we show you how to follow the cnbc investing club all the time.sential one when some company shows you who they are, believe them the first time. or to put it as bluntly as possible. when a ceo tells you that business is bad, take the word for it. don't try to make excuses for them. just get the heck out. sell, sell, sell. at least until the smoke clears and you get a better assessment of the damage. let me read you the rest of that maya angelou quote, because there's another valuable insight in here for investors, she continues, people know themselves much better than you do. that's why it's important to stop expecting them to be something other than who they are. end quote. the same thing holds true in the corporate world. a company's executives are almost always going to know their business better than you will, unless they're being ridiculously negligent. that's why it's so important to listen to what these ceos and cfos have to say, whether on the quarterly conference call or when they come visiting on our show, or even someone else's show. h

as we're always teaching you in the cnbc investing club. sn't mean that you should play the rotation game and only own the group that's in style. not at all. remember the need for diversification. another important piece of investing vocabulary, which simply means making sure you don't have all your eggs in one basket. one sector basket. to me, you're diversified when no more than 20% of your portfolio is in any single sector. that way you won't get annihilated. if, for example, a sector rotation takes down your cyclical stocks because you have some secular growth names that are holding up much better, or even making you money at the same time. all tech very bad because tech trades together. bottom line don't be afraid of rotations and corrections. don't be intimidated by people who use the words. and remember, even though it's hard to quantify, execution is a crucial factor when it comes to picking stocks. you want companies with proven, seasoned management teams that are less likely to drop the ball. stick with cramer. >> coming up jeff ma

plus join the cnbc investing club and stick with cramer around the clock. >> this is my. legacy. >> we love teaching club members how to manage their own portfolios. we teach you the right way to develop your own investment strategy. >> i think it's very important to teach your kids. about financial awareness. >> and. >> investing in the market is a wonderful place. >> to start. >> i've learned to save my money and act decisions through my portfolio. and save for retirement. >> we teach club members how to invest the right. >> way. >> way. >> get invested, join the club after last month's massive solar flare added a 25th hour to the day, businesses are wondering "what should we do with it?" i'm thinking company wide power nap. [ employees snoring ] anything can change the world of work. from hr to payroll, adp designs for the next anything. your shipping manager left to "find themself." leaving you lost. you need to hire. i need indeed. indeed you do. sponsored jobs on indeed are two and a half times faster to first hire. visit indeed.com/hire free hydration. >> scientific

intense level at the cnbc investing. >> club that. >> i want you to join. >> tonight, i want to introduce you to the. concept that is so. >> important and it's called suitability. basically, what stocks fit you? >> what investments. >> are right for you? not for this week, not for this month, but. >> for your age. >> for your temperament. i first heard of. >> the concept. >> of suitability when. >> i was in training. >> at goldman sachs for the group. >> that. helped small institutions and. >> individuals, now called private wealth management. i've been buying individual stocks for myself and others. >> for. >> a half. >> decade. >> before i got to goldman. >> in 1983 as a summer intern. >> at the time, i was watching. financial news network between classes at harvard law school. that was the predecessor to cnbc. whenever i could, i'd run over to the harvard business school library, where they had all these old research reports from long gone firms like based shearson lehman about stocks. >> totally on a catch. >> as catch can basis. those of you who grew up with. >> the. >> internet have

plus join the cnbc investing club and stick with cramer around the clock. >> cnbc live ambitiously. >> get invested. join the club. >> the cnbc investing club. is for everybody. >> i joined to achieve. financial freedom 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 on investment for. the club pays for itself. >> join the club. new members save with a special offer for a limited time at cnbc.com. join jim. terms and restrictions apply. >> most power players on wall street rated nvidia a strong buy today. yet why, then, are so many legendary investors quietly ignoring that advice and instead selling the stock? hand over fist, every billionaire on your screen has recently sold nvidia. some have offloaded millions of shares. and mark my words, this is bigger than nvidia. hedge funds are quietly selling all of their tech stocks at the fastest rate we've seen since

teaching you how to do this is one of the reasons i actually put so much time and created the cnbc investing'm always thrilled when i see members of the younger demographic who are taking an active hand in managing their own money to many people. start saving and investing too late and making their lives a lot more difficult than they need to be as they get older. but i also know many young people feel that they have all the time in the world, and many more start investing before they're really, truly ready when they are in fact, better things for them to do with their money. and that's why i have three lessons and a caveat for all of those who recently out of college, you listen. let's start with a caveat. before you can start investing, you need to pay off the credit card. i mean, this is especially true for younger people because banks have gotten really aggressive about offering credit to college students. no matter how much money you rack up in the stock market, if you're carrying a balance on your credit cards, then it's going to eat into your returns. and long term, the interest in th

shop the tank tuesdays nine eastern cnbc. invest advantage with cnbc pro. >> cnbc pro is for investors who know about the news and the trends, but then want to take it to that next level. exclusive access to market experts to help you identify opportunities in any market. >> unrivaled access essential tools. >> that's cnbc pro everything you need all in one place from a source you trust. >> go pro with a flash sale offer for a limited time at cnbc.com. slash pro flash terms and restrictions apply. >> and welcome back to worldwide exchange. one more quick check on u.s. stock futures. we can you can see we're in the red across the board right now. the s&p down just over a half a percent or 33 points. the dow down about 81 points. just under a quarter of a percent. the nasdaq hardest hit down nearly 1%. more than 200 points. two tech giants weighing heavily this morning between china's reported preliminary probe into apple and alphabet. it's had a pretty rough q4 report. you can see both of those stocks down. apple down more than 2.5%.

