Welcome back. China is reportedly advising banks in the country to limit exposure to US treasuries and a sign that the US assets could be less appealing on the global stage. But our next guest just published an op-ed in the Financial Times arguing that while foreign investors have been bashing many US policies, they're still pouring money into American assets.Joining us now is Rockefeller International Chairman Rier Sharma. Obviously, it's topical with this with this report RI that that China's telling bank ...

Data Bricks just announcing a new $5 billion funding round at a 134 billion valuation making it now the fifth largest private company in the US. Our DOSA has more on the numbers in today's tech check. Morning D. >> Hey, good morning Carl.So Data Bricks, if you're not familiar, it's the plumbing behind the AI economy. It takes the messy data inside the world's biggest companies and makes it usable for AI. Its financials, they underpin the latest round that they shared with us, $5.4% 4 billion in revenue run ...

AI agents aren't just writing code anymore, they're building the infrastructure behind it. Databricks CEO Ali Ghodsi breaks down what he's seeing across 20k enterprise customers: vibe coding going mainstream, the collapse of traditional SaaS, and why his company just hit $5.4 billion in revenue growing 65% a year. This is what the AI economy actually looks like under the hood. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.c ...

The last of nearly a billion dollars of holiday returns are made over the weekend with Amazon and Walmart's deadlines passing. Holiday returns are forecast to see an 11% increase year-over-year. And they're becoming a real revenue generator for logistics companies with the average return costing a retailer just about $30 compared to a B TOC delivery at about $12.And that's excluding the cost of sending items to a discounter or moves outside of that physical return. I spoke with DHL's head of returns about t ...

2026 is the new 2016. If you've been online at all lately, you've probably heard this idea and seen the throwback playlist and arguments over bringing back skinny jeans. Google searches for 2016 aesthetic spiked to all-time highs this year.So, this trend isn't just living on your feed, it's also showing up in real interest. But what if we analyze this 2016 trend from a market perspective. Let's focus on retail because people have to be buying these skinny jeans from somewhere, right.For investors, this soci ...

Well, as you highlighted, HIMS cratering while Novo shares pop. The pharma giant filing a lawsuit this morning against the tellahalth company, asking the court to permanently ban HIMS from selling all compounded versions of its drugs, citing patent infringement. The FDA, which referred HIMS to the DOJ on Friday, also threatened legal action.Now, in response over the weekend, HIMS said they would pull their GLP-1 oral medicine that they announced only a few days prior. Novo in the complaint saying, "Other ph ...

Let's talk all things public health this morning, including the fight between Novo Nordisk and hims and hers over GLP-1 drugs. Joining us right now is CNBC contributor Dr. . Scott Gotautle.He is the former commissioner of the FDA and he serves on the boards of both Aluminina, Fizer, and United Health. He's also on the CNBC cures advisory board. And Scott, thank you for coming in today.>> Thanks a lot. >> Uh, break this down for us. hims and hers big splashy announcement last week that they were going to be ...

Joining us right now is Muhammad Ali and chief economic adviser at Aliance, also a warden professor. Muhammad, we're all trying to make sense of these markets. Last week uh for a moment seemed like a blood bath, then things turned around.We got Bitcoin. We're all trying to make sense of of what's exactly happening here. What is happening in your mind.>> So, last week was mainly technical, Andrew. It was a deleveraging that started in the most speculative parts of the market, um silver, Bitcoin, etc. and sta ...

Gentlemen, welcome to all of you. Uh Jay, I'm gonna kick this off with you. Sure, man.Did we have a market rebound on Friday. Yeah. How does that set us up this week.>> Well, it's we're not doing anything to start the week, but that was uh you know, uh one in the tech side, it was a relief rally. That was what we needed. We were a little oversold, especially on the software side of things.And then you look at what's leading this market. You look at what led the Dow. Uh the Dow a third of it made new highs j ...

President Trump telling NBC News he's proud of the US economy and that 2026 is going to be even better. Joining us right now is White House National Economic Council Director Kevin Hasset. Uh good morning to you.There's been a a long sort of back and forth uh about the state of our economy, about how good it is, but also maybe how bad it is and the bad part being what came before during the Biden administration and whether the president now owns this uh this economy. Does the president now officially own th ...