Hey, Carl. Uh, I have learned from people familiar with the matter that Blue Owl has decided to call off its private credit funds merger. This is something we've been talking about all week. You all have been talking about all week. This controversial combination of one of its non-traded funds, Blue Owl Capital Corporation 2, with its bigger publicly listed vehicle, Blue Owl Capital Corp. News of the merger, if you recall, restricted investors from redeeming uh from the semi-liquid non-traded fund, the one ...

Obamacare Criticism - President Trump advocates for direct payments to individuals instead of subsidies to profitable insurance companies [1] - Obamacare is deemed unaffordable and irreparable, with premiums significantly increasing [6][7] - The industry argues that Obamacare consolidated the market, reducing choices for consumers [21] Proposed Healthcare Alternatives - The proposal suggests giving subsidies directly to individuals, allowing them to choose plans that suit their needs and rewarding healthy behavior [8][11] - The industry emphasizes the need for competition and choice in the healthcare market to drive down costs [21] - The industry suggests allowing insurance companies to operate across state lines to increase competition [13] Political and Policy Considerations - Republicans aim to remove politics from healthcare policy and involve professionals to create an affordable, free-choice system [18] - Democrats are criticized for using healthcare as a leverage point and for supporting a system known to be flawed [16][14] - Concerns are raised about increasing the number of uninsured individuals if Obamacare is repealed without a viable replacement [20] Profitability of Insurance Companies - The industry questions the rationale behind subsidizing insurance companies that are already highly profitable [4][5] - Some insurance company stocks have seen substantial increases, such as rising from $30 to $330 per share [5] - The industry acknowledges that well-intentioned government regulations can dampen competition and increase healthcare inflation [12][13]

The Trump administration will give Constellation Energy a1 $1 billion federal loan to restart the three-mile island nuclear power plant in Pennsylvania. The White House also announced a nuclear uh deal with Saudi Arabia. Joining us now to give us the latest, energy secretary Chris Wright.Good to see you, Mr. . Secretary. Good morning.>> Thanks for having me, Joe. >> Can't believe it's been is that 40 years. Not quite.uh since it happened and and I was a little bit tongue and cheek earlier with with Andrew o ...

a record in the art world. Got a portrait selling I'm not even gonna mention his name because I can't I don't know how to pronounce it perfectly. Climp $236 million at Sies.It makes uh the painting the most expensive modern work of art ever sold at auction. And who knows more about this than anybody else. Robert Frank.So it's now time for our inside wealth report. The bankers to Warren Buffett and some of the nation's richest families speaking to our own Robert Frank in an exclusive interview. What's going ...

Meanwhile, uh, the Trump administration is going to provide Constellation Energy with a $1 billion loan to restart the Crane Clean Energy Center nuclear plant. That's in Pennsylvania. The site was formerly known as 3M Island uh, Unit One.Stopped operating in 2019, but last year, Constellation unveiled plans to rename and restart the reactor through a power purchase deal with Microsoft to support data center demand. It's expected to begin generating power in 2027. That reactor sits on the same site as Three- ...

Here's five things uh to watch to know ahead of the opening bill. Third quarter results uh are due this afternoon from Bellweather Nvidia. The AI bellweather Congress approving legislation to compel the Justice Department to release all records related to the late convicted sex offender Jeffrey Epstein.The bill will be sent to President Trump for his signature, which he said he will do, will sign. The Trump administration taking another step in its effort to shut down the Department of Education. The depart ...

Before we start the lighting round, I have some very important business to share with you. Have you heard there's a special offer to join the CMEC Investing Club going on right now. Get my exclusive research, access to the Chapel Trust portfolio, and do our moves, of course, before we make them.Simply scan the QR code or go to cmbbc. com/ramerclub to join today. I hope you do.And now it is time. It's time for the lightning round of the course that time playing the sound and then the lightning round is over. ...

Uranium Market Outlook - The uranium sector is viewed as a long-term investment opportunity, with miners and developers aiming to supply uranium for the next 5 to 15 years [2] - The uranium market has been in deficit for the past 3 to 4 years and is expected to remain so until the end of the decade, with inventories currently covering the shortfall [2] - The industry anticipates a tight market for an extended period, emphasizing the need for a long-term perspective [3] Nuclear Energy Expansion - China is currently constructing 33 nuclear reactors, signaling a significant expansion of nuclear power [4] - Globally, 20 countries have pledged to triple nuclear capacity by 2050, while the US aims to quadruple it by 2050 [6] - There's a growing global acceptance of nuclear energy, with a shift towards reframing it as a green and stable energy source [6][7] Factors Driving Demand - Hyperscalers are looking to add 30 gigawatts of power, potentially through agreements with Small Modular Reactors (SMRs) [11] - A significant shift in power demand in the United States is expected to continue, leading to tight markets and support from utilities to meet the needs of hyperscalers [11][12] Government and Regulatory Support - There is a notable increase in government support for nuclear energy, a change from past perceptions of it as a "dirty" energy source [7] - A market shift in bureaucracy is allowing the restart of mothballed reactor sites, such as Three Mile Island [5]

So, OpenAI and into it are looking to turn ChateBT into a full-fledged tax and finance advisor, a striking pivot for a software company that's choosing to partner with the disruptor before it risks getting disrupted itself. So, INT just signed a multi-year $100 million plus deal to run its products on OpenAI's newest models and bring in it powered tools directly into chat GBT. The contract deepens into its use of OpenAI's tech, but it's the in chat GBT integration that's the real shift here because for the ...

United Health and Elevance lower today amid growing worries over a spike in premiums tied to the expiration of Affordable Care Act premium tax credits. The change would affect millions of Americans. Let's bring in Lance Wilks who covers healthc care services stocks for Bernstein Research.Lance has got an outperform rating on United Health and Elevance. Lance, great to have you with us. >> Great to be here.First, I want to I want to get your take on on President Trump's truth social post earlier today basica ...