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Feb 26, 2024
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the ambassador tim seymour lays out his picks next. >>> plus, bitcoin's fabulous february. the crypto surging 30% so far and on pace for its best month in over a year. the stocks and proxies benefiting from that bounce when "fast money" returns. >>> this is "fast money" with melissa lee. right here on cnbc. or even tro. thankfully, the breakthrough in prevagen helps your brain and actually improves memory. the secret is an ingredient originally discovered... in jellyfish. in clinical trials, prevagen has been shown to improve memory. prevagen. at stores everywhere without a prescription. you can make money the hard way as a bullfighter or a human cannonball... or save money the easy way, with xfinity mobile. existing customers can get a free line of our most popular unlimited plan for a year! not only will you save hundreds but you'll also be joining millions who have connected to america's most reliable 5g network. sure is a lot safer than becoming a stuntman for money. get a free line of unlimited intro for a year when you buy one unlimited line. plus, get the new samsung
the ambassador tim seymour lays out his picks next. >>> plus, bitcoin's fabulous february. the crypto surging 30% so far and on pace for its best month in over a year. the stocks and proxies benefiting from that bounce when "fast money" returns. >>> this is "fast money" with melissa lee. right here on cnbc. or even tro. thankfully, the breakthrough in prevagen helps your brain and actually improves memory. the secret is an ingredient originally...
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Feb 5, 2024
02/24
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on the desk tonight -- tim seymour, dan nathan, guy adami, and kristen bitterly. >>> we start off with what seems to be unbridled euphoria in a handful of names. take a look at shares of nvidia, surging almost 5% today. the shipchipmaker is up 40%, ad half a trillion dollars in market cap in that time. meta on a hot streak. jumping almost 15% in the past five sessions, even with today's losing day. the social media giant gained nearly $200 billion in market cap just on friday after a blowout earnings report. so, what do you make of this euphoria, what seems like it, guy? >> well, it's remarkable. goldman sachs reiterated their buy in nvidia. today, it traded 1.5 times normal volume. the amd quarter last tuesday, i think it was, i didn't think it was particularly good. i thought the guidance was weak. it's right back where it was, if not higher than before. microsoft, the same thing. the money flusflows are great. i'm not necessarily a believer, but you have to wonder, at what point does something trigger this thing? the story can't last forever, and double ordering, triple ordering, ma
on the desk tonight -- tim seymour, dan nathan, guy adami, and kristen bitterly. >>> we start off with what seems to be unbridled euphoria in a handful of names. take a look at shares of nvidia, surging almost 5% today. the shipchipmaker is up 40%, ad half a trillion dollars in market cap in that time. meta on a hot streak. jumping almost 15% in the past five sessions, even with today's losing day. the social media giant gained nearly $200 billion in market cap just on friday after a...
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Feb 13, 2024
02/24
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on the desk tonight -- tim seymour, karen finerman, dan nathan, and guy adami. >>> we start off with that cpi that sparked selloff. stocks closing off their lows. the dow shedding 500 points, the biggest loss since last march. the nasdaq lost 1.8%. rate sensitive small caps getting particularly hard-hit. the russell 2,000 down nearly 4%. the biggest one-day drop since june 2022. inflation print rip ming through the treasury market. the ten-year yield crossing 4.3%. its highest level since december 1st. the two-year yield also at two-month highs. and volatility spiked sharply. the vix briefly crossing above 17 for first time since november. so, after a huge run for stocks, is this the tipping point? is this the one you've been waiting for, guy? >> well, we've seen things like this before that have not -- they've not turned into anything. however, i mean, the vix was elevated yesterday on a pretty benign day and we actually traded up to 18 today in the vix before pulling back. the rates move, to me, makes sense, though i didn't think we were going to go down to 3.80. the tlt, which mea
on the desk tonight -- tim seymour, karen finerman, dan nathan, and guy adami. >>> we start off with that cpi that sparked selloff. stocks closing off their lows. the dow shedding 500 points, the biggest loss since last march. the nasdaq lost 1.8%. rate sensitive small caps getting particularly hard-hit. the russell 2,000 down nearly 4%. the biggest one-day drop since june 2022. inflation print rip ming through the treasury market. the ten-year yield crossing 4.3%. its highest level...
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Feb 23, 2024
02/24
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on the desk, tim seymour, carter braxton worth, bono and mike khouw. first we'll start with what might be the most important stock in the market. no, it's not nvidia. sure, nvidia's had a big week. the stock touched a $2 trillion market cap level for the first time today on continued follow through from its blowout earnings the company seeing data center revenues more than quintuple in the latest quarter and gave such strong guidance that one analyst raised his target price to $1400 per share. that's 75% more up side from here but a smaller semiconductor stock might be even more consequential, at least according to one of our traders. it produces one of the world's most advanced chips and is opening the first plant in japan this weekend its products are being used in everything from autonomous driving to artificial intelligence what is it tim? why don't you tell us. >> look, nvidia's the most important company. taiwan semi, at least for the market nvidia is taiwan semi to me is one of the companies that i think many folks and the world, especially focu
on the desk, tim seymour, carter braxton worth, bono and mike khouw. first we'll start with what might be the most important stock in the market. no, it's not nvidia. sure, nvidia's had a big week. the stock touched a $2 trillion market cap level for the first time today on continued follow through from its blowout earnings the company seeing data center revenues more than quintuple in the latest quarter and gave such strong guidance that one analyst raised his target price to $1400 per share....
