Welcome in Dan Ies on what's been Nvidia's no good very bad week despite an earnings report that wowed the street once again including you personally and the way you covered this company couldn't throw any stones at this report yet what gives with this bad week for this stock and what does it mean then for how it might trade in the month ahead >> yeah Scott I mean it's a stunner the way that this thing's traded here uh you know I'd expect this is a stock that actually be 210 215 look this is if you From a r ...

Best month in over a year and a half came in February. Harry Sedaris is the CEO of Duke Energy and joins us now in an exclusive interview for our new power insider energy focus. Harry, it's great to chat with you again.I want to start very quickly sort of a little bit on the political angle. The president, there's a meeting next week at the White House. Heck, maybe you'll be there.Bunch of big techs going to be there. The president wants everyone to sign this rate player payer pledge. He said to not have da ...

Let's bring in Dan Res Muen. He's the founder and portfolio manager at Verdad Capital. Dan, really appreciate it.And it's important to set the stage here because in some ways there were going to be problems or or the sort of problems were going to come home to roost in private equity one way or the other. And we thought it was going to be from higher interest rates. you know that that in many ways was going to be the no one really saw oh by the way the thing they invested in private equity and credit over t ...

We have a cluster of companies that are pleasant surprises, ones that took different paths to get into the portfolio. And Corning and CUNY, the six and ninth best performing stocks in the S&P 500 up up until the close yesterday are two that we spotted and I am very proud of it frankly. But let me tell you first how we spotted Corning.It's when I went to Harrisburg, Kentucky to the Corning plant where all iPhone glasses made. Wend Weeks, CEO, I was obviously there when I talked to Tim C, but Wend Weeks, the ...

This is one of the most dramatic restructurings that we have seen in tech. Block cutting 40% of its staff of 10,000 and CEO Jack Dorsey is directly attributing the move to AI. On the earnings call last night, he called this a fundamental shift in how you build and run a company.>> Intelligence tools have changed what it means to build and run a company. We're already seeing it internally. A significantly smaller team using the tools we're building can do more and do it better.and intelligence tool capabilit ...

his response to the Supreme Court's decision to strike down his tariffs. Our Aean Javvers was in the room. And Aean, I heard you this morning suggest that it was going to elicit a defiant response, and it did.>> Yeah, it absolutely did, Mike. And I I've got an important clarification here. I was just in the uh office of a White House official pinning down some details on this, and I don't think this information is in the market necessarily yet, so I want to walk through it.Uh there's some question about thi ...

you got Steve. >> Yeah, Scott, we got a big shakeup over at Microsoft's gaming business. CEO Phil Spencer, he is out.He is a o over 30-year veteran of this company, nearly 40 years actually. Uh he's been running the Xbox business for over a decade. He is stepping down and he is now going to be replaced by another Microsoft executive that's president of core AI, Asha Chararma.She uh works a lot with developers on artificial intelligence and things like that. She was a big keynote speaker at their build confe ...

For more, let's bring in Avery Sheffield, Vantage Rock's co-founder and CIO. It's nice to see you. Thanks for being here.>> Great to be here. >> So, this good timing. You say you told our producers, "The ruling won't have much of an impact on the economy, but I will report back on any additional insights following the Trump press conference." All right.So, we have the Trump press conference. Let's get the insights. Now, now what.>> Well, I mean, he's determined to keep the tariffs at as high of a level as p ...

All right, let's stay on the tariffs discussion and move into the retail sector. The XRT Spider ETF initially popped on the Supreme Court decision earlier, but it quickly gave up all those gains is actually lower now by a bit and now has moved now a half percent higher. So, it's been volatile.Help us here to help us make sense of all of this is SW Retail Advisors President Stacy Woodlets. Uh, we talk a lot of things about retail with you for good reason. So let's talk about some of the price action that we ...

The Supreme Court has struck down the President’s tariffs, President Trump is considering a limited military attack against Iran, private credit stocks are sliding, and filmmaker James Cameron is speaking out against Netflix’s bid for Warner Brothers Discovery. Plus, former New Jersey Governor Chris Christie is now a strategic advisor for the American Gaming Association, and he’s calling out the “prediction market” status of Kalshi and Polymarket. Florida Governor Ron DeSantis discusses the state tax polici ...