All right, joining us now to talk technicals ahead of a shortened uh trading week, Chris Lone, partner and chief market strategist at Strategus uh research partners. How's Trener. >> He's doing much better.>> He is. >> Yeah, really. So, >> give him our best.>> I certainly will. >> Christmas. Um >> interesting stuff.Yeah. That that you're talking about here. We you you say that the rotational tape has been persisting which makes you think 2026 this could be a a sign of it continuing which would be >> really ...

[music] It is time for the light from rap and then the light round is over. Are you ready. Let's go to Daniel in New York.Daniel. >> Yes. Hi Jim.I just want to tell what are your thoughts on one oak. >> One oak is a buy right here and not just because I think water holst is terrific. Let's go to Jaylen in Texas.Jaylen. >> Hey Jim. Such a pleasure to speak to you.Uh my question is on Lucid Stock that >> I'll give you MY ANSWER. >> NOW WE'RE GOING to Alex in Jersey. Alex.>> Hey Jim. Alex from New Jersey. Happ ...

Financial Performance - Paychex reported a modest top and bottom line beat, raising the midpoint of the full-year earnings forecast for the second consecutive quarter [1] - The company had 18% revenue growth and earnings per share up 11% [3][4] - Free cash flow increased by 38% year-to-date [4] - Paychex raised earnings per share guidance for the second time this year [5] Strategic Initiatives and Acquisitions - Paychex acquired Pay Corps and fully integrated Paychex Enterprise business into the Pay Corps brand [7][8] - The company expects $100 million in cost synergies for the fiscal year from the Pay Corps integration, raised from an initial commitment of $80 million [9] - The acquisition of Pay Corps has expanded Paychex's market opportunity by $10 billion [10] Market and Industry Outlook - Paychex's full-service HR outsourcing business continues to perform exceptionally well [6] - The company believes it is well-positioned to capitalize on market opportunities, drive growth, expand margins, and strengthen its leadership position in the AI era for human capital management [6][7] - Small business job index has remained relatively stable in 2025, with continued moderation in wage inflation [16] - The company sees continued challenges in the small end of the market in finding qualified employees [17] - Paychex clients are not buying as many ancillary attachment products as expected, which led to some guidance discussions [18] - The company does not see any signs of recession and anticipates positive developments in 2026 with tax clarity and easing interest rates [18][19] - 70% of Paychex's clients are blue and gray-collar workers, and 95% are companies with less than 100 employees, making them less exposed to AI risks [13]

Hey, I'm Kramer. Welcome to Mad Money. Welcome to Cra America.Other people make friends. I'm just trying to make you a little money. My job is not just to entertain, but to teach you how everything works here.So, call me at 1800743 CNBC. Tweet me, Jim Kramer. After an agonizing period where Wall Street decided it was done with one of the greatest growth stories in history, artificial intelligence and everything attached to it.Today we got a reprieve, maybe even a second win that showered money on the cowork ...

Look, I I think when you step back at a macro basis, uh you know, our small business job index uh really has remained relatively stable in 2025. Uh really with we also see continued moderation in wage inflation. When what we reported today is our same store workforce levels for our clients.Now that's more broadly across our entire base, not just the small market, which is 50 employees and less. That's essentially flat for the quarter. Um what we see is continued challenges particularly in the small end of t ...

After an agonizing period where Wall Street decided it was done with one of the greatest growth stories in history, artificial intelligence and everything attached to it. Today, we got a reprieve, maybe even a second wind that showered money on the coworker. For those of us with positions that rely on the AI data center buildout, like my travel trust, do you know that this is one of the best days of the year.Although that wasn't fully reflected the averages. Dow advancing only 183 points. This be gaining on ...

College sports valuations are soaring, fueled by massive media deals, expanded playoffs, conference realignment, and the rise of NIL deals. The top 75 athletic programs are now worth a total of 51.2% billion, up 13% from 2024 based on CNBC's official college valuations list that is out today. The University of Texas at Austin tops the list valued at almost 1.5% billion, followed by the Ohio State, uh, Texas A&M, University of Georgia, and the University of Michigan.Joining us now are the folks behind the li ...

Final trade time. Mike Poe. >> Yeah.Top line, bottom line, and free cash flow. All growing faster than the market overall, and yet it trades at a market multiple. I like Amazon.>> Tim, >> good to have Ununice here. Inspired me on my Baba trade. Alibaba.>> Courtney, we're talking about um IPOs, maybe potential M&A activity. I think Goldman Sachs is worth a look here. Steve >> GM is an incredible chart and I think it still can go higher.>> Thank you for watching Fast Money. Have a fantastic weekend. The Mad M ...

AI Trade & Market Dynamics - The AI trade is expected to shift from broad enthusiasm to a more selective environment in 2026 [3] - A robust IPO market is anticipated, featuring private AI companies and SAS companies that didn't IPO in 2021 [4] - M&A activity is expected to be significant as enterprise companies seek to integrate AI into their architectures [4][5] Enterprise Adoption & Sector Impact - AI is transitioning from a consumer novelty to an integral part of business processes and workflows [8] - Enterprise adoption of AI will drive increased demand for inference, potentially requiring 10-50 trips back to LLMs for complex workflows [9] - The inference is becoming the heartbeat of global business, creating enormous demand for data centers [10] LLM & Data Center Considerations - The LLM market is expected to be highly competitive, with open-source models from Chinese companies, Meta, and Nvidia [11] - Leaders in the LLM market are likely to move up the stack, similar to Microsoft with Windows and Oracle with databases [11] - The data center trade is not a concern due to the expected imbalance between high demand and limited supply, despite capital and resource constraints [10][11]

So, at the end of a week of wild swings, what have we learned about this trade. Or is this just sort of a blip in the bigger AI trade. Tim, what do you think.>> Uh, no. I look, I think the last month has been important in terms of evaluating free cash flow from companies that that were gold standard by looking at the debt markets by assessing the dynamics of does Oracle have funding. Are the the blue owls of the world sticking by.There's other folks that are uh you know, that's emblematic of a broader story ...