the dumped drinks include the iced match cha lemonade, white hot chocolate, chai cream. starbucks says these items are less popular. not according to my team. but i'm not going away. watch "mornings with maria" every weekday 6-9 a.m. eastern here on fox business. i hope you'll wake up with us every morning. and i'll see you this weekend on sunday, "sunday morning futures," live on the fox news channel at 10 a.m. eastern, exclusive interviews with commerce secretary howard lutnick, congressman byron donalds and ohio guber that iftorial candidate vivek ramaswamy. join us sunday live on "sunday morning futures" on fox news. that'll do it for us here on fox business. thank you so much for joining us. are a great rest of the weekend, and i'll see you again next time weekend, and i'll see you again next time.

♪ ♪ jack: welcome to "barron's roundtable" where we get behind the headlines and prepare you for the week ahead, i'm jack otter. president trump is shaking up global trade. is now the time to rethink investing in china or steer clear? if let's begin with our expert panel and three things investors ought to be thinking about right now. on the baer ron's round table, ben levisohn, alyssa a -- and jack hough. tech stocks have been the darlings of market for about as long as i can remember, but they had a very ugly week t. the nasdaq down 4.5% or manager like that. why have investors fall fallen out of love? >> they had a nice little rally on friday, still finished down more than 3.5%, which was pretty terrible, especially because the dow finished up, and the s&p finished down about a percent. and it really was all about a tech getting sold off week. nvidia's earnings came out, there was nothing wrong, but everything connected to a.i.

sold off, software sold off, the mag a miff sent seven have sold off. it's really ugly and just seems to be a case of people have owned these for so long and have owned so much of them, they probably diseased i better take some profits and look elsewhere. >> and that came right when the nasdaq touched the 200-day line, a long-term support level. we are down there last august if you guys remember, but i think it's too early to know if this is a buyable bounce or not. wait to see a little bit more evidence of strength. jack: in the meantime, you could go into value stocks. they have been giving us the head fake for so long, ben. what do you think, is this a real turn? >> it could be. you look at the value index, the russell 1,000 value, it actually went up about 3% this week while the growth index fell 3%, and that a tells you something. and it makes a lot of sense. you look at earns, tech's supposed to grow 23, that's fantastic. that's exactly what they grew at in 2024. every other sector is supposed

to see acceleration with three sectors going from if negative to positive growth. that means there are a lot of opportunities to find earnings growth accelerating without having to turn to tech. >> eggs are actually outperforming nvidia right now. you know how they're $13 a dozen this if and in the suburbs, people with the backyard chicken coops are swearing around like -- >> homesteaders. >> cal main foods, it's biggest publicly-traded egg company, returned 66% over the past year, 9 points better than nvidia. jack: if you're looking for economic indicators of a slowdown, ben, you can find them. gas demand is down, consumer confidence is down a little bit. there have been some other softenings. i think that means next friday that jobs report, people will be watching that carefully. >> that's important. people are really talking about a slowdown. i'm gnat sure -- not sure there's one going on, but that payroll report is going to give us an idea. 160,000 jobs, if it comes near that, i think we'll be okay, but anything too hot or too cold --

jack: them's fighting words from jack, what do you think? >> clearly, nvidia, a very important company to the market, brought up by several members of the panel. but i think it's key for investors right now, it's time to break up with nvidia. even with that beat and raise quarter, the response was, like, egg on the face -- jack: oh! [laughter] >> the stock was down about 8%. that was the worst postearnings reaction since 2018. so nvidia's no longer this knight in shining armor that's going to save the day for the market, lifting tech stocks. it's just not happening anymore. it's been underperforming the s&p since last june, so i think we've got the look elsewhere. jack: so ben says we might be seeing this turn to value stocks. you're a fan of growth. to you think nvidia's not the place to be -- if you think nvidia's not the place to be, are there some areas in growth where you want to go shopping in. >> if you look at etfs that track growth, i mean, just

getting absolutely clobbered. and not even this week. there were signs of cracking even last week, so clearly, money's rotating out of growth, rotating into the risk-off areas. when tocks at the top of my screen are things like coca-cola and johnson & johnson and insurance stops which are typically snoozers, that the doesn't give growth investors a lot of confidence. also bitcoin got clock arerred this week. -- clobbered. so definitely another sign that risk on to risk off. jack: and investors should remember, nvidia's almost 6% of the s&p is, so you probably own it even if you don't own it outright. >> yeah. jackie: with, one exception has been food. you took a walk in the grocery aisle this week. >> we just came from february where big food meets with the consumer analyst group of new york in florida, of course, because new york is horrible in february. this year's presentation, the stocks are all down. big food, the stocks were all down over the past year.

