trying to get into jb hunt seeing unusual activity there. trying to buy it >> rob, last to you. >> tlt it's opposite of what everybody thinks has gotten killed by rising rate fears. we think tech support and easy fed policy will save the day for this >> thanks to everybody the exchange is now. hot prices, low inventory, higher rates the housing industry facing a lot of challenges. we'll look at hold up it might play out as we head into the spring season. social media driven traders might have a new old target. penny stocks we have the details and after monster runs in the past year, bank of america says it's time to hit the pause button on snap and pinterest. we begin with dom.

>> we'll go the exact opposite of the penny stocks. we'll go toward the biggest influences on the market now we're drifi ingdrifting up towa high green across the screen and you can see some real out performance. a 220-point gain. the orange line is the drgrowth stock and the white line is the value one. out performance but that gap is starting to close a bit with some help today. we'll see if the trend continues. if you're looking at the places most impactful, megacap technology names apple up almost 3% at this stage here

the opposite is happening with the value sectors as of late today, american airlines are reopening trade plays down 4%. marathon oil, the energy trade has been hot down 3% justice of tpmorgan chase, down. a little bit of a reversal it's not a trend yet but till today's action really tilts back more towards buying some of those beaten up tech names as of late we'll see if that trend continues. back over to you >> zoom in on the day. let's talk bigger picture. a record 56 billion dollar poured into stock funds and etfs last week according to the latest numbers from bank of america.

ra randall, do you think the stimulus checks are having a lasting market impact, perhaps, here >> you say an impact, i would not say lasting because needless to say, quite a number developments are going to be occurring that will affect investor sentiment shortly such as the rise in the ten-year yield. >> should you fade this given we know the ten-year has been having an impact on the market and maybe this stimulus impact won't last sgla >> yeah, the stimmies being handed out shouldn't be focused on in slightest.

the problems are small relative to the last 100 years. world war ii is far greater and the debt is far greater than world war ii monetization of debt is what governments always do. the yield market is completely unprepared for that. this is a total nightmare for most institutions and the only way out of this is quite a bit of fond and stock picking which the market can't do for you. >> that's hard talk more about the debt side of this and is that going to end up having an impact on the stock market as well? >> now it's the exact opposite where we have low levels of

interest rates, high levels of debt but modest changes in interest rates really matter t it's the rate of change that really matters >> given that big picture, you like all state, you like cvs, why? >> because they are basic value players and i'm not talking about just traditional valuation metrics. these are companies that are well funded internally whether or not money is easy or we're going to a credit crunch, they should be strong profitable players going forward. you can buy them at relatively low prices >> how do you protect yourself also we were talking about some of the dynamics in this market. some of them alarming.

what do you do >> the s&p five hundred looks ter terrible it's set up for stock market failure the next ten years that doesn't mean you can't make money. there's quite a bit of name, not market cap but names that are inkr incredibly atprttractively pricd lastly, look at the busmall reopening business let alone what goes on in cheap stocks investors under own this that's why it's like having a

fire hose shot into a teacup on names that are left for dead >> i love the imagery. >> to what degree is there a whole market issue then when we're talk about equities. the level of valuation that we're seeing overall if we're talking about the s&p being dangerous. is it a matter of looking outside the stock market for opportunity because the economy is going to grow faster than the market >> well, i still think you can stay within the stock market i do think you should be looking outside the u.s. to me, asian markets are going to be the region to be in when you're looking at over the next ten years. it won't be europe it won't be the u.s. i think inverstors need to expad the geography. it's been expensive. the question is when that expensive level matters. when you see higher interest rate, it begins the matter we have seen that in the high

sensitivity that the nasdaq had with changes in ten year >> let's talk warning signs quickly, if we could or opportunity signs. are there particular thing, signals you're looking for that will make you more excited or less excited about even the stocks that you think have some value here >> the stocks we have, we presented today. there's no alternative just needs to be careful most investers should have balanced portfolios. >> warning signs or opportunity

