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May 14, 2024
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. >>> first, an update on the bid for paramount and david faber has the details. hi, david. >> hey, tyler. as you guys well know, i've been following this closely as i did 30 years ago. another saga perhaps worthy of its own movie is the battle for paramount. some things to add to the mix today because we have been very much focussed on the potential of a bid from sony and its partner apollo. but people close to the situation that i've been speaking to of late indicate that the likelihood of a bid, at least for the full company, seems to be fading a bit. there has not be an nda signed by sony at this point. nondisclosure agreement that you would typically sign so you could begin real due diligence. beyond that was a fallen sony the stock price last week that we can show you as well that may have given them pause. not to mention, of course, the continued deterioration the environment we know so well, namely the cable ecosystem all of which has led to what i'm told is, quote a rethinking of the paramount bid. that does not mean that there would not be some sort of b
. >>> first, an update on the bid for paramount and david faber has the details. hi, david. >> hey, tyler. as you guys well know, i've been following this closely as i did 30 years ago. another saga perhaps worthy of its own movie is the battle for paramount. some things to add to the mix today because we have been very much focussed on the potential of a bid from sony and its partner apollo. but people close to the situation that i've been speaking to of late indicate that the...
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May 9, 2024
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i'm carl quintanilla with jim cramer, david faber at post nine of the new york stock exchange futures are a bit red as the dow looks to snap the longest winning streak of the year, so far, at least. lots of earnings movers. bank of england holds steady our road map begins with a crack in the a.i. stock room arm holdings notching a surge in profits and sales, but shares under some pressure on weak guidance >>> plus media moves warner bros. discovery missing >>> airbnb shares are also falling ahead of the opening the company sees robust demand for travel, but its guidance disappoints investors. the ceo will join us in a few minutes. >>> let's begin with a few momentum names today, including one of the beneficiaries of the a.i. boom, and that's arm holdings, down sharply as guidance comes in below consensus. but shares of the chip designer still up 90% from the september ipo price of $51 a share revenue up 47% licensing up 60. >> yeah, look, i think that rene haas will be able to tell a good story, that there was really one question on the conference call by a goldman analyst who's very,
i'm carl quintanilla with jim cramer, david faber at post nine of the new york stock exchange futures are a bit red as the dow looks to snap the longest winning streak of the year, so far, at least. lots of earnings movers. bank of england holds steady our road map begins with a crack in the a.i. stock room arm holdings notching a surge in profits and sales, but shares under some pressure on weak guidance >>> plus media moves warner bros. discovery missing >>> airbnb shares...
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May 8, 2024
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i think that david faber is still out in l.a. at the milken conference >> he forgot his ties. >> join us tomorrow. "squawk on the street" begins right now. ♪ >>> good wea >>> good wednesday morning little equity pressure premarket as some well-known names guide lower. shopify, uber, intel, twilio oil, below $77 for a moment. our road map begins with tesla, though, under the microscope today as federal prosecutors reportedly examining whether the company committed securities or wire fraud >>> also ahead, we got some growth stocks that are moving in different directions reddit, for example, recent ipo, surging. shopify, really down sharply the president will join us this hour >>> and on the a.i. front, president biden is going to announce the plans by microsoft. this is microsoft money, not federal money. they're going to build a $3.3 billion datacenter in wisconsin. >>> let's start with tesla, though sources telling reuters the justice department is investigating whether the ev maker committed securities or wire fraud by mislead
i think that david faber is still out in l.a. at the milken conference >> he forgot his ties. >> join us tomorrow. "squawk on the street" begins right now. ♪ >>> good wea >>> good wednesday morning little equity pressure premarket as some well-known names guide lower. shopify, uber, intel, twilio oil, below $77 for a moment. our road map begins with tesla, though, under the microscope today as federal prosecutors reportedly examining whether the company...
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May 31, 2024
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i'm carl quintanilla with jim cramer and david faber futures are steady as core pce comes in somewhat friendly, the softest annual gain in about three years. ten years, almost back to 4 1/2 as we head into a fed blackout we begin with the fed's favored inflation gauge. tech and ai also in focus, dell has been a red hot stock, down double digits, though, this morning. margins perhaps being one reason, even though it did exceed analysts' estimates shareholders are recommending to reject elon musk's passive pay package. >>> let's again with reaction to the pce data a lot of chatter about 0.249%, and what rounding down means. >> we're back in terms of the sense that we had this period where we thought things had popped and gotten tougher, and some conference calls, we thought we were trending down, i think we can go back to the we're okay david, you know this number, which of course we always have to say it's a preferred gauge, does signal that maybe the trajectory, this slow unwind of inflation is still happening >> good, i'm glad. i don't have anything to offer what can i possibly offer
i'm carl quintanilla with jim cramer and david faber futures are steady as core pce comes in somewhat friendly, the softest annual gain in about three years. ten years, almost back to 4 1/2 as we head into a fed blackout we begin with the fed's favored inflation gauge. tech and ai also in focus, dell has been a red hot stock, down double digits, though, this morning. margins perhaps being one reason, even though it did exceed analysts' estimates shareholders are recommending to reject elon...
