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Barry Sternlicht says he will 'have to' drop employees in favor of AI
CNBC Television· 2025-11-12 21:30
AI Impact on Employment - AI 将以前所未有的速度改变世界,比互联网和工业革命更快 [1] - AI 驱动的聊天机器人可以以每月 36 美元的价格完成 15 人的工作 [2] - 公司正在积极探索如何利用 AI 改变流程并节省成本,这可能会导致就业岗位减少 [3] Unemployment Trends - 18 至 24 岁年龄段的失业率上升,已从 4% 升至 9% [2] - 公司可能会因为 AI 能够完成原本分配给年轻员工的基础研究任务而放缓招聘 [3] Business Strategy - 公司正在积极关注如何改变流程并节省资金 [3] - 公司预计将不得不裁员 [1]
Disney's streaming numbers are most important in earnings, says WSJ's Jim Stewart
CNBC Television· 2025-11-12 21:17
As I said, Jim Stewart was here with us at Post 9 to look ahead to Disney uh tomorrow. The most important thing in your mind is what. >> The the numbers on streaming, the sports, and of course the regular streaming thing.This is like to me it's going to be an incredibly re revealing quarter because the first time Disney is all in on streaming. We've got the regular Disney stuff, Disney Plus, Hulu, and then we finally have ESPN going direct to consumer. So that I'd say the profit and revenue will be less rev ...
Investors view Apple's capital discipline as a strategic advantage, says Plexo Capital's Lo Toney
CNBC Television· 2025-11-12 21:08
For more on the state of the AI trade, let's welcome in Lo Tony. He is Plexo Capital's founding managing partner and we always like when you're here on set with us at Post 9. So, good to see you. >> Good to see you as well.>> I'm just going to get right to what we teased. >> Let's do it. >> The O Apple Open AI, you threw that out there to our producers.You think that's something that's possible. >> So, let's just take a look and step back and set the context. All right.So first of all when you think about t ...
Why enhanced ACA subsidies have been a core issue for the shutdown
CNBC Television· 2025-11-12 21:00
Why have health care costs been at the epicenter of the government shutdown negotiations. >> I mean, essentially, we're having a kind of proxy debate over the high and rising costs of health care and health insurance in the United States. So, the specific issue at the center of the government shutdown has been the enhanced subsidies which were passed by Congress as part of the CO 19 relief package back in 2021.So the way I think about this is that the United States during the pandemic kind of temporarily en ...
Anthropic adds $50 billion to AI’s mounting debt pile with new U.S. data-center push
CNBC Television· 2025-11-12 20:31
A major move in America's AI arms race today with Anthropic. It launched a $50 billion national infrastructure buildout plan and it's all beginning in Texas and New York. Mackenzie Sagalo is joining us now from San Francisco with more.And I guess the question I asked Mac is pretty simple. Where's the money coming from and where's the money going to go. >> And that's a question that I've been asking Anthropic all morning and we don't know yet.Uh so $50 billion. This is pretty notable because it's the first t ...
Bitcoin is the most interesting market trade apart from AI, says WSJ's Gregory Zuckerman
CNBC Television· 2025-11-12 20:30
It's kind of a big deal because Greg Zuckermanman's one of the best writers out there. He's author of six books, two of which were co-written with his sons. So, let's talk more about the story in crypto and more with Greg Zuckermanman, special writer at the Wall Street Journal.Greg, whenever you do something, it's a big deal. Why are you turning your laser focus to Bitcoin. So Brian, to me, this kind of trade is the most interesting one other than AI out there, meaning the companies, the stocks that sold sh ...
Next couple months will be negative for crude oil and energy stocks, says Fundstrat's Mark Newton
CNBC Television· 2025-11-12 20:30
Let's talk about that and more. Joining us now, Mark Newton, Funst Strats, global head of technical strategy, and as by the tie, you can see a fellow VTEC hokey. Great to have you on set, Mark.Thank you. We actually overlap for a couple of years there. Uh, quickly, uh, oil, are you looking at it as a benefit to the equity market or just kind of its own thing.>> It's its own thing. It's completely a supply demand story. Uh, OPEC plus flipped the flipped the script.They went from, you know, deficit to surplus ...
Food4Education CEO on building 'a school feeding economy'
CNBC Television· 2025-11-12 20:30
Hunger is an economic problem. Uh it costs3 trillion the world $3 trillion we lose every single year because of hunger. And Africa loses 16.5% of its GDP because of hunger.When we've created food for education, we've created it as a solution towards solving multiple problems at once. And so school feeding, we call it a school feeding economy that we've created. So the parents are involved where they're contributing the subsidized amount and then governments match and contribute to subsidize the parents and ...
Interest rates are too high and policy is restrictive, says Treasury counselor Joe Lavorgna
CNBC Television· 2025-11-12 20:28
Government Shutdown Impact - The government shutdown negatively impacted the current quarter GDP, preventing it from reaching its expected potential [2] - The shutdown led to a plunge in consumer confidence in the government [5] - The reopening of the government is expected to restore confidence and provide crucial economic data for policymaking [5] Economic Outlook - The economy was robust, with over 4% growth in both the second and third quarters, excluding the federal sector [4] - The administration is optimistic about real GDP growth in 2026 [6] - Lowering interest rates is crucial for increasing affordability, with mortgage rates already at 52-week lows [11] Fiscal Policy & Spending - Federal spending has decreased, with 74% of last year's fiscal deficit occurring under the current administration [10] - Republicans aim to maintain fiscal discipline to lower interest rates [11] - Discussions involve subsidies, including those related to Obamacare, with concerns about eligibility and potential misuse [9][10] Government Funding & Negotiations - A continuing resolution (CR) is expected to pass, providing short-term funding and preventing another shutdown in January [8] - Negotiations are ongoing, with potential disagreements on spending levels and priorities [8][9]
Visa moves deeper into stablecoins by launching new payment pilot for businesses: CNBC Crypto World
CNBC Television· 2025-11-12 20:27
Today, cryptocurrencies are back in the red. The Senate Agriculture Committee released a draft of the long-awaited crypto market structure bill, and Visa's Mark Nelson breaks down the payment giant's latest step forward in stable coin adoption. Welcome to CNBC's Crypto World.I'm Talia Kaplan. Cryptocurrencies are back in the red this morning with Bitcoin falling to the $11,000 level by noon Eastern. Ether's also headed lower, falling below $3,400 and XRP dropped to $2.34%.And taking a look at stablecoin iss ...