Intel's Challenges and Uncertainties - Intel's stock performance is underwhelming, potentially influenced by tariff concerns and operational challenges [5][6] - Intel faces difficulties in delivering competitive products compared to TSMC and Samsung [8] - Intel's $28 billion fab project in Ohio is paused and delayed, potentially indefinitely due to demand concerns for the new 14A node process [5][7] - Uncertainty surrounding the CEO position is detrimental to the company's stock [6] Potential Solutions and Opportunities - A potential breakup of Intel could unlock value from its chip design (x86 processor) and foundry businesses [10][11] - Nationalization or government investment in Intel is suggested as a possibility, given its status as a potential national security asset [11][12] CEO and Leadership Concerns - President Trump called for Intel CEO to resign due to conflicts of interest [1] - Replacing the CEO might worsen the turnaround, as it takes time for a new CEO to become familiar with the company [9]

Is the recent momentum in Apple a sign that the long struggling stock is getting rerated. Timothy, I will start it off with you because you brought up this notion that maybe Apple is moving out of the the slump that it's been in because of this lift from President Trump. >> Although you use my my full given name, so I feel like I'm in trouble.But yeah, I think there's a chance here. I I I think it's less about the headlines, the pictures in in the White House, the the the chumminess. I think Tim Cook has do ...

Well, joining me now for more is Andrew Shannon. He runs Procure Space ETF, ticker UFO. It's one of the largest funds dedicated to the space economy.It was the first one out into the marketplace. And of course, you're also the CEO and co-founder of Procure AM. It's great to have you here. >> Great to be back.>> What are your thoughts on this Firefly IPO today that we got. It was 25 times overs subscribed. And Firefly just sort of dovetales into what we've already seen from some of the other what I would cal ...

Financial Performance - Block's Q2 adjusted operating income beat expectations by approximately $100 million, a 20% increase [2] - Block is raising its guidance by over 2%, specifically 2.4%, a significant achievement [2] Company Strategy & Growth Drivers - Block possesses a unique two-sided network with Cash App and its point-of-sale business [4] - The company has the potential to connect its ecosystem, creating a network effect unmatched by competitors [4] - Continued execution, coupled with crypto initiatives, positions Block for future growth [5] Industry Context - Block's raised fiscal year guidance demonstrates management's confidence, contrasting with other fintech companies [6] - Unlike some peers, Block is showing a true raise to the fiscal year guidance [6] Market Perception - The market reacted positively to Block's Q2 results, with shares trading up 10% [1] - Analysts anticipate continued upward movement in Block's stock [3]

Federal Reserve Policy & Labor Market - The Federal Reserve (Fed) could consider cutting rates in September if July's jobs report trends continue with significant downward revisions and softening hiring [3] - The Fed acknowledges downside risks to the labor market, making it a key driver of Fed policy and the equity market [4] - A slowdown in job creation doesn't necessarily indicate a bearish economic outlook due to a contraction in the labor force [5] - Supply-side labor is decreasing as foreign-born workers exit the economy [7] Tech Sector & Investment Strategies - Big tech remains a favorable investment area, despite software experiencing a slight downturn [8] - Investors are evaluating the sustainability of companies' competitive advantages (moats) amid AI advancements, focusing on revenue growth, user base expansion, and protection against competitors like OpenAI and ChatGPT [9][10] - The market is becoming more selective, with winners and losers emerging, requiring investors to deeply understand a company's strengths, weaknesses, and defenses against AI threats [11][12] - A stock-picking mindset is crucial, as thematic or sector-based approaches become more challenging due to exemptions granted to specific sectors and companies [13] - A factor or characteristic-based viewpoint, rather than a sector view, is recommended, focusing on companies with solid fundamentals in earnings growth and profit margins [14][16] - Sectors like tech, utilities, and industrials, despite their diverse classifications (growth, defensive, cyclical), share an AI theme and strong fundamentals [14][15] Macroeconomic Environment - The market is expected to remain in an environment of elevated tariff rates, labor force contraction, and downward pressure on supply [16]

CNBC’s Contessa Brewer interviews Flutter CEO Peter Jackson about the company’s Q2 2025 earnings, raising full year guidance, growth in iGaming and strength in the internation business ...

Hey Morgan. So block shares surging about 9% in after hours trading despite a miss on both the top and bottom line. EPS coming in at 62 cents.The street wanted to see 69 cents. Revenue $6.05% billion for the quarter against estimates of 6.3% billion. I'm seeing transaction revenue coming in in line with estimates.Same thing with subscription and services revenue. GPV that is a read on how the Cash App and Square business is doing. that came in slightly ahead of estimates 66.62% billion versus 66.32% billion ...

World, sponsored by Crypto. com. >> All right.Welcome back. Technically speaking, stocks are still in an uptrend. But that doesn't mean risks aren't lurking in the charts.Jason Hunter, head of technical strategy for JP Morgan, joins us now. Welcome back. >> Thanks for having me Scott.>> So the key area 6150 to 6200. We're at 6327 as we speak. Why are you watching that.>> So that's you know, we're the big supporters right now. The 50 day moving average. There's uptrend line support in that area.That's really ...

Federal Reserve Nomination - President intends to nominate Steven Mir, chair of his council of economic advisers, to the open seat created by Audriana Cougler's departure [1] - Nomination might be considered for the October meeting, with a very difficult outside chance for the September meeting [2] Economic Policy Implications - Steven Mir is seen as an intellectual architect of the president's policies, including devaluing the US dollar to help US manufacturing [2] - Mir is a critic of the trade deficit and believed to be a key author of the Mara Lago accords, potentially involving a 100-year bond to foreign holders of US debt in a non-interest bearing account [2] - Rethinking trade is a significant aspect of the president's agenda, and a looser monetary policy could devalue the US dollar [3]

With stocks mostly rangebound and heading into a challenging seasonal stretch, what is the best strategy right now for investors. Sarah Malik is head of New Equities and Fixed Income, CIO and chair of New's investment committee joins us now. It's nice to see you. >> Good to see you, Scott.>> So, we have an undeniable pause. Is it just that. Do we need to reverse ourselves lower or where do we go from here and why.Well, Scott, we are leading to low liquidity in late August and as you mentioned, September is ...