AI now unveiling its first model to run entirely on chips from the startup Cabus. It's a sign a company's diversifying beyond Nvidia GPUs. Our Dur Debosa has more on that in today's tech check.Morning D. >> Hey, good morning Carl. So never mind that OpenAI is one of Nvidia's largest customers.This is also part of a larger trend. Google shipped Gemini 3 in December trained and served on its own custom AI chips TPUs. Then you got Chinese AI lab GPU releasing GLM trained on Huawei chips and we know that others ...

Joining us here at Post9 this morning with his take is Lazard Asset Management CIO Eric Vonstren. Eric also served as assistant Treasury Secretary for economic policy under the Biden White House. Welcome, Eric.It's good to see you. >> Good to be with you, Carl. >> Um, so David's been and remains pretty constructive on this notion of a reaceleration.Are you with him. Well, I think we're seeing a lot of upside in the aggregate numbers, but I think the important thing to recognize is that the US economy, its g ...

Airbnb shares are taking off after the company beat on Q4 revenue and posted solid earnings guidance for 2026. Though it did miss earnings estimates, our Sarah Eisen spoke last night with Airbnb CEO and co-founder Brian Chesy in an exclusive interview. >> We outperformed our forecast.We believe that nearly all the outperformance was from innovations. Um hard to, you know, it's always hard to attribute exactly. Um but we think that the vast majority of the outperformance is from innovations and that's why we ...

Welcome back to Squawkbox. We are waiting for the delayed CPI and it is just crossing and an upside surprise here or a downside surprise year-over-year at 2.4% had been expected at 2.5%. Um and I think one of the reasons is this rent of owner's equivalent rent coming in at a relatively low 0.2%.Energy down 1 and a.5% gasoline down 3.2% new vehicle sales up 02. I am looking for the core number. CPI year-over-year 24.X Ford Energy that came in at consensus plus 2.5%. And real earnings were pretty good up 0.5% ...

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Joining us today is Mark Xandy, chief economist over at Moody's, and Jim Pollson, former chief investment strategist at Luthold Group and author of Pollson Perspectives. A great read as always on Substack. Morning, guys. >> Morning. >> Good morning.>> Uh Mark, I know you said you wouldn't take a lot of solace in this week's jobs number, but can you take solace in CPI. >> Uh yeah, I mean inflation is still on the high side. I mean uh you know Carl as you know the inflation numbers are biased lower because of ...

Dunn and Goldman Sachs CEO David Solomon. And of course, let's begin this special. Yeah.What do you think of that. Not bad. Let's begin, though, with a special guest.I guess you'd call him almost a keynote speaker. Treasury Secretary Scott Bessent. Mr.. Secretary, thank you for for gracing us today. Even though I'm out. I wish you could be here, Joe.>> Good to good to see you. And thanks for getting up so early. >> Yeah.You are. Yeah. And work with me on this.If I get a little groggy or my questions don't m ...

Joining me now is Novo Nordisk CEO Mike Doustdar. Thanks so much for making time today. Thank you very much.Great. So I really appreciate the time. And so this year we've seen the explosive launch of your Wegovy pill.But we've also seen an outlook that diverges from your competitor despite the same pricing headwinds. And so what would be your message to investors who feel mixed about the trajectory of your business in 2026. We have, for a while now has been speaking at 2026 will be a different year, differe ...

Let's get uh right to our next guest here at Pebble Beach. David Solomon is chairman and CEO of Goldman Sachs. And you're killing it, David.It's been eight years. >> It's we're in the we're in the eighth year. Joe, >> I think there were a couple years where maybe you wouldn't have wanted to be out here at a at a at a golf tournament maybe.>> Yeah. I mean, I you know, there there there are times when I think it's great to be out here and there are times where you've got to have your head down and and focused ...

Our next guest will weigh in on US China tech competition on tariffs, on AI, and more. Joining us now, former US Commerce Secretary Gina Rando. She's a Council on Foreign Relations distinguished fellow.Uh you're and you're in Munich right now. Is that right. Welcome.>> I am. I am. Good morning.>> Why Munich is the new Davo. We need to see what Joe thinks about. Munich apparently is Davos for the foreign policy set.uh M madam secretary a and they say no fewer than six Democratic presidential primary candidat ...