90% plus or minus of the venture capital investment in AI is going into the Bay Area. So that says a lot. And then if you look at the leasing in San Francisco, there's already been about 6 million square feet of new demand that's come from AI companies.And that's clearly helped the market and it because the vacancy used to be higher. You know, it's dropped some. Uh now the AI companies so far have not been necessarily going into the premier buildings downtown.They've been, you know, these companies are grow ...

is ABB CEO Morton Virod as the company wraps its capital markets day. Morton, it's great to have you back on the show. Welcome.>> Thank you. So I I do want to start with this this big question because it is dominating so much of what we're seeing and hearing across the market and across companies and industries and that is uh whether there's frothiness in all of this spending that we're seeing in AI, whether the return on investment is ultimately going to be worth it and whether all of this buildout into AI ...

Healthcare is so unaffordable in the United States, like inexplicably unaffordable. We're not healthier as a result of all the spending we're making. Um, we as a country spend more per capita on healthcare than any other developed country and we have some of the worst health outcomes.Doctors and nurses are burned out. They're leaving the profession in droves. We're having a hard time attracting people to do really amazing work like being primary care doctors in rural areas.we can't find people who want to d ...

I think that humans deserve um to be spoken to and communicated with as though they are um fully uh empowered and enabled as though they are equal because I say to my patients, you know, I'm an expert in these things. You're an expert in you. You're an expert in what it feels like to be you every day.And and you bring your expertise and I bring mine. And mine is by no means more important than yours. I cannot tell you how you're feeling. You can tell me how you're feeling. I can't tell you how this sounds t ...

With AI fears and volatility rising, is it time to look outside the US for better returns. Our next guest thinks so. Elizabeth Burton is Goldman Sachs asset management client investment strategist.Welcome back. >> Thanks for having me. >> All right.So, we I we've spent every day talking about this equity market. You want us to look elsewhere where the returns have been good. >> Yes.We just put out our 2026 outlook is the season for next year outlooks, right. And uh our theme in equities is get out get down ...

Well, you've also got new insights into another belleaguered real estate sector office. An exclusive interview with the CEO of the nation's largest office rate for this week's property play. What were the insights. What were the takeaways.Well, it was a lot, Morgan. Look, we're seeing some encouraging new stats nationally on office. The office vacancy rate fell in Q3 year-over-year for the first time since the start of 2020.That according to CBRE, leasing activity was strong, driven by financial services an ...

It felt to me like we needed kind of a radical overhaul of first of all, what do we believe our jobs are in healthcare. Is my job to sit in a clinic and wait for people to come to me and take care of them the best I can in the 10 minutes I have. Or is my job to actually go out and find people and help understand what's driving their health and their well-being and put in place solutions to help them live healthier lives.And if I believe it is the latter, which I do believe, if I really want to see humans an ...

Strategic Partnerships & Investments - Microsoft's partnership with Anthropic is critical for providing customers with model diversity in AI applications [3] - Microsoft invested 1 billion USD in OpenAI years ago, which has become the AI standard [8] - Microsoft is investing in Anthropic to bootstrap their growth and bring them to a new level of parity [8] Technology & Product Integration - Customers are demanding model diversity for AI solutions, requiring the right model for the right scenario, price point, and quality [3] - Microsoft supports over 11,000 models in Microsoft Foundry, with Anthropic as a key anchor tenant [4] - Microsoft Researcher allows users to work with both GTP5 and Claude, showcasing the differences in responses [5] - Anthropic models will expand into more Microsoft products [4] Market Positioning & Competition - The Anthropic deal aims to balance the AI model landscape [4] - Microsoft wants to ensure companies empowering the future of AI have the right grounding in the market [9]

Joining us more to talk about more of that is the implications for AI for workers. Stephen Bird, global head of thematic and sustainability research at Morgan Stanley's done quite a bit of work in this area. Stephen, thanks for the time this morning.>> Oh, thanks for having me on. >> I want to get to a couple things. One is just the value creation that you see uh being made for the S&P.But when it does come to employment, we've been teasing the segment with this notion of 90% being impacted. Is that a fair ...

The House has just voted overwhelmingly to ask the Trump administration to release all of the files related to Jeffrey Epste. This, of course, has been a big political battle that has played out now on Capitol Hill for months. The measure will now go over to the Senate.Remember, Trump has actually gone kind of given his approval for House members to vote in this way. All but one did. Now for the Senate.Senate Majority Leader Chuck Schumer is saying that he will actually try it we looks like this afternoon t ...