Shares of @Klaviyo jumping on the back of an earnings beat, its biggest daily move since the #IPO in September.
Morgan Brennan asks CEO Andrew Bialecki what gives him confidence to raise guidance.

$KVYO

.Morgan Brennan reports on the latest behind the activist battle at rail company Norfolk Southern
$NSC #NorfolkSouthern

How the competitive landscape for AI compute is evolving - and what it means for alternative cloud providers like @Coreweave

.Michael Santoli came back from Omaha bearing gifts…

Full [16-minute] $HON discussion here:

cnbc.com/video/2024/05/…

'We do agree that growth may not be robust but we had a better Q1 than people were expecting and we're glad to see other Fed commentary about sticking with the guidance they've put out,' U.S. Chamber of Commerce President and CEO Suzanne Clark says on the Fed's path going forward.

.@cnbc article on Axon
expansion into counter drone tech here: cnbc.com/amp/2024/05/06…

Riley de León CNBCDisruptors
Rick Smith $AXON

.Boeing Space Starliner launch scrubbed tonight. ULA making the call due to an oxygen relief valve on the Atlas 5’s upper stage

Full intv with NASA’s Administrator Bill Nelson on #ManifestSpace $BA

Chicken offsetting beef…and inflation causing consumers to continue be more cost-conscious

Love having Zervos on post-Powell every FOMC decision day

A great day to have Cantor Fitzgerald and $BGC ceo and chair Howard Lutnick on to talk Fed, markets, real estate and more

Here is my interview with SES CEO Adel Al-Saleh as the company strikes a deal to buy rival communications satellite operator Intelsat for $3.1 billion, amid increased competition from Starlink and others #ManifestSpace CNBCOvertime @CNBC
cnbc.com/2023/04/13/man…

Here is my full intv with Norfolk Southern CEO Alan Shaw:

cnb.cx/44sKq5R

@cnbc $NSC

'It's very unusual to raise guidance this early in the year, but I have confidence in the performance' L3Harris CEO Chris Kubasik

$LHX Morgan Brennan #defense #earnings

Yesterday was Take Your Child To Work day. So just one of these fabulous future leaders is mine (her brothers need to get a little older before they can attend this work-family function)

Cannoli cake and kids.
Birthday wishes do come true 💜🎂🥳

“This is a major milestone,” says Anduril Industries founder Palmer Luckey on his company’s contract with the U.S. Air Force. “To be building and developing an autonomous fighter jet for the first time at scale, this is really an incredible program.”

Adventures from the weekend:

I had the pleasure of attending the The Explorers Club annual dinner where bugs graced the cocktail hour menu. I do not recommend scorpion (bitter after taste) 😵‍💫🦂

My full intv with billionaire investor and entrepreneur Wes Edens on Brightline West groundbreaking, markets and the economu, and yes, even Milwaukee Bucks and Aston Villa CNBCOvertime $NFE
cnb.cx/49OgRws