Joining us is Brian Reynolds, the chief market strategist at Reynolds Strategy. Brian, great to see you. It's been a while, and I I don't want to fully put words in your mouth, unless I'm saying this correctly, but you're pretty bullish on the market, broadly speaking.So, you just think that the earning season itself is going to disappoint and underwhelm the explain um all of the data points that you're watching. Bullish on financial engineering, which drives stock prices higher, but the fundamentals are ch ...

Nvidia also hitting a fresh intraday high. That's today's leader. But the recent tech rebound shows a lot of bread beyond just that name.Dear Jabosa has more in today's tech check. Dear, I also love this whole like chips for the new oil thing because a lot of us might go, "No, no, no, don't say that." Because oil's been terrible lately. We don't want it, you know, to go quite that way anyway, right.But I mean, that's the oil now. So chips are taking its place. And just as oil once powered industrial growth, ...

An early backer of Facebook and Netflix, Philippe Laffont is known as the founder of famed hedge fund Coatue. In an exclusive and rare interview, Laffont explains his investment strategy through the entire life cycle of companies. He shares his optimism for technological innovation and his belief that AI-prompted changes in business will eventually yield a new era of entrepreneurship and profits. Plus, President Trump is at the NATO summit, CNBC contributor and former Democrat politician Michelle Caruso-Cab ...

Turning back to the markets now where the S&P really close to its all-time high once again. My next guest says he was surprised how quickly the market has rebounded since the tariff announcement and warns it doesn't make sense to be back here. Joining us is Vahhan Janjigian, the chief investment officer at Greenidge Wealth Management.Vahan, welcome to you. What doesn't add up for you here. Hi, Kelly.Um, so in my opinion, the market has bounced back largely because President Trump has backed off on the tarif ...

Final traits, Mr. . Weiss, what do you got. Taiwan Semi, you know, it's on also a lot of these lists that are quality companies to buy.The future is extremely bright. They are the go-to for semiconductor manufacturing and design. Who's got AMX.I do. So, AMX breaking out above its 100 day moving average. Consumers spending and travel strong.Who's got AMD. Nvidia is not the only game in town. I like AMD here.I like the partnership with AWS for GPUs and CPUs. Watch this stop. Wow.Where's yours. Uh Jason just t ...

We want to take a look at shares of uh QXO. Um they're doing a $2 billion stock offering. They're in the bidding war, right.What's your thought. You've been in the stock a long time. The stock's down 85% from its 52- week high, right.First of all, why are you still in it. And what do you make of what's going on now with the with the news reports of this this bidding war. Yeah.And I'm not down 85%. I know you're not, but I mean, the stock is obviously making a statement. No.No, it's not what it was. So Brad ...

Barlay's wife says big tech inflows save America. Um it's helped the overall US outperformance um of late. UBS says the tech rally has legs.We said Microsoft hits a new high. Nvidia is not that far away. How do you see it. That's how I see it.I run a concentrated book and uh uh most of my book is is in big cap tech. So to me they're permanent compounders and sure valuation gets stretch stretched every so often but they eventually grow into that valuation plus they've got the best balance sheets they uh they ...

CNBC's Megan Cassella joins 'The Exchange' to discuss President Trump's visit to the NATO Summit. ...

Joe Terranova, Senior Managing Director for Virtus Investment Partners, joins CNBC's "Halftime Report" to detail his latest sells. ...

Federal Reserve Chair Jerome Powell on Wednesday said Congress should consider allowing student loan borrowers the ability to discharge their loans in bankruptcy. ...