69
69
May 16, 2023
05/23
by
CNBC
tv
eye 69
favorite 0
quote 0
in the meantime, you just mentioned tesla and elon musk, hey, you know, tesla has the largest deployed fleet of robots in the world if you look at amazon's robot fleet, they have roughly 3,000 robots per employee. tesla, if you look at their vehicles, they have 300,000 per employee in terms of deployed robots and so, i think there's interesting in other ways to play this. >> brett, thank you for your time appreciate it. dan? >> i think we're on the same page you look at that ark innovation etf, there's a bunch of garbage in there, there's stuff that's down on average, like, 75% from their all-time highs and all deemed to be innovative technology companies a couple years ago. i would assume that some of this tech would really help those names kind of get them toward that 90 trillion in value. >>> coming up, musk-see tv we're counting down to dave faber's exclusive interview with elon musk. this is a live look at tesla headquarters the crew is all set. we're now just awaiting david and musk to show but first, it's bio tech blues for two health care stocks as the federal trade commission
in the meantime, you just mentioned tesla and elon musk, hey, you know, tesla has the largest deployed fleet of robots in the world if you look at amazon's robot fleet, they have roughly 3,000 robots per employee. tesla, if you look at their vehicles, they have 300,000 per employee in terms of deployed robots and so, i think there's interesting in other ways to play this. >> brett, thank you for your time appreciate it. dan? >> i think we're on the same page you look at that ark...
39
39
May 25, 2023
05/23
by
CNBC
tv
eye 39
favorite 0
quote 0
not to get too wonky here, but tesla's had its own protocol when it comes to tesla superchargers, and maybe if we have the details of the announcement, we can call that up, and what they are basically saying here is that ford, instead of using the other protocol, it will be having -- allowing the current ford owners, those ev owners will get access, likely starting sometime early next year, to tesla's superchargers. right now, if you have a ford f-150 lightning, you cannot charge it at a tesla supercharging station. there will be an adapter that will be sent or bought by ford ev owners, that will give them access to 12,000-plus tesla superchargers, about half of their superchargers around the world. most of them here in north america. and then ford's second generation electric vehicles, which start in '25, they will have the tesla nacs charging standard the significance here, melissa, as you take a look, and we've showed what the ev market share is in north america. if they can calesce around one standard and it's the tesla standard, it would make things easier for everybody in the in
not to get too wonky here, but tesla's had its own protocol when it comes to tesla superchargers, and maybe if we have the details of the announcement, we can call that up, and what they are basically saying here is that ford, instead of using the other protocol, it will be having -- allowing the current ford owners, those ev owners will get access, likely starting sometime early next year, to tesla's superchargers. right now, if you have a ford f-150 lightning, you cannot charge it at a tesla...
51
51
May 12, 2023
05/23
by
CNBC
tv
eye 51
favorite 0
quote 0
that's when things get dicey for te tesla. if you look at the to be, the move was heroic, but over the last three yearsthis is a stoc that's gone from the upper left to lower right in a meaningful way. i don't thinked the's price action was all that good, and feels like another day to the 153 level we saw a few weeks ago. >> i think twitter stock sold off something like 50% -- sorry, tesla% sold off 50% since musk took over twitter. do you think any of that ground can be made up here? if so, how long does it take >> it's hard to say. i have been looking at this 155-205 level. guy said 253, so i think that's right. i said if we could hold 155, drift back to the top of the range, i think that's a possibility. to guy's point, they're not completely apples to apples but over the next couple quarters, tesla is a car company, so look at ford, gm, toyota. they've all been struggling. look at mercedes this was a stock doing quite well you say mercedes, tesla, a little more similar because of the luxury nature of the product, but that
that's when things get dicey for te tesla. if you look at the to be, the move was heroic, but over the last three yearsthis is a stoc that's gone from the upper left to lower right in a meaningful way. i don't thinked the's price action was all that good, and feels like another day to the 153 level we saw a few weeks ago. >> i think twitter stock sold off something like 50% -- sorry, tesla% sold off 50% since musk took over twitter. do you think any of that ground can be made up here? if...
0
0.0
May 11, 2023
05/23
by
CNBC
tv
eye 0
favorite 0
quote 0
he's not focused enough on tesla. the strong has traded in kind, so -- the knee jesrk reaction makes sense. who is the person coming in for twitter? i have people tweeting marissa meyer, i don't necessarily know if it matters. the twitter problems seem to be pretty substantial -- >> if twitter were a publicly traded company, we would care. unless you think the person is incompetent, in which case, elon musk would be sucked back into twitter, and then you again lose the ceo of tesla >> look at you look at you. >> do you have any hot takes on who she might be >> not really. sheryl's not taking that job first of all, that person's a puppet that person is not a real ceo. remember, he wholly owns this company and he's on the hook for, you know, probably still $12 billion in debt for it, so, that person is going to be doing exactly what he wants to be doing. and i do think the knee-jerk reaction in tesla makes some sense. it's a huge overhang that he's spending his nights on a cot in the twitter headquarters and trying to r
he's not focused enough on tesla. the strong has traded in kind, so -- the knee jesrk reaction makes sense. who is the person coming in for twitter? i have people tweeting marissa meyer, i don't necessarily know if it matters. the twitter problems seem to be pretty substantial -- >> if twitter were a publicly traded company, we would care. unless you think the person is incompetent, in which case, elon musk would be sucked back into twitter, and then you again lose the ceo of tesla...
