i'm frank holland.et's get you ready for the trading day ahead. the s&p and nasdaq coming off back-to-back winning days. the market is a bit mixed. s&p lower. the dow would open seven points higher. nasdaq is down 18 points. this action we're seeing here is after a very rare warning from the fed on the state of the stock market. comments yesterday, lisa cook offering a blunt assessment saying, quote, valuations are elevated a number of assets classes including equity and corporate debt suggesting markets re price to perfection. we want to look at the pre-market gainers on the s&p 500. a chip named micron up 5%. first energy and derna and uber with fmc rounding out the top five. nvidia shares with jensen huang speaking at ces. announcing nvidia's mini desk stop. nvidia sparking a rally. chip nation mes moving higher. similar for intel and broadcom and micron here. we will talk more about the chips and what nvidia's ceo had to say with sara kunst in a moment. the bond market is holding steady. jolts later

i'm frank holland. before we begin, a live look at los angeles where crews are making marginal inroads to containing at least five wildfires. the palisades burning 20,000 acres and destroying at least 1,000 buildings. officials say that fire is 6% contained. much more on this and the staggering cost coming up later this hour. >>> first, we turn attention to wall street and a check of the u.s. futures after the stock market was closed yesterday for the funeral of president jimmy carter. futures in the red across the board right now. s&p down .30%. nasdaq down under .50%. the major averages on pace for a losing week. nasdaq on pace for back-to-back losing weeks. we will talk about that with our guest shortly. the ten-year yield approaching 4.7%. it's at 4.6. the 30-year close to a 5% yield. its highest level since november of 2023. the jobs report today expected to be a market mover for both bonds and stocks. oil and natural gas moving higher on expectations of higher demand this winter. take a look. we a

i'm frank holland. let's start with the trading day ahead. after core cpi came in just a tick below expectations. futures in the green. the nasdaq up 80 points. we want to check the moves in the mag seven in the pre-market. take a look right now. nvidia shares up 1.5%. some of this may be after the tsmc earnings report giving a boost to the chip sector. reports of apple sales fell in china. right now, up .50%. microsoft up .50%. however, tesla and meta in the red. the group is rising 3.5% with tesla and meta outperforming. take a look at the moves right now yesterday. meta platforms up 4%. tesla up 8%. mag seven up.5%. combined, the group gained $550 billion in market cap yesterday alone. biggest one day gain for that group since november of 2022. over two years ago. we want to look at bonds. bonds are a major influence on the market. they pulled back after the inflation report. the ten and 30-year falling. the 20-year back below 5%. the benchmark at 4.66%. the 30-year declining at 4.87. 20-year, 4.9. w

i'm frank holland. let's look at futures with the first trading day of the year. the s&p post ing 20% gains for back-to-back years. the s&p coming off the first four-day slide to even their nt year since 1976. the dow looks like it could open up more than 200 points higher. the nasdaq up almost 200 points. we will do a check of s&p 500 pre-market gainers. look at the top of the list. cooper. a medical tech company up 6%. snap-on, a tool company, up about 2.5%. allegion and omnicom rounding out the list. we want to look at small caps. off to a positive start to the year despite a huge run up after election. small cap futures are up .50% right now. one area that's impacted the small cap trade and broader market is yields. ten-year starting 2025 about 60 basis points higher than it started 2024. that's despite 100 basis points of fed cuts coming in last year. the ten-year at 4.54. easing back from the level we saw in the final days of 2024. 4.54 as i mentioned. entering the new year, oil is moving higher a

i'm frank holland. let's get you ready for the trading day head. we begin with the check of futures with the s&p 500 and dow on two-day win streaks, but the nasdaq on a four-day slide. the dow looks like it would open 140 points higher. the nasdaq is the best on the percentage basis. the s&p up just about .50 now. we look at the pre-market gainers. look at what is pushing that index higher. lennar up 4%. palantir, after pressure on stock in recent days, up 3% in the pre-market. followed by ge vernova and sempra and d.r. horton. we check the bond market. that yield pressure continues to weigh on equities. the ten-year at the highest level since november of 2023. the 20-year above 5%. the benchmark at 4.77. it has risen about 20 basis points since the start of the year. we also want to look at energy. oil near a four-month high. take a look at the oil picture. wti trading below 80 bucks a barrel. you can see it has pulled back down almost 4%. a big rise here at the start of 2025. we're also seeing a bit o

