Kate Gulliver, Wayfair CFO, joins 'Squawk Box' to discuss the company's quarterly earnings results, impact of tariffs, state of the consumer, and more. ...

Core Insights - The article emphasizes the importance of conducting thorough due diligence before making any financial decisions, particularly in the context of investments and trading activities [1] Group 1 - The content includes general news and personal analysis intended for educational and research purposes [1] - It highlights that the information provided does not constitute any recommendation or advice for investment actions [1] - The article warns that the information may not be accurate or provided in real-time, and prices may be sourced from market makers rather than exchanges [1] Group 2 - The website discusses complex financial instruments such as cryptocurrencies and contracts for difference (CFDs), which carry a high risk of losing money [1] - It encourages users to perform their own research and understand the risks involved before investing in any financial instruments [1] - The article states that FX Empire does not endorse any third-party services and is not liable for any losses incurred from using the information provided [1]

Core Viewpoint - Earnings, deals, and trade talks have contributed to all three major U.S. stock indexes reaching record highs, indicating a significant increase in market momentum after a period of volatility [1] Group 1: Earnings - Strong earnings reports have played a crucial role in driving stock prices higher, reflecting positive performance across various sectors [1] Group 2: Deals - Mergers and acquisitions activity has also been a key factor, suggesting increased corporate confidence and strategic growth initiatives among companies [1] Group 3: Trade Talks - Ongoing trade discussions have contributed to market optimism, potentially easing concerns over trade tensions and fostering a more favorable business environment [1]

Core Insights - A higher-than-normal share of companies that have reported their results so far have beaten consensus expectations [1]

Mag7 Earnings Week!Five of the Mag7 stocks will release their earnings from tomorrow.🔹 $AAPL🔹 $MSFT🔹 $META🔹 $AMZN🔹 $GOOGLWhich ones are you watching? https://t.co/IM6Ap5xwRE ...

Earnings Focus - The current market focus is primarily on earnings reports from major companies like Alpha, Meta, and Microsoft, which are expected to influence market performance significantly [1] - The sentiment around trade talks is also impacting market dynamics, with the expectation that these discussions will mitigate extreme outcomes [2][4] Trade Talks and Market Sentiment - The ongoing trade talks are seen as crucial for establishing a framework that could lead to a more stable market environment, although the specifics of these talks are not yet available [3][4] - The immediate market sentiment is prioritized over detailed outcomes, as investors are currently more concerned with avoiding extreme scenarios [4] Inflation and Consumer Impact - Recent data indicates a softer-than-expected Consumer Price Index (CPI), which may affect consumer spending patterns, particularly among lower-income households [4][5] - The end of Supplemental Nutrition Assistance Program (SNAP) benefits is anticipated to increase inflationary pressures on retailers like Walmart and Target, which may pass these costs onto consumers [6][7] Federal Reserve Actions - The Federal Reserve's upcoming meeting is expected to influence market risk appetite, with indications that the Fed may continue to ease monetary policy [8] - There is a growing trend towards increased risk appetite in the market, particularly among small-cap stocks, as investors anticipate further easing from the Fed [9]

there. We're seeing the earnings kicking off with Alpha, Meta, Microsoft today. And we've got that balanced by these trade talks that are just dominating the market performance in Asia, in Europe, and it looks like the futures as well.Where is your focus. >> Morning, Contessa. Our focus is really very much on earnings.We believe that ultimately that's what's going to drive the market, but you can't do that without paying attention to some of these other things, especially trade. We don't know the details th ...

Group 1 - The article does not provide any relevant content regarding company or industry insights [1]

Options Market Insights - The options market is pricing in a potential move for major tech companies following their earnings reports, with Alphabet expected to move approximately 6.1% [1] - Other tech giants are also seeing significant implied moves: Microsoft at about 4.5%, Meta at 6.5%, Apple at 3.4%, and Amazon at 6% [1] Apple Financial Performance - Apple is experiencing a notable topline growth of over 6%, which marks an improvement compared to previous periods [2] - Bottom line growth for Apple is projected at around 9%, alongside positive free cash flow growth [2] - The current low options premiums have led to interest in a December call spread risk reversal strategy, costing about $5 or approximately 2% of the current stock price [2]

Um, let's get to what the options market is pricing in for Alphabet as well as the other tech titans next week. Mike Co's here to break that all down. Mike, what are you seeing.>> Yeah, so Microsoft, that one's implying a move of about 4 and a.5% after they report earnings. Alphabet about 6.1%. Meta is about 6 and a half%, Apple 3.4% and Amazon pretty much spot on 6%.I was just taking a look at Apple because the options are cheap. Topline growth now over 6%. That thing hasn't really been growing on the top ...