you're right uh to point to the one thing if you look in the numbers one of the points of weakness of the numbers was construction spending and it was construction pretty much all all around and I think that a huge amount of it was related to people waiting for the passage of the big beautiful bill uh the bottom line is that if you're building multif family uh housing uh then you're going to get a much better depreciation if you're building a factory you're getting 100% expensing and so there's a lot of rea ...

Acquisition Overview - Palo Alto Networks is acquiring Cyber Arc for approximately $25 billion [1] - Cyber Arc's stock price remained relatively stable after the announcement, while Palo Alto Networks' stock decreased by about 7% [1] - The deal is largely stock-based, with only about $45 in cash per share [6][7] Rationale for Acquisition - Cyber Arc specializes in identity security, which is becoming increasingly important with the rise of AI agents [2][3] - Cyber Arc addresses the need for AI agents to verify the identities of other AI agents to prevent fraud or unauthorized actions [3] - Palo Alto Networks lacks a strong identity security component within its platform, making Cyber Arc a valuable addition [4] M&A Market Trends - The market is seeing a surge in M&A activity, including Baker Hughes buying Chart Industries for $135 billion and Union Pacific's potential acquisition of NSX for $72 billion [4][5] - High equity prices are making stock a favorable currency for companies to use in acquisitions [5][7] - The Palo Alto Networks-Cyber Arc deal suggests a trend of larger tech companies acquiring specialized cybersecurity firms [8] Cybersecurity and AI - The cybersecurity sector is drawing parallels to the energy sector, with AI foundational models (LLMs) likened to oil, and cybersecurity services likened to oil field services [9] - Companies are expected to acquire infrastructure to support AI development [9]

All right. So, folks, you may not care about the Federal Reserve or interest rates, but you may want to buy a home. And what the Fed does could influence the bond market, which could influence mortgage rates.And guess what. We got new numbers on pending home sales for the month of June. Diana Ols.>> Well, Brian, pending home sales in June dropped just less than 1% from May and we're down 2.8% from June of last year. These counts are based on signed contracts for existing homes. So, people out shopping in Ju ...

what we can expect today in the meetings ahead. Joining us, Stephanie Roth, chief economist at Wolf Research, along with Larry Adam, chief investment officer at Raymond James, and Andrew Scizarowski, strategic income portfolio manager at Morgan Stanley Investment Management. I think that is full team coverage.Andrew, we'll begin with you. What is your expectation from the Fed today. And more importantly, what do you want to hear them say.>> No, thanks for having me. I think look the expectations are low for ...

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People may not remember the turnaround, legendary turnaround that York traded at Chipotle. Where are you versus Chipotle. I know that's tough comparisons to Odius, but what a turn that was.You see anything coming like that here. You know, look, here's what what I believe is uh I'm happy to say we're definitely ahead of schedule on fixing the operational uh foundation. That's what gave us the confidence to go ahead and put it into all stores this year.And uh you know my experiences have been over and over ag ...

today Apple Amazon tomorrow. But we have bigger things to discuss before we get to that. Weiss.The pause that refreshes or is some consolidation in the cards again, I mean, when you've got 24 days, almost a month without a 1% move in either direction, that sort of gives you an idea that there's been a resting period in place for this market. What breaks it up. >> Well, look, I think it's necessary to have the perspective of what happened up to that point and up to that point.Early on, you go to April. We ha ...

Hey, Brenn, final trades. What is yours. Dell.Strong momentum. Joe should own it. Strong fundamentals.Earnings don't come out to August 28. I think the stock creeps up to its all-time high. Joe, trade web.Strong momentum. We own an ETF. Excellent earnings report.You don't want to own Dell. When Binn owns the ETF, I'll own Dell. Oh, okay.That's a trade. That's a final trade. Farmer Jim, don't have to make it very hard.Alphabet. Okay. and Steve Wes outlet also.I was there first by the way. Okay, great stuff. ...

All right, welcome back. How about this. BCA Research today talks about crypto equities.It's our call of the day. They said use pullbacks to build long-term positions and they mentioned names like Circle, Coinbase, E Toro, and Bin's Robin Hood. So, Bin, you own Robin Hood.They're going to report today after the bell that stock is up 422% in a year, which means Jim Leventhal would have sold it a long time ago, obviously. What about you. What do you do.Yeah. So, I started buying the stock I guess in just mayb ...

All right, Weiss has some moves. Maybe this first one won't surprise anybody. You You sold UNH.Yeah, as I said, I I I sold um I had to stop one. So, I stopped selling it at 287 and it went uh 267 rather and it went straight through. You defended it numerous times. You bought more on numerous occasions.What finally changed your mind. I just think it's going to be dead money. I think the management's doing all the right things.Um I have a very small position left. Not because I wanted to, instead because it w ...