i'm frank holland. here's your "five@5." the s&p hitting a new high. futures pointing to some pressure at the opening. >>> atop the agenda, the fed and the latest rate decision. we're watching for signal from jay powell and company. >>> still in the early stages, what nvidia is telling jim cramer on the back of the compy's new chips. >>> and the faa setting off a recent wave of safety issues. what the airplane giant has to do. >>> and a stock split. >>> it's wednesday, march 20th, 2024. you're watching "worldwide exchange" right here on cnbc. ♪ >>> good morning and welcome to "worldwide exchange." thank you so much for being here with us. let's get you ready for the trading day ahead. we're going to get a check of the markets with the u.s. futures getting set for another day of the markets. take a look at the futures. in the red across the board. looks like the dow would open 15 points higher. slightly under pressure. it ended extremely vol a title yesterday. the dow seeing its best day in nearly a month. let's get a check of the bonds and the big fed

i'm frank holland. we saw the dow finish higher for the third straight session. look at futures in the green across board. you see the dow looking like it opens up 120 points higher. off the highs of earlier today. nasdaq is the best performer up .50%. despite the rebound for tech, no luck for tesla. shares hitting a ten-month low after shedding 4.5% yesterday. you see the decline all week long. yesterday, the company lost nearly $250 billionin market value. one reason? a downgrade from wells fargo from neutral to sell. $125 is the new price target down from $200. analysts calling tesla a growth company with no growth. another hit this morning which is $2 below where the stock is trading. ubs lowering the forecast deliveries by 30,000 units. >>> here is a check of the pre market leaders in the nasdaq. moderna up over 1.5%. followed by on semiconductor and marvell technology. three chip makers leading the nasdaq 100. >>> we have a final inflation read before the policy meeting next week with the benchmark yield moving higher in anticipation of the ppi report and s

i'm frank holland. we pick up the half hour check of the u.s.tock futures and new month of trading with the s&p and nasdaq, i'll do it, on leap day, they leaped to new record highs. look at futures right now. we have seen the dow turn lower right now. the s&p is similar. s that nasdaq in the red. we check out the three-hour chart of the s&p. you see the dip not long after we started the show. we want to say there is no clear indication or reason for the move. sharp downturn in the s&p futures. one other factor is february eurozone inflation numbers earlier this hour. s&p taking a leg to the downturn just a short time ago. >>> the dow, s&p and nasdaq coming off the fourlth sth stra winning month in the row. this is the dow's first four-month win streak since may of 2021. the nasdaq coming off the first record close in more than two years, we take a quick check of the stocks that helped us get there. at the top of the list and nobody is surprised with nvidia up 61% followed by constellation energy and meta platforms as well as doordash. >>> we are

i'm frank holland.et's get you ready for the trading day ahead and kickoff with the check of the u.s. stock futures. the major averages all fell from the record all-time highs. you see in the red across the board. nasdaq down more than .50%. the dow would open 60 points lower. a big part of yesterday's pullback was linked to apple off the 2.5% decline linked to the $2 billion fine from the eu alleging anti-competitive behavior in the music streaming space. shares of apple here. fractional losses doing nothing to top gainers with more than one-fifth of the s&p trading at fresh 52-week highs. disney, amazon, jpmorgan chase and cat piapillar. we saw healthcare hitting fresh highs with cardinal health and eli lilly and general dynamics and vulcan materials and unnighted rentals. we will have a guest on later with the new acronym for this trade. >>> outside of stocks, we don't check metals. gold is trading at an all-time high. we will continue to talk about the moves in this if there is something to talk abo

i'm frank holland. here is your "five@5." >>> what the cpi report means for the fed and the markets. >>> and jamie dimon talks about the creditbility and falling ods of the interest rates. >>> and we look at the tiktok ban in america and the ripple effects of other foreign owned companies. >>> boeing in hot water after the faa audit. >>> later, disney gets personal as nelson peltz takes on the board. it's tuesday, march 12th, 2024. you're watching "worldwide exchange" right here on cnbc. >>> good morning and welcome to "worldwide exchange." thank you for being here with us. let's kickoff the hour with the check of the u.s. stock futures after the mixed session yesterday with the nasdaq posting the second down day in a row. look at futures right now. just a mixed picture. dow is moving a flat. the nasdaq is firmly in the positive territory. s&p is the same story. stocks are looking to make up ground this morning, especially after nvidia with the sharp move lower on friday. it's biggest down day in a year

