Yes. >> Will this continue into next year. Tim Seymour is the CIO of Seymour Asset Management and a CNBC contributor.>> Hey, Kelly. >> So, thank goodness AI came along when it did because the market in 2022 didn't look so hot. Thank goodness the rest of the market is now feeling better as the AI trade stumbles.Can it be that easy. Well, I think the other 493 are not only reaping some of the benefits of AI, but I think you have a dynamic here where you definitely are seeing EPS growth. You are seeing margin ...

Sema Modi joining us with a statement from the company. Sema, >> uh, Kelly, we were just talking about [music] the story. Oracle spokesperson is refuting the Bloomberg story that Oracle is delaying some of the data centers it is developing for OpenAI. Uh, the spokesperson telling CNBC, "There have been no delays to any sites required to meet our contractual commitments and on and all milestones remain on track. We remain fully aligned with Open AI and confident in our ability to execute against both our con ...

Jay Goldberg is joining us from Seapport Global Securities. Jay, what's the story with Broadcom as far as you're concerned. >> I think uh this is a case of the super intelligent AI god gives and and then takes away.Uh there's a lot of all these stocks are sort of wrapped up in the broader AI trade uh where there's not a lot of room for error. Uh and I think if you look at Broadcom just their their numbers were really good. Quarter was good, outlook was good.Uh the problem is they're just they weren't good e ...

Joining us now is Virginia Governor Glenn Yncan. Governor Yncan, it's great to have you. Welcome.>> Great. Sarah, thank you for being with me. And this was a big announcement today because it it directly uh attacks a supply chain failure in America, which is for rare earth magnets.The the entire rare earth element supply chains dominated by China. And this announcement with one of our great allies in South Korea, LS Cable and System will in fact meet that need here in Virginia. But we've had a big week, Sar ...

If Utah can bring in 500 million, just imagine how much some of these other schools out here are going to be able to bring in when it comes to funding. Uh not just for NIL, but it's because people want to be associated with college football and for generations. You know, the the school system and the scholarship based system um where the students don't make anything.They get a free scholarship to go to school, but then coaches are making tens of millions of dollars of million dollars over the course of year ...

Stock Performance & Trends - Caterpillar hit a record high today [1] - Steve White's stock is up 31% quarter to date [1] - Delta is up 24% in a quarter and also hit a record high today; estimates for next year started at around $830%, went below $700%, and are now just above $700% [3][4] - Unity Software is up 23% quarter to date, reaching a 52-week high [5] - Brenda Parker Hannifan is up 185% quarter to date, also hitting a record high today, and is up about 40% for the year [6] - Hasbro is up 105% in the quarter, reaching a 52-week high [7][8] Investment Strategy & Outlook - The discussion favors playing the "picks and shovels" approach, particularly in private markets, rather than directly picking the next AI technology [2] - The economy is expected to be much stronger in 2026 than initially anticipated at the beginning of this year [4] - Brenda Parker Hannifan's strength is driven by the aerospace trend, with a focus on cost control, and the outlook remains positive [6][7] - Unity Software is considered a high-risk trade, requiring a turnaround to be seen to be believed, but is on the right track with 3D gaming and industrial simulation [5]

FRESH AI TRADE JITTERS. AI TRADE JITTERS. TODAY WE'LL DISCUSS AND DEBATE WITH THE INVESTMENT COMMITTEE.JOINING ME FOR THE HOUR TODAY, STEVE WEISS, JIM LEBENTHAL, BRENDA ANGELO AND KEVIN SIMPSON. SURE. THERE'S THE INTRODUCTION WE JUST SHOWED YOU THE OTHER MAJOR AVERAGES, WHICH HAVE ALL GONE DECIDEDLY RED, ESPECIALLY THE NASDAQ.LET'S SHOW THAT BECAUSE THAT'S WHERE THE PAIN REALLY IS. THAT HEADLINE THAT ORACLE IS DELAYING SOME OF ITS DATA CENTERS FOR OPEN AI TO 2028 FROM 2027. THE DELAYS ARE SAID TO BE WEISS, ...

Investment Strategy - 公司本周早些时候以 243 美元的价格购买了 Micron 的股票，目标价为 300 美元，尽管当天股价下跌 5%，但仍有获利机会[1] - 公司自 90 年代以来首次持有 Micron 股票，对即将发布的盈利报告持乐观态度[2] - 公司将 Applied Materials 视为芯片领域的首选，并认为其表现有所滞后，存在潜在的投资机会[2] Industry Trends & AI - 《时代》杂志年度人物聚焦人工智能的架构师，反映了人工智能在行业中的重要性[3] - 人工智能的快速发展可能带来机遇，但也存在潜在的风险和波动[4][7] - 人工智能将彻底改变包括医疗保健在内的各个行业，使其更易于访问和更具成本效益[7] Company Operations & Technology - Faith A Lee 在一家通过机器人技术实现仓库完全自动化的公司董事会任职，表明了自动化技术的进步[6] - 仓库自动化和人工智能等技术正在推动各行各业的创新和效率[6][7]

Got a big one 3:00 today. [music] The professor Jeremy Seagull, he'll be with me. Alex Caneritz, we're going to talk a lot [music] about this AI trade.Avery Sheffield, Warren Pies, Oswat the Motor, and all valuations. And Malcolm Esters, I hope you'll join me at 3:00 Eastern time as we close out this week. Brenda, final trade.>> Palo Alto Networks. It's been a lagger this year. I still think there's a lot of room for growth for wallet share within that security ecosystem to go to that company.>> Kevin Simps ...

All right, let's talk about some calls. Uh, speaking of upgrades, city today has initiated on aerospace and defense. Lidos by 218.Weiss, that's you. >> Yeah, look, I I love the sector. It's a difficult sector to invest in because it's obviously dependent on government contracts.Sometimes companies that are well positioned don't get it. Lidos, I like in particular because they they really have multiple legs of the stool. It's been a great stock for me and I have no interest in selling any of it.Management's ...