a longtime retail executive telling investors not to bet against consumers this holiday season. Jerry Storch runs Storch Advisors. He's a former CEO at Hudson's Bay and Toys R Us and was vice chairman of Target.Jerry, always great to see you and always great to get your take. Um, in terms of the consumer, it just does seem like there are enough stories out there where you can, you know, put together a story line for whichever way you want the consumer to be, weak, strong, etc. In your view, what is the stat ...

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 ...

Time for the final trade. Julie Beal. >> I'm coming out of my earnings avalanche and was working on LMAT today and I thought the fundamentals look good.>> Carter Braxton North >> Regeneron a prototypical bearish to bullish reversal buy. >> Karen. >> Yes.Taking one for my acronym. I know you can hold all the suggestions that it's not proper, but that's Boeing. It's taking a little bit longer for the story to play out for that cash for generation to happen, but we're going to see it probably next quarter is g ...

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 ...

And now let's find out what to watch for in those Disney numbers tomorrow morning. Joining us now is Laura Martin. She's NEM's senior internet and media analyst.Has a buy rating and $125 price target. Laura, good to see you. I think it's been three and a half years since Disney last saw 125 and it was on the way down.So what's it going to take to to get it comfortably above that level. >> Um it's going to take moderating losses at linear networks. it's going to take really strong experiences or let's call i ...

Joining me now in a CNBC exclusive, Convault CEO Sanjay Merchandonni. Sanjay, I want to talk to you about your news today and your outlook for 2026. But first, we haven't spoken on air since earnings.So, uh, tell us about this shift in term duration. What's happening beneath the surface with your subscription revenues. >> Hey, John.Yeah, we haven't spoken in a few weeks, but um you know what what what what is happening essentially is that we had a bit of a mix shift between our term license or software and ...

Anthropic is adding another $50 billion dollars to its AI compute bill, announcing a new plan to build massive data centers across the US, starting in Texas and New York. They're partnering with a UK-based firm called Fluidst Stack that is the same NeoCloud provider powering GPU clusters for Meta, Mistral, and Midjourney. The first sites are coming online in 2026 and it adds to an 11 billion campus that Amazon just built for Anthropic in Indiana and a new expansion with Google Cloud worth tens of billions o ...

Market Dynamics & Rotation - 市场再次出现轮动，价值股表现优于廉价股，医疗保健和金融板块领涨 [1] - 德国股市飙升，欧洲金融银行创下历史新高，表明市场并非一片悲观 [5] - 市场广度有所扩展，更多 S&P 500 指数成分股高于其 20 日和 50 日移动平均线 [3][4] Valuation & Investment Strategy - 标普 500 指数基本持平，上涨 4 个点至 6850 点 [6] - 市场估值偏高，远期市盈率为 23 倍，其中科技板块估值最高，市销率达到 11 倍 [6][7] - 建议保持投资组合的多元化，不要只投资于大型科技股 [4] - 看好国际市场，特别是 Velt International [10] Economic Outlook & Sentiment - 消费者信心较低，但市场对经济的预期也很低，这可能为牛市提供支撑 [11][12] - 美联储的鸽派立场和良好的盈利季报表明牛市远未结束 [12] Portfolio Management - Carson Group 管理约 70 亿美元的资产，并建议进行全球多元化投资 [4][5]

Yeah, interesting comments here from Boston Fed President Susan Collins, who is a voter this year. She's saying it's likely appropriate to keep policy rates at the current level for quote some time. Monetary policy, she says, is mildly restrictive and she wants it there.Talks about financial conditions, usually meaning the stock market, she says they're a tailwind for economic growth and economic activity has been holding up quite well. She says additional monetary support risks slowing or stalling the retu ...