karen finerman, dan nathan and guy adami. records fall on wall street as stocks soar to all-time highest it's the move montana bond market that has us talking we'll toll you what happened in bondland that hasn't happened since president trump won the election plus the one stock to play, gap, zillow stocks making moves after hours. we'll break down the action. we begin with these stocks to watch pont disney shares jumping after the media giant reported better than expected earnings. cnbc julia boorstin sat down with the ceo bob iger. joins us with the latest julia. >> melissa, that's right dips disney beat revenue and earnings driven by success at the parks and studio the big news is about disney's big bet on streaming with disney plus launching tuesday bob iger announcing in the interview that they have a

our traders on the desk steve grasso brian kelly pb dan nathan and guy adami. tonight lion gate vice chairman michael burns breaks down the company and streaming wars a big week for bonds and the chart master has one chart that he says could be a perfect buying opportunity and later we'll reveal today's mystery chart down more than 4% this week. hmm? bk has hope for it yet we'll find out why he is optimistic but beginning with earning season things may wind down but for retail heating up next week getting results from wal-mart and jcpenney then kicking into high gear barreling toward black friday. is there a giant moment of truth for the consumer. >> everybody says about the healthy of the consumer. never underestimate the u.s. consumer want to spend doesn't mean they should be spending they have jobs that's great as long as the stock market goes higher every day whether people have a dollar or not in it they will spend money because they feel the economy is doing better that's the calculus i make with the all-time high in the stock market i think the consumer

tlt, as in bonds and that strange sensation, that's dan nathan's bullish call he'll explain. plus --

dan nathan alluded to it a few weeks ago. schwab was genius, cut rates to zero watched the keters go to zero in terms of stock td amerd trade went from 50 to 32 in a straight line. and then making this announcement they are probably buying the stock or company at levels they wouldn't have been able to buy them a month or so ago good for them. this makes schwab a huge forepersons in the business. and the play. >> they are a force. >> even more so now. en and quickly i think people say e-trade next to go not so fast. there is room on the downside. the second derivative play, morgan stanley, for example, i think you see in my opinion -- injury you see advisers sort of flee the wire houses more so than they have and go to names like this to hang the shingle, do their thing, get paid more, own their business i think this could be really negative for morgan stanley. it wasn't today. it could be. >> what is charles schwab buying what would they be buying. >> matt levin at bloomberg he had a good piece out saying schwab broke ameritr

. >> captain dan nathan has ha combat plan if this retailer takes a dive around earnings >> plus. >> i thought you might put a volatile psycho path on the job. >> we put a level headed make khouw to work. but he plan to prepare for volatility it's time to risk less and make more "options action" starts now. >> let's get to it health care getting a boost as president trump announced a new plan eamon javers has the latest from d.c. eeme >> melissa, the president spoke in the roosevelt room at the white house today to rollout what this administration is doing on health care transparency the president views this as a political win because a lot of people around the country agree with him that this is a kind of a shady area pricing pat hospitals. you don't have any idea what all the different procedures you're getting necessarily cost the president wants to change that here is what he would do president president saying that hospitals will now have to reveal discounted rates that they negotiate with insurers they have to disclose prices on about 300 different services that you would sched

controversy after a report about a big bet from the world's biggest hedge fund dan nathan outlines how to play it from home then >> therenergy >> carter worth is looking at one stock from that sector that could be coming back from the dead plus -- if you thought that was a crushing scene, you should have seen what happened at the tesla cyber truck debu

karen finerman dan nathan and guy adami tonight on fastest another bruising for boeing. in after regulators called for a redesign of the 737 jet. the engines will the company overcome the hit >> plus qualcomm ceo big plans for 5g we wrap up the chip jnt analyst day and find out what's next for the stock. >>> check out the mystery chart. shares dropping as much as 6%. what made this company take a turn for the worse the traders are here to break down theout look for in name and a lot of others. we're starting with retailers. that was the story certainly this morning when we were on squawk on the street at the beginning of the trading day, the etf tomahawk tracking the space falling nearly 2%. the worst day in more than a month as retail earnings kick into high gear tonight we bring you good, bad and ugly today. >> wow. >> sound effects and everything. >> retail wreck. let's start with the gold. >> tj maxx bucking the trend closing in the green after a beat on both on the bottom line. but then there was the bad that's home depot. it did get hammered this amp missing revenu

