the run we have seen on the stock, knowing the demand for those gpu servers could come at a question over the bounds of the year, sorry to disappoint, john, i think a method to throughout a cell on this one, as well. i just like to get a little bit more information about super micro and where it is positioned moving forward. especially considered it is trying to add in a cooling system to those servers which still hasn't taken hold in the numbers. >> yeah, the move looks crazy but look at the market cap. still under 50 billion, right? we >> know, i agree. look, it is a perspective evaluation, john. thinking about those growth potential moving forward. i'm not discounting that there is not going to be growth in the technology space coming from a.i., i
brian, what do you trade on super micro? >> super micro, look, from the long term point of view this a.i. trend is gonna play out over 5 to 7 years, i think. super micro is unique. it fits in the space where it is hiring those i and servers, focusing on that a.i. structure. with the run we have seen on the stock, knowing the demand for those gpu servers could come at a question over the bounds of the year, sorry to disappoint, john, i think a method to throughout a cell on this one, as...
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Feb 16, 2024
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brian belski, thank you for establishing that for us. we appreciate it. brian belski on bmo. a little bit of a comeback here. we're down 94 points on the dow. some of the sectors turning green. our road map for the hour, shares of coinbase are surging after posting a profit for the first time in two years. we're going to talk to an analyst who raised his price target more than 20%. >> shares of starbucks have been down three straight years. we're going to take you inside the coffee giant's store format as it looks to expand its u.s. footprint. >>> the future of ai and regulation, meta's president of global affairs, nick clegg, joins us in a cnbc exclusive. big show still ahead. "squawk on the street" will be right back. don't go anywhere. ( ♪♪ ) we're in the security business... our job is to help people feel safe. not only our customers but those who matter most to them. just like our company does for us. we have great benefits from principal. so i know i'm taken care of. and (pause) not just me. but the ones who matter most to me. ( ♪♪ ) (vo) what does it mean to be
brian belski, thank you for establishing that for us. we appreciate it. brian belski on bmo. a little bit of a comeback here. we're down 94 points on the dow. some of the sectors turning green. our road map for the hour, shares of coinbase are surging after posting a profit for the first time in two years. we're going to talk to an analyst who raised his price target more than 20%. >> shares of starbucks have been down three straight years. we're going to take you inside the coffee...
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Feb 7, 2024
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. >>> for what to watch, let's bring in brian stutland. brian, good morning. great to have you here. >> great to be here. >> there's a lot to look forward though in this upcoming report as an investor, what are you looking for? >> there are a couple of things. one, you heard about the activists and investors getting involved with disney basically this was the bottom of the stock in terms of price here once he stepped in i think he's got to bring better content to the table there's activists out there basically calling for disney to split up and break up parts of the company. you know, you saw the news on the sporting area. that could be the start of it. break up the sports, break up the entertainment and the park area of disney and activists breaking up the real estate, which has had a huge run, but isn't the growth generator of the company anymore. so splitting up disney would make a lot of sense, and that's why you're seeing people like peltzing to get on the board and make changes, changing the content of disney+ and what not, and start to generate some val
. >>> for what to watch, let's bring in brian stutland. brian, good morning. great to have you here. >> great to be here. >> there's a lot to look forward though in this upcoming report as an investor, what are you looking for? >> there are a couple of things. one, you heard about the activists and investors getting involved with disney basically this was the bottom of the stock in terms of price here once he stepped in i think he's got to bring better content to the...
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Feb 14, 2024
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brian in massachusetts, brian. >> what's up. here from boston. >> hi, what's up? >> i was just wondering your thoughts on the restaurant group. serving of the profits. looking for the long term here. first watch. going to betray my ignorance. i should know first watch. i don't think so. i have an apple watch. let's go to irene in virginia. >> hi. first time calling here. my favorite thing is a cup of tea with a side of "mad money." >> oh, thank ou. >> the stock lost value in the last two years. talking about zoom. a return of minus 18%. >> i know. just so tormented. such a great company. such a fabulous ceo. $60 in cash for his $64 stock. it drives me crazy. sometimes you want the good guys to really win. can't think of the thesis to have it happen. let's go to jeff in new york. jeff. >> got a position in anheuser- busch. >> i like blood, tap, constellation brands. people don't seem to like the beer companies. this is what i would go with. we have the lightning round. >> the lightning round sponsored by charles schwab. >>> coming up, leave the refs to the rock sta
brian in massachusetts, brian. >> what's up. here from boston. >> hi, what's up? >> i was just wondering your thoughts on the restaurant group. serving of the profits. looking for the long term here. first watch. going to betray my ignorance. i should know first watch. i don't think so. i have an apple watch. let's go to irene in virginia. >> hi. first time calling here. my favorite thing is a cup of tea with a side of "mad money." >> oh, thank ou....
