Warm Up- Another Rough Start to the month- Apple Event - market was- Last episode - ETF and Funds Education - lots of great comments on that!- DEBATE TIME - right in the middle of our show! Someone needs to look at our schedule

Market Update- August ends on the high side - (like July) and then gets knocked down hard (like August) and then Rips higher on Monday (like August)- Rate cut bets are in place- Market very skittish - September not the best month on average- VIX hits 25 last week- Yen Carry trade issue not fully resolved- YIELD CURVE UPDATE

Big News- Yield curve normalizes for 2/10's- Yield curve is not normal - this is what happened in 2001 and 2008

Apple Event- Apple introduces Apple Watch Series X with a new design.- Largest most advanced display ever with 30% more screen area.- The display is larger than the Apple Watch Ultra.- Display will be 40% brighter.- Watch will be 10% thinner than Apple Watch 9.- Background noise will be surprised on phone calls.- Smart Stack will add widgets whenever you need them.- Adding translate application.-Apple Watch can track menstrual cycles.- Apple Watch can alert users to sleep apnea.- Starts at $399.- A few incremental updates otherwise and talk of AI to come - one day someday

More Apple- Europe's top court on Tuesday ruled against Apple in the tech giant's 10-year court battle over its tax affairs in Ireland.- The Commission in 2016 ordered Dublin to recover up to 13 billion euros ($14.4 billion) in back taxes from Apple, at the time saying that the tech company had received "illegal" tax benefits from Ireland over the course of two decades.- So is this final this time?- How is this possible anyway - Ireland granted tax benefits for the purpose of benefiting jobs etc....

Apple Competition- Huawei's tri-fold phone receives over 4 mln pre-orders ($2,800 per)- Have you seen this?- VERY COOL device

Palantir- Palantir Technologies hits best levels since early 2021 following inclusion in S&P 500- +15% on the news

Dell- Dell also is added to the S&P 500- Etsy and American Airlines out

Tech - Oracle Earnings- Oracle beats on some metrics and has some great outlook- Missed on EPS- Partnering with Amazon- The company said Oracle Database is thriving, and the multi-cloud agreements it has with Microsoft, Google, and now AWS make it easier for its customers to run their Oracle Databases in the cloud.- Stock at ATH

NVDA- WORST DAY EVER for a stock- Slide last week took at $300 BILLION on market value in one day.- New DOJ probe in anti-trust case- The agency is asking questions about whether Nvidia makes it harder to switch to other suppliers of AI chips.- Nvidia has over 80% of the market for data center AI chips, according to industry estimates.

Best Buy- People are buying...- Raising full year guidance- Comparable sales declined 2.3% during the quarter, compared with a 6.2% decline a year earlier.--- It is all about the expectations...

Glasses - Again?- Qualcomm CEO Cristiano Amon told CNBC the chip designer is working with Samsung and Google to explore a mixed-reality set of glasses linked to a smartphone- Last year, Google, Samsung and Qualcomm struck a partnership to develop mixed-reality technology.- This is supposed to be a smaller version of what is out the...

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