0
0.0
May 19, 2023
05/23
by
CNBC
tv
eye 0
favorite 0
quote 0
tesla's our chart of the week. the stock rallied more than 7% at the shareholder meeting elon musk exhibited a openness to advertising. he stressed that with the new ceo of twitter he'll spend less time with the company and said in this interview he's going to say what he feels, even if it costs him money, costs the shareholders money seems luke a teflon kind of week for tesla, even a headline on offering discounts in the u.s. on model 3s didn't hurt gains. they also talked about a model 2, which investors were looking toward seem like an interesting jump start here for a possible -- >> eh. >> i knew that wouldn't fly. >> i was going to yawn, but i don't want to do that on television. >> 7% move since when have we talked about 7% moves with tesla? beta of beta names when it comes to the times series -- year to date, what are we, 40%? go back to mid fall 2022, and we're half of where we were. they still have to go what they're going to do with pricing under way. are they going to look at it every day, week, every ho
tesla's our chart of the week. the stock rallied more than 7% at the shareholder meeting elon musk exhibited a openness to advertising. he stressed that with the new ceo of twitter he'll spend less time with the company and said in this interview he's going to say what he feels, even if it costs him money, costs the shareholders money seems luke a teflon kind of week for tesla, even a headline on offering discounts in the u.s. on model 3s didn't hurt gains. they also talked about a model 2,...
0
0.0
May 31, 2023
05/23
by
CNBC
tv
eye 0
favorite 0
quote 0
. >>> and the chart master all revved up about tesla. we will hear why he says this battleground ev stock is still a guy, even after a 60% move higher this year i'm melissa lee, this is "fast money," we're live at the nasdaq market site. and we start off with a crude awakening it for the energy markets. wti down more than 11% since the start of may that's its worst month since november 2021 and it hasn't just been energy under pressure from livestock to grains to metals, price are falling across the board. what's the impact of these moves? consumer prices grew at their slowest clip in two years in april. how will further disinflation fit entire the markets it could be seen as a good thing, glass half full, glass half empty, right, or a bad thing if it means -- >> we just posted the lean hogs data, so -- no , i think, if yo look at wheat, we're at 2 1/2-year lows. well through pre-russia/ukraine invasion, the biggest wheat producers in the word. if you look at lumber, all those things, very important for at least ppi. whether it's cpi, yo
. >>> and the chart master all revved up about tesla. we will hear why he says this battleground ev stock is still a guy, even after a 60% move higher this year i'm melissa lee, this is "fast money," we're live at the nasdaq market site. and we start off with a crude awakening it for the energy markets. wti down more than 11% since the start of may that's its worst month since november 2021 and it hasn't just been energy under pressure from livestock to grains to metals,...
0
0.0
May 15, 2023
05/23
by
CNBC
tv
eye 0
favorite 0
quote 0
all the ction mike >> yeah, tesla, as usual, the biggest single stock option today. the options market implying a move of more than 4% after that about yule meeting the busiest options were the 170 strike calls, the ones that expire at the end of this week, but the biggest single trade was a purchase of nearly 9,500 of the may 26th weekly 170 calls. the buyer of those paying $4.75 a contract that's $4 million in premium betting on an upside move of 5% by the end of next week. >> thank you for that, mike. guy, if you were able to sit down with elon musk yourself, what would be the first question you would ask him? >> oh, oh my goodness. >> what -- what is the financial -- what are your requirements to continue with your bankers and your debt holders in terms of this twitter deal like, what are you on the hook for? i don't know how i would phrase it, but it would resolve something around the debt load around the twitter deal. >> so, the implication of that, does he have to sell shares -- >> sell more tesla stock >> right, right. tim? >> correct >> i would be interestin
all the ction mike >> yeah, tesla, as usual, the biggest single stock option today. the options market implying a move of more than 4% after that about yule meeting the busiest options were the 170 strike calls, the ones that expire at the end of this week, but the biggest single trade was a purchase of nearly 9,500 of the may 26th weekly 170 calls. the buyer of those paying $4.75 a contract that's $4 million in premium betting on an upside move of 5% by the end of next week. >>...
