Retailers gearing up for the most critical stretch of the year. It kicks off when Thanksgiving dinner winds down. Courtney Reagan joins us now with more.Where are you going to be on Friday, Courtney. That's always that's always >> I'm going to be I'm going to be at a mall. A mall in New Jersey, you know, checking out the deals, probably doing a little self-gifting along the way.It's a good time of the year to stock up. Just saying. I mean, like you pointed out, Andrew, these next five days, really truly the ...

Market Trends & Investment Strategies - AI leadership is shifting from buildout and chips to utilization phase, potentially impacting earnings [2] - Tech stocks have experienced outflows for six consecutive weeks, with the last four-week rolling average being the lowest since June 2021 [3] - Investors are becoming more selective in the tech sector, potentially impacting energy and chip stocks due to valuation and execution speed concerns [4][5] - Bonds are seen as compelling with yields around 4%, offering stability and income potential, leading to a more neutral posture [10][12] - Broadening out in the market, with areas like healthcare and small cap showing potential for gains in the years ahead [14] Economic Outlook - The economy is growing but slowing, with stall speed below 15% posing a risk to earnings growth [8] - The pace of Federal Reserve rate cuts is crucial as the economy decelerates [9] - Job cuts and a potentially weaker jobs report next month raise concerns about the broader economy [7][8] Potential Risks - High valuations in equities require perfect earnings delivery [12] - Upcoming decisions on tariffs and potential weakness in the labor market due to AI pose risks [13]

joining us right now, Cole Sme, CEO and portfolio manager of Sme Capital Management. Uh this is typically a light volume day ahead of the holidays, Cole, but everybody is uh still a little AI crazy and I imagine there's going to be a lot of conversations about the Mag 7 and Nvidia and stocks like that and maybe a little Bitcoin over the the Thanksgiving Day uh dinner table tomorrow. Uh where do you land on where we really are.>> Yeah. Uh happy Thanksgiving week. Uh uh so Andrew to your point um I I think a ...

Five things to know ahead of today's opening bell. Shares of HP, they are lower following quarterly results. HP giving lower thanex expected earnings projections for its first quarter and all of 2026.It also said it's going to cut 4,000 to 6,000 jobs or up to 10% of its workforce. Meanwhile, take a look at shares of Urban Outfitters as well. Soaring right now, earnings and revenue beating estimates.Comp sales were up a stronger than expected 8%. And we got deer just out with its fourth quarter results, earn ...

Campbell is defending the ingredients it uses in its products and placing an executive on temporary leave after he was allegedly caught on tape saying that the company made, in his words, highly processed food for poor people. >> We have for poor people, right. We have that's for poor people.Who buys our food. I don't buy animal products barely anymore. It's unhealthy.Now that I know what the inven bioengineered meat, I don't want to eat a a piece of chicken that came from a 3D printer. That leaked audio pu ...

Market Trends & Opportunities - Macroeconomic environment is constructive for risk assets heading into 2026, identifying opportunities across small caps, international markets, and fixed income [1] - Small caps, as indicated by the Russell 2000, are up nearly 10% this year, while the S&P 500 is up approximately 135% [2] - International developed markets are up 25% this year [10] - Broadening of equity markets is expected, with opportunities across sectors within the S&P 500, particularly in AI and healthcare [7][8] Federal Reserve & Interest Rates - Anticipation of Federal Reserve rate cuts has positively impacted small caps [2][3] - Small cap performance is correlated with the perceived probability of Fed rate cuts [3][4] - Expectation of Fed rate cuts makes it sensible to build income in portfolios beyond government bonds [13] Small Cap Innovation & AI - Small caps are seen as AI innovators with opportunities in niche markets, not directly competing with hyperscalers [4][5][6] - There are opportunities for small caps to compete in niche AI markets [5] International Markets - Fiscal expansion in Germany and a new administration in Japan supportive of fiscal expansion are expected to drive growth in international markets [9] - International markets are expected to continue outperforming the US, though not necessarily at the expense of the US market [10][11] Investment Strategies - Downside protection is important in portfolios due to market uncertainty and complexity [12][13] - Strategies for generating higher yields include international stocks with higher dividend yields, securitized high yield, and option-based income strategies within the S&P 500 [13][14] - Exposure to mega-cap tech AI hyperscaler trade should be market cap neutral [15]

Listen up, folks. The clock is ticking and I'm serious. If you want to learn how to manage your money like a pro, you need to be in the CBC Investing Club.The special offer to join my team and see exactly how we trade ends any minute. Open your phone, scan the code, or go to cnbc. com/cramer club before it's too late.I'm saving a seat for you. And now it is time. It's time for the light mouth going by the horse.Once it's done and then the lightning round is over. Are you ready for the light round start with ...

either believe in artificial intelligence or you should just stay away. >> Don't buy. Don't buy.>> You trust Nvidia and Jensen Wong or you can just go own some drug stocks and some food stocks. And you know what. Why don't you just go buy some rails all the >> Nobody demands that you buy the so-called hyperscalers if you don't have confidence in these AI stories.The whole investing world. Look at this. ALL THESE STOCKS are your oyster.There's no need to obsess over this stuff. Welcome to the kind of zero su ...

[Music] [Music] [Music] Hey, I'm Kramer. Welcome to Mad Money. Welcome to Craya.uh through my friends. I'm just trying to make a little money here. My job is not just entertain, but I'm teaching tonight.So call me 1800 743 CBC. Tweet me Jim Kmer. You either believe in artificial intelligence or you should just stay away.>> Don't buy. Don't buy. >> You trust Nvidia and Jensen Wong or you can just go own some drug stocks and some food stocks.And you know what. Why don't you just go buy some rails >> all. Nobo ...

We've got breaking news on drug pricing out of the CMS. Bertha Kums has got the details. Bertha, >> that's right, Melissa.The Centers for Medicare and Medicaid out with their inflation reduction act negotiated prices. These are the companies in the uh drugs that will be at these prices starting in 2027 in Medicare Part D. One of the biggest uh categories is diabetes of course, Goi, Rebelsis.In that uh cohort, the negotiated price is $274. at 71% below uh the list price but of course we know the MFN price is ...