in just a few moments we'll get sara eisen's interview with linda yaccarino, ceo of x, known formerlyter live from their new york city headquarters 30 minutes into the trading session, big movers we're watching, alibaba in the green beats system after revenue grows 14% year on year, the biggest annual increase. tapestry buying capri in a deal worth $8.5 million we'll get details on that in a midget disney headed higher reporting a rare quarterly net loss but announcing plans to raise prices on the ad-free streaming tier and crackdown on password sharing. we're going to break down those numbers in just a moment as pell. >>> consumer prices up 3.4% from a year ago in july slightly below forecast. steve liesman joins us to break down the important number, very much a focus of the market as we'v we've seen a positive sresponse in equities. >> everything coming in 0.1 below and we'll take it if you want to get more precise about it, i'll give you the number, that 0.2 was 0.16. it rounded up to.02 and that follows another 1.58 we're close to being at 0.1 and you have stuff dropping out of t

i'm carl quintanilla with sara eisen.gust comeback marches on as investors digest the eco data. is this the beginning of a broader rally into september? >>> an exclusive interview with campbell soup ceo mark clouse.

i'm sara eisen with mike santoli. we are live from post nine of the new york stock exchange.vid have the morning off. take a look at stocks attempting to rebound just a little bit not convincingly here. up 0.1% on the s&p energy, materials, communications, services, and industrials are leading us higher financials are up as well, but tech can't catch a bid really and health care is under pressure as well that's why the nasdaq is back and forth, positive-negative territory this morning we're tracking for a down week s&p down almost 2% heading into friday here. >> about 4% from those highs of the last month or so we're 30 minutes into the trading session. here are three big movers we are watching cisco shares in the green, rallying on a rebound in orders, despite an outlook that came in below some estimates the stock up 4% at the moment. cvs shares headed in the opposite direction biggest laggard on the s&p after blue shield of california announced to use mark cuban's pharmacy as its preferred network going forward. the stock has been a big under performer this year down 30% ye

i'm carl quintanilla with sara eisen.'s emanuel roman headed for jacksonville next week. >>> hawaiian electric continues to grapple with the fallout from the devastating wildfires in maui. we'll talk to one of the company's largest shareholders about how they plan to move forward with this. >>> rosenblatt with new target on nvidia. we'll talk to the analyst hyped that call as the bulls continue to say this recent dip is a buying opportunity. >>> hour and a half into trading. take a look at the markets.

i'm sara eisen with carl quintanilla and david faber. nine of the new york stock exchange take a look at stocks here in the early action declines we're down 358 on the dow. the s&p 500 down a full percent as well, and the nasdaq under performing as it has been as we've seen these rising yields over the last week and a half down 1.25% this comes after yesterday's rebound in stocks. 30 minutes into the trading session. here are three big movers we are watching for you right now earnings is the theme. ups is under pressure this morning. missing revenue estimates, lowering its forward guidance due to, quote, the volume impact from those labor negotiations and costs associated with the tentative teamsters agreement. look at international flavors and fragrances, slashing guidance after consumers pulled back during the quarter. that company warning that destocking could continue for the rest of the year stock is getting absolutely hammered then on the plus side, eli lilly, one of the top gainers on the s&p as novo nordisk heads higher. >> getti

. >>> linda yaccarino, ceo of x, sitting down with sara eisen in her first interview as ceo sara is backhe highlights. what jumped out at you >> what surprised me most from linda yaccarino, the news on the business improvement because we all read the articles about how advertising has fallen off a cliff, yaccarino this morning told me i'm going to read it exactly, so i get it right, the operational run rate we're pretty close to break even in other words, the company is coming back and almost a cash flow positive. pretty close to breaking even and said they're hiring after, remember, thousands of layoffs when musk took over twitter back last fall, cut the amount of employees from 8,000 to now over 1,000 right now. and she said she's winning business back. i did press yaccarino on the brand concern from companies and marketers about safety, about hate speech and about her boss elon musk and not knowing what tweets he'll put out. >> i think what brands are getting more and more reminded of is the platform is not abou a particular person's tweets it's about the vibrancy and the half a billi

