Investment Thesis - The committee recently bought Twilio, revisiting a name actively discussed from 2018 to 2021 [1] - Twilio experienced significant revenue growth (50-70%) previously, followed by a decline, necessitating diversification beyond messaging into voice and email [2] - The company's diversification into multi-channel communication is currently unfolding [2] Market Analysis - A breakout point exists at $151, with potential for the stock to move towards $200 by 2026 if this level is surpassed [3] - A one-year chart shows $151 as a significant potential breakout point [3] Financial Performance & Valuation - The company demonstrates profitability and free cash flow generation [4] - The forward PE ratio of approximately 26-27 represents a reasonable valuation [4]

We're up to final trades here. What do you got. >> Um, Netflix.It's weird as a shareholder. I'm reading these stories about them for some reason wanting to bid for Warner Brothers and I'm sort of not sure if I want them to win or not. >> Yeah.Uh, the market's not sure either, I don't think. Right. I mean, that's why it's 19% off its high.Yeah. >> I'll do Oracle, Mike. I mean, I'm not saying that the ultimate bottom is in, but I do think it rallies into earnings next week.>> All right, Shannon. >> Financials ...

The US government announcing its newest plan to take an equity stake in a private company. Our Christina parts Nevalos is at the NASDAQ with some details. Morning KP. >> Good morning, Carl.Well, the Trump administration, like you said, is making its first bet under the Chips Act, a $150 million investment in Exite, a startup where former Intel CEO Pat Galsinger now serves as executive chairman. Uh, I was able to speak with Pat Galsinger about 20 minutes ago, and he told me this deal moves much faster. He ex ...

Apartment Rental Market Trends - National median monthly rent for apartments fell 1% in November from October, standing at $1,367 [1] - Apartment rents are down 1.1% from November of last year and have fallen 5.2% from their 2022 peak [2] - Vacancies hit a record high of 7.2% in October, unchanged in November [2] Supply and Demand Dynamics - Continued new apartment supply and weaker demand are pushing vacancies up and rents down [1] - Multifamily permits were down about 11% year-over-year in August, indicating a potential future construction decrease [4] - Strong monthly rental renewals are observed, driven by renters' difficulty in affording homes in the for-sale market [4] Impact on REIT Stocks - Apartment REIT stocks, such as Avalon Bay, Equity Residential, and Camden Property Trusts, are down year-to-date [4] Economic Implications - There is a significant lag time for rent figures to impact CPI numbers, a critical measure for the Federal Reserve in determining interest rates [5]

PLUS. >> WELCOME BACK. A NEW LAWSUIT FROM COSTCO CHALLENGING THE LEGALITY OF THE TRUMP ADMINISTRATION'S TARIFFS.EAMON JAVERS OUTSIDE THE WHITE HOUSE WITH THE STORY. EAMON, THIS ONE IS VERY INTERESTING TO ME. >> YEAH THAT'S RIGHT COURTNEY.IN THE 17 PAGE LAWSUIT THAT WAS FILED FRIDAY AGAINST U.S. CUSTOMS AND BORDER PROTECTION, COSTCO SAID IT HAS TO ACT NOW BECAUSE IT'S FACING THIS DECEMBER 15TH DEADLINE FOR A FINAL TALLY OF ITS TARIFFS THIS YEAR. AND IT SAYS THAT CUSTOMS HAS ALREADY DENIED COSTCO'S REQUEST FO ...

M&A volumes up 47 so far this year according to Guggenheim. How could the AI boom impact the dealmaking landscape going forward. Joining us this morning is Guggenheim Securities global head of M&A Eric Rusky.Welcome Eric. Good to have you. Thanks for being with us. >> Thanks for having me back.>> Um it does sound like you think we're going to finish strong as far as the year goes. >> Yeah, absolutely. I mean it's important to remember we started the year in a pretty rocky place.You know, volumes were down a ...

Hey there, Carl. So AWS CEO Matt Garmin is on stage now unveiling major upgrades across the Amazon AI stack. Now let's start with what's increasingly become the deciding factor in both the cloud and AI wars.Those in-house chips AWS is rolling out its new tranium 3 chips. The headline here is performance and price. Roughly four times the compute, memory bandwidth, and energy efficiency of the prior generation.So customers can train much larger models faster and at a lower cost. Big users like Anthropic are a ...

Joining us this morning to talk more about Bitcoin's volatility is bullish CEO and former NYC President Tom Farley, who unfortunately not on set, but it's great to see you, Tom. Thanks for the help. >> Hey, Carl.Next time I'll be on set, I'm actually headed down to DC to lob lobby the market structure bill make it in. >> Well, you were here a couple weeks ago and we talked about uh some of the volatility that we saw in November. Are you heartened by this return to 90K at least.Uh yeah, I although I'm not su ...

Market News - CNBC provides the latest stock market news and analysis [1] - CNBC is a leader in business news worldwide [1] Media & Subscription - Access to live and exclusive video from CNBC requires a CNBC PRO subscription [1] - Subscribe to CNBC TV for stock market news and analysis [1] - Follow CNBC on various social media platforms including LinkedIn, Instagram, Facebook, Threads, X, and WhatsApp [1]

Nvidia's Market Position and Technology Transition - Nvidia's CFO suggests a shift from 90% CPU to 90% GPU in PC servers, indicating Nvidia's dominance in GPU technology [1] - New orders for Nvidia products are additive, meaning Blackwell doesn't replace previous iterations, highlighting sustained demand [1] Financial Performance and Capex Concerns - The CFO believes that concerns about excessive capex are unfounded, as companies are generating substantial revenue from Nvidia [1] - The report implies that companies are making significant profits from Nvidia's technology, despite claims to the contrary [2] Competition and Open AI - Open AI is identified as a key player in the industry [2] - The report suggests Open AI faces competition and scrutiny, advising a cautious approach [3][4] Strategic Considerations - Amazon Web Services (AWS) is highlighted as a significant entity [2]