AI is accelerating at a pace that I would not have imagined. So you see, you know, AI demand from the hyperscalers, you see AI demand from enterprises and what is the foundation of all of that is compute. And so what is really important for us is to ensure that you know we have the full range of compute.Now as we go into the first quarter, the first quarter is usually seasonally down for us uh because we do have some consumer exposure. And I think the most important thing is we're actually seeing our data c ...

ship there. I now recognize the ranking member of our committee, Mrs. . Waters of California, for five minutes for questions.>> Thank you very much, Secretary Besson. Uh, in the FSOC annual report, you stressed the importance of economic growth to promote financial stability. While you noted many ways you plan to deregulate Wall Street and plant the seeds for another crisis, you said little about the harms of inflation.I find this odd as the president and you have finally began discussing in the media how t ...

the co-host of the Acquired podcast publishing a deep dive into the business of the NFL ahead of this weekend's big game. Join us right now to discuss the Super Bowl and so much more. Ben Gilbert and David Rosenthal.Good morning to you. Um you had published um a whole episode on the NFL. So this is really an an update uh if you will.When did you when did you guys do the first episode >> on the NFL back in the day. >> Before the Super Bowl. >> Three years ago.Yeah. And what so the the biggest thing is I mean ...

shares of AMD, I I don't even want to say taking a hit because the reason why is the stock's up very big in the last few weeks, but it's coming off today. The company beat the estimates. They boosted boosted by the exactly what Dave was talking about, which is the booming data center business, but also and I think we're really going to miss the point and the analysts missed the point badly by the CPU business, which is the business that competes against Intel. We got to learn about both of them because the ...

>> WELCOME BACK TO WORLDWIDE EXCHANGE, THE SOFTWARE SECTOR TAKING A BEATING ON GROWING WORRIES OVER WHETHER AI WILL CHIP AWAY AT THE COMPETITIVE MOAT. THIS SECTOR HAS TRIED TO BUILD AGAINST THE ADVANCEMENT OF GENERATIVE AI TOOLS. PRIVATE EQUITY FIRMS, WHICH HAVE INVESTED HEAVILY IN SOFTWARE IN RECENT YEARS, ALSO SUFFERING IN THE SELL OFF YESTERDAY.BUT LET'S GET THE PERSPECTIVE ON THAT AND SO MUCH MORE FROM SOMEONE WHO'S BEEN AT THE TOP OF THE INVESTMENT GAME FOR MANY YEARS. JOINING ME NOW IS STEVE PAGLIUCA, ...

Joining us right now to talk about the state of investing trading and his outlook for 2026 is Rick Worester. He is Charles Schwab president and CE CEO. He's been on that job for just over a year at this point.And the stock if you want to check it out over that period is up by just over 40% during that time. Pretty sharply outperforming the S&P 500. >> Is that all.>> Yeah. Take a look the stock. There you go.Not bad, Rick. It's a good start. It's a good start.But totally because of your your efforts. >> I th ...

Joining us right now to talk about it is Stephen Parker. He is the co-head of global investment strategy at JP Morgan Private Bank. And Stephen, we're sitting right at market highs for the major averages.And yet, every time uh there's a a little bit of a concern about what might be happening with technology, you do see the pullbacks kind of quickly. Um again, we we are not talking about being far from all-time highs for any of these major averages, but what did you think of the action yesterday in the softw ...

The Senate Committee on Commerce, Science, and Transportation holds a hearing Wednesday on autonomous vehicles. Witnesses testifying at the hearing include: Lars Moravy, vice president of Vehicle Engineering at Tesla; Dr. Mauricio Peña, chief safety officer at Waymo; Jeff Farrah, CEO of Autonomous Vehicle Industry Association; and Bryant Walker Smith, associate professor of law at the University of South Carolina. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g ...

The House Financial Services Committee holds a hearing on the annual report of the Financial Stability Oversight Council with Treasury Secretary Scott Bessent on Wednesday. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Watch CNBC on the go with CNBC+: https://www.cnbc.com/WatchCNBCPlus Turn to CNBC TV for the latest stock market news and analysis ...

Is today's action a sign of genuine investor fear for the future of the AI trade. Are we making too much of this. I just spoke to Jim Kramer in the other in the last hour and he was basically saying, "Jensen tells me the truth. He's always told me the truth. So, I don't know why we're making such a big deal." >> Look, I I think everyone who's involved with Nvidia and AI and certainly those companies are very excited about what they're doing and think they're changing the world that they may in fact be chang ...