. >> dan nathan says starbucks is brewing up a big breakout. how you can avoid getting roasted in this piping hot trade. it's time to risk less and make more "options action" starts right now. >>> welcome, everybody it was a big day for the markets. the dow surging more than 330 points the s&p 500 erased its losses for the week the rally following a better than expected jobs report. and there were records across the board including big tech names like apple and alphabet. both of those stocks hit all-time highs and added to the sector's red-hot run this year if you're betting on an even bigger tech takeoff, we've got a way to play it let's get in the money with mike khouw. take it away, sir. >> it's interesting. so we got this payroll report today. obviously, the markets responded very favorably to that but i think we got some clues that we had some significant strength in the market earlier this week when the trade news which was definitely not positive didn't knock the market down much further. we were talking about this before we began the sh

. >> dan nathan says starbucks lays out a breakout. he tellsyou how to keep from getting roasted in the hot trade. "options action" starts now. >> welcome everybody let's get after it the dow surging more than 330 points today the s&p 500 erased losses the rally following a better than expected jobs report the records across the board, apple and alphabet, both hitting all-time highs and added to the red hot run and if you are betting on the bigger tech takeoff we have a way to play it in the money with mike khouw take it away, sir. >> you know it's interesting we got the payroll report today. obviously the markets responded very favorably to that but i think actually we got some clues that we had some significant strength in the market earlier this week when the trade news which was definitely not positive didn't knock the market down much further. we were talk bag this before we began the show that was news. if you consider that was one of the key stone elements propelling the market higher and suddenly pull that away you would have e

brian kelly, dan nathan and tim seymour. tonight on fast, stop us if you heard this before. another one for the record books. stocks surging to you guessed it, all-time highs again what is really behind this amazing run? we get answers plus who ever said that breaking up is hard to do >> kneel sadaka. >> match dumped and shares soar. that got us thinking what other stocks could benefit from breaking up we will name names and later a prediction so wild and bold that honestly we question if we would even talk about it and bring it to you we debated it. but we are bringing it to you and you will hear it coming up true story all that ahead in the next 60 minutes. but nike bouncing back a bit after the steep post earnings drop lets get the numbers, talk about china with seema modi. talking about her hometown heroes, nike, seema. >> that's right, brian sthars of nike turning around after slipping as much as 2% in extended trading a solid beat on the bottom line. but the company said margins were negatively impacted by higher input costs primarily due to incremental tariffs in nort

dan nathan says that every time. >> yeah. >> but inventory down 24% year over year on sales growth.ning margin will be better next quarter 17 times earnings, the stock going up 15, 18% in a week and a half i think it has room to the upside. >> my eye ball test confirms ma what you say people are eninnovating i went through a big kitchen renovation world's longest by the way. >> js congratulations. >> no oven. >> well why put the oven. >> why all you do is two microwaves you're good but all that's -- so many of the houses in my town have signs of contractors out front or trucks in the driveway. and that is a good sign for the home supply companies out there. >> i think so. and again the margins on the professional services allowed these guys to be less cyclical and at the time we wer concerned about tariffs impacting prices especially coming from asia, these guys have been able to mitigate. >> can't get enough about the millennials if you'd like to learn more about how they are impacting the housing sector, who are they. >> causing trouble. >> it's weird. >> head to cnbc.com. home bu

tonight at 5:30 is dan nathan's last appearance on "options action." i want it get it out there now. >> he is keeping options open. >> see what you did there. >> but not on "fast money. he will see you there. >> request the vix at 12, 12.5 it makes perfect sense because all the concerns i had clearly incorrectly are out there. but what has worked and we have talked about health care continuing to crush. biotech does well. retail names are doing amazing trading stocks like macy's and nordstroms and i think tim would agree. energy has quietly the last two and a half three months made a decent move higher. >> another interesting woke for central banks. we talked briefly about how the ricks bank in sweden don't get get caught up in that. our federal reserve decides whether zero interest rate policy, nerp whatever you want to say is working. that should concern equity markets but not here except for the fact that the move in equity markets is taking positions into year end to the complete polar opposite where we were almost a year to the day. so if you look

