for costco.f the same higher income demographic. they've got the membership revenue. these are people who come back time and time again. >> yes. although walmart is now on sale relative to costco. yeah, and has been for a while. but that multiple is demanding as guy would say walmart as well. but i'm long walmart and also sad that i haven't owned costco for years and it's always been oh, it's too expensive. and that was the wrong move for years. >> obviously a great american retailer, walmart is too, and i think walmart probably learned a lesson a little bit about like kind of telegraphing what they're going to do with prices based on the, you know, the uncertainty around tariffs. and, you know, costco probably took a beat on that. and, you know, some of the things that they're saying are a lot more constructive than they were three months ago when they reported, i don't know if you guys remember, the stock gapped down, you know, a few percent and closed down 6%. that's a massive move for a stock

to about a third of costco's u.s. less than half coming from china, mexico and canada, costco ceo ron baker said on the company's earnings call in march. he said uncertain times tend to benefit the company since customers typically seek value. wall street's taken a rosy view on costco. mike shares are up about 10% this year, outpacing the s&p 500. >> yeah, and certainly, you know, costco's valuation is also quite, quite a premium to the rest of the space. it is interesting, you know, their comments about how obviously their customers seek value. and costco kind of culturally and by strategy has always kept its own margins relatively low. i wonder if that means they'll have to shoulder more of the costs and just hope that they make it up on the memberships, or how that might play out. >> that's a very good point. one advantage that costco has here is that it could pivot away from categories that are more exposed to tariffs. it has a lot of treasure hunt type items in the middle of the store. and so for example, if cert

not the company of costco. >> of costco. costco is fabulous. i mean, i think costco may be just i saw that affirm deal. i was surprised costco is so good that the stock went up $18 on walmart's profits. now that is wrong. first, walmart doesn't have any problems. but second, costco has a better business model because they get all their money from the card. but when i saw that, i said, wow, people are finally starting to get rewarded. they get the they get. why? i think costco is so fantastic. let's go to nick in florida, please, nick. >> hi jim. >> booyah booyah. >> how are you today? i'm you know today. >> was a weird day i was hungry all day. kept sending people out to get stuff to eat i don't know why i can't even tell you why. but it was a great day because boy, they brought back great stuff. how can i help you? >> awesome. so draftkings lowered their full year revenue for 2025 due to unfavorable sports outcomes in the first quarter, while still projecting year to year growth around 32%. draftkings ceo noted a slight slowdown in april and a

listen, i like costco. i think they're both expensive here.when it comes down to the subscription model, i think costco has done a better job of differentiating what the value proposition is of subscription model. as we see walmart migrate more and more into grocery items, i think costco still is able to differentiate itself on various verticals. so costco would be my choice here. >> all right. thank you mohamed. and here's one more question from a fan in hawaii. >> the local. >> best money team. this is aulani from our beautiful island of oahu. i just wanted to send my mahalo aloha for allowing us to attend your event back in february. we have an exceptional time. my question we have a lot of wreaths in our portfolio, and i was wondering, in today's environment, what would you do? mahalo. aloha from the island of oahu. aloha. >> aloha aulani. and we loved the lady. >> she gave us. >> she brought us. they were just magical. >> they were. they felt good. >> great to. it's great to live in hawaii, right? >> what do you say about rates? >> so if

when it comes to costco. i like walmart very, very much. buy costco after it declines. if it does go down because costco is actually on fire, it's just that they tell you how each month is going to be already. no surprises there. and people just say, oh, i'm bored by the boredom. ian in florida ian. >> booyah jim how are you doing. >> ian i'm having a good day. how about you. >> i'm doing great. thank you jim. >> thank you. >> investing club member third time caller. thank you. yeah. all right love what you do for us. thank you very much for everything. >> thank you. >> jim i got a question. it's about a communication stock. it's been kind of it had really good earnings and it went up quite a bit. but lately it's been really sinking. and it's kind of attached a little bit to google in some ways for advertising. what do you think about reddit and is it a buy here? >> okay i want you to buy reddit here. let me tell you something. this stock has been coming down. it was a short squeeze. it went all the way up to 200. that shouldn't have happened. i think steve huffman is d

ed: max, let's talk about costco.ou have this arrangement to allow costco customers to pay overtime. i am a member, i have a citi credit card. the benefit is that it gives me 5% back on gas, 4% on groceries. you and i have talked about this a lot, the academic approach to whether you should put something on credit or not. just explain how you think you'll be competitive against costco members like i with this offer? max: i'm not sure i'm going to be competitive. like everything at cosco, it's offered a great value, certainly not something that we are trying to talk you out of if you are committed to it. we speak to a younger demo than the typical credit card consumer who is very miles conscious. they choose to borrow with affirm because they have a point of view on they don't let credit card debt, they want to know the true cost of the thing they are buying. they want to know when they are out of debt and fully paid out. less interested in rewards, more interested in transparency of pricing. i think cosco understands

