A social media site where only AI agents are allowed going viral in tech circles this weekend. Moltbook which has already seen AI bots conversing, organizing, sharing stories about quote their humans. Our dear DBosa has more on that in today's tech check.Morning D. >> Hey, good morning Carl. It's hard to look away from it even if a lot of it does become unsettling.It's also worth noting that humans are banned from posting. We can however read the post and see things like this. An agent who named himself Dun ...

Kevin Worsh's expected nomination, the Fed chair, has been met with high praise from those who think the Fed has made big mistakes and worse has better ideas and can fix them, but also been met with deep concern about potential far-reaching changes at the Fed, uncertainty and rhetoric that for some has not always been entirely consistent. On the key issue of Fed independence, Borch has been a strong supporter. Says a less active Fed will be more independent from Congress.The risk here, a few Trump appointee ...

Not everyone though is a fan of the president's pick. 314 Research co-founder Warren Pi is writing on X that Kevin Warsh was the worst pick of the four candidates and will not garner trust from the market. Warren joins us this morning to talk more about that.Warren, appreciate the time as always. Good to see you. >> Good to see you.>> Uh you're not alone either. I think Ren Mack has been fairly critical. What do you think is the problem with this pick.Yeah, I I as I laid out there, I think that he is workin ...

Warner Brothers. Guys, we got a new amended proxy. Why am I mentioning that.It was filed this morning around 8:30. Because the timeline is moving quickly here on Warner Brothers Discovery and that shareholder vote that is the center of course of what are still Paramount's hopes to get current Warner Brothers Discovery uh shareholders to vote down the Netflix deal. By the way, you're not voting on a Paramount deal. You're just simply going to be voting on a Netflix deal up or down.that vote is coming closer ...

joining us now on what the charts, what the technicals uh are indicating in the markets, Katie Stockton and Fair Lead Strategies, a founder and managing partner. I said the same thing to Tom Lee. You you both were looking for some near-term um angst I think in equities and and not a a move higher. And I think it sort of confirmed what what you were uh looking for.Is it um we still in that period. >> I think so. Yeah.I mean, January was pretty firm for the major indices and we had this tugofwar almost, right ...

We might need a groundhog here to tell us exactly when the shutdown's going to end. Tomorrow is Mike Johnson's hope, but the fact of the matter is that the votes might not be there. You know, Johnson, he initially hoped to be able to fasttrack this bill that passed the Senate last week with a strong bipartisan majority tonight, but then House Democratic leaders signaled that many of their members are set to oppose the bill.That means Republicans are going to have to see if they can move it with their razor ...

Joining us now is Tom Lee, Funstrat, uh, head of research. I'm not going to say that u that that you didn't call this Tom because it was the beginning of the year you were talking about did you use the word uh speed bumps or volatility or I don't know what it was, but you also said that it a lot of it could be based on things coming out of Washington that the market was going to be held hostage of that to some extent. Is is this worse than you expected or pretty much uh what you were thinking.>> Um well and ...

I think the board has really been very transparent about this process. I also think they've been very diligent. Uh James Gorman and and the entire board I think have spent an enormous amount of time on this.They previously said they would make a decision in the first quarter and they they're going to in in my estimation. The one thing I do want to add though is whomever the the new CEO is, they're getting a business that has a lot of momentum. If you go back to what Bob said a couple of years ago in terms o ...

So Whimo reportedly set to close a $16 billion round as soon as this month, valuing the business near $110 billion. Alphabet is expected to supply most of that capital with new names like Sequoia, DST Global, and Dragon now in the mix in a round that is said to be three times oversubscribed. Now Whimo won't discuss the financing, but its spokesperson pointed to traction.More than 20 million trips completed so far, and that's what these private market investors are paying up for. commercial scale, a fair cha ...

Oracle, yes, revealing plans to raise about $50 billion this year, a combination of debt and equity. Now, Oracle says the capital will be used to fund its massive data center commitments for customers like OpenAI, Meta, AMD, and Nvidia. The financing plan is unique in that it does include equity, an at the market offering of 20 billion that it can exercise at any time in the near future.We've seen a number of tech companies in recent months raising debt to fund the artificial intelligence buildout. But this ...