signals? >> if you look at equities that percentage of total final assets with the st. louis fed has quite a bit of data on u.s. households, we're at the all time high like we were in 1969 and 1999 we're setting up 2% returns. here is the great part you made 150% on the xle during that period. there's going be people getting wealthy in the next ten years. >> all right peter, yours, opportunities, risks, what are is signs >> people should keep their eye on the corporate credit markets to see the impact of higher interest rates and whether it spreads to the market outside of tech we have seen a rise in junk yields but the spreads have

remained very tight we have seen a rise in yields and also a little bit of widening i think industrials really need to keep an eye on that and extrapolate how equity markets will do. >> all right thank you. >> thank you now twitter and reddit traders train their attention to a new segment of the market that's not so new. penny stocks is getting some attention from the sec as usual. >> penny stocks are newest frontier in this recent trading boom these are shares of smaller companies that trade at less than five bucks and not available on the new york stock exchange or nasdaq.

it comes along side gamestop there are some common threads among the investments. first they lack the fundamentals that wall street cares about they tend to be correlated with hype on social media and a get rich quick mentality because shares of the penny stocks are thinly traded meaning they have low volume, they tend to be susceptible to bigger market moves that makes them ripe for fraud this used to be done over cold calls. twitter and reddit are being called the 21st century for some of these scams the sec is taking notice shutting down more than 20 penny stock tickers for suspicious trading in late february the agency has gone after a few individuals for pump and dump

schemes including one california trader who they say used his twitter account ocmillionaire to pump up the price of a company that hasn't done business in five years he allegedly raked in nearly a million dollars after that stock jumped 4,000 percent john, back to you. >> to what extent is this really i want to be clear when you say reddit, a lot of people think wall street bets. i'm not sure that wall street bets is part of this at all. there's lots of people hyping up ideas on social plemedia and disclaimer because they know they can get into hot water. >> there are different reddit threads. reddit is part of it there's twitter and different stock forums there entire forums completely dedicated to penny stocks. they have disclaimers saying this is an investment advice

we have seen it spilling into penny stocks bitcoin has gone to near 60,000. anything with the name block chain in it. some of the other themes like electric vehicle and clean energy o you see the hype around it it's not all entirely reddit >> it takes me back to the dot com days we'll see where it goes. buyer be ware. thank you. coming up, the word of the year so far in housing is higher higher prices, higher commodity cost, higher rates we'll look at what the head winds could mean for the spring season a new report says gaming giant epic has a new epic valuation. we'll have the details and be right back

so jeff, you need all those screens streaming over your xfinity xfi... for your meeting? uhh yes. and your lucky jersey? oh, yeah. lauren, a cooler? it's hot. it's march. and jay, what's with all your screens? just checking in with my team... of colleagues. so you're all streaming on every device in the house, what?!! that was a foul. it's march... ...and you're definitely not watching basketball. no, no. i'm definitely not watching basketball.

right... ( horn blaring ) sales of existing homes fell sharply. that is the largest annual decline ever at the same time the medium price of an existing home sold in february skyrocketed.

no surprise there to $313,000. more than 15% higher than it was last year. low supply, high demand. that's what you get. rates are rising and commodity prices are jumping for more on what it will mean for the spring housing market, i'm joined by the ceo of coldwell banker real estate. ryan, this is a seller's market for sure what's the dynamic between cities and suburbs as we see things starting to open up again? are the suburbs still hot? >> suburbs are definitely still hot. one of the differences may be that everything is hot virtually every category, price point and product type right now is extremely attractive. we have certainly far more buyers than we have sellers right now. that's part of the reason why about 20% of all homeowners today are considering selling in the next 12 months >> if you don't have to buy, why would you? if there's low inventory, prices

are high, i know interest rates are heading higher so maybe that's a reason. we could end up with a correction in this market, could we not >> it's possible the demand right now has opinion incredibly organic and sustainable. part of the reason why homeowners right now are a little more reluctant to sell is the tight inventory but more than a third of homeowners sited in coldwell banker survey say one of the reasons they are concerned about selling is covid-19 and the potential physical risks of bringing people they make sure how they can safely transact. the big drivers are the drivers that have been true for a long time with a bit of a twist up sizing nearly 40% of all sellers are up sizing. more than 30% of serllers are looking at that. considering working remotely more permanently and might be willing to sell and move to different areas.