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Feb 14, 2024
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another example, brian chesky on the airbnb earnings call, downplay the progress, so far. he said it will still be a huge platform shift, but the interface is still stuck in the 2020 tens. case in point, none of your iphone apps have fundamentally changed since the advent of generative ai. a question i like to ask in san francisco is, namely a use case. a lot of folks struggle to do that. we're just not there, quite yet. no doubt, it's coming, but how quickly are we going to get there? lastly, tyler, i want to mention, the data brick ceo, who works in the space, he is expecting a chip let this year, and the commoditization of a lot of these models, these large language models that have seen billions of dollars of investment, so a little bit of cold water there. >> if that is cold water, is it cold water for the short term? maybe this year and next year, but over the long term, shouldn't there be a lot of steam? >> yeah, it's cold water for the i don't know how long term, but the markets have priced in things happening in the next year or so. we get nvidia next week, and ev
another example, brian chesky on the airbnb earnings call, downplay the progress, so far. he said it will still be a huge platform shift, but the interface is still stuck in the 2020 tens. case in point, none of your iphone apps have fundamentally changed since the advent of generative ai. a question i like to ask in san francisco is, namely a use case. a lot of folks struggle to do that. we're just not there, quite yet. no doubt, it's coming, but how quickly are we going to get there? lastly,...
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i'm brian sullivan. here's what is ahead. the job market is still tight, the consumer isstill strong, and even some of the most negative data points of the economy are getting less bad. what is the economy is actually getting stronger? >>> plus, one food stock with solid earnings has been red hot. you probably never heard about it. we're talking to the ceo about what the company is not going to do this year. >>> and he may be a vegan, but he's sinking his teeth int
i'm brian sullivan. here's what is ahead. the job market is still tight, the consumer isstill strong, and even some of the most negative data points of the economy are getting less bad. what is the economy is actually getting stronger? >>> plus, one food stock with solid earnings has been red hot. you probably never heard about it. we're talking to the ceo about what the company is not going to do this year. >>> and he may be a vegan, but he's sinking his teeth int
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Feb 8, 2024
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we're going to start with brian in utah. brian! >> caller: jimmy chill. from park city, utah. and i have been following you since the kudlow days, my friend. >> oh, my god. i had a full head of hair back then. that was something, huh? actually, i still have it. i just cut it really short like everybody else does. >> caller: that was really something too. hey, listen, with such a strong u.s. economy what do you think of the leveraged loan space via clo equity funds like oxford lane -- >> the problem, brian, is if we don't know whether they're good -- we don't know if they're any good at credit. and we don't know what they own. i like the concept. and this n. that sense i think i would look at blackstone because they really know how to do it. let's go to michael in colorado. michael. >> caller: hey, jim. shout out from the land of primetime deion sanders and the colorado buffs. >> oh, if i could ever get to the university of colorado i'm telling you, i'd turn the whole world upside down. yes. and that would be my goal, to get the university of colorado. >> caller: jim, my portfo
we're going to start with brian in utah. brian! >> caller: jimmy chill. from park city, utah. and i have been following you since the kudlow days, my friend. >> oh, my god. i had a full head of hair back then. that was something, huh? actually, i still have it. i just cut it really short like everybody else does. >> caller: that was really something too. hey, listen, with such a strong u.s. economy what do you think of the leveraged loan space via clo equity funds like oxford...
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Feb 20, 2024
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brian, it's difficult. it's difficult. i think lowe's is not as bad. >> thank you, brian. >>> when we come back, more house manager jokes or not. we'll get -- >> i believe you. >> we'll dig into the big m merger. capital one buying discover. it is next. >>> later, a rare interview with investor james chadwick at 8:15 a.m. we will talk about his fight at norfolk southern. ckngig box" is comi rht ba. >> announcer: this cnbc program is sponsored by baird. visit bairddifference.com. at morgan stanley, old school hard work meets bold new thinking. to help you see untapped possibilities and relentlessly work with you to make them real. only at vanguard you're more than just an investor you're an owner. that means your priorities are ours too. our retirement tools and advice can help you leave a legacy for the ones you love. that's the value of ownership. you know doug, ever since switching to workday you've been a real rock star. rock star? what do you know about rock stars? billy idol? i mean where's the skin-tight leather? my
brian, it's difficult. it's difficult. i think lowe's is not as bad. >> thank you, brian. >>> when we come back, more house manager jokes or not. we'll get -- >> i believe you. >> we'll dig into the big m merger. capital one buying discover. it is next. >>> later, a rare interview with investor james chadwick at 8:15 a.m. we will talk about his fight at norfolk southern. ckngig box" is comi rht ba. >> announcer: this cnbc program is sponsored by...
