you can with wells fargo. >>> let's get back to kristina partsinevelos now for the stocks she's watchingalk about walgreens, walgreens investors getting some relief today after facing the s&p 500's worst performer last year. shares jumping 29% or 28% now on better than expected earnings while the drugstore chain posted losses, they liked hearing about cost cutting efforts and improved medical reimbursement models. hold my drink, what many fans seem to be saying lately. and modelo missed estimates and cut outlook with trouble brewing on multiple fronts, u.s. tariffs on mexican imports like beer, budget conscious consumers and changing habits as more people turn to weight loss drugs and cannabis. that's it. >> leaving it there. >> i have a zillion puns. it is friday. why not today? >> i had a feeling you were up to something there. i was going to lay off that. we'll see you soon. >> sli?ming >> kristina partsinevelos. all right. more on the financials coming up, that sector seeing some serious weakness amid the broader decline. we're back with the bell after the break. 100,000 delta airlin

as always, kristina partsinevelos, thank you. >> kevin simpson is back.l wealth planning. we think we have figure this all out. let's try this again. nvidia, you did what the other day? >> yesterday, scott, we tried to harvest to the volatility that we saw in the free market. we wrote a call expiring this friday. for three days, the option brought in one dollar per share. it is a $147 strike. it gives us a little bit of upside. if you annualize out the premium, this is a fun thing to look at. it is 60% annualized premium. when you have markets like this that are volatile, that are shocking, to your point, we will not sit on our hands and we will try to harvest the volatility. we have seven dollars to the upside and two days left in the option. >> j.p. morgan trade was what? >> a little bit more boring. this one expires in two weeks. is is our dividend strategy. the stock bottomed out around 230 in mid december and it has come up around 242. we have $12 of upside potential over the next two weeks but it brought in $1.10 and when you annualize that out, it

we begin with kristina partsinevelos following the chipmaker and that decline. >> you mentioned the stock making a u-turn, down about 5.5% on the heels of jensen huang's keynote. there were new products and tech in the gaming and robotic space, but some alysts argue there went enough information around they're upcoming platforms, and data centers are their biggest contributor of revenue, so people care. keep in mind, this drop does come after the stock closed at an all-time just yesterday, so it could be a reflection of profit taking post keynote. other companies that got a name drop, like micron and aurora are up 30%. shares, though, could rebound in the next 30 minutes or so. the ceo and cfo sat down for an analyst q&a. traders are hoping for more details about the blackwell shipments and data center growth heading into 2026. it's going to be all about sustainability. >> if nothing else, it shows you how high the bar now is, right? >> when you have this substantial double-digit growth we've had over the last little while, blowing out of the park with every single earnings report, of cou

cnbc's kristina partsinevelos is here with more. nice to see you. what do you think we should expect? >> should expect the fact he'll change the narrative again. building momentum around the stock, driving the a.i. theme. last year ces shares jumped 6% day one. this year we focus is on a.i. data centers. specifically blackwell. promised ship moreblackwell platforms than originally this quarter. looking for new blackwell variants with more memory for a.i. processing and whether the ruben project set for 2026 is going to maybe come forward in the timeline. a.i. gets all the buzz given how much it can contribute to revenues, but gamers are expecting nvidia to unveil new gaming graphics cards. some talk nvidia might actually jump in to the a.i. pc processor market in direct competition with qualcomm, amd and intel. overall, keynote a driver setting the tone for a.i. in general and tomorrow the analysts q&a in the afternoon where we get some, if any,ful updates. helping to drive the stock. >> has been a stock-moving event. right? not just on the monday h

