New this morning, TKO Group Holdings and Poly Market announcing a multi-year partnership. Poly Market is going to become the official prediction market partner for the UFC and Zalfpha Boxing. Joining us right now first on CNBC to discuss all of this, jumping into our octagon is Poly Market founder and CEO Shane Coplin.Good morning to you and UFC president and CEO Dana White. Good morning to you. Tell us tell us about this deal, what it means, how it came together.I don't know who wants to start here. Yes. > ...

As you await these results, we always ask analysts like you, what are the things that you want to watch most closely for. So, what are you going to be watching most closely for. Well, >> I think there's there's three things.Um, the first is the market is a little bit nervous about a macroeconomic slowdown. And so, we we can't see any hints of that in in the experiences or formerly known as theme park segment. Second thing we need to see is is is reiteration of the double-digit adjusted earnings guide for fo ...

Robin Hood is betting big on prediction markets and uh artificial intelligence. Joining us now, Steve Quirk, Robin Hood uh chief brokerage officer. What a beautiful chart.Do you just carry around a little piece of paper in your pocket with the the Robin Hood chart on it, Steve. I'm looking at it right now. Good.>> It's mind. It's mindboggling. It really is.We could go back uh could go back to early 2024, I think, would be good. that doesn't really uh do it justice, but uh amazing business is pretty good as ...

Workers across the nation are in the thick of changing, renewing, or signing up for certain health care plans under the current open enrollment period. Millions of people could and actually very likely will see their insurance premiums rise pretty sharply next year. Joining us right now with insights on the current state of the health insurance industry is Mark Berlini. He is the CEO of Oscar Health. He's also the new chairman of Verizon and the former chairman and CEO of Etna, a longtime friend of the show ...

Bin Lom outlining a three-year plan for profitable growth and affirming its annual guidance. The global eye health company hosting its investor day here in New York City. Joining us right now first on CNBC, someone we have not seen in quite some time in person.Brent Saunders is here. Good morning. >> Oh, thanks for having me, Andrew.>> So, the biggest message of this this day, you got a whole day. >> Whole day. >> Whole day.What's the first thing you're going to tell everybody. >> First thing is uh uh finan ...

might be down a little. That might be why the Dow I'm sorry, but that might be why the Dow is a little bit negative at this point. >> We've got him Disney reporting fourth quarter results just moments ago.We're going to get to walk through all of this. Here's what happened. Earnings at $1.11% a share $0.06% better than estimates.Revenue coming in at $22.5% billion. Now that was slightly below expectations. And as Joe mentioned the man is here.Joining us first on CNBC Hugh Johnson's the Disney CFO. Also with ...

Ray Wang, Constellation Research chairman and AI Forum co-founder, joins 'Squawk Box' to discuss the state of the tech sector, old tech vs. new tech, AI sector growth outlook, and more. ...

Labor Market Analysis - The government shutdown in October has created uncertainty regarding the availability and quality of key economic data, specifically inflation and employment figures [1][2] - November employment data collection is delayed and may be of questionable quality due to the Thanksgiving holiday, impacting market understanding of the economy's health [3][4] - Alternative indicators suggest the labor market is holding up, with Brailio Labs showing an increase in total non-farm payrolls and jobless claims remaining low [5][6] - The economy is likely still performing adequately, but a clearer picture may take another month to emerge due to data collection disruptions [6] - Economists are widening their data sources due to the unavailability of regular data from the BLS, CPI, and non-farm payrolls [9] Economic Risks and Federal Reserve Implications - The consensus among economists leans towards labor weakness as a greater risk than higher inflation in the coming months [9] - Job growth slowdown in the past 6 months may be attributed to slowing immigration, impacting labor supply rather than labor demand [10][11] - The Federal Reserve published a paper expecting job growth over the next 12 months to be 30,000, a significant decline due to slowing immigration [12] - The Federal Reserve's ability to address the situation is limited if the issue is labor supply, as opposed to labor demand [13]

Graig Suvannavejh, Biotech & Biopharma Analyst at Mizuho Securities, says biotech’s surge is driven by strong M&A, innovation, capital access, and clearer FDA dynamics, with later-stage firms best positioned. ...

Market Sentiment & Economic Outlook - The market values certainty, and the end of the government shutdown, coupled with the holiday season, creates positive momentum [2] - Despite the unknown economic impacts of the government shutdown, markets are near record highs [1] - Alternative data sources, such as Door Dash data, are being used to understand market trends [4] - Expect volatility to remain a constant factor in the market, similar to the 20% bare market correction earlier in the year [5] AI & Technology Sector - The AI trade has been a significant driver for the markets [7] - There's an insatiable appetite and unlimited spending to build the infrastructure for AI [9] - Discrepancies between investor expectations and the realities of AI infrastructure spending can lead to volatility [9] - Long-term growth is expected in the AI sector, despite potential volatility [10] Client Expectations - Setting realistic expectations for clients is crucial, acknowledging the potential for both great and flat years [4][7] - Controlling expectations regarding volatility is important when managing client funds [6]