she has a buy rating on home depot.m looking at home depot as the biggest gain or in the dow industrials. aside from that comparable sales number fourth-quarter what are you seeing in the details of the results and the commentary supporting the stock? kate: first and foremost, same-store sales were much better than the street expected and as you pointed out, it was the first positive comparison since we have seen it since the third quarter 22. within that sales growth number, transactions and tickets are the two components of sales growth. transaction represents a growth or traffic that was a positive too since the second quarter 2021. so there was real dumb flexion we saw today that i think the market is responding to. there was a very positive commentary around re-engagement in the home-improvement space. they are starting to see mark green shoots with regards to consumer demand for home improvement. it remains an issue for a bigger home improvement like bath and kitchen renovations still requiring some kind of financ

. >> pressure from. >> the collective impact. >> of. >> inflation and other. >> factors. >> for home depotserve. >> more higher. income consumers, because. >> those. >> are also going to be those. >> who are more likely to own a home. >> so that should. >> be good. >> news for. >> for home depot. >> but the answer to the question. >> is simply. >> that there's. >> going to be. >> there has been bifurcated trends and there's going to continue to be bifurcated. >> trends depending on what happens with the various income demographics. >> michael astor, great to see you. thank you very much. thanks, frank. all right. as we head to break new this morning, wells fargo out with a report on the impact of inflation on consumers. now, according to this report, 76% of americans say they're cutting back on spending in 2025 compared to 67% at this time back in 2024. and 90% of those surveyed say they get sticker shock when they're making many common purchases. those surveys say takeout or food delivery is 74% higher than they expect to gas, more than 50% higher, and sports or concert tickets are more t

are you still at home depot? >> i am in home depot. >> okay. what do you make of mike's trade here? interesting. i mean, it seems like some interesting protection. i one thing that stood out to me though, on the walmart call, they was patios, which i was a little bit surprised. i think that probably that would be a nice little thing for home depot. i'm not that optimistic given what's happened in the home builders, but this is one i own for the long term. >> do you ever find yourself in home depot? >> yes. >> i mean, and what do you go to home depot for? i mean, it may not be a fair question here. >> yeah. no it's nothing. no, there's nothing like, embarrassing or anything. no, i don't really caulk or that sort of thing. i don't. >> know. >> it's a good point though. >> actually it is. >> they've got cleaning supplies there. >> i do like. i do like tools. i have a toolbox. >> and that's why she's a cool chick. i love. >> allen wrench set. >> yeah. >> got it. >> got a couple of those. >> they've got cleaning supplies, picture hangers. >> by the way, if you don't caulk every six month

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now, how about home depot?ompanies is the simple fact that their ceos are not statues. they don't just stand there and take a beating. they make changes. they pivot. they all approve. they all bent. and that's what happened in this quarter. when it comes to home improvement, home depot has always tried to dominate the professional market. the lowe's, which reports tomorrow they're more of a do it yourself outfit. last june, the despot paid a pretty penny for a company called srs distribution, which works with contractors to help do the big jobs on pools, roofs, landscaping. home depot has similar services but not concentrated ones, and professional contractors have a tremendous affinity for srs. when i saw the price of the tag, i paid 8.18 .25 billion. i blanched. sure, it had some heft 7 or 60 stores to be kept separate, by the way, from home depot, but it was aggressive move. i wanted them to buy back stock like they did when business fell apart during the great recession. they scooped up billions of dollars

home depot needs crossing the tape we will get you those numbers and moments. a check from market reaction home depot shares trading down three and two thirds percent. a.i. stocks ahead of nvidia's earnings out tomorrow night after the close the a.i. stocks also weaker, big tech invest in growing infrastructure but just how much. everything you need to know coming up, european markets are mixed take a look at the eurozone and the s&p 100 in london is trading higher by 27 but the cac and the dax index are negative. in asia overnight take a look at the asian embassies overnight as you will see basically down better than 1% in hong kong and japan president trump laying down the rules in chinese investments in the united states with a new america first investment policy, questions over outbound money what investor should stay away from regarding communist china, the cuts to government keep on coming to veterans affairs dismissing 1400 employees while elon musk says anyone who failed to turn in the five accomplishments will get another chance to do so at the discret

now home depot reports tomorrow morning housing turnover has been pathetic.le. appliance and tool sales have been just incredibly disappointing. but home depot the stock is down 57 points from its high set in november of last year. it's been pummeled and pummeled on each negative data point. when we see the numbers, they're likely to be below expectations because expectations as defined by the analyst community have not changed during this period. i don't know why. i have no idea why that is, because it's obvious that things have gotten worse for their clients, if only because of the weather and the lack of housing turnover. but after the stock gets clobbered tomorrow morning after, i want to go buy some more from my travel trust at that lower price. why? because i have faith that home depot will come out of this meager downturn much stronger than it came in. why? i have faith, because i remember 2007 2009, when many short sellers bet against this company during the worst housing collapse since the great depression. what happened back then? home depot gained

