. >> well done coming up later on the show, ryan cohen is at it again.s and what he might be able to do for it and later on "options action." a fairy tale for disney. question mark. we're laying out a trade that's looking for upside in the magic kingdom stock. you're watching "fast money" live right here in times square in new york city we'll be right back after this >>> all right, welcome back to "fast money. check out shares of nordstrom, up 25% topping the tape at game stop chairman -- yeah, that one, chewy founder ryan cohen -- launches his latest activist campaign to shake up the company's board, likely targeting the seat of former bed bath and beyond ceo best day since last march. courtney, this is a stock that has a short interest component there's a lot of people out there betting against sbit, and that might be one of the reasons the stock is up 25% today. >> it very well might be, and i think nordstrom has -- it's really lacked in that expectations i think people had a lot more expectations than what it's been able to meet over the last several

. >> ryan cohen has taken a sizable stake in nordstrom he is making changes to the board following the steep drop in the price of the stock. the journal adds cohen is aiming to replace one director with a focus on former bed, bath & beyond ceo cohen believes this is conflicting. >>> the shares of adani continues to drop. reports of adjusting some of the companies with scheduled bond payments and the firm's owner was in talks with creditors to prepay loans that could free up stocks in the company's group pledged as collateral >>> and shares of trading in silvergate after the collapse of ftx. investigators are probing the issues with alameda research ville -- silvergate could be under review frank. >>> the nasdaq is taking a tumble with the weak reports from apple and amazon and alphabet the first revenue miss for apple since 2016 expecting to fall at a similar rate amazon issues guidance with growth rates for the cloud business expected to slow for the next few quarters. alphabet posting the first drop in ad revenue since the beginning of the pandemic. the ceo reminding people on the ca

one more thing, shares of nordstrom surging more than 20% today, and this is as activist investor ryan cohenures a, quote, sizable stake in the company according to "the wall street journal." the retailer the latest for cohen following his interest in bed, bath and beyond and gamestop, of course. big plans in motion following nordstrom's lackluster quarter nordstrom responding in a statement while mr. cohen hasn't sought any discussions with us in several years we are hope to hearing his views as we do with all shareholders for now retail investors willing to follow him into this name it's notable when we heard about his stake in alibaba, though we don't know the size of it, the stock didn't move on that. perhaps investors think he has a better chance at making some change here. >> i think, jon, the street felt a bit confused this morning. i know bemo said we are not ambitious enough to opine on cohen's aspirations. a short-term positive. >> short term at least you know who else has a sizable stake in nordstrom, the nordstrom family they have 30%. that's not going to be easy to deal with, ca

the nasdaq down 1.5% ryan cohen's latest investment and a brewing boardroom battle the meme king's nextwe head to break check out the biggest winners on the week in the nasdaq 100, which itself had a winning week at 3.5% align, meta, amd, we'll be right back you'll always remember buying your first car. but the things that last a lifetime like happiness, love and confidence... you can't buy those. but you can invest in them. at t. rowe price, our strategic investing approach can help you build the future you imagine. the first time you made a sale online was also the first time you heard of a town named... dinosaur? we just got an order from a dinosaur, colorado. start an easy to build, powerful website for free with a partner that always puts you first. godaddy. tools and support for every small business first. >>> what is wall street buzzing about? activist investor ryan cohen and his latest target nordstrom is one of the largest nonfamily shareholders, wants to use his position to shake up the board to support cost-cutting efforts as well and no markdowns here. look at shares surging

ryan cohen is set to be taking a sizable stake in nordstrom, according to the wall street journal citing familiar to the matter saying that cohen intends to urge the department store chain to make changes to its board following a share price decline. ryan cohen is known for helping those big rallies including gamestop and this, coming from the wall street journal that he is amassing a sizable stake in nordstrom. let's now turn back to annabelle for some movers in the asian session. after we got those disappointing results from apple. annabelle: what is interesting, we are seeing some of the bigger suppliers moving higher. just under 10 minutes into the session for japan and korea. as you said, those numbers are worse than what was feared by wall street analysts. apple is really showing that impact, still snarls ongoing in the supply chain. we also had seen apple supplies falling in the u.s., like skyworks and the adrs for tsmc. let's change now, as i said earlier, we are in the midst of japan earnings season take a look at these stocks coming online. sony is rising pretty sharply at the

the past 12 months finally nordstrom, those shares are surging on a report that activist investor ryan cohen in the retailer the report says that cohen was chairman of gamestop will push for changing to nordstrom's board. those shares are up 21% right now. cohen is busy on the activist front, david >> he certainly is uncertain outcomes let's turn to the jobs number, non-farm payrolls increased by 517,000 jobs in january. let me say it again, 517,000 jobs it was so far above system, i mean, there was no one, i don't think, steve liesman, that was close in guessing that number. what happened here and what is the impact going to be on fed policy >> well, i think the first thing, david, is what's happened is, the idea that the market is made of -- the outside jobs number to see the world more like the fed does, with threats of inflation potentially coming from a historically strong job market, dialing back the chance of a recession here are the numbers that created the pit in my stomach when like you go down a roller coaster. i couldn't believe it. up 517 estimate was 187 that looks laughable in

dollar general and burlington and tjx and full price doing just okay but got jacked up to $27 by ryan cohen, the savior of game stop trying to shake things up after taking a major position you know i said sell, sell, sell into this and today we got the true colors. the stock plunges more than 8% in '24 because the full price retail isn't working despite the 500,000 jobs created last month that would be great for full price. i know, it's totally counter intuitive. i never seen anything like this economy in my life the non-pharm payroll report supports the notion of a soft landing. you simply can't get a hard landing when you're seeing this much job creation. as for those who think that the january number over states our growth, that it's somehow an out liar, listen, i heard many, many times that complaint but never been true, ever. i'm not willing to say a good number is a bad number because somehow it will force jay powell to raise interest rates like crazy and throw us into a recession. that's unhinged. powell said he wants disinflation and that's what we're going to get pretty much everyw