i'm frank holland. we start with the whip saw week continues with the futures facing pressure after the higher day yesterday. why investors are feeling a bit skittish ahead of the open. >>> too soon to cut. chairman jay powell testifying on capitol hill and telling lawmakers it needs to see more data before making a call on when to cut rates. >>> and a $1 billion lifeline as steven mnuchin steps in for new york bancorp. >>> and boeing having issues are regulators over the door plug blowout. it's thursday, march 7th, 2024. you're watching "worldwide exchange" right here on cnbc. >>> good morning and welcome to "worldwide exchange." thank you for being with us. we get you ready for the trading day ahead. the major averaging snapped a three-day leez losing streak. this action in the pre-market after we heard from jay powell saying he continues to expect interest rates to come down this year, but not ready to say when yet. >> it will depend on the path of the economy. our focus is on maximum employment and

i'm frank holland. let's get you ready for the trading day ahead.p the half hour check with the u.s. stock futures and still in the red across the board. the dow would open 70 points lower. we will continue to watch this throughout the show. this action in the pre-market after the nasdaq joined the dow and s&p 500 seeing a first all-time intraday high on friday and highest level since november of 2021. you see over last year up 40%. we have to talk about the small caps. we keep talking about them and some people are bullish and some are bearish. the facts tell us that small caps are at all-time 52-week highs. they are not doing too bad. up about 7.5% over of the last year. we see growing calls this morning for more highs on the s&p 500. bank of america boosting the already lofty year-end target and now tied for the highest on the street at 5,400. we also need to check the bond market with two days of jay powell testimony on capitol hill and the jobs report on friday. look at yields here. the ten-year yield at 4.2%. falling a few basis points after t

i'm frank holland. let's get you ready for the trading day ahead.eck on the s&p and nasdaq which are snapping the three-day slide. we are looking at futures in the red. looking like they are hitting the lows of the mortgning. the dow would open 35 points lower. nasdaq also going from positive into negative territory. that's the money set up. let's turn to the big event today. the federal reserve kicking off the two-day monetary policy meeting with the decision tomorrow. ahead of the market-moving event, nearly 1100% of traders expect the central bank to keep the rates unchanged. that is a far cry from 70% expecting a .25% cut at the start of the year. wall street is expecting the first quarter point rate cut following the june meeting and two more before the end of the year. what if powell throws a curve ball? that is why we're here today for a powell portfolio protection strategy session. joining me now is megan chu and vance howard. good morning to both of you. megan, i'll kick things off with you. let's start off with the most likely outcome. we

i'm frank holland and here is your "five@5." >>> we begin with the pinch. stocks coming off back-to-back days of losses as the wall street outlook for the future fed rate cut is uncertainty. >>> trying for a comeback is boeing why the leadership shakeup could change the minds of would-be shareholders we think with an investor who is thinking about getting in on the stock. >>> is microsoft about to have the iphone moment? dan ives is here to tell us why and what it means for investors. >>> a possible wework lifeline courtesy of the founder and ceo. >>> and how one company is cutting the price of owning a small slice of the luxury vacation home. it's tuesday, march 26th, 2024 you're watching "worldwide exchange" right here on cnbc ♪ >>> good morning and welcome to "worldwide exchange. thanks for being with us let's get you ready for the trading day ahead. we kick off the hour with the check of the u.s. stock futures with the dow and s&p coming off back-to-back losing sessions you see the futures are in the green. looks like the dow would open up 50 points hig

i'm frank holland. let's get you ready for the trading day ahead with the check of the stock futures after the dow, s&p and nasdaq had a record closing high. you see in the green in the futures market. looking to push deeper into record territory at the open. it looks like the dow would open up 80 points higher off the highs of earlier. the nasdaq firmly in the green. the best performer over a .50% is the s&p which is in the green. we will talk about the small caps with the russell coming off a 2% gain. you see it is indicated higher this morning. yesterday, it closed 2% higher. again, indicated higher this morning as well. for the week, up 2%. ahead of the open, some 80 s&p 500 stocks set to open at 52-week or all-time highs which includes dow's american express and visa and caterpillar. all three in the green. of course, all of this comes after the fed maintains 75 basis point cuts by the end of the year despite inflation. >> we believe it is likely at its peak for the tightening cycle and if the econ

