there that is the nasdaq.avid bahnsen for the entire hour. i said at the top of the show there is a selloff because interest rates are rising, you get a contest that. >> interest rates rising could be a good thing with the reason they are now strong economic data why would anybody mind a good economy, good jobs, the issues evaluation. when evaluation is so stretched interest rates are going higher make stock prices about a triple-double are you suggesting the tech stocks are way overvalued in bubble territory. >> before we use the b word there is no question that evaluation is overstretched that is indisputable, far higher than the averages, they've grown well in some of the tech companies have good fundamentals, some don't but they're way too expensive. >> what did they come back down to. >> it's different company than my company some are more stretch than others, you notice microsoft up 13% in the video was up 150 or 160%, there is different things in different companies. i do believe the multiples are too h

nasdaq down 2.5%. russell down 3.5%. that weakness on wall street attributed to the rise in bond yields. 10, 20 and 30 years down. the 20-year crossing the 5% mark. we have to look at the energy market. energy prices moving higher. u.s. sanctions on russian oil. wti up about 1.75%. brent crude up 1.5% right now. we have to look at bitcoin. bitcoin is under pressure this morning. yield pressure is a big part of it. today is the one-year anniversary since the launch of the bitcoin etf. down 3%. >>> we turn attention back to stocks. specifically the tech sector which is hit hard by the rise in bond yields. notching the second straight losing week. despite the worries of rising yields and the fed's rate path, dan ives and wedbush with a note saying tech stocks have the potential to move higher this year laying out his thesis and top ten names you need to own in the space. dan ives sitting here with me. dan, 20-year hitting over 5%. the real thing we are looking at is the 10-year at 4.75%. putting a lot of pressure on tech on

but nasdaq stocks, technology stocks, are everywhere here.ch, the german appliance if maker. oh, they do a lot. they're doing the whole smartphone thing. that in and of itself is not a brand new idea, but they are bringing the heat to ces but also the chill with their latest innovation including an a.i.-generated, matter-enabled refrigerator. let me introduce bosch north america ceo with darcy clarkson. great to have you. thank you very much. what does that mean, matter-enabled? >> what that means is, it's a connected appliance. just to share with you, bosch has had connected appliances for over ten years. and so we have our own app that enables you to do a number of great features n. a connected home, you can't have them connected with everything, and so matter is an interoperability standard that this product will be able to access all smart product homes will be on the same system. liz: it's alexa-enabled, correct? it's got the french doors for those of you who insist on them. tell me what it can do. oh, real milk. >> right. liz: i'm check

the nasdaq off the highs earlier. up over .50%. right now, we want to check nasdaq 100 gainers.list. the chinese company pdd holdings up almost 4%. followed by micro strategy. they flipped. palantir in the number three spot up over 2.5%. we talked about the rebound it's having. arm holdings and tesla rounding out the top five. we want to talk about the treasuries. the 20-year having a yield above 5%. the 20-year benchmark rising 20 points look at the oil market. take a look at energy this morning. wti pulling back a .50%. trading at $78.30 a barrel. over of the last six months, down 6%. recently, we have seen a rise in oil prices. we are also seeing a rise in bitcoin. rebounding a bit today. take a look at bitcoin trading at $96,000. up 4%. for the week, up%. >>> that is the set up. now we want to turn to a story we have been following for months now. a new twist in the tiktok sale saga. the chinese government reportedly floating a plan elon musk acquiring the business. it is unclear at this point if tiktok parent company bytedance is aware of the plan. a spokesperson is telling

nasdaq bouncing 368, that's 1.75%. s&p 500 higher by 88, up 1.5%, that after the better than expected consumer price index and, of course, strong bank earnings. final thoughts, adam johnson. >> if you have extra money in the bank with, go buy stocks. this is going to be a very good year for stocks. maria: kenny polcari. >> i agree. move money out of bonds and into stocks. >> yes. maria: the cabinet picks who will sit in front of the senate committees today beginning at 9:30 a.m. eastern to, pam pam bondi. jonathan pay hi. >> all trump picks are getting confirmed. the democrats were unhinged yesterday, and it's going his way. maria: that's the bottom line. "varney & company" takes it up. stu, take it away. stuart: good morning, everyone. it is inflation day, and the news is this: the consumer price direct connects went up 0.4% in december, up 2.9% in the last year, that's as expected. now, the pundits, they're trying to figure out what this means for stock prices and interest rates. they really do like what they see. lo

nasdaq down under .50%. the major averages on pace for a losing week. nasdaq on pace for back-to-back losing weeks. we will talk about that with our guest shortly. the ten-year yield approaching 4.7%. it's at 4.6. the 30-year close to a 5% yield. its highest level since november of 2023. the jobs report today expected to be a market mover for both bonds and stocks. oil and natural gas moving higher on expectations of higher demand this winter. take a look. we are seeing wti crude up over 2%. similar story for brent crude. both trading above 70 bucks for wti. 70 for brent crude. natural gas moving higher up 3.75%. >>> we move to action overseas. we have silvia amaro tracking all the action. good morning. >> good morning, frank. thus far, we have seen a mixed session for european equities with investors very much waiting for that jobs report to understand how to position their portfolios. all in all, if we take a step back, it has been such an interesting week for markets. let me show you how asian markets far