analysts are blaming inflation, tariff fierce, obesity meds, you name it. there are some themes that emerged. mention of premiumization, those at an 8-year low. mentions in value, those hit an 8-year high. bofa says we might be reaching peak, protein, they're putting it in cereal -- >> you can't hit it, that's all i'm eating these days. >> easy, hercules. these companies are coming out with wacky ideas. conagra would like you to be excited about some big crunch crispy fried pickles. i'm going to take a wait and see and definitely don't eat -- >> and that's the freezer aisle, right? >> j.m. smucker says it's noticed rising humanization among pets, so it introduced milk bone peanut buttery bites meat with -- made with real jif, the first dog treat featuring a human food brand. i haven't tried them yet, but if it works, there's endless

possibles. we can brainstorm on it. jack: i think real jif is an oxymoron. any stocks you like? >> the problem with food right now, the growth think ones aren't cheap, and the cheap ones aren't growthy. there's a better setup in tobacco stocks of all things. we'll talk about that later, i think. jack: all right, guys. spring home buying season could face new hurdles as economic uncertainty rocks the market. redfin's ceo gwen kelman is here with an inside look on what to expect. ♪ congratulations. here are the keys. congratulations. here's the water heater that somehow passed inspection but will definitely flood your basement. -wait. -congratulations. here's your first year's supply of nitrogen fertilizer. remember, not too little or too much or you'll kill your lawn. -okay. -congratulations. here's progressive's homequote explorer.

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take effect next month could hurt housing affordability by pushing up the cost of construction materials. here to react is redfin ceo glenn kelman. thanks for coming on the show all the way from seattle. good to see you. >> hey. good to be here. thanks for having me. jack: you have a 30,000-foot view of the housing market. you've got rising inventories but few sales especially among existing homeowners as we hold on the our low mortgage rates. could you give us a sense of the state of the market? >> well, i think it's shifted definitively toward a buyer's market. is a year ago there just wasn't enough inventory, and still inventory isn't very high, but demand is in retreat. and so we're seeing the days on market, the time it takes to sell a house, increase by about 15. and so people who were -- 15%. so people who were once participating if bidding wars are now set to get a good deal. that's the change in 2025. jack: that's some good news,

because i know they hate the mortgage rates, so that's nice to hear. i assume you're keeping an eye on tariffs. we're hearing that it's possible more expensive aluminum and other materials could send prices up on new homes at least. if what's your sense of that? >> well, it's a double whammy, first because of the raw materials but also because of the labor. so much of the labor comes if from south of the border, and so the immigration crackdown could have an effect on that. unnoticed has been a real boom in new construction especially for apartment buildings. the reason that the rent is not too damn high, that actually rents have been flat over the past year is because there's been so much construction especially in the sun belt. it's had a real effect on rental afford if about, and we hope that -- affordability, and we hope that continues. there are some clouds on the horizon because of tariffs on raw materials and some of the labor supply issues. jack: so should i believe that renting might be looking like a better deal right now given those factors and the new apartments coming on line?

>> in 95 of u.s -- 95% of u.s. cities, it is more affordable to rent than to buy, but that set ises aside the fact that, of course, if you buy a home, you can participate in long-term appreciation. if you're looking for a roof over your head for the least amount of money, the best way to do that is to rent a house. jack: there's always regional differences in housing. are you seeing any particular areas that have good deals, any particular areas where it's really, really hard to buy? >> well, it's a tale the of two market. for example, in cincinnati there are still bidding war, but in jacksonville it has shifted 100% to a buyer's market. it really varies from market to market. places like austin, texas, are the ones that were most overvalued during the pandemic, into so there the market is still in freefall to rent a home and to buy a home. there is a glut of inventory, and i never thought i'd say that

