Insider Trading Activities - Nvidia board member Mark Stevens sold 350,000 shares for over $63 million, with the stock up more than 30% year-to-date [1] - American Eagle CFO sold over 186,000 shares for $4.5 million, coinciding with a cluster of sales by four other insiders as the stock reached a four-year high [2] - Tesla board member Kimell Musk sold approximately 57,000 shares for over $25 million [2] - Verly CEO sold 156,000 shares for nearly $10 million [3] - Varity reported that five insiders sold a total of $38 million in shares over the previous month [3] Related Party Transactions - Kimell Musk gifted 30,000 shares to a donor-advised fund in the month leading up to the stock sale, outside of a preset trading plan [3]

Joining us now, Tom Lee, Funstrat, head of research. Tom, great to have you with us. Um, there's a lot of things to talk about with you in terms of the skepticism now around the AI trade, skepticism around Bitcoin.Are they in fact related, do you think. >> Uh, related, but not related. Yeah.You know, I I think the AI trade, I mean, it's been a juggernaut, and we know that the visibility for the next few years is really good, but now investors are just trying to figure out how much to discount. You know, wha ...

Welcome back to Squawkbox. Roomba's vacuum maker, the uh iRoot, filing uh for bankruptcy. It's going to uh do this after going private uh being bought by its primary manufacturer.The company has faced competition from lowerpriced rivals and stress from US tariffs. That includes a 46% tariff on imports from Vietnam where iRoot builds its products for the US. Amazon, if you might remember this, tried to buy iRoot years ago for more than a billion dollars, but that deal faced opposition from regulators.So, it' ...

Five things to know ahead of the opening bell. New evidence of China's economic troubles. Consumption, investment, and industrial output data all falling short of expectations.In November, a court in Hong Kong finding pro-democracy activists and media baron Jimmy Lie guilty of sedition and collusion with foreign countries. 78-year-old was charged under Hong Kong's controversial national security law enacted in 2020 after pro-democracy protests the year before. Sanapy shares are lower.The French drug maker f ...

Market Outlook - Deutsche Bank projects the S&P 500 to reach 7500 by the end of 2026, anticipating US stocks to slightly outperform international stocks and a strengthening dollar [1] - The dollar is expected to stabilize, avoiding the significant weakness seen in the first half of 2025 [2][3] - While the dollar experienced weakness in 2025, it's still up 7% since 2021, representing an annualized increase of around 2% [5] - Deutsche Bank's 12-month outlook includes dollar yen at 145 [5] Economic Factors - The strength of the US economy and double-digit equity market returns are expected to attract fund flows, supporting the dollar [4] - A potential 20% year-over-year increase in tax refunds in the first half of the year could stimulate spending and market activity [9] - Non-residential fixed asset investment, particularly in AI data centers, is driving GDP growth [12] Geopolitical Considerations - Geopolitical risks, especially concerning oil, remain a factor to monitor, although the situation is perceived as potentially more stable in 2026 compared to 2025 [6] Political and Policy Impact - Midterm election years typically exhibit a pattern of positive market performance in the first and fourth quarters, with a lull in the second and third quarters [8] - The market's reaction to the Trump administration and GOP policies, particularly regarding the "K-shaped economy," will be crucial [7][11]

Stock Recommendations & Analysis - Chener Energy Partners is suggested as a potential investment with a 627% yield [2] - Enterprise Product Partners (EPD) is favored in the pipeline operator group due to its 67% yield and understanding of natural gas liquids [5][6] - DuPont is recommended to be held due to its strong water and materials businesses [9][10] - LIT is not recommended for investment due to its past performance [7] Market & Industry Observations - Individual investors can outperform the market [3][4] - Elon Musk's satellite venture poses a potential threat to T-Mobile's margins [8] - Diversification is important in investing [11]

Last night, we got this confusing set of numbers from RH, the high-end homegoods retailer that used to be known as Restoration Hardware. This story's been a bit of a roller coaster for years. Four or five years ago, CEO Gary Freeman laid out some grandio sooie generous expansion plans.He wanted to turn RH into a fun, full lifestyle brand with restaurants, hotels, yachts, and even a utopian real estate development. In Aspen, the stock soared to the mid700s at its peak in August of 2021 as its feet became fas ...

Company Strategy & Expansion - RH, formerly Restoration Hardware, pursued ambitious expansion plans under CEO Gary Freeman, aiming to become a comprehensive lifestyle brand with restaurants, hotels, yachts, and real estate developments [1][2] - RH continued aggressively expanding its core luxury homegoods business despite economic downturns, accumulating debt to finance this expansion [3] - RH scaled back its most extreme expansion plans but maintained focus on the core luxury homegoods sector [3] Market Dynamics & Challenges - RH's stock peaked in August 2021, driven by investor enthusiasm for its expansion plans [2] - Federal Reserve rate hikes in 2022 negatively impacted housing-related businesses, including RH [2] - Anticipated interest rate cuts and housing market recovery were disrupted by bond market reactions and aggressive tariffs, impacting RH's manufacturing in Southeast Asia [4] Leadership & Decision Making - CEO Gary Freeman made a significant bet on the business's ability to recover strongly once the economy improved [3]

Hey, I'm Kramer. Welcome to Mad Money. Welcome to Cray America, friends.Hey, I'm just trying to make a little bit of money here. My job is not just to entertain, but to put things in perspective, to do some teaching. That's what I'm doing tonight.So, call me 1800 743 CBC. Tweet me at Jim Kramer. Ugly day if you own nothing but artificial intelligence companies. Normal decent day if you own anything else.To which I say, it's the revenge of the plain vanilla companies that got left by the wayside as the high- ...

Market Trends & Sector Rotation - AI stocks experienced a significant downturn, contrasting with the stability of other sectors [1][2] - The Dow Jones Industrial Average decreased by 246 points, the S&P 500 fell by 107% (107 basis points), and the NASDAQ declined by 169% (169 basis points) [2] - A rotation from high-performing AI stocks into traditionally stable sectors like food and drugs is observed [2] - Expectation that shareholders who are not familiar with data centers will likely sell their AI stocks in the next two to three sessions [3] Investment Opportunities & Risks - Despite the current downturn, the report maintains a positive outlook on AI as the fourth industrial revolution [4] - Suggestion to consider buying AI stocks once their valuations decrease [4] - Recommendation to hold Nvidia stock rather than trade it [4]