>> ALL RIGHT. WELCOME BACK. LET'S TALK ABOUT THE SO-CALLED SELL US TRADE.MAYBE YOU SAY IT'S GETTING LOUDER IN CERTAIN AREAS. JUST AS A REMINDER, AS I MENTIONED GOING TO BREAK LAST YEAR THE OUTSIDE THE US TRADE TROUNCED THE INSIDE THE US TRADE BY THE WIDEST MARGIN IN A LONG PERIOD OF TIME. GIVE YOU AN IDEA.THE ISRAEL ETF UP 43%, S&P WAS UP 16.5%, BRAZIL 41, EMERGING MARKETS 31, JAPAN 26 AND THE FTSE IN LONDON UP 21. SO THAT GIVES YOU AT LEAST AN IDEA. THEN WE HEARD A WEEK AGO OR SO THAT BLACKROCK'S RICK RIED ...

AI coding tools are making it possible for anyone to build software, so what happens to the designers? Figma CEO Dylan Field joins for an exclusive pre-earnings interview and a major product announcement that speaks directly to how the company plans to survive the AI era. As agentic coding tools let people skip the design process entirely, Figma is making a bold bet — one that leans into the disruption rather than fighting it. Dylan argues that in a world where everyone can build, thoughtful design is what ...

FedEx CEO Raj Subramaniam discusses the company’s new growth outlook and opportunities within AI. ...

New York State Assemblymember Alex Bores (D) has garnered national attention for his plan to regulate AI, both in New York and across the nation. He explains his view that regulation could support American competitiveness, rather than hinder it. Restaurant Brands chairman Patrick Doyle has a unique view of consumers through the Burger King, Popeyes, and Tim Hortons brands. After years of implementing an effective tech strategy at Dominos, Doyle discusses his plans for fast food innovation. Plus, Emily Wilki ...

>> POLITICAL BATTLE LINES NOW BEING DRAWN IN THE AI INDUSTRY. ANTHROPIC ANNOUNCING TODAY IT'S DONATING $200 MILLION TO A SUPERPAC THAT SUPPORTS PUTTING MORE GUARDRAILS AROUND THE TECHNOLOGY. DEIRDRE BOSA HAS MORE IN TODAY'S TECH CHECK.SO THEY'RE NOT JUST SPENDING ON DATA CENTERS, DEIRDRE. >> NOT JUST DATA CENTE CENTERS. BUT WHAT WE'RE TALKING ABOUT RIGHT NOW IS AI'S INTERNAL SAFETY, CIVIL WAR THAT'S GOING PUBLIC.YOU'VE GOT ANTHROPIC ON ONE SIDE ARGUING FOR GUARDRAILS ON EVERYTHING FROM SAFETY TO CHIP EXPORT ...

This has been about an 18-month or so journey for McDonald's, but that US comp number that you guys were just talking about up 6.8%. The company is lapping the E. coli incident from last fall, but it saw traffic rise, which is really key for momentum in this environment.You heard CEO Chris Kay saying they gained share with low-income diners. Uh upper income diners also coming in, and he basically said, "We're exactly where we hoped we would be at this point in the year." Now, Wall Street largely uh reacting ...

Welcome back. Big tech companies unveiling plans in recent days to fund the AI buildout. Alphabet's launching tech's first 100year bond since 1997.While Oracle says it's planning to raise up to $50 billion in debt and equity this year. Joining us now to discuss all this is Goldman Sachs head of investment grade credit Johnny Fine. Welcome.Perfect time to have you here. So, h how's the market absorbing all of these financing needs. >> Well, the short answer is incredibly well.uh the Oracle financing priced l ...

The Trump administration will formally rescind the 2009 Environmental Protection Agency endangerment finding -- the central scientific finding that underpins much of the nation's climate pollution rules. President Trump will make the official announcement in the Roosevelt Room at the White House. He will be joined by EPA Administrator Lee Zeldin for the announcement. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/Subscrib ...

Back time now for a look at the 15 most active family offices over the last year. Robert Frank is here at Post 9 and he has the list. They're very active. Very active.Dave, this is a fantastic list. We spent about a year putting it together because this is very hard data to get and it's called the family office 15 and the family office of Eric Schmidt topped that first ever inside wealth family office 15 list. Now the list was developed with exclusive data from FINRX.They're the private wealth intelligence ...

Let's talk about Fed policy and more. Joining us now, Roger Ferguson, former vice chair and CNBC contributor. Roger, it is one of the uh uh features of this bond market today.The Fed has been cutting rates and the tenure really hasn't moved very much. What do you make of that. >> Look, I think a couple of things are going on.Um, as as Rick just said, where the action is for the Fed or the expectations from the market and the Fed is at the 2-year end. I think the tenure hasn't moved very much frankly and fur ...