i'm frank holland. we're going to pick up with the u.s.tock futures with the s&p 500 coming off its 17th record close of the year. taking a look at the bigger picture. the dow is closing higher. the nasdaq fractionally lower right now. we're digging into the dow premarket movers. chevron, shares up about half a percent. merck right behind it. walmart in the third place spot, up about one third of 1%. we're checking the bond market this morning on the back of yesterday's cpi report. take a look at yields we saw them tick up just a bit. the benchmark at 4.15%, moving five basis points after that slightly higher than expected cpi report. we're looking at energy, specifically oil, rising a four-session losing streak. right now we're seeing a bit of a turnaround. oils hitting the highs. similar story for brent crude. that's your morning setup. . >>> now we want to turn your attention to capitol hill. they could decide the future of tiktok here in the u.s. this as the social media platform is reportedly planning to exhaust all legal channels bef

i'm frank holland.we will pick up the half hour check with the three indices picking up fresh highs. the dow would open up 45 points higher. the markets continue to test new highs and a number of companies. our cnbc data team wrucrunched numbers. disney and amazon and home depot up just a .50% with home depot fractionally higher. walmart and american express here on the board with goldman sachs and visa and caterpillar and microsoft are within 5% of hitting their own fresh records. this morning, we are looking at the bond market with an easing of yields. the benchmark at 4.23%. we will continue to watch bonds throughout the morning. >>> that was the set up. we turn back to stocks and time for the sectornomics. we have dom chu with more on the gains and which companies are leading the way. dom. >> maybe no surprise, frank, the two biggest ones out in terms of social media.stagram and alphab. if you look at the services sector, it has been a leader. one of the top two sectors in the course of the last yea

i'm frank holland. we begin with investors looking to close out a wild week with the s&p at the all-time high. the stocks are set to do something for the first time since the 1960s. >>> jay powell not mincingi wors in the second day of testimony. >>> showing a clear vision. president biden in the state of the union laying out his case for the second term and the economic achievements. we have thetake away. >>> the tesla tumble as a new stock takes its place. >>> getting set for the final jobs report before the next policy decision. the key demographic driving the higher trends. it's friday, march 8th, 2024. you're watching "worldwide exchange" right here on cnbc. >>> good morning and welcome to "worldwide exchange." thanks for being with us. we will get you ready for the trading day ahead. we check the u.s. stock futures with the s&p coming offanother record close. futures are green across the board. dow opening 20 points higher. the nasdaq moving higher right now up over .30% in the pre-market. we are

i'm frank holland. let's get you ready for the trading day ahead.e pick up with the dow and s&p coming off the best weekly gain of the year. the futures are under pressure dow looking like it would open 60 points lower. s&p and nasdaq in the red. we are looking at the chip sector amd and intel falling on the report that the chinese regulators are phasing out u.s. made chips from the computers and servers. it would curb microsoftmicrosofs windows operating systems. intel is down 2% microsoft is down .50% in the p pre-market we are looking at other chips in the space. intel is up .50% we will talk more about chips in a moment. >>> we are checking the bond market as the investors embrace for the pce. the two-year yield is following at 4.6%. we also see oil holding above above $80 a barrel >>> we are look agent the vaneck semiconductor chip index it is up so far this year and on the best performance for the quarter. nvidia is up 90% and on pace for the best quarter since 2001. others are riding impressive rallies like taiwan semi and micron and applied

i'm frank holland.k with the stock futures take a look at the dow which is off the highs of earlier today it looks to open up close to flat the s&p is lower and nasdaq is deep in the red. we'll talk more about that later in the show. >>> stocks are looking to wrap up the week and month and quarter today. the dow up 5.5%. the nasdaq is up more than 9%. s&p is up over 10% its best start the year since 2019 we are looking at top gainers for the index. super micro up 250%. this is not a typo we have talked a lot about the chipmaker. followed by old dominion and nvidia on the board as well. >>> a different story with the magnificent seven and tesla. the biggest laggard on the s&p this year. down 27% dan ives is the latest to cut the price target on tesla. he joins the chorus of bearish calls from citi and mizuho key to the falling sentiment is the first quarter deliveries due next week. analysts cite more ev growth tesla's decision to give ap o one-month free trial of the self driving car as part of the late

