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Paramount set to report earnings today: LightShed's Rich Greenfield on what to expect
CNBC Television· 2025-11-10 14:34
Paramount Sky Dance set to report quarterly results that's going to happen after the bell today for some insights on what to expect and how the chess board may move. Want to get uh into all of it with Rich Greenfield, partner and co-founder of Lightshed Partners. Uh let's start with uh what you're expecting on the earnings, but maybe perhaps more importantly what you think it portends uh as this merger chess board seems to be evolving.You know, the crazy part, Andrew, and I'm sure you you know, you you all ...
The device side of AI really hasn't taken off yet, says Deepwater's Gene Munster
CNBC Television· 2025-11-10 14:12
Apple will be the top performing MAG 7 stock over the next six months. Joining us to talk about the tech sector is Gene Monster, Deep Water Asset Management Managing Partner. How's your last couple of weeks been, Jean.Have you been um white knuckles as or was it all as expected given the the runup we've seen in this sector. Well, I think the last week in terms of the shift from investors about how they think about AI and that overinvestment narrative really picking up steam that's made my knuckles more whit ...
There will continue to be ripple effects on travel even after the shutdown ends, says Sara Nelson
CNBC Television· 2025-11-10 14:00
The government shutdown is likely to continue to strain the travel industry even after it ends. Joining us right now is Sarah Nelson, international president of the Association of Flight Attendants. Good morning to you.It's great to see you um under not so great circumstances. Speak to this issue of what happens afterwards. So, we may have a deal this week, but it sounds like things are going to be tough going or tough sledding for some time and obviously we still have Thanksgiving coming up.Andrew, thanks ...
Gabelli Funds' Tony Bancroft on the state of the defense sector, future of warfare
CNBC Television· 2025-11-10 13:59
joining us uh to take a look at defense and aerospace stocks. Tony Bankrooft, uh Gabelli Funds portfolio manager. He's also a former lieutenant colonel uh in the US Marines.Aren't you still a lieutenant colonel. Can Can I still I want to call you that. I am.>> It's great to have you on. It's a special day today, too, isn't it. >> Sure is.250th birthday of the United States Marine Corps. >> That's a good reason to have to have you on here. Um >> and tomorrow's Veterans Day tomorrow.It's kind of a >> easy to ...
The Democratic Party is in danger of becoming a long-term minority protest party: Don Peebles
CNBC Television· 2025-11-10 13:57
the election of Zoron uh Mamani as New York City's next mayor raising some concerns that wealthy New Yorkers will leave the city. Joining us now is Don Peebles. Uh the Peebles Corporation uh CEO and chairman. Don, it's been a while. >> Hey, how you doing? How are you? >> I'm good. Uh the gray hair is not just from Mani, I don't think, uh is it? And and the drift of the Democratic Party that was there that's that's been coming in for a while. That's been coming in for a while. It's been a gradual process as ...
Consumer spending bounced back in October, CNBC/NRF Retail Monitor finds
CNBC Television· 2025-11-10 13:04
CNBC and the National Retail Federation out with the latest retail monitor. Steve Leeman joins us right now with those details. Good morning, Steve. >> Morning, Becky.Consumer spending bounced back in October after a sharp fall in September with the gains in the CNBC NRF retail monitor across most sectors adding up to a a good and a strong start for retail in the fourth quarter. Here's the data. The retail monitor powered by actual credit card spending data from Affinity Solutions shows retail Xauto and gas ...
Two MLB pitchers charged in betting scheme: Here's what to know
CNBC Television· 2025-11-10 12:56
Another uh sports betting scandal has erupted this time in Major League Baseball. Contessa Brewer joins us now with more. Good morning. >> Good morning.Yeah, federal prosecutors have indicted two Cleveland Guardians pitchers, Emmanuel Claus and Luis Ortiz, are accused of rigging their pitches to allow betterers to profit in a scheme worth nearly half a million dollars. Classes star is a star closer and Ortiza is a starting pitcher. both from the Dominican Republic and both facing a slew of federal charges, ...
The Infatuation CEO Paul Needham on the Best New Restaurants of 2025 list, latest dining trends
CNBC Television· 2025-11-10 12:54
Okay, this could be one of my favorite uh segments of the year. Uh the infatuation is out with its best new restaurants list. Join us right now to discuss the list, what's trending in dining.>> You It's all It's all expense account for you. All expense account. Uh Paul Nem is here, CEO of the Infatuation. Uh which by the way is part of JP Morgan Chase.I don't know if you knew that. >> Thank you. >> So to let's let's hear about the top places that I can't get a reservation at.>> Well, thank you for having me ...
The market can continue to grind higher into year-end, says Voya's Barbara Reinhard
CNBC Television· 2025-11-10 12:50
Market Assessment - The market experienced a slight correction, but excessive speculation is not evident [2] - Continued strong earnings growth and government reopening suggest the market can continue to grind higher into the end of the year [3] - A pullback of less than 5% is not significant [4] - The market hasn't had a 25% pullback since April [4] - Bubblelets in areas like gold and Bitcoin are unlikely to significantly impact the broader market due to strong EPS and earnings growth [5] Risk Factors - Fed tightening is a major risk factor that could lead to market corrections of 20% or more [6] - Exogenous shocks to the economy, such as tariff announcements, can also trigger market downturns [6] Investment Strategy - The S&P 500 is expensive at 23 times earnings, but the equal-weighted index is at 17 times earnings, which helps keep the market in check [7] - Emerging markets and healthcare sectors present alternative investment opportunities [8] - Foreign investors are still buying US assets [9] Market Comparison - The current market situation is more similar to 1997 or 1998, with potential for further capital spending boom [11] - Unlike the tech bubble of the late 1990s and early 2000s, companies now have earnings to support their valuations [10]
Several airlines are on the verge of a meltdown, says The Points Guy's Brian Kelly
CNBC Television· 2025-11-10 12:36
The Senate may have started the process to reopen the government, but the travel industry could take weeks to bounce back. Thousands of flights were cancelled and delayed over the weekend, and that is continuing this morning as well. Joining us right now is the points guy, Brian Kelly, um to maybe give us a little advice on what to do if you are planning or hoping to travel. How bad out there is it, Brian? >> It's pretty bad right now. More than 50% of flights were delayed or cancelled yesterday of the majo ...