Alphabet, Chipotle, and IBM. Alphabet's now roughly flat this year. Chipotle is down 13%.IBM has surged nearly 30%. So, which names look like a buy here into their results. Let's ask Tim Seymour.He's a CIO of Seymour Asset Management and a CBC contributor. I do like this little It's not a game. Uh Tim, it's quite serious, but um we'll start with Google Parent Alphabet.What do you do here. >> Uh first of all, Kelly, all the best to you and your family during this exciting time. uh we'll we'll miss you while ...

with Taylor Morrison reporting some disappointing results this morning. Those shares down about 2 3% but my next guest is upgrading them and Toll Brothers to buy from neutral saying the builders have priced in enough bad news and maybe there's now room to the upside. Ken Xener is home building analyst at Seapport Research Partners.Ken again to go back to I don't know if you heard Bill Sme's comments but he said you know you don't to trade the builders you kind of have to get in when the sentiment is bad and ...

Meanwhile, Tesla earnings due out after the bell today. They already reported a 14% drop in second quarter deliveries. That was earlier this month.But the shares are up 32% in the past three months. Let's bring in George Genericus. He's senior analyst at Cancority.Pretty positive on the stock. George, what are you expecting tonight. >> Well, we're going to figure out what the margins are obviously when the company reports its financials, but what's really, really important to watch is just the inflection po ...

Welcome back to overtime. It's getting harder and harder to sell a home with persistent high prices, high mortgage rates, economic concerns weighing on the consumer. So sellers are trying a new tactic that could have a big impact on some investors.Diana Olick has the details in today's property play. Hi, Diana. >> Hey, Morgan.Yeah. Frustrated sellers, reluctant to lower their prices anymore, are instead putting their homes up for rent. So-called accidental landlords.And there are so many now they're actuall ...

Bring in show music, please. >> Hi, I'm CNBC producer Katie Kramer. Today on Squawk Pod, betting clearing house Poly Market is everywhere with predictions on local elections and even the fate of the Kiss Cam CEO. The platform that lets users wager on what might happen is one step closer to re-entering the US market. Founder Shane Copan joins us. >> What's the difference between you and Koshi? Poly Market is Poly Market and they're a Poly Market copycat. >> How Mr.. Beast built an empire, the number one subs ...

Our next guest, this all sounds great, but our next guest warns that stocks just hit a line of death that was last reached at the peak of the dot bubble. Although even he says there's still plenty of reasons to be bullish. Let's bring in Bill Smei, the CIO of Smeed Capital Management.How's that for an intro, Bill. Welcome. Oh, glad to be here.Look forward to talking with you. Line of death. What line is that.Well, it just showed that the inflation adjusted PE ratio was was a match with the dot. But we've we ...

Bin, what is your final trade. ABV, I like the stock technically going into earnings at the end of the month. I think we could see a breakout after earnings July 31st.All right, Weiss was a heck of a coming back present, but I'll take it. What are you going to do. Sometimes you have no choice.You don't. Hey, um neither do I. Uh Uber, uh look, I've been thinking about buying this for a while, getting back into it, and I'm still considering.I think they will have a good quarter. So, uh, I'll let you know if I ...

We're doing the setup. Service Now, that's on earnings in the next 24 hours, by the way. Service Now is today after the bell.Down roughly 10% this year, 20% from its January high. Joe, you own that name in the Joe T. Get a glimpse into it spending.We're going to see if we're past the concerns related to Doge cuts and tariffs. Uh Bill McDermott does an excellent job managing margins. Let's see if margins can remain strong here.uh that would put him in a position to begin a little bit of a rebound. I will say ...

headlines continue to come in. There you go. There's your S&P midday Joe.We have a very big stretch that now begins over the next couple of weeks because Megacap earnings as I said kick off in a couple hours. We can show you the calendar which really lays it out mostly next week. But some important ones are this week too.What's at stake. >> Well, first of all, that stretch begins with you coming back. Great to see you.>> Did he behave himself while I was gone. And he being Weiss modestly. >> But I know now ...

Can we take a look at a one year of Furf, please. There's a stock today. It's down 17%.They cut their sales guidance. Let's look at the 52- week chart because the stock hit a new 52- week low. Jenny owns it.Jenny's buying more. Why. >> Right.So, this is a stock that we originally bought 12 years ago in 2013. We paid $25 a share for it. We're up 400 plus%.We actually, and this is really critical to why we added more today, we actually trimmed this in February when the stock was trading at $230 a share. And t ...