RT Token Terminal 📊 (@tokenterminal)institutional investors are paying attention to the growth of the @ethereum economy https://t.co/lom9vtXXV1 ...

Philippe Laffont, Coatue founder and portfolio manager, joins 'Squawk Box' to discuss the latest market trends, state of the 'Magnificent Seven', future of tech investing, his thoughts on bitcoin, state of the economy, impact of AI technology, who'll come on top in the AI arms race, the Fed's interest rate policy, future of TikTok, the NYC mayoral race, and more. ...

Federal Reserve Chair Jerome Powell says his focus is on the economy; anything else is a "distraction." ...

Labor Market Impact - President Trump's policies could potentially trigger a labor shortage, mirroring the economic challenges experienced during the pandemic and its subsequent period [1]

Market & Economic Outlook - Investors are largely focused on economic fundamentals and earnings growth, with a decent economy indicated by a potential 1.8% to 2% growth [3] - Consumer savings rate increased, providing a cushion for future spending despite negative retail sales numbers [4] - Consumers spend based on permanent income, which remains strong with rising average hourly earnings, creating a favorable environment for stock investors [5] Federal Reserve Policy - The Federal Reserve has been consistently late at turning points, potentially due to focusing on backward-looking data [6] - The current Fed funds rate may be too high, negatively impacting consumers and small businesses while benefiting banks [8] - The Fed may be late in cutting rates and is expected to make adjustments in the fall rather than the summer [7] AI and Technology Trends - Companies are increasingly adopting new technologies powered by AI [20] - Old economy companies, like Walmart and LVMH, are pivoting to digital technologies such as AI and robotics [10] - AI is being utilized across various business functions, including marketing, product development, and supply chain management [10] - AI is improving client support with cost savings of over $2 per event and increased consumer satisfaction [11] - Companies like Accenture are benefiting from helping other companies embrace AI, making them a long-cycle budgetary item [13] - The AI spending is still in early stages, with hyperscalers continuing to invest heavily [18][19] Company Specifics - Microsoft paid $13 billion for 49% of future profits from OpenAI, including exclusive rights to compute power and intellectual property [16] - OpenAI is now objecting to the terms of the deal with Microsoft, seeking to become a public benefit corporation and offering Microsoft 33% of the company [17] - Oracle is experiencing a backlog in demand that they cannot meet, indicating supply constraints across hyperscalers [21]

Drew Bates, former spokesman for President Joe Biden, and Terry Holt, former spokesperson for President George W. Bush. Both are senior communications adviserss for the cost coalition.That's good. Now, I didn't I didn't this is when you live television. I didn't read that tease before I sat down today.I about you know this being a distraction. Is it a distraction or are they just really good multitaskers at some very nefarious things. The way I see it is if you look back at Trump's history, this is somebody ...