Worldwide Exchange

Despite the slowdown in inflation during April, housing continues to drive prices higher. Camden Property Trust CEO Ric Campo discusses what his business is seeing. Plus, Walmart reports earnings this morning as consumers look for even more value. CFRA's Arun Sundaram lays out his expectations. And, Octopus Energy, number 11 on CNBC's annual Disruptor 50 list, is using AI to spark the global transition to renewable energy. CEO Greg Jackson explains.

Investors are awaiting the latest read on U.S. inflation and consumer prices. Citi's Veronica Clark previews the report. Plus, the 2024 CNBC Disruptor 50 list is out, with two-thirds of the companies calling AI critical to their business. Phononic's Tony Atti, number 35 on the list, discusses. And, the Nasdaq is coming off a fresh record high. Piper Sandler's Craig Johnson and G Squared Private Wealth's Victoria Greene tee up the trading day ahead.

The meme stock frenzy is making its return in a big way. Inside Edge Capital's Todd Gordon explains. Plus, Home Depot reports earnings today, offering insight into the health of the housing market. D.A. Davidson's Michael Baker lays out his expectations. And, Caitlin Clark makes her regular season WNBA debut tonight. Washington University's Patrick Rishe discusses the streaming landscape for sports.

The market's record run could hit a snag as Wall Street faces a series of litmus tests around inflation and the consumer. Callan Family Office's RaeAnne Mitrione and Freedom Capital Markets' Jay Woods discuss how to position from here. Plus, Walmart and Home Depot will offer key insight into spending trends when they report earnings this week. Former Walmart CEO Bill Simon and Jane Hali & Associates' Jessica Ramirez explain. And, consumer prices in China rose in April, marking the third straight month of gains. Longview Global's Dewardric McNeal lays out the outlook.

The consumer may be more stretched than Wall Street thinks, as several companies slash guidance. Mastercard's Steve Sadove dives into the latest SpendingPulse survey. Plus, it's been a turnaround story for much of the Chinese stock market in recent months. Goldman Sachs' Kinger Lau explains. And, San Francisco Fed President Mary Daly is throwing some cold water on renewed rate cut hopes. Liontrust Asset Management's Clare Pleydell-Bouve and Alger's Amy Zhang discuss.

Nvidia CEO Jensen Huang says now is the time to get on the AI train. MapSignals' Alec Young discusses the outlook. Plus, the global EV landscape is set for a shake-up as China's Zeekr prepares to price its NYSE IPO tonight. The Wall Street Journal's Tim Higgins explains. And, the markets are pointed towards a lower open after a mixed session yesterday. CIC Wealth's Malcolm Ethridge previews the trading day ahead.

All three major U.S. indexes are close to their record highs, with the S&P 500 on track to post its best growth rate in two years. KKM Financial's Jeff Kilburg and Inside Edge Capital's Todd Gordon lay out their top stock picks. Plus, airlines and hotels still expect strong bookings through the summer months. The Points Guy's Clint Henderson digs into the outlook. And, there's a rally sweeping across Europe as the Euro Stoxx 600 and FTSE 100 hit fresh all-time highs. Deutsche Bank's Maxmilian Uleer and Invesco's Kristina Hooper explain.

The relief rally is beginning to show signs of life as the push-and-pull between earnings growth and rate cuts remains front and center. Bone Fide Wealth's Douglas Boneparth discusses. Plus, the U.S. is exactly six months away from the presidential election. Generation Lab's Cyrus Beschloss dives into a new survey on key political issues. And, Disney is out with its second quarter results this morning after its kitchen sink report three months ago. Fairlead Strategies' Katie Stockton lays out the technicals for the stock.

Warren Buffett held court this weekend at Berkshire Hathaway's annual meeting, where he fielded questions from shareholders and unveiled new investment moves. R360's Barbara Goldstein recaps the event. Plus, Apple is coming off its best day since 2022 after announcing a record-breaking $110 billion buyback. The Maxim Group's Tom Forte discusses. And, April's weaker-than-expected jobs report is boosting hopes for an earlier rate cut by the Fed. Van Lanschot Kempen's Anneka Treon and Wall Street Journal's Gunjan Banerji explain.

Apple is set to add $162 billion to its market cap at the open after announcing a $110 billion buyback. Laffer Tengler Investments' Nancy Tengler discusses. Plus, investors are counting down to the release of the April jobs report. Citi's Steven Wieting lays out his expectations. And, Berkshire Hathaway kicks off its annual meeting this weekend, its first since the passing of Charlie Munger. Gabelli Funds' Chris Marangi tees up the event.

The Federal Reserve is holding interest rates steady for the six straight meeting as the path towards 2% inflation remains challenged. Former Fed Vice Chair Roger Ferguson explains. Plus, Apple reports earnings after the close today. Albion Financial Group's Jason Ware lays out the key metric to watch. And, Novo Nordisk is raising its outlook for the year after posting better-than-expected first quarter results. Tema ETFs' Yuri Khodjamirian discusses.

