stifel is moving crowdstrike to the buy rating.strike is a handful of vendors positioned to capitalize on consolidation in the coming years. those shares up 1% in the extended trade. >>> analysts upgrading tripadvisor to triple form. the ability to make more money from additional sources is working. shares up 2%. >>> a double dose of bad news for plug power. wolfe research moving it to a peer performance morgan sdtanle cutting the plug on the warning of the future viability. plug power shares off 4.5% in the extended trade this morning. >>> time for the global briefing. china reportedly exploring whether to resume purchases of boeing 737 max aircraft during the summit in california this week. xi jinping is not expected to reveal any formal announcements until the sale is form. any potential agreement could dissolve before president xi and president biden meet on thursday. >>> and the u.s. and indonesia to discuss a deal for ev battery minerals including nickel. officials will meet with president biden at the white house today to di

>> in terms of stocks, we have a uk focus at stifel. one is a surprise which is dfs.bviously, it hasn't been having a great time of it. it sells large sofas. you know, when the market is tough and consumer budgets are tight, they pull back. that is reflected in the stock price.versus historically. that has a potential to bounce back. another one we like is moon pig. an online card shop. very high margins and strong cash generation. align has come down a bit. it is in a position as online sales will pick up. that is the top two. >> i love a personalized card. i can see where they get the high margins from. david, thank you for joining us and helping us in store what is in store for cyber monday and helping us review black friday. david hughes at stifel. >>> let's look at futures and see how wall street we reopen a holiday in the u.s. with thanksgiving day closed and the short day on friday. we see a similar pullback from europe and asia overnight compared to the u.s. that is it for "street signs." i'm julianna tatelbaum. "worldwide exchange" is coming up next. only sle

>> stifel. we doubled our position because the company came out, terrible earnings. for refugees from bigger firms that don't want to be with big banks any more. great ceo. over the next year, we think 40% earnings growth. ten times earnings. we like the brokerage business, because it's scaleable. we think not enough people own brokers. we think it's a great name. >> it's up near 9% in a week. joe, what about brokers? what about financials? >> if you believe that the market is going to rally, if you think there's an improved environment for risk assets, then owning exchanges, brokers, and asset managers is the second derivative trade. >> i heard you in a commercial talking about interactive? >> yes, i was. it's down today, scott. we hold that. >> i hear everything. >> it's down 2.5% today. great company. i bought it at the dip. >> let's do "final trades." kick us off. you want to mention one of joe's stocks that's down? >> i want to mention utilities that you have mentioned a lot. utilities bottomed around october 2nd, and you're seeing this, you know, change in the

but i'm going to play stifel back on this trial date man -- may -- over and over again, and she stillally, continues she pushes farther down the road a full dozen deadlines. matt -- what you just said in your league in is most important. she is a status conference hearing, date but you also call a controlled date for march 1st, what does that mean? on march 1st, the parties will gather in the courtroom in florida, and will still d.c. prosecution of donald trump -- that judge chutkan is presiding over is issued jury selection through these, later march, fourth and i am almost certain the male trial date in the voting case will continue, it will get pushed down the road. will they get pushed beyond the november 2024 election? well let me just say, the handgun result of the trial in washington d.c., it may matter less in the event almost trump is convicted in d.c. case. >> and before we move on, i will add the following scheduling footnote for our viewers, judge -- in the manhattan d.a. criminal case, we forget to mention that, one was the first one to have come around. when the trial mo

stifel is focused on what's going on with the automotive space mobile demand they say near-term marginss slow more broadly. would you be a buyer here? >> you know, we wouldn't. we think it's still too early because the return to growth in china just has been very disappointing. it really hasn't accelerated like we thought it would. the auto production of course is boggled by that six-week strike across the industry. and we think that the outlook is perhaps a little dour for auto production. so the only positive is that ai. and we just think management's going to talk about those headwinds and we would not be a buyer. >> are you bullish or i don't know maybe how you describe it if you have a take on the semiconductor space more broadly here. you know, it's been kind of a rising tide like we mentioned but now we're seeing some more headwinds, some more differentiation, a lot of talk about when we're really going to get back to kind of normal here. >> yeah, i think it's pretty broad-based all these headwinds. i think it's completely across the semiconductor area. >> all right. so nxp just

> and for more reaction to a looming shutdown, let's welcome in brian gardner, policy strategy at stifelook like? >> deja vu of the end of september. feels like we were just here a couple weeks ago i think they're going to feel their way through, especially in the house, as emily described. you have these two different approaches one this lattered cr, continuing resolution, a newfangled mechanism some lawmakers have come up with and i think the speaker will try to push that because it placates the right wing of the republicans. but it's not going to pass i think you probably see a situation where you give the conservatives some room to breathe, and when their approach fails, then i think probably the house, you know, reverts back to some kind of regular c.r a clean c.r. you know, maybe some supplemental funding for israel and ukraine on board that's a separate matter, but i think at the end of the day, they revert back to the clean c.r. that gets them into probably 2024 just a question for, one, how long, and two, does the government shut down and how long. i think the odds of a shutdown

stifel stocks should climb a wall of worry. oh, how quickly the narrative changes. >> they do this every year. they do this every year except for last year. >> every week. >> except for last year at the end of october after the market bottomed they told you it would get worse. but in a year where the market -- in a year where the market is up double digits going into november 1st, you're not a seller. "a," you have typical seasonality on your side. "b," you had a particularly difficult year for active managers given the fact the only stocks went up were the stocks all underweight. so you know there's chasing. this is not chasing like iguess i'll chase the s&p. this is like if i don't chase the s&p, i have no career come january because the redemptions will take me out of the seat. you don't sell mariah carey. we're in mariah carey season. is it the right time to sell? i don't think it's right now. i really don't. so unless something materially changes geopolitically, which, of course, is always possible, i don't know. it's druc

64 just under 61 at the moment and move to has been halliburton, lower opt year, beat on revenues, stifelks positive in a broader commodities downturn why do you like this name? >> at a forward p/e of 12, i think it's a value opportunity, but i think you think about halliburton, high tide lifts all boats here i think energy is such a -- a trader's delight but investors have to have exposure. you have to be tactical because we have seen a lot of moments in time either geopolitical tension, strength of the dollar, u.s. policy, the federal reserve has their hand and footprint on energy this is a name that has a very strong balance sleheet. >> 12 times forward earnings brings us to your bail almost a cheat it's not a fossil fuel name. it's solar you could have done plug power up here. let me stick with solar, down 75% this year. 27% single day drop. earnings miss, wells fargo says there's no recovery in sight management says marketing efforts and moderating interest rates could be a tailwind. so you know, i don't know, maybe some people are tempted to buy for the long run here but not you? >>

david conrad, managing director at a stifel company.-- actually the bottom, hardest hit bank stock this year besides comerica down 35%. why upgrade now? >> i think actually leslie hit a few points in the intro. one of the main concerns with keycorp is the capital and the impact of aoci or the negative bond marks placed on capital. we feel for names beat up on capital but have lower credit risks the end of last week the economic data we got was a game changer. increased productivity report we got and the weaker jobs report put the pressure on -- off of the higher rates. so that should allow capital to rebuild more quickly and certainly as these bonds have a better value, but with keycorp it's a little more interesting as well because they are materially under earning from some short-term derivatives and bonds that mature over the next four quarters, and as those mature, their average yield is under 50 basis points. our eps estimate for 1 q 2024 to 4 q '24 goes up as the bonds reprise. >> we need bond yields to have topped for the curve t