Some recent economic data points to people traveling less or cutting back in certain ways like opting for shorter, more budget friendly trips. Um, I also saw recently that airfares are also lower compared to last year. So, what are you seeing for summer travel in 2025. We're seeing a busy summer travel season.I was just at the airport this past weekend. Long lines at passport and border control. A lot of Americans getting away or coming home from big vacations.And that's no surprise. Prices are lower this y ...

AI Investments and Performance - Intelligent Alpha uses AI large language models to estimate earnings for 1,000 companies each quarter [2] - Meta is expected to beat earnings, driven by significant investments in AI talent, despite Llama being behind competitors [3][14][15] - Mark Zuckerberg has spent billions of dollars on talent to catch up in the AI frontier model race [3] - Google added another 10 billion to their capex estimates for this year [4] - Intelligent Alpha focuses on GPT from OpenAI, Gemini from Google, and Claude from Anthropic, considering them the best models [14] Apple's AI Strategy and Future Outlook - Apple's stock is under question regarding its AI strategy, with limited answers expected this quarter [5][6] - The catalyst for Apple is the September iPhone launch and potential AI feature announcements to accelerate growth [7] - Apple may rely on third parties like GPT and Gemini for AI capabilities, potentially impacting stock performance [7] - Partnering with top LLM providers like GPT could be sufficient for Apple, focusing on user safety and integration [8] Amazon's Concerns - Amazon's top line is a concern for Intelligent Alpha's models this quarter, expecting a miss due to tariffs [9] - Amazon's bottom line is expected to be fine, indicating potential margin strength [9] - Inflation increases might impact Amazon in Q3 [10]

US uh trade delegation arriving uh for trade talks uh with China. Aean Jeffs joins us now. I got some of your some of your photos uh that you sent out.I I think we're actually going to show you you're doing well. You got an eye. You've got an eye for it.There's uh you know, I'm I'm traveling with an expert cameraman here, Joe, and he's giving me a lot of advice on lighting and cropping and that kind of thing. >> Do the meatballs look like Do they look different. They're kind of pale, aren't they. They're no ...

Let's get to Ed Yardi. Yardenni uh research president. You think I mean we've had the case made that the the stock market is wrong.Basically what someone was saying earlier about the way it's react because it's going to be anti-growth. Even the trade deals themselves. This individual Roger Alton said the trade deals themselves are anti-growth and inflationary and the stock market is just ignoring it because of AI.I guess was >> well I I I think the stock market is uh just discounting the facts that we've le ...

President Donald Trump and the EU have reached a trade deal and now the focus turns to the world's second largest economy. Trade talks between the Trump administration and China are underway in Stockholm. Joining us right now with the latest is Nicholas Burns.He served as US ambassador to China in the Biden administration and he worked under six presidents of both parties. He's now a professor at Harvard's Kennedy School. And uh ambassador, thank you for being with us today.Let let's talk through um what's ...

A consequential week for the economy, a Fed meeting, tariff deadline, jobs report. It's the busiest week for earnings this quarter. Steve Leeman is with us.He's just gets excited on these Fed weeks. I I can see it on his face. It's like a Grateful Dead concert.Yeah, it's exactly the same, Joe. And there's drums in his face and all kinds of wonderful things. Um, look, it is a very big week.Uh we have the uh the Jolt survey and consumer confidence and of course the Fed survey comes out tomorrow. I know you're ...

Industry Dynamics - Cable, after a decade of share gains, now faces a very competitive and mature market [2] - Telcos are gaining share, especially with less expensive fixed wireless offerings like T-Mobile [3] - Cable companies are responding with price guarantees, which could pressure ARPU (Average Revenue Per User) [4] Company Performance (Charter Communications) - Charter's shares fell more than 18% after reporting unexpected internet customer losses in the second quarter [1] - Challenges for Charter are not going away, and the second half of the year will be difficult [6] - Charter is offering streaming services (Peacock, Max, RML Plus, Disney Plus, etc) for free to Spectrum customers, providing close to $100 in value [4] - Charter has a solid management team, a good product, and a good network [6] Media Landscape & M&A - Expects a lot of M&A activity in the media space, especially with spin-offs from Comcast (Versent) and WBD [7][8] - Warner Brothers Discovery's global networks are expected to be rolled up, and Warner Brothers with HBO Max is unlikely to remain an independent studio long-term [9] - There's bound to be a lot of movement in the media industry in the next one to two years [9]

>> Trade negotiations with China set to resume this morning. Joining us now from Stockholm. US trade rep Jameson Grier.Mr. . Ambassador thank you for joining us this morning. >> Of course.Great to be here again. How are you. >> Great.Do you want to look backwards or forward before we I mean, we definitely want to talk about China, but we just had our own discussion about whether the Japan deal, the EU deal, whether they were net positives for both countries, net negatives, whether someone wins, someone lose ...

Trade negotiations with China set to resume this morning. Joining us now uh from Stockholm, US trade rep Jameson Greer. Um Mr.. Ambassador, thank you uh for joining us this morning. Of course. Great to be here again.How are you. Great. Do you want to look backwards or forward before we I mean we definitely want to talk about China, but uh we just had our own uh discussion about whether the the Japan deal, the EU deal, uh whether they were net positives for both countries, net negatives, whether someone wins ...

>> Check out Bitcoin in the crypto markets right now. Joining us, Anthony Pompliano, founder and CEO of Professional Capital Management. Each week there's more data points that seem to indicate just increasing adoption of not just Bitcoin but ether and Ethereum suddenly has gotten a lot of attention as well.Is it made up some of the underperformance in recent months at this point. >> Well, look, I think that Bitcoin has established itself as the king of the market. I don't think that's going to change anyti ...