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Apr 19, 2024
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live from the studio b from nasdaq, tim see mother, steve grass sew, and mike khouw. we start off with the massive meltdown in nvidia, the once seemingly unstoppable semistock plunging 10% today, worst day since the start of the pandemic, crop cutting more than $200 billion from nvidia's market cap today alone, and below the $2 trillion mark for the first time since february the lestest rest of the chip stocks getting hit hard too. semi-etf 4.5%, drop, and now down 17% from the record hit just over a month ago, and every single stock in the fund is in correction territory, down 10% or more from their 52-week highs and down more than 34% intel dropping 32. nvidia now down over 20% from its march 8 9 record high. and broader tech, nasdaq down 2%, worst week since november of 2022 and here's one more staggering stat for you. >> uh-oh, uh-oh. >> since monday, the mag seven has lost nearly a trillion dollars in value let that sink in for just a moment so as you get set to enter the heart of tech earnings season next week, how nervous should investors be about these cracks
live from the studio b from nasdaq, tim see mother, steve grass sew, and mike khouw. we start off with the massive meltdown in nvidia, the once seemingly unstoppable semistock plunging 10% today, worst day since the start of the pandemic, crop cutting more than $200 billion from nvidia's market cap today alone, and below the $2 trillion mark for the first time since february the lestest rest of the chip stocks getting hit hard too. semi-etf 4.5%, drop, and now down 17% from the record hit just...
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Apr 3, 2024
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mike khouw has the action. mike?, djt is pretty remarkable, when you look at the options activity. it traded 20% above its average, already very elevated options volume. remarkable for a company that isn't really a company yet. calls outpaced puts, and oftentimes, that means there's bullish sentiment, but that isn't actually the case here, because almost all of the calls that traded, and the five most active calls were all very deeply in the money. the most active of those were the january 25 15-strike calls, very deep in the money. what is going on here? and what is actually happening is this is mostly institutional flow. this stock is very hard to borrow. so, if you want to be short this stock, it is difficult to short it. so, people are using options instead, and that's what a lot of this institutional flow is about. this is efforts to take short bets on djt going out in time. >> surprised institutions would even bother playing the options market in this name, mike. is that surprising to you at all? >> well, i mea
mike khouw has the action. mike?, djt is pretty remarkable, when you look at the options activity. it traded 20% above its average, already very elevated options volume. remarkable for a company that isn't really a company yet. calls outpaced puts, and oftentimes, that means there's bullish sentiment, but that isn't actually the case here, because almost all of the calls that traded, and the five most active calls were all very deeply in the money. the most active of those were the january 25...
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Apr 10, 2024
04/24
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mike khouw has all the action.onal bank etf, saw a big uptick in options trading. on more than three times the average daily put volume. now, the busiest contract were the 43-strike puts that expire at the end of next week. but the largest trade was actually in the june 45 puts. we saw a buyer of 10,000 buy $1.54 of those. a big bet that the weakness we saw today could continue through june, and that would represent a decline of more than 7%. >> dan, i feel like i should go to you on this, because higher rates mean potentially nor troubles for the regionals. >> i go back to 2008 and i think about bear stearns going under and all the stuff that went in and around that, early march of 2008, and a lot of folks thought that was dusted, you know, s&p rallied, we got into the summer, and there were a lot of problems. and i feel like here we are now, we're bookending this move in rates, getting back towards those levels that caused some problems. and i just wonder if there's something else lurking here. and who knows? we
mike khouw has all the action.onal bank etf, saw a big uptick in options trading. on more than three times the average daily put volume. now, the busiest contract were the 43-strike puts that expire at the end of next week. but the largest trade was actually in the june 45 puts. we saw a buyer of 10,000 buy $1.54 of those. a big bet that the weakness we saw today could continue through june, and that would represent a decline of more than 7%. >> dan, i feel like i should go to you on...