0
0.0
May 17, 2023
05/23
by
CNBC
tv
eye 0
favorite 0
quote 0
and it's not just tesla caught in the middle. more on u.s./beijing tensions ahead. >>> but first, talk about a strong foundation. home builder stocks keep climbing, as demand stays strong, despite rising rates but can the buildup continue you're watching "fast money," live from the nasdaq market site in times square. we're back right after this. - what? - especially when it comes to your finances. - are you a certified financial planner™? - i'm a cfp® professional. - cfp® professionals are committed to acting in your best interest. that's why it's gotta be a cfp®. are you still struggling with your bra? it's time for you to try knix. makers of the world's comfiest wireless bras. for revolutionary support without underwires, and in sizes up to h-cup. find your new favorite bra today at knix.com >>> welcome back to "fast money. home builders extending their rally today. dr horton fueling gains in the s&p home builders etf. a mixed bag of data. housing starts rose 2% in april mortgage demand dropped 5% so, how can the builders keep climbing
and it's not just tesla caught in the middle. more on u.s./beijing tensions ahead. >>> but first, talk about a strong foundation. home builder stocks keep climbing, as demand stays strong, despite rising rates but can the buildup continue you're watching "fast money," live from the nasdaq market site in times square. we're back right after this. - what? - especially when it comes to your finances. - are you a certified financial planner™? - i'm a cfp® professional. - cfp®...
0
0.0
May 26, 2023
05/23
by
CNBC
tv
eye 0
favorite 0
quote 0
tesla, amc, gamestop and bitcoin. tesla's down 50% from the 21 peak amc down from 3640 are gamestop from 81 to 73 -- >> is that earned? if you look at the carnage what do you think that does to the psyche of a retail investor? a professional investor would be taking pain, would likely have his risk manager tapping him on the shoulder right now i think there is a psychological aspect then like the housing boom boom that happened in the same period, that offers an alternative to where you invest those dollars. you have been burned in the high volatility situation you are not able to park your money in a stable asset and get similar appreciation the last thing is just reopening of the economy and return to offices we can argue the extent thereof we with don't have much time to fixate how to trade your portfolio around it makes it a bit more challenging for the retail investor to participate. >> are you surprised by this, guy? >> i agree with steve. that's exactly right steve's point about the stocks are expensive in term
tesla, amc, gamestop and bitcoin. tesla's down 50% from the 21 peak amc down from 3640 are gamestop from 81 to 73 -- >> is that earned? if you look at the carnage what do you think that does to the psyche of a retail investor? a professional investor would be taking pain, would likely have his risk manager tapping him on the shoulder right now i think there is a psychological aspect then like the housing boom boom that happened in the same period, that offers an alternative to where you...
23
23
May 24, 2023
05/23
by
CNBC
tv
eye 23
favorite 0
quote 0
tesla. >> guy >> mpc, mel. >> all right, thank you for watching "fast." "mad money" with jim claimer starts right now >>> my mission is simple, to make you money i'm here to level the playing field for all investors. there's always a bull market somewhere, and i promise to help you find it. "mad money" starts now hey, i'm cramer. welcome to a special ceo council summit edition of "mad money." welcome to cramerica other people make friends. i'm just trying to help you make some money my job not just to entertain but to teach you so called me at -800-743-cnbc, or tweet me @jimcramer right now, we're playing
tesla. >> guy >> mpc, mel. >> all right, thank you for watching "fast." "mad money" with jim claimer starts right now >>> my mission is simple, to make you money i'm here to level the playing field for all investors. there's always a bull market somewhere, and i promise to help you find it. "mad money" starts now hey, i'm cramer. welcome to a special ceo council summit edition of "mad money." welcome to cramerica other people...
0
0.0
May 1, 2023
05/23
by
CNBC
tv
eye 0
favorite 0
quote 0
>> tesla, no brainer after getting bombarded is still up 30% year to date. gm is flat, and gm and ford are both going to have to be pushed into cutting prices the way that tesla did. >>> up next, final trades. a cutting-edge data-security enterprise. yes, with a slide. a perfect location for the world's first one-hour delivery. an inspiration for the next workout cult. and enough space for a pecan-based nutrition bar empire. it could happen. because there's space for any dream on loopnet. the most popular place to find a space. lily! welcome to our third bark-ery. oh, i can tell business is going through the “woof”. but seriously we need a reliable way to help keep everyone connected from wherever we go. well at at&t we'll help you find the right wireless plan for you. so, you can stay connected to all your drivers and stores on america's most reliable 5g network. that sounds just paw-fect. terrier-iffic i labra-dore you round of a-paws at&t 5g is fast, reliable and secure for your business. >>> time for the final trade >> disney owns a sports network, d
>> tesla, no brainer after getting bombarded is still up 30% year to date. gm is flat, and gm and ford are both going to have to be pushed into cutting prices the way that tesla did. >>> up next, final trades. a cutting-edge data-security enterprise. yes, with a slide. a perfect location for the world's first one-hour delivery. an inspiration for the next workout cult. and enough space for a pecan-based nutrition bar empire. it could happen. because there's space for any dream on...