>> it's got to be hard for first time home buyers to get in >> extremely difficult you need to come with an extremely strong offer and have a strong trusted adviser at your side to make sure you're making the strongest offer possible as you narrow down what you're looking at you need to be prepared for definitely multiple offer situations and have the strongest possible credit to step in. >> what is the impact on that credit from some of the disruptions we have seen and the work force and work history over the past year. i imagine that's complicated this, right? >> certainly complicating.

credit is still very tight we have very tight and strong underwriting standards you still need relatively high credit that's not keeping most buyers on the sidelines right now as we see far more buyers than we have sellers. >> what the impact of platforms like air bnb on this market? i imagine there are sellers, potential sellers who would have sold in the past but think let me hold onto that. let me rent it out you see cities in some areas of homeowners association taking actions to try to limit that i don't think that's what's keeping most inventory on the sidelines. i think that tight market is the biggest driver

>> to what degree, maybe this is the last one i'll have time for. to what degree is the calculus of the home buyer changing as far as where they want the buy a home some schooling has moved remote rgs hybrid we have seen people able to do things from areas where they haven't been in the past you expect a return to that tradition fal calculus. >> i think we have seen a permanent shift. i think people are seeing if they can work remotely, maybe not all of the time but part of the time that opens up their search territory that increases affordability and maybe getting closer by family or friends they wanted to live near in the past. i think that will stay with us >> all right >> thank you it will be quite a season, for sure investors the sector could

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welcome back stocks in the green with the dow coming back from 115 point loss earlier. the nasdaq seeing the biggest gains with yields retreating slightly let's check the sectors. technology, communication and services and consumer discretionary your leaders

financials and utilities the biggest laggards right now here are movers of this hour cyber security stocks participating in today's tech rally with splunk seeing the biggest gains. theater stocks volatile. amc down double digits today after gaining 25% last week. airline stocks also selling off despite the highest number of air travelers in more than a year ahead we will talk to a former pilot about what he thinks one of the biggest challenges for airlines will be going forward let's get to rahel for cnbc covid update >> new york state is lowering the age for eligibility to get the covid vaccine. every one 50 and older can get shots. germ any has extended national lockdown until april 18th. not clear whether easings will

be allowed to let families visit each other for easter. the new study shows that americans gained about a pound and a half per month after shelter in place orders went into effect last year. researchers tracked about 270 adults across the country from february until june and they found that the weight was pretty much consistent across the country and was unaffected by under lying health conditions. we now have some data to back up the whole quarantine 15. you know, more to love >> that's why i looked up the prx in the basement. goldman sach's sees a new market risk on the horizon while they are pricing in president biden's ambitious infrastructure plan, they're not paying enough attention to tax hikes. the tax hikes the president backed on the campaign trial could curve s&p 500 per share earnings by 9%

goldman also names names coming up, bank of america says put a pin in it an epic new value indication in the gaming world please take your time off. that's all ahead in rapid fire first, it's time for show and tell we show the chart. then tell the story. today's chart is canadian pac pacific. the company announcing it will buy kansas city ksouthern in a $25 billion dollar approximate here is why they went after this >> it's a perfect time for a deal like this for a deal like this of this size, its pmagnitude, stars hav to align i would suggest they have aligned. you have two railroads, two of the smallest railroads in the class one space that have enjoyed and produced an out size

performance. we led the industry the last three years. that's pretty compelling

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let's get you up on a few stories that should be on your radar. it's time for rapid fire bank of america downgrading snap and pinterest. two stay at home stocks that investors loved in reopening ae corner, boa think they could sta stagnate volatility for tech stocks are nine casey, i'm looking here over the past six months, snap is still up a little more than 125 percent. pin stres up 77. why pick on these twoif you're

