All right, we got to start off with this. Uh, the president threatening to completely terminate negotiations with Canada in a social media post. We'll have to see what he says today. More than likely, he'll we'll get more commentary from him today.Is that a big deal for the markets. Again, Canada is one of our top trade partners. >> Well, it's not a positive for sure, but this is the negotiations that the Trump administration has been ongoing for a while now.So, I suspect that things will calm down eventual ...

I want to start with the the the back part of that story, the Terry Roier story. Now, he's an active player accused of giving information about his health, uh whether or not he's going to stay in a game to potential betters. Again, it's an accusation.How serious is this for casinos, for gaming sites. Uh could it lead to people questioning the integrity of games. >> Well, I think when you take a step back, right, that with with Rozir, they're targeting the March 23rd, 2023 game where he took himself out.Draf ...

Sports Gambling Integrity Concerns - A federal crackdown revealed over 30 individuals, including NBA figures, involved in gambling and sports rigging operations linked to major crime families [1] - Legalized sports gambling, now in 38 states, introduces potential integrity issues requiring regulation [1] - Prop bets, particularly on individual player statistics, are creating integrity issues that leagues and gambling companies need to address [1][4] - Sophisticated AI tools can detect oddities in wagering, yet individuals still engage in such activities [1] Industry Response and Regulation - Leagues and gambling companies are motivated to increase integrity due to consumer concerns about fairness [2][3] - Leagues may welcome external investigations to clear up integrity issues [1] - Limiting prop bets on individual player statistics is a potential solution [4] - States have varying rules regarding prop bets on college athletics [5] Financial Implications - A player making $26 million annually risks their career for potentially a couple hundred thousand dollars [1] - Corporate partnership spending from the gambling industry is nearly $1 billion in the US and over $1 billion globally [8]

Welcome back. A a check on a few big stories that we're following this morning. We're starting with Apple announcing it has begun shipping Americanmade AI servers out of Texas.The servers are a part of Apple's commitment to spend $600 billion in the US. Head of Microsoft's AI unit says the company will not build chat bots for erotica. The company's come a week after OpenAI CEO Sam Alman said this company plans to allow verified adults to use chat GPT for that type of content.Disney is warning ESPN and other ...

All right, stocks up after earnings. It's up over 70% since the government announced it took a 10% stake in the chip maker after earnings. How do you feel about not only Intel, but the fact that it has some backing from the government.Do you see a positive uptrend beyond this report. >> Well, the the report came as a relief and maybe a confirmation to investors that the companies and the US government's efforts to turn their fortunes around have paid off in the latest quarter. This being said, as you said, ...

Inflation & Interest Rate - Headline inflation estimate is 31%, highest since February [1] - The market has largely priced in an interest rate cut at the upcoming Fed meeting [2] - The key focus is whether tariffs are being passed on to higher goods prices, and what happens with services inflation [2][3] - There's a divide among Fed officials regarding concerns about the labor market versus the stickiness of inflation [5][6] - The Fed's guidance on future rates is expected to be limited due to a lack of comprehensive data [9] - A December rate cut is anticipated, especially if the government reopens and data becomes available [14][15] Economic Outlook - Workforce reductions are occurring across different parts of the economy [4] - AI investments are significantly powering the market, with the Atlanta Fed GDP tracker indicating almost 4% growth for the quarter [10] - The economy may be bifurcated, with growth driven by a few sectors and higher-income consumers, making it prone to shocks [11][12][13] - The labor market is expected to weaken, potentially driving more rate cuts into Q1 of the following year [15]

GE Aerospace 业绩与展望 - GE Aerospace 实现了强劲的业绩，有机收入增长高达 26% [3] - 公司上调了全年业绩预期 [3] - 商业引擎和服务部门表现出色，设备收入增长 22%，服务收入增长 28% [6] - 内部车间访问收入大幅增长 33% [7] - 预计全年商业引擎服务收入增长率将达到 20% 左右，高于此前预期的 17%-19% [8] - Leap发动机交付量同比增长 40% [11] - 预计全年 Leap 发动机交付量将增长 20% 以上，高于此前预测的 15%-20% [13] GE Aerospace 供应链 - 关键供应商的出货目标持续改善，连续三个季度完成超过 95% 的承诺量 [9] - 供应链的改善有助于 Leap 发动机交付量的增长 [11] GE Vernova 业绩与展望 - GE Vernova 报告了出色的业绩，实现了显著的有机收入增长和利润率上升 [15] - 积压订单同比增长 15%，超过 1350 亿美元 [15] - 新订单额接近 150 亿美元 [15] - 预计到 2030 年，其综合可服务市场将以 10% 的复合年增长率增长，最终翻一番 [20] GE Vernova 战略 - 收购 Prollex 剩余 50% 股权，以扩大在电气化领域的影响力 [18][19] - 认为小型模块化核反应堆是核电领域安全投资的方式 [22] - 今年已回购 22 亿美元的股票，并计划继续择机回购 [23] 市场反应 - 市场对 GE Aerospace 和 GE Vernova 的最初反应不一，但随后股价反弹 [4][16][17] - 认为市场最初低估了两家公司的价值 [24]

It is time for the lightning round by co and then the lightning round is over. Are you ready. I'm going to start with Leslie California.Leslie >> Jim the book is $14.95% and it goes straight to your Kendall. Buy, sell, or hold. Novartis.>> Oh, come on. Bass is a winner. He's absolutely a winner by the Steelers, by the way, are starting to look really good.I'm a buyer of Novartis. Let's go to Charles in Maryland. Charles, >> yes.Good afternoon. I wanted to uh inquire regarding uh O NQ and a quantum computer ...

Hey, I'm Craver. Welcome to Man Money. Welcome to Cray Friends. I'm just trying to make you a little money. My job is not just to entertain, but to put it in context. So call me 1800743 CBC. Tweet me at Jim Kramer. Bulls waste a huge amount of time shadow boxing the Bears. Yeah, the Bulls are always on the defensive, even when they have the history, the data, and the numbers on their side. How is that possible? I think people just refuse to trust the market. They want to find reasons not to like stocks and ...

Market Performance - GE Aerospace and GE Vernova stocks have increased by over 80% year-to-date, outperforming the market [1] - GE Aerospace experienced initial stock sell-off post earnings, followed by a dramatic rebound [2][4] Financial Highlights - GE Aerospace reported a strong quarter with 26% organic revenue growth [3] - Growth was driven by commercial engines and services, as well as defense and propulsion technologies [3] - Management raised full-year forecast across the board due to strong results [3] Guidance and Outlook - Concerns exist regarding GE Aerospace's implicit guidance for the fourth quarter, potentially due to management conservatism [5] - The company is viewed as well-managed under Larry Cope [5]