70
70
May 8, 2023
05/23
by
CNBC
tv
eye 70
favorite 0
quote 0
now tesla has become an extreme case to the side of success. but the stock is still tremendously volatile. tesla, you're going to be talking about energy production along with deliveries and that's a two prong thing. >> and in terms the capital raise, i mean, maybe they're hoping that interest rates will fall guy, i don't know. they have to think of something. >> second quarter 24 will be here faster than people realize, in tub one that cash burn is going to happen they have to do it they said we have to do a raise at some point. probably trades close to four times revenue which is too expensive. probably getting more expensive given this miss. there is nothing like them everybody was gaga over the stock a couple years ago we actually talked about it being ridiculous in terms of valuation. and the valuation is still at 7 and change still a little excessive. i still think there is room on the down side of the stock unfortunately. >> just if you want to be longer stock, you must believe that public investment fund which owns 60% of the company wi
now tesla has become an extreme case to the side of success. but the stock is still tremendously volatile. tesla, you're going to be talking about energy production along with deliveries and that's a two prong thing. >> and in terms the capital raise, i mean, maybe they're hoping that interest rates will fall guy, i don't know. they have to think of something. >> second quarter 24 will be here faster than people realize, in tub one that cash burn is going to happen they have to do...
0
0.0
May 30, 2023
05/23
by
CNBC
tv
eye 0
favorite 0
quote 0
heard some things that are really reminding me of that the last stock to tick a trillion dollars was tesla in november of 2021 and really, we could have said a lot of the same things we're saying about a.i., about autonomous and the stock lost 75% of its market value until january of this year so, all of this stuff can happen the conversations we're having about this technology, you know, next week, apple is having their worldwide developers forum they have been using a thing called siri that is based on artificial intelligence and machine learning for ten freaking years, okay so, these are investments they've been making, there's a product that a lot so of people think sucks and if you're saying me this h-100 chip that jensen huang is going to make it finally good, well, then i'm taking the over on that, because we've been using it for ten years and it stinks, okay? they've been buying the most advanced chips for ten years, they've been developing the most advanced chips for years using their own r and d budgets to do this google has been doing this, amazon has been doing this, tesla's be
heard some things that are really reminding me of that the last stock to tick a trillion dollars was tesla in november of 2021 and really, we could have said a lot of the same things we're saying about a.i., about autonomous and the stock lost 75% of its market value until january of this year so, all of this stuff can happen the conversations we're having about this technology, you know, next week, apple is having their worldwide developers forum they have been using a thing called siri that...
57
57
May 23, 2023
05/23
by
CNBC
tv
eye 57
favorite 0
quote 0
. >> your point about luxury, i don't know if you saw tesla. i look at it every tick every day. almost a 4% reversal from its highs today. it was breaking out, above this kind of downtrend it's been in, and i think once those sorts of fears started kind of working their way through the market, you think to yourself, what were some of the issues about missing deliveries or slow demand in a place like china it's these sorts of things there was all this optimism about china doing this about-face on zero covid you think about the gdp print we saw, 4.5%, they were doing 6.8%, 6.9% in the leadup to 2020, to the pandemic so, the fact that we've really never had this great contribution from the china reopening trade, and i was looking at it today, you have seen freeport? have you seen alcoa, btu these stocks look like we are about to be in a global recession right now. they're not trading particularly well crude oil can't get out of its own way in and around this kind of low 70s or so so, there's lots of things in the stork market that are not the shiniest things in the nasdaq that are
. >> your point about luxury, i don't know if you saw tesla. i look at it every tick every day. almost a 4% reversal from its highs today. it was breaking out, above this kind of downtrend it's been in, and i think once those sorts of fears started kind of working their way through the market, you think to yourself, what were some of the issues about missing deliveries or slow demand in a place like china it's these sorts of things there was all this optimism about china doing this...
0
0.0
May 10, 2023
05/23
by
CNBC
tv
eye 0
favorite 0
quote 0
next week they will offer 24 hours of trading five days a week trading names like apple and amazon and tesla but that's really not expected to move the needle too much. but other platforms and trading at 8:00 p.m., so, now you can satisfy that itch to trade at 1:00 in the morning. the company plans to enter into retirement advisory services, they also just mentioned that on the media call the ceo will be on cnbc tomorrow at 8:45 eastern, shares are still higher with this beat. melissa? >> kristina, thank you what's the catalyst for hood what's going to move the needle here >> well, profitability is certainly a good place to start. and they haven't proven that it was a really good quarter, sequentially their as sets grew 26%. you think about what their investors hold, the demographic of the people in that. but in terms of the growth sequentially in the customer base, but a 16% growth in revenues, but i -- i get back to where we were with this company. what sets them apart what is really their special sauce? what do they do? 24/7 on brokerage, who cares doesn't do anything. i don't think they
next week they will offer 24 hours of trading five days a week trading names like apple and amazon and tesla but that's really not expected to move the needle too much. but other platforms and trading at 8:00 p.m., so, now you can satisfy that itch to trade at 1:00 in the morning. the company plans to enter into retirement advisory services, they also just mentioned that on the media call the ceo will be on cnbc tomorrow at 8:45 eastern, shares are still higher with this beat. melissa? >>...
