CNBC: Fast Money
5/2/2024 9:54pm
... office of the ceo, brian robbins and chris mccarthy, are finalizing their strategic plan, he said they will continue as heads of their divisions cheeks said they're planning for the long-term, but melissa, things could definitely change for this company at any moment ...
CNBC: Fast Money
5/2/2024 9:11pm
... couple things that have pointed out. one more, melissa, when we're trying to guess what they're doing in a.i., what that's going to be about, tim mentioned in the prepared comments that privacy is going to be one of their kind of foundation pieces, and that's important, because it's a sign that ...
CNBC: Fast Money
5/2/2024 9:01pm
... $200 billion to the company's market cap the conference call just kicking off at the top of the hour steve kovach's got all the details. hey, steve hey, melissa. so, yeah, top and bottom line beats for apple. and let me go over the other ...
CNBC: Fast Money
5/2/2024 9:01pm
... nordisk's wegovy more than doubled, but the possibility of increased competition putting pressure on the stock today. can the company tip the scales in its favor we'll go inside the numbers. i'm melissa lee, coming to you live from studio b at the nasdaq on the desk tonight -- courtney garcia, ...
CNBC: Fast Money
5/1/2024 9:48pm
... characterized as a very reasonable middle path forward for the industry, where commissions are negotiated and communicated between buyers and sellers, and both parties are better educated. melissa? all right, diandiana, thank u karen, this one is in your ...
CNBC: Fast Money
5/1/2024 9:19pm
... the coffee chain's quarter, and if you should drop the drip from your portfolio don't go anywhere. more 'fast money' in two this is 'fast money' with melissa lee right here on cnbc ...
CNBC: Fast Money
5/1/2024 9:09pm
... melissa. bad metaphor and all. steve liesman. you're nodding your head when steve said stagflation has no place in this conversation, but inve investors -- is that in the per ...
CNBC: Fast Money
5/1/2024 9:04pm
... aggressively they have already priced the downside risk the market really did -- a bit of a selloff, yields have come up so, i think there was a little bit of relief out there, overall, not sure about what happened at the end of the data melissa was talking about. but i think there's a little bit ...
CNBC: Fast Money
5/1/2024 9:03pm
... it, that it was never meant to be, you know, providing accommodation to the economy do you buy that, though? well, the fed, and i think some of the smarter guys and folks i've talked to in the markets, melissa, have this idea ...
CNBC: Fast Money
5/1/2024 9:02pm
... be no rate cuts this year, so that's on the hawkish said, but as you said, melissa rat, rate s are unlikely, and still expects inflation to come down with rates where they are my expectation is we will see ...
CNBC: Fast Money
5/1/2024 9:02pm
... liesman joins us now what was your overall take in terms of hawkish, dovish a little more hawkish than expected, melissa. the market maybe dodged a bullet the fed, they kept rates unchanged, that was expected but it was silent about what impact stalled inflation ...
CNBC: Fast Money
5/1/2024 9:01pm
... new york community bank surprises investors with a clear path to profitability, and big moves from qualcomm and zillow in the afterhours. we're breaking it all down i'm melissa lee, coming to you ...
CNBC: Fast Money
4/30/2024 9:33pm
... i think that's right, melissa, but it's interesting, the inflation data simply has to turn. if they don't, zero is the number. if they do, could be three, could be more, but it's almost a -- there's not a happy middle ...
CNBC: Fast Money
4/30/2024 9:25pm
... an oasis away from what he called toxicity elsewhere on social media. melissa? it does sound pleasant. oasis. the revenue beat was huage. ...
CNBC: Fast Money
4/30/2024 9:20pm
... cutting rates soon. just how many cuts he is predicting this year, and what happens if we don't get them all. all that when 'fast money' returns. stay tuned. this is 'fast money' with melissa lee right here on cnbc. ...
CNBC: Fast Money
4/30/2024 9:09pm
... jeffries. what do you make of this guide? melissa, the guide doesn't really matter. they always guide conservatively, so, i kind of wash that out of the mix. i think the most important thing was aws, which is 50% of their market cap, had 17% growth, well ...
CNBC: Fast Money
4/30/2024 9:01pm
... what the move means for trading in these names. i'm melissa lee, coming to you live from studio b at the nasdaq. on the desk tonight -- tim seymour, karen finerman, and steve grasso. stocks closing on a down note, with the nasdaq sinking 2% and the dow shedding 570 points, ...
