For her calm. >> All right. As we've been talking about Home Depot reporting earnings this morning, the company missed on the bottom line, but did show improvement in their US comps over the last three months, every month of the quarter.Joining us right now for his reaction is Brian Nagle. He is Oppenheimer senior equity research analyst. And Brian, just tell me what you think about what you saw from this release.>> Well, good morning Becky. Look, I think it's largely more of the same from Home Depot. I kno ...

Our next guest is uh going back to school >> something after paycheck protection program. >> Yeah. Paycheck protection after enrolling in loan after enrolling in advanced machine learning courses at George Mason University last year to better understand the technology.He's now tasked with helping Congress regulate AI. Joining us now Virginia Representative Don Byer. He is the co-chair of the AI caucus.How's it going back there. Do uh do all those young people like look over at you and point and sort of whis ...

All right, let's take another look at the futures. Um, we are moving closer to the flatline. The Dow futures right now only down by about seven points.I'd like to take a look at Home Depot and see how that has impacted things. It's the Dow component out with earnings and initially it was down, still down by about 4/10en of a percent, but we are looking at the Dow futures improve somewhat. Um, joining us right now to talk about what she's seeing in the markets is Joanne Feny.She's a partner and portfolio man ...

So, we're back. So, other than Fanny and there's Brown Baron. He's he'd be interested in this.So, uh other than Fanny Fre, we've never made money on the airlines. We haven't we didn't airlines we weren't we lost even more trying to tarp. We weren't trying to make money.We wanted to save the industry. We were trying and the way it was structured from the beginning and the reason why I used to we could have made money. Yes.And the point was if you wanted to take a larger stake in the airlines at the time to b ...

morning. Thanks for joining us. >> Good morning.Frank. How are you. >> All right.Why don't we. I'm doing well. Thank you for asking.Why don't we start off with the action when it comes to these European defense stocks, why are they pulling back, in your opinion. I mean, it seems like any type of peace deal would actually be a benefit for them because it would mean troops on the ground and some type of defense spending that wouldn't have also wouldn't have been priced in already. I mean, we know that the inc ...

Interest Rates and Housing Market - The market generally believes that a dovish Federal Reserve (J Pal) could positively impact the housing market, but the analysis suggests otherwise [1] - Long-term interest rates are expected to remain elevated, similar to the trend observed after the Federal Reserve cut 100 basis points at the end of 2024 [1] - There's a global aversion to taking on long duration, leading to higher long-term interest rates worldwide, with the UK 30-year gilt yield closing at its highest level since 1998 [2] - Homebuyers shouldn't necessarily expect significant rate relief from short-term interest rate cuts, especially when locking in a 30-year mortgage [2][3] Housing Supply and Demand - A significant increase in the supply of existing homes is needed, primarily driven by baby boomers downsizing [4] - Stimulating housing demand through low mortgage rates without a corresponding increase in supply will only lead to higher home prices, negating the benefits of lower rates [8] - Lower mortgage rates and increased supply are both necessary to increase transaction activity in the housing market [8] Homebuilder Earnings - Increased existing home supply and declining home prices, while stimulating demand, could negatively impact homebuilder earnings, creating a "catch 22" situation [5] Mortgage Rates - Many homeowners have mortgages under 5%, even under 4%, making it difficult to move despite downsizing desires due to potential mortgage rate increases [6]

Meanwhile, Soft Bank investing $2 billion in Intel. This, of course, coming as the Trump administration reportedly considering a taking a stake of 10% in that struggling chipmaker. Christina Partinelos joins us now with the latest on all of it.Good morning. Good morning. This is I would say it's really just a lifeline from the private sector.Soft Bank is going to pay about 23 bucks a share. Intel tells me just last night it's a quote primary issuance of common stock. So that's 87 million new shares, giving ...

And we are just getting second quarter results from Home Depot. Let's take a look at those numbers right now. Looks like earnings came in at $468 a share.That was a miss of the street's expectations of $4.71%. Revenue came in at $45.3% billion. That was just slightly light of what the street had been expecting, $45.35% billion.And then you have comp sales, which were up by 1%. The street was looking for 1.3%. That 1% was for total company sales.Home Depot is blaming foreign exchange rates for the miss on co ...

Why don't we start off with that Intel Soft Bank news. We saw the moves for Intel and for SoftBank. SoftBank moving lower on that news.What do you make of this when we're seeing investors kind of going into a company that a lot of people considered troubled and has one big red flag. They haven't found a big customer for their foundry or chip manufacturing business. >> Uh well, you hit the nail on the head, Frank.And this is a company that really needs investment because they are behind TSMC to such a great ...

Time for final trades. Tim, great energy conversation. Constellation hits all those themes.Courtney, um, also energy. We talked about this earlier. Take a look at the XLE.Dan, yeah, Adobe making a double bottom here. And guy, you're the best. Court TM. ...