tradfi assets. >> A follow up this morning to a question we asked during the first Trump administration are the president's social media posts criticizing Fed Chair Jay Powell and the central bank driving down interest rates. Senior economics reporter Steve Liesman is here and looking at the bond rally and presidential pressure on Powell.Stupid mule, I guess is the latest salvo. >> I didn't see that one. >> You didn't see stupid.>> Last night or. Last week. Last week we looked at all of them.Maybe we. Maybe ...

So, we listed a bunch of factors there. The market seems to be shrugging it off, at least right now in the pre-market. Futures are higher.In your mind, what's the biggest one of those things that investors should be mindful of and could potentially impact this market in a negative way. So, first and foremost, we obviously have to acknowledge there's a lot of the risk that have been reduced over the last couple of months, both relates to geopolitics, fiscal uncertainty, trade uncertainty. I think when we loo ...

All right, so let's kind of dig into your company. Your core business seems to be managing rising water demand in a sustainable way. What does that mean for your customers that include a lot of utilities here in the US and utilities overseas and Europe and Asia.Well, is blessed to call more than 8,000 utilities and cities all around the world. We do business in about 110 countries. uh uh what we really work on is the efficiency, resiliency, reliability and security of distribution systems for utilities and ...

So, what do you make of this. We're about one week away. You were very confident earlier this year this would all be resolved sometime around now. You said sometime around the middle of the year.What do you think of the progress we've seen so far. Well, I continue to think that the back half of the year a lot of this will be resolved. But where we are today and you know the the question is why haven't we had more deals.July 9th is coming up and and we really have only had the UK, right. And with China we've ...

So, we just teased this. You said there's an Nvidia of retail. What name would that be.And what makes it the Nvidia of retail. Well, it sounds a little bit crazy and especially the name I'm going to say, which is Walmart. Uh, you know, that's our uh top pick.We re we had a buy on it for about three years, took it off for a couple months, and then have reestablished it as a buy. It's actually again our number one pick. Uh, things are really changing at Walmart.I can kind of get into into that if you'd like. ...

Why don't we just dig into it, Tom. Uh, what is your word of the day. Why don't we start there.Our word of the day is skeptical. Okay. And we're using the word skeptical because as we're starting the month of July and at the S&P 500 is up 5% year to date.I think investors are are looking at the rest of the year and are quite skeptical because they're saying, "Well, perhaps President Trump's not going to extend uh the tariff exemptions in July. The Fed has a meeting at the end of this month." And I think des ...

>> Big banks in the US are boosting dividends and stock buybacks, sending a clear sign of capital strength following the Fed's latest stress test and just ahead of earnings season. Our next guest says this is one of the most attractive entry points into the banking sector in decades. Joining us now, Steven Alexopoulos TD Cowen U.S. Large Cap Bank Analyst.Steven, great to have you with us. It's interesting to say that this is the best time right now, considering so many banks have run up and are sitting at n ...

Five things to know ahead of the opening bell today. We're set to get a look at the jobs picture for June at 8:15 Eastern time. ADP is going to be releasing its latest look at private sector hiring.Now, economists expecting an addition of 120,000 jobs for last month. We're also standing by for second quarter delivery metrics that we're going to get from Tesla. Philip Bo will be bringing us those numbers as soon as they cross the wires.As of late last month, the consensus was 393,000 vehicles uh deliveries. ...

Talent Acquisition & Competition - Meta is attempting to recruit OpenAI employees, but OpenAI's CEO downplays the significance, suggesting Meta is not acquiring top-tier talent [1][2] - OpenAI believes its shares offer greater potential upside compared to the publicly traded Meta [2] - Meta is offering substantial multi-year deals, reportedly worth $300 million, to attract scientists and engineers, with some receiving $100 million upfront [3] Cultural & Performance Implications - OpenAI raises concerns about the potential cultural impact within Meta due to high, guaranteed compensation packages, questioning the work ethic of new hires [4] - The industry observes that employees attracted by high paychecks may lack company loyalty and could easily leave for better offers [5] Large Language Model (LLM) Landscape - Meta is actively working to enhance its Llama LLM, but it is currently considered less successful than those developed by Anthropic, OpenAI, and Google [6]

handling the. >> I don't know the answer, but it's I'm assuming it's a lot. Meantime, a Figma filing its S-1.By the way, I'm. I love this company. Just so you know, because I use this stuff and I think Figma is awesome.The design software maker planning to go public on the New York Stock Exchange under the symbol F I g. I don't know if I love it as a stock just. >> Right, right.>> Full disclosure, but the product. According to the filing, Figma reported $821 million in revenue over the past year, with a 46% ...