CNBC: Fast Money
4/29/2024 9:01pm
... evening for melissa lee, coming to you live from studio b at the nasdaq we will start with apple's revenge. shares jumping 2.5% in the session and adding $65 billion to the company's market cap just ...
CNBC: Fast Money
4/26/2024 9:44pm
... too? and then one little add-on, is there a need for new management? so instead of melissa saying, hey, what do they have to say? is there a need for a new person well, let's talk about the ...
CNBC: Fast Money
4/26/2024 9:25pm
... update that's being done here. where there is a cost here, melissa, is glyou not only have this investigation by nhtsa, but you've got other entities, government agencies that are looking into auto pilot, the way it is marketed, the way that it ...
CNBC: Fast Money
4/26/2024 9:24pm
... or to make sure that auto pilot is functioning the way that tesla has told regulators it will function. and one important note here, melissa, auto pilot is separate from fsd, full self-driving. that is a subscription service ...
CNBC: Fast Money
4/26/2024 9:20pm
... what they're watching and what it could mean for the ev giant right after this announcer: this is 'fast money' with melissa lee right here on cnbc and risk-reward analysis,artg help make trading feel effortless. ...
CNBC: Fast Money
4/26/2024 9:01pm
... chowing down on chipotle as the restaurant chain claims further into record territory. ai'm melissa lee coming to you live from studio b on the desk, tim seymour and julie beal we start with the two letters ...
CNBC: Fast Money
4/25/2024 9:20pm
... this is 'fast money' with melissa lee, right here on cnbc. 'e renew formulations ...
CNBC: Fast Money
4/25/2024 9:17pm
... acceleration of revenue growth so, this is pretty unique, when you're seeing this paradigm shift, and both of those are moving in the right direction. i did bury the lede, melissa, as i thought about what i saw in the google and microsoft capex numbers and microsoft's, as i look forward to may 2nd, ...
CNBC: Fast Money
4/25/2024 9:09pm
... steve kovach is with us now. yeah, melissa, it's all about microsoft's azure cloud growth here it continues its acceleration. after slipping dramatically over the last two years microsoft reporting azure revenue growth of 31% and a chunk of that, 7 percentage ...
CNBC: Fast Money
4/25/2024 9:01pm
... the headlines driving the moves and the impact on all the miners i'm melissa lee, coming to you live from studio b at the nasdaq stocks ended the day in the red, ...
CNBC: Power Lunch
4/25/2024 6:27pm
... from now to the end of the year, would that change uroutlook for stocks i like to see two rate cuts i think we get the gpd number, the fed should be acting first, welcome back, melissa i do think where we are is that ...
CNBC: Power Lunch
4/25/2024 6:00pm
... the 2024 stock draft champion. ty, melissa, tim, that's the state of play, the rules of engagement it's time now to get things started with -- there's the sound. the first overall pick in the 2024 cnbc stock draft, for that, ...
CNBC: The Exchange
4/25/2024 6:00pm
... the 2024 stock draft champion. ty, melissa, tim, that's the state of play, the rules of engagement it's time now to get things started with -- there's the sound. the first overall pick in the 2024 cnbc stock draft, for that, ...
CNBC: The Exchange
4/25/2024 5:56pm
... called the best day of the year on cnbc, our stock draft day i'm tyler mathisen gladly joined by melissa lee glad to have you in the house and thrilled to have our teams back in the building with us a strong sell-off today, well off the session lows ...
CNBC: The Exchange
4/25/2024 5:53pm
... exchange the stock draft is up next you know the music that can mean only one thing melissa lee making the annual appearance for the stock draft e'alstbe ready to go shs mo on the clock. we'll be right back. things ...
CNBC: Fast Money
4/24/2024 9:01pm
... different reality set in for the stock? i'm courtney reagan in this evening for melissa lee, coming to you live from studio b at the nasdaq on the desk tonight -- tim seymour, karen finerman, dan nathan, and guy adami. and we start off with meta shares plunging 11% after the ...
CNBC: Fast Money
4/23/2024 10:00pm
... earnings tomorrow. love it dan? just one day i would like to go home with you whoa! the girl -- you take melissa home all the time on the way home, that's all i meant morgan stanley breaking out here and guy ...
