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Still excited about long-term crypto view but people are scared right now: Pantera's Cosmo Jiang
CNBC Television· 2026-02-05 19:29
Here to discuss is Emily Partner, senior strategic adviser at Coin and Cosmo Jiang, portfolio manager at Panta Capital. Welcome to both of you. Uh Emily, I just wanted to start with this point that Yardeni Research has made.They say, and this makes sense with the strategy's peak, that it was the Genius Act that destroyed Bitcoin. My words, not theirs. Once it became the case that stable coins were enshrined as part of the financial system, the use case for Bitcoin, the intermediary case disappeared.Now that ...
Big tech as the new utilities
CNBC Television· 2026-02-05 19:19
Big tech is spending more than ever on AI. The big four, Alphabet, Microsoft, Meta, and Amazon, are expected to spend a combined $600 billion in capex this year alone. This changes the whole business model.Dear Drabosa has more in today's tech check. Hi, Dearra. >> Yeah, Cali, you're right.It changes everything and it really kind of means that big tech are becoming the new utilities that ultimately changes what you should pay for them. Every company that wants to use AI, whether that is a bank running fraud ...
LIVE: White House press secretary Karoline Leavitt holds a briefing with reporters — 2/5/2026
CNBC Television· 2026-02-05 19:17
White House press secretary Karoline Leavitt holds a press briefing with reporters on Thursday. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Watch CNBC on the go with CNBC+: https://www.cnbc.com/WatchCNBCPlus Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business ne ...
Bessent declines to say Trump won't sue Warsh over interest rates
CNBC Television· 2026-02-05 18:45
You ran the search for Donald Trump's Fed chair nominee and Trump promised, quote, "Anyone that disagrees with me will never be Fed chairman." Kevin Walsh got the nod last Friday. And then over the weekend, Donald Trump joked that he would sue Mr. . Worsh if he failed to lower interest rates.At least I think it was a joke. But just in case, this should be an easy one. Mr.. Secretary, can you commit right here and now that Trump's Fed nominee, Kevin Walsh, will not be sued, will not be investigated by the De ...
LIVE: President Trump unveils TrumpRx, a website to purchase low cost prescription drugs — 2/5/2026
CNBC Television· 2026-02-05 18:39
President Trump will officially unveil TrumpRx on Thursday — a website for Americans consumers to purchase low cost prescription drugs. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide. Connect with CNB ...
Snap CEO: Snapchat is not the same as Instagram and TikTok
CNBC Television· 2026-02-05 18:24
One of the challenges we face is really helping people understand how different Snapchat is. A lot of the research and studies that are out today on social media lump Snapchat in with other services like Instagram and Tik Tok. But the studies that look at Snapchat specifically show that Snapchat actually has a positive impact on people's well-being because it connects them with their friends and family, which we know is incredibly valuable when it comes to to mental health. And so a lot of what we're trying ...
Legendary NFL quarterback Joe Montana shares his playbook for success
CNBC Television· 2026-02-05 18:21
four Super Bowl appearances, four wins, and three MVP awards. But these days, Joe Montana is scoring big in the field of venture capital. He is the founder and managing partner of Liquid 2 Ventures and is here with us to discuss.It's so great to have you here. Thank you. >> Thank you for having me.Appreciate time. >> We'll talk ball in in a little bit. But when did you first know that you wanted to do this when you had a an eye for business and investing early.Uh, and you know, I I really wasn't looking for ...
Squawk Pod: Risk Play: Sports Betting, Prediction Markets, & Super Bowl LX - 02/04/26 | Audio Only
CNBC Television· 2026-02-05 18:19
Bring in show music, please. >> This is SquawkPod and I'm CNBC producer Cameron Costa. On today's episode, Alphabet blows past expectations in its latest quarter, but AI spending might be weighing on profits. City analyst Ron Josie explains. >> I think you should be investing in growth, and I think you should be investing to gain as much possible share as you can. The potential confirmation of Kevin Worsh as Federal Reserve Chair is in focus on Wall Street and in Washington. Banking Committee Senator Bernie ...
Big Tech's AI spending surge
CNBC Television· 2026-02-05 17:59
Big tech now pouring more capital than ever into AI. Alphabet, Microsoft, Meta, Amazon expected to spend a combined $600 billion in capex. That's this year alone.Our dear DOSA has more on that in today's tech. Morning De. >> Hey, good morning Carl.So, it is just simply difficult to get across how big a step up that number is, but this chart does get at it. Capex between these four companies was at less than 150 billion in 2023. So that is a more than four-fold increase in roughly 3 years.What it tells us is ...
Qualcomm CEO Cristiano Amon: We’re ‘very confident’ we’ll start to see data center revenue in 2027
CNBC Television· 2026-02-05 17:46
Qualcomm CEO Cristiano Amon sits down with CNBC's Jon Fortt to discuss the company's latest earnings report, the impacts of artificial intelligence, and more. ...