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Schein: You don’t want to go against seasonality
CNBC Television· 2025-11-03 12:37
Market Trend & Year-End Rally - Seasonality suggests a strong year-end rally, potentially pulling forward gains from 2026 into 2025 [2] - Tech sector is expected to continue leading the market, maintaining a concentrated rally [3][4] - Market needs to broaden out for the rally to continue into 2026 [4] Consumer & Economic Concerns - Concerns exist regarding the impact on middle and lower-income consumers, particularly with potential increases in Affordable Care Act payments, which could rise as much as 114% for approximately 22 million people [5] - A K-shaped economy is evident, with investors and those holding real estate and equities experiencing a positive year, while the lower economy faces challenges [6][7] Investment Opportunities - For the value-seeking consumer, Amazon and Costco are highlighted as potential investments between now and year-end [8] - Costco demonstrates resilience with its profitable membership model, private label growth, and a 15% increase in online sales year-over-year [9] - Amazon's blockbuster earnings, AI investments, and cloud growth (AWS) present substantial opportunities [10][11] - Apple is considered approximately 18% undervalued based on a discounted cash flow model, with ongoing AI integration and a 2 billion install base [12]
Insiders cash in as stocks hit records
CNBC Television· 2025-11-03 12:34
Welcome back to Worldwide Exchange. Time now for this morning's insider action. We're tracking notable insider stock moves by company directors and executives outside of pre-planned stock sales.As always, this data comes from Varity, but is confirmed by CNBC data teams, our data team, against SEC filings. All right, Las Vegas Sand CEO Robert Goldstein selling more than 1 million shares for about $71 million. Goldstein is shifting to a senior adviser role in March.Shares are up 13% over the last three months ...
Not a sure thing the shutdown will end this week, say Punchbowl News' Jake Sherman
CNBC Television· 2025-11-03 12:25
The Senate back in session today, but it is still unclear if there's going to be a vote to end the government shutdown, which is now 34 days old. Joining us now with the latest is Jake Sherman, Punch Bowls News co-founder, also his NBC News and MSNBC political contributor. We're we're all trying to make sense of this, Jake.A lot of folks betting that, you know, given the election uh tomorrow that maybe uh things loosen up after that. Is that have any credence in your mind. >> Not really, to be honest with y ...
Inside the haunted NYC bank
CNBC Television· 2025-11-03 12:25
Welcome back to Squatbox. The home of what once was National City Bank of New York, which is now Cityroup, by the way, transformed itself into a haunted bank. This Halloween season, the immersive experience took visitors through a teller room, then a bank heist, an underground gold mine.Over the past month, more than 8,000 people visited the haunted New York City bank. This location in downtown Manhattan was at the center, by the way, of the 1929 financial crash. And of course, Charlie Mitchell was the CEO ...
Managing rising health care costs: Here's what to know
CNBC Television· 2025-11-03 12:15
Healthcare Cost Increases in 2026 - Employer-sponsored healthcare premiums are projected to increase by an average of 65% for employees [2] - Medicare Part B standard monthly premiums could rise by 116% [3] - Affordable Care Act (ACA) insurers may raise premiums by approximately 26% on average [3] - Without renewed enhanced tax subsidies, monthly premium payments for about 22 million ACA participants could double [3] Strategies for Managing Healthcare Costs - Individuals should track their out-of-pocket healthcare costs (co-payments, medical bills, prescriptions, over-the-counter expenses) to estimate future expenses and coverage needs [4] - Evaluate in-network and out-of-network coverage options when choosing a plan [5] - Consider the trade-off between higher premiums with lower deductibles versus lower premiums with higher deductibles [5] - If eligible, take advantage of a Health Savings Account (HSA) [5] - In 2026, individuals can make a tax-deductible HSA contribution of up to $4400 for themselves or $8750 for their family [6] ACA Plan Considerations - Healthy individuals in the ACA network should consider a bronze plan for emergency coverage, offering the lowest premium but higher out-of-pocket expenses and deductibles [9] - Individuals with minor chronic illnesses might consider a bronze plan plus a direct primary care subscription plan [10] - Individuals with serious illnesses should opt for the most comprehensive coverage, such as a gold or platinum plan [11]
5 Things To Know: November 3, 2025
CNBC Television· 2025-11-03 12:09
We got five things to know ahead of today's opening bell. Brooksshire Hathaway reporting a sharp rebound in earnings. That's in the third quarter.Operating profit of Warren Buffett's company rising 34%. Meanwhile, President Trump saying Nvidia's most advanced semiconductors should be reserved for the US. In an interview that aired last night on 60 Minutes, the president said US companies should be the only ones who have access to Nvidia's Blackwell AI chips.And Treasury SE Secretary Scott Besson says that S ...
Amazon’s in-house chip strategy helps drive stock to new record on cloud beat
CNBC Television· 2025-11-01 18:18
CNBC’s MacKenzie Sigalos reports on Amazon’s blowout quarter and CEO Andy Jassy’s push to make AWS the backbone of the AI economy. ...
Mad Money 10/31/25 | Audio Only
CNBC Television· 2025-11-01 00:05
Listen to Jim Cramer’s personal guide through the confusing jungle of Wall Street investing, navigating through opportunities and pitfalls with one goal in mind - to help you make money. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Watch CNBC on the go with CNBC+: https://www.cnbc.com/WatchCNBCPlus Turn to CNBC TV for the latest stock market new ...
Lightning Round: Wait for Nextracker to cool off a bit, says Jim Cramer
CNBC Television· 2025-10-31 23:49
It is time. It's time for the light room for glory by the course. And then the lightning round is over.Are you ready. Ski d. Let's go to Kent in Alabama.Ken >> boo Jim. How are you. >> I am doing well.Kent, how about you. Good to hear from you. Outstanding.I'd like to start off saying I try to live by 1 Corinthians 10:31. So, I give God the glory, but I have to praise you, Jim, for teaching me how to uh jump in the markets. Uh we're on we're on track to retire early at 45 years old.>> Wow. >> And my questio ...
Jim Cramer takes a bite out of Hershey's chart
CNBC Television· 2025-10-31 23:48
Financial Performance - Hershey's stock experienced a significant drop, declining from $196 to $169 within three weeks [2] - Hershey's Q3 net sales reached $318 billion, a 65% year-over-year increase, surpassing Wall Street's expectation of $312 billion [7] - Organic sales grew by 62%, primarily driven by price increases, exceeding analysts' expectations of 36% [8] - Adjusted gross margin decreased by 85 basis points year-over-year to 318%, attributed to higher commodity and tariff costs [8] - Q3 earnings per share were $130, down 44% year-over-year, but above Wall Street's anticipated $107 [9] Market Dynamics and Challenges - Hershey has faced challenges in the past two and a half years, partly due to the impact of GOP-1 weight loss drugs on the packaged food industry [3] - The company has also struggled with high cocoa prices, although the situation has improved in the last 10 months [4] - Halloween season sales started slower than expected due to warmer weather and concentrated seasonal purchases [11][12] Strategic Initiatives and Outlook - Hershey appointed Kirk Tanner as the new CEO in mid-August, who previously worked at Wendy's and PepsiCo [5] - Management raised the lower end of their full-year earnings guidance by 9 cents, projecting $590 to $6 per share [10] - The company emphasizes a long-term strategy, focusing on future performance rather than short-term gains [13] - Piper Sandler upgraded Hershey's stock from underweight to neutral, citing reduced uncertainty and potential moderation in cocoa prices [16]