All right, join me today closing bell 3 o'clock Eastern. Dan Greenhouse, Courtney Garcia, Abby Yoder, Gene Munster on Google's amazing move and Jeff Degraphth. We'll check the charts what he sees now given last week's volatility.Steve Weiss give me a final trade if you >> Taiwan semi and look if this move continues uh Taiwan semi should recover its old highs and if it doesn't I think it's low risk downside. >> All right, it's a nice move there but of course the whole space is rallying today. >> Yep.Joe T >> ...

I've got some breaking news I want to get to Aean Jabvers. It's regarding the White House and I've seen these uh headlines move. Tell us uh tell our viewers what they are.Aean. >> Yeah, Scott. President Trump says he's going to Beijing in April.This coming in a social media post just a couple of moments ago. The president giving a readout of his call with Xiinping of China earlier today. We saw both sides confirm the call this morning.But now, President Trump is saying uh some of the details of what they di ...

Investment Thesis on Alibaba - The investor initiated a position in Alibaba, citing confidence that concerns around the delisting of Variable Interest Entities (VIEs) are alleviated [1][2] - The investor acknowledges the risk of geopolitical tensions, specifically regarding Taiwan, but is willing to assume this risk due to Alibaba's leading position in cloud and AI [2] - The investor believes Alibaba's stock is reasonably priced and expects it to increase in value, China-related issues aside [4] AI and Cloud Computing - Alibaba is considered a leading company in cloud and AI [2] - China is aggressively pursuing AI opportunities, with Alibaba expected to be a winner, potentially benefiting from government funding [6] Market Sentiment and Trends - There's a shift in market sentiment towards investing in Asian, particularly Chinese, stocks [7] - Chinese stocks are up approximately 30% year-to-date [7] - Focusing on individual stories like Alibaba is preferred over broad investments like Kweb [8] - If Alibaba fails, Kweb is unlikely to succeed [9] Business Fundamentals - The concerns about the structure for US investors have nothing to do with the fundamentals of the business, which are strong [5]

Universal's Wicked for Good hit the highest end of forecasts and soared far beyond the opening of last year's Wicked, bringing in 100 million $150 million domestically and $226 million at the worldwide box office. Now, this gives Universal's Wicked sequel the year's second biggest opening. Now, along with the Minecraft movie and Lilo and Stitch, the top three openings of the year are rated PG as familiar franchises that create an event for families have been dominating the box office.Wicked forgoods opening ...

Economic & Geopolitical News - US and Ukraine officials made progress in talks for a peace plan backed by President Trump [2] - European aerospace and defense index dropped more than 1%, after falling more than 3% on Friday [2] - President Trump met with New York City's mayor-elect, Zoran Mandami, focusing on the high cost of living [2] - Congressman Marjgerie Taylor Green announced she will resign from Congress on January 5th [2] Agriculture & Trade - Agriculture Secretary Brooke Rollins discussed aid for farmers, the soybean trade, and rising costs of food, labor, and fuel [3] - The Trump administration is removing tariffs on Brazilian coffee and beef to ease food costs for Americans [3] - Under Joe Biden, there was an increase in inputs interest rate 73%, fertilizer 36%, and labor increased 47% [6] - The US went from an agriculture trade surplus under Trump to a $50 billion deficit [15] - China is back to buying soybeans, with 12 million metric tons this year and 25 million metric tons over the next few years [18] Inflation & Healthcare - The Trump administration is working on bringing down healthcare costs, with an expected announcement this week [2] - Inflation numbers were down to 29%, after a high of 9% [27] - The average Thanksgiving meal is down about 5%, turkey is down 17%, and dinner rolls are down 22% [27] - Mortgage rates are down about $200 on average per month [27] Consumer & Food Industry - Food is up all over for restaurants, wholesale, and retail, and everybody's feeling the pinch [38] - Thanksgiving dinner itself is cheaper this year than it was last year, partly due to turkey prices being down about 17% [48] - Chef Lydia Bastionic recommends buying seasonally and using legumes to manage food costs [39][40]

