This tiny African kingdom faces Trump’s highest tariffs https://t.co/QRFxImU582 ...

We've had a consumer robot that we've been offering for a bit um which uh we started a couple years ago, but it's still so primitive compared to where it's going to be. I do believe that um I I think that many perhaps most consumers will have robots in the home sometime in the next 10 years or so. I do. And I do believe that and I think 10 years.How about three years. They'll be there'll be more. Um I don't know if it'll be most in three years.Will they be yours or am I going to have to get one from Tesla. ...

Ryan Bursky’s company got a wake-up call when President Trump imposed tariffs during his first term. Now Bursky is working with his Chinese suppliers to move everything to Cambodia. https://t.co/yFsn4nKGJo ...

Ryan Bursky’s company got a wake-up call when President Trump imposed tariffs during his first term. Now Bursky is working with his Chinese suppliers to move everything to Cambodia. https://t.co/6TkYFeKJ07 ...

I'm here because if we're talking about this, you might as well tell us what he said. I'm going to tell you what he said. Exactly.Really interesting comments. By the way, um first on what he says about policy and then the why on the policy. He sees a possible first cut in September.He maintains his ALEC for two cuts this year, but he's adjustable on that. He says the tariff impact could be delayed or it could be less than expected and provides interesting reasons why both could be true. First, he says compa ...

The Trump administration’s tariffs could cost Nike $1 billion if left at current levels, according to the company's CFO. https://t.co/3kiQJYv2p8 ...

Core Viewpoint - Dollar Tree is facing significant challenges due to trade relations with China, supply chain issues, and rising inflation, leading to a stock decline of over 40% since its 2022 high. However, the company is now focusing on its core business after spinning off Family Dollar, which may present new investment opportunities [1][11]. Company Overview - Dollar Tree operates as an ultra-discounter, offering a variety of products primarily at a $1.25 price point, with new price tiers introduced up to $7 due to inflationary pressures [4]. - The company is in the process of selling Family Dollar to two private equity firms for approximately $1 billion, having previously acquired it for over $9 billion in 2015 [5][6]. Financial Performance - In Q1 2025, Dollar Tree reported net sales of $4.6 billion, an 11% increase year-over-year, with same-store sales up 5.4% and net income rising 14% to $343 million [9]. - For the full year 2025, management projects net sales between $18.5 billion and $19.1 billion, indicating a 7% increase at the midpoint [9]. Market Position and Valuation - Despite recent losses, Dollar Tree's stock has increased by nearly 35% since the beginning of the year, although it remains down about 40% from its all-time high [10][11]. - The forward price-to-earnings (P/E) ratio is 19, suggesting that the stock may be attractive for new investors as the company refocuses on its core operations [10]. Future Outlook - The divestiture of Family Dollar is expected to allow Dollar Tree to concentrate on its primary business, potentially leading to market-beating returns and the possibility of surpassing its previous stock highs in the coming years [12].

From @WSJopinion: Trump is imposing tariffs in the name of national security, but they will undercut his proposed defense buildup by reducing supply of the materials most critical to building the weapons, write Phil Gramm and Donald J. Boudreaux https://t.co/pVSYl9PkWa ...

We just signed with China yesterday. We're not going to make deals with everybody. Some we're just going to send them a letter, say, "Thank you very much. You're going to pay 25, 35, 45%." But we're having some great deals.We have one coming up maybe with India, very big one, where we're going to open up India. In the China deal, we're starting to open up China. Things that never really could have happened.Then the relationship with every country has been very. ...

So to get reaction to these numbers, let's bring in Brian Nagel of Oppenheimer. He has a buy rating and a $120 price target on the stock, which I should note would mean Nike doubling to reach. So your reaction to these results that Sarah just laid out for us.Well, good afternoon. No, look, I think Sarah did a nice job of breaking down the numbers. I mean, for me, the real key as I'm looking through this report is this was weak as expected.Okay, Nike very much telegraphed this weak quarter. There's a lot of ...