there's a bunch of names cyclical besides home depot. ng decor would be in that group. and then think about home furnishings. we have a bunch of home furnishing names, peaks and troughs. the idea is that demand is bottoming. earnings cycle runs. so restoration hardware is wayfair's williams-sonoma's of the world. that would be the group of stocks that would most check those boxes and most leverage to a housing recovery. >> are you seeing anything. in other areas of macro employment or spending intentions that might collide with a better demand backdrop. >> maybe just recently, a little. >> bit of wealth. >> effect sentiment? i think a little bit of uncertainty to start the beginning of the year. even home depot said it themselves. there's some aversion to these higher rates. consumers are not taking on or borrowing money to pursue discretionary projects. that's pretty much it. we're overall stable. one of the things we've been watching for three years, service is spending, taking a lion's share of an overall consumer budget. service infla

and home depot is among the top performers. with those shares trying to snap a six day losing streak after results this morning. we'll get some analysis and implications for lowe's tomorrow. plus, the house is hours away from voting on a sweeping budget resolution that includes trillions of dollars in tax cuts. we'll look at what's in the package and what markets should expect. the exchange is back after this. >> this is the exchange on cnbc. your record label is taking off. but so is your sound engineer. you need to hire. i need indeed. indeed you do. our advanced matching helps find talented candidates, so you can connect with them fast. visit indeed.com/hire it's a smart move to get a second opinion. you do it when you're looking for a contractor. you definitely do it with medical advice. so why not with your stock market investments? we can help you see opportunities you may be missing. at hennion & walsh it only takes a second to schedule your free second opinion. so what's there to lose? speak to hennion & walsh. the seco

plus, home depot breaks its comp sales losing streak. lilly gets a boost thanks to a price cut for zip code, and instacart does not deliver on earnings. how to trade that stock now i'm melissa lee, live from studio b at the nasdaq. on the desk tonight tim seymour, dan nathan, guy adami and mike co. but we start off with the wreckage of the risk on trade, the tech heavy nasdaq leading the market losses today, dropping for a fourth straight session closing at three month lows. all but one member of the mag seven was down today, the group losing a combined $300 billion in market cap during this session. and take a look at some other high tech, high fliers applovin, palantir, intel all getting their wings clipped as investors begin a mad dash into safe havens. even gold unable to escape today's carnage, the precious metal falling from all time highs as investors look for even safer places to put their cash. so does the risk off run from tech have even further to go? guy. >> first of all. >> welcome back melissa. >> great to be back. >> great

. >> about home depot shares. the company coming. >> in with. >> earnings on an adjusted basis of $3.13. that is better than had been expected. we're going to be keeping. >> an eye. >> on this. also revenue numbers coming in better than expected to $39.7 billion versus the 39.2. >> billion. >> the street had been anticipating. >> and comps. >> are also much better than had been expected. this is going to be a big story, especially after what we had heard from walmart earlier. >> on $14. >> comps. >> up 0.8% versus the down 1.5% estimate. now the comp what you're seeing right now down 3.8%. my guess would be this is because of the guidance they are giving for the full year. they are talking about total sales being up about 2.8%, comps being up 1%. diluted earnings per share or adjusted diluted earnings per share. they're now saying down about 2% from the 1524 that they reported in the full in the fiscal year 24. it takes a little bit of time to work through the numbers on this, because the. adjusted earnings per sh

michael: we are seeing that as we saw home depot upgraded last year and consumers taking more out of t think that we are anywhere near where we were in two thousand 8, 2007. we are starting to get back to the environments where they are spending on their home. as it relates to services in their homes, gdp members had it leading goods. the gap has now narrowed as opposed to where it was 1.5 years ago. we are starting to see more of that spend. home depot had its first positive comp in two plus years. jonathan: michael, a bit of tension between the results in the outlook relative to expectations with numbers better-than-expected in the outlook being a bit softer in the premarket, negative by close to 2%. updating stories this morning with your bloomberg brief, here's dani burger. dani: the u.s. and russia voted against the u.n. general assembly resolution calling out moscow's full-scale invasion of ukraine with the g7 failing to issue a joint statement marking the third year since the start of the war with sources telling us the u.s. opposed language condemning russia that echoed previo

