plus, shares of cigna and humana are down our guest says is the fundamental back drop for health insurers we'll talk about what it means for health care costs and the stocks from here >>> and elon musk's million dollar giveaway, mark cuban's push for the democrats and the view from the ground in one county that could decide the election we have the stories and the potential trades to make as the final push for the white house is on. as you're looking at one under-the-radar winner if trump gets elected, up 53% tweet me if you think can you guess it let's start with today's markets and take a look at the broad landscape as we kick off what's going to be a busy week of earnings we digest higher interest rates. the dow and posch are coming off six-week win streets that's their longest stretch this year. right now the dow giving back some of that it's down almost 300 that would be its worse day in three weeks. the dow is flat and therussell small caps are dramatically underperforming, down 1.5% keep an eye on the relationship between small caps and rates the ten-year is nearly at 418. i think

cigna. >> yeah, look. cigna, among other of those hmo stocks are pretty inexpensive. less than a market multiple by a fair amount. cigna, i think, has a chance over the next few years to continue to grow its earnings at about 10% and when i combine companies with that kind of growth that have that kind of discount, they have the advantage of having less government exposed healthcare than many of the other hmo' which is is among the reasons why i think it's an interesting story. liz: bob can you hold on we've got breaking news. former president donald trump is making remarks in wisconsin. he specifically is talking about iran's missile attack on israel. let's listen in and he's also talking about the hurricane. >> the people living in western north carolina incredible patriots. they really are. i know that area well and they are still suffering immensely and we need to help them and we are going to help them as citizens in alabama, tennessee, virginia, and a couple of other places got a little hit, but in p

humana and cigna both lower. earlier, humana was higher from a report that cigna and humana were back and talks for a potential deal. this report came out late last week. this is the second time we have heard this kind of report this year, would create a very large company with more benefits spanning a greater degree of workplaces. market capitalization would be close to $125 billion. one analyst at mizuho is saying it's a matter of when, not if. right now, investors not favoring it. weakness in the airlines, broadly lower. united airlines actually higher at this point, but don't talk, american all lower. southwest, there is talk about them trying to ease tensions around elliott with a proxy fight. united up slightly. spirit airlines up about 50% on the fact that it's been able to extend some financing. one pressure on airlines today, oil is higher. typically an inverse relationship. with oriole up, that is a weight on the airlines, ex united airlines. nvidia up 2.3%. some analysts and strategists are saying what

cigna is very well run, very pro shareholder.e cigna it's two thumbs up let's go to william in virginia. william. >> caller: yes thank you, mr. cramer, for taking my call and thank you for all you do to educate us out here. i was wondering what you thought of zim, shipping stock >> yeah, a lot of people feel that it's zim's time i'm much more on the fence because historically i've lost a lot more money than i've made in the shipping stocks. so i say stay away patrick in california. patrick. >> caller: jimmy chill, what's up boo-yah. >> patrick >> caller: yes hello? >> what's going on >> caller: hey there, how are you doing? thanks for taking my call. >> i'm doing well. of course, i'm happy to take your call. what stock you got >> caller: i'm calling about broadcom, abco should i -- >> couple of bad days. the company's very -- buy! charitable trust name doing incredibly well. hey, listen, it's not an industrial those stocks got hammered. i like broadcom. let's go to dwayne in where wash washington dwayne >> caller: hello, cramer >

headed in opposite directions right now with cigna down nearly 4.5% or more.ves in the activist space as well. kenvue a top gainer on news starboard has taken a position in the consumer products maker. we will break it down in just a moment. shares up more than 6%. take a look at shares of disney, announcing james gorman will become board chair next year and it will name ceo bob iger's replacement in 2026. more on disney's succession plan ahead on the show. >> a new note out by david kostin of goldman sachs today saying the s&p will serve up 3% annual returns over the next decade. that's far short of the booming gains of 13% from the last decade. and it comes as the s&p and dow do hover near record highs coming off the longest winning streak of the year. let's talk about where this rally goes with fundstrat global adviser, and cnbc contributor tom lee who raised his target to sympathy 6 k. good to have you. i loved your note the other day looking at what s&p revenue has done in the face of declining inflation and your general point real revenue has accelerated

