Let's bring in SoFi's Liz Thomas and RS Asset Management's Carrie Firestone who as you see are here at Post 9 as well. Well, ladies, nice to see you. Nice to see you, too.Liz, what do you think about what you just heard. I think it sounds pretty optimistic and I got to say I too much so. No, not too much.So I I think you have to take a long-term view in order to hop on that optimistic train at this point not only in the year but at this level of valuations at this point where we're waiting for so much data ...

IPO Market & Capital Markets - The IPO market is showing new signs of life and is starting to reopen in a healthy manner [1][2] - July saw 10 IPOs totaling $43 billion (430 亿 美元), with strong average performance [2] - There is a backlog of 150 IPOs, with companies showing investable attributes [4] - Capital markets are generally reopening [2] Macroeconomic Environment - The market is transitioning from a predictable, volatile environment to an opportunistic, volatile environment [5] - Corporations and investors are taking advantage of moments of reprieve to deploy capital [5][6] - The focus is shifting to deregulation and tax cuts to grow the economy [5] Generative AI & Technology - Value is accruing to gen AI users, not just enablers [7] - Mag-7 earnings transcripts indicate gen AI is adding top-line revenue contributions and EBITDA efficiencies [7] - The discussion is shifting to growth metrics and the durability of growth, especially in the current earnings cycle [8] - Companies are using metrics to quantify the return on invested capital and the generative AI contribution to top line or margin efficiency [9] Market Outlook - The current earnings season is robust, with approximately 80% of companies reporting a meet or beat on top line [10] - Despite mixed economic data, the market continues to push through [10] - The tech and growth sectors are entering an exciting time for dealmaking and the broader market [11]

Earnings and Market Performance - 66% of companies have reported earnings, with 82% beating on the top line and 68% beating on the bottom line [2] - Year-over-year growth is running at approximately 82% [2] - Market experienced a slight pullback after a 29% increase leading up to earnings reports [3] - Expectation of market volatility for the next two months, influenced by seasonal factors and Federal Reserve decisions [3] - Setup into the end of the year is anticipated to be positive, presenting opportunities in stocks like Caterpillar and Eaton [4] Economic Indicators and Federal Reserve Policy - Market initially focused on growth concerns due to jobs numbers but recovered quickly [5] - A potential rate cut in September with a 42% unemployment rate would be a favorable scenario [5] - Non-farm payroll report is backward-looking; weekly jobless claims are a more forward-looking indicator [6] - The 4-week moving average of weekly jobless claims is at 220000, up from 200000 six months ago, but down from a recent spike to 245000 [6][7] - Economy is growing above trend at approximately 21% according to the Atlanta Fed tracker [8] - Above-trend growth and slightly higher inflation are preferable for equity portfolio management and earnings [8] Tariffs, Onshoring, and Capital Expenditure - Potential positive impacts of tariffs include increased manufacturing onshoring and reshoring [10] - Google, Microsoft, Meta, and Amazon are projected to spend $400 billion on AI and capex this year [11]

ETH treasury firms bought 1% of all Ethereum in just 2 months—now Standard Chartered predicts 10x growth in Ethereum treasuries that could push prices past $4,000.Read more: https://t.co/ERSzoETjDz ...

We're full speed ahead. June was the first positive June for the Treasury since 2015. We actually had a surplus and we did that in a good way.We took in more revenues, some from tariffs, and we brought down spending. When I think about what we can do here, what I'm really excited about is the idea, you know, with AI that we can go back to the paradigm when I was younger in the '9s. Allan Greenspan was able to run the economy very hot because it was the IT boom and we had this very powerful non-inflationary ...

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to you more. Steve, of course, our senior economics correspondent, our chief fed watcher is Steve Liesman. Now let's bring in CNBC contributor Adam Park.It's good to have you here. >> Thanks for having me. How are you thinking.>> About this. Because the market market doesn't like it. Obviously market doesn't like the constant, you know, beatdown that the president's been giving the fed chair that suggestion that he was going to fire him unsettled the market for about five minutes.But what do you think. >> I ...

Government Spending & Taxation - Government spending is viewed as taxation [1] - Lowering employment and evolving a different mindset inside the government are happening [1] Economic Growth & Deficit - Getting growth going is the key to lowering the deficit [2]

RT Archie Hall (@ArchieHall)One year in, how is Labour's growth "mission" going?Not excellently, it's safe to say. I walk through the cavalcade of missed opportunities in my latest for @TheEconomist. (Link in next tweet.) https://t.co/0OwnhvCpm9 ...

brilliantly. >> It is time for the lightning. To close my players out.And then the lightning round is over. Are you ready. Ski alert.I'm Judy in Pennsylvania. Judy. >> Hey, Jim.I'm a new student of yours. I inherited some money. Wanted to learn a little bit about the market and listen to you a couple of weeks ago.And did a little investing in I. >> Wow, you went right for the speculative. Okay.That's good. That's. But that's only going to be your one speculation.We are not going to do other speculations bec ...