101
101
Feb 8, 2018
02/18
by
CNBC
tv
eye 101
favorite 0
quote 0
i'm jon fortt alongside david faber, morgan brennan with me at post nine.o joining us this morning on set, s&p 500 global portfolio manager erin gibbs and business insider editor in chief henry blodget. carl is on his way to pong clanclan -- pyeongchang. >> he made it. >> he did? >> yes >> we have a lot to get to we're having another wild session for stocks following yesterday's action you saw the dow end in the red for the third time in four se s sessions we're down 430 on the dow. the s&p 500 is down over 1%. volatility continues erin, what's your take here? is this just going to be something we finally starting to see again in our markets that we had become perhaps unaccustom to >> yeah. for us, we're really looking at this as a full re-evaluation what's the shift how are you going to allocate between bonds and equities valuations, we came in really high at the beginning of the year and all of last year every time the markets got pushed up, we kept saying well where else are you going to put your money? that was sort of the argument. and now we're seeing
i'm jon fortt alongside david faber, morgan brennan with me at post nine.o joining us this morning on set, s&p 500 global portfolio manager erin gibbs and business insider editor in chief henry blodget. carl is on his way to pong clanclan -- pyeongchang. >> he made it. >> he did? >> yes >> we have a lot to get to we're having another wild session for stocks following yesterday's action you saw the dow end in the red for the third time in four se s sessions we're down...
98
98
Feb 20, 2018
02/18
by
CNBC
tv
eye 98
favorite 0
quote 0
david faber spoke with the lead 'soireor he gng to join us next when "squawk alley" comes right back.d ments. >>> qual co >>> qualcomm's lead director thomas horton joined david faber this morning and he's back with more on that story david? >> thanks, jon a big day for qualcomm really. this has been in the works for some time as a possibility remember, it was 16 months ago of that qualcomm announced its $110 a share all cash deal to acquire nxp. they still don't have the regulatory approvals all in place. still waiting for klichina to s on but in the intervening months and year and whatever it's been, well, nxp's business improved, the multiple for the group has gone up. and many of its shareholders have said as we reported for many months now we're not going to tender at $110. tender is the key. they need 8% of t0% of the shar be tenders to make a deal. finally qualcomm made the move and succeeded in doing, so signing up nine of the key funds that hold the bulk of the shares or at least 28% of the shares including elliott which, by the way, had previously said it saw nxp's value at
david faber spoke with the lead 'soireor he gng to join us next when "squawk alley" comes right back.d ments. >>> qual co >>> qualcomm's lead director thomas horton joined david faber this morning and he's back with more on that story david? >> thanks, jon a big day for qualcomm really. this has been in the works for some time as a possibility remember, it was 16 months ago of that qualcomm announced its $110 a share all cash deal to acquire nxp. they still...
174
174
Feb 6, 2018
02/18
by
CNBC
tv
eye 174
favorite 0
quote 0
i'm david faber along with michelle caruso cabrera.carl is on his way to pyeongchang for the olympics it's been a very interesting half hour. we came into the opening looking as though we would be down sharply. that quick le reversed now you can see we have the s&p, the dow, nasdaq all higher also interestingly, crude oil, actually commodity complex looked to be down. crude was down as much as 1% or more in the early going prior to the equities opening at 9:30 but it is also up. of course, over in europe, the declines were fairley significant playing off of our declines yesterday as i said, stocks were racing early losses this morning, after what was that 500 point plunge in the dow at the open the volatility, though, continues. and let's bring in art cashin from ubs, director of floor operations going along what you might have thought after a day like yesterday, art, or perhaps somewhat different >> no. i think it's exactly what you would be looking for the move down overnight again after an early rally attempt global market all begin
i'm david faber along with michelle caruso cabrera.carl is on his way to pyeongchang for the olympics it's been a very interesting half hour. we came into the opening looking as though we would be down sharply. that quick le reversed now you can see we have the s&p, the dow, nasdaq all higher also interestingly, crude oil, actually commodity complex looked to be down. crude was down as much as 1% or more in the early going prior to the equities opening at 9:30 but it is also up. of course,...
88
88
Feb 13, 2018
02/18
by
CNBC
tv
eye 88
favorite 0
quote 0
. ♪ >> good morning and welcome to "squawk on the street," i am david faber and jim cramer, we are livet the stock market exchange carl quintanilla is live in pyeongchang. we are looking like we are opening a negative territory, of course, after a nice move yesterday, up moving along this market if you are happy about it european market, you asked and we answered. spain and italy which we like to look at it as well one of the foreign markets the only good over night was the opening. >> i am not kidding. >> the olympics were good. >> 10-yr note yield is the focus, 2.84. more than we were yesterday. >> tomorrow is the key question. look at oil though you know stories today, we'll be the largest producer, bigger than saudi and russia. >> it is true. >> 10 million barrels a day and there is no place to put the stuff. there is not >> i know. >> the government relyinquishreg it is hard to have a lot of inflation and oil is considered one off. that's ridiculous. it is important of the whole foods chain of every aspect. what people have been saying is expensive. >> i appreciate that now, i need
. ♪ >> good morning and welcome to "squawk on the street," i am david faber and jim cramer, we are livet the stock market exchange carl quintanilla is live in pyeongchang. we are looking like we are opening a negative territory, of course, after a nice move yesterday, up moving along this market if you are happy about it european market, you asked and we answered. spain and italy which we like to look at it as well one of the foreign markets the only good over night was the...
