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Apr 16, 2024
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on the desk tonight -- carter worth, karen finerman, dan nathan, and tim seymour. we start off with the post earnings divergence in the big banks. consumer-facing names under pressure. bank of america among the biggest laggards, dropping 3.5%, despite a beat. the money center pinched by higher interest rates, which drove first quarter profit lower. that follows jpmorgan which forecast lower than expected interest income through the end of 2024. those shares off by more than 7% since reporting on friday. but it hasn't been all bad news for financials. with investment banks seeing strength. morgan stanley today closing 2.5% higher after its biggest earnings beat in three years. wealth management boosting those results. as we mentioned, goldman saw trading investment banking surge. those shares down today, but still up after the report yesterday. so, what are the banks telling us? a mixed message here, but the results side of it andthe stock reaction side of it which may not necessarily reflect the same story. >> yeah, wealth management fees, right, and those are bala
on the desk tonight -- carter worth, karen finerman, dan nathan, and tim seymour. we start off with the post earnings divergence in the big banks. consumer-facing names under pressure. bank of america among the biggest laggards, dropping 3.5%, despite a beat. the money center pinched by higher interest rates, which drove first quarter profit lower. that follows jpmorgan which forecast lower than expected interest income through the end of 2024. those shares off by more than 7% since reporting...
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Apr 25, 2024
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our participants have done their research, picked their names, and tim seymour will be here to br help us break down the stocks. four competitors also in the studio starting with the defending champion, charlotte flair, brianna stewart is here and getting assistant from karen finerman leiv shulman is here, along with heisman winner eddie george, and joining us remotely, another great running back, austin ekeler, now with the washington commanders, the team i grew up with kenny the jet smith from inside the nba as well as ose pearlman, joey chestnut, he eats more hotdogs in one sitting than jillmj jillian michaels has had in her entire life. we're excited about this next contestant and comedian, drewsky. it's take your kids to work day, and we have many young fans here, and they love drewsky. >> and as we mentioned with us here on set for the entire show to help us break down the top picks here, tim seymour, but before we can draft, we have to set the stage because the markets are having a big down day. one-two punch for the markets. >> and a combination of that along with higher rates
our participants have done their research, picked their names, and tim seymour will be here to br help us break down the stocks. four competitors also in the studio starting with the defending champion, charlotte flair, brianna stewart is here and getting assistant from karen finerman leiv shulman is here, along with heisman winner eddie george, and joining us remotely, another great running back, austin ekeler, now with the washington commanders, the team i grew up with kenny the jet smith...
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Apr 10, 2024
04/24
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on the desk tonight -- tim seymour, karen finerman, dan nathan, and guy adami. and we start off with the major market moves after yet another hot inflation report. the yield on two-year treasuries spiking toward the 5% mark for the first time since last november. 22 basis point move today, the biggest since march of last year. stocks solidly in the red, though off the lows of the day. the dow shedding more than 420 points, seventh day of losses in the last eight sessions. it is now down over 3.5% from the record hit just last month. take a look at the drops in some of the most rate sensitive sectors. reen regional banks sinking 5%. builders dropping below their 50-day moving average for the first time since november. and small caps now negative once again for the year. all this as the latest cpi report showed consumer prices rose 3.5% from a year ago, the third straight month of higher than expected results. that print seemed to squash hopes for fed rate cut any time soon. chances of a cut in june plunging from nearly 60% before the report to 17% now and the pro
on the desk tonight -- tim seymour, karen finerman, dan nathan, and guy adami. and we start off with the major market moves after yet another hot inflation report. the yield on two-year treasuries spiking toward the 5% mark for the first time since last november. 22 basis point move today, the biggest since march of last year. stocks solidly in the red, though off the lows of the day. the dow shedding more than 420 points, seventh day of losses in the last eight sessions. it is now down over...