it's a venture between brand management authentic brands and simon property and sara eisen will haveth authentic brands jamie salter, and shein's executive vice chair. >> however they want to see that, salter is funny. really funny and david simon can be ironic. salter is -- he's the real deal. he's incredible. >> yeah. a lot of questions for all of them back in a moment ♪ opportunity is using data to create a competitive advantage. ♪ it's raising capital to help companies change the world. ♪ opportunity is making the dream of home ownership a reality. ♪ ...and driving the world forward to a greener energy future. [applause] sometimes the only thing standing between you and opportunity is someone who can make the connection. at ice, we connect people to opportunity. the citi custom cash℠ card automatically adjusts to your spending. hi. ♪♪ you don't have to keep tabs on rotating categories. this is the only rotating i care about. it does the work for you. earn cash back that automatically adjusts to your top eligible spend category, with the citi custom cash℠ card. nice footwork. to y

i'm sara eisen with david faber. we are live at post 9.by only 13 points s&p 500 does remain weaker this is after yesterday's sell-off be there is strength under the hood, energy, utilities, stap ms, health care, industrials, and real estate. those sectors are there. we are 30 minutes into the trading session. here are three big movers starting with lyft shares are moving in reverse revenue per rider decreased almost 5% this quarter from last quarter. that's a potential reason. look at carvana rallying, expecting ebitda adjusted to be way higher than its prior guidance and analyst estimates the stock is up more than 850% year to date this is one left for dead. and take-two interactive out with results, missing earnings estimates, reaffirming full-year booking guidance we'll talk with strauss zelnick later this hour at post 9 to break down the numbers and the long-term impact he did say, guys, on the call last night that as far as the economy and the consumer goes, he's seeing some green chutes. this is an industry that's been under pressur

i'm carl quintanilla with sara eisen. setting the agenda for today, pimco's emanuel roman headed for jacksonville next week. >>> hawaiian electric continues to grapple with the fallout from the devastating wildfires in maui. we'll talk to one of the company's largest shareholders about how they plan to move forward with this. >>> rosenblatt with new target on nvidia. we'll talk to the analyst hyped that call as the bulls continue to say this recent dip is a buying opportunity. >>> hour and a half into trading. take a look at the markets. a down week overall for stocks. we've seen a lot of breakdown. for instance, the russell 2000 index of small caps below the 200-day moving average. there's been pain in the transports and some of the cyclical areas of the market and technology. although, carl, a little improvement with the dow going positive here. nasdaq still the laggard. down more than 2.5% for the week. utilities, staples, energy, industrials, real estate, financials now all green. so, maybe some buying here. sfwloot v

twitter is heading and what the economy is under elon musk, too tell you what she also told our sara eisenhen "power lunch" returns. 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. you founded your kayak company because you love the ocean- not spreadsheets. you need to hire. i need indeed. indeed you do. indeed instant match instantly delivers quality candidates matching your job description. visit indeed.com/hire >>> welcome back linda yaccarino newly appointed ceo of controversial x sitting down with us saying the company is soon to be cash flow positive >> been with the company eight weeks. the operational runway right now we're pretty close to break even >> close to break even >> yes close to break even. when you think about the cost discipline

. >>> good wednesday morning welcome to another hour of "squawk on the street" i'm sara eisen with carluintanilla. we are live from post nine of the stock exchange david has the morning off. look at the tentative rally in the early action with the s&p 500 up 3 points or so after closing below the 50 day moving average. nasdaq bearing the brunt down .2, while the dow rallies 113 points here are movers we're watching shares of cava headed higher but losing gains the restaurant chain swinging to a profit in the first report since going public since june. shares are up 100% tjx in the green beating estimates with same store sales up 6% driven by strong sales in apparel and home good. >> and target, revenue missing estimates for the first time since 2021 but it was a beat on profits. and the stock is up almost 6% off the highs of the morning but a lot to dig into carl when it comes to the reaction and what we learned from target this morning. first, as far as the reaction, you might ask why is it up when they lowered guidance, saw weaker traffic first of all there was a lot of negative senti

