Market Trends & Investment Opportunities - Several institutions are moving into crypto and private markets, including JPM Coin for institutional clients [1], Morgan Stanley's acquisition of private marketplace Equities, and Charles Schwab's purchase of Forged Global [2] - Robinhood plans to create an AI startup portfolio accessible to "normal people" [1] - Fundrise offers a venture fund regulated by the SEC, allowing the public to invest in top tech companies with a minimum of $10 [3][4] - The trend of companies staying private longer (now 14 years compared to 5 years previously) necessitates democratizing access to private market investments [8][9] Company Performance & Strategy (Fundrise) - Fundrise's platform manages $3.3 billion, with its venture fund holding approximately $400 million [5] - The average investment size is about $10,000, with the average investor in their mid-30s [6] - Fundrise's fund has seen returns of 30% in the last six months and 47% in the last 12 months [10] - Fundrise leverages its position as a tech company with 2 million customers and hundreds of software engineers to understand and invest in AI companies, often as a customer themselves (approximately 80% of invested software companies) [11] Industry Outlook & Challenges - The public markets' demand for predictability can hinder innovation, suggesting a need for AI companies to mature in private markets before going public [17][18] - There is a high demand for AI products and chips, potentially outpacing supply despite significant investments in data centers [14][15] - The speaker believes the AI sector is in the "middle innings" of its growth cycle [14]

Welcome back. Starbucks workers in dozens of cities launching a strike today on one of the most important days of the year for the company. Kate Rogers has that story for us. Morning, Kate. Good morning, Sarah. 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 busiest days of the holiday season. The union says more than a thousand workers ...

Um, you know, you said recently tens of billions of robots, but that's decades away. >> At least one decade away. >> It's got to be more than that. >> It's going to grow very fast.>> Why do you think that. >> I think I think uh humanoid robots will be the biggest product ever. Uh the demand will be insatiable.>> Um you've said that >> everyone's going to want one. It's like basically who wouldn't want uh their own personal C3PO R2-D2. >> No, right.You've said that and you know you your goal you've also said ...

Disney shares uh falling. Uh it was a mixed quarter. The company did beat on the bottom line.It posted a slight revenue miss. Entertainment unit by the way uh helped by streaming uh growth continuing to increase there. Let's talk to Michael Morris, Guggenheim Partners analyst does have a buy rating $140 price target.Michael, what do you make of the quarter. I mean, we're now talking sort of about a back-end loaded year and I guess what investors don't want to wait and see if they actually do deliver what th ...

I am pleased to be joined by Becky Hammon, fresh off her third WNBA title in four years. Are you still celebrating Becky in moments. Yes, but I can tell you, the offseason overall just feels better coming off a win than a loss.So it's been good. You took the job in 2022 the ACES were good when you took over, but you're now nine and one in playoffs. So 900% winning percentage, three titles in four years.As I mentioned, when you took the job, did you expect to win at this level. Immediately, when I took the j ...

wanted to go to the AI world. Um, a little bit of news. I've been following this previously.>> Um, it's XAI, of course, the AI effort of Elon Musk. You're the only one with the big data center in Memphis and the big super cluster that's being an additional one uh being added there. Our viewers may remember uh back on September 19th, I reported on what was a $10 billion raise.It's now 15 billion and it's done uh for XAI. XAI has raised $15 billion. This according to people who are uh familiar with the situat ...

Prescription Drug Costs & Affordability - US prescription drug prices average three times more than in other countries, driving the search for solutions [1] - Specialty medications can cost tens or even hundreds of thousands of dollars per year [1] - Patients and employers are desperate for solutions to afford prescription drugs [3] Illegal Drug Importation - A cottage industry is booming by selling overseas drugs at a fraction of the cost [2] - Importing drugs available and sold in the US is illegal according to the FDA [3] - Illegal drug importation puts American lives at risk [2] Safety & Regulation - The most expensive medicine is one that isn't safe, effective, or high quality, and doesn't meet FDA standards [3]

Well, it's a jailbreak from tech. And where are they going. Well, if you take a look at a stock like Bob Bradley was on the CEO, they've got a new uh really good data about lowering cholesterol, much lower with Rapatha, and it's going to be part of the Trump RX.And this is what they're going to. Now, do I buy the parabolic move. No.But you need to realize that the money's staying in the market. It's just going to places it hasn't been to in a long. >> All right.You see Lily today, fresh all-time high. Talk ...

Financial Performance & AI Orders - Cisco achieved a record quarter with strong performance across geographies, technology areas, and customer segments [4] - Cisco secured $13 billion in AI infrastructure orders from hyperscalers, expecting to double last year's total of just over $2 billion in this area [2][3] Security Business & Accounting - Cisco acknowledges the need for faster progress in its security business [8] - Revenue recognition in security is affected by the shift from on-premise Splunk to cloud-based Splunk, with cloud deals recognized over the contract life [6] - Strong demand is seen in new firewalls and refreshed security products [7] AI & Partnerships - Cisco has a strong partnership with Nvidia, collaborating on AI infrastructure and developing an Ethernet switch with Nvidia's Spectrum X silicon, expected in the second half of the fiscal year [9] - Cisco is expanding its ecosystem partnerships, including collaborations with Middle East sovereign clouds like G42 and Humane [10] - Cisco views itself as a neutral ecosystem partner in the AI space [10] Market Perspective & Future Outlook - Cisco believes that the current AI investment boom is different from the 1999-2000 era, as it is driven by companies with strong balance sheets, cash flow, and profitability [12][13] - Cisco believes it is still early in the AI revolution, with significant potential in physical AI, robotics, and agentic technologies [13][14] - Cisco expresses confidence in the balance of the year, citing the acceleration of its teams' work and the uptake of its silicon strategy in the AI infrastructure space [20][21]

Company Overview - Arrived, backed by investors like Jeff Bezos and Mark Beni off, enables investors to buy and sell shares of single-family rental homes starting from $100 [1] - The company manages the properties, generating income from rents and potential appreciation over time [1] - Properties are taxed as REITs due to being owned by hundreds of investors [2] - Investors can choose homes from over 500 properties in 65 cities, with some properties having more than 1,000 investors [2] Investment & Platform - Approximately 850,000 investors have collectively invested over $330 million in Arrived homes [3] - Arrived is launching a secondary market platform for investors to trade shares of homes, allowing for quick exits or position expansions [3] Market Conditions & Risk Management - The new platform is launching when traditional home buying is stalling and single-family rentals are becoming more expensive [4] - Arrived has become selective about its markets and stopped using long-term leverage [5] - The majority of properties on the platform are owned by investors with 100% equity [5] - For properties with mortgages, the average interest rate is below 4% [5]