And when you look at the playoff, I'm not mad at JMU. I'm not mad at Tlane because they they followed the rules and they got into the college ball playoff because they won their games. When you look at Notre Dame being left out, the issue there isn't just because it's Notre Dame and they're a prestigious university.The issue is that Alabama wasn't punished for losing their conference championship game in a blowout and BYU was. So, what the College Football Playoff Committee could have done, that would have ...

All right, welcome back to Power Lunch. We're going to stick with the tech trade and bring in Ed Yardeni of Yardeni Research. Um Ed, we want to kind of take a look back at some of these historical tech valuations.Overall, >> there's been a case made by more than a handful of strategists and traders out there that when we talk about valuations in the current market that it is not fair to compare them to what we've seen historically over the past 20, 30, 40, 50 years because the entire paradigm has changed. i ...

Let's get over to Rick Santelli with the bond report. And Rick, um, do you think that's what's going on here. It's, you know, less of a dovish look than we had after the Fed meeting.>> You know, I know that all roads lead to the Fed. The Fed is a hugely important group of people that move markets and make big decisions, but I also think there is life outside of the Fed. And I do think what's going on in large part has to do with just the dynamics of the economy and the dynamics of debt and issuance. Then ad ...

Today, Ether drops to end the week. Docoin is sentenced to 15 years behind bars. And Frank Lalo, the president and CEO of the Depository Trust and Clearing Corporation, explains the no action letter it received for its tokenization services program.[music] Welcome to CBC's Crypto World. I'm Brandon Gomez. Crypto prices are mixed to end the week with Bitcoin climbing slightly and holding on to the $90,000 level.Ether dropped more than 3% and XRP traded pretty flat all as of noon Eastern. The moves for crypto ...

Market Rotation & Investment Strategy - The market is experiencing a rotational bull market, with profit-taking expected in stocks like Oracle, Nvidia, and Broadcom [2] - Piper Sandler suggests leaning into the rotation towards financials and industrials [1] - Raymond James emphasizes the importance of balance, advising to continue investing in the AI trade while exploring opportunities in healthcare, energy, and financials [8] Sector Analysis & Opportunities - Energy sector has been upgraded, and healthcare is showing signs of strength [3] - Regional banks are considered a key overweight for the coming year due to improving net interest margins with lower rates [8][12][13] - Medical devices are attractive due to the aging population and increasing chronic diseases [14] - Biotechnology is also promising due to increased M&A activity driven by big pharmaceutical companies needing to replenish their drug pipelines facing patent cliffs in the next 3 to 5 years [14][15] Economic Fundamentals & Sustainability - The sustainability of the rotation into small caps and energy is linked to resilient economic fundamentals [6] - The Federal Reserve's optimistic economic outlook supports the outlook for small-cap companies, benefiting from lower rates [7]

Alex Stamos is chief product officer at Corridor and former chief security officer at Facebook. Alex, it's great to see you. I don't know if you'd have any comment on whether Meta is training off of this Chinese model. >> Yeah, I don't have any specific insight.I'm not at Meta anymore. Uh what that's called is distillation. So when you're building a model, one of the ways you can train it is you could ask another model millions or billions of questions, take that output uh and then build your model to give ...

Let's talk about all of it now with John Lavalo. He's home builders and building product analysts at UBS. Appreciate you being here, John.And a much different and much harder story for the builders than a few years ago when they were trading. Let's not forget at like four times earnings. So, what happens now.Did the changing shifting dynamics in the market to a buyer market help them on the margin at all or they just is it just going to be tough into next year. >> No, look, actually, we think 2026 is going ...

Let's get more details from Deer Josa for today's tech check. Dearra, >> hey. So, Kelly, the president said it himself yesterday.China moves as one and he doesn't want our companies bogged down with 50 different approvals. So, that is the thinking behind this EO and also what I keep hearing from investors and founders. The US is better off competing with China than arguing about regulation.But there's also some nuance that may be getting lost here. Now, China's unified approach, it's not just about speed, i ...

Let's bring in Dan Primac. He's the business editor at Axios. Dan, welcome. ...

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