but i mean look at costco. and i regard costco as 143 million people okay. and they plus six comp, which is rather remarkable. that means people are going there. they're saving money. but the fact is they're spending money. and i just find that there's this contrast between what the president is saying and the people. and the only thing i can say is that it's employment. employment is trumping, sorry. employment is mitigating what we're seeing. >> yeah. even, you know, when it comes to things like mergers and acquisitions. again, we haven't seen a lot of announcements. but what i continue to hear from the during the course of the week, and speaking of bankers and lawyers who make their living advising on these things is more dialog than they might have anticipated. doesn't mean it will end up with a slew of announcements. the only big deal we got this week, and i'm not sure you could even call it big, is the informatica announcement, at least from a public equity market perspective? but i think they're somewhat surprised, given, again, this environment where

i wish they could be as adept as costco, which reported this outstanding number.ut then costco focuses on a relatively small number of items that it buys in bulk, and it can always swap this stuff out if its suppliers get too greedy. nobody else has that capability. my hope is that the dollar stores can raise prices once, and then keep them there until they find cheaper sources. that might be tough, though, when the white house seems to want everything made here, and anything made here will be more expensive than made there on tuesday night. to back up, we hear from crowdstrike, and we know plenty of nervousness here because we've had three cybersecurity plays in a row with poorly received quarters palo alto networks, okta and sentinel one. meanwhile, there's only one winner, zscaler, which is on tonight. but what a winner that is. crowdstrike struck it out and struck out in the last quarter, and we told investing club members that it was a buying opportunity. now the stock is trading above where it was when that last quarter was reported. i fear that it will be d

, costco and walmart. we have a big three situation developing, which is one of the reasons why kroger wanted to buy albertsons so badly precisely because of this. >> yeah. and they they were unable to do so as a result of antitrust opposition that succeeded in court. their argument being we're not competing against other grocers. we're actually competing against amazon. and i thought. >> that was so right. and i just think that look, i happen to like kroger very much. but i've got to tell you, this is a tour de force that walmart can really go to the president and say, look, this is going to really hurt people. alternatively, walmart's going to be able to go to suppliers and say, look, you can, you know, i know the costco guys. richard galante, former cfo the conversations were not like, hey, you know what? let's pass everything on. the conversations were like, oh, have you ever heard of kirkland brand? well, we're going to put kirkland brand right next to you. kirkland signature is a premium brand that i

just tell me you can go to costco and get out with under 200 bucks. well, if you spend 500 or more, you can do the buy now pay later saying because they just started this thing with costco online. they're partnering with affirm. so when you buy your costco stuff online, if you want to pay later, now you can. there are, of course, financial risks because, you know, if you spend too much, you've got high interest rates. if you're spending more than you can afford. that's not a good thing. so just keep an eye on it. and i guess what all of the credit card people say unlike credit people spend responsibly like don't spend more than you can afford. i would say don't costco cause that's inevitable. there. okay. ford is recalling thousands of suvs. there's a braking issue and they want to fix it. if you own one of the cards are definitely going to be notified. this involves 273,000 vehicles from ford explorers and lincoln navigators 2022. to twenty-twenty 4 models. there's a design issue and it can cause parts of an engine air cleaner outlet to come into con

i mean, costco has pretty specific skus. know, every time they've had the same products for like the last eight years that i've shopped there. so i, you know, i guess there's some mix with their clothing if i think about it from that point of view. but you think they'll also be able to dodge some of this, or just the consumer is going to get used to, okay. those you know, that $19 sweatsuit is now 22. >> i think it might be a different sweat suit from somewhere different. but you're right. on some of the grocery and consumable categories, it's hard to move around costco. two thirds of the store in the us is goods produced from the us, but even if they see inflation and once again, i'm not sure any big retailer is going to be able to avoid inflation. their values will still be better than regular grocery, and i think that the customer is going to migrate towards those values at a ross at a burlington at a tj, also at costco, bj's wholesale club. >> have we heard from your coverage universe? a lot of these names we've mentione