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best performer in the nasdaq, of course they use a.i. advanced algorithms to target advertising. they do a great job. of course, there is none better until somebody else comes along with something cheaper, stronger, powerful, and app lovable. 8% of the company shares are short. people know that competition is inevitable. google could dominate if they weren't worried about the trust division, although those goons will soon be broomed. 2025 will be here when venture capitalists start funding apple loving alternatives. try telling that to the true believers who sent it up 713% last year. another 5.5% today. which frankly i find ridiculous. enough app loving already. as for the second best performer, i don't know why this microstrategy is allowed to exist. we have a company that's making a leverage bet on bitcoin. that's what it is. it's an investment company. software company, nobody cares to hear crypto regulation whatsoever especially now that we are about to have a crypto friendly president. it advanced 359% last year and will probably g

nasdaq is down 18 points.his action we're seeing here is after a very rare warning from the fed on the state of the stock market. comments yesterday, lisa cook offering a blunt assessment saying, quote, valuations are elevated a number of assets classes including equity and corporate debt suggesting markets re price to perfection. we want to look at the pre-market gainers on the s&p 500. a chip named micron up 5%. first energy and derna and uber with fmc rounding out the top five. nvidia shares with jensen huang speaking at ces. announcing nvidia's mini desk stop. nvidia sparking a rally. chip nation mes moving higher. similar for intel and broadcom and micron here. we will talk more about the chips and what nvidia's ceo had to say with sara kunst in a moment. the bond market is holding steady. jolts later today and the monthly jobs report on friday. take a look at the benchmark. 6.2. it is 20 basis points higher than the hawkish cut in december. we want to look at the energy market. specifically oil. wti and

the dow is up 150 but the nasdaq has turned negative, down 57 points. yield on the 10 year treasury above 460 moving up 4.67%. price of oil $74 a barrel, $74.25, gas stopped falling, bitcoin below $100,000. this just in. in one hour donald trump will deliver remarks to the press at mar-a-lago, we will take you there. we will see it live when it happens at 11:00 this morning, just received the latest read on the services sector. services dominate the economy. lauren: 54. one, it is expanding and has been for six months but the prices paid component, the inflation component rose to 64. 4. stuart: job openings, the so-called jolts number. lauren: there were 8.098 million jobs open, that's the highest since may. increase in the jobs number for the month of november. stuart: i don't see any near-term. stuart: the dow is up on her 60 points. stuart: up 30 and falling and the nasdaq is down one hundred 20 points, that may be because of the higher yields on the 10 year treasury. thank you. now this. this is a revolution. i know that's a very strong word but we'

the dow is up 1800, the nasdaq is up -- 1800, the nasdaq's up 107 points.at tesla. lauren: the new york times is reporting that the elon musk set up office space in the eisenhower executive office a building in d.c. adjacent to the white house. he is keeping his proximity reportedly even physically to the president-elect. stuart: doesn't hurt, and it helps the success. there you go. h and e equipment services. lauren: way up, more than doubling. it's being bought by united rentals in an all-, cash deal. united rentals is -- all-cash deal. this is tapping into demand for equipment rentals. cheaper to rent than buy for construction firms, flush with money for the rebuilding efforts we hope to see soon in california. stuart: when one buys the other, it's unusual to see both of them go up a lot. lauren: correct. stuart: southwest with airlines. lauren: they're pausing corporate hiring, promotions and summer if internships to to save money. stock's up 1%. stuart: thank you, lauren. red flag warnings all the way through wednesday with the winds expected to hit 70

nasdaq briefly or off the highs of 175 points right now.nt to look at the nasdaq 100 pre-market gainers. at the top of the list is micro strategies. bitcoin up 3.5%. well get to that in a moment. asml, a chip company, up 2%. the rest of the list filled out by chip makers. a lot of moves in the pre-market. we are looking at small caps this year. after finishing one basis point higher in q4 despite the run-up after the election, small cap futures are up 1%. one area that has impacted the small cap trade and broader markets overall is yields. ten-year starting 2025 just about 60 basis points higher than it started 2024 despite 100 basis points of fed cuts. the benchmark at 4.53. easing off the vels we have seen in recent days. 4.65 in recent entering a new y crude close to $74 a barrel. wti trading $72.60. inching up from levels we have seen earlier. bitcoin and gold. gold is flat. bitcoin up .75% of 1%. that includes a gain of 3.5%. remember, bitcoin trades around the clock. it keeps going and going. >>> that is the set up. we move on to the

