It is time. It's time for the light round by my top play and then the lightning round is over. Are you ready.Ste with mirror in Texas. Mera. So excited to talk to you Jim.Right back at you. With with the new deal with Japan. Is there a catalyst for Toyota Motor Company.Uh, well, I think they now get the downside, which is going to have to raise prices a little. I'm going to say I'm going to take a pass in Toyota only because it just went up so much, but I like your instincts. Let's go to Dave in New York.Da ...

Financial Performance - Waste Management delivered a healthy top and bottom line beat, driven by strength in the core business [2] - Healthcare solutions EBITDA margins improved by 170 basis points [6] - The core business continues to drive gross margins [6] - The company raised its margin expectations due to strong performance in pricing and cost control [7] Business Strategy & Operations - Waste Management's stock is considered a "forever stock" due to consistent performance [3] - Acquisitions, such as Stir Cycle, have been a key factor in the company's success [4] - The company has smoothed out fluctuations in the recycling business through contract adjustments and diversification into areas like healthcare solutions [10] - Increasing regulatory requirements can work in Waste Management's favor due to its self-regulation practices [18] Market & Economic Outlook - The garbage business can provide insights into the economy [2] - The construction and demolition business is improving sequentially, indicating potential economic improvement [14] - The company sees signs of economic strengthening, particularly in the commercial and industrial sectors [13] - Waste Management is well-positioned regarding declining landfill airspace availability, with advantageous locations in major MSAs [21]

powerful as the power of us. >> Who later this week we got a big IPO coming. Figma, the design software company, is looking at an initial valuation in the neighborhood of 20 billion bucks, making this the largest enterprise software deal since 2021.Now, my gut says that this stock should be able to roar right out of the gate. But you know what. I'm hesitant to recommend it.Even though the underlying business is excellent because I'm betting it will quickly get way too expensive. Now, if I'm wrong. If I'm wr ...

IPO Overview - Figma 预计首次公开募股估值约为 200 亿美元，是 2021 年以来最大的企业软件交易 [1] - 尽管 Figma 的基础业务表现出色，但行业对其估值过高持谨慎态度 [2] Business and Product - Figma 的设计软件应用广泛，被用于 Google Maps、Uber、Netflix 和 LinkedIn 等产品设计 [3] - Figma 拥有财富 500 强企业 95% 的客户 [4] - Figma 提供一整套软件，方便客户设计应用程序和网站，Adobe 曾试图收购该公司 [4] Financial Performance - Figma 去年收入增长 48%，今年第一季度降至 46%，第二季度在 39%-41% 之间 [5] - Figma 拥有超过 10500 个客户，年度经常性收入超过 1 万美元 [5] - Figma 拥有 963 个客户，年度经常性收入超过 10 万美元 [5] - 客户数量和年度经常性收入均同比增长 [5]

When you've moved up as much as we have since the post liberation day lows, you better hope that earnings can justify that run. Today though, the earnings came up short. While there were many bright spots, there were enough negatives to offset any talk of a potential trade deal with China or the strength of the economic data or the continual parade of takeovers that would have been blocked by that previous administration.They wouldn't even thought about doing them. And that's why the Dow lost 205 points, th ...

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Final trade time. Tim, it's good to be dressed up tonight. I mean, everyone looked good.I don't know why guy I don't know why guy didn't have his jacket on, but I'll tell you what. You know, you know who's flying high is Delta. They're looking good, too.Stephen, Intel, right around where the stock should jump. Dan. Yeah, Nvidia.I think it's probably time right now. We didn't have money for jackets. Tim, make me feel bad.Uh, NASDAQ goes to 95, goes to 100. ...

Industry Insights - Schwab's Head of Trading Services, James Kostulias, discusses retail traders' positioning for the second half of the year [1] Personnel - James Kostulias is the Head of Trading Services at Schwab [1]

Novo Nordisk 市场表现与策略调整 - Novo Nordisk 股价下跌 22%，为 1987 年以来最糟糕的一天，原因是该公司今年第二次下调了业绩预期 [1] - Novo Nordisk 新任 CEO Mike Dudstar 上任，投资者对此反应不佳，可能因为他来自国际部门，而美国是其最大的市场 [2] - Novo Nordisk 需要更快地做出反应，加速增长，可能意味着需要进行收购以加强产品线 [3][4] - Novo Nordisk 在应对 GLP-1 市场上的竞争和数据更新方面反应迟缓 [4] - Novo Nordisk 面临着复合 semaglutide 的问题，约有 1 million 患者正在使用 [5] - Novo Nordisk 需要重新与医生建立联系，因为过去一年产品供应不足可能导致关系紧张 [10] - Novo Nordisk 需要创新，开发 Kaggri 7 和 Traciede 的替代品，因为 Wegovy 不如 Zepbound [10] - Novo Nordisk 的研发组合不能只关注 semaglutide，需要收购或重新调整研发方向 [11] - Novo Nordisk 的商业运营需要更有活力，不能总是模仿 Lily 的策略 [12] Eli Lilly 市场优势 - Eli Lilly 在各个方面都表现出色 [6] - Eli Lilly 的 Zepbound 和 Mounjaro 的处方量超过了 Wegovy 和 Ozempic [7] - Eli Lilly 积极投资于生产和 DTC，没有 Novo Nordisk 面临的复合问题，并且能够进行收购 [7] - Eli Lilly 预计将在未来占据更大的市场份额 [8] - Eli Lilly 将在一年左右推出口服产品 [11] 市场竞争与未来展望 - 市场普遍认为 Novo Nordisk 正在迅速失去市场份额 [9] - Novo Nordisk 的业绩预期下调与销量有关，而非价格 [9] - 行业不希望出现价格战，因为这会损害市场 [9]

So, do these big moves under the surface raise a warning sign even when the broader markets seem tame. Guy, >> you have to pay attention to them without question. And obviously tomorrow we could come back, they all could be making new highs, but you wait for days like this to give you some indication that maybe something's turned.In terms of Nvidia, we saw very similar move back in January. The stock made an all-time high 153 and change, closed lower on the day engulfing pattern. By April, it's trading 90 b ...