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May 1, 2024
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faber. live from post nine of the new york stock exchange. looking at stocks, it's a mixed picture, the dow is higher now thanks to strength in j&j, microsoft, amazon, 3m, boeing, s&p is lower the only sectors higher are consumer discretionary, materials and real estate. a lot of movers to talk about there. nasdaq down .1%. a mixed picture for tech and stocks overall on this fed day looking at treasuries we have no shortage of catalyst, the 10 year yield is slightly lower so a slight bid in bonds 4.66 two year remains above 5% but cooling here today >>> shares of cvs plunging after reporting an earnings miss the company cutting outlook due to higher medical costs. pinterest soaring double digits, posting strong revenue growth up 22% from a year ago. and starbucks on pace for the worst day in two years missing earnings estimates china sales falling double digits the choppiness of the recovery in china continued with a more intense price war than expected. >>> let's get to more with rick sante
faber. live from post nine of the new york stock exchange. looking at stocks, it's a mixed picture, the dow is higher now thanks to strength in j&j, microsoft, amazon, 3m, boeing, s&p is lower the only sectors higher are consumer discretionary, materials and real estate. a lot of movers to talk about there. nasdaq down .1%. a mixed picture for tech and stocks overall on this fed day looking at treasuries we have no shortage of catalyst, the 10 year yield is slightly lower so a slight...
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May 28, 2024
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i'm carl quintanilla with jim cramer, david faber is back at post nine of the new york stock exchange holiday shortened week apple and nvidia up 2 to 3%. nasdaq looking for a sixth weekly game. pce ornl on friday kashkari telling cnbc he's in no rush to cut rates saying he needs many more months of positive inflation data before making the move. >> new numbers are showing apple iphone is on track to open in positive territory for the first time this year elon musk raising the mistakes in the ai wars his company xai receiving $6 m billion. >> let's talk about the tech rally following the closing highs for the nasdaq on friday this open ai thing will feed into that flywheel >> a great way to look at it when you see that valuation, that's a confirmation against of what happened last week. there are a bunch of notes today. there was an analyst this morning talking about a $10 trillion evaluation. >> i saw you give him a shou shout-out. >> it wasn't a completely absurd valuation. you can't really take them on. the index -- ai is going so quickly that perhaps this is the biggest story ever
i'm carl quintanilla with jim cramer, david faber is back at post nine of the new york stock exchange holiday shortened week apple and nvidia up 2 to 3%. nasdaq looking for a sixth weekly game. pce ornl on friday kashkari telling cnbc he's in no rush to cut rates saying he needs many more months of positive inflation data before making the move. >> new numbers are showing apple iphone is on track to open in positive territory for the first time this year elon musk raising the mistakes in...
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May 22, 2024
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david faber is on assignment all-time highs here, but futures are a bit cautious ahead of the big event tonight, and that is nvidia earnings. meantime, retail earnings are a bit mixed. target largely fails to impress. oil now down 2% for the week >>> road map is going to begin with target's big miss, consumers buying fewer groceries and home goods shares are down sharply premarket. >>> nvidia shares are coming off a record close and on track for some gains at the open expectations are high for the chip maker's results after the bell >>> watch apple. the midst of a seven-day win streak with a gain of nearly 13% so far this month. >>> let's begin, though, with target down sharply on this quarterly earnings miss and a sales decline. the retailer did say customers cut their spending on discretionary and grocery. company did reaffirm full-year guidance, jim. they guided comps down and came in 3.7 >> when you talk to brian, he'll be insistent that this wasn't anything that you should find unexpected the thing that i'm struggling with is he talks about the consumer, in tepid terms walmart didn
david faber is on assignment all-time highs here, but futures are a bit cautious ahead of the big event tonight, and that is nvidia earnings. meantime, retail earnings are a bit mixed. target largely fails to impress. oil now down 2% for the week >>> road map is going to begin with target's big miss, consumers buying fewer groceries and home goods shares are down sharply premarket. >>> nvidia shares are coming off a record close and on track for some gains at the open...
