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Final Trades: Toast, Transdigm, Thermo Fisher and Amazon
CNBC Television· 2025-08-13 19:44
Let's do final trades. Josh Brown, what you got. Post is down seven points from before it reported its best earnings quarter ever.I think the stocks are screaming by in the low 40s. Okay, thank you for that, Sat. What about you.Uh, sticking with Transdime. I think it's really cheap at these levels. Thank you very much.Uh, Carrie Firestone, Thermo Fisher, it's at the 200 day moving average and things will get better. Federal funding is restored to universities. Okay.And Joe T, I like you talking about the 20 ...
Joe Terranova buys more Apple
CNBC Television· 2025-08-13 19:43
Joe was just talking about momentum having returned. It certainly feels like it's returned to Apple. >> Stocks up more than 10% in one month.It is green yet again today. It's above $232 a share. You've been a buyer of it personally recently on several occasions including again today.>> I will. Yes. Again today.Let me walk through all of it. I know Jim Kramer right now, if he's listening, he's not going to be happy because yes, I am trading Apple and I'm taking advantage of what I believe to be a significant ...
Trade Tracker: Karen Firestone buys Taiwan Semi
CNBC Television· 2025-08-13 19:37
Nvidia, by the way, um, speaking of this topic, target and the deal obviously that they've made, uh, to be able to sell their chips into China, price target 225 from 180. It's overweight still at Piper Sandler. Everybody owns that stock.Um, semiconductors worth watching today. Uh, Broadcom hit a record today. The semi ETF hit a record today. Taiwan Semi hit your buy list today.Yeah, exactly. Well, we bought it when I was on vacation, but uh first time I'm back. And they um they manufacture 50% of the world' ...
Power Check: Cisco, Deere and D.R. Horton
CNBC Television· 2025-08-13 19:30
All right, let's get a power check on a couple of stocks preparing to report their earnings and one stock trading at its highest level of the year. First up, Cisco. That stock down a little bit ahead of its results after the bell tonight.Despite today's decline, shares still trading at levels not since seen since the year 2000. Remember Cisco briefly, the biggest company in the world. John Deere also on deck.Investors will be watching for how tariffs might have been impacting its overall business. And then ...
Markets are more speculative and embracing more risk than in 2021, says WSJ's Gunjan Banerji
CNBC Television· 2025-08-13 19:13
We want to get some insight into what the so-called retail, you know, the at-ome trader is buying. Your next guest says that most investors are still bullish and they continue to pile money into some what might consider risky assets. Here now on set to name some names is Gungeon Banerjee, lead writer for Markets Live at the Wall Street Journal, also a CNBC contributor.Gunjan, good to have you on set. >> Good to be here. Thanks for >> We just We led the show.I don't know if you saw the top of the show with C ...
Consumers aren't cutting back on meals with family but fast meals: Morgan Stanley's Harbour
CNBC Television· 2025-08-13 19:09
helping us to make sense of this, Morgan Stanley, restaurant and food distribution analyst Brian Harbor. Brian, you know, the cavas of the world aside, we can get to that specifically in a moment. How do we explain why one stock is up so much, the other one is down.Is it just execution, consumer taste. >> Well, the truth is full service, notwithstanding, I think Bloom, as you just showed, full service is actually doing pretty well right, right. Why is that.I think somewhat people are still going out to eat. ...
Bond yields fall on call for 50 basis point rate cut
CNBC Television· 2025-08-13 19:07
Because it is time for the bond report. It is time for the aforementioned Rick Santelli. Rick, you just heard Steve Leeman comment about the Fed and bond market.What say you. I say that the short end of the market is probably going to get a rate cut or two before the end of the year and that indeed will help. But let's put it in the bigger context.What everybody's really thinking about here. Do you think credit cards that are in the mid 20s, 25%, how much are they going to come down. Housing.Housing is prob ...
Ukraine-Russia peace talks take place on Friday. Here's what you can expect
CNBC Television· 2025-08-13 18:59
Fred Camp is president and CEO of the Atlantic Council. He's also a CNBC contributor. Fred, welcome.What exactly is at stake for Ukraine, Russia, and maybe all of Europe on Friday. Well, you know, there are three possible outcomes. Uh the first would be the horror scenario for Ukraine, for NATO, I think also for the United States, and that would be the abandonment of Ukraine.uh making a land deal over the heads of the Ukrainians and the Europeans with Russia um and not giving Ukraine what it needs to take c ...
Bullish IPO is the final ingredient to make a market bubble, says MAI's Chris Grisanti
CNBC Television· 2025-08-13 18:35
square those seemingly conflicting narratives. Joining us now to kick it off, Chris Grisanti, chief market strategist, M. a.i. Capital markets. Can we square those two things. Maybe we can.Because maybe because I've been around long enough to see stocks go up. Even when people say valuations are high. >> No, I'm saying maybe we can, maybe we can't.But we have to. So the deal is we. >> Have. >> To we have to.Yeah. You can't sit on the sidelines here because there's too much bullish short term momentum. And t ...
U.S. authorities place trackers in semiconductor shipments to mitigate diversion to China
CNBC Television· 2025-08-13 18:34
Welcome back to the exchange. Reuters reporting today that US authorities have been placing secret trackers into shipments of advanced semiconductors trying to find chips that are being diverted into China. Christina parts has the details for today's tech check.Christina, >> John, US authorities, like you said, may be tracking devices and shipments of advanced AI chips, but industry sources tell me we shouldn't expect to see these trackers on individual NVIDIA chips anytime soon. The trackers are ranging fr ...