And now let's find out what to watch for in those Disney numbers tomorrow morning. Joining us now is Laura Martin. She's NEM's senior internet and media analyst.Has a buy rating and $125 price target. Laura, good to see you. I think it's been three and a half years since Disney last saw 125 and it was on the way down.So what's it going to take to to get it comfortably above that level. >> Um it's going to take moderating losses at linear networks. it's going to take really strong experiences or let's call i ...

Joining me now in a CNBC exclusive, Convault CEO Sanjay Merchandonni. Sanjay, I want to talk to you about your news today and your outlook for 2026. But first, we haven't spoken on air since earnings.So, uh, tell us about this shift in term duration. What's happening beneath the surface with your subscription revenues. >> Hey, John.Yeah, we haven't spoken in a few weeks, but um you know what what what what is happening essentially is that we had a bit of a mix shift between our term license or software and ...

Anthropic is adding another $50 billion dollars to its AI compute bill, announcing a new plan to build massive data centers across the US, starting in Texas and New York. They're partnering with a UK-based firm called Fluidst Stack that is the same NeoCloud provider powering GPU clusters for Meta, Mistral, and Midjourney. The first sites are coming online in 2026 and it adds to an 11 billion campus that Amazon just built for Anthropic in Indiana and a new expansion with Google Cloud worth tens of billions o ...

Market Dynamics & Rotation - 市场再次出现轮动，价值股表现优于廉价股，医疗保健和金融板块领涨 [1] - 德国股市飙升，欧洲金融银行创下历史新高，表明市场并非一片悲观 [5] - 市场广度有所扩展，更多 S&P 500 指数成分股高于其 20 日和 50 日移动平均线 [3][4] Valuation & Investment Strategy - 标普 500 指数基本持平，上涨 4 个点至 6850 点 [6] - 市场估值偏高，远期市盈率为 23 倍，其中科技板块估值最高，市销率达到 11 倍 [6][7] - 建议保持投资组合的多元化，不要只投资于大型科技股 [4] - 看好国际市场，特别是 Velt International [10] Economic Outlook & Sentiment - 消费者信心较低，但市场对经济的预期也很低，这可能为牛市提供支撑 [11][12] - 美联储的鸽派立场和良好的盈利季报表明牛市远未结束 [12] Portfolio Management - Carson Group 管理约 70 亿美元的资产，并建议进行全球多元化投资 [4][5]

Yeah, interesting comments here from Boston Fed President Susan Collins, who is a voter this year. She's saying it's likely appropriate to keep policy rates at the current level for quote some time. Monetary policy, she says, is mildly restrictive and she wants it there.Talks about financial conditions, usually meaning the stock market, she says they're a tailwind for economic growth and economic activity has been holding up quite well. She says additional monetary support risks slowing or stalling the retu ...

AI Impact on Employment - AI 将以前所未有的速度改变世界，比互联网和工业革命更快 [1] - AI 驱动的聊天机器人可以以每月 36 美元的价格完成 15 人的工作 [2] - 公司正在积极探索如何利用 AI 改变流程并节省成本，这可能会导致就业岗位减少 [3] Unemployment Trends - 18 至 24 岁年龄段的失业率上升，已从 4% 升至 9% [2] - 公司可能会因为 AI 能够完成原本分配给年轻员工的基础研究任务而放缓招聘 [3] Business Strategy - 公司正在积极关注如何改变流程并节省资金 [3] - 公司预计将不得不裁员 [1]

As I said, Jim Stewart was here with us at Post 9 to look ahead to Disney uh tomorrow. The most important thing in your mind is what. >> The the numbers on streaming, the sports, and of course the regular streaming thing.This is like to me it's going to be an incredibly re revealing quarter because the first time Disney is all in on streaming. We've got the regular Disney stuff, Disney Plus, Hulu, and then we finally have ESPN going direct to consumer. So that I'd say the profit and revenue will be less rev ...

For more on the state of the AI trade, let's welcome in Lo Tony. He is Plexo Capital's founding managing partner and we always like when you're here on set with us at Post 9. So, good to see you. >> Good to see you as well.>> I'm just going to get right to what we teased. >> Let's do it. >> The O Apple Open AI, you threw that out there to our producers.You think that's something that's possible. >> So, let's just take a look and step back and set the context. All right.So first of all when you think about t ...

Why have health care costs been at the epicenter of the government shutdown negotiations. >> I mean, essentially, we're having a kind of proxy debate over the high and rising costs of health care and health insurance in the United States. So, the specific issue at the center of the government shutdown has been the enhanced subsidies which were passed by Congress as part of the CO 19 relief package back in 2021.So the way I think about this is that the United States during the pandemic kind of temporarily en ...

A major move in America's AI arms race today with Anthropic. It launched a $50 billion national infrastructure buildout plan and it's all beginning in Texas and New York. Mackenzie Sagalo is joining us now from San Francisco with more.And I guess the question I asked Mac is pretty simple. Where's the money coming from and where's the money going to go. >> And that's a question that I've been asking Anthropic all morning and we don't know yet.Uh so $50 billion. This is pretty notable because it's the first t ...