Welcome back to Money Movers. December consumer confidence data crossing the wires last hour showing the fifth straight month of declines and the lowest level since April and Visa out with a new report today signaling a more bullish outlook for the consumer with overall spending coming in 4% higher than last year. Here with us now to discuss is the CEO of Tanganger, Steven Yalof.Thank you very much for being here. Um, >> you know, it's hard to kind of disentangle the two because sentiment feels so dire, but ...

Now, I want to talk more broadly about the market and news that's been shaping it so far this year. For that, we're going to welcome in David Straeski. He's the CEO of Sound Planning Group.David, thank you so much for being with us today. You know, I'd love to just get some of your key takeaways from 2025 before we dive into your expectations for 26. >> Well, you know, we had an amazing year.Anytime that you see the S&P up 20 25%, that's obviously an incredible year. Um, you know, obviously this year was ma ...

Key Takeaways NRF estimates 158.9 million shoppers took part in Super Saturday, setting a new record.Late-season shopping strength may support ETFs tied to retail, e-commerce and consumer staples stocks. RTH and EBIZ stand to benefit from resilient mega-cap retailers and sustained holiday demand. With the final shopping weekend before Christmas now behind us, a record 158.9 million consumers are expected to have shopped on "Super Saturday" — the final Saturday before Christmas, (both in-store and online) ac ...

because AI can make it so you don't need to hire as many people. >> We're going to talk about more about this in a minute. Let's get the opening bell here in the CBC real time exchange.At the big board is Peerless ETFs celebrating its option income real ETF and [music] the NASDAQ is quantify funds celebrating its Bitcoin gold exposure. >> Well, I think gold, yes, Bitcoin, no. Uh gold, silver, copper are on runs that if we were to do a commodity show, I wouldn't say a commodity show for a while.I mean, you c ...

Group 1: Investment Performance - Qualivian Investment Partners outperformed the iShares MSCI USA Quality Factor ETF by 69.2% and 61.3% on a gross and net basis since inception through September 30, 2025 [1] - The fund also exceeded the S&P 500 by 32.7% and 26.1% respectively, on a gross and net basis [1] Group 2: Company Highlight - The TJX Companies, Inc. - The TJX Companies, Inc. had a one-month return of 2.75% and a 52-week gain of 26.80% [2] - As of December 22, 2025, The TJX Companies, Inc. stock closed at $156.58 per share, with a market capitalization of $173.88 billion [2] Group 3: Market Context and Sector Performance - The S&P 500's Q3 2025 performance was driven by investment in Artificial Intelligence and the Federal Reserve's first interest rate cut since 2024, which increased investor risk appetite [3] - Information Technology and Communication Services sectors led due to AI-related growth, while defensive sectors like Consumer Staples and Healthcare lagged [3] Group 4: Hedge Fund Interest - The TJX Companies, Inc. was held by 69 hedge fund portfolios at the end of Q3 2025, down from 73 in the previous quarter [4] - While The TJX Companies, Inc. is recognized for its investment potential, certain AI stocks are considered to offer greater upside potential with less downside risk [4]

This audio is auto-generated. Please let us know if you have feedback There was no shortage of AI-related announcements from retailers in 2025.From mass retailers to apparel brands, companies across the industry laid bare their efforts to utilize — and adapt to — AI internally and in consumer-facing ways. But despite the seemingly endless AI mentions from retailers in 2025, the industry is falling behind others. Sectors such as telecommunications and finance outpace manufacturing and retail in adoption of ...

Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Spotify.Getty Images Good morning! Here is the latest in trending:First-mover advantage: Novo Nordisk (NVO) is on the rise after the FDA approved its Wegovy pill, the first oral GLP-1 therapy for obesity.Eye on China: Nvidia (NVDA) is reportedly aiming to start shipping its H200 GPUs to China by mid-February, subject to government approval.Another setback: The U.S. government suspended leases ...

Core Insights - U.S. consumers demonstrated resilience during the holiday season, with retail spending increasing by 4.2% year over year according to Visa's preliminary data [1][2] Spending Trends - Retail spending data was collected over a seven-week period starting November 1, focusing on core retail categories and excluding automotive, gasoline, and restaurant spending [2] - In-store shopping represented 73% of total retail payment volume, while online purchases accounted for 27% [2] E-commerce Growth - E-commerce emerged as the main growth driver, with online sales rising by 7.8% compared to the previous year, indicating strong demand for convenience and early-season promotions [3] - Despite lower consumer confidence, spending remained robust, highlighting consumer adaptability in the face of economic challenges [3] Consumer Behavior Changes - The 2025 holiday season showcased a shift in consumer behavior, particularly with the increasing use of artificial intelligence in product discovery and price comparison [4] - Approximately half of surveyed consumers reported utilizing AI for comparison shopping and gift selection during this holiday season [4]

Core Viewpoint - Three stocks have been added to the Zacks Rank 5 (Strong Sell) List, indicating a negative outlook for these companies based on recent earnings estimate revisions. Group 1: Company Summaries - Alamo Group Inc. (ALG) is a specialty machinery company with a Zacks Consensus Estimate for its current year earnings revised downward by 10.1% over the last 60 days [1] - Associated British Foods plc (ASBFY) is a diversified food and ingredients company, with its current year earnings estimate revised downward by 5.1% over the last 60 days [1] - B&M European Value Retail S.A. (BMRRY) is a retail company that has seen its current year earnings estimate revised downward by 31.4% over the last 60 days [2]

US economic growth is set to accelerate with cheaper oil. Federal Reserve rate cuts are likely with inflation cooling. Stock pickers are looking for alternatives to artificial intelligence plays and the American consumer continues to spend. Together it’s a near-perfect recipe for shares in companies that are most closely tied to the economic cycle. Banks like JPMorgan Chase & Co., equipment makers like Caterpillar Inc. and retailers like Gap Inc. and Dollar Tree Inc. are among the companies strategists an ...