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Mad Money 01/26/26 | Audio Only
CNBC Television· 2026-01-27 00:49
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 ...
Agnico Eagle CEO says the drivers of the gold rally are still in place
CNBC Television· 2026-01-27 00:25
Who knows where it's going to be next week, Jim, or next month, but uh you know, you've been you've been bullish on gold since I can remember. And and you know, the fundamentals that have pushed gold up are still there. Uh government spending.Now add to that, you know, the the catalyst we had a couple of years ago with Russia invading Ukraine and getting kicked out of the Swift system. And now a new catalyst which is this this ordered world we've lived in seems to be becoming less ordered and and that obvio ...
We're in a commodity bull market that will spread out, says investor Peter Boockvar
CNBC Television· 2026-01-26 23:42
More on the markets. Let's bring in CNBC contributor Peter Bookvar, chief investment officer at one point BFG Wealth Partners. Peter, great to have you with us.Um, what does it look like. How bad is it in your view if they quote unquote lose control of where the yen is going and where JGB yields are going in terms of not just the carry trade. Um, but also as Guy had alluded to, the money that Japanese investors have invested directly in other assets around the world and that's a lot of it is uh US treasurie ...
USA Rare Earth CEO on $1.6 billion in funding from U.S. government
CNBC Television· 2026-01-26 23:18
The government is taking an economic interest in the business, not a governance interest. And what we anticipate is the US u being able to US taxpayers being able to participate in the benefit as we grow this business. The benefits will acrue to all of us as US citizens as well as the private investors we have currently engaged. ...
Small and mid cap stocks are looking much more attractive, says Northwestern's Matt Stucky
CNBC Television· 2026-01-26 22:01
Well, tech earnings set to kick off this week. Investor focus seems to be broadening beyond the big cap names. The Russell 2000 has been outperforming the S&P 500 over the last six months, driven by valuations and rate cut expectations.Our next guest thinks this trend will continue. Joining us now is Northwestern Mutual Wealth Management Chief Portfolio Manager Matt Stucky. Matt, great to have you with us.>> Thanks for having me. >> So, you're you're into the Russell 2000 move. You think this is durable.Wel ...
More market volatility is ahead but not necessarily bad news, says Morgan Stanley's Sherry Paul
CNBC Television· 2026-01-26 21:13
After a volatile week, let's bring in Sher Paul, private wealth adviser with Morgan Stanley. Nice to see you again. Welcome.Nice to see you. >> So, we are coming off volatility. Um, I feel like we have a pre- Davos market and a post Davos market.Pre- Davos, everybody's all bulled up. It's hard to find a bear just about anywhere. Now, we're talking about renewed volatility, the sell America trade, gold's continuing to ramp, the dollar's weak still.What do I do with that. Is there something to that that could ...
American AI coding agents are impressive. But so are China’s
CNBC Television· 2026-01-26 21:03
Zhipu AI just went public and its new coding tool is so popular they’re already limiting access. The most surprising part? The demand isn't just coming from China… its coming from American developers. Baseten’s Tuhin Srivastava joins us to discuss the infrastructure shift and whether American moats are evaporating. ...
Why a weaker dollar isn't all bad
CNBC Television· 2026-01-26 20:51
Everyone is freaking out about the dollar's decline lately. And to be fair, it's been pretty dramatic. It's down 11% in the past year.But here's the thing, and I wrote about this in my column today. You can check it out if you look at the link in the comments. The dollar was actually a much bigger deal a year ago.No one talked about it then, but we were at some of the highest levels we've been since the 1980s. The dollar index was trading at 110. That's a big problem for exporters. That's a big problem for ...
Tom Lee: Metals proving to be a real, genuine asset class
CNBC Television· 2026-01-26 20:43
Here to discuss it all is Tom Lee. He's Fund Strat's head of research at a CNBC contributor. I kind of want to start Tom with what's been going on in the metals because a lot of people are pointing to this and saying the dollar's collapsing and metals are soaring and should they feel good about owning stocks in this environment or you hold your nose into I mean like can you kind of just unpack for us what you think is going on here.Um yeah, I mean I think metals uh is proving to be a a real genuine asset cl ...
Lockheed Martin, PG&E partner to launch 'Emberpoint' to provide advanced wildfire protection
CNBC Television· 2026-01-26 19:55
Joining us now to discuss [music] is James Tlet, the CEO of Lockheed, along with PG& CEO Patty Poppy and of course our very own Morgan Brennan. Welcome to all of you. Morgan, kick things off.>> All right, Kelly, thank you. And Jim and Patty, it's great to speak with you. Jim, I'll kick this off with you.Ember Point, this is the venture that you guys are announcing today. How did this come together and why did this come together. The way it came together was Patty and I uh along with a number of other utilit ...