Our next guest says he's bullish on global tech and predicts that the future generation of tech winners will emerge outside of the US. Joining us now is Binit Katthari, founder and managing partner at Techne Capital Management with $1.2% billion under management. Be great to have you with us.>> Thank you for having me, Melissa. >> So, what is the primary reason why you're looking outside. Is it the valuation differential that we're seeing outside versus here. Is it the where we are in the AI cycle.Can you w ...

Details today from an OpenAI all hands meeting where leadership doubled down on the push toward their enterprise business and an IPO. What does it mean. Kate Rooney has more in today's tech check.Kate, hi Kelly. So that was the message from Fiji Simo. She's open's CEO of applications.I spoke to somebody who was in the room at her employee all hands last week. The source says that she really emphasized why their enterprise business is so important. This was two employees.She really tried to rally employees a ...

Let's bring in CNBC contributor Big Technologies, Alex Canerix. Alex, good to see you. Saw you here at the exchange yesterday off camera, but let's talk about Nvidia.It's weird. Uh Nvidia sort of has to make the case at this point. It's been doing so well that it continues to do well and maybe can do even better.What What have you found to be the most notable points out of GTC. >> Well, first of all, it just highlights the expectations on this company. Only Nvidia could tell you that it's going to make a tr ...

Matt Orton is the chief market strategist at Raymond James. Good to see you again. I mean, is that kind of your point of view that that geopolitics in some ways or at least this time around just creates noise that lets you buy into what you know in the long run is a is a rising stock market.>> It's always great to be here, Kelly. And that's exactly it. I think when you see this these periods of uncertainty, which frankly we haven't had that much of downside in the market so far during everything that has tr ...

In the public markets, if you look at it, there are many, many software companies in the public markets that will be disrupted from AI. Those companies were going to be disrupted anyway. AI will create that disruption a lot faster.And some of the decreases in their valuations are very warranted and we would have no interest, for example, in buying those companies. ...

You have to understand where it's going to change. So I look at it and I think, boy, if my investment teams aren't thinking about how they're leveraging AI to get more data to consume it faster, we created in our solutions team a virtual uh research analyst where they essentially have fed in the philosophy of that investment team. It's looked at historical trades and it sits there as part of the investment committee so that when they're making a decision, it'll say, "Hey, by the way, our philosophy is X. Do ...

Our TSA workers, you know, they deserve to be paid. They come to work every day and they deserve, like any of us that do our jobs to be paid. They're protecting us as travelers. They're helping the industry.And I encourage our politicians to get back to work and then just get this done. There is no reason for it and we just don't need this distraction. ...

How do you think about your leadership superpowers. What are they. >> Uh I always when people ask me, you know, uh how do you think about leadership.I always say it's my four Ps. People, passion, purpose, and persistence. And I think it kind of describes how I think about leadership.I I say, you know, number one decision any leader makes, it's who are the people that you surround yourself with, right. Because you'll never scale if you don't have great people. So that's number one is your people.um love what ...

But geopolitics isn't the only story that's been rattling the market. There are also concerns around private credit and its exposure to software, which led to an exodus of investor money from private credit funds. The biggest lenders going on media tours to downplay the risks. Although Apollo's Apollo Global's John Zto is calling out the industry as being arrogant in a recent Wall Street Journal article, he also called out one firm in particular, Toma Bravo. And that brings us to our first guest today. Orla ...

Getting new details today from an OpenAI all hands meeting where leadership doubled down on the push toward their enterprise business and an IPO. What does it mean. Kate Rooney has more in today's tech chat.Kate, hi Kelly. So that was the message from Fiji Simo. She's open's CEO of applications.I spoke to somebody who was in the room at her employee all hands last week. The source says that she really emphasized why their enterprise business is so important. This was two employees.She really tried to rally ...