What are these trade deals that the Trump administration is doing going to do for Ford's EV competitiveness globally. And what if anything needs to happen in these uh negotiations the administration's in with China. >> Well, yes.I I think first of all, you know, the EU and the Japan trade agreement are pretty material for our for our industry. For a company like Ford who makes most of its products in the US, you know, that's a $5 $6,000 benefit. Um and so what we're working with the administration is the la ...

All right, let's get to Jim for stop trading. >> Trying to think keep things balanced here again. The consumer weaker, the enterprise stronger.Uh Shake Shack, which is a marvelous company, Rob Lynch, terrific operator, the stock is down 23 points. Now, why is that. One single line.Beef prices now up low teens. The herd is wrong. You're seeing anyone who's connecting the beef industry really struggling.It's worth it to point out there is a price point that people won't pay for beef. And it looks like the Sha ...

Well, this is an odd one. 47.1% is our July read from MNI on the Chicago PMI. Manufacturing much better than expected, but still under 50.47.1% would be the best since March. But here's the issue. It's the 20th consecutive number under 50 in contraction mode. It's the 34th out of 35 under 50.The last time we had over 50 was November of 23, but prior to that, the entire year was under 50. So, it's definitely a weak number in general, but it's a strong number today. Dollar index, and we mentioned this yesterd ...

They'll always Jim, you've been talking about this from a strategic point of view, right. Interface design. You guys, hopefully everybody will be able to hear us.The crowd is going to be extremely loud. Well, I mean, uses it, Duolingo uses it, Uber uses it, JetBlue, 95% of the Fortune 500 use it. And if you have a prescript, you know, if you have a subscription to Adobe, it's much more expensive than Figma.But Figma's very good product. >> This is Figma versus Adobe, just so everyone knows. >> Yeah.So the m ...

The U.S. Court of Appeals for the Federal Circuit on Thursday hears arguments on whether or not to kneecap President Donald Trump’s global tariff regime. Trump has held up the case as a life-or-death moment for his trade agenda. “To all of my great lawyers who have fought so hard to save our Country, good luck in America’s big case today,” Trump wrote on Truth Social on Thursday morning. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: ht ...

SpaceX Crew-11 mission aboard a Dragon spacecraft, on a Falcon 9 rocket, launches to the International Space Station, carrying NASA astronauts Zena Cardman and Mike Fincke, JAXA (Japan Aerospace Exploration Agency) astronaut Kimiya Yui, and Roscosmos cosmonaut Oleg Platonov on Thursday. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Watch CNBC on ...

Company Performance - CVS's quarterly revenues are substantial, reaching $98-99 billion [1] - CVS is exiting individual exchange plans in 2026, effectively leaving Obamacare [2] - Guidance increases to $6620 from $5756, suggesting positive future performance [3] Competitive Landscape - Walgreens is shrinking [1] - UNH experienced cost-related problems [1][3] - Molina and Oscar faced disasters due to mispricing [3] Strategic Initiatives - CVS will now serve 185 million people, including 60 million with multiple offerings [2] - CVS has improved its pricing strategy [2]

design software maker Figma going public today right here at the New York Stock Exchange. It is a very big deal and u it's a big deal uh for this market and the future of IPOs as well. Joining me right now first on CNBC is Figum's co-founder and CEO Dylan Field.And it is great to see you and it's very exciting to see you because you founded this company in 2012 and I feel like I've watched uh this whole company uh just emerge over the years and in particular this is a special moment because there was a mome ...

All right, let's bring in Mike Wilson. He is chief chief investment officer and chief US equity strategist for Morgan Stanley. And and Mike, just on these points, you're not worried about inflation, at least in regards to what it means for the markets. >> Well, that's right. And I mean, we're just going through all these numbers. It's like, you know, alphabet soup, all these different measures of inflation. And so what we do as equity strategists and investors is we look at earnings. Earnings, you know, tel ...

Economic Indicators - Personal income rebounded, increasing by 0.3%, surpassing expectations, a notable improvement from the previous month's decline of 0.4% [1][2] - Personal spending rose by 0.3%, slightly below expectations, but reversing a previous decline [2] - Real spending, adjusted for inflation, increased by 0.1%, aligning with expectations [2] Inflation Analysis (PCE) - Month-over-month PCE increased by 0.3%, slightly warmer than previous months, but not the highest reading of the year [3] - Year-over-year PCE increased by 2.8%, the highest reading of the year, equaling March 2024 levels [4] - Core month-over-month PCE increased by 0.3%, the warmest since February [4] - Year-over-year core PCE increased by 2.8%, also warmer than expected and the warmest since February [5] Employment Data - The Employment Cost Index (ECI) for the second quarter increased by 0.9%, slightly above expectations [5] - Initial jobless claims were reported at 218,000, lower than expected [6] - Continuing claims remained above 1.9 million, specifically 1,946,000 [6] Market Reaction - Despite slightly hotter PCE numbers, the market did not climb aggressively [7] - The 10-year Treasury yield increased by approximately one basis point to 4.34%, but remained down almost three basis points for the session [7]