All right, let's talk about the impact of trade, the Fed, and tech earnings on the market. Joining us now, Ed Yardenni, president of Yardeni Research. Ed, good morning.Good to see you. Um, been an interesting 20 hours along all of those fronts. You know, we've got a good test of the elements of the bull case, which are, you know, obviously AI momentum, maybe some kind of trade progress, and then a dovish Fed, which uh maybe is not as dovish as we thought.What do you make of the market response to all that. ...

bring in Maxim Group, senior consumer internet analyst Tom Forte. He has a hold uh on Apple and a buy on Amazon with a 272 price target. I'm just taking a look at Amazon there.It's 226 U. Tom. All right, let's start with Amazon.After what we saw from the cloud businesses of Alphabet and Microsoft, what are your expectations for the allimportant Amazon Web Services component of Amazon overall. >> Yeah. So David, what's interesting about Amazon is that earlier this week from a headcount standpoint, they annou ...

Donald Trump Jr. and Omeed Malik of 1789 Capital join CNBC's "Money Movers" team to discuss the venture fund's investment strategy, its view on AI, the potential of conflicts of interest and more. ...

I definitely believe we are ahead of schedule on our turnaround plan and I definitely believe this Starbucks business has tremendous opportunity in front of it. Uh I'm very optimistic about uh what you know the coming months will demonstrate around the strength of our turnaround and then I'm very optimistic about where this goes over the next couple years. you know, we're fixing foundational things, right.The Green Apron service standard is a foundational element around operating with excellence, specifical ...

Key Products & Market Performance - Tzepide and Mjaro (Zepbound) achieved market leadership in the US for both diabetes and obesity, driven by strong international performance [2] - Mangaro rollout in China, Brazil, and India indicates strong global demand [3] - Oral pill orforglipron is completing Phase 3 program with submission in Q4, aiming for broad global rollout [4][6] Pipeline & Clinical Trials - Oral pill offers a less intrusive alternative to injections, potentially appealing to those reaching their weight target [8] - Retatrutide, a triple-acting agent, shows promise for even greater weight loss than Zepbound or Mounjaro, with initial study focused on knee pain [10] - Studies are exploring the effects of weight loss drugs on inflammation, chronic knee pain, and addictive properties in the brain [11][12] Strategic Outlook - The company anticipates continued FDA approvals, supported by user fees, despite potential government shutdowns [7] - The company has built a head inventory to introduce orforglipron around the world [8] - The company is exploring additional indications beyond weight loss, such as knee pain and back pain, targeting a larger patient population [9][10]

President Trump returning uh to the US this after his face-to-face meeting with Chinese his Chinese counterpart Xiinping. Uh that was in South Korea. Trump says fentanyl linked tariffs on China will be lowered by 10% uh to 20% or excuse me they are now going to be 10% they were 20%.That'll be effective immediately. Beijing also agreeing to delay rare earth export controls by a year. Of course, as our viewers well know, that impacted a lot uh of different stocks and the market overall.Trump also saying he an ...

Welcome back to the exchange. CNBC debuting a new housing market survey going beyond the headline numbers for an on the ground look into residential real estate, which is perfect, right. It's all local.You need on the ground. Diane Ol joins me here on set with a third quarter findings. This is going to get interesting as we have compares.Right. Exactly. What do we know now.Okay, so looking at the third quarter and first just want to explain what we're trying to do here, which is kind of get behind get beyon ...

Now there is a thesis against that that I want you to refute which is this idea of AI eating software uh that people feel that enterprise software uh is going to remain under pressure uh because uh with AI I can make my own software to compete against service now uh does it really work like that >> doesn't work like that Jim you know that's the beauty of our strategy we realize the world needs access to the great hyperscalers And so we integrated with all three of them. So that's a cooperative. The world's ...

Starbucks chairman and CEO Brian Niccol joins CNBC’s “Squawk on the Street” team to discuss the company's weaker-than-expected quarterly earnings, its same-store sales growth for the first time in nearly two years, the outlook for the company and more. ...

Senate Majority Leader Sen. John Thune (R-S.D.) joins 'Squawk Box' to discuss the latest developments in the ongoing government shutdown, takeaways from President Trump's meeting with Chinese President Xi, the resumption of nuclear testing, and more. ...