You're bullish. We We know it. The viewers and listeners know it, too.The question becomes, after a run like we've seen since the Liberation Day lows, what can we expect from technology, has it already been drawn forward. I don't think so. I think we're just beginning this golden age for tech.And the reason I think tech stocks are up 10 to 15% in the second half of the year because the second, third, fourth derivatives of AI, they're just starting to play out. I mean when you look across software, you look ...

Now to part of the market that has seen some impressive moves. Quantum stocks jumping yesterday after Caner Fitzgerald initiated coverage on the sector. Quantum computing may be in its early stages still, but valuations are already running high.Joining us now is an analyst who believes the long-term impact could be massive. Ray Wang, Constellation Research founder and chairman. Ray, great to have you with us.And of course, we all know that Alphabet has been in on this and has made some tremendous strides. T ...

You tend to announce your pick for successor to Jay Powell earlier than then, say, or as early as, say, the summer or the fall. Well, I do something about who it's going to be. Yes.I don't know. Hey, give me a break. I do.She'd be a good candidate. Anybody would be Jay Powell. You know, he's closing is unfortunate because he keeps the rate way up.I think it's Trump derangement syndrome personally. But, you know, we have a very strong country with we're the strongest country. Look, our country right now is a ...

What's being priced in. I mean, essentially, any time we get clarity, people say, oh, that's priced in. But the clarity is different every single day, whether it's the clarity of what kind of rate we're talking about with tariffs or the clarity of how big the US deficit is going to be, All of these worries that we had earlier in the year that are now being shrugged off as priced in, how do you determine between rational versus numb.I think it is entirely rational because when we look, for example, at what i ...

Investors awaiting the June jobs report. It's a key piece of data that could have an impact on the Fed's next move. It comes amid renewed pressure from President Trump on Fed chair Jay Powell to cut rates.Last night, he said Powell should be fired. Let's bring in former Dallas Fed President Richard Fischer. He is now senior adviser with Jeffre and a CNBC contributor.Also with us, CNBC senior economics reporter Steve Leeman. It is great to see both of you. Um Richard, it's great to see you again.We just had ...

Our next guest is Republican House member uh who opposed President Trump's big bill as of late yesterday, but overnight he voted to move forward with the bill. Joining us right now is Congressman Ralph Norman, Republican of South Carolina. You were outspoken uh on the other side of this bill, sir.And here we are this morning. What has changed. Well, we we had a lot of problems with uh the Senate changing our bill up, mainly adding to the deficit to the tune of with interest right at 100 $1.2% trillion.We we ...

eastern and streaming on CNBC plus. >> Open AI distancing itself now from Robinhood's latest push into crypto after the trading platform started offering what they're calling tokenized shares of SpaceX, which of course is a private company to users, though the users and I should say are only in Europe, so this is not available to customers of Robinhood here in the United States. In a post on X, though, OpenAI saying the following says these OpenAI tokens are not OpenAI equity.We did not partner with Robinho ...

Stefano Pascale is Barclays head of U.S. Equity derivatives research. He joins us now. Stefano, thank you very much for this.Froth is kind of a bad word. Just like bubble is kind of a bad word, at least when it comes to people market. What exactly are you seeing besides what I just reeled off.That makes you feel as though the froth may be something to watch out for. >> Yeah. Hi, Dom.Thanks for having me on the show. So, yeah, as you point out, there are different emerging signs of froth. One is Ark, which p ...

The ADP report, Steve, gave a good amount of pause for yesterday's session. Yet, the market still rallied to all-time highs. At what point right now is the business community going to say, "Hey, this is okay for us to get back to work and start hiring again. What needs to happen either in the economy or out of Washington DC policy makers. " Yeah. Well, good morning, Dom. You know, I the ADP report doesn't seem to correlate with uh all the official reports as you said, but you do have a confluence of events ...

We just showed a live shot of the House floor. How important is the House vote on the big beautiful bill for markets. Uh these headlines keep cutting.Politics is an absolute roller coaster right now. We would say to investors, be prepared to put those aside and really look for companies that are trading below their fair value because that's where you can get some great returns. And of course, as a portfolio manager, Ben, it's your job to pick what those companies are.So take us through where you are seeing ...