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These stocks, but, theyre higher than in that stack, once again leading away, beginning a record high. All right, shares of boeing, meanwhile, falling. But Spirit Aerosystems jumping right now. Reports that glowing is in talks to buy that supply company. Spirit is at the center of boeing fighter 737 max problems, as its factory makes the fuselage that experienced that door plug blowout earlier this year. Its pretty remarkable. What that deal. Potentially, well begin with elon musks lawsuit against sam altman and openai. Musk was a cofounder of the company in 2015, but left the board in 2018, a...

Stocks not doing much. Revenue forecast, certainly concerning. Well talk to jim a lot about that, and well talk a lot about snowflake. That stock is down dramatically this morning, both on guidance and the news that its ceo, Frank Slootman, will be retiring. Suboptimal. Yeah. Suboptimal. Lets start with the inflation data, sort of get that out of the way before we move on. Whats your take on this pce number . In line is cool. Thats the way i look at it. I think that there were a lot of people who thought after the cpi this one would be bad too, and when you look at the progression of the s p f...

Performance is a nothing burger. Its up 1. 5 . I dont expect anything to happen at the Shareholders Meeting today to see a catalyst for that. Whats wrong with this stock . I think what we need is in june at the wwdc to hear about the ai innovation, and you had a little bit of a glimpse into it yesterday, and why is it so particularly relevant . In the last six months the perception of the marketplace is that apple is not innovating quickly enough in that direction and certainly has not laid out what the strategy and the plan is for ai. If you think back to 2014, okay, go back to 2014, in may o...

Half. The subcommittee will come to order and i ask for unanimous consent to share be authorized to declare a recess at any time. Without objection so ordered. I want to briefly review the three commandments of the subcommittee. One is that we shall start on time which we just did so thats good. We will enforce the five minute rule that if time allows we will entertain a second round of questions, and it often does. But i bring this up i want to stress the third which is shall not use acronyms or jargon that is particularly important in this discussion because the discussion about ai can quick...

Half. The subcommittee will come to order and i ask for unanimous consent to share be authorized to declare a recess at any time. Without objection so ordered. I want to briefly review the three commandments of the subcommittee. One is that we shall start on time which we just did so thats good. We will enforce the five minute rule that if time allows we will entertain a second round of questions, and it often does. But i bring this up i want to stress the third which is shall not use acronyms or jargon that is particularly important in this discussion because the discussion about ai can quick...