Inflation & Pricing - The report claims previous policies led to high inflation [1] - The report states prices are decreasing substantially [1] Affordability - Affordability is highlighted as a key concern [1] - Making America affordable is a top priority [1] - The report suggests consumers may need to reduce spending on certain items [1]

Unfortunately, some of parts of it that that I have seen um make a a huge change in what was for many many years a true alliance between Europe and the United States um the the remarks that are made about Europe also in interviews recently um I think are trying to break apart what I think needs to be a very important alliance today and in the future. So, um, it's a program that President Trump and his advisers put together. He's the president of the United States has a right to do that.But it has a number o ...

Professor, it's great to see you. Thanks for being with us. Was the seizure of this tanker illegal.On its face, it sure looks like it. We had a warrant issued by a U.S. federal court. We had sanctions in place, actually, and a pretty comprehensive regime against both this particular tanker and as well as numerous sanctions against the Venezuelan government and nation going back to 2005.But against this tanker, there were sanctions against it going back to 2022, in fact, for allegedly illegally smuggling oil ...

Our viewers and listeners, people who are actually on these plans, these Obamacare plans, should they expect this to be their new reality. It looks like it. I mean, Democrats have been trying to ring the alarm for a long period of time.And almost in the last 15 years, the Republicans have said that they had an alternative plan. Yet no one has seen them produce anything. And this is something that should have been talked about.We've been advocating for it. We've been talking about an extension, if nothing el ...

It's been a very busy week for you. We've been Japan, Korea, Taiwan, Hong Kong. What's been the sort of standout so far, the key takeaways.Well, the key takeaways for us is growth. The APAC market and in particular the North Asia markets as well. They are huge growth markets for us.And if you look, for example, in the rideshare business, over 30% of our global first trips coming into the category come from the APAC region. The area is growing very quickly, including Taxi as well, which is actually one of ou ...

I had a chance to meet Prime Minister Modi yesterday and so the 17.5% billion which is the largest investment we made in Asia to date and so we're uh thrilled about it. India really does seem to be having its AI moment. Microsoft just pledged $17.5% billion towards AI and cloud computing in India and right as Satya Nadella was set to [music] take the stage here in a convention center in Delhi.On the other side, Amazon rolled out its own plan of a [music] 35 billion investment that also includes AI. And let' ...

Market Performance & Key Indices - S&P 500 closed at a record high, up approximately 02% [7] - Dow Jones Industrial Average closed at a record high, up more than 600 points or 13% [8] - Russell 2000 outperformed, up 12% to a fresh record high [8] - Nasdaq Composite and Nasdaq 100 declined by about 02% to 03% [7] Individual Stocks & Company News - Oracle's stock experienced its worst single day since January, down 109%, following increased spending on data centers and equipment [16][17] - Rivian shares fell by 6% after unveiling its own AI chip to replace Nvidia tech [18][19] - Eli Lilly's stock increased, with its next-generation obesity shot showing promising results in weight loss and knee pain reduction [14] - Disney agreed to invest $1 billion in OpenAI AI and license iconic characters for use on the startup's AI video platform [15] Sector Performance - Materials sector was a significant outperformer, up by 22% [11] - Financials sector also performed well, up 18% [11] - Communication Services sector was the worst performer, down 1% [11] Lululemon Management Change & Financials - Lululemon announced that Calvin McDonald will step down as CEO effective January 31st, 2026, with Marty Morphett taking on an expanded role as executive chair [21][22] - Lululemon's fourth-quarter net revenue outlook is $35 billion to $359 billion [23] - Lululemon's third-quarter EPS was $259, exceeding the street estimate of $222 [23] - Lululemon's international comp sales for the third quarter, ex currency, were up 18%, exceeding the estimated street estimate of 107% [24]

Let's start with the departure of McDonald. He's been there since 2018. We had a chance to see what he can do the last couple of years.Haven't pleased investors. Do you think this could potentially be a good change for the company. I think it's a positive change.Look, I think Calvin did a great job in scaling the business into a global leader for a period of time, but I don't think he was the right leader at the right time for this business. And what we've seen is throughout the past year, year and a half, ...

situation is is that our two goals are a bit in tension, right. So, um, interestingly, everyone around the table at the FOMC agrees that inflation is too high and that we want it to come down and agrees that the labor market has softened and that there's further risk. Everyone agrees on that.where the where the difference is is how do you weight those risks and what does your forecast look like and and and where do ultimately ultim where do you think the bigger risk is and and you know it's very unusual to ...

Supply Chain Shift - US tariffs on China, reaching as high as 88%, triggered a significant supply chain shift in the video game console industry [1][2] - Vietnam has become a primary source for US console imports, accounting for 75% or more, due to tariffs of approximately 10% or less [2] - Key suppliers for Sony, Microsoft, and Nintendo have been establishing or expanding manufacturing and warehouse facilities in Vietnam since early 2024 [3] Production and Export - Vietnamese manufacturers experienced a substantial increase in video game console exports to the US, rising from under $30 million per month to over $400 million per month [3] Market Impact - Despite the supply chain realignment, US store shelves have remained stocked with video game consoles [4] - Consumers may have observed price increases in some older console models due to the tariffs [4] Future Outlook - Analysts predict that the production shift to Vietnam is likely to be permanent, even if tariffs are removed [3]