CNBCOvertime @CNBCOvertime Twitter profile

Pinned Tweet

CNBCOvertime

@CNBCOvertime

2 years

Missed the show? Check out our podcast! Link in bio.

273

38

196

Last Seen Profiles

@mgxine

@Mills4Humanity

@Houthi_master

@Bandygrass

@MayankIs

@fatya_ktsr

@Strykewitch

@FieldClown

@realdavesommer

@FP_Crypto

@fujiwalabo

@SMirwaldt

@LqjJ9WLRvLnqC5l

@citcmancity

@GerryRitzMP

@GrayZoneWarfare

@10juta_

@sahburner

@PTPGOfficial

@ArnaldoYanier

@LuvDoctorWho

@EL_LadyMustangs

@yojimmykim

@BryceJThompson5

@jordynwoods

@AbwywnsAlbhyry

@TK_Foundation

@abw_alhsan_

@hinoyoi

@hammzah112

@SphinxKebabs

@zydm91887

@AAlmahde3

@LeoMargets

@Jacob

@lylymhdyalamry1

CNBCOvertime

@CNBCOvertime

2 years

ICYMI: Wharton Professor Jeremy Siegel fired up on @HalftimeReport over the Fed. We're going to break it all down on Overtime. Tune in at 4PM ET!

235

425

2K

CNBCOvertime

@CNBCOvertime

1 year

. @GarryTan CEO of @ycombinator calling the SVB fallout an "extinction level event for startups" "These depositors will not survive weeks or months without some sort of plan from the govt." $SVIB #SiliconValleyBank #startups

539

438

1K

CNBCOvertime

@CNBCOvertime

2 years

"These are almost Cinderella-type numbers relative to some of the fear going in," says @wedbush 's @divestech on $TSLA earnings results.

28

170

941

CNBCOvertime

@CNBCOvertime

2 years

Major bear Cantor Fitzgerald's Eric Johnston says he's turned tactically bullish and predicts a Q4 "sharp rally"

139

176

898

CNBCOvertime

@CNBCOvertime

1 year

"There is no doubt in my mind that Twitter will operate better with 25% of the employees than the company was operating at before," says @altcap on @elonmusk leadership at $TWTR. "We need these companies to be efficient."

55

93

822

CNBCOvertime

@CNBCOvertime

1 year

Why @fundstrat says the S&P 500 will hit 4,800 by year-end

180

105

812

CNBCOvertime

@CNBCOvertime

1 year

Why @fundstrat says stocks could rally more than 20% this year, despite the latest #Fedspeak

156

118

791

CNBCOvertime

@CNBCOvertime

2 years

"I think the bear market is over." @jimcramer makes a bold call in tonight's Talk of the Tape.

316

136

706

CNBCOvertime

@CNBCOvertime

8 months

"There's no way we can be sustainable as a company," says @Ford CEO Jim Farley if they paid what the UAW is demanding $F @Lebeaucarnews @UAW

731

112

676

CNBCOvertime

@CNBCOvertime

2 years

What's the best bet in autos right now?

Tesla

3857

GM

238

Ford

499

Rivian

185

125

132

645

CNBCOvertime

@CNBCOvertime

2 years

Why @fundstrat says there's "still a positive surprise coming" for the markets

118

103

612

CNBCOvertime

@CNBCOvertime

1 year

"I am very disappointed in the Fed," says Wharton Professor Jeremy Siegel. "They started tightening way too late. I think they're loosening way too late...I think it's finally going to get through to them...that most of their battle is behind us."

89

75

563

CNBCOvertime

@CNBCOvertime

9 months

"I think it's still a 'show me' stock and you have another quarter or two before you can think about the worst is behind them," says @barbara_doran1 on $QCOM's EPS beat and revenue miss, adding that smartphone shipments may not be showing signs of recovery any time soon.

3

4

14

CNBCOvertime

@CNBCOvertime

2 years

This trade is "almost a no-brainer here," says Tom Lee of @fundstrat .