>> that's not the best way to make money on american express but thanks to today's trade news, dan nathan has a safer way. then -- >> i'm talking about a lot of benjamins to be made with the biotech stuff. >> yup when it comes up like this at family functions, you know it's probably time to bail. carter worth opines on taking a break from biotech and -- >> get into mike's car honk if you want yield mike khouw turns the dreams into reality with a straightforward play to car max. it's time to risk less and make more "options action" starts now. >>> yes, it does and welcome everybody. hope you have a good friday. let's get to it. trade talks taking over the street as phase 1 deal pushed the major indexes to major highs. of course this is a deal without terms that anybody on the street has seen but hey, whatever. dan nathan says if a full agreement does come through there is one payment play that could charge up the portfolio. let's get in the money, dan tell us about it. >> the narrative of the last few days has been some of the headwinds to kind of growth or the headwinds to a u.s. consumer

dan nathan says if a full agreement does come through there is one payment play that could charge up the portfolio lets get in the money dan tell us about it. >> the narrative of the last few days has been some of the headwinds to kind of growth or the headwinds to a u.s. consumer have been lifted i have no idea what today means in terms of a phase 1 deal and i think the administration told us we're not going to actually see anything papered until the new year but if this enthusiasm that we have seen the last couple of months or specifically in the last few weeks carries into the new year, then you want things that are pretty much levered to the u.s. consumer. just talk about american express a second here is a stock trading at a discount to the broad market a discount to many of the pierce and probably for good reason when you thunk about master card up 5 a% op the year, or visa up 40% on the year. these are much more profitable companies than say american express. different business monthly models they payment processing plays. but american express mat 15 times up 30% on the year.

karen finerman, dan nathan and guy adam y with markets set another slough of record. from the bullish man on wall street he tells us why he is so optimistic and what the biggest richlk to the market rally may be plus bogey you know it's halting production of the 737 max and maybe you don't care but you do care about the american economy. and boeing's news impact us all. we tell you whip process then apple hitting the all-time high today, three analyst have three different takes on the same stock. we'll find out who the traders believe is right all that as we begin with an earning alert on fedex not good. >> fedex stock down again, missing on earnings and revenues lets get back to eric chemy at cnbc hq with more on the fedex flop. >> that's right a disappointing quarter for fedex. ceo fred smith acknowledged in the release that the fiscal 2020 is a yeerd of continued significant challenges and changes. the the company missed on top and bottom lines setting weak global economic cannibus, increased fedex ground costs, the loss of busy from amazon, shift to lower yielding

brian sullivan your traders tonight on the desk are tim seymour, steve grasso, brian kelly and dan prime rib nathan tonight on "fast money," a with wild ride on wall street new records all around but with the big hang-ups seemingly out of the way where does your money go from here plus the weaker retail sales number spooking bulls? but was the number as bad as some think is the american shopper alive and well we find out later. your chart of the week we'll find out what has b.k. so kited about the -- settle down -- about the record run so much ahead. but we begin by taking a page right out much a christmas carol. we need wilfred to do this all year long, the markets have been seemingly haunted by three ghosts but this week we have watched them disappear one by one. first, the clarity that the fed will keep rates where they are throughout perhaps all of next year next last night's uk elections gave us clarity on brexit's path forward. no more questions. it's going to happen and this morning, perhaps the biggest specter of all over the market, trade and relief on tariff and more ag buying from china.

traders are steve grasso, dan nathan and gia dam uy adami tonight on "fast" shares of tesla hitting the skids despite the company marking a major milestone in china we'll have full details ahead. >>> plus, well, wells fargo's mike mayo says we're entering, quote, a golden decade for banks. why he says the sector is in for its own roaring '20s check out this mystery chart on pace for 2010 we'll tell you what it is and what to expect in the new decade but first -- ♪ it's the final countdown ♪ >> cool. the whole show lousy song >> yeah? >> it's a miserable song right up there with "the eye of the tiger" which is one of the five worst songs of all time. >> great movie. >> the movie it was in >> jordan's bulls were introduced to this song the other night, weren't they? >> good memories for me. >> okay. >> well, it is the final countdown nonetheless, guy, whether you like it or not ♪ it's the final countdown >> there's one trading day left before we ring in the new year and a new decade and it's looking to be an ugly end to the year with stocks posting the biggest losses in four weeks so shou

