All right, let's get an analyst take on this with this Eli Liy story and the future of the obesity drug market really hanging in the balance right now. David Risinger is a senior research analyst at Link Partners. He just, by the way, downgraded Eli Liy just today to a market perform from a prior outperform.He also lowered his price target from $944 down to $715. Two very significant and notable moves. David, uh, we just heard Angelica's report.It basically sets you up to take us into some more detail about ...

So joining us now is Stacy Ragson, the senior US semiconductor analyst over at Bernstein. And also here with us is our own Christina Parts. Thank you both for being with us.Uh Christina, I'm going to start things off with you and just how we unpack all of these headlines coming out from tariffs to the calling of a resignation for a main Intel CEO type personality. Yeah, I guess right now it's just there's a 100% tariff, but we take it with a grain of salt. As long as companies can prove that they will or th ...

Let's do finals. Jenny Harrington, you're first. >> Great numbers.Flex LNG up 10% on the year, 12% dividend yield, 13 times earnings. >> Steph, >> Palo Alto on the bad forinet news. This is not Fortinet.>> Oo, Fortnet's getting hammered today, too. Uh, we can show that, too. Apple, you Josh.>> Yeah, I think it's uh 200. Looks like the lows are in. All right.So, I'll see you I'll see you on. ...

Welcome back to the exchange. It's the summer of dealmaking, especially across the industrial sector. In the past week alone, we've seen big mergers from the likes of Baker Hughes and Chart Industries, Amphanol and Comcope, and most notably, and I covered this pretty extensively, Union Pacific and North Norfick Southern.So, all these deals have my next guest wondering who's next within the industry. Well, let's bring in Julian Mitchell. He's US industrials analyst at Barclays.Julian, it's great to have you ...

Jane, shares of Upwork up about 11% right now on strong second quarter earnings and a fullyear revenue guidance raise. Upwork attributing the performance to AI and recent M&A activity. So joining me now is Hayden Brown, CEO of Upwork.Hayden, it's great to have you on and let's start right there. Beaten race quarter, what drove it. We had two big highlights this quarter, Morgan.One was our AI strategies across the website which are really working. This is where we implement AI solutions for our customers, ma ...

Our next guest had an advanced look at GPT5's enhanced capabilities. His company integrating that tech into their suite of enterprise tools as of this afternoon. So for more on that and how these fastmoving developments in AI will change the business world.Let's bring in Aaron Levy, CEO and co-founder of Box. Aaron, it's great to speak with you today. Yeah, thanks for having me on.Appreciate it. So let's start right there. GPT5, what are your takeaways so far.Yeah, this is a very big deal. uh and it's I thi ...

As you can see right there on your screen, the Dow taking a leg lower here. Uh, OpenAI, meantime, just announcing the next version of its flagship AI model. This is the highly anticipated GPT5. The keynote is still ongoing.Open AAI is calling it its smartest, fastest, and most useful model yet. Mackenzie Sagallows has more in today's tech check. Hi, Mac.Hey, Morgan. That's right. CEO Sam Alman is billing this as OpenAI's most reliable model yet and comparing the leap to when the iPhone went from pixelated t ...

Market Trends & Performance - Delivery sector shows strongest demand trends, with revenue growth acceleration in DoorDash and Uber [2][3] - Mobility growth rates remain consistent, particularly in rides or trips, most evident with Uber [3] - Lyft's stock underperforms due to a slight fade in mobility growth rates [3] Company Specific Analysis - Evercore ISI maintains an inline rating on Lyft, questioning its ability to sustain topline growth while improving profitability [1] - Evercore ISI raises price targets for Uber, DoorDash, and Shopify [1] - DoorDash, Shopify, and Uber are considered high-quality assets and winners in their respective categories, but not at "back up the truck prices" [5][6] - Lyft holds approximately 30% market share in the US with limited international presence [7] - Lyft's smaller scale compared to Uber makes it less attractive to autonomous vehicle (AV) partners and susceptible to immediate replication of innovations [8] - Airbnb is undergoing an investment cycle, increasing marketing spend in international markets and social media, but ROI is not expected in the back half of the year [9][10] - Sidelines on Airbnb due to high multiple and need to see acceleration in growth to justify premium valuation [11]

Well, stocks taking a leg lower as well on that 30-year auction. When it comes to the markets, though, my next guest says tariffs have not translated into meaningful inflation thus far. The real story remains earnings.Joining me now is John Porter, chief investment officer at BNY Investments, Newton. And John, it's great to have you on. I mean, we get a CPI read next week.We've heard some commentary about companies factoring in tariffs to their outlook. Do you think this is the worst we're going to get in t ...

Welcome back. Apple now exempted from some tariffs after CEO Tim Cook met with President Trump in the Oval Office yesterday and upped his investment in the US to 600 billion dollars total. For today's tech check, Steve Kovak did digs into Apple's diplomat and chief seems to be working, Steve.>> Yeah, it's definitely working. Just look at the stock. But first, let's rewind the clock back to May of this year when President Trump just could not stop talking about Tim Cook.Take a listen. >> Thank you very much, ...