Scott Croner, US equity strategist at City, joins us to break some things down. Your latest note, Scott, you talk about exhaustion is a word that comes to mind. What do you mean by that when you're talking about the markets.>> Well, when you think about the way this year's unfolded, David, I mean, we went into the year with the deepseek issue confounding the AI narrative. We then rolled into the uh the springtime uh liberation day tariff influence. So, we went into the summer months, had to deal with the de ...

Let's get to Jimmy stock trading. Yeah, >> today Jeffy's upgraded tractor supply saying it's a hedge against a weak consumer. I think that this is really going to be the theme.Which of the retailers can do well in the face of a weak consumer. Uh I come back to saying that it should be Walmart and that I don't want to even though it has a high multiple I want to stick with it. The one that is disappointed and I know my my trust is on it forever is Costco.uh seems like can't get any traction whatsoever. And t ...

Let's get the opening bell on the CNBC realtime exchange and the big board celebrating a recent IPO property and casualty underwriting platform at the NASDAQ. It is vert asset management. We have 50% increase in last year and that's one of the reasons why those department we have to digest those.Uh David, I'm finding more and more companies that they just they seem like well I don't know how they came public but boy they just feel like they're just out there. Not no not a lot of sponsorship. No.>> Wow. Ther ...

Welcome back to Squawk on the Street. Happy Monday everybody. Time for a mad dash as we count down to an opening bell seven minutes from now.We want to talk a little Amazon. >> I want to integrate Amazon into the discussion of AI. There's a very good piece JP Morgan just saying game set matt match for Amazon going into Thanksgiving and I I like the piece because you start thinking what verticals are owned and what verticals can't be challenged.I don't see uh OpenAI challenging Amazon Retail. Meta, maybe the ...

Tom, let's talk markets and some stocks to watch with Stephanie Link, chief investment strategist and portfolio manager at High Tower Adviserss. Of course, she is a contributor uh at CNBC as well. And it's nice to see you with the Christmas tree up. This is, you know, the Christmas tree up being it makes sense now. It makes sense.A little earlier maybe not, but now I'm with you. >> I'm with you. Um we're looking at a whole bunch of stocks.Let's just start with >> Let's just start with Novo, though. What Wha ...

That's right. The chip stocks obviously hit by fears of an AI bubble last week. We did see some profit taking after strong gains.Joining us right now for more on the semis sector now though is Stacy Rascin Bernstein senior analyst. And and Stacy, the dust has cleared a little bit from the big release last week. Everybody was waiting to hear what Nvidia had to say.Turns out they had much better numbers than people had anticipated, much better guidance than people had anticipated. And yet the stock sold off a ...

Do you want us now to discuss. What's that. >> Yeah.To discuss the challenges ahead for the Fed. Former Boston uh Fed President Eric Rosenrren, I think. Uh it's good to see you.Um Eric, and and you you you listen to to Mr. . Williams, New York Fed President also. And think did you see the Fed futures.They almost doubled uh after his comments. So he holds some sway in your view. Well, he holds some sway because normally the president of the New York Fed wouldn't take a position different than what the chair ...

Auto Price Trends - Average transaction price for new cars in October was just under $50,000, roughly $11,000 more than in 2018, a 295% increase [2] - Average monthly new vehicle auto loan payment is more than $750 [2][3] - Used vehicle monthly payments are about $150 to $170 less than new vehicles, placing them in the $570-$580 range [6][7] - Auto prices have plateaued but show no indication of decreasing [7] Factors Driving Price Increases - Automakers are focusing on higher trim levels with more technology and features, as consumers prefer these [3][4][9] - Automakers are facing higher costs for raw materials, labor contracts, and tariffs, impacting profit margins [5] Congressional Scrutiny - Senator Ted Cruz plans to examine auto affordability in a hearing next month (January) [6] Consumer Behavior - Consumers are often convinced they want the latest features in new vehicles, leading them to choose higher trim levels [9] - Very few people order base model vehicles [4][10]

Proposed Healthcare Plan Overview - Senator Bill Cassidy is proposing an alternative to extending Obamacare subsidies, focusing on bronze plans and Health Savings Accounts (HSAs) [1][2][3] - The plan aims to provide more generous benefits while saving money for federal taxpayers [8][10] - The proposal targets the 7% of the insured population using Obamacare exchanges [5] Key Components of the Plan - The plan allows enhanced premium tax credits to be used on bronze plans, which are cheaper than silver plans [2] - Savings from the cheaper bronze plans are directed into a health savings account (HSA) for families [3] - The HSA can be used to cover deductibles, co-pays, eyeglasses, dental work, and orthodontia [3][16] - The plan intends to give the 26 billion USD currently allocated to insurance companies (with 20% overhead and profit) directly to patients [9][10] Financial Implications and Savings - Families with silver plans often face 5,000-6,000 USD deductibles in addition to premiums [3][7] - Under the proposed plan, families could have up to 4,000 USD in their HSA to pay for deductibles [4][7] - The plan aims to lower healthcare costs in general, not just premiums [6] - The proposal seeks to address healthcare affordability for those on the exchanges by January 1, 2026 [6] Political and Ideological Positioning - Senator Cassidy positions the plan as an "American plan" appealing to various political viewpoints [20][21] - The plan aims to give power to the patient, not profit to the insurance companies [10][13] - The proposal continues the enhanced premium tax credits, ensuring that those at 600% of the federal poverty level would pay no more than 85% of their premium [12]

Bitcoin down more than 22% in a month. Joining us right now is Anthony Poniano. He's the founder and CEO of Professional Capital Management.Pomp, we need to understand sort of where where you stand on all this. Also, I should say there's been a a bigger even uh fall in some of the other cryptocurrencies, but you've been a Bitcoin man. So, um where do you see the floor at this point and where do you see the upside.>> Yeah. Well, let's put this all in context real quick. So, uh, over the last decade, Bitcoin ...