Shirts with a tag like this are on the rise. The brand name is Comfort Colors. It's around 50 years old, and it's gaining popularity with Gen Z.The brand is known for its soft fabric, retro colors, and environmental consciousness, and its products are used by everyone from bars to musicians to fraternities for screen printing merchandise. What you may not know is Comfort Colors is owned by merchandising giant Gilden, who acquired the brand in 2015 as part of a push into print apparel. As a business, Comfort ...

Google and Anthropic now officially announcing that new cloud deal worth tens of billions of dollars for access to custom AI accelerator chips. Our Mackenzie Sagalos has more on what it means for the cloud landscape in today's tech check. Morning Mac. >> Hey, good morning Carl.This is Anthropic betting big on Google committing to use up to a million of Alphabet's customuilt AI chips in a deal that by industry standards could be worth around $50 billion. Now, this build adds more than a gigawatt of compute b ...

Let's turn to Ford lowering its outlook despite a Q3 beat. Philau Ha is with us and has more on that guidance that the market seems to really be shrugging off at this point in time. Phil.>> Yeah, I think the market is focused on the fact that Ford has managed a couple of difficult situations much better than people expected. As you take a look at shares of Ford, they are now at a 52- week high. In fact, we haven't seen shares of Ford trading at this level since 2023.And the company did beat Q3 on both the t ...

If there's not more options for liquidity set in this marketplace, this is going to screech to a halt pretty soon, right. Because um you know, I paid $85 million for the caps coming in, two half3 billion, I would say. I paid $350 million for the Wizards, probably four and a half, five billion.It sounds great. and and you look across the landscape and we all have to have partners now and the partners are getting older. I've had two partners who have died and they're close friends and I love their families an ...

Pain is building in Washington DC as the government shutdown enters week four with food banks now opening up distribution just for government workers. Emily Wilkins joins us with that story. Emily.Hey Mike. Well, we are here at one of these distribution centers in Alexandria, Virginia. It is home to just some of the 2 million federal employees who are missing their first full paycheck today.You know, they haven't even started handing out the boxes yet. Already we've got a huge line of cars going to the stre ...

Company Overview & Funding - Crusoe's valuation has more than tripled in less than a year, reaching over $10 billion [1][6] - The company raised $1.4 billion in its latest funding round with investors including Peter Thiel's Founders Fund, Salesforce Ventures, and Nvidia [1][6] - Crusoe's core mission is accelerating the abundance of energy and intelligence [4] - Crusoe is named after Robinson Crusoe, embodying innovation with resources [18] AI Infrastructure & Energy Demand - The AI boom is driving tremendous demand for power, inspiring innovation and capital investment in the energy sector [5] - Every customer is compute constrained, leading to bottlenecks in chips and energy infrastructure [17] - Long-term commitments (15-20 years) are being made to build AI infrastructure [8] - The most uncertain question is the depreciation schedule for chips due to rapid hardware releases [10] - There is still tremendous demand for historical and legacy generations of chips, not just the newest ones [10][11] Energy Strategy & Location - Crusoe takes an energy-first approach to building infrastructure, locating in areas with abundant energy [18] - Crusoe built in Abalene, Texas, a market with abundant renewables and negative energy pricing [19] - Mega-scale AI infrastructure projects are being built in energy-rich locations like Texas, Louisiana, and Wyoming [20]

Amazon unveiling a new wave of AI powered automation both inside its warehouses and on the road. So they've got Blue J. It's this multi-armed robot that can pick, sort, and consolidate items faster and more safely.Paired with Project Aluna, an AI assistant for warehouse managers that predicts bottlenecks and recommends fixes in real time. On the delivery side, Amazon is testing smart glasses for drivers that project navigation and delivery instructions directly into their field of view, keeping them heads u ...

Financial Performance - Intel returned to profitability in Q3, breaking its sixth quarter losing streak [2] - Intel could potentially hit $35 billion in cash with lifelines from the US government, Soft Bank, Nvidia, and the partial Alterara sale [4][5] Business Operations - Client computing beat expectations [2] - Foundry revenue fell 2% year-over-year [2] - Intel is supply constrained on older chips due to faster than anticipated demand for Intel 10 nanometer and seven nanometer nodes driven by the Windows operating system migration [2][3] - Slow adoption of 18A process with peak capacity not until after 2030 [7] Market Sentiment & Analysis - Wall Street remains deeply skeptical despite the stock's 91-93% rally this year [5] - Morgan Stanley stays equal weight, warning that enthusiasm driven by foundry and geopolitical factors could fade [5] - Bank of America doesn't expect meaningful improvement in Intel's foundry cost structure [7] - City believes Intel's foundry is years behind TSMC [7] - Few real money mutual fund investors are interested in buying Intel [8] Positive Read Through for Other Companies - AMD benefits from stronger server demand [8] - Microsoft benefits from the Windows refresh [8] - Memory names like Micron benefit from rising DRAM and nan pricing [8]

and Ford beating on earnings but lowering guidance after a fire hit operations at the manufacturing plant of their primary aluminum supplier last month. >> In fact, here to help us break down the Ford quarter, what it means for the rest of Autos is former Ford CEO Mark Fields, also a CNBC contributor. Mark, happy Friday.Thanks for being with us. >> Great to be here, Carl. Thanks.>> What a week between um the fire, which we'll get to in a second, but tariff expectations, uh Ford's comments about EVs, what do ...

David Mericle, chief U.S. economist at Goldman Sachs, joins CNBC's 'Squawk on the Street' to discuss macro outlooks. ...