come here first. >> a wild hour of earnings. >> earnings season special coverage all this month on cnbc investwith cnbc pro. >> cnbc pro gives you the tools that you need to become a better investor. >> go pro with a flash sale offer for a limited time at cnbc.com pro. flash terms and restrictions apply. >> welcome back to worldwide exchange. as we close in on the 6 a.m. hour check on some of the big stories that we are following this morning, let's start with the trio of chip stocks sinking ahead of the open. let's start with skyworks solutions. you can see shares are down more than 29% on track to lose a quarter of its value at the open after forecasting sales declines and what had been a highly lucrative mobile segment. management on the call highlighting increasing competition to get their hardware into apple's newest iphones. shares of arm holdings also sharply lower, despite a q3 top and bottom line beat current quarter revenue and earnings forecast. however, they came in line with estimates. shares of arm down about 4%. shares of qualcomm under pressure as well, despite an all around po

you can start investing in it right from your brokerage account or ira. osprey funds your trusted guide to select crypto. >> cnbctiously. >> get invested. join the club. >> the cnbc investing club is for everybody. >> i joined to. >> achieve financial. >> freedom 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. >> the return on investment for the club pays. >> for itself. join the club new member save with a special offer for a limited time at cnbc.com. join jim. terms and restrictions apply. >> president trump announced plans to implement. >> reciprocal tariffs on all major u.s. trading partners, and ordered. >> a. country by. >> country assessment. to reset u.s. trade relations. >> the reciprocal. >> tariffs won't go into effect. >> right away. >> the president says. perhaps by perfect day. >> april 1st. >> maybe he'll say, hey, we were just kidding around. joining us now, wendy cutle

eastern on cnbc. invest with an advantage with cnbc pro. >> cnbc pro gives you the tools that you need to become a better investor. >> go pro with a flash sale offer for a limited time at dave's been very excited about saving big with the comcast business 5-year price lock guarantee. five years? -five years. and he's not alone. -high five. it's five years of reliable gig speed internet. five years of advanced securit. five years of a great rate that won't change. it's back. but only for a limited time. high five. five years? -nope. comcast business 5-year price lock guarantee. powering five years of savings. powering possibilities. comcast business. luxury resale. shop now with code tr20 for 20% off. terms apply. >> honeywell has officially announced its plans to separate its automation and aerospace businesses, and this, taken together with the previously announced spin off of its advanced materials unit, will result in the creation of three publicly traded companies. honeywell also reported quarterly resul

cnbc invest with an advantage with cnbc pro. >> cnbc pro.t you need to become a better investor. >> go pro. with a flash sale offer for a limited time at cnbc.com pro, flash terms and restrictions apply. >> coercion tools such as tariffs adding the eu will be ready for tough negotiations with the u.s. if and when that is needed. all right, turn it back to the markets now and taking a quick check on futures. we've been showing all morning long futures in the red across the board. but just down fractionally across the board. looks like the dow would open up almost 100 points lower. we're also watching several stocks ahead of the open including shares of palantir really taking off after its latest full year sales outlook. it just blew past any analyst estimates. shares up almost 19% right now. ceo alex karp citing, quote, untamed organic growth and demand for its artificial intelligence software. max7 results may resume after the bell with alphabet. the earnings come after china announced it's launching a probe into google after alleged antitru

special coverage all this month on cnbc. invest advantage with cnbc pro. >> cnbc pro gives. >> you. >> the tools that you need to become a better investor. >> go pro. with a flash sale offer for a limited time at yeah, it is weird that we still call these things phones. well, yeah. they're more like mini computers. precisely, next slide. xfinity mobile customers are connected to wifi 90% of the time. that's why our network has powerboost with wifi speeds up to a gig where you need it most. so, this whole meeting could have been remote? oh, that is my ex-husband who i don't speak to. hey! no, i'm good to talk! xfinity internet customers, cut your mobile bill in half for your first year with xfinity mobile. plus, ask how to get the new samsung galaxy s25+ on us. luxury resale. shop now with code tr 20 for 20% off. terms apply. >> check out gold. we'd be remiss not to mention it's hitting a new record high today, and that's music to my next guest ears, who's been pounding the table on gold and precious metals for years. which brings u