130
130
Feb 16, 2018
02/18
by
CNBC
tv
eye 130
favorite 0
quote 0
i'm david faber with jim cramer.l quinn la is in the wtanill winter -- he's at the winter olympics in pyeongchang, south korea. been be doing an amazing job covering so many aspects of that let's take a look at futures as we wrap up this week been a good week for the markets. if you're long, the markets are rebounding dramatically from the lows that we saw made up almost 60, 70% of the losses that we saw in the s&p. european markets have also had what you might expect, a good week also. this morning no exception. green across the board ten-year yield note has been a focus. today didn't care down 2.86. there's a look at wti back above -- back above 60 solidly this morning >> yeah. >> all right let's get to our roadmap this morning. it does start with the market comeback two weeks since the selling began, and as we just said, stocks have been seeing what was one of the best weeks in years plus, well, the negotiation kind of continues broadcom's response to the meeting with qualcomm or qualcomm's response to its meeting
i'm david faber with jim cramer.l quinn la is in the wtanill winter -- he's at the winter olympics in pyeongchang, south korea. been be doing an amazing job covering so many aspects of that let's take a look at futures as we wrap up this week been a good week for the markets. if you're long, the markets are rebounding dramatically from the lows that we saw made up almost 60, 70% of the losses that we saw in the s&p. european markets have also had what you might expect, a good week also....
103
103
Feb 20, 2018
02/18
by
CNBC
tv
eye 103
favorite 0
quote 0
good tuesday morning, welcome to "squawk on the street" i am david quintanilla and melissa lee and david fabera big week of retailer, the other big story on better results. here, a gain of 10-yr yield of 29 we are going to find out what happened this quarter and the role of ecommerce is playing >> qualcomm gets a new deal. we'll give you the latest of qualcomm we'll be talking to qualcomm's lead director, tom horton and tyson foods ceo will also weigh in on chicken shortage in europe >> they are poised to open lower as we begin a holiday trading week markets rekofcovering a lot of their losses since the february 9th lows now, we got this great debate between black rock or morgan stanley whether the february sell-off was a taste for what to come or is tax cut going to help earnings in the big way. >> it was the advertiseradverti, right? >> i have been away in two weeks and my first time back a lot has happened there is sort of a rethink in terms of multiples in light of yield. today we have a situation where we got the 10-yr back approaching 3% and futures are in trouble and walmart is not hurt
good tuesday morning, welcome to "squawk on the street" i am david quintanilla and melissa lee and david fabera big week of retailer, the other big story on better results. here, a gain of 10-yr yield of 29 we are going to find out what happened this quarter and the role of ecommerce is playing >> qualcomm gets a new deal. we'll give you the latest of qualcomm we'll be talking to qualcomm's lead director, tom horton and tyson foods ceo will also weigh in on chicken shortage in...
86
86
Feb 12, 2018
02/18
by
CNBC
tv
eye 86
favorite 0
quote 0
with me at most nine, morgan brennan and david faber. carl kinqu
with me at most nine, morgan brennan and david faber. carl kinqu
87
87
Feb 7, 2018
02/18
by
CNBC
tv
eye 87
favorite 0
quote 0
. >> good morning and welcome to "squawk on the street," i am david faber along with jim cramer, we are live. carl quintanilla, they're still en route to south korea to pyeongchang. lets get to the futures, of this volatile stock markets that we have been talking about. you can see we are looking for a down open, what does it mean three minutes later, it can all chan change, which is why you have to stay with us europe has been open for some time yesterday after ours moved lower on sunday. there you see, italy is the best performer this morning the 10-yr note have been hanging around 278 and there is wti and brent is trading as it does a bit above that lets get to our road map this morning, we are going to help you make sense of what suddenly becomes these wild swings. steve wynn is out, he steps down as his role of ceo of wynn resorts. the shares of wynn are up. >> disney reports better earnings at the bell yesterday we'll hear from the ceo, offering screaming apps and particularly the espn app. >> futures are lower this morning setting the stage for what would be another volatile ride
. >> good morning and welcome to "squawk on the street," i am david faber along with jim cramer, we are live. carl quintanilla, they're still en route to south korea to pyeongchang. lets get to the futures, of this volatile stock markets that we have been talking about. you can see we are looking for a down open, what does it mean three minutes later, it can all chan change, which is why you have to stay with us europe has been open for some time yesterday after ours moved lower...
142
142
Feb 2, 2018
02/18
by
CNBC
tv
eye 142
favorite 0
quote 0
back at new york post nine is melissa lee, david faber sara is off. a full percent on the back of a couple of things, jim one is disappointment in some earnings for better or worse the other is the increasing obsession with yields now as we cross 2.8. >> yeah. we're up at ridiculous hours i had heard the ten year treasury interest rates ticked up a tad i said, this is going to be a bad day. then we come in and we obviously are more colored by apple's decline and by alphabet than we are by amazon's increase may i point out there's a frequent guest on cnbc, tony sagana he is just creating the narrative that this is really the kind of end of apple as we know it. i totally disagree with that at the same time i recognize when you have to cut numbers, you cut numbers. any number cut in this environment after we've had such a big boom is going to drive stocks lower even the great ones. >> we got a scare yesterday when the atlanta fed, which tends to run hot in the early days, takes their q1 prediction to 5.4 we haven't seen that in five years. >> right >> ho
back at new york post nine is melissa lee, david faber sara is off. a full percent on the back of a couple of things, jim one is disappointment in some earnings for better or worse the other is the increasing obsession with yields now as we cross 2.8. >> yeah. we're up at ridiculous hours i had heard the ten year treasury interest rates ticked up a tad i said, this is going to be a bad day. then we come in and we obviously are more colored by apple's decline and by alphabet than we are by...