in 2021 or 2022. there's some places that are hotter than others. another example is that florida, one or two years ago a just had so much demand. there's still some demand for the inland areas of florida, excuse me, but on the coast people have become wary. they are worried about hurricanes, they are worried about being able to insure the house, times they want to buy a home but they can't get a mortgage because that depends on getting insurance which has become impossible to buy or just very expensive. jack: yeah. we've been writing a lot about that, that is definitely a big problem. interesting news about austin. if you go down to south by southwest, you can pick up a house there. two quick questions. real estate commission rules changed last year. originally, people thought, oh, my gosh, they're going to plummet.. what are you seeing? >> i feel a little silly about it, because i was one of the people who thought commissions could come down as a result of this all change. it was a fairly seismic change

that buyers now have to decide how much to pay their own agent. and in the fall of 2024, there was no change whatsoever. i would say that this home-buying season there has been some change because in the coastal markets where people are buying 2-3 million homes, especially if they're buying it with cash, they are not willing to pay an agent 3%. and so that is where we see the most price compression. that is where we see fees being negotiated most aggressively in a way that just wasn't that common common a year ago. show it hasn't happened nation wide, but it is happening in places especially at the high end with more educated, empoweredded buyers. jack: understandable. we have to go, but i do need to ask you, you recently entered a partnership with zillow. that increased the speculation that there could be a marriage between your two company. any chance of a tie-up between redfin and zillow? >> no. and we don't comment on public rumors. jack: thanks for coming on the show. great insights on the market.

we'll see what happens. >> all right. thanks for having me. bye. jack: president trump threatening china with additional tariffs next week, but investors still eyeing opportunities there. stocks are cheap, the economy's improving. what investors need to know, next. ♪ ♪ for the professional (lightning strikes) it's not enough to possess knowledge. we seek to refine it. (click and explode) (engine roaring) to wield its power. (echoy voice says "two... one") to redefine its boundaries. (burst of electricity) (sierra ev noise) knowledge is put to the test in every gmc sierra.

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jack: investors have lots of reasons not to invest in china. an aging population, a real estate bust, a government that's unfriendly to to free enterprise and now trump's tariff threats. so why is the chinese stock market surging? it's our baer ron's -- barron's cover story. matt peterson joins us. i love the contrarian idea, but this one seems really out there. why would somebody in the usa want to put money in china?

>> well, think about how the presidential campaign went. we were talking about 60-100% tariffs on china. that hasn't really come to pass. now we're talking about maybe 10-20% if tariffs on china, and that's been enough to improve the outlook from if kind of really terrible the just maybe a little terrible. jack: and, of course, the stock market's been hammered for years, so it looks cheap. there have been a few signs of life in the chinese economy. >> that's right. it's still in a pretty rough place, but we've seen a lot of willingness from the government to try the turn things around. they're trying to do stimulus, they're cutting regulation and helping tech companies, and that's been enough to power chinese stocks to come back. >> and this is quite a comeback. the ishares china etf which is something we can all invest in, it's up 17% this year. i wouldn't recommend chasing it, that's a big gain that's looking extended, but i would be looking for entry points. the stocks are hated, they're cheap and they've been

underowned. people are ignoring chinese tech, so there's more room for them to run. >> yeah. and with uncertainty here in the u.s. markets, it does appear that investors are looking outside of the u.s. for hot trade ideas, and alibaba is a great camp example of that. the stock is up a whopping 56% so far this year. you have jack ma, the founder, back in the spotlight. there's a couple fundamental reasons here including the antitheme. they've had a couple -- a.i. theme. the fundamental case here for china does remain, but there are some risks there. >> trading or long term? i mean, long term i'm just not we're at all. i'm not feeling it at all. more than 30 years ago i was a stockbroker, and eaton vance came around with a pitch, and and the pitch was they're embracing capitalism, next is going to be democracy. don't worry, the returns are going to be great. you've made close to five times your money in that, but you could are made 25 times your money in the s&p 500 fund.