kristina partsinevelos is here with more. what can we expect? >> we can expect he's going to build momentum around this stock. just this last year, the share price of ini have ya shares jumped 6% on day one for this company. so, what we are expecting from nvidia would be its a.i.-themed. from his keynote coming out tonight, its going to be focused on a.i., specifically for the black well chip. i say the blackwell chip, because in november, they said they were shipping more than they thought, but they didn't provide concrete numbers. investors want reassurance that they can provide and keep one that demand heading into 2026, especially. and then also, within maybe a tease of rubin, the next iteration of the a.i. chip architecture that's slated for 2026, there's some rumors that maybe it will come earlier this year, and speaking for a.i., we may get more about the humanoid robots launching in the first half of this year. from software to robots, nvidia is positioning itself to sell what they call the full-stack solution. i just talked about blackw

kristina partsinevelos.shares of honeywell today. >>> sector sort is sponsored by sector spdr etfs. >>> coming up next, we'll t se you up with kb home results in o.t. the market zone is next. ah, these bills are crazy. she has no idea she's sitting on a goldmine. well she doesn't know that if she owns a life insurance policy of $100,000 or more she can sell all or part of it to coventry for cash. even a term policy. even a term policy? even a term policy! find out if you're sitting on a goldmine. call coventry direct today at the number on your screen, or visit coventrydirect.com. finding the right path takes experience. as a national leader in municipal investment banking and wealth advisory services hilltopsecurities can help you find the best path to reach your financial goals. with the backing of a diversified financial services enterprise, deep industry knowledge, and a 75-year history of innovation, we don't follow the herd. we lead it. pete g. writes, "my tween wants a new phone. how do i not break th

kristina partsinevelos is here with those details. kristina? amd's presser is still ongoing. first, you had qualcomm earlier this morning, launching their ai pc, and amd is joining the mix. amd's next ai pc would be called the rise in ai max processer. it's an ai chip for portable devices like laptops. amd saying there's going to be over 150 computer designs available, with oems, those are original equipment manufacturers, lick lenovo, for example. outpacing what qualcomm said earlier today, they have 100 designs. i am seeing online, some questioning about the lack of ceo presence from lisa sue. but we have to keep in mind, this event and this speech was already planned of the svp present. it shouldn't be a big surprise to a lot of investors. let's get back to the amd news. they're announcing their first of ever commercial expansion with dell. that means bringing the amd. there's a lot of names here. the rise in ai pro processor. think of it as an ai chip. this is a new partnership for them. lastly, amd unveiling new gaming desktop processors.

. >>> let's send it over to kristina partsinevelos for a look at the biggest names moving into the close. >> shares of u.s. steel are tumbling after president biden blocked the $15 billion takeover of u.s. steel by japan's nippon steel. the president said national security which u.s. steel and nippon steel pushed back on calling biden's decision unlawful. u.s. steel is down about 5% today. >>> and block is popping now. raymond james upgrading from outperform from market perform. they said they have greater confidence in block's 2025 acceleration story with estimates for double digit growth just this year alone. shares are up over 6% right now. mike? >> kristina, thank you. >>> congress re-electing mike johnson to be house speaker just last hour. let's send it over to emily wilkins in washington for more on how this all came about. emily? >> dramatic day in d.c., but republicans have survived their first test of the new congress, re-electing mike johnson who is speaking now from the house floor as speaker on the first ballot. there was still some drama, though, three lawmakers initially v

. >>> now over to kristina partsinevelos for a look at the biggest names heading into the close. >> shares of synaptics jumping now after announcing a partnership with google. they would be combining google's machine learning core with he hardware as well as their open source software. cybersecurity firm cloudflare up 4% now moving on a goldman sachs upgrade to buy from sell with a nearly doubling of its price target. this is a 12 month price target to $140. the stock is trading at $112 right now. that signals over 25% upside for the next year or so. shares are up 4%. the analysts point to improving sales, better marketing and traction with developers. mike? >> kristina, thank you. >>> i want to note, the markets have firmed up here. the russell 2000 on the verge of going flat. the s&p down just over a quarter of 1%. we're just getting started. up next, jason hunter is breaking down the charts and flagging one sector he thinks has more room to run this year. he joins me here at post nine after this break. we're live from the new york stock exchange u' wchg losing bell" on cnbc. crazy. she