RUSH TRANSCRIPT Abigail is ░░░░░░░░ by Brian Abigail terrific ░░░░░░░░ have you This year ░░░░░░░░ to last Big rally ░░░░░░░░ stocks The S P ░░░░░░░░ the year up 14 ░░░░░░░░ NASDAQ 100 up 13 ░░░░░░░░ Tech starting to underperform ░░░░░░░░ a meager I say ░░░░░░░░ jokingly up 120 Do ░░░░░░░░ have more of a ░░░░░░░░ ahead Or is this ░░░░░░░░ good as it gets ░░░░░░░░ will we see a ░░░░░░░░ Second half will be ░░░░░░░░ earnings Muscle memory with ░░░░░░░░ as you see today ░░░░░░░░ example volatility down 9 ░░░░░░░░ coming back to Big ░░░░░░░░ names and a broadening ░░░░░░░░ across all sectors Investors ░░░░░░░░ still cautious about earnings ░░░░░░░░ Valuations are a stretch ░░░░░░░░ AI innovation trend the ░░░░░░░░ is infatuated with is ░░░░░░░░ multi year trend Mega ░░░░░░░░ tech makes sense but ░░░░░░░░ have to be cautious ░░░░░░░░ have a lot of ░░░░░░░░ that have not participated ░░░░░░░░ this year s rally ░░░░░░░░ are still playing catch ░░░░░░░░ from last year 35 ░░░░░░░░ negative on a year ░░░░░░░░ date basis If earnings ░░░░░░░░ hold we have some ░░░░░░░░ ones next week I ░░░░░░░░ that gives a chance ░░░░░░░░ the rally to continue ░░░░░░░░ we have the Fed ░░░░░░░░ jobs Any chance the ░░░░░░░░ cuts next week What ░░░░░░░░ your expectations On jobs ░░░░░░░░ well Brian the Fed ░░░░░░░░ hold steady on rates ░░░░░░░░ will continue similar dialogue ░░░░░░░░ to see the prince ░░░░░░░░ the September meeting Don ░░░░░░░░ expect cuts next week ░░░░░░░░ we get more of ░░░░░░░░ hint on the direction ░░░░░░░░ monetary policy with rates ░░░░░░░░ had an inflation number ░░░░░░░░ of their favorites come ░░░░░░░░ this morning that was ░░░░░░░░ or below expectations in ░░░░░░░░ areas That helped fuel ░░░░░░░░ bounce back If we ░░░░░░░░ inflation cooling while having ░░░░░░░░ in the labor market ░░░░░░░░ can expect two cuts ░░░░░░░░ the Fed between September ░░░░░░░░ December which will help ░░░░░░░░ and cool concerns around ░░░░░░░░ Abigail the vix close ░░░░░░░░ 17 well off the ░░░░░░░░ 12 levels Brian thanks ░░░░░░░░ thanks The dow up ░░░░░░░░ 6 the S P ░░░░░░░░ The NASDAQ composite up ░░░░░░░░ if you are sticking ░░░░░░░░ us we have a ░░░░░░░░ program coming up the ░░░░░░░░ two hours Matt Miller ░░░░░░░░ talk about his interview ░░░░░░░░ the gm president mark ░░░░░░░░ on the new corvette ░░░░░░░░ 10 AI startups to ░░░░░░░░ in 24 plus the ░░░░░░░░ that has built a ░░░░░░░░ company that started with ░░░░░░░░ truck and now brings ░░░░░░░░ 100 million per year ░░░░░░░░ s what I m ░░░░░░░░ for That will do ░░░░░░░░ for us Don t ░░░░░░░░ anywhere Close starts now ░░░░░░░░ t go anywhere The ░░░░░░░░ starts right now.