Well, my next guest says the latest tariff developments haven't changed his market playbook into year end. He sees tech and growth continuing to lead the S&P higher with opportunities broadening out as rate cut approach approach. Joining me now is Scott Croner, US equity strategist at city.Scott, you know, I'd love for you to just walk through what you think the market is reacting to here. At first blush, I thought, oh my gosh, stocks are going to sore because now we don't have potentially the handcuffs of ...

Market Sentiment - Despite potential pullbacks and September's historical performance, the bull trend remains intact [2] - The market is not at an all-time high in terms of earnings, especially when considering the "MAG 7" stocks [3] - Upward revisions of earnings suggest a constructive outlook for the market [4][8] - Overall, the sentiment towards the market is positive, but subject to change based on future developments [11] Economic Indicators and Uncertainty - There is significant dispersion in GDP forecasts for the current quarter, ranging from 15% to 35% [8] - The second half of the year holds many questions, particularly regarding tariffs and their impact on consumers [10] - Unrecorded price increases add to the uncertainty surrounding the economic outlook [9] Valuation Metrics - Valuing stocks based on sales can be misleading; earnings are a more important metric [3][5] - Tech companies, particularly the "MAG 7," have high margins due to their business models and globalization [6] - Comparing tech companies to traditional industries like steel or auto companies can provide a misleading view of the market [7] Trade and Tariffs - The tariff development is likely to go to the Supreme Court and potentially back to Congress [4] - The Republican-controlled Senate's stance on tariffs will be a key factor [4][5] - The legality of tariffs and their impact on consumers remain significant concerns [10]

Financial Performance - Gap Inc reported second-quarter earnings of $0.57 per share, surpassing earnings estimates but falling short of revenue expectations at $3.73 billion [1] - The company is experiencing pressure from potential tariffs and weakness in its women's athletic wear subsidiary, Athleta, but steady performance from Banana Republic, Old Navy, and its namesake label is helping to manage costs [1] Stock Performance - Gap's shares have increased by 1.1% to $21.91 and are on track for their seventh win in eight sessions, marking a fourth consecutive weekly gain [2] - The stock is still recovering from a significant bear gap of 20.2% that occurred on May 30, and the 60-day moving average has shifted from resistance to support this week [2] Analyst Sentiment - Analysts are divided on Gap's outlook, with six out of 17 firms rating it a "buy" or better, while the rest recommend a "hold" [3] - Some firms, including Jefferies and Wells Fargo Securities, have issued bearish notes, while J.P. Morgan Securities and BofA Global Research have raised their price targets [3] Options Trading Activity - Options traders are showing a bearish sentiment today, with 14,000 puts traded, which is six times the typical volume for this time of day [4] - The weekly 8/29 21-strike put is a popular choice among traders, indicating new positions are being opened there [4]

Financial Projections - College football players are projected to earn $1.9 billion this season [1]

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Financial Projections - College football players are projected to earn $1.9 billion this season [1] Industry Overview - Report finds college football players' earnings [1]

Uh for more on this record market day now, let's bring in Kestre Investment Management Chief Investment Officer Cara Murphy and G Squared Private Wealth Chief Investment Officer and CNBC contributor Victoria Green. Welcome to both of you. Um let's see.Uh where should we start. Cara, an everything rally is a fair description of what we've had so far. How long can it continue.>> It's a good question. I mean, and we've been able to sort of consume and digest and move beyond a lot of negative information over t ...

It does take us to our talk of the tape. Where does this market go from here. Following the Nvidia clearing event, let's ask Ed Yardenni, the president of Yardi Research, and Gabriella Santos of JP Morgan Asset Management.Both, as you see very clearly, are with me at Post 9. It's nice to see you both. Sure.>> All right, Ed. So, we've gotten all the we've gotten it all out of the way, >> right. We got all the mega caps and now we got Nvidia.What do you make of the way the market's now sort of reacting, diges ...

College Football Players Projected To Earn $1.9 Billion This Season, Report Finds https://t.co/cHECMbPLAN https://t.co/sXbxaLxegI ...

Financial Projections - College football players are projected to earn $1.9 billion this season [1] Industry Impact - Report finds significant financial impact for college football players [1]