81
81
Feb 15, 2018
02/18
by
CNBC
tv
eye 81
favorite 0
quote 0
but like david faber said this morning. when everything sounds so good -- >> right. >> -- don't you get nervous? >> i do. then you look at the middle of the ten year chart, there's a middle two or three years where this stock basically went sort of sideways. the moves only really happened in the last year and to carter's point, yes i get nervous when i wake up in the morning number one so i would be nervous about a company of this size moving to this magnitude but now you say wait a second, the street is catching up to what boeing is. it's not just a commercial airline company, not just an aerospace defense company, there are a lot of things going on here when you have that kind of cash flow, half a trillion dollar backlog and valuations that in this market are somewhat reasonable 21 times forward earnings you could see why this stock still has some runway to the upside. >> this is mr. wonderful's favorite stock. >> who is that >> o'leary dennis o'leary mr. wonderful. mr. wonderful picked it, carter, he won the stock-pickin
but like david faber said this morning. when everything sounds so good -- >> right. >> -- don't you get nervous? >> i do. then you look at the middle of the ten year chart, there's a middle two or three years where this stock basically went sort of sideways. the moves only really happened in the last year and to carter's point, yes i get nervous when i wake up in the morning number one so i would be nervous about a company of this size moving to this magnitude but now you say...
123
123
Feb 8, 2018
02/18
by
CNBC
tv
eye 123
favorite 0
quote 0
i'm jon fortt alongside david faber, morga
i'm jon fortt alongside david faber, morga
105
105
Feb 15, 2018
02/18
by
CNBC
tv
eye 105
favorite 0
quote 0
thank you very much, jim caron david faber, back to you. >> okay.e lot reava mo ahead for you on "squawk on the street." don't go away. experience lexus safety system plus standard. in the 2018 lexus es and es hybrid. lease the 2018 es 350 for $339 a month for 36 months. experience amazing at your lexus dealer. >>> welcome back i'm dominic chu. check out what's happening with stocks up this morning technology standing out as one of the best-performing sectors, up around 4% so far. among the leaders, cisco systems on earnings, trading at levels not seen since 2000 of december. you've also got salesforce, autodesk and advanced micro devices all up by around 2.5% at this point so michelle, technology's going to be a big driver in today's trade. we'll see if it sticks that way into the afternoon back to you. >> we will watch for that. thank you, dom. >>> warren buffett's longtime business partner, charlie munger, says it's time for regulators to ease up on wells fargo. he says the bank will end up "better off" as it corrects a series of mistakes in trea
thank you very much, jim caron david faber, back to you. >> okay.e lot reava mo ahead for you on "squawk on the street." don't go away. experience lexus safety system plus standard. in the 2018 lexus es and es hybrid. lease the 2018 es 350 for $339 a month for 36 months. experience amazing at your lexus dealer. >>> welcome back i'm dominic chu. check out what's happening with stocks up this morning technology standing out as one of the best-performing sectors, up around...
90
90
Feb 12, 2018
02/18
by
CNBC
tv
eye 90
favorite 0
quote 0
with me at most nine, morgan brennan and david faber.l kinquintanilla is in pyeongchang. >> we have mainlior averages pulling out of correction territory adding to friday's gains following the worst week we've seen in the markets in two years. christine lagard weighed in from the world government summit in dubai. >> you compare valuation, you know, from a week ago, there's been a market correction off anywhere of 6% to 9% which frankly given where asset prices were very high, it's in our view a welcomed correction. and we have observed suddenly despite the volatility the market channels and pipes and mechanisms have worked well. and we also see the financing is still plenty and very much available for the financing of the economy so, you know, corrections happen they were due to happen. and that's where we see it >> for more, joining us at post nine is citi's chief strategist tobias letvowich >> we have a lot ofthings happen i think the markets were ahead of the skis. it's the olympics. i have to use the winter application. but, look, th
with me at most nine, morgan brennan and david faber.l kinquintanilla is in pyeongchang. >> we have mainlior averages pulling out of correction territory adding to friday's gains following the worst week we've seen in the markets in two years. christine lagard weighed in from the world government summit in dubai. >> you compare valuation, you know, from a week ago, there's been a market correction off anywhere of 6% to 9% which frankly given where asset prices were very high, it's...
109
109
Feb 14, 2018
02/18
by
CNBC
tv
eye 109
favorite 0
quote 0
i think this is a guy for this spot i don't want to be against jim or david faber i'm willing to say i think this is an inspired pick. >> one of the things he was instrumental at as taco bill was digital mobilization something chipotle is not taking advantage of that's another area where that efficiency, even though taco bell is mostly franchise, they still have over 600 store, they're more operationally efficient. so the combination of operational efficiency and more mobilization of their digital brand is some areas the new ceo can really come in and highlight. >> target shares they're up 20% over two months. one firm says it has more room to run we're going to debate it next is our call of the day. but first, a check on the markets. before we take you to break. stocks have been b all over the place today. inflation report sending them sharply lower. around 8:30 a.m. we've recovered and then some. s&p's positive as is dow russell the big winner a game of more than 1% halftime report back after this. for your heart... your joints... or your digestion... so why wouldn't you take somet
i think this is a guy for this spot i don't want to be against jim or david faber i'm willing to say i think this is an inspired pick. >> one of the things he was instrumental at as taco bill was digital mobilization something chipotle is not taking advantage of that's another area where that efficiency, even though taco bell is mostly franchise, they still have over 600 store, they're more operationally efficient. so the combination of operational efficiency and more mobilization of...
