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'Fast Money' traders react to Nike earnings
Youtube· 2025-12-18 22:48
Thank you. Sarah Eisen from the New York Stock Exchange on Nike tonight. Um Tim, are we in the middle of the turnaround here.Do you see enough proof. Are you convinced. >> I I think we are.I think if you're building a position in Nike, this is a place to add. There's nothing I heard today that made me concerned about some of the legacy problems. The positives are two consecutive quarters of revenue growth.North America up 8.8%. It's actually a second derivative margin improvement. They're still down, but th ...
Nike shares slide on Q2 results despite beat on earnings and revenue
Youtube· 2025-12-18 22:43
Let's get back to Nike. Those shares falling now more than 4% in overtime. Let's bring in Oppenheimer senior analyst Brian Nagel for his reaction to the results.Got an outperform rating. $120 price target on the stock. Brian, which is more important here for investors in these results, the China weakness or the wholesale strength.>> Well, good afternoon, John. Look, I tend to think the wholesale strength. And I and the reason I say that I mean one it's a much bigger business but probably more importantly yo ...
Trump's "warrior dividend" is at least the 10th thing he's said tariffs could pay for. 💰
Yahoo Finance· 2025-12-18 21:37
Because of tariffs, 1,450,000 military service members will receive a special we call warrior dividend before Christmas. A warrior dividend in honor of our nation's founding in 1776. We are sending every soldier 1,776.Much of this success has been accomplished by tariffs. my favorite word, tariffs. >> United States will be taking a small portion of the hundreds of billions of dollars we receive in tariffs and we're going to be giving and providing it to the farmers and we're going to be giving back refunds ...
Where is Copper Heading in 2026?
Yahoo Finance· 2025-12-18 20:00
I asked if copper was setting a base for a new high in a November 18, 2025, Barchart article, where I concluded with the following: I expect copper prices to continue their upward trajectory as technical and fundamental factors support the red nonferrous metal. However, long copper exposure through the CPER ETF during price corrections has been optimal, and that trend is likely to continue. At around the $5 per pound level in November 2025, copper futures could be setting a base for even higher highs in 20 ...
X @The Wall Street Journal
Wine dealers say that Americans face as much as a 15% to 30% rise in prices next year due to tariffs and a stronger euro https://t.co/g8bShRjOzu ...
Lululemon struggles to reverse concerning customer behavior
Yahoo Finance· 2025-12-18 18:07
Lululemon, famous for its luxury athletic wear, is struggling to emerge from a rough patch with consumers, who have switched gears in recent months. As many consumers face financial strain amid inflation and higher costs of living, Lululemon, which sells apparel at prices exceeding $100, has been struggling to boost its sales. During the third quarter of this year, foot traffic in Lululemon stores increased by 4.2% year over year, according to recent data from Placer.ai. However, Lululemon revealed in i ...
MillerKnoll Issues Cautious Guidance in 2026, Continues to Offset Tariff Costs
Yahoo Finance· 2025-12-18 16:08
MILAN — MillerKnoll, a leading American furniture maker known for its iconic midcentury modern designs, continues to navigate U.S. President Donald Trump’s trade policy in its fiscal full year 2026. As a result, it’s erring on the side of caution when it comes to guidance. In the fiscal second quarter which ended Nov. 29, the Zeeland, Mich.-based MillerKnoll — whose portfolio includes American brands Knoll, Herman Miller, Design Within Reach and Holly Hunt, as well as Copenhagen-based Muuto and textile fir ...
X @Anthony Pompliano 🌪
Anthony Pompliano 🌪· 2025-12-18 14:41
Economic Outlook - Deflation is impacting the US economy as anticipated [1] - Recent economic narratives may be inaccurate [1] - GDP is projected to increase, leading to higher asset prices [1] Deflationary Factors - Tariffs contribute to deflation [1] - Artificial Intelligence (AI) is a deflationary force [1] - Deportations exert deflationary pressure [1]
X @Anthony Pompliano 🌪
Anthony Pompliano 🌪· 2025-12-18 14:41
I published my analysis back in February explaining why tariffs were deflationary.People mocked and ridiculed me for it. They thought it was some political bias or I had gone crazy.Now the economic data confirms the analysis.Original piece:https://t.co/hlUrRcHv4H ...
USTR Jamieson Greer on EU tech fines: Number of investigations we could conduct to take action
CNBC Television· 2025-12-18 14:17
and is now threatening to penalize EU tech companies in return. Ambassador Greer uh joins us this morning. Good morning to you, sir.Um where does this stand and and just so we understand the the various chess pieces here. Uh what kind of leverage do you think you have to actually affectuate this in the EU. >> Uh well, good morning.Good to be with you. There are a couple of things. You know, first of all, the EU itself knows that uh it lags on innovation.You know, we had the EU put out the Mario Draghy repor ...