Home Price Trends - Home prices are fractionally lower year-over-year and down 1.4% in the last 3 months [1] - National home prices haven't been negative since mid-2023 [1] - Certain markets are seeing significant price drops, such as Austin (-10%), Denver (-5%), Tampa and Houston (-4%), and Atlanta (-3%) [1] - Other markets are seeing gains, including Cleveland (+6%), Chicago and New York City (+5%), Philadelphia (+3%), and Pittsburgh and Boston (+2%) [1] Market Analysis & Forecast - Parcel Labs' base case is that prices will hover around zero with small positive or negative year-over-year changes, rather than the double-digit gains of the pandemic era [1] - Home prices are influenced by mortgage rates and the broader health of the economy [2] - Supply will also play a role in home prices [2] Data & Methodology - Home price reporting is challenging due to different measurement methods [1] - Parcel uses a high-tech method for measuring home prices, which is considered current and accurate [1] - Measuring prices compared with the same time a year ago is important due to housing seasonality [1]

I'm pretty optimistic that for 2026 rates will will be able to be a fair bit lower than they are today, but I've just been uncomfortable frontloading too many rate cuts and assuming that what we've seen in inflation be transitory. It's all amplified by the data being shut down. And so I just felt that we ought to wait that we don't lose a lot. We don't take a lot of extra risk in my view to just wait to Q1 2026 and make sure that we're back on path to 2% inflation. ...

President Trump signing an executive order last night blocking states from making their own artificial intelligence regulations in favor of a national framework. The order aimed at strengthening America's lead in AI as competition with China heats up. Dear Drabosa has more in today's tech check.I would imagine the industry is pretty happy about it. Dearra, >> most of them. I mean this new order reflects something that I do hear a lot behind the scenes from investors and founders and that is that the US is b ...

Joining us this morning to discuss is Gil Lauria of DA Davidson. Gil, thanks for joining us on the fly. Still looking for some reputation of the report out of Bloomberg, but I wonder if you think one's coming.It's very possible. I mean, if we're to connect the dots here, uh, let's not forget Cororeweave told us their data centers were delayed. They blamed it on weather and core scientific.But what's likely if you connect that to these reports, we're going to start wondering whether OpenAI has the capital to ...

All right, speaking of good for consumers and good for Hollywood and winners do have to pick a winner in the in the bidding war here for Warner Brothers Discovery. Who do you think it's going to be. And obviously you have a stake in this game because you're as a content creator, right, with Candle.>> Yeah, we're content creators and I think that it's never good from a if you're a a creative uh and you do creative output in in Hollywood, it's not good to see the disappear, you know, the merging of buyers. In ...

November holiday shopping getting off to a lackluster start according to the CNBC NRF retail monitor monitor. But the results it battled some calendar issues that hold out hope that a season saving spending rush could come in December. Let's take a look at the data.Retail sales powered by real credit card spending data that we get from Affinity Solutions rising just.12. And that's Xauto and gas and what we call the core that takes out restaurants was flat. Both come off decent gains in October.year-over-yea ...

Joining us now first on CNBC, Candle Media co-founder and co-CEO Kevin Mayer. Also former Disney chief strategy officer as well as the former CEO of Tik Tok. Kevin, it's great to have you here.Welcome. >> Always good to be here. Thank you for having me.>> So would you have done this deal with with Open AI if you were leading Disney. >> Well, I think there's an inevitability to Hollywood having to intersect with this technology for sure. I don't know the details other than that which was reported about about ...

Meta's Metaverse Budget - Meta recently reduced its metaverse budget, which is viewed as a positive reallocation towards ads and AI [1] - The stock price reacted positively to the news of reduced metaverse spending [1] - Concerns about Meta's stock were related to its significant spending [1] - Mark Zuckerberg's previous stance of prioritizing overspending on the metaverse was a concern [2] AI Spending - If Meta reins in AI spending next year, it could be a positive development for the stock [2]

Let's bring in UBS alignment partners managing director Alli McCartney who's here at Post9. It's great to have you back Ally. I mean people did point out we were able to get to all-time highs without the benefit of AI yesterday.And can that broadening continue. >> So when you think about what has happened this year, what 2025 has done. There are three stocks Broadcom being one of them that have done more than any other in terms of contribution to the bottom line.So you have 73 stocks that are sort of AI lev ...

Hey Carl, this is in regards to OpenAI's $300 billion deal with Oracle. Uh reportedly Oracle now some of the data centers for OpenAI will be delayed to 2028 from 2027. Now that's according to Bloomberg attributing the delays to labor and material shortages.Separately, there is a new 10Q that was filed from Oracle that actually shows more data center leases from the company. A credit investor I spoke to tells me that this number increases the likelihood of Oracle going to the debt market sooner than expected ...