Creating a better tomorrow™… Second Quarter 2025 Earnings August 6, 2025 Louis Pinkham, Chief Executive Officer Industrial Rob Rehard, Executive Vice President, Chief Financial Officer Motion Control Solutions Systems 2Q 2025 FORWARD LOOKING STATEMENTS AND NON-GAAP FINANCIAL MEASURES All statements in this communication, other than those relating to historical facts, are "forward-looking statements." Forward-looking statements can generally be identified by their use of terms such as "anticipate," "believe, ...

Donald Trump said he considered attempting to break up Nvidia to increase competition in artificial intelligence chips before finding out "it’s not easy in that business" https://t.co/F5PZfqIvpC ...

That's the bell on Wall Street and now it's market domination overtime. We're giving you full team coverage of all the moves to get you up to speed on the action from today's trade. Henny and Walsh CIO that would be Kevin Man as well as Yahoo Finance's Jared Blickery joining us here to break down the moves today.Jared, let's start with you my friend on the close. We do have fresh records. Yes, we do.in terms of the S&P 500, the NASDAQ Composite, and the NASDAQ 100. Couple sectors. More on that in a minute.F ...

Right after I won the election, I talked to President Trump and I suggested that uh it'd be great for him to come to Pittsburgh where we could talk about the crossroads of the AI revolution, the energy revolution. Uh Pittsburgh and Pennsylvania is really at the center of both revolutions. We have the second largest energy production in the country.We have bountiful uh natural gas, fourth largest reserves in the world, incredible skilled workforce that you just referred to, incredible technology universities ...

I'm now find executive editor Brian Todd taking a look at a live shot of the opening bells on Wall Street on this Thursday morning. An extra special I would say guests ringing the bell at the New York Stock Exchange. That is Disney CEO Bob Iger.Uh also I see I see Mickey. I see many very important guests there getting trading underway down there. They're at the Disneyland Resort in Anon, California in celebration of Disneyland's 70th anniversary.NYC President Lin Martin also there in attend. You can see her ...

Market Trend & Investment Opportunities - The market is close to all-time highs, and despite potential short-term weakness due to Treasury General account requequification, it's time to lean in, presenting buying opportunities [1][2] - The greatest capex boom is yet to come, driven by AI spending, with trillions of dollars still to be deployed in digital infrastructure [2][3] - Weakness in financials, industrials, utilities, and information technology sectors represents buying opportunities [4] - The S&P 500 has rallied almost 30% off the lows, and the NASDAQ has rallied 40% off the lows, indicating a strong profit cycle with potentially another double in the S&P [6][7] AI & Technology - Generative AI hitting the cost line helps margins expand, creating greater profitability and ROI in both public and private markets [8] - Data center buildout, requiring billions and ultimately trillions in spending, creates a catalyst for a full profit cycle [8] Financial Sector - The financial sector, including asset managers, advisors, and lenders, is a buy, supported by infrastructure rebuild and the increasing need for retirement investments [9][10][11] Valuation & Asset Management - An asset-light era is occurring, where companies with less fixed cost relative to labor, strong cash, and balance sheets should maintain higher multiples than historically seen [12] - Multiples sticky at current levels make sense [13]

White House AI adviser David Sacks defended the Trump administration’s decision to allow Nvidia and Advanced Micro Devices to resume sales of some artificial intelligence chips to China https://t.co/MlIGP4Sjvz ...

Some of the world’s biggest companies pledged tens of billions of dollars to accelerate the development of artificial intelligence in Pennsylvania, the latest splashy investments expected to draw praise from President Trump https://t.co/HU6Ahq3LEq ...

which is a nice segue to this because this morning, President Trump, members of his cabinet, CEOs of energy and AI companies, they're all gathering in one place, Pittsburgh, for the first annual energy and innovation summit. Joining us right now, first on CNBC is Senator Dave McCormack. Senator, good morning to you.Uh, congratulations on uh on what looks like an incredible event. Uh, tell us what's going on in Pittsburgh and then I've got about a million questions to ask you about all that's going on in AI ...

xAI, Elon Musk’s artificial intelligence and social media company, is in the early stages of a funding round that could value the business at $200 billion, the FT reports https://t.co/7JMIW2SNGQ ...