Market Sensitivity to Tariffs - Emerging and frontier markets are sensitive to new tariff announcements, with Japan facing domestic pressure due to an upcoming election [1][2] - US is a crucial market for Asian countries, limiting their options in trade negotiations [3] - The US President hopes ongoing negotiations will be successful [4] Impact of a Weaker Dollar - A weaker dollar negatively impacts foreign investors with $17 trillion invested in US equities, particularly those denominated in Euro, Yen, Taiwanese dollar, or Singapore dollar [6] - From April 2011 to two years prior to the discussion, the US dollar index increased by 55%, but has since fallen by 20% [5] - The dollar's depreciation is causing losses for foreign investors, even if the S&P 500 is performing well [6] - Some money is flowing out of US equities from non-US investors and back into growth stocks, especially in Asia's tech sector [7] Potential Winners and Strategies - The US President aims to bring jobs back to America through tariffs [8] - Asian automakers have already moved some production to the US [9] - South Korean semiconductor producer SK Hynix might build a factory in the US, similar to TSMC [9] - The US is the largest exporter of services globally, requiring caution in trade actions to avoid affecting US companies selling services like software, finance, and intellectual property [10] - The current trade war is focused on goods, and the US President is navigating to prevent it from expanding into a services trade war [11]

All right. So, give us a sense of what's going on when it comes to recruitment of AI talent. Who are companies looking for.What kind of people. Yeah. I mean, it's happening obviously at the highest levels of technology like you mentioned.Uh, obviously those are going to shape what AI looks like over the next 5 to 10 years, but it's really happening in organizations of all sizes and of all industries. All companies are looking to get their AI strategy together right now. And I think the companies that are mo ...

So talk to me about your company. Is it all about AI. Is that the difference between your company and some of these other stocks facing a lot of pressure or is there a different narrative at play.Look, we've we've been around for 20 years. I'm one of the founders of the company as is Evan Roberts. And our view has been how do we make care easier for patients and caregivers every single day.And as we've grown, uh, we've adapted and adopted new technology like AI and we've been using it throughout our our bus ...

Advances in detecting cancer recurrence uh earlier and uh more accurately are transforming how the disease is treated and monitored. One of the companies on the leading edge is Nera. Joining us now, Nera CEO Steve Chapman.The company is celebrating 10 years since going public on the NASDAQ and you got a a real market cap uh at this point and some really good um not only peer-reviewed research, you've got a product. Uh I think you were cash did you have a profit or at least cash flow positive at this point. ...

Welcome back to Spockbox. Earning season right around the corner. Let's talk markets now with Emily Roland, the co-chief investment strategist at John Hancock Investment Management.Emily, good morning to you. Um, we're pretty much at record highs in the S&P 500 as well as the NASDAQ. That's a terrible setup or a very difficult setup going into earning season.Where do you stand on this rally in general in terms of the strength of it. Yeah, Melissa, you know, there's a lot of things going right from a technic ...

CNBC out this morning with our list of the most valuable sports empires of 2025. Uh these are the biggest names reshaping the business of sports. Combined value 225 billion taking the top spot uh in this inaugural uh year is Kron Key Sports and Entertainment worth 21.2% billion.Jerry Jones Cowboy Empire takes a second spot valued at just more than 15 billion. Harris Blitzer Sports and Entertainment comes in at third at 14.6% billion. Uh Fenway Sports uh group in Madison Square Garden uh sports round out the ...

The deadline for reciprocal tariffs has been pushed to August 1st. The Trump administration already moving ahead with steeper trade tariffs. 14 letters have gone out to notify countries of the new levies.Join us now, Fred Kemp. He's a Renaissance man. He's Atlantic Council CEO and president and a CNBC contributor.Since you are a Renaissance man, I'm surprised we didn't book you uh maybe to talk about um peace breaking out somewhat in the Middle East and Netanyahu publicly stating that Trump should get the N ...

>> Pulled back from record highs yesterday amid a flurry of trade news from the Trump administration. Let's take a look at the technicals. Joining us now, Chris Brown, head of technical and macro research at strategist Abbott Company Chris, welcome.Good morning to you. >> Great to be here. Thanks for.>> Having me. It seemed like the pullback was kind of meager given the excuses. The markets could have had to pull back even more.So how do you view that in light of where we are in terms of close to record hig ...

[Music] It is time. It's the white Christmas save by just clear and then the writing round is over. Are you ready to tell the light to start with Gary in Alabama.Gary, hey Jim, uh I know you're a tomato connoisseur and uh if you haven't tried the zebra v variety, uh you should check those out. They're outstanding. Well, that is a tip and a half. That's a tip and a half.Thank you. 42% 40 spend tariff on that. Go ahead. There you go.The zebras. Yeah. This was a fairly recent IPO that I stumbled across a few m ...

You obviously have been watching the development of Oracle stocks double because they're uh getting in this business. Are they offering the same kind of thing to to a hyperscaler as you do. Uh so Oracle has its own set of products that they're offering um and they are a formidable competitor. Uh they are um uh one of the companies out there that I think that we compete with, right.um uh in terms of being able to offer infrastructure to you know the the the AI labs uh that that are um you know are are offeri ...