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home depot reported earlier this morning. well if they're up 2.8%. >> yeah, this is interesting. guidance disappointed going forward. consumers are still really cautious on spending, particularly with large ticket items. think remodels of kitchens, flooring, the big ticket items. that's where consumers are still pulling back. but the ceo did come out and say they are confident in the medium to long term. even though there's pressure in the short term, the story's very much intact going forward medium and long term out. the market likes those comments. stuart: and then we have super micro. way down. 3.7%, they're down. >> this is the day we've been talking about for six is month ors seven months, eight months. this is the day we have to get by the end of the day today the annual filing that was delayed from last june when the auditor came in. remember, it was ej, they pulled out -- ey. smci got a new auditor, bdo, to come in. they said we don't see fraud despite a lot of the allegation as. in order to avoid a delisting by the

it's currently up 38 helped by home depot's rally.dia isn't the only ai name that's been under pressure. some of the energy names related to that space have also been selling us. selling off, i should say. and joining us now to discuss is mike koh. he's the chief strategist at open interest. and mike you're watching vistra. that was our mystery chart. it's up more than 180% in the past 12 months. even with this 20% drop over the past week. how do you play it? >> yeah. >> so this. >> is an interesting case as as you pointed out, you know, the ai trade, the data center trade incorporated a lot of electricity generation based on anticipated increases in power demand to service that space. you know, what we saw, of course, is that vistra, along with the rest of that trade, has sold off quite a lot in recent days. and there is another wrinkle that has been added, and that is the must offer that is going to be related to the auctions that they're going to be holding for pjm later this year. and that basically is an effort by pjm and ferc, w

and everything and home depot and everything else and — and home depot and everything else and seeingrm here daily goods go up. and the se to use ing—term here daily goods go up. and the se to use tariffs �*m here daily goods go up. and the se to use tariffs to here daily goods go up. and the se to use tariffs to try here daily goods go up. and the se to use tariffs to try to here daily goods go up. and the se to us the riffs to try to here daily goods go up. and the se to us the manufacturing here rebuild the manufacturing sector, _ rebuild the manufacturing sector, to bring back the _ lihes- sector, to bring back the lines the yes, 752—77; www— it may w states, yes, it may help here or there. _ states, yes, it may help here orthere, but states, yes, it may help here or there, but the bottom line most americans are not era, most americans are not going _ era, most americans are not going to — era, most americans are not going to be working a going to be working on a production line in the years so production line in the years - so i _ production line in the years - so i think— produc

the unemployment rate ticked lower to 4% joining our former home depot and chrysler ceo bob nardellimpaign senior economic advisor steve moore. steve the final jobs report under bidenomics, your reaction. >> it is the end of an era and as a conservative i would say it's an end of an era that is not been very good for workers. this report. there was upward revisions from the previous month, the big issue are we going to change in composition of our employment and the future we talked about this month month after month you have a problem where so much of the employment under biden was government workers cheryl what we need to see under donald trump which i think we will is more private sector those are the workers that add value to the economy. >> i think you will we talked about this on "mornings with maria" and the fact that you got the last time that we will see the government worker number, we added 32000 government jobs for the month of january. the whole story is going to change beginning with the month of february as doge gets to work. >> there's no question from my perspective

the home. >> depot instant reaction was that the stock was lower.t's the difference between what we initially saw in the home depot report yesterday and what we see with lowe's. or was it just taking time for the street to really think through what home depot was saying and maybe listen in on the conference call? >> well, that was. >> a little bit about. >> the outlook. >> for 2025. >> home depot did. >> give what looks. >> like a conservative. >> outlook on. >> the. >> call from home. >> depot yesterday. >> it was pretty clear that business is. >> going pretty well right. >> now, but they're setting. >> a low bar. >> so in a way. >> you know, lowe's doing something similar. their guidance. >> is a. little bit below the street as well. but because home depot already told us that yesterday it makes it not look as bad. so i think that's. >> a difference. they have the benefit of reporting after because they see. lowe's sees 2025 comparable store sales flat to up 1%. i think the street's expectations were that comps would be up 1.1% for the year. so ag

some data from nvidia, home depot. has it been -- it has not been a quiet start to things over the last month. yields lower for six consecutive weeks. we asked this question earlier on in the month, whether that supports cyclicals in equities or something we should be worried about, worried about the cycle. based on what the stock market is now telling us, maybe we should be worried about the economy. lisa: when you take a look at the actual data, you can see that consumer confidence has been falling. to the university of michigan sentiment survey, that's why tomorrow's sentiment data will be important to does that confirm that? on the flipside, there has been concerned that we priced in the good news, and that we are getting some of the anti-growth, sort of the bridge to growth policies coming out of the white house, without a clear sense of how long it will take for them to get through tax cuts on a progrowth policy through. jonathan: this can change, february 24, to keep us all up to speed. it's week five? the fifth

