Government Shutdown Resolution - The Senate is taking initial steps to end a government shutdown that has lasted over 40 days [1] - Eight Senate Democrats joined Republicans to pass a funding bill, reaching the 60-vote threshold [2] - The shutdown could end within the next few days or the next week [3] Funding and Programs - The agreement funds parts of the government, including SNAP, agriculture, and veterans programs, for the rest of the 2026 fiscal year [3] - It continues funding for the rest of the government until January 30th [3] - The agreement reverses attempted firings of federal employees during the shutdown and ensures back pay for all federal employees [4] Healthcare Tax Credits - Democrats have been promised a vote on extending healthcare tax credits by the second week of December [4] - Senate Minority Leader Chuck Schumer and others are dissatisfied that the shutdown may end without a concrete deal on healthcare tax credits [5] Potential Obstacles - Senator Ran Paul has concerns with the bill and could potentially delay the process [7] - Any single senator could potentially hold things up [8] - The House has been given a 36-hour window to be called back to pass the Senate agreement [8]

The 'Fast Money' traders talk what is weighing on the markets this week and how to play it. ...

Financial Performance - Sweet Green's same store sales fell 9.5% [1] - Sweet Green experienced flat sales in September and October, but is now running at low double-digit drops [2] Market Trends & Consumer Behavior - The salad bowl chain Sweet Green dropped 7.5% after missing sales and earnings estimates and cutting guidance [1] - Younger consumers are eating less at Sweet Green, Cava, and Chipotle [2] - Lower-income consumers are pulling away from quick service chains, with McDonald's noting double-digit traffic declines in this segment [3] - Upper-income consumers are visiting some QSR chains more [4] - Starbucks and Dutch Bros are bucking the trend with younger consumers, with Starbucks seeing flat but positive US comps in September and October [4] - The consumer is cautious and picking and choosing where to spend money [5] Company Strategy - Chains like Sweet Green, Cava, and Chipotle may focus on promotional activity and value to attract consumers [6] - Chipotle aims to improve its messaging around value and price point, addressing the perception of being more expensive [7] - Sweet Green may fine-tune its messaging as it has a higher price point than Chipotle [7][8]

Final trade time for Friday. Tim Seymour. >> I was kind of bullish on Bitcoin, which means I'm definitely bullish on Coinbase and I remain so.Bye >> Karen. >> Yes. So be careful what you wish for.I hope I get a chance to buy more meta next week. Follow >> a not afraid to buy it here. Don't need a pullback and would absolutely buy it higher.Steve >> showing fast. Steve Owen. ...

Overmeire wealth partners Ally Flynn Phillips is taking the mound for a fast pitch. Over Meyer was ranked 13th on CNBC's Financial Advisors 100 list. Ally, great to have you with us. >> Great to be here.>> What's the catalyst when when there Sorry, Natalie. What's the What's the catalyst here for Sherwin Williams when there's not seemingly no catalyst for the housing market. Yeah, I mean to us I mean Sherman Williams is a clear leader in paint and they continue to gain share from weaker competitors through ...

Investment Opportunities - Boeing: The removal of criminal charges by the DOJ, increased production of 737 Max and Dreamliner, and a return to free cash flow are seen as positive catalysts for the stock, which remains in a duopoly [2] - Constellation Energy (CEG): Offers data center upside while remaining a regulated utility, with operations in key data center markets like Virginia, Texas, and Ohio [4][5] - Meta and Dell: Multiples have come down, making them attractive, especially with Dell potentially benefiting from Super Micro's issues and Meta trading at a cheap multiple [7][8] - Gold Miners: A pullback in gold miners presents a buying opportunity, with analysts potentially upgrading miners on a gold pullback [11][12] - Nvidia: This week's pullback is an opportunity to buy Nvidia [9][10] Market Dynamics and Risks - Broad market pullback this week is causing traders to look for buying opportunities [1] - Meta is down almost 15% on a month [11] - Gold miners are down 14% on a month [11]

Financial Concerns & Projections - OpenAI's CFO suggested the US government could guarantee financing for data centers, potentially lowering borrowing costs [1] - The company faces questions about affording the $14 trillion in compute deals it has signed [1] - OpenAI projects $20 billion in revenue this year and expects to grow to hundreds of billions by 2030 [4] Government & Policy - The White House criticized the idea of a government bailout for OpenAI [2] - OpenAI clarified it is not seeking federal guarantees but discussing domestic chip manufacturing with officials [3] - US government is taking a stake in Intel, potentially related to domestic chip manufacturing [3] Strategic Shift & Damage Control - OpenAI scrambled to course correct after the bailout idea faced blowback [2] - CEO Sam Altman clarified they are not asking for federal guarantees [3] - Altman tried to shift focus to revenue projections [4]

Market Outlook & Investment Strategy - Tech stocks are expected to rise by 8% to 10% by year-end [1] - AI is viewed as a long-term revolution, currently in its early stages [10] - 2026 is expected to differentiate AI winners from losers, emphasizing the importance of stock picking [14][15] Meta (Facebook) Analysis - Meta is considered an outlier in AI spending, with investors seeking clarity on returns [2] - The company views Meta as a "table pounder" below $600, anticipating significant earnings growth from AI transformation [3] - Meta's AI spending is expected to yield multiples of returns by transforming the advertising model and monetizing 3 billion users [6] - Meta is building a new ecosystem with hardware and software monetization [7] Apple Analysis - Google winning the DOJ suit has paved the way for Apple to aggressively pursue an AI partnership with Google Gemini [11] - Apple's AI integration could add $75 to $100 per share in value [12] - iPhone 17 is expected to drive a surprise upgrade cycle [12] Microsoft Analysis - Microsoft is considered another "table pounder" under $500, with the enterprise sector being Redmond's domain [8] AI Investment & Execution - Simply mentioning "AI" frequently does not guarantee success; execution is crucial [14] - Companies that fail to execute on AI strategies could see stock declines of 30% to 40% [14]

[Music] Hey, Morgan. Open AAI is asking the Trump administration to help lower the cost of AI infrastructure according to a letter obtained by Bloomberg. The startup wants the White House to expand a Key Chips Act tax credit to cover AI data centers and related components like transformers.Now, this comes just one day after OpenAI faced blowback over a comment made by its CFO implying that it would look for a government backs stop for its $1.4% trillion in comput deals. They have since been walking that bac ...

Hiring & Workforce - The company anticipates increased net hiring, exceeding the past five years' hiring rate [1] - Hiring focuses on individuals with skills in AI, quantum computing, and technology deployment for clients [2] - Workforce rebalancing is expected due to increased productivity [2] - The company aims to hire college graduates, viewing them as valuable employees with on-the-job training [3][4] Talent Acquisition & Development - The company believes that its tools can enhance college graduates' capabilities, making them comparable to experienced professionals with a few months of training [4] - The company is willing to invest in training college graduates, recognizing their potential for long-term career growth [4]