nate jones... lines things up... checks his fidelity app... looks to outside analysts to get a second and he places the trade... talk about easier investing. nate jones... lines things up... checks his fidelity app... looks to outside analysts to get a second opinion. nate likes what he sees... and he places the trade... talk about easier investing. started. >> today. >> at gamescom. >> for me. >> squawk box is. breakfast with the most interesting people in the world. >> it's a. >> privilege to get. >> to talk to them every day. >> it's more entertaining than any other morning show, but you might get some useful information. >> squawk box weekday mornings, 6 a.m. eastern. >> cnbc welcome back! >> there is so much going on, i almost forgot there's a fed meeting in, oh, about 15 minutes time. let's look at markets ahead of that. the nasdaq is the worst performer today down almost 1%. half a percent for the dow down 90 i'm sorry for the s&p down 94 for the dow session low was -178. we did dip there after those headlines. top of the hour when the white house rescinded that federal funding

nate jones... lines things up... checks his fidelity app... looks to outside analysts to get a secondte likes what he sees... and he places the trade... talk about easier investing. sale and make your dream office a reality. >> all right. welcome back. today's selloff in i. stocks happening just ahead of some critical earnings this week including apple, meta and microsoft. not to mention the fed meeting. here to share what he is watching is fundstrat's head of research tom lee. welcome back. it's good to see you. great to see you on this day. how are you? what do you make of this? >> well. >> you know, markets don't like uncertainty. >> they like visibility. they like moats. so markets are a little scared today. to me it's an overreaction. >> i mean it. >> nvidia decline is the worst. since march 2020. and we know. >> that that. >> ended up being a. >> huge opportunity for investors. so i think it's. >> you know it's not a fun day. >> but i'd be looking at. >> this as an opportunity. >> i just i've been thinking about, you know, the people who have been coming on today of all sort of

luxury suite sales of $77 million in 2024, $200 million expected in 2025. 56% year over nate jones...r... lines things up... towels off... checks his fidelity app... looks to outside analysts to get a second opinion. nate likes what he sees... same page? -[ dog barks ] and he places the trade... before anyone hears him talking to himself. [ dog whines ] buy u.s. stocks and etfs for as little as $1, with no commissions. talk about easier investing. gina costa... looking simply stunning... what's this? she's opening her fidelity app.... to buy that stock... with no fees or commissions... because what does gina got? gina's got the look. that never gets old. talk about easier investing. secret to better odor control everywhere. >> if elon musk or anyone else in the trump administration is seriou >>> if you know musk or anyone else in the trump administration is serious about balancing the budget they need to go to the industry. i'm talking about the pharmacy middleman. that president trump has already started to target. let me say from the beginning from the outset. it is very hard to bal

nate jones... lines things up... checks his fidelity app... looks to outside analysts to get a secondte likes what he sees... and he places the trade... talk about easier investing. nate jones... lines things up... checks his fidelity app... looks to outside analysts to get a second opinion. nate likes what he sees... and he places the trade... talk about easier investing. dream office a reality. >> welcome back. >> to our power. >> lunch fed day special, and we are seeing some market moves this hour, in part because of what the fed just announced. it wasn't the actual decision. it was to some extent the fact they took some language out a little bit. hawkish dow's at a session low. we also have nvidia a big mover this afternoon on reports that the administration may tighten curbs on its sales to china. the company now saying they're ready to work with them on ai. let's bring in dom chou for more. dom to help kind of round up what's driving what here. yeah. so let's start with those nvidia shares on that recent roller coaster ride. it just continues. shares of the chip giant are just a

nate jones... lines things up... checks his fidelity app... looks to outside analysts to get a secondnion. nate likes what he sees... and he places the trade... talk about easier investing. >> style and comfort. >> use code. >> tv for. >> 20% off site wide at collars and co com. >> for me. squawk box is breakfast with the most interesting people in the world. >> it's a privilege to. >> get to talk to them every day. >> it's more. >> entertaining than any other. >> morning show, but you might get some useful information. >> squawk box weekday mornings, 6 a.m. eastern. >> cnbc welcome back. tech's pain is healthcare's gain, according to barclays at least well and the market yesterday. look while investors were dumping shares of nvidia, names like cvs and cigna were reaping the benefits. and barclays says buyers are getting them at a discount because health care was down nearly 11% in the fourth quarter. a lot of that on election policy concerns. joining me now is andrew mock, director of equity research covering the u.s. health care space at barclays. so, andrew, a lot of people are loa

calamos nate jones... lines things up... checks his fidelity app... looks to outside analysts to get a second opinion. nate likes what he sees... and he places the trade... talk about easier investing. next on the red carpet we have gina costa... looking simply stunning... with this season's hottest accessory. -[ cellphone vibrates ] -oh, what's this? she's opening her fidelity app... to buy that stock... for exactly the amount she wants... no fees or commissions... what will gina do next? gina has roller derby at 6:00 pm. i'm there. get started investing for as little as $1. talk about easier investing. glp one are right for you. start today at forhours. com. >> all right welcome back. we're tracking some big movers today in the energy space. pippa stevens has that for us. and this is related to this story as well pippa. >> that's right scott. and the nuclear power stocks that got hammered yesterday on the deep sea news fighting to make back some of their gains. with vistra and talen both up more than 4%. while constellation is hovering around break even now, a number of wall street

