Phoenix Mayor Kate Gallego joins CNBC’s Julia Boorstin on the latest episode of the "CNBC Changemakers and Power Players" podcast to discuss betting on herself, landing billion-dollar chip deals, and building a "future-proof city" amid personal and professional challenges. ...

Joining me now at Post 9, Ben Snder, Goldman Sachs's senior US portfolio strategist. Nice to have you. Uh we're in a pretty good position heading into this week, aren't we.>> Yeah, it looks pretty good. Uh I think it's really important to notice amid all the talk of AI and all of the talk of macroeconomic volatility, how strong earnings have been this year. We've had 12% earnings growth in the first half of the year, the S&P 500 is out now up about 16 or 17%.So most of that has been driven by earnings. And ...

So, what can we expect from these tech giants. Joining us now is Ray Wong from Constellation Research. Ry, good to see you.So, what matters more in these earnings to the overall market that the biggest players continue to spend on infrastructure and show confidence or that they show topline growth from AI, actually revenue coming in, people paying. >> Don, you're absolutely right. what's going on right now and the big themes are in AI's question is are we in the bubble or are there more orders every indicat ...

Yeah, John, an update quickly on a story that we brought you earlier today. Mexico's President Claudia Shinebomb saying in a news conference today that President Trump has agreed to delay the deadline for Mexico trade talks by a few weeks. The Mexican president said she spoke with Trump by phone on Saturday about trade.But an administration official texted me this hour to dispute that characterization, saying there was no mention of an extension, only that both countries would work together in the coming we ...

Trade Agreement & Tariffs - A status quo agreement is expected between the US and China, delaying restrictions on rare earths and avoiding new US tariffs, protecting downside risk for markets [2][3] - Potential upside in the China trade deal could come from tariff reductions if there's an agreement on fentanyl [4] - The US is signing smaller agreements with other Asian countries to restrict China's ability to transship goods, strengthening the US position in trade discussions [4][5] - The President may be considering a 10% tariff on non-USMCA goods from Canada, which are a small and declining portion of goods, as part of negotiations [5][6] - Canada and Mexico are expected to be the greatest beneficiaries on the trade front due to the absence of reciprocal tariffs, leading to the lowest effective tariff rates [6] Deglobalization & Supply Chains - The world is moving towards deglobalization, highlighting the risk of having supply chains located outside the US [9] - Both the US and China are gradually building their own chip and rare earth industries to become more self-sufficient, aiming to avoid disruption to the global economy [9][10] - A trade truce is more likely than a broad deal with China, focusing on minor issues to maintain the status quo [7][11]

Trade Negotiations - Treasury Secretary Counselor Joe Lavorgna discusses trade negotiations [1] Government & Policy - The report focuses on the latest news regarding trade negotiations [1]

and nice to have you. You know, we're all uh or many people in the equity market certainly are awaiting concrete um evidence of use of generative AI in the enterprise. And as somebody who's consulting with so many of these kinds of companies, what can you tell us in terms of the progress being made there that is giving rise to the forecast that I just shared.>> Yeah, it's a great question. when we're working with our clients, we really are seeing these AI use cases starting to take hold. It it definitely is ...

So Rick Santelli joins us from Chicago with today's bond report. Hi Rick. >> Hi Courtney.Indeed. We had 69 billion two-year note yields at 11:30 auction. I gave it a C.Demand was pretty good. Then at 1:00 Eastern, we had 70 billion 5 years. That was a very solid auction.I gave it a B. Let's look at that 5-year. Now, as you look at a six-hour chart, right around the time the auction was buttoning up around 1 Eastern is when we put in our low yields.We've been hovering right about there. Keep in mind the two- ...

Market Focus - Google earnings are expected to be positive, particularly due to advancements in AI, including the launch of Gemini for enterprise on October 9th [1] - The street anticipates positive announcements from Amazon, despite the stock's recent underperformance [2] - Semiconductor equipment companies like Lam Research (LRCX), KLA Corporation (KLA), and Teradyne are expected to benefit from capex investments in AI [3] Company Specifics - Ben Snyder is replacing David Cen at Goldman Sachs at the end of the year [1] - Steven Star, a restaurant hit maker, will be present at Post 9 [1] Semiconductor Industry - The semiconductor sector is experiencing a strong day, with Nvidia showing gains and Qualcomm being discussed [3]

What should you be doing with your money to get ready. Well, joining us now is Charles Schwab, chief investment strategist, Lisanne Saunders. Uh, Lizanne, great to have you as always for some perspective.>> Thanks, John. >> Let let me back it up here and ask, how important are both AI spending and the idea of AI spending for this market. And I mean both capex from these big tech companies and evidence that they're showing that they're able to monetize that capex.>> Well, you know, so far so good in terms of ...