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REPLAYroom_100012
Jul 23, 2026, 11:03:02 AM → Jul 23, 2026, 08:56:40 PM · 9h 41m 6s captured · 283 events· stitched from 2 fragments
fragments: 110301 (5h 59m 51s) · 171005 (3h 41m 15s)
◇ 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
0:009:41:06
283 of 283
0:51+25s"Remember seeing some weakness in AA, Al, posted in the news desk cutting their fiscal year guidance. They did come out with an EPS beat of 12¢ a revenue in line."
0:51+26sAA (AA posted in the news desk cutting their fiscal year guidance)
0:51+35s
1:05+13s"That's on the AAL."
1:05+16sAAL (That's on the AAL.)
1:05+21s
27:20+17s"An FEIM announcing"
27:20+18sFEIM (FEIM announcing)
27:20+22s
27:25+13s"contract awards val"
27:27+16s"at approximately $8,000,000."
27:30+15s"That's an FEIM"
27:40+17s"on a m I x"
27:45+17s"secures new US patent, that's on a m"
27:49+13s"I x."
27:57+16s"And z e n a"
27:57+18sZENA (And z e n a)
27:57+23s
28:01+19s"Xenotext drone is a service closest twenty sixth acquisition of an Ohio based land surveying company."
28:10+15s"That's on z e n a"
57:28+16s"Remember some commentary out by Rocket. Says Redfin reports"
57:28+17sRDFN (Redfin reports)
57:28+22s
57:32+17s"pending home sales fall to three month low."
57:35+14s"This is commentary out by Redfin."
57:38+16s"On HCWD,"
57:43+16s"we just milestone to its proprietary touch"
57:46+16s"valent second gen T cell engine engager program."
57:50+20s"That's on h c w b IMDX, graft assure assay guides use of potentially"
57:50+21sHCWB (That's on h c w b IMDX, graft assure assay guides use of potentially)
57:50+21sIMDX (assay guides use of potentially)
57:50+26s
57:50+26s
57:58+16s"kidney, say, kidney graft saving drug and new Lancet group"
58:03+13s"publication."
58:47+16s"An I k t announcing FDA orphan drug"
58:47+18sANKT (ANKT announcing FDA orphan drug)
58:47+25s
58:52+24s"designation granted to IKT o o one That's an I k t"
58:52+25sIKT (designation granted to IKT)
58:52+33s
59:02+17s"On n I k I, and just into"
59:07+16s"strategic agreement to provide APOE testing."
59:07+17sAPOE (strategic agreement to provide APOE testing)
59:07+22s
59:11+20s"That's on n I k I"
1:12:02+17s"Members, the ECP keeps"
1:12:05+13s"interest rate decision on"
1:12:07+15s"unchanged as expected."
1:14:02+20s"Members commentary by Trump A year ago, The United States Of America attacked very powerfully"
1:14:10+16s"the Houthis for their interference with commerce and trade."
1:14:13+16s"By shooting at ships since that time. And during a conflict with Iran, they have acted very responsibly."
1:14:18+16s"Unfortunately, now they are starting up again shooting at"
1:14:22+14s"two Saudi Arabian ships last night."
1:14:24+16s"Please let this truth serve to represent that if they do this again,"
1:14:29+16s"US will hold Iran responsible and that the hoodies are a surrogate and or prox"
1:14:34+16s"of Iran, and major military punishment will be infected upon Iran and, of"
1:14:39+17s"course, the Houthis themselves. While I'm very disappointed within"
1:14:43+16s"that they have until now acted very professionally and smart."
1:14:46+14s"Thank you for your attention to this matter."
1:14:49+13s"Donald j Trump."
1:21:43+16s"Members coming up at, 08:30. We do have"
1:21:48+14s"your initial jobless claims expected at 200"
1:21:52+15s"11,000."
1:26:51+16s"Remember, was taking a look at your initial job list"
1:26:56+16s"claims expected 211 coming in much lower"
1:27:00+16s"at 187,000. That's your job"
1:27:05+16s"claims coming in much lower than expected"
1:27:10+15s"at 187,000."
