following that better than expected cpi the investment committee on where your money can go from here josh brown, stephanie link, jim lebenthal, rob sechan. about 400 for the dow, the s&p is above 4100. the nasdaq up better than 2% rates are falling. 445 the ten-year note yield. jim lebenthal -- >> scott wapner. >> -- you deserve the ball first. your year-end target is 4450 and we're above that now what >> the target is under review. not only is it six weeks away, but the internals matter here. i might keep the target the same place but underneath that you can look at the cyclicals, what they're doing today, the value stocks, they have a lot more room to run. let me make this point and make it loudly. everybody who for the last year and a half has been calling an end to this economic cycle is flat out wrong, okay, and it's time to admit that the fed is done. you can look at that in the fed fund futures market you can see they're pricing in cuts you can look at the strength of the labor market look at where the atlanta fed gdp is this cycle is not done, folks, and will continue to expand as the f

we will discuss and debate with the investment committee joining me for the hour, josh brown, liz young, jenny harrington. we'll take you to the markets. we're coming off the third straight positive week the russell, take a look at the russell, up again after 5% yields are stable, and we have a pickup overall in the market as we come on the air today josh brown, i'll go to you first. i've got apple above 190, above 191. do you know the 52-week high is $198 we're looking at $169 recently we'll get to the microsoft news, of course, in just a moment. but your commentary on the market as we begin a new week? >> look, i think it's back to what a lot of us have been talking about, which is, yes, it's really nice to have participation, it's really nice when the internals repair themselves, when the equal weight s&p starts to gain some ground back. of course we would love to see small caps rally, et cetera, et cetera but in the end, if you're a portfolio manager and the benchmark, you live and die based on every quarter is the s&p 500, it's going to be whether or not apple, microsoft, nvidia, t

josh brown? >> another one of my losers this year was carlisle.o who is highly respected. i'm hoping for a better 2024. >> okay. jimmy, all in, farmer jim. jimmy on the farm. >> we talked about it earlier. boeing is my final trade. you have to respect the momentum coming back from a very oversold position here. >> you have a lot of brush to clear on the show today. feeling all right? >> i had to clear the brush. i cleared the brush. i'm fine. >> what do you got? >> consumer staples. we do think that the consumer will continue to be under pressure and be thoughtful about their basket. but there is the opportunity for better margins. >> and halliburton, down 5% year to date. i think the margins have been expanding. >> you tell us if you add that, okay. i'll see you on "closing bell." "the exchange" is now. ♪ ♪ >>> thank you, scott. welcome to "the exchange." i'm kelly evans. here's what's ahead. bond yields are moving decidedly lower today, decemberspite a mi bag. but a key indicator held at hard landing levels. and the richmond fed survey reported

for that stock and for the tech trade at-large the investment committee on the case joining me josh brown, stephanie link, amy raskin, jim lebenthal. a lot of nvidia shareholders today, which is a great thing. let's check the markets. we're in the red we've had this winning streak for five days in a row for the nasdaq, look at the 10-year note, 4.40 josh, let's start with you you are the nvidia person for the longest time what's at stake tonight, do you think? >> i think they're going to have to talk a lot about supply chain and whether or not they can deliver to meet demand that's probably the biggest story. the expectation here is pretty cut and dry. it's $3.26 a share on earnings in $16 billion in revenue. if they hit that $16 billion number, that's 170% year over year growth. that is just ridiculous for a trillion dollar market cap company to put up a number like that they also unveiled the h-200, which was last week. this is the new gpu that's designed for training and deploying ai it's a big upgrade for them. the h100 is the chip that openai used initially to train chatgpt for. so t

