Stock Picks & Price Targets - Wolf Research's top pick for 2026 is Regeneron, with a price target of $800 [1] - BTIG calls Booking Holdings a top pick with a new price target of $6,250 [3] - General Dynamics is a top defense pick at Wolf Research, with a target of $400 [4] - Mizuho reiterates its outperform rating for Fiserv with a price target of $110 [6] Company Performance & Valuation - Regeneron trades at 161.5% times earnings and has a 5% free cash flow yield [2] - Regeneron has 20% earnings growth, but shares are down 1% this year [2] - Fiserv's stock is down 68% year-to-date [6] - Fiserv could potentially double from its current price of $66 if Mizuho's price target is correct [6][7] - Fiserv has an 11% free cash flow yield [8] Industry Trends & Opportunities - Consumer spending is strong enough to support the travel industry [4] - US defense spending prioritizes naval assets, benefiting General Dynamics in the South China Sea [5][6] Challenges & Risks - Fiserv faces a credibility problem due to issues with sales to Argentina [9][10] - Fiserv has had four consecutive quarters of significant declines post earnings [14]

US Labor Market Overview - US job cuts in 2023 have surpassed 1.17 million, the highest since 2020 [1] - November layoff plans totaled 71,321 [1] - Year-to-date job cuts are 54% higher than the same period last year [1] - Private employers cut 32,000 jobs in November, the biggest decline in over two and a half years [3] Reasons for Layoffs - Restructuring was the most cited reason for November layoffs [2] - Closings and market or economic conditions also contributed to layoffs [2] - Tariffs drove over 2,000 cuts in November and nearly 8,000 year-to-date [2] - AI was cited for over 54,000 layoffs this year [2] Labor Market Concerns - Rising concerns exist regarding the state of the US labor market [3] - October saw 153,000 cuts, the highest for the month in 22 years [3]

All right, you've got the Fed decision. [music] You've got the Fed chair meeting the media. And then you have, like [music] we always do, Jeffrey Gunlock, Double Line CEO, CIO, and founder meeting you.Tell you exactly what he thinks of the decision, what the best [music] investment moves are in the wake of it. Can't wait for that. 3:00 Eastern time.Right when the Fed chair is done talking, Jeffrey will start. Let's do final trades. Jenny Harrington, what do you have.>> I'll give you a new one. Sabra Healthc ...

Capitol Hill. Emily Wilkins joins us now. All right.So, one minute you find Jensen Wong wandering around down there and you get the microphone in his face and today somebody equally as interesting. Apple's Tim Cook. He was on the hill today.Uh we did ask him a couple questions. Now, we did not hear directly uh from Tim Cook himself. Decided to be a bit of a man of mystery today.But we did know that he has met with lawmakers about a package of bills that are going to get their initial votes in a congressiona ...

New reporting that China is accelerating efforts to boost domestic AI chips even as the president is easing Nvidia export restrictions. In today's tech debosa digs into what more Nvidia chips could mean for China's tech giants. Morning D. >> Hey, morning Carl.So deepse yes it's reportedly training on smuggled black wells. Meanwhile, bite dance and Alibaba Reuters says immediately asked for H200 orders as soon as Trump reopened the window. Now, this all exposes how far behind China's domestic chip sector sti ...

Uber Stock Analysis - An analyst sold Uber personally due to a lack of clarity and concerns about its price ceiling in the low $90s, anticipating a potential retreat and a break below the $80 support level [1][3][4] - Uber's stock is currently trading in a range between $80 and $100 [2] - The analyst community has a generally positive outlook, with 80% of analysts rating Uber as a "buy" and a 12-month price target of $133 [18] Competitive Landscape - Concerns exist regarding long-term competition from Waymo and Tesla in the robo-taxi market [7][9] - Waymo's robo-taxi service is rapidly scaling, with 14 million paid rides served in 2025 so far and on track for 20 million lifetime rides by year-end [11] - Waymo is experiencing a tripling year-over-year growth, achieving 1 million rides per month and targeting 1 million rides per week by the end of 2026 [12] - Waymo claims a 10-fold reduction in serious injury or worse crashes versus human drivers and plans expansion to 20+ new cities in 2026, including Tokyo and London [12] Market Sentiment - Uber's stock experienced a 6% decrease intraday, potentially influenced by Waymo's growth announcements [14][17] - One analyst believes the recent pullback in Uber's stock is not unique and reflects a broader trend in big tech stocks, while another views it as a distinct story [7][8] - Sentiment and positioning are important factors to consider, and a further breakdown in price could lead analysts to revise their ratings from "buy" to "hold" and lower price targets [17][18]

We have 27 national teams. I think a lot of people just look to our men's and women's senior teams, but we want all of our teams competing and winning on the international stage. We want podium finishes for all of our teams.And so it starts much earlier than when they get to wear the crust, right. So, as Michelle was talking about, um we need to take a look at what are we doing at the youngest ages all the way up and look at their pathways through um the different teams in the different levels all the way u ...

Check the markets here as we wait for this afternoon's Fed decision. Of course, the news conference from the chair, NASDAQ's red, everything else is green, but certainly there feels like it's a wait and see. Uh Liz, nice to have you back.Um the 10-year yield 420. >> Yep. >> Okay.That's the highest since September the 4th. Piper Sandler today says, "Is the tenure at 425 the line in the sand for equities?" So, is that the biggest wild card today. what rates do on the back of whatever the Fed says.>> Uh, yes, ...

Monetary Policy & Interest Rates - A rate cut is expected, but there may be dissent from some members [1] - The market anticipates a rate cut, but the speaker expects a hawkish press conference signaling a higher bar for future cuts [2] - The speaker believes the Federal Reserve has an inflation problem at 3% compared to the 2% target, while the labor market is in balance [3] - The speaker acknowledges arguments for a softening labor market based on unemployment rate and quits rate [6] Labor Market Analysis - The current labor market is considered healthy with unemployment well below 5% [3] - There's a debate about whether the bigger problem is inflation or the labor market, with concerns about potential disruptions in the labor market [4][5] - The speaker notes a market with less churn, fewer separations, and less hiring [7] Future Uncertainty - Predicting the next year is exceptionally hard due to uncertainty around monetary policy and the transition in the chairmanship of the Federal Reserve [8] - There's uncertainty about how the expected new chairman will approach monetary policy [9]

with us now at Post 9. First on CNBC, chief economist of the Mastercard Economic [music] Institute, Michelle Meyer. Great to have you back at Post 9.So, the outlook for the US is is even better than this year. >> That's what our expectation is. Yeah.Because when you think about this year, it was a story of uncertainty. It was a story of headlines. Um it was a story of change.And I think in 2026, it's going to be a story of an economy that's adapting, an economy that's proven to be much more dynamic. So, we' ...