the returns is are not been great even with all that economic growth. >> look, fair enough to be skeptical about the chinese economy. and investors need to be on their toes about changes in the global economy more broadly. the trump administration, senior officials there think that we're in a moment of big global change towards something called a multipolar world where there's lots of different centers of power, and they think this is the opportunity for the for the to rewrite the rules of global business. is we're just at the beginning of this process, but we could see a big change in the way that companies operate in the world. jack: if we're kind of splitting up the world where maybe we get panama and greenland, it looks like ukraine is less of a friend as of friday, but does that mean that china that has carte blanche to go into taiwan? >> i don't know if they have carte blanche, but taiwan does seem more up for grabs than it ever has. you know, president trump has declined to talk about this, but there are people who think that maybe there could be some sort of deal here, and that does are people a little nervous about

where where taiwan's going. >> and i think it should. people have to remember that the world order has been very good for the united states. i mean, it's been one of the reasons -- >> 80 years. >> exactly. and the stock market has done so so well. having rules, having markets that are free and open and a lot of trading going on between countries has been very good for u.s. corporate a margins. and you have to wonder as a business and investor, how is that going to change for companies? it's going to be different, it's going -- it might be a little more difficult. >> jack: nonetheless, i think we're talking 12 times earnings. if you do like the china trade, how do you get in? >> i think investors are right to be cautious here. one way the get rid of that single stock risk is with an etf like k work eb. ally -- kweb. alibaba, a barron's stock pick going back to to last october, but there can be a lot of volatility with individual names, so i think getting rid of the single stock risk is the way

to go. >> the author of this story, she names a bunch of them. gds is holdings is a data center stock, and you also have -- semiconductor. it doesn't make hem for a.i. chips, but for infrastructure that should benefit , and they both sound pretty interesting. jack: jack, are you convinced? >> the government controls the companies. the shareholders have no say. alibaba is not a share in a company, it's almost like you're buying crypto. i'm just not there. if i knew how to say s&p 500 fund in hand if run chinese -- [laughter] that would be my pick -- mandarin. >> use the technicals. trade not investment. jack: let's hope we don't use deepseek. ali and ben have a pair of investment ideas, and jack says the marlboro man has a new product that's sending the stock soaring. today right there.r af ♪fo ♪ rm go along with it. we test. and then we test again. now it's time to put us to the test.

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jack: jack, altria spun off philip morris back in 2008. for much of the time, those stocks moved together, but the past two months philip morris has just soared. what happened -- >> cigarette smoking just hit an 80-year low, but philip morris is doing a lot better than altria. altria has vaping exposure, and an the estimate of more than 60% of products on the market are illegal, so the economics are difficult. but philip morris has a profitability miracle on its hands called zyn, tiny nicotine pouches. there's no tobacco. they're made -- i don't want to say crap, but polymesh mesh her, sell -- polymer, if you're into that sort of thing with nicotine, it says the nicotine enters the bloodstream through, quote, oral mucosa, which i'm

going to be sick about. zyn has six times the revenue per unit of cigarettes and and eight a times the gross margin, and philip morris says unlike nick if teen gum, zyn is not to be, quote, recognized as a secession -- she sayings aid. in other words, keep doing it. keep oral mucosa-ing if you got 'em. jack: nothing like an addictive product the make money. it's amazing. zyn and zon did not do well. you think -- zemo was another loser. >> i haven't tryed 'em but, year, people are into them. jack: actionable ideas, ali, what do you have? >> something a little more ap atizing for you guys. this is brinker international. packaged food out, restaurant stocks in, and this is the hottest. and it's kind of hike the dark horse of the market -- like the dark horse of the market. up about 250% in the last 52

weeks. triple-digit earnings growth, accelerating revenue growth too and not -- it's the pulled back to the a 50-day line are. the top below 150. jack jon what restaurants? >> chili's parent. jack: what's youred idea, ben? >> i'm looking at something a lot more boring, rt, and, the former raytheon -- rtx. their business had been hurt because jet engines were down and weren't working so so well, they've softed those problems. -- solved those problems. stock looks good. jack: and they make javelin missiles. thanks, guys. to read more, check out this week's edition of barron's.com. don't forget to follow us on x for the latest barron's updates. and that's all for us. we'll see you next week on "barron's roundtable". measure measure. ♪ -♪ whatcha want, whatcha want ♪ ♪ whatcha gonna do -♪ when the sheriff john brown come for you? ♪ -stop! now! stop!