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Feb 8, 2024
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on the desk tonight -- tim seymour, karen finerman, dan nathan, and guy adami. >>> and we start off with the s&p hitting a major milestone right at the close. for moments, just a moment, ticking above 5,000, before ending the day just two points below. the index still finishing the day with a record close. the dow did, as well. the s&p -- nasdaq setting a fresh two-year high. the s&p strength comes on the back of rallies in the megacap names, nvidia, meta, eli lilly. so, now that we've hit this big round number, where do we go from here? >> higher, mel. no, look. congratulations, i mean, for everybody bullish on the desk, everybody but me. i took the math in college for at least a day. 5,000 divided by 250, which you are not going to get, is still a 20 multiple. rachet down earnings, which are probably closer to 225, and we're looking at a market that's trading close to 22 1/2 times, which historically is pretty expensive. you can say, you know what, it's justified, the rest of the world is slowing down, united states, you want to be there, you should pay up for the growth, you should pa
on the desk tonight -- tim seymour, karen finerman, dan nathan, and guy adami. >>> and we start off with the s&p hitting a major milestone right at the close. for moments, just a moment, ticking above 5,000, before ending the day just two points below. the index still finishing the day with a record close. the dow did, as well. the s&p -- nasdaq setting a fresh two-year high. the s&p strength comes on the back of rallies in the megacap names, nvidia, meta, eli lilly. so,...
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Feb 14, 2024
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on the desk tonight -- tim seymour, karen finerman, courtney garcia and steve grasso. we start off with a bitcoin break through. topping the 52,000 mark for the first time since december 2021. the coin has gained more than 20% just this month. and get this, bitcoin's market cap is now back above $1 trillion. that's bigger than berkshire hathaway. if it were a company, it would be the seventh-biggest in the united states. take a look at some of the proxies, coin base, microstrategy, marathon digital, all up double digits today. the moves coming as in flows into the spot bitcoin etfs pick up steam. the funds attracts 1.2 billion in investments last week. this according to fund strat, and seeing prices soar alongside it. so, can this rise continue? and what does this mean for risk appetite in the market, tim? >> there's high correlation there. and it's a little ironic, because in the last week or so, we've digested inflation data, dynamics around the fed that say the fed is higher for longer. it's a case where i think if you have less fed, this is one of the core ten inno
on the desk tonight -- tim seymour, karen finerman, courtney garcia and steve grasso. we start off with a bitcoin break through. topping the 52,000 mark for the first time since december 2021. the coin has gained more than 20% just this month. and get this, bitcoin's market cap is now back above $1 trillion. that's bigger than berkshire hathaway. if it were a company, it would be the seventh-biggest in the united states. take a look at some of the proxies, coin base, microstrategy, marathon...
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Feb 1, 2024
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seymour thing, up 28%. year over year growth, 24.5% and arpu -- it's up from 12.8. it's really good, obviously of reality labs, which everybody knew was a disaster. on a big volume day tomorrow, on a gap like this, what are people that own the stock going to do the financials might do nothing, but the other people might see it as a time to get out. >> let's ask people who own the stock. karen? >> i think i will probably -- if i own none, that's the question, would i buy some tomorrow? yes, i would have some if i own none >> i like that call. and i like to sell them farther out, because you have some opportunity. everybody believes these things go a whole lot higher. i'll say that facebook is now 20% through that september '21 high they are slightly ahead of microsoft, which has pushed fresh highs in the last run. waiting for amazon to do it, we're waiting for a couple others, and remember, we had carter on late last week, the argument is, do you follow some of these megacap tech stocks that haven't made new
seymour thing, up 28%. year over year growth, 24.5% and arpu -- it's up from 12.8. it's really good, obviously of reality labs, which everybody knew was a disaster. on a big volume day tomorrow, on a gap like this, what are people that own the stock going to do the financials might do nothing, but the other people might see it as a time to get out. >> let's ask people who own the stock. karen? >> i think i will probably -- if i own none, that's the question, would i buy some...