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Feb 15, 2024
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joining me is brian from oppenheimer. a giveback from a strong december. revised down for december. is this something that is a new trend or noisy? >> thank you for having me. there is a bit of noise january is a strange month, between the holidays, big spending time and before. before spring with a pause and spending generally. we have erratic weather in the month of january companies were talking about that. the numbers decelerated. i would not read much into this . into the oddities of spending in january overall. >> within the group, the areas you cover, you had recently downgraded the home-improvement retailer, home depot, lowe's, what is happening where you felt it was in great? >> it was a shorter downgrade. my view is, the longer-term is very attractive. in the near-term, we will see a weaker demand until we get further past the pandemic and as we wait for rates to bottom out. in the near-term, the market is too optimistic about a rebound in home-improvement and we need to reset expectations in the near-term. i think the stocks could set up very well in the long-term. >> is
joining me is brian from oppenheimer. a giveback from a strong december. revised down for december. is this something that is a new trend or noisy? >> thank you for having me. there is a bit of noise january is a strange month, between the holidays, big spending time and before. before spring with a pause and spending generally. we have erratic weather in the month of january companies were talking about that. the numbers decelerated. i would not read much into this . into the oddities of...
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Feb 7, 2024
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sullivan is here and he has more brian? >> yeah, thank you very much, becky. hawaiian electric, the investor owned utility company, is facing allegations that itswildfire ri been priced into many utility company's stocks here's our report. >> reporter: michelle remembers november 8, 2018 >> it completely went up in flames. >> reporter: the day her childhood home and much of paradise, california, were destroyed with a wildfire caused by utility giant pg&e's infrastructure. >> so quickly and past. >> running, terrified. >> reporter: for bret jones, the day august 8, 2023 the day his aunt ran through a burning field to try to escape the deadly lahaina wildfire. >> hawaii officials are fearing the worst as the sun comes up in maui. >> reporter: your aunt the 98th person to pass away from the lahaina fire and i imagine 53 days in the hospital, 70% of her body burned. >> a lot of days really very difficult. she was in extreme amounts of pain. >> reporter: the cause of the wildfire is yet to be determined but a lawsuit filed by ma
sullivan is here and he has more brian? >> yeah, thank you very much, becky. hawaiian electric, the investor owned utility company, is facing allegations that itswildfire ri been priced into many utility company's stocks here's our report. >> reporter: michelle remembers november 8, 2018 >> it completely went up in flames. >> reporter: the day her childhood home and much of paradise, california, were destroyed with a wildfire caused by utility giant pg&e's...
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Feb 27, 2024
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let's bring in brian nagel for oppenheimer. is that a lower forecast or have they given a full-year forecast, brian? >> good morning, joe. i actually have not. i was listen to your comments. i have not seen the results. i'm going off what you said. i think that's right. what that means is for the current fiscal year, lowe's is guiding below estimates. >> sales, too? 84 to 85 for the full-year sales and estimate was 86.23. as i thought, that first -- i don't know what that is on the right side of the chart. i think that is down $2. what were you expecting here, brian? we had you on not too long ago talking about home depot. comp sales now for fiscal 2024 is down 2% to 3% for the company. is that what you thought the company was planning? >> that is about right. going back to the conversation we had last week with home depot, what this is is another softish report from the leading home improvement retailer. this case is lowe's and last week was home depot. this is indicative of the back drop for home improvement which is challeng
let's bring in brian nagel for oppenheimer. is that a lower forecast or have they given a full-year forecast, brian? >> good morning, joe. i actually have not. i was listen to your comments. i have not seen the results. i'm going off what you said. i think that's right. what that means is for the current fiscal year, lowe's is guiding below estimates. >> sales, too? 84 to 85 for the full-year sales and estimate was 86.23. as i thought, that first -- i don't know what that is on the...
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when my son brian died in a drunk driving accident, i put out a video about it and try to stop young people from drinking and driving. no other family has to go through what we did. tiktok has the power to change society, and i think that's where the power of tiktok lies. if you save one person, that's one more person that can change the world too. right? ♪♪ >>> the s&p 500 closes in on 5000 for the first time. plus coming up we have disney on deck. we have top media analyst laura martin standing by with what she will be watching. closing bell comes up back after this break. - "best thing i've ever done." that's what freddie told me. - it was the best thing i've ever done, and- - really? - yes, without a doubt! - i don't have any anxiety about money anymore. - great people. different people, that's for sure, and all of them had different reasons for getting a reverse mortgage, but you know what, they all felt the same about two things: they all loved their home, and they all wanted to stay in that home. and they all wanted to stay in that home. - [announcer] if you're 62 or older
when my son brian died in a drunk driving accident, i put out a video about it and try to stop young people from drinking and driving. no other family has to go through what we did. tiktok has the power to change society, and i think that's where the power of tiktok lies. if you save one person, that's one more person that can change the world too. right? ♪♪ >>> the s&p 500 closes in on 5000 for the first time. plus coming up we have disney on deck. we have top media analyst...