64

62

513

CNBCOvertime

@CNBCOvertime

1 year

"The potential for stocks to rally today is the best it's been in all of 2022," says @fundstrat . "Inflation is significantly weakening...that means the Fed may not have to be as aggressive as the Fed believes it has to be..."

79

64

507

CNBCOvertime

@CNBCOvertime

2 years

"One of the most important inflections that has already taken place...is that inflation has peaked. I don't think the August CPI report has changed that," says @fundstrat .

93

74

483

CNBCOvertime

@CNBCOvertime

2 years

"They've done enough. It's time to wait," says Wharton Professor Jeremy Siegel on the Fed.

56

79

477

CNBCOvertime

@CNBCOvertime

1 year

Why @fundstrat thinks "maybe the last [Fed] hike is going to be December"

90

45

465

CNBCOvertime

@CNBCOvertime

2 years

"We’ve probably made the low for the first half of 2022," says Tom Lee of @fundstrat . Here's what he's expecting for stocks in the months ahead.

60

75

459

CNBCOvertime

@CNBCOvertime

1 year

"It's been dark days for $TSLA," says @DivesTech on @elonmusk . "This is a fork in the road the next 3-6 months because bloom is coming off the rose. Even for huge defenders like ourselves, it has just been what I view as a train wreck situation."

91

66

439

CNBCOvertime

@CNBCOvertime

1 year

"The Fed that caused the inflation by expanding liquidity greater than any other time in history is basically [saying], 'We're not going to let you catch up to the inflation that I caused.' That's a slap in the face to the American worker," says Wharton's Jeremy Siegel.

78

75

430

CNBCOvertime

@CNBCOvertime

1 year

It's kids day at the @NYSE ! @SaraEisen was joined on set by two very special guests to help wrap the trading day, Samuel and Harrison!

27

26

427

CNBCOvertime

@CNBCOvertime

1 year

"I don't even think the #Fed would have to cut [rates]," says @fundstrat on the potential for a 20% rally this year. "Once they pause...it raises the bar for them to start hiking again. I think that the #bond market would interpret that as the start of a cutting cycle."

87

53

421

CNBCOvertime

@CNBCOvertime

2 years

"A lot of people are ignoring a tremendous drop in the number of hours worked per week," says Professor Jeremy Siegel on why June jobs report is weaker than it looks. "Even though the headline number looked decent ... what I saw underneath there showed a lot of weakness."

34

101

419

CNBCOvertime

@CNBCOvertime

2 years

"The Fed has the market doing its work for it which means investors don't have to worry about hawkish surprises," says @fundstrat on why he feels better about the market. "Tech is cheaper than it was in 2003 after the dot-com ... there's a lot of upside surprise."

71

60

404

CNBCOvertime

@CNBCOvertime

2 years

"We are now getting into a situation where this is a really good investing environment," says @Downtown

88

57

398

CNBCOvertime

@CNBCOvertime

2 years

Why @downtown is predicting a "rip your face off rally" going into Wednesday's FOMC meeting

74

61

384

CNBCOvertime

@CNBCOvertime

2 years

"The Fed is your friend. The nonsense has to stop." Ritholtz CEO @Downtown and Tom Lee of @fundstrat unpack what the central bank's increased hawkishness means for stocks.

67

64

378

CNBCOvertime

@CNBCOvertime

2 years

"The bull case has been really bloodied this year. It's been three quarters of disappointing market performance ... I think a lot of these headwinds that have been really tough on stocks, the odds are going to favor a big turn in Q4," says @fundstrat on his bull thesis.

142

44

387

CNBCOvertime

@CNBCOvertime

2 years

Despite the market volatility, @fundstrat says he's not wavering at all in his bullish outlook for the second half of the year.