also josh brown, jenny harrington, jim lebenthal. the dow is good for about 286. the nasdaq is having a rough day. the s&p is virtually flat, down a fifth of a percent. josh, to you. you have yields up slightly today. you had chicago pmi was a huge beat. >> yeah. >> pple talking about goldilocks again. pce was in line, strong growth, falling inflation, all good for investors here? >> look, core pce, 2%. the average over the last six months is 2.5% i just gave that you one data point, and then i asked you what's the fed's next move if it's not holding tight, you know it's aut. just a matter of when because you're pbably not going to get the acceleration in inflation at any point. so why are we at 5%, 5.5% in that environment? we general don't have to be. there's no need to stimulate because the jobs market is incredible right now. anyone that wants to work can work. there are still raises everywhere within the economy, so that aspect, i thin is gold goldilocks-esque. i wouldn't say exaly goldilocks. the story today is not the economy. it's stocks. salesforce.com is

we will discuss and debate with the investment committee joining me for the hour, josh brown, liz younggton. we'll take you to the markets. we're coming off the third straight positive week the russell, take a look at the russell, up again after 5% yields are stable, and we have a pickup overall in the market as we come on the air today josh brown, i'll go to you first. i've got apple above 190, ab

it's good for them. >> josh brown? >> for better or worse.rnings long apple. wish me luck. >> i'll see you on "closing bell." "the exchange" is now. ♪ ♪ >> thank you very much, scott. welcome to "the exchange," everyone. i'm kelly evans, and we have a huge move today, as markets think the fed might be hiking rates. yesterday, mark zandi called the housing market the biggest casualty of higher rates. >>> plus, drugmakers can't make the weight loss drugs fast enough. there's one company our analyst is especially bullish on. he's here with a name and how much upside he sees ahead. >>> is the

josh brown sitting next to me. has to advise his clients on the best strategies. >> thank you for your commentary today. i appreciate it. wanted to ask you, given that in the post pandemic period so many surprising things have happened, so many outcomes that nobody could have predicted, because of unique this environment is, what if higher for longer ends up serving actually as stimulus for the 20% of wealthy households that are now earning tons of on their cash, don't care what a mortgage rate is because they own their home, is that a situation where the wealthy continue to spend, thereby negating what would normally happen for higher for longer and one other thing to throw into the mix, if unemployment rate starts to climb as you suggest, couldn't that also perversely be stimulative? think about how great that would be for all of the employers who have been dying based on all of these salary increases and minimum wage hikes. couldn't we have the situation where actually higher for longer is better, higher unemplo

joining me for the hour today bryn talkington, steve weis, josh brown, bill baruch. let's check the markets, giving a little bit back. a run for stocks, 139 for the dow, s&p giving back about ten, a fifth after percent, the nasdaq a little lower, 447 the yield on the ten year is 4.47 that's the question we've been entertaining the last couple of days in light of this rally, are we all clear can we say that yet? >> it's a good question. i think, though, it's important we remember investment degss are being made every day and there are never absolute decisions it's buy stocks or buy something else we broke all-time records. if rates have peaked or they're even going to peak in the next six months and they're going to fade as they have the last week or two just gradually, then that 5% is not really 5% anymore and you're at risk of seeing it go back to 4.5%, then 4 and 3.5 with every ratcheting down that money market looks less and less attractive especially if the economy holds up and stocks are okay that's why on a relative basis you are going to see more people make t

following that better than expected cpi the investment committee on where your money can go from here josh brown rob sechan. about 400 for the dow, the s&p is above 4100. the nasdaq up better than 2% rates are falling. 445 the ten-year note yield.

thinks >> listen, i don't know if awned amountals lead technicals or technicals lead fundamentals josh brown, who wants to buy this below 70 would never get the chance and you have a clear technical breakout if i take disney away from the chart -- and i don't think the fundamentals of disney are great. personal opinion but the technicals look really good the stock is breaking out above the 200 intraday moving average. you're not buying this in the 70s. >>> let me bring up another name that obviously we talk about in the context of this company because the space paramount. we're going to talk about berkshire later, and the new filings that we've seen from a lot of the biggest investors in the world. one thing that did jump out to me, and i was surprised, somewhat, is berkshire did not sell paramount on the surface, okay that's kind of surprising. but then, well, obviously they're staying in it for the same reason you're staying in it not because you're so uber bullish on the company but you think like they do it's going to be a takeout >> fine. >> you said it >> i'm not walking away from it.

