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FBC Varney Company July 14, 2024

Been if america had not had, as it does, an oil glut. It would have been a much bigger price spike. Thats the upside, i guess, of energy independence. Now, whats happening in oil has not had a negative impact on stocks. We are still looking at a gain for the dow, what, about 90 points, up about 34 on the nasdaq. Part of the dows gain is fueled by the Big Oil Companies which do well when oil prices rise. This tanker story is a big money story. We are all over it. And theres a lot going on. We wil...
United States Hong Kong United Kingdom District Of Columbia Pebble Beach Green Meadow

CNBC Fast Money July 14, 2024

In a correction or worse, down 10 or more from their highs and check out some of the biggest names on the list. Intel, ups, exxon, sales force all falling from their 52week high do you buy any of these names for a catchup trade or are they a no touch pete, where do you start with the list i see a couple of names i already own and i will start adding to because i think theyve been pushed down enough from the 52week highs and i think theres room to the upside i would start with finish with intel a...
United States San Francisco Larry Kudlow Phil Robert Denholm Eddie Yoon Melissa Lee

CNBC Closing July 4, 2024

Those are the two worstperforming sectors over the past five days. Investors are watching apple and nvidia ahead of its critical Earnings Report next week. The many pressure points for stocks, rates, earnings, china. Of course the fed too. So whats an investor to do . Lets ask dan greenhouse. Chief strategist here with me at post nine. Its a growing list of pressure points, right . It is. Fixated on the apple selloff. The rates have backed up. At least today theyre backing off which is maybe why...
Earnings Report Basis Points Josh Brown Something Like Terra Nova Good News

CNBC Worldwide July 4, 2024

Launching its long awaited ipo after delaying that offering several times, and weve heard from major retailers this week, were talking walmart and target about how their customers are being impacted by inflation while dgas prices are pinching americans wallets and pushing them to roll back more on spending. And a boost to Electronic Arts, but is ea the best name in the video game industry, a top analyst weighs in, it is friday, august 18th, 2023, youre watching Worldwide Exchange right here on c...
Video Game Worldwide Exchange 5 Points First Time First Time Since Impact Housing

CNBC Mad July 4, 2024

Call me or tweet me jim cramer, the battle between truth and fiction plays out every da i in this market, and sadly, fiction usually wins that includes days like today where the dow shed 181 points, s p declined. 76 , nasdaq lost 1. 15 . Last fall, things have turned nasty, havent they . Im starting to see the same old negative on wheat creep back in the market, plagued by imaginary scenarios, we convince ourselves represent reality, and make us say, who needs this nonsense lets just go sell eve...
Weak Bank Bank Stocks Bank Failures Small Business Office Building Conference Calls

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CNBC Worldwide July 4, 2024

Which shoppers continue to buy essentials even as borrowing costs rise and inflation pinches their budget chinese property crisis deepens. Another company with openings to the sectors misses payments. The latest investments from beijing straight ahead later in the show, its not just the cost of tuition that continues to go up every school year living off campus is creating sticker shock for students and their parents. It is thursday, august 17th, 2023 youre watching Worldwide Exchange right here...
Company Openings School Year Worldwide Exchange Ten Year Natural Gas Natural Gas Market

CNBC Fast July 4, 2024

Hotter. Retail sales lighter. Jobless claims lighter, too. You have yields moving up. Take a look at the ten year, was 4. 26. Nvidia is lower. Tesla is lower again down 5 this week. The worst s p stock year to date. So were watching all of that. The point being, as i turn to josh brown, you say its not the place to look anyway, if youre thinking about where this next leg of the rally will come from, if you do believe one is in the offing, you say it will come from the small caps and thats where ...
Small Caps Largest Technology Technology Names Renaissance Macro Small Cap Step Back

CNBC Fast July 4, 2024

Money,. And with retail earning season about to kick off, we start off with potential to believe the death of the consumer has been greatly exaggerated. Bank of america upgrading the discretionary sector an overweight from an underweight, laying out a host of reasons growing hopes for a soft landing, no recession means more consumption, they say. Plus, consumers biggest debt burden, their mortgage, are in fixed low rates. So, not subject to moves and bond yields. Analysts highlighting rising rea...
Stock Market Consumer Behavior Environment Health Credit Card Big Thing Tell Us

CNBC Fast July 4, 2024

Told in two stocks, but the narrative around both of them, nvidia, target raised to 1,100. Top pick bank of america. Tesla downgraded to underweight at wells. Were showing you the yeartodate returns from both of these stocks which, in a sense, tell a story of the market at large. Stocks like nvidia doing incredibly well. The question is, are we really seeing a trend change, yes or no . A trend change as it relates to momentum being the positive factor . Unequivocally, no, we are not. Were not . ...
Pick Bank Inflection Point Economic Perspective Market Cap Term Investment Third Holdings

BLOOMBERG Bloomberg July 4, 2024

The s p 500 negative by 0. 1 . 16 positive weeks out of 18 for the First Time Since 1971. A long run to friday. We have a double dose of chairman powell, state of the union from the president and a payroll support. Lisa which is the most important aspect for these because its a blockbuster week across the Monetary Policy and economic activity. Ultimately it has to come down to the jobs report, ultimately its can it come down to whether the economy continues to grow at the case people expect. Wea...
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