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REPLAYroom_100012
Jul 22, 2026, 11:05:34 AM → Jul 22, 2026, 08:41:25 PM · 9h 23m 28s captured · 268 events· stitched from 2 fragments
fragments: 110533 (5h 59m 51s) · 171235 (3h 23m 37s)
◇ BRONZEBronze stitched view — 2 fragments concat'd at read time(canonical not produced yet)
Per-fragment HLS playlists concatenated at request time with
#EXT-X-DISCONTINUITYseams; events come from live_eventswith their original per-fragment capture_tsmapped onto the concat clock. Useful for low-latency / in-flight shows; the canonical view is the truthful record once a show ends.Speed:space play/pause · j/l ±5s · [ ] ±60s
0:009:23:28
268 of 268
0:06+16s"An r p r x"
0:10+16s"Royalty Pharma acquires royalty interest in AstraZeneca's"
0:10+18sRPRX (Royalty Pharma acquires royalty interest in AstraZeneca's)
0:10+22s
0:15+23s"Saramutag. An RADX Achieves confirmed durable partial response and ongoing"
0:15+24sRADX (RADX Achieves confirmed durable partial response and ongoing)
0:15+29s
0:24+15s"phase one trial of a rad two zero four."
24:49+17s"On ARWR reports top line results from phase"
24:49+18sARWR (ARWR reports top line results from phase)
24:49+25s
24:54+15s"three Shasta three and Shasta four studies."
55:02+16s"On h t o o,fusion float closes strategic royal uranium at"
55:02+17sHTOO (On h t o o, fusion float closes strategic royal uranium at)
55:02+23s
55:07+14s"acquisition, h t o o,"
55:11+16s"On HAL Kuwait Oil Company Awards long"
55:11+18sHAL (HAL Kuwait Oil Company Awards long)
55:11+25s
55:16+15s"agreement to advance tech development, Amade Innovation Valley."
55:24+16s"WETO enters"
55:24+17sWETO (WETO enters)
55:24+24s
55:27+16s"into a US 20,000,000 North America multi site"
55:31+16s"agreement for Orchestra robotics services."
55:35+15s"That's on a WETO."
55:35+16sWETO (That's on a WETO.)
55:35+21s
55:38+20s"MNPR, Initiative a rolling NDA submission for ALXN eighteen forty."
55:38+21sMNPR (MNPR, Initiative a rolling NDA submission for ALXN eighteen forty)
55:38+29s
55:45+14s"That's an MNPR."
55:45+16sMNPR (That's an MNPR.)
55:45+22s
1:24:57+16s"And TEM announcing launch of"
1:24:57+17sTEM (TEM announcing launch of)
1:24:57+25s
1:25:01+15s"one ohm pharmacokinetic EM"
1:25:05+19s"testing. That's on t on t e t o n x"
1:25:12+17s"company highlighting continued infrastructure advancements."
1:25:15+15s"That's on t o n x."
1:25:15+17sTONX (That's on t o n x.)
1:25:15+22s
1:25:24+16s"On FLYX reports record"
1:25:24+17sFLYX (FLYX reports record)
1:25:24+21s
1:25:28+17s"JET club momentum as membership growth accelerates."
1:25:28+19sJET (JET club momentum as membership growth accelerates)
1:25:28+23s
1:25:28+23sFLYX (FLYX reports record JET club momentum as membership growth accelerates)
1:25:32+13s"F l y x,"
1:25:49+20s"An AMD AMD Anthropic signed major chips and investment deal."
1:25:49+21sAMD (AMD signed major chips and investment deal)
1:25:49+28s
1:25:57+16s"That's on AMD"
1:26:08+17s"AMD to invest $5,000,000,000 in"
1:26:08+19sAMD (AMD to invest $5,000,000,000 in)
1:26:08+23s
1:26:12+14s"Thropic as part of the chip deal."
1:26:18+19s"An ONFO on FOLIO and Paramount LOI relating to strategic transaction."
