Thank you very much. Speaking of Robin Hood, Stephanie Gild is with us right now, the chief investment officer. It's always good to have you on the program.What's your take on where we're going here in a new month. I mean, I think we're in a point in the market where we've seen a lot of gains and obviously you've had some news out that is starting to show that perhaps valuations have reached expectations. And I think we're at the point in the market where, you know, my target was 6,500 and I think we're goi ...

For more on the markets, let's bring in our next guest, Andrew Slimman, senior portfolio manager. Morgan Stanley, Investment Manager, management. Uh, Andrew, I want to ask you about Nvidia and its role in this market and a test of sentiment here.Um, this is a company that trades at about 59 times earnings, historical earnings, uh, about one and a half times the level of the overall NASDAQ, of which it comprises a substantial portion of. Um, given we saw earnings yesterday, there's a lot that's been made of ...

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Financial Performance - Lowe's earnings exceeded forecasts [1] Sales Performance - Higher sales to both construction professionals and DIY customers [1]

Let's ask Wharton School professor of finance Jeremy Seagull. He's also chief economist for Wisdom Tree. Welcome back.It's nice to see you as always. Good to see you, Scott. You still like this market. Yeah, I I still like it.I I I think there were a little some disappointments today. I actually think uh the Bloomberg report that maybe Waller is the top candidate uh rather than War. uh he uh uh is not seen as uh uh dovish for Fed chair and I think that that kind of discouraged the market may a little bit co ...

So, let's talk about Malcolm's moves. I said he had a couple and they're both sells. Number one, Iron Mountain.Why sell. >> Yeah. So, if you're a dividend investor, this is still a great stock for you to own.But for me, I sold that when I had a earnings just on the expectation that I looked at what happened with the big banks when they reported. I looked at what happened with big tech when they reported great solid earnings numbers and the market still responded by selling their shares down. And so, I expec ...

Earnings and Market Performance - 66% of companies have reported earnings, with 82% beating on the top line and 68% beating on the bottom line [2] - Year-over-year growth is running at approximately 82% [2] - Market experienced a slight pullback after a 29% increase leading up to earnings reports [3] - Expectation of market volatility for the next two months, influenced by seasonal factors and Federal Reserve decisions [3] - Setup into the end of the year is anticipated to be positive, presenting opportunities in stocks like Caterpillar and Eaton [4] Economic Indicators and Federal Reserve Policy - Market initially focused on growth concerns due to jobs numbers but recovered quickly [5] - A potential rate cut in September with a 42% unemployment rate would be a favorable scenario [5] - Non-farm payroll report is backward-looking; weekly jobless claims are a more forward-looking indicator [6] - The 4-week moving average of weekly jobless claims is at 220000, up from 200000 six months ago, but down from a recent spike to 245000 [6][7] - Economy is growing above trend at approximately 21% according to the Atlanta Fed tracker [8] - Above-trend growth and slightly higher inflation are preferable for equity portfolio management and earnings [8] Tariffs, Onshoring, and Capital Expenditure - Potential positive impacts of tariffs include increased manufacturing onshoring and reshoring [10] - Google, Microsoft, Meta, and Amazon are projected to spend $400 billion on AI and capex this year [11]

Let's get some reaction from Apollo Global Management's Troy Stan Sllock who joins us here uh at uh Post9. Happy Friday T. Good to see you.Were you able to hear some of the president's comments. Heard all of it. What what's your initial reaction.Well, I think he's absolutely right on the dollar as Sarah was just saying we don't want a weak dollar, we want a weaker dollar. So the point here he's making and he make through all the macroeconomic reasons why a dollar going down is good for manufacturing. It's g ...

Doug Clinton, Intelligent Alpha, joins 'Closing Bell' to discuss the big tech earnings on deck, how to balance recent data from Google and much more. ...

Market Outlook - European earnings outlook appropriately reflects tariff risks [1] - Rally is expected to extend in the absence of a trade shock [1]