83

52

377

CNBCOvertime

@CNBCOvertime

5 months

Small caps could climb 50% over the next 12 months -Tom Lee @FS_Insight @Fundstrat

17

56

380

CNBCOvertime

@CNBCOvertime

1 year

"The $TSLA selling I think is extremely well-advised. I would get out of the way of this thing," says @WilliamCohan

104

77

364

CNBCOvertime

@CNBCOvertime

1 year

. @SpaceX readies #Starship for its first orbital test flight Starship is @ElonMusk 's vehicle to carry people and cargo to Mars, it's also contracted with @NASA to land astronauts on the moon, and fully reusable The launch could happen as soon as Monday @MorganLBrennan reports

38

63

331

CNBCOvertime

@CNBCOvertime

1 year

"I truly believe that ultimately 70% of this [Tesla] sell-off is really Musk-Twitter train wreck driven, rather than core fundamentals," says @DivesTech

108

62

341

CNBCOvertime

@CNBCOvertime

2 years

Cantor Fitzgerald's Eric Johnston makes his case for why he thinks inflation is "firmly falling" based on home price data:

62

72

345

CNBCOvertime

@CNBCOvertime

1 year

"Next week is critically important," says Wharton Professor Jeremy Siegel on the upcoming FOMC meeting. "We have to get no more than 25 basis points. 50 would be, I think, a disaster."

59

66

338

CNBCOvertime

@CNBCOvertime

1 year

"I think it's likely the #Fed is actually going to cut rates in the second half of the year," says Wharton Professor Jeremy Siegel

55

62

341

CNBCOvertime

@CNBCOvertime

2 years

Trouble on Tax Day and a possible "panic move"... is Tom Lee of @fundstrat suddenly getting less bullish? He breaks down his latest market calls.

35

51

326

CNBCOvertime

@CNBCOvertime

5 months

"Small caps could really be the leading group next year," predicts @fundstrat , adding that falling inflation could unlock a lot of "pent-up demand for consumers as mortgage rates fall, but also for capital spending," a type of economic momentum he says favors small cap stocks.

18

60

318

CNBCOvertime

@CNBCOvertime

2 years

"People are pricing in a calamitous scenario and that's when stocks can start to rally." Tom Lee of @fundstrat lays out his bull case for the second half of 2022.

27

46

313

CNBCOvertime

@CNBCOvertime

7 months

"I'm very confident we're going to have a nice rally into year end, much higher from where we are now....I don't know when it starts...we're in a rocky period," says @fundstrat Tom Lee @JonFortt @CNBC

40

49

317

CNBCOvertime

@CNBCOvertime

2 years

"In my opinion, it's one of the most transformational, disruptive tech names for the next 3 to 5 years," says @DivesTech on $TSLA

25

52

300

CNBCOvertime

@CNBCOvertime

2 years

Elon Musk reportedly seeking new Twitter financing is "a positive all around," says Wedbush's @DivesTech . $TWTR $TSLA

18

47

291

CNBCOvertime

@CNBCOvertime

1 year

"We're seeing very high levels of investor cash," says @MarkNewtonCMT . "That makes me think that we are in very much a bull market that can continue...I think the lows were put in in October."

64

62

296

CNBCOvertime

@CNBCOvertime

1 year

"This is going to go down as just a historically horrific move for @elonmusk that now he needs to course correct, otherwise this is just going to continue to fester," says @DivesTech

38

43

291

CNBCOvertime

@CNBCOvertime

2 years

"We are going to have a crash landing if [the Fed] doesn't slow it down," @jimcramer warns after a rough day for stocks.

115

71

280

CNBCOvertime

@CNBCOvertime

1 year

"We have reinvented computing for the first time since IBM system 360," says @Nvidia CEO Jensen Huang #AI $NVDA @jonfortt

38

121

281

CNBCOvertime

@CNBCOvertime

1 year

"My projection is a 15% increase [for the S&P 500 in 2023]," says Wharton Professor Jeremy Siegel. "More important than profits is lowering the interest rate...by the end of next year...I think we might see a 2-3% Fed funds rate."

46

36

281

CNBCOvertime

@CNBCOvertime

2 years

With markets continuing to slide, investors want to know: are we nearing a bottom? Billionaire investor Lee Cooperman tells @scottwapner why he sees no evidence of a bottom just yet.