Market Trends & Analysis - NASDAQ shows strong performance, up 23% [1] - Market experienced risk aversion, Bitcoin had a rough week [1] - Goldman Sachs maintains a bullish view, considering it a bull market with an intact primary uptrend [2] - Liquidity is expected to improve, and the economy is projected to accelerate [2] - Momentum statistically is number one up 21% on the year [4] Mag 7 Performance & Rotation - Rotation within the Mag 7 has been sufficient to propel the index higher [3] - Overweighting momentum, growth, quality, value, or shareholder yield factors led to a successful year [4] - Despite individual struggles within the Mag 7, staying invested has been beneficial due to rotation [5][6] - Nvidia and Alphabet are the only Mag 7 names outperforming the S&P year-to-date [14] - The market is becoming more judicious about valuations in tech, favoring companies with reasonable valuations [15] Economic Outlook - The economy is expected to strengthen in some parts, although consumer weakening is still a possibility [8] - Continued large spending is driving the economy [9] - A shakeout of latecomers to the AI and tech trades is considered healthy for more reasonable growth [9] AI & Tech Sector - The AI trade is far from dead, but significant overvaluations exist, primarily in the private market [10] - Alphabet has been a standout performer, with its stock up 11% since Gemini 3 launched [11] - Alphabet's market cap surpassed Microsoft's for the first time in 7 years [11] - The market is focusing on the ROI of AI, with Alphabet demonstrating potential for quick returns [12]

Wicked for Good making a splash at the box office this weekend. Our Julia Borston has more on the numbers. Morning, Julia.>> Well, Carl, Universal's Wicked for Good hit the highest end of forecast and soared far beyond the opening of last year's Wicked, bringing in 100 million $150 million domestically and $226 million at the worldwide box office. Now, this gives Universal's Wicked sequel the year's second biggest opening. Now, along with the Minecraft movie and Lilo and Stitch, the top three openings of th ...

Shares of Alibaba rallying today after the Chinese tech giant announced its updated consumer chatbot has reached 10 million downloads just a week after it was relaunched. Dear Draosa has more in today's tech check. So I I guess that catches your attention that number.Dearra, it does. It's a pretty explosive uptake and that's of course its new Quen chatbot. It's also proof point for Alibaba much like Gemini 3 was for Google last week.not just a good product launch, but evidence the company has something that ...

Clinical Trial & Drug Performance - Novo's Alzheimer's drug trial (using weight loss drug MGovi) failed to meet its primary goal, showing no statistically significant slowing of Alzheimer's progression [1][2][3] - The trial results suggest that GLP-1s, while a new mechanism, may require combination with other drugs to be effective in treating Alzheimer's [8] - Biogen and Lily are considered the main players in the Alzheimer's space, with many other companies in earlier phases of development [8][9] Competitive Landscape & Market Share - Lily is perceived as consistently delivering best-in-class GLP-1 growth in obesity and diabetes, with a next product in orphagon [4] - Lily's Mjaro and Zetbound are growing significantly, taking market share from Novo [6] - Lily's market share has increased from 50% to approximately 75%, while Novo's has decreased to around 25% [11] Financial Analysis & Future Outlook - Analyst has a street-high target of $1500 for Lily, driven by the company's core business in the US [5] - Lily is expected to benefit significantly from locking in Medicare and Medicaid payer segments in the next 2-3 years, offsetting lower prices with higher volumes [10] - The Total Addressable Market (TAM) for obesity and diabetes drugs is expected to grow dramatically with expanded access to Medicare and Medicaid [12][14] - Analyst suggests that Lily is a better investment than Novo due to its pipeline, growth in the US and internationally, and overall investment in the space [13]

Help me understand this and tell me if I'm wrong. My understanding is that you said in the White House it said that China was going to buy 12 million metric tons of soybeans uh from the United States by January. We're now just about a month and a half away from that.They have according to to the to the USDA report only uh made two big purchases and they total in in total 332,000 metric tons. How how is that pledge, if that is a real pledge, and China has not confirmed that pledge uh going to be made in that ...