check out home depot, they reported before the bell, i guess it was a good report. there guidance was good too, they were 3%. lauren: this is surprising a lot of people. the reason the stock is up his same-store sales and last quarter came in positive and they had great commentary on the call from the ceo. you see a 3% increase in a down market and the first increase for home depot shares in seven days despite disappointing guidance for the year. the ceo says the customer is in good shape. >> our customers healthy and they are staying in their homes longer, they will take on larger remodeling project as opposed to moving. lauren: despite tariffs. moody's analytics is the top 10% are splurging making up half of all consumer spending. this analyst says the coast is not clear and is worried about rates and tariffs. >> if those tariffs are put in place, they will flow through to the consumer and broader inflation will lead the consumer. lauren: 1/3 of the appliances comes largely from canada and mexico, and 13% on and will the customer pay it. not been like that a long

how big of a deal is it for some of those other plays, like a home depot or lowe's, given the fact that the housing market right now seems to be losing at least a little bit of steam for the time being? >> yeah. >> i mean, i think it's absolutely critical, right? >> those all. >> of. >> those businesses, everyone has been holding their breath. if you read any analyst. >> note covering any of these. >> companies for all of 2024, we're just waiting for interest rates to decline. and we're all just waiting and waiting and holding our breath eventually. you know, we're not going to be feeling so great. i think the biggest concern for everyone is that affordability remains a very large problem in the in the home sector. and we just don't have a lot of visibility in terms of when interest rates are really going to soften. there's just more factors pushing them up than down. >> about a week and a half or so. >> ago, i thought that. >> home depot could. >> break out through those december i think 2021 highs, and it looked like it was poised to do it. it has not traded well ever since. should co

yeah i mean, home depot.ime for housing, but i do think that home depot has done a really good job in a challenging environment. we've had eight straight negative same store sales numbers. they've never seen that ever in the company's history. i think at least at the very least you have easy comparisons. but i think they're doing a really good job with the pro business. and that's over 50% of their revenues. so that's a good mix there. >> as opposed to. >> lowe's which actually has more do it yourself. so i think home depot should do better than lowe's. but we're all waiting for the housing environment to get better. and you need lower interest rates for that to occur. i still think, though, that housing is a great long term theme because we are 5 million homes short in this country. and the home builders, if you talk to them, they've been under producing for 15 consecutive years. so i do think that housing, when rates come down, housing will actually recover. and in the meantime you need to renovate and you

[laughter] rachel: he's still at home depot. conservative i love that. rachel: yeah.s heartening to know a this kids are figuring it out. kevin: love is in the air. speaking of fixing things, president trump taking a bit of a victory lap over at a cpac if as he, yep, promises to clean up d.c. >> the fraudsters, liars, cheaters, globalists and deep state bureaucrats are being sent packing. the way i approach work post fatherhood, has really trying to understand the generation that we're building devices for. here in the comcast family, we're building an integrated in-home wifi solution for millions of families like my own. in the average household, there are dozens of connected devices. connectivity is a big part of my boys' lives. it brings people together in meaningful ways. ♪ >> nobody's ever seen anything like this, and nobody's ever seen four weeks like we've had. especially the the first four weeks. you know, that's like if you golf when you sink that first 4-party on the first hole, it gives you -- 4-footer, it gives you confidence. you sink another one. now you

the guidance has been critical what you expect for guidance home depot in the housing companies and mortgagewhat are they going to tell us for 25. >> are basically going to tell us whether or not our economy is in good order what we should look for for the next 6 - 12 months these early numbers are forward-looking earnings short-term 6 - 12 months and basically saying we need to be more cautious and think smarter and invest smarter. in the administration the choices and the decisions are going to have an effect as well. it's going to be interesting but i'm a buyer for the long run. maria: great to see you, thank you so much. elon musk's funeral workers to e-mail the progress reports but some agencies are advising employees not to respond like the fbi for an example north carolina congressman greg murphy will become back in which billion organization doge. you're watching "mornings with maria". stay with us. ♪ ♪ it's odd how in an instant things can transform. slipping out of balance into freefall. (the stock market is now down 23%). this is happening people. where there are so few certaintie

to be flat is not a negative number it is flat and they also say that they believe there will be home depotacro economic uncertainty and they believe they will see rebuilding efforts mostly professional contractors walking into lows not necessarily do-it-yourself consumer, double beeper lows back to you. maria: a nice little rally up three and half% let's get to the hot topic of hour major victory for president trump's agenda house republicans narrowly passed a budget blueprint yesterday that addresses tax cuts, border security, cutting government spending house speaker mike johnson taking a victory lap last night. watch. >> this is the first important step in opening up the reconciliation process we have a lot of hard work ahead of us and were going to deliver the american first agenda and deliver all of it not just parts of it and this is the first step in the process. >> president trump security another foreign-policy victory as well as ukrainian has agreed to the rare-earth minerals deal sending some of the revenue to the united states and the details are unknown we have the blueprint o

