I'm Julie Hyman, another Josh in the seat this week, just for live from our New York City headquarters.
And when I say time, time and in line data, so you take this kind of shorten the time frame, you take this week's data and you look at it if it were to come, mostly in line with consensus, volatility would come down.Although the story of today's markets is not really a story of today per se.We've got CP I, we've got PP I coming before that.The S and P 500 is flat.
Yeah, and it's one of the only things, as you said, that's really sort of moving today and it feels like those headlines start to stick out a little bit more, something like geopolitical conflicts on a day like today.It is not shocking, a quick, quick check.We're not seeing a lot of change a little bit of trend downward here, 3.91% is where we stand on the tenure.You saw, I was just looking at what's going on with the 10 year yield there hovering below 4%.
Yeah, I mean, here's the thing, if you get consensus on CP I uh on Wednesday of CO CP I, the consensus is 0.2 month over month, that's going to bring the three month run rate down to 0.7.How strong is the consumer really?And so with retail sales, you know, the things that I tend to look at the control group is the most relevant sub series that gets fed into GDP tracking within that the thing I like to look at is the restaurant spending.
And that's, that's really what creates that smooth ride that keeps investors uh invested in the market.It's, it's really what you'd like to see well, but that's not what we have seen necessarily over the past, over the longer run over the past couple of years.
Um And so it, it's a sign of the really strong technicals that we see within the, the core, high quality fixed income market right now.Uh A lot of corporate bond sales, um on the investment grade side, I believe specifically is that an area that you wanna overweight right now or get more into than you normally would.
It feels like over the last week, there's been a pretty wide and loud audience of people saying they think this is a buyable dip for NVIDIA.What stuck out to me was sort of the team highlighting again, this is a cyclical business and normally the cycle lasts longer than four quarters. Um They look at some of the other companies that tend to go up, you know, at this point in time when the, when the socks, when the Philadelphia semiconductor index has sold off.So they have like a whole basket of these stocks that they are looking at to benefit the most from the rebound right now.
They t more market domination coming up time now for some of the days trending ticker shares of BB Riley Cratering after the company suspends its dividend.Julie, I want to dig into the numbers a little bit here on that net loss.That's $14 to $15 per diluted share. Um So this is all kind of swirling if you will around the company, nobody likes the headline sec investigations, right when you're talking about an investment.
He said, never mind, I don't want to be there, but he is an investor in Truth Social, which is the Trump media and technology is the parent company of Truth Social. If that conversation comes back to X, it certainly hurts the overall story for true social and kind of the pitch of why you should be on it.I mean, the other thing I would say is that even ex Trump X is getting Trump here.
When you look at something like marathon digital or most of these Bitcoin miners, it doesn't move with Bitcoin anymore.And so at some point, you're just investing in different things here. I'm curious just what you make of the activist positions we've been seeing in the company and what it means for investors that own Starbucks shares.The, I, I think the anytime you have a company that is this big, this global, it's down 20% year to date.You're gonna get interest from a lot of global investors.Um, some of which can, can be blamed on uh, the current CEO, but I think a lot of it is structural, a lot of it industrywide.
Um And so there are, there are customers out there who are a little bit slower to uh to engage with technology and, and if you're not necessarily the marketing to those customers or, or kind of fitting in those customers into your model, you're gonna have a challenge. Um, and I think also if they come out there and, and kind of give a really clear case for exactly what they're doing for these non core customers that's gonna really move the needle II.Yeah, I hope, uh, Jeff Smith and Jessie Cohn.Our goal to help cut through that noise, to navigate the best moves for your portfolio today, we're zeroing in on drug makers and device manufacturers, which is worth adding to your portfolio.
And so, but in the interim six months, you know, there could be a risk that the launch underperforms a little bit because you know, the initial Myia Gravis launch did so well. And sort of in contrast with what we were just talking about in terms of expanded indications for other types of cancer.So they have been approved to treat brain metastases caused by lung cancer?I think who will be willing to undergo the treatment and also the number of patients who frankly are healthy enough and you would benefit from a prolonged treatment cycle.I think that study will fail.
Wolf estimates that Apple will supply its own modems for all phones outside the US by the time the tech giant launches the iphone 18. And Wolf saying we think we're finally there and they think essentially it's, it was an interesting call because it's not saying too much negative about Qualcomm. So they still have a little ways to go and the question is, do you want to be in the name as they make that transition or wait until you learn more?It seems like for now, Wolf says they want to learn a little bit more how those other parts of the business are going to pick up before they necessarily are getting back in as a buyer.There are more, but there are about 63% 64% of analysts who rate the stock have buys on the stock.
And then as you look towards next year, what are you hoping to achieve with the 1st 90 days were really all about execution and driving acceleration in particular into our consumer business. So in the second quarter, our costs year on year came in sort of actually declining year on year in cost of sales and in overhead.
I think the good news is even if there is some softening in prices, it makes it more affordable uh for customers and then for partners, our hotel partners and our air partners and the like, you know, when prices start to soften, we become an even better and all for them.So there is some acceleration into the fourth quarter.
I don't know if a lot of Yahoo financing uh viewers know this, but your company generates a lot of cash.That's a, that's a, that's a huge slug it. So Barton, you know, whether they're spending the money is one thing specifically how they're deploying it is another, do you think that they, the plans that they laid out are the right plans?Yeah, look, I'm, I'm not gonna go and, and try and parse out each specific ride.There's no one that's even close to them in theme parks and these are a durable um activity.
You know, we've been more constructive on Disney, but that's really on asset value long term anchored on the theme parks, which was challenged this past quarter within your term kind of headwinds.Um And the media based streaming companies are, you know, struggling to even get on the field. Um The, the legacy kind of subscription streaming is I think a difficult place uh to go totally into the legacy uh uh arena.
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