ETF Market Trends - Thematic ETFs were popular until the "Magnificent 7" AI trade gained prominence [1] - Thematic ETFs might experience a resurgence in 2026 due to AI [1] - The discussion covers the variety of thematic ETFs and their impact on the ETF landscape [1] Future Outlook - The conversation includes identifying emerging ETF themes to monitor [1]

ETF Action founding partner Mike Akins says thematic ETFs could be headed for a comeback thanks to the explosive growth of AI. He digs into what's behind the revolution and why he thinks they could also replace sectors. Global X ETFS CEO Ryan O’Connor joins the conversation with CNBC's Dominic Chu. ...

It is time. It's time for the light stock by sub and then the lightning round is over. Are you ready.I don't care money. Let's start with Chase in Illinois. Chase.>> Hey Jim, it's Charlie from Chicago. I'm a longtime listener. Uh looking forward to getting your insights.I know you don't like companies that are free revenue, but a recent IPO that has come across my radar is a financial security company whose technology has a potential to save swift banks over $40 billion a year and has applications in the po ...

Financial Performance - Dutch Bros reported a top and bottom line beat, although the stock initially reacted negatively [1] - Same shop sales were up 57% on a blended average basis [3] - Company-owned same shop sales increased by 74% [4] Expansion and Market Opportunity - Dutch Bros has expanded to 24 states with approximately 1,081 shops [4] - The total addressable market is estimated to be around 7,000 shops [5] - The company has no problem finding and opening new shops [5] - There are no Dutch Bros shops in the Northeast yet, and the company just opened its first shop in Illinois [10] Customer Engagement and Trends - Mobile orders account for 13% of transactions and are growing [11] - The Dutch Rewards program accounts for 72% of transactions [12] - Half of the beverages sold are coffee, while the other half are energy drinks and other beverages [13] - Gen Z customers are drawn to the customized iced drinks and the overall experience [15]

Key Findings on Cholesterol and Heart Health - There is no level of cholesterol that's considered good, except when managed with specific drugs [1] - Lowering LDL cholesterol to a median of 45 reduces the risk of a first heart attack by 36% [2] - Adding Rapatha to optimized therapy prevents first occurrences of heart attack by 36% and shows a strong signal for preventing cardiac death [2] Clinical Trial Insights - The trial unequivocally answers that lower LDL cholesterol is better, even to a targeted median of 45 [3] - Meaningful benefits were demonstrated over the placebo group, which was controlled on what was previously considered optimal therapy [3] - The trial addresses questions that have been on the minds of investigators, physicians, and patients [3]

Company Overview & Strategy - Extreme Networks focuses on enterprise networking, applying AI technology to deliver secure, automated, and visible enterprise networks [3][5] - The company differentiates itself by bringing AI to networking and offering a platform for networking, viewing its smaller size as an advantage over larger competitors like Cisco and HP [5][6][12] - Extreme Networks provides private networking solutions to enterprise customers, including NFL stadiums (Wi-Fi), Kroger (2,800 stores), and the Japanese government [10][11] - The company emphasizes cloud choice and data sovereignty, which larger players struggle to offer [12] Financial Performance & Market Reaction - The stock was up 7% this year amid high demand for cloud and AI infrastructure [1] - The company experienced a "beat raise quarter" but the stock price decreased by 15-20%, possibly due to margin pressure related to supply chain components being used in larger AI networks [9] - Oppenheimer has a $25 price target on Extreme Networks [8] Competitive Advantages - Extreme Networks has a unique "fabric" technology not offered by larger players [11] - The company believes it has the best AI solution and that momentum is shifting towards companies with strong AI offerings [7]

Time for the final trade. Tim Seymour >> Disney. Everyone's shopping.Tim doesn't have a lot to say about it. All right, I'll be brief. I like Uber.It was up a little today, but I still like it. >> I mean, you don't have that much time. >> I have something left to get.>> All right. Core weave. I wouldn't be out there.>> This dip. If Sati Nadella is telling you they can't get enough power and this CEO is telling you they got enough power, I think I'm going to go with Satia. guy rock and roll fans.John Allayia ...

Our next guest says the backdrop for stocks looks quote amazing. CNBC contributor David Zervos is the chief market strategist at Jeffre. David, always good to see you.Thanks for joining us here on set. Um, so nothing has Ch I mean the last time we saw you, you thought it was amazing, too. Nothing has changed in terms of the impact of the government shutdown, the doubts that we're having about the AI trade.Everything's status quo amazing. >> I even tried to say it was pretty good back in April, I think, whic ...

Supply-Demand Imbalance - Increased load and demand are at levels not seen in the last 30-40 years, while the industry continues to operate under 50-year-old rules [4] - Utilities in the PJM marketplace, which do not own generation, are experiencing the greatest imbalance [4] - Vertically integrated utilities, representing 30-40% of the country, are not facing the same issues as they are increasing supply [5] - Customers are bearing the brunt of the supply shortage due to affordability issues [5] Addressing the Shortage - PJM recognizes its shortfalls and is working internally to address them [6] - Governors across the PJM states are collaborating on proposals to increase generation and address customer affordability issues [7][8] - Solutions will require short, mid, and long-term strategies and collective effort [8] Factors Contributing to Increased Demand - Data centers and AI are contributing to increased demand, but are not the sole cause [9] - Onshoring, manufacturing, and the electrification of everything are simultaneously creating a "perfect storm" [10] - Existing generator base is incentivized to maintain current load levels to maximize dollar value [10] Proposed Solutions - Allowing utilities to re-enter the generation business, with state control and management, could provide cost certainty and clarity [11] - Exelon CEO suggests combined cycle gas turbines, community solar, and battery storage as potential solutions [12]

Kevin Mahn, Hennion & Walsh president, and Joe Davis, Vanguard Global head of market strategy, join 'Closing Bell Overtime' as promises of an end to the government shutdown rally markets into the close. ...