Amazon says profit more than tripled during its most recent quarter. RBC's Brad Erickson and GraniteShares' Paul Marino dive into the results. Plus, the Fed is set to announce its latest monetary policy decision today. The New York Times' Jeanna Smialek and The Conference Board's Steve Odland lay out their expectations. And, investors are preparing for the new trading month as the S&P 500 comes off its worst month since September. Cetera's Gene Goldman and Payne Capital Management's Courtney Garcia discuss.

The parade of big tech earnings rolls on, with Amazon reporting Q1 results today. The Futurum Group's Daniel Newman lays out his expectations. Plus, McDonald's and Starbucks also open their books today. Morgan Stanley's Brian Harbour tees up the numbers. And, the Fed kicks off its two-day policy meeting today, with a decision due tomorrow. Hargreaves Lansdown's Emma Wall and Thornburg Investment Management's Jeff Klingelhofer discuss.

Investors are awaiting the kickoff to this week's Fed decision. The Milken Institute's Bill Lee gives his expectations. Plus, Amazon and Apple are set to deliver results in what could be two market-moving events. Janus Henderson's Alison Porter explains. And, it's busiest week of earnings season, with 30% of the S&P 500 and 20% of the Dow reporting. Clough Capital's Vince Lorusso and G Squared Private Wealth's Victoria Greene discuss.

Google-parent Alphabet is buying back $70 billion worth of shares and instituting its first-ever dividend. Arete Research's Richard Kramer breaks down the quarter. Plus, huge sales growth in the cloud and even bigger bets in AI may not be enough to prop up Microsoft's guidance. Oppenheimer's Timothy Horan dives into the results. And, the markets are coming off a whipsaw session ahead of fresh inflation data. Hargreaves Landsdown's Sophie Lund-Yates, The Carson Group's Ryan Detrick, and Citi's Beata Manthey discuss.

Meta's strong quarter is doing little to prop up the stock, which is set to shed $200 billion in value at the open. Cleo Capital's Sarah Kunst dives into the results. Plus, is Meta's report a read into what's to come for Alphabet and Microsoft today? Northstar Asset Management's Nimrit Kang weighs in. And, the broader markets are also selling off as tech takes it on the chin once again. Chantico Global's Gina Sanchez and Gilman Hill Asset Management's Jenny Harrington discuss.

Tesla is soaring despite its dismal start to the year. RBC's Tom Narayan dives into the quarter. Plus, the FAA is opening a new investigation in Boeing. Stifel's Bert Stubin explains. And, efficiency vs. innovation will likely be a key focus in Meta's earnings report today. Big Technology's Alex Kantrowitz tees up the results.

Tesla reports earnings after the close today as the stock hovers at its lowest level since last January. KKM Financial's Jeff Kilburg lays out the key metrics to watch. Plus, UPS is expected to deliver its worst quarterly results for the year. Melius Research's Conor Cunningham explains. And, the markets are rebounding from last week's sell-off. TS Lombard's Skylar Montgomery Konig and Oppenheimer's John Stoltzfus discuss.

Big tech is in focus this week with four of the Magnificent 7 set to report earnings. Clockwise Capital’s James Cakmak tees up the results. Plus, House Speaker Mike Johnson is supporting a vote on several foreign aid packages, including one to Ukraine. Fordham Global Foresight’s Tina Fordham explains. And, Tesla is under pressure again as it fires off another round of price cuts. Roth MKM’s Craig Irwin discusses the road ahead.

Israel has retaliated against Iran’s unprecedented drone and missile attack. Energy Aspects’ Amrita Sen discusses what this means for oil prices. Plus, Netflix is under pressure despite blowing past subscriber growth estimates. Citi’s Jason Bazinet dives into the quarter. And, EU regulators say a preliminary probe into Microsoft’s investment in OpenAI is still ongoing. The European Commission’s Margrethe Vestager explains.

There's a new cause for concern when it comes to the staying power of stocks. Goldman Sachs Asset Management's Gurpreet Garewal makes the case for fixed income. Plus, Netflix is on a roll thanks to a big boost in subscribers and its password-sharing crackdown. Annadale Capital's George Seay gives his expectations for earnings today. And, TSMC has grown profit for the first time in a year. Wedbush's Matt Bryson details the quarter.

A big part of the market's recent downturn is the Dow Transports, which is currently below its 50- and 200-day moving averages. Bank of America's Ken Hoexter lays out the road ahead. Plus, LVMH is higher despite reporting slowing sales growth. TEMA ETFs' Javier Gonzalez explains. And, Fed Chair Jay Powell says he needs more confidence in inflation's path forward before cutting rates. Delancey Wealth Management's Ivory Johnson and Plurimi Wealth's Patrick Armstrong discuss what this means for the markets.

