>> well, i'm going to give that to karen finerman, the dry powder queen. >> karen o. don't know what to make. >> of that. you know, i always long. so i always want to be invested. and it's really hard. >> to. >> time the market. i never try to do. >> it because i know. >> i'll never get it right. but one thing i do really believe in is dollar cost averaging. you can just slowly deploy it. you don't need to make a decision, an emotional decision every week or month. however you choose to do it, you just deploy it over that amount of time. ultimately, that works out. >> tim. >> now let's hear from the great state of michigan. love, michigan, right? i mean, right, give a round of applause for michigan. by the way, sleeper this year, the detroit tigers in the world series. what's your question? >> hey, guy, i have a stock i'm very in love with. i play it for the dividend. it pays a 8.33% dividend. and i reinvest the money i get from the dividend over and over again. compounding of what's your take on stock called are aries capital. >> you might as well ask me what the win

melissa lee coming to you live from studio b at the nasdaq on the desk tonight steve grasso, karen finerman, carter worth and guy adami. we start off with the great rate rise yields on ten year treasuries spiking back. >> above the. >> 4.6% mark, seeing their biggest basis point jump in nearly two months. the move coming after a hotter than. >> expected cpi. >> print for january. consumer prices rising more than expected 3% from a year ago. excluding food and energy prices rose 3.3%. that news slashed hopes for a fed move any time soon. markets now pricing in the. >> central bank. >> will cut rates just one time. this year. stocks initially sank on the report. >> major indices. >> all down over 1% at the lows, but ended the day well off the worst levels. the nasdaq even managed to eke out a small gain, so markets come to terms with the prospect that rates will be higher for longer, that maybe inflation could be stickier for longer. >> guy. >> today. yes, absolutely. i'm surprised. again, if you had told me what would have. >> happened. >> i mean s&p is down 100 handles. >> easy given. >> th

tonight coming to you live from studio b at the nasdaq here on the desk tonight, karen finerman. dan nathan, guy adami and steve grasso. we're going to start with what one of our traders says is the most important, the most important earnings report of the season, even more important than invidia next week. there you go. i know. hold me back here, guys. walmart reporting before the bell tomorrow. the stock is already up more than 15% this year, hitting a record high just last week. gains driven by an unlikely group. households earning more than $100,000 a year made up 75% of walmart's market share gains in the third quarter. the company pushed higher margin items like chanel and louis vuitton handbags of other things. not something you compute with walmart, but that's a big reason why walmart's e-commerce business grew by 22% year over year in the last report. online sales now up double digits for ten quarters in a row. but investors are still worried about sustained growth as tariffs and inflation worries start to mount. dan, i will look to you. you were pointing out the importa

on the desk tonight karen finerman dan. nathan guy. >> and julie beil. we start off with the very latest headlines from the trade war. canadian prime minister justin trudeau tweeting. that there will be a 30 day. >> pause on u.s. tariffs. >> as canada says it will spend more. on its border and add more personnel. >> this is just. >> the latest twist. >> in a day of. reversals that dow. >> round tripped briefly. >> into positive territory. after president. >> trump agreed to pause 25%. tariffs on mexico for at least 30 days. >> the pauses. >> could be for a first. steps toward avoiding. what the wall. >> street journal is dubbing. >> the dumbest trade war in history. even as tariffs look. like they will remain in place for china. our megan costello joins us now. >> with more on where we go from here. what a day. >> megan. >> what a day. melissa. that's absolutely right. at least two legs of this trade war are now on pause for at least a month. a message coming in from president trump just seconds ago on truth social, confirming that news that he has reach

tim seymour, karen finerman, dan nathan and savita subramanian. >> head of. >> us equities and. >> quantitative strategies at. >> bank of america securities. >> welcome, savita. >> we start off with alphabet's slide. >> on its q4 results. >> the tech. >> giant losing nearly $200 billion in market. cap after a miss on cloud revenue. the company also announcing $75 billion in capex this year. the call kicking off in just the last hour. cnbc's deirdre bosa has been listening in. she's got the latest. debo. >> hey, melissa. i'm listening in. and the cfo, not ashton kazee, is speaking right now. we're getting to the juicy part. so i'll check back in with you. but the big picture here is that shares are down more than 7%. she just called out for an exchange rate impact that will affect q1 revenue. so that may be why you're seeing them slide even lower. she's going to call it a few more things, which i'll bring you. but it's really the cloud miss that investors have been focusing on. that comes about a week after microsoft's cloud miss, suggesting perhaps that investors are going to have to wait longe

. >> that was metropolitan capitals karen finerman on fast money last night laying out the big breakdown and the banks yesterday, new worries around the economy and a lack of deregulation, giving investors just a moment of pause. welcome back to worldwide exchange i'm frank collin. coming up this half an hour chris mcgrath is going to lay out why he says the pendulum is truly shifting for the financial sector. and freedom capital's jay woods on the stock that he says is his top pick in that space. but first we begin with the markets. the major indices lower. yesterday the dow the nasdaq on pace for a losing week. the s&p just just fractionally higher. just a scooch higher. take a look right now with futures you can see they are in the green across the board. the dow looks like it would open up about 45 points higher. the s&p up fractionally higher. the nasdaq up just about 35 points as well. we want to take a look at the nasdaq 100 pre-market gainers right now. taking a look. mercado libre right here at the top of the list. we were talking about this stock earlier. this is an earnings mo

