CNBC Television
Final Trade: SLB, MS, CME, UBER
11/5/2025, 1:43:19 AM
Economic Summary
- Morgan Stanley (MS) may see stronger investment-banking revenues due to renewed M&A activity described as 'merger Monday-ness', implying transactional deal flow is favorable for banks.
- CME Group (CME) is highlighted as a beneficiary of rising volatility; if the VIX moves above 20 and markets become choppier, CME should see increased trading volumes and revenues from derivatives activity.
- SLB (Schlumberger) was presented as a short-term technical trade idea ('facing phase'), suggesting a tactical setup rather than a long-term fundamental endorsement.
- Uber (UBER) was mentioned in a practical context as transportation for staff, a usage note rather than a detailed investment thesis.
Bullish
- SLB: technical facing-phase trade setup
- MS: stands to benefit from increased M&A and investment-banking activity
- CME: poised to gain if market volatility returns (VIX > 20)
- UBER: practical ride-sharing utility noted for staff transportation
Bearish
No bearish cases captured.
Bullish tickers
SLBMSCMEUBER
SLB
Bullish
Suggested as a technical 'facing phase' trade idea, implying a short-term setup.
MS
Bullish
Favored due to 'merger Monday-ness' and expected benefits from increased investment-banking activity.
CME
Bullish
Acting well and expected to perform if volatility returns (VIX > 20), boosting trading volumes.
UBER
Bullish
Noted as the mode of transport for staff, reflecting practical consumer utility.
People mentioned
Katie StocktonKaren FeidermanDanMelissa LeeNatalie