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Apr 26, 2024
04/24
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khouw, thank you. school hard work meets bold new thinking. to help you see untapped possibilities and relentlessly work with you to make them real. to start a business, you need an idea. it's a pillow with a speaker in it! that's right craig. a team that's highly competent. i'm just here for the internets. at&t it's super-fast. reliable. you locked us out?! arrggghh! ahhhh! solution-oriented. [jenna screams] and most importantly... is the internet out? don't worry, we have at&t internet back-up. the next level network. i sold a pillow! you founded your kayak company because you love the ocean- not spreadsheets. you need to hire. i need indeed. indeed you do. indeed instant match instantly delivers quality candidates matching your job description. visit indeed.com/hire >>> . >>> final trade time, julie. >> you know thinking of the gold man results i like. >> chinese internet, jd.com, making a move. >> karen >> yes, the intel makes me think not intel, dell. a lot of the same underlying things could happ
khouw, thank you. school hard work meets bold new thinking. to help you see untapped possibilities and relentlessly work with you to make them real. to start a business, you need an idea. it's a pillow with a speaker in it! that's right craig. a team that's highly competent. i'm just here for the internets. at&t it's super-fast. reliable. you locked us out?! arrggghh! ahhhh! solution-oriented. [jenna screams] and most importantly... is the internet out? don't worry, we have at&t...
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Apr 29, 2024
04/24
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mike khouw joins us now with the action what are you seeing, mike?ng about an 8% move after they report earnings by the end of the week calls significantly outpacing puts by 2 to 1 one of the larger trades we saw today waa contract that's over $2 million in premium. and what i like about this trade is that they are looking out, not just to this earnings, but the next one, giving themselves a little bit of time for this to pay off, and also defining their risk, because that, of course, is taking on the all-time highs, which we saw just recently >> got it, thank you very much, mike this is a big one. there's so many facets of this name, dan, obviously, the consumer, but people care so much about what's going on with aws. >> yeah. >> a.i what are you looking for >> there are things you can take away from microsoft. they saw reacceleration in azure, maybe that's shaking share from aws but if they are dialing up their spending as it relates to generative a.i., this is not something they're working on some of their own stuff, but they don't have what micro
mike khouw joins us now with the action what are you seeing, mike?ng about an 8% move after they report earnings by the end of the week calls significantly outpacing puts by 2 to 1 one of the larger trades we saw today waa contract that's over $2 million in premium. and what i like about this trade is that they are looking out, not just to this earnings, but the next one, giving themselves a little bit of time for this to pay off, and also defining their risk, because that, of course, is taking...
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Apr 23, 2024
04/24
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khouw is with us now with a way to play the print going into meta results hey, mike. >> hi there.he options market is implying a move of about 8% by the end of the week, after they report earnings that's actually consistent with the historical average, in fact, pretty much spot-on, as it turns out. today, we saw calls outpacing puts, pretty significantly that's actually been the trend over the course of the last 10 and 20 days, so it seems like the sentiment is actually quite bullish going into the print i think one way you could look to play this actually is by selling a put spread, so, collecting money by selling the 495 puts and then hedging that by buying the lower strike 475 puts when i was looking at that earlier today, you could collect almost $9 from that trade. that's a thrade that would have been profitable about 60% of the time the last ten years or so. >> all right, tim, what do you make of the possibility of this vote also impacting the trading of shares of meta? >> if you remember the day last week where we heard apple is running into problems in china and getting ki
khouw is with us now with a way to play the print going into meta results hey, mike. >> hi there.he options market is implying a move of about 8% by the end of the week, after they report earnings that's actually consistent with the historical average, in fact, pretty much spot-on, as it turns out. today, we saw calls outpacing puts, pretty significantly that's actually been the trend over the course of the last 10 and 20 days, so it seems like the sentiment is actually quite bullish...
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Apr 15, 2024
04/24
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there's a lot of talk about the credibility of mike khouw hen and stormy daniels. on this, if we require every witness in a criminal trial to be wonderful citizens of this country, we'll have to open up the prisons and let everybody out. i have news for folks. witnesses in criminal trials often been part of a criminal enterprise, often in seedy positions where they they were not acting as good citizens. the key is their credibility. the jury will have a chance to judge their bias, look at the corroborating evidence, and decide who is telling the truth. that's where i think michael cohen has an ace up his sleeve. hi can say i lied, but guess who i lied for? >> no matter where you come down idea logically, that is sort of a known known. lisa rubin will join us and about the one piece of evidence that started it all. started it. ? that means less stress for you. >> woman: thanks. >> tech: my pleasure. have a good one. >> woman: you too. >> tech: schedule today at safelite.com. >> singers: ♪ safelite repair, safelite replace. ♪ welcome to the wayborhood. with wayfair,
there's a lot of talk about the credibility of mike khouw hen and stormy daniels. on this, if we require every witness in a criminal trial to be wonderful citizens of this country, we'll have to open up the prisons and let everybody out. i have news for folks. witnesses in criminal trials often been part of a criminal enterprise, often in seedy positions where they they were not acting as good citizens. the key is their credibility. the jury will have a chance to judge their bias, look at the...