Nightly Business Report

Kelly explains why the economy is running too hot for the Fed’s liking right now.

Kelly explains why it’s not worth sounding the alarm on the flattening yield curve just yet.

It’s being called the earnings season that reshaped Tech, and the “Dean of Valuation” joins us with the names he likes now. Plus, we’ll speak with the CEO of an under-the-radar mortgage company that actually *benefits* from rising rates. And, Simpler Trading Director of Options Danielle Shay joins us for “3 Buys & A Bail” – and you won’t believe the names she’s bailing on today.

Kelly sits down with Drew Elliott, the man behind "viral" hits like Kim Kardashian's famous Paper magazine cover from 2014. He shares his insight about how all brands and companies can grow their internet presence today--even ones that are less visual than MAC Cosmetics, where he is now global creative director. He talks about how brands have become networks, why being on TikTok is so important, how he's already thinking about the metaverse, and what "works" when making creative content for the internet.

Inflation came in way higher than expected today, and now economists are scrambling to catch up amid the biggest surge in 40 years. And we’re starting to see markets price in upwards of 6 rate hikes this year. We’ve got the latest data and what it means for markets. Plus, car prices have soared to unimaginable levels over the past year. But are they starting to turn for the better? We’ll speak with the Group 1 Auto CEO. And, in today’s Earnings Exchange: we’ll bring you the story, the action and the trade in Expedia, Affirm and Zillow with results on deck.

In today’s show we check in with legendary investor Bill Miller. We’ll get his thoughts on markets, the Fed, inflation, crypto & more. Plus, we’ll give you an under-the-radar reopening play that’s not a cruise line or travel company, but may still have plenty of pent-up demand. And, in today’s Earnings Exchange: we’ll bring you the story, the action and the trade in Uber, Disney and Twitter with results on deck.

The 10-year yield is closing in on 2% for the first time in nearly two years, while experts brace for another 7% CPI print tomorrow. We’ll look at why stocks are rallying in the face of all of this. Plus, Pfizer shares are dropping after earnings, falling short of forecasts despite surging vaccine revenues. We’ll speak to the CEO about all of it. And, in today’s Earnings Exchange: we’ll bring you the story, the action and the trade in Chipotle, MSG Entertainment & Lyft with results on deck.

It’s a new week, and we have a new set of challenges facing investors – mainly from the Federal Reserve. We’ll talk to David Zervos as yields hover at the top of their recent range, and as we await the CPI report later this week. Plus, Frontier is buying Spirit Airlines in a $6.8 billion deal. Will more – and bigger – airline M&A deals be next? We’ll explore. And, in today’s Earnings Exchange: we’ll bring you the story, the action and the trade in Pfizer, Take-Two Interactive & Coty with results on deck.

After this morning’s strong jobs report, the question now is: how many rate hikes from the Fed? We have brand new data which might surprise you. Plus, crude is spiking again, now above $92 per barrel. We’ll look at the impact $100 could have on the economy, if it gets there. And, we’ll bring you a Friday edition of “3 Buys and a Bail” after some of the wildest stock moves we’ve ever seen this week.

Kelly sits down with two very familiar faces to CNBC viewers: Jon and Pete Najarian. They discuss how they made their ways into the NFL, then wound up in the Chicago trading pits. Jon and Pete reveal the ups and downs in their careers, their thoughts on recent NFL controversies, and how they put made “unusual activity” their signature.

Meta’s big earnings miss has the stock on pace for its worst day ever, and dragging other social media names right down with it. We’ll take a hard look at the results & guidance. Plus, there’s plenty of nervousness about tomorrow’s big jobs report, with experts bracing for big declines due to Omicron. We’ll get an inside look at the labor market. And, in today’s Earnings Exchange: we’ll give you the story, the action and the trade in Amazon, Ford and Snap Inc. with results on deck after the closing bell today.

After two years of buying stuff and skipping experiences, is that trend about to reverse? We’ve got the numbers, and the market impact – from stocks to inflation. Plus, all of these new experiences mean a lot more flying and driving. Is there more room to run in oil & energy stocks? We’ll get some top picks for 2022. And, in today’s Earnings Exchange: we’ll give you the story, the action and the trade in Qualcomm, Spotify & Meta with results on deck.

Yields spiked this morning after the ISM Prices Paid Index reversed higher again – the last thing the Fed wants to see right now. But which tools will be more effective in battling it: rate hikes, or cutting the balance sheet? We’ll ask the experts. Plus, PayPal reports earnings tonight, and the stock is down 25% since it abandoned its pursuit of Pinterest. What can turn it around? We’ll explore. And, in today’s Earnings Exchange: we’ll give you the story, the action and the trade in Alphabet, GM & AMD with results on deck.

Kelly explains why investors should keep a close eye on the flattening yield curve.

Kelly sits down with Mark Douglas, CEO of MNTN, about the company’s “Creative as a Subscription” model, the big firms investing big money, how MNTN plans to change the future of TV advertising…and what it’s like to work with Ryan Reynolds.

The Nasdaq is trying to avoid posting its worst January ever, but headed for a doubt digit drop this month either way. Will February usher in a break from the selling and volatility? We’ll give you a list of names to buy right now. Plus, a lot of the shine has suddenly rubbed off on streaming stocks. Is the business model broken? We’ll debate. And, in today’s Earnings Exchange: we’ll give you the story, the action and the trade in NXP Semi, Exxon & UPS ahead of results.

Another topsy turvy trading session, with the Dow sinking more than 350 points before reversing and turning positive. The Nasdaq is higher at the moment, but still on pace for its worst month since October 2008. We’ll look at the key takeaways from tech earnings, and see how next week’s results could impact markets. Plus, Biotech has been a horrible bet lately, with the XBI & IBB ETFs both down around 20% this year. We’ll look at who looks like a “buy” here. And, after this week’s wild swings, our trader has 3 stocks to buy right now, and one to bail on as soon as you can.

There’s been volatile trading since the Fed’s meeting yesterday. Futures plunged, then stocks surged at the open, and now they’re losing gains. The Nasdaq is still on pace for its 5th straight down week, and we’ll speak with an expert who warns that tech still isn’t a buy. Plus, we’ll look at 5 key tailwinds for commodities that could give the sector a long-term boost. And, in today’s Earnings Exchange: we’ll give you the story, the action, and the trade in Apple, Robinhood and Caterpillar ahead of results.

We’re just an hour away from today’s big Fed decision, where Jerome Powell is expected to telegraph a rate hike in March. Is this a sell-the-rumor, buy-the-fact moment? Or could markets still be surprised to the downside? We’ll debate. Plus, Tesla reports earnings after the bell. The stock is down 10% this year, but Elon Musk might be back on the call. We’ll bring you a preview. And, after the selloff we’ve seen in markets, our trader has three stocks to buy on the dip, and one to bail on right now.

Markets are down once again, but above the lows from yesterday’s carnage. We’ll speak with an expert who has several oversold stocks that you can still buy here. Plus, billionaire investor Marc Lasry joins us live with his take on volatility, the Fed, rates and more. And, we’ll highlight Microsoft earnings on deck, pain for solar stocks and the great homebuilder debate.