And one more thing to watch tomorrow is the latest Fed decision. Joining us now to look ahead to the Fed and earnings is Brooke May from Evans May Wealth. Brooke, uh, stocks aren't moving right now in overtime, even on relatively positive earnings.Visa, which I know you own, as a key example, but we've got some mega caps reporting this week. We got the Fed, we got a jobs report. What's going to matter most.>> All of it. Uh you know there's definitely a culmination of data this week and you've got to keep an ...

So joining us now for a CNBC exclusive is New Core chair and CEO Leon Tapali. And Leon, it's great to have you back on the show. Welcome.Thank you, Morgan. Great to be here. So let's start right there.What did you see in the second quarter with rising raw material costs. How's it affecting new core. How much of this is tied to the tariffs and the tariffs rising during the quarter to 50%.You know, look, I I would tell you the impact in Q2 to the overall tariffs was pretty minimal. uh raw materials impact as ...

Here's a big question. Has momentum run out of the historic bounce from the April lows. Let's ask one of this country's top financial adviserss.He's Rich Sapperstein, Treasury Partner, CIO, and he is right there live at Post 9. Do we still have momentum left or are we tired. We do.The backdrop is very favorable. We've got full employment, a Fed on hold, tax policy has been resolved, we're going to get the benefits of deregulation, and the overall economy is still growing. So I think the uh overall environme ...

results as soon as we get them. But let's stay for now with the market. Bring in our first guest, a bespoke investment group co-founder Paul Hickeyi.Paul, good to see you. We we are about to get a lot of micro reads on the consumer across general spending, convenience, travel, even some staples between Visa, Starbucks, booking, and Manderly. Which is the most important you think as a potential read through. You know, I think there a lot of them are important.Visa I think is a great read on the consumer alth ...

Hey, Morgan. Starbucks reporting a revenue beat here for Q3. Nine and a half billion.That's better than the 9.31% billion estimated by analysts. EPS50 cents adjusted. We're not going to be comparing that to estimates due to an 11cent charge from a nonrecurring significant investment in its recent leadership experience conference and a non-discreet item.Same store sales down 2%. That's a bit worse than the 1.3% drop the street was expecting the sixth quarter of sales contractions in a row. North America sale ...

All right, welcome back. Stocks taking a bit of a breather today as you see some firms now suggesting bonds might be your best play into August and September, not stocks. Marco, the co-founder and CEO of Sycamore Tree Capital joins us once again at Post9.Nice to see you back. Good to see you, Scott. I'll ask you about that in a minute, but because trade is taking a lot of the oxygen today with the talks in in Sweden.You say trade policy being less bad is still bad. You think the market's underappreciating t ...

Visa results are out. Hu son has those numbers. Hi Hugh.Hey Morgan. So that's right. It looks like Visa's beat on both the top and bottom line is they continue to boost payments traffic on their network.EPS of $2.98% a share adjusted is 13 cents higher than the estimate. Revenue of 10.2% billion is about 360 million higher than the estimate. Key drivers for Visa in the quarter.That's an 8% jump in payments volume and a 12% jump in total crossber volume. Stock last I checked was up or now it's down a little ...

Today, cryptos in the red again ahead of the Fed's decision on rates. This week, Kraken's Tomas Prumo breaks down the findings of the crypto exchanges new OTC report and Missouo's Dan Dolev discusses what the Genius Act means for PayPal's future. Welcome to CNBC's Crypto World.I'm Talia Kaplan. Digital currency is in the red again this morning as investors await this week's rate decision from the Fed. By noon Eastern, Bitcoin dropped to the $117,000 level.Ether fell to $3,760 and XRP sank to $39. Taking a l ...

This is an incredibly important question. So, let me just lean in with the facts tied to tariffs. The good news in the food space, if there is any good news on tariffs, is the following.95% of food in every country we compete in is bought within that country. Food is an inherently a local commodity. So 95% purchased within country, which greatly decreases that tariff headwind on our business.For those products that are in fact purchased outside, let's focus on the US business right now. The vast majority of ...

Friday, we've got another big deadline coming up, which is August 1st, uh, for snapback tariffs on all the other countries that have not agreed to a deal so far. What can you tell American businesses to expect on Friday. Uh well, I I would think that it's not the end of the world if these snapback tariffs are on for anywhere from a few days to a few weeks as long as the uh countries are moving forward and trying to negotiate in good faith. ...