cnbc invest with an advantage with cnbc pro. >> cnbc pro gives you the tools that you need to becomestor. >> go pro with a flash sale offer for a limited time at cnbc.com pro. flash terms and restrictions apply. >> all right. >> we're back on the bell. super bowl 59 this sunday. as you know cnbc sports alex sherman in new orleans as you can see. and he did catch up with the owner of the kansas city chiefs and joins us now with the highlights alex. >> you know i asked the owner of the kansas city chiefs, clark hunt, if he was bored by all of this because the chiefs are in the super bowl seemingly every year, five out of the last six years. he said no, he's still appreciative, but he's also the chairman of the nfl finance committee. and this past season, the nfl adopted a policy to allow teams to sell up to 10% of their team ownership to private equity. so i asked clark hunt, would you consider selling 10% of the chiefs to private equity? here's what he had to say. >> we had two transactions that took place. >> before year. >> end that included. private equity. i know that there are. s

cnbc pro. track your portfolio from every angle on one optimized platform. never miss a moment with exclusive access to market moving interviews and stock picks. all new investingrokerage accounts. plus, cnbc global market news and analysis tailored to your holdings. become a smarter investor with the power of cnbc pro. go to cnbc.com now. >> welcome back to worldwide exchange. as we close in on the 6 a.m. hour here's the check a few on a few of the big stories that we're following this morning. broadcom and taiwan semi are reportedly weighing separate deals to break up intel into two companies. with broadcom focused on its chip design and marketing business. and tsmc examining the company's fab plans. the wall street journal says the talks are so far preliminary, preliminary and largely informal. southwest airlines is cutting its corporate workforce by 15%. ceo bob jordan says the, quote, unprecedented decision will help transform the airline into a faster, leaner and more agile organization. chinese president xi jinping meeting with domestic business leaders on monday, including alibaba's jack ma, calling on the sector unify its thinking and strengthen its co

have been buying it aggressively for the trust, which you can follow by becoming a member of the cnbc investing club. the fact is, it's been ages since people thought of goldman or jp morgan as growth stocks. the biden administration was not exactly a friend of the financial industry. for better or worse, they no longer have to worry incessantly about the sec or the ftc or the justice department. those days are now over, and you can see it from the strength in their stocks. that's what's propelling it. fifth is amgen. and this this one has so many blockbuster drugs. i think it's absurd that the stock once again sells for nearly 14 times earnings. the flagship drug is repatha, which is the best medicine to lower cholesterol. they have studies showing that any amount of cholesterol is bad. so the sales just keep going higher and higher. why isn't amgen better known? i think it's because people don't know about its amazing anti-cancer franchise. when the company brings its weight loss drug, maritime to market, i bet that people will finally sit up and take notice. in fact, many clued in people hav

join the club. >> the cnbc. >> investing club. >> is. >> for everybody. >> i joined. >> to achieve. >om 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 on. investment for. >> the club pays. >> for itself. join the club. new members save with a special new members save with a special offer for a limited on this episode of "unlocked"... say goodbye to electric bills. after the first year, we realized we had a 10% surplus. how one couple turned a 117-year-old home into a powerhouse that creates more energy than it consumes. it's one of the most amazing gifts and experiences that i've had. forziati: downsizing to unlock a better life by the beach. then, unlocking the dream life, where living's easy and a whole lot cheaper. welcome to my apartment in mazatlán, mexico. forziati: living the dream in mexico for 420 bucks a month. i am known as the first black woman to have

plus an outlook on their ai strategy john fort morgan brennan closing bell overtime four eastern cnbc investh an advantage with cnbc pro. >> cnbc pro gives you the tools that you need to become a better investor. >> go pro with a flash sale offer for a limited time at dave's been very excited about saving big with the comcast business 5-year price lock guarantee. five years? -five years. and he's not alone. -high five. it's five years of reliable gig speed internet. five years of advanced securit. five years of a great rate that won't change. it's back. but only for a limited time. high five. five years? -nope. comcast business 5-year price lock guarantee. powering five years of savings. powering possibilities. comcast business. to secure your free generator and solar panels now. >> welcome back and take a look at shares of tapestry, up 11% today to an all time high. after reporting strong holiday sales and upping its full year outlook. the stock is on pace for its best day since may of 2022. my next guest has a buy rating and notes they import less than 10% of their products from china, whi

cnbc pro. all new investing tools securely linked to your brokerage accounts. investor with the power of cnbc pro. go to cnbc.com now. >> welcome back to fast money. stocks jumping today after president trump laid out his plan for reciprocal tariffs on foreign countries but stopped short of imposing them. the dow climbing 342 points. the s&p up 1% getting within two points of a record close. the nasdaq rallying 1.5%. some big stock moves from a few key names. molson coors up nearly 10% after reporting earnings and revenues that beat expectations. and shares of crocs surging nearly 24% after its own earnings and revenue beat. shares of meta further extending their record winning streak, the stock closing at another all time high, now up 19 days in a row. and papa john's surging more than 18% today. a qatari backed investment fund reportedly eyeing a takeover of the pizza chain. papa john's has been cut by more than half over the last three years. and shares of netflix hitting another all time high. that stock up nearly 90% over the past year and the first major