basically, it has a lot of everything you'd want this just that one think cigna pool has no natural, fresh water resources. and the way its economy and population are growing. total water demand could almost double by 2060, but the thing up was on it. none of what they've done is magic. that's peter. like he's an award winning what the expert he put the single pull success down to what he calls the soft pass approach to their problems. so the solid path for water is in contrast to what we have done over the last century and more, more than a century. but the hard path to build hard infrastructure to take more and more water out of nature, to ignore the consequences of our water policies for nature, to build narrow institutions and the soft path tries to turn that around and say, let's use water efficiently and carefully. let's stop wasting water. let's look at new sources of supply. to understand how single pole can pull this off, you 1st need to understand where that coming from. the single floor of what the story starts with world war 2. that's don't judge the guy for water at the

you're kind of always in cigna to start over sized run. see with on always where it's 09 in 60 minutes on d w. right, he's got any issues with a lot say what the know somebody to catch a sight is any most of journey into the legacy of an open monday. no result provoking exhibits and inspect it, displays visitors get transported into pivotal moments off my people's lives, gaining a deep understanding for this remarkable man. but 1st, we see how he makes this, and guy will kind of guy uses his colleagues to encourage tourism in glenda pace. the melting pots of flavors that kenya has to offer daily needs to phones, my sassy a hyper, real new released, who makes his mock into his break. south africa. i'm finding said dan, be, and this is every max, the.

the 77 percent on this is kind of always in cigna to start over sized run. see with as always where it's 09 in 60 minutes on d w. those didn't know understand can have a site like provide just presented. do you have any news on the instagram? follow the hello and welcome to the 77 percent. i'm able to money, and today we're at the iconic gong hughes on the outskirts of ne rubies on our special. so on the great outdoors, we'll hear what you guys like to do when you need a break. here's what we've prepared for you. my colleague, samsung takes us these teams with the full survey of gotten us we navigate to the rapids of the great.

next on dw is kind of always in cigna to start over sized run, see with always where 009. in 30 minutes, on the w. conflict. crises, every single connection mapped out shows the geophysical reality. the on the board is what makes things the way they are mapped out. navigating a changing world. now on youtube, the new parents always want to know is my baby healthy in germany, newborn tested for a number of serious diseases. now, aspects of debating whether to test for more conditions using what's called a g nomic screening. this involves sequencing the babies and todd genetic makeup for disorders. but what are the ethical issues and does it make sense? all the best and more on d w. sign show. welcome to tomorrow. today. it's an ordinary day for until.

and so you next on the, you're kind of always in cigna to start over sized run. see with like caching. and always where it's 09 the next on d, w a baby elephant isn't aggressive on the because she's quick and come and rub up against you in touch you. that's how they bought the vehicle. you're going to, that's why i love this job. nice. and because i've got used to living the living and surviving together, keith is at the rate tasty. elephant century has been rescuing little child. says she is in 45 minutes on the w. conflict crises. every single connection mapped out shows the geophysical reality. the on the board is what makes things the way they are mapped out, navigating a changing world. now on youtube, the dancing for freedom. how of valor rena campaigns against the oppression of women in a wrong person for the outdoors is the cliche true that german simply loved to be in nature come rain or shine. and in the footsteps of an empress, we built into the history of the iconic sissy and austria's capital vienna. all that and more coming up on your on x the .