is there any cheaper costco?'s still a premium product. >> costco is the same price as what i'm getting online. >> very similar. so it's a 40 count for 72.99. okay, for the classic formula, ag1 next gen is 79 for a 30 count, but more clinically backed more in every scoop. so ag1 next gen online has more and is more clinically. >> the scientist. >> heroes classic. joe. all of. >> this is phony. he thinks that i'm joe. he thinks no, joe thinks i'm a quack. i think i think all of these things. >> doctor feelgood's medicine truck is parked out. no, i don't think that there is a cable network where you can't watch it for one second without seeing this balance of nature crap. which which all all they say is that we just grind up vegetables and fruits so you never have to eat another vegetable or fruit. all you got to do is just take this powder. yeah, this is different. it's better. >> this is different. well, it's different in a few ways. yes. there's whole foods in here that help support nutrient gaps. but there's an

you are going to use costco's payment partner, a firm.ths, 550. 570 had bucks. for a lot of families, this is about stretching big purchases over multiple paychecks, but it's just important to know it does come with a cost, and missing or late payments can affect your credit rating. $500, i think i can drop an easy $500 in-store. >> robin: 36%. i cannot imagine. >> michael: if you want it bad enough, i guess. >> robin: we love having you in studio. oscar-winner and mom of two jennifer lawrence talking about her postpartum experience. experience. >> george: inside rome and scams. it cost them thousands. >> michael: plus you will never guess who is joining tom hanks and the gang in "toy story 5." jessica biel and elizabeth banks are here. some people think they look like sisters. while now they are playing sisters. they will tell us all about it. that is coming up on "gma." ♪ ♪ i like things personalized, like my coffee... ...so when my doctor prescribed vyvgart hytrulo self-injection for my generalized myasthenia gravis... ...we personaliz

they will not be dictated by the present occupant of 1600. >> and costco will be here after. >> costcod then black people protested and stopped going to target. >> so, you know, diversity. >> is the companies that support. diversity that. are staying with it. the institutions are doing it not because of some sort of moral argument. and let's be clear about that. they're usually doing it because it's good business. they're usually doing it because they're trying to create the workforce that this country needs. we should note that we are in the middle of an industrial revolution, although it's not necessarily based on industry, it's based on technology in terms of climate change, in terms of ai, in terms of lithium batteries. we are not necessarily advantaged in all of those fields. and so when we attack knowledge, when we attack dei. >> we are. >> actually disadvantaging the country that we live in and providing advantages to the countries that we're trying to compete with china, india, israel, you know, and the creation of, of lithium batteries. so this is again, i'm going to quote fre

. >>> up next, the chicago sun times summer reading list sparks controversy, and costco gives shoppersy to pay. o giv shoppers a new way to pay. with rapid relief at 4 weeks many people experienced remission at 1 and even 2 years. some saw 100% visible healing of their intestinal lining. serious allergic reactions and increased risk of infections and liver problems may occur. before treatment, your doctor should check you for infections and tb. tell your doctor if you have an infection, flu-like symptoms or if you need a vaccine. healing is possible with tremfya®. tremfya® is now approved for crohn's disease. ask your doctor about tremfya®. ♪ febreze! ♪ when it comes to my space i gotta keep things fresh and tidy. just like mama taught me. so i'm always spraying febreze fabric spray... to freshen up by fighting odors and locking them away. smells like home. ♪ lalalalala ♪ dangerous ladders. gutter muck. yuck. no wonder you hate cleaning your gutters. good thing there's leaffilter. our patented filter technology keeps leaves and debris out of your gutters forever. guaranteed. call 833-

and miss odious university in northwest sedona, professor from costco. just before the break we were talking about um, you know, our doubts whether ukraine is, can act in good space and if in its own self interest. and you kept mentioning the, the sponsors and the european union that is encouraging ukraine to go on with the fighting. and i think that brings up unimportant chicken and ask question, why the, the, any peace deal on ukraine is possible or realistic without russia and europe sitting down, you know, in some form of negotiating the future security architecture in europe. actually i was really happy to hear even i'm not fond of president trunk. to be honest. i was happy to hear the word these 1st and most of normalisation and talk to re establishing the diplomatic dogs between washington and most go. and that is good for the world peace. and now you mentioned that you were p an actor. and here we see these uh, somehow confused, rockdale, west the pieces divide date and sometimes to night that and they, they are like and the nightmare also bed be

well, no. >> costco makes no money. costco makes all the money on the court. how do you compete with that? how do you compete with a company that makes. >> so basically what he's saying is target's got no hope. >> no. >> we really have to go. >> we're going to talk about jim's club meeting coming up this afternoon. we'll get to toll palo alto nvidia in just a moment. moment. >> advertisement (grunting) at morgan stanley, old school hard work meets bold new thinking. ( ♪♪ ) partnering to unlock new ideas, to create new legacies, to transform a company, industry, economy, generation. because grit and vision working in lockstep puts you on the path to your full potential. old school grit. new world ideas. morgan stanley. (jerome) we, the lazy, declare that we will recline old school grit. when we feel inclined. and yes, we feel inclined. (clara)we answered our kids' questions all day. it's our time to prioritize no priorities. (kid) why? (clara) because. (damon) we put in back-to-back doubles. so now we will be putting in extra o.t. right here. (phoebe) we've che

