"I don't know what you're doing here."Donald Trump jokes that Nvidia's Jensen Huang is "taking over the world" with artificial intelligence, as the US president addresses business leaders with UK Prime Minister Keir Starmer https://t.co/jxmanYUN7M https://t.co/rQQrP0w57U ...

分组1 - The current state of the US economy is characterized by confusion regarding the labor market and the impact of tariffs, leading to a wide dispersion in views among Federal Reserve members [2][3][28] - The Federal Reserve's decision-making process reflects a strong emphasis on maintaining independence, as evidenced by the lack of dissent among members regarding rate cuts, which is seen as a positive sign for market stability [4][19][29] - The Phillips curve framework suggests that rising unemployment may keep wage inflation low, allowing the Fed to overlook current inflation rates and potentially cut rates in the future [6][7][34] 分组2 - Small-cap stocks are showing significant movement, with the SML small cap 600 index up 2%, indicating that domestic companies are likely to benefit later in the rate cut cycle [10][11] - The bond market remains relatively stable, with the 10-year yield at 4%, suggesting that mortgage rates may not decrease significantly despite expectations of rate cuts [12][14] - The ongoing capital expenditure (capex) cycle driven by AI infrastructure investment is expected to enhance productivity and profit margins, positively impacting equity markets [22][25][26]

Core Viewpoint - Tesla's stock experienced a rise of over 7% on Friday, driven by renewed investor optimism despite ongoing concerns regarding weak sales, high valuations, and CEO Elon Musk's strategic pivot towards artificial intelligence [1] Group 1: Stock Performance - Tesla's stock increased by more than 7% on Friday [1] Group 2: Investor Sentiment - The rise in stock price was attributed to renewed investor optimism [1] Group 3: Concerns - There are ongoing concerns about weak sales [1] - High valuations continue to be a point of concern for investors [1] - CEO Elon Musk's strategic shift towards artificial intelligence has raised questions [1]

Tariffs and Supply Chain - Tariffs serve an important purpose in addressing fragile supply chains exposed during COVID-19, particularly for essential goods [4] - The US has made progress in bringing key parts of the supply chain back, incentivizing domestic manufacturing of critical components like chips [5][6] - Government intervention, such as providing capital to stimulate economic growth, should ensure sovereign protection and secure supply chains [9][10] Corporate Response to Tariffs - Companies are facing a conundrum with rising input costs due to tariffs and limited ability to raise prices for consumers [12] - Corporations are adapting to tariffs by becoming more efficient and reducing human capital [14] - Revenue for companies in Q2 increased by just over 6%, while earnings per share (EPS) increased by 118% [16] Labor Market Dynamics - The job market is weak despite a good economy and strong earnings, as companies are downsizing to offset increased input costs [17][18] - Companies are leveraging AI and natural attrition (80,000+ people turning 65 weekly) to reduce headcount [19][21] - Downsizing explains the conundrum of a weak jobs market despite efforts to bring jobs back to the US [26] Future Economic Outlook - A rebirth in jobs and manufacturing is hoped for, contingent on lower interest rates and a restart in housing [27] - Capital expenditure (capex) will be spent over several years (2026-2030), primarily on equipment rather than labor [28][29]

The Senate Commerce, Science, and Transportation Subcommittee holds a hearing on Wednesday to examine President Trump’s AI strategy. Michael Kratsios, director of White House Office of Science and Technology Policy, testifies at the hearing. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Watch CNBC on the go with CNBC+: https://www.cnbc.com/WatchC ...

Emerging Technology & Investment - Real Vision's "Exponentialist" community focuses on the convergence of exponential technologies like blockchain (cryptocurrency), AI, biotechnology, and robotics [1] - The community explores the impact of these technologies on people's lives and potential investment opportunities [1][2] - Real Vision provides insights into emerging technologies and investment strategies through expert guests [2]

Meta’s Mark Zuckerberg and Apple’s Tim Cook joined tech industry leaders in touting their pledges to boost spending in the US on artificial intelligence during a dinner hosted by President Trump https://t.co/gvBE4jw6Ra ...

Sierra Technologies, the artificial intelligence startup founded by OpenAI Chairman Bret Taylor and former Alphabet executive Clay Bavor, has raised $350 million in a financing round that values the company at $10 billion https://t.co/2FsnUxDtxs ...

Financial Data and Key Metrics Changes - The company reported strong top-line growth in the second quarter, aligning with expectations, and strong earnings for the quarter [22] - Unrecognized contract revenue increased by 7% year-over-year, with a contract backlog of approximately $490 million, up 18% from last year [24][25] - The company anticipates a growth range of $350 million to $400 million for the year, with a strong pipeline for the second half [24] Business Line Data and Key Metrics Changes - The company is focusing on three waves of growth: elevating commercial excellence, accelerating intelligent monitoring, and innovating wearables [6][8] - A strategic realignment of the U.S. sales force has been implemented, with dedicated representatives for various categories, leading to early wins in the market [13][14] Market Data and Key Metrics Changes - The pulse oximetry market is expected to grow at about 3% per year, with the company consistently gaining 1% to 2% points of market share [37] - The company aims to expand its presence in the Asia-Pacific region, where it believes it can double its growth rate [10] Company Strategy and Development Direction - The vision is to become the world leader in patient monitoring, focusing on continuous monitoring of patients throughout their hospital stay [5] - The company is pursuing an innovation partnership with Philips to enhance their collaboration on specific technologies and projects [16][17] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving guidance for the full year, citing strong recurring revenue and a solid pipeline [29] - The company is optimistic about the potential for margin expansion, aiming to return to pre-COVID margin levels [34][40] Other Important Information - The company is actively working on mitigating tariff impacts, with a focus on optimizing supply chain manufacturing [50][55] - Upcoming investor day will showcase new technologies and provide guidance for the next year [74] Q&A Session Summary Question: What is the company's vision for the next 5 to 10 years? - The company aims to lead in patient monitoring by ensuring continuous monitoring from hospital entry to exit [5] Question: Can you elaborate on the three waves of growth? - The three waves include elevating commercial excellence, accelerating intelligent monitoring, and innovating wearables [6][8] Question: What feedback has been received on the U.S. sales force realignment? - Early feedback has been positive, with significant wins reported in local markets [13][14] Question: What is the status of the partnership with Philips? - The company is transitioning to an innovation partnership with Philips, focusing on specific technologies [16][17] Question: How is the company addressing tariff impacts? - The company is implementing strategies to mitigate tariff impacts and optimize supply chain manufacturing [50][55] Question: What are the top growth drivers for the next three years? - Key growth drivers include elevating commercial excellence, launching next-gen monitors and sensors, and expanding wearables [75]

Shares of https://t.co/wfUJF5bYaO dipped Thursday, a day after the artificial intelligence software provider replaced its CEO, posted weak results, and withdrew its guidance as it restructured its struggling business. https://t.co/lJ593gd8to ...