Joining me to wrap up the week, Ron Insana, CEO of Insana Information Partners. He joins me at the desk. Ron, great to have you. >> It's great to see you.Thanks for having me, Caroline. >> All right, so what do we need to take away from this week. What do investors actually need to care about right now.>> Well, I think they still have to care about the data fog that we're going through. I mean, we've got CPI or consumer price information that told us inflation was a little better than we thought, but the da ...

John, I want to come over to you. One thing I've been talking a lot of traders about is the idea of Japanese bond yields rising and that becoming a more attractive place for Japanese investors to put their money and maybe even other Asian investors to put their money. Do you agree with that thesis.>> Uh, you know, Frank, I I would think it's a little bit overblown at this point. Uh, the what the benchmark rate for Japan now at 75 basis points that compares to ours what's ours. 350 to 3.75% and our 10 year o ...

Traders who spent most of December wondering if the typical year-end “Santa Claus rally” was ever going to kick in may finally be getting what they’ve been waiting for https://t.co/dGQXSzlQgS ...

The consumer calvary got here just in time to give us what looks to be the beginning of a SANTA CLAUS RALLY. THAT'S the only way to describe what worked today. Everything involving consumer spending couldn't come as a better time because tech's been faltered.We needed something big to replace it. Even as you couldn't tell from the averages, Dow advancing 66 points to be jumping 79% but the techlaid NASDAQ surging 1.38%. Let me set the scene.For most of the year, we've had oh, woe is the narrative consumer, ...

CNBC's Jim Cramer reviewed Thursday's market action, telling investors that gains in consumer-oriented companies are propelling stocks higher despite losses from Big Tech names — whose enormous spending on artificial intelligence is drawing scrutiny."Retail is such a huge portion of this economy, it can mask the questionable kinds of transactions we've been seeing at the highest level of tech," he said.The S&P 500 snapped its four-day losing streak on Thursday, finishing the session up 0.79%. The Nasdaq Com ...

Joining us this morning is Niles Investment Management founder and portfolio manager Dan Niles. Got some thoughts on the AI trade in the market at large. Dan, good to see you again. >> To see you too, Carl.>> So, a lot was made of uh Broadcom's inability, for example, to rally after its earnings, but maybe the story can be different with Micron today. >> Yeah, I mean, I think you have to look at the the short-term picture and the long-term picture. So in the short-term picture, what's changed is now really ...

Let's talk a bit more about the data this morning in the market with Mona Mahajin. Edward Jones, head of investment strategy, joins us here at Post9. Always good to see you.Welcome. Happy holidays. Um, you think there's time for a rally to show up before you're in.>> You know, look, um, Santa Claus came a little bit to town this morning. We enjoyed seeing that CPI print come in well below expectations. What particularly caught our eye was the core CPI reading.Nice to see 2.6%. You know, keep in mind twothir ...

Core Insights - The innovation ecosystem is facing renewed fears of an AI bubble, impacting major companies like Marvell Technology Inc (MRVL) which saw its stock drop approximately 18% since December 3 after a 41% gain from September to early December [1][2][3] Market Dynamics - Oracle Corp's mixed earnings results have contributed to anxiety regarding AI spending, affecting semiconductor stocks including MRVL [2][3] - Despite the current downturn, experts believe that interest in AI remains strong and the sector is becoming increasingly competitive, particularly in resource supply chains [4] Seasonal Trends - The period between Christmas and early January, known as the Santa Claus rally, typically sees stock prices rise due to lighter trading volumes and year-end optimism, which could benefit MRVL [5] Price Analysis - Historical data indicates that MRVL's stock price could range between $78 and $90 over the next 10 weeks, with a median clustering around $85.80 [10][11] - The current downward trend in MRVL's stock shows only three up weeks in the trailing 10 weeks, suggesting a cautious outlook [10] Trading Strategy - A proposed trading strategy involves a bull call spread with a maximum profit potential of 150% if MRVL stock rises above $87.50 by expiration [16][17] - The breakeven point for this strategy is set at $86, which is considered an ideal threshold for potential gains [17]

US stocks, as represented by the benchmark S&P 500 index, are on track to close the year in green. But a so- called "Santa Claus rally†may not show up this year – and that doesn't paint a particularly rosy picture of what's to come in 2026, says Jonathan Krinsky, chief market technician at BTIG. ...

Joining us here at Post9 today, Steve Sosnik, chief strategist at Interactive Brokers, has a 6,500 year-end target for the S&P in 2026. That's a curious number, Steve. Good to have you. >> Good to see you.>> What What would lead us to that. >> A lot of a confluence of different factors. First of all, I'm an inherent contrarian, so let me start with that.And I I I I believe I'm kind of an outlier and I'm in being a little lower, but history, I think, is it points to caution. number one, secondyear presidenti ...