you know, ryan cohen made hundreds of millions of dollars in five minutes -- basically in five minutesd the fed because inflation ripped back very fast and this is a bunch of carbon copy of august and, you know, i don't think the fed's mandate, maria, is inflation, unemployment and juicing mi m mi stocks, last time i checked. maria: had no. no. a absolutely. could do you think had that waa near jerk reaction. the nasdaq's up 1 10% year-to-date. >> behind me, we run a chat with p institutional investors, one of the largest platforms in the world and the intelligence that i'm gathering from institutions is that they're doing the math on this revival in risk and this revival in inflation, so coffee, home builders, i'm sorry, lumber's up like 30, 40% year-to-date, coffee, i mean, just talk about all the major commodities are really moving, gasoline up 30%, 27% in 25, maybe 30 days. so if you do the math, and you look at what drove the cpi lower in november and december and do the math and you look at the revival in some of the commodities because the fed has softened the path, basically i

stuart: i've got to the talk ryan cohen and nordstrom, because he's taking a stake in nordstrom. don't know how big the stake is, but he's a gamestop meme lord, and he's back. [laughter] again, by the way. so we don't have any financials, we don't know how big the stake is, but this is the second attempt to turn around a failing retailer. remember he bought a 9% stake in bed bath & beyond last year. >>? sold out in the summer. they did surge when he initially bought in. same thing for nordstrom right now, and they have problems right now. inventory grunt, lackluster holiday sales, lower foot traffic, cutting guidance. stuart: he couldn't turn around bed bath & beyond -- susan: no. stuart: the question can he turn around nordstrom. susan: a celebration of the markets is that retail investing has now surpassed those gamestop meme lord days of early 2021. so you see this stock rally that we've seen has ignited interest again and people back into the markets which, to me, is encouraging. remember after the 2001 bubble burst or the 2000 dot.com bubble burst? they didn't come back for

nordstroms soaring after activist investor ryan cohen, founder of chewy, revealed a major stake in the stock maven is now one of the top five non-family shareholders of nordstrom. that stock, nordstrom, up 25.33%. all right, his goal, according to people familiar with the matter, is to replace at least one direct or, former bed bath & beyond ceo mark trenton who chairs the compensation committee and who mr. cohen apparently views as conflicted and unqualified. >>> cold weather apparel in hot demand at this hour. of course, nordstrom carries canada goose which is recovering at this hour. shares are moving higher by 13% after plunging 23% yesterday due to a full-year forecast cut. goose shares up 16% year to date, stand at $2 the 1.25. heading into ski season, hugo boss is finding its cool. the german fashion brand up 18% year to date. it's up 1.7% at the moment and is teaming up with luxury label perfect moment for gear that can take you from coarsing down the slopes to apres ski. celeb is nick jonas and priyanka chopra jonas are investors, supported by the princess of wales and supermo

pro-am the answer 1986 it was originally known as the bing crosby national pro-am. >>> welcome back ryan cohen intends to push for board changes cohen is one of the top five non-family shareholders. cohen will look to replace mark tritton who worked for nordstrom and worked for bed bath & beyond mr. kernen, we have not talked about how you are playing. >> there was a lot of wind yesterday. it is good and bad it was the best of times, it was the worst of times like a dickens novel we may show something later. i had one good swing there is always today. getting up at 1:30 in the morning. >>> ford shares fourth quarter earnings missed estimates and fell short of its full year guidance by $1.1 billion the company cited execution issues that plagued operations fell short of expected sales by 100,000 units. speaking to cnbc after the call, ford ceo jim farley says he knows the company needs to change >> we have to change our cost profile. i have to say i think our approach is different now in the way we are thinking about costs than in the past in the past, we would cut, you know, the people that's

the meme stock investor ryan cohen has built a sizable stake in the chain.eplace at least one of the company's board members. last month, nordstrom slashed sales projections. global news 24 hours a day on air and on quicktake by bloomberg. powered by more than 2700 journalists and analysts in over 120 countries. i am lisa mateo. this is bloomberg. ♪ conventional thinking delivers conventional results. at allspring, we break away with purpose. harnessing data-driven insights and boundless curiosity. we dissect the market from every angle. helping to build portfolios that redefine what's possible. because investing isn't one size fits all. allspring. purposefully divergent. ( ♪♪ ) embedded finance is on the verge of rapid evolution and adoption as non-financial services firms look to enter the market. what's driving the rise of embedded finance and what does the future hold? well, embedded finance, by definition, it's a transaction related to lending or to payments or insurance happening at that point of sale or point of need. we're seeing a significant rise i

obliterating the buyers and not done who knows if ryan will do the same thing for nordstrom he did for bed, bath and beyond the b gl game. there is another connection. cohenr of speculating but begging you to do it wisely. don't go near a company on the verge bankruptcy don't go to a full retailer. i hope these apes can go back to playing call of duty or grand theft auto, probably candy crush and letting management crush them with convertible preferred shares not that they know what that is. maybe they could bet on travis kelsey to pass the ball seven times. there are easier ways to gamble if you want to gamble. time to throw in the towel the people that run the companies see you as easy marks and they'll absolutely take advantage of you if you give them a chance. you know what they're going to do slice off their diamond hands and place them with cubic c zarconia move on. nice try it was hilarious while it lasted i like to say there is always a bull market somewhere. i promise to find it here on "mad money." i'm jim cramer see ya tomorrow. ] do not judge me by my sales. -oh! -yeah! -yeah! -oh! daymond would have been a great partner, but he threw me under