we can talk snowflake, stef, if you want. you say you're nervous going in. i think there's legit questions about software in the here and now the software index is up 25%, nine times revenue, but this had for a long time traded to a premium in the last group. now it's all about product revenue growth. i think they'll do 26%, maybe they do a bit better than that, but of course, it will be for the guide i'm not expecting much, but i think the expectations are so low, and i believe that you need scale in data for ai to work, and they have it. i'm nervous about it, because they haven't executed, but i do like the concept, and i like the new ceo. very smart. >> so everybody is looking forward to a week from today, august 28th, that's the day that nvidia is reporting earnings. how big of a moment you really think that is, given how quickly the market has rebounded. i'm looking at the stock, which obviously has had a remarkable move back. >> i think it's really big. you introducing me as prices to perfection. those earnings had better by clean and strong. especiall

. >> steve: axios political reporter stef kight joins us right now.morning. >> steve: axelrod went on to say right now trump is ahead and ahead in most battleground states. they are close. the states can be won by either. so what looked like joe biden was going to lose, those states now, it's a horse race. >> yeah. i mean, there is no question the mood swing has been dramatic, even from just a few weeks ago when axios and others were reporting that there were democratic lawmakers essentially resigned to a trump presidency up ahead. and so there is certainly been a dramatic shift in how democrats, in particular, view this race. they feel that, you know, biden stepping aside and kamala harris becoming, you know, the nominee really gives them at least a chance. the reality is you look at the polls and it's still very, very close. i will say enthusiasm matters. that was one of the biggest reasons people were concerned about biden. they want to have democrats eager to turn out. that enthusiasm level is going to matter and i encourage people to turn out in

he could see the staples of stef frederick maryland not far off in the mountains on the horizon.he peaceful summer was interrupted with the echo of distant gunfire. and soon it was clear. general robert e lee sent general north to take washington. he had crossed the potomac and was on his way east towards junction perhaps a baltimore more likely to washington just 40 miles away. wallace had already moved with great urgency he message washington to recall troops and prepare for an attack. he called in with brigades or parts of brigades he could to augment his own men eventually raising a force of several thousand. he spread them thinly along the eastern bank of the river. just long enough for reinforcements to arrive in the capitol. on the night on the eve of the battle wallace laid down and placed his head on a folded coat but anxiety made sleep impossible. he gathered and reinforced in an objective so hopeless the navy yard up in flames the capitol menace, the library inside looted.as the treasury empty. foreign heads of state rushing to recognize the confederacy. most painfully

stef kight, let me start with you. this what trump had to say about harris his last name, nobody knows her last names. harris trip rarely, even though can sound like he is meandering and occasionally he's all over the place usually there's a place from from whence it comes right there. there's some reason why he's thinking about this chimney insight into why that is. i mean, he clearly has had a very intense focus on her name yeah. >> i mean, it's clear that he's first of all concerned about how much enthusiasm there has been behind kamala harris's campaign so far, he clearly is acting in a very vulnerable way. he is clearly concern. there's been loss of reporting that he is very disappointed about where things stand in the race right now. and we've seen in the past that trump, when he feels cornered, tends to lash out in more personal ways. i think he is especially concerned about the idea of running a glut against a black woman. on the other ticket and he is once again resorting to these these personal attacks that h

stef, well stef, i would let you go, but really, well damn, if everything goes like this now, as i suppose, she'll go give her husband the documents, i'm not alone, then i left the gun at home. anya, maybe you should get some sleep? i'm giving my back a rest , i'm not used to heels. today is a real day of revelations. how long have we been working together? together? and how much have i been doing today? learned something new? and the fact that you make a happy life for the uncle who raised you? yeah, and about the fact that you spat on almost all work standards and about the fact that you sleep with traffic cops, that you picked on him, and also about the fact that you are not an actress, not a pre-actress, i am a normal actress, they just didn’t let me sulk, are you a deputy? or something, almost, yes, night, bother to be boring, spit, every day, subvik, i took everything i need, stop, i’ll shoot, who are you, and i’m a doctor, we need urgent medical care, give me your hand. and try to make sure that he doesn’t go anywhere left, i'll be there now, i'll find proof, i work until i get resu

