All right, why don't we start off with this uh the idea of the US government taking a stake in Intel um basically in exchange for the chips act funding. What's your view on that as someone who is running a publicly traded company. >> Well, you know, I think the important thing here is the the president has talked about kind of the big vision is let's win the race, the AI race.that that's the strategic objective and I can see the government lining up behind that and getting really invested in that and and ex ...

Intel considering equity infusions from big investors at a discounted price. Uh this is uh coming at as the Trump administration is also weighing an equity stake in the company. Joining us now, former North Dakota Senator Heidi Hidamp. She's director of the University of Chicago's Institute uh of Politics and a CNBC contributor. and to agree with her. On the other side, uh Jeb Henseling, uh who served as chairman of the House Financial Service Committee, is now an economics fellow with the Kato Institute. T ...

The quarterly results are just out from Walmart. Courtney Reagan is here and she has more on that front. Hi, Court. Hi. Good morning, Becky. Okay, there's a little bit of nuance in this one, so hang with me. So, Walmart putting up earnings of 68 cents adjusted. That's unclear if it's comparable to anal assessments. There's some legal charges in here. Revenues though are stronger than expected, 177.4% billion. The street was looking for 176.16%. Now, operating income, it is coming in at a negative 8% in the ...

I want to talk crypto. Joining us right now, Anthony Pompiano, founder and CEO of Professional Capital Management. Good morning to you.What do you make of what's happening here with Bitcoin. I know you're going to say, well, you know, it's been a little little bit of a reversal, but maybe just a little bit. Well, I think that Bitcoin is very volatile asset and uh what we know is in bull markets usually there are these drawbacks, but the drawbacks historically have been 30% draw downs and these haven't been ...

Let's start with the markets. Uh futures in the red right now. We're coming off a 4-day slide for the S&P.What do you make of these moves. Well, Frank, I think for me this is fairly normal pullback activity after you've had a more than 30% spring back from the um April lows valuation of 22. I think this is pretty normal.And what you're seeing the profit taking in mega caps is also something we've seen the last year and a half. They run up on based on their solid fundamentals. people take profits because the ...

All right, so we just hit on that data point right there from Prequin. Um, fundraising for student housing, first half of the year, $20 billion, highest in a decade. At the same time, if you just do a light Google search, I like to call it a light Google search, you see enrollment in colleges is actually declining.So why is the fundraising going up while the student population appears to be going down. Well, you know, I I think Frank, what's happened is the hidden secret. We you know, Campus Apartments is a ...

You said you have your lowest exposure to credit in 40 years. The the kind of on the other times you've been underweight or the leaning crisis and right before COVID. So what does that mean practically for your investments.Does that mean that you're completely getting away from credit. Are you in investment grade but still at the lowest level. Are you moving into high yield.What does that exactly mean. Sure. First of all, if you look at the investment grade universe according to the index, it's almost $30 t ...

Joining us on the markets right now is Carrie Firestone. She's the co-founder and chair Amarita. Ammerida is they ammerida is when it's a woman.>> Yeah, >> I did not know that. Ammerida. Uh she is the chair ammerida of Arius Asset Management.She's also a CNBC contributor and Carrie, it's great to have you on set today. >> Thanks very much, Becky. >> All right, let's talk about what we're seeing in the markets right now.You think that we are on the verge of of of a pullback. How how big of a pullback are you ...

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Five things to know ahead of today's opening bell. We got a lot of them. Well, we got five of them actually.Human resources software giant Workday reports after the bell. The stock down about 17% in the three months. In the past three months, analysts have raised concerns that AI could uh take market share from workday and its competitors.Meanwhile, President Trump saying his administration will not approve wind or farmer destroying solar. This comes after the Trump administration tightened permitting for r ...