89
89
May 18, 2023
05/23
by
CNBC
tv
eye 89
favorite 0
quote 0
, so, it's the most -- it doesn't care about currency, doesn't care about putin, doesn't care about tesla or nvidia it is, of course, overowned. the question is, does that group manage care, which is literally triple the health care sector, continue now from -- i don't suspect it can and will. >> one of jared's points, i'm not going to guess -- he's talked about something like lilly as being, these names that have had such extreme outperformance even to the group. are names that you stay with, especially because they're obviously in the exciting, sexy areas of weight loss and alzheimer's, but that there's a dynamic here where truly, they are positioned for growth in a way that they kind of deserve these multiples. it's interesting, also, the way he refers to these big pharma companies really as just commercial marketing entities. if you watch enough tv, that's what it feels like but they really are massive, and, two days ago, pfizer came with $41 billion in new debt on a day when also you saw some treasury funding people attributed pfizer's deal pushing up treasury yields they're so big a
, so, it's the most -- it doesn't care about currency, doesn't care about putin, doesn't care about tesla or nvidia it is, of course, overowned. the question is, does that group manage care, which is literally triple the health care sector, continue now from -- i don't suspect it can and will. >> one of jared's points, i'm not going to guess -- he's talked about something like lilly as being, these names that have had such extreme outperformance even to the group. are names that you stay...
0
0.0
May 2, 2023
05/23
by
CNBC
tv
eye 0
favorite 0
quote 0
on the mach e, as they deal with the price war that is being felt by everybody who is competing with tesla as it lowers its ev prices but jim farley is saying, we have seen the future in terms of what is going to drive the bottom line, and it's software software for the vehicle, software so you can bring the customer in. now, we've heard that from other automakers, he's explaining how they will get to that point. it's not just about building cars and trucks and if you can do that profitably it's about the recurring revenue that is going to be tied into that vehicle on the software side of things melissa, back to you. >> phil, let me understand, so, they beat on adjust ed ebit, the are standing by the previous >> they are. which raises the question, melissa, what are we going to see later this year? and everybody said, look, we're going to see prices come down. going to be tougher in the second half for everybody. >> phil, thank you keep us posted guy? >> the margins for ford model e were negative 102%, so, they have a long hill to climb, and in terms of, you know, it's interesting to hear
on the mach e, as they deal with the price war that is being felt by everybody who is competing with tesla as it lowers its ev prices but jim farley is saying, we have seen the future in terms of what is going to drive the bottom line, and it's software software for the vehicle, software so you can bring the customer in. now, we've heard that from other automakers, he's explaining how they will get to that point. it's not just about building cars and trucks and if you can do that profitably...
0
0.0
May 1, 2023
05/23
by
CNBC
tv
eye 0
favorite 0
quote 0
i think tesla had more price reductions in the past few months than in the past few years. i think it will be difficult for companies like autos to pass on price increases in a world that is started to deflate around key prices >> that's interesting. that's funny it's ironic that you brought up autos of all things, and jim is sitting right here, and general motors is one of yours, which got upgraded over at morgan stanley, but how do you respond to that commentary >> it's good analysis, and we will differ on how quickly is the supply chain healing and how long will it take for the prices to come down inventory on lots is tremendously low it's half of what the normal average is you saw they beat guidance -- is that hissing >> we can all hear it. >> from the 19th out of 20 quarters, gm beat their estimates for earnings and raised guidance which means the consumer is hanging in there, and five times this year's earnings below book value and near zero debt at the ought motiv automotive level it's a great deal. >> just letting everybody know, we are not naive to the technical is
i think tesla had more price reductions in the past few months than in the past few years. i think it will be difficult for companies like autos to pass on price increases in a world that is started to deflate around key prices >> that's interesting. that's funny it's ironic that you brought up autos of all things, and jim is sitting right here, and general motors is one of yours, which got upgraded over at morgan stanley, but how do you respond to that commentary >> it's good...
0
0.0
May 19, 2023
05/23
by
CNBC
tv
eye 0
favorite 0
quote 0
>> yes so you know i like to play tesla. i like to hedge the position the stock has been basing out and bouncing around the 170s and so, to me, it looked like it was going to start to break out so i bought it at 172 but i sold the september 190 calls. and i got $14. that's an 8% yield for four months out so my total return, if i'm capped out, if it gets called away, is 20% in four months. but if i'm wrong, let's say tesla is weak. i have that $14 that i just collected, and so i think it's a really nice entry point where i can get some upside and i used the source of funds was paypal which i sold because i don't think it will participate if this market continues to rise. >>> let's step away and take our first break. up next, good-bye gorman morgan stanley ceo, jim gorman, announcing his plans to step down we'll lay out what's next for e g nkndtsnvtothbiba a i iesrs you're ready for anything. marriage. kids. college. kids moving back in after college. ♪ finally we can eat. ♪ you know you make me wanna...♪ and then we loo
>> yes so you know i like to play tesla. i like to hedge the position the stock has been basing out and bouncing around the 170s and so, to me, it looked like it was going to start to break out so i bought it at 172 but i sold the september 190 calls. and i got $14. that's an 8% yield for four months out so my total return, if i'm capped out, if it gets called away, is 20% in four months. but if i'm wrong, let's say tesla is weak. i have that $14 that i just collected, and so i think it's...