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Apr 24, 2024
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for a quick preview of the events and the names on the board, the mel kiper of the stock draft, tim seymour. >> one of the greatest event in sports and markets, i am excited to be part of it. >> we give the contestants a list of how many stocks from which they can choose? not all 2000. >> 50 or so stocks. clearly. a broad swath of economy and the market. it does seem like the draft this year will be dominated, much like the nfl draft, but quarterbacks the sexy part of the market, chips, nvidia, every year is a slightly different tone and i expected to be alive and well. >> what the winners typically do , they hit a home run. you have to have that -- the game theory says, when you get two choices, or three -- >> two. game theory, on some level, as a former retired athlete moving into the booth, about finding the most bombed out stocks that i thought could have an inflection point. almost so bad they are good, like boeing, down almost 40%, free cash flow dying but i think they will have a percent to 10% in free cash flow yield in 2025. exciting picks. every team in a win now mode, which means
for a quick preview of the events and the names on the board, the mel kiper of the stock draft, tim seymour. >> one of the greatest event in sports and markets, i am excited to be part of it. >> we give the contestants a list of how many stocks from which they can choose? not all 2000. >> 50 or so stocks. clearly. a broad swath of economy and the market. it does seem like the draft this year will be dominated, much like the nfl draft, but quarterbacks the sexy part of the...
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Apr 12, 2024
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. >> general clark, it's tim seymour. it's an honor to have you here. refresh, u.s. strategy here, especially as it relates to our relationship with israel, it's getting more complicated. obviously iran brings a different element. the u.s. doesn't want to see this, nobody wants to see this. can you refresh your perspective on the strategy on israel in the middle east? >> for the united states, the idea is to continue to reassure israel, we've got your back, you don't have to do anything. let's get this situation in gaza settled. don't go into south lebanon, don't make the problem any bigger. that's the american perspective. and for the israeli perspective, they see it as an existential crisis. they cannot let hamas come out as a winner. they've still got a problem in south lebanon with the iranians and the clock is ticking on iranian nuclear capacity, which changes everything. so israel sees it very differently than the united states does at this point, and yet israel knows it must have u.s. support. it must have the friendship of washington. >> yeah, and president b
. >> general clark, it's tim seymour. it's an honor to have you here. refresh, u.s. strategy here, especially as it relates to our relationship with israel, it's getting more complicated. obviously iran brings a different element. the u.s. doesn't want to see this, nobody wants to see this. can you refresh your perspective on the strategy on israel in the middle east? >> for the united states, the idea is to continue to reassure israel, we've got your back, you don't have to do...
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Apr 23, 2024
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seymour, karen finerman, dan nathan, and guy adami. we got to start off with tesla taking off on q-1 results. shares actually soaring. this is despite a miss on the top and bottom lines investors seemingly excited that the new models may be coming sooner than expected if the gains hold tomorrow, it will be tesla's best day since seethe hasn't had a lot of best days lately phil lebeau joins us now to break down the results phil, what happened here in this report >> well, it's what they said in the indication of new models that are coming, more affordable-priced models that is exactly what the street wanted to hear the street didn't want to see what they saw for the first quarter you and let's go over those numbers. none of these numbers are good any way you look at it, this was an ugly quarter for tesla. earnings miss, 45 cents a share, the street was expecting 51 cents. revenue, down 9% year over year. the worst since 2012 it fell short of estimates coming in at $21.03 billion. operating margin of 5.5% negative free cash flow of $2.53
seymour, karen finerman, dan nathan, and guy adami. we got to start off with tesla taking off on q-1 results. shares actually soaring. this is despite a miss on the top and bottom lines investors seemingly excited that the new models may be coming sooner than expected if the gains hold tomorrow, it will be tesla's best day since seethe hasn't had a lot of best days lately phil lebeau joins us now to break down the results phil, what happened here in this report >> well, it's what they...