i'm frank holland. happy from you.iday., we will show you what matters to wall street and your wallet. we look at the s&p and dow and nasdaq all starting low on the year. take a look at futures. a rebound in the pre-market. s&p up 16 points. the dow up over 100 points. up around .13%. nasdaq is 80 points or .50%. we look at some of the biggest gainers s s s in the pre-mark. constellation energy and astrazeneca and applied materials up. we are seeing a shift when it comes to leadership. energy, the best performer after a laggard back in 2024, i know it is not that, just a few days ago. on the other side, consumer discretionary. you see down almost 4%. energy up almost 2.5%. we also have three sectors that remain in correction territory. materials, healthcare and energy and real estate. actually four. yields held steady over recent days, but at 4.5% which is putting pressure the market. the ten-year holding steady at 4.55. pulling back in recent days, but still above 4.5%. different story with long bond. this has held steady

i'm frank holland. with me for the hour is marc short, former chief of staff to former vice president mike pence. we will talk executive orders and tariffs and trade. first, a check on u.s. stock futures on this second day of the new trump administration. the dow and s&p coming off the best week since november. futures in the green across the board. the dow up almost 200 points. one-third of a uerto rico perce. taking a look. a lot of action when it comes to the pre-market this morning as you can see. green across the board. at the top of the list an energy name, vistra. those shares up 5%. followed by intel and moderna and charles schwab. we want to see how europe is opening up on the second day of the trump administration. we are seeing mostly green. the ftse mib is down fractionally. the cac 40 is up .25%. the dax is up fractionally as well. the bond market is up at 4.5% ahead of services and manufacturing pmi. we want to look at the oil market. remember, the president speaking a lot about his energy

i'm frank holland. thank you for joining us on this day. i want to look at the live pictures right now these are some of the surreal and nightmare scenes captivating the world. this is a live shot of los angeles, california where wildfires are continuing to rage there are five fires burning and the palisades fire grown to 17,000 acres this is the most destructive fire in los angeles history. we will have a live report from the scene coming up later this hour. >>> first, a look at the stock market following the release of the latest fed minutes the futures as you can see a down notoriety now when you look at the futures s&p and dow and nasdaq down fractionally you know a fractional move to the down side. the stock market is closed for the funeral of u.s. president jimmy carter this is the rotunda where president carter well lie in state until his funeral. we will have full coverage on cnbc the stock market is closed, but the bond market is open until 2:00 p.m major u.s. equity futures will trade until 9:

i'm frank holland. we begin this hour with the check of u.s. stock futures. wall street had a strong close on friday breaking a four-day losing streak for the s&p. taking a look at futures. you see right now the s&p up 28 points. dow up 70 points higher. that is fractionally higher on the percentage basis. nasdaq, the best performer in the pre-market, it is up .75% or more than 150 points. we look at the action in the s&p 500. you see at the top of the list. moderna shares up 3.5%. followed by micron. we told you there is a chip rally under way. shares up 3%. fortinet and revvity and verisign. one major question as we look at the markets in the new year. the direction of the momentum with the s&p closing below the 50-day moving average. very close. a bit of a rally on friday. closing below the 50-day moving average over the last two months with the s&p moving side ways. another question for the market is narrow necessary. a lot of focus on a.i. as ces begins this trade. a lot of eyes on ceo jensen huang. you can see over the last month, the mag seven up 1.5%.

i'm frank holland. we begin with a look at u.s. stock futures with the markets falling after the friday's stronger than expected jobs report that led to the upside in yields. that is one that is rattling are investors. take a look. we are deep in the red across the board. s&p down almost 1%. the dow would open 160 points lower. right here, the nasdaq down more than 280 points. down just about 1.5%. right now, i want to look at the pre-market action on the nasdaq 100. take a look at those stocks moving the index lower. arm holdings down 4%. similar for alantir and micro strategy. let's look last week. it was and down week overall. the nasdaq down two weeks in a row. here is the percentage moves. the dow falling more than 1.3%. the s&p down almost 2% last week. the nasdaq down almost 2%. russell falling 3.5%. now in correction territory. this weakness on wall street contributed to the rise in the bond yields. the 20-year not showing here, crossing the 5% mark. the benchmark at 4.78. we will continue to talk about that throughout the

. >>> and good morning, thanks so much for being here with us, i'm frank holland. we begin as always with a check of u.s. stock futures after a big selloff on wall street with nasdaq falling 2%. take a look at futures. in the green across the board. all three indexes up a quarter of a percent. the dow will open up more than 100 points higher. also a look at the s & p 500 premarket gainers. you see moderna here quite a few times followed by globe life, charles river, discover financial, and tapestry. up almost 2.5%. we want to talk about treasuries, bond yields that continue to be big. indications companies are preparing for tariffs. you see the read on the benchmark, 4.67, highest point since we have seen in april. the 30 year hitting a more than one-year high, taking a look at the broader spectrum. the 30 year coming up at 4.9. hitting a one-year high as well. the two-year, hitting about 4.28 right now. at the same time, we saw a steepening of the yield curve, where guests said would be a positive sign for the market. we see it at 38 basis points. hit almost 40 ba

