bring in Barton Crockett who's a senior analyst at Rosenblat Securities along with Julia Boren. I always love it when we get to sit at the same table together. Julia, let me ask you, when they're talking about being broad, are they trying to be all things to all people at all times.>> I think it's really about general entertainment that's founded with its sort of origin on this this family brand of Disney. And if you look at the strength of this new bundle, they said of new subscribers to their ESPN app, th ...

But your first guest today says don't be deterred. He thinks the S&P 500 will power up next year all the way to 7750. Let's start off a big day with Julian Emanuel, senior managing director of equity, derivatives, quantitative strategy at Evercore ISI.Julian, welcome. One day not a trend make, but do you have a take on what's happening today. >> Well, this is a classic buy the rumor, sell the news.Right. So the market turned last Friday on anticipation of the government reopening and essentially if you look ...

Joining me now to discuss is Chad Banan who's the senior gaming, lodging, and theaters analyst at Mcquaryy. Uh this was expected because we knew they had partnered with CME Group. But the announcement that they're launching in December and have said we're all in on sports betting where we're not already operating legal sports book is maybe somewhat of a surprise because there's been some reticence.State uh regulators have said in Nevada for instance, if you do this, we're not going to give you a gaming lice ...

All right, it is a riskoff day for bonds as well. The government reopens and bond yields, they're going back higher, back above 4.1%. Let's get more now with Rick Santelli in Chicago.You can comment on the Fed bond market as you prefer, my friend. Well, let's start with the 30-year bond auction. It was the last of a three-part series of Treasury supply releases.the 30-year 25 billion completed 125 billion of coupon supply on Monday, Wednesday, and today. Look at the six-hour chart right straight up at 1 Eas ...

Well, I completely agree with with Nefisa that the players should be making more than coaches. There's no doubt about that. Uh the CBA hopefully will bump up their salaries substantially.Um they deserve it. They've earned it. Um what those numbers I I can't throw out a specific number.I don't know the numbers, but they're due for a huge increase um in in salary. And it's got to be, you know, something that that is sustainable. And I think that's the biggest thing you got to remember that this league is stil ...

AI Technology & Innovation - Tencent's 3D world generation model is now industry-leading, signifying a push into AI beyond language models [1] - World models represent a new frontier in AI, attracting major companies and researchers [2] - World models simulate reality, understanding depth, physics, and context from single images, unlike LLMs that describe reality [4] - World models may not require the same brute force GPU power as LLMs, applying learned rules instead of crunching probabilities [5] - Spatial intelligence, teaching machines to understand the world like humans, is a key concept behind world models [6] Market Potential & Applications - World models could open up entirely new markets and change the economics of AI [7] - Potential use cases include real estate (touring houses), interior design, digital twins, manufacturing, and autonomous driving [8][9] Competitive Landscape - Companies like Tencent, Google, Nvidia, and World Labs are actively involved in developing world models [2] - Meta's chief AI scientist is reportedly leaving to focus on world models [2] Cost & Efficiency - A basic 3D model can be generated quickly (within 5 minutes) from a single image, with options for more detailed models at a cost (e.g., $20 for more photos) [3][7][8]

Workers United has launched its strike today at more than 65 stores in over 40 cities after the two sides failed to reach a collective bargaining agreement. The timing is significant. It's Red Cup Day and one of Starbucks's busiest days of the holiday season.The union says more than a thousand workers are set to participate and it is willing to escape as escalate rather. The timing is open-ended. So, there is the potential here for this to stretch.Take a look at all of the unionized stores on this map. The ...

Investment Thesis on ExxonMobil - ExxonMobil has been consolidating since 2022 and is now approaching the upper end of its range, with $125 per share as a potential breakout trigger [2] - Investors can anticipate a breakout due to the dividend yield and low expectations surrounding the stock [3] - Fundamentals for Exxon are expected to improve in 2026, aligning with positive technical indicators [3] - The company returns a significant amount of capital to shareholders and has become very efficient with current oil prices [4] - Potential upside surprises are expected going into 2026 if commodity prices offer support, given the company's low costs [5] Industry Dynamics and Catalysts - Refining margins are improving significantly, and diesel margins are back to 2024 highs, benefiting companies like ExxonMobil and Marathon Petroleum [6] - ExxonMobil has a growth catalyst in the Golden Pass LNG business, a partnership focused on export LNG [7] - The energy sector is starting to outperform, potentially leading to a reassessment of blue-chip names like ExxonMobil [8] - Data center build will benefit the energy sector, suggesting a longer-term positive outlook beyond 2026 [9] - The energy sector is crucial for the next decade, requiring all forms of energy production [10] Portfolio Strategy - One portfolio has a 21% exposure to energy, driven by high dividends and strategic considerations related to data center growth [9] - There is a potential to increase investment in ExxonMobil towards the end of the year [7] - Another portfolio has approximately 7% exposure to energy [11]

Gold is nearing a new all-time high yet again. So it was below 4,000. Now it's above 4,200.We have moves from Bill Baroo. You're buying. These are all new.No, not new. Core mining is new. Gold royalty is new.Agniko Eagle is an ad and Kin Ross is ad as well. So why the new. Tell me about the new ones.Core first. >> Core is new in our main portfolio and it is in addition to a 17 and a half% now holding in our concentrated mining out mining portfolio. Now they acquired New Gold. New gold.This this this is why ...

whether an even greater rotation is coming. Now joining us for the hour Josh Brown, Carrie Firestone, Bill Baruch, Jenny Herrington. We'll check the markets where the big story is, the fact that we are down across the board.And if we throw up what the interest rate complex looks like, that could very well be a culprit today. No doubt about that. As we've got rates Get from the Fed in December.That's that seems to be the story today. No. Yeah.I think it's actually part of a bigger story. And I was talking to ...