We got the president uh signing that bill upon the government ending what is now the longest shutdown in US history. Emily Wilkins joins us in Washington with the latest. Good morning. >> Hey Andrew. Well, yeah. After 43 days, the government shutdown is now over, longest in history. So that vote last night, you saw all but two House Republicans voting to reopen the government. You saw six Democrats that crossed the aisle to join them. And then of course as you're seeing there, Donald Trump signing that bill ...

Prediction Market Partnership - FanDuel predicts 将于 12 月上线，为无法访问 FanDuel 体育博彩的美国用户提供体育产品 [3] - FanDuel 与 CME 合作，在 FanDuel 没有体育博彩许可证的州提供体育产品 [5] - 预测市场受 CFTC 监管 [5] Company Strategy - FanDuel 正在扩展到预测市场，为用户提供更多体育产品 [3][5] - FanDuel 预测应用程序将于 12 月上线 [3][5] Industry Perspective - CME 被认为是此类活动的首要仲裁者，与 CME 的合作使预测市场合法化 [1] - Bet Fair 交易所已在英国、意大利和世界其他市场运营 20 年 [2]

An analyst meeting right here in New York City. You never know what you're going to get from these analysts events. I mean, sometimes they're snooze fest, sometimes there's a big deal.This one was a huge deal, which is why AMD's stock shot up 9% today. Now, AMD's already had a phenomenal run with the stock catching fire last month when they announced a massive deal with open AI. They're selling open AI six gigawatts worth of GPUs as part of a multi-year agreement.Now, we don't have specific numbers, but Mad ...

Market Overview & Strategy - The market demonstrates strength with rotation into reasonably priced stocks outside the AI space, indicating a broader base beyond data center spending [2][3][4] - A rotation into undervalued companies that could catch fire is happening, defying the bears [4] - Growth investing in non-tech style is making a comeback [22][26] Travel & Leisure Sector - Travel stocks, including airline stocks like United and Delta, and Expedia, are recovering as the government shutdown ends [5] - Cruise lines and hotels are expected to experience similar gains as travel stocks [5] - Analysts are anticipated to turn positive on travel stocks, including Marriott and Wynn Resorts, as the government reopens and China's economy strengthens [6][7] Restaurant Sector - Restaurants like Brinker (parent of Chili's), Texas Roadhouse, and Chipotle are showing signs of recovery [11] - Brinker reported a terrific quarter, while Texas Roadhouse was impacted by beef inflation [11][12] - Starbucks' last quarter was positive, and Darden (Olive Garden) is a buy due to consumer confidence [13][14] Retail Sector - Retail owners are encouraged to promote usual suspects, especially with the collapse of oil prices [14] - On Holdings reported a remarkable quarter with no planned holiday discounts [15] - Retailers like Urban Outfitters, Macy's, and Costco are highlighted as potentially undervalued [16][17] Financial Sector - Bank stocks are considered absurdly cheap compared to the rest of the market [18] - A surge in IPO filings is expected from Goldman Sachs, Bank of America, JP Morgan, and Wells Fargo [19] Healthcare Sector - Amgen announced a breakthrough in Repatha, an injection to prevent heart attacks [20] - Pfizer is suggested as a potential buy to enter the lucrative weight loss business [20] Company Specific - Celsius had a bad miss in the last quarter, and it's recommended to wait another quarter [23][24] - Deere is expected to benefit from farmers receiving checks [25] - Flood Entertainment is on the move after reporting good earnings [27] - AMG soared 9% on the heels of its Analyst Day [27]

It's starting to dawn on people. A market that only goes higher because of data center spending is a polish market and we don't like that. Increasingly I feel like there are better places to hunt for winners than the AI space where many not all but many feel picked over.And that's why today the Dow jumped 327 points. The S&P advanced 006% but the NASDAQ declined.26%. It feels like the revenge of the nerds people with the nerds this time being reasonably priced stocks of companies that don't need trillions o ...

Consumer Spending & Retail Sales - The consumer is essentially strong, with year-over-year sales increase of 5% [3] - Retail sales from a credit card portfolio are up 6% [3] - Anything north of 4% is a win for Christmas sales, with expectations around 5% [3][4] - Wealthier consumers are driving sales due to the booming stock market, while lower-income consumers are still increasing purchases, but at a slower rate [4][5] Company Performance & Strategy - Walmart is performing well and capturing massive market share [7][8][15] - Costco is capturing massive market share as a great fundamental retailer [8][9] - TJX is doing everything right as a retailer [9] - Amazon's retail unit is performing well in e-commerce, though overshadowed by its cloud-based computing unit [10] - Target is off strategy and not executing well, particularly in grocery, where they deemphasized it, unlike Walmart [11][12] Target's Challenges - Target's grocery strategy is backwards, focusing on convenience instead of driving frequency for general merchandise purchases [16][17] - Target stores have issues with long lines, out-of-stock items, and a lack of emphasis on value [12][17] - Target stores no longer differentiate themselves from Walmart in terms of appearance [17][18]

So, what can we expect, Carter. >> Let's get right to it. Uh, you got five charts and they're identical.So, first one, >> which is so often the case, has nothing on it. It's the baseline. Let's put some things on it.So, uh, next iteration, what we know is that, of course, Disney uh, surged off its COVID low and then gave it all back. And what we have in technical pardon is a triple bottom annotated there. Uh the next iteration uh depicts another way to draw the lines which is to say this downtrend line in e ...

Investment Opportunities - LMAT fundamentals look good, suggesting a potential investment opportunity [1] - Regeneron shows a prototypical bearish to bullish reversal, indicating a buy signal [1] - Long Boeing is expected to perform well next quarter due to cash generation [2] Company Specifics - Julie Beal is concluding her earnings analysis [1] - Carter Braxton North identifies a trading opportunity [1] - Boeing's cash generation is taking longer than expected [2] - TJX is mentioned in the context of a JV move [2]

million dollar market cap. It's lost over a third of its value since. What's behind this drop and can the company regain its spark.We'll debate that. And a bank breakout. Financial stocks at all time are multi-year highs as their CEOs head to the White House.Can the gains keep coming. Plus, Cisco on the move after earnings. Sneaker maker on holding sprints higher and charting the course on Disney where the entertainment giant is heading as it gets ready to report tomorrow morning.I'm Melissa Lee coming to y ...

For more on Oracle and the pullback in the AI trade, let's bring in DA Davidson, head of technology research, Gil Lauria. Gil, great to have you with us. I know you were listening in to our conversation.I mean, in your view, is Oracle some sort of a canary in the coal mine. I mean, is this sort of the cautionary tale um that a lot of these other players will will fall to in terms of, you know, the optimism fading away, the concern about the debt levels growing, etc. >> It's a cautionary tale in the sense th ...