64
64
May 12, 2023
05/23
by
CNBC
tv
eye 64
favorite 0
quote 0
we'll talk about tesla musk has a new ceo for twitter we'll find out what it means for tesla. kevin gordon with us, chris toomey and jessica i'll see you in a few hours from now. all right, the dow is down 160 "final trades," we've been largely holding in i'll go to dracula first what do you got, dracula >> okay. i've got two trades. first, i want to think about the games, so premium for everybody else six-month t-bills. that's what i'm buying vz a good weekend. anastasha? >> you know the saying, don't fix what's not broken? the trend or the nasdaq is positive right now the moving averages are moving in the right direction, so i'm sticking with that tech trade. >> farmer jim? >> cisco systems this is the steady eddie i've owned this for ten years. it matches the s&p 500 you add that dividend on top, and i like this for the long-term. >> earnings next week. >> yes >> along with deere, another one of these >> and home depot. this was quiet next week's big. >> all right go ahead >> next tara energy and let's go, knicks >> win or go home tonight. i'll see you on "closing bell. "th
we'll talk about tesla musk has a new ceo for twitter we'll find out what it means for tesla. kevin gordon with us, chris toomey and jessica i'll see you in a few hours from now. all right, the dow is down 160 "final trades," we've been largely holding in i'll go to dracula first what do you got, dracula >> okay. i've got two trades. first, i want to think about the games, so premium for everybody else six-month t-bills. that's what i'm buying vz a good weekend. anastasha?...
0
0.0
May 16, 2023
05/23
by
CNBC
tv
eye 0
favorite 0
quote 0
by the way, don't miss david faber's exclusive interview with elon musk following tesla's annual meeting tonight at 6:00 p.m. eastern time. it's a cnbc special presentation car designers can shape a piece of clay into a piece of art... so why don't they? at nissan, things are different. they design cars that look like swords... (engine accelerates) gladiators... the future... ♪ or... wow. nissan knows what thrill looks like. because they design it into every car they make. power e*trade's easy-to-use tools, like dynamic charting and risk-reward analysis help make trading feel effortless. and its customizable scans with social sentiment help you find and unlock opportunities in the market. e*trade from morgan stanley. with powerful, easy-to-use tools, power e*trade makes complex trading easier. react to fast-moving markets with dynamic charting and a futures ladder that lets you place, flatten, or reverse orders so you won't miss an opportunity. e*trade from morgan stanley from big cities, to small towns, and on main streets across the us, you'll find pnc bank. helping businesses both l
by the way, don't miss david faber's exclusive interview with elon musk following tesla's annual meeting tonight at 6:00 p.m. eastern time. it's a cnbc special presentation car designers can shape a piece of clay into a piece of art... so why don't they? at nissan, things are different. they design cars that look like swords... (engine accelerates) gladiators... the future... ♪ or... wow. nissan knows what thrill looks like. because they design it into every car they make. power e*trade's...
0
0.0
May 31, 2023
05/23
by
CNBC
tv
eye 0
favorite 0
quote 0
a good price but not a great price and overall consumer discretionary unless you're a home builder, tesla or amazon >> dollar general hit a new 52-week low. >> it has broken momentum. it's on the back of target bjs is down 20%. you're not seeing the evidence that's the case. >> the point about china, that's a pillar to the retail story if you think high-end consumption that was supposed to rebound but that's not happening. you think about yoous unemployment rate is 2% and the story is so different there than in the united states we have stimulus, stock market gains. that's the opposite of what's happened in china. high unemployment rate, so where is this consumption boost going to come from the other thing i was going to say with retail you look at the performance of xrt, that's gone nowhere. a consumer services etf has gone somewhere, it's outperforming and that tells you what they're prioritizing it's not luxury. it's services. >> estee lauder, let's pull up a chart of that. that stock is down 6%. if you look at the china story you look at sort of higher end retail, that stock hasn't do
a good price but not a great price and overall consumer discretionary unless you're a home builder, tesla or amazon >> dollar general hit a new 52-week low. >> it has broken momentum. it's on the back of target bjs is down 20%. you're not seeing the evidence that's the case. >> the point about china, that's a pillar to the retail story if you think high-end consumption that was supposed to rebound but that's not happening. you think about yoous unemployment rate is 2% and the...
0
0.0
May 15, 2023
05/23
by
CNBC
tv
eye 0
favorite 0
quote 0
faber down in austin and that's a cnbc special presentation you do not want to miss that following tesla's annual meeting. again, tomorrow 6:00 p.m. eastern time and a reminder of what's coming up today in a few hours. gabriella santos, adam parker and we're down two and we will be looking for that with leslie picker fanatics with the sports betting deal and we'll get to the bottom of that, and contessa brewer we'll do final trades now. rob sechan ten years in the investment committee. you have to have a good pick >> thank you for all of that, by the way. i appreciate mastercard, resilient grower and expecting mid-teens growth expected by travel and rising international business in its capital, and 50% free cash flow margins. >> jennie harrington >> columbia bankshares and this is umqua and columbia that merged and it got thrown out with the baby with the bathwater and here's what's cool they actually just raised the dividend today and only by a penny which isn't a lot, but it's a huge statement. >> so let me ask you this, you say it's a super high quality regional bank and it very well ma
faber down in austin and that's a cnbc special presentation you do not want to miss that following tesla's annual meeting. again, tomorrow 6:00 p.m. eastern time and a reminder of what's coming up today in a few hours. gabriella santos, adam parker and we're down two and we will be looking for that with leslie picker fanatics with the sports betting deal and we'll get to the bottom of that, and contessa brewer we'll do final trades now. rob sechan ten years in the investment committee. you have...
