10 years ago this weekend, Google reorganized under a new parent company called Alphabet, combining its moonshot businesses with its search and YouTube businesses. Mackenzie Seagalo says more in tech today's tech check. Uh it's 10 years, but it feels like only a decade.And investors are pretty bullish going into that 10-year anniversary weekend with shares firmly in the black year to date. Even as it stares down, a DOJ remedies decision that could land any day. One that might crack the door to breaking up t ...

Joining me now to discuss all this is Anthony Chakumba, consumer sector head at Loop Capital Markets. Anthony, you look at this and so many questions. The first one to my mind is what's the balance in the retail sector of people who are passing these incurred costs on in terms of rising prices and people who are just going to eat those costs and hit the bottom line.So what we have definitely seen is a lot of price increases and retailers are being very quiet about it because they don't want to incur the wra ...

But watching what they can do with chat GPD5, not to mention any of the other platforms, do you really believe that will be the case. I I I really do believe that's the case. And why.So, uh, first, everything we do obviously at Paramount is really about empowering artists to tell great stories. And I think artificial intelligence is a remarkable tool to be able to do that. Uh, and I and you're right, it absolutely will impact every aspect of basically our business.It's going to impact our platforms. Right. ...

Count D, what's your final trade. >> Taiwan semi. Look, year to date ending July up 36%. They just reported today July year-over-year up 26%.I know it was up 5% yesterday. Should be up 5% every day. Scott.>> All right. Thank you, Weiss for not taking all the time. Kevin Simpson, >> TJ Maxx, we talked about retail was earlier.Their off-pric model thrives with the value seeking consumer. >> Wind resort sees demand good in the fourth quarter in 2026. Five price targets today alone.>> The consumer. Wow, how ins ...

So let's look at Apple then uh because it's been a huge week. It's on pace for the best week since December of 2021. Variety of reasons.Obviously Tim Cook was at the White House this week. They make this pledge of a greater investment in the United States. Maybe the tariffs on India aren't going to have as punitive an impact on Apple as they will on some other companies.The target today goes to 260 from 240. That's a buy at Melius Research. It's a reiteration.And Dan Ies, he puts out a note that says Apple ...

We need to talk about Eli Lily. Um the stock has gotten crushed. Can we take a look at these shares please under different metrics you can look at not an intraday um this week.Um maybe since let's go year to date maybe. Um so the target gets cut today to 8.95% from,50 at UBS. They say the selloff has been overdone.Others suggest that that breakd down below 700 was confirmation that the top was knocked out. May rally back a little bit, but Kevin Simpson, as you own this stock, how are you thinking about this ...

You sold covered calls on Microsoft. What is that reflective of for for part of this conversation. >> We practically sold covered calls on everything here in earning season because I just think the markets are really valued.There's heightened volatility going into it. It doesn't work perfectly in every case, but our Microsoft trade will. It'll expire next week.Worth flips. It was all premium that came in. The only one that will work against us that will get called away is Meta.We had a 30% call written on M ...

I totally get why people wish we were just a public company now. And I have very conflicted not I have like negative feelings about how much growth happens in private markets and how you know not every investor gets access to this phase of growth. Whenever we do go public if we ever go public I I I think there will be tremendous upside left in front of the company.That was OpenAI CEO Sam Alman on Squawkbox this morning discussing the company's IPO potential. Here to discuss is CNBC contributor and Fortune c ...

Content Strategy - The company's top priority is to win on content by becoming the number one destination for talented artists, filmmakers, and important sports rights [1] Technology & Streaming - The company aims to be the most technologically capable media company [2] - Paramount Plus is considered incredibly important to the company's business as a scale streaming service [2] - The company currently operates three independent streaming services on three separate tech stacks across multiple clouds, which is deemed ineffective and expensive [2] - The company plans to converge all streaming platforms onto one unified tech stack in one cloud to improve customer experience [3] Operational Efficiency - Consolidating platforms onto a unified tech stack is expected to deliver a better customer experience [3] - Unifying the tech stack is expected to reduce operational costs [2][3]

So, for more on all this, let's bring in Jason Ferman. He's a professor at Harvard's Kennedy School and a former CEA chairman himself. Jason, it's terrific to see you on this Friday.Uh, you're you're a former Obama guy, so I think our audience is going to expect that you're going to throw rocks here at Myron. So, let's start with something other than rock throwing for a second. Uh, let's start with the, you know, the most positive thing you can think of about this Myron pick.>> Uh, I don't know if it's the ...