Starbucks' next turnaround step, plus wish list for Salesforce earnings

Every day during the week, Jim Crammer and CNBC Investment Club released Homestretch, a processable afternoon update at the last hour of trade at Wall Street. Market Update: Big averages were mixed in the afternoon, Nasdaq roughly progressed by 0.5%, S&P 500 0.06%gain, and the Dow Jones industry decreased by about 0.5%. Apple and the alphabet, after a suitable court decision in the Google Antitröst case, technology strengthens heavy Nasdaq. Google will not have to dispose of the chrome browser, and the alphabet may continue payments in exchange for the situation as Google Search's iPhone's assumed search engine. Apple is estimated to be between $ 20 and $ 25 billion a year from the alphabet. Morgan Stanley described power for Apple as "best scenario". We were able to alleviate why this decision was positive for Apple in two ways and even some investors' concerns because it was related to the AI strategy. Inventory improvements: Starbucks partnership with Nomadgo to renew the supply chain management by announcing the implementation of the "AI automatic count". With the combination of "computer vision, 3D spatial intelligence and augmented reality", Starbucks will reduce the time spent on inventory management, so that no sales should be missed. Although we are a little surprised to find out that such a system is not already in place, CEO Brian Niccol's return on the return of low -hanging fruit. We know that it makes technology improvements into a focus by bringing order order to the mobile application. Now, if it works well, it seems to be behind the House Tech improvement that can benefit operations and financials. This news comes about two weeks after you learn that the company will reduce US production to five days a week from the operation 24/7. The combination of the two movements should help Starbucks to realize a more efficient supply chain that leads to lower costs (and margin expansion) than negatively affecting customer experience. Today's news can be sure that Starbucks can reduce production days without taking the risk of sales due to inventory lack. Conference season: While the season of earnings is falling, the industrial conferences are taken back. Speaking at the Global Retail Conference of Goldman Sachs this week, Home Depot Management said that the consumer remains healthy and took advantage of the important appreciation of the home owners' homes. However, due to tax rates, tariffs and uncertainty about the general economy, they hesitate to typically require larger projects that require financing. Although there is an abundant home, the house is equity, but the efficiency curve that must come to catalyze the home inventory turnover in perennial low. On Thursday, he is preparing to speak at the Honeywell Jeferveries Industrial Conference; Disney will be presented at the Bank of America Media, Communication and Entertainment Conference; And Palo Alto Networks will talk at the Global TMT Conference. On Friday, Eli Lilly will be presented at the Wells Fargo Health Conference. Next: Salesforce reports the earnings after the closing. The company's agent force AI is probably a strong demand, but we are cautious in front of the quarter (places where AI can do with very few inputs on your behalf), as it is still uncertain about the extent to which the Productive AI's promotion is clear, it will affect the "seat model" of Salasforce. If the bear thesis makes the agent more efficient, then it will allow companies to rethink their personnel. At best, this means protecting existing levels, ie minimum growth; Worse, it may cause a reduction in the number of personnel, leading to less demand for less seats and thus less demand for seat licenses. We will listen to the call to get an idea about the long -term principles of the thesis. Considering that we believe in artificial intelligence, we chose not to step into stocks despite more than 30% decrease in the beginning of December 2024. Since the seat license is related to the business model before becoming more positive on the Saas area, we need to better understand the longer term effect of agent AI. Here, telling a strong story and facilitating investor concerns on management. Other important reports on Wednesday include Hewlett Packard Enterprise, American Eagle Outfitters and the latest public offering. (See here for the full list of Jim Cramer's philanthropist's confidence in the charitable trust. Jim is waiting for 45 minutes after sending a trade warning before buying or selling a share in the portfolio of charitable confidence. If Jim talked about a stock on CNBC TV, he's waiting for 72 hours after trading warning before trading. The above investment club information is subject to our conditions and conditions and our Privacy Policy with the waiver. There is no confidence or duty or not, as you receive any information provided in connection with the Investment Club. A specific result or profit is not guaranteed.