All right. I think the question is, do you think the prediction markets are getting this right. There's about a 40% chance or so of the president uh having a ruling in his favor.>> Yeah. You know, I think this case is a close calling. It's going to be a fascinating day tomorrow.Um I think the I think the markets the the prediction markets are underestimating the chances that the Trump administration wins. It's clearly not 100%. I wouldn't go there, but I think it's above that 5050 mark and they have it real ...

All right. I think the question is, do you think the prediction markets are getting this right. There's about a 40% chance or so of the president uh having a ruling in his favor.>> Yeah. You know, I think this case is a close calling. It's going to be a fascinating day tomorrow.Um I think the I think the markets the the prediction markets are underestimating the chances that the Trump administration wins. It's clearly not 100%. I wouldn't go there, but I think it's above that 5050 mark and they have it real ...

All right, you got a hold rating on the stock a 205 price target. Rest of the streets at 160. What are you seeing that the rest of your peers aren't seeing.>> Well, what we are seeing here do is really unparalleled at this point. So, we just saw 63% revenue growth. Their uh operating margins are over 50%.They're generating a ton of cash flow. They are in a category of one as we see it. And uh that does deserve a tremendous amount of credit.So, we are willing to give them a lot more multiple uh than the typi ...

Well, I mean, I can't say I don't share their concerns about valuation. When we take a look at the broad market and of course technology, but sectors across the board, you do see valuations at extremes. I think those extreme valuations mean that a lot of good news is priced in.So even though we do see earnings deliver, I think a lot of the expectation was already there that we would see that. So any sort of um an question mark, you know, we have uh tariff cases, we have the the Federal Reserve and questions ...

All right. So, you're saying there's hope for one name in the space. I think it's a name that a lot of people like to shop at, maybe get gas at.What's the name and why is there hope for this one name. >> Yeah, it's it's Costco. So, yesterday we added Costco top pick list.And as you look at Costco has more of an affluent customer, uh, you know, more of a the best value proposition I think across retail and you've seen consistent strength while other retails have struggled. So, in the last month, Costco put u ...

Small Business Hiring & Labor Market - Paycheck data indicates moderation in small business hiring and slowing hourly earnings growth [1] - Small businesses with less than 50 employees show amazing stability, with less than 1 percentage point change over the last 12 months [3] - The small business segment (under 50 employees) is facing a labor supply issue, with constrictions on immigration and challenges in finding qualified workers [6][7] - Weekly hours worked reached a near decade high, indicating employers are reluctant to hire new staff [5][6] - Over the last two months, there has been an increase of over 3% consecutively in hours worked, a trend not seen in a decade [8] - Increased hours worked at this level typically precede employment increases in subsequent quarters [9] Wage Inflation & Economic Impact - Hourly wage growth is below 3% for the 15th consecutive month, indicating wages are below the pace of annualized inflation [10] - Keeping labor costs below 3% is expected to contribute to moving inflation down towards the Federal Reserve's target of 2% [12]

Flight delays are growing as the government shutdown stretches to five weeks. An airline industry group says more than three million US passengers have been affected. Joining us now is Oscar Munoz, former United Airlines CEO uh and chairman and a CNBC contributor.Uh it's good to see you. Uh Oscar, what I guess you can just give us your thoughts on on on the whole process and then we'll we'll get to specifics. uh in terms of I mean how many how many how many flights do you need to cut back on to have the sam ...

Futures taking a leg lower this morning. And joining us right now is Joanne Feny, partner and portfolio manager at Advisors Capital Management. Of course, the question Joanne is when we're talking about a bubble, every time people talk about a bubble, including myself talking about a bubble these days, whether that means we're really not in one yet or at least that it's not ready to pop.What do you think. >> Well, you know, Andrew, I don't I don't think we're in a bubble. Uh we look at, you know, history of ...

As New Yorkers are headed to the polls today for those who have not voted early in what is turning out to be a very heated mayoral election. Contesta Brewer joins us now with the latest. Good morning.>> Yeah, Joe, with the surprise announcement there, but what a race. We have seen so many twists and turns here, guys. And then President Trump throwing his support to Andrew Cuomo telling New Yorkers not to vote for the Republican candidate in the mayoral race.The polls tightening just before today, this votin ...

This uh is just in um to the newsroom here. Former Vice President Dick Cheney has died due to complications of pneumonia uh and cardiac and vascular disease. He was the 46th vice president serving under uh President George W.Bush. Before that, he served uh as White House Chief of Staff, Congressman from Wyoming uh and Secretary of Defense. You can see he was 84, one of the most powerful vice presidents and was in charge of finding a vice president >> uh for President Bush and said, "Why not me?" In fact, we ...