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Earnings will support markets despite normal volatility, says Bernstein's Dan Suzuki
Category: News & Politics
We have our legs back are pretty high. how much more can we squeeze out of it? >> good setup. thanks. mike santoli. let's talk about where stocks go from here. dan is with us, richard bernstein adviser's deputy cio. good to see you. >> thanks. good to see you too. >> you feel like we have our legs... Read more
Wolfe's Chris Caso on Nvidia's Q2 beat: What's clear is demand is still well ahead of supply
Category: News & Politics
Extended trade. mike? >> contessa, thank you. >>> move to today's most important stock nvidia. shares lower despite the fact it beat top and bottom line expectations. grew revenue more than 120%, gave solid guidance and announced a $50 billion stock buyback. expectations apparently so high for... Read more
UK Latest Starmer Says October Budget Is Going to Be Painful #shorts
Category: News & Politics
I will be honest with you there is a budget coming in october and it's going to be painful we have no other choice given the situation that we're in those with the broadest shoulders should bear the heavier burden and that's why we're cracking down on noms those who made the mess should have to do their... Read more
Evercore's Daryanani: Apple Intelligence details will help determine if this will be a super cycle
Category: News & Politics
From donald trump when he bashed gary gensler, not a fan, that industry. >> gensler doesn't have a lot of fans. >>> turn back to apple, the company expected to unveil its newest watches, air pods, lot of things as well as the latest apple intelligence. joining us to discuss evercore's isi, $250... Read more
Voters react to presidential debate between Donald Trump and Kamala Harris l News 24-7 l USA news
Category: People & Blogs
One of the foreign policy topics the candidates hit on was a perennial topic for presidential debates in recent times vladimir putin's puppet kamla harris or donald trump putin harris told trump in heated exchange was a dictator who would eat you for lunch russia's leader she said would be sitting in... Read more
Eli Lilly's Zepbound single-dose vials will expand access to more patients: Mizuho's Jared Holz
Category: News & Politics
Last of the major american sports leagues to take this step. >> eli lilly announcing single-dose vials of its anti-obesity drug, zepbound. the company says that these will be available for self-pay for patients with an on-label subscription, and that they'll be discounted. lily says this will... Read more
Chamath Palihapitiya Nvidia's Price is Going to Blow Your Mind
Category: Education
Over the next five years i see nvidia's stock easily reaching a market cap of 50 to 60 trillion do nvidia jumped 12% on some comments made by meta um and microsoft that both said that there's increased ai demand and they're going to continue to uh to build out capacity so chamat i know you've talked... Read more
Pollster Frank Luntz on Harris-Walz interview: I would've graded her a C
Category: News & Politics
>> other highlights including supporting fracking. reversal from a couple years ago. joining us to dive in deeper, frank luntz. you watched it. following your tweets. your main takeaways? >> surprised quite frankly. set the stage for viewers. she is ahead right now. she's either winning or tied in... Read more
Goldman Sachs CEO David Solomon says the economy is in pretty good shape
Category: News & Politics
>>> welcome back to "the halftime report. joining me is chairman and ceo of goldman sachs, david solomon, our host here at the communacopia and technology conference thanks for having us and thanks for being with us. >> thank you for being here, thanks for having your team here i'm happy to spend... Read more
Dell rides the AI wave on Q2 beat
Category: News & Politics
Improving, numbers are going higher. they're only going to see a recovery into '25 and '26. >>> i want to switch gears, check out shares of dell right now. shares are moving higher after beating estimates as its server sales soar by 80%. investment committee member bill baruch owns it and joins... Read more
The fundamental story on Nvidia remains very strong, says Haverford Trust's Hank Smith
Category: News & Politics
Results and he said i wasn't aware until you mentioned. we do what we do is the right way to think about it. >> it is. so now nvidia has reported those results, let's talk about the possible impacts on the mark. hank smith is investor strategist at haverford trust. hank, were you at the watch party?... Read more
Kamala Harris' tax plan for investors: Here's what you need to know
Category: News & Politics
>> now seen full-year revenue down 1 to 4. we'll see what the year brings. >>> meantime, the vice president's tax proposals might have a dramatic impact on investors. robert frank has some numbers for us this morning. >> good morning. vice president harris proposing to double the tax on capital... Read more