CNBC: Fast Money
4/23/2024 9:01pm
... evening for melissa lee, coming to you live from studio b at the nasdaq on the desk tonight -- tim seymour, karen finerman, dan nathan, and guy adami. we got to start off with tesla taking off on q-1 results. shares actually soaring. this is despite a miss on the ...
CNBC: Power Lunch
4/23/2024 6:30pm
... and part of could be a way to get people to break up those bigger expenses into smaller installments. melissa and hugh, thank you appreciate it. kate rooney? hey there, tyler. the u.s. is reportedly preparing ...
CNBC: Power Lunch
4/23/2024 6:26pm
... melissa and husan. this is a great story. the world's largest retailer is leaning into buy now pay later. walmart is looking towards other types of businesses beyond retail looking towards things like advertising. seen what amazon has done by ...
CNBC: Fast Money
4/19/2024 9:51pm
... ripley, great to have you with us, why is it different this time around? weave seen a huge run run-up, why is it different this time? thanks for having me on, melissa, there's a lot that is the same for this bitcoin ...
CNBC: Squawk on the Street
4/19/2024 1:00pm
... the markets after israel retaliated against iran, but markets have modulated in large part on just how limited the reaction has been in a very good way. seems like a very positive situation. we're off about ten points right now. melissa, i want to thank you for ...
CNBC: Squawk Box
4/19/2024 1:00pm
... the markets after israel retaliated against iran, but markets have modulated in large part on just how limited the reaction has been in a very good way. seems like a very positive situation. we're off about ten points right now. melissa, i want to thank you for ...
CNBC: Squawk Box
4/19/2024 12:40pm
... should investors think a hike could be on the table, esther? i do think that i don't know that's a base case, melissa, but i do think they need to be aware that the committee right now is saying inflation is holding in in a way ...
CNBC: Squawk Box
4/19/2024 12:37pm
... steve, always good to see you go ahead. i was going to say i think that's right in part because i think it goes back a year and a half now, melissa, that we have been forecasting that weaker quarter in the next quarter ahead. right. but it has not arrived. again, i'm hearing these ...
CNBC: Squawk Box
4/19/2024 12:36pm
... needed to. the market really focused on that you had a little sell-off in bonds, yields rose, but they missed all the stuff about the williams talking about why is this because the economy is growing much more strongly and, melissa, i'll throw it back to you a little bit ...
CNBC: Squawk Box
4/19/2024 12:35pm
... awaited slowdown is maybe going to come in the next quarter or maybe not come at all. melissa, it sure didn't happen in q1. it sure did not and the silver lining to the hotter inflation you mentioned, you ...
CNBC: Squawk Box
4/19/2024 12:33pm
... should say -- the one and only. the one to rule all other numbers, but should it be that way? steve liesman joins us to talk about the market's inflation obsession, steve yeah, melissa ...
CNBC: Squawk Box
4/19/2024 11:47am
... now is tom rogers, former nbc cable president and cnbc contributor, also friend of the show, of course. tom, great to see you. great to be here, melissa, thanks in terms of stopping those metrics, what does that tell you? ...
CNBC: Squawk Box
4/19/2024 11:16am
... great to see you. great to be here, melissa. so what does the vix tell you right now? it seems like the positioning now by traders is that there is an anticipation of higher volatility going forward. yes, the vix spiked higher this month i wouldn't call it unexpected in the sense that all throughout ...
CNBC: Squawk Box
4/19/2024 11:01am
... cnbc i'm andrew ross sorkin with melissa lee on this friday morning. joe and becky are off today. we got a whole lot of headlines to bring you right now breaking news overnight, israel carrying out what appears now to be a narrow strike against iran. and now assessing its ...
CNBC: Squawk Box
4/19/2024 10:56am
... sold, or, hey, if things happen, this vix could explode overall you've seen a lot on that 20-line over the last couple of weeks and the 25-line on vix so, one of the things that happens with vix is you know, melissa, from so many years of covering the options market, is ...
CNBC: Squawk Box
4/19/2024 10:49am
... that is still on the board i think in terms of blocking it, melissa, that is off the board as you are seeing with the red sea situation, if that bad neighborhood would come to pass in and around the strait of hormuz with iranian activity and ...
