Our next guest has been advising Warner Brothers Discovery in this contentious media deal. Roger Alman is the founder and senior chairman of Evercore and obviously a friend of the show too. And Roger, it's good to see you this morning. >> Thanks for having me. >> So talk us through this. We yesterday heard from Sam Dpiaza at the board of Warner Brothers about what he thought uh what the board went through when they were thinking about this. But as somebody who has seen a lot of different offers, what makes ...

President Trump touting his accomplishments last night in his address to the nation. One touching on the ongoing battle over extending Obamacare subsidies happening on Capitol Hill. Joining us right now to talk about this and much more is Republican Senator James Langford.And Senator, thank you for being with us. Yesterday, four moderate Republicans joined the Democrats in kind of pushing to make sure that there's going to be a vote that comes in early January, at least on the floor of the House, to extend ...

Joining us now to discuss the year of IPOs and his outlook for 2026 is NASDAQ President Nelson Griggs. Good morning to you. Congratulations on what was a pretty great 2025.>> Yeah. >> When you think about 2026, people are already speculating about names like Open AI and Anthropic and SpaceX. I mean, we could be in a whole new realm.So, where are we really. And is that uh pie in the sky or is that reality. >> Uh, I think there's a lot of reality there.I think this year we went in probably with higher expecta ...

for some insights and stats on the markets. Let's bring in Ryan Dietrich, chief market strategist at Carson Group. Ryan, good to see you. >> Good to be here.Always enjoy your fine cities. >> Yes. And uh glad to have you uh along with the masses that that come this time of year.>> It's crowded out there. >> Um so if we were to get to a new high in the S&P by the end of the year, we're talking about eight and a half trading sessions until we're done. It's like a 3% move.So I mean, what gives you confidence if ...

LATER. GREAT TO SEE YOU AS ALWAYS, COMING LIVE FROM LONDON. ALL RIGHT.TURNING BACK TO THE US. FOR MORE ON THE MARKETS, LET'S BRING IN ROSS MAYFIELD, INVESTMENT STRATEGIST AT BAIRD. ROSS GOOD MORNING.GOOD TO SEE YOU. >> YEAH. GOOD MORNING.THANKS FOR HAVING ME. >> ALL RIGHT. SO MIKE ROSS MOVING HIGHER.IT'S ACTUALLY OUR BIGGEST GAINER ON THE S&P THIS MORNING UP JUST ABOUT 10%. IT SEEMS LIKE IT'S GOING TO GIVE SOME MORE CONFIDENCE TO THE AI TRADE. BUT IT'S BEEN A BIT WOBBLY.HOW ARE YOU VIEWING THIS MICRON REPOR ...

Consumer Cybersecurity Threats - Cybersecurity breaches are projected to cost consumers approximately $15 billion in the current year [1] - By 2026, the distinction between reality and fake online content will become increasingly blurred, necessitating human verification for consumers [2][3] - The industry has blocked 140,000 AI-powered fake e-commerce websites targeting consumers' finances [4] - Attackers are leveraging AI, including generative AI, to enhance their reach and personalize attacks against consumers [7] - Stolen data from enterprise breaches is being used to create fake identities and trick consumers into divulging personal information [13] Enterprise Cybersecurity Challenges - Companies face a growing number of larger and more sophisticated cyberattacks [6] - These attacks systematically exploit vulnerabilities in AI supply chains and financial systems [6] - Identity is a key battleground for both consumers and businesses [6][7] - The cybersecurity landscape is dynamic, requiring comprehensive, end-to-end security solutions [9][10] Cybersecurity Platform Strategies - The cybersecurity industry is trending towards platform-based solutions to provide comprehensive protection [8][9] - Gen Digital focuses on providing a comprehensive defense for consumers' personal digital footprints across text, voice, and web [10][11] - The company uses AI to predict risks and assess data security for consumers [14]

So, the president came out saying he's trying to fix a mess right now. Uh, didn't really seem to address two of the big issues. Some of the weakness in the job market and the concerns about AI while it's a driver for the economy taking away jobs.Do you think he missed the mark here. What do you think the read is when it comes to voters. >> Right.Um, you know, there are a lot of statistics uh and numbers that he put forward in that speech and yet he still, you know, sort of managed to miss a couple of things ...

Why don't we start off with your word of the day. >> Sure. My word of the day is grounded.We saw a little bit of that yesterday where investors are getting grounded. Thinking about the stock market and that it can't go on forever with double-digit returns. So, taking a pause, taking a breather, taking some profit taking, but investors really being discerning and asking the right questions and when do we see the benefits of AI.What are the use cases for it. How long will it take. What's the ROI.So the word o ...

Market Overview - Crude oil market is experiencing a battle between geopolitical risks and fundamental oversupply [1][3][4] - Geopolitical risks, including those involving Israel, Iran, Russia, Ukraine, and Venezuela, have not resulted in significant supply reductions [2] - The market is significantly oversupplied, with demand growth for 2025 projected at 1 million barrels per day, while non-OPEC supply is growing at 160% million barrels per day [3] - Fundamentals have won the battle for 2025, with crude down over 20% [5] Demand and Supply Dynamics - Demand has outperformed expectations this year, projected to grow by around 1 million barrels per day this year and potentially 120% million barrels per day next year [8] - If geopolitical risks fade and demand weakens due to global growth risks, crude could test $50 WTI, potentially even $40 [8] - US producers are unlikely to cut back dramatically at the current crude strip, with a more significant response expected $5 lower [13] US Shale Producers - For most US shale producers, $55 is the level where some barrels start to become uneconomical, accelerating drastically below $50 [10] - At current price points, a potential 50,000 to 100,000 barrels per day of production might come off [11] - US producers continue to improve efficiency and drive down break-even points [11][12]

is joining us right now on the hottest holiday toys is editor-inchief of the Toy Insider, Marissa Silva. Marissa, I am a little worried that if we've waited till now, we're not going to be able to get the hottest toys. How late are we? Um, and what what can you tell us about what's really hot right now? What what you want to be making sure you have? Yeah, you you are definitely a little a little behind the game if you're just starting your holiday shopping, but there are tons of hot toys still available on ...