Norwegian Cruise Line CEO Harry Sommers joined me exclusively on CNBC to discuss the company’s biggest ship order on record, but also how consumers are responding to inflation youtu.be/QHoMByok_-A?si…

'We keep saying bigger may not always be better, and the data does support that. One year after a company is spun off, it tends to outperform its parent company by around 6%.'

Seema Mody on the trend towards spinoffs, a key factor behind GE's rise this year.👇📺

We're amplifying career highlights of South Asian journos in US & Canada via #SAJAerUpdates .

Seema Mody, global markets reporter for CNBC, is back on-air after maternity leave. Watch out, world!

x.com/seemacnbc/stat…

And so am I 🤛

'According to Goldman, on average spinoffs tend to outperform their parent company by roughly 6% after one year.'

'Bigger isn't always better'—Seema Mody on why shareholders are pushing for self-breakups.👇📺

The inaugural CNBC Changemakers list will recognize female leaders who are impacting society, challenging established business practices and driving industry-wide change. Nominate here: cnbc.com/changemakers

BULLISH ON CONSUMER --
Carnival CEO: 'I continue to be encouraged with our revenue trajectory heading into next year as we see no signs of slowing from our consumers.' $ccl

Marriott continues to expand into the midscale hotel category, seen as one way it is adapting to a consumer who is looking for cost-effective options. CEO Tony Capuano joined me today on Power Lunch $MAR

Why October is a good time to travel -
-Airfare 🔽30% in October vs December Hopper
-Theme park passes, Broadway tickets 🔽20-25% cheaper per Touring Lens
-Reduced wait times at popular tourist attractions
-Plus, what to do if gas prices keep rising
Joined TODAY to chat:

Good choice Taylor Swift 🥰

Tractors losing traction 🚜 Seema Mody takes us through a new note from Canaccord Genuity downgrading $DE to a hold rating on higher dealer inventory levels and slowing unit growth for agricultural equipment.

. Zongyuan Zoe Liu joins Seema Mody on CNBC to discuss business activity, economic recovery, and political tensions in China.
on.cfr.org/3tcZbek

John Deere laid off 225 employees at an Illinois plant this week, leading the stock to drop more than 3% today. Seema Mody joins CNBCOvertime with more on the story.

Amid ongoing U.S./China tensions, foreign direct investment into #Mexico has increased 40% YoY. Automotive, and industrial companies leading the charge. Tesla building a $15b gigafactory. Can it last? We discuss here:

shorturl.at/BQTZ3

'The Chinese seems to indicate they want $ARM to be there. They really want access to that technology, and Arm continues to be successful, but it's not without risk,' says AllianceBernstein (AB) to Seema Mody

While airfare prices are down 13% year-over-year, the August CPI report shows a 5% increase in prices month-over-month. Seema Mody has more. cnb.cx/3ECY4XZ

Apollo’s Torsten Slok not anticipating a slowdown in cross-border travel like others have

China may be larger but the momentum is behind India. The latest on Modi/Biden bilateral meeting #G20

tdy.lol/FFedw

GE's deal with Hindustan Aeronautics to manufacture fighter jet engines in India has received U.S. congressional approval, per sources. Expect Narendra Modi and Joe Biden to reference during bilateral meetings at #G20SummitDelhi $GE

All this talk about an iPhone curb in China...where is India to fill the void? Still a ways to go.
China is 20% of Apple's revenue.
India accounts for 3% of Apple's total sales, estimated to increase to 10% by 2025 - Wedbush.
iPad production imminent, per sources. $AAPL