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Shift in the consumer is still in Walmart's favor, says Telsey's Joe Feldman
CNBC Television· 2025-11-14 22:41
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 ...
'Fast Money' traders talk their takeaways from this week's market action
CNBC Television· 2025-11-14 22:38
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 ...
Fairlead's Katie Stockton talks technical signals coming from the market
CNBC Television· 2025-11-14 22:32
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 ...
FAA reducing required flight cuts from 6% to 3%
CNBC Television· 2025-11-14 22:22
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]
Bitcoin hits six-month lows, tracking Nasdaq as ETF demand slips
CNBC Television· 2025-11-14 22:22
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 ...
Futurum Group CEO Daniel Newman talks demand concerns weighing on the AI trade
CNBC Television· 2025-11-14 22:18
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 ...
Google reportedly investing $40 billion in new Texas data centers
CNBC Television· 2025-11-14 22:17
Hey, John. So, Google is now planning to invest $40 billion in new data centers in Texas. That's according to Bloomberg.The move is part of the more aggressive capex commitment that Alphabet made. It just disclosed in its Q3 print a plan to spend as much as 93 billion dollars this year, putting it within striking distance of hyperscalers like Amazon. Uh, now this comes as Google has been landing big cloud contracts with Meta, Anthropic, and Open AI.It's also powering its own AI model, Gemini, in Texas. That ...
Market concern about the Fed is 'well placed', says HSBC's Jose Rasco
CNBC Television· 2025-11-14 22:01
Oh, if you add all this together, the momentum trade unwinding perhaps not just in AI but across sectors and uncertainty about a December rate cut. With all that, where does that leave investors. Well, CFR research chief investment strategist Sam Stovall and HSBC Global Private Banking and Wealth Management CIO Jose Rasco join me now.Uh, welcome guys. Jose, what kind of rotation are you seeing here. >> Well, I think there's concern about the Fed, right.No question about it. And I think it's well placed beca ...
Surveillance tech disrupting construction site safety and workers comp claims
CNBC Television· 2025-11-14 21:30
CNBC’s Contessa Brewer sits down with the CEO of Arrowsight, Adam Aronson, and the Head of Construction at Zurich NA, Tobias Cushing, to talk about tech innovations on construction sites resulting in reduced workers comp claims. ...
Apple's China business hasn't 'turned the corner' despite recent growth: Morgan Stanley’s Woodring
CNBC Television· 2025-11-14 21:28
Morgan Stanley’s Erik Woodring joins 'Closing Bell' to discuss Apple's China sales, the latest Alibaba news and much more. ...