Health and Human Services Secretary Robert F. Kennedy Jr. . is pushing back one day after a group of former CDC leaders said he is endangering every American's health.But the only reason why they said that is because he's endangering every American's health. But go ahead. It would be it's hard to laugh, but we got to laugh because it's ridiculous. And we never have to laugh.Well, we're laughing. In an opinion piece for the Wall Street Journal titled, "We're restoring public trust to the CDC," Kennedy didn't ...

All right. So, big ruling here that really boosts the stocks of Alphabet and Apple, two members of that MAG 7, but you're saying more broadly, not only just the MAG 7, but US assets, it may be time to lower your exposure in a portfolio. Why is that right now. Why do you feel that way right now.>> Yeah, I mean, it's it's a good point. I think this whole concept of US asset dominance has been around for some time and we've been talking about that since the beginning of the year. We know roughly half of the eq ...

All right, let's start in China. Chinese President Xiinping showcased his country's military force with the leaders of Russia and North Korea by his side. Fighter jets, tanks, thousands of troops marching across Tienan Square in Beijing to mark the 80th anniversary of the end of World War II.>> Really. I think he protests too much. I see these things as a sign of weakness.I really do. Look at our military hardware. We haven't fought a war in like a generation, but we know how to dance down the streets.I sai ...

All right, first off, why don't we start off with this Alphabet Apple news. Uh, does it change your thoughts when it comes to Mega Cap Tech and the Mac 7 in any way. >> Not really.I mean, this is a a relief. Obviously, we get some certainty uh an outcome that is much better than than feared for Google and for Apple. Um, you know, Google we've owned on and off on the value side.Uh, it is in many ways a value stock. It's, you know, but it's basically a market multiple. Obviously, one of the overhangs has been ...

All right, Macy's just reporting its numbers. Courtney Reagan has the details. Court, what are you seeing.>> Yeah, Becky, I mean, much better than expected, frankly, a quarter. And Macy's is pointing to its overall strategy as the driver. So, earnings coming in at 41 cents.That beats consensus for 18 cents on stronger than expected revenues of 4.81% billion versus 4.76% billion. Now, the retailer also increasing its guidance, but with caution and now expecting fullear earnings in a range of $1.70% to 205. T ...

Let's talk about these acquisitions. So, were you acquiring the companies and the talent came with them or was this specifically focused on the talent at those companies and integrating them into Unifor. Well, we're very excited first of all with these two acquisitions.Uh they bring a lot of technology to us and the people, the talent. But why were these important for us right now. The state of AI adoption in the in business is at a very interesting point.There are some industry reports talking about AI age ...

joining us right now to discuss the creator economy, future of media, and so much more. I watch these guys on YouTube almost religiously, Colin Rosenlum and uh Samir Kuri, co-hosts of the Colin and Samir Show on YouTube. They've got more than 1.5% million subscribers. They're also co-founders of the Published Press and they're hosting a huge event. It's their first summit here in New York this week in Brooklyn. Good morning to both of you. >> Morning. Thanks for having Thanks for having us. So before we jus ...

First off, the president seems to think that this grouping uh this group getting together is, you know, kind of conspiring against America, obviously based on his post. What do you think this means that these countries who are largely making up those the bricks uh are getting together right now and being pretty clear they're not really worried about the Trump administration and Beijing and and the tensions there. >> Well, hey, you know, all you're missing in that photo ops is is Iran.But of course I think w ...

We often turn to you to talk about the tech trade. What is your view of the tech trade this morning on the back of that Alphabet ruling and the idea that both Alphabet and Apple are winners in this situation where a lot of people were worried about a worst case scenario where that $20 billion deal between the two could be broken up. Short-term relief for Apple and Alphabet.At the end of the day, they have genuine competition over the next 3 to 5 years because of the transition to software 2.0%, know which m ...

Five things to watch uh ahead of the opening bill. I get all tied up and will you count just to make sure that uh ready. Y.Okay. Alphabet shares jumping u on a legal win for Google antitrust um against anti US antitrust authorities. The district judge ruling the company will not have to sell its Chrome internet browser.Uh though he said Google would have to share data with its rivals to increase competition in online search. That was one talked about. You do realize that there's a number on the screen.Oh, h ...