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Apr 19, 2024
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we have joe terranova, stephanie link, and bill baruch. we'll get to them in just a moment first, here is how your money looks, and not great not as bad as it could have been given what we saw last night the hair selling triggers on word ace rail was striking back in iran, a fairly measured response by israel, probably just to sent a message the markets have calmed down a bit, but technology is getting hit. and one of your committee, just before the show, comes up, she dps -- i just gave it away, she. i'm not good at this job abt, anything but technology all right, so we'll get to that in a moment. but related to all the geomacro stuff going on is our starting point. that is a trade alert. the aforementioned stephanie link just made a big trade in the energy patch that is the company formerly known as schlumberger, slb, sales up 13%, net income up 14%, you're buying more. >> it was a good quarter it trades off on the quarters. i don't know why all the numbers you just cited, you have earnings up 19% you have revenues up 13% adjusted ebitda
we have joe terranova, stephanie link, and bill baruch. we'll get to them in just a moment first, here is how your money looks, and not great not as bad as it could have been given what we saw last night the hair selling triggers on word ace rail was striking back in iran, a fairly measured response by israel, probably just to sent a message the markets have calmed down a bit, but technology is getting hit. and one of your committee, just before the show, comes up, she dps -- i just gave it...
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Apr 29, 2024
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joining me, joe terranova, and anastasia. joe, we are coming off the best week since november. doesn't really feel like it, though, does it? you feel like sentiment has turned once again bullish? >> i am not so sure. >> no. absolutely not i think a lot of is because of the decline we had earlier in the month, down 5% i think it was healthy i think it's all about earnings. look, so far earnings are growing at 4.7%. that's not really statistically dramatically above what the consensus was at somewhere around 3.6, 3.7. it doesn't feel that way i think this week is a big week just in terms of can amazon -- >> yep >> and i think it's really amazon, can amazon extend the momentum from last week that was delivered from alphabet and meta >> can apple stop the momentum schneid. anastasia, the fed meeting, and maybe the risk is the fed chair giving the most recent inflation reads, and that read was better than the most recent cpis, and so what do you think >> i think it will be really hard for fed chair powell to send hawkish given what he said a couple weeks ago, and the 2-year -- it ha
joining me, joe terranova, and anastasia. joe, we are coming off the best week since november. doesn't really feel like it, though, does it? you feel like sentiment has turned once again bullish? >> i am not so sure. >> no. absolutely not i think a lot of is because of the decline we had earlier in the month, down 5% i think it was healthy i think it's all about earnings. look, so far earnings are growing at 4.7%. that's not really statistically dramatically above what the consensus...
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Apr 15, 2024
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joining me for the hour, joe terranova, jenny harrington, and steve weiss. we are holding on to gains and we are positive across the board. joe, we had a turbulent week last week, and are we still vulnerable? that's the question everybody wants to know. if you look at the reasons last week, maybe pretax day selling contributing, and iran was heavy on the minds going into the weekend, so now that we are done with the weekend, are we still vulnerable as we start and what will be another busy week. >> the easy answer tat is yes, we are still vulnerable for a deeper decline because we don't know yet what the earnings are going to be for technology, and technology in particular for semiconductors and equipment and software, that's going to be the referendum for this current retreat in price if it's going to be a deeper correction or how quick we will be able to recover. on the other side, we are recovering. we are recovering the overall bullishtrend that has been in place now since the fall. i believe there's a lot of conviction behind that and a lot of tailwinds
joining me for the hour, joe terranova, jenny harrington, and steve weiss. we are holding on to gains and we are positive across the board. joe, we had a turbulent week last week, and are we still vulnerable? that's the question everybody wants to know. if you look at the reasons last week, maybe pretax day selling contributing, and iran was heavy on the minds going into the weekend, so now that we are done with the weekend, are we still vulnerable as we start and what will be another busy...
