AWS AI Strategy & Growth - Amazon's AWS is addressing investor concerns regarding slower growth compared to rivals in the cloud and AI unit [1] - AWS acknowledges supply constraints as a significant factor impacting growth [2] - AWS is focused on ensuring data centers, power, and compute capacity are available to meet increasing customer demand for AI [3][5] OpenAI & Bedrock Partnership - AWS has integrated OpenAI's open weight models into its Bedrock service, offering customers more model choices [6][7] - AWS emphasizes the importance of model choice, allowing customers to select the best model for their specific needs [7] - AWS highlights the low price point of the OpenAI models available on Bedrock [7] AWS Competitive Advantages - AWS aims to improve utilization to offer customers the best deals [8] - AWS emphasizes stability, availability, and security as key differentiators in its AI offerings [9][10][11] - AWS prioritizes security, ensuring customer data is protected and inaccessible to AWS within the Bedrock environment [11][12] Project Granier & Custom Silicon - AWS is building Project Granier, a large AI supercomputer based on its Trainium 2 chips, with Anthropic as a flagship customer [13][16][17] - AWS believes Project Granier is a pivotal moment, demonstrating the performance of its silicon and potentially attracting more customers [14] - AWS is investing in custom silicon to provide better performance at a lower price, aiming to make AI more accessible [15] - Project Granier will consist of hundreds of thousands of Trainium 2 accelerators across multiple US data centers, becoming the largest AI cluster supercomputer available [17]

All three major averages finishing in the green today. The NASDAQ up 1%. Our next guest is warning of seasonal weakness ahead for the stock market.But could strong earnings reverse the usual August malaise. Well, let's bring in RBC Capital Markets head of US equity strategy Lori Calvacina as well as region's wealth management CIO Alan Mcnite. It's great to have you both here.Alan, you're sitting here on set with me. Welcome. Let's start this conversation.What do you think of markets here. What would you be ...

Market Outlook - The market structure suggests a potential 5% pullback to around 6100 on the S&P, offering a buying opportunity [2] - Cracks are appearing under the surface, particularly in consumer-focused names like transports, retail, and restaurant stocks [4] - Credit spreads are potentially too tight and may widen, correlating with weaker ISM employment data, suggesting risk in cyclical versus defensive trades [8][11][13] - Blowout earnings from megacaps like Meta and Microsoft haven't translated into sustained buying enthusiasm, indicating potential profit-taking [9][10] Sector Analysis - Semiconductors appear vulnerable, with software potentially outperforming them in August based on the last five years' performance [5] - Transportation stocks' underperformance hasn't significantly impacted the overall index [9] Risk Factors - A significant widening of credit spreads alongside a rising equity market would be a major concern, reminiscent of 2007 [12]

Today, cryptocurrencies are back in the green as Bitcoin reclaims the $115,000 level. And Wintermute CEO weighs in on a new statement from the SEC that says certain liquid staking activities do not constitute the offer or sale of securities. Welcome to CNBC's Crypto World.I'm Talia Kaplan. Major cryptocurrencies and stocks are in the green today as investors analyzed the latest batch of corporate earnings following a negative session on Wall Street yesterday. Investors of course have been grappling with the ...

You pitched to a lot of investors before you got backers. 167. Yeah.What was the hardest part about getting investors on board. And what would your advice be to other small business owners who are trying to navigate that fundraising process. You know, we're a complicated business because we're not one linear thing.There's so many single skew brands, which the VC community love that very predictable single skew brand. We're doing food, we're doing beauty, we're doing household goods. We're doing a bunch of d ...

Here to discuss star Wedb Bush analyst Dan Ies and CNBC tech correspondent Steve Kovac. It's good to have you both with us. Dan, you first best day for the stock since May.Is this in fact the start of something bigger. Look, I mean it removes clearly a big overhang in terms of the view Apple and Cook were on the wrong side of Trump, right. I mean they were on the bad side relative to over the last few months.So it's taken that that sort of lift here. you know, in terms of tariff exemptions, you you play nic ...

In half a trillion. Take that in. It's in talks with investors around a potential employee share sale.Mackenzie Sigalos digs into this for us in today's tech check. Mac. Hey there.Morgan. So I spoke to a person close to deal talks, and we know that the secondary will be bigger than that $1.5% billion. The amount of equity involved in the last employee share buyback.Now, part of why we're seeing that floor rise is simply timing. So OpenAI has a two year hold rule. As more time passes, more employees are elig ...

All right, thank you very much, Rick Santelli. Let's turn to the equity markets. Value stocks are greatly underperforming growth names.Since the recent market bottom on April 8th, the Russell Growth Index has outperformed the Russell value index by more than 20 percentage points in just the past four months. So, how are value investors supposed to survive in this hot growth driven market rally. I heard it described as growthy.I thought that was really great. Joining us on set to discuss is Chris Croanti, th ...

Market Volatility and Options Pricing - Options market volumes have surged in recent years, but the VIX (CBOE Volatility Index) has returned to around 16, suggesting relatively cheap options given existing risks [2][3] - Suppressed correlations between stocks, as indicated by the SIBO correlation index in the teens (historically 40s-50s, crisis periods 90s), are contributing to lower volatility [3][4] - The current divergence between headline risk and options market pricing presents opportunities for investors and traders [5] Options Strategies and Risk Management - The options market is suitable for risk management, particularly through option income strategies (e g, covered calls, cash-secured puts) to reduce risk and generate monthly income [7] - Hedging strategies, such as buying protection (e g, purchasing insurance), can reduce risk independently of future correlations [8] - For option income strategies (selling options), shorter-dated expirations are preferred to capitalize on time decay [9] - For hedging strategies, longer-dated puts can be used to protect against market drawdowns [10] Speculative Activity - Increased volume in the options market is partly driven by speculative activity, such as lottery ticket buying through calls on meme stocks [6]

Supply Chain Disruption - Tariffs, initially at 145%, disrupted the Halloween item supply chain from China [1] - Shortages are expected by mid-September due to reliance on existing US inventory [2] - Some products were not imported due to exponentially high costs [2] Cost Impact - A 30% tariff is imposed, reducing funds available for importing more products [3] - Storage fees are incurred daily, increasing warehousing costs [3] - Price increases may make products too expensive to sell [3] Business Operations - Growth has been significantly hindered by tariffs [4] - Potential scrapping of products due to high costs [4] Consumer Behavior - Consumers are expected to visit stores despite the tariffs [4] - Anticipation of reduced purchase volume due to higher prices [4]