Did you watch that animation. Wow, Robert, that that's pretty cool animation. Up uh up to $400 million worth of classic cars are going to roll across the auction block in Monterey and Pebble Beach.CNBC's dashing uh wealth reporter. Um did you go in the production of that, Robert Frank. Did you see how cool you look on that.Join us now with some expectations. I I do get to go to some greatlooking places, Joe. And we are here in Mterrey for the biggest gathering of the year. As Andrew mentioned, some of the m ...

Joining us now, Stephanie Link, uh, chief investment strategist, portfolio manager at High Tower Adviserss, as well as a CNBC contributor. And I, you know, I've learned not to ask you what the market's going to do uh near term. And it with you, you know, you're managing money, so it it it has to do with individual names and doesn't really matter what uh the overall market's doing.But would you be more cautious based on the number yesterday or simply based on the PPI or simply based on uh the August Septembe ...

Intel shares moving higher in early trading. Stock jumped more than 7% uh yesterday on a report that the Trump administration is considering taking a stake in Intel. The Trump administration had recently pressured uh the Intel CEO over his ties to China.Joining us now, Paul Argenti, professor of corporate communications at Dartmouth Tuck School uh of business. And professor, there's so many different ways to approach this. Should we have and always maintain the absolutist view that if the government owns th ...

Deepfake Concerns & Solutions - Deepfakes are a growing concern for individuals, politicians, and institutions, highlighting the need for solutions [1] - Seeing and hearing can no longer be fully trusted due to advancements in AI and deepfake technology [3] - Shawmut Digital applies blockchain principles to identity to protect users from AI fraud [1] - The company's solution involves a challenge-response mechanism to verify the identity of the caller [4][5] Blockchain & Cryptocurrency - Blockchain technology can be used for both good and ill [12] - Blockchain lays a secure foundation for stablecoins [12] - The integrity of the record is the core value of blockchain [12] - The company does not comment on personal cryptocurrency holdings [14] Target Audience & Applications - The solution appeals to public officials, enterprises, and individuals, offering different levels of protection [7] - VC firms, family offices, multifamily offices, and high-end money managers are key clients [8] - The solution addresses the "grandma scam" and potential fraud in electronic money transfers [7][10]

Meanwhile, let's talk about this corporate news. I know you have views on it. We'll we'll bat it around in a moment.I want to get I want to get Damon Javvers first and then we'll talk. I'm sure Aman's agitated. Hold on.The Trump administration reportedly considering taking a stake in Intel shares of the chip giant jumping on that news. Aiman's in Washington right now. That's Aean Javvers, of course, the one and only.And we want to get his take uh and maybe some of the details about where things stand and th ...

Five things to know ahead of the opening bell. I'm sure you assume I mean today's opening bell. President Trump preparing to meet Vladimir Putin as Mr.. Trump pushes for a truce in the war between Russia and Ukraine. This will be their first face-to-face meeting in years. It'll take place at a military base in Alaska.China's economy lost momentum uh in July. retail sales, industrial output, and fixed asset investment all coming in below economist estimates. Uh still, China reported economic growth of 5.3% f ...

Investment Moves - Berkshire Hathaway revealed a sizable stake in United Healthcare [1] - Berkshire Hathaway held approximately $1.57 billion worth of United Healthcare stock as of the end of Q2 [3] - Appaloosa added 2.3 million shares of United Health, holding $764 million worth, making it the firm's largest single stock position [4] - Michael Barry's Scion also bought over $100 million notional exposure to United Health [4] - Viking Global sold out of a $1 billion stake in United Health [5] - Berkshire Hathaway took new stakes in steelmaker Newor and homebuilder Dr Horton, and bought a new class of shares in its peer Lenar [5] Market Reaction - The disclosure of Berkshire Hathaway's stake sent United Health soaring in after-hours trading, up about 13% the following morning [2] - United Healthcare stock had previously run up to $600 a share [7] - United Healthcare stock was available at a discount, potentially around a 50% discount, below $300 [8] - United Healthcare's stock price is currently around $305 to $306, up $34 [8] Company Specifics - United Health has faced challenges, including financial news and an incident involving a top management member [10]

Welcome back to Squbox. This morning, Microsoft getting ready to implement a post-pandemic return to office policy with guidance possible in the next few weeks. That's according to a new report from The Verge, which says starting in January.So, we're talking January of 2026. Microsoft will call any employee who works within 50 miles of the company's Redmond, Washington campus into the office. You ready for this.Drum roll, folks. three days a week. That's that's the deal.Three days a week. The report says th ...

brilliantly. >> It is time. And then.Are you ready. All right, let's go with Steve. New Jersey.Steve. >> Hi, Jim. How's it going. >> It is going well, Steve.How about you. >> Good, good. Today I'm calling about a company that manufactures connecting components used in AI and data centers, just to name a few.They pay a $0.71% a share dividend for a p e of 24.36%. They also key earnings and revenue last quarter. Jim what's your opinion of T connectivity.>> I think t is an excellent company and I do like the i ...

Market Analysis & Investment Strategy - The market has froth, but positive stories overwhelm it, making rational investments viable [2][3] - Insider buying in Eli Lilly (LLY) suggests a positive outlook, leading to a rerating of the stock [5][6] - The market in 2024 is not like the dot-com bubble of 1999-2000, as rational investments still exist [21][24] - Skepticism towards companies buying crypto on margin and consultant companies like Palantir is viewed as irrational; Palantir is considered cheap using the rule of 40 [14][16] Company Performance & Initiatives - Amazon's move to same-day grocery delivery is a disruptive initiative, potentially impacting Instacart, DoorDash, and Uber [3][4] - Charles Schwab experienced a 17% increase in net new assets month over month [7] - Cisco's AI-related orders from webscale customers exceeded $2 billion in fiscal year 2025, more than double the initial target of $1 billion [62] - Universal Technical Institute (UTI) reported weaker than expected new student starts, causing a stock plunge of nearly 19%, but year-to-date starts are up over 14% [27][28][31] Economic Trends & Inflation - Wage deflation, driven by automation and AI, is expected to impact hiring and layoffs in various sectors, including law, accounting, and advertising [109][112] - Companies are hesitant to hire due to the cost of labor and the potential for digitization and automation to replace human workers [103][110] - Amazon's expansion of same-day grocery delivery to 2,300 cities could impact competitors like DoorDash, Instacart, Kroger, and Target [105][106]