Um, let's dig into the huge capex forecasts from this week as well as tonight. Joining us on the phone, Gene Munster, Deep Water Asset Managing Partner. Gan, great to have you with us.I want to pick up uh where Kate left off with that statement from Andy Jasse about capex and how that capex will be deployed. Is there some fear that the 200 billion it's not it's not a pure let's seize the moment in AI. It's let's also spend on robotics and you know orbital satellites and all sorts of other things.Well, Googl ...

We're joined now by Bill Harris who is the CEO of Evergreen Wealth to talk a little bit more about how do you plan for taxes when it comes to your portfolio. Bill, thanks so much for joining us. >> Hey, it's terrific to be here.Thanks. >> A lot of folks are looking at their 2025 returns trying to get them prepared. Not that they really want to do that, but they are looking at them and they're trying to figure out, okay, I'm hearing a lot about this is going to be the biggest tax refund season ever.Is that r ...

You know, I have to ask you this. What do you want out of the quarterback position. >> I think again it comes down to that consistency word.You want you want somebody that you can, you know, be consistent with. And, you know, we've got a young player in Michael Penn, uh, who I think everybody in the organization feels strongly about going through a rehab process. and his ability to be able to stay healthy uh is going to be critical for. ...

the amount of different things that you can do and and take a like in the scouting world uh the evaluation of you know what we used for such a long time at the combine was the ability to take these times and see how they translate to success. You know you can use telemetry right now and and onfield play speed of what that you know maybe that's in a short space of you know 10 15 and what what actual play speed translates to you know 40 yard dash time. So, we've always had this idea of, well, he plays faster ...

Look, you had a very long career. You were playing into your 40s. How difficult was it for you to actually make the decision.You know what. It's truly time for me to walk away. >> I love the game so much.Uh that was the most difficult decision ever because I I wanted to play forever at if a team would call me today and say, "Hey, look, we got a a opportunity for you uh a roster spot or something like that," I would come out of retirement. I just love the game just that much. ...

I gotta ask you your thoughts then on the Brandon Iayuk situation of this year. Does how does that strike you. >> Uh I was surprised by it.Uh I have had conversations with uh Brandon Iayuk. I thought he was that missing piece of the puzzle uh that he was going to be able to stretch the field and and do all of those things, but I guess it was not in the plan. >> Do you kind of understand what happened there.>> I don't No, I don't get into all of that stuff. You know, it it's like you want to be here or you d ...

that quarterback position as a sort of an open competition at this point. >> Is that your call to make. >> No. No.So, this is something, you know, Kevin, myself, and and Ian getting together in the next few weeks. Ian's been on the job less than 5 days. Uh getting together in the next few weeks talking about what the what the best path forward is.Michael's obviously coming off an ACL. Kirk obviously restructured some of his contract uh prior to to the season ending. So, we've got decisions that are going to ...

OpenAI now improving its coding offer amid really fierce competition with rival Anthropic. They're launching what they say is their most capable coding model today. The technical name GPT 5.3% Codeex.They say it advances performance and reasoning. They claim it's 25% faster. Also say it sets a new industry high on certain benchmarks.This morning though, OpenAI also made a massive push into enterprise with this platform for Fortune 500 companies to basically manage AI agents. There has been a lot of one-uppi ...

Sanctions are meant to choke off oil supply, but a hidden fleet is covertly keeping prices lower than they should be. The shadow fleet is a concealed network of tankers that moves sanctioned oil. The vessels operate by obscuring locations, routes, and even ownership.This keeps elicit crude flowing despite enforcement pressure. The shadow fleet can also be referred to as the dark fleet because the vessels turn off their locations to hide their illegal activity. That could be going to a port to either fill th ...

So, you hit it right with Kyle and John, and there's been now many years of success with that. You talked about how having a GM and a coach on the same page is so important, but it strikes me that again from an organizational standpoint, there is a bit of a risk involved when you're taking two people with two distinct jobs on at the same time and they're joined at the hip. And the problem would be if one if if if player evaluation struggles and coaching is strong or the or vice versa because then I think fr ...