you don't need to stop greg and costco. you can. [laughter] >> send us your questions, like it or not. >> because he won't remember. >> he said, i have a bad memory. >> he's too busy. >> looking for those. i'm eating the hot dogs. unless he writes. it down. [laughter] eat the hot dog. not questions your thoughts? >> we would love to ask your question on there. you can find us on our socials again, like it or not, on twitter and facebook and tiktok. all the good things. just send us your questions. we'd love to r d it >> i'm ana garcia right now on true crime news. a body found buried beneath a new york city basement. >> he's wrapped in layers of carpeting. she was killed and placed there. >> for decades, she was only known as midtown jane doe. but thanks to new dna testing, she now has a name. patricia science gave us her name. but will science lead to patricia's killer? >> the person that did this was very close to her. >> plus, an adorable five year old boy, nathan. >> how old are you today? >> five at his grandparents for a sleep

let's go out of as the welcome back to world to part with bill on that bunk costco professor of political science and international relations of fame, serial and miss odious university in northwest sedona. professor brown costco. just before the break we were talking about um, you know, our doubts whether ukraine is, can act in good faith and in its own self interest. and you kept mentioning the, the sponsors and the european union, that is encouraging your crane to go on with the fighting. and i think that brings up unimportant chicken and ask question whether any peace deal on ukraine is possible or realistic without russia and euro sitting down, you know, in some form of negotiating the future security architecture in europe. actually i was very happy to hear and even i'm not fond of presidents from to be honest. uh, i was happy to hear the word the 1st, the move. so normalization and talk to re establishing the diplomatic dogs between washington and most go. and that is good for the world. peace. and now you mentioned digital p, an actor and here we see these to somehow confused rockd

you don't need to stop greg and costco. you can. [laughter] >> send us your questions, like it or not. >> because he won't remember. >> he said, i have a bad memory. >> he's too busy. >> looking for those. i'm eating the hot dogs. unless he writes. it down. [laughter] eat the hot dog. not questions your thoughts? >> we would love to ask your question on there. you can find us on our socials again, like it or not, on twitter and facebook and tiktok. all the good things. just send us your questions. we'd love to rea it or use y y y >> i'm andy garcia right now on true crime news. >> cool hand fabio. >> sementilli, the hair stylist to the stars, brutally stabbed to death in his own backyard. his wife on trial. her lover took the fall. >> did she have anything. >> to do. >> with the planning or the execution of the plan to kill fabio sementilli? >> no. >> the other man. the accomplice points the finger right at her. >> baker and. >> the woman he was messing with was involved. >> do you see her in court? >> to my far right. white blouse.

sam's and costco have over 600.nd they're position to win because the prices are only at 11% spread very, very small. and it's more about keeping members. >> you mentioned this tight environment. so what's your assessment of the current consumer backdrop the tone of the consumer. >> yeah, it's a consumer that's on pause really a consumer that's featuring needs over wants and a consumer that's really struggling and still impacted by inflation. certainly consumer confidence is very volatile. that being said, there's a bit of a dichotomy because we have low unemployment at 4.2% and $800 billion of savings on the sidelines. so the consumer has money to spend. but it's been very volatile. something we're watching, i'd say middle low end customer under a lot of pressure. >> is and where would that give you caution in terms of the types of companies in that world? >> yeah, unfortunately it's been much tougher in the shopping mall and apparel and discretionary. and as you know, mike, the tariffs will have impact on applianc

and you know how much it cost of attending a costco. and now if you're shopping on line at costco, you can do that by now. pay later thing. if you're spelling spending more than $500 because they have a new partnership with a firm, the network that does this kind of thing. so you can make these purchases over time gives you some flexibility. but there are financial risks, especially if you keep the balance and it ends up costing every month. that's a high rate to costco is using a firm giving customers a quick way to see if they're approved. 2, you can do that as soon as you want. they have that new payment program. just 42. the next story that was in there twice. there we go forward. i want to tell you about this. they're recalling thousands of suv's because there's a braking issue. 273,000 vi call, a vehicles are being recalled and these are the ford explorers and lincoln navigators from the 2022. through 2024, there's a design issue that can cause parts from an engine air cleaner outlet to come into contact with the front brake lines

