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Ariel Investments' Mellody Hobson: I call women's sports 'the small caps of sports'
CNBC Television· 2025-08-07 12:12
Investment Opportunity in Women's Sports - Aerial Investments launched Project Level, an investment vehicle focused on women's sports [1] - Women's sports are considered the "small caps" of sports, presenting a significant valuation difference compared to major leagues, creating investment opportunities [1][2] - Data indicates staggering growth in women's sports across various areas, including attendance, participation, and sponsorship [3] Market Trends and Comparisons - High school volleyball has 479,000 girls participating, exceeding boys' participation in soccer or baseball [4] - Investing in volleyball is compared to early investments in the NBA 30 years ago [5] - The current state of women's sports is likened to the NFL 30 years ago, with potential for accelerated growth due to leveraging existing men's sports infrastructure [6] - NFL teams in 1995 sold for almost $200 million each and are now worth $7-8 billion, highlighting the potential for value appreciation in sports investments [6] Future Growth Factors - Women's sports are expected to benefit from double-digit growth correlated to media rights, particularly in streaming [7] - New streaming platforms needing content present opportunities for women's sports [7]
CNBC All-America Economic Survey: 45% approve of Pres. Trump's handling of the economy
CNBC Television· 2025-08-07 12:10
Time now for a fresh read on how Americans are feeling about President Trump's economic policies. Steve Leeman has results from the latest CNBC All-America economic survey. Thank you, Melissa.A thousand surveyed across the nation, Joe. Across the nation. Yeah.A thousand surveyed. Across the nation. Not just Americans. All Americans.Oh, I see. Not just Not just sports people. This has nothing to do with collegiate.No. All this time you Why did you do that. I was fine.I would because I feel I would feel I fee ...
Eli Lilly’s obesity pill led to around 12% weight loss in late-stage trial, paving way for approval
CNBC Television· 2025-08-07 12:09
news uh that we've I guess been waiting for from Eli Liy. Got a look at the stock. Uh although we'll show you that Angelica Peeles that's here and joins us now, but uh as you're talking, we should take a quick look at the uh early morning action in the shares.But take it away. >> Yeah, that early morning action not good. The stock down about 6% right now and that's after we got this highly anticipated data on its obesity pill and clearly there's some disappointment.So let's go through the numbers. people lo ...
Very hard to use tariffs both as a negotiating tool and a way to increase revenue: Miriam Sapiro
CNBC Television· 2025-08-07 12:07
President Trump says he's going to impose a 100% tariff on semiconductors, but will make exceptions for businesses that invest uh in the US. Joining us now, Miriam Shapiro. She served as both acting and deputy US trade representative in the Obama administration.She's now a non-resident senior adviser with bipartisan national security think tank CSIS. Uh earlier, and it's good to have you, Miriam. Thanks.Earlier I we just noted wow uh more tariffs market up 250 and a lot of people were saying market's not up ...
Wilkerson: We’re still in a soft freight market
CNBC Television· 2025-08-07 12:01
take us through the results and and what exactly they say about the state of freight and the state of transportation in this country visav trade and tariffs. >> Well, we're still in a soft freight market and if you look at demand is still down versus where we were at in 2019, but we've got several things that are unique to RXO. The first thing is if you look at gross profit per shipment, that increased by 7% sequentially.It's the largest increase that we've had in three years. The reason that this is so imp ...
Kilburg: If you weren’t invested, there have been consequences
CNBC Television· 2025-08-07 12:01
Jeff, I wonder what you make of the price action that we are seeing in the face of this new fresh round of tariffs. >> Well, Dominic, it's been over a week since we've had a new all-time high in the S&P 500 and the NASDAQ. So, why not.But you're absolutely right. You're seeing some enthusiasm. It's in essence, you're seeing Apple, which was the lagard of the MAG 7 finally find some enthusiasm in the wake of their earnings call when they talked about potentially making some AI acquisition.And Apple is that, ...
Apple and Trump detail $100 billion U.S. spending expansion: Here's what to know
CNBC Television· 2025-08-07 11:52
Eastern and streaming on CNBC plus. >> Apple revealing an additional $100 billion investment in the U.S. CEO Tim Cook joining President Trump in the Oval Office for that announcement. And Steve Kovach joins us now with more people are saying 600, but 500 was already committed to 500 already.But this isn't another. It's an. >> Additional and I think it's important to talk about what this money is and what this money isn't.So the real solid protein that we have out of here, guys, is $2.5% billion going to Cor ...
Ferguson: Confidence bounced back, but it’s still in the caution zone
CNBC Television· 2025-08-07 11:50
Is confidence actually increasing right now. >> Well, confidence increased off of a a dramatic drop in our last survey, but I would say it's still in the caution zone. You know, it the reading was 49.Anything below a 50 on this index is negative. So, I'd say confidence bounced back, but I would say it's still very much a caution zone for CEOs right now. Roger, what exactly has been the driver or what has been the I guess biggest influence on that confidence number, the confidence read that we are seeing.>> ...
How major chip names could mitigate the effect of Trump's seminconductor tariffs
CNBC Television· 2025-08-07 11:43
Good morning to you Dom and and that's a great question. There's a lot to unpack here. What we know is that President Trump has said that companies committed to building the US won't have that tariff charge. What we don't know is is the following.Will the tariffs apply to the raw chip itself or the end product like the phone or the laptop that's uh the chip is inside. How much investment will firms need in the US to avoid the tariffs. And how much of the product actually needs to be made in the US given the ...
Caplan: Globalization is here to stay
CNBC Television· 2025-08-07 11:39
All right, those results that you just put out there, what exactly stood out to you as you as you looked as a chief executive on the quarter that was, what exactly was the main driver for those results that you had in this past quarter. Yeah, our exceptional results are really the result of the resilience of the 2 million customers we serve around the globe. in 190 countries and territories exporting their goods and services.We saw, as you said, 16% revenue growth, 37% revenue growth in our B2B segment, 25% ...