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Jul 9, 2024
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grasso, what do you make of this call?e seventh price target raised in the month of july, and we're at july 9th. the average price target is below where it's trading, which means there's going to be more price target heights probably in short order. i got long with my second tranche with a long handle on it. i could probably own more if i wanted to, but i'm going to buy on strength. i think they still own, as we know, 80%, 85% of the iowa mar-- ai market. every sector is going to benefit from it. they're still the leader. i think it goes much high sneer they already raised their guidance for guidance revenue two. they say they're going to make a lot of revenue from blackwell this year. >> second half. >> so the bar keeps going higher and higher. how do you like the setup going into this earnings report? >> it's hard to say. it's delightful, right? it's -- although, if you -- that $200 billion number, if that is correct, then the setup is fine. you know, i don't know exactly how it got there -- how it will get there, but i
grasso, what do you make of this call?e seventh price target raised in the month of july, and we're at july 9th. the average price target is below where it's trading, which means there's going to be more price target heights probably in short order. i got long with my second tranche with a long handle on it. i could probably own more if i wanted to, but i'm going to buy on strength. i think they still own, as we know, 80%, 85% of the iowa mar-- ai market. every sector is going to benefit from...
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Jul 11, 2024
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i think today might have been a catalyst. >> steve grasso?est roc deal makes them one of the largest paper and packaging company. different symbol, sw, same great potential. >> dan nathan? >> yeah, pfizer. if this thing gets any traction in the glp-1s, it looks like it's ready to party. tim's pfizer. >> guy? >> be sure to catch cnbc's melissa lee tomorrow, 6:00 to 9:00 a.m. on "squawk box." you are killing it this week. you know what else is killing it this week? check out letter m, sister. >> all right, thank you for watching "fast." see you on "squawk." "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 a special shortened edition of "mad money." welcome to cramerica. other people want to make friends. i'm just trying to make you a little money. my job is not just to educate but to teach. call me at 1-800-743-cnbc. of course tweet me
i think today might have been a catalyst. >> steve grasso?est roc deal makes them one of the largest paper and packaging company. different symbol, sw, same great potential. >> dan nathan? >> yeah, pfizer. if this thing gets any traction in the glp-1s, it looks like it's ready to party. tim's pfizer. >> guy? >> be sure to catch cnbc's melissa lee tomorrow, 6:00 to 9:00 a.m. on "squawk box." you are killing it this week. you know what else is killing it...
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Jul 18, 2024
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i'm melissa lee, coming to you live from studio b at the nasdaq on the desk tonight -- steve grasso,rtney garcia, dan nathan and julie biel. >>> we start with netflix. shares briefly turning positive in the last few minutes. the company saying it added 8 million subscribers in the latest quarter, and that is ad tier memberships rose 24% from a year ago the conference call starting 15 minutes ago. julia boorstin has been listening in julia? >> melissa, netflix shares did drop lower on lower than expected third quarter revenue guidance, despite the fact that the company is starting the third quarter with far more subscribers than expected. we have seen shares make up some of those losses. now down just fractionally this after the company reported a big subscriber beat. 8 million subscriber additions versus the 4.8 million estimated, and after a number of quarters of subscriber beats netflix warning that its third quarter paid net edition will be lower than the year ago quarter additions, which was nearly 9 million, and that was the first full quarter where the company saw the impact on
i'm melissa lee, coming to you live from studio b at the nasdaq on the desk tonight -- steve grasso,rtney garcia, dan nathan and julie biel. >>> we start with netflix. shares briefly turning positive in the last few minutes. the company saying it added 8 million subscribers in the latest quarter, and that is ad tier memberships rose 24% from a year ago the conference call starting 15 minutes ago. julia boorstin has been listening in julia? >> melissa, netflix shares did drop...
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Jul 31, 2024
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on the desk tonight -- steve grasso, karen finermand m, but keeping hopes alive for a cut in september inflation continues to cool. we'll get more on that shortly. but first, meta earnings. the stock is up 4.5% after reporting a beat on the top and the bottom line. the call just getting under way at the top of the hour. julia boorstin has all the numbers. julia? >> that's right, melissa. meta giving third quarter revenue guidance in a range ahead of the analyst consensus. the company also narrowing its all-important capex guidance, bringing up the lower end of its capex range to between $37 and $40 billion. that's up from the prior $35 billion that the company gave last quarter. so, in the earnings release, the company reiterating its commitment to investing in a.i., saying, quote, while we continue to refine our plans for next year, we currently expect significant capital expenditures growth in 2025. as we invest to support our artificial intelligence research and product development efforts. now, the daily active people on meta's family of apps increased 7% year over year to 3.27 bil
on the desk tonight -- steve grasso, karen finermand m, but keeping hopes alive for a cut in september inflation continues to cool. we'll get more on that shortly. but first, meta earnings. the stock is up 4.5% after reporting a beat on the top and the bottom line. the call just getting under way at the top of the hour. julia boorstin has all the numbers. julia? >> that's right, melissa. meta giving third quarter revenue guidance in a range ahead of the analyst consensus. the company also...
