Hey guys. So, potential good news for Tik Tok users. Treasury Secretary Scott Besson announcing earlier a quote framework of a deal between the US and China to save Tik Tok from being banned in the United States.We have a framework for a Tik Tok deal. The two leaders, President Trump and party chair she will speak on Friday to complete the deal. But we do have a framework uh for a deal with Tik Tok.In fact, President Trump even chiming in, posting on his true social account, a deal was also reached on a cer ...

US Treasury Secretary Scott Bessant said a framework to keep the TikTok app running in the United States has been reached. President Trump and she can speak to complete this deal. We've been very close before.Remind us of how close we came. But like six months ago, well, we came extremely close back in the spring. I think it was a couple of weeks before the deadline had been reached.Vice President Pence said we are very close on a high level deal. And then days before President Trump basically said we are a ...

And now to some breaking news on the future of Tik Tok in the US. Treasury Secretary Scott Bessett just announcing the administration has reached a framework of a deal with China. Let's go to NBC News White House correspondent von Hillyard with more on this.Von, what are we learning. >> Hey, good morning Anna. Scott Besson along with US Trade Representative Jameson Greer in Madrid meeting with a Chinese delegation just a few moments ago left a meeting said that they have a framework of a deal to sell Tik To ...

Group 1 - The S&P 500 reached an all-time high as positive updates on U.S.-China trade talks were reported, with Treasury Secretary indicating a "framework" deal on TikTok [1] - Nvidia shares remained flat amid accusations from China of antitrust violations related to its acquisition of Mellanox, with Jim Cramer suggesting the investigation is politically motivated [1] - Boeing shares have declined approximately 5.8% since the initiation of a position, but there is a strong recommendation to increase holdings in the company [1] Group 2 - The CNBC Investing Club is actively managing its portfolio, including taking profits from Broadcom due to its strong performance since earnings [1] - Other stocks mentioned in the rapid-fire segment include Tesla Inc., VF Corp., CoreWeave, Union Pacific, and Builders FirstSource [1]

Core Insights - Oracle's shares increased by over 3% following a preliminary TikTok deal between the US and China during trade talks in Madrid, with Oracle being a top contender for the acquisition of TikTok [1] - The tech firm's shares spiked up to 5% in premarket trading after President Trump hinted at a TikTok deal, although they eased slightly later in the day [2] - TikTok faces a potential US ban unless it divests ownership to a US or allied country by September 17, with Trump indicating a possible extension of the deadline [2] Company Developments - The White House is considering Oracle's proposal to run TikTok, which may allow ByteDance some control over the app, as Oracle already stores TikTok's American user data through Project Texas [3] - Oracle has collaborated with the Trump administration on AI development initiatives, including a $500 billion project to build AI data centers in the US called Stargate, although this project has faced delays [4] - Oracle's shares have risen 81% this year, with a significant boost following the projection that its cloud revenue will reach $144 billion by the 2030 fiscal year, largely driven by a $300 billion deal with OpenAI [6] Competitive Landscape - While Oracle is a leading candidate to acquire TikTok, other interested parties include a group of investors led by billionaire Frank McCourt Jr., Microsoft, YouTuber Mr. Beast, and Perplexity AI [5]

Well, it's the names are fascinating because I think we don't talk about enough. This is the one. This is the one everybody's on and I think the president is interesting what he said about teen, but Tik Tok is a dominant force.You know, you got reals which Jed Zuckerberg and that's working. It's working and Instagram is working, but Tik Tok is a dominant force in media now. Yes, it is.And u there's a you know there are a lot of people who get their news from Tik Tok. Love it or hate it. You would put air qu ...

All right, five things to know ahead of today's opening bell. Tik Tok owner Bite Dance faces a deadline of Wednesday to divest its US operations or face a US shutdown. US officials told Reuters this morning that China misunderstood the US position on Tik Tok and that technical aspects of divevestature had been worked out.It comes amid trade talks in Madrid between US Secretary Treasury Secretary Scott Bessant, US Trade Representative Jameson Greer and their Chinese counterparts. We'll be hearing from White ...

