let's have a little bit of fun joining us again, tim seymour, cio at seymour asset management and cnbcutor. >> good to be here, pal. >> thanks, keith. yeah, let's talk about intel. shares have been destroyed over the last few years, but this week up 25%. what's your level? >> let me come in. in the past, i have absolutely had a romantic attachment here. i am leaving until i feel almost betrayed by this one. i mean, this is a story. i understand the news flow over the week, some headlines around tsmc. we certainly know the administration wants, you know, made chips in the usa. the reality is this is a rudderless ship. this is we need a ceo. we need a plan. i get the fact that there will be there should be there could be a manufacturing relationship with taiwan semi. you could have their wafers and their fabs. and this is probably how this works out. this feels like that move we had on the qualcomm news back in the fall. i think you're fading this one. and again i'm afraid i'm sorry intel i'm leaving you. >> we need a sound effect. next up we have cvs health shares fell more than 43% las

to talk more about how to position the cnbc contributor, tim seymour, cio of seymour asset management? welcome. >> well, you know, what we heard in the cpi. >> print doesn't necessarily. >> even. >> begin to factor. >> in what we hear. >> now the eu. ministers griping over and. >> there's going to. be quite a powwow. and yeah, we did hear from a bunch of eu companies, german companies this morning. talking about tariffs. almost anyone. >> who wants. >> to maybe. >> also. >> you know, throw a little kitchen sink. >> out there can throw out the. tariff inflation bar. but that cpi. >> number was was ugly. >> it was. >> ugly because the. >> services inflation. >> is the highest. >> we've seen in. >> years now. but at. >> 5.8% roughly. >> this came in significantly higher. >> and who. >> doesn't see services inflation. >> higher in their lives. >> so the fact is disinflation. >> which was a great trend. it wasn't. deflation and. >> it wasn't back to. >> the. >> fed's target. >> but we were fine with the trend we were on. yeah. now you. >> look. at the core. >> and this is the highest six m

and this name our mystery chart that tim seymour says he's getting ready to buy on a pullback. not much of a hint there, but if you think you know it tweet me tim will join us on that in just a bit. let's start with the market landscape though. and dom chu brings us that. as always dom what can you tell us. >> all right. so kelly what we have right now because of that maybe wait and see mode for the big jobs report coming up tomorrow, is a market that is moving just modestly both to the up and down side today. now, what i will tell you is that the dow continues to lag, but it's only off about one quarter of 1%. that's good for 103 point drop to a level of 44,771. the s&p 500 has been pretty much positive all day, even at the lows of the session. we opened up just about flat there, so just no movement. but we were actually up about 19 points at the high. so we're tilting towards the higher end of that range. right now. the 15 point gain is good for a one quarter of 1% gain to a level of 6076 for the s&p 500. the nasdaq composite is at 19,751. it's good for about a 5859 point adva

on the desk tonight tim seymour, karen finerman, dan nathan and guy adami. we start off with two dow components today, signaling they might be hitting the ceiling on prices they can charge consumers. mcdonald's seeing its worst u.s. sales decline since the pandemic, saying in its earnings release it's seeing a drop in the average check size. and the wall street journal reporting that a disney world vacation is out of reach for many american families. u.s. theme park operating income dropped 5% in the latest quarter, with attendance dropping 2% as high prices for hotels, foods and fast passes push consumers away. so it appears consumers are now uttering the famous line from popeye, i can't believe i'm going to say this. that's all i can stand and i can't stand no more. >> you don't have to. >> if that is the case, what does this mean for margins and stock prices? in a world where companies cannot pass inflation along to their customers? guy. >> i can't. >> believe you didn't you didn't have. >> to. >> do that. >> and then. >> you could have come back with i.

as you discussed with tim seymour in the previous hour, the disinflation process has ceased. the last couple of months you've had above target inflation. 3/10 of a month is called three and a half to 4% annualized inflation. that's completely unacceptable from an investor standpoint, which is the world in which which i and solis lives. what we're really wrestling with is the odds of those increased hikes, the odds of an increased hike. and again, right now, i think your base case should be that they're certainly done for the first half, that that's a given at this point. probably not going to hike this year although anything can happen. but but that those probabilities of a hike are what you want to be paying attention to. the low probability now is what you want to be paying attention. >> i'm and i agree. so tactically, what are some ways to think about this. for instance do you say, well you go back to the max seven because they're the only ones who can handle high inflation, high interest rates, or are there, you know, multiple other ways to think about this? i mean, what

