Group 1 - Norwegian Cruise Line is making headlines as it rings the opening bell at the New York Stock Exchange [1] - Arc Best is also active at NASDAQ, with a positive sentiment among investors despite potential risks from a government shutdown [2][5] - The tech-heavy NASDAQ composite is showing gains, with a rise of approximately 0.5% [6] Group 2 - Electronic Arts shares are up 5% following news of a record-breaking $55 billion deal to take the company private, ending its 36-year run as a public firm [7] - Cannabis stocks are experiencing significant movement, with Tillray up over 28% and Canopy Growth up 13%, driven by President Trump's comments on CBD benefits [8] Group 3 - The potential government shutdown could lead to the furlough of around 900,000 federal employees, which may delay key economic data releases, including the jobs report [11][19] - Goldman Sachs has raised concerns about the market being in a bubble while also indicating that the economic impact of a shutdown would be modest [12][19] - Historically, stocks tend to rebound after a government shutdown, with an average rise of about 3% one month later [20] Group 4 - The U.S. economy is showing mixed signals, with a second-quarter GDP increase of 3.8% driven by consumer spending, but weak labor market readings, including only 22,000 jobs added in August [38][39] - The upcoming jobs report is crucial, with economists expecting an increase of 45,000 jobs for September [39][45] Group 5 - The Federal Reserve is closely monitoring the labor market, with expectations of potential rate cuts in response to economic conditions [18][34] - Analysts suggest that the labor market may see a reacceleration in job growth, particularly in sectors like financial services and construction, as the economy continues to grow [51][52] Group 6 - Gold prices are reaching new highs, driven by government shutdown risks and expectations of further Fed easing, with Goldman Sachs projecting gold could reach $4,000 by mid-2026 [23][24] - Central bank holdings of gold have surpassed U.S. treasuries for the first time since 1996, indicating a significant shift in investment strategies [25]

Let's get right to MSNBC White House correspondent Von Hillyard, MSNBC's senior Capitol Hill correspondent and host of Way Too Early, Ali Vatitali, along with our MSNBC political analyst Brendan Buck, former aid to House Speakers Paul Ryan and John Boehner, and former Democratic Congresswoman Donna Edwards. Lots to discuss here. Van, kick us off. In addition to these two big meetings today, the president has also just announced another round of steep tariffs. Take us through this day. >> Right. It's a heck ...

Group 1: Market Overview - US stock futures are starting the week positively, with expectations for a busy week of economic data and Federal Reserve commentary [1][4] - The Nasdaq is indicating a gain of almost 0.75%, while the S&P and Dow are also showing gains of more than 0.5% [4] - Goldman Sachs has upgraded equities to overweight, citing a resilient US economy and predicting the S&P 500 could climb another 2% to around 6,800 in the coming months [23][39] Group 2: Government Shutdown Implications - Congress is under pressure to reach a deal on a short-term spending bill, with a deadline approaching that could lead to a government shutdown [2][3] - If a shutdown occurs, it could delay key economic reports, including the non-farm payroll report, which is critical for Federal Reserve decision-making [14][15] - The potential for mass layoffs in the federal workforce has been highlighted, with implications for the economy if the shutdown proceeds [16][21] Group 3: Company News - Electronic Arts (EA) is going private in the largest leveraged buyout ever, with a deal valuing the company at $55 billion [3][36] - CSX's CEO has abruptly departed amid pressure from an activist investor and competitive challenges, with a new CEO appointed immediately [37] - Pot stocks are experiencing a boost following President Trump's social media post promoting the medical benefits of hemp-derived CBD, impacting shares of companies like Tilray and Canopy Growth [38] Group 4: Tariffs and Economic Impact - New tariffs are set to take effect this week on various goods, including pharmaceuticals and foreign-made movies, adding uncertainty to the market [5][29] - The imposition of tariffs is causing concern among small businesses, which are particularly affected by the erratic nature of tariff discussions [31][32] - The upcoming earnings season is deemed crucial for the sustainability of the current stock market rally, with analysts noting the potential for volatility due to tariffs and economic conditions [25][52]

As Tariffs Send Coffee Prices Soaring, Some In Congress Are Brewing Up A Solutionhttps://t.co/XUmIH2Mk8L https://t.co/JSqm35bViZ ...

Group 1 - U.S. President Donald Trump announced tariffs of up to 50% on imported furniture, including a 50% tariff on kitchen cabinets and vanities, and a 30% tariff on upholstered furniture, effective October 1 [1][2] - The tariffs are expected to complicate pricing strategies for companies in the furniture industry, as they heavily rely on imports from countries like China, Mexico, and Vietnam, raising concerns about the lack of domestic manufacturing capacity [2] - Executives from major companies such as Williams-Sonoma and RH have expressed worries during earnings calls regarding the impact of higher tariffs on their operations and pricing [3]

First, the president says he will hit drug imports with a 100% tariff increase if those companies fail to build out operations right here in America. Those tariffs are kicking in on October 1st. US pharma stocks are reacting in a kind of mixed way right now.You can kind of see now you can see Eli Liy is actually up now. The thinking there Eli Liy has a good amount of its production here in the United States. Merc Fiser, Gilead moving moving a little bit to the upside marginally.So, Madna shares down fractio ...

First, the president says he will hit drug imports with a 100% tariff increase if those companies fail to build out operations right here in America. Those tariffs are kicking in on October 1st. US pharma stocks are reacting in a kind of mixed way right now.You can kind of see now you can see Eli Liy is actually up now. The thinking there Eli Liy has a good amount of its production here in the United States. Merc Fiser, Gilead moving moving a little bit to the upside marginally.So, Madna shares down fractio ...

Trade Policy - US government is considering imposing a 100% tariff on all movies produced outside the United States [1] - The decision is motivated by concerns that the US film industry has been "stolen" by other countries [1] - The US Trade Representative is initiating the process for imposing the tariffs [2] International Relations - The US President suggests a trade deal may be reached this week, but the specific country involved is not identified [2] Industry Impact - The film industry in California is expected to be particularly affected by the proposed tariffs [1]

💥BREAKING:TRUMP TO IMPOSE SUBSTANTIAL TARIFFS ON ANY COUNTRY THAT DOES NOT MAKE ITS FURNITURE IN UNITED STATES. https://t.co/EnwgCSRYjF ...

Core Insights - Celsius Holdings, Inc. reported a gross margin of 51.5% for Q2 2025, slightly down from 52% in the previous year, influenced by Alani Nu's lower-margin profile and a $21.7 million inventory step-up adjustment [1][8] - The company anticipates that tariff-related cost pressures will impact margins in the latter half of the year, despite temporary cushioning from FIFO accounting [2][4] Financial Performance - Celsius achieved a gross margin of 51.5%, supported by lower raw material costs, improved production yields, and a favorable product mix [1][8] - The company expects to maintain gross margins in the low 50s range through vertical integration, procurement discipline, and cost-saving initiatives [3][4] - Celsius shares have increased by 17.2% over the past three months, outperforming the industry growth of 9.5% [7] Comparison with Competitors - PepsiCo reported a Q2 2025 core gross margin of 55.1%, down from 55.9% year-over-year, with a 5.1% decline in core operating income [5] - Coca-Cola posted a comparable gross margin of 62.2%, an increase of 80 basis points from the previous year, driven by operational improvements and pricing actions [6] Valuation and Earnings Estimates - Celsius trades at a forward price-to-earnings ratio of 41.56X, significantly higher than the industry average of 15.41X [10] - The Zacks Consensus Estimate for Celsius's EPS indicates year-over-year growth of 54.3% for 2025 and 28.6% for 2026 [11]