let's get totime tyler mathisen >> thank you very much joe biden will deliver remarks on those ufos aboutalf hour from now it comes at 2:00 p.m. eastern time this according to the white house. he returned to the oval office about an hour ago after routine physical exam at walter reed hospital near washington >>> in michigan, several cars of a freight train derailed this morning, but no injuries or hazardous materials. the epa is visiting the even a much more serious derailment in ohio earlier this month, this that town some people have not been able to get back to their homes. >>> in paris, thousands marched against the government's plan to raise the retirement age to 64 it's the fifth day of protests there, and unions are threatening to bring the country to a halt on march 7th if president macron does not back down kelly, back to you >> tyler, thank you so much. >>> coming up, door dash shares earn 13% applied materials has only missed on the top and bottom lines three times in five years. and the street expecting equipment sales to top $11 billion. we'll bring you all that in our next e

there's tyler mathisen huge costco fan. toybe generac o.a million different ways i should be trading. look! what's up my trade dogs? you should be listening to me. you want to be rich like me? you want to trust me on this one. [inaudible] wow! yeah! it's time to take control of your investing education. cut through the noise with best-in-class education resources that match your preferred style of learning. learn your way. not theirs. td ameritrade. where smart investors get smarter℠. the hiring process used to be the death of me. but with upwork... with upwork the hiring process is fast and flexible. behold... all that talent! ♪ this is how we work now ♪ this thing, it's making me get an ice bath again. what do you mean? these straps are mind-blowing! they collect hundreds of data points like hrv and rem sleep, so you know all you need for recovery. and you are? i'm an investor...in invesco qqq, a fund that gives me access to... nasdaq 100 innovations like... wearable training optimization tech. uh, how long are you... i'm done. i'm okay.

there's tyler mathisen getting ready.on fire if we hit 4% lloihionheth side of this quick break. ♪ ♪ wow, we're crunching tons of polygons here! what's going on? where's regina? hi, i'm ladonna. i invest in invesco qqq, a fund that gives me access to the nasdaq-100 innovations, like real time cgi. okay... yeah... oh. don't worry i got it! become an agent of innovation with invesco qqq (vo) if you've had thyroid eye disease for years and you can't get any shut eye yeah... oh. don't worry i got it! because you can't shut your eyes, it's not too late for another treatment option. to learn more visit treatted.com. that's treatt-e-d.com. >>> good afternoon, everybody and welcome to "power lunch. alongside kelly evans i'm tyler mathisen coming up today stocks sinking to start the shortened week. rates rising if the fed stays higher will stocks go lower? well, that's what's happening at least now. we've got all the big movers and market reaction covered. >> plus, worries about the consumer one of the things weighing on stocks we

welcome to "power lunch" along side kelly evans i'm tyler mathisen who's right about inflation?

i'm tyler mathisen with kelly evans. are we about to see a wave of deals in pharma. recent memory, pfizer, merck, others could be on the prowl for takeover targets, the panel will discuss what it means for those companies and the biotechs that could be on th

alongside kelly evans, i'm tyler mathisen a big announcement from ford ford spending $3.5 million onlant. the company's ceo about to join us for an exclusive interview. >> plus, we are crowning a stock draft champion, and the winner, guys, is winning in everything ryan reynolds. thanks to his selection of netflix, he cruised to a victory. ford, by the

welcome to "power lunch," along with kelly evans i'm tyler mathisen >>> coming up we have google searchingusing there 150 billion worth alone. the company thinks the stock is a buy from here. >> stepeaking of disasters, lyft getting crushed, losing a third of its value we will dig into the core of what happened and get our traders to take on whether it looks attractive at this discount let's check on the dow and the s&p, close to break even, but the nasdaq taking a hit as interest rates continue to

