Joining us here at Post 9 this morning, Hogan Levelvel's global head of M&A, Bill Curtain is with it. Bill, good to see you, Bill. Welcome.>> Great to see you, Carl. Good to see you. >> We talked about media here, but you think ANI will be the locust of activity.>> Yeah, I think we're going to start have a year where we rename M&A to be M&A. I think that's what's in front of us. By the way, I think Jerry put it exactly correctly.When you look at clearing away the obuscation in the marketplace, that's where ...

So breaking news on Alphabet. Dear Jerbosa has that story for us. Hi de.>> Hey good morning Mike. So Alphabet is acquiring Intersect for $4.75% billion in cash and debt and this is a move aimed at locking down power and data center capacity of course as demand for AI surges. Um shares are up about half a percent on that new session highs.Now Alphabet already owned a minority stake in the company. The deal brings Google control over multiple gigawatts of energy and data center projects already tied to its in ...

Joining us now is Charles Schwab's chief investment strategist, Lzanne Saunders. Uh Lzanne, great to see you. We're finishing up a third straight, you know, very rewarding year for uh US equity investors.What's your kind of headline message to them in terms of what ought to be expected in 2026 and what are the key themes they should focus on. >> Well, well, not that history ever serves as a as a perfect guide. I love Warren Buffett's quote about if uh if it market, you know, predicting market returns was ju ...

Let's bring in Lar Larer Hippo partner Eric Hippo to discuss what he expects for the year ahead. Eric, um clearly there's plenty of companies ready, but do you really believe this is going to be a year of unlock in the public markets given how easy it's been for these companies to raise capital privately and put their own values on things. >> Well, we we uh good morning.Uh we we always hope that it's going to be the next year, but this year there are some really good signs. The IPO market as you mentioned u ...

Retail App Downloads & Trends - App downloads data is meaningful for assessing retailer convenience and shopper behavior [1] - Last-minute shoppers are increasingly using apps for in-store pickup, highlighting the importance of convenience [2][3] - Target has seen a resurgence in app downloads, reaching the number three spot, indicating improved customer consideration [3] Target Analysis - Roth Capital Partners maintains a neutral rating on Target, viewing any positive holiday performance as tactical [4] - Toys were up about 10% in 3Q [4] - Concerns remain about Target's long-term structural issues, including underinvestment and pricing [5][6] - Increased spending needs in calendar year 2026 pose an earnings risk for Target [6] Costco Analysis - Costco's app download numbers are not as strong [7] - Several metrics are trending negatively for Costco, including renewal rates, new member additions, and traffic [8] - Costco excels in offering value, but consumers are increasingly prioritizing convenience, where Costco is weaker [9][10][11] - Increased assortment overlap between Walmart.com and Costco is emerging [13]

Market Outlook - Wells Fargo Investment Institute expects modest growth with moderate to moderating inflation, a good setup for risk assets in 2026 [3] - The Institute has a year-end 2026 target of 7500 for the S&P 500, considering it a doable number given the expected economic environment [7] - The Institute anticipates the rest of the world, including the US, will perform better next year relative to this year [13] Investment Strategy - The Institute took advantage of the pullback in early April and would like to see another one [4] - The Institute previously overweight infoch and communication services but went neutral on communication services and technology [4][5] - The Institute favors financials as its most favored sector, anticipating financing, M&A, deregulation, and a better economy [6] - The Institute likes industrials and utilities, viewing them as beneficiaries of the AI trade due to the need for data center construction and electrical grid upgrades [5][6] - The Institute is neutral on developed international and emerging markets, viewing emerging markets as a potentially cheaper way to play technology and AI [8][9] - The Institute prefers sticking with larger cap midcaps and US over international, but is looking for opportunities to increase international exposure [9][10]

It's time for Jim and stop trading. Uh >> we see Molson cores down 2.76% today. I think this is going to be the year where people just say uh these are the worst stocks, the alcohol stocks.Round performance down very very badly. Uh can they bounce back. I don't know.Uh this is when you get GB-1 and it's going to be in pill form from Eli Liy. There actually may be another leg down for alcohol. Uh the country is a changed country and I think people should recognize particularly uh older people are aging out.T ...

is the ultimate insurance play. [music] >> One of the best maybe the best performing asset of 2025. Let's get the opening bell on the CNBC realtime exchange of the big board.It's direction celebrating the launch of its Titans leveraged and inverse ETFs at the NASDAQ burner technologies a personal defense technology company. Jim some um some work [cheering] CFRA Sam Stovall looking at Santa Claus rallies. Usually when you get one at the end of a year, the whole following year has better performance.>> Look, ...

Let's get Kramer's mad dash as we count down to the bell. You >> think about the PE multiple of how it has shrunk because people kind of don't believe and there's been a lot of dispersions cast. If you want to buy gold, uh there's two ways to buy gold. You can buy gold through Costco.I do that as constantly as I can. And you can own a Nico eagle mines. I'm not allowed to own individual stocks, but people have to understand there's a Nikico Eagle and then there's just everybody else.They drill and have mines ...

join us now. Looks like he swallowed a caneric count counselor to to uh the Treasury Secretary Joe Leavia. You might actually know things instead of just being conjecturing what you heard this discussion.>> Yeah, I mean there are four great candidates. I mean the street is very familiar with all four and they would all be very good and I think Steve is exactly correct. The secretary is done a very thorough process and is going to give the president that list. He's given the president the list and it's the p ...