Joining us now is Democratic Congressman Seth Molton from Massachusetts. Lots to discuss. Let's start with where we're leaving off on the Epstein files.Do you think more of the Epstein files need to be revealed. What questions do you want answered. Well, look, Donald Trump has been wrapped around Jeffrey Epstein's finger for decades, and so it's pretty obvious what's going on here.He doesn't want the files released. Uh the attorney general, Pam Beyond, is covering it up. Uh undoubtedly lying about what she ...

Core Viewpoint - Netflix is expected to report strong earnings growth and revenue growth in its upcoming second-quarter 2025 results, with shares having risen significantly in recent months, outperforming the broader industry [1][4]. Company Performance - Netflix shares have increased approximately 29% over the past three months, compared to the broader industry's growth of 25.1% [1]. - The company has an Earnings ESP of +1.68% and a Zacks Rank of 2 (Buy), indicating a strong likelihood of beating earnings estimates [3]. - Analysts predict a substantial earnings growth of 44.7% and revenue growth of 15.6% for the upcoming quarter [4]. Analyst Sentiment - Analysts maintain a bullish outlook on Netflix, with an average brokerage recommendation of 1.72 from 45 firms, where 60% recommend Strong Buy [5]. - The average price target for Netflix is $1,239.18, with estimates ranging from $800 to $1,600 [5]. - Several analysts have raised their price targets ahead of the earnings release, with BMO Capital increasing its target to $1,425, citing record viewership for "Squid Game 3" and favorable foreign exchange trends [6][7]. Growth Drivers - Netflix's low-cost advertising-supported subscriptions and expansion into live sports are expected to drive growth [8]. - The company anticipates revenues to grow 15% year over year to $11.04 billion, with earnings per share expected to rise 44% to $7.03 [8]. Valuation Metrics - Netflix shares currently have a P/E ratio of 49.65, significantly higher than the industry average of 15.63, but the company has a strong Growth Score of B, indicating potential for continued growth [9]. ETFs in Focus - Several ETFs with significant allocations to Netflix include First Trust Dow Jones Internet Index Fund (FDN), FT Vest Dow Jones Internet & Target Income ETF (FDND), MicroSectors FANG+ ETN (FNGS), Communication Services Select Sector SPDR Fund (XLC), and Invesco Next Gen Media and Gaming ETF (GGME) [2][10][11][12][13][14].

Google rolls out AI-powered business calling feature, brings Gemini 2.5 Pro to AI Mode | TechCrunch https://t.co/AJLUuYd8Gk ...

Seth, this is something we reported with colleagues in Europe and in the Middle East this morning. My understanding is from sources there's one key name which is Humane. That's who XAI is talking to.What do we need to know here. You know, I think this is one of the rare providers in the region that could probably get XAI, you know, several gigawatts of uh capacity in the coming years. And it speaks to I think the scope of Elon's ambition.And you know, it was only a year or so ago that people were still scra ...

[Music] Ernest Hemingway wrote that every man dies two deaths. Once when he is buried and once when his name is forgotten. In some ways some men become immortal.And the law has long recognized this. Our legal system through the doctrine of wills and estates has given us a way to immortalize our last wishes. a way for us to leave a cognitive shadow that lingers for a moment after our deaths. A way to make our last wishes known to the world.Now, recent advances in technology means that those last wishes can l ...

European investment group Eurazeo has raised €650 million at the first close of its latest growth fund, potentially adding to an AI-fueled recovery in funding for the region’s tech firms https://t.co/KkDHa4w6T9 ...

Booking resilience amid economic headwinds Commercial launch of the first autonomous AI Cash Collection Agent Partnership signed with a global Order-to-Cash services leader Strong revenue growth: +19% at constant exchange rates, with SaaS subscriptions up 25% (+18% and +24% respectively in reported data) Sidetrade, the global leader in AI-powered Order-to-Cash applications, today announced strong first-half 2025 revenue growth of 19% at constant exchange rates, driven by a 25% increase in SaaS subscription ...

Core Insights - SOGECLAIR reported a consolidated turnover of €80.6 million for the first half of 2025, reflecting a growth of 1.9% compared to the same period in 2024, and 1.7% at constant exchange rates [1][2][19] Financial Performance - The turnover for Q2 2025 remained stable with a slight decrease of 0.7% at constant exchange rates and perimeter [2] - The Commercial Aviation sector accounted for 35.8% of turnover, stabilizing at a decrease of 0.5% compared to H1 2024 due to a lack of new program developments [3] - The Business Aviation sector, representing 34.1% of turnover, saw a decline of 2.6%, influenced by an uncertain political climate in North America and a challenging comparison to H1 2024, which had a growth of 12.5% [3] - The Defense market, contributing 14.2% of turnover, experienced significant growth of 36.7% in the first half [4] - The Automotive sector, making up 7.0% of turnover, declined by 7.8% due to a difficult market environment [4] - The Rail market, representing 5.7% of turnover, saw a slight decline of 1.0% [4] - Space turnover increased by 6.3%, accounting for 2.2% of total turnover [4] Geographical Performance - Turnover in France increased by 4.4% to €55.1 million, representing 68.4% of total turnover [7] - The European market (excluding France) grew significantly by 29.6% to €4.1 million, representing 5.1% of total turnover [7][9] - The Americas saw a decline of 6.9%, with turnover at €18.8 million, representing 23.4% of total turnover [7][9] - The Asia-Pacific region, contributing 3.0% of turnover, decreased by 13.0% to €2.4 million [7][10] Business Unit Analysis - The Engineering Business Unit generated €41.9 million, accounting for 52.0% of turnover, with a growth of 9.4% [11][12] - The Solutions Business Unit reported a turnover of €38.7 million, representing 48.0% of turnover, but declined by 5.2% [11][14] - The growth in the Engineering BU was driven by strong performance in the Defense sector (+42.9%) and Business Aviation (+7.6%) [12][13] - The Solutions BU faced challenges due to a high base effect from H1 2024 and a decline in production activities [14][15] Future Outlook - Despite geopolitical and economic challenges, SOGECLAIR anticipates continued profitable growth for the fifth consecutive year since the Covid crisis [19] - The company is implementing various action plans aimed at improving commercial and operational performance, with expected positive effects by the end of 2025 and into 2026 [19] - Ongoing digitization efforts will focus on enhancing sales activities and improving production efficiency [20]

Jared Spataro, Microsoft CMO of AI at Work, explores the evolution of AI from simple assistants to autonomous digital employees. Jared breaks down how these AI agents can independently navigate complex environments, make decisions, and deliver outcomes—redefining productivity and the future of work. Learn what sets digital employees apart and why they’re becoming essential in modern organizations. Subscribe to Microsoft on YouTube here: https://aka.ms/SubscribeToYouTube Follow us on social: LinkedIn: https: ...

Futures slightly down to start the day as we await PPI in several minutes. BTC +2%. China -1%. Yields flattish. 期货开盘小幅下跌，我们即将迎来 PPI 数据发布。比特币上 涨 2%。中国股市下跌 1%。国债收益率基本持平。 Lots to get to, so let's get straight to it ... 要说的很多，我们直接开始吧... | | TMT Pre-mkt Movers/Shakers | | | Futures | % chg | | --- | --- | --- | --- | --- | --- | | Winners | | Losers | | SP500 | 0.04% | | U | 8.5% | ASMIL | -8.0% | Nasdaq | -0.12% | | ОРЕИ | 5.8% | BIDU | -3.7% | Russell | 0.33% | | FVRR | 3.5% | MRVL | -3.1% | ARKK | 0.66% | | R ...