So, which group is the better buy. Let's ask Victoria Green, G Squared Private Wealth CIO and a CNBC contributor. Victoria, let's start with Apple, which wasn't part of that conversation, but has been down for eight weeks in a row.Some of these high memory prices and others could hurt them down the road this year as consumers bulk. What do you do with the shares here. >> I actually still like Apple a ton.I think it's a great tech and AI play without getting into the hyperscalers and massive debt load. And I ...

They have an environment where they think they really can make progress growing their businesses. You got technology innovation that's helping people in their businesses and CEOs are very focused in that. >> Goldman Sachs CEO David Solomon at the World Economic Forum in Davos, Switzerland.A conversation spanning business sentiment, consumer credit, and of course the markets. I think we're set up where we have the possibility for a stronger growth trajectory for the next few years. >> Business people around ...

That really has been fireworks for Nat Gas this week with the commodity now on track for its best week on record and it could just be getting started. Everything now depends on the direction of the storm. Now, so far EBW analytics forecasts 3 billion cubic feet per day have been lost on the supply side thanks to freezeoffs.That number could hit hit 80 BCF over the duration of the storm. The weekly storage draw is also forecast to be the second largest on record. And the spread between the front month and se ...

Closing bell 3:00 Eastern. We'll have an interesting last hour. I can guarantee you that because we'll speak with Tom Lee and Keith Learner, Malcolm Ethridge, Jeff Degraphth, and Low Tony as we look ahead to those mega cap earnings which are looming large next week.Bin, your final trade is what. >> We're going to stick with Capital One. Very integrated, vertically integrated.They own the rails with Discover. They're the issuer and now they have B2B with Brex. I think it goes to 250 um in the next year.>> Ok ...

As mega cap earnings are looming large starting on Wednesday, Meta, Microsoft, Tesla, Thursday brings us Apple, you all know by now you got to wait a while for Nvidia. But these are the ones right now, Bin that matter. They always matter. I feel like maybe they matter even more.Why. Because tech has lagged so much to start the year. nowhere to be seen on the best performing sectors list where energy leads the way and materials is next and industrials follow that and then on and on and on and then you finall ...

It's been a tricky year uh in some respects for financials, hasn't it. Yeah. You know, they they kick off earnings season, the stocks look pretty good going into that and now they're pacing for the third negative week of the past four.Uh you can maybe hang on some headlines that have come out obviously some of the social media posts and some of the planned executive orders or the like that has weighed on on names here. Some of the credit card ones for obvious reasons. Bin, speaking of your new buy is Capita ...

Silver topping $100 for the very first time ever. 5% today. Gold hitting a record high yet again.>> Predictions are 5,000 could be hit anytime. >> Right there. >> And well beyond.We're right there. Obviously, >> that's kind of the master of the obvious, right. >> Well, I I >> took a trick out of your book.>> I I was doing that for Kevin. >> Yeah. Uh Bill Baroo, we said he's making some moves in the space.He joins us now to talk to us about this. Uh which is interesting. I guess you're you're looking nice to ...

You're leaning in to that, Mr. . Simpson. You have a new buy.It is Eagle Materials, EXP. Let's show the chart. >> So, this is a building manufacturing company, Scott.So, from a material standpoint, we've had Home Depot for a long time. That's more, I think, residential. This is something where we're thinking about branching out into multif family commercial does have some residential for sure but also when you think of the data centers talking about concrete there's so much in the way of the supply business ...

President Donald Trump and TikTok said Thursday that the company had formed a joint venture to keep the video-sharing app operating in the U.S. under new American leadership. The company said Adam Presser, who has been serving as TikTok’s head of operations and trust and safety, will be the CEO of TikTok USDS Joint Venture. ...

Joining us this morning is Goldman's co-head of global commodities research, Don Striven, who I think Don had a 4,900 coming into the year. Got there pretty quickly. I'm assuming a lot quicker than you expected.>> Don, we'll work on your audio in a moment. Uh, they had 4,900 for your >> working. Oh, there you go.>> Don, I think we got you. Sorry. Can you can you start again.Yes. So the the key upside risk to our uh you know structurally bullish gold call namely the possibility that diversification would bro ...