Wall Street is bracing for what could be a third straight negative session for stocks in a row. Leavell Investments' Andrew Grinstead lays out how to position from here. Plus, Morgan Stanley and Bank of America cap out first quarter big bank earnings this morning. Argus Research's Stephen Biggar gives his expectations. And Microsoft says it will invest $1.5 billion in the UAE's top AI firm, G42. EY's Jeff Wong dives into a new survey on artificial intelligence.

Investors around the world are coming to grips with one of the boldest attacks by Iran on Israel. CIBC Private Wealth’s Rebecca Babin discusses the impact on oil prices. Plus, a big part of the market’s slide last week was tech. Hightower’s Stephanie Link and Wedbush’s Dan Ives explain. And, Wall Street is trying to pick up the pieces after the Dow’s worst week in more than a year. Citi’s Steven Wieting and RBC’s Amy Wu Silverman lay out what’s to come.

As the Fed's 2% inflation target remains elusive, is the mandate still a realistic goal? BNP Paribas' Daniel Morris and The Conference Board's Dana Peterson weigh in. Plus, JPMorgan and Citi kick off bank earnings today. Essex Investment Management's Nancy Prial tees up the results. And markets are closing out what has been a whipsaw week. RBC Brewin Dolphin's Janet Mui and G Squared Private Wealth's Victoria Greene wrap up the key action.

Pain at the pump, stubborn housing costs, and higher food prices are just some parts of inflation weighing on consumers. Mastercard's Michelle Meyer explains. Plus, what are the technicals saying about the direction of the markets? CappThesis' Frank Cappelleri weighs in. And, the fallout of the hotter-than-expected CPI report is hitting semi stocks. Fox Advisors' Steven Fox discusses.

Investors are preparing for the big event of the week: March CPI. Former Fed Vice Chairman Roger Ferguson gives his expectations. Plus, the FAA is investigation new whistleblower claims around Boeing's 787 Dreamliner. Jefferies' Sheila Kahyaoglu explains. And, is the chance of three rate cuts this year off the table? Hargreaves Lansdown's Emma Wall and Capital Wealth Planning's Kevin Simpson weigh in.

Shares of Apple are falling on a new note warning of weak demand for the iPhone. Cleo Capital's Sarah Kunst lays out the road ahead. Plus, the odds for a June rate cut are at their lowest since October. WisdomTree's Jeremy Schwartz explains. And, Jim Cramer says investors should just be thankful that the Fed isn't hiking anymore. Charles Schwab's Jeff Kleintop discusses.

Treasury Secretary Janet Yellen addresses tariffs, electric vehicles, and green exports in an exclusive interview with CNBC. Atlantic Council's Hugh Tran gives his thoughts on the conversation. Plus, Yellen also says she's focused on keeping American companies in business as they face growing pressure from China. KraneShares' Brendan Ahern dives into the issue. And, Wall Street faces a fresh test this week with March CPI on Wednesday. Rose Advisors at Hightower's Patrick Fruzzetti and Blanke Schein Wealth Management's Robert Schein discuss.

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets.

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets.

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets.

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets.

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets.

It's been a rough road for Tesla, with several firms cutting their price targets this week. RBC's Tom Narayan and Roth MKM's Craig Irwin debate the bull and bear cases. Plus, Disney is set to notch its best Q1 performance since 2000. Yale School of Management's Jeff Sonnenfeld discusses why he's backing the company in its proxy fight against Nelson Peltz. And, it's not just Disney getting a boost: the S&P 500 is on track for its best first quarter since 2019. Goldman Sachs Asset Management's Gurpreet Garewal and Defiance ETFs' Sylvia Jablonski close out the quarter.

Shares of Donald Trump's social media company jumped more than 50% in their trading debut yesterday. TD Cowen's Jaret Seiberg discusses the intersection between politics and markets. Plus, China's Xi Jinping is meeting with U.S. executives this week. Longview Global's Dewardric McNeal explains. And, what does the Francis Scott Key Bridge's collapse mean for the global supply chain? Freightos' Judah Levine weighs in.

Boeing CEO David Calhoun will be stepping down at the end of this year following that Alaska Airlines door plug blowout. Gabelli Funds' Tony Bancroft and Laffer Tengler Investments' Nancy Tengler debate the outlook for the stock. Plus, Wedbush is raising its price target on Microsoft, citing "transformative" monetization for Co-Pilot. Wedbush's Dan Ives explains his new note. And, the list of big banks increasing their S&P targets continues to grow. Sanlam UK's Hannah Gooch-Peters and Decatur Capital's Degas Wright discuss.