the nasdaq up over 300 points.elon musk calling on nigel firarge to commit his job and saying the uk needs a new leader. musk chiming in on foreign policy. incoming border czar tom homan said even if countries will not take back their migrants, we're still kicking them out. >> if they don't, they're still going to be deported but just to different countries. you've got to put the safety of american people first. stuart: well, who will take the criminal migrants? sheriff thadeous cleveland on that. the sheriff is next. ♪ at harbor freight, we do business differently from the other guys. we design and test our own tools and sell them directly to you. no middleman. no folks in suits telling us to raise prices for the heck of it. just quality tools you can trust, at prices you'll love, every aisle every day. that's how we like to do business any way. whatever you do, do it for less at harbor freight. (♪) when i got diagnosed with skin cancer, it was right under my eye. i was told that surgery was the only option, and i

nasdaq holding steady. we want to look at the pre-market action on the nasdaq 100.ed about the chips moving higher earlier. chips dominating the landscape. fortinet is the cybersecurity company. as e turn back to the markets, one question for the investors in the new year, the direction of the momentum in the market with the s&p closing a tick below the moving day average on friday. the dow closing below the 50-day moving average. just a tick below the 50-day moving average. another question is narrowness. a lot of question of nvidia as ces begins this week. a lot of eyes on ceo jensen huang tonight. we'll have more coming up on that in a moment. bond yields moving higher. it brought the ten-year at 4.62 at the highest level since may of last year. we also have three economic reports this week with the potential to impact the bond market. we're talking jolts, fed minutes and the jobs report on friday. we also want to look at the energy market this morning. oil at its highest level since october. also this morning, saudi arabia reportedly raising prices for buyers in

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the nasdaq still less than half of what it was during the peak of the dot com boom.ield on the ten-year treasury, just about where it is exactly right now. so, guy, quite the milestone 18 years, you lived every minute of it. >> yeah. >> what is the biggest change? >> the biggest change that we've seen, obviously, is you coming in 16 years ago. march, will be 16 years. and, you know, i don't want to talk a lot, we have a great guest coming on, but you filled some incredibly large shoes, but you did it in such a way that, you know, you made the show your own, so, of all the changes, you coming onboard some 16 years ago, to me, tops the list, melms. >> very sweet. >> it is a team effort, every single night, day in, day out for sure it's all about the ensemble, and you guys, and your smarts and your -- all the laughs that we've had. but in terms of the markets, we've just outlined a bunch of changes. so, what do you think? biggest change >> well, you know, you look back at those companies and you think about the markets, 18 years ago, the oil and resources were strategic

dow up 170 points and nasdaq down 223. tech mostly lower, amazon, microsoft, alphabet, nvidia down. problem for investors and the yield on the 10 year going up, 4.78%, well above 4.33% and way up from last week. investors don't like that and now this, if you want to build more housing, cut the red at the same time seconds to play los angeles wants to rebuild quickly, cut the climate rules. that's what california governor gavin newsom has just done. sunday, he issued a three page executive order that suspends the expensive and time consuming is environmental review processes and only for homes and businesses damaged by the fires, but it is a start. it is a record emission that the green religion led to a foolish and destructive affordable housing crisis. at the heart of the problem is that california environmental quality act. it's known locally as a seqa and it's a monster. the greens run the show. under this law, developers must submit a detailed impact statement. what's the effect of the project on local noise, wildlife,

and let's take a look at the nasdaq.heavy nasdaq is up19 points -- 119 points, about .if 6% gain .6% gain. and those big tech names, carbon copy of yesterday. amazon, alphabet, meta and microsoft all moving higher but apple is again a laggard, only down about a third of a percent. all right, now this, president biden, as we've been talking about, blocking sale of u.s. steel to japanese company nippon. good morning, taylor riggs. i guess the question we ask now is, what happens next? >> yeah, it's a good question. so i think everyone's sort of either lawsuits, maybe waiting for what's next, or if president-elect trump maybe changes his mind. remember, trump in the past has hinted he also is against this deal, but a lot of the trump voting union members, particularly down in pennsylvania, have said that they are for the deal. is so maybe some holdout toes from union members saying that trump will listen to them and maybe change his mind. again, this is a long row that may not if be over yet, but it look like it's nearing t

