Nightly Business Report

Kelly sits down with Jonathan Chaplin of New Street Research to discuss what the internet will look like over the next five to ten years and who the major players will be. What is the future of Comcast, Charter, Verizon, AT&T, T-Mobile, and Dish? Will Elon Musk's Starlink satellite internet play a major role, or not? Will Netflix and other streaming services stay independent or be possible acquisition targets by big tech? And what acquisition did Comcast just miss out on?

Kelly talks to Chargepoint CEO Pasquale Romano about the future of electric vehicles, the impact on his company—and society as a whole—and why the alternative energy space has been so beaten up as of late.

The historic market selloff rolls on, with January now on pace to be the 10th worst month ever for the Nasdaq. We’ll unpack the latest moves, and talk about some of the global pressures contributing to the selling. Plus, Peloton has in many ways been the posterchild of this selloff, and has had plenty of problems of its own. And now an activist firm wants to oust the CEO. We’ll bring you the latest details.

Stocks are in the red yet again, with the Nasdaq now having its worst month since November 2008. And now $1.3 trillion of expiring options are adding to the market anxiety. We’ll explain. Plus, Netflix is on pace for its worst day in nearly a decade, after Peloton’s plummet yesterday. Are these “pandemic darlings” sinking a good sign for getting back to normal? We’ll debate. And, in today’s edition of Earnings Exchange: we’ll prep you for Caterpillar, Intel and Tesla results with a huge week of reports ahead.

The ARK is rallying, Chinese stocks are flying, Semis are higher and FANG is nearly all in the green. Growth has been sold off hard, but we’ll talk to one expert who thinks growth stocks might be ready for a comeback. Plus, speaking of China – its central bank just cut rates, while most of the world is considering hikes. We’ll explain why. And, in today’s edition of Earnings Exchange: we’ll give you the story, the action & the trade in Schlumberger, Netflix & CSX with results on deck.

The Nasdaq is officially in correction territory, down 10% from its recent highs thanks to a more hawkish stance from the Fed. And despite the stock market pain, many analysts believe they still must tighten aggressively. We’ll discuss. Plus, the chip stocks continue to get crushed, with nearly all of them lower so far this year. How much more downside might there be? We’ll explore. And, in today’s edition of Earnings Exchange: we’ll give you the story, the action & the trade in the airlines & Alcoa results on deck.

Kelly talks to Mark Campanale, the founder and executive chairman of the Carbon Tracker Initiative. Mark explain why he thinks oil prices will ultimately head much, much lower; what kind of future returns investors should expect from Exxon and the other oil and gas majors; and the key metric to watch for when oil prices start to turn bearish. He also gives his best "ESG" investing advice--and why to avoid many of the funds.

The 10 year yield is driving toward 2%, and that’s pushing the Nasdaq nearly 10% below its November peak. We’ll reveal the best investing approach right now. Plus, video games are among the top performers today after Microsoft’s surprise bid for Activision Blizzard. We’ll explore all aspects of the blockbuster deal. And, in today’s Rapid Fire: after another rough day for earnings, we’ll look ahead to some key companies set to report tomorrow, and whether or not the trend continues.

Kelly sits down with Toby Rice, the CEO of EQT Corp., the biggest natural gas producer in the country. We talk about his career journey, from starting his eponymous firm with his brothers, to selling to EQT and later coming back--after a proxy battle--as CEO of the company in 2018. We look at why natural gas prices are so much higher in New England than other parts of the country, what can be done to solve that, and where the natural gas industry is headed. Toby also explains why he believes natural gas offers the best opportunity in the near term to confront climate change.

Earnings season is starting off on the wrong foot, as Financials – one of the best performers of the new year – are now dragging down the Dow. We’ll look at what went wrong for the banks, and what it means for the inflation trade, too. Plus, the Nasdaq jumped at the open before falling back. We’ll give you tips on how to ride out the volatility in the Tech trade right now. And, in today’s Rapid Fire: we’re shopping for bargains. We’ll bring you 4 stocks that are down big this week, and explain if it’s time to buy or bail!

