Mark Mahaney, Evercore ISI head of internet research, joins 'The Exchange' to discuss Mahaney's thoughts on the AI trade, if investors should wait for a pullback and much more. ...

Meta's chief scientist reportedly planning to depart the company to form his own startup. This is amid CEO Mark Zuckerberg's massive AI restructuring. Dear Jabrosa has more on what that exit could say about where Meta is in the AI race.Hi D. Metapots always feels like it's always changing in the AI race. But Yan Lun, this is a really important departure because he is of course one of the most influential, one of the most respected names in AI.His departure. It also follows a number of other senior AI resear ...

Well, we got another 450 on the Dow and we'll see what happens over the final stretch on closing bell. I hope you'll join me. Adam Parker, Lauren Goodwin, Jordan Jackson.It is Veterans Day, of course. Chance Mims and the former New York Giant great Phil Manki of Academy Securities. They are going to be here.We cooked up a little something too for Kovak and Canowitz which I think you'll enjoy and I will see you then. Josh Brown, final trade today is what. >> Uh Philip 66.We have a breakout in progress. uh as ...

Market Performance & Outlook - The S&P 500 is up 36% from the April 8th lows and 16% year-to-date [2] - The economy is growing at 4% and productivity growth is running up 3% [2][3] - Earnings are growing 123%, revenues are growing 8%, both exceeding historical averages of 5% [4] - Fourth quarter growth is expected to be 8-12% cumulatively, suggesting a positive outlook [5] - The market has strong tailwinds, including accommodative global central banks and disinflationary trends [6] Technology Sector & AI - Technology is a key driver of the market, but investors are uncertain about the broadening out of the AI trade [8][12] - Mega-cap technology stocks experienced significant market cap fluctuations, adding $618 billion after losing $800 billion the previous week [10] - The market is differentiating between companies with explicable AI capex strategies and those with less clear paybacks [16] Investment Strategies & Considerations - Investors should consider whether they are overweight in technology and assess the potential for technology positions to be a source of liquidity in 2026 [9] - It's important to use stops and ride the best stocks in the market during the year-end meltup period [21] - There are opportunities beyond AI, with various stocks in uptrends and great technical setups, including commodities and energy stocks [19][20]

All right, pretty nice day. Uh, at least for the Dow, up 370 as you saw. And Stephanie Link, let's get to these moves.The Linkster looked at Starbucks down 26% from its March high and said, "I want some lattes." >> Yes, >> you bought it. >> A little caffeine for the portfolio. >> Okay.So when Brian Nickel was announced to be the new CEO from Chipotle to this company, the stock went up 49%. It has roundt. It's given it all back.And we know what Brian Nickel did at Chipotle. Stock when he was at there went up ...

All right, welcome back. The Josh Brown spotlight is so bright today that it is shining on three, not two, three stocks on his best stocks list. Tell us more.>> Yeah, and I'm going to try to keep this concise uh because I want to make sure we get to all three. Bottom line is this is a tailwind that's probably secular. Uh countries around the world are arming and rearming like we haven't seen in decades.The United States will spend $900 billion alone uh this year, which is an all-time high. Um and we've got ...

Meta's chief AI scientist reportedly planning to leave the company to create his own startup according to the Financial Times as the social media giant undergoes an AI overhaul. For today's tech check, dear Jerosa looking into what the exit might say about Meta's position in the race. Dear Joe, I'm so glad you're taking this up because I feel like it's a really big live debate since earnings.>> It is and there's a lot of implications. So, first of all, Yan Lun, most people know this, but he's not just anoth ...

Production & Deliveries - Boeing's October deliveries totaled 53 airplanes [1] - 39 of the delivered airplanes were 737 Maxes [1] - 737 Max production is increasing from 38 to 42 per month [1] - Boeing is on pace for its best year in annual deliveries since 2018, with 493 total deliveries year-to-date [1] Orders & Backlog - Boeing received only 8 orders in October [2] - Total orders for the year stand at 782 airplanes [2] - The current backlog is 5,911 airplanes [2]

Welcome back. Take a look at shares of Regetti Computing lower this morning after reporting a miss on revenue in Q3. Stocks still up roughly 2,000% over the last year though amid this excitement over quantum computing and the AI boom.Joining us this morning in a CBC exclusive is Betti CEO Subode KC Carney. Sabot, welcome back. It's good to have you.>> Thank you for having me. I wonder how I hope you won't mind me asking how you recommend investors value the shares right now given you're a 10 billion market ...

Welcome back. Take a look at the markets. Major indices mixed.Investors awaiting the possible end of the government shutdown. Beginning to assess the economic impact. Joining us with his outlook is Wells Fargo Investment Institute senior global market strategist Scott Ren with some advice, Scott, on on what to do with the AI trade because there are now questions about whether it's overheated and whether valuations are stretched.And that was last week. Yesterday we had a big comeback. Now, what do you do.Wel ...