Despite all these massive metrics, our next guest says we're still in the early innings of the AI buildout. For more on just how critical today's earnings reports will be to that narrative and who's best positioned into those prints, let's bring in John Belton, growth portfolio manager over at Gabelli Funds. Tim Seymour and Barbara Duran are still with us as well.John, you kind of heard the conversation about, you know, the economy and Claudia and the lack of data. Does any of that factor into how you are v ...

CNBC's MacKenzie Sigalos reports on Microsoft's Azure and 365 outage ahead of the tech company's quarterly earnings report. ...

The Investment Committee debates a massive market day — with Nvidia becoming the first five-trillion-dollar company, Alphabet, Meta, and Microsoft reporting after hours, and a Fed decision dropping later today. ...

Interest Rate Impact - The Fed's interest rate decision's potential implications for investors are discussed [1] - The Fed's interest rate decision's potential implications for the U S economy are discussed [1] Expert Opinion - Claudia Sahm, chief economist at New Century Advisors, provides insights [1]

I know it seems hard to believe, but there's a lot more going on besides tech. So, we'll do that. Well, I was going to start with KLA and Service Now.All right. You know what. Let's start with Burke.Okay. There there's a lot going on outside of the mega caps. How about that.>> KA JT, they report their earnings today after the bell. >> They do. Um, we're going to hear obviously the restrictions with China wafer fat market.There's been an improvement in the rhetoric. I think that's going to lend itself positi ...

Market Outlook & Investment Strategy - Markets are near record highs and have been on an upward trajectory since post "liberation day" lows [1] - Seasonal factors suggest a potentially strong market run between now and Thanksgiving [2][5] - A substantial amount of money market cash, almost $4 trillion, remains on the sidelines, presenting both opportunity and risk [4] - Investors' unease and the "wall of worry" can sometimes drive markets higher [6] - Sticking with winning tech stocks is a viable strategy, but periodic profit-taking and volatility should be expected [8] Economic Indicators & Fed Policy - The market anticipates the Fed will likely hedge its bets due to incomplete economic data, potentially leading to another rate cut this year [9] - Recent CPI data was encouraging, rising as expected but less than anticipated [10] - Private data from companies like Blackstones, credit card companies (Visa), and Bookingcom provides valuable insights [11][12] Earnings Season & Company Performance - The current earnings season has been impressive, with strong margin stories [3] - Companies have been running more resilient, leaner, and meaner, potentially due to tariffs [3] - Earnings are coming in very strongly, with 87% beating on earnings and 83% on revenues, exceeding the 5 and 10-year averages [9]

Data Center Demand & Capacity - Current data center construction is insufficient, meeting less than 50% of the actual need [1] - The industry is not building enough data centers to meet the growing demand [1] AI Infrastructure Imperative - Countries need to prioritize building AI infrastructure, similar to roads and railways in the past [2] - Sovereign AI infrastructure is crucial for retaining companies within a country [2] Data Center Lifespan & Obsolescence - Data center chips have a limited lifespan of approximately 5 years [1] - Data center chips will change in 5 years [1] Geopolitical Strategy - The US government recognizes the importance of AI data centers and power infrastructure [2] - Every country requires AI data centers [2]

I'm here at Amazon's new data center campus in northern Indiana. One of the most ambitious infrastructure projects the company has ever attempted. Now, these buildings, including this one being constructed just behind me, are part of Project Rainer, a multi-billion dollar effort to expand the compute backbone for artificial intelligence.Now, inside these data centers, Amazon is installing hundreds of thousands of its own AI chips developed with Anthropic, the startup behind the Clawed Chatbot. Now, the site ...

Got a big closing bell. Jeffrey Gunlock as usual following the Fed share and then we're going to take you right up to those big earnings reports. Got some great guests, some shareholders.We'll cover all of that for you. Why it's final. >> FTA, you have to buy it when it's slightly dislocated as it is now.>> Okay, Carrie. >> Uh, next year just reported good quarter and now it's a data center play. >> Thank you very much, Liz Thomas.>> I think software gets chased into year end in this tech play. >> Joey Donu ...

CNBC's Alex Sherman sat down with Eddy Cue, Apple's senior vice president of services, at the Autosport Business Exchange New York City. They spoke about Apple's Formula 1 ambitions, its key learnings from MLB rights and Apple's broader sports streaming strategy. Watch the full conversation above, and sign up to receive future editions of the CNBC Sport newsletter straight to your inbox: https://www.cnbc.com/lander?id=sport-newsletter Reporter: Alex Sherman Senior Producer: Nick Robertson Senior Field Produ ...