so you can use it any time he says give me a name, josh brown, final trade. >> invitation homes, a great dividend payer >> rob, name >> broadcom. >> qualcomm. >> cummins >> "the exchange" is now see you on "closing bell." >>> thank you very much, scott welcome to "the exchange." i'm kelly evans. here's what's ahead. did today's cip numbers put cuts on the table and clear the way for a year-end rally we seem to be getting one today. our market guest says yes to all of this, that it's not too late to get in. he's eyeing one trade at a specific time to make it >>> plus, investing overseas there is a lot of opportunity right now, just not in china we have what part of the world to be bullish on >>> and diet drugs have been weighing down the drug trade, but burnstein says upside. >>> let's start with the rally fueled by the softer cpi report. you can see the dow up 1.4%. the s&p up 1.9% and the nasdaq up 2.3%. and the small caps, you say the nasdaq gain is impressive, the russell 2,000 is on base for the best day in over a year, up 4.6% today. the yield on the ten-year reversing to the lowest

for that stock and for the tech trade at-large the investment committee on the case joining me josh brown, stephanie link, amy raskin, jim lebenthal. a lot of nvidia shareholders today, which is a great thing. let's check the markets. we're in the red we've had this winning streak for five days in a row for the nasdaq, look at the 10-year note, 4.40 josh, let's start with you

joining me josh brown, stephanie link, rob sechan we'll take you to the wall and show you what markets are doing. we're going for 4400, for nine in a row, ten in a row on the nasdaq how much has the landscape really improved for stocks >> i think mainly what's improved is sentiment. i really don't think the landscape has changed much at all. most of us understood that the last rate hike was either going to be the last or second to last i don't think anyone outside of maybe a wild guess would have said we'll keep hiking into 2024 if that's what we're hanging the recent rally on, that's been a known-known probably since, i don't know, july or august sentiment is different sentiment has greatly changed, and one of the things we've been talking about since the beginning of september, is will there be a performance chase, will there be a year-end rally and, typically, when you have gains like the ones we've seen specifically in the nasdaq this year, that's exact ly how the final two months shape up. i don't think it has anything to do with fundamentals at all. people feel better, they're no

joining me for the hour today josh brown, stephanie link, shannon saccocia and jim lebenthal.ll check the markets right now. we have a bit of a pickup. the dow good for about 170. there's the s&p 100, the nasdaq with a nice rebound, ten-year note is falling. we'll get into all of that. it's at 4.34

joining for the hour here at post 9, josh brown, kari firestone, jim lebenthal. so we're going for the fourth positive day in a row now. there's the market. we are green across the board. big story at the bottom there, the ten-year note yield falls to 4.67. we're talking about a

committee's take on where the markets are likely to go from here joining me for the hour today josh brown, shannon saccocia, jenny harrington, steve weiss. check the markets, the highs of the day, the dow good for 140. we'll see if it makes a run back to the 4400. we broke the streak there, broke the nine-day streak, weiss, for the bond, yields spiked and powell spoke an hour after that. deemed more hawkish than what he was on fed day, we'll show you he wasn't really we'll show that you in a moment. it's obvious that the market will be dragged by yields. >> yeah, absolutely. and that's been the case, a pretty good correlation with yields look, i think we have some respite now from major auctions over the next couple of weeks, but that's going to be the story. there's plenty more supply to come, and when you turn china and japan, our biggest holders, into net sellers or less interested in buying debt, then you're going to see more auctions like this look, i think the market right now near term will trade in cpi and ppi next week. if those numbers continue to show relief from inflation, the

also josh brown, jenny harrington, jim lebenthal. the dow is good for about 286. nasdaq is having a rough day. the s&p is virtually flat, d

joining me josh brown, stephanie link, rob sechan we'll take you to the wall and show you what marketsfor 4400, for nine in a row, ten in a row on the nasdaq how much has the landscape really improved for stocks >> i think mainly what's improved is

