Markets Live executive editor Mark Cudmore. We've got a bit of a bouncing crypto going on this morning. That's after a bit of a sell off earlier on in the week.Are you more convinced by the bounce than you were by the sell off or vice versa. I mean, does this tell us anything about the overall picture of a risk assets. I'm not convinced that that crypto's back into to a bull market.Our colleague Connor Cooper on my team put out an extremely bullish macro view yesterday, saying go back at fresh record highs ...

What more do we know about the talks and whether or not there was any material progress. That's right. The Kremlin did pass these nearly 5 hours worth of negotiations as largely constructive, though they were clear that no final agreement had been reached, especially on the issue of territorial concessions.Now, that's hardly surprising because throughout the negotiating process, the Kremlin has stuck to maximalist demands that Ukraine is not willing to accept. Among those, obviously, is the issue of territo ...

[CC may contain inaccuracies] It's been about one week since the tragedy and authorities are continuing their investigations into really what caused a fire and a sense of ignored warnings are starting to stoke more public anger. Let's bring in Matt Miller, our China correspondent. And we are getting more information about these warnings, all these warnings that seem to have been missed.What do we know specifically. Yes, and this is based on our Bloomberg's team, our team's reporting after extensive intervie ...

Legal Concerns Regarding Military Strikes - The report raises serious legal questions about potential war crimes related to a second strike on survivors, even under the assumption of an armed conflict with drug cartels [1][2][3] - The legality of the strikes is questioned under the law of naval warfare and armed conflict, as survivors clinging to remnants of a boat are not considered an imminent threat and should receive protection [2][3] - The report highlights that such actions could violate customary international law incorporated into U S domestic law, potentially constituting murder [3] - The legality of potential land strikes is questioned, with concerns raised about whether they comply with the law of armed conflict regarding survivors who pose no threat [4][5] Evidence and Due Process - The report notes the lack of evidence supporting claims that the targeted boats were smuggling drugs related to the fentanyl crisis aimed at the U S [6][7][8] - The report emphasizes the importance of due process before engaging in deadly action, suggesting that interdiction and boarding of vessels should be prioritized over immediate deadly force [9][10] Congressional Oversight and Executive Power - The report underscores Congress's constitutional duty to oversee military actions and potentially declare war if the conflict becomes long-term and involved [5][11] - The report questions the consistency of the U S policy, citing the pardon of a former Honduran president convicted of drug trafficking while simultaneously striking boats allegedly involved in drug smuggling [11][12][13] Supreme Court and Tariff Regime - The report anticipates a Supreme Court ruling on President Trump's tariff regime, expecting a decision before the end of the year [15][16][17] - The report suggests the Supreme Court may apply the doctrine requiring an express delegation from Congress for executive actions with broad economic consequences, potentially leading to the tariffs being overturned [18][19]

Philanthropic Initiative - Dells are donating $25 million to give $250 each to 100,000 American children for savings and investment [1][4] - The initiative targets children aged 2-10 living in zip codes with a median income of $150,000 or less, who are not included in the government program [3][4] - The aim is to inspire hope, opportunity, and prosperity among the recipients [4] Investment and Savings Program - The government is providing $1,000 to every newborn in an account linked to the S&P 500 for long-term growth [2] - The funds can be used for education, starting a business, family expenses, continued savings, or buying a home when the child turns 18 [3] Corporate and Philanthropic Collaboration - The initiative aligns with the Invest America Act, encouraging contributions from companies, families, communities, and philanthropists [2] - Dell Technologies and other companies are expected to match the government's contribution [5] - Other philanthropists are expected to make significant gifts to support the program [5]

