The job market looks solid right now, right. People have jobs, but hiring remains in a holding pattern because businesses are so uncertain about the outlook, specifically because of tariffs. But because a tax bill has been passed, which means that Americans are not going to be seeing a big increase in their tax rates and businesses are getting 100% expensing on uh property, plant, and equipment and uh depreciation of assets that is going to help in terms of capital investment and job creation.So you have th ...

AI and Computing Power Demand - The demand for computing power is insatiable, indicating a long runway for investment in physical infrastructure like semiconductors and cloud [1][2][3] - The expansion between Oracle and Open AI is 45 gigawatts worth of capacity, highlighting the significant energy requirements of AI development [3] - The U S is likely to lead the AI race due to its self-sufficiency and relatively cheap energy production compared to Europe and the U K [5] Energy Sector and Infrastructure - The energy sector and energy infrastructure requirements are intrinsically linked to the need for computing power, leading hyperscalers to invest in energy sources like nuclear [4] - The quest for cheaper, more efficient energy is crucial for supporting data center expansion and AI development [5] Market and Economic Factors - The jobs data is considered "Goldilocks" because of better-than-expected job numbers and a solid labor market, alongside slower wage growth [6][7] - The Federal Reserve is in no urgency to cut rates, which the market seems to prefer, valuing a strong labor market over immediate rate cuts [7] Technology Sector Performance - Technology sector exhibits strong earnings growth and benefits from productivity gains, making it an attractive area for investment [9] - Lower bond yields and interest rates, potentially resulting from future rate cuts, would particularly benefit growth areas like the technology sector [10]

The so-called big beautiful bill facing a final house approval vote in the coming hours. Joining us now is Treasury Secretary Scott Bessant. Mr.. Secretary, thank you so much for joining us. We're we're going on more than six hours now where Minority Leader Jeff is speaking. What What are you hearing.What's your expectation for when and whether this could pass. Uh, well, it's going it's going to going to pass and my expectation is that we'll get a vote around 130 today. Got it.You have said that this isn't ...

When we see such a positive jobs report, 147,000 jobs and a lower unemployment level, what is this. What is driving this. Good morning.Thanks for having me. Look, you know, as you said a moment ago, you know, this report was better than 78 out of the 79 forecasts that came into into the Bloomberg consensus range, the Bloomberg forecast. And so what we see is an economy that continues to defy it, continues to defy expectations, continues to defy, you know, all the doom and gloom that's out there, whether it' ...

report. Joining us right now is Roger Ferguson, former vice uh Fed vice chair as well as a CNBC contributor. Good morning to you.Uh before we get into it, just your reaction to the jobs number. Do you put this in a good category. We had Steve Leeman who found a couple of holes in it.What's your what's your thought. Uh look, overall a very good category. The unemployment rate coming down always very helpful.You know, the job creation number after the ADP surprise uh yesterday very welcomed. I'm not sure I ag ...

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Market Trends & Investment Opportunities - The second quarter saw significant market gains, with the Dow up 5%, the S&P rallying 105%, and the NASDAQ jumping 1775% [1] - Younger investors, fueled by a wealth transfer of $100 trillion from baby boomers, are driving market activity [2] - A "story-dominated market" is emerging, where individual stocks with compelling narratives are favored over indices [17][19] - Companies demonstrating bold behavior are rewarded by younger investors, while those focused on stock buybacks are punished [8][9] - The market is shifting towards an "idea market," where innovative concepts attract investment, reminiscent of the 1990s [11][14] Company Specific Analysis - Robinhood's stock skyrocketed due to its use of blockchain for stock and private company trading, appealing to younger investors [3][4] - Reddit's advertising is considered undervalued, suggesting potential for growth [7][8] - Palantir is expected to continue its upward trajectory, with a long-term price target of $200 [6] - Oracle is experiencing significant growth in data center orders, leading to stock appreciation [12] - Private equity firms like Apollo, KKR, and Blackstone are viewed favorably [22] Economic Factors - The influence of the Federal Reserve is diminishing as younger investors focus on individual stock stories [9][10] - The market is less concerned with traditional economic indicators like Fed announcements and tariffs [15]