sullivan in for melissa once again your traders on this record setting boxes day edition tim seymour, dan nathan-on and two peshl guests process gina sanchez and victoria fernandez tonight on fast, amazon, amazing. we find out what is behind the post holiday surge but tim, a fast pitch on the housing related name why he thinks this stock will nail if in the new year. >> got it. >>en a return to sender later on you may have returned the ugly christmas sweater you got from your brother-in-law you don't like but what if you could turn the ugly stock you would own the desk gives the names we will start with the non-stop on wall street the nasdaq hitting a milestone, crossing above 9,000 the first time ever. records keep falling stocks keep climbing and fundamentals, tim serial don't seem to matter much. >> they don't. you can find an argument for valueses within megacap tech if you look at intel, sysco you can't make the argument with apple anymore. the interesting thing about the triple qs or the etf for the nasdaq 10 oh or lack at the nasdaq 100 we know that apple dominates this index and this is app

dan nathan will make the final call (nervously) ready? ok, ready sweetie? nice, you ready to go again? are you ready, dad? i'm ready. imagine if your life insurance could help you live for today and safeguard tomorrow, so you're ready for anything. life insurance designed to protect generations of families. that's the power of pacific. ask a financial professional about pacific life. >>> market rs his are higher leading the way, 3m, goldman sachs and american express higher by almost 1.3%. let's see if we can tack on some good gains to end the week let's get to word on the street. advisory group out with a note on mcdonald's concluded that after consuming a hot of chicken sandwich, mcdonald's crispy chicken, only available in houston and nashville, is quite really good and can face off against chick-fil-a. the analyst weighing in on it on "power lunch" today. >> to be fair, they're not going to beat out chick-fil-a, popeye's, but they're taking a product on their menu, improving it dramatically and making it a much better tool by which they can grow their s

but dan nathan spot on. >> $20 billion deal. think about what that metric would be now again, that's why on the sum of the parts you can make a cogent bull case for facebook. >> big story too i stee a banner in cnbc. what's apping now more coming your way on "fast money" here is what's on deck. >> a slough of big tech stocks post-ing results in the last hour the desk breaks down the numbers. plus netflix versus disney alibaba versus amazon. how you aypl them against each tore other to make a profit. that and more when "fast money" returns. predicting the next step for them can be challenging. today we're using the ibm cloud to run new analytics tools that help us better predict and plan a patient's recovery. ♪ ♪ ultimately, it's helping thousands of patients return home. and who doesn't love going home. and when you open a new brokerage account, your cash is automatically invested at a great rate. that's why fidelity leads the industry in value while our competition continues to talk. ♪ talk, talk >>> welcome back to "fast money

you do not want to miss that and with us for the whole first hour of theshow, dan nathan from risk reversal advisers. dan, good afternoon. thanks for joining us. >> great to be here. >> more optimism on trade or whatever you want to put it down to is a lot of this news not already out there? are you surprised to see ongoing rallies to new highs yet again >> at the end of the day, you like to see follow-throughs. so friday, we had a muted react. a lot of investors expected some kind of surge, similar to what we had at the end of 2017 after the big tax cut. a lot of this was priced in. i think the continuation of last week's rally into this week is obviously pretty establibullish. also fairly seasonal as we are looking down the barrel of a week and a half left of the market in 2019, a year that the s&p 500 is up 27.5%. it's hard to find reasons to sell the market right now. >> let's drill down on all of the big stories we're focusing in on today. bob pisani is covering the names driving the markets to new highs. phil lebeau has details on new concerns about the 737 max and analyst mike boyd w