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Feb 12, 2024
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when my son brian died in a drunk driving accident, i put out a video about it and try to stop young people from drinking and driving. no other family has to go through what we did. tiktok has the power to change society, and i think that's where the power of tiktok lies. if you save one person, that's one more person that can change the world too. right? ♪♪ >>> welcome back to "fast money." martin marietta with an acquisition. shares hitting an all-time high after they will take over part of blue water raw materials for $200 million in cash. they die vested its south texas operations for almost the same price. the company saying today that the two portfolio on mooizing transactions improve the company's product mix, margin profile, and durability through cycles. so, what do these mergers mean for the material space? obviously it's an infrastructure play, and thanks to the biden administration and congress, there we have it, this has been a big investment thesis. >> and it takes such a long time for this -- for these dollars to actually flow through. you are starting to see the m
when my son brian died in a drunk driving accident, i put out a video about it and try to stop young people from drinking and driving. no other family has to go through what we did. tiktok has the power to change society, and i think that's where the power of tiktok lies. if you save one person, that's one more person that can change the world too. right? ♪♪ >>> welcome back to "fast money." martin marietta with an acquisition. shares hitting an all-time high after they...
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Feb 28, 2024
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when my son brian died in a drunk driving accident, i put out a video about it and try to stop young people from drinking and driving. no other family has to go through what we did. tiktok has the power to change society, and i think that's where the power of tiktok lies. if you save one person, that's one more person that can change the world too. right? ♪♪ you're probably not easily persuaded to switch mobile providers th for your business. but what if we told you it's possible that comcast business mobile can save you up to 75% a year on your wireless bill versus the big three carriers? did we peak your interest? you can get two unlimited lines for just $30 each a month. there are no term contracts or line activation fees. and you can bring your own device. oh, and all on the most reliable 5g mobile network nationwide. wireless that works for you. it's not just possible, it's happening. >>> welcome back to the exchange. we are trading content, computers, and clogs in today's earnings exchange with paramount global, hp inc. and birkenstock on deck. here with our trade is courtn
when my son brian died in a drunk driving accident, i put out a video about it and try to stop young people from drinking and driving. no other family has to go through what we did. tiktok has the power to change society, and i think that's where the power of tiktok lies. if you save one person, that's one more person that can change the world too. right? ♪♪ you're probably not easily persuaded to switch mobile providers th for your business. but what if we told you it's possible that...
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thank you, brian. love it when you're on. >> thanks, jim. >> "mad money" is back after the break. >> coming up, global with a chance to profit? this industrial giant reports and markets move. cramer has got the ceo when "mad money" returns. [♪♪] your skin is ever-changing, take care of it with gold bond's healing formulations of 7 moisturizers and 3 vitamins. for all your skins, gold bond. >>> what do we make of the numbers from carrier global? the heating, ventilation and air conditioning company that i'd like for sometime now. carrier reported clearly missed quarter, although they still delivered a modest earnings beat thanks to strong cost controls and therefore your forecast was solid. that wasn't enough to get the stock moving in the right direction. instead it pulled back about 3% because most people didn't like his residential heating, ventilation and air conditioning shortfall, which i think is a temporary speedbump. on a little more sanguine about this because earlier today we had a chance
thank you, brian. love it when you're on. >> thanks, jim. >> "mad money" is back after the break. >> coming up, global with a chance to profit? this industrial giant reports and markets move. cramer has got the ceo when "mad money" returns. [♪♪] your skin is ever-changing, take care of it with gold bond's healing formulations of 7 moisturizers and 3 vitamins. for all your skins, gold bond. >>> what do we make of the numbers from carrier global?...
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Feb 8, 2024
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when my son brian died in a drunk driving accident, i put out a video about it and try to stop young people from drinking and driving. no other family has to go through what we did. tiktok has the power to change society, and i think that's where the power of tiktok lies. if you save one person, that's one more person that can change the world too. right? ♪♪ xfinity rewards presents: '1st and 10gs.' xfinity is giving away ten grand to a new lucky winner the world too. right? for every first and ten during the big game. enter daily through february 9th for a chance to win 10gs. with the ultimate speed, power, and reliability the xfinity 10g network is made for streaming live sports. because it's only live once. join xfinity rewards on the xfinity app or go to xfinity1stand10gs.com for your chance to win. >>> welcome back to "fast money." an earnings alert on affirm. down 20%. kate rooney joins us in san francisco with the action. kate? >> hey, melissa. it was a solid quarter across the board for affirm. the ceo kicking off that analyst call, sort of a flex. he skipped right to the
when my son brian died in a drunk driving accident, i put out a video about it and try to stop young people from drinking and driving. no other family has to go through what we did. tiktok has the power to change society, and i think that's where the power of tiktok lies. if you save one person, that's one more person that can change the world too. right? ♪♪ xfinity rewards presents: '1st and 10gs.' xfinity is giving away ten grand to a new lucky winner the world too. right? for every first...
