There there was a big correction in the market after liberation day which were much much higher levels and quite concerning uh across the board and there was some question as to whether they were going to be to negotiate or not. Um right now the market is is looking at some certainty and some uncertainty. Um clearly the market's driven right now by a lot of AI spending a lot of capex in technology.This is all very very good things for the US economy on trade. I think it's going to take time to see how these ...

Welcome back to Overtime. Another win for the up andcoming defense tech sector today as Andre announced it is now the third supplier of solid rocket motors for the United States. Joining L3 Harris and North of Grumman, Andrew opening a full rate manufacturing facility in Mississippi, aiming to to produce 6,000 tactical motors by the end of 2026.Per year by the end of 2026. Joining us now for an exclusive interview is Trey Stevens, Andrew co-founder and executive chairman and a partner at Founders Fund. Trey ...

Welcome back to Overtime. Hinge Health moving up by about 8%. The company did beat on revenue uh and gross margin during its first quarter as a publicly traded company.Also guided higher as well. Joining us now in a CNBC exclusive is Hinge Health CEO and co-founder Daniel Perez. Daniel, first report as a public company, uh revenue up 55% with the street expected 40.You're guiding to 41% growth in revenue at the midpoint, well above what the street expected. non-GAAP gross margin at 83% was better than the m ...

Well, Super Micro and Skywar's earnings are out. One's dropping, one's popping. Christina Parts Neville has the numbers.Christina. >> Yeah, let's start with Super Micro, the one dropping. This is an AI server assembler.Uh, for their earnings report, they came in at 5.76% billion. Uh, that was a miss with 41 cents adjusted for EPS earnings per share, a threecent miss compared to what the street was anticipated. They were hit by what analysts are saying, competition.Dell, HPE stealing some market share for th ...

Snap earnings are out. Julia Borson has the numbers. Hi, Julia.>> Hey, Morgan. Snap revenues basically in line with expectations at$ 1.34% billion dollars, but we see the stock is stock is plummeting now down about 15% this after the company reported a gap loss of 16 cents per share. That is not comparable to analyst expectations, but adjusted IBIDA of $41 million that shows a miss of the street account estimate of $53 million.The company's daily active users grew 2 million faster than anticipated to end at ...

So you and I have talked about the promise of industrial AI. We're coming off of blowout earnings from Palunteer today. Is the promise here. >> Promise is absolutely here.I mean for last uh you know I've been in this industry for more than three decades. One thing I hear now which I've never heard is customers are short of people and it sound uh you know they don't have skilled people to run their operations and they are looking for a substitute that what to do differently because you can't have more people ...

And it was another down day for the S&P 500 as investors digest weak economic data this morning. Our next guest sees volatility ahead, calling August one of the weakest months of the year, especially in post election periods, but he's not bearish. Let's bring in Carson Group chief market strategist Ryan Dietrich and our own senior markets commentator Mike Sani.Guys, welcome. Ryan, you're saying four to 6% pullback here in the S&P wouldn't be unusual yet. You're still overweight.uh tech uh and and some of th ...

Financial Performance - Amjen's adjusted EPS exceeded expectations at $62 per share, compared to the street's estimate of $529 [1] - Revenue surpassed estimates, reaching $918 billion, against an expected $894 billion [1] - The company is slightly increasing full-year revenue estimates to $35-36 billion, while the street expected $3537 billion [2] - Full-year adjusted EPS guidance is also increasing, but the midpoint is slightly lower than analysts' expectations [3] Product Performance & Market Dynamics - Osteoporosis drug Prolia's revenues met expectations, but it now faces biosimilar competition in the US [1] - Rare disease and cancer drugs showed some strength [2] - There was weakness in inflammation, excluding the drug Otesla [2] Future Outlook - The guidance includes the estimated impact of implemented tariffs but does not anticipate future pharma-specific tariffs or price adjustments [3] - Data from part two of the phase 2 obesity trial is expected in the fourth quarter [3][4]

Trade Policy Objectives - The president aims to rebalance trading relationships for greater equality [1] - Tariffs are viewed as a revenue-generating tool [2] Tariff Impact & Revenue - A 10% baseline tariff across the board could generate over $2 trillion over a long period, significantly impacting the budget deficit [2] - Current tariffs range between 15% and 30% [2] Market Adjustment - The market is gradually adjusting to a higher baseline tariff environment [3] - Progress appears to be underway regarding trade with China [3]

streaming on CNBC plus. >> We're back. Disney shares have sputtered lately.After a solid start to the year, investors will be watching the company's earnings closely tomorrow for signs of where the consumer currently stands. Jim Stuart is columnist with The New York Times. He joins us now.He's also a CNBC contributor. This is our quarterly visit. It's nice to have you, as always.>> Good to be back. I feel. >> Like we have the same type of conversation parks and streaming.Is that the whole thing this time. > ...