1:27:33+16s"An EMPD"
1:27:33+17sEMPD (EMPD mentioned)
1:27:33+21s
1:27:38+20s"announces a $20,000,000 strategic investment in Cardinal Data Power. That's an EMPD."
1:27:38+21sEMPD (announces a $20,000,000 strategic investment in Cardinal Data Power)
1:27:38+26s
1:28:27+18s"On c l I r announces a one spot"
1:28:27+19sCLIR (CLIR announces a one spot)
1:28:27+26s
1:28:33+15s"$7,000,000 private placement."
1:28:38+21s"On LPTH signs definitive agreement to divest China operations"
1:28:38+22sLPTH (LPTH signs definitive agreement to divest China operations)
1:28:38+30s
1:28:47+15s"That's an LPTH."
1:28:47+16sLPTH (That's an LPTH.)
1:28:47+21s
1:28:57+16s"On AIDX announcing standstill agreement with"
1:28:57+17sAIDX (AIDX announcing standstill agreement with)
1:28:57+22s
1:28:57+22sLPTH (LPTH signs definitive agreement to divest China operations)
1:29:01+13s"Streeterville."
1:29:02+15s"Regarding series e convertible preferred stock."
1:29:06+17s"On LASE signs the"
1:29:12+16s"Lasys Group's phonon tech advanced"
1:29:12+17sLASYS (Lasys Group's phonon tech advanced)
1:29:12+27s
1:29:16+16s"laser shield anti drone system."
1:29:19+14s"That's on LASE."
1:29:19+15sLASE (That's on LASE.)
1:29:19+20s
1:30:01+16s"On v c I g,"
1:30:05+16s"launches vGain cloud, a post quantum ready"
1:30:10+15s"sovereign AI cloud platform in Malaysia?"
1:40:00+21s"Members, while watching the US dollar continuing to hit new highs, seeing that weakness in the euro,"
1:40:09+16s"Also watching, these yields"
1:40:12+15s"with the ten year at four spots 714%."
1:40:15+16s"The VIX right at highs, right by that 19 level"
1:40:19+16s"nineteen twenty level, resistance mentioned by technical traders."
1:42:44+16s"On SXTC announcing a $9,000,000 registered direct offering,"
1:42:44+17sSXTC (SXTC announcing a $9,000,000 registered direct offering)
1:42:44+21s
1:57:26+13s"On TT,"
1:57:28+16s"EK, FAA selects Tetra Tech for"
1:57:28+18sTTEK (FAA selects Tetra Tech for)
1:57:28+23s
1:57:31+15s"27 major million major aerospace redesign."
1:57:41+14s"On t e n b"
1:57:44+16s"joins Cisco's solutions plus program."
1:57:51+16s"An SINT engages a"
1:57:55+17s"veteran med tech exec for the strategic opportunity management program."
1:58:00+22s"And BOSC secures a $990,000 order from a US customer"
1:58:00+24sBOSC (BOSC secures a $990,000 order from a US customer)
1:58:00+29s
1:58:10+14s"That's on b o s c"
1:58:38+16s"And a z c m d n"
1:58:42+17s"a"
1:58:45+16s"$5,000,000 registered direct offering"
1:58:48+14s"That's on z c m d."
1:58:55+17s"On ZNB announces a reverse"
1:58:55+19sZNB (ZNB announces a reverse)
1:58:55+25s
1:58:59+15s"share split. That's on ZNB."
1:58:59+16sZNB (share split. That's on ZNB.)
1:58:59+21s
2:14:29+17s"On v t I x"
2:14:34+16s"expects to report major sales growth following meta launch"
2:14:34+18s(expects to report major sales growth following meta launch)
2:14:34+24s
2:14:39+15s"announces first quarter results conference call."
2:23:55+15s"I got three minutes till the open."
2:26:50+15s"Members, markets are now open. Good luck, everyone."
2:27:09+20s"And q q QMLS signs a thirty two million two year NVIDIA Blackwell b 300 agreement."