weekend ♪ >>> good friday morning, welcome to "squawk on the street," i'm carl quintanilla with sara eisenmike santoli at post nine of the new york stock exchange jim and david have the morning off. premarkets not thrilled with that macro data today. uk gdp runs hot. our own july producer prices run warm highest annual headline since may. bonds under pressure yet again our road map begins with a slightly hotter than expected july ppi >>> also ahead, the tech stocks are in the midst of its worst stretch since december will the pullback be short lived? >>> president biden speaking out about china's economic challenges, calling the country a "ticking time bomb." >>> let's begin with the markets on this final trading day of the week as investors digest today's ppi number interesting, sara. i mean, 0.1 is not that dramatic we had a negative revision, but coming off the stellar reception to cpi yesterday, maybe it looks a little bit worse >> yeah, after a zero percent in june, you don't want to see it tick up to 0.3% in july, which is what we got, and we know producer prices are wholesale prices

. >>> good wednesday morning i'm carl quintanilla with sara eisen live on the floor of the new york stock exchange. this morning, former fed jis chair rich clarida is a surprise move to the upside coming this week on the inflation front. >> aiece with us, taking sthook lower this morning we'll ask him went what wrong for advertising this quarter >> later, speaking my language, d the pop star joining us. and stocks up and down up and down the pain continues to be in technology, where teeing off of last week where we saw this big rise in yield. the nasdaq down 1%, s&p down a third of 1%. i would also just throw in oil, which is making new highs for the year, despite concerns about weakness in china, about potential weakness in the united states oil just marching higher this morning, which is raising some questions about inflation tomorrow and just how sticky it's going to remain in the months to come as the fed tries to fight it. >> got to 8411 this morning, that is a fresh high gnat gas, the high since march as we're once again worried about the situation in europe and whether or not that

>>> good tuesday morning i'm sara eisen with carl quintanilla from post 9 of the new york stock exchange. neuberger berman's holly craft is with us. >>> zaletis with strong revenue and cuts the outlook. >>> anheuser-busch selling off some craft beer brands the buyer? tilray, ceo irwin simon is coming up. having a nice double digit increase this morning. >>> markets giving back monday's gains and then some on some concerns about china weakness and the macro, moody's drawing attention to some banks, worst day for the kre since may. the vix back - >> we haven't talked about the vix. everything is selling off, except for health care, that's up 0.50% that's thanks to names we're seeing in names like eli lilly, potentially game-changing studies on heart disease from the obesity drugs. overall, carl, it's a selloff kind of day, it's broad. the focus continues to be on soft landing, no landing we'll get a key inflation report on thursday that will be definitive in trying to figure out what happens there on the policy front >> meantime, ten-year snuck back below 4% this morning. we're talking abo

i'm sara eisen with mike santoli live from post 9 of the new york stock exchange walmart in focus after strong earnings and boosting guidance walmart's cfo joins us at the bottom of the hour. >>> how to avoid falling for the elon musk distraction team jessica lessin breaks down her provocative thesis. >>> as investors go bottom fishing into depressed commercial assets. >>> the s&p 500 clinging right around the flat line the nasdaq is the source of downside pressure. apple down more than 1%. continuing some weakness in that former leadership group. you do have financials and energy taking up the slack to some degree. inconclusive, indecisive action. we're 4% below the highs the treasury yields remain in fo focus. we did break out on ten-year yields above 4.25% taking us back to 2008 the 30s are at 4.40. it's a consistent story we're pricing for a better growth economy, high real inflation adjustment yields. we can bet the economy can handle it or not plus a supply/demand issue for debt. >> look, the latest data is supportive of those higher yields we got jobless claims below 240. psychol

