Take a look at Cisco's stock. The food distributor shares lower despite reporting beats on the top and bottom lines in its fiscal Q4. Fullyear guidance coming in a bit below expectations.And the company noting a decline in US food service volumes driven in part by negative industry foot traffic. Joining us in a CNBC exclusive is Cisco CEO Kevin Heracen. It's great to have you Kevin.I mean you have such a good lens here into restaurants and hotels and hospitals and everything else. What are you seeing. >> Ye ...

Culture & Operational Improvement - The company faced serious issues in manufacturing effectiveness, safety, and efficiency [1] - The company is seeing very positive signs of a turnaround, with teams rallying around cultural improvements [2] - A different Boeing is emerging in the marketplace, according to customer feedback [2] - The company acknowledges that there is still a lot of work to do to continue improving the culture [2] Future Outlook - The company expects continued cultural improvements to help through next year [2]

Welcome back to Money Movers. Take a look at Novo today. Down double digits on pace for the worst day since 87 as the company cuts slashes really its fullear guidance.Novo saying that it now expects weaker growth expectations in the second half for GLP1 drugs WGOmpic. Company also announces the appointment of its incoming CEO Mike Dotstar effective August 7th. Joining us now to break down the move is Missouo healthcare equity strategist Jared Holtz.Jared, who writes, "Today, we believe analysts will start t ...

Financial Performance - SoFi reports 44% year-over-year revenue growth to $858 million [2] - SoFi's operating margins are at 29% [2] - SoFi achieved a "rule of 40" score of 70, exceeding the benchmark [3] Business Strategy & Growth Drivers - SoFi's strategy is to be a one-stop shop across borrow, save, spend, invest, and protect [4] - Exceptional growth was seen across all three of SoFi's businesses [5] - SoFi is benefiting from unprecedented demand across all of its products [11] Investment & Market Perspective - SoFi is returning to crypto investing [1] - Investors are re-evaluating SoFi due to growth opportunities in AI, blockchain, and crypto [9][10] - SoFi's invest service offers a broad range of products, including single stocks, fractional shares, IPOs, ETFs, robo accounts, and alternative assets [7] Consumer Lending - Consumers are refinancing credit card debt with SoFi at lower interest rates (12-13% vs 24+%) [12] - SoFi is seeing a pickup in student loan refinancing [12] - SoFi money offers 38% interest with no fees [13]

Market & Trade Talk Outlook - TIAA Wealth Management manages $1.4 trillion in client assets [1] - Extending the deadline for China trade negotiations would be a positive market outcome [1] - A major deal from current China trade talks is not anticipated [2] - US trade policy uncertainty is decreasing, with European and Japanese deals setting a framework [2] - Trade truce between the US and China should hold due to economic interdependencies, despite occasional flare-ups [3] Tariff Impact & Economic Growth - Tariffs of approximately 15% are being applied to major trading partners like Europe and Japan [2] - Tariffs of 19% to 20% are being applied to other Asian countries, aimed at curbing Chinese transshipment [3] - Current tariff levels of 15% to 16% on $3.1 trillion in US imports equate to about $400 billion in taxes on businesses and consumers [5] - The economy is expected to slow down to a 1% to 1.5% growth rate due to tariffs [5] Potential Economic Offsets - The market is anticipating potential Fed rate cuts, looking past inflation and focusing on a cooling labor market [6] - Deregulation and potential rise in capital expenditures could lead to an uptick in growth next year [7] - Income tax relief to households and corporations may offset some tariff costs [7][8] - Re-industrialization and manufacturing starts in the US are rising, benefiting industrial companies [9] - Reshoring is taking place, which may not be fully factored into stock prices [10]

Financial Outlook - The company aims to achieve cash flow positivity in the second half of the year, targeting a positive cash flow by the fourth quarter [1] - The turnaround of cash burn is expected to occur in 2026 [1] - A potential one-time significant payment related to the DOJ settlement is anticipated in the third quarter [1] Production and FAA Approval - The company's second-quarter production rate is nearing the FAA-imposed maximum of approximately 38 units per month [2] - The company intends to request FAA approval to increase production to 42 units per month [2] - The company is monitoring key performance indicators with the FAA to ensure production line stability [3] - The company plans to work with the FAA in the third quarter to obtain approval for the increased production rate [3]

>> With the one. >> CNBC out with its latest fed survey showing some growing concern about the market's valuation. Let's get over to Steve Liesman.He's got details for us Steve. >> Hey, David. Yeah.Respondents to the CNBC fed survey expressing as much concern about overvaluation in the stock market as they have in at least a year. S&P seen pretty much flat, even down according to the average respondent, 37 respondents. This time 6344 was 6133 in June.So it's up from there. But below where the market is righ ...

United Healthcare under pressure again after the company said 2025 earnings will be worse than expected, citing higher medical costs. That's been a theme with the insurers. And then Nova Nordic shares on pace for one of their worst days on record.Let's get to Angelica Peoples with the details on that name in particular. Angelica, it it doesn't come out of nowhere because the stock has been on a on a bumpy ride, but I guess it goes from bad to worse. >> Yeah, Sarah, it has definitely been a bumpy ride, but t ...

Operational Initiatives - Starbucks is rolling out the Green Apron Service initiative [1] - The initiative aims to create warmer interactions between customers and baristas [1] - Starbucks aims to maintain turnaround times of four minutes or fewer for digital and in-store orders [1]

Order Backlog and Production - Boeing's order backlog is improving significantly [1] - The company needs to increase production rates to meet the growing demand [2] Tariff and Trade - Many countries are placing orders with Boeing, potentially to gain favor [1] - The tariff deal with Japan is crucial due to Japan being a major importer for products, especially for the 787 program [2] - The current tariff situation is beneficial for Boeing and the US aerospace industry [2] Business Impact - These orders can generate substantial revenue for the company [1] - The positive tariff situation is expected to create jobs in the US [2]