i'm frank holland. here's your 5 at 5:00. the dow and s&p notch their third straight day of losses, but that will not keep several companies from hitting new highs. >>> nelson peltz getting fresh support with disney. we have details on the backer. >>> trust, it only gets bigger. >>> plus the bridge collapse in baltimore. they're now turning to a recovery effort. this they're trying to reroute cargo at one of america's busiest ports. >>> and z's ceo sitdown. it's wednesday, march 27th, 2024, and you're watching "worldwide exchange" right here on cnbc. ♪ >>> good morning, welcome to "worldwide exchange. let's get a check of the u.s. future we're taking aing loo. we're seeing the market and the premarket in the green across the board. it looks luke the dow i would open up just about 41 points higher the s&p and nasdaq, 30% higher in the futures market as well. you see in the red, markets for the week, week to date, looks like the dow is down half a percent, the% is down over that. the nasdaq the hardest hit as we talk about this

i'm frank holland. l let's get you ready for the trading day ahead.e're going to look at the stock u.s. futures a big difference from what we saw yesterday. in the green across the board in the premarket. looks like the dow would open about 85 points higher what we're seeing here, a big turnaround since yesterday, coming off their worst day since february 18th with all of the averages shedding 1% or more we're showing you the big action on the boards. you're seeing the declines it was even worse for the mag 7. if you leave out nvidia, losing a combined $233 billion in market value yesterday you see the downward moves when it comes to mag 7. tesla, the hardest hit, down pretty much 4% so this big drop, it was one of the factors fueling the broader market selloff just to keep it in perspective, eye-popping number, but only the third largest single-day loss for the group this year. >>> tech trying to regain some of its footing right now we're checking the gainers on the nasdaq 100. right at the top, crowd strike up followed by palo alto networks four of

frank holland filed this report. >> reporter: this is the latest survey.ur read on the thinking of corporate financial decision makers and this read shows half of the cfos believe we're on the path for a soft landing with the u.s. keeping inflation under control. half had mixed views with 15% forecasting recession this year and another 15% saying it already happened. this is the highest read on the conf confidence. one of six cfos were on the path for a soft landing. 22% day the fed is doing an excellent job. important to know this is the first time in five quarter there is were no cfos which gave the fed a poor grade. this survey was taken between february 26th and march 7th. earnings come in 10%- higher yer over year and jay powell saying the rate cuts on coming. these financial decision makers have also had rate cut exp expectations in line with the market. forecasting a cut between june and september. no cfo forecast a cut in the may meeting, but 7% said they see a scenario where the fed will not cut until 2025. the overwhelming majority say the inflat

i am frank holland in for the judge, scott wapner. front and center this hour, more records fall on wall street as the nasdaq and the s&p both eye fresh closing highs. so as we kick off this new month, should you stick with what's been working, or is it time to double down on other parts of the market. our investment committee is standing by to help tackle that question. we have bryn talkington, steve weiss and jim lebenthal. but, first, a quick check on the markets right now. as mike and sara mentioned, we look like we're on track for new highs right now seeing the dow up fractionally. the s&p up almost half a percent. the nasdaq even better than that. not shown the small caps, doing better than all three. i really think that's where we have to begin. not the small caps, steve weiss. are you going to stick with mega cap tech, keep this train rolling, or is now the time to take profits and broaden out the thesis? >> i did shave a little bit of meta, but, you know, i don't look at it that way. i look at what's reliable, what's predicta