CNBC: Squawk Box
4/19/2024 10:48am
... the theater here has been just off the charts and the oil market reaction, last week, melissa, is when the nerves were frayed in the market there was heavy buying all throughout the week, particularly in the middle of the week ahead of the iranian ...
CNBC: Squawk Box
4/19/2024 10:38am
... world, i would wear the glasses looking at you and say -- who is this person? the camera would look at you and it would say it's melissa lee. i don't believe it does that for people, but it could help you if ...
CNBC: Squawk Box
4/19/2024 10:24am
... the wealthy families are putting their money to work. melissa, the number of family offices in the world has triple theed since the pandemic there are 4500 offices in the world. that is up from 1300 in 2019. ...
CNBC: Squawk Box
4/19/2024 10:02am
... sanchez in tel aviv. raf, good morning. reporter: melissa, andrew, good morning for a week, the world has been waiting to see how israel would respond to the barrage of the iranian drones and missiles. we have an answer this morning and it doesn't appear at this ...
CNBC: Worldwide Exchange
4/19/2024 10:00am
... good morning welcome to 'squawk box' here on cnbc we are live from the nasdaq market site in times square. i'm andrew ross sorkin along with melissa lee joe and becky are off today. as we mentioned, breaking news overnight. israel carrying out a narrow ...
CNBC: Squawk Box
4/19/2024 10:00am
... good morning welcome to 'squawk box' here on cnbc we are live from the nasdaq market site in times square. i'm andrew ross sorkin along with melissa lee joe and becky are off today. as we mentioned, breaking news overnight. israel carrying out a narrow ...
CNBC: Fast Money
4/18/2024 9:49pm
... a company might rationally make a decision to float a lot more shares guess why? that's exactly what they're doing. the company filed a $1 billion stock offering this tuesday, that's not a typo, $1 billion, and melissa, what's going on here, of course, the imperfect ...
CNBC: Fast Money
4/18/2024 9:38pm
... grout over the last couple of quarters two of their biggest quarters ever, including the pandemic and i think people are just looking at next year, saying, they're not going to disclose subscriber numbers it actually reminds me, melissa, a few years ago, when they ...
CNBC: Fast Money
4/18/2024 9:30pm
... chances in the house, let's get to cnbc's emily wilkins. what's the latest on this? hey, melissa. yeah, the legislation that could lead to a tiktok ban in the u.s. now has a new path to potential passage via the $95 billion ...
CNBC: Fast Money
4/18/2024 9:19pm
... this is 'fast money' with this is 'fast money' with melissa lee, right here on cnbc. go deeper with thinkorswim: our award-wining trading platforms. ...
CNBC: Fast Money
4/18/2024 9:18pm
... phase as opposed to levels you can use levels as a gauge of risk, but it's when we see the oversold indication and then we see stabilization, we call it support discovery, that's enough to lead to upturns in those indicators, that's where we feel we have opportunity. to melissa's question on yields, ...
CNBC: Fast Money
4/18/2024 9:02pm
... subscriber disclosures there the co-ceo basically saying, you can no longer multiple the cost of subscription by the numbers of subscribers because of so many plans, it is better to look at engagement and just overall revenue, melissa all right, steve, thank you ...
CNBC: Fast Money
4/18/2024 9:01pm
... higher we have all the trades coming up i'm melissa lee, coming to you live from studio b at the nasdaq we start off with netflix's ...
CNBC: Fast Money
4/17/2024 9:01pm
... the monster rally ignited the day after earnings i'm melissa lee live from studio b at the nasdaq. we start off with a contrarian view on the impact of higher ...
CNBC: Squawk Box
4/17/2024 1:00pm
... quick. 4.635% on the ten-year. i want to thank melissa lee for another day of hanging out. always a pleasure. all this big elon musk/tesla news. i'm sure we'll continue that debate. join us tomorrow. 'squawk on the street' begins right now. good wednesday morning, welcome to 'squawk on the street,' ...
CNBC: Squawk on the Street
4/17/2024 1:00pm
... on the street.' the dow jones looks like it will open up about 30 points higher. the s&p 500, up about 20 points. want to check treasurys real quick. 4.635% on the ten-year. i want to thank melissa lee for another day of hanging out. ...
CNBC: Squawk Box
4/17/2024 11:08am
... period where the fed is in no position to disinvert the curve and help the banking system be able to absorb all that supply. right. we haven't even talked about earnings season. sort of getting to the thick of. barry, great to speak with you, thank you. barry knapp. all right, melissa. ...