coming we have to go big too you know what that means ♪ >>> that's right, it's time for tag team dan nathanvestment managing director. ron isa joining us to tack it will. >> take it away. >> lets talk about the bank stocks you mentioned the steepening yield curve and the big money centers in the u.s. like jp morgan really started to take off this fall when it looked like the fed's three 25 basis points cuts. we saw jp morgan break out and not stopped over the last three months lets broaden out to goldman sachs which is an investment bank and we know there is headwinds at goldman, issues that have been weighing on the valuation goldman has traded cheap to some of the peers we know they have this investigation with this 1 mdb situation. it sounds like it might be resolved in the near future. you might see the valts come a bit more inline with a good resolve situation there. the other issue i would say is obviously there's a lot of talk about the global economy, and stom green shoots here and the fact is all the easy money that we have over the last few years is now moving a little bit more to

gina sanchez tony zang and dan nathan tonight on fast, the record rally comes to an end for the nasdaq ending the 11-day win streak but will it end more than that we'll get answers about the market and the money ahead from worst to first. energy could be the standout sector into the new year and our 2020 playbook offers a scary prediction later, there's been a lot of talks about netflix being the best performing s&p 500 stock the past decade. lets get nasty now can you name the worst we're naming names on the dog of the decade all right all that ahead with you we begin with the major headwinds from american airlines shares of aal tumbling today after wolf research said the company likely wouldn't meet guidance for the next carrier merp sits amid major tushlens. the fleet of max planes are grounded underperforming rivals like delta. and far underperforming the stock etf ticker jets look at the chart. american is the white line, the wrong direction. does in stock, american airlines, gina, deserve a ticket out of our -- into our portfolio. >> i think it's rough for american airlines. if y

>> that's not the best way to make money on american express but thanks to today's trade news, dan nathanafer way. then -- >> i'm talking about a lot of benjamins to be made with the biotech stuff. >> yup when it comes up like this at family functions, you know it's probably time to bail. carter worth opines on taking a

would that change your mind >> i don't think that's -- it sells-off the knee-jerk makes sense, dan nathanidiculed me the other day thinking that roku was headed back to $200. i still sort of think that i think i can see how people would see this as a heard ware thing, left in the dirt. it's been amazing. the moves have been great. technically it's done everything right. it's got to hold this 130 level. again to the levels we saw just six weeks ago. >> 107 about 14% trading now, i would look at that range as a potential support more longer term. >> take a look at this mystery chart. we're going to find out why carter war says that stock, maybe it's a stock, make a commodity, is ready to break out. >>> plus tesla shares on the move today after a long term bear said even he iseeg me side sinso of verizon as a reliable phone company. but to businesses, we're a reliable partner. we keep companies ready for what's next. (man) we weave security into their business. (second man) virtualize their operations. (woman) and build ai customer experiences. (second woman) we also keep them ready for the

straight weeks of jobless claims terrible and the payroll number on friday i hate to play the role of dan nathan danny downer if you look at the ism services number again for people pointing out i guess guy it is in the camp. the macroisn't doing anything to get you excited. i agree with steve that ultimately as we say trying to game trade war rhetoric has been losing battle and the market wants to go up if you look at bull-bear is sentiment the bulls are in charge. >> when you look at manufacturing pmis they are getting better when you look at the bigger scheme of things that's something. looking at the united states, we have a strong consumer and let's just think about this for a second the president kicked this down the road many times. the last time he kicked it all the way a year out and our big reaction was we're down 280 points. >> right. >> because of that i think you have to be a little more conscious of the idea that we've had an interesting and very successful earnings season we have gone through. that's been strong and because of that that volatility move yesterday -- it moved the la

trade resist on the deck for the final show of the year and decade steve grasso chyron finerman dan nathan and guy adami tonight on fast pop the bubbly because the market handed in the best year since 2013 all 11 s&p sectors inhe finishing in the green and it wasn't just in the u.s. nearly every major global market and asset class saw positive returns in 2019. the big question, what can you expect for the money heading into the new year? it's time to break out the 2020 playbook guy adami, what do you have for us >> first of all, courtney in all the years we've been doing the show this is the first time you hoeft. on behalf of all of us i wish -- amazing to have you. >> great to have you. >> thank you, thank you. new kid on the block here. >> it's fantastic to have you. in terms of what's working next year listen i've been wrong for months in terms of market direction. but right about a few things i think hsh is absolutely toing well in the first half the upcome year. you look at big cap pharma pfizer marc, eli lilly unh off the map. hospitals doing well you mentioned energy i don't know if

