Well, that's the end of regulation. American Integrity Insurance Group bringing the closing belt

the New York Stock Exchange. Doc Go doing the honors at the NASDAQ. Stock's closing mixed on the session,

with the Dow eking out gains. Now for the week, the Dow NASDAQ posting modest gains. While the

S&P, it looks like, finishing mostly flat. We'll see where it settles out here. Health care and

materials were the lagerids for the week.

Financials and tech led after a flight to safety last week, gold snapping a two-week winning streak,

posting its worst week in nearly a month, silver taking a breather two. But Coinbase and Circle,

continuing their torrid rally as this so-called stable coin summer unfolds. Coinbase set to close higher by 26% this

week, circle of 81% this week. With today's move, Circle's market cap is now about even with,

get this, FedEx. Kroger, the top performer in the S&P today, thanks to strong earnings. The

grocer hiking same store sales guidance. Accenture, though,

that was the worst S&P performer. The tech consultancy lowered despite a beat and raise thanks to a 6%

drop in new bookings. And that is the scorecard on Wall Street, but winter stay late. Welcome

to closing about overtime. I'm John Ford alongside Morgan Brennan. Ahead, San Francisco Fed President

Mary Daley will get her take on this week's decision to hold

rate steady and how tariffs could impact inflation and much more.

Plus, META's chief technology officer on the AI talent wars where the tech is headed and

the company's push, plus his own, into defense as a partner with a military.

And a CNBC investigation.

Are states giving away too much to lure data centers?

But we begin with the Federal Reserve and their possible next move.

So let's send it over to Steve Leesman, who's joined now by San Francisco Fed President

...