and the nasdaq, the tech-heavy nasdaq, let's see how the nasdaq is doing. made gains of 29% in 2024. we're off out of the gate up half a percent again today in 2025, up 102 points. let's take a look at some of those big tech the names. all in the green except for apple which is down three-quarters of a percent. but amazon up 1.5%. meta, microsoft, alphabet with all looking rather rosy on this first trading day of 2025. if. >>> now let's look at some of the individual stocks. let's begin with tesla. good morning, taylor riggs. tesla just released its report on deliveries. what does it say? the stock right now is down about 4%. >> yeah. of this was a little bit of a disappointment. you're getting about 495,000 or so, and really the market, the expectations were for about 510,000. so you're getting off about 2% in the fourth quarter year over year, but that's a deceleration in growth when you had growth of 7% in the third quarter year over year. we are hearing for the full year of 2024, it is a 1% decline, so a little bit of a disappointment. ashley: all right

and a big move, nasdaq, the reason nasdaq is leading actions. 60 to go in regulation.est levels of the day. s&p hanging out with about one-third of 1%. record revenues from foxconn sending semi

the dow is up 20-odd points, s&p up 4, nasdaq a gain of 17 points.ust a little bit of green this morning. the problem for the market has been and still is interest rates. they're up, and investors do not like it. the yield on the 10-year treasury is now right at 4.7%. that will be close to the highest level since april. as for the 2-year, that is approaching 4.3%, 4.27, to be precise. an elevated level. investors don't like it. bitcoin, it's sinking. now quoted at $95,000 a coin. oil though, that keeps moving up, and that has the inflation hawks worried. you're at $74.57 a barrel right now. gas, no change from yesterday, $3.06 for regular, $3.54 for diesel. that is up one cent. all right. on the show today, the president-elect wants to to expand america. he's not ruling out the use of force to control panama, the panama canal and greenland. he sure knows how to keep the world off balance. we have common sense legislation on migrants. the laken riley bill has passed. if an illegal migrant commits a crime, he or she will be chargedand placed in custody

but a phenomenal year for the nasdaq and expectations. every index has done well. i think thatis index has done well. i think that is a big part thanks to the resilience of the us economy. the resilience of the us economy-— the resilience of the us econom . ~ . ., economy. and i mean donald trum - economy. and i mean donald trump will — economy. and i mean donald trump will come _ economy. and i mean donald trump will come into - economy. and i mean donald trump will come into office i trump will come into office with a strong labour market, that has been a strength for the us economy. we have had the latest figures showing the number of americans filing for jobless benefits fell, that suggests there weren�*t many layoffs last year. we have the monthly government report in just over a week, what is the state of the labour market do you think going forward? the bi est you think going forward? the biggest thing _ you think going forward? tue: biggest thing with you think going forward? tte: biggest thing with regards you think going forward

nasdaq-100 innovators. one etf.d consider fund investment objectives, risks, charges, expenses and more in prospectus at iesco.com it all started with a small business idea. it's a pillow with a speaker in it! that's right craig. pulling in the perfect team to get the job done. i'm just here for the internets. at&t, it's super-fast! you locked us out?! and when thrown a curveball... arrggghh! ahhhh! [crashing sounds] we had everything we needed. is the internet out? don't worry, we have at&t internet back-up. the next level network for small business. ♪♪ i sold a pillow! >>> final trade time. >> i defer on the chart. i think mcdonald's in terms of what they are doing, long term been a holding. >> after coming in fourth place, i can't believe that wasn't enough, i have to come up with something else. a little tlt. >> i think everyone should look at the pharmaceutical etf. >> bitcoin, bought it today. >>"mad money" starts right now. >>> my mission is simple. to make you money. i'm here to level the playing field for a

and a big move, nasdaq, the reason nasdaq is leading actions. 60 to go in regulation. dow is negative. nasdaq off its best levels of the day. s&p hanging out with about one-third of 1%. record revenues from foxconn sending semi names higher. nvidia notwithstanding. not the only name. lam, and others. big winners. uber higher as well today. company announcing an accelerated share buyback. united airlines surging saying it will test elon musk's starlink for wi-fi on its flight next month. watching treasury yields. big story today. ten year hovering near 461. watch that story closely, because former dallas fed president robert kaplan will be here for his outlook on the fed, rates, the economy and more. it takes us to our "talk of the tape" back on the run. nvidia appears to be there. stock to close amove 150 a share first time since november. closing record high as well. 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, drivin