cnbc invest with an advantage with cnbc pro. >> cnbc pro is for investors who know about. >> the newsnt to take. >> it to that next level. >> exclusive access to market experts to help you identify opportunities in any market. >> unrivaled access, essential tools. >> that's cnbc pro everything you need all in one place from. >> a source. >> you trust. >> go pro with a flash sale offer for a limited time at cnbc.com. slash pro flash terms and restrictions apply. >> apple coming off more than a 3% drop to start the week. for now, the company is keeping quiet on tariffs, but they could have a significant impact on apple's businesses. for more on this, we want to bring in our own steve kovach and steve. good morning. >> good morning. yeah. >> this. >> is an. interesting one here because apple has a few options how to get around these tariffs. of course they can always fight for exemptions. but let me break down what they're facing right now. now that these tariffs have gone into effect they could of course raise prices for their products here in the united states. or they could absorb tho

ceo sergio ermotti told cnbc that the bank's investment banking division is performing well. >> for us, it's always very important in investment bank to match or to get very close to the best in class in those areas where we want to compete. so if i look across equities, effects, capital markets, activities, you know, and also in m&a and leverage finance, we are definitely not only. growing our revenues as a function of constructive market conditions, but we are also gaining market share. and the effect this is what you see is now the effect of the two teams at the ubs and credit suisse teams. working together for the full year. >> well, carolyn joins us now. she just conducted that interview with sergio ermotti. carolyn, the shares this morning have really whipsawed around. we're now trading sharply lower for ubs. how do you explain the share price reaction this morning. >> look to be. >> honest, giuliana. >> good morning to you. i think. most of that will. >> be profit taking. >> deutsche bank out with a really interesting note this morning saying that shares of very richly valued. t

investing. e*trade ® from morgan stanley. guaranteed. >> the countdown is on. cnbccial dude, i really need a new phone. check out my new samsung galaxy s25 ultra. it's got galaxy ai. imagine this thing running on our superfast xfinity mobile network. and i also heard that it can do multiple things with a single command. —with google gemini. let me try it. add recipes with overripe bananas to my “dessert ideas” note. that's what you chose to ask it? i had other things planned. ask how to get up to one thousand dollars off the new samsung galaxy s25 ultra with xfinity mobile. my. >> secret to better odor control everywhere. >> welcome back to fast money meta, continuing its record setting win streak today, notching an 18th consecutive day of gains, the stock far outpacing its mega-cap peers so far in 2025, up nearly 25% already this year. the mach seven as a whole is slightly lower, but can the rally keep running? let's get the technical take with the chart master carter. braxton wirth, what are you seeing here? >> well, just to. >> start out with meta. >> before we g

beautiful, but makes us feel amazing and is something that we get to use every day. >> cnbc live ambitiously. >> investrs who know about the news and the trends, but then want to take it to that next level. exclusive access to market experts to help you identify opportunities in any market. >> unrivaled access, essential tools. >> that's cnbc pro. everything you need all in one place from a source you trust. >> go pro with a flash sale offer for a limited time at cnbc.com. slash pro flash terms and restrictions apply. >> novo nordisk reporting better than expected fourth quarter net profit this morning. but the company did forecast a slight sales slowdown this year. joining us right now to talk more about it is novo nordisk ceo lars furugard jorgensen and our cnbc health and pharma reporter angelica peebles. angelica. angelica. hey, becky. >> good morning. and lars, it's. >> nice to see you. >> thanks for joining. >> us on this. >> busy morning. now, this morning on. >> the call, you said that you're. >> seeing about. >> 200,000 weekly prescriptions for wegovy in the u.s, and that's double what you saw

type of spending, then maybe the hyperscalers will start dialing back their hardware investments. >> mad money next cnbcinty and disruption, how will your investments stay resilient? we've been navigating change for 125 years, always looking forward, anticipating risks and trusted to manage over $1 trillion in assets worldwide. solving for the needs of investors today and tomorrow. investors today and tomorrow. that's the power of ♪♪ sonya earlene and marcia are among the thousands of real women living with metastatic breast cancer; doing what they love. and taking ibrance. ibrance with an aromatase inhibitor is for adults with hr+/her2- metastatic breast cancer as the first hormonal based therapy. ibrance plus letrozole significantly delayed disease progression versus letrozole alone. ibrance may cause low white blood cell counts that may lead to serious infections. ibrance may cause severe inflammation of the lungs. both of these can lead to death. tell your doctor if you have new or worsening chest pain, cough, or trouble breathing. before taking ibrance, tell your doctor if you have fever, chills, o

call now. >> this is my. >> legacy. >> invest with an advantage with cnbc pro. >> cnbc pro. need to become a better investor. >> go pro with a flash sale offer for a limited time at cnbc.com. slash pro flash terms and restrictions apply. >> getting some breaking news from washington this morning on the nomination of rfk jr. let's get to emily wilkins. hey, emily. >> hey, carl. well, yes, rfk. >> has cleared. >> the first. >> major hurdle. >> just getting full approval from all the republicans. on the senate financial finance committee. >> that means that his. >> nomination will now be going to the senate floor for a vote for the entire senate. we saw that. >> this was. >> very. >> much on partizan lines. >> all republicans. >> voted for. all democrats voted against democrats, of course, raising. >> concerns about health care for americans, about some of rfk's. >> previous stances. on vaccines. >> but you've seen republicans really. >> get in. >> line behind him, and that includes senator bill cassidy, republican from. louisiana and himself a doctor. >> and he was seen as one

