Welcome back. The AI trade in real estate becoming more and more entwined with the data center buildout. Billionaire investor Barry Stern, real estate mogul, key player in the space.Our Diana Ollex sat down with Sternlick and joins us now with today's property play. Diana, >> well Sarah Sterling did not mince words in this wide ranging interview, especially when it comes to the impact of AI on his own business. There's no question AI is going to change the entire world and do it much faster than anything we ...

Brent Thill, Jefferies analyst, joins CNBC's 'Money Movers' to discuss his reaction to CoreWeave's most recent quarter, what to make of comments from OpenAI's CFO around the government's engagement with AI buildout, and much more. ...

Economic Impact of Government Shutdown - Government shutdown could reduce economic growth by 1% to 15% this quarter [2] - Some economic data may be permanently lost due to incomplete surveys during the shutdown [4] - The economy is expected to return to a 3% to 4% growth pace by the first quarter of next year [3] Labor Market Dynamics - Alternative data sources indicate a potential spike in layoffs [5] - Labor market indicators suggest a positive trend, but not as strong as the beginning of the Trump administration [6] - Employers are increasingly concerned about the quality of available labor, with a significant 9 percentage point increase in those citing it as their top problem [7] AI and Productivity - AI is significantly boosting worker productivity and firm profitability [8][11] - AI adoption is accelerating, leading to a productivity boom, with current productivity growth around 3% [12] - AI is helping businesses operate more efficiently, leading to record earnings surprises [10][11] Economic Growth and Investment - Year-over-year consumption growth is approximately 6% nominally [16] - There is a substantial capital spending boom, not limited to the AI sector [17] - Tax cuts are expected to increase labor supply and investment [17]

talking about this company called Open Evidence. It's an AI co-pilot designed for physicians to increase accuracy for care of patients. The company says about 40% of the doctors in the US right now are already using the chatbot.The product is free of charge for healthcare providers and is like a chat GPT for doctors. Company has a $6 billion valuation. Open evidence founder Daniel Nadler joins us here at Post 9.Welcome. Good to have you. When Ken Muller says I, you know, met a brilliant founder, you know, w ...

Last week we were talking to Kathy Wood and she, you know, has had a very sort of sky-high um valuation for for Bitcoin. I think it was $ 1.5% million she thought it could ultimately get to. She took that down interestingly last week and suggested that the success of stable coin has become is so much higher than she thought that in some ways stable coins for transactions could ultimately crowd out Bitcoin that might have been used for that.Big big picture we believe blockchain and cryptocurrencies are a sup ...

Wall Street Journal reporting that Anthropic is on track to turn a profit much faster than OpenAI, saying Anthropic anticipates breaking even by 2028, while Open AI forecasts operating losses of $74 billion that year. Joining us now to discuss the outlook for the AI trade is Jack Hittery, CEO of AI and quantum software firm Sandbox AQ. Jack, it's good to have you.Is there any is any reason for for investors to rethink just sort of the the speed to profitability and the payoff around all this spending around ...

Should we worry about stable coins in the following way which is that hopefully if the stable coins are backed by something meaningful like treasuries that effectively takes treasuries out of the game to be lent in a different way. Yeah, I actually worry quite significantly about stable coins from operators that are not banks. Where are the reserves sitting.Is there duration risk for those reserves. Is there credit risk for those reserves. Are those reserves bankruptcy remote.SoFi, the answer to that is zer ...

That was the CEO of Courtweave joined us in the last hour weighing in of course on that company's latest earnings. It is the outlook that perhaps has investors somewhat concerned. You heard his reference to one data center provider not meeting at least what was expected of them.Christina Parsons has more for us and of course that reaction that we're seeing with the stock down. Christina 13.5%. >> Yeah, exactly.That's how it was going to start because shares were originally nine then he went on CNBC. You're ...

Time. The major indices uh erasing most of their losses from last week, driven by some optimism that the government shutdown will end soon, as well as easing concerns about the AI trade. Let's bring in Ed Yardi, president of Yardi Research, still aiming for the S&P to end the year at or maybe close to 7K.Ed, it's good to see you. There was some discussion this morning that the 50-day was tested and held. Uh you know that when you're down three for the week and that's the worst in seven months, it was probab ...

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