tim seymour, dan nathan karen finerman and guy adami tonight on fast a roller coaster stock but one technician has picks no matter which way the market heads plus a trio newly public companies on the move. will the results help the once hot stocks regain glory? the desk breaks down the numbers. and eyes on jobs investors awaiting the employment report for november can we break the recent trend of slowing growth but we start with tesla, a boost after hours after morgan stanley prays raised price target on the stock from 440 to eye, sr. $500. 50% higheren than where it ended on the day pb guy what do you make of it. >> adam john as -- i don't know this to be the case but read going now. i think he is saying the bull case, the price target he raises from 450 to 500. but i don't think he is changing the current price target i guess it doesn't matter. the bottom line is this. he says the potential surge and sentiment through the first half of 2020, the $500 is doable. but i'm not certain they are changing the price target. with that said it's a stock you have to trade. i'll say it gwen, the move fr

>> that's not the best way to make money on american express but thanks to today's trade news, dan nathan way. then -- >> i'm talking about a lot of benjamins to be made with the biotech stuff. >> yup when it comes up like this at family functions, you know it's probably time to bail. carter worth opines on taking a break from biotech and --

brian kelly, dan nathan and tim seymour. tonight on fast, stop us if you heard this before.s surging to you guessed it, all-time highs again what is really behind this amazing run? we get answers plus who ever said that breaking up is hard to do >> kneel sadaka. >> match dumped and shares soar. that got us thinking what other stocks could benefit from breakin

tim seymour, dan nathan karen finerman and guy adami tonight on fast a roller coaster stock but one technician which way the market heads plus a trio newly public companies on the move. will the results help the once hot stocks regain glory? the desk breaks down the numbers. and eyes on jobs

sullivan in for melissa lee and your traders on the desk tonight are tim seymour, chris ver own dan nathan and joined by mike wilson morgan stanley chief equity strategist we call it six men in ties tonight on "fast money" stocks surgeon of trade break in china. s&p and nasdaq hitting all-time highs but why not more positive reaction to something we've been waiting for a linc time? plus the chips are up. semis steaming, the new records, but is there any value l

sullivan in for melissa once again your traders on this record setting boxes day edition tim seymour, dan nathan-onght on fast, amazon, amazing. we find out what is behind the post holiday surge but tim, a fast pitch on the housing related name why he thinks this stock will nail if in the new year. >> got it. >>en a return to sende

traders are steve grasso, dan nathan and gia dam uy adami tonight on "fast" shares of tesla hitting thete the company marking a major milestone in china we'll have full details ahead. >>> plus, well, wells fargo's mike mayo says we're entering, quote, a golden decade for banks. why he says the sector is in for its own roaring '20s check out this mystery chart on pace for 10

gina sanchez tony zang and dan nathan tonight on fast, the record rally comes to an end for the nasdaqin streak but will it end more than that we'll get answers about the market and the money ahead from worst to first. energy could be the standout sector into the new year and our 2020 playbook offers a scary prediction later, there's been a lot of talks about netflix being the

trade resist on the deck for the final show of the year and decade steve grasso chyron finerman dan nathanmi tonight on fast pop the bubbly because the market handed in the best year since 2013 all 11 s&p sectors inhe finishing in the green and it wasn't just in th

karen finerman, dan nathan and guy adam y with markets set another slough of record.llish man on wall street he tells us why he is so optimistic and what the biggest richlk to the market rally may be plus bogey you

brian sullivan your traders tonight on the desk are tim seymour, steve grasso, brian kelly and dan prime rib nathan a with wild ride on wall street new records all around but with the big hang-ups seemingly out of the way where does your money go from here plus the weaker retail sales number spooking bulls? but was the number as bad as some think is the american shopper alive and well we find out later. your chart of the week