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Media Rights Negotiation - The company is committed to finalizing the Sunday package deal [1] - Multiple bidders are involved in the process, including NBC, Apple, and ESPN [1] - The negotiation's complexity lies in whether a single entity acquires all rights or multiple deals are made [2] - The company is confident in securing a deal beneficial for its fans [2]

better part of two years going into these numbers. I'm concerned in part about the slowdown in the company's snacking portfolio. I did speak with CEO Raone Laguarta about that and how it balances out with beverages and how he's thinking about all of it this morning.Listen, snacking is is a a great opportunity uh for growth. I think the onthe-go lifestyle for consumers will continue in the US and in many parts of the world. urbanization is a factor you know uh both uh uh couple are working so I think this is ...

Financial Performance - Novartis shares experienced a decline of nearly 3% despite exceeding expectations for both top and bottom lines [1] - The company has raised its guidance for the 10th consecutive quarter, demonstrating strong sales and core operating income performance exceeding 20% [3] - Key growth drivers, including breast cancer drug Kisqali and prostate cancer drug, are performing above expectations [3] Market Dynamics & Strategy - The US policy environment is creating an overhang on the sector, impacting stock performance [2] - Novartis believes its build-up of U S inventories will help mitigate the impact of tariffs this year [1] - Cosentyx is still growing in the mid-single digits and on its way to becoming an $8 billion medicine [6] - The company aims to balance patient costs and affordability with investments in innovative medicines, especially considering competition from China [8] Leadership Transition - Harry Kirsch will step down as CFO after 13 years, which is considered normal for a company of Novartis's size [4][6]

Market Outlook - Goldman Sachs Research anticipates tariff rates to continue climbing throughout the year [2] - The market is pricing in a gradual increase in tariffs, with companies managing margins and sustaining earnings growth [3] - Continued earnings growth is considered the most important factor for the market [3] - There's a possibility of companies passing on tariff costs, potentially leading to a slight increase in inflation [3][4] - The S&P 500 target is 6,600 by year-end, representing approximately 5% upside [5] Risk Assessment - The biggest risk to the market is interest rates, with uncertainty surrounding the Federal Reserve's actions [5] - Elevated uncertainty means the distribution of risks for asset prices is still pretty wide [6] Sector Performance - AI software basket is up more than 30% year-to-date, with a continued strong outlook [6] - Market breadth is narrow, with the median S&P 500 company still more than 10% below its high [7][8] - A catch-up in market performance is more likely than a continuation of the current outperformance [8]

Space Industry Potential - Unlimited power from the sun, cooling from the vacuum of space, and real estate are available in space [1] - Space can unlock constraints on Earth, providing clean energy in a decarbonized way [2] Data Transmission & Infrastructure - Data can be beamed back from data centers built on the moon using robotics [2]

Stocks trying to hold on to this head of steam this morning. Dow's up 80 points. NASDAQ just hit another record high.Big tech of course joins the earnings fund tonight with Netflix after the bell after a strong start to the year. Joining us this morning is NEM analyst Laura Martin. A $1,500 price target and a buy rating on the stock.Laura, it's good to have you back. I've seen a lot of 1100s and 1200s, but is is that close to a street high. you know, it might be.But, you know, we're really looking forward t ...

Financial Performance - GE Aerospace beat street estimates by $0.23 per share, earning $1.66 per share [1] - Revenue exceeded expectations, topping $10.1 billion [2] - The company raised its free cash flow guidance for the year to a range of $6.5 billion to $6.9 billion [3] - GE Aerospace is targeting $8.5 billion in free cash flow for 2028 [3][4] - The company is targeting $11.5 billion of operating profit [4] Operational Highlights - Engine deliveries increased by 45% in the second quarter [2] - The company expects to grow at a double-digit rate [4] Market Performance - GE Aerospace has significantly outperformed the S&P 500 over the last three years [4]

Regional Bank Fifth Third posting a slight beat on the top and bottom lines reported continuing loan growth and net interest margin expansion. Joining us to discuss is Fifth Third CEO Tim Spence. Stocks down about 2% Tim, but overall the environment seems pretty decent when it comes to activity for your bank.Yeah. Uh good morning Sarah. Thank you.I think it uh it has been quite good and will continue to be constructive. I think we were very happy we were able to grow revenue by 6% year-over-year. uh it had ...

Financial Performance - The company is proud of its first-half results, having grown earnings and margins [1] Market Trends & Industry Dynamics - The airline industry is expected to see a reduction in available seats starting in mid-August, creating a tailwind [2] - Business demand has increased [2] - Reduced economic uncertainty, related to tax bill resolution and stabilization in the Middle East, is contributing to increased business activity [3] - Tariffs, while not fully resolved, have a narrowing range of potential outcomes, leading to businesses becoming more active [3] - The end of June saw a sudden increase in business activity [4] - The company serves as a real-time indicator of the economy [3]