Group 1: Central Bank Meetings - The U.S. Federal Reserve, Bank of England, Bank of Japan, and other central banks are meeting to decide on interest rates this week [1][2] - Markets are anticipating a 25-basis-point cut from the Fed, with only a 3.8% chance of a larger 50-basis-point reduction [3] Group 2: Market Reactions - Asian stocks rose 0.1%, with South Korea's Kospi index reaching a new record due to the government scrapping capital gains tax hike plans [3] - In early European trading, pan-region futures were up 0.11%, while German DAX futures remained flat and FTSE futures slipped 0.1% [4] Group 3: Trade Agreements and Economic Indicators - The U.S. and Britain are set to announce agreements on technology and civil nuclear energy during President Trump's state visit, with the UK aiming to finalize steel tariffs [5] - Chinese economic indicators showed a slowdown, with industrial output growing at 5.2% and retail sales increasing by only 3.4% year-on-year [6] Group 4: Company-Specific Developments - Pop Mart, a plushie-maker in China, saw its shares drop by 9% after J.P. Morgan downgraded the stock to neutral, citing it as vulnerable to setbacks [7]

Core Viewpoint - The opportunity in artificial intelligence (AI) remains massive, with significant potential for investors to gain exposure to this sector as it continues to drive stock market performance [1] Group 1: Nvidia - Nvidia has significantly benefited from the growth of AI infrastructure, with its GPUs being the gold standard for training large language models (LLMs) [3] - The company's Q2 data center networking revenue surged by 98% year-over-year to $7.3 billion, driven by demand for its NVLink, InfiniBand, and Spectrum-X products [3] - Nvidia's GPUs are not only leading in training but also setting the standard for inference, indicating a substantial growth opportunity in a projected multitrillion-dollar AI infrastructure market [4] Group 2: Broadcom - Broadcom has become a key player in custom AI chips, essential for hyperscalers aiming to reduce inference costs and reliance on Nvidia [5] - The company anticipates that its relationships with major clients like Alphabet, Meta Platforms, and ByteDance could be worth between $60 billion and $90 billion by fiscal 2027 [6] - A significant $10 billion order from a new customer, likely OpenAI, highlights Broadcom's accelerating custom AI chip design capabilities [7] Group 3: Advanced Micro Devices (AMD) - AMD is positioning itself in the AI chip market, with seven of the ten largest AI operators utilizing its GPUs [9] - The formation of the UALink Consortium aims to create an open-source interconnect standard, potentially reducing Nvidia's market grip and benefiting AMD [10] - AMD's CPUs are gaining traction in data centers, and even modest market share gains in the GPU segment could significantly enhance its revenue [11] Group 4: Alphabet - Alphabet has maintained a competitive edge in search with its Chrome browser, which was not mandated for sale in an antitrust case [12] - The company is integrating AI into its search capabilities, with AI Overviews being used by over 2 billion people monthly and its Gemini models being among the best in the industry [13] - Google Cloud is a strong growth driver as businesses increasingly adopt cloud computing for AI model development, complemented by Alphabet's custom chips providing a cost advantage [14] Group 5: Meta Platforms - Meta Platforms has transformed itself through AI, enhancing user experiences and improving ad targeting, resulting in a 22% year-over-year increase in ad revenue [15] - The company is exploring ambitious AI projects, including the development of "personal superintelligence" [16] - With substantial operating cash flow, Meta is well-positioned to pursue significant AI opportunities while benefiting from AI-driven improvements in its core business [17]

Core Insights - Broadcom achieved significant success in fiscal Q3 2025, with shares rising over 9% following the earnings report and management commentary [1][2] - The company slightly exceeded sales estimates and provided revenue guidance for Q4 that was nearly $400 million better than expected [2][3] - CEO Hock Tan announced a new $10 billion deal with a customer for AI XPUs, which represents nearly 17% of Broadcom's total revenue over the last 12 months [3][4] Analyst Reactions - Following the announcement, over 15 analysts raised their price targets for Broadcom, with an average increase of over 22% [7][8] - The consensus price target as of September 10 is around $352, indicating nearly 5% downside from the current share price, despite a 10% gain on that day [9][12] - The updated analyst forecasts suggest a bullish outlook, with the highest target reaching $400, implying an 8% upside [13][12] Business Developments - Broadcom's new AI XPU customer count has reached four, with three potential customers remaining [3][4] - The recent acquisition of a major customer marks the first addition in about a year, highlighting the company's ability to convert prospects into revenue [14] - CEO Hock Tan's potential compensation tied to AI revenue goals reflects confidence in achieving these targets [10]