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Trump administration ends '5 things' email spearheaded by Elon Musk
CNBC Television· 2025-08-06 10:57
Trump administration officially ending the drive by Elon Musk to get government staffers to send a list of and everything comes in fives to he wanted them to send a list of five things they accomplished each week to supervisors not four not six. Many federal agencies had already phased out compliance with the weekly email. It was launched by Musk in February in mired moves at his other businesses, but it sparked tensions with the government bosses and confusion among the rank and file employees.And I mean, ...
MNTN CEO Mark Douglas goes one-on-one with Jim Cramer
CNBC Television· 2025-08-06 03:28
Company Performance - Mountain's stock price increased from $16 at IPO to $31+ [1] - Mountain reported better-than-expected revenue and earnings [2] - Management provided strong guidance for the current quarter [2] - A large bottom-line loss was reported due to the IPO process [2][3] Connected TV Advertising - Connected TV transforms television into a digital platform for precise customer targeting [4] - 97% of Mountain's customers are first-time TV advertisers [7] - Small and medium-sized businesses can now advertise on streaming television [5][15] - Creative assistance is provided to brands through Ryan Reynolds' involvement and a network of independent creators [8][9] - Mountain partners with various streaming networks, including Comcast, Paramount, HBO, Vizio, LG, and Samsung [13][14] Platform & Tools - Mountain uses its own platform, Mountain Ads, as its primary marketing channel [5] - Customers can easily create an account on Mountain's website, similar to creating a Google Adwords account [6] - The platform offers tools for performance attribution, and customers also use third-party tools like Google Analytics [17][18]
Lightning Round: Palo Alto is a buy here, says Jim Cramer
CNBC Television· 2025-08-06 00:33
It is time for the light soft and then the lightning round is over. Are you ready in Wisconsin. All right, let's requested the palo antenno.Po alto is a buy here. We were going to buy some for the child trust. I can't emphasize enough.The stock is now down from 210. I think you got a real good idea. Let's go to Joe in New Jersey.Joe, >> hello Mr. . Kramer. Thank you for taking my call.>> Joe, how you been and where you been. How you been and where you been. I I uh Yeah, I've been busy working and I've been ...
Jim Cramer looks at what's behind Palantir's stock surge
CNBC Television· 2025-08-06 00:32
Sometimes traditional stock analysis just lets you down. That's how I feel about the stock of Palunteer and it is the best acting stock in the S&P 500. Up almost 8% today after great earnings and 109% year to date after this oil quarter.Palanteer has bedeled many of the analysts who cover the company ever since it came public almost 5 years ago. They have a difficult time evaluating it because it seems so overvalued. The software company/ AI consultant trades at over 200 times next year's earnings estimates ...
Cramer: Enough with the knee-jerk negativity, it's costing you money
CNBC Television· 2025-08-06 00:20
Enough with the knee-jerk negativity, people. It's really starting to cost you a lot of money today. Like so many other days, so many stocks got deep in the hole.Only recover as the session went on. Dow only dipped 62 points. S&P declined 49%.NASDAQ shed 65%. I got to tell you, to me, this was a day of simple profit taking after a huge update yesterday. I've been studying this post-liberation day rally pretty intently, trying to figure out why so few seem to be taking advantage of it.And I have some ideas I ...
Cramer shuffles through Spotify's Q2 earnings
CNBC Television· 2025-08-06 00:13
While the broader market hovers near all-time highs, not every stock's getting in on the celebration. In fact, some of the year's best performers are now well off their highs, including Men and My Favorites. You know what that is.Opportunity. Take Spotify. That's the world's most popular music streaming subscription service.With the company boasting a user base of nearly 700 million strong, many of you are users. You might even be listening to this episode on Spotify right now. Over the past couple of years ...
Mad Money 8/05/25 | Audio Only
CNBC Television· 2025-08-05 23:49
Market Overview & Investment Strategy - The market experienced profit-taking after a recent rally, but negativity might be costing investors money [1][2] - The relentless drumbeat of negative news, particularly regarding tariffs, makes people feel insecure [5][6] - Companies are generally mitigating tariffs effectively [16] - There's an aversion to investing when stocks are on sale, even though companies are performing well [21][22] Company Specific Analysis - **Cotera Energy (Oil & Gas):** Despite strong free cash flow yield (better than any segment in the entire market), the stock struggles due to being an oil and gas company [29][32] - Cotera Energy's natural gas portfolio, particularly in northeast Pennsylvania, is underestimated and offers high returns on capital [34][35] - Cotera Energy is prioritizing debt reduction with a plan to retire a $1 billion term note, after which they will resume aggressive buybacks [47] - **Spotify (Music Streaming):** Despite a recent stock drop due to weaker-than-expected ad revenue growth (up 5% on a constant currency basis), the company's user base is strong, with 696 million monthly active users (up 11% year-over-year) and 276 million premium subscribers (up 12% year-over-year) [52][55][60] - Spotify is increasing premium subscription prices in several regions outside the US [67] - Spotify has increased its buyback authorization from $1 billion to $2 billion, with $1.9 billion still available [70] - **Mountain (Ad Tech):** The company reported better-than-expected revenue and earnings after going public at $16 in late May, running to $31 [80][81] - 97% of Mountain's customers have never advertised on TV before [85][86] - **Palantir (Software/AI):** Palantir's valuation looks high based on traditional metrics (over 200 times next year's earnings estimates), but it scores highly on the "Rule of 40" with a revenue growth of 48% and an adjusted operating margin of 46%, yielding a score of 94 [108][109][110] - Palantir had $1 billion in revenue this quarter [111]
Final Trade: PFE, SNV, PLTR & VLO
CNBC Television· 2025-08-05 22:18
Time now for the final trade. Go around the horn. Tim, get us started.Mike, great having you today. And boy, a big smile on your face despite what's going on in the Bronx these days. Fizer.Visor also some great stuff. >> Also, thanks to Mike uh Senovas and Go Liberty, >> Dan. Go Liberty.Uh Palanteer. Last time it was this far away from its 200 day moving average and the RSI was here, the stock spent the next month and a half going down 40%. >> Guy, >> I think you're the hardest working individual at CNBC.We ...
Voyager Technologies CEO reacts to stock falling after first post-IPO earnings report
CNBC Television· 2025-08-05 22:11
Welcome back to Fast Money. Shares of Voyager Technologies tumbling almost 15% today. The defense and space company last night giving its first earnings report since its June IPO.Voyager reporting a wider loss in the second quarter than a year ago. Revenue did rise 25%. Shares of Voyager rocketed 82% on its first day of trade, but they've given back a lot of those gains.The stock now up just 10% from its offer price. Now for more on the earnings and the outlook, let's bring in Voyager Technologies chairman ...
The Fed is locked into a September rate cut amid the weak jobs report, says One Point BFG's Boockvar
CNBC Television· 2025-08-05 21:39
Bank of America CEO Brian Moyahan says he does does not expect a recession despite today's disappointing ISM data. Take a listen to what he said. >> Our economists believe there'll be no recession.They believe the econ the economy in the US will go about 1 one and a half% this year. They believe that the Fed will not cut rates because inflation will take longer to get down. >> That the Fed will not cut rates >> during 25.They'll cut them at 26. And that they've been on that for a long time. And they believe ...