Welcome back to halftime. It's time for [music] final trades. Rob, you're up first.Vista Corp, BST, it's pulled back 25% over the last few months. We continue to be overweight based on the great secular growth opportunity in data center and our view is the biggest bottleneck in the ecosystems energy. >> Weiss, you're up next.>> What was that. What was that accent. Ver.What was the accent. >> It's a Pittsburgh accent. A city of winners.>> I'm going with Lidos. >> Lidos. haven't talked about for a while, but ...

We all know that if you weren't invested in technology in the last 5 to seven years, you were going to miss 70 70% or 75% of the performance of the markets in the public markets. So, uh that's a missed opportunity, but what we're seeing them quickly adopt to is the AI generation. Everybody is focused on it.>> How are they investing. >> Well, they're all >> applying it to their businesses. >> Yeah, exactly.They're seeing an an unbelievable wave of technological development. So, it's not I want a piece of ope ...

Mackenzie Sagalas joins us this morning with that story. Hey again, Mac. >> Hey, good morning, Carl.Amazon's massive round of layoffs last month. More than 14,000 jobs hit almost every corner of the business. But new filings revealed that the deepest cuts came in one place, engineering.My colleague Annie Palmer out with a story this morning digging into warn notices filed in New York, California, New Jersey, and Washington. Those are legally required disclosures that companies have to file with state agenci ...

Joining us now is Bill Nyron, partner portfolio manager and US CIO at Harris Oakmark. His fund's top holdings include Alphabet, Cityroup, and Warner Brothers Discovery. Talk too much about that already, Bill.I don't know, but we can if you want. Let's start with Google. We just had a long conversation about it with uh Brent Th who covers it, but you know, it's been a long time part of your portfolio.Obviously, I would assume you're very happy you own it, although you may have trimmed a little bit. You sad a ...

Let's get the opening go here in the CNBC real time exchange [cheering] and look forward fidelity during the honors NASDAQ sector associates fintech as we see Brett Billings. So what you're saying you don't trust it. I'm saying it's not worth it's not worth going in [cheering] you don't buy up after after a a terrible overnight after a close yesterday after you have so many people need to raise cash.Raise [cheering] your cash. I'm not saying today's a bad day. I say that see what you want to buy.I am saying ...

David. So before bouncing off session lows this morning, Bitcoin was pacing for its worst month since the crypto collapse of 2022. More than $2 billion in leveraged crypto bets were wiped out in the past 24 hours.And the big institutional buyers, at least so far, have not been stepping in. US spot Bitcoin ETF saw their second worst day of outflow since launching nearly two years ago. And this isn't just a knock-on effect from macro headwinds and concerns that we won't get a Fed rate cut next month.The sell- ...

We've Greg and I have been doing this for 30 to 40 years and we walk into each other's office every week and say, "How did we not know about this company? How did we not know? How did we not know Bob?" >> Even you're discovering wealth that you didn't know about. >> Every weeking I mean there is so much hidden quiet wealth in this country. >> And it's not in some glamorous industry is rarely is it. >> Rarely is it.And the most impactful best I mean nobody knew an enterprise runner card 15 years ago. the but ...

I do think mildly restrictive policy is very appropriate right now and um you know and that makes me hesitant as I look forward to think about what the next policy moves should be. Of course, I don't make decisions before the actual meeting. There's still new data coming in. ...

Because there are people who say the secret the secret weapon of open AI is that Microsoft could come in there really take control maybe make a few uh a shuffle at the top and the next thing you know everything that you're worried about with with Oracle everything you're worried about with Open AI is taken off the table. Microsoft does prevail and that's your scenario to get out of this situation because things tend to work out in this market. I trust the market and I think that Microsoft right now has to b ...

He gave his mom a book yesterday. Tease you a little bit out. >> Okay.Go ahead. Mr. . Warner Brothers Comcast.>> Don't forget Netflix and uh Paramount. >> Well, they have multiples. >> Yes.Uh the bidding the bids are in at least the initial first round bids for uh purchases of Warner Brothers Discovery. We of course have been talking about this for quite some time. Um Paramount, my understanding at this point.Uh, of course they they bid three times previously, ending at around 2350, 80% uh cash, 20% stock. ...