82

60

260

CNBCOvertime

@CNBCOvertime

1 year

$TSLA shares falling for the 7th straight day today. The stock is now on track for its worst month, quarter and year ever. "Musk set off the 5-alarm fire...and now the demand [is] the second leg...that one-two punch is really a perfect storm for #Tesla stock," says @DivesTech

57

46

260

CNBCOvertime

@CNBCOvertime

1 year

"A bear market ends when the market doesn't go down on bad news. We've had a string of bad news for the past 6 months and the stock market is almost 20% higher," says @fundstrat Tom Lee @JonFortt #recession #inflation #bullcase

41

48

269

CNBCOvertime

@CNBCOvertime

2 years

"Bitcoin is acting far better than people expected," says @fundstrat on sticking with #btc . "It's a risk-on asset so to the extent the Nasdaq and Bitcoin rally, it's helping us be more comfortable that the market has already bottomed."

76

54

245

CNBCOvertime

@CNBCOvertime

2 years

"We need to manage the supply crisis," says MBF Clearing Corporation's Mark Fisher. "The only way inflation comes down in the long run is if we go ahead and create more energy, better food, more housing and lower health insurance costs."

33

49

249

CNBCOvertime

@CNBCOvertime

1 year

"I think it's going to be a massive bounce back," says @DivesTech on #tech this year. "We've talked about tech stocks overall [going] up 20% and big tech up above that...Overall tech I believe right now is as under owned as I've seen...going back to 2009 and maybe 2002."

24

34

254

CNBCOvertime

@CNBCOvertime

1 year

"The three biggies next week: retail sales...FOMC...CPI. If we could get through those and we get that breadth thrust in the internals, we could rip into the end of the year," says @Downtown

86

22

224

CNBCOvertime

@CNBCOvertime

1 year

Why @MarkNewtonCMT says the bear market lows are "likely in place" and why he's now calling for a year-end S&P target of 4,500

76

44

252

CNBCOvertime

@CNBCOvertime

2 years

"I'll bet stocks over any of this fixed income," says Professor Siegel. "I think the yields will go down, but you're going to get a bigger bang for your buck in the stock market."

16

32

246

CNBCOvertime

@CNBCOvertime

2 years

. @RitholtzWealth @Downtown forecasts a "negative wealth shock" as the effects of higher inflation continue to rock markets.

49

50

240

CNBCOvertime

@CNBCOvertime

2 years

"When this market gets a whiff that the Fed is almost done, the first reaction is that we are going to have a sharp rally," says Johnston.

35

37

235

CNBCOvertime

@CNBCOvertime

2 years

"Unlike every pretext for the past few months where commodity prices were soaring and inflation expectations were soaring," says @fundstrat , a lot of these are stabilizing or rolling over...this is putting Fed in a position...to [be] more measured. That's a huge deal for markets"

28

31

238

CNBCOvertime

@CNBCOvertime

2 years

"The toughest group right now to own is the stay-at-home stocks," says Tom Lee of @fundstrat .

22

26

236

CNBCOvertime

@CNBCOvertime

1 year

A bold call for 2023 from @fundstrat who says there's an outside chance the Fed might not raise rates at all next year. "I actually think the run rate for inflation into the first half of next year can be even below 2%."

132

35

243

CNBCOvertime

@CNBCOvertime

11 months

"I think investors should still view this year as full of opportunities...we're going to see a real expansion of market breadth...green light for cyclicals to rally" says Tom Lee @fundstrat @jonfortt @MorganLBrennan #rally #fed #inflation #bull

36

41

228

CNBCOvertime

@CNBCOvertime

5 months

We ask @FS_Insight 's Tom Lee where he sees opportunity over the next 12 months @Fundstrat @JonFortt

12

47

227

CNBCOvertime

@CNBCOvertime

2 months

"AI, actually, is the most important technology that we've seen over the last 50 years, arguably the most important," @AMD CEO Lisa Su told @JonFortt . "I do see a place where we are going to see tremendous growth over the next 3, 4, 5 years." $AMD

22

51

229

CNBCOvertime

@CNBCOvertime

1 year

Tesla shares falling nearly 10% today after reporting last night, investors concerned about margins as the company continues to cut prices But that's not fazing @ARKInvest @CathieDWood She expects Tesla to hit $2000 a share by 2027 @JonFortt @MorganLBrennan

105

35

221

CNBCOvertime

@CNBCOvertime

4 months

"We're going to be back to business as usual relative to the performance of miners versus MicroStrategy versus spot Bitcoin and the spot Bitcoin ETFs once things settle out over the next 30 or 45 days," says @MarathonDH CEO @fgthiel on market repositioning and activity today.