nate jones... lines things up... checks his fidelity app... looks to outside analysts to get a secondte likes what he sees... and he places the trade... talk about easier investing. nate jones... lines things up... checks his fidelity app... looks to outside analysts to get a second opinion. nate likes what he sees... and he places the trade... talk about easier investing. business. and he places the trade... it's not a nine-to-five proposition. it's all day and into the night. it's all the things that keep this world turning. it's the go-tos that keep us going. the places we cheer. trust. hang out. and check in. they all choose the advanced network solutions and round the clock partnership from comcast business. powering more businesses than anyone. powering possibilities. everything. >> blood pressure, circulation. >> and energy production for starters. so here's a radical new approach to cardiovascular health support from the brand. with more five star ratings at walmart than any other beat brand, it's super beats by human. the number one cardiologist recommended beat brand. discov

nate jones... lines things up... checks his fidelity app... looks to outside analysts to get a secondnion. nate likes what he sees... and he places the trade... talk about easier investing. cost of building ai. nvidia on pace for its worst day since march of 2020. broadcom and marvell also down double digits. wedbush analyst matt bryson joins us now to discuss what it all means for the major chip stocks. thank you for being here, matt, on this important day. so you have a buy rating on nvidia. you cover the semi sector. does this change your rating appetite or what you're going to pitch to investors. does it change the calculus for whether or not to buy these stocks at these price points? >> i mean, certainly i think you have to add the potential impact to your mosaic. having said that, i think that the promise of ai remains the same and the risk remains the same, which to me is not so much around how much ai costs or what the resources are, but instead it's how do we unlock the power of ai? how do we get to the point where we really start seeing applications show up and displace? you

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. >> morning show, but you might get so nate jones... lines things up... checks his fidelity app... lookshe sees... and he places the trade... talk about easier investing. year. the central bank is widely expected to hold rates steady on wednesday. for more on what we can expect, ben evans, a fed watch advisor, joins us on set. ben, any chance the fed doesn't hold? is it all in what powell has to say? >> it is all. what he is going to say. but you know market pricing at near 100% of on hold. first time since the fall of 2023. we had rates a little higher than we are today. so if he is a little bit dovish, even if it's like a tinge of it, it would be kind of a shock, right? so now buttigieg, i think what we have to take note of is waller and chris waller, who i think was really deviating from the cautious tone that we got out of the fed over the last several weeks, looking at the data and saying, we got to keep our eyes on the inflation ball and really pay attention to that. and he came from a completely different angle. you know, powell has always been a little bit with him in that sense

. >> global bank to power new possib nate jones... lines things up... checks his fidelity app... looksoutside analysts to get a second opinion. nate likes what he sees... and he places the trade... talk about easier investing. next on the red carpet we have gina costa... looking simply stunning... with this season's hottest accessory. -[ cellphone vibrates ] -oh, what's this? she's opening her fidelity app... to buy that stock... for exactly the amount she wants... no fees or commissions... what will gina do next? gina has roller derby at 6:00 pm. i'm there. get started investing for as little as $1. talk about easier investing. >> on a crazy day for the market. with some huge headlines on the ai front, i've been keeping a close eye on a hostile takeover bid that might have flown under theerad to buy beacn roofing supply for about $11 billion $124.25 per share. stock closed today at $119.58. it's up $1 $1.16. now, this has been an ongoing saga starting in november, when the wall street journal published an article stating that an acquisition would have been made by qcso. but beacon's m

i'm a nate jones... steps up to the mirror... lines things up... towels off... checks his fidelity appsts to get a second opinion. nate likes what he sees... same page? -[ dog barks ] and he places the trade... before anyone hears him talking to himself. [ dog whines ] buy u.s. stocks and etfs for as little as $1, with no commissions. talk about easier investing. gina costa... looking simply stunning... what's this? she's opening her fidelity app.... to buy that stock... with no fees or commissions... because what does gina got? gina's got the look. that never gets old. talk about easier investing. that's my secret to better odor control everywhere. >> welcome back to squawk on the street industrials coming >>> welcome back to kwauks on the street. industrials coming off their best day since november, now the second best performing sector on the s&p this month. that mystery chart we showed earlier was ge vernova, the best performing industrial stock to start the year, up more than 30%, reporting some fresh numbers this morning even though the bottom line number was a little unclear com

nate jones... lines things up... checks his fidelity app... looks to outside analysts to get a secondhe sees... and he places the trade... talk about easier investing. >> to secure your free. >> generator and solar panels now. >> welcome back to squawk on the street. i'm bertha coombs with your cnbc news update. the white house budget office is pausing all grants, loans and other federal financial assistance as of 5 p.m. eastern today. the freeze could have widespread effects across health care, research, education programs and other initiatives. as the trump administration begins an ideological review of government spending. the order does not impact social security or medicare. norfolk southern and east palestine, ohio, reached a settlement over the february 2023 derailment that released toxic chemicals into the small villages, air, soil and creeks. the $22 million settlement resolves all claims from east palestine. the money is designated for any issues connected to that derailment. and google is changing its maps to fall in line with two name changes ordered by president trump. th

judge ursula jones dixon won in the final round of voting with three supervisors dave hobart, nate mileynd elisa marquez choosing her as their first choice. jones dixon was one of seven finalists for the district attorney job. supervisor nikki fortunato bas voted for deputy attorney general venus johnson, supervisor lena tam voted for contra costa, assistant d.a. annie esposito. jones dixon said that she will run things very differently from the former da. >> price d.a. was. >> more of an activist than a district attorney. although i respect her convictions, they're not mine. i'm here to do a job. and as a judge, you have to be fair and impartial. you have to make sure you keep the law first. and this is a victim centered process. it will be under my office going forward. >> jones dixon will serve as da through the 2026 midterm elections, when she will need to run for reelection. she explained why she wanted to step down from the bench to work as district attorney. >> being a judge is awesome and i get to touch individual families, but as a da, i get to touch the entire community, and th