Sometimes when stocks are doing badly, I get worried. Not because I want to get out, but because I wonder if I might be missing a once- in a generational bottom. Those don't come around all that often, of course.And right now, I'm concerned that we might be missing a bottom in a group of stocks that I haven't particularly cared for at all, especially in a long time, including in How to Make Money in Any Market, which by the way, I'm signing tomorrow night, 6:30 p. m. Barnes & Noble on Atlantic in Brooklyn.P ...

Look out. The year of magical investing may be drawing to a close. All of this year, pretty much anybody who bought stocks connected to AI and the data center, well, you know, you made money.You didn't really need to think about it. But now, looking at the market with Dow surging 559 points, S&P advancing 21% and the NASDAQ dipping 25%. It seems like the easy money may have been made.Maybe the magic's starting to fade away. It's not 1999 goes to 2000 where there was only one unlikely winner out of the 350. ...

AOK we really surrounded it. I think of all the names we mentioned. UNH is that chart again soon >> Aaron.>> Yes it is the ZY in my carbs trade. Oih. >> I like services.>> AMD. I thought it was in my Gen AI ac but I fade AMD here. not to be in my tube, but Crystal Myers. ...

One activist investor is avoiding the big Apple's office space market amid Zeron Mumdani's win. John Lit is the Landon Buildings founder and chief investment officer. He joins us here on set.Jonathan, great to have you with us. Um, it's not just New York City. It sounds like you don't have any position at all in office space.Why is that. >> Well, if you recall back in 20 we came on after the pandemic and said work from home is going to be a problem, >> right. >> And we said stay alive till 25.Now we're in 2 ...

coming in a big year for biopharma M&A, 15 deals worth $1 billion or more have been struck so far in 2025, as big pharma looks to replenish their pipeline, so can biotech keep the momentum going and how should investors approach the space. Right now, I don't know if a lot of people are aware about this performance of the sector versus the Mag-7 neck and neck. >> Well, if they'd be watching CNBC's Fast Money, they might be wearing Tim's the guy that gets the bandaid on his arm after he gets an inoculation.Ri ...

Well, joining us now in an exclusive interview from the Caner Crypto and AI Energy Infrastructure Conference is Jason Les. He is CEO of Riot. Jason, welcome to the show.>> Thank you for having me. >> All right. So, I am going to get your outlook on cryptocurrencies and some of the moves we've seen and then we can get into AI infrastructure from there.>> Sure. >> So, where do you see Bitcoin headed here. >> So, uh Bitcoin's always a volatile asset.I think 2025 has been a uh pretty transformative year for uh ...

And joining us now first on CNBC before the earnings call is Jacob Dit, Oklahoma co-founder and CEO. Jacob, welcome. First, for how should investors think about this company.It seems based on the uh structure. It's almost like a a gold mine or a biotech in the sense that you're reliant on certain approvals, but then if it works out, it works out really big. Yeah, it's an interesting question and thanks for having me on and happy Veterans Day to everyone.I think I think it's it's one of those dynamics where ...

us now for his read and so much more in an exclusive interview is Caner Fitzgerald chairman Brandon Lutnik. He is at the Caner Crypto and AI Energy Infrastructure Conference in Miami. And Brandon, it's great to have you on.Welcome. >> Thank you so much for having me. >> So multi-day conference.You're basically sitting at the intersection of cryptocurrencies and AI infrastructure and energy and everything it's going to take to build out all of this compute. What are your takeaways from the conference. uh fro ...

Market Outlook - The market is expected to broaden out, with a target of 7100 by year-end [1] - Seasonality is a key factor, especially for laggers, with November, December, and January being the most positive months [1] - A contrarian sentiment indicator triggered a buy signal, historically leading to an S&P 500 rally of approximately 7.5% over the next 3 months with a 90% positive rate [5] Reflationary Events - Potential AIPA Terrace refund is anticipated, with a ruling expected in December or January, potentially triggering a reflation trade [2] - Tax returns are projected to be larger this year, averaging $800 per person more than last year, contributing to another reflation event [3] AI and Hyperscalers - The AI capex cycle is considered to be in its early stages [6] - Concerns are emerging regarding hyperscalers, as their capex spending may be mandatory for competitiveness, leading to declining free cash flow margins and a decrease in free cash flow as a percentage of earnings to 50% from a previous 100% [7] - AI semis, hardware, and power companies are expected to benefit from the AI capex cycle [8] - Some companies may face scrutiny if they are perceived to be on a continuous spending treadmill without reaping the benefits of scale [10]

Joining us now at Post 9, Chance Mims, founder and CEO of Academy, along with the firm's president and former New York Giants great Phil Makanki. It's great to have you guys back and what has been a tradition for us and we're so happy about it. >> Thank you for having us.>> Let's um I' I'd love to hear from both of you. Uh because what matters most to me is hearing from you about what this day means to you. Phil, you go first.Well, personally, um, not only did we serve and the great veterans, but I have a d ...