19

55

220

CNBCOvertime

@CNBCOvertime

2 years

FANG stocks top the shopping list for Tom Lee of @fundstrat . Here's why he thinks the group could see the biggest moves on a rebound.

44

36

204

CNBCOvertime

@CNBCOvertime

2 years

"The second half is going to really be a story of how quickly inflation cools," says @fundstrat . "I just think the risk/reward is so much stronger."

55

32

207

CNBCOvertime

@CNBCOvertime

1 year

Goodbye @megtirrell and good luck in your next adventure. You will be missed here at @CNBC !! @MorganLBrennan @jonfortt

19

16

211

CNBCOvertime

@CNBCOvertime

1 year

"We are late-stage economic cycle," says @BrynTalkington . "Every single recession over the history of the United States has been preceded by either an oil shock, Fed tightening, or an inverted yield curve. We've had all three this year."

17

33

209

CNBCOvertime

@CNBCOvertime

2 years

"I've been talking about this being a bear market since February," says @downtown . "Here we are in the middle of May, the damage is way worse than anything we saw in 2018...until everyone can agree, 'hey this is the real thing,' I don't see how we bottom."

68

32

210

CNBCOvertime

@CNBCOvertime

2 years

"[In] September and October, all hell could start to break loose," says @Downtown . "If you are a believer that quantitative easing has given us a great bull market and given us these V-shaped recoveries...then you can't believe that the opposite is also not true."

36

28

208

CNBCOvertime

@CNBCOvertime

4 months

"We're all for it," says @CathieDWood on @ElonMusk suggesting he wants 25% voting control at @Tesla before fulfilling #AI goals at the company. @MorganLBrennan $TSLA @ARKinvest

19

34

211

CNBCOvertime

@CNBCOvertime

6 months

Yesterday marked the busiest air travel day ever according to the TSA @JonFortt asks Transportation Secretary Pete Buttigieg about how the airlines software systems are faring - after the many breakdowns we saw over the past several months @secretarypete @usdot

5

39

209

CNBCOvertime

@CNBCOvertime

1 year

It's just a matter of time before the consumer rolls over, warns New York Life Investments' Lauren Goodwin. Here's what she's watching as we countdown to tomorrow's CPI report.

54

32

199

CNBCOvertime

@CNBCOvertime

1 year

The Fed will be 90%-100% of the way done with its objective after its December 14th meeting – and that could prove bearish for stocks, warns Cantor Fitzgerald's Eric Johnston. He explains.

50

29

201

CNBCOvertime

@CNBCOvertime

2 years

Why @yardeni is calling for a 15% market rally that will take the S&P back to August highs by year-end

25

28

199

CNBCOvertime

@CNBCOvertime

1 year

Tom Lee of @Fundstrat gives us his reasons why he remains constructive in the intermediate term #inflation #fed #powell

74

28

198

CNBCOvertime

@CNBCOvertime

5 months

"Financials really haven't gotten a break since '09," says @fundstrat on his favorite large-cap sector. He points to several factors that lend to the sector doing well in 2024, including pent-up demand and falling rates which he says would be "very good for financial stocks."

11

23

188

CNBCOvertime

@CNBCOvertime

2 years

Was today's market turnaround enough to tip us into rally mode? Tom Lee of @fundstrat reveals how he's navigating a tough setup for stocks.

30

25

190

CNBCOvertime

@CNBCOvertime

1 year

"The bond market futures have agreed with the Fed, they've listened. The equity market is still not quite listening," @LizYoungStrat . "The equity market is listening to the data about the consumer...at some point savings run dry and wage growth is falling...debt is piling up."

42

19

192

CNBCOvertime

@CNBCOvertime

1 year

"In the early innings of a bull market you always see the market run without any fundamental reason why," says G Squared's Victoria Greene. "It does look like this rally does have some legs and you can't fight some of the tape right now."