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Apr 24, 2024
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seymour, karen finerman, dan nathan, and guy adami. and we start off with meta shares plunging 11% after the company gave weak revenue guidance for the year. it also said capex would be higher than expected thatowing a beat on the top and bottom line it could be the worst drop since october 2022 julia boorstin is here to dig into the details what else stands out to you? >> well, courtney, the better than expected results were very much outweighed by that lighter than expected second quarter revenue guidance, as well as higher than expected expense guidance the higher capex guidance reflects larger than planned investments in a.i., including gpus, as well as in data center. she also told me that the company's higher total expense range is partially due to legal expenses, and she noted that meta's investments in a.i. do continue to pay off, and were reflected in the revenue growth that we saw, stronger than expected revenue growth that we saw in the first quarter as for the company's lighter than expected second quarter revenue guidance,
seymour, karen finerman, dan nathan, and guy adami. and we start off with meta shares plunging 11% after the company gave weak revenue guidance for the year. it also said capex would be higher than expected thatowing a beat on the top and bottom line it could be the worst drop since october 2022 julia boorstin is here to dig into the details what else stands out to you? >> well, courtney, the better than expected results were very much outweighed by that lighter than expected second...
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Apr 26, 2024
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. >>> ai'm melissa lee coming to you live from studio b on the desk, tim seymour and julie beal we start with the two letters that might mean more for the market than anything the fed does, ai the s&p closing friday with solid gains climbing back towards the 5100 mark posting its best week since last november the nasdaq doing better up over 4% since monday and the dow ending a second straight week in the green. those gains come as a slew of economic data should have spooked investors. the fed's favored inflation gauge staying sticky commodity prices on the rise with crude, brent, and copper all higher but all that could not put a damper on the artificial intelligence parade. alphabet surging to a record high after showing progress in its ai ambitions microsoft also climbing as ai boosted its cloud sales and nvidia, the poster child of the business jumping more than 6% today as it appears to be the beneficiary of all of this ai spend. the stock's 15% gain this week was the best since last may. does this action prove that ai matters more to the market than maybe the fed? tim, what do you s
. >>> ai'm melissa lee coming to you live from studio b on the desk, tim seymour and julie beal we start with the two letters that might mean more for the market than anything the fed does, ai the s&p closing friday with solid gains climbing back towards the 5100 mark posting its best week since last november the nasdaq doing better up over 4% since monday and the dow ending a second straight week in the green. those gains come as a slew of economic data should have spooked...
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Apr 11, 2024
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on the desk tonight -- tim seymour, karen finerman, steve grasso, and guy adami. >>> we start with morgan stanley. sinking 7% today after a report that the company is being probed over how it vets clients. leslie picker has all the details. she's on the fast line. >> hey, melissa. that five and a quarter percent decline continuing a little bit in the afterhours, and that was after you mentioned that report about a wider regulatory probe into the firm's wealth management division, and how it is vetting clients at risk of money laundering. at issue, according to sources that were anonymous in the piece, basically whether morgan stanley has been, quote, sufficiently investigating the eidentities of clients and wher their wealth comes from, as well as how it monitors its clients' financial activity. some of the probe is focused on international clients. the journal reported that the fed has been looking into similar issues, but today's story says there involvement by other regulators, as well, including the s.e.c. and the office of the comptroller of the currency, among other treasury departm
on the desk tonight -- tim seymour, karen finerman, steve grasso, and guy adami. >>> we start with morgan stanley. sinking 7% today after a report that the company is being probed over how it vets clients. leslie picker has all the details. she's on the fast line. >> hey, melissa. that five and a quarter percent decline continuing a little bit in the afterhours, and that was after you mentioned that report about a wider regulatory probe into the firm's wealth management division,...
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Apr 4, 2024
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on the desk tonight -- tim seymour, karen finerman, dan nathan, and guy adami. >>> we start off with that late-day selloff that took markets sharply lower. the dow ending the day down 530 points, posting its biggest one-day loss since march of last year. it had been up nearly 300 points at its highs. the nasdaq and s&p 500 dropping more than a percent. it got ugly just after 2:00 p.m. minneapolis fed president warning if inflation continues to move sideways, it, quote, makes me wonder if we should cut rates at all this year. adding to the concerns, rising tensions between israel and iran, which sent oil prices to their highest level since october. so, could these two risks in tandem put a cap on market optimism, which has been fueling us higher this year. >> well, 15 1/2 hours, 8:30 tomorrow morning, the entire thing could change on the jobs number. so, with that said, yeah, i believe so. and i think this today was sort of a continuation of march 8th what are you talking about, the market didn't -- no, the market didn't do anything on that friday march 8th, but the intraday moves tha
on the desk tonight -- tim seymour, karen finerman, dan nathan, and guy adami. >>> we start off with that late-day selloff that took markets sharply lower. the dow ending the day down 530 points, posting its biggest one-day loss since march of last year. it had been up nearly 300 points at its highs. the nasdaq and s&p 500 dropping more than a percent. it got ugly just after 2:00 p.m. minneapolis fed president warning if inflation continues to move sideways, it, quote, makes me...
