The Investment Committee give you their top stocks to watch for the second half. ...

It's a tale of two markets. If you look at it from a year-to-date standpoint, you miss the whole movie. The year-to- date obviously has been lackluster, but that's not the story that should be told.It's where we are from the April bottom. The S&P is up 27% from the April bottom. The Nasdaq is up 36% since April.Last I checked, we're not even in July yet. That's the story. I think if you look at the movie short actually that like that that time period it actually should would make you a little bit more cauti ...

You know, we've been talking about AI enabled PCs for some time here. They haven't seemed to really take with consumers. I do see in in the in the call you guys are calling for, you know, low singledigit percentage uh um uh uh growth and that includes obviously increasing adoption of AI enabled PCs.What gives you the confidence that that will start to take off. So you're correct that the AI PCs as well as you know AI and smartphones uh have been looking for a compelling application and um you know AI enable ...

Bring in show music, please. Today on SquawkPod, Senator Elizabeth Warren. You don't have to push me. I believe in markets. I love markets. I think markets are fabulous when they're honest markets. We need markets with rules. Markets without rules are just theft. Her perspective on President Trump's critique of Fed chair J. pal and on President Trump's economic policy. I still want to see the interest rates come down. I think they should lower. It is harder than it would be if Donald Trump were not out ther ...

Hopefully it has no effect. As you know, economists are basically unanimous on the importance that central banks be free from political interference when setting monetary policy. And the reason why economists are unanimous about that is if you just look at places where they do not have that, inflation is worse, growth is worse, unemployment is higher.I think it's a mistake if we're going to start messing with the with the political interference part. What we you can look at the minutes you and then eventual ...

Tech stocks continuing to rally, powering this market to a record high on the S&P. The NASDAQ 100 hitting its own record high. Nvidia, Microsoft, Broadcom at or near all-time highs on their own.But could the market be overlooking a major risk popping up in the next leg of the AI trade. Dear Drabosa digging into that in today's tech check, what are you worried about, Dearra. Well, this is what I'm worried about.AI's next big promise is reasoning. These are models that can think through problems, make plans, ...

Peter Orszag, Lazard CEO, joins 'Money Movers' to discuss the movement in the IPO market, M&A environment and the geopolitical climate and democratic party. ...

Rostin Behnam, Georgetown University fellow, joins 'Money Movers' to discuss America's stablecoin framework, the GENIUS ACT and crypto regulation. ...

You're absolutely right. We are very much the heart of this data revolution that's fueling uh AI. Let me show you this next generation memory.And I know this is difficult to see here between my thumb and my finger, but this is HBM4. This is the next generation memory. This is going to be key in terms of addressing the generative AI models as they get larger and more complex in driving the performance requirements, the low power requirements that are needed for inference applications for chain of reasoning s ...

Welcome back to Squawking the Street. My next guest runs the largest event-driven hedge fund on Wall Street. And if you've been listening to him over the last couple of years, because he's joined us uh twice.Um well, you would have made some money. He's uh uh Matt Halbar of Pentwater Capital, $7 billion in assets. I'm referring to actually two the two times you've been here, Matt.Once was when we discussed the possibility of the close of the Twitter acquisition. You were very bullish. You were right.It clos ...