we're going to get the minutes in just a couple of minutes, actually tyler mathisen getting ready forwill join you, ty, on the other side of this break - "best thing i've ever done." - "best thing i've ever done." - it was the best thing i've ever done, and- - really? - yes, without a doubt! - i don't have any anxiety about money anymore. - great people. different people, that's for sure, and all of them had different reasons for getting a reverse mortgage, but you know what, they all felt the same about two things: they all loved their home, and they all wanted to stay in that home. - [announcer] if you're 62 or older and own your home, you could access your equity to improve your lifestyle. a reverse mortgage loan eliminates your monthly mortgage payments and puts tax-free cash in your pocket. call the number on your screen. - why don't you call aag... and find out what a reverse mortgage can mean for you? - [announcer] call right now to receive your free no-obligation info kit. call the number on your screen. >>> welcome to "power lunch. i'm tyler mathisen it is a busy afternoon ah

i'll join tyler mathisen who is getting ready for isth big show right after this quick break ♪♪ we allthat you want to keep in the family... ...or passing down the family business... ...or giving back to the places that inspire you. no matter your purpose, at pnc private bank, we will work with you every step of the way to help you achieve it. so let us focus on the how. just tell us - what's your why? ♪♪ >>> good afternoon, everybody, and welcome to what promises to be a very eventful "power lunch. along with kelly evans, i'm tyler mathisen we're a few minutes away from the release of the fed's statement on interest rates, the central bank's taper time line, kelly, in focus. >> before we get to our panel of experts, a quick check on the markets. we're looking at the dow down 307, so a little off session lows, almost a 1% decline. the s&p is only down 0.4 as we await this big decision. david kelly of jpmorgan asset management, a morgan stanley investment, and new edge wealth's karen david, we'll start with you. we have the move itself. we have the press conference, what in the statemen

alongside kelly evans i'm tyler mathisen coming up the future of goldman sachs.anagement will be the new growth engines for the company, but will he be around to lead goldman to its next chapter? we'll discuss what's ahead for solomon and the bank. >>> plus, target shares are moving higher. earnings beat but the outlook is weer

i'm tyler mathisen alongside enkelly evans. two big events to talk about today.jay powell he says deflationary progress has begun. markets liking the sound of that first we'll break down his comments and the big market future >> in the meantime microsoft holding their big event focused on a.i ceo satya nadella says it's going to reshape everything in the software space it's already reshaping search for them he joins us in a few minutes to talk about this revolution and we have a great panel assembled to talk about both of these big events steve kovach along with oppenheimer analyst tim horan, kate rooney, herb greenberg and jennifer elias will be joining us to talk about microsoft >> and on the fed and the markets we have hear from bill lee and steven denicholo but before we get to them let's get to our own dom chu to see how the markets are reacting

to the headlines with tyler mathisen >>> recovery operations have concluded off the coast of south carolinaiece of debris from the chinese spy balloon that was shot down almost two weeks ago are now heading to an fbi lab in virginia for analysis. >>> the ntsb says security video of a train that traveled another 20 miles from where this was shot before derailing in ohio indicates it was having a mechanical problem well before it came off its tracks spilling dangerous chemicals and causing a major environmental crisis the video shows sparks and flames coming from one of its wheels as it passed by there you see that scary sight >>> and a power problem at an international terminal at new york's jfk airport has continued into a second day disrupting more than 100 flights. it is a real snarl there some people, frank, say they don't expect to get out until sunday at the earliest back to you. >> a friday before the holiday weekend, i'm sure a lot of upset people >> and new yorkers take these things really well >> tyler mathisen with the sarcasm, thank you great to see you >>> nvidia shares are lowe