the nasdaq up to a 31. look at the nasdaq show. rates holding elevated levels, the tenure about 4.6%. the two-year is about four and a quarter% at 427. bitcoin shy of $100,000, 99400. oil moving up $74 a barrel. gas moving up, $33.6 for regular 3.51 for diesel. not gas is soaring because of the cold snap. no surprise. on the show justin trudeau reportedly on the way out as canada's leader. he has trouble with the mystic issues and trump's pressure on immigration did not help. elon musk dabbling in foreign policy. he withdrew his support from nigel farage in britain's reform party as nigel farage doesn't have what it takes. to a administration officials on the way out trying to justify their performance. white house press secretary karine jean-pierre says it's the best in the business, her words. secretary of state anthony blinken tells the new york times that he and biden made the right calls on afghanistan, ukraine and gaza. two news items on the president. biden angrily brushed off reporters when questioned about his age, he said

the nasdaq is up 420 points. that's a rally and a half. goldman sachs, american express, caterpillar, microsoft, home depot are all dow stocks, add them together are all up adding 480 points to the dow industrials. the santa ana wi winds gusts expected to reach 70 miles per hour and firefighters worry the wind spreads embers from the palisades fires. max gorden joins us from malibu. what are firefighters trying to do to stop the spread? reporter: hey there, stu. it's all about suring up those containment lines around the fire. we've seen an increase in containment on both the palisades and eaton fires and over the past day and a half we haven't seen any additional acreage added to these fires, so this is very good news, but we are dealing with a very dangerous situation down here in southern border with extreme fire weather very dry conditions and very strong winds. winds of between 45 to 70 miles per hour, and the winds have been picking up over the past hour and a half or so. now, i do want to show you this , because this is ongoing here

dow up 650 and nasdaq up better than 2%., president biden has just five days left in office but don't expect him to fade into the background. >> do you plan to speak out after leaving washington or follow the bush model where you're kind of out of sight, out of mind? >> impactful not going to be out of sight, out of mind. stuart: tonight, biden will deliver his final oval office astress and what legacy is he leaving in we'll have bill hemmer. he's here in studio and right behind me as a matter of fact creeping up on me. there we go. all right. hemmer is next. ♪ what the biggest companies deliver is an exceptional customer experience. what makes it possible is unmatched connectivity and 5g solutions from t-mobile for business. t-mobile connects 100,000 delta airlines employees, powers tractor supply's stores nationwide with reliable 5g business internet, and partners with pga of america on game changing innovation. this is how business goes further with t-mobile for business. at harbor freight, we design and test our own tool

nasdaq-100 innovators. one etf.investing, carefully read and consider fund investment objectives, risks, charges, expenses and more in prospectus at invesco.com let's say you're deep in a show or a game or the game. risks, charges, expenses on a train, at home, at work. okay, maybe not at work. point is at xfinity. we're constantly engineering new ways to get the entertainment you love to you faster and easier than ever. that's what i do. is that love island? >>> welcome back to "power lunch." the ipo market has been on a little bit of a comeback lately, nothing like the spac craze a few years ago. but this year, 2025, we could see a bigger boost, and perhaps from private equity exits. nearly half of the ipos that come down the pike this year are expected to come from pe-backed firms. leslie picker is here with more on the story and ken squire is with us as well. >> literally a shove. >> she did this. >> she's right, though. they've been sitting in these funds. these funds are aging, and the longer they sit there, t

the nasdaq up about .50%. we want to look at the s&p 500 pre-market gainers. look here. the stock we see at the top of the list. cooper co and followed by las vegas sands. a gaming company. constellation energy. and the shift in leadership. you see the best performer after a laggard in 2024. you are seeing the moves right here week to date. we have three sectors in correction territory. materials, healthcare and energy and real estate. yields have been steady, but they still held above 4.5% which is one factor putting pressure on the market. take a look. the benchmark at 4.55. down five basis points from levels we saw last week. different story with the 30-year. it held 4.75 to 4.77. touching 4. the last few days. bond yields on the long end of the curve. the dollar in particular is continuing to strengthen and hitting a two-year high. pulling back right now, but week to date, almost up 1%. these are big upside moves. the greenback up about 1% week to date. pulling back a bit right now. we want to look at oil starting the year rising on hopes of economic growth all aroun

dow's up 130, nasdaq up 34 points.ntinues, and the opening bell is next. ♪ ♪ known for pursuing your passions. no one wants to be known for cancer but a treatment can be. keytruda is known to treat cancer. fda-approved for 17 types of cancer, including certain early-stage and advanced cancers. one of those cancers is early-stage non—small cell lung cancer. keytruda may be used with certain chemotherapies before surgery when you have early-stage lung cancer, which can be removed by surgery, and then continued alone after surgery to help prevent your lung cancer from coming back. keytruda can cause your immune system to attack healthy parts of your body during or after treatment. this may be severe and lead to death. see your doctor right away if you have cough, shortness of breath, chest pain, diarrhea, severe stomach pain, severe nausea or vomiting, headache, light sensitivity, eye problems, irregular heartbeat, extreme tiredness, constipation, dizziness or fainting, changes in appetite, thirst, or urine, confusion, me

