we had stephanie link and tiffany mcghee and bill baruch and now jeff kilburg here.morning. good to see you. >> great to see you, frank. >> jeff, your pick has had a big run up in recent days. shares are up over 13%. it's oracle. my first question for you, do you think all of the gains are already priced in? oracle had bullish things to say on investor day. what's left for this stock? >> i think there's a lot left for the stock, frank. if you look at oracle, you know i get apprehensive on the mag seven. oracle is not in the mag seven or in the top 25. it's 26. i think the a.i. theme is just coming into the data base king. when you look at the data base giant, it has the ability with the rumor that openai may be partnering with the infrastructure for the cloud. i think oracle has more room to run despite the new all-time high. i think this is just getting warmed up and has the ability as anything a.i. has gone up. this has gone under the radar. we have owned it in our portfolio for the last two years. people and investors are realizing the value of the hidden gem. >>

joining us now with the trade in the recent why is jeff kilburg of kkm financial. a cnbc contributor. jeff, thank you for being with us right now. a notched record for the s&p 500. notched record for the dow industrials today. we're 2 % or less than away from the all-time highs in the nasdaq composite. this doesn't feel like an environment we should be taking profits. momentum is to the upside. why are you cautious? >> well, it feels like a little heavy to one side of the boat, dom, and that's why i want to utilize a nasdaq future to book the profits. to hedge. if you look at the nasdaq future, i think there is an opportunity to sell right here. i think it is fascinating. if you can sell at 20,450 in the contract, yes, i am risking. my stock is at the all-time high, about 400 points higher. but i'm looking for a 4% drop. it sounds significant. this is a little different than usual, dom. this is a trade but also a long-term view. we've seen elevation in all u.s. equities and it's in the face of higher ten-year notes, higher vicks, see the elevation over 20? this is

so to be determined. >> thank you, jeff kilburg. tyler is getting ready for "power lunch." him on the other side of this break. (man) look at this silly little sailboat... these men of means with their silver spoons, eating up the financial favors of the 1%. what would become of them when they discover robinhood gold allows others to earn their very liberal rates on idle cash, unlimited deposit bonuses and handsome retirement matching? they would descend into chaos. merciless chaos. 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 a

. >> that was jeff kilburg yesterday making the case for oracle as best stock ideas for q4.osing out the week. that stock up almost 30% this year. >>> welcome back to "worldwide exchange." happy friday. aim h i'm frank holland. the s&p is down fractionally. the dow would open 70 points lower now. the down side moves accelerating for the blue chip index. we're watching shares of tesla this morning after the company's big unveil of the cybercab. look right here at this chart. investors clearly not that impressed. the stock falling 5.5%. barely off the lows of earlier today. we just had a guest on a short time ago what he saw from the presentation did not bolster the argument that tesla is a tech company opposed to an auto company: we want to look at the stocks. jim cramer highlighted this yesterday. by the way, belated two-year birthday for the bull market yesterday. the nvidia shares up 1 thouaurk 1,000 in last two years. you have to see the page where cramer would put money in today. jpmorgan and wells fargo and blackrock reporting. jpmorgan chase down fractionally. blackroc

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