China obviously, you know, there aren't there aren't other China. We are economically this is a bipolar world and you better get China right. So, I'm sure the markets are going up in part because they're glad the president in this one area on tariffs is treading a bit more lightly.I think they think that they are treading lightly and that a deal of some sort will either get done or by the way may never get done but continue to get pushed off and off and off. But I will I will throw a new question mark into ...

My next guest believes that goal is too ambitious. He remains cautious with an underperform rating, $85 price target. Let's bring in Missou's Dan Doof, who joins me here on set.Dan, it's good to see you. Great to see you. Why do you think it's too ambitious.Because if you look at the facts, I mean, I like stable coins, don't get me wrong, but if you look at the facts, you've only had like 6% growth in USDC in circulation since like the end of 2Q. It's basically been stale. Like, it's not moving since April. ...

>> Welcome back to the Halftime Report. And a very big welcome to our friends at the Golf Channel, as well as we make a major announcement today, NBC universal versus and the United States Golf Association are extending their media rights agreement through 2032, a deal thought to be valued around $95 million annually. Mike Hogan is CEO of the USGA.He joins us now live. Welcome. This is a very big day.>> Hey Scott. This is a good day. I know you're a I know you're a golfer and a golf fan.And so it's exciting ...

Our next guest says rate cuts are looking more likely following today's CPI report. He's calling for a 100 basis points by year end starting with 50 next month. For more, let's bring in Barry Knap, director of research at Iron's macroeconomics.Barry, it's great to have you on. We have this market meltup here on the heels of CPI. Does it make sense to you. It does.Um the market until today at least um was increasingly narrow driven by the whole Gen AI theme. Um for a couple of years we've had pressure on sma ...

As AI demand has ramped up exponentially, trillions of dollars have been committed to building data centers. But now a different technology is emerging and it could drive the next leg of real estate growth. Diana Ol joins us now.She has the details in today's property play. Diana. Well, David, until now quantum computers have mostly lived at academic or government facilities because they had limited practical applications, but quantum computing is fast becoming commercially viable.And as a result, it needs ...

back. Let's talk about these other moves from Bellski. Um, so you added to Goldman Sachs, um, clearly after President Trump posted on Truth Social about David and their economist.Clearly, that was your buy signal. Uh, US Bank Corp and Metife. Tell me more.Yeah, we took out Black Rockck. Uh, and these are all positions within our value portfolio. Black Rockck to us isn't so much a value stock anymore.We still own it in our dividend growth portfolio, but stocks at 28 times earnings, hitting all-time highs. cu ...

Let's do final trades. Mr. . Bellki, what you got.>> BL Top Build. >> Thank you very much. >> Thank you.Great to be here. >> Yeah, it's great having you. Humbled, honored. >> I'm very humbled.Thanks, >> Farmer Jim. I too am humbled and honored to be here. Uh Pacific Gas and Electric, this stock got hit hard after the California wildfires, even though they weren't culpable for it.But as the situation with the insurance fund becomes clear, it looks like they're not going to be uh having to spend too much on i ...

All right, calls of the day. Let's do Chipotle. It was upgraded today to overweight.Price target though was trimmed by a few bucks to 50 from 53. It's at Piper Sandler. They like the riskreward.Stephanie Link, I think, agrees. I like the riskreward. You upgraded it.Yes, we did about two weeks ago and last week I think we spent 20 minutes on the A block on it. So, um, look, the expectations are very low. They have very easy comparisons.It's a good franchise. They have products that are coming down the pike w ...

Well, Morgan, police are investigating a deadly shooting outside of a Target in Austin, Texas. Here's what we know right now. According to local law enforcement, three people, including a child, died when a gunman opened fire in the store's parking lot yesterday.The suspect, a 32-year-old man with a history of mental illness, is now in custody. NBC News correspondent Priscilla Thompson joins us now from Austin. So, Priscilla, you've got some new information about the suspect's identity.What have you learned ...

Joining me now, Harvard Kennedy School professor and former chair of the Council of Economic Advisors, Jason Ferman, and NBC's Christine Romans. Matthew Dow is back with me. So, take us through this inflation report.Christine, what stands out to you. What should stand out to the American consumer. >> You know, when I dig in here, you can see these little kind of hints of where these higher costs at the border may be working their way through.You look at furniture, you look at tools, you look at pet supplies ...