Welcome back. Arch Invest CEO Kathy Wood telling CNBC today that a quote reality check could be coming for AI valuations. And Bill Gates saying on Squawkbox that a ton of these investments will be dead ends.The possibility of an AI bubble of course continues to be a key focus for the markets and it is as well the focus of the latest CBC Fed survey. The Steve Leeman has those results. Steve.Yeah, maybe one of the most important economic and financial things going on, but concern is high among respondents, Da ...

Ken Meolis, Meolis & Company founder and CEO, sits down with CNBC's Sara Eisen at the FII conference in Riyadh to discuss outlooks on business in the Middle East, market expectations, and much more. ...

Ken Meolis, Meolis & Company founder and CEO, sits down with CNBC's Sara Eisen at the FII conference in Riyadh to discuss outlooks on business in the Middle East, market expectations, and much more. ...

US Deficit and Economic Policy - Bridgewater founder Ray Dalio discussed the US deficit as a "ticking time bomb" [2] - The US government's policy is a bet on growth, aiming to stimulate growth and lower interest rates to reduce debt service costs [2][3] - Tariff revenue is estimated to be $300-400 billion annually, while spending is approximately $7 trillion and revenue is $5 trillion [2] - Lowering interest rates is intended to stimulate growth and asset prices, while also lowering the cost of debt service [3] Economic Disparity and Technological Impact - There's a significant economic divide, with the top 1-10% (tech and AI-sensitive) performing well, while the bottom 60% (with low reading levels) are becoming less productive [4][5] - The economy and markets cannot be viewed as a whole due to the growing wealth gap, which is also seen in the UK and France [5][6] - Wealth creation is shifting from income to unicorn creation, impacting income taxes and leading to potential relocation issues [7] Political Conflict and Uncertainty - The democratic system is facing challenges with political conflict between the left and right, impacting compromise and cooperation [10] - Political conflict creates uncertainties about taxes, living locations, and investment decisions, contributing to the appeal of gold [11][12]

You know in terms of the jobs this is going to take some period of time but yes uh although it hasn't been seen in large numbers over the next several years there will be some impact on the job market nowadays when you say that some people are like oh how can you you know you know say that isn't that going to slow the US down in this race but it's only honest for people um to speak frankly about the fact this will have a big effect on the job. ...

Do you think that concentration is is indicative of a bubble. >> This is the big question, right. Um >> I know eager to hear your thoughts.>> There's a um there's a lot of bubble stuff going on. I have a bubble indicator um which is a composite of things that would take you too long to explain. And the bubble indicator is relatively high.It has to do not only with the pricing, has to do with who owns it, how the financing is taking place and so on. And it's a relatively high uh um level of of of bubble. Um ...

If you mean it's like the internet bubble where in the end something very profound happened. The world was very different. Some companies succeeded but a lot of the companies were kind of meto fell behind uh burning capital companies.Absolutely. There are a ton of these investments um that will be deadends. >> And you look at all the investments that are being made today by some of the big tech companies.some companies who are not making money on AI yet but are making massive commitments to chip makers and ...

Nvidia CEO Jensen Huang delivers a keynote address at the GTC conference in Washington, D.C., on Tuesday. With federal officials and Pentagon leaders in the audience With federal officials and Pentagon leaders in the audience, announcements are expected around quantum computing integration and AI applications in telecommunications networks. Video courtesy: Nvidia. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCN ...

S&P coming off its first close above 6,800 and the first day of the Fed meeting kicks off today. City's US equity strategist Scott Croner joins us this morning. Talk about this remarkable week that we're in the midst.Scott, good morning. Good to see you. >> Carl, good to seeing you.>> Uh I got uh a wouldbe uh deal with China, Mag 7 earnings on the way, Fed decision. Uh market pricing all of this in in advance appropriately in your view. >> We think market's pretty fully pricing this in.You know, when we tal ...

There are going to be people who are going to say that you were you are changing the the goalposts uh because of this political climate as a way to plate uh President Trump who has not been on the side of uh some of the net zero and obviously the the Paris climate accord and things like that. >> Well, I'm glad that some of the provisions that uh promoted new climate technologies got preserved. I was disappointed that a lot of that was taken away but the provisions supporting nuclear and geothermal some of t ...