Company Overview - Copper, a California-based startup, invented a battery-equipped induction stove that plugs into a regular 120-volt outlet [2] - Copper leverages batteries to enhance appliance performance, simplify installation, ensure functionality during power outages, and support the grid [3] - Copper has secured $38 million in total funding from investors including Climactic, Prelude Ventures, Building Ventures, Voyager Ventures, Collaborative Fund, and Designer Fund [6] Market Opportunity and Partnerships - New York City's housing authority partnered with Copper in a $32 million deal to deploy 10,000 battery-equipped stoves into city-owned housing [3] - Copper is targeting multi-family housing developers and housing authorities [6] - Copper's technology offers a cost-effective alternative to maintaining aging gas pipe systems [4] Technology and Innovation - Copper's battery-equipped induction range offers an easy upgrade from gas to induction without electrical system upgrades [2] - The lithium-ion battery in Copper's stove can be charged during off-peak hours, creating a distributed storage farm [5] - Copper's solution addresses the challenge of increasing energy consumption from data centers, AI, and natural growth [5] Product and Pricing - Copper's induction ranges start at $6,000, but tax credits are available [6] - Copper's products are available for direct purchase on the company website [6]

Nike's Turnaround and Growth Opportunities - BTIG 认为 Elliott Hill 正在为 Nike 的复苏奠定基础，但复苏速度有待观察 [1] - Nike 品牌组合在定价方面具有优势，包括 Nike、Jordan 和 Converse [6] - Nike 正在关注创新和时尚元素，以吸引消费者 [7] - 经典复古鞋款如 Cortez 在 2026 年可能重新流行 [8] Sporting Events Impact - 冬季奥运会和世界杯等体育赛事是运动品牌的重要机遇 [2][9] - Adidas 曾预计世界杯带来 10 亿美元收入，而上次世界杯期间 Nike 的鞋类销售额增长了 25% [12] - 2026 年世界杯首次在美国举办，为行业带来巨大机遇，Nike 将加大营销投入 [12][13] TJX's Success Factors - TJX 的管理团队经验丰富，与供应商建立了长期合作关系，共同应对关税挑战 [4] - TJX 上季度销售额增长 6%，业绩表现出色 [4] - 消费者喜欢在 TJX 寻宝和寻找价值，TJX 在服装和家居领域均表现出色 [5] Tariff Impact and Pricing Power - Nike 强调了 15 亿美元的关税成本，但公司有能力通过定价和调整采购来管理 [6] - 品牌实力与定价能力直接相关，对 2026 年至关重要 [6]

With only 11 trading days left in 2025, Wall Street is wrapping up another very strong year. All four major averages are up double digits. The Nasdaq is up 20%.This is for the third year in a row. Can this rally continue or will 2026 break the market's recent run. Well, maybe this week can provide a glimpse for evidence of evidence for both the bull and bear cases.On the bull side, we have seen improvement in the breath. It's more than just tech, financials, industrials, transports. If you dig into industri ...

Which sector is on your naughty list for 2025 and which one is on the nice list. >> Naughty list sector, as much as I hate to say it, semiconductors. The run has been outstanding, but I get the feeling early in 2026 there might be some naughty naughtiness going on.Terms of my like list, I continue to like energy and I absolutely like big cap pharma and biotech. >> Well, I got to say I can't really get fully on board on the quantum computing thing. So, I don't want to call someone naughty unnecessarily, but ...

Let's ask the so-called dean of valuation, Aswat de motor in NYU's Stern School of Business. Good to have you back. >> Thank you for having me. >> I mean, I think we're all looking at the the the same market and maybe coming with different conclusions. What about these meggaap stocks? I mean, when you grade them, what do you what do you give them? I I think one of the reasons it's so difficult to arrive at a consensus here is when you look at the market caps and they clearly I mean they're at levels we have ...

Yeah. So, Keith Learner, Mike, I'll come back to you in a minute. I mean, the what we've teased here is that you've upgraded two sectors within this market, which to me plays right with the theme of where we started some 56 minutes ago.The idea that cyclical stocks are going to do well. The run it hot trade into 2026. You upgrade industrials and you upgrade materials.Tell me more. >> Yeah, sure. And I will say longer term, we're not giving up on tech, but I think there's a lack of a near-term catalyst.Uh we ...

Big news in the cannabis world and the markets are lighting up. I'm Brandon Gomez at CNBC headquarters and cannabis stocks today are surging. Why.Well, sources are telling me President Donald Trump could sign an executive order as soon as Monday to reclassify cannabis at the federal level. Right now, cannabis is a schedule one drug, same category as heroin. The executive order would drop it to schedule three in the same bucket as steroids and Tylenol with coding.Now, this is big. It means lower taxes, acces ...

Let's welcome in Big Technologies, Alex Canowitz, also a CNBC contributor. It's nice to see you. I appreciate you joining us.What does this story of this delay, even denied, mean to you. >> Well, Scott, you opened up the show talking about how there's AI anxiety, and I think that's exactly the case. Right now the market is they believe market and investors believe that the AI buildout will continue a pace and that the numbers that have been shown will be close to what's delivered and any little blip in that ...

Jeremy Seagull. He's also chief economist for Wisdom Tree. It's good to have you back.Of course, I'm wondering what you make of what's been happening in the market. You see it from Oracle, you see it from Broadcom, and frankly, you see it from a lot of other stocks. This AI trade, at least for the moment, seems a little out of favor.>> Yeah. And and you know, when you sell for 30 times earnings or 40 times earnings, nothing can go wrong. uh and when a few of the narratives wobble uh as they are uh that puts ...

He is upgrading those shares today after having a sell rating on them for more than two years now. That analyst is Randy Ko, the senior analyst at Jeffre who covers many of these athleisure and athletic apparel type names. So let's talk a little bit about this >> why you've been a bear for a while and and you've been correct.Y >> what exactly was the primary catalyst for why you think that this stock is now upside down. >> Look, it all it all started with uh a leadership issue with the company. So what we n ...