as the best performing stock in the S&P 500 this year. With a strong week in the books, markets now turn their attention to the July CPI report coming out on Tuesday. Can the numbers derail the recent rally.Let's bring in Jack Stewart. He's the lead portfolio strategist at Natixis. Jack, great to have you with us.What are your expectations. Do we actually start seeing inflation from tariffs show up. >> You know I think if you look at the most recent prints that we've had, we're seeing signs of it starting t ...

Alphabet turns 10 this weekend, but instead of celebrating, it's bracing for a DOJ decision that could land any day and crack the door to breaking the company apart. And all this is happening while it's in a knife fight to defend its cash engine, aka the search business, from Chad GBT. The stock is trading at one of the lowest multiples in the Mag 7, about 20 times forward earnings versus peers in the 40s, despite owning some of the most valuable businesses in tech.And that's the irony. Alphabet was suppose ...

Market Performance & Trends - Gold hit a fresh all-time high, marking its 26th record settle this year, closing just under $3,500 [1] - Gold is up more than 32% this year [1] - GDX ETF surged more than 70% in 2025 [1] - Miners are almost doubling the performance of bullion [2] - Bullion is expected to break out, with a setup for typically higher prices [3] Options Market Activity - December $3,700 calls were the most active, with just under 1,800 contracts trading at about $56.5 each [4] - Approximately $10 million in premium is betting on a potential 7% upside by the November expiration [5] Factors Influencing Gold Prices - Tariffs on gold from Switzerland and potential executive orders are impacting the market [6] - Geopolitical factors, such as rhetoric between BRICS nations and the US, influence gold demand [7][11] - Multiple core elements are driving gold to $3,400 [8] Gold Miners & Operational Leverage - Analyst community is behind in their spot gold price models, with most around $3,100 and some upgrading to $3,200 [8] - Gold miners' costs have stabilized, leading to significant profitability at current gold prices [9] - Gold miners should outperform, with long positions recommended for GDX, AIO, and Wheaton [10]

We talked about golf and women's soccer and uh now track and field. Your wife is the greatest women's tennis player of all time, but I noticed no investment in pickle ball. No investment in Padell or is that how you pronounce that.Yeah, paddle. It's either Padell or Paddle depending on um you know, I looked at pickle like every investor. I got inundated with pickle pitches at the same time I was starting Angel City.And I tried telling my friends I was like, "Guys, you will make so much more money if you jus ...

AI Strategy & Market Position - Apple's AI strategy is currently "invisible" compared to other big tech companies, placing them behind in the AI race [2][3] - The industry believes Apple needs to make a significant acquisition in the AI space within 3-6 months to remain competitive [3] - Internal AI innovation at Apple is considered highly unlikely, necessitating acquisitions [5] - Missing out on the AI revolution could tarnish Apple's future and the CEO's legacy [7] - Apple's multiple is under focus because it lacks a presence in the AI sector, unlike companies like Palantir, Microsoft, and Nvidia [9] - The industry views Apple's recent WWDC event as lacking innovation, highlighting the fundamental problem [10] Acquisition & Innovation - Acquisitions are necessary for Apple to advance in AI, and these need to be significant deals, not small, undisclosed ones [6] - Acquiring Perplexity is suggested as a potential solution to gain AI search capabilities for iPhones [4] - The company has the largest install base in the world with 1.5 billion iPhones, making this a crucial time for strategic moves [6] External Factors - Concerns about tariffs and playing nice with the previous administration have been alleviated, contributing to a stock lift [2]

So, has Apple really gotten its mojo back. Bonoin, what do you say. >> Part of it. Part of it.I mean, we've It's like uh what is that that movie Gold Member where the guy lost his mojo. Um so, I I think they do in terms of them actually um kind of meeting and exceeding expectations in terms of uh service revenue, in terms of uh like iPhone and China. I think there were some positives there.I do think the overhang here is what is their AI strategy. And until we have a question, until we have that question an ...

Welcome back to Overtime. Gold got its 26th record close of the year and its best week since June. Still, the commodity gave up a chunk of today's gains after the White House said it would soon clarify reports of tariffs on gold bars.Well, let's bring in Tim Seymour. He's founder and CIO at Seymour Asset Management, also a fast money trader. Happy Friday, Tim.So, at these near highs with these politics, can gold still play a traditional role in your portfolio. My guess is people have asked this question at ...

As companies race to lead the narrative, but taking the lead costs a lot of money. Amazon, Meta, Microsoft, and Alphabet are expected to spend around $340 billion this year alone in building out data centers and developing products. Our next guest is concerned about that spending, writing in a recent op-ed that the massive amount of money being spent poses a hidden risk to the economy.The Wall Street Journal chief economics commentator Greg Ip joins us now. Greg, it's great to have you here on Overtime. And ...

Our big stock mover of the week, Palunteer. Shares soared after the software and defense company crushed earnings estimates and upped its fullear forecast for the second time this year. It was a big earnings beat and a lot of factors came together for the company.Revenue grew 48% in the second quarter and topped a billion dollars for the first time, blowing past the 940 million expected by analysts. US revenue grew 68% year-over-year. But more specifically, government revenue grew 53% from a year ago to $42 ...

Financial Performance - AWS added $16 billion of revenue quarter over quarter, indicating significant growth [1] Cloud Adoption and Potential - Estimates suggest only 10% to 15% of workloads have moved to the cloud, highlighting enormous potential for future growth [2] AI Strategy and Customer Focus - AWS is laying the groundwork for enterprises to realize value from AI, modernization, and cloud perspectives over the next 2-5 years [3] - Customers are excited about AI's transformative potential across businesses, workflows, and jobs [4] - AWS prioritizes supporting mission-critical enterprise and startup workflows to ensure customers can run their businesses and trust AWS long-term [7] Supply Constraints and Strategic Considerations - AWS acknowledges supply constraints, particularly for very large customers building large training clusters, and is working to mitigate these [6] - The industry is experiencing rapid growth, making it challenging for any single provider to meet all demands [8] - Constraints include chips, power, components, and demand [8] Partnership with Nvidia - AWS is a close partner with Nvidia, with DGX cloud running on AWS [10] - AWS adds value to Nvidia GPUs through its Nitro system, enhancing enterprise security, isolation, and encryption [12]