sara eisen spoke with ceo jamie salter, david simon shein's executive chairman, among the topics theyiscussed, the rising influence in the fashion marketplace. take a listen. >> i'm always looking at who's successful in the marketplace and i was noticing that there was this company called shein, s-h-e-i-n, they were performing better and better, taking more market share from the fast fashion retailers. what's interesting is they have 150 million customers, spark actually has 200 million customers. different customers. customers that actually come into the stores and physically shop and of course some of those customers are also online because spark has seven brands in its portfolio today, you know, whether it's forever 21 or brooks brothers or reebok, lucky, eddie bower, arrow postale. what's so interesting about their customers and our customers, there will be overlap. there will be customers that want to buy other brands, and not just the shein brand, they'll want to buy forever 21. >> does shein clothing get sold in forever 21? >> we will be testing, definitely, some shop-in shops

tomorrow we'll have an exclusive with those players our sara eisen will bring us that meantime, 1% declines on the nasdaq and we've lost 4,400. >> as we await earnings from intuit, nordstrom, workday >>> let's get to the judge >>> carl, thank you very much. welcome to "the halftime report." i'm scott wapner front and center this hour, one down, one to go. now that nvidia has reported another blow-out quarter, all eyes turn to jackson hole for the fed chair's speech tomorrow. the mark's a bit on edge ahead of that. the investment committee sizing up what's at stake for your money. joining me josh brown, jenny harrington, jim lebenthal. let's take a look at the markets. the dow is down 200 points the lows of the session, half of one percent. we're red across the board is the market gearing up for a hawkish surprise is that why there's no nvidia bounce, the bounce we had went away the only bounce is in yields that leads me back to the first part of the question, the surprise from jackson hole the market will have a tough time dealing with >> i think you're on it. too much in the way of dovish

>>> good morning i'm sara eisen with carl quintanilla live from the floor of the new york stock exchange panera's ron shaich weighing in on those results >> bratt ramamurti joins us as the landmark inflation reduction act turns one today. >> and later, former saks ceo steve sadove >> markets trying to get back some of what was lost on tuesday. as you know by now, the dow's worst day since july, up about 130 here s&p continues to circulate now around 44.50 you have a little bit more tame vix picture below 16 and that ten-year coming off of 4.22 this morning. >> tech is lagging after yesterday's sell-off and now the more recent underperformance of tech after the outperformance of tech so far year-to-date can tech continue to rally as these yields, even if they're pulling back, settle in at higher levels. and the debate continues about whether the economy is too hot to get rid of inflation for the fed. just this morning, we got some housing numbers that were better than expected. industrial production, a litter better than expected after yesterday's retail sales >> a lot of jokes about the

i'm carl quintanilla with sara eisen. the late august comeback marches on as investors digest the eco data. is this the beginning of a broader rally into september? >>> an exclusive interview with campbell soup ceo mark clouse. we'll ask him when consumers can expect relief there. >>> sixth street's alex waxman on how much excess savings have been propping up this economy and what happens when, inevitably, those savings dry up. >>> topping the tape this morning is the deluge of economic data. today's risk sentiment chalged up to inflation hike and the jobs market appears to be cooling. atlanta fed president bostic saying the central bank may not need to do more tightening. senior economics reporter steve liesman with us. does feel like, steve, the market is taking the data as a sign that the fed can do nothing in september, is that right? >> yeah, i think that's right. that's what the futures market shows. i don't think there's any reason to suggest the fed needs to do more here. there were some one-off things people are

tomorrow we'll have an exclusive with those players our sara eisen will bring us that meantime, 1% declinesthe nasdaq and we've lost 4,400. >> as we await earnings from intuit, nordstrom, workday >>> let's get to the judge >>> carl, thank you very much. welcome to "the halftime report." i'm scott wapner front and center this hour, one down, one to go. now that nvidia has reported another blow-out quarter, all eyes turn to jackson hole for the fed chair's speech tomorrow. the mark's a bit on edge ahead of that. the investment committee sizing up what's at stake for your money. joining me josh brown, jenny harrington, jim lebenthal. let's take a look at the markets. the dow is down 200 points the lows of the