CNBC: Squawk Box
4/17/2024 11:04am
... so, trump media shares very much in focus, guys. melissa, back over to you. all right, thank you, dom chu. let's talk more about the markets, joining us is barry nash director of rusesearch at ...
CNBC: Squawk Box
4/17/2024 11:02am
... the nasdaq higher by 57. to dom chu with a look at this morning's premarket numbers. hey, dom. good morning, melissa, andrew. let's kick things off with a check on the friendly skies. we have got united airlines which is flying high to the tune of 5% plus around 30000 shares ...
CNBC: Squawk Box
4/17/2024 11:01am
... the most nutritious and delicious food possible. i'm investing in my dog's health and happiness. it's 7:00 a.m. on the east coast. you're watching 'squawk box' on cnbc. i'm melissa lee with andrew ross sorkin, joe and becky are off today. among today's top stories, tesla ...
CNBC: Squawk Box
4/17/2024 10:24am
... welcome back to squc box. the s&p 500 looking right about close to 18 points higher, melissa. apple may be looking to diversify its supply chain furtherer away from china. ...
CNBC: Squawk Box
4/17/2024 10:15am
... is it just the uncertainty about interest rates at this point and probably increase in certainty now that fed chair powell said what he said yesterday in terms of keeping rates where they are for longer. melissa, what i did here, is a lot of this activity started ...
CNBC: Worldwide Exchange
4/17/2024 10:00am
... site a at times square. . ooh here with melissa lee. becky and joe are off. nice to see you. nice to be here. s&p up. we're looking at 20 points higher. take a look at treasury yields. ...
CNBC: Squawk Box
4/17/2024 10:00am
... good morning and welcome to 'squawk box' right here on c nbc. we're live at the nasdaq market site a at times square. . ooh here with melissa lee. becky and joe are off. nice to see you. nice to be here. ...
CNBC: Fast Money
4/16/2024 9:41pm
... they're basically trying their best to keep that inflation level going in the right direction. but at the end of the day, melissa, i think it's important to realize that even if the bank of japan come in, the intervention rarely is lasting ...
CNBC: Fast Money
4/16/2024 9:39pm
... intervention. this is really a dollar story, melissa, and if they intervene, they're fighting against the winds of the market, because u.s. data has been very good. and the main reason why dollar-yen shot to the highs, even though it had been in uptrend since the beginning of ...
CNBC: Fast Money
4/16/2024 9:26pm
... they're going to get 61 this year, instead of 101. that means they're shifting their capex. they are converting some max-10 orders to max-9s, and they are also grounding the -- grounding impact, again, $200 million. don't forget, melissa, tomorrow ...
CNBC: Fast Money
4/16/2024 9:24pm
... welcome back to 'fast money.' we've got an earnings alert on united airlines. the stock higher in afterhours. let's get to phil lebeau, who has all the details. phil? melissa, sometimes there's a beat and sometimes there's a whoa, that is way better than ...
CNBC: Fast Money
4/16/2024 9:23pm
... this is 'fast money' with melissa lee, right here on cnbc. my name is oluseyi and some of my favorite moments throughout my life are watching sports with my dad. now, i work at comcast ...
CNBC: Fast Money
4/16/2024 9:17pm
... inflation down even if it cut by 25 or 50 or 75 basis points. that's the idea that's fading away now, melissa. steve, it's karen. thanks for being on. i always come back to the question of, what do you think the fed wants real interest ...
CNBC: Fast Money
4/16/2024 9:16pm
... forecasters are going to have to use -- erase some of that eraser in order to change their base case. again, none of this means the fed won't cut at all. it means it's not the default position to cut rates, and i'm kind of with tim, melissa, on the idea that there wasn't more ...
CNBC: Fast Money
4/16/2024 9:14pm
... you. thank you. sure. sheila bair. fed chair powell today suggesting cuts could be pushed out further. let's get to steve liesman with all the details. steve? hey, melissa. ...
CNBC: Fast Money
4/16/2024 9:01pm
... it heading even lower from here? i'm melissa lee, coming to you live from studio b at the nasdaq. on the desk tonight -- carter worth, karen finerman, dan nathan, and tim seymour. we start off with the post earnings divergence in the big banks. consumer-facing names under pressure. bank of america ...