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Feb 22, 2024
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riddle me this why does brian chesky not get the respect that so many of these other entrepreneurs? because i think chesky's fantastic. i like the app we use it. it is a buy. no, it is a solid buy. up 6 today you know what, we're not done. let's go to dan in georgia dan. >> caller: hey, jim. i'm looking to add a couple long-term marquee brands to my stock portfolio that pay dividends consistently so i've been checking out ford and coca-cola. specific to coca-cola, do you think this is a good time to get in or -- >> yeah, i think coke's doing well it's got a 3% yield. it consistently does well. james quincy is a really good manager. it's not going to shoot the lights out but we have some non-shoot the lights out stocks for the charitable trust and those do just fine. not everything can be nvidia actually, nothing. here's the moral to my nvidia story. if you're trying to make money in the stock market, you've got to believe in something. if you can't do that, you'll never be able to stick with a winner like nvidia you'll never be able to own, don't trade. on "mad money" tonight califo
riddle me this why does brian chesky not get the respect that so many of these other entrepreneurs? because i think chesky's fantastic. i like the app we use it. it is a buy. no, it is a solid buy. up 6 today you know what, we're not done. let's go to dan in georgia dan. >> caller: hey, jim. i'm looking to add a couple long-term marquee brands to my stock portfolio that pay dividends consistently so i've been checking out ford and coca-cola. specific to coca-cola, do you think this is a...
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Feb 7, 2024
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street was looking for seven operating margin up 140 basis points to 25-plus. >> brian niccols, amazing, and they do have this labor -- when your sales go up, labor costs become less of a percentage. they're not worried about california, and kavocados are down, but i would say this is a company that is, by far, the best-run restaurant chain. you want to contrast that with yum, which did have problems with its different divisions -- i shouldn't say some they had problems on a couple of them but at the same time, you know >> how about yum china >> yum china >> double beat >> i have some good stuff on yum china. apparently, the kfc in china has a really cheap burger package. >> oh yeah >> don't you love that who knew here, yum china soars as economy drives consumers they have -- yum china, the numbers were incredible. they have a lot of stores. but these guys offer tremendous value. i couldn't believe how inexpensive -- i mean, geez, a couple of bucks, you get a good meal i just think that yum china -- i felt badly that i didn't spend more time with yum china it really is good. that's a lo
street was looking for seven operating margin up 140 basis points to 25-plus. >> brian niccols, amazing, and they do have this labor -- when your sales go up, labor costs become less of a percentage. they're not worried about california, and kavocados are down, but i would say this is a company that is, by far, the best-run restaurant chain. you want to contrast that with yum, which did have problems with its different divisions -- i shouldn't say some they had problems on a couple of...
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Feb 14, 2024
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ceo brian chesky says it plans to expand beyond its core service with the help of a.i. >>> let's begin with the markets. the dow come off the worst day since last march. s&p, not as much, going back to january, but obviously, jim, some called it. in fact, it was the former president of the boston fed today said it was an overreaction. >> i don't know if it's an j overreaction. we've been up nonstop since the beginning of november, and i think a lot of people said, wait a second, we've got things like arm, which are just too crazy, where you've got a short squeeze. it's too much like gamestop. arm became gamestop, and one became a growth stock, and one is kaput. i find there's a level of enthusiasm that went too far. and i'm not saying everything's going to be tesla, but tesla's tended to be what can happen, which is you get too far, and then the future's just okay. we'll see what happens with airbnb. do you really buy uber for a buyback? don't you buy uber for growth? yes, you can add a zero to lyft and suddenly have a huge number, but then it comes back down. it's kind of indicative o
ceo brian chesky says it plans to expand beyond its core service with the help of a.i. >>> let's begin with the markets. the dow come off the worst day since last march. s&p, not as much, going back to january, but obviously, jim, some called it. in fact, it was the former president of the boston fed today said it was an overreaction. >> i don't know if it's an j overreaction. we've been up nonstop since the beginning of november, and i think a lot of people said, wait a...
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Feb 29, 2024
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the ceo brian mcnamara saying sho shoppers are sticking to brand name. >> we have grown over private label and seen little movement in generics with the pharmacy business in europe. the category has held up. >>> moncler shares rising after it beats full-year expectations with the 17% jump in group revenue. >>> air france klm shares in the red after the wider fourth quarter loss despite the full-year revenue. >>> if you are just tuning in, a quick check of the equities this morning. it is the final trading day of the month and also leap day. happy leap day. the ftse 100 is up 0.1%. a lot of earnings coming through that we talked about in the last 30 minutes. dax is up .30%. for the month, we are tracking for a 2% gain. a quick look at the currency markets. the big one, core pce report is out later on today. we had some inflation conumbers out this morning with the eurozone countries. the euro/dollar is at 108.45 and dollar/yen is 158.85. >>> and chancellor olof scholz has pushed back on the comments made by president emmanuel macron about ukraine. germany would not be sending any troo
the ceo brian mcnamara saying sho shoppers are sticking to brand name. >> we have grown over private label and seen little movement in generics with the pharmacy business in europe. the category has held up. >>> moncler shares rising after it beats full-year expectations with the 17% jump in group revenue. >>> air france klm shares in the red after the wider fourth quarter loss despite the full-year revenue. >>> if you are just tuning in, a quick check of the...
