dig right into the market reaction. We're joined now by Meera Pandit, global market strategist with JP Morgan Asset Management. Um, so the markets, you know, digesting the consumer sentiment number somewhat in stride, kind of more of the same uh that we've seen for much of this year.Um, from a sentiment standpoint, we've gotten some pretty decent AI indicators over the last few days with the Micron earnings. Uh there's news that OpenAI could be raising at a significantly high valuation of $830 billion. At l ...

Upbeat comments today from New York Fed President John Williams were supportive for stocks but negative for bonds, as he said some of the data we're seeing is "pretty encouraging" and he sees no sign of a sharp deterioration in the jobs data. He added that he sees US GDP growth of 1.5% to 1.75% this year, with growth picking up next year, and that there's "no urgency to need to act further on monetary policy right now, because I think the cuts we've made have positioned us really well."The University of Mic ...

Key Takeaways CRWV is down nearly 50% in three months as execution worries & lowered 2025 guidance loom.Management cut revenue and profit view as data-center delays, heavy CapEx and $1.2B interest weigh.CRWV's $55.6B backlog and 2.9 GW contracted capacity support AI cloud growth despite near-term risks.CoreWeave, Inc. (CRWV) is the world’s first hyperscale AI cloud, delivering purpose-built compute, storage, networking and software to help customers build, train and deploy AI products faster. The stock has ...

Key Takeaways Cyber Monday 2025 hit a record $14.25B, capping a Cyber Week that generated $44.2B in online spending.FedEx saw 5-8% holiday volume growth and delivered 98.3% on-time performance during Cyber Week.Mobile commerce made up 57.5% of Cyber Monday purchases, while AI influenced $9.3B in global online sales.The 2025 holiday shopping season has set remarkable records, with e-commerce emerging as the undisputed winner in retail's most critical quarter. Cyber Monday 2025 became the largest online shopp ...

In Brief It’s all hands on deck at Meta, as the company develops new AI models under its superintelligence lab led by Scale AI co-founder, Alexandr Wang. The company is now working on an image and video model codenamed “Mango” along with a new text-based model internally known as “Avocado,” The Wall Street Journal reported.The tech giant plans to release the new models in the first half of 2026, the publication said, citing an internal Q&A at Meta on Thursday, where Wang and chief product officer Chris Cox ...

At the CEF/ETF Income Laboratory , we manage ~8%-yielding closed-end fund ( CEF ) and exchange-traded fund (ETF) portfolios to make income investing easy for you. Check out what our members have to say about our service.Juan de la Hoz has worked as a fixed income trader, financial analyst, operations analyst, and as an economics professor. He has experience analyzing, trading, and negotiating fixed-income securities, including bonds, money markets, and interbank trade financing, across markets and currencie ...

In Brief It’s all hands on deck at Meta, as the company develops new AI models under its superintelligence lab led by Scale AI co-founder, Alexandr Wang. The company is now working on an image and video model codenamed “Mango” along with a new text-based model internally known as “Avocado,” The Wall Street Journal reported.The tech giant plans to release the new models in the first half of 2026, the publication said, citing an internal Q&A at Meta on Thursday, where Wang and chief product officer Chris Cox ...

Nvidia stock (NVDA) jumped as much as 3.7% in early trading on Friday following a Reuters report that the Trump administration began its review of Nvidia H200 chip exports to China and news that US antitrust agencies cleared Nvidia's investment into Intel (INTC). The move higher put shares of the world's largest company on track for a weekly gain, as investors viewed the news as a sign that President Trump would follow through on his promise to allow Nvidia to sell advanced chips to China in exchange for ...

The sale-leaseback features a 15-year lease with extension options. Empire State Realty Trust will assume responsibility for ongoing property maintenance and capital improvements, while Scholastic retains long-term access to the space necessary for its business operations. About Newmark Newmark Group, Inc. (Nasdaq: NMRK), together with its subsidiaries ("Newmark"), is a world leader in commercial real estate, seamlessly powering every phase of the property life cycle. Newmark's comprehensive suite of servic ...

Tilray ( TLRY ) announced its entry into US cannabis markets today as Trump signed an EO to reschedule cannabis. The Executive Order directs the federal government to finish the process of reschedulingWelcome to the home of The Cannabis Report. I cover the cannabis sector and other sectors. I am most interested in technical stock analysis, option strategies, small cap strategies, and emerging markets. Feel free to contact me with any questions about publicly traded stocks in the cannabis industry.Analyst’s ...