Tom Lee, Fundstrat Capital’s CIO & Portfolio Manager and Dave Nadig, Independent ETF Expert, sit down with CNBC’s Dominic Chu to discuss how the idea of a “stock picker’s market” is now being placed by could be called a “theme picker’s market.” ...

First, economic data just crossing the tape. Rick Santelli has that for us. Rick.Yes. Now, we're going to switch gears from S&P Global's PMIs in manufacturing to ISM. And the headline number better than expected.Expecting a number below 49. It comes in at 49. 49 equals where we were in March of this year.To find a a higher number, you go to you'd have to go to February. So, basically, this is the highest level uh since February. And if we look at prices paid, so sequentially higher also on headline prices p ...

I think what happened um and this could be considered a conspiracy theory but you know uh with Trump and Musk so close at one point uh and with China uh President Trump's primary focal point when it came to trade negotiations at the end of the day um you know Tesla's plants uh plant in Shanghai became a leverage point so I think they've separated naturally now I think I think it went a little overboard in terms of the drama. Uh and I think the same is true today. Uh I I do think uh that Elon Musk is getting ...

What do you got stuff. Okay, watch this. All right, just watch this.Contour Brands this morning. Goldman puts it on his conviction list. Why.Because of Heli. I don't know if you know Heli. You know who that is.I thought Heli was from the TV show, right. Well, Hely Hansen is a brand that is so huge in Canada. They bought it.The deals just closed. I think they're going to blow out Hely Hansen. We all call that which is makes the best outdoor clothes I have ever had.We used it exclusively in British Columbia a ...

Who cares about basis points. Rick Santelli's got the PMI out just moments ago. Rick.Yes. You know, we're looking at a June final on S&P Global Manufacturing PMI. And normally going from midmon to final only has subtle uh changes, big change here.We went from 52.0% to 52.9%, which makes this the best manufacturing PMI reading by S&P all year. as a matter of fact, all the way back to May of 22, which really is something. And if you look at 2025, every month this year is above 50 in expansion territory.So, we ...

That's very high. It's funny you mentioned chairman pal because uh he is joining some of his counterparts in a panel discussion at the ECB central banking forum in Portugal. Not pal chairman.Here is what chairman Powell had to say just a few moments ago. Chair, would the Fed have cut more by now if it weren't for the tariffs. So I I do think that I think that's right.where in effect we went on hold when we when we saw the size of the tariffs and where and essentially all all inflation forecasts for the Unit ...

Or we can say, you know what, robots Google Ro perplexity robot. Oh, Rockwell Automation. I'll buy Rockwell Automation. You uh sit tight for a moment cuz I do want to get to Phil if if you'll allow me. Ford, if it's good, we'll buy Ford to 11. If it's bad, we'll sell Ford to 9. All right, Phil, take it away. I feel like I'm at Jim's investment firm. Here's what we're going to do. Let me give you the Ford numbers for the second quarter. total sales. And remember, this is all of the second quarter. We're not ...

You know, he's upset he's that he's lo losing his EV mandate and he's accept Yeah, he's very upset about things, but you know, he could lose a lot more than that. I can tell you right now, Elon Elon can lose a lot more than that. We might have to put Doge on Elon. You know, you know Doge is Doge is the monster that have that might have to go back and eat Elon.Wouldn't that be terrible. He gets a lot of subsidies, Peter. But uh Elon's very upset that the EV mandate is going to be terminated.And you know what ...

Senators are still voting on amendments to President Donald Trump’s “big, beautiful bill,” in what’s known as a vote-a-rama. Senators voted on amendments and negotiated with one another all night long Monday, as President Donald Trump’s megabill struggled to win enough support in the upper chamber to advance, and the president’s second-term domestic priorities hung in the balance. By early Tuesday morning, the Senate had held 45 votes over about 24 hours, surpassing a previous vote-a-rama record set in 2008 ...

It's not growing. It's top line as always. Should be 2500.She was the same price as there it is. Opening for this Tuesday. Take a look at the real time for a lower opening.Could be more red there. Here at the big board rally, it's a secret technology provider celebrating a recent spin-off over at the NASDAQ JFB Construction. That is a recent IPO.When you talk, where do you want to start. When you talk to people at the big firms, I mean, the big firms, they still haven't seen the IPO wave and they haven't se ...