going to call the end plmultiple expansion. >> i'm with you. this had me scratching my head seems like a strange time to be making this call i think both of the companies have a lot of room to run. >> i don't know if you use snap. i don't know if you use pinterest but what do you think about this call on a couple of companies that were a bit under estimated before the pandemic hit. >> i'm obsessed with pinterest and a lot adopter to pinterest i don't know i still they have a lot of room to run i think that facebook, millennials aren't on facebook

i feel like with ig now, no one is on ig anymore that's of a certain age group that i no longer belong in i think these apps still have plenty more space to grow. >> speaking of a certain age, you and me, let's, we're not on these apps our kids are closer to being on these apps than we are i do have a pinterest account but i haven't looked at it in months what's your take on what this overall environment is really kplun communicating. is there something to what ta are saying here? >> i don't -- i don't cover the names for the network. i called man who does know this space. i put that to him and i said what do you make he completely disagrees with there call on snap listen, it's becoming a must buy for advertisers. they publicly committed to 50% growth for the next three years. i asked what the big risk is and

he said a bottom up stock analyst, he's not watching interest rates, he is watching competition. tik tok, same demo growing like a weed if they decide to monotize, that's a head wind for snap >> rahel call her younger cousins an nieces. she grout there. casey, who would you call? >> i'm still using snap and pinterest. this is my life blood. i need to know hwhat's happening on these apps to do my job >> okay, so you're cool. en epic valuation for espepic games. the owner of fortnite is finalizing terms this could value epic games at about $28 billion according to sky news it's unclear whether any new major investors are part of this round. this news sparking questions if

epic plans to go public especially in the middle of this fierce fight with apple. josh, the first thing i thought of was this fight with apple and the squeeze that many thought that it would put on epic's revenues but investors not so worried about that >> that fight with apple, that could go on for years. i think what investors are looking at when they look at epic is they see the drivers the bread and butter is f fortnite that's one of the most popular titles made, full stop it's more than a game. that is now really a social network. it's place where young people they come together they virtually hang out and epic knows that interesting moves they have been making is kind of capitalizing on that.

tens of millions of people show up >> rahel, when you're in fortnite gaming with your nieces >> yes, go on. >> it is true that the economies that are rising in this new era of gaming whether it's fortnite, roblox, there's something different about what's been generated here a lot similar to what we saw from the likes of google in an era past >> i do not play fortnite but what i found is epic games owns house party which i do partake in it's not even just that demographic that plays the video games but houseparty was an app that became really popular during the pandemic. you'd have like six friend ons there video chatting and playing games. it's real source of fun and entertainment. it's not just the gaming but also some of those apps that have become popular during the pandemic >> i do know house party

i've been down with the house party. casey, when you are playing for fortnite with your nieces and cousins, no, seriously this gaming platform revolution is to interesting because not only are the individual upstarts trying to do it but the likes of ea and others are trying to go drebt and develop that kind of relationship and subscription revenue. can they all win >> they can't all win but i think more have succeeded in this space than you might have guessed. it's not just epic and fortnite that's winning here. i look at this investors that want to invest in something that looks like it would be the next facebook it might look a lot like a gaming company that will be something that the big incumbents have a lot of trouble competing with >> i wonder with so many of these companies getting platform

valuations, what happens when they don't all succeed in building platforms in it's a siphon the times time magazine auctioning off three special edition nft magazine covers on the crypto currency marketplace super rare. the auction will run until this wednesday at 8:00 p.m. eastern all three nft's inspired by the original magazine cover from 1966, "is god dead." this was time's first cover to include only text. the next year was 2017 third cover, is fiat dead. doesn't have the same ring to it, i think. >> it doesn't. you can duplicate them and copy them i ask is it that you can say that you own the original and he said it is that's the appeal and the

