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China Lens: China's AI toy boom
CNBC Television· 2025-12-18 22:06
Market Overview - The AI toy industry in China is a $4 billion industry [1][2] - There are 1,500 companies in China's AI toy industry [2] - Companies are targeting both the global and domestic markets [8] Product Development and Features - AI toys include AI cats and AI dolls [1] - AI cat uses voice recognition and cloud-based memory to adapt to the owner's needs [3] - AI puppy uses lasers and cameras to map its environment and recognize family members [4] Potential Risks and Limitations - Over-investment in unproven AI ideas could lead to a bubble burst [2] - AI models in toys can "hallucinate" [4] - AI toys may have limitations on answering political questions, especially in China [5][6][7] - Toy companies are implementing guard rails to manage difficult questions and monitor conversations [5][7]
Eli Lilly says obesity pill helps maintain weight loss after patients switch from Wegovy, Zepbound
CNBC Television· 2025-12-18 22:00
Drug Efficacy and Maintenance - Lily's obesity pill shows potential as a maintenance treatment for weight loss, allowing patients to maintain weight loss without weekly injections [1] - Patients in the BGOI group regained approximately 2 pounds (约 0.9 千克) of their weight after one year [2] - Patients in the Zeppbound group regained approximately 11 pounds (约 5 千克) of their weight after one year [2] - The pill helps patients maintain the majority of weight initially lost through injections [1] Market Implications - The pill could play a significant role in the weight loss drug market as a maintenance treatment, potentially increasing drug uptake after approval [2] Pricing and Availability - The exact pricing for Novaortis or Eli Lilly's pills is currently unknown, as it is typically announced post-approval [3] - Initial doses for the pills may be priced at $150 per month for cash payments through the Trump RX direct-to-consumer website, launching in January 2026 [3] - The pricing for higher doses of the pills remains undisclosed [4]
Underlying market trend still deserves 'benefit of the doubt', says Truist's Keith Lerner
CNBC Television· 2025-12-18 21:38
Now, as I mentioned, markets staging a comeback today thanks to cooler inflation data. NASDAQ's the big standout, pushed higher by AI, MAG7, and of course, Micron. Is this a sign we're going to see a rotation back into these names or have investors moved on.Joining me now are Keith Learner from Truest Wealth and Warren Pives from 314 Research. Guys, welcome. Warren, how good was this inflation report versus what some of the fears were out there.Disinflation perhaps. Yeah, thanks for having me, John. I I thi ...
Economists see a lot of flaws in delayed CPI report showing downward inflation
CNBC Television· 2025-12-18 21:30
Some questions now being raised about how much we might trust this print. Our Steve Leeman's looking into that. I'm seeing the Brucellis response this morning.Uh [laughter] dude, that was one flawed report. >> That's one of my bullet points here, Carl. And you guys were just talking about this stocks loving this cooler than expected inflation report.The bond market and economists highly skeptical with many saying changes to the data gathering process. They started gathering data midmon distorted the numbers ...
Micron relieves some pressure on the AI trade: Michael Santoli
CNBC Television· 2025-12-18 21:24
I'll turn to you Mike. What's on your mind as you watch how this market has traded. A nice bounce for tech which really needed it.>> Yeah, we sort of got to exhale a little bit. U so the big pressure has been on the AI trade. Micron gives you a reason to have some of that pressure relieved.And then I don't think there was really a bearish case surrounding CPI, but a downside surprise. You know, however many grains of salt you take it with is still net positive. The the bond markets had a sort of measured bu ...
Core inflation has gone sideways year-over-year in 2025, says Goldman Sachs' Hatzius
CNBC Television· 2025-12-18 21:22
Today's CPI print lighter than expected though muddied a bit by the government shutdown. Goldman's chief economist Yan Hatsius is here at Post9 with what it means for the economy and of course for the Feds. It's nice to see you again.Welcome back. >> Great to see you Scott. >> Do you believe the 27 is real cuz there seems some some question because of the shutdown.>> There are some questions around the shelter numbers in particular and there is more uncertainty of course. So I would discount some of this. I ...
OpenAI's Sam Altman: Google is still a huge threat
CNBC Television· 2025-12-18 21:15
Open AAI's Sam Alman on the record with big technologies. Alex Canowitz in a podcast that has just literally dropped. Alex is a CNBC contributor.He joins us now. >> What a get. >> Thank you.Congratulations. It >> was great to speak with him. >> So this is literally literally hitting what what's the big takeaway for you. >> Uh the big takeaway is of course OpenAI is code in code red, right.They acknowledge they have the competition from companies like Google. Uh but Sam's vision is not to play on Google's fi ...
What U.S. supply chain data shows about the holiday season retail winners and losers: CNBC survey
CNBC Television· 2025-12-18 21:14
The flow of inventories moving out of warehouses into stores or directly to consumers because of e-commerce is a forward-looking indicator of retail category performance as well as a barometer on the state of transports and consumer spending. In the latest CNBC supply chain survey, 63% of respondents said they were moving more holiday related freight this year compared to last year. This is a key indicator for transport stocks because revenues are made or lost on volumes.Respondents said freight volumes hav ...
Acting CFTC chair Caroline Pham to join MoonPay: CNBC Crypto World
CNBC Television· 2025-12-18 21:14
Today, crypto prices are on the rise after the latest read of the consumer price [music] index. Acting CFTC chair Caroline Fam is joining crypto payments firm MoonPay. And Coinbase CEO Brian Armstrong explains the company's new prediction market [music] offering.Welcome to CNBC's Crypto World. I'm Brandon Gomez. Digital currencies are in the green after the latest CPI reading showed inflation rose less than expected in November.[music] By noon Eastern, Bitcoin climbed to just under the $88,000 level. Ether ...
Trump Media announces $6 billion merger with fusion company TAE Technologies
CNBC Television· 2025-12-18 21:00
Trump Media and Technology Group said it will merge with an experimental fusion energy corporation called TAE Technologies. In an all stock transaction valued, they say, at more than $6 billion, shareholders of each company will own approximately 50% of the combined company, which the parties are calling one of the world's first publicly traded fusion companies. And they say that Trump Media's hefty balance sheet is going to help fuel innovation in that fusion energy tech.The company says it's just on the v ...