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AMD delivers third quarter beat and forecast raise
CNBC Television· 2025-11-05 19:42
Welcome back. Shares of AMD are trading higher after reporting a top and bottomline beef for its quarter with investors focusing on areas like growth in its AI chips business. McKenzie Sagalos has more in today's tech check.Mac, the AMD trade is an interesting one versus Nvidia. >> It really is. We don't get the Nvidia numbers for another two weeks, but for all the buzz around AMD's AI push, the actual payoff still isn't showing up in the numbers.Yes, the quarter was a beat and guidance was strong, but inve ...
Barry Sternlicht on Mamdani win: People and businesses will leave New York City
CNBC Television· 2025-11-05 19:13
Welcome back to the exchange. Wall Street couldn't stop mayoral uh Mayor Mandani. Now it has to work with him.That is the headline on a Wall Street Journal piece today following Mani's mayoral victory. In an exclusive interview, our own Diana Ole got to actually speak with one of Wall Street's heavyweights about Mani's potential policy impact, especially on real estate. Diana, talk to us a little bit about your conversation with Barry Sternlet.>> Right. Well, Tom, I sat down for more than a half an hour jus ...
Cava cuts full-year forecast as younger consumers pullback
CNBC Television· 2025-11-05 19:07
The restaurant's cutting its fullear forecast for same store sales growth, citing a slowdown in younger diners. Our Kate Rogers has a closer look at that and the rest of the restaurant space. Kate, how indicative of Cava is it for the rest of the industry. >> I mean, it is tough out there right now for the restaurants.So, as you said, Cava reporting EPS and revenues right in line, but it did miss on those same store sales estimates. They were up 1.9% lower than the street was looking for. The company also c ...
There are fast food companies insulated from the weakening consumer: Guggenheim's Greg Francfort
CNBC Television· 2025-11-05 18:56
Greg Frankfort is the lead restaurant analyst over at Guggenheim Securities. He's with us now for more color on that conversation. Greg, Kate's report talked a little bit and focused more so on that kind of lower income consumer feeling the pain.Is that going to reverberate through not just McDonald's but other parts of fast food as well. Yeah, it's it's it's clearly been the issue and I I think Chipotle's probably laid it out the clearest that that kind of sub45,000 uh uh 45,000 household income customer h ...
Govt. shutdown staying in place places more downside risk to economy, says Raymond James' Larry Adam
CNBC Television· 2025-11-05 18:46
and vulnerable to pullbacks. Those pullbacks are a possible buying opportunity. Joining me now is Larry Adam, the chief investment officer over at Raymond James Financial.Larry, the interesting part about this question and segment here is juxtaposing against what's happening in Washington DC as we've done here. How exactly are the markets dealing with what's happening in Washington and still hovering at or near record highs. So taking both of those, the first one, when you look at what's happening with with ...
Final Trades: Welltower, Dell, Microsoft, and the IYC
CNBC Television· 2025-11-05 18:43
I hope you'll join me today 3 o'clock Eastern on Closing Bell. We're going to have a special report on the state of the retail investor. We'll be joined by John Batty.He is Schwab's head of advisor services. Cheryl Penny is going to join us as well. Head of Dynasty Financial.Snali Bassik of I Capital is here and Kathy Jones of Schwab's head of fixed income will join me at 3:00 in just a couple hours time. Let's do some final trades. Bin, you're up first.What do you got. >> Dell computer. I think Super Micro ...
JLL CEO on Mamdani's potential impact on NY real estate: Demand unlikely to fundamentally change
CNBC Television· 2025-11-05 18:20
Christian Ulbrich, CEO of JLL, joins CNBC's 'Money Movers' to discuss the company's most recent quarter, outlooks on real estate, and much more. ...
Schwab backs Musk's $1 trillion pay package
CNBC Television· 2025-11-05 18:19
Schwab's Voting Decision on Tesla's Pay Package - Schwab supported Elon Musk's trillion (万亿) dollar pay package, believing it aligns management and shareholder interests [1][2] - The decision was based on a systematic process, made approximately two weeks prior to the vote, aligning with the philosophy of enhanced shareholder value [3][4] - Schwab voted with management on the majority of proxies, believing the factors aligned with the long-term value of the stock [6] - The conditions of the current pay package differ from previous years, with performance aligned with potential shareholder results [7] - The threat from retail investors did not influence Schwab's decision, as the decision was already made [9] Market and Investment Trends - The market is experiencing positive tailwinds, driven by monetary and fiscal policy [15][16] - Concerns exist regarding market concentration and AI-driven capital expenditure (capex) [16] - The market is K-shaped, with the top 15% of the S&P 500 driving a significant portion of the returns [17][18] - Investors are showing strong interest in private assets, alternatives, tax efficiency, indexing, and crypto [21]
Markets look for stability: Here's what you need to know
CNBC Television· 2025-11-05 18:18
Jeff, welcome to the halftime report. I'm Scott Wapner live from Schwab Impact. If you're an investment professional who uses the Schwab platform, chances are you're among the 5,000 people in the Colorado Convention Center over the next couple of days.A record 2800 advisers are here as well. So, it's a great place to take the pulse of the retail investor. A cohort that has helped fuel this record setting rally.Schwab's Lizanne Saunders will join me in just a few moments right here as well. The committee her ...
Teva Pharmaceuticals CEO on earnings beat: Our shift to biopharma is working
CNBC Television· 2025-11-05 18:02
Richard Francis, Teva Pharmaceuticals CEO, joins CNBC's 'Money Movers' to discuss the company's most recent quarter, what's driving growth, and much more. ...