highest bid right now and last i checked was $35,000 for that time cover i think it's an expensive flex if you got it, flex on >> josh, people our age will think the car company. wasn't fiat dead in the '90s fiat currency. i think we will end up with the special edition physical frames like video frames where you can show the digital based nfts that you own. this sounds all airy fairy but it will come back physical >> i thought, listen, if you are sort of a well known major brand, why would you not experiment with this especially if you're an established legacy media company. you have these covers. some of them by some iconic. you think of obama's inauguration you're looking for new revenue streams. you're trying as hard as you can

to monotize some new angles. why would do you not experiment with this. you want to get a whole podcasting network up. why not play around with this. it seems like an option you want to explore >> how long you come out with an nft backed sub post? >> watching some of these brands experiment with nfts has a slight whiff of desperation. it feels like it will be a pretty quick flash in the pan when it comes to reselling digital magazine covers. buddy of mine just bought a digital frame and is now displaying above his mantle in his home an nft he bought. nft art in my friends home is already happening. >> it's the new est flex >> is it that $8,000 slice of

nft pizza. >> it's not that one you would think that people are prioritizing their well being but because of the pandemic and remote work culture, many employees are not taking sick days at all. people are choosing -- a sign of human resource management. i think this is all going to snap back in a major way before too long all of these dreams about hybrid work environment and whatnot once it's safe to come back, a lot of those old policy will too. >> you and i had a private conversation about that really early into be pandemic you pretty much said the same thing. i don't know i personally feel like we can relate to going on vacation for a week and coming back feeling so refreshed

i feel like if you have the sick day and you are sick, take them. depending on how you are feeling, it's a nice distraction to come to work so you don't have to think about what you're dealing with it depends on what sickness you're dealing with at the time. i know a god wod week away, i ce back and feel so refreshed >> it's hard to fire rapidly if you're not feeling 100%. >> it's very hard. when you work for yourself you also face the question of when you're supposed to take sick days and when you're not you're sort of a solo operation become asts a tricky opposition. americans don't like taking time away or maybe they will lose their spot at their company if they take too much time away i think this is a bad trend. when people are feeling ill, turn after their e-mail. >> hamsters don't like taking time away from the wheel >> do we totally plbeliever thi

story? you're talking to a reporter you know your boss is probably going to read it i don't take sick days is that too cynical? i'm not sure >> is it too cynical among journalists? no everybody else is thinking of course people aren't taking their sick days. i think you might be right thank you. that was rapid fire. now still ahead, airline stocks getting hit today as europe facing another wave of lockdown that's not the only problem facing airlines. more people return to airline travel a year's long pilot shortage is about to get worse those details next you can watch us live on the cn kprrks app. the exchange will be right bk. ac ♪ ♪ (upbeat music) ♪ ♪ ♪ ♪

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the tsa screened more than 1.5 million passengers on sunday most than more than a year but still short of pre-pandemic levels a new study highlights a different problem for the aviation industry, a pilot shortage there could be a shortfall of more than 30,000 commercial pilots by 2025 that's nearly 10% of the total work force joining me is one of the authors of that study. also a former commercial airline pilot. jeff, great to get your perspective here to what degree is this something that's happening because of the response to pandemic and what degree was this something that might have happened regardless >> first of all, thank you for the opportunity. it has to do largely with early

retirements. it was to exit the ranks you don't need as many pilots flying the line. one of the easiest ways to do that is through turn down. once a pilot leaves the work force and retire, he doesn't come back. he is retired. it's not like you can bring them back >> i know you said they don't come back. is it really structured in way they can't come back

>> they could come back but it's very unlikely they could come back to the carrier they left. ultd start at the bottom of the list most of those guys would likely go to other carriers, other airlines that are looking at more rapid growth in that kind of thing they could still be in the work force but our study is demonstrated that many of them once they exit the work force historically do not come back. >> there's an opportunity. >> we just talked about it's largely related to the early retirements and what we're anticipating to be rapid snap back and growth for domestic travel more folks are recovering.

