Let's bring in Dan Ies, Wed Bush's global head of technology research. Dan, great to see you. >> Great to see your outfit, too.It's always fun to see what you're wearing. >> Thank you. >> Um, it's interesting that you come out with this note and you say, is this going to be is there a Blackberry moment waiting for Apple, which really implies the worst situation for a tech stock after a massive rally here.This doesn't alleviate any of those concerns. Look, I think the biggest look, there was a huge concern o ...

So, has Apple really gotten its mojo back. Bonoin, what do you say. >> Part of it. Part of it.I mean, we've It's like uh what is that that movie Gold Member where the guy lost his mojo. Um so, I I think they do in terms of them actually um kind of meeting and exceeding expectations in terms of uh service revenue, in terms of uh like iPhone and China. I think there were some positives there.I do think the overhang here is what is their AI strategy. And until we have a question, until we have that question an ...

Core Viewpoint - The article emphasizes the importance of conducting thorough due diligence before making investment decisions, highlighting that past performance does not guarantee future results [2][3]. Group 1 - The content is based on personal thoughts and research, indicating that it is not financial or investment advice [2][3]. - The article mentions that the author has no business or personal relationship with any company mentioned, ensuring objectivity [2][3]. - It is noted that all investments in the market face risks, including the potential to lose the entire investment [2][3].

As companies race to lead the narrative, but taking the lead costs a lot of money. Amazon, Meta, Microsoft, and Alphabet are expected to spend around $340 billion this year alone in building out data centers and developing products. Our next guest is concerned about that spending, writing in a recent op-ed that the massive amount of money being spent poses a hidden risk to the economy.The Wall Street Journal chief economics commentator Greg Ip joins us now. Greg, it's great to have you here on Overtime. And ...

All right. Well, in Seattle this week, I got a lengthy sit down with AWS CEO Matt Garmin. We talked growth, Nvidia, Open AAI, and Anthropic, China, even what he's telling his own teenage kids about career preparation in the AI era.We started with the financial results that sent the stock reeling last week. Look, we added uh like $1.6% billion of revenue quarter over quarter. And so, and so the growth is really great.And when we talk to customers, the potential out there is just massive. We have not, you kno ...

📊 This past week has been full of spikes in retail interests. In this visual, we see several sudden jumps in discussion toward Bitcoin & Ethereum prices. We also saw a mid-week meme coin spike, and AI interest.🔗 Enjoy our free narratives dashboard: https://t.co/2qzAQZfVkY https://t.co/jvhieS1EQR ...

Market Catalysts anchor Julie Hyman breaks down the latest market moves for August 8, 2025. President Trump has nominated Stephen Miran, the current chair of the Council of Economic Advisers, to replace Adriana Kugler as Fed governor. We look at the state of the US economy, the implications if he is confirmed, and what it could mean for rate cuts and Fed policy. SoundHound AI's stock is soaring after posting Q2 results that topped Wall Street's estimates. The company's CEO joins the program to discuss the b ...

on platforms like ours where we we we actually supply much larger, more complex work with skilled workers, we're seeing AI actually enhance work and actually start to augment and accelerate categories that that some people thought would be disrupted. Things like video and animation, um contract law, accounting and bookkeeping. All of these categories are actually being accelerated and advanced by AI.AI is driving things in our business in two ways. you know the first is um you know what I refer to as the AI ...

中经记者 秦枭 北京报道 近期，近40家半导体产业链上市公司发布了2025年上半年业绩预告或者报告，海光信息 （688041.SH）、芯联集成（688469.SH）、盛美上海（688082.SH）等公司的业绩都呈现高速增长的趋 势。 据《中国经营报》记者不完全统计，在这些公司中，有14家公司的净利润增幅最高值超过100%，其中4 家实现扭亏为盈。 多位业内人士在接受采访时表示，这反映出半导体行业内部分企业确实实现了显著的复苏或增长。然 而，这种增长仅限于局部，并非全面的强势复苏。鉴于全球半导体市场的复杂性，包括供应链、市场需 求、技术创新等多方面因素的影响，仅依据部分企业的财务数据向好来全面评估整个行业的状况，需要 谨慎。 盘古智库高级研究员江瀚认为，多家半导体产业链上市公司2025年上半年业绩预告或报告显示出高速增 长的情况，这表明行业内部分企业确实经历了显著的复苏或者增长。然而，单凭这些公司的表现还不足 以全面断言整个半导体行业正在强势复苏，因为行业复苏涉及更广泛的市场参与者的共同改善。同时， 考虑到全球半导体市场的复杂性，包括供应链、市场需求、技术创新等多方面的因素，仅从部分企业的 财务数据向好来判断整 ...

Core Insights - Archer Aviation Inc. (ACHR) shares have increased by 169.2% over the past year, significantly outperforming the Aerospace - Defense industry's growth of 16.1, raising questions among potential investors about the timing of investment [1][7] Market Potential - The global eVTOL aircraft market is projected to grow at a compound annual growth rate (CAGR) of 54.9% from 2024 to 2030, driven by advancements in battery technology that enhance eVTOL capabilities [2] Strategic Partnerships - Archer Aviation is collaborating with United Airlines Holdings, Inc. (UAL) to establish an air taxi network and with Stellantis N.V. (STLA) to increase manufacturing capacity [3] - The company is launching its first air taxi service in Abu Dhabi, which could facilitate similar services in the U.S. and help secure FAA approval [3][7] - Archer Aviation's partnership with defense startup Anduril aims to develop hybrid eVTOL aircraft for military applications, while collaboration with Palantir Technologies Inc. focuses on AI software for aviation systems [4] Growth Opportunities - These partnerships are expected to bolster Archer Aviation's growth, particularly as global tensions may lead to increased defense spending, benefiting the company's exploration of defense markets [5] Financial Outlook - Archer Aviation is anticipated to report a loss of 19 cents per share in the upcoming earnings report, with minimal recent revenue generation [6] - Historical stock performance indicates that Archer Aviation's shares are more influenced by positive news than financial results, with potential declines expected if management does not provide optimistic updates [9] Investor Sentiment - Current shareholders may feel encouraged to retain their shares due to ongoing partnerships and the expected progress of the Abu Dhabi project, along with likely FAA approvals [6] - Positive news regarding production plans or test flights could lead to an increase in stock value, while lack of such updates may result in a decline [10]