Welcome back to Worldwide Exchange. Time for this morning's insider action. We're tracking some notable insider stock moves made by company directors and their executives outside of pre-planned stock sales.As always, the data is coming from Varity data, but confirmed by the CNBC data team against SEC filings. A director at Circleingelling more than 33,000 shares, pulling in just under $3 million. That stock is down more than 45% over the last three months.MP Material CEO James Leinsky selling over 248,000 s ...

Data Center Industry & AI Buildout - Data centers are evolving from 50-150 megawatt facilities to 700+ megawatts to handle AI and compute loads [2] - Jacobs' data center project pipeline has grown fivefold in the last two quarters, with ongoing equipment orders and site selections [3] - Data storage world is currently at capacity, driving the need for continued data center buildout [5] - AI buildout is contributing significantly to the projected US growth of just under 25% (2.4%) [16] - Quantum computing facilities are more complex and represent the next phase of computing beyond AI data centers, currently focused on R&D [12][13][14] Healthcare & Life Sciences - GLP-1 buildout is in the "middle innings" for injectable forms, with new companies and delivery methods (tablets) driving further capacity and capital buildout [8] - Life sciences sector is experiencing growth in oncology and other cancer therapies, beyond just GLP-1s [17] Financial Performance & Tax - The company's effective tax rate increased to almost 40% in the last fiscal year, compared to under 17% the previous year, due to R&D tax credits and international taxes [9][11] - The full effect of the Trump tax policy is still being implemented, with expectations of seeing early elements of it from 2026 onwards [10] Infrastructure & Reshoring - Infrastructure spending related to water, transportation, energy, and power needs for urbanization is driving business [17] - There are tailwinds for domestic reshoring and construction beyond GLP-1s and AI [16]

Five things to know ahead of the holiday shortened trading week. US Airlines predicting a record-breaking Thanksgiving travel period with 31 million people taking to the skies. The busiest day expected to be the Sunday after Thanksgiving with 3.4% million passengers.Meanwhile, the Department of Government Efficiency, it now has ceased to exist. who was supposed to be in operation till July of next year. But the Trump administration's chief human resources officer now saying the initiative has come to an end ...

And joining us now, Julian Emanuel, chief equity uh derivatives and quantitative strategist uh at Evercore. Good to have you on, uh Julian, given uh what we've seen in in not just the stock market, but on everyone's lips and talking about stocks, even people like you talk about Bitcoin, which is weird. That's that's different than a couple of years ago where it wasn't really it wasn't ready for prime time crypto.Not quite. Now uh people look at it as as an actual asset class and try to glean things from uh ...

BHP group is walking away from its takeover attempt of Anglo-American. Reports say that Anglo rebuffed its latest bid. BHP was trying to thwart a planned tie-up between Anglo and Canada's Tech Resources.BHP said early this morning that it had held preliminary discussions with Anglo, but was no longer considering a combination. Anglo and tech shareholders are set to vote on December 9th on whether to move forward with their merger. >> Breaking news now from Novo Nordisk.This has to do with a phase three uh t ...

A major super PAC focused on AI is launching a big campaign today. Emily Wilkins joins us right now with the details on that. Emily, good morning. Good morning, Becky.Well, yeah, look, this is an advocacy group attached to that major AI pack that we've talked about. They're launching a $10 million campaign today trying to push Congress to pass a national framework on AI regulation and prompting a growing number of state laws that seek to regulate AI. CNBC got our first look at this campaign.the group build ...

So, I mean, it's a holiday shorten week. Uh, generally a lot less volume. Two reports coming out.They're delayed and a little bit backwardlookings. One hits inflation for producers. The other one retail sales.Either one of those market movers. Any other one of those that you really need to pay attention to this week. >> We think the retail sales numbers can be particularly important on the backs of what we heard last week out of Home Depot, Lowe's, Walmart, really to get a better sense of what's going on wi ...

This week in AI, the bubble keeps inflating despite fresh warnings, Google stages an AI comeback, and Chinese AI threatens Nvidia. Though fears around irrational AI spending used to be confined to skeptics, now even industry insiders like Google’s Sundar Pichai and Demis Hassabis are voicing doubts. CNBC's Deirdre Bosa speaks to Josh Woodward, Alphabet’s VP of Google Labs, Dan Niles, founder of Niles Investment Management, and founder of GPU management company Hydra Host Aaron Ginn for more. ...

Data centers aren't the only things that companies are spending billions of dollars to build the United States. But President Trump threatening steep tariffs on pharmaceutical imports that drug makers have announced a ton of manufacturing and R&D commitments in this country. Take Astroenica.That's the Anglo Swedish pharma giant. In July, Astroenica committed to spending $50 billion on US production R&D by 2030. And today, as part of that commitment, the company unveiled a $2 billion investment in Maryland t ...

Before we get to your calls, guess what. Christmas came early. There's a special offering happening right now to join the CNBC investing club.You'll get my top takeaways and every charitable trust move. Scan the QR code or go to cnbc. com/cramerclub.And now it is time. It's time for the light stock. Just turn on cars ahead of time.My staff will play this out and then the lightning round is over. Are you ready. Ski daddy tell.How about we start with Joe in New Jersey. Joe, >> hello Mr. . Kramer.>> Joe, man, ...