1:26:18+20sFOLIO (ONFO on FOLIO and Paramount LOI relating to strategic transaction)
1:26:18+20sPARA (ONFO on FOLIO and Paramount LOI relating to strategic transaction)
1:26:18+25s
1:26:18+25s
1:26:28+17s"On AI, AI deploys a bid accelerator showing it's"
1:26:33+16s"transformational AI integration strategy."
1:30:03+16s"Member is taking a quick peek at markets"
1:30:07+14s"following, the morning data."
1:30:10+17s"You have the S and P down spot 3%, the Dow down"
1:30:14+15s"spot 1%, the Nasdaq down spot 87%."
1:32:40+16s"Remember, some commentary traders are circulating"
1:32:45+14s"regarding comments being made by"
1:32:48+16s"analysts on CNBC. They're saying that the buying stocks"
1:32:53+16s"with borrowed money hits levels seen at past market tops."
1:32:57+17s"Says very bearish signals are emerging. This is"
1:33:01+16s"commentary from CNBC being circulated"
1:33:04+15s"by traders in social media."
1:51:35+21s"Members commentary out by Trump says from this point forward,"
1:51:44+20s"anytime the Islamic Republic Of Iran shoots at a ship in the Strait Of Hormuz, whether it be by missile, rocket,"
1:51:51+16s"drone, or any other device, The US will bomb and destroy"
1:51:55+16s"destroy one bridge or power plant, including those located next"
1:51:59+15s"to or in the capital city of Tehran. Thank you."
1:52:03+14s"For your attention to this matter."
1:52:05+16s"We are seeing a little volatility in markets following these comments."
1:52:09+12s"By Trump."
1:55:02+16s"On AMD,VLNCHOR and AMD,"
1:55:07+13s"University of Cambridge,Sesara dot ai."
1:55:10+19s"ARRY announcing 60 degree solar tracker alternative to enhance"
1:55:10+20sARRY (ARRY announcing 60 degree solar tracker alternative to enhance)
1:55:10+27s
1:55:16+16s"extreme weather resilience. That's on a r r y"
1:55:21+26s"On ZM, Zoom revenue accelerator unveils AI that drives revenue action. That's on ZM,Zoom,"
1:55:21+27sZM (Zoom revenue accelerator unveils AI that drives revenue action)
1:55:21+40s
1:55:30+17s"KRMN,"
1:55:30+19sKRMN (KRMN mentioned)
1:55:30+30s
1:55:34+16s"awarded a twenty one spot $3,000,000 contract by Northrop Grummond."
1:55:34+17sNOC (awarded a twenty one spot $3,000,000 contract by Northrop Grummond)
1:55:34+26s
1:55:39+14s"That's on k r m n"
1:56:07+17s"Commentary by The Wall Street Journal, open"
1:56:11+13s"AI."
1:56:12+16s"Planned cloud spending hits"
1:56:16+16s"$750,000,000,000 as computing efforts ramp up."
1:57:15+14s"Coming from the, the information"
1:57:18+17s"says SpaceX AI explores major data sent"
1:57:24+17s"expansion in Texas That's coming from the information."
2:20:21+16s"And CPHI announcing pricing"
2:20:21+17sCPHI (CPHI announcing pricing)
2:20:21+22s
2:20:26+22s"of a $5,000,000 registered direct offering. That's on c p h I"
2:20:26+24sCPHI (registered direct offering of $5,000,000)
2:20:26+28s
2:21:32+16s"Remember, she got three minutes till the open."
2:24:16+16s"Markets are now open. Good luck, everyone."
2:44:01+74s"Members Trump is currently speaking in an office meeting."
2:44:05+72s"With Netanyahu."
2:44:16+74s"Correction on that."
2:44:20+75s"Coming from Axios, there is a"
2:44:23+74s"sit down between Trump and Daniel. Daniel is under discussion, but no meeting set."
2:44:28+71s"Yet."
2:44:59+74s"Trump says that the death of soldiers being"
2:45:02+72s"investigated, I ran to pay price."
3:22:51+76s"Members coming up, we have the crude oil data"
3:22:55+73s"expecting a draw of 2,000,000."
3:23:22+76s"Member, was taking a peek at that"
3:23:26+80s"crude oil data. We expected a draw of 2,000,000 coming in with a build of two spot zero one million."