and so i'm i'm okay on that, or else i wouldn't be saying home depot. look, housing the price of housing went up more than anything. i export national in last night. now that's a very big wholesaler wholesaler to amazon by the way. >> which now has more revenue than walmart. >> yes they do. and i would tell you that they see prices coming down rather dramatically for food, not for eggs. but don't you x eggs, right. i know that people say, jimmy, you can't say x eggs. that's a major part of the protein of diet. but they're they're saying inflation has pretty much run its course. this is a huge i mean you're spartannash people say what the heck is that? well, it's nash finch combined with spartan. no, it's a multi-billion dollar wholesaler. and they're saying, look, inflation it's really come down x eggs. >> let's get to doge as well. this morning. continues to make some cuts this time impacting commerce. the irs and the department of defense. jim i thought be of a note this morning was interesting. she's talking about deregulation. and her general point

we had good pro numbers from home depot, good pro numbers from lowe's. something could be on here. ot as bad as feared. these two companies are excellent. >> these two being this. >> lowe's and home. >> and. >> home depot because that was ellison's fab. >> that was my question. >> we heard from. home depot yesterday. and their numbers. >> are. >> good in this environment. now you got to look. i mean, if you looked at home depot or this i mean, look, everyone, there were a lot of short money betting against these. i think that when you have a stock that goes down like this, you should rethink. but i liked i liked them. that's dan ives. i've been doing a lot of dan ives imitations. well, i think that. never mind. >> i know. well, he's got all his little. >> i love dan ives. >> super bowl. >> of this. >> and i love that. >> and he's great. >> i you know, i post something about my daughter. he immediately retweets it within a second. >> all right. but let's get back. >> to lowe's here. all right. >> i mean you've. >> liked it. >> you've always. >> liked i've always liked ever since marv

see the outlook from home depot. we are from two's. and of america and bmo suggesting to a extent clients are just sitting back. >> remember a couple months ago we were talking about how this there be a boom in deals suddenly this m&a crashing wave and all the activity has not been there. people are saying it's because of a lack of uncertainty. a key question if this will be enough to really overwhelm the concerns about tariffs. again that push pull. how much are people using the tariff talk to justify some weakness that was creeping into the economy even before some of those discussions. jonathan: equities up by zero point 5% on the s&p 500 joining us this hour, downgrade stocks to neutral. the house paves the way for tax cuts as consumer confidence rolls over. we begin with stocks looking to snap a four-day losing streak awaiting nvidia results after the closing bell. keith lerner downgrading equities to neutral saying we've seen modest deterioration in earnings technical economic trends with equity posture and slightly higher cash.

a lot of people have been recommending lowe's along with home depot.ause this is a similar story from home depot. consumers are cautious to spend on big tick projects except -- ticket projects except that, unfortunately, lowe's does really well with all of those hurricanes, milton and helene. same-store sales were great last quarter because of the recovery effort. stuart: here's a retailer that a lot of analysts really like, tjx. they're out this morning. done well? >> yeah. so, look, forecasting slower consumer spending in the year on the top and the bottom line. but again, they had a great holiday quarter, and they're doing a buyback of 2-$2.5 billion. so again, holiday quarter was great. a little cautious on the year, but we'll have to see how it turns out. stuart: stock buyback usually works out. anheuser-busch, up nearly 8%. >> better sales even though there's lower volume. so revenue was up 3.4%, but volume, so the actual amount of goods that they are selling, were down 2%. but the ceo came out on the call and said, honestly, this was all just ch

look whose here, former home depot ceo and chair bob nardelli. bob your reaction to all government complaints about doge. don't you see that elon musk is basically saying to the government? you've got to behave like government private sector workers do. isn't this what the private sector, they have to do the same things that musk is demanding? >> you're exactly correct. i couldn't be happier. 53 years in business, to have a ceo as president of this country and doing what they are doing, getting rid of waste. it's not uncommon, elizabeth. i've run into this where i follow a ceo that has left behind, it's like a dead fish in a refrigerator unplugged. it's a budget you can't live with, and unfortunately, you have to be the heavy going into it to try to get things back under control, and that's what this president is doing with elon musk. he's driving the waste, the inefficiencies, the lack of productivity. i don't know why people are complaining. i mean, i have my people report sales daily. we have a weekly flash report. we've got kpi's for everybod