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May 24, 2024
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faber will come back from assignment. >> i think he might. >> i don't know. i don't know, jim. >> with the jeans and the phone. >> jim, let me do this, i'm talking to my dog here which is more important than talking to you. oh, okay, david, how are you >> we'll see you at 6:00 on "mad money. 6:00 p.m. eastern time when we come back, as jim says, wedbush's dan ives talks apple in a moment. are you interested in safeguarding your investments with gold? alamos gold is a growing canadian gold producer with a long track record of outperformance. alamos gold. invest with us. our growth sets us apart. >>> good friday morning. welcome to another hour of "squawk on the street. i'm carl quintanilla with leslie picker and mike santoli, live at post nine of the new york stock exchange david and sara are on assignment bulls still licking their wounds from yesterday dow's worst decline in more than a year although just a handful of points away from 5300 still. yields a little bit spice yi today as durables did come in warm. >> we're about 30 minutes into the trading sessio
faber will come back from assignment. >> i think he might. >> i don't know. i don't know, jim. >> with the jeans and the phone. >> jim, let me do this, i'm talking to my dog here which is more important than talking to you. oh, okay, david, how are you >> we'll see you at 6:00 on "mad money. 6:00 p.m. eastern time when we come back, as jim says, wedbush's dan ives talks apple in a moment. are you interested in safeguarding your investments with gold? alamos...
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May 2, 2024
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i'm sara eisen with carl quintanilla, and david faber, live as always from post nine of the new york stock exchange. stocks, the day after powell, coming back a little bit with the dow up 119 points, s&p up 0.3% nasdaq gaining 0.6% after that crazy reversal yesterday late in the day. the 10-year note yield firmer, 4.6% so treasury selloff continues. this hour we've got a special "squawk on the street" hat trick. we'll talk with three major consumer facing companies the day after the fed held rates steady ceos of carvana, ebay and kellanova will join us to break down the inflation and rates impact of their respective businesses, what they're seeing from the consumer and, of course, quarterly results. speaking of earnings, 30 minutes into the trading session here are three movers we're watching. a host of news out of peloton. ceo barry mccarthy stepping down, the company cutting global head count by 15%, announcing new cost reduction efforts alongside third quarter results that showed wired losses than expected stock down 2%. it's taken a long beating. novo nordisk in the red despite b
i'm sara eisen with carl quintanilla, and david faber, live as always from post nine of the new york stock exchange. stocks, the day after powell, coming back a little bit with the dow up 119 points, s&p up 0.3% nasdaq gaining 0.6% after that crazy reversal yesterday late in the day. the 10-year note yield firmer, 4.6% so treasury selloff continues. this hour we've got a special "squawk on the street" hat trick. we'll talk with three major consumer facing companies the day after...
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May 7, 2024
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i'm carl quintanilla with jim cramer david faber is at the milliken global institute in los angeles. disney earnings are definitely top of mind this morning along with an apple ipad event in about an hour. buying yields in oil are lower roadmap begins with disney better than expected with streaming numbers nearly breaking even. shares, as you just heard, under pressure. >> plus elon musk reups his ai warnings saying it will over time biological intelligence speaking of ai, i'll be joined by the man sam altman calls his secret weapon at open ai as well as former treasury secretary steve mnuchin. that will be over the next couple hours carl >> all right let's begin with disney, guys. lower in the premarket got the raised guidance. narrowly overall streaming losses to about $18 million. disney plus and hulu with a surprise profit. box office sales did see a decline in the period, jim as julia just pointed out, although parks and experiences up ten, some moderation, and post covid travel. >> when you go over the arpu, the average revenue per user for streaming, it's quite good india -- t
i'm carl quintanilla with jim cramer david faber is at the milliken global institute in los angeles. disney earnings are definitely top of mind this morning along with an apple ipad event in about an hour. buying yields in oil are lower roadmap begins with disney better than expected with streaming numbers nearly breaking even. shares, as you just heard, under pressure. >> plus elon musk reups his ai warnings saying it will over time biological intelligence speaking of ai, i'll be joined...
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May 10, 2024
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i'm carl quintanilla with david faber and mike santoli at post nine of the new york stock exchange sara eisen has the morning off after a very busy week of travel and more markets looking pretty good. it's been a solid few days for the dow and the s&p. just a handful of points from an all-time closing high and closing in once again on a double digit gain for the year. >> we are 30 minutes into the trading session. here are three movers we're watching cloud stock akamai slumping, guidance disappointed an the company warned of slowing traffic growth, shares down 8% and shares of novavax surging this morning on a more than a billion dollar licensing deal involving covid vaccines we'll have much more on that ahead. the stock up 130%. very crowded short and sweetgreen another gainer, shares up nearly 200% year to date as the salad chain boosts its 2024 outlook, saying it expect same stores sales growth 6% above its previous range. up 42% how about that. >> that is wow look at that >> not a wow. >> not a tiny company. >> consumer sentiment out moments ago. let's get to rick santelli for those
i'm carl quintanilla with david faber and mike santoli at post nine of the new york stock exchange sara eisen has the morning off after a very busy week of travel and more markets looking pretty good. it's been a solid few days for the dow and the s&p. just a handful of points from an all-time closing high and closing in once again on a double digit gain for the year. >> we are 30 minutes into the trading session. here are three movers we're watching cloud stock akamai slumping,...