for either members of costco or those with costco gift cards, go to gasbuddy.com. you can find out the best in your area. let's check out the roadways and see how things are shaping up. pretty smooth. easy light drive for most of the bay after some earlier drama highway 24 all incidents cleared outside of the caldecott tunnel, we have highway 84 aside from two freeway markers there. we do have an incident over on the shoulder as you approach the toll plaza. no problem for that commute. san mateo bridge builds a little bit, but more significantly, we see 880 slowing typical san leandro and toward hayward. the bay bridge toll plaza shows the backup almost filled in toward the overcrossing, as well as a slower drive a bit across the span. back to you. thanks, mike. okay, could elon musk be out at tesla? well, coming up here, the reaction from board members, as new reports say that they're considering a new top boss. plus, an all female spawalk getting underway while you were sleeping. new video of the overnight mission on the international space station. and nothing i

costco, you are going to costco hard to believe everyone doesn't own this stock. you don't care what the p eis or anything. it's a money making machine. >> i'll give you the reason why i like it more so than what you heard. i want to talk about intl. why that matters? they are growing five times overseas. they are seeing overseas participation folks going in there explode so not only talking double-digit earnings growth, not only is online sales really ramping up, it's international growth at five times pace that push costco higher. charles: mondelez, we'll skip because i want to get to rolls royce at the center of the uk deal. >> this is simple. when you find a plane who makes the engines? the best engine is made by rolls royce. this company has a potential for a 50% growth potential. you're looking at double-digit high double-digit earnings growth and why because at the center of the trade deal is rolls royce and the fact the whole world needs more planes and what happened to the airline stocks last couple days ripping higher? why? because the consumers not dead

and since that is continents, costco, as far as of yet has helped me f envoys, been fairly obvious, be attendance and not even knowing. it's just me to invest in the auction to shots aside students to study the ample space is 500. and how is that site to show the summer it might not send a body hide single for the lice, so on as often devices caught these uh, trainings unsecure. invest in was these talks about congress profit board and then also seen talk naturally support a see us monday through the heights. allow us to spend 2 years and done with the about uh, seeing what tuesday to a 5 since its whose phone. so you have this desk about as all the top central 4 top . mario tried to flee from east germany to the former yugoslavia via hungary. he was arrested by him carrying border police and sent back to east berlin, where his actions were deemed criminal by the state of 1951 to 1989. this prison helps on the 11000 people, considered hostile to the communist g d r. and that included west for letters, even before the berlin wall was built. we're walking now among the interrogation room

yeah, humanitarian is like save your children costco, you want to thank you. me see we have a robust measures in place to restore the distribution of all ages to people in need. we have a customer that we have monitoring mechanisms. we've been doing this for a 2 months. we have a long history of working, and guys have been working in community, sorry for decades, where we need to be allowed to do our job. 3 of the distribution center school supplies population. i'm to provide life facing official services to children and doesn't have, have you ever come across your supplies, your boxed age being re sold or a so a at markets or, or by how much a to it shows, it hasn't been involved in the food distribution. but of course, we have had so many of them, so our trucks being stopped and somebody has being taken off from. but this is driven by physically by absolutely desperation of the population is a very, very complex environment bill prints. again, we have done massive distributions of other items successfully with very positive feedback. i'm giving you since i s

costco's numbers were amazing. the consumer is about value at the moment. heard from the likes of kohl's saying the middle to low income consumer is trading down. they are under pressure. so kohl's is going to offer more coupons. you never want to hear that. but again it's like the names that are winning in terms of brand turnarounds gap urban and of course value costco walmart in this inflationary environment will continue. >> all right. the focus on value is going to be a big one in the coming months. thank you very much, stacy widlitz. have a nice weekend. you too. all right. coming up on the show, closing out what's been a magnificent may. markets are continuing their post tariff bounce back. the sector our next guest says could be hot heading into could be hot heading into summer. that story when i got her a little something. a little something, dad? hold up. walt rolled his 401k accounts into an empower ira and planned for times like this. i'm for team splurge. thanks, grandpa! get good at money. so you can be a little bad. empower. dawn trusts prevag

costco is beginning to limit people. who knew you could buy gold from a warehouse.friends that are gamers. the gaming community has been obsessed with grand theft auto. there's misery because grand theft auto will be delayed until 2026. a lot of frustrated gamers will figure out other places to go. >> bret: annie, winner and loser. >> winner is going to be congress women virginia fox, who -- managed to oversee 22 hours of deliberations to get trump's big beautiful bill through the house. so she was named an iron lady by speaker mike johnson. >> bret: loser? >> loser has to be kristi noem, the department of homeland security secretary who had difficulty explaining what habeas corpus is. very important concept that she and the administration are thinking of suspending. >> bret: trey, winner and loser. >> women's golf. a final between northwestern and stanford that came down to last putt. the loser, jim comey. anybody walking on a beach is not thinking about donald trump and seeing him in seashells is a loser to me. >> bret: all right. panel, thanks so much. have a gre

