THIS MORNING. REVENUE DOUBLING IN Q2 ON ACCELERATING AI INFRASTRUCTURE DEMAND. THAT IS JUST TO CALM, FRANKLY, BECAUSE THIS WAS SOME QUARTER.JOINING US NOW HERE AT POST NINE. FIRST ON CNBC IS CORBY FOUNDER AND CEO MICHAEL LYNCH. HEY MIKE GOOD TO SEE YOU.GREAT TO BE. ALL RIGHT. LET ME LET ME START BY ASKING YOU A QUESTION THAT I THINK MAY END A DEBATE.I WAS STRUCK BY WHEN I LISTENED TO YOU THAT THE GPU DEPRECIATION DEBATE, WHICH IS RIGHT IN THE WHEELHOUSE OF A LOT OF PEOPLE, IS OVER. AND INSTEAD THE NVIDIA $5 ...

Welcome to Trader Talk. I'm Kenny Pulkar, your host. And today I am joined by Jared Blickery, who's the Yahoo Finance Markets and Data Editor, along with Michael Monahan, who is a partner and portfolio manager at Founder ETFs and the Founder 100 ETF, which I think is a fascinating product.So, we're going to talk about that. Actually, I want to kick that off and talk about that specifically because I think that's a great concept. So tell the audience a little bit what you mean by the founder 100.>> With the ...

[music] I have the unique pleasure of working with tens of thousands of startups around the world that optimize [music] their technology with us. >> We've seen the ability of today's AI to [music] understand phenomena scientifically and theoretically. We will be able to [music] make progress towards solving problems that have so far been completely off limits.We're [music] connecting data with artificial intelligence, digital twins, and robots so that machines can actually start [music] to understand, decid ...

Market Dynamics - Nvidia's CEO Jensen Huang formed a consortium of industry leaders to finance the rollout of artificial intelligence infrastructure [1] Financial Risk Management - Nvidia successfully eased credit market concerns regarding capital-intensive artificial intelligence deployments [1]

Why are UK share prices on the up. British stocks have risen by about 19% over the past year, up [music] nearly 4% just in July. A turnaround for a market that long underperformed.>> [music] >> Investors were unimpressed by Britain's anemic economy and rising borrowing costs and the FTSE's lack of big tech companies. With many retail investors taking money out of UK stocks. [music] So, why is the FTSE rebounding now.Have markets laid their post-Brexit fears to rest. Or [music] is it the impact of a new prim ...

COREWEAVE. ED YARDENI RAISING HIS YOUR END S&P 500 TARGET, REMAINING THE MOST BULLISH ON WALL STREET, ADDING, AI DEMAND LOOKS REAL TO US, BUT IT'S SKYROCKETING GROWTH WILL DECELERATE EVENTUALLY. I'M SO GLAD TO SAY JOINS US THIS MORNING.LET'S START THERE. THIS WAS SOMETHING WE WERE STRUGGLING WITH WITH NICOLAI TANGEN. HE IS BULLISH AI AND SEEING PRODUCTIVITY GAINS.ON THE OTHER HAND, HE IS SAYING THIS IS AS GOOD AS IT GETS WHEN IT COMES TO MARKET RETURNS. ED: I THINK THE MARKET IS GOING HIGHER AND I THINK IT ...

Technology & AI Sector - CoreWeave reported robust sales forecasts and order books driven by surging demand for AI compute infrastructure, with 23% of its costs allocated to Nvidia chips and 80% of its revenues derived from major hyperscalers Microsoft, Meta, and Alphabet [4][5] - Tencent posted a net income of 56 billion yuan, falling slightly short of estimates, while revenue slightly beat expectations amid a broader consumption slump in China [59][60][61] - The sovereign wealth fund of South Korea estimated next year's technology and innovation investments to range from 600 billion South Korean won on the lower end to over 1 trillion South Korean won on the higher end, targeting Series B companies rather than large conglomerates like Samsung and SK [40][43][44] Macroeconomics & Energy - Crude oil prices climbed for a sixth consecutive day amid ongoing skepticism over restoring energy flows through the Strait of Hormuz, with crude up about 12% for the week [12][52][54] - Goldman Sachs projected total U.S. equity issuance to reach approximately 1.1 trillion dollars in 2026, representing about 1.7% of total market capitalization [32][33] - The U.S. labor market generated an average of only 20,000 jobs per month over a recent three-month period, with wages growing at an annualized pace of just 2.3% [22] - S&P 500 companies tracked approximately 50% earnings growth in the second quarter, and even excluding one-off gains, earnings grew by 31% [30] Commodities & Global Trade - Ukrainian strikes on Russian refineries and key Black Sea grain terminals disrupted exports, with Ukraine's agricultural exports in August down 75% compared to the same period last year [83][84] - Japan previously intervened in foreign exchange markets to the tune of about 150 billion dollars over recent years to support the yen [107]

>> ALL RIGHT. THIS MORNING WE'RE GOING TO BREAK DOWN THE MASSIVE AI SPENDING SPREE AND WHETHER THESE TECH INVESTMENTS WILL ACTUALLY DELIVER A RETURN ON EQUITY. IT'S $1 TRILLION QUESTION.JOINING US NOW TO ANSWER IT, MITCHELL GREEN, FOUNDING PARTNER OF LEAD EDGE CAPITAL AND A MAN I JUST LEARNED IS ORIGINALLY FROM MICHIGAN. SO I AUTOMATICALLY LIKE YOU MORE. MITCHELL, WELCOME.>> THANKS SO. >> MUCH FOR HAVING ME ON. I MEAN, THAT IS THE QUESTION.LISTEN, YESTERDAY YOU HAD SUNDAR PICHAI OF GOOGLE SAYING 1 BILLION G ...

It's Wednesday the 12th. Good morning. What do you need to know.Coach and super Mike gross numbers didn't disappoint overnight. That's the first thing. Take us out a particularly good night.There are conflicting reports on whether a deal is close or not to reopen the Strait of Hormuz. Brent is holding just below 90. We'll show you that in just a second.And it's inflation day in the USA. CPI drops at 830 eastern time. Well, tech has been doing some heavy lifting or at least some lifting for European equity.S ...

Market Trends and Macroeconomics - Brent crude oil prices approached 90 dollars per barrel amid ongoing uncertainty in the Strait of Hormuz [29] - The United States 10-year Treasury yield decreased to 4.68 percent, while the 30-year Treasury yield maintained multi-year highs not seen since 2008 [2][20] - Traders priced a 50-50 probability for a September Federal Reserve rate hike ahead of the United States Consumer Price Index release, where economists projected annualized headline inflation at 3.4 percent [1][15] Industry Dynamics and Technology - South Korea planned to deploy between 600 billion South Korean won (lower end) and over 1 trillion South Korean won (higher end) of fresh capital into a new sovereign wealth fund targeting Series B and strategic AI industries [77][81] - Tencent Holdings experienced slowed earnings growth in the second quarter as artificial intelligence investment costs and capital expenditures doubled, with Chinese large language models numbering close to 1,000 [67][68][70] - Semiconductor companies Samsung Electronics and SK Hynix drove a nearly 4 percent increase in the Kospi index, with both companies expected to announce massive shareholder return plans later in the month [6][49] Corporate Performance and Operations - Vestas Wind Systems reported second-quarter net income of 280 million euros alongside a positive uplift in full-year adjusted earnings before interest and taxes [52] - CoreWeave provided 500 megawatts of raw computing power for artificial intelligence during the quarter, outperforming all other neo-cloud competitors combined [11]