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May 3, 2024
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i'm sara eisen with carl quintanilla and david faber, live as always from post nine of the new york stock exchange. rally day on wall street today. dow is up more than 500 points. s&p surging now 1.5%. the nasdaq in the lead up 2.3%. every sector in the s&p 500 is higher right now. information technology is leading with a 3% rise there. energy is lagging, but has turned positive on the day. reaction to what is being called a goldilocks jobs report. we'll get into it. take a look at treasuries which tells you the story they're getting bid and yields lower 4.5% on the 10-year. the 2-year down to 4.785. it was over 5% this week. the dollar is weaker. a market friendly reaction. 30 minutes into trade percent starting with apple, one of the biggest gainers post results and we'll break down the results and comments from ceo tim cook in just a moment. amgen shares are surging, announcing plans in favor of moving forward with its injectable drug similar to wegovy. the company will release initial data from a mid stage trial on that drug, but it's pleased with the results so far. travels name book
i'm sara eisen with carl quintanilla and david faber, live as always from post nine of the new york stock exchange. rally day on wall street today. dow is up more than 500 points. s&p surging now 1.5%. the nasdaq in the lead up 2.3%. every sector in the s&p 500 is higher right now. information technology is leading with a 3% rise there. energy is lagging, but has turned positive on the day. reaction to what is being called a goldilocks jobs report. we'll get into it. take a look at...
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May 15, 2024
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faber at post nine of the new york stock exchange. all-time highs in sight as we get our first deceleration of the year for cpi, up 0.3%, touch light on headlines, some relief in services, the ten-year is down to 4.35%. >>> our road map begins with that macro picture. consumer prices down. retail sales flat. jamie dimon calls on the u.s. to get its fiscal house in order. >>> plus the intensifying a.i. race. google is rolling out its most powerful a.i. assistant yet. >>> and a bipartisan senate group out with a new report on how best to regulate the technology. >>> sara eisen is live from jerusalem, speaking one-on-one with israeli prime minister benjamin netanyahu. >>> let's get to the cpi print. as we pointed out, 3.6% core year on year, jim. more than half is gasoline and shelter. >> it's only going to get better. gasoline, obviously, oil's come down. iea with some reports saying it's not -- shouldn't even be at this level. food, we're starting to see some things in food that indicate that things are getting better. i mean, for inst
faber at post nine of the new york stock exchange. all-time highs in sight as we get our first deceleration of the year for cpi, up 0.3%, touch light on headlines, some relief in services, the ten-year is down to 4.35%. >>> our road map begins with that macro picture. consumer prices down. retail sales flat. jamie dimon calls on the u.s. to get its fiscal house in order. >>> plus the intensifying a.i. race. google is rolling out its most powerful a.i. assistant yet....
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May 28, 2024
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elliott taking a stake, a story reported by david faber. stock not doing too much that's interesting we'll ask stacy rascon about that the star chip analyst will be here at post nine. we can't wait for that biotech, insmed soaring on positive drug data takes us to our talk of the tape the road ahead for the markets with tech once again apparently in the driver's seat bring in sophie's head of investment strategy liz young here at post nine. sdploo >> good to see you to me the big story remains nvidia. >> yeah. >> because it continues to keep this market levitating and keeps investors positive and specifically in the area of tech even apple was higher today, we'll cover that in a little bit, but nvidia unbelievable. >> well we've got the situation, too, where you've got econ data warming up again some of the stuff we thought was softening problem areas like consumer confidence, consumer sentiment, pmi last week came in stronger than expected so we've got this heating back up and the narrative around a recovery, another recovery in some of th
elliott taking a stake, a story reported by david faber. stock not doing too much that's interesting we'll ask stacy rascon about that the star chip analyst will be here at post nine. we can't wait for that biotech, insmed soaring on positive drug data takes us to our talk of the tape the road ahead for the markets with tech once again apparently in the driver's seat bring in sophie's head of investment strategy liz young here at post nine. sdploo >> good to see you to me the big story...