0
0.0
May 22, 2023
05/23
by
CNBC
tv
eye 0
favorite 0
quote 0
it's all tech all the time, all comp services all the time >> amazon and tesla are a big contributor to that. go underneath the surface in this sector is what is remarkable is the performance of homebuilders, they are near all-time highs >> it's the divergence between the homebuilder stocks, and they have taken off >> i was just going to say, the inventory situation is also going to be caused in the auto company, so with the supply chain easing, that will cause margins to come down >> all rhtig mike santoli will be with us next for his midday word we will see you in two minutes as sleek as it is... spacious. as smart... as it is beautiful. introducing the lucid air. experience the best. ♪ i think i'm ready for this. experience the best. heck ya! with e*trade you're ready for anything. marriage. kids. college. kids moving back in after college. ♪ finally we can eat. ♪ you know you make me wanna...♪ and then we looked around and said, wait a minute, this isn't even our stroller! (laughing) you live with your parents, but you own a house in the metaverse? mhm. cool...i don't get
it's all tech all the time, all comp services all the time >> amazon and tesla are a big contributor to that. go underneath the surface in this sector is what is remarkable is the performance of homebuilders, they are near all-time highs >> it's the divergence between the homebuilder stocks, and they have taken off >> i was just going to say, the inventory situation is also going to be caused in the auto company, so with the supply chain easing, that will cause margins to come...
0
0.0
May 10, 2023
05/23
by
CNBC
tv
eye 0
favorite 0
quote 0
huge inroads with chatgpt but google is still a verb >> quick >> two years ago we were talking about tesla as if it's the only ev player out there. all i knew then was massive competition was coming in. everywhere you turn there's ai, tons of money to be made there all i know there's going to be massive competition and when they have the whole market share for search, that's going to be tough to keep. >>> still ahead the midday word, mike santoli, and your set ahead of disney earnings 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. ♪ (vo) with verizon, you can now get a private 5g network. so you can do more than connect your business, and relentlessly work with you to make them real. you can make it even smarter. now ports can know where every piece of cargo is. and where it's going. (dock worker) right on time. (vo) robots can predict breakdowns and order their own replacement parts. (foreman) nice work. (vo) and retailers can get ahead of the fashion trend of the day with a n
huge inroads with chatgpt but google is still a verb >> quick >> two years ago we were talking about tesla as if it's the only ev player out there. all i knew then was massive competition was coming in. everywhere you turn there's ai, tons of money to be made there all i know there's going to be massive competition and when they have the whole market share for search, that's going to be tough to keep. >>> still ahead the midday word, mike santoli, and your set ahead of...
0
0.0
May 9, 2023
05/23
by
CNBC
tv
eye 0
favorite 0
quote 0
tesla, 36. meta and nvidia up 100%. that for me is the opportunity keep that up google has seen four consecutive higher lows since its 52-week low, november of 2022. last week the stock's 50-day moving average broke above its 200 interday moving average, the stock above both the 50 an2023 i think a convincing break above 108 is meaningful and i think not a lot of selling pressure above that level it's not overbought yesterday. 60 or so 70 would be overbought this is, i think, a breakout in progress. an adverse market event might change that. all things considered this is the type of large cap stock and the timing i look for with a trade or investment. one other thing so jenny doesn't have a heart attack is that google is the cheapest among all of those stocks i just reeled off. this stock is at 24 p/e. i know it's not class ically cheap. the next closest are meta. the others are in the 30s, 40s and 50s in terms of price earnings i don't know what the trigger is they're doing a lot of the ai bundling into existing google
tesla, 36. meta and nvidia up 100%. that for me is the opportunity keep that up google has seen four consecutive higher lows since its 52-week low, november of 2022. last week the stock's 50-day moving average broke above its 200 interday moving average, the stock above both the 50 an2023 i think a convincing break above 108 is meaningful and i think not a lot of selling pressure above that level it's not overbought yesterday. 60 or so 70 would be overbought this is, i think, a breakout in...