A strong session today for reopening trades, while Tech is on track to break a 3-day winning streak. We’ll give you 3 stocks to buy in this rising rate environment, and gauge how much pain lies ahead Tech stocks. Plus, are people leaving the workforce, or are they actually starting companies of their own? We’ve got the data. And, in today’s Rapid Fire: we’ll bring you the trades in Banks, Toys, Rental Cars & Online Dating.

The word of the day is Inflation, with the CPI posting its biggest jump in 40 years. And yet markets aren’t selling off, and bond yields are actually lower. We’ll look at what the real story is here. Plus, can EV makers get the costs to make them down low enough to please customers AND bankers? We’ll explore. And, in today’s Rapid Fire: travel troubles, payment problems and the craze over Crocs.

The Nasdaq is rallying back today, just as Fed Chair Jerome Powell testifies before the Senate. Are the two connected? We’ll discuss. Plus, could Jamie Dimon be a factor? His bullish remarks on our show are also being cited as turning sentiment. Is the ‘great rotation’ over? We’ll debate. And, in today’s Rapid Fire: Twinkies, Donuts, Chips, and a potential red flag for bitcoin & the crypto craze.

Another tough day for Tech, as the Nasdaq sinks below a key technical level, down 10% from recent highs. Is it Goldman Sachs’ fault? The bank is now forecasting 4 rates hikes this year. We’ll get latest on the Fed & the fallout. Plus, it’s been one year since ‘Meme Mania’ consumed markets. We’ll look at the biggest winner & losers since then. And, J.P. Morgan Chase Chairman & CEO Jamie Dimon joins CNBC to discuss his 2022 outlook for markets, rates, Covid & more.

The jobs reports disappointed once again, though the unemployment rate fell below 4%. So do we have a strong labor market or not? We’ve got both sides of that debate covered. Plus, Bitcoin just hit its lowest level since September, but drops like these have happened before. Will it bounce back like always? We’ll explore. And, in today’s Rapid Fire: Gamestop’s NFT plans, the software surge and who’s ahead in AR?

Is the Tech selloff already over, or just taking a rest? We’ll speak with the “Dean of Valuations” about where he sees value in these markets. Plus, the labor market is so strong that it’s brining the Fed off the sidelines. Will tomorrow’s jobs number keep that narrative intact? We’ll debate. And, in today’s Rapid Fire: where Wall Street sees value in some hard hit stocks, including Bed, Bath & Beyond.

The great dispersion continues into the third trading session of the year. High multiple stocks are suffering, while low multiple stocks outperform. Plus Value outperforms Growth, and Industrials outperform Tech. Should you chase these moves, or fade them? We’ll discuss. Plus, the last remaining Blackberry phones went dark yesterday, as the company pivots to its software business. We’ll talk to the CEO about the next chapter. And, we’ll highlight the afternoon action in markets. We’ve got the story & the trade in Intel, AT&T and Beyond Meat.

Energy & Financials are flying, Tech is tanking and bond yields are strengthening. All this as a formerly dovish Fed official just got a little more hawkish. We’ll reveal the biggest threat to the market rally right now. Plus, Disney was the worst stock in the Dow last year, but Wells Fargo just named it a top pick anyway. We’ll speak with the analyst behind the call. And, in today’s Rapid Fire: betting on Amazon, beating bitcoin, and being Adam Neumann.

Markets are trying to start the year with gains, though some analysts are concerned valuations are too high coming off last year. But is the market actually *cheaper* now? We’ve got the numbers. Plus, bond yields are popping right now, as the morning breakout gains more stream. We’ll look at the global bond selloff & other trends to watch in 2022. And, in today’s Rapid Fire: analysts are placing their bets. We’ll look at four top picks for the year ahead across four different sectors.

Everyone is expecting the Fed to raise rates next year. But what if that doesn’t actually happen? Why one strategist says rate hikes could be off the table completely for 2022. Plus, we’ll take a look at what’s next for bitcoin, NFTs and the rise of ‘DeFi’ as the crypto craze rolls on. And, in today’s Rapid Fire: will energy get hot again? Can the stay-at-home trade rebound? And what do you do with FAANG?