ROBERTA KING: Welcome back to another episode of In the Money. I'm Roberta King, a Vice President Branch Leader with Fidelity Investments, and I'm looking forward to today's conversation with Tony Zhang. He is a Chief Strategist of OptionsPlay.Tony's also a frequent CNBC guest. Tony, welcome, it's good to be back with you today. TONY ZHANG: Yeah, thank you so much for having me back, Roberta.A lot to discuss in the markets over the last week. ROBERTA KING: I agree. So for our viewers, today is Thursday, Feb ...

Company Overview - GE Aerospace is a key player in the defense and aerospace sector, benefiting from increased geopolitical spending [1] - The company designs, manufactures, and services advanced jet engines, components, and integrated systems for various aircraft types, focusing on propulsion, power, and avionics [5] Recent Developments - Delta Air Lines has selected GE Aerospace's GEnx engines to power its 30 new Boeing 787-10 aircraft, marking a significant contract for the company [1][2] - The contract includes the supply of spare engines and long-term service support, highlighting the reliability of the GEnx engine, which has accumulated over 70 million g-hours since its introduction in 2011 [2] - The GEnx engine currently powers nearly two-thirds of all 787 aircraft in operation, indicating its widespread adoption [2] Strategic Partnerships and Innovations - GE Aerospace and Lockheed Martin have completed engine tests for hypersonic missiles, focusing on a technology that enhances fuel efficiency and extends range for missiles flying at hypersonic speeds [4] - This collaboration reflects the company's commitment to advancing aerospace technology and addressing emerging defense needs [4] Executive Insights - Delta's CEO, Ed Bastian, emphasized that the GEnx engines will enhance operational efficiency and reliability, which are crucial for the airline's growth strategy [3]

Welcome to the Brainstorm episode 116. We're very lucky we have Kathy here today because over the weekend, you know, there was some crazy news out there with Jerome Pal uh getting subpoenaed from the DOJ threatening criminal indictment. This seems like it's, you know, recently there's been a long line of issues and uh I'd say macroeconomic initiatives from Trump from no institutional investors being able to buy single family housing, a cap on credit card interest.So Nick, maybe you'll touch on that later. U ...

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 ...

Core Insights - The airline industry is experiencing a significant increase in demand, with the FAA predicting the busiest Thanksgiving travel period in 15 years and expectations for a strong Christmas season [1][2][3] - Airlines are reporting healthy demand trends, with stable fares and modest growth anticipated as they finish Q4 and head into 2026 [3][4][6] - The focus on premium offerings is expected to continue, as airlines invest in enhancing these services to improve margins amid inflationary pressures [9][12][13] Industry Performance - The Jets ETF is near three-year highs, reflecting a nearly 60% increase from its April low, indicating strong market performance for airlines [1] - Despite some earnings impairment due to government shutdowns, the overall market remains healthy, with passengers eager to travel [4][7] - Airlines have shown resilience throughout the year, managing to maintain stable fare environments despite capacity adjustments and market disruptions [11][12] Future Outlook - Growth in premium services is expected to persist, with airlines focusing on this segment as a key area for margin improvement [9][10] - While there are concerns about consumer spending and macroeconomic conditions, several factors are still supporting growth expectations for the airline industry into next year [13] - The current pricing environment suggests that fares have not increased significantly over the past couple of years, even on an inflation-adjusted basis, which may contribute to ongoing demand [12][13]

Core Viewpoint - Morning Star identifies three stocks as potential sells for November: Delta Airlines, Hims and Hers, and Walmart [1][2]. Group 1: Delta Airlines - Delta Airlines generates the highest revenue yield in the North American market and holds a significant share of industry profits [3]. - Despite a positive near-term outlook for US airlines, a return to normalized operating conditions is expected, leading to increased price competition and reduced profitability [4]. - Delta's stock is considered significantly overvalued with a fair value estimate of $32 [4]. Group 2: Hims and Hers - Hims and Hers has experienced strong performance, with a 49% year-over-year revenue growth in the third quarter [5]. - The company is facing a decline in sequential subscriber growth, along with challenges from low barriers to entry and fierce competition [5]. - The stock is deemed very overvalued, with a fair value estimate of $25 [6]. Group 3: Walmart - Walmart is recognized as the world's largest retailer, benefiting from a vast store network and a growing digital presence [7]. - The competitive landscape is expected to constrain gross margins, leading to a recent reduction in the fair value estimate for Walmart [7]. - Walmart's shares are viewed as significantly overvalued relative to a fair value estimate of $60 [7].

Travel Disruptions - Government shutdown is causing massive travel disruptions, especially impacting air travel [1] - Over 2,000 flights were canceled, and more than 8,000 flights were delayed [1][2] - Airlines are directed to cut 6% of flights at 40 major airports by Tuesday and 10% by Friday [2] - Air traffic control staffing shortages are causing significant delays, with Newark experiencing delays averaging more than 2 hours [3] Staffing Shortages Impact - Staffing shortages contributed to 71% of delays on Saturday [4] - Air traffic controller retirements have accelerated during the shutdown, potentially causing long-term effects [7] Thanksgiving Travel Impact - Thanksgiving travel plans are being disrupted, with families shuffling plans and some canceling flights [4][5] - Airlines have already made cancellations mandated by the FAA through Tuesday, rebooking or refunding passengers [6]

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Ellen Hazen has some big ideas for you into all of it. She is chief market strategist and portfolio manager at FL Putnham Investment Management down from Boston and joins us now. Ellen, good to have you on set again.Thanks for having me. Yeah. Why, before we get to some individual things that you like, why do you think the market is not responding more to day nine of a partial government shutdown.I think there have been a lot of shutdowns over the years. We've had 20 shutdowns since 1970. Most of them were ...

Let's get right to the opening bell on this uh Thursday morning at the CNBC Real Time Exchange at the big board today celebrating its IPO commercial washer and dryer manufacturer alliance with laundry systems at the NASDAQ Ford Industries and Lana Treasury Company. Mike, as we'll try once again, I guess at this 6750ish range, been a little stubborn. We've hesitated a little bit actually in very much the way we did before 6700 uh last week.So that didn't really hold. Uh it's been I wouldn't say um narrow but ...