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Andreeva: Nike’s turnaround isn’t linear, especially in a hypercompetitive market
CNBC Television· 2025-12-19 12:34
Good morning. So, you just lowered your price target after this earnings, but you kept an overweight rating. Explain the rationale there.Lowering the price target, but keeping the rating. >> Uh yeah. No, good morning and uh thanks for having me.Great to be here. Uh listen, quoting, you know, Elliot Hill himself, uh this is not a turnaround that's linear, you know, by any means. uh they never are, you know, especially in a competitive consumer space and especially in this athletic space uh which is an extrem ...
Food & Wine's Ray Isle on tariff impact on the wine industry, top wines this holiday season
CNBC Television· 2025-12-19 12:31
Christmas is less than a week away and joining us right now with some tips on what to serve on the table this year is Ray Isle, our old friend who's here from executive, he's the executive wine editor at Food and Wine. And uh Ray, you do this for us every year. >> I love doing this. This is great. Thanks for having me. I'm trying to get us, you know, a little tipsy at 6:20 in the morning. >> It's my job. It's what I It's what I do do for the world. >> I was actually thinking about it. How do you do your job ...
Simpson: Micron’s earnings were impossible to ignore, with demand exceeding supply
CNBC Television· 2025-12-19 12:13
Let's get into it. Your word of the day is breath. What are you looking at.>> Well, you know, we've seen almost three years now where markets have been led primarily by mag 7, hyperscalers, big tech, and throughout the past few months, we've starting to see the market broaden out a little bit. And I really want to see that take place in 2026. >> We've seen financials, industrials, and and some AI adjacent starting to get involved in the game a little bit.>> All right. So, you're you're looking at for the ma ...
How Tariffs Are Changing Up Costco's Shelves
WSJ· 2025-12-19 11:00
Group 1 - The retailer has made adjustments to its product assortment to maintain low prices for shoppers [1]
X @The Economist
The Economist· 2025-12-19 07:30
When the European Union increased tariffs on Chinese battery electric vehicles in 2024, the logic was straightforward: raise prices and imports will fall. Data suggest that has not happened https://t.co/4hO6Mwq6Jr ...
X @Bloomberg
Bloomberg· 2025-12-19 06:18
Malaysia’s exports grew slower than expected in November, as higher tariffs weighed on the Southeast Asian nation’s trade with the US. https://t.co/LJgBmq0RCX ...
Stocks rise on Wall Street as AI stocks turn higher again
Yahoo Finance· 2025-12-19 04:15
NEW YORK (AP) — Stocks gained ground on Wall Street Friday for a second straight day, wiping away losses from earlier in the week. Technology stocks were once again the main force behind the market's broader moves, especially companies with a focus on artificial intelligence. Both the S&P 500 and the Nasdaq closed out the week with gains, despite several stumbles early this week. The S&P 500 rose 59.74 points, or 0.9%, to 6,834.50. It notched a 0.1% gain for the week. The Dow Jones Industrial Average ro ...
X @Bloomberg
Bloomberg· 2025-12-19 00:55
Mexico is ramping up tariffs on other countries, says @mihirssharma. Asia will see it as doing Trump's work for him (via @opinion) https://t.co/wOqcJE2auF ...
X @The Economist
The Economist· 2025-12-19 00:40
There are grinchy ways of getting around the American tariffs on Chinese goods. Dismembering Father Christmas and then shipping his head, limbs and torso to South-East Asia is one such ruse https://t.co/V7h9M29iV0 ...
'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 ...