2:27:09+21sQMLS (QMLS signs a thirty two million two year NVIDIA Blackwell b 300 agreement)
2:27:09+26s
2:27:17+20s"That's on QML as"
3:26:50+16s"Remember, it's taking a peek at your e"
3:26:55+15s"nat gas report."
3:27:00+16s"We expected a print of 29 BCF coming in at"
3:27:03+14s"32 BCF."
3:27:03+15sBCF (32 BCF)
3:27:03+20s
3:55:47+16s"An l y f t"
3:55:51+17s"I've seen headlines of Bleecker Street says that they are short the name."
3:55:51+18s(Bleecker Street says that they are short the name)
3:55:51+25s
3:55:56+14s"L Y F T."
3:55:56+15sLYFT (L Y F T)
3:55:56+21s
3:56:27+16s"Once again, members on the LOI of t c, volume"
3:56:32+16s"down, take out with a short on lift."
3:56:32+17sLIFT (take out with a short on lift)
3:56:32+22s
3:57:17+16s"On MSFT, Microsoft, and Databricks to expand partnership."
3:57:17+18sMSFT (Microsoft and Databricks to expand partnership)
3:57:17+22s
4:24:24+21s"Some commentary up by end 12 says Trump says considering a massive attack"
4:24:32+13s"greater than anything before,"
4:24:34+13s"I'm close to making a decision."
4:27:07+15s"On RCAT, Red CAT and"
4:27:07+16sRCAT (On RCAT, Red CAT and)
4:27:07+21s
4:27:11+17s"c three a advanced black widow in"
4:27:14+15s"into Oberon enabled fire fires networks."
4:27:58+17s"Remember, there's a a follow on to that n 12. Now ox"
4:28:02+16s"as well says president Trump told me he is close"
4:28:07+15s"to decision on massive attack against Iran. But"
4:28:10+16s"stressed he hasn't made final"
4:28:15+16s"determination. Those are comments as well coming from Axios following those n 12 reports."
4:57:22+38s"An IPW"
4:57:25+40s"iPower signs a nonbinding LOI for proposed"
4:57:28+37s"6,000,000 GPU deployment."
5:32:26+40s"Members being posted in the news desk"
5:32:31+41s"is a link to AMD's build what's next with AMD."
5:32:36+37s"Conference."
5:32:37+40s"Currently, Lisa Hsu is speaking."
5:32:41+40s"On that program, so we'll be posting a link to that in the news tab."
5:32:46+37s"Anybody interested"
5:32:47+36s"in watching"
5:32:49+37s"that event?"
5:36:39+43s"Ma'am is watching this HIMSS, h I m s,"
5:36:39+44sHIMSS (Ma'am is watching this HIMSS)
5:36:39+51s
5:36:43+41s"Keep in mind, the the FDA is discussing peptides."
5:36:47+39s"Today."
5:36:48+42s"If we see any headline, we will be posting in the news desk."
5:37:07+43s"On that HIMSS, the FDA does vote"
5:37:07+44sHIMSS (On that HIMSS, the FDA does vote)
5:37:07+49s
5:37:12+43s"to place b p c one five seven peptide on allowed pharmacy compounding list."
5:44:32+45s"Ma'am is Watson at HIMSS, h I m s, found that peptide talk earlier"
5:44:39+41s"in the news desk."
5:44:42+41s"Further being picked up by other wires"
5:44:45+42s"seeing that volume highs now in HIMS,HIM,S,HIM, andHERS."
5:44:45+44sHIMS (seeing that volume highs now in HIMS)
5:44:45+44sHERS (seeing that volume highs now in HERS)
5:44:45+48s
5:44:45+48s
6:10:01+17s"OpenAI infrastructure chief"
6:10:04+17s"expects to deploy AMD Helios at massive scale."
6:10:04+18sAMD (expects to deploy AMD Helios at massive scale)
6:10:04+22s
6:11:23+18s"AMD CEO, New Venice, CCPU extends leadership of industry."