Key to Wall Street's record run so far this year has been chip stocks. Clockwise Capital's James Cakmak discusses. Plus, Beijing kicks off a major forum this week, welcoming around 100 CEOs from across the globe. China Beige Book's Shehzad Qazi explains. And, Goldman Sachs says mega-cap tech could lead the S&P 500 to a 15% rise by year-end. Potomac Wealth Advisors' Mark Avallone and KKM Financial's Jeff Kilburg dive deeper into the sector.

Reddit is enjoying the fruits of its IPO yesterday, jumping nearly 50% in its debut. Cleo Capital’s Sarah Kunst lays out the road ahead. Plus, Apple’s stock has shed $113 billion in value after the Department of Justice launched an antitrust case against the company. Big Technology’s Alex Kantrowitz explains. And, shares of Nike and Lululemon are falling on concerns about slowing growth. AB Bernstein’s Aneesha Sherman dives into the quarters.

Wall Street is cheering on the prospect of three rate cuts this year. Wall Street Journal's Gunjan Banerji and KKM Financial's Jeff Kilburg discuss. Plus, FedEx reports earnings after the close today. Bank of America's Ken Hoexter tees up the results. And, where should investors put their money to work? Waddell & Associates' David Waddell weighs in.

The Fed releases its latest monetary policy decision today. The New York Times' Jeanna Smialek gives her expectations. Plus, Micron reports earnings this afternoon as Nvidia rallies on its newly unveiled AI chip. Mizuho's Jordan Klein tees up the results. And, what's in store for the trading day ahead? Principal Asset Management's Seema Shah and GenTrust's Mimi Duff weigh in.

The Fed kicks off its latest monetary policy meeting today. Wilmington Trust’s Meghan Shue and Howard Capital Management’s Vance Howard lay out the Powell policy playbook. Plus, Nvidia is out with a new AI chip. WisdomTree’s Chris Gannatti explains. And, the National Association of Realtors has agreed to slash commissions for real estate agents. Nest Seekers’ Erin Sykes discusses what this means for the housing market.

The Federal Reserve kicks off its latest monetary policy decision this week. Former Atlanta Fed President Dennis Lockhart previews the decision. Plus, the S&P 500 is set to look a little different today. Inside Edge Capital’s Todd Gordon explains. And, what’s ahead for the new trading week? Bone Fide Wealth’s Douglas Boneparth and Advisors Capital Management’s JoAnne Feeney discuss.

Adobe shares are falling on weak guidance, but the stock is still outperforming Tesla. Big Technology's Alex Kantrowitz discusses whether Adobe should replace Tesla in the Magnificent 7. Plus, the commercial real estate risk continues to rise. Marcus & Millichap's Hessam Nadji weighs in on the outlook. And, Disney+ is out with Taylor Swift's "Eras" movie today. The Hollywood Reporter's Alex Weprin dives into what this means for the streaming landscape.

A busy day is shaping up for the retail sector on top of what's already been a market-moving week around inflation. SW Retail Advisors' Stacey Widlitz and Oppenheimer's Brian Nagel debate the health of consumer spending. Plus, President Biden is reportedly planning to express concern over Nippon Steel's takeover proposal for U.S. Steel. Wolfe Research's Timna Tanners explains. And, today's producer prices will give investors a final read on inflation before next week's Fed meeting. GLOBALT Investments' Thomas Martin and Crossmark Global Investments' Victoria Fernandez discuss.

Lawmakers are set to vote on a bill that could ban TikTok in the U.S. Longview Global's Dewardric McNeal lays out the impact on geopolitics and the economy. Plus, housing is still one of the stickiest parts of inflation. Brown Harris Stevens' Bess Freedman explains. And, several Japanese companies have agreed to grant workers their biggest pay increases since the 1990's. Goldman Sachs' Tomohiro Ota discusses what this means for the Bank of Japan.

February CPI is out this morning, with economists expecting the inflation rate to remain unchanged. Apollo Global Management's Torsten Slok lays his expectations. Plus, lawmakers are set to vote on a bill that could ban TikTok in the U.S. Wiley Rein's Nova Daly explains. And, Arm's post-IPO lockup period expires today. MSA Capital's Ben Harburg discusses.

Nvidia is looking to turn things around after a brutal Friday, where shares closed down more than five percent. Piper Sandler's Craig Johnson and Cleo Capital's Sarah Kunst lay out the outlook. Plus, Oracle reports earnings after the close today. Main Street Research's James Demmert tees up the results. And, Reddit reportedly kicks off its IPO roadshow this week. Bain & Co.'s Alexander De Mol discusses the IPO and private equity landscape.

The monthly jobs report is out this morning, with economists expecting hiring to have slowed in February. Stifel’s Lindsey Piegza lays out her forecast. Plus, new data from Mastercard shows consumer spending is still strong. Mastercard’s Steve Sadove details the report. And, President Biden has vowed to raise taxes on the wealthy and large companies. Strategas Securities’ Courtney Gelman gives the key takeaways from last night’s State of the Union.