98
98
Feb 2, 2018
02/18
by
CNBC
tv
eye 98
favorite 0
quote 0
i'm jon fortt along with david faber here at post nine.l quintanilla is cold out in minneapolis ahead of sunday's super bowl let us send it out there now to carl who has more on some big guests coming up this hour carl >> yeah, jon minus seven this morning that will wake up. but we're in a nice enclosed set here not too far from u.s. bank stadium where the big game is coming up on sunday. big hour obviously, we'll watch the markets closely. we'll check in with j.j. watt, houston texans linebacker about his being a finalist for the nfl's man of the year. also, about his guesses for the game and popularity of the nfl speaking of that, we'll check in with the chief marketing officers of pepsico north america bench and frito-lay north america about the big purchases they've made not only on halftime but the ad campaigns. the popularity of the league and how they translate that to consumers through the marketing dollars. a big show coming up >> all right carl, thank you. let's get started talking about the markets now. of course, on this jobs f
i'm jon fortt along with david faber here at post nine.l quintanilla is cold out in minneapolis ahead of sunday's super bowl let us send it out there now to carl who has more on some big guests coming up this hour carl >> yeah, jon minus seven this morning that will wake up. but we're in a nice enclosed set here not too far from u.s. bank stadium where the big game is coming up on sunday. big hour obviously, we'll watch the markets closely. we'll check in with j.j. watt, houston texans...
129
129
Feb 23, 2018
02/18
by
CNBC
tv
eye 129
favorite 0
quote 0
i'm carl quintanilla, david faber, melissa lee at the new york stock exchange. 15 points busy session as the president is about to appear at cpac. roadmap begins with the markets. dow showing early gains. all three indices on pace for third negative week in four. question is, is a turnaround in sight? >> and blackrock announcing will engage as several companies sever ties to organizations like the nra following multiple school shootings a debate on the social responsibility of ceos next. >> and finally, a big bet on pets hbe earnings, a seizure of the chinese insurer and final day at the winter olympics in pyeongchang. all those stories later this hour. >>> but we begin with the markets here the dow, s&p and nasdaq higher this morning as stocks trying to reverse course following major selloff that took place exactly three weeks ago. dow now back over the 25,000 mark after closing below it in yesterday's session while the nasdaq was trying to avoid a five-day losing streak, its longest in almost two years. for more we're joined by jim paulsen, and brian jacobsen.
i'm carl quintanilla, david faber, melissa lee at the new york stock exchange. 15 points busy session as the president is about to appear at cpac. roadmap begins with the markets. dow showing early gains. all three indices on pace for third negative week in four. question is, is a turnaround in sight? >> and blackrock announcing will engage as several companies sever ties to organizations like the nra following multiple school shootings a debate on the social responsibility of ceos next....
118
118
Feb 5, 2018
02/18
by
CNBC
tv
eye 118
favorite 0
quote 0
. >> good morning, i am carl quintanilla and david faber and cramer is on his way back from the super bowl where his eagles are finally champions. off session lows and 5% pull back from all time highs nikkei dropped 2.5 and the 10-yr got us high as 88 this morning our global map futures falling sharply picking off where friday drop off. >> we have broadcom raising that bit for qualcomm it would be the largest technology deal if it got done it is best and final and it is worth more than $121 billion in cash and stocks. shares of wells fargo sinks. stocks are on track to extend the sell off on friday if the dow falls 235 points today, that would constitute a 5% pull back on its all time high on january 26th might we know how long it has been since we gotten that 5. >> it is been the story. it is how long the streaks have been last week we got rid of two of them which is more than 60 bases point tcp fr drop of the day. it emblems of how extended the market was and everyone i think, a week ago were saying it was overdue. markets are over heated so this is how it looks and when ever that h
. >> good morning, i am carl quintanilla and david faber and cramer is on his way back from the super bowl where his eagles are finally champions. off session lows and 5% pull back from all time highs nikkei dropped 2.5 and the 10-yr got us high as 88 this morning our global map futures falling sharply picking off where friday drop off. >> we have broadcom raising that bit for qualcomm it would be the largest technology deal if it got done it is best and final and it is worth more...
113
113
Feb 9, 2018
02/18
by
CNBC
tv
eye 113
favorite 0
quote 0
david faber, b back to you >> thank you very much, mr.coming up rp, the strategist with the highest on the market we're going to get his take next stay with us >>> welcome back market volatility continues. for more, let's bring in keith parker who has the highest s&p target on the street and charles, head of investment group of ariel investments keith, what we've seen in the past week and a half, are you sticking by that s&p target? >> we see the, what's transpired over the last week is quite extraordinary. we have the rise in rates, which helped drive a surge in the vix. some passive selling, which was driven quite a bit of volatility over the past week and you know, price to earnings multiples, which have shifted down by two times asd up modestly at these level, we see a buying opportunity. data remains strong and you're get k equity now at a two times discount to what they were just a week and a half ago. >> and charles, looking at interest rates and sort of the pretty dramatic move we've seen in recent weeks. the fact this seemed on t
david faber, b back to you >> thank you very much, mr.coming up rp, the strategist with the highest on the market we're going to get his take next stay with us >>> welcome back market volatility continues. for more, let's bring in keith parker who has the highest s&p target on the street and charles, head of investment group of ariel investments keith, what we've seen in the past week and a half, are you sticking by that s&p target? >> we see the, what's transpired...