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Feb 27, 2024
02/24
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on the desk tonight -- tim seymour, karen finerman, dan nathan, and guy adami. we begin with this chart. it is a look at a sector that has jumped 50% since its lows last october. it's not tech, and it's not crypto. the question now is, can these gains hold? so, you ready for the big reveal? >> please, yeah. >> you are looking at the xbi. >> stop it. >> this week alone, it is up close to 9%, and all of this in an election year when conventional wisdom says all things health care should struggle. what are we looking at here? a bounce-back? a comeback, what? >> m&a activity. >> don't call it a comeback. >> don't call it a comeback. >> it's ll cool j. >> ladies love cool j. did you know that? >> i had no idea. >> he's a fan of the show, so, please call in. there's some room to the upside. i'll look at the ibb, we can look at the xbi. all of them, i think, are sort of, i don't want to say spring loaded, but i'll say that because of the m&a activity that will continue in the space. a lot of companies, the big cap pharma stocks can use their stock as currency, without
on the desk tonight -- tim seymour, karen finerman, dan nathan, and guy adami. we begin with this chart. it is a look at a sector that has jumped 50% since its lows last october. it's not tech, and it's not crypto. the question now is, can these gains hold? so, you ready for the big reveal? >> please, yeah. >> you are looking at the xbi. >> stop it. >> this week alone, it is up close to 9%, and all of this in an election year when conventional wisdom says all things...
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Feb 2, 2024
02/24
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on the desk tonight we have tim seymour, and steve grasso in the comfort of his home. >>> we start with a news alert fed governor just making some headlines at the top of this hour steve liesman joins us with what she's saying steve? >> thanks very much. fed governor michelle bowman is one of the more hawkish members of the committee, making comments saying it will eventually become appropriate to gradually lower the fed funds rate if inflation continues to decline. she says, however, they're not yet at the point to cut rates. she sees inflation declining, she's encouraged by the recent decline in inflation, but declining with the policy rate held at the current level. upside inflation risk remains. she mentioned geopolitical situation, the easing of financial conditions and continued labor market tightening, she's indeed talking about the december jobs reports and it shows strong job gains. and the recent reports, both months, she says progress has stalled on restoring balance to the jobs market. she's concerned that labor market tightness could lead to persistently higher core service
on the desk tonight we have tim seymour, and steve grasso in the comfort of his home. >>> we start with a news alert fed governor just making some headlines at the top of this hour steve liesman joins us with what she's saying steve? >> thanks very much. fed governor michelle bowman is one of the more hawkish members of the committee, making comments saying it will eventually become appropriate to gradually lower the fed funds rate if inflation continues to decline. she says,...
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Feb 6, 2024
02/24
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on the desk tonight -- tim seymour, karen finerman, dan nathan, and guy adami. we start off with two big earnings movers after the bell. shares of ford jumping after the automaker topped estimates for the first quarter. snap plunging as much as 30% after it gave weak guidance for q-1. we'll let to the numbers in a bit. we want to start off with the breaking news in the media space. espn, fox, warner brothers teaming up to launch a sports streaming platform this year. let's get to david faber with the details. >> yeah, this could be something that you can actually download as soon as the fall, that seems to be the hope of the three key partners here who will be contributing all of their sports programming to this yet to be named entity. i'm told they're going to come up with a name soon, they're going to have to come up with a price, of course. the idea here is to appeal to the every-growing number of people who no longer have a cable subscription, particularly, perhaps, young men who like sports, but don't want to pay 150 bucks amonth to have cable. and so, wher
on the desk tonight -- tim seymour, karen finerman, dan nathan, and guy adami. we start off with two big earnings movers after the bell. shares of ford jumping after the automaker topped estimates for the first quarter. snap plunging as much as 30% after it gave weak guidance for q-1. we'll let to the numbers in a bit. we want to start off with the breaking news in the media space. espn, fox, warner brothers teaming up to launch a sports streaming platform this year. let's get to david faber...
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Feb 15, 2024
02/24
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on the desk tonight -- tim seymour, chris verrone, dan nathan, and guy adami. we'll drill down on alphabet's bad day in a minute, but we begin with the rebound in banks, and the real estate sector. jpmorgan closing at an all-time high, wells fargo soaring to an all-time high. the kre up 3% today. and even new york community bank corp showing signs of life, up 6%. real estate also heating up, check out the gains in names like boston properties and alexandria. so, why this big turnaround? what has really changed for these sectors so tied to rates? i mean, nothing, as far as i know, compared to yesterday. >> no, i can't figure this out, either. a tremendous run. maybe it's a valuation thing. maybe people don't look at the risk curve in terms of technology. banks make sense here. all-clear, maybe. if you have that selloff out of the way on tuesday, here we are today. but the xlf is now within a hair of the all-time high, i think it made in jeaanuary of 2022. 41 and change. more importantly, and you mentioned the regionals, i'll say this, iwm, the russell, is right
on the desk tonight -- tim seymour, chris verrone, dan nathan, and guy adami. we'll drill down on alphabet's bad day in a minute, but we begin with the rebound in banks, and the real estate sector. jpmorgan closing at an all-time high, wells fargo soaring to an all-time high. the kre up 3% today. and even new york community bank corp showing signs of life, up 6%. real estate also heating up, check out the gains in names like boston properties and alexandria. so, why this big turnaround? what...