Thematic ETF Investing Landscape - Thematic ETF investing has gained popularity, with artificial intelligence being a significant driver of flows [1] - Global X ETFs manages approximately $75 billion in assets, with roughly 20% allocated to thematic investments [3] - Thematic investing extends beyond AI, encompassing data centers, energy (including uranium and clean energy), and LNG [3][4] AI Investment Trends - The AI trade is broadening, with investors seeking targeted exposure through data centers and energy sources [4] - Demand for granular AI investments, such as data centers and energy, is expected to continue growing [5] Defense Technology Investment - Defense technology, particularly SHLD, has seen significant inflows, exceeding $3 billion in net new funds this year [6] - The trend of NATO countries defending themselves and arming up is expected to continue driving investment in defense technology [6]

Market Trends - NASDAQ is up almost 2%, indicating a positive market movement, particularly in AI stocks [1][3] - Capital markets are opening up, suggesting a favorable environment for wealth management businesses [1] Stock Recommendations - Morgan Stanley is recommended due to the opening up of capital markets and its wealth management business [1] - Cisco Systems is highlighted for its momentum, outperforming the S&P 500 with twice the return in the last month, despite approaching earnings [2] - Aluminina is suggested based on past earnings performance and anticipated future growth [3] - FTI is considered a good opportunity for investment after a 15% correction with the market, deemed not fundamentally driven [3] Sentiment Analysis - Sentiment is clearly positive towards Cisco Systems, justifying its fundamentals [2]

Housing Market & Affordability - The Trump administration proposed a 50-year mortgage to improve home affordability [1] - FHFA is considering the proposal, potentially revolutionizing the mortgage market [1] - A longer mortgage term aims to reduce homeowners' monthly payments [1][2] Financial Implications of 50-Year Mortgage - Based on a median home price of $415,200 and a 63% interest rate, a 30-year mortgage results in $2,56 monthly payments [2] - Extending the mortgage to 50 years at the same interest rate would lower monthly payments to $1,823, saving $233 per month [3] - With a 50-year mortgage, homeowners build equity slower and pay 40% more interest to lenders [3] Regulatory & Market Considerations - Implementing a 50-year mortgage requires regulatory changes under the Dodd-Frank Act [4] - Changes to regulations could take up to a year [5] - Increasing housing supply is crucial to combat inflated home prices, regardless of mortgage rates [5]

Yoni Assia, eToro CEO, joins CNBC's 'Money Movers' to discuss the company's most recent quarter. ...

China Market Expansion - Restaurant Brands International (RBI) is forming a joint venture with a Chinese alternative asset manager, CPE, to expand Burger King in China [1] - The goal is to grow Burger King China to over 4,000 restaurants by 2035 [1] - CPE is making a $350 million capital commitment to fuel growth in China [2] - The company's business in China experienced double-digit growth in the third quarter [2] - A local partner will help adapt to the Chinese consumer [6] US Market Performance - Burger King's same-store sales growth in the US was a little over 3% last quarter [6][7] - The company saw some choppiness in October [7] Industry Trends and Value Equation - There's a significant bifurcation in restaurant business performance, largely due to getting the value equation right [9][10] - Companies that have taken too much price over time are seeing consumers turn away [9][10] - The value equation includes great food, restaurant appearance, and service quality [12]

Government Shutdown Impact on Air Travel - Government shutdown is causing significant flight cancellations and delays [2][5] - Flight cancellations are increasing, reaching 4% today, projected to rise to 6% tomorrow, 8% on Thursday, and 10% on Friday in the top 40 airports [3] - Potential for Thanksgiving travel to be severely impacted if the shutdown continues [4] - Over 3,000 delays today due to lack of slack in the system and bad weather, compounded by low air traffic controller staffing [5] Air Traffic Controller Concerns - Air traffic controllers have gone without pay for 38 days, raising concerns about their ability to make ends meet [8][9] - The possibility of future government shutdowns is weighing on the minds of air traffic controllers [8] - The president is considering a $10,000 bonus for air traffic controllers who work [10] Airline Industry Response - Airlines are waiting for official confirmation of the government shutdown ending to restore schedules [2][6] - Airline stocks initially showed some relief but later trended slightly lower [4] - It will take time for airlines to restore schedules to pre-shutdown levels once air traffic controller staffing is certain [6]

All right, this social media post from the president just a short time ago venting some frustration about air traffic controllers. Here's what the president is saying. He says air traffic controllers must get back to work now.Anyone who doesn't will be substantially docked for those air traffic controllers who were great patriots and didn't take any time off for the Democrat shutdown hoax. I will be recommending a bonus of $10,000 per person for distinguished service to our country. For those that did nothi ...

Economic Outlook - The Federal Reserve Governor discusses the impact of the government shutdown on macro outlooks [1] - The Federal Reserve Governor shares his thoughts on the economy [1]

The president posting about the troubles at America's airports from the shutdown. Let's get to Aean Jaffers with some details this morning. Hey, Aean.>> Yeah, Carl. That's right. This social media post from the president just a short time ago venting some frustration about air traffic controllers.Here's what the president is saying. He says air traffic controllers must get back to work now. Anyone who doesn't will be substantially docked for those air traffic controllers who were great patriots and didn't t ...

Government Shutdown Resolution - A bill to reopen the government advanced with bipartisan support in the Senate [1] - The agreement funds specific government sections, including agriculture, SNAP, and veterans programs, through the end of the 2026 fiscal year, while other programs receive funding until January 30th [2] - The deal reverses attempted firings of federal employees during the shutdown and ensures federal employees receive back pay [2] Affordable Care Act (ACA) Tax Credits - Democrats were promised a vote on extending healthcare tax credits, although many opposed the deal for lacking a concrete agreement on these credits [3] - Senator Shaheen stated the deal was the best chance to reopen the government and begin negotiations to extend the ACA tax credits [4] - Discussions are ongoing regarding the extension of Affordable Care Act tax credits, with some Republicans expressing interest in finding a path forward [5] - Republican opposition, particularly in the House, exists regarding voting on anything that continues Obamacare [6] Legislative Process - The Senate may vote as soon as today, and the House could return later this week [5] - The Senate needs to reach a timing agreement, requiring unanimous consent, to move forward [7] - GOP leadership has informed House members to expect to be in session this week [7]