Does that mean you need to sell your stocks that are involved with the data center. You'd be like us in the trust. I think you sell some.You can't be as heavily invested in this theme because the price turning multiples are not going to expand. And if the dwindling supporters of data centers lose their positions the coming election, the people selling these stocks now will look like Jesus after the election. But let's say how about the uh money that's flowing into Proctor Gamble and Coca-Cola or the United ...

[music] Hello and welcome to market domination. I'm Josh Lipton live from our New York headquarters. There is just now to go now to the closing balance. Stocks are rallying here. The Dow is up over 900 points on strong earnings and optimism around US tensions. Y finances Jared Blickery is standing by with the very latest. Jared, >> thank you Josh. And things are moving quickly. We have the Dow up quadruple digits, up over a thousand now. And guess what? That is a record high. First one in a while, not only ...

[music] This is Yahoo Finance's morning brief. With me today, Yahoo Finance tech editor Dan Howie and Kevin Man Henny and N Walsh, CIO. Guys, let's dive right in. We've got a mixed picture for futures this morning, but there is no shortage of things to watch here. Um I want to start with the memory and storage trade because um you know obviously sort of the Microns um and and SKHEX's are the biggies of this world but you have the storage names too. SanDisk and Western Digital both reported after the close y ...

[music] Hello and welcome to Market Domination. I'm Josh Lipton live from our New York headquarters. There is just an hour to go until the closing bell now and stocks are under pressure here as Treasury yields rise and investors digest the latest batch of earnings.The hour finances Jared Blickery standing by with the latest. Jared, >> thank you Josh. We had a nice 4-day run.Then the S&P and NASDAQ fell off yesterday as the Dow hit a record high. Today, all three are underwater, although it's not uh the Dow ...

Nvidia and Jensen talked about it even from an open source or other models. The cheaper the models get, the more pervasive that gets. It's better for I spend, because the cheaper that gets is you're going to have more and more demand.So we are going to hear from Nvidia after the close Wednesday. What should the market be listening for. No one has a better perch around the man than the godfather of AI, Jensen.I think it's really about when you look they'll talk there, probably talk about that price increase ...

Most tech organizations would say, “We’ve turned it on. We’ve deployed it in the ecosystem. It’s there.You’ve got Copilot. ” But if you don’t know how to use it, if you don’t know how to experiment with it, or you’re scared of building an agent, those are the skills that you need to develop. And people are scared of this technology.They don’t like getting things wrong. They, you know– they’re scared to fail, And actually, the thing I’ve learned about using agents and building agents is you’re just iterating ...

Long ago, whenever Microsoft first launched Windows and some of the early operating systems were coming out, one of the things that happened was people built applications on top of the operating system. Microsoft saw those applications were doing really well and guess what they did. They launched their own.Now, most of the ones they launched were garbage. Microsoft, turns out, for a long time, wasn't particularly good at launching applications, but they got better at it and over time ate a host of different ...

>> YOU ARE SEEING THIS UPWARD PRESSURE ON BOND RATES. >> THE TREASURY WILL NOT HAVE ENOUGH POWER TO CONTROL THE 30 YEAR YIELD. >> THERE ARE TOO MANY COMPETING FACTORS MOVING BOND YIELDS.>> MARKETS NEED TO SEE ACTION. >> MARKETS ARE TELLING YOU WHAT THEY WILL DO IF THE FED CONTINUES TO SIT ON ITS HANDS. >> THIS IS "BLOOMBERG SURVEILLANCE" WITH JONATHAN FERRO, LISA ABRAMOWICZ, AND ANNMARIE HORDERN.JONATHAN: LIVE FROM NEW YORK CITY THIS MORNING, GOOD MORNING, GOOD MORNING. FOR OUR AUDIENCE WORLDWIDE, "BLOOMBER ...

Microsoft is celebrating the anniversary of the release of Windows 95. Windows 95, one of the hottest things on the market today. Windows 95, oh my god, isn't that the thing that's going to give me the browser.Windows 95 has become that kind of a big cultural happening. There's so much depth to this product. It's it's really not possible to touch on even the major things uh that I think will come with Windows 95.Microsoft President Bill Gates has kept the computer world in a frenzy for nearly a year waiting ...

Does it matter to you what significance is it for how this is funded, whether it's through the general account or whether it's through T Bill issuance. Does it matter. No.Is it significant. Not at all. And the reason why is the general account is funded by t bills.That's how they got up to a trillion dollars. It just didn't appear that way. So what is the general account used for. Most recently, it's been used for the government shutdowns.That's what pays the employees, the government, federal employees, wh ...