Bring in show music, please. >> This is Squawk Pod and I am CNBC producer Cameron Costa. On today's episode, a market slide stabilizes maybe as Bitcoin bounces off its lows. >> What is it? Is it the NASDAQ? Is it gold total? Is it >> an asset? >> Total uh risk asset. and Jennifer Garner joins us from the big screen to big food. Once Upon a Farm IPOs today, gosh, business is really leading social change. Could we have a business that's pushing social change and democratizing nutrition and making it accessibl ...

More than a trillion dollars wiped out from big tech market caps in just the last week as those four large hyperscalers announced they expect to spend more than $600 billion in capex this year. Our DOSA has more on that in today's tech. Happy Friday Dean. >> Hey, happy Friday morning Carl.So this really gets at a contradiction right now at the heart of the AI trade. software stocks, they're in freef fall. And the logic here is that well, AI works so well, it's going to eat these companies alive.Yet, the oth ...

I'm hearing a lot about this is going to be the biggest tax refund season ever. Is that really applying to most investors. What are you seeing.>> It really won't apply to most investors because the impact of the OBBBA on 2025 is modest. >> Why is it modest. >> What most of the impact of this new bill was to keep things in 2026 the way they were in 2025.So, if you're comparing to what you're used to in 2025, not a whole lot of. ...

We hold ourselves to really high standards. We know we're shaping the future of food. We know we're parents ally. We know we're feeding babies to big kids. And we're doing it all as the first public benefit corporation to go public focused on babies and kids. >> And by the way, I should just mention, you know, I think people sometimes they see you as a spokesperson, but you are not just a spokesperson for this company. You were like intimately intimately involved. And we were talking just off camera. Drive ...

You know, Mark Twain said, right, the news of my death was an exaggeration. And I think maybe that's the moment we're in around this topic to get down to the brass tax. You know, the the demise of software is, you know, is not upon us, but the disruption is AI is going to disrupt.It's a massively disruptive force for the economy and it's going to disrupt some parts of software, but software is not a monolith. And I think the way it's being treated today, both in stocks, but certainly when we think about cre ...

The countdown is on and the bets are flowing in. CNBC's Contessa Brewer joins us right now with more on this. And Contessa, here we go. >> Here we go.Yeah, the sports books are gearing up for their biggest single moneymaking event of the year. Becky, if you look only at the handle, the amount wagered on legal licensed sports books in the United States, the industry is looking to set another new record on this Super Bowl, $1.7% billion. FanDuel is the nation's market leader.And I asked CEO Amy Amy how about ...

The Super Bowl. We know this is more than a game. For many viewers, it's about the commercials that are costing up to $10 million for 30 seconds.Uh this year, there will be a faceoff between two AI names, OpenAI and Anthropic. Joining us now, Marcus Collins, marketing professor at the University of Michigan's Ross School of Business and author of For the Culture. We've come a long way, Marcus. Come a long way.Used to be Coke and Pepsi, didn't it. Used to be Coke and Pepsi. Uh, now now it's Isn't that incred ...

The buy now pay later firm known as a firm delivering a quarterly earnings beat 30% increase in sales. Company also investing in new AI tools for merchants. I hear the stocks down.That's about as that's stupid. Anyway, here's what we're going to do. I'm a little judgmental there.Uh we got first on CNBC a firm co-founder and CEO Max Lein. Max, it's always great to see you. >> Great to see you.>> Terrific. Okay. So, Max, how did your uh we believe in nosing your big nothing or zero APR event do.How many peopl ...

apply artificial intelligence >> S&P TECH THE WORST SECTOR OF THE WEEK S&P SOFTWARE DOWN 11% IN FOUR DAYS. WISDOMTREE'S CLOUD ETF DOWN MORE THAN 10%. FOR MORE ON THIS THIS GROUP THIS THIS WHOLE ARENA, LET'S BRING IN JOHN BELTON, PORTFOLIO MANAGER FOR GROWTH EQUITIES AT GABELLI FUNDS.AND GOOD TO SEE YOU. GOOD TO SEE YOU JOE. THEY ALL WENT UP.SO I GUESS THEY CAN ALL COME DOWN INDISCRIMINATELY. BUT YOU MAKE ONE POINT THAT I THOUGHT WAS PRETTY INTERESTING. SO IF IF AI EATS SOFTWARE AND REVENUE GOES DOWN FOR ALL ...

Empower. >> WELCOME BACK. A BUSY WEEK FOR THE MARKETS.LET'S GET RIGHT TO OUR PANEL. MATT MALEY IS THE CHIEF MARKET STRATEGIST AT MILLER TABAK. BARBARA DURAN IS THE CHIEF INVESTMENT OFFICER AT BD8 CAPITAL PARTNERS.AND VIRAJ PATEL IS THE GLOBAL MACRO MACRO STRATEGIST AT VANDA RESEARCH. IT'S GREAT TO HAVE YOU ALL HERE. OF COURSE I GOT TO START WITH THE MARKETS.OBVIOUSLY IT'S BEEN A TOPSY TURVY WEEK. YOU GOT A VIX AT 20 RIGHT NOW WHICH IS ACTUALLY OFF THE HIGHS OF THE WEEK. BUT MATT MALEY I MEAN YOU'VE SEEN A N ...