i'm sara eisen nasdaq is down half a present.highest levels of the year wire tracking to 2008. a lot of data. we're going to get more this hour here's three movers we're watching starting with home depot beating estimates. a smaller drop in sales growth than expected. more than those results and what they signal in a moment. >>> discover falling the company announcing the resignation of its ceo effective immediately. shares down almost 20% age r and watching nvidia, almost $100 higher ubs calls nvidia a kingmaker >>> we're getting more with inventories. >> an important day when ten-year note deals have spiked to some of the highest levels since 2008 where we close, at 4.25. we're below it and business inventories are unchanged. following so far, unrevised up 0.2 for the previous month we have the market index out for the month of august. for that, we go to diana >> it was a big miss for builder sentiment. it fell 6 points to 50, on the association of monthly home builders index that was the lowest since may, when it lost rose to

sara eisen has the morning off. adp comes in with a miss. watch that closely. >> 30 minutes into the trading session. three movers we're walking. ambarella plunging. the ceo warning of a challenging environment as customers reduce their unveninventory. hp falling also. and watch shares of pvh, beating on the top and bottom lines and solid growth in the asia business, of course that's the parent company of tommy hilfiger and calvin clein. >>> july numbers pending homes, signed contracts not yet closed, so they give us a glimpse into the future. up .9%. up .9%. believe it or not, that is the best number going all the way back to january when it was 8.13. so even though that's the comp, it was much higher in january. now if you take a year over year perspective, minus 13.8. minus 13.8 and we haven't had a positive year over year number going all the way back to november of 2021. but that's sort of normal on the year over year looks. that series started in '02 and the first year and a half it was on record, it was pretty much very similar, lots

sara eisen has the morning off. moderate gains on this tuesday. dow up 60, s&p up about 11.ed but being led so far by communication services. a lot of data is headed our way this week including some pces, global pmis, jobs friday. jolts in about 30 seconds. >> market in wait and see mode. 30 minutes into trading. here are three earnings movingers. shares of pinduoduo in the green beating estimates and rising 66% year over year. defying fears of a consumer slowdown in china up 17% right now. >>> keep an eye on best buy beating estimates, but scaling back its sales outlook for the year. shares up 5.5%. >>> smuckers headed higher, the company raising guidance amid strength in the coffee and consumer food segments, though revenue was a bit of a miss. don't miss ceo mark smucker with his take on the quarter in the next hour. >>> jolts is hitting the tape. let's get to rick santelli. >> carl, all you need tooz is watch the yields. yields are dropping and why are they dropping? jolts disappointed. expecting a number around 9.5 million. 8, 827, 000. that is the smallest jolt, job op

sara eisen has the morning off. here around 4400, but there is something for everyone today. banks, retail, semis, china, fed speak and a lot more. >> ipos, deals, it really is a news worthy tuesday here. we're 30 minutes into the trading session. here are three movers we're watching today. shares of dick's sporting goods plunging this morning. reporting a 23% drop in profit in the second quarter, also slashing its earnings guidance amid an increase in retail theft and slow sales in the outdoor category. those shares down about 23% right now. >>> target, another retail mover, hitting a 52 week low as nvidia racks up another all-time high, though in the redhead of results tomorrow. >>> and shares of macy's dropping despite a beat on the it top and bottom lines. the retailer striking a cautious note about consumer spending in the back half of the year and standing by its conservative full-year guidance. shares now down about 8%. ceo jeff gennett joins us to break down the numbers in just a moment. we'll see if that co

quintanilla with david faber and morgan brennan live at post nine of the new york stock exchange sara eisen off bulls going for two in a row on the upside haven't done that so far this month. data and earnings headed our way, all sectors green with jackson hole under our belt. >> 30 minutes into the trading session. three movers we are watching this morning 3m on pace for its best day having the most positive impact on the dow reports of a $5.5 billion plus deal to resolve more than 330,000 lawsuits related to 3m's combat ear plugs, more on that later this hour. >>> boston scientific gaining after positive results for the treatment for patients with atrial fibrillation or abnormal heartbeats you can see those shares are also up 5% >>> keep an eye on chinese tech stocks today regulators in beijing taking multiple measures to boost confidence in its stock market as commerce secretary raimondo kicks off a four-day trip with key leaders in that country. we're going to break it all down in just a moment you can see right there, names like ba ba and jd.com both up 2% carl, you mentioned the fact

