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Final Trade: CCCX, ZM, DAL, LULU, UBER
CNBC Television· 2025-12-11 23:28
Time for the final trade of this very special Fast Money Live. Tim and Guy, I'll toss it over to you in the room. >> I'll tell you what, how about this audience, guys.Does it get any better than this. We [music] have the best fans in cable TV, in any TV, and certainly in the financial TV world. It's been great to have it.>> And the the consensus is Tim Seymour [music] is the best looking guy in the show. I mean, it started right over here and it's moved it way. >> And Guy obviously brought his joke book [mu ...
Fast Money Live: Traders talk carving out portfolio space for small caps
CNBC Television· 2025-12-11 23:25
Chris is here from the great state of Texas and you're wearing something. Educate us, Chris. >> This is uh representing my people back at home.Tooth time. What time is it. >> It's tooth time.>> There you go. >> We didn't even rehearse that. >> There you go. Thank you.Also, shout out to my other Texas people who I just met. >> There you go. It's great state of Texas.Lone star state. What's your question. >> Now, listen.I know Tim is a big small cap hater. [laughter] Tim, you weren't always a large cap. You s ...
Jamestown President Michael Phillips talks getting Time's Square Ready for New Years Eve
CNBC Television· 2025-12-11 23:23
Welcome back to this special fast money live event trading. The holidays, New Year's Eve is just 21 days away, so we had to check in with our neighbors at One Time Square, home of the world famous Ball Drop. Joining us now is Michael Phillips, president of Jamestown, the owner of One Time Square.Welcome, Michael. >> Thank you. >> We've witnessed this from our cat bird seat up here.The renovation going on. It's extraordinary. >> Yeah, thank you.But it's it's uh been four years of uh incredible work to reskin ...
Fmr. Bridgewater Chief Strategist talks how she would build portfolios right now
CNBC Television· 2025-12-11 23:21
And we have a news alert [music] here on the Fed. The board of governors has voted unanimously to reappoint the regional bank presidents for five-year terms beginning on March 1st, 2026. Typically a routine vote.There have been speculation about whether the administration would try to influence the reappoint process, but today's announcement was unanimous, meaning even my on loan from the administration was in favor of these appointments. Now, in recent years, reappointments have taken place in January or F ...
'Fast Money' traders react to Broadcom earnings
CNBC Television· 2025-12-11 22:57
THE TPUS, THE CUSTOM CHIPS THAT THEY MAKE FOR THEM. BECAUSE A LOT OF THEIR CUSTOM BUSINESS DOES USE THOSE TPUS AS WELL. SO I THINK THAT'S A BIG FACTOR THAT MAYBE HASN'T BEEN ADDRESSED THUS FAR.>> YEAH. WHAT DO YOU MAKE OF THE STOCK REACTION IN LIGHT OF WHAT CHRISTINA SAID. >> I THINK THIS IS THE STOCK THAT GIVES A LOT OF RELIEF ACROSS THE SECTOR.I MEAN, AND BY THE WAY, FOR ALL THE NEGATIVITY THAT SEEMS TO BE AROUND THE CHIP SPACE AND ORACLE WE'RE GOING TO TALK ABOUT. BUT BUT REALLY SEMIS CONTINUE TO OUTPERF ...
'Fast Money' Live: Traders talk GE Vernova vs. Constellation Energy
CNBC Television· 2025-12-11 22:56
Investment Recommendation - Constellation Energy (CEG) is favored over GE Vernova (GEV) in the context of AI data centers [1][3] - The recommendation is based on Constellation's nuclear and natural gas story, its presence in Texas, and a more sensible valuation [3] - Constellation has navigated DOJ concerns related to deal closures [3] Company Specifics - Constellation Energy is described as a nuclear and natural gas story with operations in Texas [3] - GE Vernova is recognized for its stock breakout following the GE spin-off [2] Market Dynamics - The discussion revolves around the race to power AI data centers [1] - Nuclear energy is highlighted as relevant in the world of data centers and AI [2]
Why 2025 was a breakout year for retail investors
CNBC Television· 2025-12-11 22:45
Well, retail traders are just having a breakout year. That's what we know. They're pouring money into markets at nearly double the 5-year average.That's 53% above last year's level. And this according to JP Morgan. So, what it's working, what are they doing.Well, JP Morgan says the winning player has been buying the dip on major sell-offs. Think the deepseek panic in late January or Liberation Day in April when President Trump announced his tariff package. They weren't scared.They actually got in the market ...
Rivian CEO on in-house AI chip
CNBC Television· 2025-12-11 22:30
But I want to start first off with your decision to design your own chip when it came for AV and artificial intelligence. In the past, you've worked with Nvidia, but this time you said, "No, we're going to go it alone." Why go it alone given the expertise that Nvidia has when it comes to AI. >> Yeah, I mean the process of developing a chip is not something you take lightly.It's a it's a long multi-year process. It takes a tremendous amount of capital and importantly a really capable team and and ultimately ...
Worried about S&P 500, will go up in 2026 but not by much, says Robinhood's Stephanie Guild
CNBC Television· 2025-12-11 22:19
Markets powering higher today. Record closes for the Dow, the S&P 500, and the Russell 2000, 52- week high for the Dow Transports. Let's talk more about these record-breaking markets as we head into 2026.Joining us now, right here on set, is Stephanie Gild. She is chief investment officer at Robin Hood. It's great to have you.Welcome. >> Thanks for having me. >> All right.Stocks at record highs. What do you think. >> Uh, well, I'm a little worried about the S&P 500 from here.I I do see it going up a little, ...
Broadcom shares pop on Q4 results
CNBC Television· 2025-12-11 22:15
Yeah, and meantime, shares of Broadcom are popping here in overtime, up about 3% after posting a beat across the board. The company also saying it expects AI semiconductor revenue to double year-over-year and expects current quarter revenues outlook to be above estimates. And joining us now is Christopher Rand from Saskahana.Christopher, welcome. So last quarter, Hawkan was telling investors that the XPU business, the AI accelerators did so well in part because these three major customers uh were doing bett ...