66
66
Feb 6, 2018
02/18
by
CNBC
tv
eye 66
favorite 0
quote 0
with me at post nine, david faber. >> we're closely tracking this market of course this morning given the major volatility we've seen the dow and s&p 500 trying to bounce back from the worst day we had seen since 2011 and we've been all over the map this morning s&p 500 had been up more than 1% at one point but backing off of those highs of course, we came into the morning with the dow futures down as much as over 500 points. but that was quickly erased in the very first minutes of trading. let's get to our bob pisani on the floor for what is behind the wild swings and what we may expect the rest of the day >> it's been a wild, even today, just the last couple hours, let's take a look at the s&p 500. we moved in a 55 point range in the s&p 500. you don't see that veven very often if you're looking for a trend, forget about it. the volume is titanic. we rarely see this kind of moves. just look at the major etfs, the big three, 130% at 11:00 a.m. after an hour and a half it's 130% of the full day volume we'll do 400, 500% of the normal volume a lot of people are moving a lot of money ar
with me at post nine, david faber. >> we're closely tracking this market of course this morning given the major volatility we've seen the dow and s&p 500 trying to bounce back from the worst day we had seen since 2011 and we've been all over the map this morning s&p 500 had been up more than 1% at one point but backing off of those highs of course, we came into the morning with the dow futures down as much as over 500 points. but that was quickly erased in the very first minutes...
75
75
Feb 28, 2018
02/18
by
CNBC
tv
eye 75
favorite 0
quote 0
we don't know if there's another activist involved here as some are suspecting including our own david faber, that maybe there is so you've got to pay attention to that in the coming days leslie, back to ackman for a second because there's another bit of news i wanted to report as well. on a day where herbalife announces a plan for a stock split, name change of the company, i can report that bill ackman is now basically all gone from herbalife that he had converted his position into puts sometime back in the fall 2017, but now his position is unwound u. is how he put it to me that those puts have been unwound. so wondering what your reaction to that bit of news is on a day where shares hit a record high, certainly a new 52-week high today on these initiatives >> he's written a lot about the financial engineers and the challenges that that has caused him with his short position and kind of use that as a way to explain why he was converting to the put position, so it seemed to me at that time that he was on that path to unwinding his position at some point when it became tenable for him to do
we don't know if there's another activist involved here as some are suspecting including our own david faber, that maybe there is so you've got to pay attention to that in the coming days leslie, back to ackman for a second because there's another bit of news i wanted to report as well. on a day where herbalife announces a plan for a stock split, name change of the company, i can report that bill ackman is now basically all gone from herbalife that he had converted his position into puts...
91
91
Feb 21, 2018
02/18
by
CNBC
tv
eye 91
favorite 0
quote 0
i'm carl quintanilla along with david faber and michelle caruso-cabrera cramer is off today.teady premarket after the dow's tumble yesterday there's a lot headed our way including fed minutes from yellen's final meeting and more. the road map begins with wall street on fed watch. investors await hichbt it hintsr hawkish play >> apple reportedly moving to buy cobalt directly from miners. >> and amazon gets healthy in a potential challenge to pharmacy retailers. they are launching their own line of over-the-counter health products >> the dow and the s&p ended a six-secon si six-session win streak on tuesday. this afternoon, the fed minute . will be released these are the minutes from yellen's last meeting. >> may be hard to know from the last minutes, they were before the selloff, before the spike in yields so you don't get a real assessment so also before the big spending plan, the 300 billion. but it is after the tax cut. the first time we see the minutes after the tax cut to see how they think that will ripple through the economy. >> multiples pretty much peaked around the t
i'm carl quintanilla along with david faber and michelle caruso-cabrera cramer is off today.teady premarket after the dow's tumble yesterday there's a lot headed our way including fed minutes from yellen's final meeting and more. the road map begins with wall street on fed watch. investors await hichbt it hintsr hawkish play >> apple reportedly moving to buy cobalt directly from miners. >> and amazon gets healthy in a potential challenge to pharmacy retailers. they are launching...
101
101
Feb 14, 2018
02/18
by
CNBC
tv
eye 101
favorite 0
quote 0
tomorrow "squawk on the street" is next ♪ >>> good morning and welcome to "squawk on the street," i am david faberlong with jim cramer and parol quintanilcarl h korea with the olympics, carl quintanilla. the numbers at least if you are long this market, it looks a lot worse. >> futures already coming back lets take a look and see how the markets in that part of the world. you can see a mix picture and generally not bad at all our 10-yr note year is moving higher >> that's stagflation. give me a stagflation guess and tell me it is the end of the world. crude continues to sell off a little bit lets get to our road map this morning. it does start with rates shock the question of course is it going to prompt the feds to raise rates at a faster pace the report says futures are at a lower market that'll be three straight days' gains right new. how about this >> taco bell turn around the core rate minus food and energy rose 3% that's the biggest increase in a year data shows retail sales fell unexpectedly in january. they were down .3% and that's the biggest pull back we have seen in 11 months. all of wh
tomorrow "squawk on the street" is next ♪ >>> good morning and welcome to "squawk on the street," i am david faberlong with jim cramer and parol quintanilcarl h korea with the olympics, carl quintanilla. the numbers at least if you are long this market, it looks a lot worse. >> futures already coming back lets take a look and see how the markets in that part of the world. you can see a mix picture and generally not bad at all our 10-yr note year is moving...
