pulling a bit of a Cory Booker the last couple of hours. We'll see when that finishes. Congressman Ro Khanna of California has been listening to Hakeem Jeffries, the minority leader, but just popped out for Squawk Box.Good morning to you, sir. >> Good morning. It's been a long night. >> It's been a long night.You're on the losing end of this situation. What do you think the implication is here. >> There are two major problems I have with the bill.One that Larry Summers and Bob Rubin pointed out. This bill i ...

Airlines bracing for a busy Fourth of July holiday weekend with 18 and a half million travelers expected from this past Tuesday through this coming Sunday. Joining us now on the state of the sector, Steven Trent, city airline analyst. Stephen, great to have you with us.Thanks for having me. Um, fuel prices are lower, but there's still pressure here on tickets, ticket prices. Why.So, we still have uncertainty in the economy. Um, people and businesses don't exactly know what's going to happen with tariffs. Um ...

You're bullish. We We know it. The viewers and listeners know it, too.The question becomes, after a run like we've seen since the Liberation Day lows, what can we expect from technology, has it already been drawn forward. I don't think so. I think we're just beginning this golden age for tech.And the reason I think tech stocks are up 10 to 15% in the second half of the year because the second, third, fourth derivatives of AI, they're just starting to play out. I mean when you look across software, you look ...

Now to part of the market that has seen some impressive moves. Quantum stocks jumping yesterday after Caner Fitzgerald initiated coverage on the sector. Quantum computing may be in its early stages still, but valuations are already running high.Joining us now is an analyst who believes the long-term impact could be massive. Ray Wang, Constellation Research founder and chairman. Ray, great to have you with us.And of course, we all know that Alphabet has been in on this and has made some tremendous strides. T ...

Investors awaiting the June jobs report. It's a key piece of data that could have an impact on the Fed's next move. It comes amid renewed pressure from President Trump on Fed chair Jay Powell to cut rates.Last night, he said Powell should be fired. Let's bring in former Dallas Fed President Richard Fischer. He is now senior adviser with Jeffre and a CNBC contributor.Also with us, CNBC senior economics reporter Steve Leeman. It is great to see both of you. Um Richard, it's great to see you again.We just had ...

Our next guest is Republican House member uh who opposed President Trump's big bill as of late yesterday, but overnight he voted to move forward with the bill. Joining us right now is Congressman Ralph Norman, Republican of South Carolina. You were outspoken uh on the other side of this bill, sir.And here we are this morning. What has changed. Well, we we had a lot of problems with uh the Senate changing our bill up, mainly adding to the deficit to the tune of with interest right at 100 $1.2% trillion.We we ...

eastern and streaming on CNBC plus. >> Open AI distancing itself now from Robinhood's latest push into crypto after the trading platform started offering what they're calling tokenized shares of SpaceX, which of course is a private company to users, though the users and I should say are only in Europe, so this is not available to customers of Robinhood here in the United States. In a post on X, though, OpenAI saying the following says these OpenAI tokens are not OpenAI equity.We did not partner with Robinho ...

Stefano Pascale is Barclays head of U.S. Equity derivatives research. He joins us now. Stefano, thank you very much for this.Froth is kind of a bad word. Just like bubble is kind of a bad word, at least when it comes to people market. What exactly are you seeing besides what I just reeled off.That makes you feel as though the froth may be something to watch out for. >> Yeah. Hi, Dom.Thanks for having me on the show. So, yeah, as you point out, there are different emerging signs of froth. One is Ark, which p ...

The ADP report, Steve, gave a good amount of pause for yesterday's session. Yet, the market still rallied to all-time highs. At what point right now is the business community going to say, "Hey, this is okay for us to get back to work and start hiring again. What needs to happen either in the economy or out of Washington DC policy makers. " Yeah. Well, good morning, Dom. You know, I the ADP report doesn't seem to correlate with uh all the official reports as you said, but you do have a confluence of events ...

Investment Strategy - Investors should focus on companies trading below their fair value for potentially great returns [1] - Undervalued opportunities exist in the US, Brazil, Korea, and the UK [2] - Opportunities can be found in various sectors, including technology, industrials, and financials [3] Global Market Analysis - Mega-cap US tech stocks may be overvalued, leading to opportunities elsewhere [2] - Korean tech companies like SKH Highix offer good prospects at lower valuation multiples compared to US tech stocks [3][4] - Trade policies and tariffs are important but should not be the sole focus; companies with strong business models and asset portfolios can thrive regardless [5] Specific Investment Examples - SKH Highix, a high bandwidth memory manufacturer, trades at a fraction of the valuation of large US tech stocks [4] - Nintendo in Japan is undergoing a business model transition and possesses a strong asset portfolio [5]