brian sullivan joins kelly evans power lunch, weekdays, two eastern. >> cnbc get invested.makes the complex simple and not to make irrational decisions. return on investment for the club pays for itself. >> join the club. new member. save with a special offer for a limited time at cnbc.com. terms and restrictions apply. >> welcome back to squawk on the street. gone to the grocery store and struggled to buy eggs lately i have. well you're not alone. bird flu continuing to wreak havoc in the space leading to the culling of more than 41 million chickens and sending prices flying up 53% since last year, according to january cpi report. joining us now to help distill all of this, pete and jerry is the ceo. tom and jerry is an organic and pasture raised egg producer. thank you for being here. can you help explain to us, for those of us who are not egg experts, we're maybe a consumers, but not in terms of the production. what are some of the key factors that influence the price of eggs right now? >> well good morning. >> thank you is unprecedented. it is purely a supply and demand

meets opportunity. >> experience the power of cnbc pro all new investing tools securely linked to your brokerage accounts. become a smarter investor with the power of cnbc craig here pays too much for business wireless. so he sublet half his real estate office... to a pet shop. there's a smarter way to save. comcast business mobile. you could save up to an incredible 70% on your wireless bill. so you don't have to compromise. powering smarter savings. powering possibilities. switch to comcast business internet and mobile and find out how to get the new samsung galaxy s25+ on us with a qualifying trade in. don't wait, call, click or visit an xfinity store today. for free. visit otter.ai or download the app. >> welcome back to fast money uber. topping the tape today. shares catching a ride on news that pershing square's bill ackman has been building a. $2 billion stake in the stock since the beginning of january. the billionaire investor saying in a post on x that uber is, quote, one of the best managed and highest quality businesses in the world and that it can. >> be. >> purchased at,

cnbc pro. all new investing tools securely linked to your brokerage accounts. come a smarter investor with the power of cnbc pro, go to cnbc.com slash get pro now. >> welcome back to street signs i'm julianna tatelbaum. and these are your headlines this morning. president trump threatens 25% tariffs on all steel and aluminum imports. adding a new front to his trade war. steel makers falling toward the bottom of the stoxx 600 in early trade. bp shares jump as activist in elliott management reportedly builds up a stake. looking to push the oil giant to boost performance. german chancellor olaf scholz and election frontrunner friedrich moritz go head to head in the first television debate. with the health of europe's largest economy dominating the conversation. >> i'm shocked. >> at how you were. >> interpreting the situation. >> we are now in the third. >> year of a recession. >> this has. >> never happened in germany before. >> i think. >> we are better than others when it comes to exports. that's why we also feel to a greater extent, what's happening in the glob

cnbc. and in the world of investing, the beast lurks between the numbers. some watch from the safety of the sidelines, but others saddle up and ride that one ton rowdy ribeye for all he's got. if that's you, join us on tastytrade named best online broker for options trading. genius loves company. >> you who? >> you're making. >> everything orange. >> we're showing. >> we're consumer cellular. >> gets great coverage. we use the same. >> powers as. >> big wireless. >> so you get. >> the same coverage. >> wow. >> wow. >> for unlimited. talk and when i started walton goggins goggle glasses, i had no idea what i was doing. but godaddy airo does. using ai to build a logo, website and social content. so i can let the world know, if your goggles ain't goggins, they don't belong on your noggins! in your. brokerage account. >> how much interest can. >> your bank or broker pay? >> interactive brokers conservative. and prudent risk management uniquely positions us to pay up to 3.83% on uninvested instantly available cash in your brokerage account. the best informed inv

. >> experience the power of cnbc pro all new investing tools securely linked to your brokerage accountsme a smarter investor with the power of cnbc pro. go to cnbc.com slash get pro now. >> all right welcome back. and so we're in these chairs which means it's time to give you what we'll call maybe a power lunchable i don't until we get sued. we'll say that some quick hits on big stories that you need to know about. first up is bp, the big hedge fund elliott management. reportedly kelly taking a stake in bp, the british oil and energy company that has gotten bp a little bit higher today. eight bucks. but even with today's move, that stock has been, well, underperforming its competitors. its market cap is now only about half of, say, shell's. and rbc says that elliott management could be trying to break up bp. >> thus, the trend lately between ge, honeywell and the others. a lot of people have been kind of raising this point about its underperformance and say it kind of asking what it should do, should it be a takeover target, should it try to be acquisitive? can you kind of put this in t

