India announced relief measures worth more than $5 billion for its exporters pummeled by steep US tariffs, even as the two nations continue working toward a trade deal. https://t.co/6Tn16IrtzE ...

“They've gotten comfortable enough that this is an environment that they can operate in and do deals in. I don't know that they're fully comfortable that they can really forecast everything,” said Todd Dubner, a principal and deal advisory and strategy leader for industrial manufacturing at KPMG US. “But that's not dissuading them from starting down the deal path.”KPMG’s report noted that aerospace and defense deals were notably down earlier in the year, while sectors such as automotive continued to be acti ...

Right now, we know that Donald Trump is going to try to pull any rabbit out of a hat to at least pretend like he is trying to lower costs for the American people. We also know that the key to Donald Trump's heart is through flattery. Preferably flattery that is easy to read.Has lots of pictures and maybe even includes some gold accents if you're like really trying hard. Well, this weekend, Federal Housing Finance Agency Director Bill PY pulled up to Mara Lago with a piece of poster board and a dream to sell ...

Time now for money power politics. The elections last week made it clear that voters care about affordability in this country and some would call it an affordability crisis. But the administration, they're not hearing it.I want you to watch what Treasury Secretary Scott Besson said on our air this morning. >> The economy under President Trump's been very resilient and you know, growth has exceeded expectations almost every quarter. We inherited an affordability crisis.We have slowed the price increases down ...

While Donald Trump, who is facing the disapproval of 54% of Americans, continues his politically losing ways by saying something that could get that disapproval number up. Something that no president in history has ever said. Twothirds of Americans are fools.Donald Trump put that in writing. Donald Trump said in writing, "People that are against tariffs are fools." 65% of Americans are fools according to Donald Trump. 65% 65% of Americans oppose the Trump tariffs and Donald Trump's response to that is to ca ...

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest now [1][13] - The energy demands of AI technologies are highlighted, with data centers consuming as much energy as small cities, leading to concerns about power grid strain and rising electricity prices [2][3] Investment Opportunity - A specific company is presented as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for supporting the anticipated surge in energy demand from AI data centers [3][7] - This company is characterized as a "toll booth" operator in the AI energy boom, benefiting from the increasing need for energy as AI technologies expand [4][5] Market Position - The company is noted for its unique position in the market, being debt-free and holding a significant cash reserve, which is approximately one-third of its market capitalization [8][10] - It also has a substantial equity stake in another AI-related company, providing investors with indirect exposure to multiple growth engines in the AI sector [9][10] Strategic Advantages - The company is involved in large-scale engineering, procurement, and construction (EPC) projects across various energy sectors, including nuclear energy, which is crucial for America's future power strategy [7][8] - The current political climate, particularly Trump's tariffs, is expected to drive onshoring and increase demand for U.S. LNG exports, positioning the company favorably in this evolving landscape [5][14] Future Outlook - The influx of talent into the AI sector is expected to lead to rapid advancements and innovative ideas, reinforcing the notion that investing in AI is a way to back the future [12] - The potential for significant returns is emphasized, with projections suggesting a possible 100% return within 12 to 24 months for investors who act now [15]

Group 1 - Most of Ireland's major corporate taxpayers, primarily U.S. multinationals, have not yet faced the direct impact of U.S. tariffs, but the outlook for corporate tax revenue is increasingly uncertain due to American trade policies [1] - Irish corporate tax receipts have increased sevenfold since 2014, now accounting for nearly one-third of all taxes collected, significantly transforming public finances [1] - The pharmaceutical and technology sectors, which make up about 87% of corporate tax payments from U.S.-owned firms, have so far avoided U.S. tariffs [2] Group 2 - Pharmaceutical exports to the U.S. have surged due to frontloading, with shipments exceeding the total for all of 2024 by April, as companies prepare for potential trade barriers [2] - There is a structural increase in exports of an active ingredient used in weight-loss drugs, which is boosting short-term corporate tax receipts [3] - The outlook for the pharmaceutical sector remains "very uncertain," with risks including the long-term goal of tariffs to promote more pharmaceutical manufacturing in the U.S. [3] Group 3 - Multiple factors, including potential tariffs, drug price reforms, new blockbuster drugs, and strong underlying demand, could significantly influence the value of Ireland's pharmaceutical exports to the U.S. and, consequently, corporate tax receipts [4] - Corporate tax revenues from the pharmaceutical sector could experience substantial fluctuations, either increasing or decreasing significantly [4] - Other manufacturing sectors, such as drinks and medical devices, may see a decline in corporate tax due to tariffs, but they only accounted for 4% of Irish corporate revenues in 2024 [4]

I need you to sit down for this one cuz I got one for you. President Trump is floating this new idea to get money straight into Americans pockets. A $2,000 dividend payment.That is right. Over the weekend, he says he wants to do this by using some of the billions that are coming in from tariffs. Now, the president said, "We are taking in trillions of dollars and will soon be paying down our enormous debt, $37 trillion." Then on Monday morning, he circled back on this and said, "All the money that's going to ...

Joining me for more is Steve Oddland, president and CEO of the conference board. Steve, it's good to speak with you and that that stat takes me by surprise, especially given the NRF stat we saw where they suggested we could see the first trillion dollar Christmas or holiday season. Um, what are you seeing in your data and why.>> Yeah, well, the NRF stat is a little narrower than ours. Ours is all holiday spending on travel, on clothes, on parties, on food, the whole thing. And and it's expected to be down a ...

Core Insights - American Eagle Outfitters Inc. (AEO) is experiencing significant cost pressures primarily due to tariff-related expenses and increased supply chain costs, which are negatively impacting gross margins despite effective inventory management and pricing strategies [1][5] - The company has reduced its previously estimated unmitigated annual tariff impact from $180 million to $70 million through various cost-saving measures and supply chain optimizations [2] - AEO's marketing campaigns featuring Sydney Sweeney and Travis Kelce have resulted in record customer engagement, generating 40 billion impressions and strong sales during Labor Day [3][9] - Positive consumer sentiment and increased purchase intent have been observed, with denim being identified as a key growth driver [4][5] - AEO is balancing margin management with aggressive marketing efforts, positioning itself to address both growth and margin challenges as it moves into fiscal 2026 [5] Financial Performance - AEO's shares have increased by 6.6% year to date, contrasting with an 18.3% decline in the industry [6] - The company trades at a forward price-to-earnings ratio of 13.57X, which is lower than the industry average of 16.13X [7] - The Zacks Consensus Estimate indicates a year-over-year decline of 36.2% in EPS for the current fiscal year, with a projected increase of 22.9% for the next fiscal year [14]