100
100
Feb 27, 2018
02/18
by
CNBC
tv
eye 100
favorite 0
quote 0
. >> all right, david, thank you david faber. >> so, what does this all mean for fox and for disney anddy else out there? do they fold and walk away from the table? a lot of questions here. let's bring in marcie, media analyst at wells fargo securities if i have butchered your last name, i apologize. i did, thank you very much i'm going to say it until it's right. let's talk about this deal first off, how surprised are you that comcast, our parent company, is going after sky, a satellite company, where, by the way, on the conference call this morning, comcast apparently never mentioned the word satellite because satellite is kind of old school >> i think initially this morning we were surprised. i think the market is still digesting the news if you go back to some of comcast's commentary, nbc's commentary over the last year, they have been looking for a way to enter into international territory. this is a good way i would completely disagree with the characterization that comcast is doing this to break up the fox disney deal i absolutely do not think that's the case i think they're very
. >> all right, david, thank you david faber. >> so, what does this all mean for fox and for disney anddy else out there? do they fold and walk away from the table? a lot of questions here. let's bring in marcie, media analyst at wells fargo securities if i have butchered your last name, i apologize. i did, thank you very much i'm going to say it until it's right. let's talk about this deal first off, how surprised are you that comcast, our parent company, is going after sky, a...
102
102
Feb 1, 2018
02/18
by
CNBC
tv
eye 102
favorite 0
quote 0
next time we're going to dig deeper david faber, back to you >> okay. thank you, mr. santelli.e viewers on qualcomm this morning and the on going battle against that offer from broadcom. qual co qualcomm shares are down. that does seem to be pressuring shares of qualcomm right now overall, potential weakness it seems to a certain extent in the ecosystem surrounding the sale of wireless devices. speaking to people close to broadcom, what i'm picking up from them when is when they look at the number and guidance from qualcomm in light of that $7.50 number that qualcomm came out with saying they could achieve in fiscal year '19 they're concerned. he said we don't see that is a real possibility, particularly given the numbers. now whether that actually plays through, no. i mean, they still are expected to raise their bid for qualcomm. and that continues to be what i am hearing that would happen in the short term but perhaps they will take into effect and account for diminished earnings near term for the company and their continued belief that qualcomm won't be able to reach those n
next time we're going to dig deeper david faber, back to you >> okay. thank you, mr. santelli.e viewers on qualcomm this morning and the on going battle against that offer from broadcom. qual co qualcomm shares are down. that does seem to be pressuring shares of qualcomm right now overall, potential weakness it seems to a certain extent in the ecosystem surrounding the sale of wireless devices. speaking to people close to broadcom, what i'm picking up from them when is when they look at...
105
105
Feb 28, 2018
02/18
by
CNBC
tv
eye 105
favorite 0
quote 0
i'm carl quintanilla with morgan brennan, david faber at post nine of the new york stock exchange sarah'say. market trying to get back about half of what it lost yesterday dow up 154 as we react to palace testimony, of course final day of the month we do have economic data crossing the tape, and for that we'll get to diana olick for some numbers good morning, diana. >> good morning, carl. a big miss on pending home sales down 4.7% in january compared to december, down 3.8% from last january. remember, this number represents signed contracts, not closings so people out shopping in january when mortgage rates jumped higher. you may recall sales of newly built homes also fell in january. realtors blaming squarely on the critical shortage of homes for sale, inventory of homes for sale dropped nearly 10% annually to the lowest level on record. add that big jump in mortgage rates, the 30-year fix now more than half a percentage point higher than on january 1, still gaining. realtors are still reporting strong buyer traffic but clearly fewer buyers are able to find what they can afford regionall
i'm carl quintanilla with morgan brennan, david faber at post nine of the new york stock exchange sarah'say. market trying to get back about half of what it lost yesterday dow up 154 as we react to palace testimony, of course final day of the month we do have economic data crossing the tape, and for that we'll get to diana olick for some numbers good morning, diana. >> good morning, carl. a big miss on pending home sales down 4.7% in january compared to december, down 3.8% from last...
146
146
Feb 22, 2018
02/18
by
CNBC
tv
eye 146
favorite 0
quote 0
i'm carl quintanilla with melissa lee and david faber.ts hanging in there a gain of about 134 as we're seeing action in a bunch of consumer names stocks surging higher as fed fears dissipate. the fomc giving the green light for more rate hikes to come. >> and shares of roku are down sharply this morning the company did beat on earnings, but it missed its forecast we're going to speak with roku ceo anthony wood in a little bit >> plus, tech's millennial problem. new data showing a drop in users on facebook. we'll dig through the report with its author and find out what it means for others >> for more on the markets, joining us this morning, wells fargo senior global equity strategist good to see you both scott, i'll begin with you how much of this dance around the prospect of 3% is deserved and how much is overreaction >> i think really, carl, we're not looking for interest rates to move all that much higher we're not looking for inflation to move that much higher i think wage gains will be a little higher than they are. i think the fed wi
i'm carl quintanilla with melissa lee and david faber.ts hanging in there a gain of about 134 as we're seeing action in a bunch of consumer names stocks surging higher as fed fears dissipate. the fomc giving the green light for more rate hikes to come. >> and shares of roku are down sharply this morning the company did beat on earnings, but it missed its forecast we're going to speak with roku ceo anthony wood in a little bit >> plus, tech's millennial problem. new data showing a...
247
247
Feb 9, 2018
02/18
by
CNBC
tv
eye 247
favorite 0
quote 1
." >> good morning welcome to "squawk on the street," i am david faber along with jim cramer carl quintanilla is in the winter limbiolympics or at the e olympics we'll hear from him momentarily. this morning lets give you a look at futures as we always do. it is more important this morning, frankly how we set up in the morning does not have a great deal of how we close you were paula ebbeuropean marke all in the red though. the german dax is down about 10% and so is our s&p 500, the 10-yr note yield, that's a cheap culprit. rates have been backup yesterday. we are right around 2.84 it is the expectations of higher rates to a certain extent. the prospect of inflation has caught the attention of investor over the last ten-trading days and resulted in a significant decline for the s&p 500. lets ged t to our road map this morning. the dow facing its worst week and s&p 500 worst week since 2011 you just saw stock futures are pointing to a rebound. it would be the largest tech opposition until it is or it is not. qualcomm officially rejects broadcom's buy offer they're going to meet. jim and i will
." >> good morning welcome to "squawk on the street," i am david faber along with jim cramer carl quintanilla is in the winter limbiolympics or at the e olympics we'll hear from him momentarily. this morning lets give you a look at futures as we always do. it is more important this morning, frankly how we set up in the morning does not have a great deal of how we close you were paula ebbeuropean marke all in the red though. the german dax is down about 10% and so is our...