a name like cigna.ce that is not exposed to medicare and medicaid and some of the elements that have been hit so hard. these are the areas where i think you can go in and find some names, especially if we have what we think is a bumpy landing. those are areas that can have system upside. charles: amgen, qualcomm, cigna. victoria, thank you very much. hope to see you soon. >> thanks, charles. chart chart so my next guest published a note yesterday titled this time is different. kali klotz, welcome back to the show. >> i'm thrilled to be here. >> i love this title, or obviously on wall street it's sort of an infamous saying, thoughts on the most dangerous phrase in investinging. but you say it's not necessarily that this time is different, but that things do change, do evolve. >> right. in finance we love taking things way to seriously, going to extremes, and there's this fear around saying this time is different. you know, when you realize the fact that the last, you know, internal recession happened in

so need to get this done, but the patty won't get in. indeed. cigna fever. yeah. certificate of also bishop mosse hired as an advisors to buy some job on this. i'll system the funds to not and he's only come 5 months. i must be ok. can know we're here now to i'm though you guys have fun prior to there are this lead us from them them with them. but some of the other thing on the self this is on the this lead crediting was it gives you a stick, a task phone. so mrs. does need, he's on best hands on is sense. and then was the quite of the phone from his perfect. that's was almost lost all in like i was on the was music as soon as senior. she's on vacation. it can be in the middle. i'm at 2 minutes. hang on to me . okay. because own home on down to christmas, i'm from the doors and canal invite to and you can so i can put this on there for you. and then for that you go send us the davos. you have, i just not have them. that's not my design previously. so is it? yeah, i'm trying to figure out what i mean here. and pantyhose getting a dispute that the need have be

can company has come or humana etna anthem blue cross blue shield, unitedhealthcare, cigna healthcare, kaiser permanente, betas call 311889. call now you watch the news lately. >> israel is under attack anti-semitism like i never thought i would see joey about samantha's point, max now he got spit on, just walking at penn. >> i mean, that's scary. what about kamala? >> because he defending the squad now trump. >> i never cared for. >> but at least he'll keep us saying, hey, i've never voted republican in my life. >> i am voting trump and mann are jcb victory fund is responsible for the content of this message selection stay with cnn with more reporters on the ground and the best political team in the business yes follow the candidates, follow the voters, follow the facts, follow cnn the elections gonna be here six days. that's it. so much focus of course, on the race for president, but there are several key congressional races to watch that could have a really big effect on the balance of power. and speaking of the powerful cnn's harry enten here with me now senior data reporter. he's

but the patty wont gets in indeed cigna fever. yeah. also bishop mosse hired as an individual by son. yeah, i'm in this office and this one is to not and he's only come 5 comprehend month unless you like. i can. now we're here now to i'm though you guys have fun prior to there are this lead us from them them with them. this seems as a other thing on the self. this is on the less this lead crediting was it gives you stick a task phone. so mission is does he need? he's on best hands on is sense and then was the closest one for me is perfect. that's was almost lost all in like i was on the was music as soon as senior. she's on vacation. it can be in the middle. i'm at 2 minutes. hang on to me. okay. because i'm home on down to christmas. i'm from the doors and canal invite to and you can so i can put this on there for you and then for the eco send us the davos. you have i just now have a basement of my design previously. so is it? yeah, i'm trying to figure out what i'm hearing pantyhose getting a dispute that the need have been to all fas

so need to get this done that the had a long gets and indeed cigna fever. yeah. also bishop mosse hired as an individual by son. yeah, i'm in this office and this one is tonight and he's on a complacent comprehend. month i must be. okay. can you hear me now that i'm though? so do you guys have fun prior to the latest on the exam with them, but some visit it on the cell. this is on the the sleep crediting was it gives you a stick, a task phone. so mission is does lead ease on best hands on is sense. and then was the close of the phone from is perfect. that's was almost lost. i was in like i was on the was music as soon as senior. she's on vacation. it can be in the middle, i'm at 2 minutes. hang on to me. okay. because i'm home on done to christmas. i'm from the doors and canal with invito and you can so i can put this on there for you and then for the eco send us the davos we have, i just now have a basement of my design previously. so is it? yeah, if you don't mind me here and pantyhose getting a dispute that a need have been to all fuss was before the end to i