sara eisen has the morning off.et a little bit of bounce after three weeks down for the s&p. a lot is going to depend on the data and the earnings headed our way. some high-profile ones including nvidia. >> a pretty big week. wea we're 30 minutes in. tesla rebounding this morning, though still in correction territory after a double digit fall in august. shares more than 25% off 52-week high and up 6% today. >>> and nvidia, carl just mentioned it, continuing its ride higher. hsbc raising its price target to $780 per share as baird calls it a top pick ahead of results later this week. that stock up about 4.5%. and finally, palo alto surging after a strong eps beat and guidance. more on those results in just a moment. >>> well the dow is coming off what was its worst week since march. the nasdaq posts its biggest three-week drop since december. all this as investors brace for fed chair powell who will be at jackson hole later this week. steve liesman joins us, of course. he gets ready for jackson hole. his fishing gear

sara eisen has the morning off retail sales, fmoc minutes, and eco data headed our way. >> we are 30teel shares surging, the company rejecting an unsolicited bid to take over for $7 billion as they explore, quote, strategic alternatives and paypal, in the green, naming a new ceo, executive alex chris, more on that news in a moment. >>> and finally, tesla under pressure, down digits double on the month, and more price cuts this morning, especially in china. those details later this hour. guys >>> so china, big topic of conversation this morning, the risk of contagion, the potential for either just a churn of headlines, a churn of noise that i think has investors a little bit on edge this morning, potentially outweighing some positive headlines that are out there, the potential for additional rate cuts in 2-q, at least according to goldman but china more in focus this morning than it has been. >> the journal focusing on the corporates that are suffering as a result we talked to one of them i mean, caterpillar. others, starbucks actually doing okay but the chinese economy overall has be

weekend ♪ >>> good friday morning, welcome to "squawk on the street," i'm carl quintanilla with sara eisenuly producer prices run warm highest annual headline since may. bonds under pressure yet again our road map begins with a slightly hotter than expected july ppi >>> also ahead, the tech stocks are in the midst of its worst stretch since december will the pullback be short lived? >>> president biden speaking out ab

on the street" is next ♪ >>> good thursday morning, and welcome to "squawk on the street," i'm sara eisenhat's in focus, and we're seeing a little mini-bounce this morning. >> a mini-bounce >> we're still down for th

. >>> good thursday morning, welcome to "squawk on the street," i'm carl quintanilla with sara eisene morning off. we close out the month of august today with the best week of the s&p since june as july core cpi prints in line ten-year, pretty subdued our road map this morning begins with the fed's preferred inflation gauge, what core pce results might mean for interest rate policy. >>> also

. ♪ >>> good friday morning, welcome to "squawk on the street," i'm carl quintanilla with sara eisen,ough week to bed. futures down, s&p set for three weeks lower, longest streak since february, even with this slight bid in bonds. got some options expiration today. our road map begins with the markets, extending this week's losses after major indexes closing closing below thei

>>> joining us right now the norm eisen, house counsel for the democrats in donald trump's first impeachment trial. sara lays out what the calendar could look like today or does look like today in this moment. if a calendar is stacking up like that with court dates like that, what does it mean? >> well, kate, thanks for having me back. it means that we're not going to get all of these proceedings in that very tight window. i do think there is time to try two, at least, of the major cases. of those, the first of the criminal ones is jack smith's, which is requested for january. my view is that the judge in d.c. because of the importance and the federal statute, the speedy trial act said the public interest must be taken into account. that case will be set. alvin brag has already said that in the interest of justice, he's willing to flex his calendar. that might mean he would make room for the jack smith case, might make room for the fawnny willis case. we have to be realistic about that case. it's good to have a case as large as the alleged conspiracy itself but with 19 defendants will we be able to get