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Feb 9, 2024
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we have brian spillane with us. thanks for coming in. >> thank you. >> it was a miss on revenue for the north american business. was that why revenue missed overall? >> organic sales miss was north america with the slowdown in beverage business. quaker recall will run into next year. they saw softness in the middle east which is a common theme across earnings season. for pepsi, which has a meaningful market share with beverage, it had to hit on revenue. >> for the quaker foods recall. i didn't know about it until i got the email. you think this seems bigger and longer? >> it will take them a while to get product back on shelf. my impression from lowering the revenue guidance is the quaker recall which will go on for the next six months. >> how is pricing these days? you think they benefit a little bit from the decline in input costs? >> organic sales in the quarter, although it missed, is all price driven. we are seeing a lapping of the anniversary of price increases last year which has an effect on volume. in terms
we have brian spillane with us. thanks for coming in. >> thank you. >> it was a miss on revenue for the north american business. was that why revenue missed overall? >> organic sales miss was north america with the slowdown in beverage business. quaker recall will run into next year. they saw softness in the middle east which is a common theme across earnings season. for pepsi, which has a meaningful market share with beverage, it had to hit on revenue. >> for the quaker...
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Feb 9, 2024
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i'm brian in for kelly once again. here's what's ahead. it's been a big week for semiconductor stocks. there's one name that may not be getting all the attention from wall street, but it is getting lots of loves from our market guest. he'll name it and tell us why. >>> could we be in for a spring selling season surprise? yes, says real estate broker and tv star. he is here with the trends he is seeing. >>> a special three buys and a bail, super bowl style. we're talking streaming,
i'm brian in for kelly once again. here's what's ahead. it's been a big week for semiconductor stocks. there's one name that may not be getting all the attention from wall street, but it is getting lots of loves from our market guest. he'll name it and tell us why. >>> could we be in for a spring selling season surprise? yes, says real estate broker and tv star. he is here with the trends he is seeing. >>> a special three buys and a bail, super bowl style. we're talking...
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Feb 21, 2024
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first an exclusive with ceo brian moynihan at 9:00 a.m. and pat gelsinger alt 1:00 p.m >>> the market is looking after the bell take a look at the futures they're in the red however, off of their lows from earlier today. john joining me now amy wu silverman. amy, good to see you as always. >> good to see you, frank. >> we've got to start with nvidia i thought this was interesting we saw what appeared to be profit-taking on nvidia yesterday. you say according to the options market there's the most exuberance we've seen since may of 2023. >> that's right, frank if you remember what happened in may of 2023, shares were up, which i would argue kicked off the ai frenzy. you're seeing that level of call exuberance in the market now, very similar to back in may, and i think part of it is just the right tail is your new left tail this is what people are afraid of they're afraid of missing out. >> fomo, it's been powering this market a lot of times when people thought the stocks were too richly valued. i want to talk about amazon joining the dow jo
first an exclusive with ceo brian moynihan at 9:00 a.m. and pat gelsinger alt 1:00 p.m >>> the market is looking after the bell take a look at the futures they're in the red however, off of their lows from earlier today. john joining me now amy wu silverman. amy, good to see you as always. >> good to see you, frank. >> we've got to start with nvidia i thought this was interesting we saw what appeared to be profit-taking on nvidia yesterday. you say according to the options...
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Feb 21, 2024
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colleague's exclusive interview with bank of america's ceo brian moynihan coming up at 1500 cte. >>> let's get back to earnings glencore earnings have on the back of prices with an adjusted eat dadjusted ebitda coming in with shares breaking lower the dragging resources are off by 5.6%. glencore, keep in mind, they've seen a share price decline over 22% over the last 12 months or so or maybe more than that 29%. wow. let's stay in the sector they met its profit expectations as it works to offset prices in aluminum they posted nearly $12 billion in underlying earnings the company said inflation pressures have eased but some lag effects are expected shares off by a little more than 1% >>> now, completely different story for carrefour. it's worth 7.4 million euros after they recorded a record cash flow of 1.6 billion what stands out to you >> those numbers better than expected up 10% in net. they're looking at the details the key market there, the sales up almost 5% for the year. it's been a big of a negative note, just up 1% people are still cutting on nonessential items the second larg
colleague's exclusive interview with bank of america's ceo brian moynihan coming up at 1500 cte. >>> let's get back to earnings glencore earnings have on the back of prices with an adjusted eat dadjusted ebitda coming in with shares breaking lower the dragging resources are off by 5.6%. glencore, keep in mind, they've seen a share price decline over 22% over the last 12 months or so or maybe more than that 29%. wow. let's stay in the sector they met its profit expectations as it works...
