wanted to go to the AI world. Um, a little bit of news. I've been following this previously.>> Um, it's XAI, of course, the AI effort of Elon Musk. You're the only one with the big data center in Memphis and the big super cluster that's being an additional one uh being added there. Our viewers may remember uh back on September 19th, I reported on what was a $10 billion raise.It's now 15 billion and it's done uh for XAI. XAI has raised $15 billion. This according to people who are uh familiar with the situat ...

A question being asked across the country. How can I afford my prescription drugs. Prices are skyrocketing.It's a broken system and we need to make sure everyone is paying attention. With some specialty medications costing tens or even hundreds of thousands of dollars per year and prescription drug prices in the US averaging three times more than in other countries, driving people and employers to find a solution. It's such a desperate thing to think that you might not have your medication at all.>> A boomi ...

Well, it's a jailbreak from tech. And where are they going. Well, if you take a look at a stock like Bob Bradley was on the CEO, they've got a new uh really good data about lowering cholesterol, much lower with Rapatha, and it's going to be part of the Trump RX.And this is what they're going to. Now, do I buy the parabolic move. No.But you need to realize that the money's staying in the market. It's just going to places it hasn't been to in a long. >> All right.You see Lily today, fresh all-time high. Talk ...

Financial Performance & AI Orders - Cisco achieved a record quarter with strong performance across geographies, technology areas, and customer segments [4] - Cisco secured $13 billion in AI infrastructure orders from hyperscalers, expecting to double last year's total of just over $2 billion in this area [2][3] Security Business & Accounting - Cisco acknowledges the need for faster progress in its security business [8] - Revenue recognition in security is affected by the shift from on-premise Splunk to cloud-based Splunk, with cloud deals recognized over the contract life [6] - Strong demand is seen in new firewalls and refreshed security products [7] AI & Partnerships - Cisco has a strong partnership with Nvidia, collaborating on AI infrastructure and developing an Ethernet switch with Nvidia's Spectrum X silicon, expected in the second half of the fiscal year [9] - Cisco is expanding its ecosystem partnerships, including collaborations with Middle East sovereign clouds like G42 and Humane [10] - Cisco views itself as a neutral ecosystem partner in the AI space [10] Market Perspective & Future Outlook - Cisco believes that the current AI investment boom is different from the 1999-2000 era, as it is driven by companies with strong balance sheets, cash flow, and profitability [12][13] - Cisco believes it is still early in the AI revolution, with significant potential in physical AI, robotics, and agentic technologies [13][14] - Cisco expresses confidence in the balance of the year, citing the acceleration of its teams' work and the uptake of its silicon strategy in the AI infrastructure space [20][21]

So Arrived is a startup backed by among others Jeff Bezos and Mark Beni off that lets investors buy and sell shares of single family rental homes for as little as $100. So rather than investing in a public REIT, they can build their own portfolio of properties which are managed by arrived. Not only do the properties generate income from rents, but they can appreciate over time.Now because the properties can each be owned by hundreds of investors, they are taxed as REITs. Investors pick and choose homes like ...

Let's get the opening bell on the CNBC realtime exchange of the big board. It's TKO Group and Poly Market celebrating this new multi-year deal. Poly Market will become the official prediction market partner for the UFC and Zuka Boxing.Ari, Emanuel, Mark Shapiro on MAD tonight. >> Yes, indeed. And I know a lot of companies are getting in on this.You know, uh we had Flutter last night and don't forget that's FanDuel. There's it's a crowded market, but it's going to be jump ball. I think David, what I think ma ...

All right, Mad Dash, four and a half minutes before we get an opening bell on this Thursday. I see Dollar Tree there. >> A rare downgrade to sell by Goldman talking about lower income concerns.Basically saying that lower income people aren't even buying not the purchase for 10. You're at Dollar Tree. Now Dollar Tree is very expensive, but they have raised the prices.You know, they have a lot of three to five stuff to buy dollars. But they also rely and this is really important because it's a very non it's a ...

Before we let you go, you are the newly named independent chairman at Verizon for the newly named CEO Dan Schulman. >> Yes. >> Um why the change and what's going to be different at this point.>> Um Verizon has gone from number one in market cap bond ratings and and share to number three. Um and the network isn't as differentiated as it used to be. in large part because everybody's been spending money to put these 5G networks in place.So losing 30% share over the last eight years is an issue. Um and we have ...

one stock. Whatever they say, it's either going. It's either going to rip or go somewhere else.But that's it. >> All right. A new bipartisan report out today from the Council on Foreign Relations.The topic U.S. Economic Security and Strategic Competition in Emerging Technologies. Joining us right now is former commerce secretary in the Biden administration, Gina Raimondo. She co-chairs the task force in charge of that report.And, Secretary, thank you for being with us. Watching Washington these days, it's h ...

Key Concerns Regarding Prescription Drug Costs - The cost of specialty medications can reach tens or even hundreds of thousands of dollars annually, with US prescription drug prices averaging nearly three times more than in other countries [2] - Employers and families are seeking solutions due to skyrocketing prescription drug prices [1][2] - Alternative funding programs (AFPs) source medications from overseas at a fraction of the cost, but these drugs may not be FDA approved [3][7] Risks Associated with Imported Drugs - Imported drugs may be counterfeit, mislabeled, or improperly handled, potentially rendering them ineffective or unsafe [9][10] - Lack of FDA oversight raises concerns about the quality and safety of these medications [7][8] - The FDA has issued warning letters to companies importing counterfeit or mislabeled drugs [10] Legality and Regulatory Issues - The FDA states that importing drugs available domestically is illegal [4][17] - AFPs argue they are facilitating patients' rights under the personal importation policy, allowing a 90-day supply for personal use, but the FDA disputes this [16][17] Insurance Schemes and Employer Responsibility - Some employer-sponsored insurance plans carve out coverage for expensive specialty medicines and contract with AFPs to source drugs from overseas [6] - Employees need to check their specialty medicine coverage and inquire about the source of their medications [14] - AFPs may claim to source drugs from safe countries like the UK or Canada, but drugs may be transhipped from other countries like Turkey [15]