i'm frank holland and let's get you ready for the trading day ahead. the s&p and the dow on two day win streaks and however the nasdaq as we said on a five day slide. you can see futures are in the green across the board. the s&p up fractionally just about eight points and dow also up fractionally. about seven points. now we want to take a look at the biggest premarket gainers on the s&p 500. again up fractionally. biggest gainers expediters and logistics company up just about 4% right now followed by tyson foods up 2% and globe life inc. the finalist in the top five right here also up just about 2%. speaking of gainers, this is a story we've talked a lot about right here on "worldwide exchange." quantum stocks a massive tuesday rally. still well off the recent highs and let's take a look at the premarket action right now. quantum butting inc. up 16% and similar story for d wave. overall with the exception of it itself we're seeing their stocks moving higher in the premarket and a number of tail wind for quantum in the last 24 hours including microsoft

julie, good morning, it's frank holland. i wanted to ask you about physical ai and your work with keon and nvidia on pair housing. it seems focused on things like electronics and apparel coming in and going out. the president said he wants to focus on domestic manufacturing. if that happens can the same software handle that more complex supply chain where finished goods move from site to site and sometimes over borders? >> absolutely. one of the biggest areas that is still early, because physical ai is early, is actually the complete supply chain, both complex and more simple, and that's why, you know, my prediction of what we are going to be talking about a year from now at davos is that. that's where we are investing a lot in manufacturing, in warehousing and really taking ai to the core value chain. it's going to be really important in every country in the world. >> julie sweet, thank you. great to see you. >> great to see you. >> frank, back to you. >> our andrew ross sorkin with the accenture ceo julie sweet. >>> sticki

frank holland on csx. mike i'll go to you.rack to get that closing high on the s&p, which we just missed out on yesterday. >> yeah i mean. pretty low volume, very mixed breath. >> but just. >> enough lift internally in. >> the. >> market, especially in a handful of the. big names to get us this record. it feels. >> like the market. >> is in a relatively comfortable place given what we know, what we can absolutely actually observe in front of us. we're not pricing in speculative policy moves. i think it's basically built upon what we know and what we can plausibly expect from earnings. >> and i think. >> every day that we do get some kind of hints or pronouncements, and it's not across the board stiff tariffs, it's fine with the market. honestly i don't think we're reacting to anything else. the two year note yield took a tiny blip lower when the president said he wants rates lower at 11 a.m. eastern time this morning, but it's not as if we've really repriced everything for that purpose. so i feel like, you know, we got 57 new

frank holland, do tell. >> thank you very much for having me right now.called "you deserve to be rich." the con-founders have thousands of views on youtube and more than a million followers on social media. they're emphasizing, be as educated as you are enthusiastic. >> everybody's talking about bitcoin, that trickles down to xlm, so these waves happen based off of news cycles and what's currently making money in the economy and it's our job to kind of position the ship not just to jump on the different waves but to educate people. >> the pair say the surge and then the selloff in quantum computing stocks highlight a real shift from a hold on for dear life to a more strategic philosophy. >> we learned a valuable lesson over the past week, with the quick fall of quantum chips. but it's interesting, i think it says a lot of people are paying attention to it, the fact the quantum computing over the past six months, people are looking to find trades to get in is important, but we want to make sure that we're educated around that space before we make a decisio

cnbc's frank holland doing a great job walking us through this. frank. appreciate it.paradox enjoy it guys. thank you. i'm writing it down right now and we'll see what happens when the markets open. >> in. >> a couple of hours. >> yep. federal agencies stepped up immigration enforcement operations in cities across the country again yesterday that included dallas, denver, seattle and honolulu. in chicago, approximately ten separate teams of federal agents fanned out across the city to conduct operations there. nbc news rode along with one of the teams in chicago and was granted rare access to the ice processing facility, where detainees are being taken to be photographed, fingerprinted, and held until their deportation flights. at the same time, the number of undocumented immigrants rounded up by authorities on sunday was much higher than first reported. nbc news has learned that immigration authorities made close to 1200 arrests on sunday, up from the 956 reported by immigrations and customs enforcement on social media. and nearly half of those detained do not have cri

i'm frank holland. let's get ready for the trading day head. we look at the u.s. stock futures with the major averages trading lower. take a look. in the green across the board. the s&p up .1%. the dow up .25%. opening 90 points higher. the nasdaq is the best performer up 95 points and up almost .50%. we will look at the pre-market gainers on the s&p 500 right now. taking a look. regional bank name. regions financial up 3%. followed by west pharma and amphenol. all of them up 2% or more. thursday's move lower despite comments from christopher waller on cnbc yesterday following the cooler than expected cpi report. >> right now, i think inflation's going to continue to come in towards our target. year over year stickiness in 2024 will dissipate based on what we have seen in the last six-to-eight months and base effects coming out. i may be more optimistic of inflation coming down than the rest of my colleagues. that's what's driving my outlook for the path for policy. >> turning back to the market action yesterday. we did see a broadening. tech was the laggard. it i

