After moving to the upside early in the session, stocks have given back some ground over the course of the trading day on Friday. The major averages have pulled back well off their highs of the session, with the tech-heavy Nasdaq sliding into negative territory.Currently, the major averages are narrowly mixed. While the Nasdaq is down 36.68 points or 0.2 percent at 22,348.02, the S&P 500 is up 8.28 points or 0.1 percent at 6,613.00 and the Dow is up 146.69 points or 0.3 percent at 46,094.01.The early stren ...

Market Sentiment - Carter oil services stocks are trending upwards [1] - The speaker expresses a positive sentiment towards Carter oil services stocks [1] Trading Activity - A trade occurred with 24 seconds remaining [1] - Dan is baiting IWM (iShares Russell 2000 ETF) [1] Personnel - Tim G, presumably from GM (General Motors), is mentioned [1] - Carter (likely related to Carter oil services) does not want to comment [1]

Final trade time. Tim G uh GM, excuse me. Carter told me at the break that he he doesn't want to comment on this, but I think he likes it.I like it, too. 24 seconds. Carter oil services stocks going higher.Dan baiting IWM with Carter Steve TJ Maxx. Thanks for watching Fast Matt and Money with Jim Kramer starts right now. ...

All right, we want to break down some of the positive and negative signals that we are seeing in the market. Also, maybe some stock picks for your portfolio. David Nelson, chief strategist at Belpoint Asset Management is with me.Good to see you, David. Thank you so much for being here. So, we talk about tailwinds, headwinds.How are you feeling about the market right now, especially because we have the Fed tomorrow. How important is that. Tell me a little bit what's going on in your mind.Well, we're marking ...

Investment Recommendations - KKR's stock experienced a 10% sell-off post-earnings, but presents a potentially favorable entry point due to strong growth [1] - Sirat slumberjier oil services is expected to see increased revenue, making the stock a potentially good buy due to being out of favor [1] - Synchrony Financial is highlighted as a strong performer, reaching 52-week highs, reflecting a broader trend in the financial sector [1] Stock Performance & Market Trends - Interactive Brokers, previously highlighted in the $50s, has risen into the $60s, exceeding earnings expectations and being added to the S&P 500, indicating a breakout [2] - CrowdStrike is being defended as a final trade [2] - An unnamed company's report is considered "unbelievable," with its CEO regarded as the best in the space, suggesting a strong long-term hold [3]

Investment Recommendations - Suggests considering a trade related to XLU (utilities ETF) for the next 25 years, potentially involving oil services [1] - Recommends a long position in the OIH ETF (oil services ETF) [1] - Advises buying protection through Triple Q (Invesco QQQ Trust) put spreads [1] - Highlights LVMH (luxury goods company) as a potentially undervalued space with significant value [1]

Industry Outlook - SLB (Schlumberger), the world's largest oil-services provider, anticipates resilience in the oil industry [1] - The industry remains optimistic about the second half of 2025 [1] Demand Considerations - Customer demand uncertainties are present [1]

Joining us now for more on the market, Sati, the DCLA managing partner. He's also a CNBC contributor. Sarat, great to see you.Um, we're practically at record highs. Yeah. Are you finding value or are you paying up.I think if you separate the market from the AI trade, I think you can definitely find opportunity and I would say a value of areas that have not performed, whether it's because there's an administration overhang or fundamentals really haven't caught up yet. So, I do think you can deploy capital. I ...

Core Insights - Geospace Technologies (NASDAQ: GEOS) has experienced a significant stock price increase, rising over 50% in a few trading sessions and exceeding 200% in the last month, with daily trading volume surging from below 100,000 shares to over 1.6 million [1][2] Group 1: Recent Developments - The surge in investor interest was triggered by a multi-year contract awarded by Petrobras for a high-value Permanent Reservoir Monitoring (PRM) system utilizing Geospace's OptoSeis® fiber optic technology, enabling continuous monitoring of deepwater oil reservoirs [3][4] - This contract provides Geospace with a long-term revenue stream, addressing investor concerns regarding the unpredictable, project-based revenue typical in the energy sector [4] Group 2: Business Strategy and Growth - Geospace is diversifying beyond its traditional energy roots, with a rebranding strategy called "Solutions for a Smarter Future" aimed at reducing dependence on the cyclical energy market [5][6] - The Smart Water segment has shown exceptional growth, reporting a 47.8% year-over-year revenue increase in Q2 2025, reaching $9.5 million, marking the highest first six-month revenue in company history [6][7] - The company has sold over 27 million Hydroconn® waterproof connectors, which are now certified for "Build America, Buy America" compliance, crucial for securing U.S. municipal contracts [7] Group 3: Financial Health - Geospace operates with virtually no long-term debt and holds approximately $20 million in cash and short-term investments, indicating strong financial health [7][8] - A current ratio of 5.59 suggests the company can comfortably cover its short-term obligations, allowing it to invest in high-growth segments without relying on external capital [8] Group 4: Future Outlook - The recent contract with Petrobras provides significant revenue visibility and potential cash flow, essential for accelerating the company's transformation into a diversified technology leader [9][10] - Key areas to monitor include the execution of the Petrobras project and continued innovation in the Smart Water segment, which will be critical for validating the long-term strategy [10][12]

Group 1 - Halliburton's first-quarter earnings met analysts' expectations, but the company warned of future challenges, leading to a significant drop in its stock price [1][5] - The company reported earnings of $0.60 per share on revenue of $5.4 billion, slightly above Wall Street's expectations of $0.60 per share on sales of $5.3 billion [2] - North American revenue, which constitutes nearly half of Halliburton's business, decreased by 12% year over year, although this decline was partially mitigated by increased revenues from the Middle East and European markets [3] Group 2 - Executives indicated that future earnings could be negatively impacted by tariffs, estimating a reduction of $0.02 to $0.03 per share in the second quarter, with approximately 60% of this impact stemming from the completion & production segment [4] - Year-to-date, Halliburton's shares have declined by about 25%, and the stock has lost approximately half of its value over the past 12 months [5] - The cyclical nature of the oil industry suggests that energy stocks can be advantageous to buy during downturns, with Halliburton's current dividend yield at about 3.3%, appealing for long-term investors [6]