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Stifel CEO on the 'gamification' of investing, state of the economy and 'highly valued' market
CNBC Television· 2025-12-03 13:09
sometime everybody is our next guest uh writing recently about his concerns that many young people uh are investing like they're gambling which he says is a warning sign for more on that uh and on the markets let's bring in Ron Kashesky chairman and CEO of Stifo good to see you it's been a while >> not that long but been yeah >> I could bet >> longer than we like >> the the opportunity speak for yourself no the opportunity I was looking for you out in in Utah all your minions are out there and um you weren' ...
Comcast considering merging NBCUniversal with Warner Bros. Discovery: Report
CNBC Television· 2025-12-03 11:55
All right. Uh, the latest now on the bidding war for Warner Brothers Discovery. Uh, fielding now interest from Netflix, Paramount Sky Dance, and, uh, CNBC parent Comcast.Um, Bloomberg reporting that Comcast is thinking about merging its NBC Universal unit with Warner Brothers Discovery and would give Warner shareholders a mix of cash and stock in the resulting entity. And according to the report, Comcast offered Warner CEO David Zazavv a management role uh in the company. Longtime uh employee of NBC and com ...
5 Things To Know: December 3, 2025
CNBC Television· 2025-12-03 11:54
Company Performance - Marll's third-quarter earnings beat estimates [1] - Marll expects data center revenue to increase by 25% next year [1] - Marll shares are up by over 11% following the news [1] - Octa's earnings and revenue projections topped expectations, but the stock is lower [1] - Octa did not provide fiscal guidance for 2027 [2] Mergers and Acquisitions - Marll will acquire hardware startup Celestial AI for at least $3.3 billion in cash and stock [1] - Saudi Arabia's public investment fund will own about 93% of Electronic Arts once the acquisition deal is complete [3] Regulatory and Policy - The Trump administration is expected to propose weakening fuel efficiency standards finalized under former President Biden [2] Other - The search for the missing Malaysia Airlines flight MH370 will resume later this month [3] - US-based marine robotics firm Ocean Infinity will work on the MH370 operation in a targeted area for about two months [3]
Lightning Round: Sell Oklo, says Jim Cramer
CNBC Television· 2025-12-03 01:08
[music] Listen, I don't want you to miss out on our club special. This is your shot to join me and the CBC Investing Club. Get into our live morning meetings and go through what we do with the Club Portfolio Act.Give you some ideas. Scan that QR code or go to cnbc. com/ Kramer Club to become a member.Best time of all year to join the club. And now it is time. It's time for the lightning round by the stock and then the lightning round is over.Are you ready. Ski daddy time for the light round. Let's go to Les ...
Mad Money 12/02/25 | Audio Only
CNBC Television· 2025-12-03 00:49
Listen to Jim Cramer’s personal guide through the confusing jungle of Wall Street investing, navigating through opportunities and pitfalls with one goal in mind - to help you make money. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Watch CNBC on the go with CNBC+: https://www.cnbc.com/WatchCNBCPlus Turn to CNBC TV for the latest stock market new ...
Chart Master: An inflection point in energy
CNBC Television· 2025-12-02 23:18
still underperforming the broader market. However, the chart master says that energy may be reaching an inflection point and it could be higher from here. Carter Worth looking at the charts on energy now.>> Sure. Let's get right to it. So, I've got five identical charts.The first, as is always the case, has nothing on it. Now, let's put some things on it. The next uh shows uh converging trend lines.Uh we reached a point where something is likely to happen. My judgment is up. Uh but let's take it back a litt ...
Balancing risk and reward in ETF investing
CNBC Television· 2025-12-02 23:14
ETF Market Trends - Leveraged and inverse ETFs, while small relative to the overall ETF market, exhibit significant trading activity, raising questions about their potential impact on the options markets [2] - Retail investors and ETF issuers are increasingly engaging with risky leveraged and options-based ETFs, viewing them as "lottery tickets" with potential for high returns [7][8] - The industry anticipates a lifecycle for retail investors in these products, with initial enthusiasm potentially leading to negative experiences and a subsequent shift towards more traditional index funds [9][10] - Issuers will continue to launch these products, but some will thrive while others will fail, presenting closure risk [10][11] Correlation and Volatility - There's a notable increase in volatility within the risk-on/risk-off space, impacting crypto and other high-beta stocks, leading to conditional correlation where seemingly unrelated stocks trade in line during market weakness [3][4][5] - Correlation convergence is observed during periods of volatility, impacting the prices of options on sector-based ETFs [5][6] Crypto ETFs - Despite recent downside volatility, Bitcoin ETFs have experienced substantial growth, with Bitcoin up over 80% since the launch of spot Bitcoin ETFs in January 2024 [12][17] - Spot Bitcoin ETFs have seen outflows of approximately $45 billion over the past month, but year-to-date inflows remain significant at around $22 billion [18] - Spot Ether ETFs are down 40% since early October, but year-to-date inflows are about $10 billion [19] - Deleveraging in the crypto space is identified as a primary driver of recent weakness, exacerbated by broader equity market weakness and increased correlation among higher beta names [19][20] - Bitcoin price could test the $70,000 level, which represents the breakout point and the cost basis of strategies Bitcoin holdings, potentially finding support near the cash cost of mining [16]
ETF Edge: Drivers behind leveraged & options-based funds and key trends for 2026
CNBC Television· 2025-12-02 23:10
Welcome to ETF Edge, your go-to place for all things exchange traded funds. I'm your host, Dominic Chu. Now, a few weeks back, we discussed a recent study by our then market guest, Mike Akens, over at ETF Action.Now his analysis of 13F filings revealed that among other things approximately 90% of single stock ETFs and leveraged or inverse strategies are owned not by institutional investors but by retail investors and traders. Individuals are pouring billions into increasingly complex products on bullish bel ...
“Having leverage is a double-edged sword,” says Mike Khouw on options-based strategy funds
CNBC Television· 2025-12-02 23:05
Mike, we're going to start with you first about this because we often look to you as the guy who tells us a lot about the state of the options trade. Uh what the options market can tell us. So let's take this discussion towards just how the ETF markets have grown and developed and evolved into one that embraces the use of derivatives and optionsbased strategies so much more.>> Yeah. I mean, uh, one of the things we've certainly seen is that the compound annual growth rate for the options market over the cou ...
Pure Storage CEO talks quarterly results as stock slides on subscription revenue miss
CNBC Television· 2025-12-02 22:04
Pure Storage reporting results this hour. EPS coming in in line, revenue beating. The company sees fourth quarter revenue of 1.02% billion to 1.04% billion.That's a little ahead of estimates, but in overtime, the stock is dipping down 12% where it was just two uh two weeks ago, just above 80 bucks a share. Joining me now is Charlie Jim Carlo, Pure Storage CEO. Welcome.So, tell me about the quarter. Uh the numbers on the top and bottom lines look good, but perhaps investors concerned about the subscription b ...