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Wilkerson: We’re still in a soft freight market
CNBC Television· 2025-08-07 12:01
take us through the results and and what exactly they say about the state of freight and the state of transportation in this country visav trade and tariffs. >> Well, we're still in a soft freight market and if you look at demand is still down versus where we were at in 2019, but we've got several things that are unique to RXO. The first thing is if you look at gross profit per shipment, that increased by 7% sequentially.It's the largest increase that we've had in three years. The reason that this is so imp ...
Kilburg: If you weren’t invested, there have been consequences
CNBC Television· 2025-08-07 12:01
Jeff, I wonder what you make of the price action that we are seeing in the face of this new fresh round of tariffs. >> Well, Dominic, it's been over a week since we've had a new all-time high in the S&P 500 and the NASDAQ. So, why not.But you're absolutely right. You're seeing some enthusiasm. It's in essence, you're seeing Apple, which was the lagard of the MAG 7 finally find some enthusiasm in the wake of their earnings call when they talked about potentially making some AI acquisition.And Apple is that, ...
Apple and Trump detail $100 billion U.S. spending expansion: Here's what to know
CNBC Television· 2025-08-07 11:52
Eastern and streaming on CNBC plus. >> Apple revealing an additional $100 billion investment in the U.S. CEO Tim Cook joining President Trump in the Oval Office for that announcement. And Steve Kovach joins us now with more people are saying 600, but 500 was already committed to 500 already.But this isn't another. It's an. >> Additional and I think it's important to talk about what this money is and what this money isn't.So the real solid protein that we have out of here, guys, is $2.5% billion going to Cor ...
Ferguson: Confidence bounced back, but it’s still in the caution zone
CNBC Television· 2025-08-07 11:50
Is confidence actually increasing right now. >> Well, confidence increased off of a a dramatic drop in our last survey, but I would say it's still in the caution zone. You know, it the reading was 49.Anything below a 50 on this index is negative. So, I'd say confidence bounced back, but I would say it's still very much a caution zone for CEOs right now. Roger, what exactly has been the driver or what has been the I guess biggest influence on that confidence number, the confidence read that we are seeing.>> ...
How major chip names could mitigate the effect of Trump's seminconductor tariffs
CNBC Television· 2025-08-07 11:43
Good morning to you Dom and and that's a great question. There's a lot to unpack here. What we know is that President Trump has said that companies committed to building the US won't have that tariff charge. What we don't know is is the following.Will the tariffs apply to the raw chip itself or the end product like the phone or the laptop that's uh the chip is inside. How much investment will firms need in the US to avoid the tariffs. And how much of the product actually needs to be made in the US given the ...
Caplan: Globalization is here to stay
CNBC Television· 2025-08-07 11:39
All right, those results that you just put out there, what exactly stood out to you as you as you looked as a chief executive on the quarter that was, what exactly was the main driver for those results that you had in this past quarter. Yeah, our exceptional results are really the result of the resilience of the 2 million customers we serve around the globe. in 190 countries and territories exporting their goods and services.We saw, as you said, 16% revenue growth, 37% revenue growth in our B2B segment, 25% ...
Uru: Uncertainty is now starting to dissipate
CNBC Television· 2025-08-07 11:36
The markets right now are in an interesting position. I mentioned that they're on edge because everyone's waiting to see what happens with these tariffs, but things have been generally positive. This last week aside, we're still not far away from record highs.Does it mean that the markets don't really believe the tariffs are going to have as big of an impact as maybe some people think that we they will. >> Yeah, good good morning, Domin. It's great to be on the show.You're dead right. We're now we're now 5 ...
Firefly Aerospace prices shares at $45, above the expected range
CNBC Television· 2025-08-07 11:31
Wait for this opening trade today. Firefly Aerospace pricing shares in its IPO at $45 a share. That was above the range uh that the company had already uh lifted this week.The stock set to begin trading at a valuation of about $6.3% billion. The company that is Firefly creates lunar landers, rockets, and space technology. It won a 177 million contract with NASA last month, and the company CEO is going to join us in the next uh hour first uh on CNBC.President Trump plans to sign an order today that aims to a ...
5 Things To Know: August 7, 2025
CNBC Television· 2025-08-07 11:12
Five things to know ahead of today's opening bell. Toyota says it expects a nearly $10 billion profit hit due to President Trump's tariffs on cars imported to the US. That's the highest forecast yet by any company.Toyota's finance chief said the total includes fallout that suppliers are facing. Profits at Elf Beauty fell 30% in the company's fiscal first quarter. Duties on Chinese imports beginning to affect the cosmetic industry's bottom line.Softbake reporting a $4.8% billion rise in the value of its visi ...
Corporations are growing into their multiples, says Defiance ETFs CEO Sylvia Jablonski
CNBC Television· 2025-08-07 11:10
Market Valuation & Earnings Season - Market multiples are considered high but justified by the market's resilience and strong corporate performance [1][2] - Approximately 80% of companies have exceeded EPS expectations, and 70% have surpassed revenue forecasts, indicating corporate growth supports current valuations [2] AI Investment & Future Technology - AI is seen as a significant driver for market growth over the next 5 to 10 years, influencing areas like quantum computing [3][4] - Major tech companies like Microsoft and Amazon are heavily investing in AI co-pilots and cloud AI services, suggesting future revenue expansion in these areas [4] - Investment in hardware by companies like Microsoft and Alphabet signals a focus on future technologies beyond AI, such as supercomputing and quantum computing, with potential 30% to 35% CAGR [5] Quantum Computing - Pure quantum computing companies are experiencing substantial revenue growth, with IonQ reporting an 80% increase and D-Wave a 500% increase [6] - These quantum computing companies are becoming more commercial, demonstrating tangible results and value [6][7] Defiance ETF - Defiance ETF's name originates from the founder's family history, specifically their heroic rescue of Jews during the war [8]