as we tell investing club members, don't buy costco ahead of the quarter. it's going to go down. it's like tjx. you'll usually get a much better price if you just wait a couple of days. tjx may be the most undervalued stock in our entire portfolio. why? because it had the huge sell off. we've now wait a couple of days and it's probably going to rally. hey, speaking of retail, ever since richard dixon became ceo of the gap almost two years ago, he's been busy reinventing the place. we've had him on a number of times. it is working people, and since the last quarter, analysts have been falling all over themselves about this story. and now here's one that if it comes down ahead of the quarter, you have my permission. no, my blessing to pull the trigger and do some buying. fall into the gap. remember that also on thursday night, where there's a lot of chatter about what marvell technologies marvell will report? same with dell. both are integral parts of the data center, and there's been a lot of speculation about how marvell might miss the quarter. while dell will blow away the numbe

yeah. humanitarian is like save your children, costco. you want to try and give me she, we have a robust measures in place to restore the distribution of all ages to people in need. we have a customer that we have monitoring mechanisms. we've been doing this for 18 months . we have a long history of working and gods have been working in community, sorry for decades, where we need to be allowed to do our job to be able to distribute central supplies population. i'm to provide life safety, official services to children and goals of one other thing i wanted to ask you was this, and you, you west backed 8 organization called the guys a humanitarian foundation. it says it will take care of a distribution to gaza before the end of the month. we had secretary genuine toner goods harris. the thing that you when would not take part, what do you make of this proposal? which apparently has as well as backing to un. ready and she must have an action in god this time, united and rejecting this model of the distribution of food for details or no well u

a love seat and especially of the costco elements think human kind has been harnessing for millennia and we've got some good assist insights. we turned it into a sport. so in this episode, we're going to explore some of the most, some conventional pos times. and if you wondering why look so tired today, because we've got to put the truck is going to place the skies in a hole. i believe the, the water is a part of the, the employee would post that isn't the defense you of us and building the word or is it something deeper.

what even that or do i sort of thought on governor's control or sort of city to miami or costco clipped. you spell queen it was for the most part where he may need to move in with liam. this whole image. it just be the one on the bush and you know, the doors through to get them what the photos you soon as you and yet i do 50. it's a city more simple. yeah. he also said, i'll come will genuine, the sort of state and i don't get the housekeepers too. it seems you know, let them nice to give some thought on. find me think you got the position that we had a stroke since the whole, you know who isn't it? i'm just one of use the apartment to was nickel plus you get them. so you do you get this also good. what do you mean on? so yes, okay, for him, we'll say let's go with him. we sent menu. those are you able to double? so she'll skip. usher need to go at each or fiscal close on the what is the e mails on the financial goals? so he's not going to have money and you also want to be the appointment was i just noticed that you had them in the field. scope of san francisco bought a prisoner of war

stuart: my favorite retailer, as we all know, is costco. >> yes.arnings. i guess they did well. >> they did. stuart: ten cents, that's it. >> yeah, but they're crushing it. they topped the top and bottom with line estimates. comp sales were up 8%, same-store sales on e-commerce up 16%. as we know, these big companies are so good at supplier negotiations, and consumers like buying in bulk given the prices. >> but costco's one of those names the that it's just a solid, core name. it's not sexy, there's nothing about it, it's not going to be up 10% in a day, but it's a solid name in a portfolio. stuart: okay. gap. it's not the gap, it's gap. they're falling out of bed. >> did you have it on your bingo card that i could sing for you twice if one week in remember that song -- ♪ fall into the gap. that used to be their jingle. a. [laughter] you learn things every day, stu. the banana republic and athlete that bran, those same store sales are down 3 and 6%. you're getting in gap and old navy where sales are up 5 and 3%, but that's not enough consistency a