CNBC: Squawk Box
4/16/2024 1:00pm
... s&p 500 up eight or nine points. the nasdaq up 25, 26 points. melissa lee, thank you for hanging out all three hours. join us tomorrow. 'squawk on the street' begins right now. ...
CNBC: Squawk on the Street
4/16/2024 1:00pm
... s&p 500 up eight or nine points. the nasdaq up 25, 26 points. melissa lee, thank you for hanging out all three hours. join us tomorrow. 'squawk on the street' begins right now. ...
CNBC: Squawk Box
4/16/2024 12:04pm
... investment banking. one of the biggest drivers of the early market action specifically in the dow that melissa mentioned is united health, which is higher by 7.5%, just about 160000 shares of volume. ...
CNBC: Squawk Box
4/16/2024 12:03pm
... you. thank you. thank you. it's now a little after 8:00 a.m. on the east coast. you're watching 'squawk box' right here on cnbc. i'm andrew ross sorkin with melissa lee. joe and becky are off. a lot of ebig stories to tell you. ...
CNBC: Squawk Box
4/16/2024 11:58am
... looking for, specifically in this quarter. it seems almost like it's netflix's world amongst the streamers, and everybody else's to lose. i think you nailed it, melissa. that's the right way to think about it. i think what's changed over the past 12 months, you've talked ...
CNBC: Squawk Box
4/16/2024 11:57am
... our top '24 predictions for this year, we had live nation being sued by the government. this is, assuming happens, melissa, this is certainly not a surprise. i will say, and i think you've seen this from many other cases that you and the 'squawk' team have debated over the last ...
CNBC: Squawk Box
4/16/2024 11:28am
... strategist. good to have you with us. everybody was talking about the medical loss ratio that came in, and if you back out the impact from change, it came in a little better than what you thought it might. yeah, melissa, great to see ...
CNBC: Squawk Box
4/16/2024 11:08am
... making investors very nervous. melissa, remember, markets have 5% corrections three or four times a year, and a 10% correction once a year. we were expecting a correction after the first quarter was up ...
CNBC: Squawk Box
4/16/2024 11:04am
... east coast. you are watching 'squawk box' right here on cnbc. i am andrew ross sorkin along with melissa lee, and becky and joe are off today. mike johnson planning to move ahead for foreign aid ...
CNBC: Squawk Box
4/16/2024 10:43am
... we have seen that in other data around the country. cameron, thank you. thank you. great to be here, melissa. coming up, house speaker mike johnson claims to split foreign aid bills. we will get the scuttlebutt from ...
CNBC: Squawk Box
4/16/2024 10:26am
... the concern, i would think, is a national security one on the technology front with access to d data. reporter: it is a great point, melissa. ...
CNBC: Worldwide Exchange
4/16/2024 10:00am
... good morning. welcome to 'squawk box' here on cnbc. we are live from the nasdaq market site in times square. i'm melissa lee with andrew ross sorkin. joe and becky are off today. let's look at equity futures at this hour. pointing lower across the board. ...
CNBC: Squawk Box
4/16/2024 10:00am
... and 'squawk box' begins right now. good morning. welcome to 'squawk box' here on cnbc. we are live from the nasdaq market site in times square. i'm melissa lee with andrew ross ...
CNBC: Fast Money
4/15/2024 9:21pm
... this is 'fast money' with melissa lee. right here on cnbc. i'm sam morrison. my brother max recommended you. so, my best friend sophie says you've been a huge help. at ameriprise financial, more than 9 out of 10 of our clients are likely to recommend us. ...
CNBC: Fast Money
4/15/2024 9:02pm
... we'll debate all of that. i'm melissa lee, coming to you live from studio b at the nasdaq. on the desk tonight -- tim seymour, karen finerman, dan nathan, and rebecca patterson, former chief strategist at bridgewater associates. welcome, rebecca. and we start off with the steep market reversal that ...
CNBC: Fast Money
4/12/2024 9:19pm
... finally cracking? we'll debate that. this is 'fast money,' with melissa lee, right here on cnbc. ...
CNBC: Fast Money
4/11/2024 9:22pm
... of their p -- to the sum of the peers. but we'll see the short seller's report, the impact on the stock. melissa, i'll send it back to you. when you speak to the analysts and say they have stable earnings, i mean, are ...