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]

Welcome back to halftime. Let's get to our chart of the day. Look at this one.Chipotle shares taking a real big hit after lowering its sales outlook as consumers they cut back on dining as they're feeling the pressure from inflation. Shares down more than 14%. Steph Link, you sold out of this one. You got out.You don't like burritos. What's going on. >> Mayor Kulpa, this has been a problem for a while.I've been fighting it. I I was looking for anything to be positive last night. Anything at all.There was no ...

back. Joe Turnov, I want to turn to you with that. I was just looking at the things that are the names that are having the biggest negative impact on the S&P.It's not surprisingly Meta and Microsoft, but it's Nvidia, it's AMD, it's Oracle. It's all those names that have been powering the market higher so far this year. Is this a meaningful inflection point or is this just a reaction to some earnings and people deciding, I guess, to to put their bets in different places.>> No, I I do not believe that this is ...

We are back on halftime with final trades. Jim, you're up first. >> Cisco Systems, many fundamental things going right at the company, but the shares, they just have great momentum.>> Oh, that's it. Steph, you're up. >> Quatis services had a very good earnings report.They grew revenue 17.5%, organic growth of 10% and electric backlog is up 15% sequentially. So, electrification theme is still alive and well. >> All right, Joe T, you got the last word.Steph, you know the industrial train technologies. >> I ce ...

We've all seen the sci-fi movies where you can create a piece of clothing or you can imagine creating a whole new world in the hollow deck just by talking about it. That really is our vision and our vision is everyone is a creator simply by talking about it, by dreaming about it. We're soon going to be releasing uh what we call 4D creation in experiences.So, if you and I are playing a a game together on Roblox and you want a new vehicle, you'll be able to talk about it and it will magically appear. We think ...

Amazon, the latest and last cloud giant to report tonight after Microsoft and Google's results of course we got last night. Investors are watching for the growth at Amazon Web Services and also they'll keep an eye on the return on what Amazon is spending on AI. Mackenzie Sagalas has more on what we can expect in today's tech check.McKenzie, >> hey David. So, Amazon is under fresh pressure to prove that its AI investments are delivering real returns, especially after underdog Alphabet raised its capex and wa ...