on the desk tonight tim seymour, karen finerman, courtney garcia and steve grasso. welcome to you all. a lot to you. welcome to you. thank you. yes i appreciate you. >> it's great to. >> have you. you got me. you showed me. do you have. >> do you have a fast money nickname. >> yet, mike? i mean, have you been given you won? >> sounds like tim has. >> thought about one for you. >> you got 58 minutes and 40s to come up with. remember? >> remember jamaal. >> wilkes on the los angeles lakers? what was his nickname? >> well, he's keith silk. >> okay. >> silk. >> silky smooth. >> mike santoli. >> i'll try to live up to it. thanks, guys. hey. market's rebounding late in the day to close near their highs of the session. but it was still a rough month for equity markets. we're going to get more on that in just a minute. but we start with more on the fiery oval office argument between president trump, vice president j.d. vance and ukrainian president volodymyr zelensky, which ultimately led to the cancellation of their press conference this afternoon. eamon javers is at the w

tim seymour, karen finerman, dan nathan and guy adami. we start off with the very latest on the. president's tariff. >> tit for tat. >> markets seem to breathe. >> a sigh of relief after trump signed a memorandum laying out his plan to impose. >> reciprocal tariffs on. >> other countries. >> but stopped short of actually. >> implementing any. the s&p closing within a whisker of a record. the nasdaq jumping. >> a percent and. >> a half. and the yield on the ten year treasuries dropping ten basis points. >> for more. >> on what we heard out of the white house today, we are joined now by eamon javers. eamon. >> hey there melissa. >> we'll take a live look. we've got tape feeding in right now of president trump and narendra modi, the prime minister of india. they are meeting at the white house today. just a few moments ago, they sat side by side in the oval office. took a few questions from the pool. we'll update you if there's any news coming out from that. they are expected to have a press conference here in just a short time. but earlier today, i was in the oval office as the pres

tim seymour, karen finerman, dan nathan and guy adami. good to see you. i have not been here in. >> can we clap? let's clap. >> so this is the first time since that. >> new show. >> by the. >> way, can we start by saying the. >> show. >> with you. and kelly. >> is fantastic? >> it's one of the top 12 or 13 shows on the network. >> without question. >> you complement each. >> other extraordinarily well and i'm happy for both. >> of you. >> i don't know where this is going. he's so nice. what? a handsome guy. adami. thank you. all right. >> let's kick. >> let's around. >> he's always. >> like the live shows. already sold out. let's kick it all off with your money today. and let's be honest, it wasn't a great one. walmart posted its worst day in more than a year. we're going to dig in more on walmart in just a second because up first tonight a big bank breakdown. financials. the worst performing of the sector today. goldman sachs morgan stanley jp morgan citigroup all down. in fact goldman sachs guy your old company single handedly cutting 180 points off the

karen finerman. courtney garcia and steve grasso. but we're going to start with a sea of red on wall street. the market selloff intensifying throughout the session as weak data on consumer sentiment and a huge drop in unitedhealth weighed on the markets. the dow plummeting nearly 750 points, seeing its worst day since december. unh responsible for 30% of that loss. we'll have more on that in just a few, but take a look at some of the other big losers today. discretionary stocks the biggest sector laggard led lower by casinos, cruises, cruise lines and more. industrials also taking it on the chin with ge nova, old dominion and united seeing outsized drops. and take a look at meta. a week ago it was riding a historic 20 day win streak. we were talking about it here a lot. and now it's down four days in a row and taking the rest of the mag seven down with it. all this action coming ahead of nvidia's fourth quarter results on wednesday. the last of the mega-cap names to report. that stock now just barely positive on the year. shares stil

on the desk tonight tim seymour, karen finerman, dan nathan and guy adami. we start off with two dow components today, signaling they might be hitting the ceiling on prices they can charge consumers. mcdonald's seeing its worst u.s. sales decline since the pandemic, saying in its earnings release it's seeing a drop in the average check size. and the wall street journal reporting that a disney world vacation is out of reach for many american families. u.s. theme park operating income dropped 5% in the latest quarter, with attendance dropping 2% as high prices for hotels, foods and fast passes push consumers away. so it appears consumers are now uttering the famous line from popeye, i can't believe i'm going to say this. that's all i can stand and i can't stand no more. >> you don't have to. >> if that is the case, what does this mean for margins and stock prices? in a world where companies cannot pass inflation along to their customers? guy. >> i can't. >> believe you didn't you didn't have. >> to. >> do that. >> and then. >> you could have come back with i.

on the desk tonight we have tim seymour, karen finerman, guy adami and our guest trader tonight, joe moglia, former chairman and ceo of td ameritrade. what a day. well we start with the momentum being sucked out of some of the hottest parts of the markets of late. the nasdaq going negative for the year as mita's historic 20 day win streak turns into five straight days of losses, its longest losing run since august. palantir, walmart and robinhood all slamming the brakes over the last week as well. three stocks at or close to records before seemingly running into a brick wall. even alibaba dropping 10% today despite morgan stanley upgrading the chinese tech giant. it was up over 15% last week and trading at more than three year highs. meanwhile, defensive sectors, consumer staples, utilities and energy really begun to outperform. among the best groups so far this month. so how do you make sense of this loss of momentum tim. not a lot of huge news flow to really turn the tide, but we just continued what we saw on friday. sentiment changing is a bull rally over. >> i agree. >> i kind of