Trivariate’s Adam Parker, NewEdge Wealth’s Cameron Dawson and Invesco’s Brian Levitt join 'Closing Bell' to discuss the latest news affecting markets. ...

Now, according to the latest note from Morgan Stanley strategist Steven Bird, we are likely about 49 gawatts or so of power short to make all these AI dreams happen. Now, gigawatts can be confusing very very roughly. 1 gawatt is about 750,000 American homes worth of power. So, we're kind of talking about 40 million homes equivalent worth of electricity.That would be enough to basically power three times all the homes in Texas. So, how do we hit that supply and what companies may ultimately benefit Steven Bi ...

Where are the best places for your money right now. Joining us, Laura Mart Martin, managing director, senior internet analyst at Needm and Company. Laura, I tried to You're the media wiz, so I tried to get like the TV show reference in there.Was it directionally correct. I mean, or does it it seems like everybody is kind of semidating everybody. >> I would make a more practical point here.Amazon is the only cloud company that does not tell us they are capacity constrained because they doubled their power ov ...

All right, we got some breaking news from Washington Fed Governor Lisa Cook who is speaking in DC. Steve Leeman has those headlines. Steve.>> Uh, thanks Brian. The Olive for Fed policy continues to be somewhat confusing with Fed officials offering different forecasts from each other and even some officials taking both sides of the argument. Lisa Cook speaking in Washington said she supported the decision to cut rates last week.Uh, but says downside risks to employment are greater than upside risk to inflati ...

Joining me now is Phil Green, chairman and CEO of Cullen Frost Bankers. Thank you so much for joining us here. You know, I understand you're located in Texas and sometimes Texas can sort of operate in different in different ways than different areas of the country.So, can you explain to us with real estate, of course, we know is very local. What is going on when it comes to mortgage lending for you all. >> Well, thanks for having me, Courtney.It's been it's great to be with you here today. You know, it's in ...

Joining me now is Olria Hoffman Berte. She is chief investment officer America's and global head of equities at UBS global wealth management. Thank you so much for joining us.I mean there's so much to talk about in the markets but because we have yet another deal in the AI open AI space this time with AWS Amazon I'd love to talk about how that sort of underpins the idea of technology powering the economy. Do you think that this can continue at this rate. Well, I think it's a great observation.I think first ...

So for more, let's bring Gloria. He's head of technology research at DAD Davidson. Thank you so much for joining us.I guess sort of give us your overall expectation for the print. I mean, do you think margins can hold up in that 80 81% range. That's really impressive.>> Yeah, there's no reason to believe that they will not. Uh this is a company growing revenue 50% with 50% operating margins. Both are by far the best in the entire category.Palunteer is the best software company and it's not even close. Uh th ...

Brian Belski, founder, CEO and chief investment officer at Humilis Investment Strategies, joins 'Halftime Report' to discuss his newly launched firm and defend his 7000 S&P price target. ...

Let's discuss all of it with Lo Tony. He's founding managing partner at Plexo Cap Capital. He's also a CNBC contributor.Lo, it's so great to have you here. I mean, Matt went through everything that OpenAI is doing. Obviously, now they are partnering up here with AWS for compute as Microsoft's right of first refusal expired, but it doesn't seem like Microsoft is going to be too poor off right now.They've obviously been making some of your own deals. Can you sort of size up where we are in this space right no ...

Well, come from consumer deals to tech deals. Amazon shares hitting a record high on news of a $ 38 billion compute deal with OpenAI. Mackenzie Sagalis has more in today's tech jack to the woman that never sleeps, smack.Hey, Courtney. So, OpenAI is teaming up with Amazon for the first time ever on compute in a deal that not only makes AWS the newest hyperscaler to power chatbt, but also consumes nearly all of the capital from the financing round that had just closed. The agreement gives OpenAI access to hun ...