265
265
Feb 15, 2018
02/18
by
CNBC
tv
eye 265
favorite 0
quote 0
i'm david faber along with jim cramer carl quintanilla is at the winter olympics in pyeongchang we haventerviews ceo of dow components boeing, dennis mulen berg and chuck robbins as well. earnings news released after the bell yesterday let's give a look at
i'm david faber along with jim cramer carl quintanilla is at the winter olympics in pyeongchang we haventerviews ceo of dow components boeing, dennis mulen berg and chuck robbins as well. earnings news released after the bell yesterday let's give a look at
143
143
Feb 8, 2018
02/18
by
CNBC
tv
eye 143
favorite 0
quote 0
. >> i mean, this is what david faber was talking about earlier this week, uphill battle for qualcomm in this one both the shares -- this is extended hours trade -- qualcomm up 1.5%, broadcom up fractionally courtney reagan with fireeye. >> they are hanging onto gains reporting fourth quarter earnings of one penny but a loss had been expected. that was a beat. revenue coming in stronger than expected at $202 million the street was looking for $193 million. that revenue number is up 10% year over year the ceo noting both year over year and sequential growth in every major product growth and geographic region, calling it a record number of transactions closed for over $1 million if you're looking at the guidance going forward for the full year, very strong guidance for both earnings and revenues for fireeye. you can see that shares are up about 12% in the after hours after finishing up just ever so slightly during regular trade today, bill, in that downmarket. back over to you. >> thank you, courtney technology >> well, this is not one i'm involved in. i'm actually playing cisco for the
. >> i mean, this is what david faber was talking about earlier this week, uphill battle for qualcomm in this one both the shares -- this is extended hours trade -- qualcomm up 1.5%, broadcom up fractionally courtney reagan with fireeye. >> they are hanging onto gains reporting fourth quarter earnings of one penny but a loss had been expected. that was a beat. revenue coming in stronger than expected at $202 million the street was looking for $193 million. that revenue number is up...
138
138
Feb 8, 2018
02/18
by
CNBC
tv
eye 138
favorite 0
quote 0
. ♪ >>> good morning, i'm david faber, along with jim cramer carl quintanilla is on assignment, he made olympics in pyeongchang he's not in the olympics but in south korea and will join us tomorrow ahead of the opening ceremonies very exciting. >> it is exciting. it is. >> i didn't get the
. ♪ >>> good morning, i'm david faber, along with jim cramer carl quintanilla is on assignment, he made olympics in pyeongchang he's not in the olympics but in south korea and will join us tomorrow ahead of the opening ceremonies very exciting. >> it is exciting. it is. >> i didn't get the
189
189
Feb 9, 2018
02/18
by
CNBC
tv
eye 189
favorite 0
quote 0
." >> good morning welcome to "squawk on the street," i am david faber along with jim cramer carl quintanillas or at the e olympics we'll hear from him momentarily. this morning lets give you a look at futures as we always do. it is more important this morning, frankly how we set up in the morning does not have a great deal of how we close you were paula ebbeuropean marke all in the red though.
." >> good morning welcome to "squawk on the street," i am david faber along with jim cramer carl quintanillas or at the e olympics we'll hear from him momentarily. this morning lets give you a look at futures as we always do. it is more important this morning, frankly how we set up in the morning does not have a great deal of how we close you were paula ebbeuropean marke all in the red though.
147
147
Feb 27, 2018
02/18
by
CNBC
tv
eye 147
favorite 0
quote 0
refer to moffett, but i think i will defer to the man to my left in six minutes because i think david faberore than mr. moffett >> moffett says satellite business is not a good business. long term. >> well, you know, i disagree. i think population growth is what drives viewing. we don't have any, they do >> jim, real quick, starbucks just saying there is an abundance of store fronts empty. this is great news for starbucks because the future of our economics is going to go down. this is not a cyclical change in our occupancy expenses but a permanent one. what do you make of that >> we have talked about that together and i think it absolutely is. there's a break in the pricing coming into the real estate investment trust that's what he's referring to. they will be able to get bargains and i think that howard's whole theory is finally coming down as a good one and i know when i talk with the company, it is very clear what they needed is breaks in leases. they need lower prices it's coming. howard's onto something. he's always been ahead of the game i love this thinking about it. i think he's a
refer to moffett, but i think i will defer to the man to my left in six minutes because i think david faberore than mr. moffett >> moffett says satellite business is not a good business. long term. >> well, you know, i disagree. i think population growth is what drives viewing. we don't have any, they do >> jim, real quick, starbucks just saying there is an abundance of store fronts empty. this is great news for starbucks because the future of our economics is going to go...
