pepsi twitter account about to start shilling the shit out of solana and zcashnfa https://t.co/e2kXUOokq7 ...

Pepsi is introducing “naked” versions of its popular snacks that strip out artificial dyes, part of its push to offer healthier options https://t.co/bpcVaWA2rM ...

Core Insights - Jim Cramer has recently expressed increased optimism about Salesforce, Inc. (NYSE:CRM) following his attendance at the Dreamforce conference, emphasizing the need for long-term faith in the company [2] - The current sentiment surrounding enterprise software is not very positive, which may delay analysts' reassessment of Salesforce's potential [2] - Major companies utilizing Salesforce's software, such as Dell, William Sonoma, FedEx, and Pepsi, have demonstrated improved revenue and reduced expenses, contributing to a 15% stock price increase [3] Company Overview - Salesforce, Inc. is an enterprise software company specializing in customer relationship management software [2] - The company is currently facing a challenging market environment, which may impact investor sentiment and stock performance in the short term [2] Market Context - The overall sentiment in the enterprise software sector is currently subdued, which could affect the perception of Salesforce's growth potential [2] - Despite the potential of Salesforce as an investment, there is a belief that certain AI stocks may offer better returns with lower risk [3]

Earnings and Expectations - Companies are likely to beat EPS, driven by tech, with expectations around 7%-8% in Q3 [1] - Analysts have been raising estimates coming into Q3 earnings season, unlike typical earnings seasons [3] - Companies can beat earnings again, probably printing in the low double digits [3] Consumer Trends - The high-end consumer has stayed strong, while the lower-end consumer has struggled [6] - There is no significant impact from tariffs in terms of spending and consumer sentiment yet, but potential impact in holiday season or early 2026 [6][7] Technology and AI - Tech stocks are expected to lead earnings growth [3] - AI and MAG Seven stocks can continue to drive the market higher, with Alphabet being a preferred choice [10] - Google's advertising business is not significantly at risk because of OpenAI, and Google Gemini has a lot of upside [10] - The winners in AI are large mega-cap companies like Alphabet, Microsoft, NVIDIA, and Broadcom, with low supply [12] - Infrastructure, particularly data centers, is a top pick, especially those supporting AI [14] Market Outlook - Q4 is normally a strong quarter from a seasonal point of view, especially when the market is up substantially year to date [13] - Odds are in favor for the rally to continue [13]

Ellen Hazen has some big ideas for you into all of it. She is chief market strategist and portfolio manager at FL Putnham Investment Management down from Boston and joins us now. Ellen, good to have you on set again.Thanks for having me. Yeah. Why, before we get to some individual things that you like, why do you think the market is not responding more to day nine of a partial government shutdown.I think there have been a lot of shutdowns over the years. We've had 20 shutdowns since 1970. Most of them were ...

Let's get right to the opening bell on this uh Thursday morning at the CNBC Real Time Exchange at the big board today celebrating its IPO commercial washer and dryer manufacturer alliance with laundry systems at the NASDAQ Ford Industries and Lana Treasury Company. Mike, as we'll try once again, I guess at this 6750ish range, been a little stubborn. We've hesitated a little bit actually in very much the way we did before 6700 uh last week.So that didn't really hold. Uh it's been I wouldn't say um narrow but ...

Core Argument - The talk focuses on building a personal brand by unleashing four key powers: authenticity, understanding your 'why', submission to your audience, and consistency [6][27][28] - The speaker shares personal anecdotes and brand examples to illustrate these powers, aiming to make the concepts relatable and actionable for the audience [2][8][11][22] Key Concepts & Strategies - **Authenticity:** Discovering and embracing one's true self is crucial for building a genuine personal brand [7][8] - **Power of Why:** Understanding the purpose behind one's actions is essential for attracting and engaging an audience [11][12] - **Power of Submission:** Being open to serving an audience that may not be the initially intended target can lead to unexpected growth and opportunities [16][17][18] - **Consistency:** Delivering on promises consistently is vital for building trust and establishing a recognizable personal brand [21][22][23] Examples & Illustrations - Red Bull's success as an energy drink, rather than a better cola, exemplifies the power of authenticity [8] - Apple's focus on challenging the status quo and delighting customers demonstrates the power of 'why' [11] - Sting's embrace of blue-collar workers as an unexpected target audience showcases the power of submission [16][17][18] - Pepsi's consistent use of the "horn hand grip" over 16 years highlights the power of consistency [22][23] Actionable Takeaways - Individuals should identify their authentic selves and superpowers to guide their activities [7][8][9] - Understanding one's 'why' helps in choosing activities and interests that resonate with others [15] - Being open to serving unintended audiences can lead to new opportunities and growth [16][17][18] - Consistent delivery on promises builds trust and strengthens a personal brand over time [21][26]

Market Dynamics - Coke divested bottling operations and increased marketing investment [1] - If Pepsi doesn't streamline operations, the gap between Coke and Pepsi will likely increase [1]

Business Deals & Acquisitions - Rohan Oza, known for beverage deals with celebrities, brokered the sale of Poppi to Pepsi [1] - The Poppi deal is described as a "blockbuster sale" [1] Key People - Rohan Oza is a "Shark Tank" veteran [1] - Rohan Oza has made millions for celebrities through beverage deals for years [1]

Business Deals & Acquisitions - Rohan Oza 促成了益生元苏打 Poppi 以重磅交易出售给 Pepsi [1] - Rohan Oza 多年来通过饮料交易为名人赚取了数百万美元 (millions) [1] Key Individuals - Rohan Oza 是“Shark Tank”的资深人士 [1]