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Apr 25, 2024
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time for the final trade tim seymour and guest? >> yeah, i have a friend here, evan, the son of our set super visor nancy, and it's family day at cnbc. he wanted to say gold fields for the win. >> good job, evan. >> kristen >> xle i think both in term office hedging geopolitics and inflation, as well as the free cash flow generation of these companies. >> steve >> meta. >> guy >> my man e.t. told me exxonmobil >> thanks for exxonmobil >> thanks for watching "fast." "mad money" 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 "mad money. welcome to cramerica other people want to make friends, i'm just trying to make you some money my job is not just to entertain but to educate and teach you to call me at 1-800-743-cnbc or tweet me @jimcramer. it takes a special kind of stock to do well when the economy's slowing. while inflation just won't
time for the final trade tim seymour and guest? >> yeah, i have a friend here, evan, the son of our set super visor nancy, and it's family day at cnbc. he wanted to say gold fields for the win. >> good job, evan. >> kristen >> xle i think both in term office hedging geopolitics and inflation, as well as the free cash flow generation of these companies. >> steve >> meta. >> guy >> my man e.t. told me exxonmobil >> thanks for exxonmobil...
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Apr 15, 2024
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on the desk tonight -- tim seymour, karen finerman, dan nathan, and rebecca patterson, former chief strategist at bridgewater associates. welcome, rebecca. >>> and we start off with the steep market reversal that sent stocks to their low of the day. the dow up 400 points early in the session, closing the day down nearly 250. that was the biggest single day about-face in 13 months. the nasdaq tumbling 2%. and the s&p 500 fell more than a percent. the ten-year treasury yield hitting its highest level since mid-november. the dollar jumping to its own five-month high. all this as investors eye the potential of israel rheal stastate i retaliating against iran's weakened strikes. tim? >> we came in this morning, and i'm sure most people were glued to their screens after the weekend's events, and we were seeing a rally. and we were seeing a rally with possibly a move higher in rates. and that's how we started out this morning. and i recognize that market's priced in a lot. having said that, it was a week where we sold off on the back of yields. it was a week where we sold off on the back of a handful
on the desk tonight -- tim seymour, karen finerman, dan nathan, and rebecca patterson, former chief strategist at bridgewater associates. welcome, rebecca. >>> and we start off with the steep market reversal that sent stocks to their low of the day. the dow up 400 points early in the session, closing the day down nearly 250. that was the biggest single day about-face in 13 months. the nasdaq tumbling 2%. and the s&p 500 fell more than a percent. the ten-year treasury yield hitting...
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Apr 8, 2024
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on the desk tonight -- tim seymour, courtney garcia, dan nathan and guy adami. >>> alphabet jumping more than 14% over the past month and outshining the rest of the mag seven. meanwhile, a.i. darling nvidia stalling over that same time period in an unusual place, the red. a nearly 225% gain over the past year. what does alphabet's turnaround tell us about the a.i. and tech state of play? this is the one month anniversary of that key reversal that guy so fondly refers to. >> march 8th. i think people are concerned somewhat about valuation, and they're looking for places in a rising interest rate environment, which we're clearly in, where they can wrap their head around valuation and google's been that stock all along. so, when rates were low, google was sort of left on the side of the road for the high growth names. now that rates are a bit of a story, i think people are finding google directly, by the way. >> do you feel like this is a change that sticks or does nvidia come back? >> i think you are likely going to continue to see people going away from things like nvidia, which has reven
on the desk tonight -- tim seymour, courtney garcia, dan nathan and guy adami. >>> alphabet jumping more than 14% over the past month and outshining the rest of the mag seven. meanwhile, a.i. darling nvidia stalling over that same time period in an unusual place, the red. a nearly 225% gain over the past year. what does alphabet's turnaround tell us about the a.i. and tech state of play? this is the one month anniversary of that key reversal that guy so fondly refers to. >> march...
