i'm tyler mathisen kelly will be over in just a moment the ten-year used getting back to pre-pandemic levels, and we're looking ahead to a very busy week of economy reports on the one hand and the start of earnings season. the big banks out later this week we're watching one sector bucking the down trend media stocks, viacom and discovery, with a hot start to the year, up more than 15% we'll talk to an analyst who sees even more up sides there. home prices were already expensive. now rising mortgage rates are making houses even less affordable what does that mean for homebuilder stocks we'll expose that? just a moment. >> tyler, thank. i'm kelly evans. we're well off the low less than 1 opinion declines for the dow and s&p, but nasdaq still down more than 1%, the tech stocks taking the worst today. for thef irs time since january of 2020, there it is, just below that level this afternoon. so much for bitcoin as an inflation hedge. it's rebounded back up to 41 and change out to bob pisani for more on these moves. bob? >> the important thing here, kelly, is we are looking for a bottom i

i'm tyler mathisen kelly will join us in a minute a busy hour. fast and furious the ten-year yield crossing le levels not seen since omicron emerged, creating a new dynamic in the bond market new potential winners for your portfolio, or losers celestial's ceo. enemy number one is inflation. the company hiking prices again to off set costs, putting a price tag on how much of a hit it is taking and a working lunch with the ceo of drift. the software company recently reached unicorn status as it works to reinvent the digital store front. that's drift, kelly. not dreft. >> thanks very much. here's how the second day of trading in 2022 is shaping up. we have some big themes emerging in a short period of time. intraday records to the dow and s&p before the s&p turned lower, the nasdaq way down. down more than 300 points now or 2% hurt by the rise in bond yields that tyler just mentioned. those rising yield rs helping the bank stocks, so bank of america, wells fargo, goldman and jpmorgan all higher. wells is up 10% in two days and economic recovery play

i'm tyler mathisen kelly will be over in just a moment the ten-year used getting back to pre-pandemichead to a very busy week of economy reports on the one hand and the start of earnings season. the big banks out later this week we're watching one sector bucking the down trend media stocks, viacom and discovery, with a hot start to the year, up more than 15% we'll talk to an analyst who sees even more up sides there. home prices were already expensive. now rising mortgage rates are making

i'm tyler mathisen kelly will join us in a minute a busy hour. yield crossing le leve

tyler mathisen picks things up right now. ♪ >>> kelly, thank you very much, and welcome, everybody, topower lunch." i'm tyler mathisen here's what's ahead. inflation surging, prices rising at their fastest rate in 40 years. our market guest says bet on the consumer no matter what. >>> and a bitcoin banking bet. silvergate shares falling along with crypto prices but is the volatility creating opportunities for investors like you? we will talk to an analyst who says yes >>> and power potential a. massive east coast wind farm is coming we will look at the stocks that could benefit from this clean energy investment. kelly. >> tyler, thank you very much. hi, everybody. stocks are off their highs the dow now negative after being up 200 earlier on. the s&p hanging on to a gain of six. the nasdaq up 40 points. names like microsoft, salesforce, and alphabet, mooed moest gains of about 1%. and stocks tied to economic growth are getting a lift, like mosaic and free pport mcmoran biogen's stocks are down 6.6% on tuesday. >>> twe begin this hour with inflation, which rose 7% in december from just a

. >>> that does it for "the exchange," everybody stay right there tyler mathisen picks things up right now. ♪ >> kellywe will see new just a couple of minutes. welcome, everybody, meantime to "power lunch." i'm tyler mathisen here's what's ahead on a very busy thursday, and snowy thursday afternoon in the new york area. peloton shares tellable. they have turned that red knob hard to the right. resistance high, tough shleddin for that company it is falling on a cnbc report that the company is stopping production on its bikes and tread mills. >> and half off sale, a sandful of stocks, s&p 500 names, have fallen more than 50% from their 52-we can highs. we will tell you which ones are worth buying on the steep drop. >>> and here comes netflix earngs are due after the bell. the stock down more than 20% in two months the analyst with the street's highest price target will tell us what he's watching. and it is not cobra kai. >> hi, everybody a rebound for the markets but we are well off session highs the dow is up 245. the s&p up 37, the nasdaq up 157, just more than a 1% gain. and take a look at shares of

tyler mathisen picks things up right now. ♪ >>> kelly, thank you very much, and welcome, everybody, tom tyler mathisen here's what's ahead. inflation surging, prices rising at their fastest rate in 40 years. our market guest says bet on the consumer no matter what. >>> and a bitcoin banking bet. silvergate shares falling along with crypto prices but is the volatility creating opportunities for investors

. >>> that does it for "the exchange," everybody stay right there tyler mathisen picks things up right now. ♪ >> kellylcome, everybody, meantime to "power lunch." i'm tyler mathisen here's what's ahead on a very busy thursday, and snowy thursday afternoon in the new york area. peloton shares tellable. they have turned that red knob hard to the right. resistance high, tough shleddin for that company it is falling on a cnbc report that the company is stopping production on its bikes and tread mills. >> and half off sale,

kelly, we will see new just a s.e.c. i am tyler mathisen. just ahead, will main street fair better than wall street this year. will the real economy win out? and how do you invest in this new environment. >>> choppy flight path flights canceled for 12 days in a row. airline analysts say there is a recovery on the way and one name could be a big winner. >>> the ceo of too simple has a solution, long haul trucks, kelly, with no drivers >> i think we are heading that way at some point. maybe not this year. thank you, tyler hi, everybody. here's how markets are fairing dow is hanging on to a 100poin gain ending the week much the way it has started. the s&p 500 down 9 points. the nasdaq down 116. and look at the yield on the ten-year, hitting 1.8% one of the biggest jumps we have seen to start the year in like two decades. one of the biggest basis point moves ever to start the year it is lifting financials, the big banks and the regionals, some of them adding 2% today. >>> we begin this hour with jobs in america the unemployment dropped to 3. 9%

kelly, we will see new just a s.e.c. i am tyler mathisen.treet fair better than wall street this year. will the real economy win out? and how do you invest in this new environment. >>> choppy flight path flights canceled for 12 days in a row. airline analysts say there is a recovery on the way and one name could be a big winner. >>> the ceo of too simple has a solution, long hau

kelly and me in separate studios but they can't keep us apart. welcome to the first "power lunch" of the new year i'm tyler mathisen, the new year begins with a majorilestone for apple. here's what's ahead -- a chip glut a shortage of semis could give way to an oversupply that's the call from one top analyst who has a list of stocks he says could benefit from that about-face. >>> and out of office? omicron fuelling a worker shortage that was already acute, from airlines to schools, everywhere in between, health care, the businesses most at risk as case counts rise. >>> and a retirement reset the new year brings new opportunity to save for your financial future we will tell you how later this hour hi, kelly. >> hi, tyler, from way over there. stocks are higher to start the new year the dow up 152 points now, that's near the session high of about 160. the s&p up 20. the nasdaq up 159. interesting to watch the nasdaq, leading the way today even as bond yields move higher. apple hitting a $3 trillion market valuation just a few minutes ago. like tyler said, the first u.s. compan company to ever do so. let's bring in bob pisani. what are your thoughts o

kelly and me in separate studios but they can't keep us apart. welcome to the first "power lunch" of the new year i'm tyler mathisen, the new year begins with a major what's ahead -- a chip glut a shortage of semis could give way to an oversupply that's the call from one top analyst who has a list of stocks he says could benefit from that about-face. >>> and out of