AI trades back in the green after that tough week last week comes on the back of a reported massive 18 billion dollar financing deal for an Oracle tide data center in New Mexico. Our dear DOS is looking at that and this new divide in AI for today's tech check. Hey D. >> Hey Carl.So Oracle that's just the latest AI mega debt deal and it really underscores a growing contrast in the AI race at large. Now in the US the AI boom it is being built on borrowed money. massive data centers financed through private cr ...

Uh for more let's bring in Karen Blanchard, lithium solar and clean tech equity analyst at Deutsche Bank. Karen, it's great to have you on and the upgrade for MP materials. Why and why now.>> Great. Thank you for having me. Um why now.Uh look, I think we are finally seeing the stock trading on the fundamental value. Um we have seen obviously a lot of um aphoria and excitement around the stock over the last few months and we really think that now um it's represent a good entry point for investor looking to g ...

Joining me now is Wolf Research's Tobin Marcus. Tobin, it's great to have you on. It's interesting because the managed uh care companies, those stocks are all trading pretty dramatically lower today.Is that the takeaway that these ACA subsidies or at least some sort of vote that gets put into place in time to add stability to that market that that is doomed. >> So certainly there will be a vote uh as uh as we just heard that has been promised to Democrats by uh Senate Majority Leader Thoon, but that vote I ...

CNBC's Becky Quick reports on the latest news surrounding Warren Buffett. ...

All right, we're watching Bitcoin today. Of course, it's trying to bounce after posting its fourth weekly loss in five. It is above 105,000, up about 1%.Bill Baroo, your move is that you bought more Coinbase because you think the worst of the Bitcoin slide is over. >> I I think there's a lot of support at the $100,000 level. Um, but we're also seeing data right now that's telling us that that crypto is becoming a real asset or a diversifier in portfolios.Those were the flows. And we wanted to add Coinbase. ...

Welcome back to the halftime report. I'm Dominic Chu with your ETF edge. Thematic ETF investing has gained a lot of popularity over the last few years and of course artificial intelligence has been a huge driver of those flows.But is AI the only game in town. Joining me now is Ryan Oconor. He's the CEO of Global X ETFs.They do a lot of thematic investing. So Ryan, an interesting point about just how big the AI trade is. How big has it been for you at Global X and just how strong is that dynamic and momentum ...

Market Trends - NASDAQ is up almost 2%, indicating a positive market movement, particularly in AI stocks [1][3] - Capital markets are opening up, suggesting a favorable environment for wealth management businesses [1] Stock Recommendations - Morgan Stanley is recommended due to the opening up of capital markets and its wealth management business [1] - Cisco Systems is highlighted for its momentum, outperforming the S&P 500 with twice the return in the last month, despite approaching earnings [2] - Aluminina is suggested based on past earnings performance and anticipated future growth [3] - FTI is considered a good opportunity for investment after a 15% correction with the market, deemed not fundamentally driven [3] Sentiment Analysis - Sentiment is clearly positive towards Cisco Systems, justifying its fundamentals [2]

In an attempt to make home buying more affordable, President Trump floated the idea of a 50-year mortgage in social media post. In response, FHFA Director Bill Py, who oversees Fanny May and Freddy Mack, posted that they are quote working on it and that it would be quote a complete gamecher. Now, the purpose of a longerterm mortgage would be to lower the monthly payment for homeowners.The longer the term of the loan, the smaller the principal needed each month to pay it off in full. Now, using the latest la ...

Yoni Assia, eToro CEO, joins CNBC's 'Money Movers' to discuss the company's most recent quarter. ...

Welcome back. Shares of Restaurant Brands International higher this morning. The company announcing a new joint venture with a Chinese alternative asset manager to reignite Burger King's growth in China.The goal is to grow Burger King China to over 4,000 restaurants by 2035. Joining us here first on CNBC is Restaurant Brands International Executive Chair Patrick Doyle. It's good to have you back.Welcome, Patrick. Nice to see you. So, what what is what is the ambition here for the China market.Well, I look, ...