3:23:34+73s"That's your crude oil data"
3:23:36+72s"being posted in the news desk."
3:26:33+76s"Members on Apple preparing broad MAC"
3:26:37+74s"refresh to support AI demand push."
3:30:45+74s"An I n f q"
3:30:48+76s"secures three Genesis Mission projects from US Department of Energy."
3:46:59+76s"Remember some commentary out by Greer says we have"
3:47:05+80s"regular calls with Chinese counterparts on critical minerals. We have leverage to make sure they comply with agreements."
4:03:10+79s"Ma'am, I was watching this NVIDIA CNGH straight shot up almost $3."
4:03:10+80sNVIDIA (NVIDIA straight shot up almost $3)
4:03:10+85s
4:03:16+74s"The matter of minutes. No headline for this move."
4:03:19+77s"But we are seeing a strong volume upside push in NVIDIA NVDA."
4:03:19+78sNVDA (strong volume upside push in NVIDIA NVDA)
4:03:19+83s
4:29:14+73s"Rem is watching this PRU."
4:29:14+74sPRU (Rem is watching this PRU)
4:29:14+79s
4:29:18+76s"Circulations of an article titled Prudential puts its Brazilian operation up"
4:29:23+72s"for sale."
4:32:01+79s"Members watching continued strength in l LQDA and volatility"
4:32:01+81sLQDA (Members watching continued strength in LQDA and volatility)
4:32:01+89s
4:32:07+76s"also on UTHR following a court case update."
4:32:07+77sUTHR (following a court case update)
4:32:07+83s
4:52:46+75s"Remember, it's watching American Eagle AEO following a"
4:52:46+83sAEO (watching American Eagle AEO following a)
4:52:46+91s
4:52:51+76s"an older Instagram post being circulated regarding"
4:52:55+76s"Sydney Sweeney declared start to low rise season in"
4:52:59+73s"hip hugging American Eagle jeans."
4:53:02+76s"That's an article out on AEO on this Vowel Pop."
4:53:02+77sAEO (That's an article out on AEO on this Vowel Pop.)
4:53:02+81s
4:56:51+76s"An I m a x"
4:56:57+78s"Article out by Business Insider says IMAX CEO says the Odyssey box office is more extreme than expected."
4:56:57+80sIMAX (IMAX CEO says the Odyssey box office is more extreme than expected)
4:56:57+86s
4:57:04+75s"He also addresses whether the company is for sale."
4:58:17+75s"On IMAX in that article,"
4:58:28+76s"They talk about addressing"
4:58:32+73s"a report"
4:58:35+74s"in regards to"
4:58:38+76s"IMAX is up for sale. It says, no. I can't."
4:58:41+76s"All I can say is when we have a sale, we'll announce it."
4:58:44+76s"A public company. We've been approached numerous times over the years."
4:58:48+75s"And when we have a signed deal, we'll talk about it. This is from IMAX."
4:58:48+76sIMAX (This is from IMAX)
4:58:48+81s
5:55:42+76s"Member is taking a look at this two year yield auction"
5:55:50+74s"The when issued coming in at"
5:55:54+76s"five spot 156%."
5:55:59+76s"The twenty year correction, the two year bond auction drawing"
5:56:04+77s"five spot 163% with a bid to cover"
5:56:11+76s"at two spot six four."
6:12:07+19s"Remember some commentary out by, Gallabaugh,"
6:12:11+19s"says the equation of this war is clear, either all or none."
6:12:15+19s"In a region where we do not sell oil, no one will sell oil."
6:12:20+20s"If our security is not insured, no infrastructure will be safe."
6:12:25+19s"And the security of the street is the absence of American forces."
6:12:28+19s"We have repeatedly said that the situation of the strait will not return to prewar conditions."
6:12:37+19s"This is commentary out by Galabath of Iran."
6:21:09+29s"Regarding Paramount and Warner Brothers talk, Paramount one 110,000,000,000 Warner deal receives EU conditional approval."
