We've talked a lot over the course of the last several quarters and maybe even multiple years now about the secular bull run in technology. Is it over. >> Um Dom I I think it's we should expect from time to time profit taking because tech has been a leader for the last decade um and it is overbought.So I think it you know it is going to be from time to time going to show extended weakness but to me the underlying story driving technology which is the productivity miracle coming from AI is still intact. Uh M ...

So you heard Alys's report with regard to the trade dynamic that we're developing with Latin America right now. Ununice Yun just laid out the state of play with China and its economy visav trade. Just how important are the next few weeks and months for this Trump administration in trying to really push through the priorities it has on international trade.>> Extraordinarily important. Um and uh these four new trade agreements I think are a great showing of momentum of the uh importance of using tariffs as a ...

Five things to know ahead of the opening bell this morning. Homeland Security Secretary uh Christy Nome announcing $10,000 bonus checks now for TSA officers who worked without pay during the six-w week government shutdown. She called the payments a reward for exemplary service under strain.And Boeing defense workers have approved a new contract that will end a more than threemonth strike that has delayed the production of fighter jets and other programs. includes 24% wage increases over 5 years. Workers exp ...

All right, time now for the executive edge and a dismal hiring outlook for the graduating class of 2026. The National Association of Colleges and Employers is out with new survey data. More than half of 183 employers surveyed rate the job market for new graduates as poor or fair.That's the weakest outlook since the first year of the pandemic. Companies said the uncertain economic outlook has paused some hiring and shifted preferences to recruits with experience compared to straight out of college. Some exec ...

Listen to Jim Cramer’s personal guide through the confusing jungle of Wall Street investing, navigating through opportunities and pitfalls with one goal in mind - to help you make money. 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 » Watch CNBC on the go with CNBC+: https://www.cnbc.com/WatchCNBCPlus Turn to CNBC TV for the latest stock market new ...

It is time. It's time for the lightning battle midbody. That's right.Take rapid fire calls. I said the name of the stock. I tell whether by buy or sell or sell.Just to be clear, I don't know the callers or the stock questions ahead of time. My stamp prepares to grab us the fly. You play to hear this sound and then the lightning round is over there.That's what I actually say every night. Are you ready ski daddy. Now for the light round.Sorry. Let's start with Warren in Ohio. Warren, >> Jim, love your show.Fi ...

Millennial Money short on time. Thesis. The idea that in a post-pandemic world, people were eager to splurge on experiences like travel, theme parks, concerts, even, well, just going out to dinner.But over the past few weeks, it looks like the experiential economy ain't what it used to be. Even though I'm not ready to throw in the towel on this theme, there's beginning to be a lot to worry about here. Let's start with the macro data, or at least the data we have access to.Because most of the stuff has been ...

Has the experiential economy theme finally run its course. For the past few years, this has been a huge source of winners for us. Originally, we called it the long on money, short on time thesis.The idea that in a post-pandemic world, people were eager to splurge on experiences like travel, theme parks, concerts, even well, just going out to dinner. But over the past few weeks, it looks like the experiential economy ain't what it used to be. Even though I'm not ready to throw in the towel on this theme, the ...

Market Sentiment Shift - The market observer expresses increased caution regarding speculative stocks linked to data centers and AI, signaling a change in investment strategy [1] - The observer initially predicted 2025 as a year of widespread profitability in the data center sector but has since retracted this forecast, indicating a significant shift in market outlook [2] - The observer acknowledges a market correction, evidenced by the Dow Jones Industrial Average tumbling 798 points, the S&P 500 plunging 166%, and the NASDAQ plummeting 229%, suggesting a broader market downturn affecting tech stocks [3] Risk Factors & Historical Parallels - The observer draws parallels to the year 2000 dot-com bubble, highlighting the risks associated with companies going public with substantial losses and insiders selling their stock [4][5] - The observer expresses concern about the current market resembling the dot-com era, where numerous companies sought funding while insiders divested their shares [5] Investment Strategy - The observer is shifting investments away from tech towards high-growth sectors, while remaining invested in profitable AI companies [3] - The observer emphasizes the importance of identifying and avoiding market manias, suggesting a strategy of risk mitigation and avoiding overvalued assets [3]

Hey, that's right, Mel. Crowd Strike and Palo Alto Networks also moving lower after Anthropic disclosed what it says is the first documented case of an AI orchestrated cyber attack. It's a major headwind for these cyber security names as companies realized that they're not just fighting hackers.They are now up against AI that works around the clock. So what we learned today was that in September, a Chinese statebacked group jailbroke Anthropic's claude model and then used its agent capabilities to automate ...