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]

Apple's Investment and Supply Chain - Apple 宣布将额外投资 1000 亿美元（$100 billion）于美国公司和供应商 [1] - Apple 与 Corning 达成 25 亿美元（$2.5 billion）的合作协议，用于生产 iPhone 和 Apple Watch 的全部保护玻璃，Corning 将在肯塔基州增加 50% 的制造和工程人员 [9] - Apple 几年前就已投资 5 亿美元（$0.5 billion）与 MP Materials 建立合作关系 [10] - Apple 致力于加强其在美国的组件生态系统，并增加对现有美国供应商的投资 [6][7][9] - Apple 可能会开始投资土地或建筑物，用于数据中心和小型服务器容量，以支持其混合 AI 方法 [8] - Apple 可能会增加对台积电（TSMC）非领先芯片的采购，用于 Mac、iPhone 和 AirPods 等产品，以实现更广泛的生态系统受益 [12] Intel's Situation - 特朗普总统呼吁 Intel CEO 李彬下台，声称他与中国过去的商业关系存在利益冲突 [1] - Intel 回应称，公司、董事会和 CEO 坚定致力于推进美国的国家和经济安全利益 [2] - 本届政府与 Intel 的互动较少，尤其是在新 CEO 李彬上任后 [3] - 特朗普可能希望通过批评来促成与 Intel 的会面，以达成双赢协议，强调 Intel 在美国增加制造业投资 [4]

Business Strategy & Vision - The speaker aimed to build billion-dollar companies, viewing anything less as uninteresting [1] - The speaker perceived that team owners were not treating the teams as serious businesses with the potential for billion-dollar enterprise value [2] Investment & Financials - Initial expansion fees were under $2 million [3] - An additional investment of $6-8 million could lead to significant momentum shift [3] Market Opportunity - Strong fan base existed for US women's soccer, seeking teams to support in their local markets [3]

Let's stay on the market. Let's bring in Aerial Investments vice chairman Charlie Binscoy and HSBC chief investment officer Jose Rasco. Great to have you both here.Charlie, I'm going to kick this off with you. I'm going to pick up on something that was just touched on by Mike and John. And that is uh what we've seen so far in this earning season because we've seen this upside surprise to earnings, but there's also been this debate with a number of Wall Street strategists writing about it this week on the co ...

Fed Policy & Market Impact - The market reacts best when the Fed reacts appropriately to economic data, balancing economic risks with potential inflation acceleration from tariffs [5] - The market anticipates the Fed to cut rates, but the bond market's reaction could impact the Fed's decision [3][4] - There's uncertainty about whether the Fed will implement a strong 50 basis point cut due to the uncertain impact of tariffs [7] Economic Weakening - The economy is showing signs of weakening, including revisions to payrolls, weak construction spending, and corporate bankruptcies at a 10-year high in June [6] - Challenger layoff reports indicate economic concerns [6] Market Vulnerability & Risk Appetite - The market is vulnerable due to built-up froth and high risk appetite [7] - A Bank of America fund manager survey in July showed the fastest move up in three-month risk appetite since the early 2000s, reaching a five-month high [8] - Cash levels into July are low, suggesting built-in bullishness in a weakening economy expecting a Fed bailout [9] Investment Strategy - A more defensive posture is recommended, paying attention to valuation as highly valued stocks are being punished on slight misses [10][11] - Investors should look for less expensive stocks, selectively in defensive and cyclical sectors that could benefit from an economic recovery if the Fed stabilizes things [11][12]

S&P on track for its best week since June. Activity though under the surface suggesting stocks could be on more shaky ground. Jeff Degraphth, chairman of Renaissance Macro Research, joins us now.It's nice to see you again. You you have been pretty positive on the market. Has that changed at all.No, I I I you always want to be really careful on these calls, Scott, because it's really at the margin. It's more tactical than anything else. It kind of tells us how we want to play things.But look, we're still in ...