Let's welcome in now CNBC contributor Bunstratz Tom Lee. It's good to have you. Welcome back.>> Yeah, thanks Scott. Good to see you. >> So, so the market obviously assumes that this is all going to happen.The government's going to reopen and we're just going to get back on our merry way in in the stock market. That's certainly what the trade says today. Am I right.Uh yeah, I think there's a certain measure of relief because the shutdown robbed us of visibility on the macro data and of course there's economi ...

Joining us at a power lunch exclusive, Asher Gnut. He is the CEO of cut 8. Asher, great to chat with you.Thank you very much for joining us. Let's talk about this business pivot. Okay, you were on Squawkbox recently.>> Um, what is energy infrastructure mean and how in demand is your power right now. >> Very in demand. We have a ton of demand from AI infrastructure primarily today.But the idea when we built the company at first wasn't for Bitcoin. It was we believe that as technology evolves, it's consumptio ...

We asked Patty Poppy how they navigate a really really narrow road. >> We have a a perfect solution and it's called the simple affordable model. It allows for infrastructure investment that then is offset by operating maintenance cost reductions which we've delivered significant cost savings over the last several years.We have load growth that helps more fully utilize our assets. And then improving credit metrics results in uh lower cost financing that has allowed us to actually lower rates for customers. I ...

Harry Sedaris is the president and CEO of Duke Energy and he is joining us on set and I believe this is your first interview as the CEO at least with CNBC. Correct. >> That is correct.>> Well, I'll try to take Well, great to have you on. Thank you very much for joining us. Listen, North Carolina where you're headquartered.I know you're in a lot of states. You're headquartered in North Carolina. It's always one of the top two or three CNBC top states for business from Scott Cone.You're sitting next to a gian ...

It's a NASDAQ story once again going the opposite direction of how most of last week went. NASDAQ's up one and a half%. So, it's a nice gain there. So, stocks are up, Bitcoin is rebounding, gold is higher. Weiss tech stocks suffered their worst week since the liberation day selloff. $800 billion worth of uh market cap was wiped uh last week. We we have a chart to show you the major companies which saw the >> big selloff. Nvidia, Microsoft, Broadcom, Oracle, Meta, Palanteer, Alphabet, Amazon, the ones that a ...

Bill Baruch, founder & president at Blue Line Capital, joins CNBC’s 'Halftime Report' to detail his latest portfolio moves. The Investment Committee debate the trades. ...

Market Outlook - HSBC chief multi-asset strategist Max Kettner discusses market outlooks [1] Expert Analysis - Max Kettner from HSBC provides insights on market trends [1]

Consumer Spending - Consumer spending is a key topic of discussion [1] - Higher priced tickets are also being examined in relation to consumer behavior [1] Industry Analysis - Morgan Stanley's senior retail analyst provides insights [1]

AI Investment & Strategy - US cloud giants are projected to spend nearly $700 billion on data centers by 2027, while China's major players are expected to spend just under $80 billion [4] - This represents a 10 to 1 gap in capital spending between US and Chinese AI development [4] - Chinese AI models are performing at roughly the same level as American top models despite the massive difference in investment [4] Market Trends & Financial Implications - The AI trade is experiencing a resurgence despite debt-fueled bubble concerns, exemplified by banks reportedly lending Oracle $18 billion for a new data center [1] - American AI development is being financed through private credit and bond markets, contrasting with a focus on efficiency in China [2][3] - The contrast in capital expenditure and financing models could make investors skittish and question the valuations of trillion-dollar promises from US giants [5][6] Company Focus - Oracle's $18 billion debt deal underscores the emerging narrative of AI development being built on borrowed money [1][2] - China's internet giants are about to report earnings, and their capex outlook could highlight the investment gap [5]

Yeah, I mean it's the 60th year of this conference. Morgan, thank you very much. First time that CNBC has been here because so much attention now is around electric and utility and this thing called AI, which apparently we've talked about a few times.We're pleased to be joined now by John Ketchum of Next Area Energy. First interview, by the way, since you guys announced that massive 25-year partnership with Google to restart the Dwayne Arnold nuclear facility in Iowa. So, John, great time to talk to you.Tha ...