52

27

190

CNBCOvertime

@CNBCOvertime

1 year

"There is very little upside to this market," says Cantor Fitzgerald's Eric Johnston. "In terms of earnings estimates, the chance that they go up from here is extraordinarily unlikely...in terms of the multiple...what is the argument for a higher multiple than 17x...?"

51

27

189

CNBCOvertime

@CNBCOvertime

2 years

Here's what could lie in store for tech with rates on the rise, according to Tom Lee of @fundstrat – and what he's labeling "the safest place to put money today."

26

31

188

CNBCOvertime

@CNBCOvertime

1 year

Despite today's action @Fundstrat 's Tom Lee remains bullish "The reason we're constructive has a lot to do with leading indicators showing us that #inflation could be a lot softer..."

66

25

187

CNBCOvertime

@CNBCOvertime

1 year

Wharton Professor Jeremy Siegel on why he thinks 2023 might be "much better than we fear." "I've never seen so much bearishness," says Professor Siegel. "When everyone's on one side I get wary. I think there might be some real surprises next year."

31

29

181

CNBCOvertime

@CNBCOvertime

1 year

"Crypto is caught up in a really dark period," says @fundstrat . "Crypto is going to be tough to own, it's really only for the brave. But I think it is going to come back."

27

178

CNBCOvertime

@CNBCOvertime

2 years

"We're finally ticking the boxes of earnings falling apart. We've been waiting for this to happen ... there's usually a sequence of events," says @LizYoungStrat . "First the market goes. Then earnings go. Then the economy goes.

22

24

183

CNBCOvertime

@CNBCOvertime

2 years

Why @MarkNewtonCMT says we could see a major market downturn in the coming weeks:

26

30

177

CNBCOvertime

@CNBCOvertime

2 years

After a turbulent week for tech stocks, @Wedbush @DivesTech says the current market climate is a “generational buying opportunity in tech”. "Relative to growth, we view now as the time for the names that we talk about in our tech playbook to own them."

22

21

177

CNBCOvertime

@CNBCOvertime

2 years

"The main thing to keep in mind is we have never had an inflation spike that was cured by anything other than a recession," says @Downtown

21

28

179

CNBCOvertime

@CNBCOvertime

2 months

. @PalantirTech shares rising more than 9% on news it will become a prime contractor for the US Army's Titan program to build an AI enabled vehicle. "It's another manifestation of how AI is changing the face of warfare" - Palantir CTO Shyam Sankar $PLTR @MorganLBrennan

11

21

177

CNBCOvertime

@CNBCOvertime

2 years

This "would be a very attractive level to buy dips" in Apple, Fundstrat's @MarkNewtonCMT says. $AAPL

39

29

170

CNBCOvertime

@CNBCOvertime

11 months

"Anduril wants to be where the country's needs are," says Anduril Founder @PalmerLuckey on the recent acquisition of missile motor maker Adranos. @anduriltech @MorganLBrennan #rockets #defense #nationalsecurity

7

19

169

CNBCOvertime

@CNBCOvertime

1 year

"The risk-reward in owning equities is very poor," says Johnston. "Once we get down to the 3600-3500 area...that's something that I'll be reassessing...I think we're going down to the low 3000s and I think it likely occurs in the first half of the year."

36

27

167

CNBCOvertime

@CNBCOvertime

2 years

"I look at liquidity, the money supply. I've never seen a deceleration and a decline for March, almost record, in the post-War period," says Professor Siegel. "This is, to me, playing with fire in terms of what could happen to the economy."

10

34

167

CNBCOvertime

@CNBCOvertime

2 years

Why @RyanDetrick says "this could be the start of a pretty decent-sized end-of-year rally"

34

23

174

CNBCOvertime

@CNBCOvertime

2 years

"You want to be an investor and buy stocks in bear markets," says Requisite's Bryn Talkington. "I don't think sitting in cash, waiting for some bell to ring, is a strategy. You're going to miss it because stocks will turn higher well ahead of the negative news being over with."

21

16

169