from raymond james on why unitedhealth just posted what he called a winning ugly quarter, and frank holland hunt reporting in overtime. diana, obviously chasing the rate moves but talk to us about some of the moves in the real estate sector. >> real estate is having a good day. shocker, it's all about interest rates both on the commercial and residential side. first, the home builders are reacting to falling mortgage rates. the average on the 30-year fixed down 15 basis points since tuesday. lenar and dr horton both higher, and kb was off a little bit but it may be because it shot up so high earlier this week. now, to commercial and the s&p real estate sector which is the second best performer on the day. again, interest rates, the ten-year is down six basis points today to the lowest since january 6th. two of the best performing rets today are american tower corp and crown castle, each on pace for their best day since july. the stocks are rate sensitive. mike. >> yeah, diana, a great reminder that a lot of the reit etfs and indexes are cell phone towers and data centers and things like tha

i'm frank holland. hope your friday morning is getting off to a great start. let's get you ready for the day ahead. we begin with a check of u.s. stock futures after the s&p closed at its first all time high of 2025. the nasdaq and the dow just near a percent of new close to new highs. yesterday's upside moves coming after the president's comments on u.s. tax cuts and central banks at the world economic forum in davos. >> i'll demand that interest rates drop immediately. and likewise, they should be dropping all over the world. interest rates should follow us. >> and taking a look at futures this morning again after the s&p closed at a record high, we're seeing a very slight pullback in all three indices. all three down fractionally. the dow down just about 50 points right now. we want to take a look at the s&p 500 premarket laggards this morning. taking a look at some of the stocks that are moving the index just a bit lower here in the premarket. and you see here at the top list. texas instruments following their earnings. we're going to hit on that in just a

welcome back to worldwide exchange i'm frank holland. coming up this half an hour.uch more on what deep submergence means for the markets and for your money. and a critical week for the tech trade. but first, i want to kick off this half an hour with a check of us stock futures. again, with the emergence of deep sea putting pressure on us tech names, taking a look at futures. we've actually moved lower since we started the show just about a half an hour ago. the s&p down about 145 points, just over 2%. the dow looks like it would open about 430 points lower down well over 1%. nasdaq the hardest hit on a point basis and a percentage basis. you can see right here down more than 850 points, down more than 3%. right now. we want to take a look at the nasdaq 100 premarket laggards taking a look. you see constellation energy right here at the top of the list down more than 14%. the rest of the names here you see are chip names under quite a bit of pressure on this deep tech news. we see marvell technology and nvidia down double digits. broadcom broadcom down double digits

. >> futures were up during the frank holland show at 5:00. for now we are a bit below. for with the rates right where they are. now somehow, between 430 and 6:00, the rates skyrocketed. after adp, they went lower. we are going to play this game, we are worse than the analyst telling us to sell. >> what game? as to the every ticket game. >> this is a one year high. for where were we during the 1990s? for i know where interest rates were. speech actually go back to the 1980s as well? for we are old. for that is my take away. >> i remember the 1990s. we had interest rates to where we are now. we had an incredible equity market. >> i.c.u. denmark, and i raise you alaska. to you could say that 4.7 is not just a reflection of concerns of inflation, but the vigilantes can be heating up. >> he mentions denmark, we are asking whether there is an insanity premium in the bond market after the presser yesterday. >> i was going to go to navarro and say, are you guys going to slam no one orders? you want to click the jugular, that is they are ugular. >> that would be anticapitalist,

actually frank holland. gen tech. don't call them robo again. they're not. they're not robots. >> you guys want to get to walgreens quickly? >> i want to get to whatever you want to. i'm in a good mood. we're not in a recession. let's go tim wentworth. >> you look sharp today. both of you do. >> clothes make the man. >> well done. it's an honor to be with two gentlemen looking that fine. >> this suit is only one month of your rent. >>> walgreens support. is up. you don't have to go back too far. one year. that said, it looks like 1.40 to 1.80 per share is the guidance. they reiterated that. they did have same store prescription volumes. >> strong. that's what tim is saying. >> 1.5% and 8.5% on revenue in terms of prescription. u.s. retail pharmacy, obviously, better gross margins. 17% u.s. retail down year over year, but up 80 basis points quarter over quarter. you have steady operating expenses. there is hope perhaps. >> does boots want to be separate? >> you know, it has been reported on at sycamore and private equity firm passed on this. they had been try