followed all the twists and turns for us today and got us up to speed with where we are. I mean, what a day. Grasso I'm just going to going to start right there.Do you think that this I know we're not all policy experts here but was this at all sort of strategic and attempt to like lob out the idea how markets reacted. Yeah. And then take it from there.>> He's done that before I think I think he he is good at doing that. That's part of his strategy I don't think that he the term is up in May 2026. So I don' ...

Financial Performance - Netflix is expected to see mid-teens revenue growth [5] - Netflix is expecting 30% earnings growth this year [5] - Elevated earnings growth is expected to continue over the next few years [6] Advertising Strategy & Monetization - Netflix has significant room to grow in monetizing engagement [2] - Advertising growth is a key area of focus for understanding future growth [3] - Netflix's early stage advertising monetization allows revenue to flow to the bottom line [5] - Building in-house technology and partnering with third-party platforms like The Trade Desk allows for different ways to monetize inventory [8] - Netflix is in the early stages of advertising monetization compared to other streamers [8] Strategic Initiatives & Competitive Landscape - Netflix is leaning into advantages of the traditional ecosystem, like sporting events [10] - Disrupting traditional ecosystems with events like sports puts pressure on competitors [10]

Let's bring in Pollson Perspectives author Jim Paulson. Jim, good to see you. So, does the market think an attempted Powell firing isn't going to happen or it just doesn't matter if it does.I I don't think anyone really believes that's going to happen, John. I I think that what happened today with Trump to me fits Trump's MMO uh and how he negotiates and how he how he deals with adversaries or what he perceives as adversary. He delivers threats.He his idea of negotiation is to drop a concussion bomb inside ...

John, take a look at shares of United. As you guys have been chatting over the last 10 minutes, shares have been moving lower. Why.Well, mainly because these are numbers that are going to be a little bit disappointing, especially on the guidance. Start first off with EPS. It did beat the street.387 a share versus 381 was the estimate. Revenue coming in lighter than expected at 15.236% billion. The metrics within the Q2 results.Revenue per seat mile down 4% compared to the same quarter of 2024. Cost per seat ...

camera and joining us today for a big story, the big story for the markets today. Let's get more reaction on the fed with Jefferies chief market strategist and CNBC contributor David Zervos. David, it's great to have you on. You know, it's interesting because you're on CNBC.Earlier today, as we were getting reports that Trump was drafting this letter and planning to potentially do this. And then right after that hearing from the president himself that it's unlikely. And, you know, I sort of leave that with ...

Growth next year because of tariff uncertainty. Deirdre Bosa here for Techcheck. And Deirdre this is the sort of chip machine maker.So if they're not doing well and it's not just today they've been down like 20% the past few months, then how can the rest of the AI space be doing well. That's exactly the question. ASML is one of one.It is the choke point in advanced chip manufacturing, the only company in the world, in fact, that makes the tools needed to produce cutting edge semis. So it's warning raises co ...

Market Performance & Trends - NASDAQ is on pace for another record close as tech earnings approach [1] - Technology sector is up about 10%, with broadening participation beyond the MAG7 [3] - MAG7's year-to-date returns are largely driven by Nvidia, accounting for about a third of the S&P's earnings year-to-date [3] - In 2024, the MAG7 accounted for roughly 535% of the returns of the S&P, and in 2023, it was 60% [4] AI Spending & Investment - Approximately 18 trillion is expected to be spent on AI over the next five years [10] - Scrutiny surrounds the billions and hundreds of billions of dollars being spent on AI deployment and infrastructure [6] - Meta spent 143 billion on the acquisition of Scale AI [7] - There are about 5,500 AI startups, many of which are not yet trading [14] Company Strategy & Outlook - The market is looking for returns on AI spending, which are yet to be fully realized [9][10] - Productivity gains and margin increases from AI-driven workforce reductions are expected to be a tailwind for technology companies [11] - The deployment and payoff of big spending projects will take years, not just the next quarter or earnings call [15]

picked up in the second quarter. We did a bunch of uh of IPOs that were significant in the second quarter. You know, I call out Chime, uh Euro, Circle, these all traded well, you know, in the secondary market.There's a pretty good pentup backlog of IPO activity and I think you're going to see more of it in the third and fourth quarter, particularly if this equity market sustains. So, what kind of I mean economic growth picture are you looking at for second half and into next year. It it feels to me, you kno ...

Client Activity & Confidence - Client activity levels picked up throughout the quarter [1] - Client confidence increased as the quarter progressed, following a bumpy start [1][2] - Client activity continues to gain momentum into the second quarter [2] Business Environment - Pockets of uncertainty remain, particularly for businesses and industries affected by trade policy [2] Firm Performance - The firm experienced a solid quarter [1] - The team focused on serving clients [1]

On today's episode of CNBC Crypto World, bitcoin climbed after the House approved a procedural vote to consider three key crypto regulation bills after GOP lawmakers halted their passage the day before. Plus, Zack Shapiro, head of policy at the Bitcoin Policy Institute, breaks down the three crypto-related bills currently sitting in the U.S. House of Representatives. Chapters 00:00 - CNBC Crypto World, July 16, 2025 0:20 - Crypto on the rise 1:11 - The headlines 2:53 - Zack Shapiro of Bitcoin Policy Institu ...