[music] Stocks, bonds, ETFs, straight out of downtown Chicago. This is [music] Zach's Market Edge. Welcome to Zach's Market Edge, the [music] podcast about investing in your life. I'm your host, Tracy Brinick, and this week I'm going solo again to talk about the new Magnificent Stocks. I've kind of hinted at this on prior podcasts earlier this year when we were talking about just the hot breakout stocks and a lot of people have basically thrown in the towel on the MAG 7. I think 2025 was its final year so i ...

Core Viewpoint - The U.S. Supreme Court's ruling to overturn Trump's emergency tariffs could lead to refunds of approximately $175 billion in tariffs, significantly impacting businesses and consumers, although the refund process is expected to be slow [1]. Group 1: Impact on Businesses - Thousands of businesses are now considering pursuing refunds due to the Supreme Court ruling, which affects not only those that sued but also a broader range of companies [1]. - Affected companies, including luxury brands like LVMH and Moncler, saw positive stock reactions following the ruling [1]. - The corporate sector, particularly in consumer goods, automotive, manufacturing, and apparel, has been heavily impacted by tariffs that increased costs and disrupted supply chains [1]. Group 2: Refund Process and Legal Actions - The refund process is anticipated to be lengthy, with many companies potentially waiting months to years to recoup tariffs [1]. - Over 1,800 tariff-related lawsuits have been filed since April, a significant increase from fewer than two dozen in 2024, indicating a growing trend of legal challenges against tariffs [1]. - Companies may face challenges in gathering detailed import data necessary for calculating tariffs paid under various regimes [1]. Group 3: Consumer Impact - The Federal Reserve Bank of New York reported that 90% of the costs from Trump's tariffs are borne by American consumers and companies, countering the argument that foreign entities bear the burden [1]. - The effective U.S. tariff rate was reported at 11.7% as of November, significantly higher than the average of 2.7% between 2022 and 2024 [1]. Group 4: Future Tariff Landscape - Despite the ruling, tariffs are expected to continue under different legal frameworks, particularly in sectors deemed crucial for national security [1]. - The automotive sector will still face significant tariffs not related to the overturned emergency powers, such as the 25% tariffs on vehicles from Mexico and Canada [1]. - Some companies are opting to sell their rights to collect refunds to outside investors, receiving a small upfront payment while forfeiting the remainder [1].

And so now to help us make sense of some of the moves we're seeing of course just off off the open we're now joined by Diane King Hall host for the Schwab network. And so Diane, first and foremost, thank you so much for being with us this morning. I mean let's start with some of these individual movers like Texas Roadhouse for example, which is I mean seeing some quarterly numbers that were a bit all over the place, but definitely not seeing an evenness from that consumer which has been the case for a lot o ...

The world’s largest retailer is managing its business — and shoppers’ concerns — in an uncertain economy. https://t.co/wrYUChFe5Y ...

Core Viewpoint - Canadians demonstrated resilience against severe winter conditions, leading to a significant rebound in retail sales at the beginning of the year [1] Group 1 - Retail sales in Canada experienced a strong recovery, indicating consumer confidence despite challenging weather [1]

Market Overview - US equity futures are lower as traders assess the potential market impact of war with Iran and await significant US economic data including GDP and core PCE [1] - The S&P and Nasdaq futures are down 0.1% after trading positively overnight, with the "Magnificent Seven" stocks showing mixed performance [3] - Bond yields have reversed and are lower, while the USD remains flat; commodities show mixed results with base metals declining and precious metals, particularly gold, rallying above $5000 [1][11] Company Earnings and Stock Movements - Akamai Technologies (AKAM) shares fell 11% after a weaker-than-expected earnings outlook [3] - Ardelyx (ARDX) dropped 6% due to a softer sales forecast for its Ibsrela drug [3] - Copart (CPRT) fell 8% after reporting operating income that missed analyst estimates [3] - Floor & Decor (FND) rose 4% after exceeding earnings expectations for the fourth quarter [3] - Grail (GRAL) tumbled 47% after its cancer detection test failed to meet primary endpoints [3] - Harmonic (HLIT) increased by 9% due to strong book-to-bill ratios indicating growth potential [3] - Newmont (NEM) dropped 4% as it expects lower gold production this year [3] - Opendoor Technologies (OPEN) surged 19% after reporting better-than-expected revenue [3] - RingCentral (RNG) rose 10% after beating expectations and providing a positive forecast [3] - Texas Roadhouse (TXRH) increased by 4% as it anticipates positive sales growth [3] - Workiva Inc. (WK) gained 12% after reporting strong fourth-quarter results and optimistic forecasts [3] Economic Data and Inflation - Core personal consumption expenditure (PCE) data is expected to show an increase, which may influence interest rate decisions and the economic outlook [4] - Bloomberg Economics anticipates core inflation to accelerate, with a month-on-month increase of 0.32% in the core PCE deflator for December, raising the annual rate to 2.9% from 2.8% [4] - Wider inflation concerns are heightened by oil prices nearing a six-month high amid geopolitical tensions [5][6] Geopolitical Impact - The US military is deploying forces in the Middle East, with President Trump warning Iran of a limited strike if negotiations do not progress [6][35] - Geopolitical tensions have led to a cautious market sentiment, impacting stock performance and investor behavior [6][39]

