All right, welcome back. The Josh Brown spotlight is so bright today that it is shining on three, not two, three stocks on his best stocks list. Tell us more.>> Yeah, and I'm going to try to keep this concise uh because I want to make sure we get to all three. Bottom line is this is a tailwind that's probably secular. Uh countries around the world are arming and rearming like we haven't seen in decades.The United States will spend $900 billion alone uh this year, which is an all-time high. Um and we've got ...

Meta's chief AI scientist reportedly planning to leave the company to create his own startup according to the Financial Times as the social media giant undergoes an AI overhaul. For today's tech check, dear Jerosa looking into what the exit might say about Meta's position in the race. Dear Joe, I'm so glad you're taking this up because I feel like it's a really big live debate since earnings.>> It is and there's a lot of implications. So, first of all, Yan Lun, most people know this, but he's not just anoth ...

Production & Deliveries - Boeing's October deliveries totaled 53 airplanes [1] - 39 of the delivered airplanes were 737 Maxes [1] - 737 Max production is increasing from 38 to 42 per month [1] - Boeing is on pace for its best year in annual deliveries since 2018, with 493 total deliveries year-to-date [1] Orders & Backlog - Boeing received only 8 orders in October [2] - Total orders for the year stand at 782 airplanes [2] - The current backlog is 5,911 airplanes [2]

Quantum Computing Industry Overview - Quantum computing is expected to fundamentally change computing, offering speeds a million or even a billion times faster than conventional computers while consuming less energy [3] - The industry is currently in the R&D stage, focusing on perfecting the technology and is not yet ready to replace conventional computing [4][5] - Quantum advantage, where quantum computers demonstrably outperform classical computers in performance or cost, is estimated to be 3-4 years away [8] Regetti Computing's Strategy and Outlook - Regetti Computing's CEO emphasizes a long-term investment perspective in quantum computing [3][5] - The company is working towards a hybrid computing ecosystem where quantum computers coexist with CPUs and GPUs in data centers [8][10] - Regetti Computing anticipates quantum computers will handle simultaneous computing tasks in data centers, complementing the sequential computing of CPUs and parallel processing of GPUs [11][12] Deals and Commercialization - Regetti Computing is engaging in multi-million dollar deals with government and commercial entities interested in researching quantum computing [13][14] - These deals allow customers to gain hands-on experience with quantum computing algorithm development and fundamental research [14] - While some customers are exploring on-premise quantum computers, no one is yet using them for production workloads [14]

Welcome back. Take a look at the markets. Major indices mixed.Investors awaiting the possible end of the government shutdown. Beginning to assess the economic impact. Joining us with his outlook is Wells Fargo Investment Institute senior global market strategist Scott Ren with some advice, Scott, on on what to do with the AI trade because there are now questions about whether it's overheated and whether valuations are stretched.And that was last week. Yesterday we had a big comeback. Now, what do you do.Wel ...

Welcome back. The AI trade in real estate becoming more and more entwined with the data center buildout. Billionaire investor Barry Stern, real estate mogul, key player in the space.Our Diana Ollex sat down with Sternlick and joins us now with today's property play. Diana, >> well Sarah Sterling did not mince words in this wide ranging interview, especially when it comes to the impact of AI on his own business. There's no question AI is going to change the entire world and do it much faster than anything we ...

Brent Thill, Jefferies analyst, joins CNBC's 'Money Movers' to discuss his reaction to CoreWeave's most recent quarter, what to make of comments from OpenAI's CFO around the government's engagement with AI buildout, and much more. ...

Economic Impact of Government Shutdown - Government shutdown could reduce economic growth by 1% to 15% this quarter [2] - Some economic data may be permanently lost due to incomplete surveys during the shutdown [4] - The economy is expected to return to a 3% to 4% growth pace by the first quarter of next year [3] Labor Market Dynamics - Alternative data sources indicate a potential spike in layoffs [5] - Labor market indicators suggest a positive trend, but not as strong as the beginning of the Trump administration [6] - Employers are increasingly concerned about the quality of available labor, with a significant 9 percentage point increase in those citing it as their top problem [7] AI and Productivity - AI is significantly boosting worker productivity and firm profitability [8][11] - AI adoption is accelerating, leading to a productivity boom, with current productivity growth around 3% [12] - AI is helping businesses operate more efficiently, leading to record earnings surprises [10][11] Economic Growth and Investment - Year-over-year consumption growth is approximately 6% nominally [16] - There is a substantial capital spending boom, not limited to the AI sector [17] - Tax cuts are expected to increase labor supply and investment [17]

Company Overview - Open Evidence is an AI co-pilot for physicians designed to increase accuracy for patient care [1][2] - The company has a $6 billion valuation [1] - Google is one of Open Evidence's largest investors [9][10] Product & Technology - Open Evidence is a free AI chatbot for healthcare providers, similar to ChatGPT, assisting doctors in making clinical decisions [1][2] - The AI is trained on peer-reviewed medical journals from sources like the New England Journal of Medicine, the American Medical Association, NCCN, and the ACC [13] - The company emphasizes that doctors are always the "last mile," making the final decisions, similar to the philosophy behind the Bloomberg terminal [5][6] Market Impact & Usage - Open Evidence claims that about 40% of doctors in the US are already using the chatbot [1] - More than 100 million Americans will be treated by a doctor using Open Evidence this year [3] - In October alone, there were 17 million AI clinical consultations from logged-in, verified US doctors and other healthcare professionals [3] Competitive Advantage - Open Evidence focuses specifically on providing accurate medical answers to physicians at the point of care, unlike larger AI labs that build AI horizontally [11][12] - Strategic partnerships with leading medical societies and training on gold standard medical knowledge provide a competitive moat [13][14] Industry Trends & Challenges - The US government is projecting a shortage of 100,000 doctors by the end of the decade [7] - Doctors are facing burnout due to excessive medical information and patient loads, creating a need for force multipliers like AI [7][8]

Last week we were talking to Kathy Wood and she, you know, has had a very sort of sky-high um valuation for for Bitcoin. I think it was $ 1.5% million she thought it could ultimately get to. She took that down interestingly last week and suggested that the success of stable coin has become is so much higher than she thought that in some ways stable coins for transactions could ultimately crowd out Bitcoin that might have been used for that.Big big picture we believe blockchain and cryptocurrencies are a sup ...