Well, let's get to the other big story of the day and this weekend, and that would be the massive winter storm. Americans across the country are preparing for what could be an historic weather event with freezing temperatures, ice, and heavy snow. Our next guest says the impact on businesses could last well past the weekend.Let's bring in Paul Walsh, publisher at G2 Weather Intelligence. Paul, great to have you with us. Um, and what I learned from from a meteorologist in the last hour is that it's not snow, ...

after a tepid start to the year which names have the most to prove. Um it was a tepid start but also they've been going nowhere sideways since October. So the setup arguably is a pretty good one.>> Yeah, I heard you and Mike talking about that. I think it's it's I think it is interesting. today kind of felt like the day that that MAGA fought back um and the prep into next week is is you know I'd take Microsoft for 300 uh Melissa off the board there um because I just think uh it's the one that has been the b ...

Our next guest says the models suggest uh these trends could continue. Joining me now is Tim Hayes, chief global investment strategist at Ned Davis Research. Tim, it's good to see you.>> Thanks, Mike. Good to be here. >> Talk about your broad framework coming into this year.I mean, we're coming off of three strong years for the equity markets. Um obviously the trends are good. Um but you suggest maybe it's a maturing bull market.So what's the what's the the basic bottom line for you. >> Well, it's a mature ...

and the NASDAQ 100, which Mega Cap has more to prove and which matters most to the markets. Joining us now, Dan Niles, founder and portfolio manager of Niles Investment Management. Dan, great to have you with us.>> My pleasure. >> You are most excited about Apple, but it seems like they have to deliver a lot in order for you to be vindicated here. Um, bigger form factor.So, an AI enabled iPhone. That's >> Yeah. And with Apple, it's more of a call for this year, not this quarter.I mean, obviously into this q ...

Let's get a technician's take on this three-month stall out. Joining us now is Fairlead Strategies founder and managing partner Katie Stockton. Katie, uh, good to see you.So, uh, this flattening out period after a very strong run, uh, what's your read on it. Obviously, plenty going on, you know, below the surface of that index. >> Yeah, I really think it's all about the tech sector.So, since late October, we have seen underperformance from large cap technology. And of course that's yielded a loss of interme ...

Our meteorologist just said he thinks that air travel is going to be ground to a halt for the next week. Is that true. What's going on behind the scenes to prepare for this storm.>> Well, you know, and and Bernie owes he said one thing that always puts shivers down my spine when he said about ice, and I will tell you being an operator for, you know, over three decades, >> airplanes and ice just don't mix. And when you're talking about a quarter inch of ice, it is so difficult to deise airplanes that have th ...

Jeff Degraphth is chairman and head of technical research at Renaissance Macro. He joins us once again now. Uh, welcome back.>> Thank you, Scott. Real quick, if I could, >> it's my mother's birthday. I'd love to say happy birthday to my beloved mom, Cindy. So, happy birthday, Mom.>> All right. Happy birthday, Mom. We wish you the best as well.Uh, let's talk about these breakouts. Regional banks. Why is that significant.Well, look, regional banks are are part of the uh the lifeblood to small cap, right. So, ...

to low Tony who knows about all things technology. I mean who do you think has the most riding on next week. Is it Meta. Is it Amazon. Is it Microsoft or Apple.>> Without question, it's Meta. >> Okay. Why. Why.So >> the reason being when we think about all of the capex spend that Meta is putting into place. They're spending capex like they are a hyperscaler, but their business model is limited and capped to monetizing via the attention from ads. >> Oh, that's interesting.And let's not forget what happened a ...

Tom Lee, as I said, is with me now as we turn back to the markets. He is a CNBC contributor, of course, Fund Strat Global Adviserss. So, it's good to see you. >> Great to see you, Scott.It's been a turbulent week. >> It has. >> Is it 410 something that's going to come forward here for us.>> Uh, well, part of it is, of course, as you know, we're in earnings season and markets tend to be volatile around earnings. I I'd say that some of the high-profile declines like Intel look bad over a one day period, but I ...

Joining us now is NEM senior analyst Bernie McTierin. Uh why should we not look at the disruptive forces of places like Khi and Poly Market and say that they will be the demise of all these traditional sports books and even the online ones. >> Yeah.No, it's a great question and certainly something investors are grappling with right now. Um, and I think the key thing to understand is I actually think prediction markets are going to be an asset for DraftKings and Flutter and and even Fanatics is going off aft ...