really message to you shift in 15 minutes on dw, your mac is kind of always in cigna to start over sized run. see with caching and full ways where you are in 30 minutes, d, w, the, the, the, the, the is, it is someplace power and key, more people than ever on the move world wide and such are based on life. i suggested in cardboard, that's on the left side of the image and find out about bailey story info, migraines, somewhere in the desert between 2 nice the activities to have a whole list stick approach to migration policy. rooted in that respect for human rights. our investigative research shows the reality behind the use refugee the what is happening to migrate on the african culture. can you meet your docs, november 9th, the frankfurt, a hard international gateway to the best connection, south road and radio. located in the heart of europe. you are connected to the whole world experience outstanding shopping and dining offers and drawing hours services be our guest at frankfurt. airport city, managed by frank bought the the this is dw news life from the israel service is completed as

by doing the kind of always in cigna to start over sized and see with god saying always where it's 09 in 30 minutes on the w. the mirror will tell here we are happy that we are boxing. what's the story? we have a getting a visa is more difficult than finding gold hosted to use the dream force and for the future in the stories and issues that are being discussed across the country. news africa. in 90 minutes on d w. the if you come to a t knows and you just things like, oh, i'm just going to speak spanish, spanish. we're not going to win them over latino voters divided between harris and trump tower full, the fracture demographics. everybody had not gone on the corner. everybody could their support determined wednesday us selection reporter this weekend on dw manyels in june for the 77 percent to come to i don't go and 65 full was last those top 5 years, 3 reasons why 1115 we are here to help you make up your mind, we are here on please find your mind. so all of the topics i'm much up to you from trouble fixed a new culture. and then 15 minutes left side of our community life on the re

i'm gonna what do we need to direct to cigna? and today on the session of talk i go to hang out with my fellow actor and friend, justin leech. it takes a lot more than people give it credit to. yeah, i mean, so i'm going to dispute into like you guys, so you're going to assume even the, i'd like to, to do this the, and perhaps you're not even thinking about the payment or anything. it's just the pedestal, the clock for the fame, the theme. it's beautiful, but the so much behind it does a lot of work. there's a lot of pain. there's a lot of decisions to be made. but i think if you have the passion for it and you put in the work that, that helps you group, you know, as enough to let me see, it's been a really good season starting late last year. after we've done a film codes, quotes you monique, with premier data, and it's done runs across the world in over 50 international festivals, one awards. it's a slow to deal with. so i won the best of the east africa that you know, let me just look into kenya, it's above and beyond. the dis

united healthcare, cigna health care, kaiser permanente gets betas call 807311889. that's >> call now, how many subscriptions do you have? >> probably just netflix and spotify, right? >> it's saying you have 13 subscriptions, which is costing around $270 a month. what you can cancel, the ones you don't want right through the app, and it can even help you try and get a refund he has plans to punish his political enemies in a second term, but no plan to punish corporations who rip you off trump is running to get revenge for himself kamala, he's running to get results for you. >> her plans cut middle-class taxes and price gouging, protect medicare and social security, and make life more affordable. >> i will always put the middle class and working families first. >> trump fights for trump kamala fights for you. ff pac is responsible for the content of this add tired of sciatic nerve pain radiating down your leg and lower back, get relief finally, with magna life leg and back pain relief, a combination of four active ingredients. >> they get so work fast, so get living

you have cigna, the insurance giant, lower on reports it's reignited efforts to merge with humana aftertial talks of that stalled last year on the positive side kenvue, higher after activist investor starboard value built a stake in the company which was spun off from j&j we will trade it ahead in our three stock lunch. we will be back after a quick break. i promise you there's much more to come. crypto watch is sponsored by grayscale. it all started with a small business idea. it's a pillow with a speaker in it! that's right craig. pulling in the perfect team to get the job done. i'm just here for the internets. at&t, it's super-fast! you locked us out?! and when thrown a curveball... arrggghh! ahhhh! [crashing sounds] we had everything we needed. is the internet out? don't worry, we have at&t internet back-up. the next level network for small business. ♪♪ i sold a pillow! (intercom) t minus 10... (janet) so much space! that open kitchen! ♪♪ (tanya) ...definitely the one! (ethan) but how can you sell your house when we're stuck on a space station for months???!!! (brian) opendoor gives

