Welcome back. Shares of Toast are down this morning despite the company beating earnings and revenue estimates. Stock had nearly doubled over the last year going into the print.Toast also just announcing a new partnership with American Express this week. Joining us this morning in an exclusive interview is Toast CEO Among U. Welcome back.It's good to have you. Thanks for having me, Carl. Glad to be here.Maybe we just start lining out some broad uh narratives that you think are important for viewers and inve ...

Welcome back. It's been a packed year for companies testing the public marketers markets and investors are liking what they've seen so far. The Renaissance IPO ETF today hitting its highest level since February 2022.Names like Figma, Coreeave, and Hinge Health all surging since making their trading debut. Can the momentum last into year end though. Our next guest led all of those IPOs and joins us now with his outlook.Let's bring in Colin Stewart, Morgan Stanley, vice chairman of global tech, M&A, and capit ...

CNBC's Megan Cassella joins 'Money Movers' to discuss the latest from Trump's trade negotiations. ...

Monetary Policy & Interest Rates - The market anticipates potential rate cuts, contingent on controlled inflation and a weakening labor market [2] - Recent data indicates a meaningful slowdown in growth and a stalling labor market [3] - Former President Trump advocated for rate cuts to strengthen America's credit rating and reduce the cost of US debt, linking monetary policy to Treasury debt management [3][4] Economic Outlook - The state of the economy and the accuracy of data are major discussion points at the Aspen Economic Strategy Group forum [1]

OpenAI now eyeing a staggering half a trillion dollar valuation after early stage talks with investors about an employee stock sale. Mackenzie Sagalos has that news for today's tech check. Hey Mac. Hey Leslie.So this deal, which would allow both current and former employees to sell vested shares, would put OpenAI ahead of SpaceX as the most valuable private company in the world and make it worth more than Netflix or Exxon Mobile, marking one of the fastest climbs to that level in tech history. Now, sources ...

company's CEO, to be able to get from the Trump administration. All right. Let's continue to talk a bit about macro and tariffs and all other things.Jim O'Neill, former UK Treasury minister, former Goldman Sachs Asset Management chairman, joins us now. Why don't we start off on tariffs particularly on this news in terms of India. You know Jim I mean it's a moving target on so many different countries, whether it's India or Brazil or others.What are your latest thoughts. >> Well, it seems to be having a go a ...

President Trump is joined by Apple CEO Tim Cook for an event touting what the White House calls a new $100 billion investment commitment by the tech giant in the U.S. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business n ...

Let's turn now to the markets as investors continue processing what all of these earnings reports mean for the broader economy. Joining us now is City Research US equity strategist Drew Pettit. Drew, um, what's your takeaway, especially as it pertains to the types of companies that are in this AI growth phase versus the rest of the market.>> Yeah. Hi, Leslie. So, the key here is having a secular or thematic tailwind in the market.When we think of the S&P 500 broadly, 50% of index market cap is really tied t ...

Welcome back to Money Movers. Take a look at shares of JLL. Today, a little bit lower despite the company posting a beat on the top and the bottom line for Q2, raising its fullear outlook.JLL did however report weakness in the industrial sector as trade uncertainty weighs a bit on sentiment. Joining us to break down the quarter is JLL CEO Christian. Christian, welcome back.It's good to see you again. >> Good to see you, Kyle. Thank you for having me.>> I'd love to cover industrial, but maybe we start with t ...

Financial Performance - Lucid achieved its sixth consecutive record quarter in deliveries and record production in Q2 [2] - Trade policies and tariffs negatively impacted Lucid's gross margin in Q2, but the company expects it to even out for the remainder of the year [2] - Lucid's adjusted IBITDA is negative $632 million, with $4.86 billion in liquidity, expected to last until the second half of next year [8][9] Supply Chain & Raw Materials - Lucid overcame challenges related to magnet availability in Q2, securing licenses for rare earth materials for the remainder of the year [3][5] - Lucid is diversifying its raw material sourcing, including changing magnet chemistry, exploring alternative rare earth sources, and sourcing from different markets [5] - While still utilizing a global supply chain, Lucid sources a small percentage of parts for Gravity and Air from China [12][13] - Lucid is increasing its resilience by sourcing battery cells from the US, with the majority coming from the new Panasonic plant in Kansas [14] - Lucid has also secured deals with graphite suppliers to ensure raw material availability for battery cell production [15] Partnerships & Future Plans - Lucid is partnering with Uber and Neuro to develop autonomous vehicles, with plans to roll them out starting in late 2026 [6][7] - Lucid is confident in its ability to integrate autonomous driving technology into its vehicles, particularly the Gravity model [7] Capital & Funding - Lucid is funded until the second half of next year and will opportunistically raise capital if needed [9][10]