Arthur Brooks, Harvard University professor, ‘Office Hours With Arthur Brooks’ podcast host and ‘The Happiness Files’ author, joins 'Squawk Box' to discuss the keys to happiness, mood of the nation, impact of AI on happiness, ...

get some insights on yesterday's Fed rate decision from Jeremy Seagull. He is chief economist at Wisdom Tree. He's also professor emeritus of finance at University of Pennsylvania's Wharton School of Bus business. And uh Jeremy, we were speaking earlier today with Roger Ferguson, the former vice chair at the Fed. His take was kind of interesting on this that first of all, he applauded that J. pal very firmly said that this is not a a glide path that the next rate cut may not be happening on this and he's a ...

Geopolitical & Economic Landscape - The discussion involves the potential restart of nuclear testing by the US, following Russia's successful testing of a nuclear-capable super torpedo, highlighting geopolitical tensions [1] - A temporary tariff truce or deal with China is mentioned alongside the discussion of nuclear weapons testing, creating a complex situation [3] - Showing strength is important in international relations, particularly with adversaries, and this can be done respectfully [7] - The US needs to demonstrate its strength and innovation to counter the perception of Western decline [9] AI & Industrial Rebuilding - A partnership is announced to fund the Innovators Rebuilding American Industry, focusing on re-industrializing the US through advanced manufacturing in various sectors like bio and aerospace [2][10][11] - Re-industrialization will require trillions of dollars of investment [11] - The discussion touches on the capital-intensive nature of rebuilding American industry, contrasting it with the asset-light model of Silicon Valley [13] - AI is driving significant changes, but there are concerns about a potential bubble and whether the economics justify the massive investments in data centers [16][17] - AI is already creating profitable applications and services, even with current LLMs, suggesting it's not entirely a bubble [19] Investment & Financial Concerns - There are concerns about over-investment in certain areas of AI, potentially echoing the telecom bubble [24] - OpenAI is speculated to go public at a trillion-dollar valuation, indicating high retail demand for AI and defense investments [22] - Palantir is positioned as a key player in deploying AI and productivity solutions for major companies [26]

Department of Health and Human Services has announced a plan to speed up the approval of bioimilar generic drugs and a plan to try and help lower health care costs. Joining us right now with the details is FDA Commissioner Dr. . Marty McCary.And Dr. . McCary, thank you for being with us today. Let's talk through what you guys are talk what what you are doing at this point.Um, how's it going to help. >> Well, good morning Becky and Andrew. So uh the fastest area of growth of healthcare spending in the United ...

Ariel Cohen, Navan co-founder and CEO, joins 'Squawk Box' to discuss the company's IPO offering, how the company business operates, impact of AI, and more. ...

Andrew Yang, Noble Mobile founder and CEO and former Democratic presidential candidate, joins 'Squawk Box' to discuss the NYC mayoral race, his thoughts on Zohran Mamdani and Andrew Cuomo, whether socialist policies can work in the city, impact of AI on jobs, and more. ...

Big Tech Earnings & AI - Microsoft's earnings were not massively disappointing, and the OpenAI news is positive for the company in the long term [2] - The market is waiting for Amazon's earnings report [3] - Alphabet's search business is strong, with growth in Gemini [3] - AI is a significant theme for all companies, influencing capex decisions [4] Market Inflection & Strategy - The market is in a phase of digestion, pausing to assess recent Fed announcements and earnings reports, while awaiting further earnings and ECB updates [4] Commodity Focus: Uranium & Gold - Uranium miners are a recommended theme due to exploding global power demand driven by AI, EV, and electrification [5][6] - The uranium market is undersupplied, with rising demand from data centers and new reactors, making it a durable commodity story [6] - Gold is currently in a consolidation phase, with clients happy to hold it, and potential for institutional investment [7][8]

Cleo Capital's Sarah Kunst weighs in on earnings from Microsoft, Meta and Alphabet, plus reports OpenAI is targeting an IPO that could value the company at $1 trillion. ...

J.P. Morgan chair of global research Joyce Chang discusses the biggest takeaways from the Fed's latest rate cut, Big Tech earnings, U.S.-China trade, and the health of the global economy. ...

All right, Comcast is out with quarterly results. Check it out. Earnings coming in at $112 a share.That was two cents above expectations. That comes on revenue of $31.2% billion, which is also ahead of expectations. Free cash flow $4.9% billion.You've got domestic wireless line net additions at $414,000. That was the best quarterly result on record. Comcast actually ended the quarter with 41 million Peacock paid subscribers.That was slightly below the street's 42.5% million forecast. Business services conne ...