Now, Extreme Networks ringing the opening bell here at the NASDAQ today as the networking solutions company hosts its annual investor day here in New York City. The stock is up 7% this year amid scorching demand for cloud and AI infrastructure, positioning the company to compete with the likes of Cisco and Hillet Packard. Joining us here on set for more is Extreme Network CEO Ed Meer.Ed, great to have you with us. >> Thanks for having me. >> We don't often talk about Extreme, so can you just sort of give us ...

Time for the final trade. Tim Seymour >> Disney. Everyone's shopping.Tim doesn't have a lot to say about it. All right, I'll be brief. I like Uber.It was up a little today, but I still like it. >> I mean, you don't have that much time. >> I have something left to get.>> All right. Core weave. I wouldn't be out there.>> This dip. If Sati Nadella is telling you they can't get enough power and this CEO is telling you they got enough power, I think I'm going to go with Satia. guy rock and roll fans.John Allayia ...

Our next guest says the backdrop for stocks looks quote amazing. CNBC contributor David Zervos is the chief market strategist at Jeffre. David, always good to see you.Thanks for joining us here on set. Um, so nothing has Ch I mean the last time we saw you, you thought it was amazing, too. Nothing has changed in terms of the impact of the government shutdown, the doubts that we're having about the AI trade.Everything's status quo amazing. >> I even tried to say it was pretty good back in April, I think, whic ...

Utilities the third best performing sector so far this year, boosted by AI's voracious appetite for energy. Now companies are spending money to upgrade infrastructure and keep up with AI demand. So what does that mean for our grid system for energy prices.Well, joining us now is Calvin Butler, Exelon CEO with our Brian Sullivan. Brian, >> John, thank you very much. Calvin, good to see you.He is the CEO and president of Exelon and the chair of the EI conference of which we are at. It's a great way to wrap up ...

Kevin Mahn, Hennion & Walsh president, and Joe Davis, Vanguard Global head of market strategy, join 'Closing Bell Overtime' as promises of an end to the government shutdown rally markets into the close. ...

Today, Bitcoin rises after the Senate passes a deal to bring the government shutdown to an end. We explain why the Trump administration wants to allow cryptobacked mortgages. And Sam Callahan with Orange BTC breaks down what's driving Bitcoin's price as the Senate deal brings the government closer to reopening.Welcome to CNBC's Crypto World. I'm Mackenzie Seagalos. Bitcoin is in the green to kick off the week after senators took a critical step toward a potential deal to end the historic US government shutd ...

Joining me now is Tom Hancock, portfolio manager of the fund. And it's great to have you on. And let's start right there.The fact that we are seeing uh a recovery here or a rebound here in some of these big tech names. Does it have legs. >> Yeah, thanks Mark.Well, it's kind of funny, right, to see these stocks where what really matters is how successful AI is, what the end uses are five to six years from now, moving around so much on questions about whether the government reopens in time for there to be Tha ...

Company Strategy & Performance - PG&E employs a "simple affordable model" involving infrastructure investment offset by operating cost reductions, load growth, and improved credit metrics to lower rates [2][3] - The company has lowered rates three times in the last 15 months and plans to lower them again in 2026 while growing earnings at over 9% per year [4] - PG&E has buried 1,000 miles of power lines, reducing costs by $1 million per mile compared to initial projects [5] - Ignitions were down 35% year-over-year due to layers of protection and technology [6] Data Center & Load Growth - PG&E's service area is experiencing load growth due to increased compute demand from AI, which is being priced appropriately so residential customers are not subsidizing large loads [8][10] - The company has a site in Woodland prepared for up to 1 gigawatt of data center load, but most applications are for 100 megawatts, described as "Goldilocks load" [13] - Compute data centers are distributed throughout PG&E's service area, supporting companies like PayPal, Zoom, and Netflix [11] Nuclear Energy & Diablo Canyon - Diablo Canyon nuclear plant provides approximately one-ninth (11%) of California's daily power production [14] - PG&E has a 5-year extension from the state for Diablo Canyon and has received a 20-year operating permission from the Nuclear Regulatory Commission, conditional upon final state permits [15] - Legislative action will be necessary to extend the operation of Diablo Canyon beyond the initial 5-year extension [16][17]

Michael Bapis. I I'll hit you first here as we uh go towards the closure about two minutes, three minutes away or so. You say there's a lot of cautious optimism in markets.I'll give you there's like volatility came back last week, but do you you feel there's a lot of caution. Look, I think one of the key themes that we're looking at is the battle between, you know, consumer spending and consumer consumer sentiment being down and like you just said, strong equity markets. I mean, we're getting to more now wh ...

We're very pleased to be joined here at the EEI Financials Conference, the Edison Electric Institute. Big conference in Hollywood, Florida with Drew Maloney. He is the CEO of the Edison Electric Institute.Drew, thanks for having us here at your conference. >> Ryan, great to be here. >> Looks looks amazing.A record attendance. >> Record attendance. >> Lots of investment bankers, lots of financial activity.I've seen some of the numbers, but on a on a broad scale, give us some of the big numbers in terms of gr ...