首店经济持续发力、文旅消费深度融合、商贸活动精彩纷呈……马年春节，徐州消费市场热气腾腾、活力十足，从商圈到景区，从线下到线上，处处洋溢着 浓浓的年味。来自徐州市商务局的数据显示，2月15日至18日，重点监测的20家商贸企业实现销售额29119.60万元，同比增长12.61%，累计客流量296.72万 人次，同比增长12.32%。 首店潮涌 品质供给激活消费新引擎 大年初三中午，徐州苏宁广场内人潮涌动，在商场B1层，新开业的阿正茶夫徐州首店门前排着长队，货架前围满了操着各地口音的年轻人。"孩子说这个牌 子的奶茶特别火，特意要买几杯带回去。"正在陪孩子排队的淮北游客汪志强手中的购物袋里，除了甜品，还有刚在盒马鲜生采购的三文鱼和车厘子。 这个假期，和汪志强一样，不少徐州市民和游客发现，逛商场有了更多"新去处"，消费选择愈发多元时尚。过去一年，一批涵盖零售、餐饮、娱乐、生活服 务等领域的城市首店、区域首店相继在徐州各大商圈落户，它们在这个春节集中释放能量，成为吸引客流、拉动消费的"新引擎"。 今年春节，徐州以"首店首牌消费促销季"为牵引，集聚180余家首店首牌企业，推出消费地图、满减优惠、专属套餐等系列举措，把品牌吸 ...

春节期间，兰州消费市场处处洋溢着喜庆祥和的氛围，年货市集烟火气拉满，商超保供稳价暖人心，汽车市场"开门红"亮眼，从特色年货选购到民生用品 采购，从线下逛买体验到线上便捷消费，多领域消费场景持续火热，供需两旺的消费图景生动展现，金城百姓在浓浓的年味中尽享消费便利与喜悦。 年货市集烟火浓 一站式采购年味足 作为"2026全国网上年货节"的分会场之一，城关区张掖路步行街年货市集成为春节期间市民置办年货的重要阵地，这里新春氛围浓郁，好物琳琅满目，消 费热潮持续涌动，浓浓的烟火气勾勒出兰州春节消费市场的热闹图景。 市集张灯结彩间满是喜庆祥和，市民们穿梭在各个摊位间挑年货、选好物，摊主的吆喝声、市民的欢笑声此起彼伏，一个个满载而归的身影，让市集的年 味愈发醇厚。老兰州人李树君提着刚买的百合礼盒和坚果大礼包笑意盈盈："这里能一站式买齐各种东西，从走亲访友的礼品到家里用的春联、干果，啥 都有，价格也实惠，特别方便。" 本次张掖路年货市集以"健康中国年、文化中国年、欢乐迎文化年俗"为主题，为市民打造了丰富多元的消费体验。市集内120个标准摊位全部投用，40余 家优质商户入驻经营，划分了糖酒饮品、农副土特产等七大展区，兰州百合、 ...

What do slime, beauty dupes, and a candy aisle have in common. They're powering a $4 billion retail machine. This is Five Below, a company that has emerged as one of retail's comeback stories this winter thanks to a turnaround in targeting teens.It's not exactly a dollar store, not exactly a toy store either. It's a fluorescent maze of $5 impulse buys, Stanley style tumblers, bluey bracelets, pickle ball sets, mystery boxes, shelves of slime. Almost nothing here is a need, and that's [music] kind of the poi ...

分组1 - Adjusted earnings for the fourth quarter reached 88 cents per share, an increase from 75 cents per share in the same quarter of 2024, surpassing analysts' expectations of 77 cents per share [1] - Teck Resources reported a profit of $544 million or $1.11 per diluted share for the fourth quarter, up from $399 million or 78 cents per diluted share a year earlier [10][13] - Nutrien's earnings for the fourth quarter amounted to $580 million, significantly up from $118 million in the previous year, translating to diluted net earnings per share of $1.18, compared to 23 cents in the prior-year quarter [4][7] 分组2 - Nutrien's sales totaled $5.34 billion in the fourth quarter, an increase from $5.1 billion year-over-year, and the company declared a quarterly dividend of 55 cents per share, reflecting a one percent increase from the previous dividend [5] - Teck Resources reported revenue of $3.06 billion for the fourth quarter, up from $2.79 billion in the same period of 2024, with adjusted profit from continuing operations at $1.37 per diluted share, up from 45 cents per diluted share a year earlier [11] - Enbridge's earnings for 2025 are projected to be $7.1 billion, an increase from $5.1 billion in 2024, supported by a secured backlog of $39 billion for various projects [2]