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There is nothing systemically or otherwise that would stand in the way of our valuations continuing to grow the way that men's valuations have grown in professional sports. And if you spoke with Alexis O'Haney, you know that his thesis is that this sport will reach a billion dollar valuation before any other could or would in the in a the short trajectory of our growth thus thus far. So, we're really confident that we're on the right track and we have to continue to do the things that increase the value pro ...

report today after the bell. That stock in the red as we head into the close as well. Joining me now is TD Cowen senior retail analyst John Kernen John.It's good to have you here. What's the setup. I mean into Ross and the remainder of retail season.We've obviously heard from Walmart also of course heard from TJX a few days ago or a couple of days ago. So how do things look from here. >> Yeah, sure.Broadly, retailers and consumers are showing decent strength as we head into the fall. We're almost through Q2 ...

Tough timing amid the current pressure on some of the companies. What do you make of this questioning. Yeah.So, you know, importantly, the reason we launched this fund is we believe this is the most profound technology shift that we will see in our lifetimes. So whatever happens over the next couple of months is going to happen. But the direction of travel over the next 20 years we think is very positive as it relates to AI.And if we just, you know, reflect back over the last 25 years and the cloud, the soc ...

Market Valuation & Trends - US stock market is considered overvalued, with 27% of S&P 100 stocks having a PE ratio of at least 50 [1] - MAG 7 stocks have become relatively cheaper this year, despite driving a significant portion of the S&P 500's returns [1][2] - Big tech is outperforming and overshadowing small cap tech companies [2] Retail Investor Activity - Retail investors are heavily investing in tech stocks, buying over $3 billion daily, marking a historical high [2] - Retail investors' capital is contributing to the increase in stock values [3] Professional Investor Sentiment - Professional investors are raising concerns about a potential market crash or bubble [3] Corporate Performance - Many companies are exceeding earnings expectations, despite market critiques [4] Long-Term Investor Strategy - Long-term investors remain confident and plan to continue buying stocks, regardless of price fluctuations [4]

Core Insights - Walmart Inc. reported strong sales of $177.4 billion for the latest quarter, reflecting an increase of nearly 5% despite a $1.5 billion impact from weaker currencies [1] Financial Performance - The company's sales growth indicates resilience in the U.S. consumer market, serving as a reliable indicator of consumer spending trends [1] Currency Impact - The reported sales figure includes a significant negative impact of $1.5 billion due to currency fluctuations, highlighting the challenges posed by global currency dynamics [1]

Core Viewpoint - Berkshire Hathaway acquired over 5 million shares of UnitedHealth (UNH) valued at $1.57 billion, boosting investor confidence and leading to a 12% increase in UNH shares on August 15, 2025 [1] Financial Performance - UnitedHealth's second-quarter earnings fell short of estimates, with operating expenses rising 13.2% year over year in the first half of 2025, negatively impacting margins [2] - Revenue projections for 2025 are between $445.5 billion and $448 billion, an increase from $400.3 billion in 2024, while net earnings are expected to be at least $14.6 billion, up from $14.4 billion in 2024 [3] - Adjusted net EPS for 2025 is projected to be at least $16, down from a previous range of $26-$26.50, compared to $27.66 in 2024 [3] - Operating cash flows are now expected to be $16 billion, a decrease from $24.2 billion in 2024 [3] Valuation Analysis - UNH shares have underperformed the industry, falling 47.5% over the past year as of August 15, 2025, and the current valuation of 10.83X forward P/E is below its five-year median [4][5] - The stock has traded between 9.94X and 26.63X over the past five years, with a median of 19.2X [4] Strengths - Revenues from UnitedHealth's health benefits business increased 17% year over year to $86.1 billion in the second quarter, surpassing the Zacks Consensus Estimate of $84.8 billion [6] - Revenues in the Optum business line rose 6.8% year over year to $67.2 billion, driven by strong contributions from Optum Rx [6] - The acquisition of Amedisys enhances UnitedHealth's market presence in healthcare services [6] Price Targets - Analysts have mixed views on UNH, with a buy rating and a price target of $400 from one analyst, while BofA Securities raised its target to $325 from $290 [8] - The average price target from 21 analysts is $306.62, reflecting a slight decline of 0.61% from the closing price of $308.49 on August 18, 2025 [8] Investment Options - Investors may consider UNH-heavy ETFs such as iShares U.S. Healthcare Providers ETF (IHF), T. Rowe Price Health Care ETF (TMED), Harbor Health Care ETF (MEDI), and Health Care Select Sector SPDR Fund (XLV) to mitigate company-specific risks [9][10]

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Palantir's Performance & Valuation - Palantir is experiencing a decline, down more than 15% over the past 5 days [1] - The primary bear argument against Palantir is its high valuation [6] - Palantir's stock could decrease to $100 and still be considered richly valued [10] - A 30% to 40% drop in Palantir's stock price would make its valuation more appealing [6] Competitive Landscape - Open AI is aggressively pursuing enterprise AI projects, posing a competitive threat to Palantir [4] - Open AI is actively recruiting talent from Palantir, intensifying the competition for AI expertise [5][11] - Data bricks raised funding at a valuation exceeding $100 billion, positioning it as a competitor [5] - Palantir's market dominance may not be sustainable due to competition from innovative companies like Open AI, Anthropic, and Data Bricks [11][12] Financial Metrics & Future Outlook - Palantir reported a "rule of 92" quarter, with 46% revenue growth and a 46% adjusted operating margin [3] - Investors are scrutinizing any signs of weakness due to the company's high valuation associated with its rule of 92 score [4] - The key question for investors is whether Palantir can achieve a "rule of 100" in the coming quarters [7]