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Apr 30, 2024
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on the desk tonight -- tim seymour, karen finerman, and steve grasso. >>> stocks closing on a down note, with the nasdaq sinking 2% and the dow shedding 570 points, accelerating the last ten minutes of trading. all three closing near their lows of the session and well in the red for the month. each ending five-month winning streaks. the dow posting its biggest mostly loss since september of 2022. we'll dive more into what is behind these moves later this hour, but we have to start off with amazon. shares are higher, though off their best afterhours highs. the company reporting a beat on the top and the bottom lines and higher ad revenues and sales in aws guidance in q-2 though. kate rooney has the details. >> cloud growth was the key story here. aws sales, that's what folks were watching. 17% growth, better than the 14.7% wall street was expecting. a.i. appears to be driving a little bit of that. the company says a.i. is now a multibillion dollar revenue run rate business. overall, aws revenue is now at $100 billion in arr. the cfo just on the call with media, talking about what he call
on the desk tonight -- tim seymour, karen finerman, and steve grasso. >>> stocks closing on a down note, with the nasdaq sinking 2% and the dow shedding 570 points, accelerating the last ten minutes of trading. all three closing near their lows of the session and well in the red for the month. each ending five-month winning streaks. the dow posting its biggest mostly loss since september of 2022. we'll dive more into what is behind these moves later this hour, but we have to start off...
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Apr 3, 2024
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on the desk tonight -- tim seymour, karen finerman, dan nathan, and guy adami. >>> we start off with the fed chair powell's balancing act. the central bank chief towing the line between spurring economic growth by cutting rates and tamping down on persistently high inflation. earlier today, powell suggested he is not yet ready to say that battle's been won. >> on inflation, it is too soon to say whether the recent readings represent more than just a bump. we do not expect that it will be appropriate to lower our policy rate until we have greater confidence that inflation is moving sustainably down toward 2%. >> the fed's key inflation gauge has now been above its target 2% rate for three straight years. it's not exactly as transitory as powell originally said it would be, and that sparks our question tonight, will the fed be as wrong on inflation on the way down as it was on the way up? some other, you know, interesting things that he said today, he thought monetary policy was tight. i thought that was interesting, because i don't know what -- >> i don't know what it meant. i don't k
on the desk tonight -- tim seymour, karen finerman, dan nathan, and guy adami. >>> we start off with the fed chair powell's balancing act. the central bank chief towing the line between spurring economic growth by cutting rates and tamping down on persistently high inflation. earlier today, powell suggested he is not yet ready to say that battle's been won. >> on inflation, it is too soon to say whether the recent readings represent more than just a bump. we do not expect that it...
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and nobody asked tim. and when, when, when, when seymour hersh, who as you saw, i had here on the show exactly where you are right now. and i had a conversation with him at the time. one of the things that we talked about that i didn't include was that he was being a pat, assailed by the media for bearing to suggest that perhaps the united states and the west would be involved with blowing up this pipeline, which obviously was either blown up by russia, or it just happened by itself, or as i suggested, a large shock, the rest of it, right, because he was attacked for russia's late as a conspiracy theorist. united that's a conspiracy, as opposed to when you blame me, that was washer. that did it. that's not a conspiracy theory that did it, they did it to those. um and then of course in response to hushes story, then the german media and then the american of the british media in so came up with this alternative ridiculous story about this. um the independence freelance ukrainians were involved. nobody knows
and nobody asked tim. and when, when, when, when seymour hersh, who as you saw, i had here on the show exactly where you are right now. and i had a conversation with him at the time. one of the things that we talked about that i didn't include was that he was being a pat, assailed by the media for bearing to suggest that perhaps the united states and the west would be involved with blowing up this pipeline, which obviously was either blown up by russia, or it just happened by itself, or as i...