AI Infrastructure and Utility Sector - AI infrastructure development necessitates improved utility infrastructure [3] - Data centers are projected to account for 11% of America's total electricity demand by 2030, a significant increase from 45% currently [4] Stock Recommendations and Performance - The best stocks list includes four utility companies [3] - DTE Energy (DTE) is highlighted as a favorite, having won a rate case and been awarded $217 million due to AI infrastructure spending [5] - Centerpoint Energy (Texas), Amaran (Missouri and Illinois), and WC (Wisconsin) are also spotlighted [4] Investment Strategy - Focus on utility names for the AI trade, noting their defensive characteristics with dividend payouts [5]

>> All right welcome back. We're going to talk about some stocks today that are falling and falling pretty sharply. I've got a number in front of me.We're going to start with UnitedHealth. They missed. They say their earnings are going to be worse than expected.Stephanie Link owns the stock. What do you think. >> It wasn't about the quarter. It was about the guidance.2025 at $16 was lower than kind of worst case scenario. I thought it was going to be something like $18. So that's obviously disappointing.But ...

New York City Mayor Eric Adams said Tuesday that the gunman behind the Park Avenue office shooting may have been targeting the NFL headquarters. Among the victims were an NYPD officer and a Blackstone senior executive. ...

Market Strategy - The Investment Committee is debating how to trade beta names in a speculative market [1]

So many big movers today. Look at shares of Spotify taking a dive after the music streamer posted a loss and weaker guidance for the current quarter. And though the company said AI has helped with user engagement, it isn't bolstering the ad business enough and could also pose a threat.Julia Borston digs into all that in today's tech check. Julia, so what's the story here. Well, Sarah, Spotify's declining ad revenue is the company's biggest depo disappointment.So now Spotify needs to deploy AI to drive ad gr ...

Model Performance & Technology - The company's models have consistently ranked among the top tier in the last two years [1] - The company possesses state-of-the-art capabilities in specific domains such as transcription and optical character recognition [1] - The company's models are optimized for local deployment, including on laptops [1] - The company is a leading actor in open-source models within the US and Europe [1] - The company adopts a full-stack approach to AI deployment, differentiating it from typical model providers [2] Enterprise Solutions & Partnerships - Enterprises often struggle to realize the P&L impact of general AI [2] - Delivering value to enterprises requires more than just models, including tooling for agent deployment, workflow orchestration, and observability [2][3] - The partnership with ENT data aims to combine technology, expertise, and talent to meet P&L expectations with AI [3]

Financial Performance & Guidance - Royal Caribbean shares are up more than 100% over the last 12 months [1] - Second quarter earnings came in higher than expected, and guidance was raised [1] - Initial investor reaction saw shares declining, potentially due to high expectations for continued outperformance [1] - Performance in the first and second quarters was driven by close-in demand, which was not fully incorporated into forward-looking guidance [3] Demand & Consumer Behavior - Travelers are booking cruises closer to the departure date than traditionally [4] - Approximately half of the guests are now millennials or younger, contributing to closer-in booking trends [5] - Strong demand for remaining cabins in the weeks leading up to sailing, with customers willing to pay considerably more [6] - Loyalty programs are important for incentivizing guests within the ecosystem [8] Competition & Brand - Royal Caribbean competes with all experiences, including land-based travel destinations and events [7][8] - Delivering exceptional experiences and building trust are crucial for guest retention [9] - The company aims to create a "lifetime of vacations" through its brands [11] International Travel & Market Flexibility - There has been some pullback from international guests traveling to the US, particularly from Canada and Western Europe [12][13] - Royal Caribbean operates global brands supported by yield management systems that seek the highest paying guests worldwide [14] - The company is flexible in adapting to customer origin and willingness to pay [14] - A rebound of international travelers coming to the US is beginning [15]

Well, I think with with respect to other countries, um what's happened is many many countries had made us okay offers to open their markets, you know, 50%, 30%. And then the president said, "No, no, I want them open." And then they get up to 75%. And the president said, "I want it open." So now the price of a deal with the United States of America is black and white, completely open markets.He wants to make sure that Americans can sell their goods overseas. He's tired of all those years where it was unfair ...

Astroenica beating second quarter revenue and profit expectations, citing robust sales of newer cancer, heart and kidney disease medicines. I did speak with the CEO about the quarter and he expected tariff impact on pricing weight loss drugs as well. I also asked about the company's recently announced $50 billion investment to expand manufacturing and research here in the US.Listen, the innovation in this country is tremendous. uh the US is leading uh the world in biioharmaceutical uh innovation and I think ...

We are getting some uh news on the end of these China US trade talks. Let's get to Megan Cassella. Hey Megan. Hey Carl.So that's right. The talks have ended now in Stockholm and the Chinese have been speaking with reporters. This is Chinese Vice Premier Lee Ha Fang who's the top trade negotiator been in these meetings.Speaking through a translator according to the Reuters wire. He says the two teams continued to make use of their consultation mechanism, that they had candid, in-depth and constructive discus ...