Energy was the worst sector today with every component closing lower in the red. Performers include APA, Marathon Petroleum, Philips 66. Why are we seeing such a drastic move lower and will it continue.Joining us now, Bill Perkins. He is the founder, managing partner, and head trader for Skyler Capital, an energy focused fund. And Bill, it's great to have you back on the show.Welcome. >> Thanks. Great to be back.A lot to get into here, but first I do want to start with the move we've seen in crude oil uh an ...

We're in the middle of open enrollment season, right. For most states that started on November 1st. This is a time in which people pick their new health insurance plans for the new year and they have to do so by December 15th in order for coverage to start at this, you know, at the beginning of 2026.So why is it damaging whether for enrolles, insurers, um, and the broader health care system for there not to be a clear answer on these enhanced subsidies right now. Yeah, it's a great question and in many ways ...

Financial Performance - Data Bricks 的收入运行率接近 50 亿美元，增长率为 55% [2] - Data Bricks 在过去 12 个月内实现了自由现金流为正 [4] Market Position & Valuation - Data Bricks 最新一轮融资对公司的估值为 1340 亿美元 [1] - 这一估值几乎是其最大竞争对手之一 Snowflake（市值 750 亿美元）的两倍 [1] Strategy & Future Plans - Data Bricks 计划将自由现金流重新投资于 Agents、数据库和 Lakebase [4] - Data Bricks 专注于投资数据智能应用程序这一新类别 [4] - Data Bricks 不排除明年上市的可能性 [6] - Data Bricks 关注 AI 在各行业的应用，例如软件工程，并认为这种趋势将持续 [7][8] Concerns & Considerations - Data Bricks 担心上市后市场可能要求过高的利润率（30% EBITDA），从而限制其在增长领域的投资 [7] - 投资者对 AI 领域是否存在泡沫表示担忧 [9]

Corweave shares down more than 20% this week alone and yet another example of AI anxiety gripping this market. The Wall Street Journal focusing on that company today. There's the tear.Coreweave staggering fall from market grace highlights AI bubble fears. So for more on where the AI trade is heading, let's welcome in Sun Cho. He is co-head of public tech investing for Goldman Sachs.Good to see you. Welcome back. >> Good to see you as Um, so I feel like this this market is is focused on debt, depreciation, a ...

Well, Warner Brothers is reportedly preparing to tell its shareholders to reject the offer from Paramount Sky Dance as soon as Wednesday. This is according to a report in the Wall Street Journal. Um, and the the ideas that Warner Brothers Discover would be recommending to its shareholders as soon as tomorrow that they support the existing deal with Netflix over the proposal from Paramount Sky Dance.We've reached out to the companies for comment. We have not heard yet. Um but just looking at the shares in te ...

So, should investors still expect another strong year ahead. Well, joining us now is unlimited CEO and CIO Bob Elliot. Bob, it's great to have you on.Actually, want to start right there with that BFA survey. Um, because as Mike Sani has pointed out many times before, when you see this much optimism in a survey like this, it tends to be a contrarian a contrarian indicator. Your thoughts.>> Well, I one of my favorite parts about that survey is highlighting that essentially all bears are dead in the market. Uh ...

I mean, I don't I don't think we have to be in a bubble for the market to say we're going to take a break for a while from the expensive tech stock. I mean, and that has happened multiple times. So, I try to sort of sidestep, you know, the the argument of maybe the riskreward is better elsewhere is not answered by Yeah, but it's not a bad bubble, okay.Because you can still be outside of a bubble or in the bubble in the making or two years away uh and still have the riskreward not look great. We weren't in a ...

the the so-called global trading hours, Ron, would start at 4:00 a.m. each day, end at 8:00 p.m., followed by a 1-hour break for maintenance, testing, and clearing. Is this a good idea? >> Well, I'm not sure. I I I would lean towards no right now, Scott. I mean, if you know, you go back to the origins of the New York Stock Exchange in 1792. They posted price prices twice a day. When I got into the business in 1984, the market opened at 10:00 a.m., closed at 4:00, and when they expanded at 9:30 a.m., there w ...

Reading this study, I found it very disheartening that companies are moving away. The stats are getting worse. It's company, excuse me, companies are moving away from policies around gender equity and are just not making this a priority anymore. In this world we live in where it's this AI battle and battle of hyperscalers and so much money is putting into put into things like AI. Do you think things like DEI are not just being shunted aside, but are just being financially depprioritized because companies do ...

We are getting some news on the IPO front. Our Leslie Picker joins us now with the very latest. Hey Les. >> Hey Scott.Yeah, I wanted to give you an update on the Medline IPO. I am told that bankers, the sponsors, the company are currently huddled together discussing pricing options for this deal. I am told that they're considering and discussing potentially upsizing the offering.However, at this point in time, they are unlikely to price at the high end, that $30, uh, that high end of the range that they had ...