nos vamos ahora a costco.lir a tiempo para llegar a tiempo a nuestros destinos. se pregunta por qué? porque hay que entender que ciertas autopistas en la región, una de ellas la 50 80, aquí en la ciudad capital , tienen area de construcción. están hombres y mujeres laborando en autopistas, por lo tanto hay que reducir los límites de velocidad por la seguridad de ellos. y por la seguridad de toda persona que comparte autopistas y carreteras . recuerde que las multas allí se triplican a las personas que violen esas leyes de tránsito y más que listos para ese último vistazo a las condiciones del tiempo. con mi compañero meteorólogo antonio sánchez antonio, adelante. buenos días . >> qué tal el norte de california? muy buenos días. bueno, en las próximas jornadas vamos a ver muchísimos cambios en el tiempo. hemos comentado que este fin de semana vendrá un centro de bajas presiones en capas altas de la atmósfera. esto va a hacer que tengamos un sábado bastante más nuboso y lo que también veremos son algunas torment

the nation's defense when history stays, the tax was successfully repelled in 14 regions and the costco region. drones targeted the call of a top officially managed to escape from the vehicle but was wounded. another u, a v cause damage to a bridge in the same region. at the top of damage the residential building into last forcing tenants to evacuate no injuries. square reported that meanwhile, on the battlefield, a russian missile strong kid, one of keeps a special forces training centers in assuming boulder region, sol. so according to most goes defense ministry. they unload the estimates around 70 ukrainian past know what killed and munition desa was destroyed. ukraine, you know, throw a case of can funds the incident sounds. it has sparks outrage in the country several little make is just the cab should not be trading its forces. so close to the russian frontier. well, that adds to mounting criticism of ukraine's leadership. 5 words fail to cause concussion, but now full now come on. the went as far as to resign from his post offering his dining verdict of his superiors on social me

walmart and costco are a.i. companies, they use with it better than most companies right now. are ahead, and they are one of the leaders, but you wouldn't imagine if retailers like walmart, costco and even lowe's are a ahead in a.i. races. charles: wow. ray, always appreciate your insight, intelligence and knowledge. thank you so much, my friend. >> thanks a lot. charles: all right, folks, is the market already sort of priced for perfection or maybe just overpriced in that means the household names that you love may not be the stocks that you want, but there are opportunities out there. my next guest has been looking into this. he's got some ideas for you. can't wait to hear 'em, next. ♪ ♪ shining like those new york lights on broadway. ♪ and went she looks back, i'm behind her ♪ from full house... ♪ ...to empty nest... ♪ ...to free birds. ♪ vanguard. we got this. fifty years of helping you invest for every chapter. you'll love this! centrum silver is clinically proven to support memory in older adults. so you can keep saying, you mastered it! you fixed it! you nailed it! you

spent rest that one person, the cost, the sellers and operational costs, transportation and detention costco then the flight calls. with this program gives an opportunity to make arrangements, get their affairs again and we are paying them. [inaudible question] >> i know it's going to save us tens of billions of dollars. [inaudible question] >> i don't think any -- $8000. [inaudible] [inaudible question] [inaudible] the worst of the worst and i support the president. >> what you think for this page of reality show where -- [inaudible] what are your thoughts on that? >> what? >> a reality show pitch where immigrants -- >> i'm not aware of that. i'm not aware of that. out of my lane. i'm not aware of that. [inaudible question] >> working on it. we are in discussion with countries. [inaudible question] >> that's up to secretary noem. she's a good secretary. she has knowledge of responsibility. i'm a border guy so to answer questions out of my lane. i know -- but specific to what she's doing come she's doing a great job. she's out and until an awfu. i think she's doing good. >> you have been wat

stuart: can you tell me why costco and walmart are investing more in their gas station business? that it'll please you. i think all three ceo's have in their own words come out and said, um, ev's aren't coming here 100% tomorrow. this is a world that is still run on gas and we want to help our consumers have gas cars and be able to fill up their gas-powered cars, right? so we are hearing walmart is opening up about 45 new gas stations this year. that brings them to a total of about 450 gas stations in 34 different states. costco as well, the last few months, has also announced they are expanding the member-only fuel center open until 10 p.m. instead of 9:00 p.m. so this understanding that we are still a world built on traditional gasoline and not just ev's. stuart: there is a farm labor shortage. i want to know how john deere, thdlingf their tractors and this is the what the ceo said. pretty much everything a farmer does from planting, spraying and harvesting will be able to be done fully autonomously through a.i. and he's saying they want to be able to do that pretty much within

costco site is now saying that you can do to buy now and pay later apt for purchases over $500. partnering with the payment network called a firm to make this possible. to give you more flexibility. they say they do want you to know, though there are financial risks when you do something like that, the first do a quick eligibility test. and then if you're approved, you can do the buy. now pay later. but again, you do need to know that there's a risk if you don't pay off, that that interest is going to cost you. all right. and we now have a track, actually, california story, wolf, population, it's all a part of the state department of fish and wildlife. wolf management plan. new map released last thursday provides a semi daily tracking information of 7, o wolf packs. they will found in the northeastern part of the state. but there's one that lives in the southern sierra nevada. the department's is tracking these wolves is going out with mitigating conflict with livestock. it's 9.49 and thousands of people in san francisco took part in the bay to breakers race over the weekend. ye

