Let's bring in Ed Yardi of Yardeni Research. It's great to have you here. Really appreciate it.First top level thoughts about the market today. What do you think is going on. >> Happy days are here again.I mean across the board, everybody's buying buying buying not just stocks but Bitcoin, gold, and uh so the asset a lot of asset classes are doing extremely well. And I I think a lot of that has to do with all this spending that these uh hyperscalers are are planning to do. $650 billion this year is going to ...

Let's bring in CNBC contributor Funst Strats Tom Lee uh who's so timely to speak with not only for DAO 50K and the jump back in tech but also as the chairman of Bitine. Tom, I know you're watching what's taking place in crypto. We're talking about a 7-month low uh for the stock Bit.The Ethereum paper losses, $8 billion. Is this in jeopardy of going into a pretty dark place. Uh, hi Scott.Thanks for having me. Um, you know, Bitmine is designed to be a vehicle that tracks Ethereum prices, but on the upswing be ...

We just crossed above 50,000 on the Dow Jones Industrial Average for the first time. You don't need to comment on that unless you >> Well, he listen he's a former public company CEO was on the board of Oaklow and energy stocks by the way as you know are at record high at many of the oil and gas stocks record high. The solar ETF by the way is at record highs playing into this Dow 50k.This is confidence in American leadership. We have a president in the leader today that doesn't want to end our energy industr ...

Chad, GPT, or Gemini. >> Chad, >> do you use it. >> No.>> Do you think that AI could replace coaching. >> No. >> You said coaching.>> Yeah. >> No. >> Why not.>> Because you got to be like, you got to be hands on. You have to be like, you got to be able to go through the emotions of the game. >> I actually don't have chat with GBT on my phone.>> Do you think there's a chance that AI could replace coaching in the future. >> No. No.Why not. >> Um, I think you need a real coach, like a personal coach, somebody ...

got a couple dollars in in Bitcoin and, you know, a little bit in gold. So, definitely pay attention to it. >> How low do you think it'll go.>> Hopefully not too low. >> What do you think about crypto. >> Uh, man, I'm worried about the Super Bowl right now. I'm not worried about stocks or none of that, you know.I'm enjoying my trip. >> Are you paying attention to the price of Bitcoin. >> I'm not.I don't I couldn't even tell you about Bitcoin. >> What about gold and silver. >> No, I'll be honest.I I'm not to ...

Amazon down big. Meta and Microsoft under more pressure as these capex concerns build after the four largest hyperscalers said they expect to spend more than $600 billion dollars this year alone. But Nvidia CEO Jenzen Wong just told CNBC last hour he's not worried about that.He thinks it's appropriate and that AI demand is skyhigh. >> Demand is skyhigh and there's a fundamental reason for that. We're in the once in a generation infrastructure buildout.This is the largest infrastructure build out in human hi ...

I'm honored to be joined by Jed York, the principal owner of the 40 Niners. I almost stumbled there because it's a recent earlier today, right. Exactly.Used to be the CEO. Now al Guido is the CEO. Of course, jed's family has owned the 40 Niners for years.We'll get into all that. First question I want to ask you, though, is, we're here at Super Bowl week. I heard you say I don't know week or two ago that you lose money hosting the Super Bowl the 40 Niners do.So my question to you is, why are you so eager to ...

So capex really was the story for Amazon. They're going to be spending about $200 billion for this year and they're facing really what is now an uphill battle to prove it's going to be paying off. It was about $50 billion ahead of what Wall Street was expecting.CEO Andy Jasse saying that's going to be predominantly spent on AI. He defended the plan on the analyst call and pointed to their track record of monetizing investment cycles in the past. I think we've also proven with AWS over the years in how we bu ...

So stadium, ball arena, Emirates. >> Can you see these entities going public. >> Absolutely.I think someone will at some point, right. Like because either private equity keeps buying in and you get those raises or at some point someone will say, I want to take this public to get a liquidity event and whether fandom will go. Now the interesting thing is if you imagine KSC going public, do Denver fans buy in. Do LA fans buy in.you know, how do you handle, you know, international exchanges in the UK. Lots of c ...

That's the full scale mockup of the International Space Station. That entire volume will be replaced by Star Lab. 100% of the research volume, 40% of the total volume of the ISS represented by Star Lab here.Starlab is a modern 2030s design. 17 m tall. Get a sense for the scale of now.We're in deck three. This is where the crew is actually going to have their meals. We make this a little bit more friendly to humans to want to live and eat and work in space for long durations.You know, I like to say the Inter ...