Tech stocks continuing to rally, powering this market to a record high on the S&P. The NASDAQ 100 hitting its own record high. Nvidia, Microsoft, Broadcom at or near all-time highs on their own.But could the market be overlooking a major risk popping up in the next leg of the AI trade. Dear Drabosa digging into that in today's tech check, what are you worried about, Dearra. Well, this is what I'm worried about.AI's next big promise is reasoning. These are models that can think through problems, make plans, ...

Peter Orszag, Lazard CEO, joins 'Money Movers' to discuss the movement in the IPO market, M&A environment and the geopolitical climate and democratic party. ...

Rostin Behnam, Georgetown University fellow, joins 'Money Movers' to discuss America's stablecoin framework, the GENIUS ACT and crypto regulation. ...

You're absolutely right. We are very much the heart of this data revolution that's fueling uh AI. Let me show you this next generation memory.And I know this is difficult to see here between my thumb and my finger, but this is HBM4. This is the next generation memory. This is going to be key in terms of addressing the generative AI models as they get larger and more complex in driving the performance requirements, the low power requirements that are needed for inference applications for chain of reasoning s ...

Welcome back to Squawking the Street. My next guest runs the largest event-driven hedge fund on Wall Street. And if you've been listening to him over the last couple of years, because he's joined us uh twice.Um well, you would have made some money. He's uh uh Matt Halbar of Pentwater Capital, $7 billion in assets. I'm referring to actually two the two times you've been here, Matt.Once was when we discussed the possibility of the close of the Twitter acquisition. You were very bullish. You were right.It clos ...

Welcome back. Despite the market nearing new highs here, the healthc care sector is one of the few groups still negative on the year. Also the second worst performer for Q2, just behind energy.UNH, United Healthcare biggest drag on the sector down 42% since the start of April. David. All right.Meanwhile, RFK's new handpicked vaccine advisory committee voting on the RSV vaccine this morning and the flu shot this afternoon. Angelica Peoples has the latest for us. Angelica.Hey, David. That's right. So, in its ...

Peter Orszag, Lazard CEO, joins 'Money Movers' to discuss the movement in the IPO market, M&A environment and the geopolitical climate. ...

Granger for the ones who get it done. >> Welcome back. A big change could be coming to your 401 K after a push from Washington to Wall Street to bring private assets to the masses.Our Leslie Picker has the story for us. Morning, Leslie. >> Hey, good morning Sarah.Obviously, this is very much in focus in the alternative asset world. Blackrock just this morning making a push out with a paper describing their plans for putting more private assets into 401 S. The firm intends to offer a target date fund with as ...

Alan Rechtschaffen, UBS Global Wealth senior portfolio manager, joins 'Money Movers' to discuss markets, catalyst to the upside and the economy. ...

insurance. Don't trust me. Trust finance com.>> Nvidia climbing about 1% after the chip maker closed at a record high yesterday, overtook Microsoft again as the most valuable company in the US by market cap. Our next guest runs an AI startup backed by Nvidia. Let's bring in Jack Hidary sandbox.AQ CEO, welcome back. Hey. Hey, David.Sitting on the intersection of quantum and AI. First on Nvidia. >> On an AI.So a lot going on. >> The push to record highs. Yeah.Is it is it justified by fundamental appetite inno ...