Final trade time. Tim >> Southern Copper. Copper is going higher.>> Finally, >> I tend to agree. Real >> Dan. >> Tim's PayPal.What do you say. Can't hurt you. Can't hurt you.No. >> Well, I said bye. >> Neither can Evan Brown, who we now totally.>> Uh, I think New Mining is turning again. Melms. >> All right.Thank you for watching Fast. See you back here tomorrow 5. Mad Money starts right now. ...

Starbucks 观点 - Melius Research 给予星巴克“卖出”评级，认为其是一项转型投资[1] - 投资者更关注客流量而非每股收益，即使利润率承压，客流量加速增长也可接受[2] - 推出 Green Apron 计划可能增加劳动力成本压力，但未必带来客流量的显著增长，投资者关注门店表现及未来展望[2][3] - 星巴克多年来提价，但体验和质量未跟上，应考虑降价或推出入门级产品以提升客流量[4][5] - 咖啡价格上涨将在未来一年对利润造成压力，但降价策略有助于提升客流量，这才是投资者关注的重点[5] - 市场传闻星巴克可能出售中国业务的股份甚至全部业务，公司正在寻找合适的战略合作伙伴[6] - 中国市场面临来自瑞幸咖啡和 Cotti Coffee 等本土品牌的竞争压力，出售价格和业务前景是关键[7] Chipotle 观点 - Chipotle 的业绩预期相对较低，投资者同样关注客流量[8] - 快餐行业面临定价压力和新品牌涌现，Chipotle 的营收可能承压[8][9]

Market Expectations & Fed Policy - The market anticipates the Fed will cut rates, pricing in a near certainty for a quarter-point cut, despite limited official jobs data due to a government shutdown [1] - Some anticipate a potential for 50 basis points (0.5%) of cuts tomorrow, although this is not a widely held view [3][4] - The market is betting that job cuts will prompt Fed cuts through the end of the year, with major indices setting intraday records [2] Employment Market & Layoffs - Amazon is officially cutting 14,000 jobs, and UPS has slashed payrolls by 48,000 this year, joining other companies like Target, Meta, and Starbucks [1] - The unemployment rate is expected to increase measurably over the next couple of quarters [3] - Corporate job cuts are a concern, particularly regarding their impact on consumer spending [7] Economic Indicators & Data - The absence of a month's worth of economic data due to the shutdown makes it difficult to assess the current economic situation [5] - Regional Fed surveys offer some insight into the economy [6] - Traditional measures of the relationship between the unemployment rate and the rate of change in the unemployment rate may not be reliable in the context of AI [6] Company Specific Analysis - UPS layoffs are attributed to a reversal of the pull-forward in goods demand experienced during the pandemic [8] - Amazon's layoffs are seen as a way to maintain capital discipline and continue investing in areas with the highest potential ROI, such as Nvidia and capex spend [9] - Companies may be cutting jobs to make gains in productivity [10]

Jensen Hong is seemingly doing everything right. I mean, short of gifting President Trump a golden GPU, he is ma he is, you know, courting the president in terms of echoing some of the sentiment that the administration has regarding uh manufacturing in in America, etc., and then also making all these partnerships, which seems to be the way to put market cap onto your company these days. Inc, a partnership and and the rest will follow.>> Well, he even referred to it as a virtuous cycle. Um and so at what is ...

Welcome back to Overtime. President Trump is hoping to sign trade deals with several major Asian countries, including Japan, during his trip to the region this week, but one major country appears to be getting shut out of trade talks. Sema Modi joins us now.She has the details. Hi, Sema. >> Morgan, foreign policy experts agree that India should be the lynch pin of President Trump's Asia visit.Two largest democracies in the world, billions of dollars invested by hyperscalers in the country, and yet trade tal ...

But joining us now for an exclusive interview is Naav Zafrier, Checkpoint Software CEO. Naav, it's great to have you back on the show. Uh, welcome.And I do want to start with the AI factories and this deal with Nvidia. I think first just like let's take a step back. What are we talking about when we talk about AI factories and what is so special about them in terms of securing the data and the infrastructure.>> Yeah. Hi Morgan and thank you. So um as we are all struggling to stay relevant, we're moving thro ...

alignment of purpose and profits is something that we saw so much in not only our disruptor 50 lists as we've seen more of our disruptor 50 companies um have an additional purpose in addition to profits but also on our changemakers list. There are so many women on the list who are focused on not just doing good and also doing well but aligning those two things and making sure in success they're either benefiting society or the environment etc. But wait go take me back to that moment. What was that moment in ...

If you build it, they will come. So, how will all this play out in the semis trade. Joining us now is VC Arya from Bank of America.It's great to have you back on and let's start right there because it was another gang busters days day overall for the semis sector. Um, how much further can AI drive this. >> Uh, thanks Morgan.I I think that this thing can go on for at least another year to two years and perhaps even till 2030. And the reason is that most infrastructure cycles you know they tend to last for a ...

Can the rally survive without the tech trade. Well, let's bring in Northwestern Mutual Wealth Management CIO Brent Shudy and Capital Area Planning Group managing partner and CNBC contributor Malcolm Ethridge. It's great to have you both here.And Brent, I will kick off this conversation with you because as we started this hour, Mike Sani laid out how poor breath has been here as Megaap Tech has continued to lead the charge. Uh, is that just the way we need to think about this market and how to be invested in ...

Matt Boss again, congratulations on being named number one in retail on the street for however many years in a row it's been. Um, you don't cover Wayfair, but you see Wayfair and the stock is doing obviously great things today on the back of its earnings and you think what as it translates into the stocks you do follow. >> Yeah, thanks for having me on, Scott.And and on the number one, I really appreciate that. JP Morgan, big win for them, too. Just more broadly, I wanted to uh point that out.It's great to ...