for the potential market impact here at home. Let's bring in market forecaster Jim Biano Bianca Research. Jim, great to have you with us.There's a lot to discuss, but in terms of the CPI print, this has not in your mind put to bed the concerns about inflation going higher. >> Yeah, this number was a statistical mess. They assumed that rents in the United States were effectively zero for the month of October.They surveyed the second half of the month because the government was shut down. So when you see thin ...

Group 1 - The company is preparing to publish its Q1 fiscal year 2026 results on February 11, 2026, at 7 CET, with a webcast scheduled for 10:30 CET the same day [2] - The silent period for the company will begin on December 19, 2025, and a company compiled consensus will be shared one week prior to the earnings release on February 4, 2026 [2] - The call will recap key messages from the recent Capital Market Day, covering market perspectives, demand and pricing trends, backlog margin expansion, and updated guidance and capital allocation framework [3] Group 2 - The company will address topics such as seasonality, capacity expansion, tariffs, and additional updates for Q1 during the call [3]

Group 1: Capital One (COF) - Capital One's stock reached an all-time high of $244 following the acquisition of Discover Financial, enhancing its market position [2][3] - The acquisition has positioned Capital One as a market leader, with a stock increase of 35% in 2025 and significant earnings per share (EPS) revisions due to strong financial results and buybacks [3] - Annual earnings are projected to increase by 41% in fiscal 2025 to $19.77 per share, with FY26 EPS expected to exceed $20.00, trading at an attractive 12X forward earnings multiple [4] Group 2: Marriott International (MAR) - Marriott's stock reached a record of $311 but has shown less captivating performance, with a year-to-date increase of 10% and a modest annual dividend yield of 0.86% [5][6] - The company has increased its dividend by 28% over the last five years, with a payout ratio of 27%, indicating potential for future hikes [6][8] - FY25 EPS estimates have seen minimal increases in the last 90 days, and FY26 revisions are slightly down, suggesting stagnant stock performance may continue [7] Group 3: Tesla (TSLA) - Tesla's stock hit fresh highs of $495, driven by excitement around its robotaxi program, AI integration, and robotics ambitions, despite a slowdown in EV sales [8][9] - The company is testing driverless robotaxis and integrating an AI chatbot, Grok, into its systems, which enhances confidence in its growth potential beyond just EVs [9] - EPS revisions have been modestly lower for FY25 and FY26, indicating that recent stock momentum may be short-lived, although a rebound in financial performance is expected next year [10]

Core Points - The article discusses the blocking of Amazon's takeover and the subsequent ownership transfer to Chinese entities [1] Group 1 - The decision to block Amazon's acquisition is highlighted as a significant regulatory move [1] - The implications of the takeover blockage suggest a shift in ownership dynamics within the industry [1] - The article indicates that Chinese ownership will now play a crucial role in the affected market [1]

Core Insights - TikTok has finalized agreements with investors for a new US joint venture, with a closing date set for January 22, 2026, as per a memo from CEO Shou [1] - The joint venture will be structured with 50% ownership by a consortium of new investors, including Oracle, Silverlake, and MGX, each holding 15%, while 30.1% will be held by affiliates of existing investors, and 19.9% will be retained by ByteDance [2][3] Ownership Structure - The joint venture's ownership will consist of 50% held by new investors, with Oracle being the largest holder among them [3] - The remaining 50% will include 30.1% from existing investors and 19.9% retained by ByteDance, which is crucial for meeting the requirement of US ownership exceeding 50% and reducing ByteDance's stake below 20% [2][3] Operational Focus - The US joint venture will be responsible for overseeing data protection, algorithm security, content moderation, and software assurance [2]

Intuit (NASDAQ: INTU), the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp, announced it has signed a partnership with Circle Internet Group, Inc. (NYSE: CRCL), one of the world’s internet financial platform companies, to accelerate next-generation financial services powered by stablecoin technology. The agreement forms a framework for Intuit to use Circle’s stablecoin infrastructure and USDC across the Intuit platform.Sasan Goodarzi, CEO of Intuit sa ...