there is green across the screen, the dow is up 0.2%, the s&p up half of 1%, nasdaq up 1%, the major markets finished session, the 10 year treasury yield was 4.6%. it is up 1.2 basis points, 4. 57% on the tenure. we've seen oil move slightly higher, inventory is lower, demanding china going up, the price of crude going up, now it is $73.60 a barrel, bitcoin up ever so slightly, 96,936, almost 97,000. we just got the latest read on manufacturing. the number please? lauren: 49.3 for december, stronger than expected, you're in contraction mode for 9 straight months. if you look at the prices paid component, that did rise to a level of 52.5, markets, no reaction. ashley: much the same, thank you very much. now this. new details emerging out of new orleans, the fbi confirming the terror attack was 100% inspired by isis. federal law enforcement searched shamsud-din jabbar's home in houston and bomb making materials were found inside. the fbi released new surveillance pictures showing shamsud-din jabbar walking through the french quarter and placing two coolers with explosive devices inside

the nasdaq composite. i think there's a tech bounce today. yes, there is. .70% on the nasdaq. 19.2.'s have a look at big tech across-the-board here. yeah, they are gaining ground. amazon, alphabeted, microsoft, apple up but meta is down five bucks just above 600 bucks a share. look at the banks. they start their earnings report tomorrow. we're looking at them now. it's a mixed picture. no huge gains. no huge losses. i want to move to the chipmakers. i'm looking at the screen and i see a rebound today. taylor: finally because yesterday, remember, nvidia had a decent sell-off because they were saying they were increasing the export controls, which means that you can export a.i. chips nvidia makes to foreign adversaries so it looks like at least for now today we're getting a little bit of a relief rally after the news we had yesterday. stuart: may i bring kevin into this? you have an opinion on everything. you got an opinion on nvidia? >> i own it. i see no reason. i'm in the data centers business and they are a direct index to the demand for data centers because that's what goes into

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dow's up 20, nasdaq down 20. not much change.tate democrat wants to provide unemployment assistance to illegal migrants who are ineligible to work in america. how does that make sense? we will report on it. >>> it seems like president biden's trying to rewrite history on the border. roll it. >> let's get something in mind about the border. when i became president, the numbers came way down, number one. stuart: what? in reality, southern border encounters went way up after biden took office. texas sheriff thaddeus cleveland has a lot to say about that. he's next. ♪ ♪ only the servicenow platform connects every corner of your business, putting ai agents to work for people. like secret agents? no, more like autonomous minions that you control. to do what? well, jim's agents resolve simple customer issues. and patty's agents flag network problems. —proactively. —yup. i'm lovin' my agents. wait, you all have agents? oh yeah. and on the servicenow platform, everyone's agents work together so everything works better. can i have agents?

super my coe and arm both sailing to the top of the nasdaq 100. a.i. chip design leader arm, look at this move here, gaining 8% at the moment to $138 and change. and smci's having an awesome awe day, up 7.6%, while shares of the a.i. data center server manufacturer still something like 92 points off their one-year high, they've come a long way from november when the stock crashed to $17 in the wake of short seller focus and accounting issues. let's flip it over to apple. i know a lot of you guys hold this stock. can't seem to catch a break. not that that this drop of a third of a percent is that big, but yesterday apple was one of the losers here. ubs had lowered its iphone sales numbers and today a chinese research firm reported that shipments to china of foreign-branded smartphones including apple's, you know, iphones which are the big winner there fell by 47.4% in november from a year earlier. the stock is down about 5% this week alone. we've got to show you the wild price action in tesla. remember yesterday it slid 6%, notching its fifth consecutiv

nasdaq is up 27 points.he s&p is up 7.5 point after the s&p 500 and the nasdaq closed higher yesterday. we had two days in a row of it being up. we are in the new year. it is still very early. here are the major averages so far. the dow, at this point, is up by 0.4%. and nasdaq is up by 2.9%. that is not bad gains when you think about how hated the rally is at this point. so many people are waiting for the pullback thinking we are at very high price-earnings ratios. will wait to see what comes next. treasury yields have continued to climb. the 10 year is that 4.64. and the ten year close of the highest level since november 2023. bitcoin is training back above 100,000. we have $101,350. >>> shares of the tents and holdings in china fell 8% overnight after the company was added to a list of chinese military companies by the u.s. department of defense. it is a that included on the list, it was a mistake. they said it is not a military company or a supplier. this is the listing has no impact on its business. ano

