have some news on this very issue of AI and big company invest uh investments. Anthropic is in the news now. Mackenzie Seagalos has that for us.What do we learn here. Hey Scott. So you've got the FT reporting that Anthropic is aiming to more than double its valuation to over $150 billion.Now, the AI startup seen as a top rival to OpenAI is reportedly in talks with investors in the Middle East, including Abu Dhabi's MGX fund about a funding round that could raise up to 5 billion. Now, Anthropic, which is bac ...

streaming on CNBC plus. >> All right. Some news in college sports.This one out of the white House around paying players in both revenue and non-revenue sports. The issue is complicated. So let's try to make sense of it and bring in Brandon Copeland.He played in the NFL for ten years. He's the founder of Copeland Media. He's a member of our Financial Wellness Advisory Board, also graduated from the Wharton School University of Business.So nose business money in sports. And Brandon, as our viewers probably kn ...

Market Sentiment & Analysis - Fundstrat认为当前市场是“最受厌恶的V型反弹”，尽管市场创新高，但投资者普遍持怀疑态度，机构客户对FOMC和关税截止日期等不确定性感到担忧 [1][2] - Wells Fargo认为很多人都在期待回调，市场可能出现盘整，短期走势不明朗，但基本面依然强劲，预计美联储未来几个月将采取鸽派立场 [4][5] - Newegg Wealth表示对市场保持中性乐观，不应逆势而为，当前趋势强劲向上，但不能忽视风险，市场并未过度超买，仍有现金在场外观望 [7][8] Speculative Trading & Risk - Goldman Sachs的全球投资研究团队报告显示，投机交易指标在过去几个月急剧上升，目前处于历史最高水平，预示着短期内股市存在上行风险，但也增加了长期下跌的风险 [10][11] - 过去35年，投机交易活动的急剧增加预示着未来三、六和十二个月的回报将高于平均水平，但24个月后的回报通常会下降 [11] - 高beta系数股票的表现已达到历史最高水平，看涨期权交易量激增，表明投资者只关注上涨空间，Finra保证金贷款余额在过去两个月增长了近20%，表明人们正在增加杠杆 [12][13] Potential Market Rotation - 如果美联储降息，经济增长好于预期，利率下降，那么逆向交易可能会变得更有吸引力，可能导致市场轮动，这是AI目前最大的担忧 [7] - 推动四月份低点以来反弹的主要是市场中质量最低的部分，例如投机性的、无盈利的科技股上涨了近100%，显示出投机狂热开始出现 [8][9]

Here for an exclusive sitdown with us is Valley National Bank CEO Ira Robbins. You guys just beat top and bottom line in earnings yesterday. Got about is it 63 billion or so in assets.Um it's great to see you. Welcome first of all. Wonderful to be here.I kind of want to talk to you about stable coins although maybe I'm just jumping way too far ahead of ourselves. We can go there if you like. I think it's what are your thoughts.You interesting, right. So you mentioned about the Sovus Pinnacle deal and I thin ...

Today, Bitcoin slides to $115,000 to cap the week. Tesla's earnings reveal the automaker's digital asset holdings rose substantially from the year before. And the CEO of 10X Research breaks down what's weighing on the Bitcoin price.Welcome to CNBC's Crypto World. I'm Tana McKiel. crypto prices in the red to end the week, while the S&P 500 rose this morning as it closes out a winning week following solid earnings results and the latest trade developments.As of noon Eastern, Bitcoin slipped to the $115,000 le ...

On deck is a big week for your money. We have tech earnings from Meta, Microsoft, Apple, and Amazon. That will be in focus on Wednesday.The Federal Reserve announces its interest rate move on Wednesday as well. And the president continues to push Fed Chair Powell for a rate cut. Friday is also the trade deadline as well as the jobs report.So, plenty coming up and plenty for investors to digest. Here to tackle all these topics, let's bring in our panel. Uh Jeff Kilberg is with us.He's the president and CEO o ...

Joining us now is Dan Doof. He is senior fintech analyst at Mazuo. I don't know.Listen, I get it. It's all the rage. My bet is Mastercard, Namx, and Visa.They have thousands of really smart people working on this problem. What do you think. I think the, you know, graveyards are full of people who are shorting Mastercard and Visa on all these thesis.True. And they've been proven wrong. And I'm telling you, they're going to be proven wrong again and again and again.So, I disagree with the disruption thesis on ...

Markets also digesting the president's latest comments pressing Chair Powell to cut rates once again. Rick Santelli is here with more in the Bond report. Hi Rick.You know it it's been a real interesting past few days here especially if you're watching the long end and the yield curve today. For example, if you look at twos on the week, they're up several basis points. You look at tens on the week, they're down several basis points.Now that's not a lot, but how that's occurring could be significant. Look at ...

Apple's AI lag has needed Laura Martin warning investors to be cautious heading into the print. Remember she downgraded shares to hold back in June. It was captivating everyone's attention.Laura joins us now and I mean it was a good call Laura but the now going into earnings I guess a similar question for you is has that bar now reset low enough that Apple can kind of you know remind people it still puts out a ton of cash. It still makes a lot of money. People still buy iPhones and you know is that good eno ...

imprint for certain. >> Four of the mag seven report next week Microsoft, meta, Amazon and Apple. And the stakes are high for Apple in particular, as investors look for signs of a clearer AI strategy.Steve Kovach has more in tech check, although I can't imagine they would use earnings Steve, to give us that insight. >> Not necessarily, but I am going to tell you something they will get could get some insight on. So Apple earnings there are on Thursday and could be the catalyst for that second worst performi ...