Economic & Market Outlook - Tariffs, AI adoption, and potential government shutdowns are key concerns for Fortune 500 companies [2][3] - A new budget with double-digit appropriation increases for advanced technologies in defense, intel, and national security could lead to a more productive marketplace in the first half of the year [4][5] - Failure to pass a new budget could result in continued resolutions, hindering government initiatives [5] AI & Technology - Companies are struggling with technical debt and siloed data, hindering AI implementation and ROI [6][7] - AI is viewed as a tool to enhance productivity and enable knowledge workers to perform higher-value tasks [6] - ASGN's AI factory aims to simplify AI implementation for clients by providing readymade assets and IP [7] Company Strategy & Rebranding - ASGN is rebranding to Everth to present a unified $4 billion business offering comprehensive solutions to enterprise customers [8][9] - The rebranding focuses on bringing technology together to solve critical business problems [8] - Over 70% of ASGN's government work is in cybersecurity, AI, data, and other advanced technologies [4]

Rick Santelli with the Bond Report. Rick, it appears that uh John Williams may have saved Christmas. >> Well, I'm not sure about that.It certainly seems to me like there's a lot of other moving parts here, but it definitely moved the probabilities on the ease and the probabilities have gone from basically 30% up into the close to 70 and it's backed off but right under 70%. But I think the real story is h how the interest rate complex is shadow boxing uh the equity side and mostly when it goes higher. Now if ...

How the people that you work with view the stock market. >> So you have to understand our people our people are you know >> they own private companies or >> 75% of them still own their private companies or public companies or some of both. The other 25% have taken capital that have sold businesses and now are redeploying it.>> The one common theme with all of them and this goes back 40 years. So from Black Monday on in 1987 to 1999 technology bubble burst to 2001 to 2008 and9 great financial crisis to co al ...

Tariff Adjustments & Impact - The US government is rolling back tariffs on specific grocery items to combat higher food prices [1] - Tariffs on coffee and beef from Brazil, a major supplier to the US, have been reduced from 50% to 40% [1] - Economists believe that the tariff rollback may not immediately lower prices due to existing inventories purchased under higher tariffs [2] - Increased tariffs on steel and aluminum, raised from 25% to 50%, will impact the price of canned goods and machinery [3] Supply Chain Disruptions & Price Pressures - It takes approximately 6 months for prices to adjust after disruptions, with no guarantee of returning to previous levels [3] - Double-digit tariffs on imported fertilizers are increasing the cost of growing crops for animal feed [4] - Cocoa inventories are experiencing smaller crops due to drought [4] - Bird flu is impacting 2 million turkeys, leading to the smallest US flock in 40 years [4] - A ringworm outbreak in Mexico has resulted in a US ban on all Mexican beef imports, coinciding with the smallest US herd in 74 years [4] Retail Strategies & Consumer Impact - Retailers are offering affordable Thanksgiving Day dinner packages by substituting brand names with private label versions [5] - Walmart's Thanksgiving bundle study claims a 25% price decrease compared to the previous year, but the bundle contains 30% less product [5][6]

Political Event - President Trump met with New York City Mayor-elect Zohran Mamdani in the White House on Friday, November 21, 2025 [1] Media & News - CNBC provides live and exclusive video content through its CNBC PRO subscription service [1] - CNBC offers various subscription options for accessing business news and analysis [1] - CNBC distributes news and updates across multiple online platforms, including LinkedIn, Instagram, Facebook, Threads, X, and WhatsApp [1]

Welcome back. Alphabet is the only Mag 7 stock positive on the week and its renewed AI momentum is worrying one of Google's biggest AI rivals according to new reporting. Dear Drabosa has more in today's tech check.Tell us all about it D. >> This is a good one. Candasa.So, according to a memo obtained by the information, Sam Alman told his employees that he expects quote the vibes to be rough out there for a bit as Google's recent progress could create some temporary economic headwinds for them. Now, that li ...

New filings show just how aggressively Amazon is cutting into its technical workforce. In New York, California, New Jersey, and Washington, nearly 40% of the more than 4,700 reported layoffs were engineers. Now, we're talking about mostly mid-level developers.More than 500 product and program managers were let go along with senior and principal level staff. It's part of CEO Andy Jazzy's push to make Amazon operate like the world's largest startup. Fewer layers, faster decision-making, and a leader org chart ...

John Sulfus, chief investment strategist at Oppenheimer is joining me now. Okay. So, where are you looking for the opportunities amid all this bubble talk and excuse me, but the roller coaster that is the market right now.>> Well, great to be on the show with you today, Contessa, especially on really where the Fed has been so kind to us, you know, great to hear from the New York Fed and from the Boston Fed today and see the market rally the way it is. Uh we think you know where we stand right now it really ...

Welcome back to halftime. It's time for [music] final trades. Rob, you're up first.Vista Corp, BST, it's pulled back 25% over the last few months. We continue to be overweight based on the great secular growth opportunity in data center and our view is the biggest bottleneck in the ecosystems energy. >> Weiss, you're up next.>> What was that. What was that accent. Ver.What was the accent. >> It's a Pittsburgh accent. A city of winners.>> I'm going with Lidos. >> Lidos. haven't talked about for a while, but ...

We all know that if you weren't invested in technology in the last 5 to seven years, you were going to miss 70 70% or 75% of the performance of the markets in the public markets. So, uh that's a missed opportunity, but what we're seeing them quickly adopt to is the AI generation. Everybody is focused on it.>> How are they investing. >> Well, they're all >> applying it to their businesses. >> Yeah, exactly.They're seeing an an unbelievable wave of technological development. So, it's not I want a piece of ope ...