Let's welcome in now CNBC contributor Bunstratz Tom Lee. It's good to have you. Welcome back.>> Yeah, thanks Scott. Good to see you. >> So, so the market obviously assumes that this is all going to happen.The government's going to reopen and we're just going to get back on our merry way in in the stock market. That's certainly what the trade says today. Am I right.Uh yeah, I think there's a certain measure of relief because the shutdown robbed us of visibility on the macro data and of course there's economi ...

Market Overview - The S&P BSE Sensex increased by 0.19% to 83,376.62, gaining 160 points, while the NSE Nifty 50 rose by 0.21% to 25,545.45, adding 53 points at the open [1] - By 9:38 AM, the Sensex was up 253 points or 0.31% at 83,470, and the Nifty50 rose by 81 points or 0.33% to 25,573 [1] Sector Performance - On the Sensex, Asian Paints, Tata Motors Passenger Vehicles, and Bharat Electronics led the gains, with increases between 1.5% and 2% [1] - Broader markets also showed strength, with midcaps and smallcaps up by 0.3% each [2] Institutional Investment - Foreign Institutional Investors (FIIs) purchased equities worth over Rs 4,581 crore on November 7, while Domestic Institutional Investors (DIIs) were net buyers of Rs 6,675 crore [10] Global Market Trends - Global equities advanced as optimism grew regarding a potential end to the U.S. government shutdown, with Nasdaq futures climbing 1.1% and S&P 500 futures gaining 0.65% [11] - European markets were set for a strong open, with EUROSTOXX 50 and DAX futures up nearly 1.4% each, and FTSE futures advancing 0.8% [12] Oil Market - Oil prices increased, supported by optimism that an end to the U.S. government shutdown could boost demand, with Brent crude futures gaining 47 cents to $64.10 per barrel and U.S. West Texas Intermediate climbing 50 cents to $60.25 [13] Currency Exchange - The Indian rupee opened steady at 88.65 against the U.S. dollar, with a softer dollar and expectations of central bank support stabilizing sentiment [14]

Constellation Energy Corporation ( CEG ) has fallen hard since notching an all-time high above $410 just last month. Indeed, steam has been let out of the AI trade, and “Consto” as we used to call it on the trading floor (in a former life, I was an electricity/powerFreelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient ...

Hey, we were talking about this earlier just kind of the shift in the momentum in the markets where investors seem to be turning away from the AI trade seemingly largely due to valuation concerns. Healthcare the best performing sector this week generally seen as a defensive sector. Just your take on that momentum shift.>> Yeah, I think it's to be expected a bit Frank. Um when you go into a cyclical recovery uh powered by both monetary and fiscal stimulus both of which we received in meaningful amounts this ...

BMD trading lower along with most of the semicmplex. And more broadly here, it has been a pattern that we've seen throughout this earnings season. Tech companies beating estimates, even raising their forecast, and the stock falls.We're seeing it again this morning with Qualcomm. So, let's dig into what that reflects about the AI trade and where investors should be positioned right now. Joining me, Ivana Dilvka, Spear Invest founder and CIO, and Sylvia Jablonsky, Defiance ETF's CEO and CIO.Ivana, I want to s ...

The AI trade is about all that's left. Over the past 12 months, the stock market has gone from fully functional to barely hanging on. Some immediately harken back to the dot-com bubble era, which started in 1995 when CNBC came on the airI'm Rob Isbitts, founder of Sungarden Investment Publishing. I run the new investing group Sungarden Investors Club, a community dedicated to navigating the modern investment climate with humility, discipline, and a non-traditional approach to income investing. I've been cha ...

Core Viewpoint - Michael Burry, the hedge fund manager known for "The Big Short," is predicting a peak in two popular stock market plays, indicating a potential shift in market sentiment [1] Group 1 - Burry's analysis suggests that the current market favorites may be overvalued, leading to a possible downturn [1] - The hedge fund manager's statements appear contradictory, as he simultaneously warns of a market peak while engaging with these stocks [1]

My 2025 outlook focused on a set of major risks that the bull market faced, as well as what could keep driving the market to new highs. That bull market was an equal-opportunity profit engine for investors. Until about 12 months ago. Here is how I look at it in snapshot form. More News from Barchart www.barchart.com The Invesco Nasdaq 100 ETF (QQQ), which has been the leader of the stock market more often than not this century, went into overdrive in 2025. In the chart above, you can see it in the 1-ye ...

Group 1 - The market is experiencing selling pressure following a rate cut decision and disappointing discussions between China and the US, leading to a slight decline from all-time highs [2][3]. - There is a notable rotation in the market, moving away from big tech stocks that previously led gains [3][4]. - Diversification is emphasized as important in the current market environment, particularly with the volatility associated with AI-related trades [5]. Group 2 - Corning has reported record sales and is experiencing a strong uptrend, with a more than 100% increase over the last six months [5][7]. - The stock has broken above previous resistance levels, indicating potential for further upside [10][13]. - A trading strategy involves buying the stock and writing a call option to capture upside momentum while managing tax implications [15]. Group 3 - Cummins is highlighted for its strength in the industrial sector, particularly in engine and battery delivery systems, which contributes to its upward momentum [17][18]. - The stock has shown a strong price action with a recent breakout above previous highs, indicating continued bullish sentiment [21][24]. - A suggested trading strategy includes buying a call spread while selling a put to finance the position, allowing for upside capture [28]. Group 4 - Palo Alto Networks is maintaining upside momentum ahead of its earnings announcement, with the stock trading near all-time highs [30][31]. - The stock has shown significant price appreciation, moving from 165 to 220, with key support levels identified around 215 to 218 [33][37]. - A defined risk trading strategy is proposed, involving a call spread to capitalize on potential price appreciation while limiting downside risk [38].

分组1: Nvidia - Nvidia is expected to open with a market cap above $5 trillion, indicating strong momentum in the AI trade and significant demand for its chips [1][2] - The upcoming earnings report and customer capital expenditure (capex) spending from major companies like Amazon, Meta, and Google will be crucial for driving Nvidia's stock performance [3] - Positive developments in trade relations, particularly with South Korea and China, could benefit various sectors, including technology, industrials, and healthcare, by providing companies with the certainty needed to grow margins and revenue [4] 分组2: Healthcare and Life Sciences - There are investment opportunities in the healthcare sector, particularly in life sciences and diagnostics, which have underperformed recently [5][6] - Thermo Fisher is highlighted as a stock of interest, trading at 19 times earnings compared to its historical range of 22 to 24 times, with recovering demand from biotech and healthcare companies [6][7] - The potential for improved tariff situations and increased government spending on healthcare may not be fully priced into stocks like Thermo Fisher, suggesting further upside potential [8]