Industry Overview - Horror movies are a bright spot for the film industry due to their communal viewing experience [1] - Horror films generally have modest budgets compared to blockbusters like "Jurassic World" and "Superman" [1] - The horror genre benefits from a built-in fan base that is willing to overlook lower quality for a horror experience [1] Financial Performance - "Final Destination Bloodlines," the sixth movie in the series, made over $200 million, demonstrating the genre's potential for success even in sequels [1] Market Trends - The success of "Final Destination Bloodlines" indicates that audiences are still willing to go to theaters for horror movies, dispelling doomsday narratives [1]

Market Trend - Korean fried chicken related stocks surged due to Nvidia CEO Jensen Huang's dinner choice [1][2] - Kyochan FNB shares jumped as much as 20% [1] - Poultry processor Cherry Bro soared by the daily limit of 30% [1] - Nuromeka, a Kodak listed company that makes chicken frying robots, also jumped [2] Industry Dynamics - Huang is in South Korea for the APEC CEO Summit, deepening Nvidia's AI ties [2] - The market is influenced by memes, turning Huang's dinner into a stock rally [2]

About an hour's drive from Philadelphia, an abandoned state medical institution is giving locals a fright, but not for the reason you might think. Real estate developer Derek Shrine believes artificial intelligence is here to stay. For Shrine, that means trading in ghosts for gigabytes.But some serious work is in order. First, the grounds are currently home to an operational haunted house attraction. Penhurst Asylum, as it's known, has become a local fixture that draws thousands of visitors every year.Shrin ...

Mr. . Jensen, do you talk about selling chips to China. >> No, we were just mostly talking about enjoying each other's enjoying each other's company.>> Thank you. >> Will you be um selling techniques to China. >> Uh I don't know.I hope so someday. >> Okay. >> I hope so someday.I think it's really good for America and it's really good for China that Nvidia could uh participate in the Chinese market, >> but no decisions have been made and uh uh you know, we'll see how it turns out. I hope it turns out well. T ...

Air Traffic Control & Staffing - FAA faces a shortage of thousands of air traffic controllers, potentially leading to delays but not compromising safety [4] - The FAA reauthorization bill addressed the air traffic control shortage by changing hiring practices [6] - All 2,000 seats at the academy are filled, indicating efforts to address the staffing shortage [6] - Air traffic controllers are showing up to work despite potential pay issues due to the shutdown [3] Impact of Government Shutdown - The government shutdown could lead to a holiday travel season disaster [7] - Individuals may miss nutrition programs and flights due to the shutdown [8] - A continuing resolution extending to December 2026 is being considered to keep the government open [9] - Reopening the government and passing a clean CR are proposed solutions [7][8] Safety & Operations - It is safe to fly, and safety will not be compromised [10][11] - Delays are expected due to staffing and weather issues [4][11] - Ground stops at airports, like JFK, are occurring due to staffing and weather [1]

LIPSCHULTZ, CO-C. E. O.COMING UP NE ♪ DANI: BLUE OWL REPORTED RESULTS THIS WEEK AFTER JOINING FORCES WITH META ON A. I. DATA CENTERS.THE FIRM REPORTED A 21 FATHERS YEAR OVER --% YEAR OVER YEAR JUMP ON A. U. M.JOINING US IS THE CO-C. E. O.WONDERFUL TO HAVE YOU ON THIS MORNING. LOOK, I KNOW WHENEVER ANYONE ASKS ABOUT THE EQUITY PRICE, YOU VERY ASTUTELY ARE LIKE, WE DON'T CONCENTRATE ON THE SHORT-TERM BUT THERE WAS A DECLINE AFTER EARNINGS SO WE HAVE TO ADDRESS IT. WHY THE DISCONNECT BETWEEN THE TWO.YEAH. LOOK ...

10 YEAR YIELDS JUST FLAT HERE, AROUND 4.1%. TURNING TO THE FED, KANSAS CITY PRESIDENT GIVING HIS REASON FOR THE REASON WHY HE DESCENTED. MICHAEL MCKEE IS WITH US NOW.MICHAEL: THE FED'S BLACKOUT PERIOD ENDING LAST NIGHT AND SCHMIDT DISAGREES WITH THE FED LUGS AT THE BALANCE OF RISK. HE SAID I DO NOT THINK THE POLICY RATE WILL NOT MUCH STRESS NECESSARY LABOR MARKET THAT ARISES FROM STRUCTURAL CHANGES. HOWEVER, A CUT COULD HAVE LONGER LASTING INFLATION IF THE FED'S COMMITMENT TO ITS 2.% OBJECTIVE COMES INTO QU ...

Uh Korea is going to be um uh growing tremendously in semiconductors in the coming years and the reason for that as you know uh Samsung and SK helped me invent the AI supercomputer. Without the HBM memory there is no AI supercomputer and over the next decade uh memory technology and semiconductor growth here in Korea will be very significant with with with respect to China. Uh, China is now 0% of our business.We used to have 95% share of the AI business in China. Now we're at 0% share. And I'm disappointed ...

iPhone Demand & Growth - iPhone demand is expected to outpace the Street's expectations by approximately 3%, with expectations of 10% growth compared to the Street's 7% for the next three quarters [2] - A significant iPhone upgrade cycle, reminiscent of the 39% growth year, is anticipated to drive better iPhone numbers [3] - The resurgence in iPhone sales in the last two quarters, coupled with positive guidance for December, highlights customer commitment to the Apple platform [17] Apple Intelligence & AI Strategy - Anticipation for Apple Intelligence and the next Siri iteration is expected to expand the company's multiple [4][5] - Apple is open to leveraging multiple large language models, including Gemini, for its AI efforts [7][8] - Modest increase in capital expenditure and expenses related to AI, expected to be a few billion dollars, is anticipated [10] Regulatory Landscape - Regulatory concerns surrounding Apple have been diminishing [12] - Potential acquisition of companies like Perplexity by big tech faces regulatory challenges [13][14] Investment Outlook - Apple is expected to be the best-performing MAG 7 stock until the end of the year [1] - Investors are likely to grant Apple time to refine its AI offerings, particularly Siri [15][16][18]

What is it that was so good, given the fact that this really is a hardware story, not necessarily a technology story, which is what's going on with the rest of the tech world. Sure. I mean, look, if you look services that continues to be Rock of Gibraltar for them and that, you know, mid-teen growth.I think that some from a multiple perspective that investors are really focused on. But the reality is we've talked about so many times in the show over the years, like other cycles have been disappointing from ...