The holiday season is in full swing, and all eyes are on the retail industry. John Gagliardi, Regional Brokerage Consultant at Fidelity, stopped by to give us a retail roundup.
Gagliardi points out that internet retail has led the way, but specialty retail has shown signs of life. He analyzed the performance of the XRT ETF, which has a variety of online and brick-and-mortar retailers including Amazon and Macy's. With a price to earnings ratio of just 11 for Macy's, Gagliardi says this could represent a value opportunity for investors.
It's important to remember that most sectors and industry groups participate in a bull market, he says. Gagliardi shows us the performance of the IBUY ETF, focused on online retailers only, and highlights that it performed much better than XRT.
Chris Versace, CIO at Tematica Research and portfolio manager for TheStreet Pro, joins from the NYSE to break down the Fed’s latest move and Big Tech’s earnings
Sabrina Siddiqui, National Politics Reporter at The Wall Street Journal, joins to break down the SNAP funding delays and the human cost of the ongoing shutdown.
Arguments at the Supreme Court have concluded for the day as the justices consider President Donald Trump's sweeping unilateral tariffs in a trillion-dollar test of executive power.
AI is reshaping investigations. Longeye CEO Guillaume Delepine shares how their AI workspace empowers law enforcement to uncover insights faster and smarter.
Stephen Kates, Financial Analyst at Bankrate, joins to discuss the Fed’s 25-basis-point rate cut, inflation risks, and what it all means for consumers and marke
Big tech earnings take center stage as investors digest results from Alphabet, Meta, Microsoft, Amazon, and Apple, with insights from Gil Luria of D.A. Davidson
Disney content has gone dark on YouTube TV, leaving subscribers of the Google-owned live streaming platform without access to major networks like ESPN and ABC. That’s because the companies have failed to reach a new licensing deal to keep Disney channels on YouTube TV. Depending on how long it lasts, the dispute could particularly impact coverage of U.S. college football matchups over the weekend — on top of other news and entertainment disruptions that have already arrived. In the meantime, YouTube TV subscribers who want to watch Disney channels could have little choice other than turning to the company’s own platforms, which come with their own price tags.