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semiconductor industry by making. >> its own in-house chips. >> and sources. >> telling cnbc that gamestop. >> is considering investingrypto and bitcoin in particular. >> it's friday. >> february 14th. >> happy valentine's day 2025. and squawk box begins right now. >> good morning and welcome to squawk box here on cnbc. we're live in the nasdaq market site in times square. i'm kelly evans along with joe kernen. this morning becky and andrew are off. u.s. equity futures. are they. yeah they're off too. the dow is down 123 points implied at the open. s&p down six. nasdaq down 12. but we've seen this pattern where we're weaker in the morning. and then sometimes we turn around by the afternoon once it's tariff time as i like to call it, that comes after gains. and yes we're talking about gains yesterday. the dow was up 342 points. the s&p was up 1%. the nasdaq was up 1.5%. treasury yields have moved higher this week. but they were a little bit more contained yesterda

invest with an advantage with. cnbco is for investors who know about the news and the trends, but then want to take it to that next level. exclusive access to market experts to help you identify opportunities in any market. >> unrivaled access essential tools. >> that's cnbc pro everything you need all in one place from a source you trust. >> go pro with a flash sale offer for a limited time at cnbc.com. slash pro flash. terms and restrictions apply. it is 5 a.m. here at cnbc global headquarters. >> welcome to worldwide exchange. >> here is your five at five capex concerns. they hit wall street as. investors weigh the rising cost. >> of. the ai. >> push by big tech amazon coming up after the bell. that is. >> the next test. >> treasury secretary. >> scott besson. >> says he and president. >> trump are focused on a different. >> path than the. >> fed to move interest rates lower. >> chip cross a. >> trio of semiconductor stocks. they are sinking ahead of the open. plus ford ceo with some. >> very strong. >> words for the

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cnbc pro. all new investing tools securely linked to your brokerage accounts. rter investor with the power of cnbc pro. go to cnbc.com slash get pro now. >> welcome back to power lunch. plenty to discuss with rick santelli today. watching yields in particular as we're seeing the ten year kind of flat. but the two year is pricing in some near term inflation that i guess that's kind of it's not inverting the curve rick. but it's moving in that direction. let's bring in mr. santelli for more. what do you make of it. >> well i'm not sure i jump to the inflation notion. i would just jump to the central banking notion. central bank already has an inflation problem. but what i see is the twos ten spread has flattened about 6 or 7 basis points today. and early in the session we saw that two year yields were slightly elevated. and ten, 20, 30 year yields the longer ones weren't elevated at all. that relationship has changed somewhat, but the spread hasn't changed. so we see that two year yields have gone even higher and ten year yields have gone higher. they're virtually

. >> invest with an advantage with cnbc pro. >> cnbc pro gives you the tools that you need to becomeo pro with a flash sale offer for a limited time at cnbc.com. slash pro flash terms and restrictions apply. >> i did take a look at some of the industrials today johnson controls with a raised guidance jim this is going to be. >> look at that. >> it's going to be a nice move on the heels of earnings. >> good stuff. >> they see full year 350 to 36. raising the range by about a dime. >> yesterday it was cummins. that's what people want okay. that's the stocks that people want. >> as we look at a slightly lower rate environment today ten year below four and a half dow down though about 30 points in down though about 30 points in the s&p holding i can't believe you corporate types are still at it. just stop calling each other rock stars. and using workday to put finance and h.r. on one platform. tim, you are a rock star. using responsible ai doesn't make you a rock star. it kinda does. you are not rock stars. (clears throat) okay. most of you are not rock stars. oooh. data driven insights,

. >> invest with an advantage with cnbc pro. >> cnbc pro is for investors who know about the news and the trends, but then want to take it to that next level. exclusive access to market experts to help you identify opportunities in any market. >> unrivaled access essential tools. >> that's cnbc. pro everything. >> you need. >> all in one place from a source. >> you trust. >> go pro with a flash sale offer for a limited t for all those making it big out there... ...shouldn't your mobile service be able to keep up with you? get wifi speeds up to a gig at home and on the go. introducing powerboost, only from xfinity mobile. now that's big. xfinity internet customers, cut your mobile bill in half vs. t-mobile, verizon, and at&t for your first year. plus, ask how to get the new samsung galaxy s25+ on us. that's my secret to better odor control everywhere. >> watching the autos this morning. tesla is under some pressure following these drops in sales, especially in france and germany. ford shares in the red. despite a quarterly earnings beat. company did forecast a tougher year ahead. jim,

investments. >> mad money next cnbc. >> time for the final trade.our pick? >> west had a tough quarter, but i think this could be a good entry point on a quality name. >> west pharma. how about you, mike? what do you got? >> yeah, not for a trade with a long term hold. bitcoin. >> bitcoin. wow. how about you rebecca. >> i'm going to take the other side of that. i like gld gold for diversifier. and happy valentine's day to my mom betty. >> all right steve your thoughts. >> so nice tyler. thank you so much for being here to be with you all. to me, it's a trade that hasn't gone so well, but i'm. >> still in it. >> altimmune. all right, folks, thanks so much for watching fast money. mad money starts right now. >> my mission is simple to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere, and i promise to help you find it. mad money starts now. hey i'm cramer. welcome to mad money. welcome to cramerica. other to make friends i'm just trying to make you some money. my job is not just to entertain,

