CEO Confidence & Economic Outlook - CEO confidence rebounded to roughly neutral, climbing 15 points to 49 from a low of 34 last quarter, following tariff announcements and tax bill resolution [3] - Geopolitics is the number one issue for CEOs, followed by cyber risks, with tariffs slipping to number three [5] - Despite clarity on tariffs, concerns remain about higher costs and potential impact on bottom lines for retailers [6] - Companies are negotiating within the supply chain to spread tariff costs, with some costs potentially passed on to consumers [7] - Unemployment remains low at 42%, and CEOs are not planning significant layoffs [9] Strategies for Cost Management - Companies are exploring AI as a potential boost for productivity to offset cost increases [10] - Negotiations and some price increases are being implemented to address cost differences [10] Trade & Tariffs - Increased clarity on trade, with some frameworks established with major trading partners, has contributed to improved CEO confidence [3] - CEOs are reacting to the expectation of ongoing tariffs and potential trade deals [8]

So joining us now on set to discuss her strategy for these names is Jessica Insk, the director of investor research at stockbrokers. com. Jessica, a huge week for all these names.Uh let's start with Apple just because I'm from DC and that move with the president this week was so interesting. What do you think Apple was able to gain here. Yeah, absolutely.Well, I I think overall with these names, I'm seeing that the rally is really narrowing towards technology and actually these names have three things in co ...

Market Trends & Crypto Performance - Executive order clears path for crypto in 401(k)s, boosting Ether and XRP [1][2] - Bitcoin dipped by more than 0.5%, trading above $116,000; Ether climbed nearly 3%, approaching $4,000; XRP jumped more than 5% [3][4] - For the week, Bitcoin climbed about 2.5%, Ether rose a significant 12%, and XRP jumped nearly 7% [4][5] - CleanSpark shares are down around 7.5% despite reporting record revenue last quarter, driven by Bitcoin mining [5] Company Financials - CleanSpark reported net income of over $257 million compared to a net loss of $236 million a year ago [6] Expert Analysis & Market Outlook - Crypto market consolidating after a strong run, with Bitcoin showing strength around $110,000, indicating buying interest on dips [8][9] - Positive signs include gold and Bitcoin picking up as equity markets show near-term topping, though crypto remains vulnerable to stock market movements [10] - Administration support for crypto is significant, with potential for crypto inclusion in 401(k)s having a huge long-term impact [12][13][14][15] - Market anticipates a likely 25 basis point rate cut, with potential for a surprise 50 basis point cut, which could weaken the dollar and benefit assets like Bitcoin and gold [19] - Key factor for the remaining year is the potential entry of large players, countries, governments, and sovereign wealth funds into the crypto space [20] - Rotation into ETH and ETH-related assets is a normal catch-up trade after Bitcoin runs, with anticipation for the next "bite" of Bitcoin by September [21][22][23][24]

Early estimates from a top retail analyst are indicating a more subdued back- to-school spending season that sees shoppers searching for value and sticking to the necessities. Though she does see a slight uptick in spending from 2024. Joining us now is that analyst Telsey Group chief Chelsea Advisory Group chief research officer and CEO Dana Telsey.Dana, it's great to speak with you today. Great to see you too. Thank you so much for having me.Okay. The fact that we're that you're expecting at least a little ...

Geopolitical Landscape & Negotiations - A summit between President Trump and Russia's President Putin is tentatively scheduled for the end of next week [1] - The UAE is potentially the front runner to host US-Russia talks [2] - The negotiations may exclude Ukraine (Zalinsky) and potentially the Europeans [4] Sanctions & Energy Policy - Anticipation exists that US-Russia talks could lead to sanctions relief, but European authority over energy sanctions is crucial [5] - Europe's commitment to halt Russian oil imports by summer 2022 led to US concerns about market disruption [6] - The US implemented price caps to facilitate the movement of Russian oil to countries like India [7] - India's Russian oil imports have increased by approximately 1 million barrels per day since the start of the war [8] - The US is considering higher tariffs on India if it continues to import Russian oil, creating a point of contention [9] - The Europeans have implemented the most significant energy sanctions [11] Trade Deals & Market Impact - A trade deal with Europe includes $750 billion of US energy purchases over three years, potentially displacing Russian energy [11] - Crude prices are rangebound and down due to anticipation of talks rather than immediate tariff announcements [9][10]

Scott Nolan is the founder and CEO of General Matter, a venture-backed company that with the blessing of the Department of Energy just broke ground this week on a new private venture at the very same facility. Nolan is also a partner at Founders Fund and he joins us now. Scott, it's great to speak with you.Thanks for having me on. So, let's start right there because this is going to be the first in the US privatelyowned and operated uranium enrichment facility. How is this going to work.So yes, earlier this ...

Joining me now is Deepwater Asset Management's Gan Monster. Gan, great to see you. We kind of uh are hiding the uh the lead here in terms of what big tech stock in particular you think GPT5 is going to make a difference for.Do the big reveal. >> It's Apple Aman. And the reason is that uh ultimately that the company's just not getting the credit for what they're doing in AI.And I'll take a quick step back here when we look at the context of what Sam is announcing today versus what it means to Apple and Apple ...

for more now is David Zervos. He's the chief market strategist at Jeffre and a CNBC contributor. David, I wonder, you know, knowing the president and how he operates the way you do.I wonder if you think that the president is getting some leverage here by nominating Myin just for that temporary position until January. Does the president then have leverage over him. Even though Myron is is a Trump guy, you know, he's going to if he wants the job permanently, he's going to have to watch how he votes, won't he. ...

Market Analysis and Investment Strategy - Historically, value stocks outperformed growth stocks, and small-cap stocks outperformed large-cap stocks until the 2008 financial crisis [2] - The S&P 500 is no longer a broad-based market index, with the top 10 stocks accounting for 40% of the weight and the top 250 stocks accounting for 90% [4] - There are signs of euphoria in the market, with the cyclically adjusted price-to-earnings ratio higher than it has been 98% of the time, approaching tech bubble peak [4][5] - Younger investors are following momentum strategies, piling into what's working and driving it higher [6] - Despite concerns about overvaluation, the market can continue to rally even after warnings of irrational exuberance [7] Tariff Impact - Smaller companies generate most of their revenues within the United States but are still exposed to tariffs through reliance on foreign manufacturers [9] - Larger companies may be better equipped to handle tariffs by absorbing costs or passing them on through price adjustments [10] Stock Recommendation - Grant Wealth Management likes Verizon, a large-cap value stock that pays a generous dividend and has been increasing it every year for the past 18 years [11][12] - Verizon has 40 times the revenue of Palantir and sells for nine times earnings, while Palantir sells for 285 times earnings [14] - It makes sense to pay for growth, but there is a point where it no longer makes sense, making Verizon a more attractive option [13][14]

Joining me now is Paul Christopher. He's head of global investment strategy at Wells Fargo Investment Institute. Great to see you.Thanks for being here, Paul. The question for you is uh I guess two things, right. One is why has that trend flipped.And two is how long is it going to last. >> Well, yeah, this the second question, that's your $64,000 question, but let me take a tackle the first one first. Uh we it's not unusual during a rally to see the market pause for a time when they start to get evidence of ...