Bin, what do you got. Final trade. KKR.The stock sold off about 10% after earnings. Strong growth. I think it's a good entry point here.Sirat slumberjier oil services revenue is going to increase. Uh the stock is so out of favor. I think this is a good buy.Joe T. Bunch of financials making 52- week highs today. Synchry Financial is one I really like.I mean, that's been a trend of late, hasn't it. I mean, that best stocks in the market uh player, too. Synchry, it's on there.Oh, you had a new one today, too, ...

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Let's get to our halftime exclusive now with Altimter Capital founder and CEO Brad Gersonner. Well, this is a treat for us. I I appreciate you joining us after this earnings report.I was like, we got to hear from Gersonner. I mean, come on. We can't wait.Um it's your number two position. >> It's it's good to be here, Scott. And uh you know, it was a banger of a report by Nvidia.Um obviously the markets moved uh a lot since you know remember earlier this year the stock was down at 114 on the deepsek scare wh ...

Steve Leeman has breaking news. What do we What do we learn, Steve. >> Uh we're going to have a hearing on the uh Cook dismissal or the Cook lawsuit that was filed uh which was objecting to a dismissal at 10:00 a.m. tomorrow. And that's at uh DC district court, Scott.And as we said earlier, these things tend to be heard quickly by the courts and usually adjudicated pretty quickly. At least a temporary injunction uh is ruled on very quickly. So, we'll get some answer relatively quickly, Scott, to this questi ...

Let's keep the conversation here on Nvidia and our next guest take on not only the company but AI's future and the Trump administration's equity stake in Intel. We have a lot to get through with Tusk Ventures founder and CEO Bradley Tusk. When you look at the back and forth between China and Nvidia, do you think that that's the biggest opportunity for Nvidia in the future or would you like to see some different results on other fronts.You know, look, I think the opportunity is going to keep expanding everyw ...

Getting a news alert and some new numbers regarding Intel. Let's get back to Christina Partzos. Hi Christina. >> Hi Carl.So Intel's CFO Dave Zner is speaking right now at a conference and he did confirm that they received $5.7% billion from the government last night. Recall that originally the government was going to give that in terms of grants but then President Trump took it as an equity stake. 5.7% plus 2.2% so almost uh 10 billion. So they have confirmed they did receive five $5.7% billion.He also said ...

Nvidia, as you may know by now, reporting that top and bottom line beat for the second quarter, though surprising the street with this narrow miss on data center revenue and a forecast of decelerating growth. For today's tech, our Christina parts looks at the China overhang on that print last night. Hey KP.>> Hi. Okay. Well, Nvidia's Jensen Wong is pushing what what Bush's Matt Bryson calls quote GPU panda diplomacy, which is really borrowing from China's famous strategy of using cuddly pandas as diplomatic ...

We're getting a news alert this morning out of Washington. Let's get back to Megan Cassella. Morning Megan.>> Hey guys, good morning again. So, some trade news coming out of Brussels just now. The European Commission formally taking some steps today to better implement that EU US EU trade framework deal that was announced earlier this month.They're putting forward two proposals today that they hope to pass before the end of the month. One would cut uh keep preferential market access for a number of US indus ...

Market Trends & Drivers - Russell 2000 上涨超过 7% [1] - 市场上涨的主要驱动力是预期美联储降息和利率下调 [1] - 借贷成本正在下降，这对市场有利 [3] - 估值反映了小盘股的许多负面消息，任何利好消息都会带来更好的市场前景 [5] Small Cap Performance & Outlook - 投资者对小公司的信心正在增强 [2] - 行业预期到 2026 年小盘股的盈利增长将优于大盘股 [2] - 自解放日低点以来，高收益率下降了 150 个基点 (1.5%) [3] - 高收益利差已回落至 2007 年的水平 [3] - 小盘股中没有盈利的公司的比例为 30%，但权重约为 18%，且这一比例有所下降 [6] - 行业普遍认为，未来六个季度小盘股的盈利增长将开始改善，未盈利公司的拖累将减少 [7] Risk Assessment - 目前的风险偏好较高，高收益利差低于 300 个基点 (3%) [7][8]

Let's stick with the market this morning and video shares are a bit lower despite reporting that beat on the top and the bottom lines. The sticking point for the street appears to be the data center revenues that did miss estimates uh intensifying China competition fears. Let's bring in Dan Niles of Niles Investment Management founder and portfolio manager and get his reaction.Dan, good to see you again. Thanks Carl for having me on. Um all right, so what was your takeaway from the print.Well, first I'm goi ...