if china it's back the travel will drive more departures, more aircrafts, hours flown and more pilots needed to fly them >> does that mean it's a good time to be a pilot does it mean it's a boom market for flight schools what overall does this mean for the industry >> right now, it doesn't mean it's a boon for flight schools but in year, 18 months from now, it will because in the u.s., if particular, the regional airlines that feed the major airlines will be desperately looking for pilots it's a fantastic time in flight school business and individual who is considering being a pilot is looking at a career projection that is unlike anything we have seen in decades. so many pilots will be retiring over the next five to ten years that the airlines are going to

be refilling those ranks which means pilots are going to be able to advance more quickly, fly bigger aircraft and enjoy better quality of life scheduling than any time in recent history it's a fantastic time to consider the pilot career here and in asia. >> what are the implications for the technology needs of the industry is scheduling going to get harder are they going to need better software >> so our perspective is yes there's a couple of things that are going to be at work here one is to mitigate this shortage, frankly trying to get more hours flown out of your average line pilot so that means more efficient scheduling, closer collaboration with the pilot representation, the pilot unions and that kind of thing we fully expect that to happen if the airlines continue to expand, experience the shortage, they will be focusing on -- very closely on pilot metrics, pilot

utilization and that kind of thing. >> all right, great insight. geoff murray, thank you. >> thank you very much pleasure coming up, solar stocks are shining. one firm says there's more room to run the two names to buy, next. as we head to break, it is women's history month and we're spotlighting some of our cnbc contributors here is pivotal advisor ceo tiffany mcgee with her advice for corporate america. >> my advice to corporate america is to be purposeful in creating space for women to succeed. you have to make sure your culture is inclusive this means ensuring that we are in the board room, in the c suite and at the cap table women are already working hard to succeed it's time for corporations to understand that this is a two-way street

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a quick check on the markets. the nasdaq is at session highs, up 1.75% the dow is up about 100 points the s&p holding in there quite well, up about a percent now let's talk alternative energy stocks. they may have seen a recent

pullback, but the overall outlook remains positive and the retreat might present some buying opportunities cnbc.com energy reporter pippa stevens joins me now before getting to specific names, what's the outlook here for saolar the etf had this amazing 280% run but it has pulled back >> yeah, jon, that's exactly right. 2020 was an absolute record year for the clean energy sector with some names returning more than 500% but 2021 has been a little bit of a different story so far. rising rates of course hitting growth oriented areas of the market and the clean tech energy industry is no exception these names have really fallen from their record highs. that said, the overall outlook for the industry remains a positive an industry report last week showed the u.s. solar industry

grew 43% in 2020 for a record year and they see it quadrupling by 2030. so there is a lot of bullish outlook on the horizon esg momentum behind solar, supportive government policies as well as the grid disaster we saw in texas last month all driving further adoption of solar here, jon. >> i wonder how much of the good news on solar is already priced in there's this tendency to look at the current price as a baseline but what if we're already on the 20th floor with this thing what are people saying about valuations and what they assume? >> analysts remain bullish here, especially after that recent pullback we've seen. they point to exponential growth ahead. costs are declining, adoption is growing, and they say companies involved in this area have a lot of upside away so susquehanna, for instance, said the u.s. residential solar market is hiring on all

cylinders. they numbeinitiated sunrun with positive target. they say it will continue to gain market share so a lot of upside ahead for that name they also raised its outlook on n page and solar edge. just a lot of upside ahead here. >> that does it for "the exchange." coming up on "power lunch" shares of draftkings slightly lower but climbing 53% so far this year. lley will talk to the analyst caing dkng a top pick. "power lunch" after this break and i'd like your best new smartphone deal. oh do ya? actually it's for both new and existing customers. i feel silly.

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good afternoon, everybody. for a monday afternoon, welcome to "power lunch. along with frank holland, i'm tyler mathisen tech stocks are climbing back from their recent lows but a top analyst says the correction isn't over yet he'll explain why. plus astrazeneca's vaccine data showing it is 79% effective in the u.s. as i