we heard from home depot this morning, reporting a double beat but people are worried about the guidanceame store sales were only up 1.3%. the company forecasting annual sales will be below expectations. they're talking about a slowdown in spending on big ticket projects from a weaker housing market. i threw in there worries over tariffs, i'm not sure if that's behind it. let me say that the move in the stock is way off of the lows of the morning so we've actually seen some interest in it since this news first hit the tape. lowe's and tjx reporting tomorrow. the big story of the week will likely be nvidia, coming out after the bell tomorrow night. i want to get your preview on nvidia, mark, because this is a stock that you've owned, that we've talked about, the mag seven narrow rally in 2024. but expanding just recently once again. by the way, warner brothers discovery is out on thursday. >> so what i'll say about nvidia, it's obviously the a-1 leader as it relates to a.i. i mean, it is the biggest fish out there. you have to have some exposure to it. but you have to have a game plan. i

. >> i was in atlanta today at the home depot and we have a great partnership with home depot in atlanta and the dc area you can go to home depot stores and buy them too. >> good evening to your guests. i would like to ask if he could say if president kennedy's rocking chairs in the white house and if not if there's a replica that has been made. thanks very much. >> there are several replicas of that. the original is at the kennedy library in boston, the families that move into the white house will often bring personal furniture and take that with them when they leave, i'm not aware of a community that ways in the white house collection, there's a kennedy rocker that is in the collection of the waldorf-astoria in new york, temporarily on loan to the historical society while that hotel is under renovation. i believe the original is at the library in boston and these presidential libraries, these wonderful outposts of presidential education across the country. >> from over the first time you went to the white house? >> i do. above my desk in my office is a grainy black and white photograph

ancient traditions pass down through generations may offer a valuable solution. lease with new home depot rooms, though. okay, it'll show to him that he found his era exclusive persistence and ingenuity of helping the country to overcome a major challenge of its time. africa's new directions that goes of water on al jazeera, the 6 palestinian children die from the cold weather in gaza, while israel continues to book mobile homes and contents, entering the stream. the low on the bulk of business, i'll just say we're life and also coming to serve you as president repeat says cool for unit team is a national dialogue conference to trump. the countries physical future wraps up. it's a mascot democrat.

the ancient traditions pass down through generations may offer a valuable solution list with new home depot rooms though. okay, it will show to him that he found his era exclusive persistence and ingenuity of helping the country to overcome a major challenge of its time. africa's new directions that goes of water on al jazeera at the head is back with too exciting, new shows. drawing me mad, be hosted with a live audience here with conway home in london. i'll challenge from an kenyan politician kimani issue with one of his government's violence cracked down on protest as and its failure to address rampant corruption. los palmas 211. can president run out of it from a single, about a full out from the civil war and the bombing at the head coming soon from houses, the connecting community? what would you like to see happen for a new syria to emerge? there's no way we could live in a country again, where does appear that as for this basement is part of our presence, opening up the conversations representation methods we haven't had the best representation of african. so for us, it's about solv

you can do the multi list, hulu, or home depot rooms though. okay. well, have to have that he has the kind of digging in as much as its gonna disconnect and uh, just the most i do have a great question. yeah. do you think you had a bad might is on the yellow her you're pushing the the latest news. the recommendations made by ab 0 need is one now has to be implemented. the that takes along with the concept in eastern biase, will drag on with detailed coverage. there's a sense of urgency in us. a realization of the customer can no longer rely on the united states rate security from the house of the story. many german industries are struggling to remain competitive with millions of people unemployed and millions more worrying about the futures. as cost of oh, celebrates the 25th anniversary of nato's intervention that ended the fighting between the serbian and cause of albany and forces. we were meant to be completely ethnically, cleanse people in power examines the posts for landscape and present the challenges for the regions youngest country. this is

ancient traditions pass down through generations, may offer a valuable solution. lease with new home depot rooms though. okay. it'll show to him that he found his era exclusive persistence and ingenuity of helping the country to overcome a major challenge of its time. africa's new directions that goes of water on al jazeera, praise has cracked towns in full disappearances and corruption with possibly the most special about the cost of living. unfortunately, the lights have to be lost, but those bumps up here, the weight control lives has to be lost. the lives would take. right? people were shot in the head, maybe has and goes head to head with canyon politician kimani as to why kenyans are furious. you know this, i have never had performed anything without nothing for the party. there was about $7000000.00 pet to head on alex's era. the challenge is here. the hopes dashed for palestinian the family easy as ralph aspirants the release of $620.00. tell us to be in prison is until the next release of the remaining captives and calls that is guarantees. the coping this is i'll just say a real