controversy after a report about a big bet from the world's biggest hedge fund dan nathan outlines how to play it from home then >> therenergy >> carter worth is looking at one stock from that sector that could be coming back from the dead plus -- if you thought that was a crushing scene, you should have seen what happened at the tesla cyber truck debut. mike khouw has the strategy to capitalize on that sipgsing feeling. it's time to risk less and make more "options action"s starts now >> we kick things off with the head line that rocked wall street the hedge fund that just had a million dollar pull back the whole back and forth got us thinking if you're betting on a pull back, what is the best way to play it right now? dan has got some ideas >> it really depends on time horizon. i'm sure bridgewater is involved in lots of trade options all the time it could be hedging, directional, who knows what the heck it is the when you think about a head line like that, a lot of traders and investors were talking about, it gets me thinking about, let's look at the prices of options right now u wi

have a great one and we'll see you next weekend >> captain dan nathan has ha combat plan if this retailer takes a dive around earnings >> plus. >> i thought you might put a volatile psycho path on the job. >> we put a level headed make

controversy after a report about a big bet from the world's biggest hedge fund dan nathan outlines how to play it from home. >>> then -- >> the energy. >> carter worth is looking at one stock from that sector that could be coming back from the dead >>> plus -- >> ahhhhh! >> if you thought that was a crushing scene, you should have seen what happened at the tesla cyber truck debut. mike khouw has a strategy to capitalize on the sinking feeling. risk less and make more. "options action" starts now. >>> we kick things off tonight with a headline that rocked wall street the journal reporting the largest hedge fund fed more of a billion dollars. ray dalio founder of bridgewater associates says that's not the case dalio fired back saying to convey us as having a bearish view of the stock would be misleading the whole back and forth is thinking if you're betting on the pull back, what's the best way to play it right now. dan has some ideas let's get in the money, dan. >> it depends on time horizon. whether it's true or not, bridgewater is engaged in trading all the time around a lot of their

. >> no, not tilt, tlt as he bonds and that strange sensation, that's dan nathan's bullish call, he'll explain. plus >> let's go! >> if you are worried about the tech giant's results next week, mike ko has a place to run it's time to risk less and make more "options action" starts now. >> before we dive into the show, we got breaking news on boeing and american airline, let's go to phil lebeau with more >> we have a few date when boeing airline will be returning the 737 max. it was january 15th. they pushed it back to march 15th southwest says it is pushing back to march 7ing so once again, we are seeing airlines delaying when they expect to drive this plane again. back to. >> you thank you, phil. >>> the markets may be sitting at sector high, take a look at the yly, consumer discretionary etf showing double digit gain, still lagging behind the market. more than half of the stocks are sitting in correction territory. our chart master carterror withth says there could be more work ahead break it down for us >> it's an instance of fought acting well. to be fair, amazon itself is not acti

dan nathan says there is something else that can take investors on a magic carpet ride they'll tell us what it is later, mike ko has a five star uber rating. how will he rate uber's stock headed into next week's earnings buckle up. it's time to risk this and much more "options action" beginning right now. >> let's get to it earnings season is in full force. dan says the stock can can injure up some magic when it releases earnings on thursday. let's get into money now dan take it away >> back in july it was outperforming the market we have a five-year chart this thing had been range bound, finding a lot of resistance for years at that 120 level and it broke out in april when they gave some color about this disney plus service, the streaming service they are rolling out in just a couple of weeks. and so that chart is really interesting to me. you see that island that it spent in the last six or so months trading above 130 kind of interesting setup. when you think about wereings, the options market is implying less at $5 in either direction which is kind of double of the average move over

