Evan Seager is head of healthcare research at Beimo. He's only got a market perform on Novo. He says this is a big win, but sees a challenged road ahead.He's here on set with us. First of all, welcome. >> Thank you for having me.It's great to be here despite the weather. >> Yes. And as you say, despite this having been a total hold on for dear life year for healthcare broadly, but a nice finish.No, I mean, go back to the summer when you had the health insurers, you know, collapsing and all this stuff going ...

Let's get the bond report. Rick Santelli has more on how the markets are reacting to all of these crossurrens. Rick, what can you tell us.>> Well, you know, I like the way the charts tell a picture. If you look at twos and tens when the number was released, a couple things should jump out at you. The twos definitely seem to be more aggressive in holding the upside.I don't think that's for any big reasons to explain the Fed or uh acknowledge percentages and probabilities. I think it's purely the next chart w ...

Joining us now is Andrew Obin, equity research analyst at BFA, who covers the industrial space. Welcome. >> Thanks so much.>> When you hear data centers in space, does it make you laugh, shake your head, or go, "Yeah, this is actually what's coming, and we're starting to think about the buildout for this already." >> Well, at first I thought it was bonkers. >> Yeah. >> And then when you dig in, you actually realize that there are very specific developments that are driving the narrative, >> and we think it' ...

fight. But it's also more than that. A heated debate playing out publicly between two of the world's premier AI scientists.They're facing off over whether the technology can evenly match human intelligence or if a new approach is needed. Dear Jabra Bosa has more in today's tech check. Dearra.So Kelly, this is a real split right at the top of AI between two of the most influential minds in the field. It goes straight to the core of the AI trade and whether the current buildout actually pays off. So on one si ...

Colin Sebastian is Barrett, senior internet analyst. Colin, welcome to you. Do you how do you expect them to flip the narrative here.>> Yeah, hi Kelly. Thanks for having me. So, you know, our point today is is not to say that they're not legitimate concerns over over margins and investments by Meta.In fact, we've highlighted those for several months. Um, but what we're nudging investors to do is look a little bit further ahead. Uh, especially given the importance of the AI theme.Uh Meta will be launching a ...

Joining us now is Bill Smei. He's the chief investment officer at Sme Capital Management. Bill, it's great to see you again.Welcome. >> Hey, great to be with you. >> Jump in here.You can pick the housing piece first if there's anything in that last discussion that you know you wanted to chime in on. >> Well, I I I don't want to pick on your prior guest too much, but somebody once said if you put all the economists end to end, you'd never get anywhere. >> Understood.But where so do you come down as as in thi ...

Consumer Confidence & Economic Outlook - The Conference Board's consumer confidence index has declined for the fifth consecutive month, signaling potential economic concerns [2] - Consumer confidence is diverging based on income levels, with those below $125,000 annually showing decreased confidence, while those above that level show increased confidence, indicating a K-shaped economic recovery [3][4] - Expectations for the future (expectation index) appear to have bottomed out, with consumers starting to feel the impact of current economic conditions [3] Inflation & Pricing - Consumers express concern that prices, particularly food prices, are not decreasing as expected, despite discussions of inflation coming down [6] - Tariffs are considered a regressive tax, impacting lower-income Americans and are reflected in prices [7] Small Business & Economic Sectors - Small businesses are facing challenges, with owners often relying on personal credit, while large businesses are performing well, highlighting a disparity between Main Street and larger corporations [8] - The current economy is service-driven, showing productivity gains in the service sector despite a weakening labor market, differing from past manufacturing-driven economies [11] Potential Economic Drivers - Larger tax refunds and potential increases in Obamacare health premiums could influence consumer spending in the near future [4] - Decreasing gas prices are providing some relief to consumers, while rising food prices continue to be a concern [5]

>> WELCOME BACK. WE'RE HUNTING FOR YIELD WITH JENNY HARRINGTON. HER TOP DIVIDEND PLAYS FOR THE NEW YEAR.OKAY. YOU HAVE FOR FOR OUR VIEWERS. LET'S GO THROUGH THEM.>> OKAY I TRIED TO DO IT LIKE A CHRISTMAS PRESENT. SO I'M GIVING YOU A WIDE VARIETY, A REIT, A MATERIAL AND ENERGY AND A HEALTHCARE STOCK. WE'VE GOT AMCOR, BRISTOL-MYERS, ENBRIDGE AND VICHY.MOST OF THEM HAVE ABOUT A 6% YIELD OTHER THAN BRISTOL-MYERS, WHICH IS ABOUT 4.5%. THEY'RE ALL IN THAT KIND OF TEN TIMES EARNINGS RANGE. THEY ALL HAVE DECENT EAR ...

Give me a final trade while I have you real quick, please. >> Oh boy. Okay, I'll give you Milrose Properties, which leads into Steph's housing plate.9% yield. Excellent company. >> Josh, final.>> Exon Mobile breaking out. >> Steph, >> I like the India ETF. INDA, >> Nvidia, Broadcom, all of them going higher.>> Okay, so I'll see at three. We got Adam Parker, Edard Denny, Cameron Dawson, Brent Talkington, Kevin Simpson's got some new moves, too. And we'll certainly game out 2026.I'll see you in a couple hours ...

Stock Picks & Recommendations - First Solar was named a top pick at Mizuho, despite a 6% drop in stock price today [1][2] - Live Nation is considered a top pick at Evercore, seen as a crown jewel in a secular trend of intensified concert attendance [2][3] - Estee Lauder's target was raised to $100 at Jefferies, with optimism for a turnaround by 2026 driven by recovery in US and China prestige makeup markets, margin rebuild plan, and cost-cutting efforts [3][4] - Amtech is at a record high, benefiting from strong momentum in electrical equipment and supplies across commercial aerospace and utilities sectors [6][7] Company Specifics & Industry Trends - Alphabet's move into clean energy benefits First Solar, as Intersect Power is a customer [1] - The speaker believes the Estee Lauder turnaround, called "beauty reimagined strategy," will be slow but driven by a CEO with extensive experience in the prestige market and fixes to distribution problems in China [5][6] - Commercial aerospace exposure has been important in 2024 and is driving momentum for companies like Halmed and Amtech [7] - FedEx is considered inexpensive and is undergoing a turnaround, with a potential run towards $300-$315 [9][10] - FedEx plans to spin off its troubled freight division into a separate publicly traded company (ticker: FDXF) in June, which is expected to unlock shareholder value [10][11] Valuation & Market Sentiment - First Solar is considered cheap on a valuation basis [2] - Amtech is considered cheap on a valuation basis [7] - FedEx is considered one of the most inexpensive names in coverage [9]