Is there any stopping Bitcoin. The cryptocurrency hitting an all-time high again today. Tana McKielle looks at what's driving Bitcoin higher and its impact on the rest of the industry and it has had an impact.Today, yeah, Morgan, this week's surge really helped by the tech rally that we saw on Wednesday. That risk on mode is exactly the kind of thing that drives Bitcoin to rise with stocks. It's rising today still as trade worries came back and pushed stocks lower.Bitcoin is acting like that hedge. We also ...

Well, look, the president's been very clear. He's concerned with the the tight policy that the chairman has had. Um, he thinks he's generally been too late.That's our our our view. And and you know, we saw Chairman Powell, he was too late to recognize inflation and now he's too late to to lower rates. And the Fed has just mismanaged uh the institution.And we see that the extent to which they've been operating at losses uh for a number of years now is for the first time in their history. And then you just se ...

Tariffs and Market Risk - The market is largely discounting the risk of higher tariffs, viewing President's threats as saber rattling [2][3] - There is a risk that tariffs, with an effective rate of 13-14%, will start to impact second quarter earnings, as they began to kick in during May [4] - Mega cap tech companies are relatively invulnerable to tariffs [12] Interest Rates and Fed Policy - The Fed is split on interest rate policy, with approximately 50% favoring rate cuts due to concerns about unemployment and 50% worried about the inflationary effects of tariffs [6] - Chicago Fed chairman Goulsby is considered dovish and signals potential rate cuts [5] Yield Curve and Banking Sector - A steepening yield curve is generally considered positive for the overall economy and is beneficial for banks, as they borrow short and lend long [8] - The banking sector is fundamentally benefiting from the current yield curve [9] - Mega cap banks like JP Morgan are trading at high valuations (250% of book value), but regional banks may still offer attractive opportunities [10] Tech Sector - Tech names are showing strong positive indications pre-earnings, with approximately 60% of positive pre-announcements coming from the tech sector, compared to about 14% for industrials [13] - Mega cap tech companies still have room to grow, driven by long-term growth pathways, despite recent pullbacks for profit taking [12]

Hey John, we are 30 days been basically 30 days since the crash of an Air India plane uh on June 12th and since then the authorities in India have been investigating. Well, they have released their initial initial conclusions. This is not a final report. This is not a final determination.But the most important thing for investors to focus on here is with regard to Boeing and GE Aerospace. This was a Dreamliner and it had GE engines when it went down. And according to Reuters, which is citing the report, the ...

uh final 30 seconds of the week into the close. The S&P 500 is down just about 1/3 of 1% both for the day and for the week, hanging right around those all-time highs, but not quite there. And to take a look here, our own Jim Kramer and the CNBC Investing Club team ringing the closing bell here at the New York Stock Exchange to celebrate the club's third annual meeting.Let's send it over to overtime with Morgan Brennan and John. Well, that's end of regulation. On your screen, you'll see that familiar face, J ...

Market Trends & Drivers - Bitcoin received a boost from the tech rally [1] - Short liquidations triggered a surge in Bitcoin's price [2] - Bitcoin ETF inflows reached over 1 billion USD, marking the biggest day this year [2] - Corporate buys and ETF inflows have supported Bitcoin, keeping it above 100,000 USD for over 60 days [3] - The rebound in crypto started in mid-April [3] External Factors & Potential Risks - Interest rates are a key focus for Bitcoin [4] - The Fed meeting at the end of the month will be interesting to watch for its impact on Bitcoin [4] - Potential termination of Fed chair Jerome Powell hinted at by President Trump influenced the market [3] Bitcoin Performance & Characteristics - Bitcoin outperformed gold [5] - Tech up and rates down is a good formula for Bitcoin [4] - Bitcoin reached the 110,000 USD level [2]

Market Analysis & Outlook - S&P 500 is slightly overbought but bullish trend signs remain, targeting a rally to 6500 with potential upside risk this summer [2][3] - Dow Jones Industrial Average needs to break out at 45000 to confirm further rotation [3][4] - Growing breadth in the market is indicated by the percentage of stocks above the 200-day moving average trending to higher highs [4] - A mean reversion towards year-end is anticipated, potentially bringing the S&P 500 back down towards 6200 after reaching 6500-6600 [5] Individual Stock Analysis - Uber's chart shows a breakout to the upside, with upside targets of 101 and 113 [6][7] Currency Market - The dollar index is at secular trendline support around 97, suggesting a potential Q3 bounce [9] - Bearish sentiment and stretched short positions of asset managers could trigger a Q3 seasonal dollar strength [10][11]

So, our next guest says a lot of the good news is already priced into stocks, making further upside harder to come by, while high valuations meet high downside risks if earnings disappoint. Joining us now for more is Tom Bulick, CEO and managing partner at Strategy Asset Managers. Tom, uh, to what degree do we need to think about international markets as a risk versus an opportunity.I know you like Marcato Libre. We do. And thank you for having me on set today.and uh nice to be here. We we like uh the inter ...

Market Trend & Industry Dynamics - JPMorgan is planning to charge fintech companies for accessing customer bank account information, leading to a sell-off in fintech stocks like PayPal (down 6%) and Block (down 5%) [1] - The move by JPMorgan is seen as defensive, indicating that fintech companies are successfully attracting customers from traditional banks and impacting areas like buy now pay later [2] - Fintech companies rely on customer data obtained through services like Plaid to properly underwrite accounts [4] Potential Risks & Opportunities - The cost imposed by JPMorgan could be an added expense for fintech companies [5] - The rapid growth in account numbers and buy now pay later services may offset any additional costs incurred [6] - Visa's previous attempt to acquire Plaid in 2019 suggests the significant value of the data Plaid provides [5] Company Strategy - JPMorgan's action is interpreted as a defensive strategy to monetize customer data access, potentially due to diversification of customer business with other players [6]

It's been a banner week for the tech space. The sector hitting all-time highs again today as Nvidia pushes even further above its record $4 trillion market cap. Joining me now to discuss, Intelligent Alpha founder and CEO Doug Clinton.Doug, good to see you. Um, I mean, obviously that's a that's a a landmark. It's obviously representative of of just the sheer massive economics that are flowing in Nvidia's direction.Uh, but I wonder kind of weigh in on what we were just talking about with the prior panel, whi ...