Stocks are struggling to hold their initial gains following the stronger-than-expected jobs number, but Fundstrat’s Tom Lee is staying bullish on stocks and tells us where he’s seeing opportunities now. Plus, the latest unemployment rate may have ticked higher but the share of prime-aged women in the workforce climbed to nearly 78% and is hovering near a record high. We’ll look at what it’ll take to get more women into the workforce. And President Biden is calling on higher corporate taxes in hi...
Mar 08, 2024•45 min
President Biden is expected to go after the wealthy and corporations in his State of the Union address tonight. We’ll look at the challenges and potential impact for business and Wall Street. Plus, Fed Chair Powell is wrapping up his second day of testimony on Capitol Hill. We’ll speak exclusively with Cleveland Fed President Loretta Mester about the central bank’s path forward. And we’ll look at Costco, Broadcom, and Docusign ahead of their reports in Earnings Exchange.
Mar 07, 2024•47 min
The Fed’s not ready to start cutting rates, according to Chair Powell. We’ll break down his first day of testimony on Capitol Hill and what it means for investors. Plus, NYCB is plunging on reports the bank is seeking a major capital infusion. And OpenAI is firing back to Elon Musk’s lawsuit by publishing some of Musk’s emails that appear to contradict what he’s said recently about OpenAI.
Mar 06, 2024•44 min
Our market guest is rotating out of Nvidia and back into value, and has one name where he expects to see healthy returns. Plus, the Trex CEO joins us with his view of the housing market and how the deck manufacturer is benefitting from home renovation trends. And we’re talking shopping, cybersecurity, and the supply chain in Earnings Exchange before Nordstrom, CrowdStrike, and JD.com report.
Mar 05, 2024•44 min
The EU slapped Apple with a nearly $2B fine on the same day the tech titan changed its messaging around artificial intelligence. We’ll break down both stories and look at how to be positioned in the stock from here. Plus, could warehouses be the next shoe to drop in commercial real estate? Our analyst has the risks and opportunities in the sector. And as investors prepare for a big week of retail earnings, our trader has three buys and a bail in the space.
Mar 04, 2024•47 min
New York Community Bank management described internal controls at the bank as ineffective. We’ll look at what went wrong and speak to the former chief risk officer at Discover. Plus, Elon Musk is suing OpenAI and Sam Altman, but our market guest says she’s ready to buy more Tesla shares on any perceived weakness. And we’ve got a crypto edition of 3 Buys & A Bail, following bitcoin’s monster rally this week.
Mar 01, 2024•44 min
Today’s key inflation data is still ahead of the Fed’s 2% target, but that’s not stopping our market guest from finding ways to play offense. Plus, from the housing shortage, to onshoring, and America’s aging demographic, our guest has one REIT trade investors can take advantage of. And we’ve got a rare exclusive interview with the CEO of Acushnet, the parent company of Titleist, about the business of golf, what’s driving demand, and the future of the sport amidst all the uncertainty with the PG...
Feb 29, 2024•44 min
Our market guest says investors are paying too much attention to rate cuts and not enough to something else that could become a headwind for global markets. Plus, the CEO of Life Time joins us on the heels of an earnings beat with the company’s strategy amid the weight-loss drug boom. And we’re trading Paramount, HP, Inc., and Birkenstock in Earnings Exchange.
Feb 28, 2024•46 min
Our economist says the economy is setting up for a goldilocks growth period and joins us to make her case. Plus, the countdown to a partial government shutdown is back on, and it seems that time is the biggest hold up. We’ll speak to a Washington policy analyst to explain. And we’ve got the action, the story, and the trade for First Solar, Lemonade, and SquareSpace on today’s Earnings Exchange.
Feb 27, 2024•44 min
Economists are increasingly sure a recession can be avoided. We’ll look at what that means for the Fed’s rate cut timeline and the markets. Plus, Amazon is now part of the Dow Jones Industrial Average, and that’s one of the reasons our guest sees another 30% upside from here. And three more names on deck to report, including one our trader says has been left for dead by the market, but may still have some life left in it.
