Uh we're starting with news that just crossed a few moments ago. Novo Nordis expanding legal action to protect patents from unsafe non-FDA approved semiglutide. And joining us now is CNBC health and pharmaceuticals reporter Angelica Peebles and CNBC's Brandon Gomez.Uh let's start right here. And Brandon, I'm going to kick this off with you. You're on set with me because we did see him and hers.They reported earnings after the bell last night. It was ugly. They clawed back to the flatline and now they're dow ...

Market Outlook - Infrastructure Capital Advisers 认为市场目前处于一年中表现较差的时期，但对市场持中性态度而非负面 [2] - Infrastructure Capital Advisers 预计标普 500 指数目标为 6600 点，并可能在年底超过该目标，但预计秋季表现不佳 [2] - 利率是判断科技股或传统经济、分红股票表现的关键指标 [6] - Infrastructure Capital Advisers 看好利率，10 年期国债收益率目标为 375% (375 basis points)，因此认为传统经济股票和分红股票将表现良好 [7] Investment Strategy & Portfolio - Infrastructure Capital Advisers 建议持有多元化投资组合 [2] - AMZA 基金（pipeline fund）最大的超配股之一是 LNG Cheniere，美国最大的液化天然气出口商，beta 值为 06 [3] - Infrastructure Capital Advisers 的 IAP 基金持有高 beta 股票，如金融股 Goldman Sachs 和 Morgan Stanley [3] - Infrastructure Capital Advisers 认为天然气是关键的过渡燃料，美国天然气比世界其他地区便宜 80% [4] - 美国总统及其团队正在推广美国出口，其他国家更容易同意购买比世界其他地区便宜 80% 的产品 [4] Risk Assessment - 大多数科技股的风险是市场平均水平的两倍，而 Infrastructure Capital Advisers 讨论的保守型股票的风险是市场平均水平的一半或更低 [7]

Streaming Business - Disney's streaming business is a key focus, especially after completing the buyout of Comcast's stake in Hulu, giving Disney full control [1] - Analysts anticipate the addition of approximately 150万 (1.5 million) Disney Plus subscribers this quarter [1] - Moffett Nathanson suggests that significant upside for Disney shareholders depends on establishing a strong growth narrative for direct-to-consumer business and executing it effectively [1] Parks and Experiences Division - Disney's parks and experiences division is the largest driver of operating income and will be closely monitored for the impact of tariffs and consumer spending trends [1] - The opening of Universal's Epic Universe in May poses a competitive challenge to Disney's parks [1][5] - Disney is investing 600 亿 (60 billion) 美元 in its parks division over a decade [1] - Morgan Stanley forecasts operating income growth for the parks division to accelerate to over 10% in fiscal year 2026 [1] Potential Deals - There is speculation about ESPN potentially announcing a deal with the NFL involving an exchange of ownership stakes [2] Stock Performance - Disney's stock has increased nearly 30% since its better-than-expected earnings in May [1]

Open AAI just announcing two new openw weight AI models. Those are models where some of the parameters around how they're trained are public and accessible. McKenzie Sagalos is here.She's got more on how this could change the AI race in today's tech check. And Mac, we're talking about not completely open source, but a little bit. And that's a really important distinction here, Becky.So, OpenAI is shifting strategy today, making its tech more accessible than it's been in six years. Because until now you coul ...

party a party in every spin. >> All right, welcome back to The Exchange, everybody. Stocks mixed after a whipsaw.Two days. My next guest says that yesterday's rebound after Friday's sell off proves that FOMO is still driving the markets. But he's beginning to question whether buying the dip is morphing into trying to catch a falling knife.For more on this, we want to bring in Steve Sosnik, who is chief strategist at Interactive Brokers. And Steve, thanks for coming in to studio. >> My pleasure Becky.>> All ...

Trade Deal Status - Wolfe Research认为与中国的贸易谈判最为复杂，因为中国是世界第二大经济体，且与美国的关系复杂[1] - 欧盟、日本和韩国对投资承诺的描述与美国总统的描述存在很大差异[3] - 欧盟将投资意向描述为私营部门的调查，没有强制执行目标的能力[4] - 日本表示相关资金是贷款，需要偿还[5] - 韩国表示相关资金将主要以贷款和贷款担保的形式提供[6] - 如果美国总统坚持获得他所期望的那种投资，这种分歧可能会导致新一轮的威胁[7] - 印度可能是近期内可以达成贸易协议的国家[8][9] - 美国总统和印度总理关系良好，俄罗斯石油问题可能不是主要障碍[9][10] Potential Risks - 欧盟承诺的 6000 亿美元可能并非实际的“签约奖金”，而是对私营部门投资意向的调查[4] - 如果美国不接受贸易伙伴的条件，可能会导致贸易紧张局势再次升级[7] - 即使已经宣布的关税生效，未来几个月或几年内仍可能出现紧张局势[8]

chips, which is a separate category because we want them made in the United States. >> Well, let's talk about this and about the semi space in general. Kristina Partsinevelos joins me now with more.Hi, Christina. >> Hi, Morgan. It's funny, when he said that you did see the reaction in the chip sector.Many of the, you know, the common names Nvidia, Broadcom, the SoCs ETF all falling today. There was one outlier and that was Intel. Intel shares are actually positive today.That's because President Trump really ...

Our next guest company makes devices for diabetes patients and has manufacturing operations in Malaysia, Ireland, and Arizona and said on a recent earnings call that their supply dynamics are an even better position now than they were just three months ago. Joining us right now to talk about how they're navigating trade uncertainty is Kevin Ser. He's the chairman and CEO of Dexcom.And and Kevin, first of all, thank you for being with us today. It's great to see you. Well, thank you for having me.It's really ...

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streaming on CNBC plus. >> Welcome back to The Exchange. According to Reuters 2025, global dealmaking has reached $2.6% trillion.That's the highest for the first seven months of the year since 2021. That upward tick, driven by some major mergers here in the United States, including Palo Alto and Cyberark, Google and Wiz and Union Pacific and Norfolk Southern. But can this deal momentum continue, and who might be next.For that, we bring in Dan Primack. He is business editor at Axios. Dan, great to see you.It ...