President Biden will deliver his State of the Union address today. American Enterprise Institute’s James Pethokoukis gives his expectations. Plus, Citi is out with a list of stocks with characteristics similar to the Magnificent 7. Citi’s Beata Manthey lays out the names to watch. And, Fed Chair Jay Powell isn’t ready to say when rates will come down this year. WisdomTree’s Jeremy Schwartz, Hargreaves Landsdown’s Sophie Lund-Yates, and Requisite Capital Management’s Bryn Talkington explain.

Federal Reserve Chairman Jay Powell is set to begin two days of testimony before Congress today. Former Fed Vice Chairman Roger Ferguson tees up the hearing. Plus, shares of New York Community Bank are coming off their lowest levels since 1996. Old National Bancorp CEO Jim Ryan describes the regional banking space. And, weakness in the Magnificent 7 is fueling a broader market sell-off. MRB Partners' Phillip Colmar and Payne Capital Management's Courtney Garcia explain.

Target reports earnings this morning as it comes off two straight quarters of same store sales declines. D.A. Davidson's Michael Baker tees up the results. Plus, it's Super Tuesday, with voters in more than a dozen states heading to the polls. Ned Davis Research's Ed Clissold explains. And, the Nasdaq 100 has gone more than 300 trading sessions without a pullback of 2.5% or more, the third longest stretch since 1990. F/M Investments' Alex Morris and Freedom Capital Markets' Jay Woods discuss.

Wall Street is debating whether the factors fueling the rally are stronger than those working against it. Clockwise Capital's James Cakmak and Milken Institute's William Lee lay out their views. Plus, shares of New York Community Bank are ticking up today after closing at their lowest level since 1997 on Friday. Mendon Capital's Anton Schutz discusses the outlook. And, Bank of America is raising its S&P 500 price target to 5,400 by year-end. New Street Advisors' Delano Saporu and Delancey Wealth Management's Ivory Johnson weigh in on the new trading week.

Small caps are coming off an impressive run in February, when it notched their best month since December. Goldman Sachs' Greg Tuorto explains. Plus, Japan's Nikkei is at another fresh record high. Neuberger Berman's Kei Okamura dives into whether this rally has more room to run. And, stocks in the U.S. have logged a fourth straight month of gains. Horizon Investments' Scott Ladner and Aureus Asset Management's Kari Firestone discuss.

The bitcoin rally is showing no signs of slowing down. Standard Chartered's Geoff Kendrick and Ranger Equity Bear's David Tice debate the currency. Plus, Salesforce has issued a weaker-than-expected forecast but is initiating a $0.40 dividend. BNP Paribas Exane's Stefan Slowinski dives into the quarter. And, Ozempic and other GLP-1 drugs have disrupted the weight loss industry. Barclays' Emily Field explains.

Alphabet continues to face backlash around its AI tool, just as Apple winds down its electric car efforts to focus on artificial intelligence. Big Technology's Alex Kantrowitz dives into the outlook for both companies. Plus, Salesforce reports fourth quarter earnings after the close. Annadale Capital's George Seay tees up the results. And, the major averages are on track for a fourth winning month in a row. Piper Sandler's Craig Johnson and Evans May Wealth's Elizabeth Evans discuss.

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets.

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets.

Magnificent 7 stocks continue to power the market higher as AI-enthusiasm shows no signs of waning. Laffer Tengler Investments' Nancy Tengler and Clockwise Capital's James Cakmak discuss. Plus, what investing opportunities do current global hotspots present? Control Risks' Cormac Mc Garry weighs in. And, stocks are coming off another round of fresh record highs. UBS' Mark Haefele and Pivotal Advisors' Tiffany McGhee explain.

Nvidia is surging after posting a 265% increase in revenue. Stifel's Ruben Roy discusses the quarter. Plus, it's been an incredible turnaround story for Carvana over the past year. RBC's Brad Erickson and Citizens JMP's Nicholas Jones debate the outlook. And, Palo Alto Networks is rebounding after dragging down the rest of the cyber space yesterday. Tenable CEO Amit Yoran describes what his company is seeing.

Wall Street is setting the bar sky high for NVIDIA earnings after the close today. Innovator ETFs' Tim Urbanowicz tees up the report. Plus, what's in store for the digital infrastructure market? Equinix CEO Charles Meyers weighs in. And, Goldman Sachs says hedge funds are reducing their exposure to all Magnificent 7 stocks except Amazon. Cetera's Gene Goldman and RBC Capital Markets' Amy Wu Silverman explain.