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Feb 6, 2024
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i'm brian sullivan in for kelly. more tech layoffs, more musk headlines, and two themes dominating silicon valley. >>> plus, we were at the halfway mark for earnings. we have three more names getting ready to report, one of which getting crushed since covid. that's one of the reasons our trader likes it. >>> and don't worry about a new wall of worries, as our market guest will tell you where he
i'm brian sullivan in for kelly. more tech layoffs, more musk headlines, and two themes dominating silicon valley. >>> plus, we were at the halfway mark for earnings. we have three more names getting ready to report, one of which getting crushed since covid. that's one of the reasons our trader likes it. >>> and don't worry about a new wall of worries, as our market guest will tell you where he
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Feb 12, 2024
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. >>> and i'm brian sullivan in for kelly once again and here's what's ahead. the consumer is not cracking yet and one of our analysts says a setup of retail earnings may be tougher nonetheless, she'll tell you why and what group can keep the retail party on and big money on big ads, but the big winner may have been a different group. we'll explain, andwe've got the story, reaction and the trade on three more names. two our trader likes and one, they say avoid because of too much angst around the name and
. >>> and i'm brian sullivan in for kelly once again and here's what's ahead. the consumer is not cracking yet and one of our analysts says a setup of retail earnings may be tougher nonetheless, she'll tell you why and what group can keep the retail party on and big money on big ads, but the big winner may have been a different group. we'll explain, andwe've got the story, reaction and the trade on three more names. two our trader likes and one, they say avoid because of too much angst...
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Feb 5, 2024
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i am brian sullivan in for kelly evans pretty much all week. here's what's ahead. more good news on the economic front today and more pushback on
i am brian sullivan in for kelly evans pretty much all week. here's what's ahead. more good news on the economic front today and more pushback on
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Feb 1, 2024
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i'm brian sullivan in for kelly evans today. here's what's ahead. timeline turmoil following fed chair jay powell's pushback on a march cut, the forecast revisions are coming in, including from goldman sachs, the chief u.s. economist here with the why and the what of what the timeline looks like now. plus, cutout four from the mag seven. our guest says the terrific three are the new play and he'll name them. and the earnings barrage rolls on, and why now is a good time to get in on three out
i'm brian sullivan in for kelly evans today. here's what's ahead. timeline turmoil following fed chair jay powell's pushback on a march cut, the forecast revisions are coming in, including from goldman sachs, the chief u.s. economist here with the why and the what of what the timeline looks like now. plus, cutout four from the mag seven. our guest says the terrific three are the new play and he'll name them. and the earnings barrage rolls on, and why now is a good time to get in on three out
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Feb 21, 2024
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brian, thank you very much. >>> we appreciate it. coming up, apple says the new vision pro is only available in the u.s. so why do they have retail locations in of all places moscow? >>> and solar. we have details on that one down 12% right now. personalized financial advice from ameriprise can do more than help you reach your goals. i can make this work. it can help you reach them with confidence. no wonder more than 9 out of 10 of our clients are likely to recommend us. ameriprise financial. advice worth talking about. you got this. let's go. gobble gobble. i've seen bigger legs on a turkey! rude. who are you? i'm an investor in a fund that helps advance innovative sports tech like this smart fitness mirror. i'm also mr. leg day...1989! anyone can become an agent of innovation with invesco qqq, a fund that gives you access to nasdaq-100 innovations. i go through a lot of pants. before investing carefully read and consider fund investment objectives, risks, charges, expenses and more in prospectus at invesco.com. >>> welcome back to
brian, thank you very much. >>> we appreciate it. coming up, apple says the new vision pro is only available in the u.s. so why do they have retail locations in of all places moscow? >>> and solar. we have details on that one down 12% right now. personalized financial advice from ameriprise can do more than help you reach your goals. i can make this work. it can help you reach them with confidence. no wonder more than 9 out of 10 of our clients are likely to recommend us....
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Feb 13, 2024
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in the area of things i notice that might be worth a mention, brian moynihan runs bank of america. he's the company's chairman and ceo. he's also not going to leave brown university's board of directors. he's going to be the chancellor, just elected chancellor of the brown corporation, 22nd chancellor. i just point id out because in the current day and age, particularly with a university such as brown which i don't think i'm going out there and say may have a somewhat progressive student body, that's going to be a big job, you'd imagine. you can run into all sorts of things that would take up a lot of your time. i just put it out there. there's a statement from moynihan. he's been on the board, by the way, been a trustee, now he's stepping up. again, he's going to be running that board of directors of the brown corporation, as they say. i can imagine there's a lot of things that will take up his time from that. >> what's the net interest margin of brown? >> actually a really cool note today out of wells, looking at the ways, jim, in which banks will use ai. mayo points out the visi
in the area of things i notice that might be worth a mention, brian moynihan runs bank of america. he's the company's chairman and ceo. he's also not going to leave brown university's board of directors. he's going to be the chancellor, just elected chancellor of the brown corporation, 22nd chancellor. i just point id out because in the current day and age, particularly with a university such as brown which i don't think i'm going out there and say may have a somewhat progressive student body,...
