The biggest shift in enterprise AI just showed up in the data. Ramp's AI Index shows Anthropic overtook OpenAI in enterprise subscription spend after the Pentagon backlash turned a policy fight into a brand. And Carina Hong, a 24-year-old Stanford dropout, just raised $200M at a $1.6B valuation to build an AI mathematician with a team she poached from Meta. The incumbents are losing on two fronts: customers and talent. ...

I sat down with Scott Besson for a 50inute conversation. We began about 5 hours ago but only finished about 2 hours ago because in unprecedented fashion the interview was interrupted when the president called on the Treasury Secretary to make that short trip across from the Treasury building into the White House to join him in the situation room. The conversation picked up a few hours later when he was done in the situation room.Here's a little taste of uh what we discussed about Iran and specifically what ...

So, this product adds yield on top of spot ether exposure. Does that make Ether easier to position as a true portfolio allocation rather than a more volatile satellite trade. >> Well, I think it's definitely an attractive element for investors.Um I think fundamentally the portfolio allocation decision is going to consider a lot of factors and um it is a little bit of a different equation today still for Bitcoin versus say Ether where Bitcoin has this uh digital gold emerging monetary alternative uh type nat ...

just spoke with Treasury Secretary Scott Bessant. He joins us now with the headlines that he undoubtedly made at a critical time to do so. Wilfred, >> absolutely Scott.Very good afternoon to you. Uh I sat down with Scott Bessant for a 50inute conversation. We began about 5 hours ago, but only finished about 2 hours ago because in unprecedented fashion, the interview was interrupted when the president called on the Treasury Secretary to make that short trip across from the Treasury building into the White Ho ...

For more, let's bring in David Kennedy, former NSA and Marine Corps hacker hacker and founder of cyber security firm Trusted SE. David, it's good to see you again. And I will say as a different guest was leaving last week, another CEO, he he sort of looked back and said to me, you know, I'm worried about cyber and and that really struck a chord.This is something that obviously CEOs are spending a bit of time on and what should they do. Yeah, Kelly, this is the first time where we're we're actually having a, ...

The roller coaster ride continues that we've been on for the better part of the last 10 days. And we are unfortunately all becoming oil traders. The problem is that the real professional oil traders right now are not even confident on what they've relied upon in the past sentiment and positioning that has given way to this dislocation where it is all about a very intense and complicated military operation and we're seeing significant headlines.What that means for the oil trading community is that there is l ...

Let's welcome in Kathy Woods, CEO and CIO of Arc Invest, and Tom Lee, head of research at Fundstrat, chair of Bitmine Immersion Technologies, and a CNBC contributor. Welcome to both of you. Uh Tom, you want to just start with your thoughts on the markets.Why is tech kind of not participating this time. They've been a ballast so far in this in this selloff. >> Uh yeah, I mean, I I think tech in general has actually held up really well, including software.uh it makes sense to us because uh and it's I'm going ...

Let's bring in Pun Talwar this morning, a former assistant secretary of state for political military affairs, former US ambassador to Morocco. Talk about some of the options that the administration has this morning. Pun, thanks for being with us.>> Wonderful to be with you, Carl. >> Uh, we teased before the break that you think there are a couple of options. Can you talk about them.>> Sure. I think the the president's options are really narrowing down here. Unfortunately, I don't think uh the diplomacy is a ...

we were starting the the year off and you know he asked us how we were going to do in the 500 or how we thought we were going to be. Um and you know he asked Bubba first and they they went back and forth about it. Uh Bubba's obviously been very good on the super speedways for a while and I I just remember he asked me what how I thought it was going to go and was like I mean I think we know how it's going to go.You kind of suck on super speedways. He kind of put it like that and um he was just you know he wa ...

Let's begin again with the big story right now, the war, oil, energy, and more. The price of oil continues to climb at 94 bucks. This even as the world, including America, set to release 400 million barrels of oil onto the market.The problem is that somebody forgot to tell Iran that the war was winding down. Either it or its proxy warlords keep hitting ships in the Persian Gulf region. In fact, that's a video from last night.two tankers burning one of those ships owned by a company based right here in New J ...