6:21:09+31sPARA (Paramount one 110,000,000,000 Warner deal receives EU conditional approval)
6:21:09+31sWBD (Paramount one 110,000,000,000 Warner deal receives EU conditional approval)
6:21:09+37s
6:21:09+37s
8:24:16+23s"NVIDIA CEO Jensen Huang tells Axios there's no scenario where China runs US companies off road."
8:24:16+24sNVDA (NVIDIA CEO Jensen Huang tells Axios there's no scenario where China runs US comp)
8:24:16+30s
8:37:15+20s"Members taking a peek at that market on"
8:37:18+19s"closed imbalance. A small buy side around 300 to 400,000,000."
8:37:42+19s"Members, we are seeing the MOC pairing"
8:37:47+20s"off. It was a small buy side. Now"
8:37:50+16s"flipping to the sales side,"
8:37:53+19s"following that, market on close and balance."
8:37:56+19s"Keep in mind, we did have initially a small sales side,"
8:38:00+20s"now flipping to a correction. We had a small buy side now flipping"
8:38:04+17s"to a sales side imbalance."
8:41:23+20s"Trump says Iran is getting hit"
8:41:26+16s"so hard. They want some AK"
8:41:28+17s"deal."
8:44:03+17s"Members, you got three minutes till the close."
8:47:02+19s"Members, markets are now closed."
8:48:16+24s"On VSTM, dosing first patient in target d two zero two."
8:48:16+25sVSTM (dosing first patient in target d two zero two)
8:48:16+29s
8:48:52+24s"Member is taking a look at TX and the Texas Instruments out with their earnings and EPS beat"
8:48:52+26sTXN (Texas Instruments out with their earnings and EPS beat)
8:48:52+32s
8:49:00+19s"of 13 correction, 23¢ revenue beat"
8:49:05+21s"TXN."
8:49:05+22sTXN (TXN mentioned)
8:49:05+27s
8:49:36+23s"Members taking a look at Google, g o o g l coming in with a revenue beat"
8:49:36+25sGOOGL (Google, g o o g l coming in with a revenue beat)
8:49:36+29s
8:49:46+19s"That's on g o o g l, Google."
8:49:46+20sGOOGL (That's on g o o g l, Google.)
8:49:46+24s
8:51:59+20s"Members taking a look at Tesla TSL"
8:51:59+21sTSLA (Members taking a look at Tesla TSL)
8:51:59+35s
8:52:02+20s"coming in with an EPS miss."
8:52:05+19s"Of 16¢. Revenue coming in with a b"
8:52:10+18s"That's on TSLA Tesla."
8:52:10+19sTSLA (That's on TSLA Tesla.)
8:52:10+24s
8:53:56+20s"On Tesla as well, coming in with their gross margins at"
8:54:01+20s"16 spot 8% versus the"
8:54:04+19s"expected 19 about 4%."
8:55:11+19s"An f s"
8:55:15+19s"FSBC launch of common stock offering,"
8:55:15+20sFSBC (FSBC launch of common stock offering)
8:55:15+24s
9:02:55+19s"On p r g s"
9:02:55+20sPRGS (On p r g s)
9:02:55+24s
9:02:59+20s"progress software to acquire Domo's AI and data platform business."
9:02:59+22sPRGS (Progress Software to acquire Domo's AI and data platform business)
9:02:59+22sDOMO (Progress Software to acquire Domo's AI and data platform business)
9:02:59+28s
9:02:59+28s
9:03:04+16s"PRGS."
9:03:04+18sPRGS (PRGS mentioned)
9:03:04+24s
9:17:55+20s"On RCUSS,"
9:18:00+17s"MMT,"
9:18:02+20s"ARCUS, and Summit enter into clinical trial collaboration."
9:18:02+21sARCUS (ARCUS enters into clinical trial collaboration)
9:18:02+25s
9:18:08+20s"On PFE, FDA grants"
9:18:08+21sPFE (FDA grants)
9:18:08+29s
9:18:12+17s"prior to review for Pfizer's TALZINA,"
9:18:14+17s"That's on PFE."
9:18:40+19s"Members, thank you everyone for joining us today."
9:18:45+16s"The trade exchange,squawk,"
9:18:49+19s"Wish everyone a wonderful evening. We'll see you tomorrow on the premarket prep. Thank you."