Joining me now is Alanis co-founder and CEO Evan Smith. Evan, good to see you again. Well, we got the uh producer price index reading coming out in just a few hours, which I guess is a big piece of this.What is it about the tariff impact as we continue to see it starting to show up in numbers that people might be missing. Well, the way we conceptualize of tariffs historically is that you you only are paying the tariff when the product comes into the country, right. It's applied to the border.So, you think a ...

Here at the White Mesa Mill in Utah, mineral company Energy Fuels is processing rare earth elements. These materials are crucial to modern-day technology. Rare earths refer to 17 elements on the periodic table whose atomic structure gives them special magnetic properties.Rare earth magnets power everything from electric vehicles and wind turbines to defense equipment, data centers, and high-tech consumer electronics. The United States used to be an industry leader of rare earth production up until the 1980s ...

Well, let's stick with tech and two well-known names that made headlines this week. Apple rallying 13% best week since July 2020 after agreeing to invest an additional hundred billion dollars in US companies and suppliers. And Intel still managed to post gains for the week as President Trump called for CEO Lip Bhutan to step down claiming he is quote conflicted by past business ties to China.Current as well, I guess. Intel responding to the claims, saying the company, the board, and the CEO are deeply commi ...

All right. So, some companies are obviously switching their supply chain, trying to minimize their exposure to China. I'm you have an unbelievably good relationship with you.I don't know whether it's worth risking, but have you thought about uh I know some of your business is already out of China. Have you thought about moving more. >> Well, you know, we have been uh optimizing our supply chain.If you looked at us a few years ago, 100% of our production was in China. It's now about 75% and we continue to di ...

going back through the Red Sea and through the Suez Canal is not something that is going to happen during this year. Uh whereas in May and June uh the situation looked like maybe it was slowly normalizing. The fact that a couple of ships have been sunk by the Houthis uh very recently is certainly pushing or stressing the the lack of security that there still is in doing this and the lack of visibility that there is on how long this security could uh be provided when it when it now comes uh when it comes bac ...

Heritage Global (HGBL) Q2 2025 Earnings Call August 07, 2025 05:00 PM ET Speaker0Good day, everyone, and welcome to today's Heritage Global Inc. Second Quarter twenty twenty five Earnings Call. At this time, all participants are in a listen only mode. Later, you will have the opportunity to ask questions during the question and answer session. Please note this call will be recorded and I will be standing by should you need any assistance.It is now my pleasure to turn the conference over to John Nesbitt with ...

What did you make of the allocation towards glass, for example, particularly in Kentucky, in the United States. I think the cook is being very strategic about giving the administration what they want, which is investment in the U.S., but doing so in a way that is feasible. So it's still not about bringing production of the iPhone back, but really leaning into some of the partners like Corning and manufacture.The mastery of this is not just about the iPhone and Apple watches that are sold in the states that ...

Einstein Shark Ninja crushed it with second quarter estimates raising guidance thanks to strong international sales. The results come as the company tries to mitigate its reliance on China. And I'm pleased to say that Shark Ninja CEO Mark Baracus joins us now with more. Mark, great to have you with us.Let's talk exactly about that. I know that you said on the call that 90% of your US volume is produced outside of China. You remain on track to reach 100% by the end of the year.Where are you shifting that sup ...

President Trump and Apple CEO Tim Cook announcing an additional uh 100 billion dollar manufacturing deal. Joining us now CNBC contributor Walter Isacson. He's written books on Steve Jobs, Elon Musk. You know, when when we intro you, Walter, and we start talking about who you've written books, I I want to keep going uh because you it I mean the list is like mindboggling. Who else? So, Da Vinci, who else? You know, Jennifer Dow is the one you got to watch because she's the one who created the gene editing tec ...

Uh and you see in the after hour session those partners across the board that are getting expanded partnerships with Apple hire firmly I think a did you mention Corning like a week ago. >> Yeah we did Corny Glass Works. It's up in upstate New York where I hail from.Listen as the guy who generally likes to be optimistic on this desk. >> Okay. >> You know the commitment to this plant in Kentucky is literally $2.5% billion.Guy could probably do the math on $600 billion. So it's literally a rounding error on th ...