Feb 26, 2024•44 min
Stocks are treading water after a big run. Is the AI momentum finally starting to slow or just shift to different names? Plus, Live Nation getting a lift after yesterday’s strong earnings. We’ll speak to the CEO about the quarter and the year ahead. And tomorrow marks the 2-year anniversary of Russia’s invasion of Ukraine. We’ll talk to a panel of experts about the geopolitical landscape, the Biden Administration’s new sanctions, and the outlook for defense stocks.
Feb 23, 2024•45 min
Nvidia proves AI can continue powering big gains and our market guest has some names he’s looking within the AI ecosystem. Plus, our housing guest has the setup for the spring selling season, and we’ll speak with the CEO whose company owns the Empire State Building. And we’re talking content, concerts, and cash in Earnings Exchange with Warner Bros. Discovery, Live Nation, and Block.
Feb 22, 2024•44 min
We’ve got a First on CNBC interview with the CEO of Intel on the heels of their big Foundry Event. Plus, how do you trade Nvidia’s earnings ahead of the tech titan’s results? And the Travel + Leisure CEO joins us fresh off the company’s latest results with the travel trends he’s seeing to start the year.
Feb 21, 2024•46 min
What if the economy isn’t just avoiding a recession, but getting stronger instead? We’ll debate. Plus, one food stock just served up solid earnings and has been red hot, doubling off its recent low. Its CEO joins us to discuss. And our trader breaks down the narratives and numbers ahead of Toll Bros., Palo Alto Networks, and Wingstop.
Feb 20, 2024•44 min
Inflation data coming in hot yet again, so what’s next for the Fed? Moody’s Mark Zandi wants four cuts, while Wells Fargo’s Mark Smith sees the possibility of NO rate cuts in 2024. FICO’s software leverages AI to determine a customer’s creditworthiness...but there could be big changes ahead as lawmakers hash out how to regulate that tech. The FICO CEO tells us what’s next. Plus, go around the world in today’s edition of 3 Buys and a Bail. Stephanie Link gives us the trades on India, Japan, Macao...
Feb 16, 2024•45 min
Is the American consumer finally about to crack? Our market guest says there are still ways to make money in the U.S., bring some global plays as well. Plus, retail investors are selling Tesla and buying Nvidia, but one investor says that may be about to change. And we’ve got the action, the story, and the trade for Coinbase, Roku, and Applied Materials ahead of their results.
Feb 15, 2024•44 min
Will inflation resume its downward trend, or will the so-called “last mile” require a harder landing? We’ll debate. Plus, an exclusive interview with Robinhood CEO Vlad Tenev on the heels of the company’s surprise profit. And EV demand is slowing globally, but one company is looking to capitalize on that and its CEO joins us to explain how.
Feb 14, 2024•45 min
Stocks are plunging on today’s inflation read. We’ll look at the implications for the Fed and how to position from here. Plus, Grayscale’s global head of ETFs joins us with the latest read on their bitcoin products. And a trio of gig economy stocks set to report. We’ll look at the numbers and narratives to know.
Feb 13, 2024•44 min
The consumer isn’t cracking yet, but one analyst says the setup for retail earnings is tough nonetheless. She joins us with the one group she says can keep the retail party going. Plus, a lot of brands spent big money during last night’s big game, but the biggest winner may have been those who spent the least. And we’re tackling three names in earnings exchange: Marriott, Vornado, and Waste Management.
Feb 12, 2024•44 min
It’s been a big week for chip stocks, and while one name in the group isn’t getting a lot of attention from Wall Street, our market guest loves it. Plus, “Million Dollar Listing New York” star Ryan Serhant is here to weigh in on the spring season for housing. And we’re talking streaming, snacking and spirits in 3 Buys & a Bail.
