AI Industry Profitability & Investment - Anthropic anticipates breaking even by 2028, contrasting with OpenAI's projected $74 billion operating losses that year [1] - SoftBank's Masayoshi Son may regret selling Nvidia stock, using proceeds to invest in OpenAI [3][8] - The AI trade needs a wider aperture beyond large language models to include sectors like energy, biopharma, and robotics for better investment returns [9][10] AI Applications & Technological Advancements - AI is transforming the Gulf region in both the digital and physical realms [2] - AI for the physical world, exemplified by the Nvidia deal, focuses on creating new battery chemistry catalysts, essential for 80% of manufacturing and the energy industry [4][5] - AI can improve energy efficiency by enabling new battery chemistries to store the 40% of electrons wasted at night in the US [5][6] - Nvidia is rapidly innovating its chips, with new specs and systems like NVQ link being announced frequently [11] - A hybridized scenario involving GPUs, CPUs, and QPUs (quantum processing units) is emerging, with connections between GPUs and quantum computers being established [11][12] Nvidia's Market Position - Nvidia's GPUs and associated software will continue to see strong demand due to AI's expansion into various sectors [10]

Stablecoin Risks - The industry expresses significant concern regarding stablecoins from non-bank operators [1] - Key considerations include the location of reserves, duration risk, credit risk, and bankruptcy remoteness of those reserves [1] Risk Mitigation - SoFi aims for zero credit risk and zero liquidity risk, and is working on bankruptcy remoteness for its stablecoin [2] - Dollar-for-dollar backing does not guarantee the availability of those dollars upon liquidation [2]

That was the CEO of Courtweave joined us in the last hour weighing in of course on that company's latest earnings. It is the outlook that perhaps has investors somewhat concerned. You heard his reference to one data center provider not meeting at least what was expected of them.Christina Parsons has more for us and of course that reaction that we're seeing with the stock down. Christina 13.5%. >> Yeah, exactly.That's how it was going to start because shares were originally nine then he went on CNBC. You're ...

Market Trends & Optimism - Major indices are recovering from last week's losses due to optimism about the end of the government shutdown and easing AI trade concerns [1] - Analyst consensus expectations for 2026 are being raised, indicating positive market sentiment [4] Earnings Performance - Earnings have been phenomenal, with a high-quality meltup based on fundamentals [3] - First and second quarters saw low double-digit year-over-year increases, exceeding initial expectations of low to mid-single digits [4] - Third-quarter S&P 500 earnings are projected to increase by approximately 14%, significantly higher than the initial estimate of 65% [5] Productivity & Labor Market - Productivity is booming, contributing to strong earnings, as evidenced by revised-up real GDP numbers and revised-down labor market numbers [6] - Layoffs are occurring primarily in technology and warehousing sectors, largely driven by productivity improvements [7] - Structural problems exist in the labor market, with slower labor supply growth, but AI and management tools are augmenting productivity, leading to potentially low unemployment rates [9][10] Economic Outlook - The speaker has been optimistic about a "roaring 2020s" scenario since 2020 and feels increasingly confident about it [8][9] - Real wages and household consumption are at all-time record highs, despite some individuals facing economic struggles [13]

President Donald Trump delivers remarks at the Veterans Day wreath-laying ceremony at Arlington National Cemetery on Tuesday. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide. Connect with CNBC News Onl ...

Corweave reporting another record quarter. Revenue more than doubled. I'm giving all the positive stuff.Backlog surged past $55 billion driven by demand for AI infrastructure. So you listen to that and you think, "Wow, this stock must be flying." But you see, there's more to it than that. And that's why I'm glad for first on CNBC interview with Core Wee chairman CEO Michael Intrader.Michael, I appreciate you coming. You don't have to waste time saying hello. Let's just get right to this.Um, okay. So this wa ...

employer plans and individual plans who also don't have access to GLP1s. What can you do to make those insurers and PBMs get these same prices so they can put access for those. >> I'll ask or or Bobby that question would be very it's a good question.>> Absolutely. Many Americans receive their insurance uh through the commercial markets. The companies have committed to ensure that at worst prices are at MFN on GLP1s and are committed to continue to negotiate those prices down based on volume just as they do ...

Welcome back. Six minutes before we get to an opening bell here on this Tuesday. Uh want to talk a little Nike.>> Yeah. And I got a book signing Barnes & Noble 6:30 in Brooklyn uh for how to make money in any market. And this is the one that I'm probably the most defensive about for the club. And the reason I'm defensive about it is because I know very few people who think that Nike can turn.It's very hard to turn a sneaker company. Fortunately, today, Bank of America talks about the pullback making the ris ...

Let's get right to the opening bell in the CNBC real time exchange at the big board. It's neuroscience alto neuroscience using AI to develop medications for neurological diseases at the NASDAQ as you saw before aboard the USS Intrepid, Senator Jerry Moran, chairman of uh Veterans Affairs, and Mona Dexter, VP of military and veteran affairs for Comcast, which has done a lot of good work with veterans over the years. >> Yeah, it's interesting.You're seeing a lot of companies trying to do neurological. Neurolo ...

The Senate on Monday night passed a bill to fund the federal government through January and end the longest shutdown in U.S. history. CNBC's Emily Wilkins joins 'Squawk on the Street' to discuss. ...