. >>> good afternoon everybody and welcome to "power lunch" alongside kelly evans i'm tyler mathisentoday the stock up 60% this year the company says ai is going to be a boost what it means for nvidia and other chip names as ai is the new battleground. >> plus kyle bass joining us live we'll talk about the market and fed and china. we'll check the markets. down dow down a little more than

let's get to tyler mathisen. >> thanks, everybody here's what's happening at this hour house republicansed to drip e ilan omar of her committee some republicans accused her of being an antisemite. >>> it's governor sarah huckabee sanders that will deliver the response to biden's state of the union address. she said she looks forward to highlighting the differences between the republican and democratic visions of the nation and european aid for ukraine has topped $55 billion since the beginning of the russian invasion this as zelenskyy warns russia is preparing a major new offensive as the first anniversary of the war approaches >> thank you >>> coming up, health care was the trade to be in, in 2022. this year, a very different story. should you jump back in? we'll speak with one person who says there are two key factors e wchg. at is next ve in vancouver, washn and i write mystery novels. dogs have been such an important part of my life. i have flinn and a new puppy. as i was writing, i found that i just wasn't as sharp and i new i needed to do something so i started taking prevagen. i r

. >>> good afternoon, everybody, welcome to "power lunch" along with kelly evans i'm tyler mathisen glad you could join us coming up, americans wen shopping in january, out to eat and to the car dealer. retail sales up 3%, well above expectations is that good news for those worried about recession? yes. bad news maybe hoping fed will stop raising interest rates, kelly. >>> plus, trouble at the ftc a commissioner resigns and blasts the chair on the way out saying lina khan is abusing her pow perp talk about this squabble and what it means for corporate america and dealmaking. >>> first a check on markets. bouncing back. thought market was worried about fed rate hikes everything green. s&p flat nasdaq up as well. >> check in with kristina partsnevelos what's moving in markets today. >> of course yeah stocks making moves. stocks off lows of the day nasdaq only inda si in the green. s&p 500 flat airbnb biggest winner on nasdaq 100. blow outsquare on top of already high expectations and issued a strong q1 guidance clearly benefiting from pent-up travel demands. sharing up 13.5 at this point.

>>> good afternoon everybody and welcome to "power lunch" alongside kelly evans i'm tyler mathisen coming up we have shares of nvidia soaring today the stock up 60% this year the company says ai is going to be a boost what it means for nvidia and other chip names as ai is the new battleground. >> plus kyle bass joining us live we'll talk about the market and fed and china. we'll check the markets. down dow down a little more than a 100 point, across the board down about half a percent. >>> and a check with dom chu with a chip check. >> the stock of the day has to be nvidia, up 4% in the s&p an tech heavy nasdaq 100 after the chip maker reported results that topped analyst forecasts for profits and revenues a lot of optimism around artificial intelligence and machine learning applications i the future of this story check out the move in other semiconductor stocks, the halo effect advanced micro up 3% marvel technology up 3%. nearly 4% gains for taiwan semi. a more dramatic move in shares of lucid after they reported disappointing quarterly revenues which led some analysts to downgrade that

along with kelly evans i'm tyler mathisen two big buzz words disinflation and efficiency. spending like mad on the medverse, company last known as facebook, we hear efficiency and what we hear from the big three as what happened to growth, by the way? >> and kicking off yesterday 2:30 time, the process under way. is the fed really winning the war against inflation? if so, how many more battles remain. >>> the dow's about to go positive and nasdaq is flying. >> all right but let's move over now. we have kristina partsnevelos and dom chu over the moving markets. dom, you first. >> reporter: sessions highs now, watching action in drug companies. one auto machor as well. start with shares of merck now do you about 4% after the dow components actually reported better than expected results for profits and revenues profits fell shy of expectations due to a sharp drop-off in seams of covid treatments. sticking with that pharma trade. shares of eli lilly down just about 6% on the session. more so than merck after it had mixed results. procht profits beat estimates weaker sales in k

welcome to "power lunch" along side kelly evans i'm tyler mathisen who's right about inflation? markets rally because markets think it's slowing jay powell kind of agrees but ceo of nestle says more price hikes are coming. >>> stocks get off to a hot start. a repeat of meme mania jumping in on speculative names. latest who is trading. >>> first a check on markets down across the board well off lows dow down more than 230 points noun only 30 trying to make a turn positive. >> mike santelli watching it all from the new york stock exchange good afternoon, mike. >> hello tyler yeah half percent decline in s&p 500. put it the in perspective where we've been so far year to date, modest s&p down now about 2% or so from intraday high a couple days ago. trying to contend with implications of a hot job number friday yields and dollar higher declines in dollar as yields tailwind for stocks. market overexcited in more aggressive colonels o scorners . russell 2000 and semiconductor index moving in sync with priv lent declines big out performers people rush to grab on to exposure to higher ri