Walmart and Home Depot report earnings today, offering insight on consumer trends and inflation. SW Retail Advisors' Stacey Widlitz tees up the results. Plus, the 2024 presidential election is just 258 days away in what's been a growing focal point for investors. Citi's Dan Tobon explains. And, Goldman Sachs is boosting its year-end target for the S&P 500 to 5,200. The Carson Group's Ryan Detrick and Wall Street Journal's Gunjan Banerji discuss the impact on the markets.

Investors are getting another crack at inflation data today after January CPI rattled the markets. Bank of America's Aditya Bhave explains. Plus, there's a new red hot AI play seeing shares soar this year. Zacks Investment Research's John Blank gives the name to watch. And, what's ahead for the regional banking sector? OceanFirst Financial CEO Christopher Maher weighs in.

Fears of "frothiness" in the most valuable stocks in the market are growing. Cleo Capital's Sarah Kunst discusses. Plus, shares of Cisco are under pressure on weak guidance. Deutsche Bank's Matthew Niknam explains. And, ArcBest is launching its own AI-enabled logistics tool. ArcBest CEO Judy McReynolds describes the product.

January's hotter-than-expected CPI report could spell trouble for the Fed's next move. The Glenview Trust Company's Bill Stone and TD Securities' Gennadiy Goldberg discuss. Plus, high housing costs continue to be a stubborn problem for Americans. Mphasis Digital Risk's Jeff Taylor explains. And, the Dow is coming off its worst single session since March. Truist's Keith Lerner lays out what's ahead.

Inflation is front and center today as investors await the first CPI report of 2024. The Conference Board's Dana Peterson tees up the print. Plus, Coca-Cola is out with earnings this morning. UBS' Peter Grom gives his expectations. And, markets are coming off more fresh record highs. Bone Fide Wealth's Douglas Boneparth and ProShares Advisors' Simeon Hyman discuss.

The Kansas City Chiefs are the Super Bowl champions once again. Moffett Nathanson's Robert Fishman lays out the impact on streaming. Plus, the IPO sector is rocketing higher. Renaissance Capital's Avery Marquez explains. And, investors are awaiting a number of market catalysts this week, including January CPI tomorrow. Principal Asset Management's Seema Shah and Infracap's Jay Hatfield discuss.

The S&P 500 has crossed above the key psychological 5,000 mark for the first time ever. Fundstrat's Mark Newton and Hightower's Stephanie Link discuss. Plus, ahead of Super Bowl Sunday, companies are racing to jump on the advertising bandwagon. Accenture Song's David Droga explains. And, shares of Affirm are dropping sharply after a 10% run-up going into earnings. JPMorgan's Reginald Smith details the report.

Disney shares are rallying on strong earnings and upbeat guidance. UBS' John Hodulik explains. Plus, it's not just Disney facing pressure from activist investors. 13D Monitor's Kenneth Squire details the other companies impacted. And, the S&P 500's march to 5,000 is not only being powered by the Magnificent 7; it's also health care outperforming this week. Mizuho's Mara Goldstein discusses the sector.

Fox, Disney, and Warner Brothers Discovery are launching a new sports streaming service. Equity Armor Investments' Brian Stutland tees up Disney's earnings report. Plus, the IYT Transport ETF is coming off a fresh 52-week high. Bank of America's Ken Hoexter explains. And, Moody's has cut New York Community Bank's rating to junk. StoneX's Kathryn Rooney Vera and CIC Wealth's Malcolm Ethridge discuss the impact on the broader sector.

Tech stocks continue to outperform as the digital ad market shows signs of recovery. RBC's Brad Erickson explains. Plus, automakers are warning of sluggish sales and production cuts. S&P Global Mobility's Stephanie Brinley dives into the outlook. And, stocks are selling off as traders reassess the impact of "higher for longer" rates. Washington Crossing Advisors' Kevin Caron and Matrix Asset Advisors' David Katz discuss.

Tech is preparing for another milestone-making day. Hargreaves Lansdown's Sophie Lund-Yates explains. Plus, McDonald's reports earnings this morning ahead of a busy week for restaurant results. Bank of America's Sara Senatore gives her expectations. And, Fed Chair Jerome Powell is stressing that a March rate cut is unlikely. NewEdge Wealth's Ben Emons and Former Bridgewater Chief Investment Strategist Rebecca Patterson discuss.

Economists are expecting a modest hiring slowdown in today's jobs report. Citi's Veronica Clark lays out her expectations. Plus, shares of Apple, Meta, and Amazon are moving in different directions as investors digest their earnings reports. Big Technology's Alex Kantrowitz discusses. And, one area struggling to gain its footing is banks. Piper Sandler's Stephen Scouten explains.

The Fed has held interest rates steady for another month but signaled that March may be too soon for cuts. JPMorgan's Joyce Chang explains. Plus, Apple, Amazon, and Meta report earnings today. Albion Financial's Jason Ware tees up the results. And, today is the first day of Black heritage month. McKinsey & Co.'s Shelley Stewart lays out the current racial landscape.

