Gene Munster to you. Um the guidance is going to be key. How big does the number have to be beyond what the street expects.The so-called whisper number. >> Yeah, Christina nailed it. Uh it's 55.5% is kind of the whisper number for the guidance for July.The imprint number 53.5%. I went back and checked. There's 42 analysts that cover Nvidia.18 of them, only 18 have changed their estimates after the July update for the curves. And so that's why that whisper number is higher for uh for October. And the answer ...

As we come back on the bell, take a look at shares of Kohl's jumping in today's session. Courtney Reagan is here with what is driving that big move today of near 23%. Hey Court.>> Hi Scott. Yeah, so Kohl's interim CEO Michael Bender told me that he's happy with what happened in the quarter. Better than expected, but there's still a long way to go for its turnaround.Comparable sales are still lower, but thanks to lower expenses, earnings did beat by a wide margin. And Kohl's also increasing its guidance for ...

Our next guest is a former Fed vice chair. He's now a CNBC contributor. Roger Ferguson joins us now.It's good to see you. Welcome to our show. Thank you.Nice to be here. What do you make of this whole Lisa Cook story. Well, look, I think you put in the right context.This is really a story about trying to undo what has been 90 years of Fed independence. What most people don't know is 90 years ago in 1935 the Congress restructured uh the Fed. It removed uh executive authority, executive branch authority by ta ...

Today, Bitcoin rebounds to the $112,000 level after shrugging off the week's pullback. Shares of Hut 8 also in the green a day after the crypto miner revealed a major US expansion. And Lind Dy, co-founder of Spree Finance, breaks down a new partnership with Anamoka Brands, which capitalizes on the stable coin boom.Welcome to CNBC's Crypto World. I'm Talia Kaplan. Digital currencies are bouncing back this morning from the disappointing start to the week.By noon Eastern, Bitcoin jumped back above $112,000 aft ...

Joining me now, Josh Reeves, CEO of Gustoau, and Guideline CEO Kevin Buskkey. Guys, good to see you. This is kind of special.Both of you guys have long been Fort Knox guests uh more than 5 years. Uh but I I I've got to start with you, Josh, since you're doing this acquisition. Tell me about why 401ks and small business is something worth investing in right now both based on um the regulatory and and legal environment and also what technology is allowing to happen.>> Well, great to be here, John. Excited to ...

Your next guest says the gains are likely not done. She just initiated coverage on Aqua with a buy rating. Let's welcome in Dimple Goai, clean energy analyst at Bank of America.The aforementioned Dimple Goai. It's good to have you on the program. Thank you for having me, Brian.The only problem with small module reactors is that currently there are no small modular reactors. This is still kind of a hope and a dream. They hope to roll this out in 2027 at Los Alamos.Is it going to work. Look, that's almost lik ...

Your next guest says a new record could be coming. Tim Orbanowitz is chief investment strategist at Innovator Capital Management. Tim, good to have you on set. >> Great to be with you, Brian. >> Man, we've been waiting for the small cap breakout for a long time. Hasn't It's happened a little bit, but we're still not at a record high. Should we be bullish? >> I think there are catalysts, Brian. And and if you look at this and take a step back, we we've had this valuation gap, small caps to large caps, for a ...

Strong words from a smart guy, Stacy Rasg Bernstein. Stocks up a little bit. Everybody's waiting on those numbers tonight.Stacy, appreciate it. Thank you very much. All right, so your next guest is plugged into really every corner of that technology supply chain from semiconductors, but also to software and hardware.He's in constant conversation with leaders driving this innovation. Dan Newman advises the seauite on some of the technology shaping business today, where the next big disruptions may come from. ...

Joining me now an exclusive is Box CEO and co-founder Aaron Levy. Aaron, it's been a while. It's good to see you. >> Hey, good to see you.Thanks for having me. So, I'm really curious for some detail here around Box Enterprise Advance and particularly the uptake of these AI components. Number of headlines out saying that companies aren't really getting productivity benefit out of AI yet, but those are kind of suspect.What are you seeing on your platform. Yeah. So I think um uh f first of all there there uh t ...

So, let's kick things off with none other than top semiconductor analyst Stacy Rasg of Bernstein. Stacy, I probably bored the heck out of our audience, but I was trying to make the point about why we talk about Nvidia so much. How important is this stock.>> Well, as as you said, it is the biggest uh company by market cap in in the world and by a pretty good margin, and it's been getting bigger and bigger. And you're right, it it's it's an ingredient in many many indexes and frankly even other companies wher ...