Feb 09, 2024•45 min
Needham is upgrading Disney to buy for the first time in five years. The analyst behind that call joins us with what’s behind the decision. Plus, the S&P is nearing a record but our guest is bargain hunting in the beaten-down parts of the market and brings us his favorite names. And Philip Morris’ fastest-growing, tobacco-free product is facing some criticism from Capitol Hill. We’ll speak to an analyst about what it means for the stock, and former FDA Commissioner Dr. Scott Gottlieb for the...
Feb 08, 2024•45 min
Former Dallas Fed President Robert Kaplan is here with the risks he sees in the regional banks. Plus, Goldman Sachs says forget the Magnificent 7 and makes the case for owning the AI 9. And ESPN, Fox, and Warner Bros are teaming up to launch a sports streaming service, but is it too saturated to succeed? We’ll debate.
Feb 07, 2024•45 min
VC Sam Lessin joins us amid more layoffs in tech with the themes he sees emerging in 2024. Plus, we’re halfway through earnings season and we’ve got three names on deck, including one that our trader says is a buy despite getting crushed since the pandemic. And our market guest says the stage is set for solid returns this year. He’ll tell us where he sees the most opportunities.
Feb 06, 2024•44 min
More good news on the economy coupled with more pushback on premature rate cuts from Fed Chair Powell is putting investors in a tough spot. We’ll look at how to position. Plus, a unique way to play the AI gold rush, featuring a Top-10 company on CNBC’s Just 100 List. And there’s a new quality concern for Boeing involving its supplier Spirit AeroSystems.
Feb 05, 2024•44 min
If there was any hope left for a March rate cut by the Fed, today’s blockbuster jobs report put an end to that. We’ll look at what’s next and how to position. Plus, AI lobbying spiked in 2023 as companies look to influence the federal government’s upcoming guidelines. And with activist investor activity picking up, our trader tells you which stocks are a bail and the ones to pick up because of it.
Feb 02, 2024•43 min
Goldman Sachs is revising its Fed rate cut forecast. Their chief U.S. economist is here with what’s behind the call. Plus, has the Magnificent 7 become the Terrific 3? One tech investor is going that way and tell us the names he’s sticking with. And the earnings parade rolls on with ExxonMobil, Chevron, Clorox and Skechers in Earnings Exchange.
Feb 01, 2024•44 min
We’re in the final countdown for the Fed decision, and our panel disagrees on when the Fed will cut rates and why. Plus, the ripple effects from the Fed’s higher-for-longer mantra will remain with the consumer long after they begin cutting rates. We’ll tell you some of the trouble spots to watch, though there are plenty of red flags in the most recent round of earnings. That’s the subject of today’s Earnings Exchange.
Jan 31, 2024•43 min
Consumer confidence is at its highest level in more than three years, but the labor market is flashing some caution signs. Former Pimco chief economist Paul McCulley will tell us when he expects the Fed’s first rate cut. Plus, we’re in the thick of earnings season with Alphabet and Microsoft earnings after the bell today. We’ll tell you what to expect. And social media CEOs could be in for a fiery hearing on Capitol Hill tomorrow. We’ll look at who’s taking the stand and who’s noticeably absent....
Jan 30, 2024•44 min
The Fed isn’t expected to cut rates on Wednesday, but our market guest says that’s a big mistake. Plus, North Carolina’s state health plan will stop paying for obesity drug coverage, and that may be good news for one company. We’ll speak with the CEO about why. And Red Sea disruptions could drive demand for one area of the commercial real estate market. We’ll connect the dots and tell you which sector.
Jan 29, 2024•44 min
Intel plunging on weak guidance, but our market guest still believes in the company’s turnaround story. She’ll tell us why. Plus, we just got the last key data point on the economy ahead of next week’s Fed meeting. We’ll look at whether it’s enough to nudge the Fed toward an earlier cut. And it’s been a bad week for several high-profile names. Our trader is bailing on three of them and buying one she calls seriously cheap.
Jan 26, 2024•44 min