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May 9, 2024
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i'm carl quintanilla with jim cramer, david faber at post nine of the new york stock exchange futures are a bit red as the dow looks to snap the longest winning streak of the year, so far, at least. lots of earnings movers. bank of england holds steady our road map begins with a crack in the a.i. stock room arm holdings notching a surge in profits and sales, but shares under some
i'm carl quintanilla with jim cramer, david faber at post nine of the new york stock exchange futures are a bit red as the dow looks to snap the longest winning streak of the year, so far, at least. lots of earnings movers. bank of england holds steady our road map begins with a crack in the a.i. stock room arm holdings notching a surge in profits and sales, but shares under some
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May 13, 2024
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i'm sara eisen with carl quintanilla and david faber, live as always from post nine of the new york stock exchange. take a look at stocks here in the early action higher a little bit. s&p up a little more than 0.1. it's a broad base in terms of the gains today. only sector lower is communication skfrsz and we have at the top of the list real estate, alphabet, meta, netflix, t-mobile weighing on that sector but everybody is higher. utilities, real estate, consumer discretionary at the top of the market nasdaq is up 0.2 adding to gains we saw last week take a look at treasuries right now. part of the story they have been bid and the yields are lower that's continuing today. the sorry yield 4.47, 3%, we have a more interesting week of macro data the two-year yield 4.8 30 minutes into the trading session here are three big movers we're watching. big tech player insight, announcing a $2 billion stock buyback, shares down on the year with the pop today we are keeping a close eye on gamestop which has been soaring. the stock has been halted now several times in the last 30 minutes. it halted onc
i'm sara eisen with carl quintanilla and david faber, live as always from post nine of the new york stock exchange. take a look at stocks here in the early action higher a little bit. s&p up a little more than 0.1. it's a broad base in terms of the gains today. only sector lower is communication skfrsz and we have at the top of the list real estate, alphabet, meta, netflix, t-mobile weighing on that sector but everybody is higher. utilities, real estate, consumer discretionary at the top of...
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May 30, 2024
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i'm sara eisen with carl quintanilla, and david faber, live as always from post nine of the new york stock exchange. stocks, a mini selloff going on. the s&p is down a third of 1%. there's strength under the hood in places like real estate which is surging more than 1%. industrials, materials, staples, consumer discretionary, energy, utilities and financials are green, but it's technology that's weighing on the major averages. salesforce is a big part of that story. you have been talking about that. it's down now 19.6%. servicenow, intuit, adobe and oracle at the bottom of the list. take a look at treasuries after we did get data this morning, and there was a bid before the gdp report and that extended, seeing yields lower, 4.56 on the 10-year. still elevated but two-year yield under 5%. here are three movers we're watching. got to start with salesforce because shares are plunging after its first sales miss since 2006. the company's forecast also falling short. we're going to break down the numbers with one of the street's top tech analysts later this hour and find out if it's a buyi
i'm sara eisen with carl quintanilla, and david faber, live as always from post nine of the new york stock exchange. stocks, a mini selloff going on. the s&p is down a third of 1%. there's strength under the hood in places like real estate which is surging more than 1%. industrials, materials, staples, consumer discretionary, energy, utilities and financials are green, but it's technology that's weighing on the major averages. salesforce is a big part of that story. you have been talking...
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May 17, 2024
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david faber is on assignment. bulls look to close out a solid week with futures pretty steady. s&p aims as a fourth positive week in a row. that's the longest streak since february. the road map begins with china's housing hail mary, attempting to end its property crisis. reddit shares are surging striking a content and advertising deal with openai, and as dom said, gameshop shares tumble. take two cuts its forecast in what it calls challenging times. let's begin with markets a day after the dow hit 40k for the first time ever on pace for its fifth week of gains. what did you make of all the fuss yesterday? >> i thought this was one of the broader attempts at a major milestone. and what led it was just incredible. i mean, you're dealing with a level of broad that what -- let me tell you, the most important thing was rates had only something to do with one stock out of ten. you could pin on rates. i think that's very important. i do believe most of these companies are just run by ceos that don't get enough credit. it's amazing to me that we simply are always willing to consign,
david faber is on assignment. bulls look to close out a solid week with futures pretty steady. s&p aims as a fourth positive week in a row. that's the longest streak since february. the road map begins with china's housing hail mary, attempting to end its property crisis. reddit shares are surging striking a content and advertising deal with openai, and as dom said, gameshop shares tumble. take two cuts its forecast in what it calls challenging times. let's begin with markets a day after...
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May 14, 2024
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i'm carl quintanilla with david faber and leslie picker at post nine of the new york stock exchange. sara eisen is on assignment. few moments from the fed chair making fresh remarks at the annual meeting of the foreign bankers association in amsterdam. as soon as we get those we'll bring them to you. markets looking through some of the internals of ppi today. ran hot month on month, negative revises and one interesting element as you can see the 10-year at 4.45 is a lot of compone bents that feed into cpi that we saw this morning weren't that hot and hope tomorrow might be, some have argued, a friendlier number. >> if you look at the read through to the various sector, real estate the top performer, the market isn't as concerned necessarily about rates. you've got financials in the green, materials, industrials and utilities, whereas communication is the biggest laggard. communication services, the biggest laggard which suggests kind of maybe some profit taking in big tech and other areas of communication services. interesting in terms of the fed chair this morning. i know a lot of p
i'm carl quintanilla with david faber and leslie picker at post nine of the new york stock exchange. sara eisen is on assignment. few moments from the fed chair making fresh remarks at the annual meeting of the foreign bankers association in amsterdam. as soon as we get those we'll bring them to you. markets looking through some of the internals of ppi today. ran hot month on month, negative revises and one interesting element as you can see the 10-year at 4.45 is a lot of compone bents that...