6:11:23+20sAMD (AMD CEO, New Venice, CCPU extends leadership of industry)
6:11:23+26s
6:11:29+16s"New EPC design gives largest generational gain."
6:18:09+17s"OpenAI infrastructure chief"
6:18:13+17s"Plans to work with AMD on m I 500 series AI chips"
6:18:13+18sAMD (Plans to work with AMD on MI 500 series AI chips)
6:18:13+23s
6:18:18+14s"and beyond."
6:23:30+22s"Members watching CBRS AMD, Cerebras to offer combined product for fast interference."
6:23:30+24sCBRS (Cerebras to offer combined product for fast interference)
6:23:30+24sAMD (Cerebras to offer combined product for fast interference)
6:23:30+29s
6:23:30+29s
6:23:40+18s"That's on AMD and"
6:23:44+15s"CBRS"
6:23:44+16sCBRS (CBRS mentioned)
6:23:44+21s
7:57:06+17s"Members coming up after hours"
7:57:11+17s"on the top earnings. Not much"
7:57:14+16s"after hours today. We do have Intel INTC"
7:57:14+18sINTC (We do have Intel INTC)
7:57:14+23s
7:57:18+17s"For tomorrow morning, waiting for American Express, AXP,"
7:57:18+18sAXP (waiting for American Express, AXP)
7:57:18+23s
7:57:18+23sINTC (We do have Intel INTC For tomorrow morning)
7:57:24+17s"Charter, CHTR, and Verizon,VZ."
7:57:24+18sCHTR (Charter, CHTR)
7:57:24+18sVZ (Verizon, VZ)
7:57:24+24s
7:57:24+24s
8:40:14+17s"Member is taking a peek at the market on closing balance."
8:40:19+18s"Not much action at the on the MOC"
8:40:25+17s"Seeing a small buy side around 200,000,000."
8:46:48+15s"Remember, as you got three minutes till the close."
8:49:39+15s"Markets are now closed."
8:52:22+18s"Members watching this Intel INT"
8:52:22+19sINTC (Members watching this Intel INT)
8:52:22+27s
8:52:27+17s"EPS coming in with a beat of 17¢."
8:52:31+17s"Revenue as well coming in with a beat."
8:52:34+14s"An Intel I n t c."
8:53:47+17s"An r n g RingCentral and OpenAI collaborate to accelerate"
8:53:47+18sRNG (RingCentral and OpenAI collaborate to accelerate)
8:53:47+27s
8:53:52+16s"AI native innovation across RingCentral."
8:53:52+17sRNG (AI native innovation across RingCentral)
8:53:52+22s
8:56:38+17s"An a b b v"
8:56:43+17s"genumab and AbbVie provided clarification on phase three Epcor"
8:56:43+18sABBV (AbbVie provided clarification on phase three Epcor)
8:56:43+27s
8:56:47+15s"DLB cell. That's on ABBV."
8:56:47+18sABBV (DLB cell. That's on ABBV.)
8:56:47+23s
9:03:13+17s"On c d x s"
9:03:16+16s"a proposed public offering of common stock."
9:03:20+19s"That's on CDXS"
9:03:20+20sCDXS (That's on CDXS)
9:03:20+25s
9:08:22+17s"An e n r"
9:08:26+18s"seeing a form for insider purchase by"
9:08:29+15s"10% owner of Aqua Capital."
9:08:32+16s"Purchasing a 120,000 shares. That's on ENR."
9:08:32+18sENR (Purchasing a 120,000 shares. That's on ENR.)
9:08:32+23s
9:19:55+20s"And OKL receives US Department of Energy startup authorization for Groves Reactor."
9:19:55+21sOKL (OKL receives US Department of Energy startup authorization for Groves Reactor)
9:19:55+25s
9:20:38+17s"Member, I just want to thank Kevin for joining us today on the"
9:20:42+17s"trade exchange squawk. I want to wish everyone a wonderful evening. We'll see you all tomorrow"
9:20:47+14s"on the premarket prep. Thank you."