i'm melissa lee, coming to you live from studio b at the nasdaq on the desk tonight, tim seymour, dan nathan, guy adami and katie stockton, founder and managing partner of fairlead strategies. welcome, katie. and we start off with tesla in turmoil, the ev stock plunging more than 6% today, hitting its. lowest level since mid-november and locking in a five day losing streak. the stock has lost a third of its value since setting a record in december, retracing more than half its post-election rally. the latest round of losses comes amid a slew of potential distractions for ceo elon musk heading up doge. here he is, in fact, today in the oval office with the president as well as his son. then there's his $97 billion bid for control of openai and of course, his nonstop posting on x. on top of that, there's concern over the slowdown in tesla's core business, the company seeing sales in france, germany and china plummet to start the year. bulls seem to think the push into self-driving will be the next positive catalyst for the stock. but will that be enough to give tesla the edge over the c

tim seymour, karen finerman, dan nathan and guy adami. we start off with the very latest on the. president's tariff. >> tit for tat. >> markets seem to breathe. >> a sigh of relief after trump signed a memorandum laying out his plan to impose. >> reciprocal tariffs on. >> other countries. >> but stopped short of actually. >> implementing any. the s&p closing within a whisker of a record. the nasdaq jumping. >> a percent and. >> a half. and the yield on the ten year treasuries dropping ten basis points. >> for more. >> on what we heard out of the white house today, we are joined now by eamon javers. eamon. >> hey there melissa. >> we'll take a live look. we've got tape feeding in right now of president trump and narendra modi, the prime minister of india. they are meeting at the white house today. just a few moments ago, they sat side by side in the oval office. took a few questions from the pool. we'll update you if there's any news coming out from that. they are expected to have a press conference here in just a short time. but earlier today, i was in the oval office as the pres

. >> we have tim seymour, courtney garcia, steve grasso. and mike co. so let's start off with the threat of new tariffs sending stocks sharply lower to end the week. >> the s&p dropping. almost a percent closing near its lows of the day as. >> president trump. said he'd announce reciprocal tariffs early. >> next week. those comments further rattling investors already on edge after a disappointing. jobs report in the morning. the us economy adding 143,000 jobs in january, versus estimates for 169,000. the unemployment rate also edged. >> lower, while. wages rose. >> more than expected. the nasdaq was the. >> biggest loser on the day. >> led down by amazon, which dropped 4% after its earnings. report coming out after the bell on thursday, combined. the mag seven. >> lost over $300 billion. >> in market. cap today. >> so what do all these moves. >> say about the direction for the market? >> tim, start us off. we sort of ending the week. >> with tariff worries. >> we started the week with some. >> tariff rattling, worried first. >> then relief. >> what in t

. >> tim seymour, steve grasso, carter wirth. >> and guy adami. >> we start off with gold's. record run, the safe haven asset hitting a fresh all time high as. tariffs on china raised the. >> real. >> possibility of a. trade war and higher inflation. gold miners benefiting. >> from the move. >> higher today. the gd etf that tracks the space up more than 20% already this year, more than doubling the metal. and that same pressure, pushing bitcoin even. further below. >> the $100,000 mark. >> so-called digital. >> gold falling. >> victim to investors moving. away from riskier assets. all of these. >> moves coming against. >> an uncertain interest. >> rate backdrop. >> the ten year yield at its lows of the year and down nearly 30 basis points. >> from its january highs. so guy. >> has been pounding. >> the table on gold. as you all know. >> for. >> some time now. here we are. >> yeah tim. >> as well. and we'll both talk about it. but you know it's all time high. miners are starting to participate. you mentioned gdx. >> i think october. >> traded up. >> to 44. >> i think it takes.

tim seymour, karen finerman, dan nathan and savita subramanian. >> head of. >> us equities and. >> quantitative strategies at. >> bank of america securities. >> welcome, savita. >> we start off with alphabet's slide. >> on its q4 results. >> the tech. >> giant losing nearly $200 billion in market. cap after a miss on cloud revenue. the company also announcing $75 billion in capex this year. the call kicking off in just the last hour. cnbc's deirdre bosa has been listening in. she's got the latest. debo. >> hey, melissa. i'm listening in. and the cfo, not ashton kazee, is speaking right now. we're getting to the juicy part. so i'll check back in with you. but the big picture here is that shares are down more than 7%. she just called out for an exchange rate impact that will affect q1 revenue. so that may be why you're seeing them slide even lower. she's going to call it a few more things, which i'll bring you. but it's really the cloud miss that investors have been focusing on. that comes about a week after microsoft's cloud miss, suggesting perhaps that investors are going to have to wait longe