. >> josh brown? >> for better or worse. for the 900th quarter in the row, i'm going into the earnings long apple. wish me luck. >> i'll see you on "closing bell." "the exchange" is now. ♪ ♪ >> thank you very much, scott. welcome to "the exchange," everyone. i'm kelly evans, and we have a huge move today, as markets think the fed might be hiking rates. yesterday, mark zandi called the housing market the biggest casualty of higher rates. >>> plus, drugmakers can't make the weight loss drugs fast enough. there's one company our analyst is especially bullish on. he's here with a name and how much upside he sees ahead. >>> is the consumer doing just fine? a lot of mixed messages about this segment of the market, but there's one luxury travel stock gaining. the ceo joins us fresh off earnings with the trends that he's seeing. before all that, though, let's get to today's markets. dom chu is down at the new york stock exchange. dow is up almost 400, dom. >> i'm here at the stock exchange, nur d.c., we're all over the place coverin

joining me for the hour today bryn talkington, steve weis, josh brown, bill baruch.ck the markets, giving a little bit back. a run for stocks, 139 for the dow, s&p giving back about ten, a fifth after percent, the

committee's take on where the markets are likely to go from here joining me for the hour today josh brownocia, jenny harrington, steve weiss. check the markets, the highs of the day, the dow good for 140. we'll see if it makes a run back to the 4400. we broke the streak there, broke the nine-day streak, weiss, for the

josh hawley, j.d. vance, senator brown, we have got both senators from alabama, tuberville and brett.ipartisan path to getting this done. because all of us, especially in the south, are feeling the impact of unmanaged diabetes. we know the impact that this has, not only in individuals, but overall health care system. one out of four. and our health care system is bent on people with diabetes. it does not have to be an affordable. and i am hoping to get this cross the finish line very soon. >> before i let you, those are, there there is some new political reporting this week on the voting rights organization, the new georgia program project, and that is an organization that is now facing allegations of misuse and irregularities. you were a part of this organization for sometime. it is now conducting an internal probe into these claims. what do you make of the findings of the investigation, from politico, about potentially the misuse of funds? >> well, what that organization several years ago i left it to run for the united states, and i am not aware of any misconduct. i wasn't aware of

enormous challenge of apec, of planning and coordination that that chief arceus's brown has been tackling along with such chief josh smith and their team among the high level visits from dignitaries. and in the month of october, fleet week during the month of october, fleet week was incredibly busy for the homeland security team. um, managing, coordinating and supporting many of our fleet week training exercises like the interoperable interoperable communications between the civilian and military disaster responders. that was discussed last month. an enormous win for that community between civilian and military, where chief cannon was heavily involved. this is the first time that this has been done. it is not there yet. there's much work to be done in the future. but to be able to connect with the military and the civilian during this exercise was an enormous win. also during that exercise week, there were shipboard firefighting also. so the us military coming to treasure island to train on urban search and rescue with the support of our in-service training staff. so thank you to chief mao and the in-service traini

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josh and interrupted classes with no clear response from the administration. with each passing day their silence makes jewish and israeli students feel unsafe at mit. two dozen students were arrested at brownven people were arrested at a protest at a university that banned a pro-palestinian student group and here at columbia university two pro-palestinian groups have been suspended for at least this semester. >> dana: some of the students look so young and they are making choices that might not reflect well on them later on. >> mike: let's bring in the graduate president of the israel alliance. good morning. >> thank you for having me. >> mike: jewish students at mit were unable to attend classes due to a hostile blockade of anti-jewish students. some jewish students say they don't feel safe at mit. what is your experience? >> absolutely. on thursday there was a blockade by the coalition against apartheid, the anti-israel group on campus. they staged a blockade in lobby seven, the main thoroughfare of mit and that leads to the vast majority of classrooms and offices. they blocked the hallways so people couldn't get through. you had to squeeze through if you wanted to get by. honestly, they