uh, cigna investigate. and there's a division between city police on these are in the shell who would want to to moment of the x rays as much as i mentioned in the beginning, also affecting the strangers. in addition to the russian on the you know, here on easy moment saw so and that does or does a credit is also quotes remain here. many studios in the timeframe. all this, that means business is daybreak must be split. we're going to leave it there. thank you so much for speaking to us. brock shakira, shakira maritime secuity. i'm just joining us there for mike or i thank you for your time. let's take a look at some of the days i've been use now in practice, science military says at least 6 soldiers have been killed in a gun battle with on demand in the northwest. it happened in c, y. i'm in the tribal district of northwest, very stein and military says it's carrying out an operation to eliminate on groups on the area bordering afghanistan. a fire at an electric vehicle factory in vietnam has destroyed near

medicare advantage plans from humana, unitedhealthcare, anthem, blue cross, and blue shield, aetna cigna health care well care or kaiser permanente, medicare advantage plans may be available in your area that include dental vision, hearing prescription drug coverage, or an over-the-counter allowance. but you don't know unless you call call the number on your screen and give them your zip code, they can help compare medicare advantage plans available in your area and find the one that's best for you. you can find a plan with the benefits and savings we're, looking for the medicare annual enrollment period is right now. call for your free no obligation. 2025, medicare benefits checkup today, call 807481032. that's 807481032 captioning is brought to you by sokoloff law residue yom a victims call now $30 billion in trust money has been set aside. he may be entitled to a portion of that money call 1808, five-nine, 2,400. that's when 8085920400 vice president kamala harris is just hours away from one of her last opportunities to reach persuadable voters she set to deliver her closing argument

cigna looking to close the sale of the medicare advantage deal. it will remove the overlap to draw scrutiny from anti-trust regulators. having talked to people involved in the possible transaction is what would happen over a trump administration would allow something like this or a harris administration would allow something like this. i'm not sure either administration would allow. >> the business round table has a new meaning. >>> when we come back, a busy week of earnings ahead. we will look at the squawk planner ahead. "squawk box" will be right back. >>> businesses can't afford to not look at the value of the disabled human experience. when we embed philosophy into business, businesses are better for it. er drives revenue. the's a return on investment that transcends much farther than one boardroom table. >> announcer: this cnbc program is sponsored by baird. visit bairddifference.com. is it me... or is work not working? at least, not the way it could work. your people are buried in busy work. and you might be thinking... can ai make it all w

. >> we never did talk yesterday about trans ocean sea drill and couple that with cigna, humana, frontieretition. you want to lessen it. maybe they're betting on trump administration. all these i think can be blocked. trans ocean is the driller for chevron at the gulf of mexico. people love them. the spirit, i don't know. humana is interesting. >> we talked about this. how do you negotiate a price given the huge discrepancy in what humana's earnings can be in '26 with the stars. >> not ourselves. wait until you are at the level where you have to check the stars. like when we were young and you looked at your aaa rating. >> it says speed trap. >> we're getting some news. good morning. >>> good morning gentlemen. alphabet owned waymo closed a $5.6 billion round of funding to expand its services. it was over subscribed. they set out to raise 5 billion, was led by alphabet, participation from fidelity. waymo operates in san francisco, l.a., phoenix. it will expand to austin and atlanta next year through uber. this is part of alphabet's other bets category which does lose billions annually. pr

