Joining us now, Treasury Secretary Scott Bessant. Uh, you never know what you're going to hear before you come on, Mr. . Treasury Secretary.It's always a pleasure uh to have you on. Uh, good morning. >> Morning, Joe.>> We have talked in the past about whether you wear different hats and you have always said I wear the Treasury Secretary hat, but can we talk about the meeting yesterday, the uh with with the European leaders and and with uh President Zalinski. Uh we haven't talked to an administration officia ...

U Mr. . Secretary, you you started at the beginning describing um President Putin as your uncontrollable neighbor. You kind of brought over and showed your gun case to.I I know part of what the administration has done has tried to make it tougher for Russia to be able to sell its oil. Um it cracked down pretty tough on India, which is importing a lot of Russian oil, but not so much when it comes to China. Is is China in the wrong for importing so much Russian oil as well.I think they import just as much as ...

Company Overview & Funding - Eight Sleep aims to transform beds into AI-powered devices for sleep optimization and health prevention [1] - The company raised $100 million in new funding, supported by sports figures [1] Product Features & Technology - Eight Sleep's technology improves sleep by up to 30% by changing body temperature in real-time based on biometrics [4] - The bed features dual-zone temperature control and snoring mitigation through head elevation [4] - Hot flash mode is available for women experiencing menopause [6] Expansion into Medical Sector - The company is seeking FDA approval for features related to sleep apnea diagnosis and mitigation, and hot flashes [8] - New products will address mild sleep apnea through elevation and posture adjustments, without requiring a CPAP machine [9] AI & Future Development - Eight Sleep is investing in AI to develop a "sleep agent" that simulates and optimizes sleep environments [10] - The sleep agent uses historical data and integrates with Apple Health to predict and adjust sleep conditions [11] - The company is developing "longevity twins," digital simulations to provide personalized health recommendations for users [16] Market & Pricing Strategy - The current product price starts around $3,000, potentially reaching $4,000 with additional features [16] - Eight Sleep envisions a portfolio strategy similar to Tesla, with future products at lower price points [18]

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 ...