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let's go to brian in pennsylvania. >> jim, thank you for taking my call. >> i pleasure. >> over the summer i sold verizon and went to t-mobile. i've heard that t-mobile is in the money and could get exercised on friday. what should i do with the money. should i go back to t-mobile or take a second look at verizon since they are doing better now? >> how about take a breather. how about if you get t-mobile 155 instead of 160. how about getting verizon when it yields. keep it on the sideline and then you can pull the trigger and that would be the right thing to do. let's go to kyle in new jersey. >> hey, jim. first, i want to tell you for every mean person on twitter that has something bad to say there is 10 guys like me that have nothing but love for you. you've made such an impact on my life. >> kyle, thank you very much. i give them pictures of my dog and they don't know what to do because they probably like dogs. >> i walk through my town in ocean city, new jersey, and i see every attractive housewife walking around and i looked down and i see on clouds on their feet. i wonder if that mig
let's go to brian in pennsylvania. >> jim, thank you for taking my call. >> i pleasure. >> over the summer i sold verizon and went to t-mobile. i've heard that t-mobile is in the money and could get exercised on friday. what should i do with the money. should i go back to t-mobile or take a second look at verizon since they are doing better now? >> how about take a breather. how about if you get t-mobile 155 instead of 160. how about getting verizon when it yields. keep...
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Feb 2, 2024
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now, brian, the cfo, like jassy is amazing, but brian was talking about how much they have cut out of a shipment of a unit. they cut out this quarter 45 cents per package, basically per unit but i'm using the per package as the rubric how do you cut out -- can you imagine the gross margins, the acceleration of that that's because of the regionalization. 45 cents can you -- that's the leverage that you're seeing >> the operating leverage, those who like the stock, will tell you it's there >> who doesn't like the stock? >> i don't know. there's always somebody who doesn't like the stock, jim. and the investments have been made previously are seen as a tailwind right now to margins, to jim's point, and by the way, we talk a lot about shein and temu, but they don't seem to have impacted their business maybe target and walmart, i don't know but not necessarily that >> walmart's -- walmart's microsoft. >> they were significant, potentially, at least significant competitors. back to meta, by the way, they advertise very heavily, shein and temu, and there's this worry that you're going to app
now, brian, the cfo, like jassy is amazing, but brian was talking about how much they have cut out of a shipment of a unit. they cut out this quarter 45 cents per package, basically per unit but i'm using the per package as the rubric how do you cut out -- can you imagine the gross margins, the acceleration of that that's because of the regionalization. 45 cents can you -- that's the leverage that you're seeing >> the operating leverage, those who like the stock, will tell you it's there...
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Feb 14, 2024
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i'm brian sullivan in for kelly evans once gain. here is what is ahead. it was yesterday's big market reaction, was it just an overreaction to an increase in inflation, or an excuse to take profits, or something maybe more alarming? lots of ors. one of our guest says it's just a matter of time until we see more, not less, inflation. we'll tell you why. >>> plus, shares of robin hood surging after the company posting a surprise profit and it got more aggressiv
i'm brian sullivan in for kelly evans once gain. here is what is ahead. it was yesterday's big market reaction, was it just an overreaction to an increase in inflation, or an excuse to take profits, or something maybe more alarming? lots of ors. one of our guest says it's just a matter of time until we see more, not less, inflation. we'll tell you why. >>> plus, shares of robin hood surging after the company posting a surprise profit and it got more aggressiv
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Feb 15, 2024
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. >>> i'm brian sullivan in for kelly once again. is the great american consumer finally about to crack? retail sales down big. we have a guest who says there are still ways to make money in the good ole usa. >>> call it the big swap. investors selling tesla, buying nvidia. but one says that might be about to change. and the action, the story, the trade on three more big stocks, including one your guest says has a great setup to buy into the print. that's all ahead i
. >>> i'm brian sullivan in for kelly once again. is the great american consumer finally about to crack? retail sales down big. we have a guest who says there are still ways to make money in the good ole usa. >>> call it the big swap. investors selling tesla, buying nvidia. but one says that might be about to change. and the action, the story, the trade on three more big stocks, including one your guest says has a great setup to buy into the print. that's all ahead i
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Feb 24, 2024
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, no need to be aggressive, have to wait and see, just for you, right on mad money, >>> i am in for brian sullivan tonight. right now on last call, can't stop won't stop. nvidia scores a week for the ages. do they still have room to run? >>> lights, camera, crash. misery intensifies for two hollywood giants. speaking of hollywood, one of its most powerful figures slams the brakes on its new sora . >>> russia is hit with more sanctions but are they actually working?
, no need to be aggressive, have to wait and see, just for you, right on mad money, >>> i am in for brian sullivan tonight. right now on last call, can't stop won't stop. nvidia scores a week for the ages. do they still have room to run? >>> lights, camera, crash. misery intensifies for two hollywood giants. speaking of hollywood, one of its most powerful figures slams the brakes on its new sora . >>> russia is hit with more sanctions but are they actually working?