160
160
Feb 16, 2018
02/18
by
CNBC
tv
eye 160
favorite 0
quote 0
i'm david faber with jim cramer.at the winter olympics in pyeongchang, south korea. been be doing an amazing job covering so many aspects of that let's take a look at
i'm david faber with jim cramer.at the winter olympics in pyeongchang, south korea. been be doing an amazing job covering so many aspects of that let's take a look at
233
233
Feb 14, 2018
02/18
by
CNBC
tv
eye 233
favorite 0
quote 0
tomorrow "squawk on the street" is next ♪ >>> good morning and welcome to "squawk on the street," i am david faber if you are long this market, it looks a lot worse. >> futures already coming back lets take a look and see how the markets in that part of th
tomorrow "squawk on the street" is next ♪ >>> good morning and welcome to "squawk on the street," i am david faber if you are long this market, it looks a lot worse. >> futures already coming back lets take a look and see how the markets in that part of th
166
166
Feb 20, 2018
02/18
by
CNBC
tv
eye 166
favorite 0
quote 0
good tuesday morning, welcome to "squawk on the street" i am david quintanilla and melissa lee and david faberbig story on better results.
good tuesday morning, welcome to "squawk on the street" i am david quintanilla and melissa lee and david faberbig story on better results.
124
124
Feb 21, 2018
02/18
by
CNBC
tv
eye 124
favorite 0
quote 0
i'm carl quintanilla along with david faber and michelle caruso-cabrera cramer is off today.here's a lot headed our way including fed minutes from yellen's final meeting and more. the road map begins with wall street on fed watch.
i'm carl quintanilla along with david faber and michelle caruso-cabrera cramer is off today.here's a lot headed our way including fed minutes from yellen's final meeting and more. the road map begins with wall street on fed watch.
87
87
Feb 13, 2018
02/18
by
CNBC
tv
eye 87
favorite 0
quote 0
. ♪ >> good morning and welcome to "squawk on the street," i am david faber and jim cramer, we are liveanilla is live in pyeongchang. we are looking like we are opening a nega
. ♪ >> good morning and welcome to "squawk on the street," i am david faber and jim cramer, we are liveanilla is live in pyeongchang. we are looking like we are opening a nega
167
167
Feb 5, 2018
02/18
by
CNBC
tv
eye 167
favorite 0
quote 0
. >> good morning, i am carl quintanilla and david faber and cramer is on his way back from the superoff session lows and 5% pull back from all time highs nikkei dropped 2.5
. >> good morning, i am carl quintanilla and david faber and cramer is on his way back from the superoff session lows and 5% pull back from all time highs nikkei dropped 2.5
207
207
Feb 12, 2018
02/18
by
CNBC
tv
eye 207
favorite 0
quote 0
squawk on the street" begins right now ♪ >> good morning, welcome to "squawk on the street," i am david faberanilla is with us at the winter olympics in pyeongchang moments from now, broadcom's ceo, hock tan is going
squawk on the street" begins right now ♪ >> good morning, welcome to "squawk on the street," i am david faberanilla is with us at the winter olympics in pyeongchang moments from now, broadcom's ceo, hock tan is going
164
164
Feb 7, 2018
02/18
by
CNBC
tv
eye 164
favorite 0
quote 0
. >> good morning and welcome to "squawk on the street," i am david faber along with jim cramer, we arere still en route to south korea to pyeongchang. lets get to the futures, of this volatile stock markets that we have been talking about. you can see we are looking for a down open, what does it mean three minutes later,
. >> good morning and welcome to "squawk on the street," i am david faber along with jim cramer, we arere still en route to south korea to pyeongchang. lets get to the futures, of this volatile stock markets that we have been talking about. you can see we are looking for a down open, what does it mean three minutes later,
214
214
Feb 6, 2018
02/18
by
CNBC
tv
eye 214
favorite 0
quote 0
i am carl quintanilla and david faber and jim cramer he's on a project to south korea for the olympics long trip. >> of course, coming off a very poor day if you were sht
i am carl quintanilla and david faber and jim cramer he's on a project to south korea for the olympics long trip. >> of course, coming off a very poor day if you were sht
230
230
Feb 26, 2018
02/18
by
CNBC
tv
eye 230
favorite 0
quote 0
. >> how many tweets would i -- >> remember when we almost took over david's david faber had been left scared i got so scared thinking about the things that i could send out that i -- and then i'd get fired. first he would look like -- then i got so nervous about it i logged it out. i didn't want it there because it's so dangerous. >> david didn't know we almost did that. >> the thought police that are on twitter you can retweet something inadvertently and if it comes from some like crazy or something, then it's suddenly your -- you're tarnished the whole thing is dangerous the whole thing makes me nervous, becky, it just does you know what i mean it's just better to not do it, you know >> agree. >> warren, don't ever twi. don't ever tweet while intoxicated. that is immediate grounds for -- >> oh. >> twi. >> drink. >> you can get a twi don't do that. >> right right. okay let's make a little bit of a turn here and get into another discussion with warren buffet. >> let's talk while intoxicated. >> we get ourselves in enough trouble with the coffee and the coke -- coca-cola i should say w
. >> how many tweets would i -- >> remember when we almost took over david's david faber had been left scared i got so scared thinking about the things that i could send out that i -- and then i'd get fired. first he would look like -- then i got so nervous about it i logged it out. i didn't want it there because it's so dangerous. >> david didn't know we almost did that. >> the thought police that are on twitter you can retweet something inadvertently and if it comes...
181
181
Feb 2, 2018
02/18
by
CNBC
tv
eye 181
favorite 0
quote 0
sports ♪ >>> good morning, welcome to "squawk on the street," i am carl quintanilla with jim cramer, david fabernyc, we are in minneapolis >> good morning guys, nice to see you, you do see we are down on the majorve
sports ♪ >>> good morning, welcome to "squawk on the street," i am carl quintanilla with jim cramer, david fabernyc, we are in minneapolis >> good morning guys, nice to see you, you do see we are down on the majorve