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coming off highs in the nasdaq 100.benchmark and have a look at what is moving from a points contributor. in many ways it has been tesla on top. apple has been doing well. some of the individual movers we have seen underneath the hood of the nasdaq have been doing well. quantum stocks have been on fire. we also shine a light on crypto. this after bitcoin has been close to that $100,000 level. tesla of 5%, microstrategy up 5%. an interesting one in france. just trading in france. tencent and ubisoft getting closer. how can they form a new objective and inject new value into the games of ubisoft and help tencent inject value into its projects abroad? mike: coming up, robert hillmer will join us to discuss his firm's latest efforts to back some of the most highly coveted private tech companies. this is bloomberg. ♪ can't believe you corporate types are still at it. just stop calling each other rock stars. and using workday to put finance and h.r. on one platform. tim, you are a rock star. using responsible ai doesn't make

nasdaq-100 innovators. one etf.ully read and consider fund investment objectives, risks, charges, expenses and more in prospectus at invesco.com (marci) what is going on? (luke) people love how the new homes-dot-com helps them get quick answers about any property by connecting them to the actual listing agent. (agent) oh! so, i'm done? (luke) oh, no, no, no! we're still not sure everyone knows that we're the only site that always connects you to the listing agent rather than selling off your contact info. so, we're gonna keep you up there a little while longer. (agent) okay, ya! i'm getting great exposure. (marci) speaking of exposure, could we get him a hat? (luke) ooo, what about a beret? (vo) homes-dot-com. we've done your home work. there is a new sheriff in the white house and the new acronym on wall street batman. >> we do this on wall street every six months to a year, the things and then apple and along the way we drop netflix in favor of nvidia and out of microsoft. then the magnificent 72 movies. now it's

nasdaq 100 futures looking to add 67 points, up 0.3%. big losses from nvidia in the session yesterday. let's have a lacrosse asset. 4.67 on the benchmark u.s. 10-year. yields rising across the curve yesterday on that stronger data. ism services data and the jolt survey. on the jobs front and the service front pointing higher inflation as well, the prices paid within ism services coming in above expectations so you saw a selloff again in treasuries. right now moderating on that front. euro-dollar up a tent of a percent, but going back below 100000 and brent, up 0.7 percent reports around inventories drinking in the u.s. let's cross over to asia. >> we are seeing asia stocks on the backfoot. reversing gains from a day ago which were fueled by the chipmakers. today though thanks to the poor wall street handover. those steep declines on nvidia. this is the picture you are seeing but losses were accelerated following a joint briefing from chinese authorities. they unveiled a boost to consumer subsidies but it was not enough in the way of a bi

the five day loss now stands at 843 points or four and a quarter% for the nasdaq. some of the biggest locker, supermicro computer that is not looking healthy, five and a quarter inch. micron still up 13% this month is losing 4.6%, palo alto down 3.8%. nvidia lower the nearly 3%, meta is down till apple the worst performer on the dow, this is big tech that is swimming at the moment, why are the bears rising interest-rate in a week ago friday it stood at 4.17% for right now that yield is at 4.80% it is skyrocketed to a 14 month high. friday we got the december jobs report which crushed estimates much stronger than expected, that's a resilient jobs picture a could indicate inflation might heat up again putting future that interest-rate cuts imperiled, were going to get the very latest inflation picture starting tomorrow we will know much more will be get to decembers ppi producer price index inflation at the wholesale level and wednesday this is much bigger, the cpi measures consumer prices, what did they do in december, we shall see but we will keep the ten year yiel

nasdaq-100 innovators. one etf. investment objectives, risks, charges, expenses and more in prospectus at invesco.com there was some weakness in the markets but let's take a look at treasuries. we should be looking at this later next week because we have the ppi and cpi and i think the jobs numbers are important. with hurricanes and everything else it is muddled and it could be hot so make sure you join us because this is next. >>> good monday morning. kramers in san francisco with j.p. morgan healthcare conference getting underway today and the futures are week -- weak. mike you can see the numbers and it is an important week

nasdaq-100 innovators. one etf.ore investing, carefully read and consider fund investment objectives, risks, charges, expenses and more in prospectus at invesco.com >>> treasury yields putting pressure on the market. the ten-year hitting its highest level since late april. our next guest digging into the charts to see how much more pain the bond market could inflict on stocks. renaissance macro research chairman jeff degraaf joins us now. that's the main culprit, the backup in yields in the 10, 30, almost all along the curve? >> i do. i think it's important and you're seeing it in those areas that are most sensitive to rates. the two exceptions being banks, but i think that's a deregulation story. and utilities, which i think is a little bit of an ai story. but other than those two one-offs, our sensitivity work that looks at what gets most impacted by rates and one deviation move in rates is pretty consistent. >> it's obvious the kinds of sectors, i suppose, that you would look at, utilities, reads, and things that

