$DE John Deere Tape Reports
Per Ticker.id: $DE John Deere Tape Reports — 12 podcast mentions across 6 podcasts (30 days), latest 2026-08-24 16:19 UTC.
Hey, good morning, David. The Trump administration today released a proposal to move ahead with a $100,000 fee on new H-1B visas. Now, those visas go to highly skilled foreign workers in areas such as tech, education, and research. The president's first attempt to impose the fee was was blocked by the courts last year but is still working its way through appeals. A fast-moving wildfire near Reno, Nevada, growing in size over the weekend as authorities urged about 90,000 people to evacuate. The Hawk Fire began Saturday and now covers more than 23 square miles with zero containment so far. Police say it was human-caused but offered no further details. At least 6 people, including 3 first responders, have been injured. And members of the United Auto Workers voted down an offer from Deere over the weekend that would have extended the current 2021 contract with the union by 2 years and include the same benefits. UAW President Sean Fain rejected the proposal, calling it an attempt to bypass the collective bargaining process. Leslie, I'll send things back to you.
Brandon Gomez — Squawk on the Street · 10AM Hour: U.S.-Canada Trade War, Webull U.S. CEO & Paramount-Warner Brothers Latest 8/24/26 · 2026-08-24Okay, how about if I told you that you're going to get— we're going to give everybody a handout, and from now on, that's the way it's done. I think that that would change a lot of people's minds. That's the free beer element that I talk about. It would. Yeah. Okay. You want to know what they buy? John Deere reports a great number. Okay. They call the trough in the farm cycle. Even though their steel could go up because of Canada, people don't care. Why? Because deer has nothing to do with the data center. We hate the data center. All right. So Caterpillar, a lot to do with the data center. We loved it for a long time. Now we hate it. First we loved it, then we hated it. I don't mind. I don't own Caterpillar, but I trust—
Jim Cramer — Squawk on the Street · 9AM HOUR: Big Market Week: Bessent, Warsh and Earnings from Nvidia 8/24/26 · 2026-08-24Welcome to Seeking Alpha's Wall Street Lunch, our afternoon update on today's market action, news, and analysis. Good afternoon. Today is Thursday, August 20th, and I'm your host, Kim Kahn. Our top story so far: Walmart flashed a warning about consumer spending with cautious guidance in its latest earnings report. The retail giant also stumbled on domestic sales, sending shares lower. Walmart guided for Q3 EPS of $0.62 to $0.64, below the $0.69 consensus. For the full year, Walmart sees EPS of $2.80 to $2.87 compared to the $2.90 consensus. On the earnings call, management said its below-consensus outlook reflects the continued prioritization of reinvesting remaining tariff refunds into customer rollbacks. Shares are down nearly 10% and Bespoke Invest notes that that would be Walmart's 6th decline in its last 7 earnings reaction days. Comparable sales in the U.S. rose 2.6%, missing the consensus estimate of 3.7% by more than a full percentage point, and marking the slowest growth in 6 years. Walmart's adjusted operating income rose 17.4%, including the impact of tariff refunds, partially offset by price investments during the quarter. Adjusted EPS came in at $0.81, topping the $0.74 consensus. Retailers Kohl's, Ollie's Bargain Outlet Stores, Dick's Sporting Goods, Savers Value Village, BJ's Wholesale, PriceSmart, Dollar Tree, and Costco are all lower. Among other active stocks, Alibaba is down but off its lows post-earnings as investors weigh a sharp increase in AI spending against accelerating cloud growth. Analysts remain broadly positive on the stock with cloud strength supporting their views. Deere is up after topping fiscal Q3 forecasts. The results provide further evidence that strength in construction equipment, smaller farm machinery, and turf products is helping offset the downturn in large agricultural equipment. And Advanced Auto Parts is plunging after the retailer noted the impact constrained household budgets had on the do-it-yourself channel during Q2, particularly in the last 4 weeks of the quarter. On the economic front, Treasury yields are back on the rise with the 10-year back at 4.75% and the 30-year at 5.25% after the Philly Fed Manufacturing Index came in surprisingly strong. The index rose to 47.4 in August from 41.4 in July, confounding expectations for a drop to 25. It was the highest level since April 2021. Treasury Secretary Scott Bessant said the government may increase its buybacks of 30-year Treasuries beyond the $4 billion per issue he announced Wednesday.
Kim Kahn — Wall Street Breakfast · Walmart flashes consumer warning · 2026-08-20Deere reported some numbers, pretty darn good numbers, and they're calling maybe the end of the cycle here that we could have an upcycle coming. And the stock's up 7% today, up 34% year to date. We want to talk about all those tractors and machinery stuff. We talked to Chris Chielino. He does all that stuff for Bloomberg Intelligence. Chris, you've been— you're locked in on Deere. What did we hear from them with their most recent earnings?
Paul Sweeney — Bloomberg Intelligence · Walmart Slides After Slowest US Sales Growth in Six Years · 2026-08-20And just a red headline here crossing the Bloomberg terminal. Scott Bessin, the Treasury Secretary, says he or they someone at the White House will be holding a press conference on Monday on Iran plans. So, of course, we will keep you posted when that happens. But again, the White House or Scott Bessant will be holding a press conference on Monday on Iran plans. All right. Let's get back to Christopher Ciolino on Deere's latest results. Chris, what can we— what have we learned about the U.S. ag cycle, farm cycle versus those outside of the U.S.?
Scarlet Fu — Bloomberg Intelligence · Walmart Slides After Slowest US Sales Growth in Six Years · 2026-08-20So the US farmer still challenged. Is that what we're hearing, Chris, from the Deere's of the world?
Paul Sweeney — Bloomberg Intelligence · Walmart Slides After Slowest US Sales Growth in Six Years · 2026-08-20Yeah. You know, there really hasn't been a lot of movement. And I'd say like the improvement we have seen in crop prices, while it's encouraging, we're still, you know, at historically low levels. There's just still a lot of uncertainty around input costs. The input cost hit is going to come a little bit later in North America than compared to what you'll see in South America. Because of the double cropping and then obviously in Europe. But really sentiment has, hasn't really changed a lot. You're starting to see a little bit of signs of optimism. But I think the biggest read across in terms of the health of the farmer and their appetite to go out and spend on equipment next year was the early order programs that, that Deere mentioned and that mid-single-digit increase. So again, we're coming off a low base, but it is certainly encouraging to see that we're, you know, have really kind of solidified that '26 will be the bottom.
Christopher Ciolino — Bloomberg Intelligence · Walmart Slides After Slowest US Sales Growth in Six Years · 2026-08-20Chris, is there any kind of tariff story here with Deere, whether their goods are being tarfed when they're exported to other countries or whether parts for their equipment are being tariffed?
Scarlet Fu — Bloomberg Intelligence · Walmart Slides After Slowest US Sales Growth in Six Years · 2026-08-20