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May 21, 2024
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david faber is on assignment. oil is down a buck and brent back to a two-month. our roadmap begins with waiting for nvidia. chip stocks waiting to fuel record highs for tech and options point to a big swing when it reports tomorrow. the jpmorgan chase ceo an nouning his retirement may come within five years. let's begin with the markets, jim. a bit of the setup here, tech all-time high on the s&p. >> there are semiconductors yesterday that aren't even doing well or at least hinted that things are turning. texas instruments gave a sense that the stock was just on fire. micron on that -- basically capitulation call. i've missed it. i'm going positive. it worked. qualcomm on the idea that some people are looking for their chips even though they should be in abundance. yesterday was a day where bro broadcom, we're talking about a top ten company in america. i asked jensen whether he would split the stock, the ceo of nvidia. he said, well, i'll consider it. do you know what would happen if they split that stock? a 10% move. it would be insane. it would be based on not
david faber is on assignment. oil is down a buck and brent back to a two-month. our roadmap begins with waiting for nvidia. chip stocks waiting to fuel record highs for tech and options point to a big swing when it reports tomorrow. the jpmorgan chase ceo an nouning his retirement may come within five years. let's begin with the markets, jim. a bit of the setup here, tech all-time high on the s&p. >> there are semiconductors yesterday that aren't even doing well or at least hinted...
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May 20, 2024
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faber has the week off. premarkets steady. dow 40-k in the books. positive commentary. we'll get to that. ongoing with stocks one longtime bearish strategist has finally capitulated. it is nvidia's week. four analysts upping their targets ahead of results on wednesday. and apple reportedly edly slash iphone prices to count huawei. a historic week for stocks, jim. we got to 40k, we hosted 11 on the vix, but just barely, but we did. >> people are stalki talking ab stock market. for the long time, they talked about my tomatoes. and then say, wow, what is that about? people who have not been in. people who are thinking, is it too late? i try to present a constructive view. but it's gotten in people's minds, carl, and also numbers from gallop last week who said 62% of the people are back. someone in their house owns stocks. that's up from 52. which was interesting. 52 was the low, which is just when the dow got back to where it was before 2007. so, you had 2007, people got back to even and they left. and now gen-
faber has the week off. premarkets steady. dow 40-k in the books. positive commentary. we'll get to that. ongoing with stocks one longtime bearish strategist has finally capitulated. it is nvidia's week. four analysts upping their targets ahead of results on wednesday. and apple reportedly edly slash iphone prices to count huawei. a historic week for stocks, jim. we got to 40k, we hosted 11 on the vix, but just barely, but we did. >> people are stalki talking ab stock market. for the long...
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May 23, 2024
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david faber is on assignment nvidia's stellar quarter and guidance will push s&p and nasdaq further into record territory today, all three indexes on track for their best month since november our road map is going to begin with the a.i. boom nvidia with a record quarter and announcing that ten-for-one split. jamie dimon says he can't rule out a hard landing for the united states. >>> and the doj reportedly set to file an antitrust lawsuit against ticketmaster parent livenation as early as today >>> let's begin with nvidia's blowout quarter. the company revenue more than tripled in q1, and its datacenter business grew by more than 400% over a year earlier sending shares above $1,000 for the first time here's jensen huang on the call last night >> the demand for gpus and all the datacenters is incredible. we're racing every single day, and the reason for that is because applications like chatgpt and gpt 4-o and now it's going to be multimodality and gemini and its ramp and anthropic, you know, all of the work that's being done at all the csps are consuming every gpu that's out there >> jim
david faber is on assignment nvidia's stellar quarter and guidance will push s&p and nasdaq further into record territory today, all three indexes on track for their best month since november our road map is going to begin with the a.i. boom nvidia with a record quarter and announcing that ten-for-one split. jamie dimon says he can't rule out a hard landing for the united states. >>> and the doj reportedly set to file an antitrust lawsuit against ticketmaster parent livenation as...