Investment Partnership Announcement - Willis Lease Finance Corporation (WLFC) has closed an investment partnership with Liberty Mutual Investments (LMI) to invest up to $600 million to support WLFC's credit strategy [1] - The partnership is backed by a warehouse debt facility from Bank of America N.A. and will focus on loan and loan-like engine financings, a sector WLFC pioneered in 2021 [1] Strategic Goals and Expertise - WLFC aims to accelerate the growth of its asset management business through this partnership, leveraging LMI's long-term capital and sector expertise [2] - LMI's investment emphasizes its capability to provide comprehensive financing solutions and support strong business growth in aviation finance [3] Company Overview - WLFC specializes in leasing commercial aircraft engines and related services, including maintenance and end-of-life solutions for aviation materials [4] - The company also aims to develop projects to decarbonize aviation through its Willis Sustainable Fuels initiative [4] Liberty Mutual Investments Overview - LMI is the investment arm of Liberty Mutual Group, managing over $117 billion in long-term capital globally, focusing on building enduring businesses and driving economic growth [5]

Hello and welcome to Asking for a Trend. I'm Josh Lipton. In the next half hour, we are breaking down the trends of today that'll move stocks tomorrow.There's a lot to keep track of, so we're focusing on what you need to know to get ahead of the curve. Here are some of the trends we're going to be diving right into. The S&P 500 snapping a 4-day losing streak thanks to the CPI reading.Got a check on the market action, including moves in the AI trade and gold. Plus, a look at the future of Berkshire Hathaway ...

Core Insights - Primaris Real Estate Investment Trust has published its third Sustainability Report and Green Bond Allocation Report, detailing its sustainability initiatives and financial disclosures [1][2][3] Sustainability Report Highlights - The Sustainability Report outlines Primaris' updated sustainability plan, governance practices, and metrics impacting its business, with a focus on transparency [1] - The report includes data for the year ended December 31, 2025, and an analysis of utilities and greenhouse gas emissions for the year ended December 31, 2024 [1] Green Finance Framework - In June 2025, Primaris introduced its Green Finance Framework, allowing for the issuance of green bonds and loans [2] - The Green Bond Allocation Report details the allocation of proceeds to eligible green projects and received a Second Party Opinion from Moody's confirming its alignment with the International Capital Market Association's Green Bond Principles [2] Financial and Environmental Achievements - Primaris issued $450 million in green bonds to fund green building acquisitions and completed property-level decarbonization plans [3] - The company achieved a 5.5% reduction in like-for-like greenhouse gas emissions year-over-year and a 10% reduction against the baseline year of 2022 [5] - 100% of shopping centers are green building certified, and 83.3% of new retail leases signed in 2025 are considered "green" [5] Social Impact - Primaris donated over $1 million to local organizations and contributed more than 67,000 pounds of food to those in need [3] - The company achieved an 83% tenant satisfaction score and implemented a data tracking system for community engagement activities [5] Governance and Performance Metrics - Primaris achieved a GRESB 3-star rating in 2025, scoring 84 on a 100-point scale, and received Sector Leader Status for Retail in the Americas [5] - The company maintains an "A" MSCI ESG Rating and has established sustainability targets linked to business performance metrics [6]

Core Insights - The YieldMax Universe Fund of Option Income ETF (YMAX) provides substantial weekly distributions to investors by investing in other YieldMax funds focused on single securities [2] Group 1: Fund Overview - YMAX targets safe and reliable yields of approximately 8% for income investing [2] - The fund is managed by a team of experienced professionals, including former financial advisor Nick Ackerman, who has over 14 years of personal investing experience [2] - The service offers managed portfolios, actionable income and arbitrage recommendations, and in-depth analysis of closed-end funds (CEFs) and exchange-traded funds (ETFs) [2] Group 2: Community and Strategy - The CEF/ETF Income Laboratory has a community of over a thousand members focused on income strategies [2] - The majority of holdings in the portfolios are monthly-payers, which aids in faster compounding and smoothing income streams [2]