Hi there. So, uh, always busy. Nvidia traded about three and a half million contracts today.That is above average. The busiest contract not expiring today were the November 200 strike calls. We saw almost 100,000 of those trading for over three bucks a contract.Buyers of those obviously making bullish bets. Um, and the options market is implying a move of about 6.4% which is in line with the eight quarter average of about 6%. Uh we actually acquired some Nvidia and put on a buyite in this thing yesterday an ...

Hey there, Melissa. Yeah, the Financial Times this afternoon reporting that Alibaba allegedly provides tech support for Chinese military operations against targets inside the United States. Now, the paper citing a national security memo circulating inside the White House uh for that claim. So far, there's been no comment from the White House yet on this report. Uh the memo allegedly says the Chinese company supplies the People's Liberation Army with access to customer data that includes IP addresses, Wi-Fi ...

Um, you know what. We do want to go back to DC because the White House just issuing an update on tariff rates on a slew of items. Aean Jabers with that too. Aean.>> Yeah, Melissa. This just within the past hour here from the White House. This is a 98page document.It's a list of exemptions to tariffs on a range of products. So, hundreds of products now uh being exempted from tariffs. We've been just going through it with our team over the past 45 minutes or so.Some of the items uh that are going to be exempt ...

Meanwhile, we've got some uh a news alert here. Some big tech buying by Warren Buffett's Bergkshire Hathway. Leslie Picker's got all the details.Leslie. >> Hey, Melissa. Yes, it is 13s day and we saw Bergkshire Hathway taking a new stake in Alphabet.17.9% million shares. They're worth about $4.3% billion at the end of the quarter. You can see shares of Alphabet up about 1.4%.Google's parent company now a top 10 Berkshire Hathaway holding and the firm's biggest new tech position since its original Apple inve ...

Uh, meantime, as we mentioned, retail earnings do kick off next week. Home Depot reporting on Monday. Uh, we've got Lowe's and Target on Tuesday, Walmart to follow on Wednesday.That's a big one. Joe Feldman of Tel Advisory Group joins us now to look ahead to what we can expect. Joe, great to have you with us.Um, certainly interesting. Uh, you know, Walmart changing its CEO now with Doug McMillan stepping down. I feel like Walmart is the big one next week to watch in terms of what they're going to say and al ...

When all this is said and done, the markets end of the week basically where they started. So, what should be the takeaway from today's market action, from this week's market action, Tim. >> Well, I think the market feels more nervous than than it did.I mean, I know a week ago intraday really, you know, that's that's the low the markets needed to rally off of and they did or not retest and and I think there's a lot of people out there that think that attest to that is a place to to maybe take a little bit mo ...

What are the charts telling us could be ahead. Joining me now is Katie Stockton. She is Fair Lead Strategies founder and managing partner and a CNBC contributor.Katie, we just heard from Mike Sani about how maybe things aren't that rough uh with the charts. What What are they telling you directionally about what's doing well and maybe what's stalling out. >> You know, this week has been somewhat tough for the charts in my work.We have now new intermediate term overbought downturns with the pullbacks that we ...

Operational Updates - Scheduled flight reductions into the top 40 airports reduced by 6% today [1] - Scheduled flight reductions will further decrease to 3% starting at 6:00 a m tomorrow morning [1] - Improved staffing with air traffic controllers is the reason for the reduction in flight cuts [1]

Mackenzie Sagalos joins me with a look at the crypto breakdown. Mac, >> hey, John. So, Bitcoin is hitting six-month lows, selling off in concert with the NASDAQ.A reminder that crypto is still trading more like tech than a hedge. But there are also signs of deeper structural stress emerging. Spot ETF demand.One of Bitcoin's biggest supports is slipping with funds posting a second straight week of net outflows. Thursday marked the second worst day for these spot Bitcoin ETFs since launch as big allocators an ...

spoke to a number of other investors who say that this transition from training to inference may also introduce cheaper, less powerful alternatives. John. >> Seema.Thank you. My next guest says Michael Burry, may be right about some specific companies, but the biggest risk remains under investing compared to over investing. Joining me now is Daniel Newman, CEO of Futurum Group.Daniel, great to have you on overtime finally. Okay, so this is kind of pitting Nvidia and its set against the big cloud players, th ...