Well, many Americans have felt the frustration of getting a healthc care insurance denial leading to hours and hours on the phone, trading emails with the carrier, and oftentimes never getting a solution. But there's a new company that's looking to change all of that. Our next guest runs a platform that uses AI to appeal denials for care to treat 70 autoimmune conditions like Crohn's disease and others.Patients fill out a form and AI handles the leg work scanning health care plans and relevant state and fed ...

Why don't we start off with Alphabet. What are your expectations. A lot of people see Alphabet as actually kind of a more reasonably priced if you look to forward PE way to play the AI trade.What are your expectations for the overall earnings report specifically for its cloud business. Yeah. No, so uh as far as Alphabet is concerned, you're right.I mean that's the value name here in the group and uh we you know we do think the setup is pretty nice here for a company. They typically don't provide guidance fo ...

senior associate dean for leadership studies Jeffrey Sonnenfeld. He's also a CNBC contributor. He's out with a new piece in time magazine.It's called Grok and Groupthink. Why. Why AI is getting less reliable, not more.And from that article, here's a quote. The chatbots vulnerability to manipulation, along with their susceptibility to groupthink and their inability to recognize basic facts, should alarm all of us about the growing reliance on these research tools and industry, education and the media. Jeff, ...

Market Overview & Strategy - Tariffs are viewed negatively, but incentives and tax policies are counteracting their impact, contributing to positive equity market action [1] - High valuations and growth expectations are supported by market sentiment [1] - The market favors visible growth, with secular growth themes remaining attractive [1][2] - Tactical pullbacks in fundamentally sound stocks with good earnings and commentary represent buying opportunities [3] Investment Recommendations - IEX (small and midcap industrial ETF) is a recommended buy due to discounted valuations in cyclical areas, exposure to secular themes (water, oil & gas, agriculture), and anticipated earnings growth [1] - The ETF is focused on small and mid-cap industrial companies [1] - Investors are diversifying across asset classes, including short duration fixed income ETFs offering 4-6% yield [5] Risk Assessment - There's concern about investors chasing the rally and crowding into higher beta names, potentially indicating rising complacency [1] - While sentiment is high, the fundamental story remains intact, suggesting that pullbacks can be buying opportunities if earnings and commentary are positive [3]

It's good to have you here. We're back here once again. We're looking at trade deadlines and the possible impact of tariffs going higher on our biggest trading partner, the EU.Um Howard Lutnik also mentioning that the the administration is looking to renegotiate the USMCA, which is a year away. But does that trade the math on the idea that tariffs may be, you know, I guess more reasonable, if you will, on Mexico and Canada. Uh Frank, that's a great question.And I think I think when when investors are thinki ...

A newly formed entity called the Ether Machine has entered into a business combination this morning. An agreement with a specialurpose acquisition company called Dynamix to go public. Purpose of all this creating an institutional Ethereum platform that is aimed at managing one of the largest Ethereum balance sheets out there.Joining us right now is Andrew Keys. He's co-founder and chairman of the Ether machine. Good morning to you.Uh this is sort of a fascinating transaction and a new fascinating uh public ...

as tariff fears ebb. Joining us now Tom Lee Fundstrat Global Advisors head of research. Probably not coming as a big surprise to you, Tom.You've been saying similar things, but one of the things you're emphasizing today, the most hated V-shape bounce in history, or at least in your young but but getting older life. >> Yes, that's right. I think many people when April happened and we tariff Armageddon and the market went into a freefall, investors liquidated because they thought we were entering a recession. ...

Nvidia and China Market - Nvidia's H20 chip sales to China are limited due to restricted stock, despite AI chip demand [1] - Nvidia isn't currently planning to restart H20 production after the US ban in April, leading to order cancellations and production line alterations by Taiwan Semiconductor [2] - Nvidia could miss out on fully returning to the Chinese market in the near term [3] Cybersecurity - Microsoft issued an alert about active attacks on document sharing software used by business and government agencies, recommending security updates for non-cloud-based SharePoint software [3][4] - A zero-day hack breached US federal and state agencies, universities, and energy companies [4] Federal Reserve - Officials from the Trump administration are considering visiting the Fed renovation project site, as President Trump considers pushing out Fed Chair J Pal [5] - Alan Greenspan mentioned using a "briefcase indicator" to signal the Fed's intentions regarding interest rate adjustments before guidance was provided [6][7]

Stock Market & Finance - Block's shares are significantly up following the announcement of its inclusion in the S&P 500, replacing Hess after its acquisition by Chevron [1] Aviation Industry - Alaska Airlines resumed operations after a systemwide ground stop lasting approximately 3 hours due to an IT outage [2] Trade & International Relations - China's exports of rare earth magnets to the US increased over sixfold in June compared to May, but were still about 40% lower than the same month last year [3] Politics & Economy - Trump administration officials are reportedly planning a visit to the Federal Reserve amid a probe involving headquarters renovation [4] Corporate Governance - Data company Astronomer's CEO Andy Brown resigned after a social media incident at a Coldplay concert, prompting a formal investigation [5]

Regulatory Landscape - The Genius Act, a "rules of the road bill" for stablecoins, has been signed into law [1] - The Clarity Act, which aims to define market structure for digital assets by distinguishing commodities from securities, is a key priority for the crypto industry [2] - The Clarity Act passed the House but needs to go through the Senate [3] - Senators Cynthia Lumis and Rick Scott are expected to release their version of the Clarity Act later this month [3] - Bipartisan support in the Senate is necessary for the Clarity Act to pass, requiring collaboration between parties to reconcile House and Senate versions [3] Industry Outlook - The crypto industry views the signing of the Genius Act as a positive step, but considers the passage of the Clarity Act as the ultimate goal [1][2] - Despite the celebratory atmosphere, the crypto industry's objectives are not yet fully achieved [4]