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Apr 9, 2024
04/24
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joining me for the hour josh brown, joe terranova, steph any link, brian belski and rob sechan. let's check the markets. we are lower across the board. yields are lower, too, as we have this great wait almost over. basely very cool is good. in line is good. anything other than that and all bets are off. >> i never like that. i'm going to be looking at rent equivalents to see how the figures come in. you have to ask yourself where are we on sentiment? where are we on positioning? i do believe in the last week and a half we've worked off some of the overbought conditions. i think we've added a little bit of an element of bearishness into the marketplace on the belief that maybe the federal reserve is not going to react as quickly as they can. scott, as long as nvidia and the a.i. halo continues to trade the way it has since the nvidia woodstock event, keep in mind that monday on march 25th, if we have a chart to show this, that was the high. we came in off of woodstock. we had all that great news. it's been nvidia and the entire a.i. halo from cadence design to amd to broadcom tha
joining me for the hour josh brown, joe terranova, steph any link, brian belski and rob sechan. let's check the markets. we are lower across the board. yields are lower, too, as we have this great wait almost over. basely very cool is good. in line is good. anything other than that and all bets are off. >> i never like that. i'm going to be looking at rent equivalents to see how the figures come in. you have to ask yourself where are we on sentiment? where are we on positioning? i do...
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Apr 10, 2024
04/24
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joe terranova, bryn talkington is in the house, steve weiss and jim lebenthal. let's check the markets. we're down about 500 on the dow, down across the board, as you know by now. yields are up. cpi was hotter than expected. i want to know from everybody today, bryn, what changed today for the outlook for the market, if anything? if anything. >> i think everyone expecting to come in at 0.3, and that we're just going to cruise on and this rally is going to start back up were sorely mistaken. this last mile, this proverbial last mile we're talking about, i think may be longer than a mile. you look at core, and everyone likes to take them out, core ex-shelter, core ex, ex. i think as taking today's data point coupled with a strong manufacturing data and thursday's sell-off last week it does feel like this market is tired. it's consolidating. i think that earnings will be strong, but right now, i think really positioning as an investor or a trader, you need to think through certain sectors that you may have been overweight going to the next few months. i think you'r
joe terranova, bryn talkington is in the house, steve weiss and jim lebenthal. let's check the markets. we're down about 500 on the dow, down across the board, as you know by now. yields are up. cpi was hotter than expected. i want to know from everybody today, bryn, what changed today for the outlook for the market, if anything? if anything. >> i think everyone expecting to come in at 0.3, and that we're just going to cruise on and this rally is going to start back up were sorely...
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Apr 17, 2024
04/24
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joe terranova, jason snipe, steve weiss and bryn talkington. let's check the markets. we are down across the board. there is your look at the three major averages. joe, i have the ten year at 4.60. we've been pressured by higher interest rates. we know that. we're on pace now for the third negative week in a row. what do i need to do? how do i need to adjust? i want to try to be actionable for our viewers on what the playbook looks like, if the playbook needs to change? >> first of all, you have to understand, time is the enemy, because this correction could be more prolonged than we have become accustomed to in recent years. secondarily, you need to remain patient. if you need to do something right now, you need to focus on industries that have pricing power. who has pricing power? we know semiconductors and semiconductor equipment have pricing power. nvidia is nearly 12% off of its all-time high, so i would focus on what your semiconductor exposure. i would look at software. i would look at services, insurance companies, private equities. commodities are on the retre
joe terranova, jason snipe, steve weiss and bryn talkington. let's check the markets. we are down across the board. there is your look at the three major averages. joe, i have the ten year at 4.60. we've been pressured by higher interest rates. we know that. we're on pace now for the third negative week in a row. what do i need to do? how do i need to adjust? i want to try to be actionable for our viewers on what the playbook looks like, if the playbook needs to change? >> first of all,...
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Apr 24, 2024
04/24
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joining me for the hour, bryn talkington, joe terranova, steve weiss. we take you to the markets first. check out how things are going we're giving a little bit back today across the board we are red i want to set the stage for the start of the most important earnings reports obviously mega cap tech. i don't want to go deep yet on meta i want to look overall, because expectations are high. they have to be. i want to read you where earnings expectations are for mega cap tech coming in. this is unbelievable you want to know how important these are? mag seven earnings on aggregate are expected to rise 40% in q1 revenue is expected up 13% versus 2.3% for the rest of the s&p. the rest of the s&p is expected to see a 3.1% decline in earnings >> sounds like last quarter. that's exactly what happened last quarter and let me tell you why it's so critical that these mega cap companies deliver, and this relates to the market itself on monday i said, i felt as though the market was bought bombing, and one of the reasons i felt it was bottoming, i didn't think there
joining me for the hour, bryn talkington, joe terranova, steve weiss. we take you to the markets first. check out how things are going we're giving a little bit back today across the board we are red i want to set the stage for the start of the most important earnings reports obviously mega cap tech. i don't want to go deep yet on meta i want to look overall, because expectations are high. they have to be. i want to read you where earnings expectations are for mega cap tech coming in. this is...