Welcome back. Stocks starting the week on a stronger footing after the NASDAQ turned in its worst week since April last week. As some questions were raised about the sustainability of the AI trade, meantime, questions remain around where all this energy is going to come from to power the AI boom.Our next guest is investing heavily in expanding its data center business. Let's bring in Generrack CEO Aaron Yagfeld for a CBC exclusive right here at Post9. It's great to have you in.Welcome. >> Thanks a lot. >> I ...

Bernie McTernan, Needham senior analyst, joins CNBC's 'Squawk on the Street' to discuss outlooks on Instacart following the company's third quarter earnings. ...

Market Trends & Dynamics - The NASDAQ is up 2%, with Alphabet up almost 35%, Nvidia up almost 4%, and AMD up 6% [1] - The market is experiencing a rebound after the worst week since April [1] - Seasonality is generally favorable for market performance towards the end of the year [6] - AI continues to be a significant driver for the market [5][16] Economic Factors & Fed Policy - The potential government shutdown and its impact on lower-income consumers are being considered [2] - Consumer weakness is a concern, but its short-term impact may be limited [7][8] - The market is closely watching the Federal Reserve's potential rate cuts, with opinions divided on whether a cut is necessary or beneficial [9][10][13] - Inflation remains a concern, influencing the Fed's decisions [10] AI & Technological Impact - Capital expenditure (capex) in big tech firms is driving economic strength [12] - Companies are starting to see early benefits from AI in areas like marketing, customer interactions, and product design [19][20] - The widespread impact of AI on enterprise efficiency is expected to take several years [21] - Significant investment, approximately $400 billion annually, is being made in AI [11][22]

Why was it worth it to you to spend that additional money, Albert, and why should it be worth it to your shareholders to own this company. >> This is probably one of the most exciting advanced portfolios in this very fast growing market, the obesity. We've looked everything in the US, in Europe, in China, everywhere.And uh we came to the conclusion that this was the one that in our hands can develop significant value. And we did it. What is it about it in your hands that you believe will will uh create sign ...

Let's get to Jim and stop trading. >> I know Carl, you are a Cole Porter fan and there's a terrific song that starts birds do it, bees do it, but apparently cows aren't doing it because the cattle herders is lower since 1951. And that's one of the reasons why Tyson Foods, even though it looked like a blowout, can't seem to make a lot of money.The squeeze on beef is horrendous. It's also hurting any company that >> I thought you told us the herd was going up now finally >> from 51. Yeah, but 1951's there the ...

Fiser's up to10 billion dollar deal to buy MSA ended a fierce bidding war with Nova Nordisk. It's a move aimed at establishing Fizer in the very fast growing market for obesity drugs. Joining us now any first on CNBC interview to discuss the deal and who knows what else of course is company's chairman and CEO Albert Borla.Nice to have you here. >> Thank you for having me David. >> Um from your original deal to where you ended up I think you're paying another two $2.1% billion.Why was it worth it to you to s ...

All right, we got a little time for a quick mad dash to start the week. What do you got. >> There's one indebted company we don't talk enough about and that's called in trader.It's not >> It's actually called Core Wee, >> but uh this Michael Trader is from the Bitcoin world. It's also from the Wall Street world. He has bought a lot of money as you know in order to be the king of data centers.Uh Jensen Wong thinks he is. Judge Wong is just great. But he reports tomorrow.We are so fortunate to have him becaus ...

skis. I don't think so. >> A lot of it comes back to the depreciation of GPUs.>> Exactly. >> Which you can have a debate about for I don't know how long, you know. Is it 5 years. Is it 7 years. Is it two years.>> Well, at 40 it was a good debate. At 11, I don't know. But it does matter.We have the most important guest tomorrow. Michael straight shoes and he's got to put a tie on the t-shirt. It just doesn't work for him.That's a huge signal tonight. And let's get the opening bell here in the CNBC realtime e ...

Federal prosecutors have indicted two Cleveland Guardians pitchers, Emanuel Claus and Luis Ortiz, are accused of rigging their pitches to allow betterers to profit in a scheme worth nearly half a million dollars. Class's star is a star closer and Ortiza is a starting pitcher. Both from the Dominican Republic and both facing a slew of federal charges, conspiracy related to wire fraud, money laundering, and more.Prosecutors say over the last two years the players telegraphed their pitches to conspirators who ...

Consumer spending bounced back in October after a sharp fall in September with the gains in the CNBC NRF retail monitor across most sectors adding up to a a good and a strong start for retail in the fourth quarter. Here's the data. The retail monitor powered by actual credit card spending data from Affinity Solutions shows retail XO and gas up 06 compared with a 0.7% decline in September.The year rate though did edge down of 5% from 5.4%. We take out restaurants as well to get core retail that rose 06 also ...