um hyperscaler debt, it remains a big story. What can I tell you. I mean, there are more people who are putting out notes uh about it today and making comments on social media.I'm going to go through a couple because we always cite Michael Hartnet of Bank of America when he puts out notes related to the market. He says that being short hyperscaler bonds is a top trade for as their spreads have widened while cash flow has become insufficient to finance the AI buildout. He looks at the flow show note from Fri ...

Emily Wilkins is there with the latest. Hi Emily. >> Hey Courtney.Well, we are just hours away from a vote that at this point is expected to end this shutdown after 43 days. Uh we know that House members are back. We know that optimism is very high among leadership that they are going to have the votes.You saw President Donald Trump come out and already congratulate De Republican leaders on getting this one done. Now, we know that things are going to be tight just because of course it's the House. you have ...

Well, those 10-year notes are up for auction. Rick Santelli is tracking the action at the CME and obviously a lot of attention in general on debt, Rick. >> Yes, a lot of attention, especially with yields moving down.Uh we're at levels that we haven't seen on a closing basis in tenure in about two weeks. So, what do we have today. The second leg of 125 billion in a refunding.This was uh a total of 42 billion primary auction 10-year notes and the yield 4.074%, 074 which was about a half a basis point higher t ...

If you look at the sectors this week, healthcare is up four and a half%. Materials are up three. Financials are up two and a half.Comm services and tech doing just fine. Doing just fine, but they're not the best two or three. They are not.So today we have 30 new S&P 52- week highs. Of those 30 highs, 27 of them are nontechnology. Goldman Sachs, Morgan Stanley, JP Morgan, Gilead, these are the names.American Express, Amgen, you do have your Crowd Strike, your IBM, and your Seagate. So, the battleship of mome ...

again. So, buying Nvidia in your ARS portfolio and trimming Broadcom. >> Yeah, >> that's why >> it's I would say portfolio management.What we we're supposed to do is buy low, sell high, and we bought Avago um Broadcom in June of 2024. The stock is up 160%. Since we bought it, so it's long-term.It's become a big position. We've added to it some along the way, but we have big gains. We didn't own Nvidia.We are holding our chip position. We're increasing it overall, >> but it makes sense to have both. We think ...

All right, 3:00 Eastern. We're going to see if we close on the Dow above 48,000 for the very first time. Brian Bellski, Cameron Dawson, Lo Tony, among the gang joining me in just a couple hours and I hope you will be there as well.Final trades, Steven Weiss, >> Taiwan Semi, Taiwan Semi should be higher today based upon will iter Come on, that's not higher. I'm talking up 20%. >> 20% >> I'm only kidding.But it will trade higher into the Nvidia call and uh if it's >> going lower as you're talking >> it was >> ...

Art Market Rebound - The art market is expected to rebound with high-profile pieces going to auction, potentially marking the first increase in over three years [1][2] - Expected art sales next week are valued at over $14 billion [1] - This represents a 58% increase compared to the previous year [2] Factors Influencing Demand - Rising stock prices, growing wealth creation, and falling interest rates are expected to boost demand in the art market [2] - Auction houses are experiencing record demand levels, including bidders per lot and sell-through rates [3] - Supply is catching up with demand, indicating a shift in the market over the last two months [3] Key Collections and Artists - Major collections from Cindy and Jay Pritsker and Leonard Lauder are coming up for sale [4] - These collections include three Gustav Klimt paintings, with one portrait potentially selling for over $150 million [5] - Other notable pieces include a Monet water lily (potential sale over $40 million) and a Rothko called Yellow Stripe (potential sale over $50 million) [5] - Mauricio Catalan's America, a solid gold toilet, is generating significant interest, with the gold itself worth around $13 million [6] Challenges and Competition - Increased interest rates have raised the opportunity cost of owning art [7] - Demographic shifts, such as aging baby boomers, are impacting the collector base [7] - Alternative investments like private credit and sports valuations are providing competition for art [8] - Luxury collectibles like sneakers and handbags are attracting younger collectors [10]

Of course, there's the energy question. Uh, can the energy supply required meet the demand. Our next guest is out with a new report projecting up to a 20% shortage of US power for data centers through 2028.Joining us this morning, Morgan Stanley's global head of thematic research, Steven Bird, is with us. Stephen, welcome back. It's good to see you again.>> Thanks so much, Carl. Thanks, Sarah. >> So, is this going to get worse before it gets better.My concern is you can run into so many different snags when ...

back. New reports saying the Trump administration is looking at rule changes that could have big implications on shareholder voting. Leslie Picker has that story.I'm so curious how this how this got onto their agenda. Leslie. >> Yeah, Sarah.It's something that corporate America has been lamenting about for quite some time, but these reforms reportedly target so-called proxy advisory firms. Think institutional shareholder services, Glass Lewis. These are firms that research and advise shareholders on corpora ...

Take Lockheed Martin, the nation's largest defense contractor. By revenue, 20% of the workforce are veterans or even active service members. They've won countless awards for this, and it goes all the way to the top.Jim Taylor is a graduate of the Air Force Academy. We went out there. What an amazing place.He served during the Gulf War, logging over 5000 flying hours, mostly in a Lockheed C-141b Starlifter. So why is veteran hiring so important to Lockheed. And how important is this company to our national d ...