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Final Trades: Salesforce, IBM, Las Vegas Sands, Netflix
CNBC Television· 2025-10-23 17:31
Company Performance - Salesforce charts are starting to rebuild, potentially indicating positive market sentiment following the Dreamforce meeting [1] - Salesforce is expected to report 19% growth when their earnings are released on December 2nd [1] - IBM experienced 9% year-over-year growth [1] Market Trends - Las Vegas Sands is showing signs of recovery [2] - Netflix is potentially trending towards positive performance for the day [2]
Trade Tracker: Bill Baruch buys the gold dip
CNBC Television· 2025-10-23 17:18
Let's talk some gold. Very much in the news of late. There's the stock. It's a re the stock there. There's the chart.It's a rebound. Uh obviously the first backto back losses we've seen since September. So it's getting a little bit back.Still on track for the first negative week in the past 10. That tells you where the momentum has been. No doubt.Bill Baroo, he joins us now to talk about some of these moves that he has made. Tell us tell us that this is is in the specialized fund around commodities, right. ...
Trade Tracker: Josh Brown buys more Netflix
CNBC Television· 2025-10-23 17:18
Financial Performance - Netflix's earnings reaction was considered strange, especially after paying approximately $600 million related to a dispute with Brazilian tax authorities [2] - Without the $600 million payment, Netflix would have exceeded expectations [2] - Netflix has 25% net margins [4] - Netflix raised free cash flow guidance to $9 billion for the year, increased from the previous range of $8 billion to $85 billion [5] Stock Performance & Market Dynamics - Netflix stock is testing its 200-day moving average for the first time since April [3] - The 200-day moving average has historically been a good opportunity to accumulate shares [4] - Netflix has $10 billion remaining on its buyback authorization [5] Strategic Initiatives & Future Outlook - Netflix has over 300 million customers and is considered one of the five most important technology platforms [6] - Netflix is expanding into podcasts, including Bill Simmons and The Ringer, to compete with platforms like YouTube [6] - The company anticipates a strong performance in 2026 [7]
Josh Brown's 'best stocks in the market': Interactive Brokers
CNBC Television· 2025-10-23 17:17
Let's do Josh Brown's best stocks in the market. The spotlight shining brightly today on what name. >> Uh in uh Interactive Brokers.We we uh we wrote the stock up over the summer and we talked about it here on the show and um it was a breakout in progress. It went up like eight or nine points from there. It's pulled back a little bit and I think it's setting up for another entry.Um they look I'll make this I'll make this really really simple. They're in every market that Robin Hood's in. Robin Hood is growi ...
Trade Tracker: Stephanie Link and Malcolm Ethridge buy IBM
CNBC Television· 2025-10-23 17:16
Speaking of like let's look at IBM for example um which did have a good earnings report beat on the top and the bottom line the stock was lower earlier uh it plays into the theme that I mentioned at the top of our program moves that the committee is making today around some of the the stocks that are in the news. The stock is off as you see it's coming off the mat though from where it traded after the earnings. Is it Steph the fact that as you as you talked to us on closing bell yesterday going into the pri ...
Trade Tracker: Josh Brown buys Zoom
CNBC Television· 2025-10-23 17:15
Investment Thesis - Josh Brown initiated a "new buy alert" for Zoom stock, citing potential growth beyond video calling [1] - The current earnings multiple is 18 times, considered a discount relative to the tech sector and S&P, with potential for rerating upon growth [1] - Morgan Stanley initiated coverage, arguing the stock isn't priced at a premium and could see significant upside with growth [1] Business Operations & Strategy - Zoom has an enterprise business providing phone numbers for companies, with 10 million users of Zoom Phone [1] - Zoom's revenue accelerator, an AI note-taking product, is gaining traction among enterprise customers [1] - The company has $8 billion in cash, providing flexibility for acquisitions and stock buybacks [1] Challenges & Risks - The stock has been negatively impacted by stock option compensation issues related to post-pandemic hiring [1][2] - Wall Street is urging Zoom to focus on shareholder value by reducing share dilution [2] - Concerns exist regarding Zoom's ability to demonstrate growth beyond its video conferencing services [1]
A third of Manhattan condo owners sold at a loss in past year
CNBC Television· 2025-10-23 17:00
Hey, it's Robert Frank, CNBC wealth editor here. And if you think real estate in Manhattan always seems to go up in price, well, onethird of condo owners who sold in the past year sold at a loss. It all depends on when they bought.So, you bought a condo before 2010, your gains were between 29 and 45%. That's according to a new report from Brown Harris Stevens. If you bought before 2010, you're more likely to see losses or small gains of a few percent.You add in inflation, renovation costs, and transaction f ...
LIVE: President Trump makes an announcement at the White House — 10/23/2025
CNBC Television· 2025-10-23 16:49
President Trump makes an announcement at the White House on Thursday. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide. Connect with CNBC News Online Get the latest news: http://www.cnbc.com/ Follow CNB ...
Spending trajectory looks key to continue narrowing the deficit: Treasury Sec. Counselor Lavorgna
CNBC Television· 2025-10-23 16:48
Let's bring in Joe Leavia, counselor to the Treasury Secretary to discuss this. Joe, uh, it's great to have you on to to kind of flesh this out a little bit. And I I guess first of all, most important I would be to get at what the drivers of this narrower deficit are and whether they're structural, whether they're durable, whether they're going to continue because I mean you hear things about obviously tariff revenue, uh pretty high capital gains tax collections and then some maybe foregone spending that ma ...
You’ll pay more for active ETFs than passive funds. Is it worth it?
CNBC Television· 2025-10-23 16:45
Todd, with all of that in mind, what are you seeing from a flow perspective with regard to some of that income orientation that makes you feel as though this is either a trend that is more secular or or more long-term in nature or one that's much more tactical based upon what the environment that we're seeing in the marketplace is. And if so, Todd, why not just do it plain vanilla wise with certain high yielding type stocks or sector ETFs as opposed to going towards some of these more defined outcome or der ...