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TikTok deal is great for both national security and Oracle, says Intelligent Alpha's Doug Clinton
CNBC Television· 2025-12-19 12:15
Tik Tok reaching a deal to keep operating in the United States. That's according to a memo from the company's CEO. Tik Tok's US algorithm is going to be retrained on American user data.Joining us right now to discuss this, Doug Clinton, founder and CEO of Intelligent Alpha. Good morning to you. We've been waiting for this moment for quite some time.I think the big questions around this is how has this fundamentally changed uh the dynamic. Is it actually more secure. >> Yeah, Andrew, it's been 5 years in the ...
Squire: Activism should be even busier in 2026 as investors rotate back to value
CNBC Television· 2025-12-19 12:14
All right. So, give us a sense. Uh, we have the the data through Q3.What are we seeing in Q4 and what's the outlook for 2026. Are you expecting it to be another busy year for activist investors. >> Yeah, we do.Well, well, it's been it's been busy. Um, we expect there to be even busy in 2026. uh as as investors stop pouring money into Max 7 stocks like they have been which has been slowing down and they start looking for value and and frankly value stocks um we we we see activism a lot of good activist oppor ...
Simpson: Micron’s earnings were impossible to ignore, with demand exceeding supply
CNBC Television· 2025-12-19 12:13
Let's get into it. Your word of the day is breath. What are you looking at.>> Well, you know, we've seen almost three years now where markets have been led primarily by mag 7, hyperscalers, big tech, and throughout the past few months, we've starting to see the market broaden out a little bit. And I really want to see that take place in 2026. >> We've seen financials, industrials, and and some AI adjacent starting to get involved in the game a little bit.>> All right. So, you're you're looking at for the ma ...
The Wrap-Up for Friday, December 19
CNBC Television· 2025-12-19 11:52
Geopolitical & Economic Policy - US President considers potential actions regarding Venezuela, including possible oil tanker seizures, while remaining ambiguous about the ultimate goal concerning President Maduro [1] - US President asserts that tariffs are a permanent aspect of trade policy [2] Monetary Policy & Interest Rates - Bank of Japan (BOJ) increased short-term interest rates by 0.25 percentage points, reaching the highest level since 1995 [2] - The BOJ's move resulted in the country's 10-year benchmark bond exceeding 2% for the first time since 1999 [2] - BOJ anticipates that real interest rates will remain significantly negative [3] Technology & AI - US government is reviewing NVIDIA's H200 AI chips, potentially impacting shipments to Beijing; Commerce, State, Energy, and Defense departments have 30 days to provide input [3] - OpenAI is reportedly discussing a new $100 billion funding round, potentially valuing the company as high as $830 billion [5] - Meta Platforms is reportedly developing a new image and video AI model named Mango, with a planned release in the first half of next year [5] Financial Regulation & Market Activity - US House leadership considers a vote on a bill banning congressional stock trading as early as next year [4] - President Trump supports a ban on congressional stock trading but excludes the executive branch [4] - Coinbase is suing Michigan, Illinois, and Connecticut over their attempts to regulate prediction markets, arguing that Congress has already granted the CFTC authority [6]
Mad Money 12/18/25 | Audio Only
CNBC Television· 2025-12-19 01:12
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 ...
FedEx CEO Raj Subramaniam goes one-on-one with Jim Cramer
CNBC Television· 2025-12-19 01:02
>> YOU LOOK AT THESE NUMBERS FROM FEDEX. AFTER CLOSING, THE FREIGHT POWERHOUSE REPORTED A STRONG QUARTER WITH HIGHER THAN EXPECTED REVENUES IN THE $0.70% EARNINGS BEAT OFF $4.12% BASIS. EVEN BETTER, MANAGEMENT RAISED THE LOW END OF THEIR FULL YEAR FORECAST FOR BOTH REVENUE AND EARNINGS.THIS COMPANY SPENT YEARS TRYING TO CUT COSTS AND OPTIMIZE ITS DELIVERY NETWORK. CLEARLY, THOSE EFFORTS ARE PAYING OFF, AND EVEN THOUGH THE FREIGHT DIVISION CAME IN A LITTLE WEAKER THAN EXPECTED, THAT BUSINESS HAS BEEN STRUGGL ...
Lightning Round: Don't get involved in any 'year of magical investing' stock: Jim Cramer
CNBC Television· 2025-12-19 00:56
>> IT IS TIME FOR THE LIGHTNING ROUND. BUY BUY. >> BUY SELL SUZANNE BRENNER.MR. PRESIDENT, YOU SOUND. AND THEN THE LIGHTNING ROUND IS OVER.ARE YOU READY, SKI DADDY. TIME FOR THE LIGHTNING ROUND. LET'S GO TO SAM IN PENNSYLVANIA.SAM. >> JIM, HOW ARE YOU. >> ALL RIGHT.HOW ARE YOU DOING. >> GOOD. YOU KNOW, JIM, LAST WEEK WE HAD A BIG ACQUISITION OF A CYBERSECURITY COMPANY BY SERVICENOW TALKING ABOUT ARMIS FOR 7 BILLION.SO IT CAUGHT MY ATTENTION BECAUSE SENTINEL ONE HAS BEEN LONG ON MY RADAR. SO I'M CURIOUS WHAT ...
FedEx is the heartbeat of the industrial economy, says CEO Raj Subramaniam
CNBC Television· 2025-12-19 00:51
Financial Performance & Cost Reduction - FedEx has been pursuing structural cost reduction programs, achieving $4 billion in savings over the past three years [2] - FedEx is on track to meet its $1 billion cost reduction target for the current year [2] - Revenue growth is a key highlight of the quarter, reflecting FedEx's role as a bellwether of the industrial economy [3] Strategic Focus & Market Position - FedEx is focused on differentiation and providing new value to its customers [3] - FedEx is gaining traction in key verticals such as healthcare, aerospace, defense, and data centers/AI [4] - The company's cost-cutting programs and healthcare initiatives are proving successful [1] - FedEx's global network positions it as a key player in the industrial economy [3] Operational Execution - The team is executing the plans that have been put in place [4]
Today was a reminder the market can still rally without tech, says Jim Cramer
CNBC Television· 2025-12-19 00:41
Hey, I'm Kramer. Welcome to Mad Money. Welcome to Crane America.Other people make friends. I'm just trying to make you a little bit of money here. My job is not just to entertain, but to explain.So, call me at 1800743 CNNBC. Tweet me at Jim Kramer. The Consumer Calvary got here just in time to give us what looks to be the beginning of a SANTA CLAUS RALLY.THAT'S the only way to describe what worked today. Everything involving consumer spending couldn't come as a better time because tech's been faltered. We n ...
Today's consumer spending rally couldn't come at a better time, says Jim Cramer
CNBC Television· 2025-12-19 00:33
The consumer calvary got here just in time to give us what looks to be the beginning of a SANTA CLAUS RALLY. THAT'S the only way to describe what worked today. Everything involving consumer spending couldn't come as a better time because tech's been faltered.We needed something big to replace it. Even as you couldn't tell from the averages, Dow advancing 66 points to be jumping 79% but the techlaid NASDAQ surging 1.38%. Let me set the scene.For most of the year, we've had oh, woe is the narrative consumer, ...