Slow Ventures’ Sam Lessin joins 'The Exchange' to discuss the AI sector, if OpenAI is becoming too big to fail and much more. ...

The record setting government shutdown is in day 38, but there seems to be some movement in the Senate to try to end the impass. Emily Wilkins is in Washington DC with the latest on the shutdown showdown. Emily.Hey Dom. Well, Senate Majority Leader John Thun said there could be a vote maybe today, might be this weekend, not just on that stop gap bill, but on potentially a larger package that Thun is hoping can get more Democratic support. So what is under discussion right now and again we should note there' ...

first part and it's what we're pursuing now is the merger of the commercial assets that make up the two tours and I think that aggregation in that case is a great idea. I think if we can go to the marketplace and position ourselves to acquire sponsorships or to acquire media or broadcast rights or to acquire data rights. doing that with those commercial assets combined so that we're selling tennis and and and those buyers don't have to make a choice between Coco or Carlos is a great thing.Um and I think tha ...

Josh Brown, final trade from you, please. >> Uh, Joby Aviation is in a pullback. Spoke to the company this week headed to the Dubai Air Show and they are super excited about what they're going to be unveiling.So, I am too. Who knows what it could be. >> All right.The low altitude economy remains a favorite play. That stock today down almost 6%. Kevin Simpson, Mr.. Three-piece. Mr. . Three-piece.>> Marathon Petroleum. The stock has a lot to like. Record free cash flow, increasing dividends, and record share ...

When's the last time you ate at Chipotle. Turns out less people are, especially a key demographic for the company, and it's starting to hurt the chain. >> We've seen a pretty sizable step down in the consumer that's under $100,000 in annual income.Specific to that is a group uh the 25 to 34 year old, which we overindex to, has pulled back measurably. >> People making less than $100,000 a year make up about 40% of the company's total sales. And Chipotle is admitting it leaned a little too heavy into this gro ...

The White House has struck a deal with two more drugmakers: Eli Lilly and Novo Nordisk. Centers for Medicare and Medicaid Services administrator Dr. Mehmet Oz discusses the administration’s plan to make GLP-1s more affordable for Americans. Tesla shareholders voted to approve Elon Musk’s $1 trillion pay package, as long as he reaches their lofty goals for the company. Musk biographer Walter Isaacson discusses the plan of milestones and Musk’s history of exceeding investor expectations. Plus, U.S. airlines a ...

I'm not concerned about the capacity that is being built. I think it will get used. But what we do look at when we're looking at the private asset space in particular.Um credit quality is credit quality. Um whether it's in the public market or the private market, it is no different. Um you don't worry about the investments and the credit decisions that a Blackstone or Apollo or Aries is making. Where I think we do worry more is the credit decisions that some of the smaller players will be making that don't ...

Intel's Foundry Business & Market Opportunity - Intel's foundry business, relaunched nearly five years ago with hundreds of billions of dollars invested, faces pressure to secure actual customers [1] - Elon Musk's consideration of a partnership with Intel could signal progress for Intel's foundry gamble, especially amidst rising bubble fears and trade tensions [2] - Advanced chip manufacturing is crucial in the AI race, with current capacity concentrated in Taiwan and South Korea [2][3][10] - Bringing chip manufacturing back to the US is a matter of national leverage, reducing reliance on Taiwan Semiconductor Manufacturing Company (TSMC), seen as vulnerable to China [3] Intel's Technological Advancement & Challenges - Intel's newest process, 14A, led by Lip Bhutan, aims to match or surpass TSMC at the leading edge [4] - Securing a deal with a major player to manufacture advanced nodes would position Intel among a select few fabs capable of producing at that level [4][5] - Advanced chip manufacturing is extremely difficult, requiring engineering, science, and artistry [6][7] - Intel faces the challenge of reliably delivering cost-efficient products that meet specifications [8] Potential Partnerships & Competitive Landscape - Intel approached Apple about a strategic investment, offering Apple a way to diversify its supply chain and manufacture on US soil, aligning with Washington's interests [5] - Apple previously moved away from Intel chips to manufacture its own, highlighting increased competition [9] - Successfully reaching the leading edge in chip manufacturing would be a significant achievement for Intel, especially given China's long-standing efforts in this area [9][10]

Brad Gerstner, Altimeter Capital founder and CEO, joins CNBC's Sara Eisen to discuss the outlook for OpenAI and whether they can sustain the current levels of spending after CEO Sam Altman made news on Gerstner’s podcast earlier this week. ...

Take a look at shares of Palunteer down about 15% this week after earnings. A short seller and bigger questions about the AI trade overall. Joining us here in Pebble Beach at the Croup Tech Conference is Palanteer CEO Alex Karp.Great to see you. >> Very nice to see you. >> So, I mentioned the stock down 15% this week.Broader sort of AI questions. Have has anything changed about the fundamentals that that you can tell people to reassure them when they're wondering whether all of the AI hype is going to be wo ...