regular cigna? some of their sharmds were talking about the idea of trying to buy humana.down 56% forhu >> when you get to medicare, david, it's going to be you-oyou eye /* eye. opening for you. >> are you going with the 4-star plan? >> yeah. you go to the doctor. do you take medicare? i don't take that. medicare is like, boom, now i have the plan, boom, no plan. >> we've been talking medicare and then we've been talking cvs, their medicare unit, mispricing medicare advantage in part because you pointed out pickleball, but you have this post-covid period where elderly people didn't go to the doctor and then they did and unfortunately things were more advanced that are not good such as cancers and all sorts of things which become more important to treat. that's up a bit after a decline yesterday. a lot of people saying this potential split of the company doesn't make sense. >> look, i told you. i think they're reviewing it. >> they are. they're reviewing a lot of things. ka they made up their midnnd. >> i switched to blue cross/blue shield. >> how's it going? >> people take

that would be cvs, caremark, unitedhealth, and cigna's unch scripts. >>> futures out in the red a littleit for all three indices that we followed. joining us now, the chief investment officer of bmo family office. carol, i don't -- we have seen new highs obviously, but it seems like the pace of the advance has kind of moderated a little. in your view there's been a lot of things that the stockmarket has had to kind of come to grips with and recalibrate. and it's done it. for example, gee politics, the election, hurricane, strikes, all these things, but it's held up, which means a soft landing is intact? >> we've always been in a self-landing camp, never really bought into the fact you have to have a recession just from the sense that from a calendar standpoint that a lot of people were suggesting we had to have a recession because we hadn't had one for a while, no. the most constructive underpinning if you will for it, they do this in a wall of worry, that as opposed to when you have exuberance and everyone is over their ski landing, those create a lot of bubble warning. but where people

cigna are back at the table again. they want to try to put a merger together.n dollars worth of market cap and indeed it would let these two health insurers bulk up, fight back at the pressure on the margins. bid this morning by 4.8%. >> you've been missed, welcome back. picking up on spirit just briefly. jetblue, the deal that never was. i would love a conversation with the administration about what's happened here. we are knocking to let this deal happen and then this one happens. lisa: are you going to lose more jobs because you have a company that will not last if it continues by itself. that something people have to deal with at one point our mergers and acquisitions something that makes financial sense for companies and jobs and at what point does it become counterproductive for capital. annmarie: spirit had a lifeline they were potentially going to get the cash injection they needed in this ftc said no. it's a great question and it's something that would be fascinating. >> that stock is up in early trading. >> looking for further signs of economic streng

jim bianco in the no landing camp, normative csis says israel vows to retaliate and robert casey of cigna global advisors following last night showdown between jd vance and tim walz. we begin with the recent rally firmly on hold as the world awaits israel's next move. keeping one eye on the labor market data. jim bianco writing i've still in orlando meaning the economy is ok. -- still see a landing. i can debate whether we are seeing much cooling in the labor market. jim joins us now for more. >> thanks for having me. >> you look at what's happening with the quits rate. quits rate is down for a look at what's happening behind israel. where do you not see that as a sign of a slowdown in the market. >> if you look at the bigger picture the numbers are down from july or june but the bigger picture over the last several years these are still numbers that are very constructive for the labor market right now. if you want to expand out from good jolts report to payrolls to the household survey, those numbers look pretty good. the one number that is week has been the rising unemployment rate but

there are still a lot of bruised feelings between the two camps, the biden camp in particular for cigna that worked for for so many years pushed out of the race in essence following his disastrous debate performance in june. that cast questions about his fitness for office and whether he would be able to defeat trump. on the other hand, the harris camp feels the president in trying to hold on to the nomination has suggested that he and only he was capable of beating trump and therefore she was not able to. we do see in the polls she maintains a slight lead but it is shrinking according to some of the surveys, including the key swing states we've been watching closely. these tensions we see play out kind of indicate where we are in the race and for me recalls what we saw during the clintore campaign in 2000 hasked them president clinton to not campaign in swing states out of concern he might actually ndermine the candidate al gore. jonathan: when they talk about complaints about the schedule, reminds me of last week when he had the vice president on "the view" conducting a news conferenc