European leaders, including Ukraine's President Zilinski, headed to the White House today. This follows Friday's Alaska summit between President Trump and Russian President Putin. Joining us right now is Matt Whitaker.He is US ambassador to NATO. Good morning to you. Uh let's start with just the basics.How do you think Friday's meeting went and what do you think it portends for today. Well, good to be with you. I I think there's a couple things we need to consider.One is that this is a process. Obviously, e ...

Let's start with this part. We just mentioned three of the divisions that they're going to separate into. The fourth one's TBD.What does that say about this move by Meta, the fact that the fourth division is to be determined. >> You know, I feel like that kind of uh reflects the mood uh in inside of Meta right now, which is that he is going for something a little bit cheeky. They certainly could have given it just a code name.Um, and I think that he wants to give Alexander uh and Nat, the the two guys he is ...

Market Trends & Analysis - The market is experiencing a persistent uptrend with major averages hovering near all-time highs, and a breakout in June fostered additional upside momentum [1][2] - Technical analysis suggests a price objective of approximately 6880 with a timeframe of 2026 for the S&P 500, with support around 6130 [2] - The 20-day moving average is pointing higher for the S&P 500 and Nasdaq 100, advising clients to stay invested as long as this trend continues [12][13] - August and September typically carry seasonal headwinds and volatility [11] - October tends to carry volatility but also major lows, potentially offering a reset for Q4 [13][15] Oil & Energy Sector - Crude oil showed an oversold indication on the monthly chart around April-May lows, but needs to break above resistance in the mid $70s to reverse the downtrend [5] - The energy sector continues to underperform [5] Yield Curve & Interest Rates - The yield curve is considered important, especially with events like Jackson Hole, employment reports, CPI, and PPI, but remains at the low end of the range [6] - A neutral bias on yields has been maintained for most of the year [7] - Peaks in the fed funds rate tend to be associated with peaks in the S&P 500 [8] Bitcoin Analysis - Bitcoin is currently in a consolidation phase with a neutral short-term bias, having broken out above former resistance at approximately 108,000 [19] - Bitcoin has support around 111,000 and a potential objective of approximately 134,000 to 135,000 based on the breakout [19]

Five things to know ahead of today's opening bell. Tesla is reportedly offering up to 40% discounts to car leasing companies in the UK in an attempt to get more of its cars to motorists. The London Times says that the lower Tesla prices stem from a lack of storage space for the cars in the UK.Shares of Novo Nordisk are trading higher after the company's obesity drug WGOI received accelerated approval from the FDA to treat a serious liver disease. Data shows that Samsung is taking market share from Apple in ...

claims and new manufacturing numbers from the Philadelphia Fed. >> Let's get to Eamon, because Ukraine's president, a group of European leaders, are planning to meet President Trump at the white House today. Following that meeting with Vladimir Putin in Alaska on Friday.And Eamon Javers, as I mentioned, is with us. Hey, Eamon. >> Yeah.>> Good morning to you, Joe. As you say, Ukrainian President Volodymyr Zelensky is expected at the white House later today to help chart a path forward in the wake of those fa ...

So, just to put it very quickly, I'm going to start making a few phone calls and tell them what happened, but we had an extremely productive meeting and many points were agreed to. There are just a very few that are left. Some are not that significant.One is probably the most significant, but we have a very good chance of getting there. We didn't get there, but we have a very good chance of getting there. ...

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Retail Sector Performance & Outlook - The retail sector, as tracked by an unspecified index, is up nearly 20% this year [1] - Investors are focusing on retailers' commentary on consumer behavior and the impact of tariffs [1] - E-commerce and grocery businesses are contributing to Walmart's performance, with shares up over 10% this year, while Target, more focused on discretionary items, has dropped nearly 24% [1] Walmart Analysis - Mizuho expects Walmart to report strong same-store sales growth in the US, around 4% [3] - The primary focus for Walmart's report is the potential impact of tariffs on consumers at the start of Q3 [3] - There are concerns about the consumer's willingness to absorb price increases due to tariffs, but so far, it seems manageable [3] - Tariff-related noise may affect Walmart's gross margins due to accounting methods [4] - Further details on Walmart's AI agent investment are desired, as it could drive the next wave of e-commerce growth [4][5] Target Analysis - There's investor dissatisfaction with Target's trajectory and management decisions [6] - The partnership with Ulta is ending unexpectedly, despite previous reports of strong beauty sales (up 7% year-over-year) [6] - Target experienced negative sales growth in the beauty category last quarter, potentially due to competition from Walmart and issues related to Ulta's new CEO [7] - Messy store operations at Target may be a factor in the Ulta partnership ending [8] - A survey indicated that 96% of investors prefer an outside hire as the new CEO for Target, seeking fresh perspectives and significant changes [8] - Brian Cornell's contract extension and retirement age are also factors influencing the CEO situation at Target [9][10] Home Depot & Lowe's Analysis - Home Depot previously stated its intention to generally avoid raising prices despite tariffs, utilizing roam accounting and a portfolio approach [11] - The spring season was not strong, and price increases are being phased in, impacting later stages of the quarter [12][13] - The market is currently more focused on potential rate cuts than Q2 performance, leading to Home Depot and Lowe's outperforming this week [13]

It's time for the final trade. Let's go around the horn. Start with Mike.>> Yeah, United Health. I think this one is a good one to follow Buffett on and maybe sell some upside calls against it to generate some yield. >> Okay, Carter >> with Q's up 45% from the April low 4 and a half months up.Sell it. >> 40 off small caps on interest rates coming down to VB is the Vanguard way of playing this. And Steve, >> so nice to see you on a Friday.>> Thanks for being here. I'm going to go with Lyft. I'm gonna stay wi ...

Sure. Let's get right to it. We have four identical charts and um annotated different ways, but what we know is this stock had its peak in February uh as annotated there by those converging or in line.It dropped 41% in the tariff selloff, double the S&P, and it's recovered but has not made a new high. Uh the next way to draw the lines again lines are subjective in the eye of the practitioner. You can see the second iteration here.uh whether you want to call that a cup and handle or you want to call it uh co ...