Let's bring in Bernstein senior analyst Stacy Rasc. Stacy um you know when it comes to really I guess the marquee names the the sort of acknowledged leaders in uh the AI story Nvidia Broadcom it feels as if not much has changed over the last several months except for investors perception of how much risk there is to that story. That's exactly it.you you go back five or 6 months beginning of the year, especially around, you know, the deepseek moment. Um, people thought the AI trade was over, right. They thou ...

It's a billion multibillion dollar industry um off of the backs of student athletes. Um you know obviously there's administrative side and all that but people all across all the sports men and women's people go to watch athletes play and the fact that people weren't able to be compensated for that for so long. Uh it's it's a crime.I feel for the people who weren't able to benefit from it. Um obviously it makes it different and it's a different landscape from a fan standpoint. There's a lot of movement.I und ...

Welcome back. Globally, 300,000 disposable diapers, that's so gross just to read about, are sent to landfills or incinerated every minute. Some parents use the oldfashioned cloth kind, and kudos to them, but most don't.I mean, you got to get someone to come pick them up or clean them yourself. What about biodedegradable options. Diana Olick is looking at one company trying to solve this problem in her continuing series on climate startups.Diana, well, Kelly, this story is all for you. It's all about making ...

How much do you think AI is going to be a gamecher not just in your work but maybe even in helping compensate for some of the declines in funding. Oh, I think AI is a gamecher already and I'm very bullish about what that means in healthcare and in science. So on the scientific discovery side certainly AI is already helping us instead of you know make make very large calculated assessments by of data analysis instead of testing one hypothesis at a time we can test millions in a minute.So without question for ...

Welcome back. It's been a rough go for Nike with the shares down nearly 25% since the new CEO, former intern Elliot Hill, took over last October. But the stock is trading slightly higher, two and a half% into its fourth quarter earnings report after the bell today.Analysts think sales will still drop about 15% yearonear. It's based on some foot traffic data from Placer AI. At store visits have been dropping for eight straight months year-over-year.The only real question here is whether the bottom could be i ...

Let's talk about it with Mark Dolman. He is helping professional athletes manage and invest their money. He just had a client get drafted, by the way, in the first round of the NBA last night. He's got a pair of first rounders in the NBA from a year ago.And Mark is on set with us. He is a managing director at creative planning which is itself interesting because I don't think of creative planning and Peter and all the great team that you guys have as financial planners being in the sports world but there's ...

Competition is going to arise as this bill is passed. It again, it has passed two houses of of Congress. It hasn't been signed yet, but this was always an argument I faced talking to members of Congress.If we pass bills around crypto, it legitimizes this industry. And at a time in 22 and 23 when you had rampant fraud, big in scale, I think a lot of members in Congress were questioning why would they legitimize an industry that is so rampant with bad actors. But ultimately in the balance between an unregulat ...

long sleeves and the collars. Stay stiff all day. Get 20% off using code TV at collars and co.com. >> Tech stocks are still ripping higher today. Nvidia, Microsoft, Broadcom.These are all fresh record highs. But Deirdre Bosa has a new deep dive on an overlooked problem with the latest wave of AI models, which has powered much of the recent rally. Deirdre what can you tell us.So Kelly the next frontier in AI. It's not just chatting or summarizing, it's reasoning. And that means thinking through problems, mak ...

But your next guest says a power struggle at the Fed could actually boost stocks. Joining us now is the aforementioned David Zervos who has mysteriously taken the chair of Christina Parsons. That was quick. We just It's amazing how that happens in television. Two Greeks though, I think, right? One Greek for another. That's fantastic. No, no judgment. You're both equally great. Uh, thanks for joining us, David. Always a pleasure. Why would a fight at the Fed be good for stocks? I don't think there's a fight. ...

The crypto industry locking in a major win with last week's passage of the Genius Act by the Senate. The legislation establishes the very first federal framework for dollar pegged stablecoins. Circle Internet, Coinbase and Robinhood seeing massive gains around the vote this month.And our next guest says stablecoins will be the currency of the AI revolution. Joining us, Alchemy CEO Nikil Viswanathan , whose company powered stablecoins for names like Circle, JP Morgan and more. Nikil, great to have you with u ...