Yeah, like we talked about Bentley, this is a software name with proprietary data and they're ready for AI. >> Dan, >> the breakout of GDX2 gold unquestioned. I think you stay in the GDX, >> Dan.>> Yeah, monday. com had a bad case of the >> days. You've been waiting an hour.I really have. Um I do not think you buy this >> things you learned in the commercial breaks. Shout out to Sarah Palin.Big fan of the show. >> Huge fan. Stop watching right now.and Rug Gay. Gilead breaking. ...

Some of the names leading the losses. For more on the weakness in software. Jefferies.Brant Thill joins us now. Brant, great to have you with us. >> Thanks for having me.>> So we talked about this last week in terms of this whole notion that AI is threatening the software space, and you're seeing names. We mentioned a few of the losers today, but Atlassian CRM, I mean, these are stocks that are down more than 20% year to date. What. What is going on here.>> Investors are fearing that AI is going to eat soft ...

For more on the China trade developments, let's bring in CNBC contributor Dardrick McNeel, who served in the Obama administration. He's now senior policy analyst at Long View Global. Deardric, great to see you.Um, I want to pick up where Dan left off and that is we sort of or the Chinese now have a window as to how to proceed with negotiations more so than they did before perhaps. I mean, I you know, somebody I I read this somewhere, the monetization of US trade policy is what we're witnessing right now. yo ...

There is a lot to unpack here, but it's interesting that Aean brings up the the national security point because remember that's how this whole thing got started in terms of requiring export controls on this very unique sector as a said it's because of national security effort and all of a sudden 15% it makes that go away seemingly. Let's hone in on in Yes. And we're going to discuss AMD and Nvidia and what appears to be, you know, paytoplay type of thing.But, you know, the Intel calling for your res calling ...

Okay. Well, we'll watch that and other types of inflation as well. Let's square those circle earnings out tomorrow morning now with Owen Laauo from Oppenheimer.Owen, what do you have to believe about the future of this company to feel like you can buy it here uh even around these earnings. Yeah. Uh first of all, thank you for having me.I think you have to believe the huge disruption circle and USDC can uh do in this market. There are a couple of areas that they can do. First one crossber payments.The second ...

Well, more and more companies are cracking down on remote work and ensuring employees are coming back to the office. Diana Ol has the details on what it could mean for real estate investments. Diana.Well, John, in the past year, US companies made more progress in getting employees back to the office than at any time since the pandemic began. That according to a new report from CBRE, nearly 3/4 of the 184 companies surveyed said they have met their attendance goals. That's up from 61% last year.The share of ...

Brandon Gomez, tell us more about cannabis stocks today. Hey, Scott. Yeah, look, it was a massive surge in cannabis names.We've been here before, though. Trump once again voicing his support to reclassify cannabis as a less dangerous drug. Now, this would align it with steroids or Tylenol with codine rather than more dangerous drugs like heroin LSD.Now, it could blaze a new trail for the industry, but investors shouldn't light up with celebration just yet. Despite Trump saying today that a decision could co ...

Today, Bitcoin crosses back above 120,000. The Peter Tealbacked crypto exchange Bullish is boosting its US IPO target. And Bit Pay Steven Pere breaks down the trend of crypto payment options among corporate giants.Welcome to CNBC's Crypto World. I'm McKenzie Seagalos. Crypto prices are in the green to kick off the week with Bitcoin reclaiming the $120,000 level.That's after a brief pullback at the beginning of the month. As of noon Eastern, Bitcoin climbed more than 1% to $120,283. Ether rose more than 2% a ...

companies founded by Glenn Curtiss, the father of naval aviation, and the Wright brothers, who so famously made the first flight. Joining us now on set exclusively is Curtiss-Wright chair and CEO Lynn Bamford. This is her first broadcast interview in the role, and it's so good to have you here.Welcome. >> Thank you very much for having me here. It's my pleasure to get to talk a little bit more about Curtiss-Wright and share it with your audience.>> So I just mentioned it's almost century old company, but yo ...

Well, our next guest says having access to the Chinese market is crucial to a company like Nvidia, even if they have to pay to get it. Let's bring in Dan Niles. He's the founder and portfolio manager of Niles Investment Management, also former chips analyst at Newberger Burman.Dan, welcome. So, taking a step back here just from an investor perspective with all of this uh DC news, whether it's rare earth investments, a steel stake, now this chips revenue, this administration is far more handson than we've be ...