more 13 fs coming out leslie picker obviously following that for us. what do we see now. >> hey scott. >> yeah viking global filing their 13 f making some interesting moves during the fourth quarter. we've been poring over that 13 f filing showing a lot of love for banks, bumping stakes in jp morgan and bank of america by more than 124%, respectively. they were. each of those holdings is over $1 billion. viking also added to its position in charles schwab a similar size there, however, viking shed a bit of us bancorp, although it is still a ten figure position for them as well. viking nearly tripled its stake in alphabet to $700 million as of the end of q4, but it slashed amazon by 36% and sold out of $1 billion plus stake in apple. viking also bumped up its exposure to comcast, parent company of nbc and cnbc. that was bumped up by six fold to hold roughly $750 million as of year end. just a reminder, all of these 13 f filings are a snapshot of long equity holdings as of december 31st. the positions may have shifted in the six weeks since then. scott.

i'm leslie. >> picker with your cnbc. >> news update.roup of nine unnamed fbi agents is suing the justice department in an effort to protect the identities of employees who worked on the january 6th criminal cases. according to the lawsuit filed today, the anonymous group said the public release of the names was to find, identify and fire them in an act of retribution. the lawsuit was filed just hours before a deadline set by the acting deputy attorney general for the agency to turn over a list of names. the white house has started. to send migrants. >> to the guantanamo. >> bay naval base in cuba. that's according to white house press secretary caroline leavitt. leavitt president trump ordered last week to expand detention operations at the base to hold up to 30,000 detainees. and tiger woods mother, kultida woods, has died. she was a fixture at many of tiger's. biggest events in golf, including woods's win at the. 2019 masters, and the 15 time major champion said she was the driving force in his career. woods shared her passing on soci

. >> quintanilla with leslie picker. mike santoli a post nine of the new york stock exchange. kramer in favor of the morning off pre-market. pretty steady s&p on track for a positive week but yields a bit lower here as we get the worst drop in monthly retail sales in nearly two years. ten years back below four and a half ahead of that long holiday weekend. our bet this morning goes with the trade. trade investors continuing to digest delayed tariff plans from the president. as we close out this third week of the new administration. >> plus shares of airbnb and roku surging after earnings beats moderna, palo alto and amat heading in the opposite direction. we'll break down all the movers of the morning, including gamestop, which is considering investing in bitcoin and other cryptocurrencies. shares moving higher ahead of the open. >> let's get right to the markets. s&p is coming off the best performance in about a month. mike. we had a couple of losing weeks. we're going to try to repair some of that. although we had a discussion yesterday about seasonals and what the rest of f

. >> leslie picker here at post nine of the new york stock exchange. cramer and faber. >> have the morning off. >> and speaking. >> of cramer congratulations to him and his philadelphia eagles on. >> last night's super bowl victory over the kansas. >> city chiefs. >> we also wish jim a happy birthday today. >> man what. >> a birthday present. >> a lot more. >> on the. >> super bowl coming up. futures are green coming off friday's sell off. and looking past these headlines about new tariffs and retaliation. we're going to get to all of it. a roadmap this morning goes like this. trump's tariff threats. the president teasing some new levies on all steel and aluminum imports. even as china's retaliatory tariffs. kick in. >> plus new. warning signs about. >> the strength of the us consumer. mcdonald's, posting its biggest domestic sales decline in nearly five years. >> and shares of meta platforms up again in premarket. the mag seven stock, aiming for its 16th straight day of gains. sweet 16. >> let's begin with this new week for the markets and the preside

we've got a news alert on some 13 f filings leslie picker has the details. ie. >> hey, tyler. yeah, there was a lot to unpack in this berkshire hathaway report, notably holding on to its apple position during the fourth quarter, which stood at $75 billion as of the end of 2024. now, this is noteworthy because berkshire had slashed its stake by about two thirds over the course of the first nine months of the year. so perhaps we've seen at least the apple bulls would hope we've seen at least a temporary pause in those sales. warren buffett's firm continuing, though, to sell down bank of america after going below that 10% threshold during q4. that's the level, if you recall, by which berkshire no longer needed to continue disclosing each sale. so we're learning more now about where that stake stood as of the end of q4. during the fourth quarter, warren buffett's firm also pared back 15%, or it pared back 15% of the b of a stake to hold roughly $29.9 billion. in. the firm also sold, down 74% of its stake in citigroup to hold about $1 billion worth of that name, a

. >> our leslie picker is there with a special guest. good morning leslie. hey, sarah.h brian moynihan, the chairman and ceo of bank of america. brian, thank you very much for being here from your financial services conference. rates in focus this morning. chair powell is on the hill. we got the cpi number this morning. how does that change your assessment of where rates go from here and what that means for everything from loan demand to investment banking activity. >> so let's let's. >> talk about a couple of different things. one is our research team. candace browning is very strong. research team was the reason why we're here. >> they had. >> taken all. rate cuts. >> off the. >> table in their research. >> the market. >> had. >> one still left in. they had zero. >> and it. >> was. >> because they thought that the dynamics of the. >> inflationary effect and the potential. >> inflationary effect. >> would cause the fed. >> to hold back. >> and those rates. are restrictive. >> but there. >> was not. >> enough sort of inflation. progress can be made, and inflation was go

i'm leslie. >> picker with your cnbc news update.ew addition to president trump's cabinet. the senate confirmed former congressman and iraq war veteran doug collins as secretary of veterans affairs. today, the department manages a more than $350 billion budget and oversees nearly 200 medical centers and hospitals. robin hood announcing today it is dropping plans to offer betting contracts on the super bowl. the change comes after the commodity futures trading commission raised concerns about their legality. robin hood says the 1% of customers who already place trades will be allowed to either close their positions or take them to a resolution. 15.4 million people watched the grammys on sunday night, according to nielsen. viewership was down nearly 10% from the year before, snapping a three year streak of ratings growth for the awards show. grammy producers said they did not expect to see record breaking ratings as they scaled back marketing for the awards in the wake of the los angeles wildfires. kelly, i'll send it back to you. >> a

. >> money leslie picker here with how the. >> tariffs could. >> impact bank lending.ve liesman is standing by with. his flash fed survey estimates from wall street forecasters about the impact of the new tariffs on gdp, inflation and jobs. leslie, we'll start with you. >> hey, mike. yeah, the. >> u.s. banking system is already. experiencing some of the slowest growth since. >> shortly after the financial crisis. >> tariffs. well, they could make it worse. we have some relatively recent empirical research to lean on here. the new york fed recently looked at the 2018 2019 trade war to study its effect on credit extension, and the researchers found that the increased uncertainty around trade policy caused. >> banks to pull. >> back on lending and. >> tighten their. >> terms, particularly. >> for the borrowers most exposed to tariffs. the researchers. >> went pretty granular here, constructing a model based on borrower level trade uncertainty and. detailed data on banks loan exposures. >> they found. that one standard. >> deviation increase in. >> bank exposure. >> to tra

. >> leslie picker here at post nine of the new york stock exchange. to him and his philadelphia eagles on. >> last night's super bowl victory over the kansas. >> city chiefs. >> we also wish jim a happy birthday today. >> man what. >> a birthday present. >>

. >> quintanilla with leslie picker. mike santoli a post nine of the new york stock exchange. pretty steady s&p on track for a positive week but yields a bit lower here as we get the worst drop in monthly retail sales in nearly two years. ten years back below