we are getting, stef, these paper statements from the campaign saying, you know what?care for all. but they are coming out in these releases and is that effective? can this campaign operate on that on those major shifts? >> i mean, it is striking that, you know, we have on the record video clips of kamala harris from just a few years ago saying that she does support fracking ban, saying that she would decriminalize border crossings, saying that, you know, she is favor in buy back programs for assault weapons and now all we get are background statements from the campaign saying that she has totally shifted her stance on all of those things. and maybe it's enough for now, but it's not going to be enough until november. and we continue to hear from people on both sides of the aisle, especially republicans who want her to come out and answer for these policy shifts. these complete reversals of policies she has been behind for a long time. and they also think it's interesting the language they are using that she is not going to push for these things. oftentimes on backgroun

>> stef kight, tia mitchell. >> thank you both very much for getting us started this morning.iate it. >> all right. coming up here on cnn this morning, violent anti-immigrant riots, keep across britain as the uk government tries to get it under control plus boring into is in they're hurting and damaging country killing our people donald trump publican party trying to make immigration a central issue in the 2024 race. plus israel readies itself for retaliatory attacks by iran in a week that may decide the future of the gaza war at morgan stanley old school hard work meets bold new thinking to help you see untapped possibilities. and relentlessly work with you to make them real i'm jonathan lawson here to tell you about life insurance through the colonial penn program. if your age 50 to 85 and looking to buy life insurance on a fixed budget. remember the three ps what are the three ps >> the three ps of life insurance on a fixed budget our price price and price a price you can afford, a price that can't increase. and a price that fits your budget i'm 54. what's my price you can

. >> stef, i think it is based on the follower count.e i saw at the top like marjorie taylor greene was at the top because she has a big following? >> i believe that's how it works. to be honest, i'm not sure which profiles get pinned at the top. lots of people were watching. even at the end, it showed more than 1 million people listening. that is something that trump himself liked to make note of. he cares about crowd size. we know he has been very bothered by the amount of atte attention kamala harris has been getting recently. her campaign has been getting a lot of zoom calls and how many people are joining those. this is just another example of trump trying to kind of turn the conversation back to him. he's been very frustrated there's been a lot of reporting that he has been irritated by the amount of attention that the vice president kamala harris ticket has been getting recently and frustrated by the crowd sizes. it was note able to me he point that out. >> stef, i don't know if you saw the quote that harris' spokesperson gave to

. >> stef, we're pretty much at that level as we speak. an unbelievable comeback, but now what?] >> well, i think the volatility is here to stay, especially in the next two months. we are at the seasonally weakest period of the year, but scott, you have to just back up. last monday was the yen carry trade. it was not a cried problem. the economy is city growing. is it 2.9? maybe not. ism services is a huge part of our our economy when you're putting up better than expected earnings, there's no reason for emergency uss. between now and the end of the year, the 25 or 50 in september will all depend on the lake market. so let's watch the lake mark, the four-week moves average is at 240,000. i remind all the listeners, 350 to 375,000 is recessionary. i understand and appreciate we have seen a gradual increase, but it's certainly not in a dire situation for a lot more cuts than, you know, 50 at the most in sentence. >> i think hatzius said -- just so we're on the same page. >> okay. >>> a buyer here or a trim are of the market. rick reider making the point yesterday his view had chan

lebronjames, stef curry and kevin durant leading the americans to a 98—87 victory.of achievements. compatriotjordan chiles thought has had her gymnastics bronze taken away — following a ruling by the court of arbitration for sport. she was initially upgrades to third in monday�*s floor final after an appeal — but an inquiry found that appeal was lodged four seconds too late — so romania�*s ana barbosu will now collect the bronze medal. more medals for team gb on sunday with emily campbell winning weightlifting bronze, the same colour for cyclist emma finucane in the individual sprint to make it a hattrick of medals for her in the velodrome. but if cycling is a sport where expectations are high, artistic swimming is very much not. kate shortman and izzy thorpe won britain�*s first medal in the sport with silver on saturday. it was a little bit of a shock i think because we were lying in fourth position so we knew we had to do something big to then bring us up to the medal position. and then to see our school as well and how well we swam the routine, even though we di