Alphabet and Microsoft are lower following mixed quarterly results. YCG Enhanced Fund's Brian Yacktman explains. Plus, the latest Fed policy decision is out this afternoon. NatWest Markets' Michelle Girard gives her expectations. And, a Delaware judge has sided with an investor lawsuit against Tesla CEO Elon Musk. Cleo Capital's Sarah Kunst discusses.

The Federal Reserve begins its two-day policy meeting today. The New York Times' Jeanna Smialek previews the event. Plus, UPS reports earnings this morning. Deutsche Bank's Amit Mehrotra tees up the results. And, Microsoft and Alphabet kick off a busy week of tech earnings. Goldman Sachs' Gurpreet Gill and Freedom Capital Markets' Jay Woods discuss.

It's the busiest week of earnings season, with about 20% of the Dow and S&P 500 reporting. CFRA's Angelo Zino tees up the results. Plus, several tech companies are leading a recent wave of layoffs. Recruiter.com's Evan Sohn explains. And, an Iran-backed drone strike killed three American service members over the weekend. RBC Capital Markets' Helima Croft discusses the latest.

Today's core PCE report is the last look at inflation before next week's FOMC meeting. Citi's Steven Wieting explains. Plus, Intel shares are under pressure on light revenue guidance. Wedbush's Matt Bryson discusses the quarter. And, Tesla's move lower has wiped $80 billion of its market cap. Sanlam Investments' Hannah Gooch-Peters lays out the road ahead.

Tesla shares are under pressure after the EV maker warned for slower growth. Canaccord Genuity's George Gianarikas explains. Plus, LVMH reports full-year results today. Tema ETFs' Javier Gonzalez Lastra discusses the overall luxury sector. And, GDP is expected to show a slowdown during the fourth quarter. Van Lanschot Kempen's Anneka Treon and Rose Advisors' Patrick Fruzzetti break down the report's impact on the markets.

Netflix shares are surging after the company blew past expectations in its most recent earnings report. Wolfe Research's Peter Supino explains. Plus, investors are also awaiting results from Tesla. KKM Financial's Jeff Kilburg tees up the numbers. And, pressure is mounting on Boeing in the wake of the Alaska Air plug blowout. Jefferies' Sheila Kahyaoglu discusses.

Netflix reports earnings after the close today as investors await details on subscriber and revenue growth. Main Street Research's James Demmert tees up the results. Plus, the Dow has closed at a record high for the third time this year, topping 38K for the first time ever. Horizon Investments' Scott Ladner explains. And, the latest wave of earnings is set to be the key driver for the markets. Capital Wealth Planning's Kevin Simpson discusses.

Florida governor Ron DeSantis has ended his bid for the 2024 Republican presidential nomination. Raymond James' Ed Mills explains. Plus, United Airlines reports earnings today amid turbulence in the sector. Citigroup's Stephen Trent tees up the results. And, Japan's Nikkei continues to move higher, hitting a nearly 34-year high. Allspring Global Investments' Eddie Cheng discusses.

Congress has passed a third stopgap spending bill in the past four months to keep the U.S. government open. BCA Research's Matt Gerken explains. Plus, pre-orders for the Apple Vision Pro begin today. Albion Financial Group's Jason Ware and CNET's Scott Stein discuss. And, artificial intelligence has been dominating conversations at the World Economic Forum in Davos. Elastic CEO Ashutosh Kulkarni describes what his company is seeing.

Today marks one week since the public debut of nearly half a dozen Spot Bitcoin ETFs. 21 Shares' Ophelia Snyder explains. Plus, turmoil in the Red Sea continues as Pakistan and the U.S. launch new airstrikes in the region. DHL Global Forwarding's Casper Ellerbaek lays out how companies are being impacted. And, recent data are making some investors rethink the idea of the Fed cutting rates as soon as March. Howard Capital Management's Vance Howard and Charles Schwab's Jeff Kleintop discuss.

Fed Governor Christopher Waller says he's confident inflation is on a path to the 2% target but that there's no reason to rush monetary policy. Former Fed Vice Chairman Roger Ferguson explains. Plus, the price of natural gas is coming off its worst day since March on forecasts that demand will sink later this month. Energy Aspects' Amrita Sen gives her outlook. And, markets are looking to extend yesterday's losses. Chantico Global's Gina Sanchez, Potomac Wealth Advisors' Mark Avallone, and RBC Capital Markets' Amy Wu Silverman discuss.

Houthi rebels are continuing their attacks in the Red Sea despite airstrikes by the U.S. and its allies last week. Milken Institute's William Lee explains. Plus, 2024 may be the year of elections, with roughly half the world's population heading to the polls. Longview Global's Dewardric McNeal discusses the Taiwan election. And, Goldman Sachs and Morgan Stanley round out this season's big bank earnings. Essex Investment Management's Nancy Prial tees up the results.