over to frank holland and "the halftime report." >>> sara and mike, thank you very much. i am frank holland in for the judge, scott wapner. new tech titans front and center this hour. we have a new a.i. announcement from microsoft just hitting the tape, and we're following the department of justice and its antitrust lawsuit against apple. joining me for the hour to discuss this and much more josh brown, kari firestone, bill baruch and kevin. our steve kovach is at cnbc headquarters with the headlines. steve? >>> microsoft right now launching its first artificial intelligence pcs. these are the surface pro 10 and the surface laptop 6. what makes them different and what isn't a term you can expect to hear a lot this year. they have a special chip inside called a npu that can provide a.i. tasks faster and more efficiently. in icrosoft's case that means co-pilot, of course, the digital assistant, built into windows 11 for business users and microsoft sells the copilot service for $30 per month. with the new a.i. pcs, they claim copilot has better battery life and if you've ev

frank holland. tim? are you in this right now? >> i'm not in it. i wish i was in it. and, you know, if you're a down theorist, who at least subscribe to the theory that the market is led by surpassing a previous high either in the trance ports or the industries, that's what we've had. and industrials have been pulling maybe transports higher. i think there are operational challenges for fedex on the negative side. frank talked about the margin on express, the yield, the mix. the positive thing is, it's at 12 times. at 12 times, it's very cheap. especially at the mid-cycle, somewhere on this one is closer to 14 or 15. i think it's going higher in the market that we're in, and i don't own it. i don't necessarily chase it right now, but i'd certainly like to buy some weakness. >> julie, are you more convinced about the fedex story at this point? >> i think it has a very big impact when management sets out a restructuring program and you actually see results relatively quickly. i think that gives investors a lot of confidence that, a, they can execute on a difficult plan,

i am frank holland in for the judge, scott wapner. front and center this hour, a critical test for the market with less than two hours to go, our investment committee is standing by to break down what's at stake for your portfolio. joining me for the hour is joe terranova, steve weiss, bryn talkington and also with us today cnbc senior economics reporter steve liesman. first a quick check on the market ahead of the fed. the s&p opened flat, pretty much still there right now. 0.01%. the dow and the nasdaq similar, very muted. the russell as well. essentially flat. looking at treasury yields rising about 15 basis points since that hotter than expected cpi report. i think that's where we have to start. we know inflation is where the fed will start when it comes to inflation. how are you seeing this decision? no decision expected on rates, but we're looking at the dot plot, the commentary from jay powell, the summary of economic projections with their gdp. what are you focused on? >> i think we're trying to certificate. for some form of c

i am frank holland in for the judge scott wapner. front and center this hour, riding the record rally, the dow and the s&p, they get ready to close their best weeks of the year. the question now, how high can we go? joining me now to answer this question and much, much more, today's investment committee joe terranova, liz young, jim lebenthal all here at post 9. steve weiss joining us remotely. first let's get a quick check of the markets. of course we have the record closes yesterday. now the market is under a bit of pressure. the dow down just about 175 points. the s&p down fractionally. the nasdaq holding on to just a few gains, up fractionally right now. i think that's where we have to start, joe. is this the beginning of a pullback that so many people have started to become worried about seeing the markets pull back, some type of correction, or is this a blip, a little bit of profit taking? it is a friday and maybe people are just calling it a day. >> i'm not going to go down that road again. i went down that road in early febru

i'm dominic chu in for frank holland today. here is your "five@5." >>> coming in hot. digesting the hotter than expected inflation report and what it means for the powell policy playbook in the months ahead. >>> we close out the week as technology looks to do something for the first time since october. >>> beijing is not giving up without a fight after former treasury secretary steven mnuchin is looking to buy tiktok from bytedance. >>> a rare showing of confidence for boeing from one major airline's ceo. his comments coming up in a cnbc exclusive. >>> later on, the stock that could replace tesla in the magnificent seven and why today may be the opportunity to get in at a discount price. >>> it is friday, march 15th, 2024. you are watching "worldwide exchange" here on cnbc. >>> good morning. welcome to "worldwide exchange." thank you for being with us on this friday morning. let's kickoff the hour with the check of the u.s. equity futures after the first down day for the dow on the last four on the back of the ppi. the dow implied higher by four points. s&p by three po

