Core Insights - The article discusses the ongoing government shutdown, which has now reached Day 37, and highlights the implications for various sectors and companies [1] - Robinhood has reported a significant increase in revenue, with figures doubling compared to previous periods, indicating strong performance in the fintech sector [1] Company Insights - Robinhood's revenue has doubled, showcasing a robust growth trajectory in the financial technology industry [1] - The increase in revenue may reflect a growing user base and increased trading activity, which could position Robinhood favorably against competitors in the market [1] Industry Insights - The government shutdown is impacting various industries, creating uncertainty and potential challenges for companies reliant on government contracts and funding [1] - The fintech sector, represented by Robinhood, appears to be thriving despite broader economic challenges, suggesting a shift in consumer behavior towards digital trading platforms [1]

>> NEWSMAKERS AND MARKET MOVERS, THIS IS "THE PULSE WITH FRANCINE LACQUA. " FRANCINE: GOOD MORNING, EVERYONE. WELCOME TO "THE PULSE. " THE U.S. SUPREME COURT APPEARS SKEPTICAL PRESIDENT TRUMP'S SWEEPING GLOBAL TARIFFS AS JUSTICES SUGGESTED HE HAD OVERSTEPPED HIS AUTHORITY WITH SIGNATURE ECONOMIC POLICY. IN THE HEARING YESTERDAY, THE COURT HINTED IT WAS READY TO PUT SIGNIFICANT LIMITS ON TRUMP'S FAR-REACHING AGENDA. LET'S GET YOU BRENDAN MURRAY THE OUR TRADE COVERAGE HERE. TO TARIFFS OR NOT TARIFF, I THOUGHT ...

This story was originally published on MedTech Dive. To receive daily news and insights, subscribe to our free daily MedTech Dive newsletter. By the numbers   Q4 Revenue: 6.32 billion euros Roughly flat year over year   Net income: 597 million euros 4% decrease year over year Siemens Healthineers has reaffirmed its expectation that the negative impact of tariffs will double in its next fiscal year to reach 400 million euros (nearly $461 million). With tariffs coming in part way through the company’s ...

市场趋势与行业动态 - 亚洲股市从四月份以来最大两日跌幅中反弹，逢低买入者回归，此前对估值过高的担忧有所缓解 [1][48] - 美国最高法院对特朗普总统的全球关税表示怀疑，暗示其可能越权 [1][7][49] - 科技股回调引发市场抛售，但对人工智能的乐观情绪依然存在 [16][20] - 美国十年期国债收益率大幅走高，达到 4.15%，财政部暗示可能增加供应 [4][51][95] - 美国经济状况依然强劲，企业盈利表现良好，标普 500 指数近 80% 的公司报告盈利，同比增长 12%，每股收益超出预期 6% [22] - 沙特阿拉伯下调对亚洲的官方售价，并持续关注美国库存的增长 [5][52] - 美元走强，测试 200 日移动平均线，为一年来首次 [6][53] - 尼日利亚重返全球债务市场，通过债券销售筹集 20 亿美元 [39] - 刚果共和国重返全球债务市场，以 13.7% 的收益率出售 6.7 亿美元债券 [42] - 中国将取消对美国农产品的关税，并解除对美国公司的出口限制 [46] 投资机会与潜在风险 - 最高法院对特朗普关税的质疑可能导致关税重新评估和退款 [3][50][51][96] - 估值过高并非股市大跌的唯一原因，需要更大的负面催化剂 [26][27] - 预计标普 500 指数年底将达到 7000 点或接近该水平 [27] - 英国央行预计将维持利率不变，关注即将到来的预算和疲软的数据 [2][49][79][81] - 预计利率下调和市场流动性增加将推动市场上涨 [28] - 卡塔尔计划向埃及投资 35 亿美元，开发旅游景点和高尔夫球场 [64][71] 公司财务表现 - ARM 预计第三季度销售额将达到 13 亿美元，超过预期，人工智能技术需求强劲 [29] - 高通公司对本季度给出了乐观的预测，称销售额已达 120 亿美元，对高端安卓芯片的需求依然强劲 [29] - 土耳其航空公司指责发动机制造商垄断并抬高价格，利润率超过 25% [44][75] - 国泰航空宣布将从卡塔尔航空回购股份，表明对香港航空枢纽地位的信心 [78]

The US Supreme Court is signaling skepticism of President Trump's global tariffs, with key justices suggesting he had overstepped his authority. The vehicle is imposition of taxes on on Americans. And that is always been the core power of Congress.So to have the President's foreign affairs power trump that basic power for Congress seems to me to kind of at least neutralize between the two powers, the executive power and the legislative power. Bloomberg Managing Editor Jill Disis now joins us now from Hong K ...