alongside kelly evans i'm tyler mathisen coming up the future of goldman sachs. david solomon on cnbc today saying asset and wealth management will be the new growth engines for the company, but will he be around to lead goldman to its next chapter? we'll discuss what's ahead for solomon and the bank. >>> plus, target shares are moving higher. earnings beat but the outlook is weaker we'll dig into the results and what the company is saying about the strength of the consumer let's get a look at these markets in the meantime. the dow still the only negative of the major averages down a quarter percent, s&p up a third and the nasdaq two-thirds and the russell small caps leading the way. >> let's dig deeper on the markets with dom chu and kristina partsinevelos dom, you first. >> speaking of the dow the under performers due in part to declines in goldman sachs and united health care goldman carries about a 7% wea weighting. the whole thing, 17% between the two stocks if not for those two the dow would be positive today. you will have more on the goldman story coming

alongside morgan brennan i'm tyler mathisen a blockbuster jobs report this morning and the markets react with a whimper is that a good sign? the markets no longer fearing a more aggressive fed? we'll dig into what could lie ahead with the economy, the fed, and stocks >>> plus stocks off to a very hot start to start the year. speculative names seeing huge games. the stock has, get this, tripled this year. but is there anything real to support this or could the stock slide back into reverse. >>> but first a check on the markets with the major averages lower this afternoon for the most part on pace for gains for the week the exception being the dow. the s&p is down 1% right now let's get over to dominic chu and kristina partsinevelos >> we're down. it's been a pretty decent turn around only to lose some momentum you've got shares of american express and caterpillar alongside apple helps to the upside for the dow you've got home depot, honeywell. let's get a check on shares of nordstrom, you can see up d decently the high end department store is target of ryan coen, who is building in the re

alongside kelly evans i'm tyler mathisen hope you're having a good monday new details on the failure of goldman sachs' consumer banking venture marcus and what it has ceo david solomon on the hot seat and we'll discuss his future this hour. >>> warren buffet says critic of buybacks are economic it literates. a reformed buyback critic himself, he'll tell us what changed his mind a check on the markets stocks off their best levels last week was the worst week of the year for all three major averages and today half percent gain for the broad markets, 1% for the nasdaq. >> a closer look at some of the stocks making moves with dominic chu and kristina partsinevelos dom, you first. >> all right it's the planes, trains, automobiles market check today for the planes side check out what's happening with boeing up about 2% or so roughly, making it one of the best, if not biggest point contributors to the dow industrials. the commercial jet defense contractor trying to bounce back from bigger losses on friday tied to federal aviation regulators saying boeing had halted deliveries of the 787 dre

along with kelly evans i'm tyler mathisen coming up, stocks are lower today but the risk-on rally isk growth out performing value as the retail traders pour money back in. what this means for the markets. >> plus, the promise and the problems with ai chat bots being put to the test with results that are often terrorizing. a quick check on the markets the nasdaq down 1.2% today, but well off the lows. >> the nasdaq is still up for the week the growth trade is back in vogue at least for now let's bring in kate rooney to talk a little more about that. hi, kate >> hey, tyler. crypto and some of the high-growth stocks have been some of the biggest winners this week one key factor you've got to look at here, inflows from individual investors, names like coinbase and micro strategy tend to attract what we call retail traders. these companies see relatively low interest meanwhile institutional buyers aside from hedge funds tend to trade less frequency new data from vander research shows the highest level of inflows ever from this retail cohort net inflows topped $1.5 billion, a new record, a