0
0.0
May 24, 2023
05/23
by
CNBC
tv
eye 0
favorite 0
quote 0
it's home builders and casinos, amazon and tesla the rest is struggling >> joe, thank you for adding that costco, to me, is more important than nvidia because it will tell you -- they attract the low-end consumer and the higher end consumer and they're going to tell you if the higher end is not the lvmh but the normal high-end consumer if they're trading down, and they're going to tell you if the lower end consumer is spending less. so i think it's really important from an economics standpoint and the future of the economy. >> sarat, no discretionary exposure outside of perhaps the amazons of the world or what >> very minimal. a high consumer staple, more defensive. >> no costco >> no costco >> why >> it hasn't been cheap. it hasn't come down to the price that we wanted it's a great company if it comes back like others, we would buy it >> mike santoli joins us next. >>> "grade my trade. send us your latest stock move and the investment committee will debate it and grade it. ♪ ♪ the biggest ideas inspire new ones. 30 years ago, state street created an etf that inspired the world t
it's home builders and casinos, amazon and tesla the rest is struggling >> joe, thank you for adding that costco, to me, is more important than nvidia because it will tell you -- they attract the low-end consumer and the higher end consumer and they're going to tell you if the higher end is not the lvmh but the normal high-end consumer if they're trading down, and they're going to tell you if the lower end consumer is spending less. so i think it's really important from an economics...
0
0.0
May 11, 2023
05/23
by
CNBC
tv
eye 0
favorite 0
quote 0
dangerous that we have such terrible breadth in the market that outside of large cap tech and amazon and tesla, the rest of the market is either negative three to plus four for the year. that is not a healthy environment to go to new highs >> but we've been in that environment before, right? we've seen this movie before, so to speak, where you've had mega cap have this oversized carry on the rest of the market it hasn't always been so negative >> right but it hasn't always been so negative but reflects back on the earnings look at facebook and google. their revenues were flat maybe google was up like 2%. apple was okay microsoft has the ai these are not companies growing at 10% to 20%. there's only so much multiple expansion i believe the market will allow with these companies and in the meantime everything else is left for -- that is not the ingredient that's where i would disagree with tom to rally with this type of dynamic >> josh what about tom lee the bull case is prevailing, he said you just heard him make his case in part about why he thinks people have just gotten too negative on the m
dangerous that we have such terrible breadth in the market that outside of large cap tech and amazon and tesla, the rest of the market is either negative three to plus four for the year. that is not a healthy environment to go to new highs >> but we've been in that environment before, right? we've seen this movie before, so to speak, where you've had mega cap have this oversized carry on the rest of the market it hasn't always been so negative >> right but it hasn't always been so...
38
38
May 26, 2023
05/23
by
CNBC
tv
eye 38
favorite 0
quote 0
manager, and if you are comfortable owning that at 50 times then you are comfortable owning things like tesla, zoom, coin base, roku, which are all down significantly. >> i feel that's like too generalizing they can have their idiosyncratic or different stories. just because you have the same valuation, nvidia has the same valuation as another name but not the same fundamental story, they can't be viewed the same as an investor. >> it's what style portfolio you manage what i manage says, okay, we need a free cash yield at 5% while i might have missed nvidia, i might have missed those. i get an uber, palo alto, united rentals. in the long run net out to both have excellent performance >> we need to debate that, jim, before i get to rob. i think the central question after this week is, is it a have versus have not market in terms of how you're positioning in the stocks that you own versus the ones that you don't, and we can look at it through the lens of the chips, right? an xpi and qualcomm are how you're playing the chips this week, not a terrible week, they're up 2.5%. amd, broadcom, and on
manager, and if you are comfortable owning that at 50 times then you are comfortable owning things like tesla, zoom, coin base, roku, which are all down significantly. >> i feel that's like too generalizing they can have their idiosyncratic or different stories. just because you have the same valuation, nvidia has the same valuation as another name but not the same fundamental story, they can't be viewed the same as an investor. >> it's what style portfolio you manage what i manage...
0
0.0
May 17, 2023
05/23
by
CNBC
tv
eye 0
favorite 0
quote 0
that we have seemed to build in the last 30 minutes or so as the dow sup nearly 400 we will be talking tesla following that elon musk interview with david faber so i hope you'll join me then. let's do some "final trades. what do you got? >> i'm going to give you alphabet/google. not because of ai, which it has plenty of, but because we think that the digital advertising business is going to start to pick up. it's been in the doldrums and affected revenue and profit over the last couple of years and there are more people buying the stock lately we heard about the largest position or one of them. and it's a name that we like a lot. >> okay. steve weiss? >> uso same momentum in commodities, keeps going. >> joey t. >> monday may 8, we get amd as a final trade. raise your stock, you're up 8% you should lose money on this don't turn a winner into a loser. >> thanks for joining us "the exchange" is now. ♪ ♪ >>> i wish you could hear what dom chu just said. thank you, scott welcome to "the exchange." i'm kelly evans. here's what is ahead the fed is lacking, working from home selfish, and china i
that we have seemed to build in the last 30 minutes or so as the dow sup nearly 400 we will be talking tesla following that elon musk interview with david faber so i hope you'll join me then. let's do some "final trades. what do you got? >> i'm going to give you alphabet/google. not because of ai, which it has plenty of, but because we think that the digital advertising business is going to start to pick up. it's been in the doldrums and affected revenue and profit over the last...