Core Argument - The Supreme Court is hearing arguments regarding the legality of tariffs imposed by the president under the International Emergency Economic Powers Act, with small businesses like Learning Resources challenging these tariffs as unlawful [1][3]. Industry Impact - MGA Entertainment, a major player in the toy industry, is closely monitoring the Supreme Court proceedings, expressing concerns about the negative impact of tariffs on toy prices and sales [2][3]. - Tariffs have led to significant price increases for popular toys, with examples showing price hikes from $5.99 to $7.99 and from $14.99 to $17.99, affecting middle and lower-income consumers [4][5]. Financial Burden - A small toy maker in Illinois reported spending approximately $2.3 million in tariffs for 2024, with estimates rising to $100 million for the entire year due to the tariffs [5]. - The same company indicated that they have already paid around $11 to 12 million in tariffs this year, with sales down by 25 to 30%, which is expected to lead to layoffs across the industry [7]. Manufacturing Concerns - Plans for expanding toy manufacturing in Ohio have been put on hold due to the tariffs, despite the company's long history of domestic production [11][12]. - The CEO of MGA Entertainment criticized the tariffs, stating that no new toy manufacturing has been established in the U.S. since the tariffs were enacted, contradicting the intended goal of boosting domestic production [14]. Consumer Impact - A study indicated that tariffs could increase holiday spending by $132 per American shopper, further straining consumer budgets during the holiday season [15].

The last word with Lawrence O'Donnell starts right now. Hey, Lawrence. >> Hey, Jen.Uh, you know, I think many of us were expecting some sort of um interpretation necessary about last night's results. I mean, you know, yet during say yesterday afternoon, like you know, maybe it' be a win here, a loss there, and it'd be a mixed bag of of data to try to figure out uh what was the real outcome, but boy, you just couldn't have had a clearer result last night. You're you're so right and I know you were talking ab ...

>> THIS IS "BALANCE OF POWER," LIVE FROM WASHINGTON, D.C. JOE: FROM BLOOMBERG'S WORLD HEADQUARTERS IN NEW YORK TO OUR TV AND RADIO AUDIENCES GLOBALLY, WELCOME TO "BALANCE OF POWER. " I AM JOE MATHIEU. THE PRESIDENT'S TARIFF AUTHORIZATION HANGS IN THE BALANCE. >> IS IT YOUR CONTENTION THAT EVERY COUNTRY NEEDED TO BE TARIFFED BECAUSE OF THREATS TO THE BASE? SPAIN, FRANCE? JOE: SKEPTICISM FROM THE HIGHEST COURT IN THE LAND AS JUSTICES HEAR ARGUMENTS. WHAT THE JUSTICES SAID THAT MADE BETTING MARKETS LEAN TOWARD ...

The Supreme Court is deciding one of the biggest issues on President Trump's policy agenda, his tariffs. The court is deciding whether President Trump had the authority to issue sweeping tariffs under an emergency law called AIPA, which stands for the International Emergency Economic Powers Act. Based on the oral arguments, the justice did seem skeptical that President Trump has the power to do this.And while we don't know what the ruling is going to be yet, it looks like it's going to be an uphill battle f ...

Price Increases - Amazon has raised prices by 12.8% this year, while Target and Walmart have increased prices by 5.5% and 5.3% respectively [2] - The price increases for all three retailers are attributed to the impact of new U.S. tariffs, with Amazon's increases occurring before the tariffs were imposed, possibly due to price normalization after holiday discounts [3] Marketplace Dynamics - Amazon earns a higher percentage of its revenue from third-party sales compared to Target and Walmart, making its marketplace sellers, often small businesses, more vulnerable to tariff-related cost increases [4] - Third-party sellers lack the scale, inventory flexibility, and private-label leverage that larger retailers like Walmart and Target possess to offset costs [4] Broader Industry Trends - A report indicated that 90% of goods firms and over 70% of services firms among mid-market companies have raised prices in response to tariffs and macroeconomic pressures [5] - Some companies are absorbing most of the tariff costs due to concerns about losing market share to competitors who do not raise prices, as well as the temporary nature of the tariffs [6] - Goldman Sachs economists estimated that consumers will ultimately bear more than 50% of the total cost of U.S. tariffs, with consumers having shouldered about 22% of the cost as of mid-year [7]