Company Focus - The discussion centers on identifying companies that are highly profitable versus those with revenues but lacking profitability [1] - Lam Research (LAM) is highlighted as a lucrative company in the current market cycle [2] - City upgraded LAM research from $175 to $190 [2] High Bandwidth Memory (HBM) Market - Lam Research is a key equipment provider for high bandwidth memory (HBM), which is in high demand in the data center sector [2] - Unprecedented demand for high bandwidth memory is noted [3] China Market Impact - China restrictions, potentially removing China from the equation, are mentioned [3] - Lam Research experienced a couple billion dollar hit due to China restrictions, with Tim Archer taking the lead [3] - The company is considered derisked from China, and orders continue to flow [4] Leadership - Tim Archer, previously from Novellus, is now leading the company [4]

Data Center & AI Compute Economics - Concerns exist regarding data centers as a real estate asset class [1] - Complex commitments between large tech companies and digital infrastructure providers make it difficult to trace who will ultimately pay for the infrastructure [1] - The AI compute required to fill all data centers in production or announced for production is substantial [1] - If tech companies were to profit from AI, the revenue flowing to large language models could potentially reach 120% of US GDP [1] Digital Infrastructure Supply - Skepticism exists regarding arrangements around the supply of digital infrastructure [2]

We got a news alert. This is actually big and I I wonder whether it pretends even more of this. Coinbase officially leaving Delaware and reinccorporating in Texas. Company making that announcement in a Wall Street Journal op-ed by its chief legal officer who says that Delaware's chancellor court is no longer providing companies he believes with consistency. He writes the following quote, "The choice is much bigger than Coinbase as part of a movement of businesses choosing markets with favorable regulatory a ...

Welcome back. House members return to Capitol Hill today. In a few hours from now, they're expected to vote on the Senate amended bill to reopen the government and end this shutdown.Let's get to Emily Wilkins with the latest. Hey, Emily. >> Hey, Carl.Well, yeah, you know, the House, they're expected to be back to start the process of voting at 4:00 today. Final votes probably not going to come until a little bit later around 7:00. And these are the final votes needed to reopen the government.Now, of course, ...

Let's get Kramer's Mad Dash countdown to the bell. >> One time not that long ago, Ken Lango, the great investor, uh, when Eli Liy was in the 700 billion sit. You know, Jim, it's going to be worth a trillion dollars. It may be worth a trillion dollars in a few weeks.This it's at 934 billion. uh this pill that they have for GBS1, the Trump RX, the lowering of price, the idea that you'll just be able to get it for weight loss, not not coorbidity. People are beginning to realize maybe this thing is worth far mo ...

pill that sure you can inject yourself once a month but people that people are happy taking pills like they're a vitamin supplement this would be like that it's a very big move and they have millions of pills waiting for the let's get the opening of CNBC the old time exchange and the big board is Delta celebrating its centennial and Ed Bastion's going to join us at Post 9 in the next hour lot of questions >> right I threw Delta this weekend we had a plane delay. There couldn't have been more graciousness. T ...

Day 43 of the government shutdown. House leaders are expected to vote on the continuing resolution that passed the Senate. And joining us now, House Majority Leader Steve Scaliz.U Majority Leader, it's good to have you on. Uh good morning. Thank you.>> Good to be back. Thanks for having me. >> Uh I've seen it a few times where they asked Speaker uh Johnson about it and I don't know, people run with, you know, if it bleeds it leads.And and I I guess he didn't answer. Oh yeah, it's a done deal. It's definitel ...

Our next guest is going to give us his insights on the economy, the Fed's rate path, and so much more. Joining us at the table, PIMCO's global economic adviser, Richard Clarah. He's uh former uh Fed vice chairman.Good morning to you. We got I normally I'd say, what do you think of the data, but we don't really have data. Or maybe we do.What What data are you looking at right now. Actually, >> you know, you get things like ADP on the labor market. There's something up in Boston that scrapes prices from Amazo ...

Our next guest is on a mission to take the idea of employee ownership global. Here to explain and to discuss the private equity landscape is Pete Savos. He is the co-founder co-head rather of global private equity at KKR.He could be the founder too if he'd like to be. Uh which has $723 billion in assets under management of which he oversees $222 billion to be exact. That's a lot of money.Uh Pete's also the founder and chairman of ownership works. Good morning to you. So, you've been trying to, you know what ...

Market Trends & Investment Strategies - Tax loss harvesting is occurring earlier than usual due to earlier gains, particularly in the MAG 7 stocks, prompting investors to offset taxes [1][2] - Identifying opportunities through tax loss harvesting is recommended [2] - Stocks making 52-week lows are typically low for a reason, requiring careful consideration [3] Company Specific Analysis - IBM is highlighted as a potentially undervalued AI company with a forward multiple of 25 and a 2% dividend [3][5] - IBM was added to the company's position after research [3] - Companies like Proctor & Gamble, Adobe, ADP, Kimberly Clark, Craft Heinz, and Charter Communications are at 52-week lows [3] - Chevron, Amgen, Johnson & Johnson, and Coca-Cola are mentioned as Dogs of the Dow [3] Investment Considerations - Dogs of the Dow may be "dogs for a reason," but some possess quality and good dividends [4][5] - The focus is on quality companies with good dividends [5]