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Jul 16, 2024
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on the desk tonight, steve grasso, karen finerman, guy adami, and katie stockton. guys, what a day to fill in. >> yeah, and carl. >> hall of famer. he's in the hall of fame. like in golf, you can make the hall of fame while you're still playing. that's carl. >> let's begin with the dow today, surging to that fresh record high. industrials far outpacing the major averages, up 742 points. biggest gain since november '22. s&p notches a record close. nasdaq with a small gain. but beating all of those, small caps, russell 2,000, 3.5%, highest level since january '22. over the last week, it's outrun the s&p by ten points. and then check out the sectors. industrials up 2.5. materials, discretionary closely behind. micron, crowdstrike, nvidia, along the laggards, each down about 2%. as for market broadening, check out the equal weight s&p. it does continue its outperformance, up almost 5% in a week. is today's action confirmation of a shift in the market narrative, guy? >> it's clearly a shift. and again, great to have you. i'll say this, if you had told me that nvidia wou
on the desk tonight, steve grasso, karen finerman, guy adami, and katie stockton. guys, what a day to fill in. >> yeah, and carl. >> hall of famer. he's in the hall of fame. like in golf, you can make the hall of fame while you're still playing. that's carl. >> let's begin with the dow today, surging to that fresh record high. industrials far outpacing the major averages, up 742 points. biggest gain since november '22. s&p notches a record close. nasdaq with a small gain....
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Jul 25, 2024
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grasso, you're in sort of the competitors also, still? >> i've been in and out of the some of the competitors. i'm not in it now. if you look back on the chart on lilly and novo going back to a handful of days ago, july 16th and 17th is when roesh came out with their early stage as well, and we've talked about that on the show. that's where the both stocks, lilly and novo started to fall off a cliff. what's amazing to me is that if they are trading like tech stocks, you don't really see nvidia or you didn't see nvidia fall off a cliff with very small competitors. so the trade i would look at is the xpi, the small cap bio tech because if a lot of these names are potentially takeouts, that's where you want to be. >> coming up, ford having its worst day since 2008 after reporting a mixed bag of earnings last night. it's not the only automaker struggling, what we've learned about what has got these names hitting the brakes. steve eisman, one of the traders who spotted the 2008 financial crisis before it happened will join us with his take on
grasso, you're in sort of the competitors also, still? >> i've been in and out of the some of the competitors. i'm not in it now. if you look back on the chart on lilly and novo going back to a handful of days ago, july 16th and 17th is when roesh came out with their early stage as well, and we've talked about that on the show. that's where the both stocks, lilly and novo started to fall off a cliff. what's amazing to me is that if they are trading like tech stocks, you don't really see...
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Jul 24, 2024
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on the desk tonight -- steve grasso, karen finerman, guy adami, and tim seymour. >>> the nasdaq now more than 7% off of its all-time high, hit just last week. the s&p 500 snapping a streak of 356 sessions without a loss of more than 2%. and the dow falling 504 points. the pull-back comes as the first two mag seven earnings reports of the season failed to impress investors. tesla shedding 12% today, its worst day since 2020. it's now erased all gapes since that better than expected delivery report at the start of the month. alphabet tumbling 5% after its report. the pain felt throughout the megacap tech space. the mag seven losing $760 billion in market cap during this session. that is almost as big as an entire eli lilly. so, is this just the start of the great rotation out of big tech? how much more pain still could come, guy? >> i mean -- 356, 2% move? see, i thought that would happen 256 days ago, but we're finally -- so, but here we are. okay. >> only off by one. >> a little bit. it's all good. so, you look at a couple things. we traded down today, we held -- we closed right at the 5
on the desk tonight -- steve grasso, karen finerman, guy adami, and tim seymour. >>> the nasdaq now more than 7% off of its all-time high, hit just last week. the s&p 500 snapping a streak of 356 sessions without a loss of more than 2%. and the dow falling 504 points. the pull-back comes as the first two mag seven earnings reports of the season failed to impress investors. tesla shedding 12% today, its worst day since 2020. it's now erased all gapes since that better than expected...
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Jul 25, 2024
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the bodies of another 5 captives from grasso 3 were soldiers, one was a civilian, and the 5th was a security guard is really military. so as they had previously been confirmed, that they were killed during almost that october attacks on southern israel and their bodies taken to a guy. so it's estimated 112 of the 251 captives remain in gossip and u. s. presidential barnett said to hold a meeting with israel's prime minister in the next few hours in washington dc, and it comes after thousands of protesters gathered on capitol hill to denounce benjamin netanyahu. his visit, as he gave an address to congress on wednesday. all right, so i'd like to welcome our dog waxman. he is a professor of israel studies and political science at the university of california, los angeles, and he joins us now from london. a very good day, sir. welcome. give us a sense of the is rarely perspective, you know, as the prime minister gets ready to meet with the president. bind in the oval office and with families of chapters still held in gaza. how are people looking at this and what i think the 1st place many is ri
the bodies of another 5 captives from grasso 3 were soldiers, one was a civilian, and the 5th was a security guard is really military. so as they had previously been confirmed, that they were killed during almost that october attacks on southern israel and their bodies taken to a guy. so it's estimated 112 of the 251 captives remain in gossip and u. s. presidential barnett said to hold a meeting with israel's prime minister in the next few hours in washington dc, and it comes after thousands of...