Market Performance & Trends - S&P 500 上涨约 0.25% (约 17 点), Dow Jones Industrial Average 上涨约 0.4% (180 多点), Nasdaq Composite 上涨约 0.6%, Nasdaq 100 上涨约 0.8% [6][7] - 费城半导体指数上涨近 2%，但罗素 2000 指数和标准普尔 400 中盘股指数均下跌 [7] - 信息技术板块领涨，上涨约 0.8%，但能源、材料、公用事业和医疗保健板块领跌 [9] - 市场关注美联储下周的动向，特别是对 2026 年利率政策的预期 [2][3] - 投资者对 Sweetgreen 和 Cava 等沙拉碗概念股的兴趣减退，这些股票年初至今均下跌 [27] Company Specific Performance - 波音公司是标准普尔 500 指数中涨幅最大的公司，上涨 10%，预计明年将恢复现金流，目标是达到前管理层设定的 100 亿美元现金生成目标 [10][11] - 英特尔是标准普尔 500 指数中涨幅第二大的公司，纳斯达克 100 指数中涨幅最大的公司，上涨 8.6%，今年迄今已上涨超过 100%，原因是市场传言可能与苹果公司达成外包 M 系列芯片生产的协议 [12][13] - Shopify 的商家在黑色星期五和网络星期一期间实现了创纪录的 146 亿美元销售额，比去年增长 27% [14] - Block (前身为 Square) 是标准普尔 500 指数中表现最差的公司，下跌 6.6%，原因是第四季度 Square 部门的支付总额低于前三个月 [15][16] - American Bitcoin 下跌 39%，此前该公司受限股份被允许交易 [17][18] - Signet Jewelers 下跌 6.8%，原因是第四季度同店销售额预测低于市场普遍预期，该公司对消费者持谨慎态度 [18] Earnings & Outlook - GitLab 第三季度调整后每股收益为 0.25 美元，高于预期 0.05 美元；第三季度营收为 2.444 亿美元，高于预期的 2.395 亿美元；预计第四季度营收为 2.51 亿美元至 2.52 亿美元，与市场预期的 2.519 亿美元基本一致；预计全年营收为 9.46 亿美元至 9.47 亿美元，高于此前预期的 9.36 亿美元至 9.42 亿美元 [22] - Marvell 预计将收购 Celestial Air，但交易条款尚未披露，股价在盘后交易中下跌约 2% [23][24]

Incident Overview - An initial strike occurred, followed by a second strike that the speaker was unaware of [1] - A vote was taken regarding the strikes [1] - The speaker expresses a desire to have the votes removed and suggests a potential retaliatory attack [2] Military Action & Authority - The Department of War is involved, handling sensitive site exploitation digitally [3] - A commander made a decision with complete authority [3] - The decision was made to sink a boat and eliminate a threat [3] - The speaker supports the commander's decision, stating it was the right call [3][4] - The speaker asserts that the American people are safer as a result of the action [4]

The last time you joined us, you went viral in the video that we posted as you signed onto a War Powers Act and took a pretty sharp edge against the administration on this. Now that we have seen so much occur since then over the past weeks and months, we've taken out more than 20 alleged drug boats. There's an argument now about the legality of these maneuvers.As chairman of Homeland Security, do you believe that we're on the march to war and are you trying to stop it. I'm very fearful that these boat strik ...

We spoke a short time ago with Republican Senator Rand Paul of Kentucky, who chairs the Senate Homeland Security Committee and also serves on the Foreign Relations Committee, trying to pursue some of these questions we discussed with Wendy, asked him about the legality of the Pentagon's actions in Venezuela and whether he thinks they amount to a prelude to war. I'm very fearful that these boat strikes and the positioning of our ships and our troops right off the coast of Venezuela is a prelude to war. I thi ...

SHARES ARE MOVING LOWER BY ABOUT 2% IN THE AFTER-HOURS TRADE. TIM: SHOULD WE TALK ABOUT LUNCH. CAROL: APPARENTLY EVERYONE IS OVER THOSE BULLS WHERE YOU THROUGH SOME RICE AND OTHER STUFF AND EVERYTHING ON TOP OF IT, APPARENTLY PEOPLE ARE OVER IT.THEY WANT SOMETHING YOU CAN HOLD IN YOUR HAND LIKE A SANDWICH. TIM: THE BURRITO BOWL HAS MOVED ON. THERE IS A RED NEON SIGN AT CHIPOTLE WITH A RED/THROUGH THE BOWL.ROMAINE: THE PROBLEM WITH THE BULLS IS THEY WERE SO PROLIFIC. EVERYONE DOES THIS. IT WAS UNIQUE AT ONE ...