THAN 400 POINTS. THE RUSSELL ALSO UP MORE THAN THREE QUARTERS OF 1%. AND WITH THAT LET'S GET THE CONVERSATION STARTED JOE.HAPPY HOLIDAYS. THANK YOU ALL FOR BEING HERE. >> HAPPY THANKSGIVING FRANK. >> HAPPY THANKSGIVING TO YOU.ALL RIGHT. SO JOE, I WANT TO ASK YOU, OBVIOUSLY TOMORROW'S A HOLIDAY HALF DAY ON FRIDAY. THEN WE HAVE THE LAST MONTH OF THE YEAR.THE ACTION WE'VE SEEN IN NOVEMBER SO FAR. DO YOU EXPECT THAT TO BE A SIGN OF WHAT TO EXPECT GOING ON FOR THIS LAST MONTH. HEALTH CARE AND LEADERSHIP INVESTOR ...

Exactly two weeks since the longest government shutdown in history ended and US airports are facing yet another stress test. This expected record number of Thanksgiving air travelers. Lobbying group Airlines for America projecting that number could reach more than 31 million people in the air between last Friday and this coming Monday, December 1st.Joining us this morning is Pittsburgh International Airport CEO Christina Cassotus. Christina, thanks for the time. Great to talk to you. >> Thank you.Thanks for ...

Turkey isn't the only thing getting baked this Thanksgiving. Turns out today has become one of the biggest cannabis sale holidays of the year. Behind only April 20th, of course, that's 420.And this year, the industry is really cooking. I checked in with some popular brands. THC infused beverage maker can tells me November typically brings in a 40% month-over-month sales jump and that this year they're already pacing to beat that.Nowadays, another brand also seeing the holiday bump. Last November, sales spik ...

Market Trends & Competition - China is building its own GPU ecosystem, becoming a competitor in the AI chip market [3] - This ecosystem is backed by state capital and retail investment, aiming to create a parallel AI chip stack [3] - Chinese companies are being pushed to adopt domestic accelerators due to export controls [5] - Even if less performant, domestic chips are good enough to replace some US systems within China [5] - A Chinese AI stack is emerging that is accessible and scalable, potentially appealing to those who can't afford Nvidia-level systems [5][6] Companies & Technologies - More Threads, China's first homegrown GPU company, is preparing for a public debut in Shanghai [1] - More Threads' IPO was 4,100 times oversubscribed [2] - Besides More Threads, companies like Huawei, Cambercon, Byron, and Medax are building different parts of the system [3][4] - Chinese companies are clustering domestic accelerators to create powerful AI solutions [9] Challenges & Limitations - China's GPU industry is fragmented and subsidy-dependent [4] - Chinese chips currently lag American chips by generations [4] - More Threads has small sales and billions in losses [4] Nvidia's Perspective - Nvidia warns investors to pay attention to the rise of domestic accelerators in China [5] - Nvidia is seeking permission from Washington to sell more powerful chips in China [8] - If Nvidia takes too long to gain approval, it may be too late [8]

Joining us exclusively here at Post 9, Carnival CEO Josh Weinstein and Holland America line president Beth Bowdensteiner. They're in town for Holland America's debut float at the Macy's Thanksgiving Day Parade tomorrow. It's good to see both of you.>> Nice to be here. >> Thank you. So Beth, why are you doing the the float this year. >> We are doing the float this year so that we can partnership with Macy's and have a fantastic representation of our history in Alaska.We've been uh cruising to Alaska for over ...

CNBC’s Kristina Partsinevelos reports on Dell as shares rise after the company forecast a stronger-than-expected fourth quarter, driven by increased AI sales. ...

THE REASON OF THE BULLISHNESS. >> THAT'S DEFINITELY PART OF THE REASON FOR THE BULLISH STORY WITHOUT A DOUBT. YES.>> THANK YOU. ALL RIGHT MIKE STICKING WITH THE MARKET'S MAJOR INDICES ALL IN THE GREEN THIS MORNING. AS INVESTORS HOPE FOR A DECEMBER RATE CUT AND A YEAR END RALLY.JOINING US NOW IS MARK LEHMAN VICE CHAIR OF CITIZENS COMMERCIAL BANK. HOW ARE YOU FEELING ABOUT THE FINAL FEW WEEKS OF THE YEAR INTO NEXT YEAR. >> I'M OPTIMISTIC.I THINK A LOT OF THE AI TRADE THAT HAS BEEN THE TALK OF THE TOWN AND TAL ...

Well, move over Black Friday. Cannabis has carved out its own holiday shopping rush and it's called Green Wednesday. Our Brandon Gomez joins us with that story.Brandon, we were talking about this hit in advance and it kind of makes some sense. Hey, Carl. Yeah, that's right.We've been talking about the trend, but look, turkey isn't the only thing getting baked this Thanksgiving. Turns out today has become one of the biggest cannabis sale holidays of the year. Behind only April 20th, of course, that's 420.And ...

Welcome back. The Centers for Medicare and Medicaid Services just announcing lower negotiated prices on a slew of prescription drugs including the weight loss drugs ompic and WGO. Bertha Kums has the story for us.Bertha, >> hey David. Uh there are 15 drugs that were on the list for discounts in Medicare starting in 2027 and on average the Trump administration negotiated prices that are about 36% below the net price paid by Medicare back in 2024. Now that compares to about a 22% net discount for the first ro ...

Welcome back. Big week for spending as Americans shell out on Thanksgiving travel and kick off the holiday shopping season. But our next guest says the country is dealing with an affordability crisis that shows no signs of slowing.Joining us is Mark's Xandy Moody's Analytics chief economist. Mark agree there's there's a lot of concern about affordability and the gap is growing between high income and low income and yet what we hear from some of these retail companies and seeing some of the data is that over ...