Creighton, how do you talk through the next 90 days. What's at stake for Mexico in particular, and how are they expected to negotiate to get to the next ground. Yeah, well, this was the same old pattern, right.Shane Boehm gets on the phone with Trump and and gets gets an extension and there's lots of goodwill. You know, the question is, can this momentum carry over into something real. There are a lot of indications that that that can happen.President Sheinbaum having her press conference as we speak, where ...

The government attaches the utmost importance to protecting and promoting the welfare of our farmers, workers, entrepreneurs, exporters, MSMES and all sections of industry. We will take all necessary steps to secure and advance our national interest. >> Do you expect something to happen before the deadline.>> Well, I don't I don't know what's going to happen. You know, it'll be up to India. India came to the table early.They've been slow rolling things. So I think that the president the whole trade team's a ...

Market Sentiment & Economic Indicators - A new ETF, Granny Shots ETF, rapidly accumulated $2 billion in assets in less than a year [1] - Despite some enthusiasm, the general sentiment among Funstrat's clients (10,000 RAIA clients and over 400 hedge funds) is cautious, aligning with the $7 trillion of cash on the sidelines, suggesting a mid-cycle rather than a market top [4][5] - The ISM manufacturing index has remained above 50 for 29 months, the longest stretch in history, indicating businesses have been cautious [3] US Economic Performance & Global Comparison - US earnings growth since 2019 has surpassed all other countries, with India being the second closest but almost 20 percentage points behind [7] - 21 of the top 25 most profitable companies globally are US companies, justifying the large market capitalization of companies like Microsoft and Meta [8] - The US economy's strength is driven by technology, spearheaded by AI and digital assets, along with financial innovation [8] Market Valuation & Dominance - Meta and Microsoft's combined market capitalization equals that of the entire Tokyo Stock Exchange, reflecting the dominance of US companies [6]

IPO Market & Speculative Fervor - The IPO portends more companies going public, indicating market receptiveness [2][3] - The IPO also highlights speculative fervor in the market, raising concerns about sustainability and health [3] - The IPO's success may indicate mispricing by bankers or high demand for technology stocks, with the stock tripling its IPO price [4] Growth Story & AI Impact - Everyone is eager for a growth story, exemplified by excitement around OpenAI [6] - Microsoft's cloud benefits from hypergrowth startups like OpenAI, impacting big tech earnings [7] Stock Performance & Valuation - The stock was halted at $112.77 per share, significantly above its IPO price of $33 per share [12] - At $112.77 per share, Dylan Field's 61.32 million shares are worth $6.9 billion [12][13] Market Comparison & Concerns - The situation is reminiscent of the Coreweave IPO [5] - There are concerns that focus on a small number of growth stories (like AI) is leaving most of the market behind, creating a problematic setup [15]

You and I have discussed this so many times, the move into Iot and in particular automotive. So I thought that a good starting point would be to ask when smartphone and handset is no longer the majority of revenue and when that kind of tipping point or how close toward that tipping point is where your diversification efforts have shifted the business model. Very good.Ed, great talking to you. Look, I. I don't really understand what not to like about it.We have been consistently delivering what we said we're ...

The world that you're seeing isn't the true world. All of this that I'm seeing right now is just a virtual reality. It's like you're born with a headset on playing in a video game.That's your reality. But if you're the programmer who wrote the code for the game, you know that there's an entire world outside of it. And as the programmer, you can do miracles. And do you think we're getting closer to being able to edit the code.That's exactly what I'm working on right now. And we're opening up a realm of new t ...

Innovation and Technology - Domino's partnered with Boston Dynamics to create Dama Dog, a robot pizza delivery dog [1] - Dama Dog uses cameras and sensors to navigate and avoid obstacles like seagulls [2] - The robot is designed to communicate with customers using audio and visual cues [3] Pilot Program and Future Prospects - Dama Dog is currently in a pilot program in the UK [1][3] - Domino's views Dama Dog as a glimpse into the future of pizza delivery innovation [3]

Government Policy & Regulation - US President Trump is urging 17 pharmaceutical manufacturers to voluntarily lower US prescription drug prices within 60 days to match global prices [1] - The call includes extending most favored nation (MFN) pricing to Medicaid [2] - Guaranteeing MFN pricing for newly launched drugs is also requested [2] - The request includes returning increased revenues from abroad to American patients and taxpayers [2] - Direct purchasing at MFN pricing is another point in the request [2] Industry Impact & Challenges - Implementing MFN pricing for newly launched drugs presents challenges, as US is often the initial launch market [3] - The industry will be watching the responses of companies like Lily, Pfizer, and AbbVie [4]

Should members of Congress be able to buy and sell stock while in office. Well, right now there's nothing stopping them. But it's a question that voters and some lawmakers have been asking for years, especially because people up here get access to sensitive information before just about anybody else.>> I practice what I preach. I don't have individual stocks. I don't trade in stocks.I'm not a billionaire unlike others on this committee. Debate literally on this topic has been reignited with the reintroducti ...

[Music] Hi everybody. My name is Quinn. I am a co-founder of a company called Daily.Dy's other founder is in the back there, Nina. I'm stepping in for my colleague Mark, who couldn't make it today, so we're going to do this fast and very informally, but I think that's a good way to do it at an engineering conference. I don't have as much code to show as the last awesome presentation, but I'll try to show a little bit.We're going to talk about building voice agents today. Uh I work on an open source vendor n ...