however, costco says this method of payment is not accepted at its warehouse stores., you might be counting calories or cutting out junk food, but the real danger might be hiding in your packaging. a new study from switzerland reveals that the modern food system is flooded with synthetic chemicals linked to serious health issues, such as cancer or diabetes. experts say the worst offenders are ultra processed and packaged foods that dominate grocery store shelves. researchers say chemicals like bpa and pfas, which are found in containers and wrappers, are slipping into our food well in the middle east, many palestinians are forced to flee their shelters at a refugee camp due to israeli airstrikes. clouds of thick black smoke was seen rising along the skyline today. many families packed up their belongings as they left the area. israel announcing today that it began a big operation in the gaza strip in an attempt to pressure hamas to release the remaining hostages. over the past few days, hundreds of people have been killed in strikes. direct peace talks between russia

costco is leading that group. we have seen defensive sectors this year outperform the growth sectors. your seeing movement in yields to the downside. the 10 year yield is down by two basis points on track, treasuries, for

their lowest is 459 at costco on river sound way. remember, you can use costco even if you're not a member. if someone gives you a gift card there, you can check gasbuddy.com and you can look for those prices around the bay on the roadway. we have only this one main issue, and this is a deadly crash. unfortunately, shutting down eastbound highway 37 just before sonoma boulevard, just past merritt island. you can use city streets to get past there. get over to tennessee, which will take you back about your way. we're covering this and we have a crew just about on scene. back to you. thanks, mike. the end of an era for jc penney is on the peninsula. next on today in the bay, when the stores officially shutting its doors and the number of locations shutting down nationwide in tech. apple may be making a spectacle of itself. let's go out to the futures this morning. president trump tweeting all kinds of things. and you can see what wall street's doing about that. plus. burn burn burn. clear the air. and are you scared? an island boy is r

or if you have a costco shop card, a gift card. so find a friend in south bay. let's check on milpitas with best for that city is 449 right here. that's at the arco on landis avenue. and you can check gasbuddy.com right here. if you don't find your area that i listed on the board. let's look at the roadways. we're looking at some slowing still in the east bay eastbound 580. just got word the caltrans grid cleared the work going on for eastbound overnight. that should clear up, but it stuck around a little longer yesterday. we'll track that out of castro valley into dublin and south. 680. there's a crash causing a slowdown as you head south from bernal. it's not the road crew which should be clearing out in the next few minutes. all right mike, well, still ahead on today in the bay, a group of republican lawmakers try to make president trump's promise of no tax on overtime a reality. out to the futures this morning to see what's going to happen. it looks like we'll start with a good day. set those alarms today. single day ticicks for outside lands go on sale when

yes, but also if you have a costco shop card, a gift card. so if you have a friend who's a member and you're not, maybe they can hook you up there. we're looking at south bay. check milpitas for the best that city is 4.49 at arco on landis avenue, and you can always go to gasbuddy.com. if i haven't listed the city where you're going to be located on the roadways, we are looking at a slower drive still going on over in the east bay. this is tradition. over the last couple of days. eastbound 580 still very slow around eden canyon. the overnight crews cleared from the caltrans grid, but there is still something marked by chp as crews in the area as well. so we're lolooking at that slower drive opposite your main commute that's unexpectedly slow. as we get to emeryville, we're looking at the berkeley curve folks are jammed up here. there's a huge release as a crash cleared in san pablo west 80. all this traffic through berkeley now building up at the berkeley curve. and we should see a backup at the bay bridge. it's gradual to build, but it will

for either members of costco or those with a gift card. you can also buy there. we're going to gasbuddy.com to find those prices that best value where you are on the roadways. we have a smooth flow for most of the bay. the earlier crash that we talked about is really tying up traffic. all lanes currently blocked. overturned vehicle eastbound 580 just at 1/64. tough visibility there. traffic break because of an overturned vehicle. we're checking on that speed. sensors may actually start moving again. we'll check on it. update coming up. back to you. thanks, mike. expanding delivery locations. coming up next on today in the bay, a look at amazon's new billion dollar plan to help get packages to shoppers living in more rural areas, and the way the company aims to speed up some of those delivery times. let's check the futures this morning. wall street in the green stock futures jumping after microsoft and meta surged on earnings. plus a hard pill to swallow for dub nation as the warriors deal with a blowout by the houston rockets. more on what