WAVE IS UP NEARLY 20% IN THE PAST WEEK. THEY JOINED THE DEPARTMENT OF ENERGY'S GENESIS MISSION. SO IS THE AI TRADE BACK FOR GOOD THIS TIME, OR WILL THIS RALLY FADE AGAIN.LET'S ASK GENE MUNSTER. HE'S MANAGING PARTNER AT DEEPWATER ASSET MANAGEMENT. AND GENE, I'M CURIOUS WHAT YOU THINK.I HAVE A THEORY, BUT I WANT TO KNOW WHAT YOURS. WHAT YOU THINK IS GOING ON HERE. I MEAN, TO ME, IT SEEMS LIKE A LOT ACTUALLY IMPROVED SENTIMENT AFTER OPENAI DID THAT MASSIVE RAISE LAST WEEK AFTER SAM ALTMAN CAME OUT AND DEFENDED ...

50-day moving average headed higher. >> All right, you're toast. What do you got.>> You know, in a sim in a similar uh move, >> keep it up. You're toast. >> Uber.I mean, I think Uber it's bouncing today. I think it'll continue to bounce for a little bit. >> Okay.It's a nice looking bounce. Liz >> materials expected to be the second best sector in earnings in 26. Cyclical bounce hopefully incoming.Joe T, >> no better reflection of the broadening out trade than the XBI and the performance it has had over the ...

longest streak for the transport since July. Four straight weeks of gains, which is why the spotlight for Josh Brown's best stocks in the market is shining bright on that group today. And a couple of names, which ones.>> What a what a setup. Uh CSX and FedEx. I'll do uh CSX is a little bit more cut and dry.I'll do that one first very quickly. The stock is an unqualified buy right now. It broke out.It had a low volume retest. These are all the things the technicians tell you are are important. Um I think the ...

CBOE Performance & Strategy - CBOE has underperformed relative to its industry and the financial sector despite good earnings [2] - The speaker decided to "ring the register" (sell) CBOE due to this underperformance, but believes it will be fine in 2026 [2][5] - Morgan Stanley has reiterated their underweight rating on CBOE [5] - The speaker still owns CME Group and NASDAQ [4] Market Outlook & Volatility - The speaker anticipates volatility will increase substantially in 2026, even in a bull market, suggesting not to be short volatility [3] - The VIX is currently near a low for the year, below 15 [2] Exchange Preferences & Drivers - The speaker favors NASDAQ, describing it as a "crown jewel" due to benefits from IPOs, data, listing activity, and trading [6][8] - Increased activity is seen as a key driver for exchanges, with volatility being particularly beneficial for CBOE [7] Analyst Ratings & Targets - Morgan Stanley reiterated overweight on NASDAQ with a target of $111 [6] - CME Group reiterated overweight with a target of $320 [6] - Schwab reiterated overweight with a target of $148 [6]

All right, let's talk commodities for a minute. We have gold and silver, new record highs today. Oil, not so much.Worst sector for energy. Uh, worst sector last week was energy. Excuse me.That's where your move is, right. Yes. >> Apache, you sold it.>> I did. Terrible trade. Terrible trade.Natural gas was up around $5. I already own EQT. That has been a a strong winning position for me.Um, I added Apache as natural gas approached $5 believing natural gas was going to break out above $5. It absolutely has no ...

I said we're we're going to investigate the key questions for stocks in 2026 which we've listed as such and I I think you'll agree and we'll debate whether we've missed some of them or there are more pressing questions too. Can the AI trade get beyond the bubble banter. That's number one.Is the broadening trend durable. Right. That's what we're hearing a lot about.And can the rally one run without rate cuts. Critical questions, Joe. Um are those the three most pressing questions.Did we leave something out. ...

Whimo service is back up in San Francisco after a weekend blackout exposed what might be a blind spot for the rapidly expanding robo taxi company. Our Derbosa tells us why in today's Tech Check. Yikes.How was it, D. >> It was interesting. Let me just show you some of the scenes from Saturday night here in San Francisco.You had Whimos stopped in the middle of intersections causing gridlock across parts of the city. Now, the vehicles are designed to handle dead traffic lights and keep driving even if they los ...

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So, where do Wall Street's top strategists think we're headed in 2026. Uh, Dom Chu has been tracking all that. He has it for us.Hey, Dom. >> All right. So, Mike Carl.So, what's going to happen here is we are expecting another doubledigit type return here for the S&P 500. We've slowly been ratcheting up those expectations over the last couple of months. So, according to the CNBC market strategist survey, the year-end targets for at least the S&P 500 in 2026 come in with a median of just around 7650.So call t ...

Holiday Sales Performance - The National Retail Federation (NRF) anticipates a record holiday shopping season, with spending projected to exceed $1 trillion for the first time [1][3] - NRF confirms that Super Saturday turnout reached nearly 160 million shoppers, surpassing the 2022 record [2] - Thanksgiving weekend saw a record 203 million shoppers [4] - Sales growth is forecasted to be between 37% and 42% compared to the previous year [3] Consumer Behavior - Consumers are shopping across channels, including online, mobile devices, and brick-and-mortar stores [7][8] - Value-seeking consumers are actively searching for special deals and value [8][9] - Consumers still had more than half of their shopping remaining in early December [5] Economic Uncertainty - Uncertainty is a defining characteristic, impacting retailers' ability to forecast demand and operate efficiently [10][12][13] - Retailers have demonstrated creativity in providing affordable solutions for consumers amidst tariff impacts [10] - The industry desires more certainty, a roadmap, guidance, and predictability for 2026 [11][13]