For more, let's bring in Lisanne Saunders. She's the chief investment strategist at Charles Schwab. You know, things are changing, Lisanne, when you start to see the new monikers uh to try to group, you know, group things together for the new Nothing seems to be getting in front of this AI trade, though.Yeah. No, but but I think there's there's more discernment in terms of what does well. And you're right, the moniker do change now.I've been hearing more of the MAG 3 earlier this year instead of the MAG 7. ...

I'm not so sure Sarah that the consumer is in a much better spot. I think the consumer is probably stable at this point in term I think it's probably better financially that it was I'm talking especially middle and lower income families that are very relevant to us. Um but they're anxious about their future.I think both u inflation expectations and also immigration policies are making consumers anxious about the future. So I would not say the consumer is in a better place. I would say PepsiCo has been worki ...

So, what does this deal say about Uber, Lucid, EVs, and more. Mark Fields, former president and CEO of Ford Motor Company, also CBC contributor, joining us now. Mark, your take on this deal.Well, it's obviously it's a much bigger deal for Lucid than it is for Uber. And and Brian, what you're seeing with Uber is they're spreading their bets, right. They've announced this partnership today where you know Lucid's going to provide the cars, Uber's going to provide the ride hailing network and Neuro the self-dri ...

Market Trends & Industry Dynamics - Pepsi's CEO discussed the possibility of transitioning away from corn syrup, contingent on making sugar more affordable in the US through government intervention and farming strategies [1] - The beverage industry might see a shift towards using real cane sugar, driven by consumer demand and potentially influenced by the US President's affinity for Coca-Cola products [11][12] - A potential increase in demand for sugar could arise from beverage and packaged food companies introducing products with cane sugar, impacting syrup companies [9][10] Product & Strategy - Coca-Cola's full sugar platform (Coke Red can) represents less than 5% of its total global volumes, excluding Diet Coke and Coke Zero Sugar [4] - A complete conversion from high fructose corn syrup to cane sugar across all Coca-Cola products is unlikely, but the launch of a cane sugar-based product is possible, similar to Mexican-style Coke [5][6] - Pepsi will adapt to consumer preferences, potentially moving towards cane sugar-based sodas if there is sufficient demand [11] Cost & Supply Chain - Sugar is more expensive in the US than in many other parts of the world, necessitating a conversation with the government to reduce costs [1] - The US imports a significant amount of cane sugar, primarily from Brazil, as domestic production is limited to parts of Louisiana and Florida [7][8] - High fructose corn syrup became prevalent in the 1980s due to its lower cost compared to sugar [9]

Maybe you hate JPAL. Maybe you love him. Maybe you have no idea who he is.Regardless, what you need to know is that he's in charge of the Federal Reserve. So, he controls what's known as short rates. That means the short-term interest rates there are are like the ones you borrowed today and pay me back to bar.The president appoints the head of the Federal Reserve, and in this case, it was President Trump who hired Pal during his first term. Trump now thinks Pal's doing a terrible job because he won't cut in ...

Fed Independence & Market Impact - Dismissal of the Fed chair could potentially trigger a crash in the bond market, the dollar, and the equity markets [1] - The Fed's independence signals monetary policy stability to both the US and global financial markets [1] - The Fed chair's decisions are intended to be independent of political influence [2][3] - The Fed chair's term is designed to be independent of the president's term [2] Risks of Undermining Independence - Undermining the Fed's independence could negatively impact the markets [4] - The Fed's independence is considered a valuable asset to the United States and its markets [4]

Check out Taiwan semi shares up 4% session highs after raising their 2025 revenue forecast. The signal big tech is still pouring money into chips and data centers. Dear Jabosa breaks down why and dearra yesterday.Okay, riddle me this. ASML makes the tools that make advanced semiconductors that TSMC fab fabricates or what what they they have problems. The stocks are down.They maybe it's tariffs, maybe it's not. Then today, TSMC everything is fine. How can both of these things be true at the same time.Right. ...

And my next guest is expecting all three bills to ultimately pass, but says this infighting between special interest groups, creating some headwinds. Caitlyn Long is founder and CEO of Custodia. Caitlyn, this kind of like now I'm getting echoes of the budget bill, you know, is this just all the sausage making and it's just bumps in the road and then we bring everybody together and then we get this thing passed or do you see hurdles to some of these bills actually going into effect here.It's definitely an ug ...

Financial Performance - Netflix's Q2 revenue increased by 13% last quarter [1] - Morgan Stanley upped Netflix's price target to $450, approximately 12% upside [1] Generative AI Impact - Generative AI can substantially reduce content production costs for animated films and scripted television series [2] - Generative AI can enhance personalization and curation, improving user engagement and pricing power [3][4] - Morgan Stanley's bull case projects Netflix's margins reaching 50% over time due to Gen AI [3] Market Opportunity & Competition - Netflix has over 300 million members, while there are over 700 million connected households in its operating markets, indicating further growth potential [6] - Netflix distributed a linear network in France called TF1 to grow engagement and reach [7] - YouTube and Netflix are increasingly defining television for the global audience [12] Strategic Evolution - Netflix's product is evolving to include other kinds of programming, potentially including sports, to be perceived as TV [8] - Consumers turn to Netflix to decide what to watch, unlike other streaming services except for YouTube [10][11]

The final trades. Bill, you're up first. KGC riding the 50-day moving average all year.Joe Cintas, Golden Cross in Amazon. Pay attention. Is that short enough. If that's short enough,. ...