What's so interesting, Islam research came out a week or so ago and look really buoyant about future growth and revenue. Very different for this CHIP equipment company. You are pointing out the debate that is waging and all the sell side reports in my inbox right now.Right. I mean, on the call last night, the narrative from the company was that China demand is worse in some of our largest customers that are holding off due to kind of just general economic uncertainty, tariffs and all that. But there's also ...

Questioning it, asking How does the US government help Intel fix its leading edge node when it's not a money issue. They have no customers and there is a good reason for that. Jordan Extrapolate on that.Yeah. I mean, Intel, in my opinion, has two main issues. One is on the technology side where their leading edge foundry business has struggled to execute at these more advanced nodes and they've lost a lot of potential business and share to TSM, who's executed flawlessly.And the second big issues, you know, ...

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So what's the new information we're reporting today. Right. A follow on from yesterday's scoop from Bloomberg that it looks like the funding that the White House is looking at using would come from Chips Act money.Of course, everybody might remember that from the law passed during the Biden administration. We've understood that some of that money has laid dormant and could be potentially used for this potential equity stake that the administration was looking at in Intel. Fascinating, because we understood ...

Geopolitical Event - The report indicates a meeting between President Trump and Putin is anticipated in Anchorage, Alaska [1] - The report mentions Air Force One landing, suggesting the arrival of the US President [1] - Ukrainian supporters are present at the location, expressing their concerns about Putin being allowed on US soil and the exclusion of President Zelensky [1][2] Sentiment - There is a desire for peace to be achieved during the meeting [2] - Strong support for President Zelensky is expressed, with some suggesting he deserves a Nobel Prize [2] - The presence of Putin on US soil is met with disapproval and distress [2]

even talking about it for Intel and maybe some other struggling American companies. Joining us now is Patrick Moorhead. He is CEO and chief analyst of Moor Insights and Strategy.Again, I want to be clear. We don't know anything. We don't know any potential terms. We don't even know if it's going to happen.Patrick. But what was sort of your initial reaction, your hot take to the Intel news yesterday. >> Well, I.>> Called this a week before, and I do believe that that the US government will put an investment ...

Rick Santelli is in Chicago. But Rick, what's it going to take to really get the Treasury bond market moving. Because with the exception of about three weeks in April, it's kind of been, as you and I have talked about, kind of been stuck for a while.Well, you know, but where is it stuck at. If you look in May, uh, we touched 4% like really briefly and rocketed back up in tens. See, we may be considered orderly, and I think that's a good accurate description.But the curve is steepening. It's steepened about ...

Craig Johnson. He is Piper Sandler's chief market technician. It was a lot of people, a lot of people, Craig, back in April saying that we were doomed.Sell everything. A lot of panic out there. You and your team and a few other people stayed calm and carried on.What did you see that maybe others missed. And what do you see now. >> Thanks, Brian, for having me back on Power Lunch.What we saw then is we saw an environment where a lot of our technical indicators were very washed out. They were at levels that y ...

Let me ask you directly here as we look ahead to this discussion in Alaska. Do you believe that President Trump could get anywhere productive with Vladimir Putin. Look, the optics are really bad.Um, the leader of a UN Security Council member is a wanted war criminal. Um, our government is treating him like a friend. We should be arresting him, not legitimizing him and entertaining him.I don't think we're going to get anywhere with Vladimir Putin. Is it worth a shot to try to get the fighting to stop in Ukra ...

when ETH pumps because Tomley is buying it, it's not a blip. It's actually like Bitcoin dominance is materially falling and it's not just a blip. It is an actual event on the chart.During my my dark days of ETH when ETH was like down in the hole at like 1,700, like I was trying to emphasize like why is Bitcoin where Bitcoin is at like $100,000 and ETH is where it is at $17,000. And like my answer was like, oh, because Bitcoin as an investment has attracted the likes of Michael Sailor because of the 21 milli ...