. >> invest with an advantage with cnbc pro. >> cnbc pro gives you the tools that you need to becomeo with a flash sale offer for a limited time at cnbc.com pro. flash terms and restrictions apply. >> welcome back to the exchange. this earnings season has revealed some big media moves we're keeping an eye on. fox beating estimates and announcing plans to launch a subscription streaming service by year end. of course, they already have to be, which is a free one. it's going to have the super bowl also for the first time. this just came weeks after dissolving plans to launch sports streaming service venue with warner brothers and disney. fox is about 4% higher today, one of the best in the sector. speaking of disney, they report before the bell tomorrow. those shares are up 18% over the past three months, with j.p. morgan writing that disney plus value is crystallizing for marketers and consumers alike. still, they're all up against juggernaut netflix, which now has more than 300 million subscribers, and the shares are up 15% since earnings just a couple of weeks ago. they're also abov

invest in bitcoin at itrustcapital.com today. cnbcczar david saxe that's coming up next hour, 4 p.m. eastern on overtime. and up next, we're going to get you set up for earnings at the top of the hour. what to watch for from e. chipotle and snap. that and much more. when we take you inside the marke do you have a life insurance policy you no longer need? now you can sell your policy - even a term policy - for an immediate cash payment. call coventry direct to learn more. we thought we had planned carefully for our retirement. but we quickly realized we needed a way to supplement our income. our friend sold their policy to help pay their medical bills, and that got me thinking. maybe selling our policy could help with our retirement. i'm skeptical, so i did some research and called coventry direct. they explained life insurance is a valuable asset that can be sold. we learned we could sell all of our policy, or keep part of it with no future payments. who knew? we sold our policy. now we can relax and enjoy our retirement as we had pla

cnbc. >> we teach you the right way to develop your own investment strategy. >> the more. disciplined and not making. >> irrational decisions. >> we stick. >> to the. >> strategy and. >> continue to. >> invest and. yeah, it is weird that we still call these things phones. well, yeah. they're more like mini computers. precisely, next slide. xfinity mobile customers are connected to wifi 90% of the time. that's why our network has powerboost with wifi speeds up to a gig where you need it most. so, this whole meeting could have been remote? oh, that is my ex-husband who i don't speak to. hey! no, i'm good to talk! xfinity internet customers, cut your mobile bill in half for your first year with xfinity mobile. plus, ask how to get the new samsung galaxy s25+ on us. intelligent donkey. you mean a. smart. find an advisor at smart asset. com. >> all right. welcome back. your disaster du jour. and the stock market is skyworks solutions. investors getting hammered right now. you might want to get hammered later. wiping out about one fifth of their value. and apparently apple is to

investing. e*trade ® from morgan stanley. >> time for the closing bell market zone. cnbcts commentator mike santoli is here to break down these crucial moments of the trading day, plus two earnings reports we are watching in ot. deirdre bosa on lyft angelica peebles on gilead. mike, i begin with you sort of a kind of a whatever day ahead of cpi in the morning. nothing big from the fed chair today. apple a nice winner and meta going for that what 17 in a row now. >> yeah the market's kind of withholding its true feelings here a little bit. it's very split i looked a minute ago the new york stock exchange up versus down stocks was 1350 against 1350. so volumes light in the index products. if you had to say there's a story aside from what you mentioned with apple and meta picking up the slack, it's that tesla's down 75 billion in market cap on the day, and the rest of the market is managing to counter it and keep the s&p harmless at these levels. i do think the kind of churn has a little bit of a flavor of defense and laggards kind of coming to the fore a bit. nobody's havin

invested. join the club today. go to cnbc.com. slash join jim. it is 5 a.m. here. at cnbc. >> global headquarters. >> welcome to worldwide exchange. >> here is your five at five. fed chairman. >> jay powell. >> looks to. >> cut through the. >> noise with two days. >> of testimony on. >> capitol hill. >> that starts today. president trump. with a flurry of new executive. >> actions targeting u.s. >> trade. >> government oversight and business interests overseas. this morning. more allies turn rivals are responding. >> sticking with washington. >> and a looming d.c. deadline that could put the trump agenda on. >> ice, plus. >> the elon musk sam altman saga, it takes a very unexpected turn. >> and later, a check. >> on the supermicro stock pop ahead of a potential. nasdaq delisting. >> it is tuesday. >> february 11th, 2025. >> you're watching. >> worldwide exchange right here. >> on cnbc. >> good morning. thanks so much for being here with us. >> i am. >> frank hollins. >> get you ready for. >> the day ahead. we begin with the major indices coming off a winning day. >> and th

softbank has also invested heavily in openai. speaking to cnbcsoftbank chief legal and compliance officer tim mackey said that the company believes in the ai startup. >> we are looking into it. i don't know right now. you know, elon musk and his conversation with openai, that's a conversation between them and openai, not necessarily a softbank question. >> and in terms of open ai's broader support to turn into a for profit structure, yes. is that something that softbank is supporting? >> well, i mean, well, we're certainly monitoring it as things go on. and you know we'll see how it goes. it's you know i mean support we're they're our partners. we hope that they're successful. we've invested you know in two tranches. we've done about $2 billion investment in the company. and you know, we believe in it. and masa believes in it. >> coming up on the program, india's narendra modi becomes the latest world leader to meet president trump with trade tensions in focus. we'll bring you the latest next. >> the fbi calls it house stealing. >> the latest sca

