Open AI expanding its glo global footprint. It's opening new offices in Australia and Brazil. Mackenzie Sagalas has more on this very fast expansion.McKenzie, >> hey there, David. So, Brazil is OpenAI's fastest growing market in Latin America and now it's home to its first office in the region. It's also expanding in Asia Pack with new hubs in Sydney and New Delhi.And the goal here is really to win enterprise customers and take more control of deals that once ran through Microsoft, its biggest partner and i ...

Nvidia shares uh down about 1.6% so far this morning. This does follow what was a modest beat for its second quarter results and comes as China pushes to triple its AI chips production for tech self-reliance. Joining us now is Ken Fitzgerald analyst CJ Muse.He's got a buy rating uh and a $240 uh price target. CJ, you see you have growing confidence into 2026 in your estimates given this quarter. You have a stretch number I think of eight bucks which at 30 times gets you to 240.What gives you that confidence ...

Well, let's talk more about the opportunities now in retail. Joining us now is New Burger Burman analyst John San Marco. John, good to see you today.When you're looking at the earnings that have come out recently, it really does appear that there has been some resilience in the face of tariffs. How do you explain it. >> Yeah, great to see you.Thanks for having me on. That that's well put. Um, you know, I think tariffs are, you know, one, manifesting a bit slow, more slowly than expected.Um, two, I I think t ...

Meanwhile, the White House just responding to Fed Governor Cook's lawsuit challenging the firing by the president. Let's get to Megan Cassella. Hey, Megan.>> Hey guys, that's right. A new statement out from the White House this morning, which was remarkably close to a statement that we did have from them two days ago on this. So, they are sticking to their guns here, but now formally responding to the lawsuit filed this morning.The statement here from a White House spokesperson Kush Desai saying the preside ...

Joining us this morning to talk more about the upheaval at the CDC at least is Dr. . Mandy Cohen. Served as director of the CDC from 23 until January this year.Dr. . Cohen, thanks for the time this morning. >> Yeah, great to be here.>> Uh it sounds like you're actually maybe a little bit more interested in the resignations than the firing today. Look, um, to the other conversation you were just having, you know, the CDC director was handpicked by the Trump administration to lead the agency and she is no lon ...

Some breaking news this morning as Fed Governor Lisa Cook files a lawsuit to contest her firing by President Trump, saying the quote for cause provision is essential to protecting the Fed's independence and does not support removal over policy disagreements. That lawsuit comes after another firing in the past 24 hours. The White House says it has dismissed CDC director Susan Monores.Uh at least four other top officials at the agency also said they would step down in protest. the firings at the CDC and the F ...

Meanwhile, S&P 500 did hit a record high this morning, pulling back from those highs with Nvidia's earnings now in the rearview mirror. What's next on the Catalyst Watch. CFR research chief investment strategist Sam Stovall is with us on this Thursday.Great to see you, Sam. Welcome back. Thank you, Carl.Good to talk to you again. So, um I guess is does PCE count. Are we really looking forward ahead to uh to the jobs number in the coming weeks.I think PCE does count, but less so than the jobs report. Uh Fed ...

Maria Sharapova, congratulations on your induction into the Tennis Hall of Fame. Thank you for joining us. Thanks for having me excited to talk to you.Let's start here. This will air after your induction speech so you can you don't have to worry about front running it. Do you have a message, or have you thought about what you're going to say when you actually take the stage and speak to all of the fans that will be watching you when you get formally inducted.I've spent several days, weeks, months, reflectin ...

Look at Nvidia now. The shares under pressure this morning down 2% despite strong earnings revenue guidance. Christina parts Neville joins us with more on the quarter and on this reaction by the street to the report.Christina. Yeah, you you mentioned the stock drop after Nvidia beat on multi and it has multiple culprits. The Q3 guide might have missed buyside whispers by a billion dollars.Operating expenses came in a touch higher than people wanted and data center sales missed for two consecutive quarters p ...

We got some more breaking news this morning from Lisa Cook and the lawsuit that's been filed. Our Steve Leeman's going been going through the documents. Steve, what do we have. >> Yeah, we have uh now the key issues which is what is Lisa Cook asking the court to do.Obviously, this is a case where she is suing uh uh President Trump as well as the Federal Reserve and J. Pal. And I'll get to that for the reason why, but she's asking the court to declare her firing unlawful and void by the president.that Trump' ...