I want to get your take on this because a lot of notes came out. Should you believe the numbers. Should you believe the guide is one headline.A lot of people saying I'm not really quite sure what we saw in this quarter. How did you take this quarter. And it's also very important to note this quarter kind of uh is in the middle of the holiday peak.So we're kind of getting the look at the first half of the holiday peak. Obviously the current quarter is going to show the rest of it. >> So absolutely it was a g ...

Good morning. So, you just lowered your price target after this earnings, but you kept an overweight rating. Explain the rationale there.Lowering the price target, but keeping the rating. >> Uh yeah. No, good morning and uh thanks for having me.Great to be here. Uh listen, quoting, you know, Elliot Hill himself, uh this is not a turnaround that's linear, you know, by any means. uh they never are, you know, especially in a competitive consumer space and especially in this athletic space uh which is an extrem ...

Well, Frank, I what I think is interesting is the reaction of the Chinese government or the non-reaction because officially the foreign ministry dodged a question. They didn't actually go into anything other than a boilerplate statement which was that uh Beijing Beijing's position on Tik Tok is consistent and clear. But uh the state media reaction has been interesting in that it's been quoting a probe Beijing professor on the Tik Tok deal.And there that professor is saying that this deal is in line with Chi ...

We got some news on Nike today. Uh Nike shares down sharply. Uh really on China weakness, also some soft guest guidance.Joining us right now is Kevin McCarthy. His Newberger Burman, a senior research analyst. The stock off about 10% right now.Kevin, uh you heard what we heard from Nike about all this. Do you say to yourself this is a dip worth buying. Do you say that there there's more to go.What what are your feelings here. >> Yeah, good morning, Andrew. Um, you know, I I think clearly the market is going ...

John, I want to come over to you. One thing I've been talking a lot of traders about is the idea of Japanese bond yields rising and that becoming a more attractive place for Japanese investors to put their money and maybe even other Asian investors to put their money. Do you agree with that thesis.>> Uh, you know, Frank, I I would think it's a little bit overblown at this point. Uh, the what the benchmark rate for Japan now at 75 basis points that compares to ours what's ours. 350 to 3.75% and our 10 year o ...

Welcome back to Squawkbox. OpenAI is reportedly looking to raise as much as a hundred billion dollars for its expansion plans, which could value the company as high as, you ready for this. 830 billion.So, we're getting close to the trillion dollar mark. The Wall Street Journal saying that the earliest fundraising round would be completed at the end of the first quarter of this coming year. Then, opening eye expected to draw in financing from sovereign wealth funds as well.Earlier in the week, the informatio ...

Christmas is less than a week away and joining us right now with some tips on what to serve on the table this year is Ray Isle, our old friend who's here from executive, he's the executive wine editor at Food and Wine. And uh Ray, you do this for us every year. >> I love doing this. This is great. Thanks for having me. I'm trying to get us, you know, a little tipsy at 6:20 in the morning. >> It's my job. It's what I It's what I do do for the world. >> I was actually thinking about it. How do you do your job ...

Five things to know ahead of the opening bell this morning. Japan's central bank raising its short-term interest rates to a three decade high of 75% that helped lift the country's 10-year Treasury yield past 2%. And the Bank of Japan also signaling readiness to tighten further.Meanwhile, data center deals hitting a record $61 billion in 2025. That's according to the S&P Global. European Union leaders agreeing to loan Ukraine more than hundred billion dollars to help the country defend itself from Russia for ...

This flag has been popping up at protests around the world. It's the Straw Hat Pirates Jolly Rodger. The flag has appeared this year at Gen Zed le demos, including in Indonesia, Nepal, and at Mexico's recent protests, too.The image comes from One Piece, one of Japan's most successful, longestr running manga series. At a time of political discord and social distress, young people have embraced it and the story of Monkey Duffy, One Piece's teenage hero, too. In the cartoon, Luffy sails the globe with his crew ...

Warner Bros. Discovery sent a clear message to its shareholders on December 17. Trust us, the best buyer of the storied Hollywood company is Netflix, not Paramount.Paramount is led by the billionaire son of Oracle's founder, David Ellison. He put forward a hostile 108 billion bid last week to buy Warner Bros. , but the Warner board called that offer inferior and too risky for investors.Why. They're telling Warner investors that the Ellison family, the second richest in America, can't be trusted to back the ...