but dan nathan says there is something else that could take investors on a magic carpet ride he'll tell us what it is and later mike khouw has a five-star uber rating. but how will he rate uber stock heading into next week's earnings buckle up, because it's time to risk less and make more. "options action" begins right now. >>> and let's get right to it earnings season in full force. but will the force be with disney when it reports next week the media giant trailing the broader market this year but dan says the stock could conjure up magic when it releases earnings on thursday. let's get in the money dan take it away. >> back in july the stock was massively outperforming the market it had a lot of momentum, we had a five-year chart. starting with this this thing was range bound, finding a lot of resistance for years at the 120 level and broke out in april when they gave some color about this disney plus service, the streaming service that they are rolling out in just a couple of weeks. and so that chart is really interesting to me. you see that island, that it spent in the last six or

but dan nathan says there is something else that could take investors on a magic carpet ride he'll tell us what it is

dan nathan guy adami tonight on fast stocks rocking all-time highs if you missed the record rally the chart master has two names that could be the ultimate catch-up trades. plus restaurant stocks left in the cold what's causing the indigesten for the secretary are. later on setting up a busy week of earning, the key names to wap. we begin tonight by making a list, checking it twice. why you ask? well because we are just 53 days away from christmas. 53 days 6 hours 59 minutes 20 seconds. >> who is is counting. >> the music, growns on the desk not retail we're talking the santa claus rally. we want to know with stocks hitting record highs. >> don't say it. >> is there room left for a santa claus rally. >> that is. >> or will investor be left with a giant lump of coal >> wow. >> guy. >> along with how was your turkey day. >> gobble, gobble. >> gobble, gobble. >> gobble, gobble coming. >> yesterday the faft day of the year. >> love halloween. >> love halloween. >> but the santa claus makes me cringe like this did you see what i did there? bad news is it's probably feels as though where a

. >> captain dan nathan has ha combat plan if this retailer takes a dive around earnings >> plus. >> i thought you might put a volatile psycho path o

tlt, as in bonds and that strange sensation, that's dan nathan's bullish call he'll explain. plus -- >> disc o. >> if you are worried about the tech giant results next week, mike khouw has a place to run. it's time to risk less and make more "options action" starts now. >>> before we dive into the show we've got breaking news on boeing and american airlines let's get to phil lebeau with more phil. >> and melissa a new date when american airlines will be returning the 737 max. remember it was january 16th they have now pushed it all the way back to march 5th. coming a come hours after southwest says it's pushing bab the return of the max to march 7th. once again airlines delaying when they expect to fly the plane again. >> phil, thank you phil lebeau with the latest on american airlines. >>> well the markets may be sitting at record highs one sector showing weakness. look at the xly consumer discretionary etf. lagging behind the broad are the market and more than half of the stocks in the seccer now sitting in correction territory our chart master cart are worth says there cou

controversy after a report about a big bet from the world's biggest hedge fund dan nathan outlines how to play it from home. >>> then -- >> the energy. >> carter worth is looking at one stock from that sector that could be coming back from the dead >>> plus -- >> ahhhhh! >> if you thought that was a crushing scene, you should have seen what happened at the tesla cyber truc

. >> tim has talked about this and good for dan nathan. why are you shaking your head? why? it's monday. we're 30 seconds in. >> you're already a downer. >> dan mentioned it on the call. everybody said dan is a downer he's not a downer, he pointed out the russell. 161.5. that was the high back in may. these are pretty interesting levels the real high is at 173 that we traded back in august 2018 but the small caps are absolutely telling a story they have lagged the broader market for a while they seem to be catching up. the question is do we ratchet through this 161 level with the s&p trading sideways for a while and retest that 173 high it certainly feels as though that's the next move so yes. >> are you optimistic? >> i bring it up because it's obvious. you look at this breakout here we've been looking at this index since the start of february. between 145 and 160, routinely rejected that. to break out this time of year where we're seeing new highs on the s&p and nasdaq, i think it's an obvious choice to say, all right, let's play this one it's 7% from the all-time highs ma

karen finerman, dan nathan and guy adami. tonight on fast markets locking in another round of records. continues continue the slow steady climb the question is this can anything stop the rally? plus with a major development on the opioid makers telling what you the stocks tumbled three, 4 and 8% and later building on big gains by the options market is betting on the bounce for one home depot. we start with the big countdown. and no. >> which one is that. >> hold on it's not the countdown until friday it's not the countdown until christmas. i hear -- i hear sleighing bells. they mixed ut santa with the record we are 18 days away from the next round of tariffs kicking in we heard today from two retailers today with two different takes on the looming levies dollar tree tanking after cutting guidance due to what else, tariffs, among other things best buy, though, it soared. raised the outlook saying the impact of the tariffs has been factored in and dealt with so really with all due respect to dickens it was the best of times. it

