Dan, I guess the big question everybody wants to know is how much life is there in this rally. I think this is just starting in terms of this next stage of the revolution. And I think as we go into the software phase, you see on the consumer side, when it comes to AI, I believe this is still bottom of the first top of the second inning.And that's why in video, 4 trillion, ultimately 5 trillion, Microsoft, we think on the road to four and then 5 trillion. It's our view this tech bull market get the popcorn o ...

Welcome back to the program, sir. Looking forward to an in-depth conversation with you about what you cover every single day. So first of all, just on Iran so we can deal with that.What is the current stance of the US officially on the use and import of Iranian crude. Oh, the sanctions are still in place. No, no change there.I think the Trump and what President Trump was referring to there is, hey, if we make a large piece and sanctions come off, Iran can flourish. If you've got a decent understanding that, ...

Stacey, this sense that Nike might have reached bottom in the fourth quarter, fiscal fourth quarter. Given that the inventory numbers were higher than what was anticipated. Do we is that idea now moot.I think that idea now, you know, like, let's face it, this was supposed to be the kitchen sink quarter and we were hoping to see some improvement in inventory and we didn't see as much as we had hoped for. So perhaps that pushes the story back a bit. And we know this is a long term turnaround story, but I thin ...

Going on your principles, I'm really interested. You build Bridgewwater. With the experience you have today, how do you think about building a work structure and an organization and how do you apply those principles.You meet so many great people, so many talented men and women. How do you go about picking your top people. You're building a machine.Okay. What is a team like. What are the positions they play. What are the characteristics of the qualities that are necessary to play that position.Well, how does ...

FOR THE CONVERSATIONS THAT MATTER AND INSIGHTS YOU NEED, LET'S GET STARTED. ♪ >> NEWSMAKERS AND MARKET MOVERS. THIS IS "THE PULSE WITH FRANCINE LACQUA." FRANCINE: GOOD MORNING AND WELCOME.TRUMP'S TARIFFS AND TAXES DOMINATING THE NEWS AGENDA. WE WILL HAVE TEAM COVERAGE OF TRADE DEALS AND THE SO-CALLED BIG, BEAUTIFUL BILL. FIRST, THE LATEST ON TRADE. U.S.COMMERCE SECRETARY HOWARD LUTNICK SAYS WASHINGTON AND CHINA HAVE FINALIZED A TRADE TRUCE. IT SETS OUT TERMS FROM EARLIER TALKS IT STILL DEPENDS ON FUTURE ACT ...

China said it has further confirmed details of a trade framework with Washington, echoing US Commerce Secretary Howard Lutnick’s earlier comments about a US-China agreement that stabilized ties. Officials from both countries have maintained close contact after holding trade talks in London earlier this month, a spokesperson for the Chinese Commerce Ministry said in a statement Friday. “In recent days, after approval, both sides have further confirmed details on the framework,” the person said. “The Chinese ...

It does seem as if there are some risk positive stories at the margin. Then you can look at the 899 news from the United States as an example of that. And even some of the weakness in the data at the United States has been fed through into the lower rates narrative.So I suppose from that perspective, the the push higher in stocks makes sense. Is that too much complacency, though, in your view. I'm struggling with this market at the moment.Every input would seem bullish at the margin. As you say, yields are ...

The US and China have signed a trade agreement. US Commerce Secretary Lutnik says it includes a commitment from Beijing to deliver rare earths. But the clock's still ticking for other trading partners worldwide -- scrambling to reach the finish line before that July 9th tariff increase deadline; US economic data boosts bets the Fed will cut rates at least twice this year... Traders now focusing on PCE data today and the jobs report next week for more clues; and Iran rejects claims that nuclear talks with US ...

And Xiaomi shares have touched a record high after strong initial orders for its new $35,000 SUV intended to compete with Tesla's Model Y in China. The company says it got over 289,000 pre-orders for the YU7 within an hour, and that exceeded analyst's expectations. The new model is going to be a test of demand for Xiaomi cars after a fatal crash, which involved a different model sparking scrutiny from Chinese authorities.Let's get to Bill Russo now. He is founder and CEO of Auto Mobility, a global strategy ...

On Today’s episode of the Big Take, host @davidgura sits down with Bloomberg reporter and Big Take Asia host K. Oanh Ha to look at the state of the tourism industry in the US, and where in the world tourists are going instead https://podcasts.apple.com/us/podcast/president-trumps-12-billion-dollar-tourism-wipeout/id1578096201?i=1000713879124 ...