We've got to look at retail and how advanced AI chips are getting smuggled into China.

You're listening to Motley Full Money. I'm Mary Long, joined today by Alisha Alfaery.

Thanks for being here. I'm Mary Long joined today by Alicia Allea Allea.

Allea, thank for being here on Motley Full Money.

So glad to be here.

So the big news this week is that

Invidia is reporting, but that doesn't happen until this afternoon.

So this morning we are going to turn our attention to a completely separate

sector of the economy and talk retail.

I feel like throughout the summer we've been hearing two different stories about the

consumer in the state of them. On the one hand retail spending in July was

higher than expected so kind of pointing to signs of a healthy consumer. But on the

other hand we've heard stories from Starbucks and McDonald's and a number of other companies that consumers are tightening their wallets and really feeling high interest rates and other and are cracking down on discretionary spending as a result.

We've got a number of retailers

reporting this week. What are you keeping an eye on as these companies come out?

Yeah, I've been I've been looking at several companies and it's been really fun

to take a look at how different companies have been

faring in this period right we have some food chains that have been

struggling while others have been doing well Chipotle for example continued

to execute.

Its revenues were up.

Number of stores continued to expand.

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