meanwhile, investors are waiting for key earnings reports from home depot, lowe's and nvidia due out, getting breakfast at america's diner soon will cost you a little bit more. denny's now the latest restaurant chain to pass on the impact of that nationwide egg shortage to your bill. denny says it's temporarily adding surcharges to meals that contain, of course, eggs. the egg fee will be added at 1500 locations, although denny's didn't specify which restaurants will be impacted, saying each market will be responsible for deciding the price. this all comes as egg prices continue to reach new records across the us. usda data shows a dozen eggs now cost more than $7 on average. waffle house decided to add a 50 cent egg surcharge earlier this month. the music world, mourning the loss of a legend, will look black is best known for her smash hit killing me softly with his song. it won the grammy in 1974 for record of the year, and it became popular again in 1990 when the fugees rerecorded it. another chart topper, the first time ever i saw your face, it won record of the year in 1973, maki

we also hear from lowe's, which is. >> always in a horse race with home. >> depot, but. has been a standout performer. for years. the stock never soars. >> it just quietly goes higher. i love. >> that at the close we get. >> some fireworks. >> there's salesforce. oh boy. >> which is thought to be doing very well, but don't tell that to the shareholders, who have been shellacked in a battle wave of selling. this is a richly valued momentum stock, although a stock, by the way, like servicenow. >> is much more expensive. then there's. snowflake the rent, the cloud play. >> that's become. >> far more than that, really. it's a real advisor to those who want to learn more about. >> how to. use artificial intelligence in the business. >> and then there's the most important company report this week, if not this year. okay, nvidia, we have many reports offering forecasts. >> of. >> how the $3. >> trillion. ai and accelerated. >> computing company might be doing. they all came out today. >> they were all positive. >> all i can tell you is that we had a huge sell. >> off in the. >>

as far as home depot and lowe's and the home sector, that is different.his week and those kinds of sectors are more interrelated. we have interest rate issue which is impeding the home sector right now. not that interest rates are at record highs. they are higher than they have been in a long time. as far as consumers have seen interest rates like in the 1990's, we still have good levels. until consumers get more accustomed and are prepared for the fact that it is a new normal , i think we will see softness in the home sector. that is different than what we are seeing with mass goods that get purchased at walmart. annmarie: when it comes to tariffs every day there seems to be a new item. last night it was lumber added onto donald trump's list of what he might want to go after. at what point will we see walmart and other retailers start to incorporate what tariffs could mean when they give out guidance? sucharita: we already see companies like amazon had a highly ranked risk factor at there is ec filings walmart is in a watch and see mode because it is dif

do you need to go to home depot for a metric ton of lumber and tiles and paint, and maybe some power tools to get the job done? the ford fiesta is probably too small, and there's no way you're going to be able to take a 747 to a packed home depot, but a pickup truck, maybe a ford lightning, maybe that can do it. now, this may sound simple, even downright obvious, but it's the same way with stocks. when you're saving for retirement, you want low risk holdings that will give you a slow and steady return. for those of you who don't have time to research individual stocks, you really can't go wrong with a basic, low cost s&p 500 index fund to that mimics the performance of the broader market. look, i recommended index funds endlessly and i'll keep doing it because they are phenomenal at their best. they help democratize the incredible engine of wealth creation that is the us stock market. america remains a growth country that's very business friendly compared to the rest of the developed world. and when you buy an s&p 500 index fund, you're basically betting on the long term performance

retail trade, it's rift, and what it could mean for earnings from major retailers like walmart and home depot. and then later, tim cook teasing apple's next big thing. we have a very busy hour still we have a very busy hour still ahead on worldwide exchange. gold bond believes touch says everything. it says... i got you. and i'm never letting go. ever. gold bond. get in touch with irresistibly touchable skin. >> yes. >> i'm legally blind. >> and yes. >> i'm responsible for the user interface. data visualization. if i can see it and understand. >> it quickly. >> anyone can. making complex. >> things clear. >> that's how i help people thrive. thrive. >> people ♪ empower ♪ so handsome. oh, i can't buy this. woah, woah. your empower investment account has grown. you earned it, so... (♪♪) get good at money. so you can be a little bad. empower. in retirement. >> jim cramer is the benefit you get that you can't get anywhere else. it's a great value. >> jim cramer gives you much. more than. >> you would ever. >> get from any advisor. >> he teaches how to invest versus just what trades to make. return