going to make you an offer. >> you have a deal. >> shark tank coming up next cnbc. >> we're not about trading. we're about investingn excellent. >> teacher for someone. >> that wants to learn how to manage. >> their own money. he teaches how to invest versus just what trades to make. >> it's more than a club. >> it's an experience. >> go to cnbc.com slash join jim. on. >> the recent decline in the consumer packaged goods stocks i find it breathtaking. the other day pepsico got crushed in weaker than expected earnings. clorox got walloped after a quarter that was not up to snuff. mondelez reported quarter that verified why the stock's been falling, though, after a lower opening and dip buyers did come in. the stock ended the day higher. that was more about the bond market. i think kimberly-clark gave you a pretty darn good report last week, but people still weren't happy. it goes on and on. why is this happening? the truth is, there are a host of reasons, and every time you think that things have gotten better, they seem to have gotten worse, much worse than you've imagined. so take pepsico. i don't know if people r

to one thousand dollars off the new samsung galaxy s25 ultra with xfinity mobile. >> invest with an advantage with cnbcc pro is for investors who know about the news and the trends, but then want to take it to that next level. exclusive access to market experts to help you identify opportunities in any market. >> unrivaled access, essential tools. >> that's cnbc pro, everything you need all in one place from a source you trust. >> go pro with a flash sale offer for a limited time at cnbc.com. slash pro flash terms and restrictions apply. >> it is 5 a.m. here at cnbc. >> global headquarters. >> welcome to worldwide exchange. >> here is. >> your five at five. >> big trouble. >> in big tech this. >> morning as two mac. >> seven names. >> they move. >> lower with. >> the us-china. trade war. >> hitting investors capex concerns. >> shares of alphabet. >> they're getting hit. >> this morning on. >> surging ai spending. we're going to look at the. >> impact on the. >> futures and they just. >> don't get it. >> jim cramer out with what. >> he calls hard truths for market bears. >> and doubters. >> of the trump

. >> invest with an advantage with cnbc pro. >> cnbc pro is for investors who know about the news and the trends, but then want to take it to that next level. exclusive access to market experts to help you identify opportunities in any market. >> unrivaled access, essential tools. >> that's cnbc pro everything you need all in one place from a source you trust. >> go pro with a flash sale offer for a best groza. available now at graco. >> welcome back. it's like the market's version of keeping up with the kardashians. investors need to tether themselves to trump. yesterday, stocks started deep in the red because a trade war seemingly had begun. by the end of the day, it was pretty much resolved, at least for now. but the president continues to dominate the headlines. we're in the middle of a transformative period for the economy to investing norms. are they getting flipped on their head or is high valuation here to stay? is growth still the backbone of this market? it's not a clear answer, given some of the problems of late. or is a rotation to value on the way? it's early in the year,

invested. join the club today. go to cnbc.com. slash join jim. it is 5 a.m. here. at cnbc>> welcome to worldwide exchange. >> here is your five at five. fed chairman. >> jay powell. >> looks to. >> cut through the. >> noise with two days. >> of testimony on. >> capitol hill. >> that starts today. president trump. with a flurry of new executive. >> actions targeting u.s. >> trade. >> government oversight and business interests overseas. this morning. more allies turn rivals are responding. >> sticking with washington. >> and a looming d.c. deadline that could put the trump agenda on. >> ice, plus. >> the elon musk sam altman saga, it takes a very unexpected turn. >> and later, a check. >> on the supermicro stock pop ahead of a potential. nasdaq delisting. >> it is tuesday

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invest with an advantage with cnbc pro. >> cnbc pro gives you the tools that you need to become a better investor. >> go pro with a flash sale offer for a limited time at dave's been very excited about saving big with the comcast business 5-year price lock guarantee. five years? -five years. and he's not alone. -high five. it's five years of reliable gig speed internet. five years of advanced securit. five years of a great rate that won't change. it's back. but only for a limited time. high five. five years? -nope. comcast business 5-year price lock guarantee. powering five years of savings. powering possibilities. comcast business. for free. visit otter.ai or download. >> the app. welcome back to fast money. shares of skyworks tanking more than 20% after hours. the chip maker reporting a bigger than expected drop in quarterly revenue and guiding for a sales decline in the current quarter for its key mobile segment due to weakness in china. the company also announcing a new ceo. well, another earnings alert here on for shares of the automaker tanking despite a beat on the top and bottom

cnbc. >> we're not about trading. we're about investingn excellent teacher for someone that wants to learn how to manage their own money. he teaches how to invest versus just what trades to make. it's more than a club. it's an experience. >> go to cnbc.com slash join jim. >> my family does a lot of business in mexico. my wife owns a mezcal company named fosforo. its source near puebla a huge city of 3.4 million people, fourth largest in the country. we took the president seriously when he campaigned on placing tariffs on mexico. so we brought in a huge amount of products, 7200 bottles, far more than we needed, and stuck them in a texas warehouse. we knew what trump ran on, so why the heck wouldn't we try to get ahead of it? seems simple, given that he did win the election. what's amazing to me, though, is how few people truly took him seriously. well, it's been delayed a month. the 25% tariff is real, and if it's executed, it's us. at least right on the bottom line. real impediment to profitability. we weren't alone. i wasn't satisfied wit