i'm contessa brewer in for frank holland this morning. here is your "five@5." >>> central bank decisions this week on tap including the federal reserve. >>> taking a page from the iphone playbook. now apple looking to google. >>> and server maker to darling. a company that has a better year than nvidia and set to join the s&p 500 as we ask who's next? >>> and demand surging ahead of the reddit public market debut. >>> and the ceo shakeup after the botched bet on electric vehicles. it's monday, march 18th, 2024. you're watching "worldwide exchange" right here on cnbc. >>> good morning and welcome to "worldwide exchange." thank you so much for joining us early on this monday. let's check this hour off with the stock futures with the s&p 500 and nasdaq coming off the first back-to-back weekly losses since october. you see the s&p 500 is firmly in the green. implied opening up 21 points. die dow jones industrial average is in the green. investors are gearing up for a big week for the markets and a bigger one for central banks with more than 2

i'm frank holland.e start with the whip saw week continues with the futures facing pressure after the higher day yesterday. why investors are feeling a bit skittish ahead of the open. >>> too soon to cut. chairman jay powell testifying on capitol hill and telling lawmakers it needs to see more data before making a call on when to cut rates. >>> and a $1 billion

i'm frank holland. we pick up the half hour check of the u.s. stock futures.s coming off a negative finish on friday after the nasdaq and s&p hit record highs. a mixed picture right now. the dow would open up 70 points lower. i know people on twitter say don't say open up lower. we are looking at the s&p which is flihigher. we are checking the bond market. yields at the lowest level in one month. we look at the benchmark at 4.07%. the long bond read on expectation is 4.25. bitcoin is at the all-time high right now. trading at $71,650. it trades around the clock. up over 3%. bitcoin hitting a new all-time high as we speak. crypto stocks are moving in tandem right now. coinbase is up 6.5%. mike microstrategy is up. broadly, crypto is moving higher in the market. >>> that is the money set up. we turn back to the stories with apple snapping a seven-session losing streak. the longest since january of 2022. nvidia is looking to turn things around after the prbrutal frida closing down 5%. the stock coming off a monster day in terms of volume. more than doubling the 3

i'm frank holland.e begin with investors looking to close out a wild week with the s&p at the all-time high. the stocks are set to do something for the first time since the 1960s. >>> jay powell not mincingi wors in the second day of testimony. >>> showing a clear vision. president biden in the state of the union laying out his case for the second term and the economic

i'm frank holland.ere is your "five@5." >>> what the cpi report means for the fed and the markets. >>> and jamie dimon talks about the creditbility and falling ods of the interest rates. >>> and we look at the tiktok ban in america and the ripple effects of other foreign owned companies. >>> boeing

i'm frank holland and here is your "five@5." >>> markets are set to close out the best first quartern a half decade >>> another day and another fed official throwing cold water on rate cuts this year. those comments in a moment.

i'm dominic chu in for frank holland today. here is your "five@5." >>> coming in hot.igesting the hotter than expected inflation report and what it means for the powell policy playbook in the months ahead. >>> we close out the week as technology looks to do something for the first time since october. >>> beijing is not giving up without a fight after former treasury secretary steven mnuchin is looking to buy tiktok from bytedance. >>> a rare showing o

i'm frank holland. here's your "five @ 5." we talk about the rally with the s&p.utures are facing a bit of pressure. >>> nvidia is bouncing back in a very big way, by citadel's ken griffin says they have options with different risk/reward profiles. >>> capitol hill be hold a

i'm contessa brewer in for frank holland this morning.ere is your "five@5." >>> central bank decisions this week on tap including the federal reserve. >>> taking a page from the iphone playbook. now apple looking to google. >>> and server maker to darling. a company that has a better year than nvidia and se

i'm frank holland and here is your "five@5." >>> after the best week of the year, wall street waking up to appreciate pressure. one fed head and others are thinking >>> and not swayed by the bears yet. goldman sachs out with the note with the mega bull case for stocks driven in a big way by big tech. >>> the crisis continues at boeing now facing new pressure from the largest workers union. >>> disney responds to the

i'm frank holland and here is your "five@5." >>> we start with breaking through records.all street looking to close out the best week in months, but could reinflation fears put a dent in the record rally? >>> one regulator and $113 billion wiped out in a single day. we look closer to apple and the crackdown. >>> and big pop in reddit since pinterest. is the stock a facebook rival or the next red-hot a.i. play or something in

