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 ...

Somebody has to play the bad guy. Might as well be me. In the last two months, regular viewers of this show know I've gotten cautious on the more speculative stocks connected to the data center and AI.I've said repeatedly that when I say insider selling and secondary offerings, borrowings, and operations with no revenue, I'd have to take a step back. I had proclaimed 2025 is the year of magical investing where if you bought anything, anything at all that's involved in the data center, you made money. Earlie ...

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 ...

Final trade time. Mike Co. >> Yeah, Alphabet is valuable and its options are expensive.I like it for a buy, right. >> Timothy, >> in a world where valuations look tough, UPS's valuation is not. And I think there's some momentum there.>> Courtney, I think some of the reaction day Disney was a little over um exaggerated. I think it might be worth taking a look here. >> Stephen, >> sometimes feel like an hour goes quicker than an hour is.It felt like it was a quick show today. Did it not feel quick to you. >> ...

A question being asked across the country. How can I afford my prescription drugs. Prices are skyrocketing.It's a broken system and we need to make sure everyone is paying attention. With some specialty medications costing tens or even hundreds of thousands of dollars per year and prescription drug prices in the US averaging nearly three times more than in other countries, driving people and employers to find a solution. It's such a desperate thing to think that you might not have your medication at all.>> ...

decentralized exchange aimed at improving security and market access to new crypto users. OKX global managing partner and chief marketing officer Haider Rafi joins us now. Haidider, great to have you with us.>> Thanks for having me, Melissa. >> First, I want to talk to you about what is going on in crypto right now and whether or not you think that break below 100K is is important um in terms of the next leg either lower or higher for Bitcoin. >> I don't think so.I think this is a postgovern shutdown uh era ...

Yeah, Melissa, some breaking news. Under Armour and Curry brand officially splitting ways, ending a 13year partnership. Steph Curry really put Under Armour on the map in terms of uh athletic sponsorship for an athlete.He has built out this brand over a number of years, released many different shoes, other apparel, but Under Armour is down 40% this year. has really struggled recently um both from a revenue standpoint and really a branding standpoint. And in a statement, Under Armour saying it wants to focus ...

Disney shares tumbling almost 8% today. Its worst day since April. The media giant reporting better than expected earnings before the bell, but missing on revenue.Disney's TV networks and movie business weighing on results. The company is also in a carriage dispute with YouTube TV. CNBC founder and current contributor Tom Rogers joins us now with his reaction.Tom was the first president of NBC cable and is now senior adviser to Versent Media, which will soon become CNBC's parent company. Tom, it's always gr ...