All right, let's just start off. Why are industrials the best performing sector in in your mind. What's been the catalyst. What's been the tailwind.And do you see that tailwind continuing in the second half of the year. Well, keep in mind that, you know, for the last two to three years, we've been in an industrial recession really on the back of the COVID uh hangover, if I can put it that way. And so, inventory in the channel has been depleted and really um there's a lot of pent-up demand in the system.So y ...

research. Richard, good morning. Good to see you. >> Good morning. Good to see you.>> All right. So Richard, you always come with some very interesting perspective. You're a bit of a contrarian on this one.You say those reports you believe they're just they're misguided I should say. You think Apple is going to go a different direction. But let's start off with the report.Why do you think that anthropic and OpenAI are not the right picks. >> Well, I don't know that it's misguided. I think Apple made it very ...

officer at Wealth Management. Alan, good morning. Good to see you, Frank.>> Always a pleasure to be here with you. >> So we were just kind of showing what we like to call the wall of worry using some air quotes there. Is there one of those in particular that you see as the biggest worry specifically for the markets.>> I think the biggest worry right now is around uncertainty, which breeds volatility and complexity. And when you look across the landscape, whether it be the situation in Washington, which you ...

Joining us right now for a conversation about real estate, local New York City, mayoral politics, and so much more, RXR chairman and CEO Scott Reckler. Good morning to you. I think we're all trying to figure out what's going on with the real estate market in New York City.But I think the overhang or overlay to all of this is what's just happened um in this mayoral election and I think a lot of people surprised about it and I know a lot of people in your business seem to be anxious about it. So what's your t ...

What's your word of the day. It's unrelenting. I know out there there's a wall of worry this market has to keep climbing and it can keep climbing yet.It's dang the torpedoes full speed ahead. And that's such a great quote for this market right now because that was back in the Civil War. Admiral Farragut uh and torpedoes were actually mines back then.But a ship hit a mine. Everybody got worried. Nobody wanted to move forward.And he said, "Dang it. We're going to go forward. We're going to we're going to make ...

anywhere. Start streaming. Go to CNBC.com plus now. >> Apple shares jumping yesterday on reports that the iPhone maker is considering using outside partners to help power Siri. This could be a big reversal after AI powered updates to the personal assistant were delayed until 2026.Steve Kovach joins us right now with more on this. This is a huge issue just historically for Apple to not develop this in-house if that's what's going to happen. >> Yeah, and I have a different way of looking at it like yes, you c ...

Five things to know ahead of today's opening bell. Stable coin issuer Circle has applied for a National Trust bank charter. If the office of the controller of the currency grants that request, Circle would be able to offer custody services to institutional clients for assets which could include representations of stocks and bonds on a blockchain network.Boeing's chief financial officer, Brian West, is stepping down effective August 15th. He'll be succeeded by former Loheed Martin executive Jay Malave. West ...

Meanwhile, the Senate working all night on President Trump's tax and spending bill, voting on dozens of amendments as GOP lawmakers race the clock to try to get things done by Independence Day at the end of this week. Emily Emily Wilkins uh is with us. I know.Have you been up all night. You know, Andrew, I I did get a couple hours of sleep, but but I have been up for a few hours now just reviewing everything because we actually did kind of expect that there could have been that final vote by now. Instead, w ...

Second half of the year kicking off today. Join us right now with what to expect to the extent that we can try to predict these things. Sylvia Jubansky, a defiance ETF CEO, CIO, and co-founder.I can tell you one thing that's going to happen. Uh we'll either find out whether we get tariffs or not. Um and we'll find out whether we get this this big beautiful bill.But how is that going to impact markets and how are you thinking about the second half here. Yeah, good morning Andrew. Well, we think we're going t ...

[Music] It is time for rap. Bye bye bye bye bye bye bye bye bye bye bye bye thumb and then the lightning round is over. Are you ready ski light round might start with Allan in Florida.Allan Jimmy chill yo thank you for the best investment on Wall Street. That's your investors club. Oh, thank you.Yeah, we I wish I had Jeff this morning. I'm not that good at it, but oh my I think we're working pretty darn hard night and day. How can I help you. Jimmy, I need you to listen carefully.This is a very important qu ...