. >> stef, last word. >> seagate, all of dell's strong earnings report. >> very quick. we have a little time left. thank you very much for watching "halftime." hope you have a great weekend. that does it for us. "the exchange" with deidre bosa starts right now. >> thank you very much, frank. happy friday. welcome to "the exchange." i'm deidre bosa in for kelly evans. here is what is ahead. the inflation gauge coming in as expected. the soft landing narrative is getting stronger. so it is smooth sailing for investors from here? our market guest says there is one thing that scares her. she'll tell us what that is and where she's seeing opportunity. >>> plus, leveraging ai. we'll check in with one company that is keeping the lights on, literally. the ceo joins us. and this stock, getting some love from wall street today, and it's having a comeback with one demographic in particular. we have the name, the story, and the potential upside from here. but we begin with the markets and, by the way, happy birthday to one and only warren buffett. he's 94 years young today. we had

. >> ♪ turn up for what ♪ >> in the words of the great stef curry, we can tell donald trump, night night go vote. be active, let's show out in november like never before. >> i guess donald trump will finally know what it's like when you get left for a younger woman. >> first you say comma like a comma in a sentence. >> then you say la like la-la- la-la-l a. >> put it together and you've got. >> kamala. >> many landed because they were real. they were planned for an audience and a purpose. but kind of like a wedding toast, people can tell if someone prepared it and then shared something authentic or did something else. and you may have heard people say, sometimes okay. this isn't a popularity contest. which is actually funny, because it sort of is. donald trump famously took to the electoral college by doing something you would think that would work in a high school contest. he was a bully, it was seen and exposed. but he was a bully that convinced enough people that his rule breaking might be good for them. good for the country. bad for the swamp. it was an us and them thing. and yes i'm

pick after weeks of speculation time for the send a gift or break a debt access politics reporter stefontinetti at the institute. doctor senior particle animas juan williams which by the way also the author of the new pricing for these eyes the rise of america's second civil rights movement it is coming out in months and gillian turner and foreign policy. how great to have all of you. all right mathew, cuddly, joyful btbill i can better jd vance. >> all the type of bout vibes in the past few weeks joy, enthusiasm, weirdness, confidence i felt this presidential campaign has become inside out too. [laughter] and to be exclusive of lowly important issues at stake is on the clips you showed i thought the reporters were ready to give tim walz a hug. i would say this. you have a new vice presidential selection and tim walz you have the new vice president now running for president kamala harris who needs to be defined. strategically for the trump campaign then he could turn their focus on kamala harris even if tim walz has unanswered questions best record is pastor. >> the door is open or for

. >> joining me now to discuss stef me, why politics reporter at bloomberg and nick johnston, axios,ublisher welcomed to both of you. nic worth noting that interview with trump and dr. phil was taped on friday, so that's before this news. all unfolded. but obviously we know how, how these indictments played in the republican primary. they actually helped trump or it seemed to certainly ron desantis who lost to him in that primary things that they helped him what impact is this coming back up right now have on this campaign? >> i think none, you know, to be honest, i would say i'll confess i was walking across the axios newsroom when that news broke yesterday afternoon, i saw a cnn chyron trump indicted and i just thought, oh well, he was indicted. again, not even realizing it was a superseding indictment. there is no undecided voter. i don't think anywhere on earth who is saying, you know, i think i don't know where to go here, but now that they've narrowed the scope and cause in relation to a supreme court presidential immunity ruling. now, i'm going to really affect my vote. i thin

dan greenhouse, solis management, stephanie link of high tower with and ron ensana, stef and ron are cnbc contributors. great to have everybody with us. steph, the first crack at this. trade unwind, recession fears, berkshire selling half of its apple, all of the above? what's the root of today? >> i think 80% is the carry trade unwind. a lot of uncertainty. we've been talking about we thought volatility would increase because there are so many things unknown and it is the economy and the fed. are they behind the curve. it is the politics which we haven't really talked about recently, right. then the speed of the bond market yields. it's been -- the velocity has been extreme in my mind and definitely worrisome. now, put that all together and where are we on the economy? at the end of the day fundamentals are going to win. they may not win out today, may not win out in the next week or two or two months since we're seasonally in the weakest part of the year, but what i would say is, the economy is still growing above trend, 2, 2.5%, atlanta fed tracker is at 2.5%, we know that inflati