Welcome back. We are rolling out our list of top states for business tomorrow. Scott Con is here with some clues about what to expect in a power boat.Hi, Scott. I am. And maybe that's a clue or maybe not.Uh reminder, Kelly, about uh how we do this. And we've been doing it pretty much the same way since 2007. We start with 10 categories of competitiveness.Those are constant from year to year. things like economy, workforce, cost of doing business, uh infrastructure, things like that. But we rewe those catego ...

As Adobe says, sales in the first 24 hours were actually up 10% year-on-year, contra those early headlines that you might have seen. Our next guest says more of those sales are of Amazon's own merchandise because of tariffs. Brett Rose is the CEO of United Nation Consumer Suppliers.Brett, welcome. Your clients include a lot of thirdparty sellers on Amazon. Are they feeling squeezed out a little bit here.Yeah, thanks for having me back, Kelly. I think it's a it's a balance of both. They're they're feeling sq ...

Welcome back. The battle is heating up for which of the Kevin may become the next Fed chair. The Wall Street Journal reporting that former Fed Governor Kevin Worsh and current Trump economic adviser Kevin Hasset have been duking it out in what they say is a very apprenticeesque competition to take over for Powell next year.And while one Kevin is regarded as a serious contender, the other is facing some criticism. For more, we're joined by Brian Schwarz, White House economic policy reporter. I it pains me to ...

Product & Technology - Snap has been investing in glasses for over 11 years, even before Snapchat had a chat feature, seeing a huge opportunity to help people experience the world and technology simultaneously [1] - The company's vision for AR glasses is to make computers wearable, integrating technology into people's lives without forcing them to choose between technology and living in the moment [2][3] - Specs are positioned as a wearable computer with smartphone capabilities, differentiating them from feature phone smart glasses which are more like AirPods with a camera [5] Market Positioning & Pricing - The company acknowledges the need to help people try and experience specs, as they represent a fundamentally new type of computing experience [4] - Specs will be more expensive than Meta smart glasses and Ray-Ban smart glasses, but offer significantly more capabilities [6] - The company aims to address consumer exhaustion from looking at screens and offer a new and different computing experience [4] Challenges & Opportunities - A key challenge is positioning specs against existing smart glasses, which are not as capable [5] - The company sees an opportunity to differentiate specs by highlighting their smartphone-like capabilities compared to the limited functionality of smart glasses [5]

And my next guest remains bullish on the stock from here. Joining us is Dan Niles, the founder and portfolio manager at Niles Investment Management. Dan, it's been a while. It's good to see you.I I half expected you to be shorting this name because I feel like sometimes that's your style, you know, to come in when the consensus is firmly on one side of the boat. Um although tell me what you think of Nvidia's journey here. This was a company that two years ago was only worth a trillion dollars for the first ...

these letters we've been waiting for. Six more just posted to Truth Social to the leaders of countries that include the Philippines, Libya, Iraq, Algeria, Muldova. All of these tariff rates that he says will range from 20% to 30% for these countries if they don't strike a deal before August 1st.The letters are otherwise the same as we've been seeing before. So, these would be tariffs separate from any sectoral tariffs, subject to change up or down depending on how negotiations go. I'll flag though guys for ...

Steve Kovak just got back from the launch event in Brooklyn and is here with the headlines. And we care, Steve, because the the big question for Apple, as we spoke with Laura Martin about, is will sales of the iPhone decelerate as users are enticed by other features on the AI front in particular that Google and Samsung and others. I'm going to I'm going to set the scene for you and then I'm going to give you a history lesson. So, let me set the scene for you.So, what Samsung announced today are two foldable ...

Nvidia's road to a $4 trillion market cap was boosted by a major rebound in the past three months. Shares jumping more than 40% since April. But what could fuel the chip makers next leg higher.Christina Partz Neville digs into that for today's tech check. Hey Christina. Hi Leslie.Well, like you said, Nvidia's newly achieved, albeit briefly $4 trillion market cap today is really a valuation fueled by more than just chip sales. Investors are really buying into the transformation for Nvidia into an AI infrastr ...

Market Valuation & Transformation - Nvidia briefly achieved a $4 trillion market cap, fueled by its transformation into an AI infrastructure powerhouse [2] - Nvidia is evolving into more than just an AI chip company, aiming for greater staying power [1] - Nvidia's stock has surged about 40% since May, reflecting its shift towards an AI algorithm company [3] Strategic Focus & Technological Advancement - Nvidia is focusing on a full-stack solution, with networking being years ahead of competitors in linking chips and data centers [4] - Nvidia is shifting to a more direct cloud model, working with specialized providers to deliver AI compute directly to developers [4] - Nvidia describes itself as an AI algorithm company with chip design almost secondary [3] Sectorial Growth & Future Potential - Autonomous vehicles are experiencing a "chat GPT moment," generating massive data and fueling demand for Nvidia's technology [5] - Auto sales currently contribute only 1% of Nvidia's total sales as of fiscal 2025, indicating significant growth potential [5] - Nvidia's presence in networking, cloud, and autonomous tech explains its high valuation beyond that of a traditional chipmaker [5] External Factors - A thaw in US-China trade tensions and multi-billion dollar chip deals in the Middle East have aided Nvidia's stock surge [3]

Farmer Jim, we were talking about industrials a lot during the A segment and uh a solid midcap industrial is WOB tech if we're going to be building things. We're going to need to move stuff by rail and that plays right to this railroad equipment manufacturer strengths. Okay.Um I purposely didn't go to you in the healthcare conversation as I thought you would going to do. United Health is your final trade. Why did you choose it as your final trade.Because it's down today on the journal article and that's not ...