j.b. hunt one of the nation's largest trucking companies. brown shoots abound. i can include two order-related names, carmax the used car dealer, which blew up when it reported and snap-on tools, the reliable specialty tool company that sells to individual auto repair shops that lost an astounding 7.6% of its value on a rare earnings miss >> the house of pain but we don't have a lot of blowups in the morning so buyers think the coast is clear on most days it isn't there's no coast is clear because we aren't trading on earnings right now we're trading on fear. and fear does not lead to great closes third not all stocks are created equal. we used to have leaders and the leaders are failing us the biggest failure, tesla which is going down relentlessly in a totally scary pattern >> the house of pain how much will tesla lose this quarter? that's the common refrain. how about the pivot to robotaxi? hertz tried that with tesla and that failed. why would that be better for tesla? the country's not rea

. >>> up next, shares of j.b hunt under pressure after the trucking firm missed estimates for the firste to weaker demand this is an ugly stock char here scott, what's your trade >> unfortunately, j.b. hunt is sell they were tagged with travellers as the worst name in the s & p for the day. they are at a 1.52 versus 1.80 estimate and 1.89 a year ago rates received have collapse for trucking companies, down 2.5% year to date. so rev now is falling as diese prices increase by 3.5%. they are still struggling to find drivers forward pe now 23.5. this is not a bargain by any measure. and investors don't have to be along for the ride in a spac that is really tough right now >>> let's move on to uniated airlines which is soaring. carrier forecast stronger than expected earnings and issues a boeing will not caus significant losses your take on ual >> ual is a buy even though it is the best performer in the s & p today, up 16%, just a fe moments ago. you pointed out the forwar guidance they are guiding full year eps to be between $9 and $11 a share. the mid point of that is above consensus estim

that is exactly what those j.b. hunt earnings are telling you. whole lot. i hope someone is paying attention. i'm glad you are. that you take the time to explain this stuff to us. danielle, thank you very much. >> thank you, charles. charles: folks, where do you go to invest when inflation is accelerating? everyone kind of agrees that is happening. very few tell you how to take advantage of it. dan suzuki, bernstein fame. he has some ideas that you want to happy right after this. ♪ it's odd how in an instant things can transform. slipping out of balance into freefall. (the stock market is now down 23%). this is happening people. where there are so few certainties... (laughing) look around you. you deserve to know. as we navigate a future unknown. i'm glad i found stability amidst it all. gold. standing the test of time. business. it's not a nine-to-five proposition. it's all day and into the night. it's all the things that keep this world turning. it's the go-tos that keep us going. the places we cheer. trust. hang out. and check in. they all cho

i don't know if it's nice on behalf of 1kwr6789 b -- j.b. hunt, but they said people are spending on experiences, not so much on goods. that's why their numbers haven't been wonderful. isn't this just obvious, go invest in companies that give experiences like the airlines? >> and pay a dividend. it's really that simple. you've got undervalued prices, undervalued stocks that pay a nice dave dividend in the -- dividend in the service sector, airlines especially you can do really well and some insurance companies who didn't get hurt, you want to be a place where people east really need or really want to be, and to me that's a great opportunity. is and, by the way, you mentioned the bond market, i still bet you a buck it beats the stock market this year. as soon as we get past this nonsense of the election cycle, poor earning, we really see a reduction in interest rates, there's a hint that the fed's going to cut, the bond market changes course. buying -- bonds yields at 4.5, if we end up at 3.75 this time next year, you'll is a guy significant ganti

bancorp under pressure cutting net interest income guidance for the year and shares of j.b. huntg after its big earnings miss and demand for its domesticfreight transportation service was softer than expected and trucking volumes fell, as well, more on that ahead. guys, the story that everybody is talking about this morning in macro is the comments that we got from fed chairman powell yesterday afternoon and how differently he sounded than he has recently. have a listen. >> the recent data have clearly not given us greater confidence and instead indicate that it's likely to take longer than expected to achieve that confidence. >> my take on this one, guys, powell just marked to market where the market was in terms of expectations that the recent data, i.e., inflation, have not given him and the fed enough evidence and confidence that inflation is moving down to their 2% target. remember, he kind of brushed off january, february, but after another month of march and we've heard this from other fed officials and have seen it in the rates move, the thinking was fewer rate hikes, few

j.b. huntic, with a disappointing number and carmax. maybe things more balanced and march was bad. >> brown chutes between them and apple belt and road, you are on fire this week putting themes into short phrases. >> just a second i just got my top for "mad money. i will be back, of course, tonight. >> safe travels. see you soon when we return the ceo of csx on ony.atn d e flioanth ecom hinrichs. >>> good thursday morning. welcome to another hour of "squawk on the street. i'm sara eisen with carl quintanilla and david faber, live as always from post nine of the new york stock exchange. take a look at stocks. we've had four days of losses. we started strong, though, before in the week the nasdaq is down for the day 0.2% the s&p also barely positive and the dow up almost 200 points take be a look at treasuries right now. firmer economic data has led to more selling in treasuries with yields elevated. the 10-year note yield 4.629 the 2-year under 5%. we're 30 minutes into the trading session, thre