the nasdaq indicated up by 15. this comes as treasury yields pulled back from where we are. >>> meantime, earnings season kicking off with banks leading the way. we hear from jpmorgan and wells fargo and citigroup on tomorrow's tomorrow tomorrow's calendar. leslie picker joins us with more. >> reporter: good morning, andrew. bank stocks from the post election glow with the prospect sent the sector soaring and gravity has taken hold the sector, looser capital requirements and buybacks remain a question. goldman sachs estimates $185 billion in excess capital, some could be returned to shareholders. over the last year plus, banks have been hoarding capital despite the stronger economy economy. under the new administration and the turnover in the fed role, it is highly likely the new rules will be far less onus. as a result, goldman says the industry could repurchase 4.5% of the market cap in 2025. estimates are banks would have $90 billion in capital if basel had 90%. jpmorgan and pnc have the highest capacity. any bu

nasdaq-100 innovators. one etf.ing, carefully read and consider fund investment objectives, risks, charges, expenses and more in prospectus at invesco.com >>> tesla deliveries are due later today. mark fields, former ford motor company president and ceo, also a cnbc contributor, and mark, what are you anticipating. we talked a little bit earlier with phil lebeau about what to expect. but there's a lot riding on this for the company. >> yeah, i mean, listen, the big question is are they going to be able to eke out some growth. i think you heard the numbers. they have to deliver about 515,000 units in the fourth quarter to get a little bit of that growth. i think they'll do it, right, because the pr value, if you will, of being able to say you've grown for another consecutive year is important for them. if they don't, this is the first year they have a year-over-year decline in total yearly sales. >> and it's happening at a time when tesla shares have taken off. granted, a lot of that is because of the expectation tha

the dow jumping more than 350 points, the nasdaq posting a loss down 0.4%.wer, that stock hasn't seen a positive day in 2025, it's worst start to the day after. shares of medicare advantage players, planning to hike payments to the plans by an average of more than 4% next year. we saw gains across the space, including elevance. >> this was a positive surprise, when they are not used to positive surprises. that was really good. the whole space has been beaten down, so i think it's a little bit of maybe there's life there. >> some more big moves, as jpmorgan health care conference sets off a flurry of announcements. moderna sinking 17% after slashing 2025 revenue guidance by a billion. back at lows last seen in the early days of the pandemic. intracellular soared 34% after johnson & johnson agreed to acquire the company. that would be the biggest pharma deal in almost two years. and gilead fractionally higher developing a small molecule pill treating diseases. we're joined from the conference in san francisco, where jillian has been speaking with leaders in th

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i'm melissa lee, coming to you live from studio b at the nasdaq. on the desk tonight -- karen finerman, dan nathan, and chris verrone. and we start off, as we return to all-time highs for nvidia. the semi giants topping $150 a share for the first time since the stock split, notching its first record close in two months. the a.i. darling jumping more than 3% today and now up almost 9% in just five sessions. today's move coming hours before ceo jensen huang takes the stage at ces in las vegas. will he satisfy investors the company will keep the lead in the a.i. race? 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 thou

the nasdaq?i think it is about animal spirits and younger people and driven by options on robinhood. we don't talk about robinhood enough. that's where young people are. the big firms have missed out on the younger people and robinhood. they will stay with robinhood forever. if you look at the chart, that is the stock. >> 234% gain in the past 12 months. >> because the company is oriented to the new investor. a lot of it is options. most options, of course, we know, don't make money. >> i tweeted a clip of myself talking in 2013 about bitcoin crashing below $200 of volatility. remember -- it wasn't secure in the japanese. >> we had the president-elect who likes bitcoin. i don't think it is a buy here. this is the first three-day period of outflow. that may give you a chance to buy lower. >> it is interesting that bitcoin rallied with the u.s. dollar. >> yes. i think our fed chairman is right. it is a store holder value for younger people who realize they have to pay the debt. >> they are buying b

similar story with the nasdaq. apple, you mentioned it, a lot of fears about china right now and you can see those fears, if you take a look at the five-day chart it's down 6% over five days, it's longest such streak since april. so, definitely a lot of concerns about apple. let's talk about them with ryan. when it comes to apple and these china fears, remember reuters reported on thursday that they are offering discounted smartphones in china, feels like this has been the bear case for a while for this company. ryan: thanks for having me. china is a major market for apple, no surprise about that. the latest data on monthly sales and shipments of iphones in the country have been muted, that's been the overall take away. given the size of the market and the importance of the iphone 16, the first want to have ai features, the fact that that is being met with weak sales out of china is a bit of a cause for concern when you are looking at a backdrop that could have elevated tariff risks, slower growth potential, just a