Financial Performance - FedEx's second quarter results show increased domestic package volumes, suggesting a solid domestic economy [2] - The company is experiencing price traction, leading to higher margins on the package side than expected [2][3] - FedEx raised its annual revenue growth guidance from a previous 4-6% to 5-6% [3][4] - The company tightened its EPS range at the high end, indicating positive expectations [4] Strategic Initiatives - FedEx is merging its express and ground networks, with 20% integration currently and plans to reach 40% by next May and nearly 100% in 1-18 months, driving cost efficiencies and margin upside [3][6][7] - The company is spinning off its freight LTL business, which is expected to drive value [4][8] Potential Risks - International trade and tariffs have previously impacted FedEx's earnings, with Asia to US business down approximately 20% [9]

Market Overview - The AI toy industry in China is a $4 billion industry [1][2] - There are 1,500 companies in China's AI toy industry [2] - Companies are targeting both the global and domestic markets [8] Product Development and Features - AI toys include AI cats and AI dolls [1] - AI cat uses voice recognition and cloud-based memory to adapt to the owner's needs [3] - AI puppy uses lasers and cameras to map its environment and recognize family members [4] Potential Risks and Limitations - Over-investment in unproven AI ideas could lead to a bubble burst [2] - AI models in toys can "hallucinate" [4] - AI toys may have limitations on answering political questions, especially in China [5][6][7] - Toy companies are implementing guard rails to manage difficult questions and monitor conversations [5][7]

Drug Efficacy and Maintenance - Lily's obesity pill shows potential as a maintenance treatment for weight loss, allowing patients to maintain weight loss without weekly injections [1] - Patients in the BGOI group regained approximately 2 pounds (约 0.9 千克) of their weight after one year [2] - Patients in the Zeppbound group regained approximately 11 pounds (约 5 千克) of their weight after one year [2] - The pill helps patients maintain the majority of weight initially lost through injections [1] Market Implications - The pill could play a significant role in the weight loss drug market as a maintenance treatment, potentially increasing drug uptake after approval [2] Pricing and Availability - The exact pricing for Novaortis or Eli Lilly's pills is currently unknown, as it is typically announced post-approval [3] - Initial doses for the pills may be priced at $150 per month for cash payments through the Trump RX direct-to-consumer website, launching in January 2026 [3] - The pricing for higher doses of the pills remains undisclosed [4]

Now, as I mentioned, markets staging a comeback today thanks to cooler inflation data. NASDAQ's the big standout, pushed higher by AI, MAG7, and of course, Micron. Is this a sign we're going to see a rotation back into these names or have investors moved on.Joining me now are Keith Learner from Truest Wealth and Warren Pives from 314 Research. Guys, welcome. Warren, how good was this inflation report versus what some of the fears were out there.Disinflation perhaps. Yeah, thanks for having me, John. I I thi ...

Some questions now being raised about how much we might trust this print. Our Steve Leeman's looking into that. I'm seeing the Brucellis response this morning.Uh [laughter] dude, that was one flawed report. >> That's one of my bullet points here, Carl. And you guys were just talking about this stocks loving this cooler than expected inflation report.The bond market and economists highly skeptical with many saying changes to the data gathering process. They started gathering data midmon distorted the numbers ...

I'll turn to you Mike. What's on your mind as you watch how this market has traded. A nice bounce for tech which really needed it.>> Yeah, we sort of got to exhale a little bit. U so the big pressure has been on the AI trade. Micron gives you a reason to have some of that pressure relieved.And then I don't think there was really a bearish case surrounding CPI, but a downside surprise. You know, however many grains of salt you take it with is still net positive. The the bond markets had a sort of measured bu ...

Today's CPI print lighter than expected though muddied a bit by the government shutdown. Goldman's chief economist Yan Hatsius is here at Post9 with what it means for the economy and of course for the Feds. It's nice to see you again.Welcome back. >> Great to see you Scott. >> Do you believe the 27 is real cuz there seems some some question because of the shutdown.>> There are some questions around the shelter numbers in particular and there is more uncertainty of course. So I would discount some of this. I ...

Open AAI's Sam Alman on the record with big technologies. Alex Canowitz in a podcast that has just literally dropped. Alex is a CNBC contributor.He joins us now. >> What a get. >> Thank you.Congratulations. It >> was great to speak with him. >> So this is literally literally hitting what what's the big takeaway for you. >> Uh the big takeaway is of course OpenAI is code in code red, right.They acknowledge they have the competition from companies like Google. Uh but Sam's vision is not to play on Google's fi ...

Retail & E-commerce Performance - 63% of supply chain survey respondents indicated increased holiday-related freight movement compared to the previous year, a key indicator for transport stock revenues [1] - E-commerce volumes experienced year-over-year growth between 1% and 10%, contrasting with brick-and-mortar performance [3] - Promotional items topped the list of items sold directly to consumers, followed by housewares, apparel, and toys, reflecting a cost-conscious consumer [3] Freight & Logistics Outlook - Freight volumes have increased as high as 10% for the holidays [2] - 57% of respondents believe logistics is in a recession, leading to a freight rate recession due to reduced prices and volumes [4] - Concerns exist regarding potential trucking bankruptcies resulting from depressed prices and volumes [4] - The outlook on freight volumes for 2026 remains largely the same [4] AI Adoption - Survey respondents are incorporating more AI to enhance speed, analyze inventories for better ordering decisions, and optimize freight pricing [5] - Opinions were divided on whether AI adoption would lead to job elimination [5]

Today, crypto prices are on the rise after the latest read of the consumer price [music] index. Acting CFTC chair Caroline Fam is joining crypto payments firm MoonPay. And Coinbase CEO Brian Armstrong explains the company's new prediction market [music] offering.Welcome to CNBC's Crypto World. I'm Brandon Gomez. Digital currencies are in the green after the latest CPI reading showed inflation rose less than expected in November.[music] By noon Eastern, Bitcoin climbed to just under the $88,000 level. Ether ...