i'm tyler mathisen alongside kelly evans.cks sliding as another inflation reading comes in hotter than expected and this is the fed's favorite inflation gauge. how much more does the fed have to do to bring inflation down to the level it wants how much will stocks be hurt in the process? >>> plus, natural gas prices plummeting an overly. >> problem the ceo of the biggest gas producer. >>> first a check on the markets and we are off session lows. dow down 510, down 365 still looking at the red into the year the nasdaq down about 2% right now and that makes it the wors

alongside kelly evans, i'm tyler mathisen a big announcement from ford ford spending $3.5 million on a battery plant. the company's ceo about to join us for an exclusive interview. >> plus, we are crowning a stock draft champion, and the winner, guys, is winning in everything ryan reynolds. thanks to his selection of netflix, he cruised to a victory. ford, by the way, was his other stock. a lot of symbiotic this hour he will join us to collect the trophy and take a victory lap. first let's get a check on the markets. we're basically at session highs. the dow is up 360 points right now. the nasdaq up 1.6%. >> let's head to the nasdaq now and check in with christina for a look at the day's movers. >> all three indexes like you mentioned bouncing back from last week's losses with the nasdaq up for highs today. we will mention the two-year which follows tightly with the fed's fund rate at 4.5%. investors are buying into the softer cpi print which could revive this equity rally that we saw at the start of the year if jay powell brushed off any signs of easing monetary policy. so we're onl

alongside kelly evans i'm tyler mathisen coming up stocks are falling today on signs that inflation maybeprices rose 6.4% from last year we'll dig into what stubbornly high inflation means for the fed and for the market >> plus we're continuing to cover all things ai. today, in fact, we talk to the head of c-3 ai, the company with ai as its ticker tom sebold was ahead of the game but with google and microsoft and all of their data getting into the game will they crush

i'm tyler mathisen with kelly evans. are we about to see a wave of deals in pharma. after one of the slowest years in recent memory, pfizer, merck, others could be on the prowl for takeover targets, the panel will discuss what it means for those companies and the biotechs that could be on the shopping list. >>> and big news on cnbc this morning. activist nelson peltz calling off his proxy fight against disney he says the company did what he wanted, so he wishes bob iger and the board well, but will investors like what they got we'll get to all of that and more a quick check on this market as the gains this morning have quickly disappeared. dow is down about 105. >> all right, to dom chu and go through some of today's movers i see tesla on the list there. >> tesla is up as we're hitting session lows now for the stock market solidly higher on the day, not far from the best levels of the session now as you can see some of the upside today being driven by headlines with regard to a fatal crash involving a tesla model s in texas in 2021 u.s. auto safety regulators determi

alongside kelly evans i'm tyler mathisen coming up stocks are falling today on signs that inflation maybe is not slowing as fast as everyone hopes the cpi showing prices rose 6.4% from last year we'll dig into what stubbornly high inflation means for the fed and for the market >> plus we're continuing to cover all things ai. today, in fact, we talk to the head of c-3 ai, the company with ai as its ticker tom sebold was ahead of the game but with google and microsoft and all of their data getting into the game will they crush the little guys? first let's check on markets stocks are sliding but off the lows after that cpi report dow had been down more than 400 points it's down 130 while the nasdaq has turned positive. >> let's check in with kristina prnls pshl partsinevelos who joins us in studio for a look the awhat's moving >> stocks are wavering after that cpi report but the nasdaq i want to focus on that because it's still up fractionally if it will t. stays positive it will be two straight days of gains and tracking for its best february since 2019 so far let's talk about the movers, t

i'm tyler mathisen alongside kelly evans. stocks sliding as another inflation reading comes in hotter than expected and this is the fed's favorite inflation gauge. how much more does the fed have to do to bring inflation down to the level it wants how much will stocks be hurt in the process? >>> plus, natural gas prices plummeting an overly. >> problem the ceo of the biggest gas producer. >>> first a check on the markets and we are off session lows. dow down 510, down 365 still looking at the red into the year the nasdaq down about 2% right now and that makes it the worst performer. software names getting hit hard, as we see rates back up, 10-year nearing 4%. >>> consumer discretionary one of the worst performing sectors today. tesla, amazon, chipotle, etsy, some of the names in that group. they are falling today lots of red tiles on the board right now. >>> our next two guests weighing in on the latest hot inflation report that has wall street selling today in a new op-ed ron insana says an increasing number of splinters in