dan nathan says there is

heading into earnings, dan nathan is over at the plaza to break it down. >> so they report tomorrow after the close. the implied move in the options markets almost 11% versus the 14.5% average over the last four quarters and wall street is loving this name it's up 66% on the year. but since they last reported their earnings, the stock is down 25% interesting action today there were sellers too close of the november 85 calls when the stock was about 75.5 so closing out some prior bullish bets with the stock. let's go to the charts i suspect the stock is going to move 10% one way or the other. when you look at the one-year chart and you look at this support level, the stock is sitting on right here, obviously there's a little shortage. there's some bearish sentiment near-term, so this thing is going to go one way or the other. >> thanks, dan for more options action tune into our live show this idfray at 5:30. up next, final trades. >> announcer: options action is sponsored by think or swim by ameritrade ♪ ♪ ♪ ♪ ♪ but in my mind i'm still 25. that's why i take osteo bi-flex, to kee

. >> i love the khouw's nest late spring, dan nathan when the stock traded about 185 or so said the sentiment was so bad that this is a tradeable opportunity. and he was probably a week away from netting it on the screws. the stock has doubled since then doubled since then right. and the story although change i don't think has fundamentally changed. so i think the negative press that we saw in june now you are matching the euphoria now, again, it's a amazing how people get so exercised over this stock on the twitter i've never seen anything like it i think it's better here from the shortside than the longside. i've been wrong the last $50 but if i played would you rather. >> i wasn't but go ahead. >> i'd rather sell it here than buy it here. >> from cybertruck to cybermonday we're in the middle of the retail renaissance as as the holiday season heats up .xrt etf tracking the space up 1717%. doubling up the s&p 500 in the back half of the year. but as retail's biggest season comes in focus options trader bet it there will not thrive mike klohe in the khouw's nest in san francisco. >> on what w

nathan has a combat plan if this retailer starts taking a dive around earnings. plus >> i thought you might put some volatile psychopath on the job >> announcer: nope, we put a very level headed mike c

. >> no, not tilt, tlt as he bonds and that strange sensation, that's dan nathan's bullish call, he'll explain. plus >> let's go! >> if you are worried ou

your traders are dan nathan karen finerman and guy adami and also joined by lori kalvasin, from capital markets markets grasping for green with only the nasdaq able to eek out a record now all eyes to wal-mart with earnings on thursday we break down what the options market predicts. plus the returns for short sellers and giving tesla a break. we start off with the latest tech company into the payment space, facebook, the stock jumping after the social network announce the a payment service operating across all platforms straight to kait rooney in san francisco with the details hey, kate. >> the social network is stream lining the payment option was facebook pay think of it as a wallet on facebook, let's you send payments to friends and shop on what's app and instagram this is the latest sign of the tech giant push into payments. we saw a little bit of that with libra and the ambitions in cryptocurrency but what's app and facebook messenger have not seen huge adoption when it comes to the current payment methods. analyst tell me this is way to get the apps working together seamlessly and

. >>> this is "fast money," i'm melissa lee, we have dan nathan and brian kelly. a new record for alibaba on its singles day. this stock is going to rip on earnings tomorrow. how the options market says you should play it and google may know more about you than you think. the tech giant reportedly gaining access to health records of millions of people. we break down the implications for your privacy and the stock. >>> boeing, shares taking off after the company announced it expects to resume deliveries of the 737 max as early as next month and that airlines could be able to restart commercial flights in january let's get to phil lebeau with all the details on this. >> that was a heck of a move by boeing's shares today melissa. it comes down to whether or not you buy into the latest timeline that boeing is putting out here's what it stands at right now the company says that it expects to have a certification flight by early next month, could happen late this month but you have that certification flight leads to the faa certifying the plane by mid-december, freeing

karen finerman, dan nathan guy adami. and mr. fix it the man whos career expanse decades he joins us exclusively. trucking along why tonight could be an electric night for tesla investors. we will explain. and later stealth software stock needs to be on your radar into next week we'll bring you the name but beginning with the brokered bombshell, a source telling cnbc that charles schwab is i