i'm frank holland and here is your "five@5." >>> we begin with the pinch.tocks coming off back-to-back days of losses as the wall street outlook for the future fed rate cut is uncertainty. >>> trying for a comeback is boeing why the leadership shakeup could change the minds of would-be shareholders we think with an investor who is thinking about getting in on the stock. >>> is microsoft about to have the iphone moment? dan ives is here to tell us why and what it means for investors. >>>

i'm frank holland and here is your "five@5." >>> we begin with the fed kicking off the policy meetingoday in the face of the stubborn inflation. we layout the playbook. >>> bigger and better. nvidia unveils the computer chips to power the next generation of a.i. and large language computing, but investors are not impressed this morning. >>> in washington, a reported h handshake deal to keep the government funde

i'm frank holland and here is your "five@5." >>> jay powell and the fed maintain the commitment to theate cuts. >>> the rally rippling through the markets. japan hits an all-time high. >>> equity in the ipo markets as reddit gets set for the first trade which followed a rocket ship of a debut. >>> stellar quarter for micron has the ch

i'm frank holland. here's your "five@5." the s&p hitting a new high. futures pointing to some pressure at the opening. >>> atop the agenda, the fed and the latest rate decision. we're watching for signal from jay powell and company. >>> still in the early stages, what nvidia is telling jim cramer on the back of the compy's new chips. >>> and the faa setting off a rece

i'm frank holland. here's your 5 at 5:00. the dow and s&p notch their third straight day of losses, but that will not keep several companies from hitting new highs. >>> nelson peltz getting fresh support with disney. we have details on the backer. >>> trust, it only gets bigger.

i think that the -- look, if you want to know, i've been -- you know i love frank holland's show in thewestco. that company had been left behind, an infrastructure company and doing miraculous work. david, if you want to know who's got an incredible reindustrialization thesis in terms of the grid, it is a company that jpmorgan upgraded. >> the ge? >> it's going to be completely separated has a division with wind, it's got natural gas turbine but has the grid and the grid is in terrible shape and the data centers are causing a 5% increase a year in the need for electricity which hasn't happened in, i don't know -- >> we have an enormous need for electricity if we are going to continue to build data centers filled with nvidia chips and networking equipment from the likes of broadcom. >> marvell. >> and marvell that ultimately powers of a.i. models out there and anything to come. power is the gating issue. >> yes, it is. thank you for saying that. >> when you plan a new data center because i have been talking about this a lot,i finally also have been speaking to people who run these compan

. >> frank holland had an excellent person from citi about the new magnificent seven is the foreign language version, what i found is interesting is it starts with lvmh. they have companies over there. schneider electric. you know schneider? >> i do. >> mr. big shot. >> wasn't schneider the super on a sitcom in the '70s. >> one day at a time. >> that's incredible. >> can i tell you some of mnuchin's movies that were good? >> what's the ben aflac, argo? >> accountant. and the star of that, besides affleck, burnthol. >> anyway. i'm glad to know, what was his name, schneider in one day at a time. let's get you back on track to schneider, the french company. >> what's your point? >> my point is that people are gravitating toward europe. you have the ecb being very benign. you have european companies that are doing far better than what was once our magnificent seven. >> although data track yesterday, nonu.s. stocks underperforming s&p by a full standard deviation. >> look, there's japan, there's some of europe and kind of the rest of the world. i think, by the way, japan, i feel like i blew it. w

senator van holland. >> let me start by thanking senator federman. good to see you. real wages are up, right? that's the good news. >> yes othver e last couple years. wages are going up. >> that means more families haer in the budget, right? >> yes. >> worker productivity is up. corporate profits are up. >> i believe so. >> productivity, worker productivity is rising faster an corporate profits, right? >> i don't know the answer to that. >> the charts i show suggest that. that would indicate unless corporations decide to pocket this profit, more of the gains they get from their workers labor that we should be able to continue to have increases in real wages. is that right? >> yes. >> it is important that people recognize these corporations are doiner and they are deciding now to essentially return the gains made through their wor which is going up, to shareholders. shareholders are going to get a profit, the whether or not workers share in that. we've seen a great gap between rising worker productivity, real wages. would that be good for a more inclusive economy trac