Government Shutdown Impact - JP Morgan认为，目前政府停摆对航空公司的损失可以忽略不计，不会影响行业结构性叙事 [2] - 尽管政府停摆受到关注，但并非航空公司当前主要担忧 [3] - 如果出现重大中断和航班取消，可能会增加业务复杂性，但预计不会发生 [10][11] - 认为政府停摆对旅客需求的影响有限，预计问题将很快解决 [11][12] Industry Structure and Trends - 行业结构发生显著变化，部分航司盈利能力强劲，而另一些则面临困境 [4] - 成功航司倾向于积极发展常旅客计划、国际旅行和高端市场 [5] - 面临困境的航司通常提供标准化的低端服务，这类消费者目前消费意愿较低 [6] - 经济结构（K型经济）对航空公司业绩有影响，高端消费者贡献了大部分收入 [5][6] Capacity and M&A - 关注Spirit航空公司的未来发展，预计该公司将拒绝约一半的飞机 [7] - 对Spirit航空公司的潜在并购持中立态度，更关注飞机运力是否留在美国 [7][8] - 飞机制造商的挑战导致飞机交付延迟，限制了运力增长，这在一定程度上对行业有利 [9]

We are joined right now by legendary investor Paul Tudtor Jones. He's the founder and CIO of Tutor Investment Corporation. Of course, the founder and board member at the Robin Hood Foundation.We should mention that on October 15th, Robin Hood's Foundation is hosting its 13th annual investor conference right here in New York City. And we'll talk about that. Uh, but a lot of headlines.You know, the Verizon guys, you know Shman pretty well, actually. >> Dan Schulman is chairman of Just Capital. So, that's a gr ...

continue to follow the story we heard about at the end of the previous hour and that was Amazon reportedly planning to cut as many as 30,000 corporate jobs beginning on Tuesday. Our senior economics correspondent Steve Leeman joins us with more. Steve, it's a big number and it's a big story in in how we're thinking about as we here look at AI related stocks and we think about all of the optimism and all of the money that is being thrown towards this transformational technology.The impact negatively that is ...

Today we do begin with our talk of the tape. All that lies ahead this week with mega cap earnings, the Fed decision, and so much more looming large. Let's welcome in Solless's Dan Greenhouse and I Capitals Sali Basket.It's great to have you both with us. Dan Greenhouse, you first. Uh this is a resilient rally.This likes any positive headline it's getting on trade and it thinks it's going to get good stuff from the mega caps. How much is actually riding on what happens this week. Yeah.So, for viewers who wat ...

Welcome back. Twilio, that was our mystery chart. So, Twilio and Service Now both report this week.And the launch of enterprise products from some AI companies could soon threaten some of those software names. Sema Modi takes a look at the companies that could be most impacted in today's tech check. Hi, Sema.>> Morgan, this is a key debate, right. You have open AI just in the past month unveiling a suite of advanced artificial intelligence tools for not just customers but corporations. And the goal of CEO S ...

CNBC’s “Fast Money” team discusses the banking sector and the outlook for mergers and acquisitions in the sector after regional bank Huntington Bancshares acquired Cadence for more than $7 billion with Drew McKnight, co-CEO and managing partner of Fortress Investment Group. ...

As the markets grind higher, so-called “buffer” ETFs are growing in popularity. The funds allow investors to customize their risk/reward ratio without limiting their upside potential. TrueShares ETFs CEO Mike Loukas and BondBloxx co-founder Tony Kelly sit down with CNBC’s Dominic Chu to discuss this, as well as the latest investor behavior when it comes to bonds. ...

Investment Opportunity - UPS's stock is considered undervalued, trading at its largest discount to the S&P 500 in history [2] - The stock has an almost 8% dividend yield, suggesting a robust dividend [2] - The company is essential to the global economy and generates enough free cash flow to cover the dividend [2] - Potential for stock price appreciation as UPS addresses cost issues and reduces its reliance on Amazon [2] Industry Dynamics & Regulatory Impact - Stricter enforcement of English language and citizenship requirements for truck drivers could remove as many as 200,000 truckers from the road [4] - This enforcement, combined with existing supply chain issues, could lead to an undersupply of trucking capacity and higher trucking rates in 2026 [5][6] - UPS is a bellwether for the broader transport and freight economy, particularly regarding tariff impacts [7] Company Strategy & Financials - UPS plans to cut 20,000 jobs, impacting blue-collar employment [9] - The international segment of UPS provides clear insights into the impact of tariffs, as the company separately reports domestic and international results [8]

CNBC’s “Fast Money” team discusses retail trader sentiment with James Kostulias, head of trading services at Charles Schwab. ...

BondBloxx ETFs Co-Founder Tony Kelly sits down with CNBC’s Dominic Chu for “ETF Edge” to talk about the evolving space of bond investing. Kelly says he’s seeing a more granular view of fixed income exposures in clients’ portfolios. TrueShares ETFs CEO Mike Loukas joins the conversation. ...