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Alpha and the City
CNBC Television· 2025-11-15 00:02
There has been no shortage of challenges facing the New York metro's real estate market, but usually whenever NYC is counted out, it presents a huge buying opportunity. Two of the most influential names in New York real estate; RXR Chairman and CEO, Scott Rechler and Rudin Management Co-Chairman, Bill Rudin share how they are positioning their portfolios and what’s next for New York. ...
Alpha and AI Investing
CNBC Television· 2025-11-14 23:59
Investment Opportunities in AI - AI has created numerous new investment opportunities, including chips, data center real estate, and both public and private ventures [1] - Investors need to be agile and discerning when allocating capital due to bubble concerns [1] - General Atlantic and Coatue Management are two successful new economy investors [1] Key Investment Areas - Tech trends are a focus for investors like Bill Ford and Philippe Laffont [1]
Final Trade: HQY, BTI, AEP, BA
CNBC Television· 2025-11-14 23:16
Investment Opportunities - Health equity FSA growth presents a hedge against potential inflation and rising interest rates [1] - British Tobacco shows continued breakout potential, offering an opportunity during dips [1] - "A" provides reduced beta with continued upside [1] - Boeing is a comfortable investment [1] Risk Management - Volatility requires attention and a reduction in beta [1]
Options Action: Bullish options moves in Nvidia
CNBC Television· 2025-11-14 23:16
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 ...
White House memo reportedly claims Alibaba is helping Chinese military target U.S.
CNBC Television· 2025-11-14 22:55
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 ...
White House rolls back tariffs on beef, coffee, bananas and other products
CNBC Television· 2025-11-14 22:53
Trade Policy - The White House released a 98-page document detailing tariff exemptions on a wide range of products [1] - Hundreds of products are now exempt from tariffs [1] - The tariff rollback is seen as a measure to address affordability concerns in American politics [3] - The White House aims to lower costs for American consumers by rolling back tariffs previously imposed by President Trump [4] Affected Products - Products exempted from tariffs include coffee, bananas, tomatoes, avocados, mangoes, and limes [2] - Other products receiving tariff exemptions include beef and copper [2]
Berkshire Hathaway takes new stake in Alphabet, decreases Apple stake in Q3
CNBC Television· 2025-11-14 22:52
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 ...
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 ...