Josh Brown, what's your final. Uh, Amazon. Mark Mahaney just took his target to 280.I think he's gonna be right. Is that you, too. Second day in a row.Amazon. Yeah, I'll give you another one. American Express.I agree with Josh on Amazon. American Express. It was not the second day in a row.Yesterday was bad. Yeah, yesterday was bad. Maccato leave.It was It was the other day that I had I had the same one. Sorry to bring it up. Yeah.Farmer Jim spread the pain. City Group 13% more until it gets to tangible boo ...

to that move from Stephanie Link. You bought more Dr. . Horton.That's an interesting move. I mean, uh, the home the construction ETF, the ITB is having its best day since May the 12th. But housing Piper Sandler says the recovery is at least two years away.I mean, it's been horrible to own this stock or anything housing related. Why are you buying more. Because it's cheap at 11 times forward estimates.I think the guidance that they gave with regards to margins and deliveries has been not kitchen synced, but ...

best stocks in the market, Josh. Uh, a new addition. It is HLT. It is Hilton.Why. Yeah. So, this is uh a potential breakout.It's not quite in progress, but it's getting very close. And I thought I'd spotlight this. Basically, we saw a golden cross happen as the stock climbed out of its liberation day lows.Hilton was in a 24% draw down. Now, it's back to within 4% of 52- week highs. got that 50-day crossing back over the 200 day.Um, look, the sector itself, leisure, lodging, travel, service, industries in th ...

Yes, it is now official. The senators, they they they've been here for more than 24 hours, so they voted very quickly. But yes, as we said, 51 to 50 with JD Vance breaking that tie.Now, the Trump mega bill has passed in the Senate. It now of course heads to the House. We have heard from a number of lawmakers there, fiscal hawks, even some more moderate members who have had concerns about the bill.But Mike Johnson is determined to try and get this done, getting a vote on this as soon as tomorrow, and that wo ...

You know, I think that as we're talking about this technology, this AI technology is going to be the most transformative technology in our lifetime. And I I was talking about all the ways that we're using the technology for different customer experiences externally. But it's also going to change the way we work.And uh you know, if you think about what these agents are going to be able to do, they they do coding, they do research, they do analytics, you know, they'll do spreadsheets over time. um they're goi ...

And I just want to get back to Emily on the Hill. I guess it's now official. Yeah, Scott.Yes, it is now official. The senators, they they've they've been here for more than 24 hours, so they voted very quickly. But yes, as we said, 51 to 50 with JD Vance breaking that tie.Now, the Trump mega bill has passed in the Senate. It now of course heads to the House. We have heard from a number of lawmakers there, fiscal hawks, even some more moderate members who have had concerns about the bill, but Mike Johnson is ...

Uh let let's hit Tesla because actually it is now the worst performer in the MAG 7 this year falling below Apple after the feud between Musk and Trump erupted again overnight. For today's tech check segment, Steve Kovak on the parts of Musk's empire that could be vulnerable here by retaliation, Steve, after Trump reiterated this morning when he touched down in Florida that Doge is going to go after Musk. Yeah, some direct uh threats there or at least implied threats there, Sarah.But look over this big beaut ...

Breaking news. Emily Wilkins is on Capitol Hill with the latest on the bill. Emily.Hey guys. So, we are getting very, very close to that final vote taking place, but at this point, it does seem like the Senate has the votes to pass the Trump mega bill. And of course, that that $4 trillion tax package along with it.Uh, this comes after uh there was some adjustments to the text. And in that one, we saw all but three Republican senators vote for it. And then JD Vance coming in with the assist getting that bill ...

Sure. So, every tariff program that we have in place, and to be clear, we have like a variety of tariff of tariff programs in place, they each have their own different justification for why they're being done. Some are for national security, some are for dumping, some are for the emer the the national emergency of trade deficits.They all have a different justification, a different reason for for their existence, but they all have this side effect of bringing in revenue. And so, when we're thinking about rev ...

So from our standpoint um as you will have seen a solid majority of FOMC participants do expect that it will become appropriate uh later this year to begin to reduce rates again. And so um and u that will depend though as Christine just mentioned on the incoming data. We'll be monitoring particularly what does show up in terms of of inflation or what does not show up and also carefully watching the labor market.you know, there we watch very carefully for signs of of unexpected weakness. We see a gradual coo ...