karen finerman, dan nathan and guy adami. records fall on wall street as stocks soar to all-time highest it's the move montana bond market that has us talking we'll toll you what happened in bondland that hasn't happened since president trump won the election plus the one stock to play, gap, zillow stocks making moves after hours. we'll break down the action. we begin with these stocks to watch pont disney shares jumping after the media giant reported better than expected

karen finerman, dan nathan and guy adami. tonight on fast markets locking in another round of records. continues continue the slow steady climb the question is this can anything stop the rally? plus with a major development on the opioid makers telling what you the stocks tumbled three, 4 and

karen finerman dan nathan and guy adami tonight on fastest another bruising for boeing. in after regulators called for a redesign of the 737 jet. the engines will the company overcome the hit >> plus qualcomm ceo big plans for 5g we wrap up the chip jnt analyst day and find out what's next for the stock. >>> check out th

. >>> this is "fast money," i'm melissa lee, we have dan nathan and brian kelly. a new record for alibaba on its singles day. this stock is going to rip on earnings tomorrow. how the options market says you should play it and google may know more about you than you think. the tech giant reportedly gaining access to health records of millions of people. we break down the implications for your privacy and the stock. >>> boeing,

dan nathan guy adami tonight on fast stocks rocking all-time highs if you missed the record rally the chart master has two names that could be the ultimate catch-up trades. plus restaurant stocks left in the cold what's causing the indigesten for the secretary are. later on setting up a busy week of earning, the key names to wap. we begin tonight by making a list, checking it twice. why you ask? well because we are just 53 days away from christmas. 53 days 6 hours 59 minutes 20 seconds. >> who is is

your traders are dan nathan karen finerman and guy adami and also joined by lori kalvasin, from capital markets markets grasping for green with only the nasdaq able to eek out a record now all eyes to wal-mart with earnings on thursday we break down what the options market predicts. plus the returns for short sellers and giving tesla a break. we start off

our traders on the desk steve grasso brian kelly pb dan nathan and guy adami. tonight lion gate vice chairman michael burns breaks down the company and streaming wars a big week for bonds and the chart master has one chart that he says could be a perfect buying opportunity and later we'll reveal today's mystery chart down more than 4% this week. hmm? bk has hope for it yet we'll find out why he is optimistic but beginning with earning season things may wind down but for retail heatin

and now with me, dan, erin gibbs, nathan ruben. is there a division within the party? >> of course, we're in the midst of a heated primary election and there are upwards of 20 candidates in the race, we'll have diversity of thought and diversity of ideas and people are going to express that. neil: how popular is the medicare for all things? >> i saw a poll saying that medicare for all supported by 71% of the public. you can say does the american public understand what medicare for for all is. that's a very high number. neil: i have trouble buying that. i'm not saying that you're lying about it i'm just saying that's a lot to swallow there, and a lot of money to make it happen, right? >> again, we're talking-- it would become-- it's 20% of the gdp and so, i think, you know, people are getting confused of health care for all versus medicare for all because i personally, i don't want the medicare services. i like my private insurance. i like having that option, i don't want the government to take over. neil: you're in the steyer camp. >> i don't think that the government,

neil: dan kildee, thank you very much. good seeing you again. >> thank you, neil. neil: all right, in the meantime, pittsburgh steelers quarterback nathan rudolph speaking out about cleveland's miles garrett slamming his head with his own helmet. we'll have that and a lot more from the former great quarterback joe theisman, what he makes about that and colin kaepernick in the news as well. devices are like doorways that could allow hackers into your home. and like all doors, they're safer when locked. that's why you need xfinity xfi. with the xfi gateway, devices connected to your homes wifi are protected. which helps keep people outside from accessing your passwords, credit cards and cameras. and people inside from accidentally visiting sites that aren't secure. and if someone trys we'll let you know. xfi advanced security. if it's connected, it's protected. call, click, or visit a store today. >> well, the next stop in the impeachment process, the senate, and it will hit right as the 2020 primary season heats up. so, what will that mean for all of those democrati