The futures this morning are marginally uh higher. Joining us now, you can see 134 points on the Dow, Jason Trener, chairman and CEO of Strategus Research Partners, a Baird company. Um Jason, we haven't seen you in a while.Um were you surprised by either uh the the break in the averages leading into Liberation Day or with the the swiftness of the rebound to new highs following Liberation Day. Were you surprised by by e Did you predict either. I didn't I don't we didn't predict either.Uh and I think I was su ...

Big tech stocks in focus this morning. Reports say that Nvidia and AMD are going to pay 15% of China chip sales revenue to the US government in exchange for export licenses. Uh joining us right now is Ray Wang.He's Constellation Research founder and chairman. Good morning to you. You call this a payoff, a tax, a bribe.I don't there's a lot lot of lot of words that are being uh put out there. What is this. >> Use the eword.You want to >> What's the e word. >> Extortion. Oh, extortion.I didn't say it. Joe sai ...

>> President Trump getting ready to meet with Russia's Vladimir Putin on Friday in Alaska. Joining us now on that story and others. Former Democratic U.S. Senator Heidi Heitkamp, she's now the director of the University of Chicago Institute of Politics and a CNBC contributor.And Mick Mulvaney, former acting white House chief of staff, now Atom Strategic Advisors co-chair. And we'll talk about some of the business stuff, too. But we can start with with what I did in that intro, Senator.And I'm feeling very I ...

story though, because I'm still working through it. Today's top corporate story. Reports say Nvidia and AMD have agreed to give the US government 15% of the revenue that they generate from exporting AI chips to China.In return, the companies will receive export licenses to sell chips in China. The news followed follows a report that meeting between Nvidia CEO Jensen Huang and President Trump at the white House last week, 15% of Nvidia's revenue from selling H20 chips to China could amount to billions of dol ...

Take a look at the futures, folks. We're up about 100 points on the Dow. S&P 500 up about 8 points, seven and a half.Uh the NASDAQ up as well. Joining us right now is Carol Schlle. She's BIMO's private wealth chief market strategist.Carol, I don't think you expected that when you came on. We were going to ask you about who you think should be the next Fed chair, but you're you're you're h we're happy to have you weigh in on that or the other controversy of the morning which we've been debating about how you ...

two. The FDA's head of vaccines, we were just talking about this last week. He's returning, reportedly returning uh to the agency just uh more than a week after he departed.Uh Dr. . Vaneet Prasad left his post overseeing gene therapies and vaccines on July 30th. uh after just a few months on the job.He had been criticized in connection with the FDA's handling of that surrepta therapeutics situation with gene therapy for Duchine musculardrophe. He had also been targeted by uh online by faright activist Laura ...

Politics & Security - President Trump considering deploying up to 1,000 National Guard troops in Washington DC to enhance security [1] - President Trump planning a news conference on DC crime at 10:00 a m Eastern time [1] Trade & Economy - President Trump urging China to quickly quadruple its soybean orders to address shortages and reduce the trade deficit [2] Commodity Markets - Shares of lithium miners spiking in Asia after battery giant CL halted operations at a major mine in China [2] Entertainment Industry - Warner Brothers's "Weapons" takes the top spot at the weekend box office with $42.5 million in the US and Canada [3] - "Weapons" marks the sixth consecutive hit for Warner Brothers after a period of box office underperformance [3] - Disney's "Freakier Friday" brings in $29 million [3] - "Freakier Friday" marks one of the best opening weekends for a mid-budget comedy in years [4] Technology Industry - AOL is discontinuing its dial-up service, with the last day being September 30th [4]

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Welcome back to Fast Money. Another big week of earnings coming up. Materials, tech, industrials, and some of China's biggest names all on deck.And luckily, we've got Cohen Carter here for an old school options action look at one legacy tech stalwart. So, Carter, you've been looking at Cisco. What do the charts say.>> That's right. We got two identical charts. Let's get right to them.Cisco is a textbook instance of a stock that broke out postplunge from tariffs above its February high, checks back to the pe ...

Final trades. Tim, beware of the V crush and buy the operational leverage in the gold miners. GDX Mike.Yeah. Once upon a time, the ultimate growth stock, but now a value stock, Cisco Bono, things are so bad that they're bad. Um, resist the urge for the catch of trade in Intel Carter.GLD bold. Play it for a breakout. ...