some of the White House team were in glossy photo shoots for Vanity Fair. What did you >> know that that that funny you mentioned that because I was just having a conversation uh last night with my my lovely wife and do this. Here's an assignment for your viewers here.Go to that Vanity Fair article and look at everybody they took a picture of. And every one of those persons and pictures looks demonic. demonic in that in those pictures. They frame those pictures in a way to to have you hate those people.And ...

First of all, I've got to ask, because we have seen all year long stocks rising in tandem with precious metals. This normally doesn't happen. Explain to us why that phenomenon is happening this year if you can.That's the harder question. Why it's a key thing is that gold is basically grabbing Alpha in a significant way. So it's up almost 70% on the year.S&P 500 is maybe 20%. So it's way over outperforming. I think part of it, the main thing is, was the May trigger was 2022, Russia's invasion of Ukraine and ...

Ted, what adoption do you want to see in 2026 to help bring together this mismatch. >> Well, it's a great question and thanks Caroline for having me and happy holidays. Um, listen, this cycle is probably the most robust I've seen in 30 year 30 plus years of doing this.So, the the overall GEI infrastructure is not going to change. Um, the the spend is still robust. Uh but in reality uh you have the socks up 42%. You have the NDX up 21%. And you have the IGV index which is the software kind of uh uh index for ...

With trillions of dollars of stock market value at stake, Wall Street analysts are asking a lot of questions about how artificial intelligence is being financed and developed. They're not yet all that concerned about how most companies are actually using that technology. In 2025, almost every tech company in the S&P 500 was asked about AI on earnings calls.But in other sectors like energy and healthcare, questions about AI are few and far between. That's because in many cases, analysts are prioritizing more ...

I'm thrilled to be joined by the leaders of nine of the world's largest pharmaceutical manufacturers. All very big names, celebrities in their own right, very very powerful people, and they head some of the most uh admired companies anywhere in the world. It's a great group to announce that they've agreed to offer many of their flagship drugs, really all of their flagship drugs at heavily discounted, most favored nations prices.In other words, whatever the drug sells for over the world in the world, whateve ...

This is the gold card that as you know the secretary of commerce and myself and some others have been working on for quite a while. And uh Howard, how much have we sold in a few days. >> 1 billion300 million worth in a matter of a couple of days.That's a essentially it's the green card on steroids and it's a pathway and it's been an amazing. ...

I do think Bitcoin represents digital gold. We need to remember gold has been with us for 5,000 years powering a lot of the global commerce. Bitcoin is with us uh only about uh 15 16 years powering the digital economy of a new generation of Gen Y and even more than that Gen Zeders and Gen Alpha who are more cryptonative and I think people are looking at Bitcoin as their digital gold but that's younger generations who are going to amass over hundred trillion dollars in the next 20 years but right now the vas ...

To say that we reject anything is completely incorrect and has no basis. The question is entirely open. The ball is entirely in the court of our western opponents so to speak.First and foremost, the leaders of the Kev regime and in this case their European sponsors. We are ready for both negotiations and a peaceful resolution to the conflict. German fist. ...

Head down the chocolate aisle this year and you might end up paying a small fortune. Bad news for those of us who like to overindulge over the holidays. In the UK alone, prices for the sweet treat jump in the year through October.But will your chocolate for Easter or Christmas next year get any cheaper. The short answer could be yes. Over the past 2 years, chocolate makers have been battling record high cocoa prices.Since 2024's peak, commodity prices have more than half. Expectations of a slim surplus this ...

Deal Structure & Regulatory Landscape - Oracle is the most likely candidate to lead the joint venture [1] - The deal's palatability to both the US and Chinese governments remains uncertain, pending Chinese regulatory approval [2] - The joint venture has the US government's blessing, suggesting a pre-approved proposal [3] Competitive Dynamics - Instagram Reels' run rate has surpassed $50 billion, indicating significant growth and competition with TikTok [5] - YouTube Shorts' engagement share is nearing that of TikTok [6] - TikTok's US revenue is estimated to be between $12 billion and $15 billion [6] - Instagram/Meta's revenue ramp-up is attributed to a better ad stack and personalization, enhanced by generative AI [8] Challenges & Future Prospects - TikTok faces challenges in algorithm and ad personalization, hindering revenue growth [8][9] - Rewriting the algorithm and attracting talent are crucial for the joint venture's success [10][11] - A public offering for the new joint venture is considered premature due to ongoing algorithm changes [9][10] - Silver Lake's involvement is viewed positively, suggesting a potentially good deal [4]