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May 6, 2024
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david faber is at the milken institute global conference in los angeles. pretty steady market ahead of the open, light on data this week but plenty of high-profile earnings from disney and uber to airbnb and arm. ten-year remains below 4.5%. our road map begins with berkshire's boom, a 39% gain in q1 operating profit. meantime, buffett says they did trim apple and sold off paramount at a loss. >> speaking of paramount, the company is, or its special committee is opening up negotiations with sony and apollo. they're also talking with skydance as well about their bid for the overall company. >>> from here at the milken institute global conference in los angeles, the next two hours, we're going to be joined by marc rowan, david solomon, and darren woods. so, nice lineup ahead, guys. >> let's begin, david, with buffett and apple after that stock's friday rally. berkshire says it did trim its stake by about 13% to just over $135 billion in q1. didn't stop buffett from praising apple at the meeting over the weekend. take a listen. >> at the end of the year, i wo
david faber is at the milken institute global conference in los angeles. pretty steady market ahead of the open, light on data this week but plenty of high-profile earnings from disney and uber to airbnb and arm. ten-year remains below 4.5%. our road map begins with berkshire's boom, a 39% gain in q1 operating profit. meantime, buffett says they did trim apple and sold off paramount at a loss. >> speaking of paramount, the company is, or its special committee is opening up negotiations...
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May 7, 2024
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i'm carl quintanilla with jim cramer david faber is at the milliken global institute in los angeles. disney earnings are definitely top of mind this morning along with an apple ipad event in about an hour.
i'm carl quintanilla with jim cramer david faber is at the milliken global institute in los angeles. disney earnings are definitely top of mind this morning along with an apple ipad event in about an hour.
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May 8, 2024
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i think that david faber is still out in l.a. at the milken conference >> he forgot his ties. >> join us tomorrow. "squawk on the street" begins right now. ♪ >>> good wea >>> good wednesday morning little equity pressure premarket as some well-known names guide lower. shopify, uber, intel, twilio oil, below $77 for a moment. our road map begins with tesla, though, under the microscope today as federal prosecutors reportedly examining whether the company committed securities or wire fraud >>> also ahead, we got some growth stocks that are moving in differ
i think that david faber is still out in l.a. at the milken conference >> he forgot his ties. >> join us tomorrow. "squawk on the street" begins right now. ♪ >>> good wea >>> good wednesday morning little equity pressure premarket as some well-known names guide lower. shopify, uber, intel, twilio oil, below $77 for a moment. our road map begins with tesla, though, under the microscope today as federal prosecutors reportedly examining whether the company...
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May 21, 2024
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david faber is on assignment. oil is down a buck and brent back to a two-month. our roadmap begins with waitingo
david faber is on assignment. oil is down a buck and brent back to a two-month. our roadmap begins with waitingo
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May 28, 2024
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i'm carl quintanilla with jim cramer, david faber is back at post nine of the new york stock exchange holiday shortened week apple and nvidia up 2 to 3%. nasdaq looking for a sixth weekly game. pce ornl on friday kashkari telling cnbc he's in no rush to cut rates saying he needs many more months o
i'm carl quintanilla with jim cramer, david faber is back at post nine of the new york stock exchange holiday shortened week apple and nvidia up 2 to 3%. nasdaq looking for a sixth weekly game. pce ornl on friday kashkari telling cnbc he's in no rush to cut rates saying he needs many more months o
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May 15, 2024
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faber at post nine of the new york stock exchange. all-time highs in sight as we get our first deceleration of the year for cpi, up 0.3%, touch light on headlines, some relief in services, the ten-year is down to 4.35%. >>> our road map begin
faber at post nine of the new york stock exchange. all-time highs in sight as we get our first deceleration of the year for cpi, up 0.3%, touch light on headlines, some relief in services, the ten-year is down to 4.35%. >>> our road map begin
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May 24, 2024
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faber is on assignment bulls on the hunt for signs of stability after the dow's worst day in more than a year. benchmark yields still a bit toasty durables ran hot, although oil, near a three-month low our road map begins with the day after the selloff, the dow dropping 600 points on pace
faber is on assignment bulls on the hunt for signs of stability after the dow's worst day in more than a year. benchmark yields still a bit toasty durables ran hot, although oil, near a three-month low our road map begins with the day after the selloff, the dow dropping 600 points on pace
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May 23, 2024
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david faber is on assignment nvidia's stellar quarter and guidance will push s&p and nasdaq further into record territory today, all three indexes on track for their best month since november our road map is going to begin with the a.i. boom nvidia with a record quarter and announcing that ten-for-one split. jamie dimon says he can't rule out a hard landing for the united states. >>
david faber is on assignment nvidia's stellar quarter and guidance will push s&p and nasdaq further into record territory today, all three indexes on track for their best month since november our road map is going to begin with the a.i. boom nvidia with a record quarter and announcing that ten-for-one split. jamie dimon says he can't rule out a hard landing for the united states. >>
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May 3, 2024
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faber at the new york stock exchange. futures are soaring as the market welcomes this miss on april jobs. 175,000, some negative revisions, wages run cool. ten-year is back below 4 pnlt 5%, and that's where our road map begins, stocks roaring on the less than expected number. unemployment rises a tick. >>> plus apple is posting a double-digit drop in iphone sales, but it did approve that $110 billion buyback. that's the most ever for a pu
faber at the new york stock exchange. futures are soaring as the market welcomes this miss on april jobs. 175,000, some negative revisions, wages run cool. ten-year is back below 4 pnlt 5%, and that's where our road map begins, stocks roaring on the less than expected number. unemployment rises a tick. >>> plus apple is posting a double-digit drop in iphone sales, but it did approve that $110 billion buyback. that's the most ever for a pu
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May 6, 2024
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david faber is at the milken institute global conference in los angeles. pretty steady market ahead of the open, light on data this week but plenty of high-profile earnings from disney and uber to airbnb and arm. ten-year remains below 4.5%. our road map begins with berkshire's boom, a 39% gain in q1 operating profit. meantime, buffet
david faber is at the milken institute global conference in los angeles. pretty steady market ahead of the open, light on data this week but plenty of high-profile earnings from disney and uber to airbnb and arm. ten-year remains below 4.5%. our road map begins with berkshire's boom, a 39% gain in q1 operating profit. meantime, buffet
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May 20, 2024
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faber has the week off. premarkets steady. dow 40-k in the books. positive commentary. we'll get to that.
