Economic Impact of Government Shutdown - The US government shutdown is the longest in history, impacting federal employees and benefit recipients [1] - The Congressional Budget Office (CBO) estimates the shutdown has already permanently removed over $11 billion from the US economy [1] - An 8-week shutdown could lead to roughly $14 billion in losses [1] - The current shutdown represents a reduction of economic growth by about 1% [2] - Much of the economic damage stems from unrecoverable government spending and lost worker output [2] Concerns Regarding CBO Estimates - The CBO's estimates may understate the total cost of the shutdown [3] - The CBO's projections rely on assumptions regarding repayment of furloughed workers, resumption of delayed spending, and continuation of food assistance benefits [3] - The Trump administration has not guaranteed these assumptions will be met [3]

Is there something underneath the surface of this market besides AI keeps investors just so optimistic. >> I think it's employment. Obviously, AI is integral to where the the S&P 500 is especially, and that is the lynch pin.But as I look beyond the surface, it's employment, right. As long as people have jobs and can get jobs, then they can really weather a lot, a lot of uncertainty, inflation, things like that. And the fact that the labor market has stayed so strong, I think is sort of the unsung hero of th ...

You can catch Trader Talk on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. Is Washington chaos really what’s moving your money, or is it just noise? On this episode of Trader Talk, Kenny Polcari breaks down how the 2026 midterm elections, government shutdown drama, and policy shocks surrounding tariffs, healthcare, EV credits, and rare earth metals can cause entire sectors to be slammed overnight, while long-term investors stay focused on fundamentals. Then Schwab Network lead market ...

Market Trends & Investment Opportunities - The AI boom has caused stocks like Nvidia and Palantir to soar [1] - Concerns exist that these AI stocks may have risen excessively [1] - Hedge fund manager Michael Burry is betting against Nvidia and Palantir, anticipating a downturn in the AI trade [1] Risk Assessment - The report discusses potential "frothiness" in the AI trade [1] - Investors should be concerned about the sustainability of the AI stock rally [1]

Asking for a Trend anchor, Josh Lipton reports the latest market trends for November 4, 2025. AMD reported earnings that beat Wall Street's expectations on the top and bottom lines. Benchmark Company managing director and senior semiconductor research analyst Cody Acree breaks down the earnings print and AMD's position in the Nvidia-dominated AI chip space. Rivian Automotive reported better-than-expected third quarter results. Cava reported third quarter earnings that fell short of estimates. The company al ...

The president has made his position on this very clear. ...

Michael Bur, the hedge fund manager of the big short fame, has two new targets, Nvidia and Palanteer. Bur, who rose to fame for his 2008 bet against the US housing market, bought put options on the companies. That was revealed in a 13F.And that means he would profit from price declines. >> Great companies, good companies, but the rate of growth is being valued at perpetuity. So any hiccup in that is going to send these stocks into correction.And we're not talking a 5% correction. When the NASDAQ pulls back, ...

concerns of course have been weighing on these palentine palunteer shares despite the company topping third quarter estimates and raising its fullear guidance. Joining me now is Gil Laura DA Davidson head of technology research and obviously Gil there are two things going on here. There is the fundamental story of the company and then there's the stock story of the company.On a fundamental basis in these numbers was there anything not to like. >> No. No.The results were spectacular. They exceeded any expect ...

On this episode of Decoding Retirement, host Bob Powell discusses executive retirement with Amy Permenter, executive wealth strategist for Bank of America, revealing the essential steps to take to ensure your golden years are as successful as your working years. Amy speaks about the importance of understanding your company's benefits, navigating identity transition, and preparing for potential out-of-pocket healthcare costs. You don't have to be an executive to benefit from the practical retirement advice o ...

Uber shares are falling despite the ride hailing company posting third quarter revenue that beat expectations. Wall Street seemingly sees bumps in the road ahead has to do looks like with earnings. Let's bring in Scott Devbush securities managing director of equity research.Hey Scott, it's good to see you. So yes, the revenue beat but operating income looked like it trailed estimates here. So what's sort of your your highle view on the quarter.>> Good morning Julia. I think the quarter was, you know, outsta ...