The U.S. and UK have launched a series of airstrikes against Houthi military targets in Yemen. RBC Capital Markets’ Helima Croft explains. Plus, some of the country’s largest banks report earnings today. Argus Research’s Stephen Biggar discusses. And, Taiwan is holding presidential and parliamentary elections tomorrow. William Blair’s Vivian Lin Thurston tees up the events.

The key driver for the markets today is the release of the December CPI report. Moody's Analytics' Mark Zandi tees up the number. Plus, the SEC has approved the first Spot Bitcoin ETFs - ones that bulls are betting will draw in new investors into crypto. Bitwise CEO Hunter Horsley discusses the outlook for his company's ETF. And, stocks are rebounding after a rocky start to the year. AlTi Global's Nancy Curtin and CIC Wealth's Malcolm Ethridge explain.

The House returns from the Christmas recess today with less than two weeks to avoid a partial government shutdown. Strategas' Courtney Gelman explains. Plus, tech stocks are rebounding on renewed optimism over artificial intelligence. Wedbush's Dan Ives discusses. And, bond yields are back above 4% after retreating from that key level yesterday. Principal Asset Management's Seema Shah and G Squared Private Wealth's Victoria Greene dive into the impact on the markets.

Boeing shares are sinking after an in-flight blowout grounded most of the carriers planes. Jefferies’ Sheila Kahyaoglu explains. Plus, the JPMorgan Healthcare Conference kicks off this week. Barclays’ Emily Field tees up the event. And, what’s ahead for Apple following its worst week to start a year since 1982? Arete Research’s Richard Kramer weighs in.

The monthly jobs report is out this morning, with economists expecting employers to have added 170,000 jobs in December. Old National CEO James Ryan describes the hiring landscape in the banking sector. Plus, as market leadership broadens out, there may be a compelling case for small-caps. Alger’s Amy Zhang gives her top picks. And, stocks are set to snap a 9-week win streak. Waddell & Associates’ David Waddell and Wynsource Partners’ Bonawyn Eison discuss.

It’s been a rough start to the new trading year as the Santa rally fails to materialize. Former Bridgewater Chief Investment Strategist Rebecca Patterson gives her big investment idea for 2024. Plus, this week marks the beginning of the holiday returns season. FedEx VP of Commercialization Ryan Kelly explains what he’s seeing on the ground. And, what’s in store for the trading day ahead? Washington Crossing Advisors’ Kevin Caron and Hightower’s Stephanie Link weigh in.

Shares of Apple are coming off a 4 percent decline – their biggest drop in four months. Big Technology’s Alex Kantrowitz explains. Plus, we are less than two weeks out from the Republican Iowa Caucus. Stifel’s Brian Gardner discusses what’s at stake. And, today is the final trading day of the “Santa Rally” period. Fairlead Strategies’ Katie Stockton makes the case for one sector in 2024.

The government jobs report is out today at 830—we talk about what to expect and how investors can play the markets before and after. Plus, investors have been buying puts and calls in Robinhood stock, leading to some volatility. We speak with Susquehanna’s Chris Murphy about how big the options impact will be. And states didn’t expect tax cuts after this pandemic year, but they’re getting them—our own Ylan Mui has the numbers.

The chief operations officer of a Louisiana-based vaccine distributor joins us to discuss how demand for doses has increased in the past months. Plus, an analyst from Jefferies is on to talk about two gaming stocks he sees as buys. And Insider Buying is back! Brian has the top five stocks seeing the most insider action this week.

Lots of Covid policy updates have been evolving over the past 24 hours. We speak with Emory’s Dr. Carlos Del Rio about the impact. Plus, some people might be able to pay less in taxes on crypto after new regulation. Robert Frank has the latest. And certain market sectors continue to hit highs despite broader uncertainty. Our market panels weigh in on where to be positioned.

Noelle Acheson of Genesis Trading discusses the chances the SEC will sign off on a Bitcoin ETF, and the broader implications of the decision on the crypto industry. Plus, Former Target Vice Chairman and Toys "R" Us CEO Jerry Storch says if anyone wants to bet against the resilience of the consumer, he's willing to take the other side of that trade every time. And, CNBC's Sharon Epperson discusses the persistent pay gap for Black women, including in jobs that have been essential during the pandemic.

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. Anchored by Brian Sullivan, the program will prepare CNBC’s worldwide audience with a smart take on overnight U.S. news and live international market action.

The used car market is red hot right now. The President of Sonic Automotive, the nation’s fourth largest car retailer, joins to discuss the space. Plus, Chevron and Exxon earnings are out today, and the big news around the stocks have always been their dividends. We speak with JPMorgan’s Phil Gresh about his expectations. And Amazon results were big, but investors were less than impressed and brought down the stock. Loup Venture’s Gene Munster joins with his take.