faber has the week off. premarkets steady. dow 40-k in the books. positive commentary. we'll get to that.
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May 22, 2024
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david faber is on assignment all-time highs here, but futures are a bit cautious ahead of the big event tonight, and that is nvidia earnings. meantime, retail earnings are a bit mixed. target largely fails to impress. oil now down 2% for the week >>> road map is going to begin with target's big miss, consumers buying fewer groceries and home goods shares are down sharply premarket. >>> nvidia shares are coming off a record close
david faber is on assignment all-time highs here, but futures are a bit cautious ahead of the big event tonight, and that is nvidia earnings. meantime, retail earnings are a bit mixed. target largely fails to impress. oil now down 2% for the week >>> road map is going to begin with target's big miss, consumers buying fewer groceries and home goods shares are down sharply premarket. >>> nvidia shares are coming off a record close
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May 1, 2024
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faber at post nine of the new york stock exchange futures, red fed day, and some high-profile earnings misses. skyworks, marriott, yields are lower as this treasury refunding announcement was in line our road map begins with a monster move for earnings movers pfizer, kraft, dupont. >>> plus amazon shares
faber at post nine of the new york stock exchange futures, red fed day, and some high-profile earnings misses. skyworks, marriott, yields are lower as this treasury refunding announcement was in line our road map begins with a monster move for earnings movers pfizer, kraft, dupont. >>> plus amazon shares
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May 31, 2024
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i'm carl quintanilla with jim cramer and david faber futures are steady as core pce comes in somewhat friendly, the softest annual gain in about three years. ten years, almost back to 4 1/2 as we head into a fed blackout we begin with the fed's favored inflation gauge. tech and ai also in focus,
i'm carl quintanilla with jim cramer and david faber futures are steady as core pce comes in somewhat friendly, the softest annual gain in about three years. ten years, almost back to 4 1/2 as we head into a fed blackout we begin with the fed's favored inflation gauge. tech and ai also in focus,
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May 10, 2024
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faber at post nine of the new york stock exchange. the s&p takes aim at all-time highs once again 5,254 is the record close to watch as the bulls whisper whether cpi will come in friendly next week our road map begins with the markets. dow aims for eight straight days of gains, and the s&p is at a five-week high >>> also
faber at post nine of the new york stock exchange. the s&p takes aim at all-time highs once again 5,254 is the record close to watch as the bulls whisper whether cpi will come in friendly next week our road map begins with the markets. dow aims for eight straight days of gains, and the s&p is at a five-week high >>> also
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May 2, 2024
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faber at post nine of the new york stock exchange premarket adds to weapons's post-fed rally as chair powell eases some concerns about a fed rate hike. oil still below $80 and the vix just below 15. our road map begins with the
faber at post nine of the new york stock exchange premarket adds to weapons's post-fed rally as chair powell eases some concerns about a fed rate hike. oil still below $80 and the vix just below 15. our road map begins with the
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May 17, 2024
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david faber is on assignment. bulls look to close out a solid week with futures pretty steady. s&p aims as a fourth positive week in a row. that's the longest streak since february. the road map begins with china's housing hail mary, attempting to end its property crisis. reddit shares are surgin
david faber is on assignment. bulls look to close out a solid week with futures pretty steady. s&p aims as a fourth positive week in a row. that's the longest streak since february. the road map begins with china's housing hail mary, attempting to end its property crisis. reddit shares are surgin