All right, CNBC holding its delivering alpha conference yesterday. One major topic of conversation, investing in AI. Leslie Picker joins us right now with the headlines from that.And Leslie, um, that had to be the thing that everybody was waiting to hear about. >> Yeah, we could have had a whole conference just talking about, uh, investing in AI. And we spoke with four different people yesterday at delivering alpha about whether there's an AI bubble or not.And it really seemed like consensus was that no, th ...

Our next guests are announcing a new fund to help address the affordable housing crisis in the United States. Joining us right now is John Hope Bryant who is the CEO of Bryant Group Ventures and founder, CEO and chairman of Operation Hope. Also, Joseph Odding, who is Flagstar Bank president, CEO and executive chairman.And gentlemen, welcome. Thank you for coming in this morning. Uh let's talk about the point of this new fund.Um obviously housing has be become less and less affordable. So what's the point of ...

Let's start first of all with a broad macro question. Is a 50-year mortgage good for the housing market. >> You know, the administration's very admiraable in trying to help the housing market, but at this point in time, you know, getting a 50-year amortization loan wouldn't benefit the housing market too much.uh if mortgage rates just head down towards 6% like it has recently and just stays here for a longer period of time, the 30-year fix is is perfectly fine just to get sales to grow just a little bit. >> ...

Mark, from a portfolio manager's perspective, are you at least a little frightened or have you changed anything about your methodology based upon what you've seen over the last week or so. >> Well, thanks for having me on, Dom. Uh, not frightened at all.The numbers are dictating that you shouldn't be. Um, 83% of S&P 500 names uh beat their earnings in the last earning season. So, um, nothing to be frightened about there.You're you're going to have any serious correction here that those numbers have got to c ...

As we close in on the 6 a. m. Eastern time hour, a check on a few of the stories that we are tracking this morning.Verizon is discussing plans to announce job cuts next week, according to multiple reports, with some suggesting as many as 20,000 positions could be cut. That's roughly 20% of the overall company. The Wall Street Journal is reporting Paramount, Comcast, and Netflix are all preparing to make bids for Warner Brothers Discovery.Comcast owns this network's parent company, NBC Universal. Under Armou ...

We've talked a lot over the course of the last several quarters and maybe even multiple years now about the secular bull run in technology. Is it over. >> Um Dom I I think it's we should expect from time to time profit taking because tech has been a leader for the last decade um and it is overbought.So I think it you know it is going to be from time to time going to show extended weakness but to me the underlying story driving technology which is the productivity miracle coming from AI is still intact. Uh M ...

So you heard Alys's report with regard to the trade dynamic that we're developing with Latin America right now. Ununice Yun just laid out the state of play with China and its economy visav trade. Just how important are the next few weeks and months for this Trump administration in trying to really push through the priorities it has on international trade.>> Extraordinarily important. Um and uh these four new trade agreements I think are a great showing of momentum of the uh importance of using tariffs as a ...

Five things to know ahead of the opening bell this morning. Homeland Security Secretary uh Christy Nome announcing $10,000 bonus checks now for TSA officers who worked without pay during the six-w week government shutdown. She called the payments a reward for exemplary service under strain.And Boeing defense workers have approved a new contract that will end a more than threemonth strike that has delayed the production of fighter jets and other programs. includes 24% wage increases over 5 years. Workers exp ...

All right, time now for the executive edge and a dismal hiring outlook for the graduating class of 2026. The National Association of Colleges and Employers is out with new survey data. More than half of 183 employers surveyed rate the job market for new graduates as poor or fair.That's the weakest outlook since the first year of the pandemic. Companies said the uncertain economic outlook has paused some hiring and shifted preferences to recruits with experience compared to straight out of college. Some exec ...

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