but those stocks are very highly correlated with home depot and lowe's.make me concerned. but longer term i do like the stock. and i think that, you know, you may not want to chase it on this bounce, but it's okay to buy over time. >> yeah. and imagine if the ten year fell another point or so. maybe they're sort of looking for that as well. matt, thanks so much today. appreciate it. >> thanks, kelly. >> matt maley with miller tabak. and be sure to listen and follow power lunch on any podcast platform that you use. never miss a show. never miss a three stock lunch and we'll be right back after. >> welcome to. >> reinvented with accenture. >> today i'm here with margarita della valle, ceo of vodafone. you were employee 25 in vodafone italy. today you're the ceo of vodafone. what is your strategy and vision for the future? >> we are changing our culture to really focus on our customers. we need to acknowledge. that change is. >> hard. >> but if people understand. >> it's. >> for the right reason, then. >> you get. >> the power of the organization with you. >

customers for sia include walmart, starbucks, home depot and honeywell. joining us in a cnbc exclusive to discuss this quarter and the outlook for ltl trucking is fritz holsgrove, ceo and president of sia. fritz, good to see you. good morning. good morning, fritz. thanks for having me. it's always good to see you, fritz. got to start off with this question. tariffs. how does it potentially impact your business. you don't have a lot of exposure to cross-border shipments and things like that. but does it change your planning. does it change just your outlook for the year? not really. >> i mean, essentially. >> the way we think about. >> the tariffs, it's. >> really about what it's going to. >> do to potentially do to the broader economy. i mean, i think on the one hand, you could make the argument that, you know, we're going to see more domestic manufacturing or nearshoring reshoring, however you want to describe that. and that's probably good in total for the ltl business over time. and if it's good for ltl, it's really good for sia. i think that if we con

this we found at home depot. this is from lg. it's beeping at me.ound $800. this is a great buy from lg, top of the line. definitely check out home depot. >> lara: i saw you. >> lori: please, this is from love sac, baby. how comfortable is that? >> lara: it's fantastic. it really forms around you. >> lori: it does. this is 30% off the entire site. this is great for apartment living or if you have a smaller space. i love them for like a basement, movie night is great. they make couch, sectionals. >> lara: yeah. they have that whole thing where you can create your own. >> lori: exactly. let me help you up from there because it is a process. >> lara: very comfy. >> lori: those are the big ticket items. if you're looking for something -- cashmere, baby. this is from land's end. they have 40% off the entire site. this is great for one stop shopping. men, women, children. they have home, towel, bedding. everything you could imagine from land's end. really quality items. these start around $30. then go up from there. the other thing i want to say, if you'r

high as 50 percent on the face, but it is an opposite pump show deal valencia on the pressure at home depot, young pumpkin concerns, sliding about his legitimacy, erotic teammate. so to months that 3 days, europe, and the us from nato straining to read the room, which is the now peace. know who is the old to of the day? you know, totally betrayed cuz people sending his soil, sending his soul. but there is still so many questions over some of the, the following a print of this deal. and whether it is really the boons that washington is selling it as brussels has denied, seeking a deal of its own with key of saying that is not trying to compete with the united states on this matter. however, your commission spokes, bus and claim the ukraine's minerals could be vital for european supply chains. as with o d u critical raw materials partnerships that we have, this corporation is not only about securing supply chains for you, but also about fostering local value creation and capacity building in partner countries, ensuring mutual benefits, colombia, as president also chimed in about key decision

the ancient traditions pass down through generations, may offer a valuable solution list with new home depot rooms, though. okay, it'll show to him that he found his era exclusive persistence and ingenuity of helping the country to overcome a major challenge of its time. africa's new directions that goes of water on al jazeera, a weekly look at the world's top of business stories. how do you see them the relationship with china developing over the course of the trumpet participation from global markets and economies? the big question hit is, begins still a safe haven currency to understand how it affects day nights. 33000. it was still on stripe, put it face a credit rating, downgrade as a result, counting the cost on down to 0. the injustice from me. k is the driving force of why i do this to show people what it's like to live in some of the most dangerous parts of the world to live in places where injustice is something you read in. the news is something that happens to every single day. everyone, hey, is watching the news on the mobile phones. unlike your eyes, they don't watching full th

why do you like home improvement stocks like home depot? you like it? >> reporter: lowes has 5% of a pro-business, higher price, higher margin. as they move their sales into that they get more profit margin and keep buying back stock, new-home sales number we got earlier this morning is not such a big deal, they sell to a lot. stuart: lowes is your pick? >> for a few years. it underperformed but is doing an absolute basis. stuart: we are watching you on barron's roundtable at 7:30 eastern on fox business. ashley is looking at the movers. how about concert people, live nation. what is up there? ashley: they are up and that is despite fourth quarter sales up 1.5%. they are expecting better demand thanks to a boost in concert at bigger venues so it starts moving higher. celsius holdings, the energy drink people, stocks surging after posting a record revenue in 2024, also agreed to acquire alani nutrition, stock up 25% and finally coin base, the crypto exchange, the sec has agreed to drop a lawsuit accusing them of running an illegal exchange. that agreement