alongside kelly evans i'm tyler mathisen hope you're having a good monday new details on the failurecus and what it

welcome to "power lunch" along with kelly evans i'm tyler mathisen glad you could join us on this thursday coming up, the read on real estate, housing starts falling in january, prices coming down as well. plus, how's the office the back-to-work plan working out? tom pebbles is here talking residential, commercial and more and what he is seeing in his business >> plus, tesla is the best performing stock in the s&p this year already up 75% but it's facing competition in china, a union issue here in the u.s., as well as the new recall we discussed we'll have more on the tesla turmoil. >>> first a check on the markets with stocks lower, the dow down 137, the s&p similar percentage, .4 sam for the nasdaq, russell 2000 trying to eke out a gain here. >> the numbers on the housing market let's go to diana o'lick in washington. >> home construction dropped in january despite two months in gains in sentiment single months fell month over month and 27% lower than the year before. building permits fell a little less for the month but 40% lower year over year housing completions are outpacing starts w

welcome to "power lunch," along with kelly evans i'm tyler mathisen >>> coming up we have google searching answers. alphabet slusing there 150 billion worth alone. the company thinks the stock is a buy from here. >> stepeaking of disasters, lyft getting crushed, losing a third of its value we will dig into the core of what happened and get our traders to take on whether it looks attractive at this discount let's check on the dow and the s&p, close to break even, but the nasdaq taking a hit as interest rates continue to rise. >>> christina parts nef loss, dom chu looking at it for us take it away >> newell brands up by 10 cents, up two-thirds of the lows of the session. at one point it was down nearly 8% after the consumer goods company behind everything from rubber made stores to coleman camping gear and sharpie markers. top analyst estimates for quarterly results but gave a disappointing forecast a rough week for communication services which is worst performer, down 6% on the week consumer discretionary side down 2% to 3% technology down between 1% and 2% those three make up nearly half o

alongside kelly evans i'm tyler mathisen coming up today stocks sinking to start the shortened week. rates rising if the fed stays higher will stocks go lower? well, that's what's happening at least now. we've got all the big movers and market reaction covered. >> plus, worries about the consumer one of the things weighing on stocks we'll dig into home depot and walmart's earnings and we'll talk to the head of a regional bank about what trends he's seeing but first let's get a trend here as we're at session lows across the board. dow's down more than 600 points. we're coming off three down weeks in a row and we're up less than 1% now for the year >> let's go over and check in with dom chu give us all the news on what's moving at this hour, leading with home depot, dom >> traders and investors are highly focused on that consumer trade. the two massive retailers part of that main event they're moving in different directions at least right now. dow component home depot taking a hit. you can see there -- well, it was taking a hit you can see on better than expected profits on slightly we

i'm tyler mathisen alongside enkelly evans. two big events to talk about today. first we just heard from fed chair jay powell he says deflationary progress has begun. markets liking the sound of that first we'll break down his comments and the big market future >> in the meantime microsoft holding their big event focused on a.i ceo satya nadella says it's going to reshape everything in the software space it's already reshaping search for them he joins us in a few minutes to talk about this revolution and we have a great panel assembled to talk about both of these big events steve kovach along with oppenheimer analyst tim horan, kate rooney, herb greenberg and jennifer elias will be joining us to talk about microsoft >> and on the fed and the markets we have hear from bill lee and steven denicholo but before we get to them let's get to our own dom chu to see how the markets are reacting post-powell. >> so a roller coaster that's pretty much what it's been, guys we've seen both sides unchanged so far for the broader s&p 500 we got as low as down 16 points, only to