will all be in focus. Joining me now is Craig Moffett, co-founder and senior analyst at Moffett Nathansson. Um Craig, first of all, maybe we could take a step back and and get a sense of what you think the read through is from the three reporters, the three companies we saw report yesterday, uh Meta, Microsoft, and Alphabet.What's the read through from those reports for Apple. >> Well, I first of all, hi Leslie. I I don't I don't know that there's a direct read through from the operating results.I think one ...

Joining us now with more, Michael Nathansson, founding partner, senior research analyst at Moffett Nathansson. Michael, thank you very much for joining us. You have argued, I believe, on this very program and in your research, that Alphabet should be the most valuable company in the world.Why. >> Thanks for having me. It's an AI winner, right.I think what people are starting to wake up to is that their infrastructure advantage lets them invest in AI more efficiently than almost any other company. Right, Bri ...

Financial Performance - The company experienced impact from shutdowns on consumer confidence and traffic in the first quarter [1] - Despite shutdowns, written sales in the retail division increased by 52% [2] - The company increased marketing spend to 34% from 23% [3] - The company ended the quarter with $194 million in cash, up from $187 million last year, even after paying $10 million in regular dividends (39 cents) and $6 million in special dividends [4] Operational Highlights - The company manufactures almost 80% of its products in North America [4][5] - The company delivers products at one price throughout North America [6] - The company is continuously monitoring the impact of tariffs, leveraging manufacturing in Mexico and Honduras [7] - The company emphasizes its vertically integrated structure as a strength [3][5][7]

Amazon also reporting tonight just in case you thought you got all the crossurrens for the day's uh stock drivers down the street watching for growth in AWS and a return on its AI investments. Mackenzie Seagal has more on what to expect in today's tech check. Mac, you've had a busy week.Yes, it has been. Alphabet yesterday, Amazon today. Their stock really trades on its cloud business.And it has been a rough few quarters for Amazon. With Google, Meta, and Microsoft all raising their capex in their latest qu ...

Welcome to CNBC. com. I'm Frank Holland, anchor of Worldwide Exchange.XPO, a logistics company, reported its earnings this morning. Top and bottom line beats the stock is moving higher. To discuss the quarter and much more, I'm joined by CEO Mario Haric.Mario, thanks for joining us. Stock popping after not only the report, but after your call. Talk to me about this beat when we're talking about the top of the bottom line.What was the driver for the quarter. Well, overall Frank, our strategy is working and w ...

I've got to ask you about your outfit. Some people online were commenting that they noticed that that your colleagues were wearing suits and you were wearing sort of a zip up like what we're wearing now. Tell me the thought that went into that.>> It was just I want it was just a cool casual look, you know. It was actually it was black dress pants. It was a black dress jacket that was just zipping it up. It was a half zip. It was a whole zip-up jacket.Had a nice Brioni brown shirt underneath. Nice Mary's dre ...

This race has gotten very expensive and kind of national if you look at who's giving money because pro- Quomuomo and anti-mom Donnie packs have raised over $40 million so far. Several billionaires and prominent New York families are among the biggest donors. According to campaign filings, Joe Gbia, he's the co-founder of Airbnb, of course, the chief design officer for the White House.He has given the most since Mandani's primary win back in June. GBI gave a million dollars to a pack called Fix the City and ...

Market Breadth & Concentration - S&P 500 market breadth reached a historic low, indicating extreme market concentration [2][3] - A 4-day streak showed market cap weighted index outperforming the equal weight index by over 0.5% each day, an unprecedented event [4] - The cap weighted index has outperformed the equal weighted index by at least 2.5% for two consecutive months, a trend not seen since 1999 [5] - Across most sectors, cap-weighted versions are outperforming equal-weighted versions, highlighting the dominance of mega-cap stocks [9] Impact of Government Shutdown - Government shutdown is creating uncertainty, driving investors towards mega-cap stocks as defensive plays [6][7] - The gap between cap-weighted and equal-weighted indices widened in the last six weeks due to the government shutdown [7] Consumer & Sector Performance - Consumer discretionary sector is up 1% this month, primarily driven by Tesla and Amazon; excluding these, the sector is down an average of 3% [9] - 75% of stocks in the consumer discretionary sector are down, reflecting consumer concerns and reduced spending [9] Potential Reversal & Future Outlook - Expectation of a reversion to the mean between equal-weighted and market-cap-weighted S&P 500 [8] - Anticipation of a "boomerang effect" in consumer spending once the government reopens, favoring consumer-leveraged stocks [10] - The benefits of AI are expected to accrue to smaller firms in the future [6]

Thanks. Let's get to Emily Wilkins who has that story for us. Hi Emily.>> Hey Margan. Well, yes. The Senate just adopted a resolution that would overturn the powers that Trump used to set up many of his tariffs.This is the AIPA. It's the one that's going in front of the Supreme Court and being debated on. You know, Congress, they do get to assert their power over whether or not the president can continue to use that.And so, they put forward a resolution today. It's actually the third one this week that the ...

Trade Policy - The report discusses trade policy between the United States and China [1] - Derek Scissors, an AEI Asia economist, provides insights on the trade policy news [1]