I think a lot about these issues. Obviously, I think first um the base layer of digital cash on the internet needs to be as safe as possible and I believe that you know the bipartisan policym I think leadership from the administration has set in federal law that stable coin money is going to be this very safe fully reserved form of money. when you have money moving at the speed of the internet everywhere in the world, you need it to be as safe as possible and short duration treasuries uh you know there are ...

Joining us now is Beimo Capital Markets equity research analyst Joel Jackson. He has an outperform rating and $125 target on Albamarl. Joel, welcome.125 is about 50% higher than Albamarl is now. Why the optimism around the company. Look, if you take a midcycle kind of assessment and you know most investors we talked to we survey them are willing to give lithium miners producers a eight and a half time Ebida multiple.you apply that to a decent midcycle price about $15,000 a ton, few thousand more than today, ...

It's a new way of interacting with your company's data. You know, instead of retrieving data, you figure out what's in it. You maybe modify it and store it back.You're in a lot of ways talking to your company's data. >> Yeah. You have questions for your company's data. Your company's data speaks back to you, >> tells you what you need to know.uh you might have a fair amount of insight that's uh distributed in your company's raw data that is now in this uh semantic form and uh you would like to have agents A ...

Brian, that's right. This report always is our best look at the tariff revenue. But first, top line here.It was a big deficit month for the US Treasury. The government ran a $291 billion deficit in July. That compares with about $183 billion deficit that was expected among economists surveyed by Dow Jones.Now, July is almost always a deficit month. There aren't any big tax due dates for either corporations or individuals. But that is still a big miss there compared to expectations.It's also significantly wo ...

If you look at Apple, they're missing this F1 race that's happening in AI with the rise of big tech and cookies and shoes on a park bench. Why is perplexity different. Perplexity is ultimately the algorithms, the model, the developers, the technology that would give Apple a huge leap to where they are today because the reality is better chance me and Ryder Cup back in September then Apple developing AI internally and I'm Jeremy Cowen is great at this formerly with Bloomberg London.So Dan if they buy perplex ...

Just that bump in revenue. We know how ultimately you make a lot of your money and that comes from treasuries. It comes from other yielding assets they are holding versus us.What about the other revenue growth that you want to see how you think about that pipeline. Well, a couple quick things. I think, first, you know, that bump in revenue is driven by growth.We saw a 90% year over year growth in US DC in circulation on our network, which is significant. And that growth is obviously a driver. Even where we ...

Sammy the Bull Altman dropped GPT5. It was a bit underwhelming. Sam did this tweet.It kind of built a lot of expectation that this would be like otherworldly. It wasn't. Are we hitting like either the trrow of despair or maybe diminishing returns in the LLM space where maybe it's feeling incremental, not groundbreaking when we release these iterations.Maybe for OpenAI, this is the first time that, you know, OpenAI has released a new model that was not decisively the best. In all fairness to OpenAI, the the ...

You have exposure to Apple. I think you've added to it recently. You know the Tesla story, but also e-learning story really well when it comes to AI, how concerned are you about this situation with Elon Musk, you know, essentially going after Apple.I listen, I think everybody's acting the script. So, you know, Ellen will describe himself as someone who's who's programmed for war. This is one way for him to gain shelf space is to raise awareness, to claim foul, and then hopefully get some concessions from Ap ...

Jim Tierney is CIO of US Concentrated Growth at Alliance Bernsteeen. Jim, good to have you on the set. >> Thanks for having me.>> 15% two stocks. Does that worry you. >> It certainly does.When we think about portfolio construction, we want to make sure that we have a diversified portfolio with the top two or the top 10, which are both at all-time records. Uh the concentration is scary and it's all around AI. That said, those are the companies that have the earnings growth and you came out of second quarter ...

Welcome back. Anthropic announcing today it's offering its clawed AI model to the US government for a buck, a dollar. It's just the latest AI firm inking government deals in a push to win federal contracts.Mackenzie Sagallows has the latest in today's tech check. Hi, Mac. Hey, Morgan.So, you've got the biggest private AI firms slashing prices to virtually zero to get Washington hooked on their technology. So, OpenAI set this trend last week when they announced an offer of ChatgBT Enterprise to federal agenc ...